Developing a Fiscal Manual Workshop- Online

TASBO’s Fiscal Manual includes general operating procedures that set the foundation for fiscal management. The Fiscal Manual template is a concise (approximately 30 pages) document that is designed to address general fiscal 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. The 1 ½ hour webinar will 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. In addition to the overview, attendees will receive shared documents (Fiscal Manual template in Word, forms and procedures) and will be encouraged to participate in a TASBO Online Community as they work independently to complete their own customized Fiscal Manual. The presenter/facilitator will monitor the Online Community and provide support as needed.

This Fiscal Manual template is NOT the State and Federal Grants (EDGAR) Manual. TASBO’s State and Federal Grants (EDGAR) Manual is a comprehensive manual (approximately 90 pages) that specifically focuses on state and federal grant management that includes EDGAR topics such as: Pre and Post-award requirements such as Property Standards, Procurement Standards, and Financial Management.

Tuesday, May 11, 2021 | 2:00 PM - 3:30 PM
$215 Member | $265 Non-Member
Presented by: Becky Estrada, RTSBA, CFO, Lackland ISD
CEU/CPE: 1.5

The workshop will take place via live Zoom webinars.

CANCELLATION POLICY: Standard cancellations for the Fiscal Manual Workshop are NOT permitted this year. Please note by accessing the proprietary resources on the TASBO Developing a Fiscal Manual Workshop you will be unable to cancel your attendance at this event. All registrants will have access to the recorded lecture content for at least 30 days. Please contact us at to request changes and/or ask for special consideration.
5/11/2021 2:00 PM - 3:30 PM
Online, TX