Webinar January 25: SBHC Pro Forma–Projecting Budgets

WEBINAR: SBHC Pro Forma – Projecting Budgets

WHEN: Wednesday, January 25, 2023, at 9:00am – 10:00am



The Washington School-Based Health Alliance is pleased to be partnering with the national School-Based Health Alliance (SBHA) to offer school-based health center (SBHC) nuts and bolts trainings in Washington during the 2022-2023 school year.

The SBHA Pro Forma is a budgeting tool used to create a projection of an organization’s estimated expenses compared to estimated revenues. It was developed explicitly for SBHCs and is based on the ‘what if’ scenarios, showing you how your bottom line is affected by various aspects of your SBHC practice.

During this interactive session, participants will learn why the Pro Forma is essential to their planning and sustainability, along with the components of the tool. There is an accompanying workplan for the pro forma process.


 Participants will:

  • Understand WHY a Pro Forma is essential to planning and sustainability
  • Observe and participate in a discussion about how the Pro Forma works
  • Become familiar with the Work Plan for the SBHC Pro Forma


Anyone interested in planning or currently for a SBHC, and staff responsible for SBHC planning and budgets.


Tammy Alexander, MEd is the Vice President of State Relations at the School-Based Health Alliance. She has worked in the school-based health care field at the state and national level since 1993. She joined the School-Based Health Alliance in 2016. Her current work at SBHA includes state relations, policy, consulting, and oral health. Tammy has an undergraduate degree from Oregon State, and she completed her Masters in Education from the University of Virginia in 1979.

Katherine Cushing, MPH is the Senior Program Manager of Quality, Research, and Evaluation at the School-Based Health Alliance. She joined the School-Based Health Alliance in 2019. Katherine manages the School-Based Health Alliance’s work in Quality, Research, and Evaluation, including the National Quality Initiative’s Collaborative Improvement and Innovation Network (CoIIN). Before joining SBHA, her work focused on maternal and adolescent reproductive health research. She became interested in school-based health care while serving in Title I schools with the AmeriCorps program City Year. Katherine holds a Master of Public Health from Emory University’s Rollins School of Public Health and a Bachelor of Science in Neuroscience from Hobart and William Smith Colleges.