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2026 CFO, School, and Parent Research

What it really costs to keep money moving

New data on the time, money, and risk of managing K-12 school activity funds
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Key Insights in This Report

Most district finance leaders are confident in their approach. But school staff and parents see the cracks.
 
These cracks have a real cost, paid in staff hours, risk, and the trust of families who can't see where their money goes. This report shows what it really costs to keep money moving and how to improve the system for everyone.

There’s a paradox at the heart of K-12 finance

The majority of district CFOs are confident their approach protects the money and the people handling it. But ask those same CFOs to rate their district’s financial risk, and most say it’s moderate or higher. Same people, same survey, and two answers that seem contradictory. 

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Financial incidents are the norm, not the exception

97% of district CFOs reported dealing with at least one financial incident in the past three years. 64% of school staff and 51% of parents said the same. This isn't a story about bad actors; it’s a systemic challenge that touches nearly every district in North America.

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Districts, schools, and parents all want the same thing

Ask each group separately and the answer comes back the same: one place to see every dollar as it moves, from the school floor to the district office. Today, only 29% of districts can see balances in real time. Close that gap and confidence finally matches reality, for everyone.

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