This training explores the legal requirement in the Public Funds Investment Act (PFIA) for a periodic report, and the elements required by law to be included in the report. It also reviews the best practices in reporting the required information, the timing of the report presentation, and what to do if there are no existing investments or minimal investments to report. The benefits of utilizing graphics to assist reviewers in interpreting and understanding data will also be... Details
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In this training, Stephanie Vance, the Advocacy Guru, outlines a process for effective advocacy that works on any issue and with any audience. She shares her secrets for effective advocacy, including knowing what you want, who to ask, how to ask and how to follow-up. You’ll also learn how to build a long term relationship with decision-makers so that you can turn your policy dreams into reality. Participants will come away with a plan for activism that will serve them throughout the... Details
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Developed through a collaboration of school purchasing and finance leaders, this online workshop guides participants through procurement standards outlined in the 2 CFR Sections. Topics include conflict of interest, contracted services, certification of bids, micro-purchases, co-ops, sole source, cost analysis, and more. This workshop is geared towards purchasing staff, grant accountants, and grant administrators involved in facilitating federal fund purchases. CE 5/CPE 5.5
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Originally recorded at the Accounting & Finance Symposium, this recorded event reviews Fort Bend’s Internal and External Committee structure and how it creates a culture of collaboration and trust with stakeholders. It also provides a brief overview of how to find your peer districts and how benchmarking using those districts is useful in measuring your district’s strengths and weaknesses. CE 1/CPE 1
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We all know the importance of Campus Secretaries to district operations. The role is often one filled with complex tasks. This online workshop addresses many of the business-related tasks of a campus secretary including activity funds, cash management, purchasing, and communicating with staff, students, parents, and others. Topics include: budget monitoring and amendments, account codes, requisitions and purchase orders, cash management, activity accounts, petty cash, records... Details
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This online workshop is specifically designed for first-year business officials who are responsible for developing the district budget and for calculating state funding and other revenue. It covers budget terminology; data collection for the State Aid Template; cash management: estimating the cash and state aid revenue; the impact of tax collections and property values on Sate Aid; budget assumptions-pupil projections; tax collections, and more. Originally recorded in Allen and... Details
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Are the campuses reconciling their daily attendance data? Are you getting the maximum possible funding? In this live recording you'll discover how one fast growing school district aids and instructs the campuses on daily attendance reconciliation. You'll also learn how the day-to-day life of an attendance clerk significantly impacts how much funding is received. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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This live recording discusses the reasons and ideas for best practices on managing contract agreements, from execution to expiration. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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Control systems can now be attached to just about everything in the facilities and maintenance world. If utilized to their fullest, controls can increase our energy efficiency, and allow us more flexibility to provide a better quality environment for our customers. This live recording discusses specifications, pitfalls, benefits, and strategies being utilized by early adopters. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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This live recording explores ways to evaluate your budget in order to reduce costs. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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This live recording presents a recap of the Transportation reporting requirements and how the funding formulas can be maximized to benefit your school district. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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This live recording covers the risk assessment model used to review indicators in accordance with the COSO Model. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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This live recording discusses how to apply project management concepts and tools to multiple scenarios encountered by a School Business Official, such as a Financial Audit, a Campus Renovation Project, a Bond Project, and a Budget Project. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1
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Description: Master the Access 2016 interface by completing the beginner and intermediate modules in this bundle. Plan and create a database; manage records; find, filter and format data; work with tables; manage a relational database; build and format queries; design and use forms; create reports; and more. CE 4
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Description: Master the Excel 2010 interface by completing this 3-part bundle which includes beginner, advanced and intermediate learning modules. Learn time-saving tips and shortcuts; create, edit, format, and modify workbooks; view and manage multiple worksheets; use charts to present your data; adjust display settings; print worksheets; sort and filter data; learn how to collaborate with other users on a workbook; and use pivot tables to make your data easier to view and work... Details
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Description: Master the Excel 2013 interface by completing this 3-part bundle which includes beginner, advanced and intermediate learning modules. Learn time-saving tips and shortcuts; create, edit, format, and modify workbooks; view and manage multiple worksheets; use charts to present your data; adjust display settings; print worksheets; sort and filter data; learn how to collaborate with other users on a workbook; and use pivot tables to make your data easier to view and work... Details
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Description: Master the Excel 2016 interface by completing this 3-part bundle which includes beginner, advanced and intermediate learning modules. Create and format professional-looking spreadsheets; calculate totals, build simple formulas; create eye-catching charts; use practical formulas; add conditional formatting; gain speed with tables; automate tasks with macros; unleash the power of pivot tables and pivot charts; and troubleshoot complex formulas. CE 3
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Description: Learn time-saving Google App tips and shortcuts including: how to navigate through your Google Drive, keep it organized, and add and share files; create text documents in Google Docs; use Google Sheets to create spreadsheets; calculate data with formulas; create charts; and learn how to create and present slideshow presentations through Google Slides. CE 2
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Description: This 3-part bundle includes a: Microsoft Office365 training module, a Microsoft OneDrive for Business training module, and a Microsoft OneNote 2016 training module. These modules will expand your knowledge and learn the skills necessary to move your daily business activities online where you can work more collaboratively and efficiently from anytime and from anywhere. CE 3
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Description: Learn how to use OneNote 2013: Capture rich meeting notes and ideas in a digital notebook; organize, share and find notes quickly; and more. CE 1
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Description: Learn how to use OneNote 2016: Capture rich meeting notes and ideas in a digital notebook; organize, share and find notes quickly; and more. CE 1
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Description: This 2-part bundle offers beginning and intermediate training in Outlook 2010. This bundle will teach you how to navigate your inbox; format emails; schedule meetings; share your calendar; create contact groups; create rules and search folders; gain speed with Quick Parts; recall, redirect and archive emails; and more. CE 2
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Description: This 2-part bundle offers beginning and intermediate training in Outlook 2013. This bundle will teach you how to navigate your inbox; format emails; schedule meetings; share your calendar; create contact groups; create rules and search folders; gain speed with Quick Parts; recall, redirect and archive emails; and more. CE 2
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Description: This 2-part bundle offers beginning and intermediate training in Outlook 2016. This bundle will teach you how to navigate your inbox; format emails; schedule meetings; share your calendar; create contact groups; create rules and search folders; gain speed with Quick Parts; recall, redirect and archive emails; and more. CE 2
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Description: This 2-part bundle offers beginning and intermediate training in PowerPoint 2010. In this bundle you will: create a presentation; deliver a slide show; move and hide slides; add slides from another file; create visual appeal with charts and tables; add transitions and animations; manage slide masters; and more. CE 3
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