When I first came on board as the CFO in Pueblo, Colorado, I asked my finance manager to compile a complete financial report of all of our budgets. As a new CFO, I thought I was taking a smart, proactive approach and could hit the ground running. Instead, my jaw hit the ground when she brought me back a 500-page report in a PDF format! I couldn’t believe it. Wasn’t there a better way?

Excel is a great program, but for finance staff managing millions of dollars of district spending over the course of many years, it has its limitations. Since...

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  • About the Author:

    T.J. Vinci is the Chief Financial Officer at Pueblo County School District 70 in Colorado.