2024 Engage Annual Conference

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Step 2: Make Your Registration Selection
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- 1-Day Conference & Courses and/or Workshops Registration
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 Note: any additions/changes after you submit your registration must be submitted in writing to register@tasbo.org .

When
2/19/2024 - 2/23/2024
Where
George R. Brown Convention Center 1001 Avenida De Las Americas Houston, TX 77010
   

Monday, 19 February 2024

 
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.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

Attendees of this course will come away with an introductory conceptual overview of the current educational funding system for public schools in Texas, the undergirding principles of that system an overview of the reports, tools and templates available to help districts understand and project revenue under the Foundation School Program (FSP), and the calculations needed to compute funding under Tiers 1 and 2 of the FSP as well as recapture. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

Designed for those who are working in a charter school business office or are managing a charter school budget. This course covers all aspects of budgeting and financial planning for charter schools. 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
Charter Schools
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 AM

Participants should have a basic understanding of classifying, recording and summarizing governmental bookkeeping transactions before taking this course. Attendees will review governmental funds and fund types, GASB’s accounting principles, financial statement elements, accounting policies and disclosures, and specialized accounting applications. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

This course is designed to take a step-by-step approach through the planning and preparation to determine the facility and educational needs of a school district, as well as how to develop a good debt management program. Students will gain an understanding of how to collect and present data needed to support the campaign, types of bond instruments and how the bond market works, and the role of the school district as the issuer of bonds. Prerequisite: ACT105A/B, ACT205A/B or equivalent experience; accounting background recommended.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

Students will come away with an understanding of the various government taxation concepts and how they relate to school district property taxation. Topics covered include an overview of the property taxation system, property tax law, stakeholder roles in the property tax system, the tax calendar, and the Property Value (Ratio) study. No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 PM
8:30 AM

Having an internal auditor at your district is a value-added function that provides independent review of internal controls. However, what do you do if your district doesn’t have one? Students will come away with an understanding of the auditor role and how that function can be implemented with staff currently in place, and about evaluating risk and the solutions available to reduce the likelihood of a negative result.Ê No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 4:00 PM
8:30 AM

This course presents an overview of purchasing and stock management in Texas school districts. Attendees will learn the elements of a contract, the stages of the purchasing process, selecting items and establishing levels for stock, and stock review. Three years of experience with purchasing or distribution is recommended. No Prerequisite.
Track
Distribution & Inventory
Purchasing
Time
8:30 AM - 4:00 PM
8:30 AM

This 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 Prerequisite.
Track
Distribution & Inventory
Time
8:30 AM - 4:00 PM
8:30 AM

Students will gain an understanding of the annual cycle of instructional materials and technology management, relevant legal requirements, state instructional materials selection, distribution styles of management and the state inventory system, EMAT. No Prerequisite.
Track
Instructional Materials
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 4:00 PM
8:30 AM

Attendees will come away with an understanding of how technology leaders integrate the district’s mission and values into the organization, create a sustainable organization, set performance expectations and monitor progress, and use feedback to improve leadership effectiveness. The leadership framework used in this course is based on the Baldrige Education Criteria for Performance Excellence No Prerequisite.
Track
Information Technology
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

This introductory class reviews the operational systems that make up modern school buildings such as HVAC, roofing systems, floor coverings and grounds equipment. Participants will become aware of the need for planning in the design of these systems, implementing preventative maintenance systems, and budgeting for component replacement over the life of systems. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 4:00 PM
8:30 AM

This course provides an overview of how to properly manage custodial services for a school district. Attendees will learn the key factors to consider when managing custodial services, from work planning, staffing, scheduling and inventory to the more foundational questions such as whether or not to outsource services. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

Attendees will come away with an understanding of legal aspects of supervision, evaluations, hiring, training, and management of non-exempt staff, relative to the maintenance and operations department. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 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 Development
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 AM

MGT321 or alternative MGT310 is a requirement for RTSBA and RTSBO certification. Moving from a system of schools to a school system focused on a common vision and mission begins with a commitment of everyone to continuous improvement and the transformation of the organization. The Baldrige Education Criteria for Performance Excellence (BECPE) is a management framework to monitor continuous improvement efforts for each school, classroom, and district-wide department. Attendees will gain an understanding of the Baldrige Education Criteria for Performance Excellence Framework as an integrated management system, the key management concepts for leading performance excellence, the evaluation factors used for assessing an organization and the role of effective change management. No Prerequisite.
Track
Leadership Development
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

This course reviews the Student Attendance Accounting Handbook (SAAH) Sections 1, 4, 5 and 6 in detail. Students will learn the difference between serving a student and being entitled to funding for a student in that program, eligibility for a program, assembly of documentation for programs, responsibilities, auditing and tips for data quality. PEI103A covers special education, CATE and ESL programs. Appropriate for a beginner or anyone wanting to know more about accurate procedures, documentation and special rules for each Special Program. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 4:00 PM
8:30 AM

This course provides a comprehensive and in-depth look at the data elements important to each TSDS PEIMS submission. Students will gain an understanding of the loading/delete utility process, resolving TSDS file and data errors, and effectively using the PEIMS Reports to help verify data before completing a submission. This course is designed for District PEIMS Coordinators with at least one PEIMS submission year experience. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 4:00 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 - 4:00 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
Payroll
Personnel
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Payroll
Personnel
Time
8:30 AM - 4:00 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
Personnel
Time
8:30 AM - 4:00 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
Personnel
Time
8:30 AM - 4:00 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
Personnel
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 AM

This course provides an overview of the competitive sealed proposal process. Students will come away with an understanding of the components of an RFP, advertising requirements, how to prepare the scope of work, factors for evaluation, methods of negotiation and sample guidelines and RFP examples. No Prerequisite.
Track
Purchasing
Time
8:30 AM - 4:00 PM
8:30 AM

In this introductory course, students will come away with an understanding of the process and techniques of risk management, providing a safe environment, and strategies for mitigation, preparedness, response and recovery. No Prerequisite.
Track
Safety, Security & Risk Management
Time
8:30 AM - 4:00 PM
8:30 AM

This course identifies and enables all school staff to identify and utilize the seven principles of HACCP. Attendees will gain an understanding of district warehouse advantages, receiving and storing properly, inventory calendar, warehouse staff and distribution, HACCP overview and developing HACCP plans. No Prerequisite.
Track
School Nutrition
Time
8:30 AM - 4:00 PM
8:30 AM

Students will come away with an understanding of essential financial and regulatory requirements of operating school nutrition programs under USDA and TDA regulations. Current best practices, school nutrition key performance indicators, and benchmarking will be identified and described to assist in improving the operational and financial effectiveness of school nutrition programs. No Prerequisite.
Track
School Nutrition
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

(Price includes both workshop days.) This two-day program incorporates the experiences and perspectives of seasoned school business leaders who have the tools and strategies to meet you wherever you are in your leadership journey. Whether you strive to lead, were recently promoted to a management role, or have been in a leadership role for years, you are certain to gain from this experience.
Time
2/19/2024 9:00 AM - 2/20/2024 4:00 PM
9:00 AM

Tuesday, 20 February 2024

 
Building on State Aid Calculation Part I, attendees will come away with an in-depth understanding of the inputs data that populate the summary of finance, including average daily attendance, full time equivalent students, property values, and property taxes and tax rates. The “other programs” outside Tiers 1 and 2 of the Foundation School Program and the facilities funding programs are also reviewed. Prerequisite: ACT101A.
Track
Accounting & Finance
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 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.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 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
Track
Accounting & Finance
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

This course covers all aspects of account coding for Texas nonprofit charter schools, including balance sheet accounts, revenues and expenditures, and special circumstances. Students will understand why correct coding is important, and how to accurately code various situations. No Prerequisite.
Track
Accounting & Finance
Charter Schools
Time
8:30 AM - 4:00 PM
8:30 AM

Attendees will come away with a general overview of the legal requirements for investing public school funds, collateralizing depository funds, developing policies and supporting resolutions. The course will introduce investment accounting and reporting requirements and the initial knowledge for cash management and investment strategies, and provides six hours of training for designated investment officers under the Public Funds Investment Act (PFIA). No Prerequisite.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

This course is a continuation of ACT205A, which is a prerequisite for this class. Attendees will come away with an understanding of shared service arrangements, financial statement elements, accounting policies and disclosures, GASB pronouncements, specialized accounting applications, and GASB 34 requirements, basis, and application for government-wide financial statements. Prerequisite: ACT205A.
Track
Accounting & Finance
Time
8:30 AM - 4:00 PM
8:30 AM

This course provides guidelines relating to U.S. generally accepted accounting principles (GAAP) to assist local school districts in preparing financial statements to be included in the districts’ comprehensive annual financial report (CAFR). Attendees will develop an understanding of key school district financial reporting requirements, the content of different sections and statements in the CAFR, and related reconciliations, adjustments and conversions. Prerequisite: ACT205A/B or applicable work experience.
Track
Accounting & Finance
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

This course provides an introduction to District-wide Risk Assessment (DRA) for all department managers, district leaders and other staff. Attendees will gain an understanding of basic risk assessment concepts, risk control structures, the different types of risks and controls, and the differences between DRA and annual risk assessments. No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 4:00 PM
8:30 AM

Operational audits are independent, systematic evaluations that are essential to improving organizational and operations effectiveness in school districts. Students in this class will be able to identify the types of operational audits, the benefits of operational audits, and how to perform and report operational audits. No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 4:00 PM
8:30 AM

This course covers the “need-to-know” aspects of shipping and receiving functions within warehouses and distribution centers, including terminology and concepts, material handling and storage requirements, order selection and shipping procedures, developing schedules and daily routines, and receiving and shipping standards. No Prerequisite.
Track
Distribution & Inventory
Time
8:30 AM - 4:00 PM
8:30 AM

Participants will gain an understanding of Senate Bill 6, TAC Chapter 66 and TEC Chapter 31; proclamations and the instructional materials selection process; the role a district committee plays during a new adoption; and ordering materials, receiving, and the organization of distribution. No Prerequisite.
Track
Instructional Materials
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 4:00 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 4:00 PM
8:30 AM

Track
Information Technology
Time
8:30 AM - 4:00 PM
8:30 AM

This course will provide insights into the various components of an effective Information Technology Management organization. Attendees will gain an understanding of the list of processes required, principles of process improvement, tools for process change, leadership approaches, and strategies to include core competencies. No Prerequisite.
Track
Information Technology
Time
8:30 AM - 4:00 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 - 4:00 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, roles and responsibilities, and other items for consideration. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 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.
Track
Maintenance & Operations
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 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 Development
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 - 4:00 PM
8:30 AM

MGT318 or alternative MGT317 is a requirement for RTSBA 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 - 4:00 PM
8:30 AM

MGT320 or alternative MGT308 is a requirement for RTSBA certification. Political advocacy may be foreign to you and outside your comfort zone, but you could actually be the most effective advocate for your district's position on matters of concern. Attendees will come away with an understanding of the levels of government, the principles for effective advocacy, how to understand what makes policymakers "tick", the legislative process and how to create and deliver an effective message. No Prerequisite.
Track
Leadership Development
Legislative
Time
8:30 AM - 4:00 PM
8:30 AM

Students will become familiar with federal payroll tax reporting requirements, including what constitutes wages, how wages are reported, what amounts are withheld for tax purposes, and how withheld amounts are submitted and reported to the federal government. Major components of required forms for reporting to employees, independent contractors, the Internal Revenue Service, and the Social Security Administration (SSA) will also be reviewed. No Prerequisite.
Track
Payroll
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

This course reviews the Student Attendance Accounting Handbook (SAAH) Sections 7-14 in detail. Students will learn best practices concerning special programs as well as how special programs can impact funding. PEI103B covers PreK, Gifted/Talented, Pregnancy Related Services, Alternative Education Programs, Nontraditional Programs and Virtual, Remote and electronic instruction. Appropriate for a beginner or anyone wanting to know more about accurate procedures, documentation and special rules for each Special Program. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 4:00 PM
8:30 AM

Participants will gain an understanding of the history of PEIMS, the data that goes into and comes out of the Texas Student Data System (TSDS), what is required in Budget and Actual submissions and the TSDS validation process and requirements. No Prerequisite.
Track
PEIMS
Time
8:30 AM - 4:00 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 - 4:00 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
Payroll
Personnel
Time
8:30 AM - 4:00 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
Personnel
Time
8:30 AM - 4:00 PM
8:30 AM

Taught by an experienced school personnel law attorney, students will gain an understanding of personnel laws pertaining to hiring and contracting, leaves and absences, and employee policies. No Prerequisite.
Track
Personnel
Time
8:30 AM - 4:00 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 - 4:00 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 - 4:00 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 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.
Track
Purchasing
Time
8:30 AM - 4:00 PM
8:30 AM

Participants will come away with an understanding of workers' compensation legal requirements, the structure of the Texas Department of Insurance / Division of Workers’ Compensation, loss control and cost containment, return-to-work programs, and claims management. No Prerequisite.
Track
Safety, Security & Risk Management
Time
8:30 AM - 4:00 PM
8:30 AM

RMS306 Risk Control: Incident Command System (ICS) / Threat Behavior Assessment - Attendees will come away with an understanding of the process to set up an Incident Command Team in a school district, the roles and processes for completing an Incident Action Plan, and the steps involved in the Threat Assessment process. In-class exercises will provide attendees the opportunity to develop a sample Incident Action plan utilizing the ICS forms from FEMA, as well as work through a scenario using the Sigma Threat Assessment tools. Prerequisite: FEMA ICS 100 at: https://training.fema.gov/is/courseoverview.aspx?code=IS-100.c&lang=en
Track
Safety, Security & Risk Management
Time
8:30 AM - 4:00 PM
8:30 AM

Provides an overview of HR functions related to school nutrition personnel. Areas covered include recruitment, selection and placement, job descriptions and work schedules, job performance and remediation/documentation, policies and procedures, in-service and emergency training. No Prerequisite.
Track
School Nutrition
Time
8:30 AM - 4:00 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 - 4:00 PM
8:30 AM

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!
Time
9:00 AM - 4:00 PM
9:00 AM

Thursday, 22 February 2024

 
This fee will allow you access to events on Wednesday & Thursday. Co-workers or associates in the industry may not register as a guest(18+ friend or family members). Please submit name of guest(s) to register@tasbo.org.
Time
2/22/2024 - 2/23/2024

Friday, 23 February 2024

 
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 - 3:30 PM
8:30 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.
Track
Accounting & Finance
Time
8:30 AM - 3:30 PM
8:30 AM

Building on ACT203A, this course will give attendees a detailed and advanced cash management and investment focus. Attendees will review best practice depository relationships and contracts, GASB reporting for statements 31, 40 and 72, safety in collateral arrangements and safekeeping, as well as how to establish competitive and effective broker / dealer relationships. Prerequisite: ACT203A.
Track
Accounting & Finance
Time
8:30 AM - 3:30 PM
8:30 AM

This course will provide an overview to detect and investigate fraud at their school district. Learning objectives include effective strategies to prevent, deter, and detect fraud; common school district fraud schemes; and the main fraud investigation components of collecting evidence, conducting fraud interviews, and report writing. No Prerequisite.
Track
Internal Audit
Time
8:30 AM - 3:30 PM
8:30 AM

Many items used in school districts have special handling and storage requirements. In this course attendees will gain an understanding of logistics related to a school district distribution center, inventory concerns for different products, and warehousing needs related to items such as school office supplies, maintenance and transportation items, records storage, textbooks and child nutrition items. No Prerequisite.
Track
Distribution & Inventory
Time
8:30 AM - 3:30 PM
8:30 AM

Participants will gain an understanding of TIMA requirements, the latest on TIMA funds and how to manage budgeting and other financial processes.
Track
Instructional Materials
Time
8:30 AM - 3:30 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 3:30 PM
8:30 AM

In this hands-on computer course, participants will develop their Microsoft PowerPoint software skills to create engaging and persuasive presentations that incorporate multimedia elements. No Prerequisite.
Track
Information Technology
Time
8:30 AM - 3:30 PM
8:30 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.
Track
Information Technology
Time
8:30 AM - 3:30 PM
8:30 AM

This course addresses electricity markets, costs, and regulatory effect on school districts and provides information on setting up a school district Energy Management Program. Attendees will gain an understanding of energy accounting and potential savings, financing energy controls, understanding utility bill technology applications and rate schedules, energy conservation measures and ways to involve the school community in the energy plan. No Prerequisite.
Track
Maintenance & Operations
Time
8:30 AM - 3:30 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 - 3:30 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 - 3:30 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 - 3:30 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 - 3:30 PM
8:30 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 Development
Time
8:30 AM - 3:30 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 - 3:30 PM
8:30 AM

MGT317, MGT317C or alternative MGT318 is a requirement for RTSBA certification. This course provides attendees with an understanding of charter school financial information so that informed decisions can be made. Essential financial topics including managing budgets, coding, employee/independent contractor determination, charter FIRST, financial reporting and internal controls are addressed. No Prerequisite.
Track
Leadership Development
Charter Schools
Time
8:30 AM - 3:30 PM
8:30 AM

This course provides a general overview of various federal and state laws and regulations related to worker classification, employment eligibility, and benefits. Students will become familiar with the payroll requirements of the Fair Labor Standards Act, Family Medical Leave Act, workers compensation and unemployment, garnishments and hiring retirees. No Prerequisite.
Track
Payroll
Time
8:30 AM - 3:30 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 - 3:30 PM
8:30 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.
Track
Payroll
Personnel
Time
8:30 AM - 3:30 PM
8:30 AM

At the conclusion of this course, students will understand the purpose of board policies and how to develop them. Types of personnel policies and organization of policies are covered in detail, as well as employees’ roles and responsibilities in developing, maintaining and abiding by policies, and the purpose and components of an employee handbook. No Prerequisite.
Track
Personnel
Time
8:30 AM - 3:30 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 - 3:30 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 - 3:30 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 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.
Track
Purchasing
Time
8:30 AM - 3:30 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 - 3:30 PM
8:30 AM

This course reviews all requirements and procedures for completing TEA transportation reports. Attendees will gain an understanding of the data necessary to complete the reports, the types of students and transportation services eligible for reporting, submission deadlines for each report, and tips for realizing the greatest amount of reimbursement funding for school districts. Prerequisite: Attendees should have a general knowledge of transportation operations.
Track
Transportation
Time
8:30 AM - 3:30 PM
8:30 AM