Developing a Fiscal Manual Workshop- Online

The TASBO Fiscal Manual includes general operating procedures that set the foundation for fiscal management. The 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 Developing a Fiscal Manual Workshop 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.

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

Time: 9:00AM- 12:00 PM 
FEE: $235 Member | $285 Non-Member
PRESENTER: Rebecca Estrada, RTSBA
CEU/CPE Hours: 3/3.5

Cancellation Policy: Cancellations are only accepted in writing. Cancellations received seven (7) working days before the event are cancelled in full, those received one (1) to six (6) working days before the event are cancelled at 50 percent, and cancellations are not accepted the day of or after the event. If you do not cancel and/or do not attend, you are still responsible for payment. If TASBO cancels an event, you will be refunded in full.

With questions regarding registration, payments, or changes, please email

4/17/2023 9:00 AM - 12:00 PM