Strategic Fiscal Management, Finance Policy Analysis, and Financial Leadership

The Certificate in Education Finance (CEF) is an interdisciplinary certification combining finance, economics and leadership with public policy and administration. The program emphasizes practical skills and application. Using a cohort model, the program helps participants build practical fluency in how management decisions, wide-ranging policies, and resource allocation intersect to impact student success across multiple contexts, including their own.


Summer 2019 Cohort Residency Date:

July 16th-17th, 2019 - The Joyce Foundation, Chicago, IL

Winter 2020 Cohort Residency Date:

February 11th-12th, 2020 - WestEd Office, San Francisco, CA

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Expert Faculty

The CEF will be led and taught by Dr. Marguerite Roza, with other experts included throughout the program.

Marguerite Roza

Dr. Roza's Bio

Hybrid Program

The four-month program is designed for busy professionals with a full-time career. Participants attend a two-day, in-person, group live session with 7 follow-up modules of group internet-based interactive virtual learning (each 2-3 hours).

Cohort Design

CEF participants complete the program as part of a cohort. 

Participants may include, but are not limited to: school principals and leaders; central office leadership; education policymakers; analysts and graduate students; grantmakers and nonprofit leaders.

This cohort-based program emphasizes practical skills and application while learning through a combination of interactive classroom instruction, reading, self-reflection, and hands-on practice. Participants will be guided through financial and related resource allocation issues integral to the U.S. public education policy. Participants will gain exposure to different education finance leaders and learn to think about resource allocation from different perspectives. Materials and activities will equip participants with the skills they need to be better consumers and users of education finance information at all levels in the system. Participants will gain familiarity with budgets, spending related policies, and data sources for financial information and wrestle with challenges of productivity and tradeoffs.
Areas of study include allocation and accountability structures, instruction delivery model impacts and implications, effects of ESSA and state policy in local context, productivity analyses, and common (but often ill-understood) cost drivers in education.
This is a comprehensive overview course; there are no prerequisites and no advance preparation required. On successful program completion, participants earn 4.0 CEUs or 48 CPE credits.


Participants will learn:
  • How policy affects equity and resource use.

  • How to more effectively consume and use education finance information at the federal, state, and local levels in the K-12 education system.

  • How to more strategically drive resource allocation decisions to reach desired outcomes and avoid unintended consequences that can negatively impact students, schools, and communities.

  • How to understand and effectively grapple with the challenges of productivity and financial tradeoffs in an environment of finite education dollars.

  • How to communicate finance strategy and decisions.


Two-Day Residency: JUNE 19-20, 2019 in WASHINGTON, DC on campus at Georgetown University OR July 16th-17th, 2019 in CHICAGO, IL at The Joyce Foundation
Follow-on virtual classes (Group Internet Based): Classes will be held on Thursdays between 12:00pm-2:00pm ET every two weeks following the two-day residency through 10/31/2019.
Custom dates and locations: Organizations interested in hosting a custom cohort date or location outside of Washington DC should email us at
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Submit Registration Form

Applicants must complete all requirements listed in the application form.

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CEF tuition is $3,500 per student. Additional individual expenses vary as tuition does not include airfare or DC accommodations. For more information on tuition and opportunities for financial assistance email


For general inquiries about CEF, please contact the Edunomics Lab Team.

Program Policies Email Us

Edunomics Lab Certificate in Education Finance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. On successful program completion, participants earn 48 CPE credits. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: