2023 Summer Solutions Conference

Please read the information below before registering:

 

The TASBO Summer Solutions Conference is three days of learning, problem-solving, and networking. Courses will be offered Monday, Tuesday, and Wednesday with conference workshops on Tuesday and Wednesday. Exhibits on Tuesday only. This summer event will be in Galveston and is family-friendly and casual!

 

TO REGISTER:
ACTION: All courses/workshops need to be selected during the registration process. If someone else in your department handles the registration, you will need to let them know your course/workshop selections at the time of registration. Once submitted, ANY edits to registration need to be emailed to register@tasbo.org. *You will not be able to edit a registration online.*

1.) Sign-In to Register

 

2.) 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.

 

3.) There are 5 options for registering. You will need to select one (1) of the following options and then scroll down to select the courses/workshops of your choice to build your itinerary: Courses and Conference Workshops, Courses Only Registration, Conference Workshops Only, Courses and Do What Matters Most Workshop, and Do What Matters Most Workshop Only Registration

 

4.) After selecting your registration type, scroll down to go through the day/times schedule and select "Add" next to your choice to put it in your itinerary. **Make sure to pay attention to dates/times as they relate to your registration option type**

 
     
  • Courses are six (6) hours long including lunch and are offered Monday, Tuesday, and Wednesday. You can only select up to one (1) course per day. If you choose Conference Workshops & Courses, you will not be able to do a course on Tuesday, 6/13.
  •       
  • Conference Workshops on Tuesday, 6/13 will need an AM and a PM option selected for a max of six (6) CEU hours. You will need to decide on these in order to check out. You may also choose the Do What Matters Most Workshop on Wednesday. 
  •  
 

5.) After you have completed your selections, scroll to the bottom of the page to click, "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 itinerary. If no red text appears, enter your payment option, agree to the terms, and then press, "Submit."

 

HOTEL: Hotel information will be emailed upon registering beginning on Thursday, March 23. 

When
6/12/2023 - 6/14/2023
   

Monday, 12 June 2023

 
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. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 AM

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. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 AM

This ACT105A Basic Governmental Accounting, Part I 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. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Accounting & Finance
Internal Audit
Time
9:00 AM - 4:00 PM
9:00 AM

This DIS101 Materials Management for School Districts course covers the basic concepts of materials management for school districts with distribution centers and/or warehouses. Students will gain an understanding of the distribution services function, inventory management and control, customer service, and best practices for efficient operations. No prequisite. CEU/CPE 6/7
Track
Distribution & Inventory
Time
9:00 AM - 4:00 PM
9:00 AM

In this hands-on computer course, beginning users will learn the basic functionality of spreadsheets with specific skill development in building and modifying a spreadsheet, formatting worksheets, and building formulas. No Prerequisite.CEU/CPE 6/7
Track
Information Technology
Time
9:00 AM - 4:00 PM
9:00 AM

Participants will learn processes for building a long-range facility plan. Discussions will include facility needs assessment, cost analysis, planning resources, plan development, and techniques for this important aspect of facility management. No Prerequisite. CEU/CPE 6/7
Track
Maintenance & Operations
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

MGT308 or alternative MGT320 is a requirement for RTSBO and RTSBA certification and is highly recommended for anyone in a leadership or superior role. 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

MGT317, MGT317C or alternative MGT318 is a requirement for RTSBO and RTSBA 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Payroll
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
PEIMS
Time
9:00 AM - 4:00 PM
9:00 AM

This PER_PAY103 Intro to TRS: Collaboration of HR & Payroll 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. CEU/CPE 6/7
Track
Payroll
Personnel
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Personnel
Time
9:00 AM - 4:00 PM
9:00 AM

This PUR101 Intro To Purchasing & Supply Management course provides 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. CEU/CPE 6/7
Track
Purchasing
Time
9:00 AM - 4:00 PM
9:00 AM

This PUR205 Purchasing Compliance - Federal Fund Expenditures (EDGAR) 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 presentation 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. CEU/CPE 6/7
Track
Purchasing
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
School Nutrition
Time
9:00 AM - 4:00 PM
9:00 AM

This ticket is for the guest of a registered attendee that is not a school business official or vendor. The Monday night event is very family friendly. *Kids 15 and under do not need a ticket for entry.
Time
5:30 PM - 7:30 PM
5:30 PM

Tuesday, 13 June 2023

 
Discover relevant updates and look toward the future with various experts. Recieve a legislative update, tax rate adoption information, and more.
Track
Accounting & Finance
Time
9:00 AM - 12:00 PM
9:00 AM

Where do you see yourself in three, five, or even ten years? Hear practical tips and advice to assist you in presenting your best self when you are ready for the next step in your professional journey. Examine how to answer interview questions and convince that hiring manager that you’re the one. Discuss resume development, explore pointers in updating your resume, and address important facts to include and omit. Receive tips from successful school business and operations officials as they share their stories about their journey. Activities will include mock interviews and a review of resume formats.
Track
Career Pathways
Time
9:00 AM - 12:00 PM
9:00 AM

Seasoned school operations professionals will lead this workshop with topics ranging from recruiting and staffing to safety and security.
Track
Maintenance & Operations
Safety, Security & Risk Management
Time
9:00 AM - 12:00 PM
9:00 AM

Description coming soon.
Track
Payroll
Personnel
Time
9:00 AM - 12:00 PM
9:00 AM

This workshop will start with an overview of Student Attendance Accounting. We’ll discuss WHY procedures are required, WHAT should be in the procedures, and HOW to develop and implement the procedures. The session will wrap up with a work session to complete an Attendance Procedures Template.
Track
PEIMS
Time
9:00 AM - 12:00 PM
9:00 AM

Whether you have participated in our True Colors assessment or not, this workshop takes your True Colors spectrum one step further. Explore the nuances of conflict, receive tools to identify and navigate conflict, and learn how to best implement workplace conflict resolution strategies.
Track
Leadership
Time
9:00 AM - 12:00 PM
9:00 AM

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), basic preparation of fund financial statements, beginning the budget process, and the need for internal controls. No Prerequisite. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Accounting & Finance
Internal Audit
PEIMS
Time
9:00 AM - 4:00 PM
9:00 AM

In this hands-on computer course, intermediate users will develop skills with additional features of spreadsheets, including viewing and managing worksheets, creating and working with charts, printing worksheets, and working with data ranges and tables. Prerequisite: ITC202A or equivalent experience. CEU/CPE 6/7
Track
Information Technology
Time
9:00 AM - 4:00 PM
9:00 AM

This course covers the key concepts about how districts can put controls in place to handle cybersecurity threats and reduce risk. Attendees will gain critical knowledge about cybersecurity frameworks, threat and vulnerability management, and aspects of cybersecurity governance, and learn how to build improved defenses and develop a robust action plan to comply with required legislative requirements. No Prerequisite. CEU/CPE 6/7
Track
Instructional Materials
Time
9:00 AM - 4:00 PM
9:00 AM

This MAO101 Intro To Plant Maintenance & Operations 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. CEU/CPE 6/7
Track
Maintenance & Operations
Time
9:00 AM - 4:00 PM
9:00 AM

This MGT301 Functions & Duties School Business Admin 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

This MGT303 Approaches To Leadership & Management course is a requirement for RTSBO and RTSBA 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

This course is a requirement for RTSBO and RTSBA 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

This course provides an in-depth study of the Fair Labor Standards Act, including legal requirements, administration and sample forms. Participants will gain an understanding of FLSA legal requirements, minimum wage provisions, overtime and compensatory time pay, child labor regulations, and recordkeeping requirements. Class activities will provide students an opportunity to learn how to apply the FLSA regulations in their school districts. No Prerequisite. CEU/CPE 6/7
Track
Payroll
Personnel
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Purchasing
Time
9:00 AM - 4:00 PM
9:00 AM

Participants will gain an understanding of the importance of compliance with all state, federal and local laws, mandates, policies and procedures which apply to Texas school district transportation operations. A calendar of deadlines and the TEA School Transportation Allotment Handbook will be reviewed. No Prerequisite. CEU/CPE 6/7
Track
Transportation
Time
9:00 AM - 4:00 PM
9:00 AM

Payroll disbursements are a critical, recurring function that require written procedures to ensure accuracy, timeliness, and stability. Does your district have written payroll procedures? What would happen if one of your payroll specialists (or your ONLY payroll specialist) unexpectedly left? Any district may find that it needs to rely heavily on written procedures, checklists, and best practices. Join us, and bring your district’s procedures, to discuss how you can be sure your district is ready.
Track
Payroll
Time
1:00 PM - 4:00 PM
1:00 PM

Discover the latest in PEIMS right now including Ed-Fi updates, Pre-K round-up for beginning of school, and back to school procedures. For Ed-Fi, explore how’s it going, what to expect, new laws by the 88th Legislature, and how will this affect PEIMS reporting this school year. Regarding Pre-K, look at what is required and what is accepted. Lastly, review back to school trainings, updates to manuals, procedures, and so much more.
Track
PEIMS
Time
1:00 PM - 4:00 PM
1:00 PM

Receive guidance from the TASBO online learning team on various tools that can improve communication and collaboration with your team -from Teams and Excel to Trello and Miro. Examine time management best practices and ways to prioritize workloads and delegate tasks.
Track
Productivity
Time
1:00 PM - 4:00 PM
1:00 PM

Description coming soon.
Track
Purchasing
Time
1:00 PM - 4:00 PM
1:00 PM

Have questions about school finance or your state aid template? Trying to understand the impact of the 88th legislature on your district’s budget so you can explain it to your board? In this session, we will have experts in the area of school finance and school audits available to work with members one-on-one or in small groups. We will trouble shoot and answer questions around your state aid calculations, your district’s budget situation, how to estimate and book settle-up, and how to scenario plan around the impact of alternative budget decisions. Come with the questions, or come and listen to the questions your colleagues ask that you hadn’t yet thought of!
Track
Accounting & Finance
Time
1:00 PM - 4:00 PM
1:00 PM

Clifton StrengthFinders provides an individualized perspective along with a universal language by which leaders and teams can be understood. Build self-awareness of your top strengths, receive insight to how you use those strengths to work with a team, and walk away with tangible next steps for how to leverage your strengths in your day-to-day practic
Track
Leadership
Time
1:00 PM - 4:00 PM
1:00 PM

Wednesday, 14 June 2023

 

Become introduced to three high-performance habits that individuals and organizations can use to prioritize time and focus on doing what matters most both personally and professionally. When these habits are applied in an organization it can translate into a unified vision and goals, effective strategic planning, better communication and collaboration, increased student achievement, and overall improved culture. Engage in interactive activities to jump-start you on your way to developing a personal vision and achievable goals!

This workshop has an option to become certified in this content. Review more information HERE.

Track
Productivity
Time
9:00 AM - 4:00 PM
9:00 AM

In this continuation of Basic Governmental Accounting, students will come away with an understanding of recognition principles for assets, liabilities, equity, revenue and expenses, and will delve deeper into governmental fund statements and financial reporting for proprietary and fiduciary funds. Prerequisite: ACT105A. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 AM

This course provides detailed information to help with managing federal and state funds as well as state programs, with the goal of protecting external funding. Attendees will come away with an understanding of all aspects of Special Revenue and State Program funds including the different types of funds, allowable costs, reporting requirements, and other compliance issues. No Prerequisite. CEU/CPE 6/7
Track
Accounting & Finance
Time
9:00 AM - 4:00 PM
9:00 AM

"Participants should have a good working knowledge spreadsheet design and use before taking this hands-on computer course. Attendees will develop skills with pivot tables, pivot charts, advanced formatting and formulas, and macros. Prerequisite: ITC202B or equivalent experience. CEU/CPE 6/7
Track
Information Technology
Time
9:00 AM - 4:00 PM
9:00 AM

The purpose of this MAO_RMS 205 Risk Control: Emergency Operations Plan (EOP) 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. CEU/CPE 6/7
Track
Maintenance & Operations
Safety, Security & Risk Management
Time
9:00 AM - 4:00 PM
9:00 AM

This MGT306 Board Policies & Administrative Procedures course is a requirement for RTSBO and RTSBA 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

MGT308 or alternative MGT320 is a requirement for RTSBA 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
Time
9:00 AM - 4:00 PM
9:00 AM

MGT310 or alternative MGT321 is a requirement for RTSBO and RTSBA 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. CEU/CPE 6/7
Track
Leadership
Time
9:00 AM - 4:00 PM
9:00 AM

MGT317, MGT317C or alternative MGT318 is a requirement for RTSBO and RTSBA 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
Time
9:00 AM - 4:00 PM
9:00 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, and anyone wanting to know more about student attendance and absences. No Prerequisite. CEU/CPE 6/7
Track
PEIMS
Time
9:00 AM - 4:00 PM
9:00 AM

This course covers all aspects of leaves and absences, including Family and Medical Leave Act (FMLA), workers’ compensation, Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA), and state and local leave programs. Attendees will come away with an understanding of the legal requirements related to leaves, absences, temporary disability leave and FMLA, the difference between mandated state leave programs and local leave programs, how workers’ compensation relates to the district’s leave programs and how to manage leave and absence programs. No Prerequisite. CEU/CPE 6/7
Track
Payroll
Personnel
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Personnel
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Purchasing
Time
9:00 AM - 4:00 PM
9:00 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. CEU/CPE 6/7
Track
Purchasing
Time
9:00 AM - 4:00 PM
9:00 AM

Students will gain an understanding of the annual cycle of instructional materials management, relevant legal requirements, state instructional materials selection, distribution styles of management and the state inventory system, EMAT. No Prerequisite. CEU/CPE 6/7
Track
Distribution & Inventory
Time
9:00 AM - 4:00 PM
9:00 AM