2026 Summer Solutions Conference

ACTION: Your conference registration and all courses and/or workshops must be selected during the registration process. If someone else is handling your registration, please let them know what courses/workshops to select. Once submitted, ANY edits to registration need to be emailed to [email protected]. *You will not be able to edit a registration online. 

1.) Select "Register Myself" if you are signed in as yourself and registering yourself. Select "Register Someone Else" if you are signed in as yourself but registering a colleague.

2.) Scroll down to go through the day/times schedule and select "Add" next to your choice to add it to your itinerary.

3.) After you have completed your selections, select "Proceed to Checkout." If there is a conflict in your itinerary, you will see red text on your checkout page prompting you to go back and correct your registration. Otherwise, enter your payment option, agree to the terms, and press "Submit."

HOTEL: Sleeping room information will be sent by email after registering (beginning on Monday, April 13).

Cancellation & Refund Policy

All cancellations or registration updates must be submitted in writing to [email protected].


Refund Schedule:

Full Refund – Cancel by May 11, 2026
50% Refund – Cancel between May 12–21, 2026
No Refund – Cancel on or after May 22, 2026

If you do not cancel and do not attend, you are still responsible for full payment. Please reach out to [email protected].

When
6/15/2026 - 6/17/2026
Where
Moody Gardens Hotel and Convention Center 7 Hope Blvd Galveston, TX 77554 UNITED STATES

Monday, 15 June 2026

Description
This course is designed for those who are assigned to the business office or who work in business-related support services and have not taken an accounting or bookkeeping course. Attendees will learn the foundation of double-entry bookkeeping, bank statement reconciliation, fund types, accounts used in the bookkeeping process (including encumbrances),and  basic preparation of fund financial statements. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers all aspects of Activity Fund Accounting to include the different types of activity funds, activity fund systems, and sales tax. Attendees will come away with an understanding of the legal requirements related to managing activity funds, the various sources of funds which may be accounted for in an activity fund, the appropriate expenditures for campus and student activity funds, the accounting procedures used in activity funds and state laws governing sales tax collection, reporting and remittance. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This introductory-level course addresses the accounting cycle, budgetary accounting, and governmental fund accounting. Attendees will gain an understanding of the principles of debits and credits, the purpose of the general ledger, understanding a balance sheet, correcting entries, and preparing a statement of revenues, expenditures and changes in fund balance. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course provides detailed information to help with managing federal grant funds, with the goal of protecting external funding. Attendees will come away with an understanding of all aspects of Federal Grants funds from pre-award to post-award requirements such as financial management, procurement and allowable costs, asset management and other reporting and compliance requirements. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course introduces the internal audit function in school districts. Students will gain an understanding of the need for an internal audit function, how to establish an internal audit department, developing an internal audit manual, creating an audit schedule, and identifying performance standards. No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 3:45 PM
8:30 AM
This course addresses the major elements of the human resources function in a school district. Participants will develop an understanding of the roles and responsibilities of a school district personnel manager, including staffing components, employment arrangements, a total compensation package, and personnel records management. No Prerequisite.
Track
Human Resources
Time
8:30 AM - 3:45 PM
8:30 AM
This course provides participants with an understanding of the rules and regulations regarding service credits, retire/rehire programs, school accreditation guidelines and various school district leave issues. No Prerequisite.
Track
Human Resources
Time
8:30 AM - 3:45 PM
8:30 AM
This class reviews the components of maintenance and operations as it relates to school districts. Participants will become aware of the various roles and responsibilities maintenance and operations departments are responsible for, as well as the components that make up each role. The focus is to emphasize the need for proactive maintenance and operations programs that provide students, staff, and the public with safe environments conducive to learning. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for RTSBO and RTSBA Certification. Attendees will come away with a broad overview of the standards and competencies for school business administrators in each of eight areas of school business management. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for RTSBA & RTSBO certification. Focusing on leadership more than supervision, attendees will gain an understanding of leadership qualities and skills, recognizing personality types and generational differences, best practices for counseling and motivating employees, and the concepts of change management and time management. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for every level of TASBO certification. Attendees will discuss and come away with an understanding of how ethical values are developed, ethical values versus the law, identifying organizational ethical standards, coping with unethical people, and ethical guidelines for decision making. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
MGT317, MGT317C or alternative MGT318 is a requirement for RTSBA and RTSBO certification. This course provides attendees with an understanding of school financial numbers so that informed decisions can be made. Essential financial topics including account coding, managing budgets, forecasting and planning, cost accounting, internal controls and financial reporting are addressed. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
Students attending this introduction to payroll accounting will gain an understanding of the major components of the payroll process, procedures to provide balanced and auditable payroll records, TEA's guidelines for payroll budget coding and basic accounting concepts and procedures as they apply to payroll. No Prerequisite.
Track
Payroll
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers the year-end processes for payroll departments in Texas schools. Attendees will come away with an understanding of planning, preparation, and reporting steps. Real-life examples are provided to help participants apply the information in the course in their own districts. EOY audit-related tasks such as payroll accruals and compensated absences will also be addressed. No Prerequisite.
Track
Payroll
Time
8:30 AM - 3:45 PM
8:30 AM
Attendees will gain an understanding of how attendance impacts funding and accountability, the types of absences, and how to monitor attendance and absences. Suitable for PEIMS coordinators, clerks, administrators, counselors, special program administrators and anyone wanting to know more about student attendance and absences. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 3:45 PM
8:30 AM
Students will learn how to manage processes and data reports that will ensure quality state level reporting on discipline incidents. Topics covered include the discipline data elements, discipline data code tables, discipline edits, reporting, and ways to improve discipline data quality. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 3:45 PM
8:30 AM
In this introduction to the purchasing function within Texas school districts, students will learn the various legal requirements that the procurement function must adhere to, the purchasing requirements addressed in the Texas Education Code, legal exceptions and the responsibilities within the purchasing function. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers an overview of the Child Nutrition Programs (CNP) administered through the Texas Department of Agriculture (TDA). Attendees will gain an understanding of the legal requirements, non-compliance issues, the various school nutrition programs, and required records and due dates. No Prerequisite.
Track
School Nutrition
Time
8:30 AM - 3:45 PM
8:30 AM
In this introductory class, students will gain an overview of the duties of the transportation department; rules and regulations; state reports; purchasing procedures; and bus driver requirements. No Prerequisite.
Track
Transportation
Time
8:30 AM - 3:45 PM
8:30 AM
Discover general operating procedures that set the foundation for fiscal management. The template is a concise document that is designed to address general guidelines using an A-Z list of fiscal topics. Ideally, sub-manuals for federal grants, budgeting, purchasing, activity funds, etc. will be hyperlinked to the Fiscal Manual. Address the importance of developing and maintaining a written fiscal manual as well as tips to facilitate the customization of the template by each school/charter district. Receive shared documents and access to an online community to assist as you work independently to complete your own customized manual.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
Over the past year, there has been a 5%-8% decrease in the number of districts and charter schools receiving an A rating on FIRST. With the reinstatement of paused indicators and increasing financial pressures, there is a need to review the State’s Financial Accountability Rating System. Whether you are a seasoned CFO that was surprised by a decline in your rating, or you are new to school business, take a comprehensive look at FIRST. Review data sources and steps you can take to mitigate loss of points during indicator scoring.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
Purchasing cards, or "P-cards," can streamline both ends of the procure-to-pay process while introducing greater levels of control and visibility to the management of low-dollar, high-volume purchases. In the P-Card Programs Workshop, you’ll learn how to design and implement best-in-class P-card programs by empowering program managers, developing policies, defining purchase categories, expanding the program, and engaging with suppliers strategically.
Track
Purchasing
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM

Elevate your leadership with our Supervisor Fundamentals workshop, where you'll learn to assess and enhance your supervisory strengths, foster effective communication, and ensure quality completion of departmental goals. Gain the skills to develop and coach your team, lead with excellence, and model continuous improvement. Empower yourself to inspire your workforce and drive your department toward sustained success.

Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM

Tuesday, 16 June 2026

Description
In this continuation of Basic Governmental Accounting, students will come away with an understanding of recognition principles for assets, liabilities, equity, revenue and expenses. The course will delve deeper into governmental fund statements and financial reporting for proprietary and fiduciary funds. Prerequisite: ACT105A
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers all aspects of account coding for Texas school districts, including balance sheet accounts, revenues, expenditures and special circumstances. Students will understand why correct coding is important, and how to accurately code various situations. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course provides detailed information to help with managing state allotment program funds and complying with state law (TEC). Attendees will come away with an understanding of all aspects of State Allotment Program funds including the different types of program funds, allowable costs, spending requirements, identification of students served and staff paid from state allotment funds and other PEIMS data quality reporting. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers all aspects of conducting an external audit. Attendees will gain an understanding of the audit process from beginning to end, including hiring an outside auditor, planning and preparing for the audit, the types of audit opinions that may be issued, the Board’s responsibility during an audit, and information on current and new accounting standards. No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 3:45 PM
8:30 AM
Attendees will learn each step of the employment process, including planning and monitoring a staffing plan; the recruitment, application and interview process; the selection and placement process; and new employee onboarding. No Prerequisite.
Track
Human Resources
Time
8:30 AM - 3:45 PM
8:30 AM
This course provides an overview of the function and purpose of TRS and laws regulating school district employees and retirees. Students will gain an understanding of basics such as membership eligibility, eligible compensation and employer reporting requirements. The course is well-suited for human resources and payroll staff as an overview of the TRS system. No Prerequisite.
Track
Human Resources
Payroll
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers all aspects of budgeting and financial planning for the maintenance and operations department, including legal requirements, various approaches to budgeting including collaboration during the budget development process. Budgeting for construction programs, multi-year budgets and energy management will also be addressed in the course. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 3:45 PM
8:30 AM
Attendees will come away with an understanding of the organizational approaches for staffing maintenance functions, maintenance procedures and policies, repair of buildings and equipment, vehicle requirements, warehousing, and the mission of the maintenance department. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for RTSBA & RTSBO certification. Focusing on leadership more than supervision, attendees will gain an understanding of leadership qualities and skills, recognizing personality types and generational differences, best practices for counseling and motivating employees, and the concepts of change management and time management. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for every level of TASBO certification. Attendees will discuss and come away with an understanding of how ethical values are developed, ethical values versus the law, identifying organizational ethical standards, coping with unethical people, and ethical guidelines for decision making. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
This course is a requirement for RTSBA and RTSBO certification. Taught by an attorney, attendees will come away with an understanding of education as a function of the state, employee hiring procedures, use of independent contractors, access to personnel records, political/union and professional organization activities, the Texas whistleblower act, reduction in force, special education hearings, liability issues, and other legal issues. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
MGT310 or alternative MGT321 is a requirement for RTSBA and RTSBO certification. Students will gain an understanding of goal setting and needs assessment, major maintenance and facility plans, staff and student enrollment projections and long-range budget and financial models. Students will complete an in-class project using their district's school business operations data, and should have a working knowledge of school finance and Excel. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
MGT318 or alternates MGT317 or MGT317C is a requirement for RTSBA and RTSBO certification. This course provides an overview of advanced financial concepts to analyze the functions of the district. Attendees will come away with an understanding of financial analysis / managerial accounting, cost reporting and analysis, benchmarking, fund balance analysis, and other financial analysis. Prerequisite: Students should have a good understanding of the details of school finance.
Track
Leadership Development
Time
8:30 AM - 3:45 PM
8:30 AM
This course will provide attendees an understanding of the master schedule impact on funding and accountability. The focus of this course is not how to build a master schedule or how to use a student information system. Rather, this course focuses on essential elements to consider when determining courses to offer, PEIMS coding, and minimum requirements to ensure maximum funding and state compliance. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 3:45 PM
8:30 AM
This course provides an overview of state of Texas procurement laws. Students completing this course will understand the elements of the Education Code that deal with school purchasing procedures, the legal methods for making school district purchases that exceed state monetary requirements, and other state and federal laws that control the purchasing function. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers state statutes related to the planning, design and procurement of school construction projects. Each method allowed by state law will be described as well as procedures required if federal grant funds will be used for construction projects. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:45 PM
8:30 AM
This course is designed to provide a high-level management view of purchasing laws, policies, rules and guidelines for business officials who wear many hats that includes purchasing responsibilities. Learners will gain an understanding of legal requirements, ethics in purchasing, procurement guidelines and methods, types of procurement, contract management, records management and purchasing best practices. This course will be beneficial for principals, managers, directors and other administrators with budget and purchasing authority. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:45 PM
8:30 AM
Attendees will gain an overview of the federal and state statutes mandating safety and security audits in Texas public schools. No Prerequisite.
Track
Safety Security & Risk Management
Time
8:30 AM - 3:45 PM
8:30 AM
Attendees will learn how to establish effective and compliant procurement practices that ensure full and open competition for the purchase of school nutrition products and/or services, in compliance with specific purchasing regulations set up by the Administrator's Reference Manual (ARM), which may differ from EDGAR requirements. No Prerequisite.
Track
School Nutrition
Time
8:30 AM - 3:45 PM
8:30 AM
This course covers all aspects of budgeting and financial planning for the transportation department, including legal requirements, various approaches to budgeting, roles and responsibilities, and other items for consideration. No Prerequisite.
Track
Transportation
Time
8:30 AM - 3:45 PM
8:30 AM
In a world of growing deficit budgets, business office professionals must have a solid understanding of the cost and potential revenue associated with alternative investments. Discover how to compare revenue to cost by classroom, program and campus in this hands-on workshop.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM
As a school business professional, you are quite familiar with the challenges of managing multiple projects. Examine the formal process of project management, including the phases: Initiate, Plan, Execute, Monitor and Control, and Project Close. Come with a project in mind and walk away with the required knowledge, ability, and strategy to apply this process back at your district.
Track
Productivity & Time Management
Time
8:30 AM - 3:45 PM
8:30 AM
This hands-on training will guide you through completing state aid calculations, reviewing essential data, and understanding new data elements that affect district funding. Designed for first-year business officials managing budgets and state aid, the session includes support from experienced budget professionals. Bring a working copy of your district’s state aid template, as well as your projected student counts, taxable value information, and tax collections assumptions, and spend the day working through the template.
Track
Accounting & Finance
Time
8:30 AM - 3:45 PM
8:30 AM

Wednesday, 17 June 2026

Description
This course covers all aspects of budgeting and financial planning. Attendees will come away with an understanding of the budget development process, legal requirements related to developing a budget, multiple approaches to budgeting, roles and responsibilities of various parties, how to estimate revenues and expenditures, and preparing multi-year projections. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:00 PM
8:30 AM
This course explains proper accounts payable processes and procedures in school district business offices. Attendees will learn the role accounts payable plays in the district's financial position, the relationship between purchasing and accounting, and the need for strong internal controls and segregation of duties. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 3:00 PM
8:30 AM
The objective of this course is to provide attendees with the knowledge and skills necessary to understand the concepts and requirements that to conduct and/or pass an audit of student data. Attendees will gain an understanding of documentation and storage of information, the audit process, risk assessment and reporting to the management and the board. No Prerequisite.
Track
Internal Audit
PEIMS
Time
8:30 AM - 3:00 PM
8:30 AM
Attendees will develop an understanding of the fundamentals of managing school district employees, and best practices related to employee management. Areas covered include employee classification, FLSA requirements, employee conduct and documentation, change in status, complaints and grievances. No Prerequisite.
Track
Human Resources
Time
8:30 AM - 3:00 PM
8:30 AM
This course addresses all aspects of compensation management used in a Texas public or charter school district. Attendees will come away with knowledge of the essential elements related to legal issues, pay methods, budgeting, benefits, and economic trends impact employee compensation. No Prerequisite.
Track
Human Resources
Payroll
Time
8:30 AM - 3:00 PM
8:30 AM
This course provides a step-by-step guide on planning and administering school construction projects. Attendees will gain an understanding of TEA facility standards, educational facility specifications, selecting the architect and builder, construction administration, building commissioning, and post-construction administration. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 3:00 PM
8:30 AM
The purpose of this course is to provide students with information as outlined and mandated by Senate Bill 11. At the completion of this course, students will have the knowledge to develop a School Emergency Operations Plan (EOP). No Prerequisite.
Track
Maintenance & Operations
Safety Security & Risk Management
Time
8:30 AM - 3:00 PM
8:30 AM
This course is a requirement for RTSBA and RTSBO certification. Taught by an attorney, students will gain an understanding of the types of board policies, know how board policies are developed and used, and be able to fulfill the legal requirement for board meeting notices and minutes. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:00 PM
8:30 AM
This course is a requirement for every level of TASBO certification. Attendees will discuss and come away with an understanding of how ethical values are developed, ethical values versus the law, identifying organizational ethical standards, coping with unethical people, and ethical guidelines for decision making. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:00 PM
8:30 AM
MGT308 or alternative MGT320 is a requirement for RTSBA and RTSBO certification. Attendees will gain an understanding of the communication process and communication patterns, active listening, clarifying feedback, successful public speaking, crafting an image, and the importance of public relations. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:00 PM
8:30 AM
MGT317, MGT317C or alternative MGT318 is a requirement for RTSBA and RTSBO certification. This course provides attendees with an understanding of school financial numbers so that informed decisions can be made. Essential financial topics including account coding, managing budgets, forecasting and planning, cost accounting, internal controls and financial reporting are addressed. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 3:00 PM
8:30 AM
This course provides a deep dive into the TRS employer reporting requirements. Students will gain an understanding of the RE Portal system and how to access, enter and submit monthly reports with detailed information related to employees and retirees. The course is well-suited for staff who are responsible for submitting TRS monthly reports. Prerequisite: Students should be familiar with the TRS RE Portal system.
Track
Payroll
Time
8:30 AM - 3:00 PM
8:30 AM
This course is designed for district- and campus-level administrators and support staff who manage PEIMS data such as finance, HR, payroll, and student data. Attendees will gain an understanding of how PEIMS data is used across many divisions and departments for funding, attendance, human resources, payroll, accountability and public data  reporting. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 3:00 PM
8:30 AM
Students will come away with an understanding of how purchasing standards are developed and used, what standardization is, developing clear and concise specifications, using a scope of work, how to develop specifications and the evaluation and post award process. Bid documents, samples and sources will also be reviewed. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:00 PM
8:30 AM
This course provides a look at the federal requirements for the appropriate expenditure of federal funds by educational institutions. It focuses on proper procurement procedures and does not address all accounting aspects for federal funds. This course considers the mechanics for purchases subject to the Educational Department General Administrative Guidelines (EDGAR) and Other Applicable Grant Regulations as part of Title 34 Code of Federal Regulations. Failure to adhere to these regulations can mean loss of federal funds by educational entities, thus understanding purchasing requirements is essential. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:00 PM
8:30 AM
This course covers the Texas Business and Commerce Code and how it applies to vendor sales in a school district. Students will learn the different categories and types of contracts, how the language contained in bids, offers and contracts impacts the success of a contract, potential problems associated with contracts and best practices for contract management. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 3:00 PM
8:30 AM
Learn the importance of student attendance accounting and review the Student Attendance Accounting Handbook (SAAH) requirements for a local attendance procedures manual. Failure to develop and maintain local procedures may result in loss of state funds based on student attendance and special allotment program data submitted through TSDS PEIMS. Attend this informative webinar for an overview of SAAH changes in 2025-2026 and changes to the TASBO Student Attendance Accounting Procedures template. Attendees will receive the TASBO template as a shared resource to customize for their LEA.
Track
PEIMS
Accounting & Finance
Time
8:30 AM - 3:00 PM
8:30 AM
The Getting Things Done® workshop, by Vital Smarts, teaches the skills you need to manage the constant flow of requests, tasks, and interruptions you encounter all day. By learning how to capture, clarify, and organize your to-do list, you are more likely to make the best decision about where to spend your time/energy and prevent critical projects from slipping through the cracks, ultimately becoming more productive. When you are equipped with those skills, you are less likely to experience stress and burnout.
Track
Productivity & Time Management
Time
8:30 AM - 3:45 PM
8:30 AM
Learn the latest information about implementation of legislation from the 89th session including updates to the state aid calculations and changes to special education funding. Discover what might be under consideration when lawmakers come back to town for the 90th session in January. Leave prepared to help your district navigate the short and long term implications of the significant changes underway.  Note: If you are a member of the Center for School Finance and you would like to attend, please RSVP for this event directly through the Center for School Finance webpage.
Track
Accounting & Finance
Legislative & Governmental Relations
Time
8:30 AM - 3:45 PM
8:30 AM
Elevate your leadership with our Supervisor Fundamentals workshop, where you'll learn to assess and enhance your supervisory strengths, foster effective communication, and ensure quality completion of departmental goals. Gain the skills to develop and coach your team, lead with excellence, and model continuous improvement. Empower yourself to inspire your workforce and drive your department toward sustained success.
Track
Leadership Development
Time
8:30 AM - 3:00 PM
8:30 AM