During budget cuts, a chief financial officerâs matter-of-fact, jargon-laced presentations to school boards often strike anxious teachers and parents as dismissive and emotionally detached from the lives their decisions will upend.
Enter Nolberto Delgadillo, the CFO of the .
Knowing early this school year that heâd have to cut more than $20 million from next yearâs $325 million budget, Delgadillo went on the road, explaining in laymanâs terms why the district expected a budget shortfall despite an increase in state aid.
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And then, he did something school administrators rarely, if ever, do: He invited thousands of community members to dig into the budget with him and figure out what to keep and what to cut.
At high schools, in church basements, in community centers, on the weekends, on weeknights, by email, and even on social media, Delgadillo laid out the districtâs books for the Tulsa community, showing them how much was spent on virtually every item in the district and where the money came from. He knows how high the stakes are, he told them, because his wife is a teacher in the district and his two sons are students there.
âThese are going to be contentious conversations,â Delgadillo said. âAt the same time, itâs needed. How do we engage with the public, dismiss myths, and demystify school finance?â
- Be a leader not just by leading: Mentoring and coaching others is critical to help create the environment to move the work forward. You canât do it all yourself and, therefore, itâs important to nurture the space for others to lead and the grace for them to fail forward.
- Have perspective: Itâs so easy to get caught up in oneâs own world and point of view, particularly if you are not in a classroom. So the more we authentically listen and humbly engage both adults and students, the more capable weâll be to serve, coalesce, and as important, the better weâll understand the why behind our beliefs.
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During his two-year tenure in Tulsa, the former healthcare professional from Compton, Calif., has helped mend a historically fraught relationship between the districtâs administration and its under-served Mexican immigrant and black communities.
Delgadilloâs latest pitch is his most ambitious. He wants to transform the districtâs budget by overhauling administrative staff, combining jobs, getting rid of others, and laying off dozens of other administrators. The board in January approved the superintendentâs proposal to increase class sizes and close four schools, and approved the workforce recommendations in February.
Such drastic changes are often met with fierce resistance from staff who stand to lose their jobs and parents concerned about overcrowded classrooms. But Delgadilloâs plan, crafted after two dozen community meetings and input from more than 1,500 community members, has the backing of some parents.
âHeâs managed to find a way to completely disarm people,â said Marcia Bruno-Todd, the director of programs and community impact at Leadership Tulsa, a community development organization, and a parent who has protested district spending in the past.
âHe says to you, âyouâre angry, letâs talk about it,â and [he] truly, authentically, brings in their input and invites people to come and talk about their perspectives.â
More than a decade after the Great Recession, thousands of school systems are still slashing millions of dollars from their budgets. Increasing state aid has not kept up with inflation, and districts are saddled with climbing healthcare and pension costs.
Meanwhile, a growing body of research shows that more money can, in fact, improve studentsâ academic performance, and federal and state lawmakers have passed several new laws to make spending more transparent.
Itâs in this climate that many researchers and advocates have turned their attention to the effectiveness and leadership styles of CFOs. Once tasked with just keeping their districts out of the red, CFOs are now being asked by school board members and state lawmakers to show how every dollar is being used to improve student outcomes.
âA CFO is responsible for facilitating a decision-making process so that district leaders and stakeholders can themselves align resources that are strategically sustainable over time,â said Jonathan Travers, a partner with Education Resource Strategies, a consultant and advocacy group that has worked with Delgadillo in the past.
School finance experts say Delgadillo has deftly navigated complex federal and state laws to make money work for, rather than against, this academically struggling district, which has lost thousands of students to a growing charter sector.
In addition, heâs helped other administrators and principals better understand the complexities and nuances of school finance.
Tulsa Superintendent Deborah Gist was a policy analyst in the U.S. Department of Education and served as a state schools chief in the District of Columbia and Rhode Island. But she said Delgadillo was the first person to explain a stateâs school funding formulaâa complicated series of mathematical calculations that determine how much money a district receives each yearâin a way that actually made sense.
âHe has this patience and demeanor that really helps to lower peopleâs anxiety,â Gist said.
âIt wasnât until working with Nolberto that I really got to my own level of confidence about knowing how deeply our stateâs funding affects our district and what our options are, as far as making structural changes.â
Delgadillo has also transformed the districtâs finance department to be more engaged in schools.
While the finance department has received national plaudits for its detailed bookkeeping, employees in the past have worked on projects alone, rarely talking to each other.
Delgadillo began holding weekly meetings to have the accounting, payroll, treasury, and federal program officers figure out together how to provide more money to schools and do it in a faster, more efficient way. Every meeting starts with a team member describing a problem theyâre trying to tackle.
âHeâs created this space where we get to communicate and ask questions, and get a heads up on whatâs coming up,â said Jill E. Hendricks, the districtâs executive director of federal programs and special projects.
At least once a quarter, Delgadillo and his staff work on a community service project with a school, such as helping teachers box science supplies at the end of the school year or helping decorate hallway bulletins.
âIt helps make the work we do so much more meaningful,â said Hendricks. âIt shows us that what we do is really making a difference.â
For the last several decades, Tulsaâs budget has been especially volatile for a variety of reasons.
State legislators passed a series of tax cuts to boost the stateâs oil industry that resulted in a precipitous drop in revenue for school districts. In 2018, teachers across the state staged a nine-day strike, which forced the legislature to reverse some of the tax cuts and increase teacher pay by an average of $6,000.
But Tulsaâs revenue continued to fall as expenses climbed, because of the number of students who were opting to attend charter schools or using the stateâs voucher program to enroll in private schools. More than 1,600 students left the 39,000 student school district in the last decade, and the school system continues to lose dozens of students each month to charter schools.
Gist plucked Delgadillo from Los Angeles, where he had served for three years as the chief operating officer of LA Promise Fund, an organization that was created to turn around some of that cityâs troubled schools and runs two traditional public high schools, a public middle school, and two charter schools.
He was an unusual pick because, aside from not being an Oklahoman, he had never served as the CFO of a traditional school district. In fact, after receiving degrees in chemistry and Spanish from the University of Southern California, he spent the majority of his career working for United Healthcare, the insurance company, and helping to run a California sperm bank.
How do we engage with the public, dismiss myths, and demystify school finance?
Delgadillo decided to change careers after a moving experience while mentoring a high school student at his alma mater inspired him to do something in life that had a more direct impact on low-income children. âI wanted to start giving back to society in a different way,â he said. He completed the Broad Residency program in 2014.
Gist was impressed with his extensive business background and uncanny ability to boil down complex concepts for the general public.
She had promised the school board that sheâd align the districtâs $600 million budget with its new academic vision, a herculean task that requires fiscal dexterity along with teacher and community buy-in.
âI wanted someone who was extraordinarily qualified and had a stellar background and track record,â Gist said. âWe also needed someone who could come in and help us look at things differently.â
Just months after he was hired in August 2017, Delgadillo joined several community associations and started showing up at community events with his wife to introduce himself and get to know Tulsa residents.
âHeâs really seen around here as much more than just a numbers cruncher,â Gist said.
At the budget meetings last fall, Delgadillo started his presentations by sharing his personal story: being raised in a trailer in Compton by his parents, undocumented immigrants from Mexico who worked in an automotive manufacturing plant. He said he was saved from his neighborhoodâs gang-infested streets by a pilot accelerated math and science magnet program offered by the Long Beach Unified School District.
âIâve never seen a CFO or any person whoâs in a position of authority come up and present their own vulnerabilities like Nolberto,â said Bruno-Todd. âHe says, âI hear you, I feel you.â When he says that, thatâs whatâs bridged the gap between the community and the administration.â
Over the last two years, Delgadillo said, heâs also invested a large chunk of his time trying to understand Tulsansâ evolving relationship with their school system.
âIâve had to learn to be a better listener, and not come in with [a] consultant hat, â he said. âI need to listen, understand their perspective, and context, and history of why things are the way they are, and still hold back and sit and let it process and then come back and make a decision.â