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2019-2020 PEIMS Changes

2019-2020 brings many changes to PEIMS reporting. Topics covered in this two (2) hour session include Extended Learning Opportunity (ELO), changes to LEP (ELL), dual language emersion discipline, and CTE just to name a few. Originally presented in Sugar Land, TX at the PEIMS Academy. CE 2/CPE 2.

Speaker: Rebecca Hudson, CTSBO; Jamie Muffoletto, CTSBS; and Beth Naegeli, CTSBS

Regular price: $200.00
Discounted member price $150.00
CE Hours: 2.00

Accountability and CCMR

How does College, Career, and Military Readiness (CCMR) effect your accountability? What data should you be monitoring? What documentation or methods can be used to collect this information? Rebecca will provide some helpful insights. Originally presented in Sugar Land, TX at the PEIMS Academy. CE 1/CPE 1.

Speaker: Rebecca Hudson, CTSBO

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Accounting for Fixed Assets

School districts are required to track all fixed assets and to record the assets in the general ledger. This recorded webinar addresses the different types of fixed assets and how to properly record each type of asset. Other topics include capitalization, valuation, and depreciation. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on April 5, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Accounts Payable Procedures and Checklists

Accounts payable processing is a repetitive task that is performed at least weekly, or more frequently if in-house, manual checks are issued off-cycle. This recorded webinar reviews practical tips to develop and implement internal controls for accounts payable processing in your school district. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on August 13, 2014

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

ADA 101 in Schools

The Americans with Disabilities Act sets minimum requirements that will allow schools to be accessible to all students, despite any with disabilities. Classroom and school settings are listed in these standards to allow for functional use of space and accommodations for all learners. This recorded webinar takes a general look at the basics that schools need to be aware of to ensure that they are providing for their facilities. CE 1/CPE 1

Speaker: Laura Santos-Farry, CTSBA; and Brian Bolek, CTSBS on May 22, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Advanced FLSA Topics

If you're already familiar with the basics of the Fair Labor Standards Act (FLSA), this recorded webinar covers advanced topics such as joint employment agreements, multiple job roles, audit preparation, and other areas that have been a challenge in school districts. It also addresses specific challenges related to implementation of the DOL's new (2016) Overtime Rules. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on November 3, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Advanced FMLA Topics

If you already understand the basics of the Family Medical Leave Act (FMLA), this recorded webinar discusses advanced topics such as termination of benefits, reinstatement, termination of employment, recordkeeping, and other areas that have been a challenge in school districts. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on April 17, 2014

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Affordable Care Act Update

We have been working on reporting for the Affordable Care Act for several years now.
We will take a look at what is required now and changes over the last couple years. CE/CPE: 1.00

Speaker: Deborah Ottmers, RTSBA, CPA on October 17, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Aggregate Purchases

Originally presented in Allen, TX at the Purchasing Academy (2018) this recorded event discusses how to determine and when to track aggregate purchases. The presenter provides some information on the different ways a district can address this regulation. CE 1/CPE 1

Speaker: Phillip Ellison, RTSBA MBA, CPSM on November 8, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Applying For An Indirect Cost Rate

Get ahead of the indirect cost application due in January! Learn the importance of applying for an indirect cost rate as well as the do’s and don’ts of completing the application. The presenter will share tips for ensuring the proper information is submitted as well as explaining the steps necessary to complete the application. CE 1/CPE 1

Speaker: Karen Wiesman, RTSBA on January 8, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Architectural Drawings & Cost Estimates

Originally recorded as part of the Construction Academy, this live recording reviews design development and cost estimates, construction documents and cost estimates, furniture, fixtures and equipment (FF&E), preliminary construction schedule, and scope creep. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Speaker: Roy Sprague, AIA, CSI, ALEP on May 14, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Are Common District Practices Costing You ADA Funding?

This live recording covers items such as: late starts, exam days, PSAT Testing Days, teacher attendance posting, master schedules, enrollment eligibility coding, early graduates. With an overview of minutes of instruction, CTE required minutes, and operational minutes and how they are all related to funding. Originally recorded at the 2019 Annual Conference. CE 1/CPE 1

Speaker: Brenda Richmond, RTSBA

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Are You Lying to Me?

Originally presented in Houston, TX, this recording will give you the insight and tools to identify when the answers you are receiving may not be the whole story or include only the positive of what they want you to hear. We will discuss the tips and tricks for reading body language, how to use this skill, and where it should be deployed to ensure your audits include all the information you need to make accurate and effective recommendations.. CE 1/CPE 1.

Speaker: Katherine McMillen

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Assessing Your Risk in Accordance With CFR200

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

Speaker: Jesus J. Amezcua, RTSBA, CPA on March 1, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Audit Findings

This recorded webinar covers the most common audit findings and how to minimize or eliminate the issues and learn some common solutions reflecting internal controls that can be easily implemented. CE 1/CPE 1

Speaker: Stephanie B. Duran, RTSBA, CPA on April 30, 2014

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Auditing and Closeouts

Originally presented in Sugar Land, TX, Stephanie Duran provides tips and areas to review when conducting a construction audit. CE 1/CPE 1.

Speaker: Stephanie Duran, RTSBA

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Basic Business Skills

At work there are some basic business skills we all should have to be successful, no matter what type of job we may have or where we may work. When developed, these basic skills will help anyone increase personal performance and professional success. Whether it’s building required job skills, meeting customer needs, being able to make great decisions, or understanding the business strategy. Of all these skills matter and will make a significant difference in your ability to succeed. Therefore, if you’d like to increase your contribution at work, and create future career opportunities for yourself, then the Basic Business Skills courseware is just the thing to help get you started in the right direction. CE 1.5/CPE 1.5

Speaker:

Regular price: $150.00
Discounted member price $100.00
CE Hours: 1.50

Beating the Heat of the Summer Construction Time Crunch

As summer approaches, temperatures rise and so does the pressure to kick off school construction projects as soon as the buildings are empty. Tackling lists of overdue maintenance projects, safety upgrades and school improvements comes with the challenge of completing the work before staff and students return. Learn how schools are completing summer construction projects on time, on budget and without interfering with the school year. CE 1/CPE 1

Speaker: The Gordian Group's - John Castillo and Bill Alcorn on February 15, 2019

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Becoming a Contributing Project Team Member

Most of us from time to time will be part of a project team. We’ll be required to work with others, complete assignments, as well as communicate progress and project challenges. Building your skills to be an effective project team member is a great thing to do. When we take the time to develop our skills to contribute to projects at a higher level, there are numerous benefits. Not only does the team and company benefit from higher levels of performance, but we benefit too. We are seen as a valuable team member, we are looked to for advice and information, and we create future opportunities for more challenging and exciting work projects. Therefore, if you’d like to increase your contribution as a project team member, then the Become a Contributing Project Team Member courseware is a great place to start. CE 1.5/CPE 1.5

Speaker:

Regular price: $140.00
Discounted member price $90.00
CE Hours: 1.50

Best Practices for Operations Department

This live recording reviews the methods to build a successful system, maintaining professionalism and still being personal, and hiring and retaining good people. Originally recorded at the 219 Annual Conference. CE 1/CPE 1

Speaker: Marshall Schroeder, RTSBA

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Best Practices in Preparing ACA 1095 Forms

IRS Form 1095 reports certain information about individuals who enroll in a qualified health plan through the Health Insurance Marketplace. This recorded webinar reviews best practices in preparing them. CE 1/CPE 1

Speaker: Deborah Ottmers, RTSBA, CPA on January 5, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Bond Accounting

This recorded webinar provides an overview of the implementation of the bond package including processes, cash flow, transparency, budgeting, and bidding. Viewers will also gain a better understanding of the tax rate, required postings, account codes by project, and other useful best practices. CE 1/CPE 1

Speaker: Randy McDowell, RTSBA on July 13, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Bond Budgeting Basics

"Originally presented in Sugar Land, TX, Jill Ludwig and Yvonne L. Dawson begin this presentation by recapping what was approved and promised to voters in the latest bond election. They will then proceed to cover planning the bond project schedule; bond sale timing and process; cash flow planning; setting up and monitoring the budget(s); and reporting to stakeholders. CE 1/CPE 1.

Speaker: Jill Ludwig, RTSBA, CPA and Yvonne L. Dawson, RTSBA

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Bonds - From Start to Finish

If you've never been through a bond issuance or bond refunding, this live recording is for you! Beginning with a board abstract for the first issuance of a bond program or the cost savings for bond refunding, we'll map out the process with a checklist! Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

Speaker: Karen Wiesman, Ed.D., RTSBA, CPA on March 1, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Bonds, Building & Beyond - 2018 Academy Bundle

Originally recorded at the Bonds, Building & Beyond Academy in Fort Worth, TX, this 8-part recorded event focuses on the finance/business side of managing and communicating a successful bond program. Topics include getting started with the bond process, calling a bond election, community engagement, selling and refunding bonds, credit landscape and ratings, reporting and spending, budget monitoring, auditing, and more. CE 5/CPE 5.5

Speaker: Various Presenters on March 2018

Regular price: $345.00
Discounted member price $295.00
CE Hours: 5.00

Bud to Boss

Moving into a position of authority brings new challenges and new responsibilities—some of which might be uncomfortable. And as a first-time supervisor, it's common to feel overwhelmed, anxious and stressed out about transitioning from coworker to boss. That's exactly why we created the Bud to Boss Toolkit. Designed specifically to address the needs of anyone who is new to supervising and managing others, Bud to Boss will provide the foundation you need to take on your new position and move forward in your career. CE 3.5/CPE 4

Speaker:

Regular price: $250.00
Discounted member price $200.00
CE Hours: 3.50

Budgeting, Monitoring, and Paying for Your Construction Proj

Originally presented in Fort Worth, Texas (2018) as part of the Bonds, Building & Beyond Academy, this recorded event reviews budgeting, cash flow projections, investing based on cash flow needs, and monitoring. CE 1/CPE 1. Interested in more information around this topic? Consider purchasing the 8-part bundle (6004_03: Bonds, Building & Beyond - 2018 - Academy Bundle)

Speaker: Kelly A. Penny, RTSBA March 27-28, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Building Trust and Respect

As a leader and manager, trust is one of the most important things you must build with your employees. Research continues to show time and time again, that employees who have a high level of trust with their manager are more productive, more engaged, and stay longer with the organization. Trust matters. Therefore, what you do as a leader to build trust within your team is essential. The Building Trust and Respect courseware will provide the tools and actions you need to strengthen the
trust between each of your employees. When you make a commitment to strengthen the trust with each person, you’ll find your team will be much more successful, enjoy work more, and want to stay with the organization.
CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Building Your Career

Building a career can be very rewarding, both personally and financially. And while our managers can help us seek out new opportunities and build the skills required for the future, it is really up to us to take charge and guide our own career. The Building Your Career courseware will help you do just that. You’ll learn how to identify potential career opportunities, identify skill gaps, create a personalized career plan, and build a personal network. This courseware will give you all the tools you need to take control of your own career and move it in an exciting and meaningful direction.
CE 1.5/CPE 1.5

Speaker:

Regular price: $130.00
Discounted member price $80.00
CE Hours: 1.50

Building Your Leadership Skills

Being a leader is not just about managing others. It’s also about being a positive role model with others, taking personal responsibility for your actions, and taking the lead to increase your contribution to the organization. Personal leadership is also about communicating well with others, being able to manage conflict when it arises, and inspiring others to be their best. You certainly don’t have to have direct employees to do any of that. When we make the effort to build our personal leadership skills, we increase our contribution to the organization, are seen as valuable players, and create future opportunities for our career. The Building Your Leadership Skills courseware will help you strengthen your leadership skills for whatever role you may have, now as well as in the future. CE 1.5/CPE 1.5

Speaker:

Regular price: $150.00
Discounted member price $100.00
CE Hours: 1.50

Campus Secretary Boot Camp

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 management, and communication. Originally presented in San Antonio, TX. CE 4/CPE 4.5

Speaker: Julie P. Novak, RTSBA on September 12, 2017

Regular price: $255.00
Discounted member price $205.00
CE Hours: 4.00

Cash Management for Campus Bookkeepers

Cash management is a critical function that comes under much scrutiny during the financial audit. This recorded webinar addresses procedures related to: receipting and depositing funds; reconciling bank statements; disbursing funds; and managing petty cash accounts. CE 1/CPE 1

Speaker: Julie P. Novak, RTSBA on February 22, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Child Nutrition Procurement Proc. and Code of Conduct Manual

This presentation will review the required information to be included in a Child Nutrition department’s “Procurement Procedures Manual” and “Code of Conduct” per the Texas Department of Agriculture (TDA). Discussion will include where to find all required information in the Administrator’s Reference Manual (ARM) and how this should be filed at the local level. CE 1/CPE 1

Speaker: Keri Warnick on March 28, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Coaching Career Development

As a manager, one of your roles is to help coach and develop your employees. This includes helping them grow in their career. Whether it’s understanding a person’s career aspirations, helping individuals navigate the company career system, or assisting your employees in building a professional network—you can help and you should. The Coaching Career Development courseware will help you build your knowledge and skills to best help your employees as they embark on their own personal career path. Great career coaching from you matters. Your employees will be grateful for the assistance, and the organization will be thrilled with employees who are growing in their skills and increasing their contribution to the company. CE 1/CPE 1

Speaker:

Regular price: $110.00
Discounted member price $60.00
CE Hours: 1.00

Communicating with Others

No matter where you work or what job you have, communication matters. We need to communicate with our boss, our coworkers, as well as our customers or clients—we are in constant communication with others. Therefore, it’s a great idea for everyone to build their personal communication skills. When we take the time to strengthen our communication skills, we become more effective at work, we get more things done, and people enjoy working with us. All of which makes for a great and rewarding work situation. The Communicating with Others courseware will provide you the information and tools you’ll need to strengthen your personal communication skills and become more effective at work. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Communication Skills for Managers

As a manager, it is essential you are a good communicator. You are in constant communication with others. Whether it’s with senior leaders, peers, or your employees, you must be able to clearly articulate your thoughts and ideas, as well as
deliver clear and concise messages. When you do, you’ll find your team clearly knows what they need to do, fewer mistakes are made because everyone is clear on what needs to be done, and as a result you will be more successful. The Communication Skills for Managers courseware provides what you need to build your managerial communication skills to help you be a more effective leader and manager. CE 1.5/CPE 1.5

Speaker:

Regular price: $130.00
Discounted member price $80.00
CE Hours: 1.50

Community Engagement and the Bond Process

Originally presented in Fort Worth, Texas (2018) as part of the Bonds, Building & Beyond Academy, this 2-part recorded event covers how to engage the community in the bond process. The first video: Educate, Engage, and Empower Your Community examines ways in which you can inform your community through the bond process. The second video: Transparency in Bond Projects - Communicating to your Public and the Board reviews how to communicate the progress after the bond is passed. CE 1.5/CPE 1.5. Interested in more information around this topic? Consider purchasing the 8-part bundle (6004_03: Bonds, Building & Beyond - 2018 - Academy Bundle)

Speaker: Scott Wrehe, CPA; Julie Thannum; Jeff Brogden March 27-28, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.50

Concordia - Earn an MBA in School Finance and Operations

Originally recorded on July 16th this webinar session features information on the only MBA in School Finance & Operations in the country! This program is designed specifically with the Texas education environment in mind, and addresses competencies in budgeting, vendor management, safety/crisis planning, student issues, and school law. The webinar highlights the Concordia-TASBO partnership, including MBA tuition savings for TASBO members. Admission requirements, application steps, and the MBA-SFO curriculum is also discussed. CE 1/CPE 1

Speaker: Michael Burch on July 16, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

Conflict Management Skills

When you’re in a leadership position, you’ll find it’s inevitable that conflict will arise, therefore knowing how handle the conflict is essential. The Conflict Management Skills courseware will help you learn how to set conflict management expectations with your team, create a culture that handles conflict successfully, as well as provides the guidance you need to coach others to handle conflict successfully. When you take the time to build your skills to strengthen conflict management skills within the team, you’ll find your team works better with others, is able to deliver great results in a timely manner, and is not frustrated with a challenging work environment, but instead enjoys being part of a cohesive and productive team. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Construction Academy (2018) Bundle

This 9-part series was recorded at the Construction Academy in Sugar Land, Texas. Topics include: managing bonds and project timing strategies; setting priorities of projects; delivering methods and bidding strategies; commissioning and sustainability; collaborating and communicating with your stakeholders, and much more. CE 7/CPE 8

Speaker: Brandon Boyter; Bob Cervi, CTSBO; Mike Brooks, CTSBO; Roy Sprague, AIA, CSI, ALEP; Jennifer DuPlessis, RTSBA; Marshall Schroeder, RTSBA; Taryn Kinney AIA LEED AP; Kirk Madison, AIA LEED AP; Jarod Sterzinger; and Michelle Morris on May 14, 2018

Regular price: $345.00
Discounted member price $295.00
CE Hours: 7.00

Construction Auditing

A construction project is the largest capital expenditure a school district can have. Owner oversight and control is critical in the success of the project and in controlling costs. This recorded webinar, given from the perspective of internal auditors, reviews the most risky aspects of construction manager at-risk projects and provides guidance for assisting districts in maintaining control of project costs. CE 1/CPE 1

Speaker: Stephanie B. Duran, RTSBA, CPA and Jennifer M. Land, RTSBA, CPA on March 25, 2014

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Construction Closeout - The Earlier You Start, The Better

Originally recorded as part of the Construction Academy, this live recording reviews occupancy, commissioning, setting expectations, training, and closeout/warranties. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Speaker: Marshall Schroeder, RTSBA; and Easy Foster, CTSBO, AIC, CPC, LEED AP BD+C on May 14, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Construction Manager-At-Risk: What is At Risk and...

The Construction Manager-at-Risk (CMAR) method of construction services procurement and contracting has advantages for certain construction projects, but it also requires significant oversight to assure that savings are maximized. In this recorded webinar two experienced school construction lawyers discuss how to navigate the CMAR decision-making process. It also provides an overview of what to expect from your Architect and CMAR during the project and how to best use Program Managers. CE 1/CPE 1

Speaker: Anne E. Greenberg on June 29, 2017

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Construction Phasing

Originally recorded as part of the Construction Academy, this live recording provides an overview of construction and phasing for learning environments including the project drivers behind construction phasing; planning the project; developing, executing, and much more. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Speaker: Jarrod Sterzinger on May 14, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

 

Contract Agreements Management

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

Speaker: Jamie Spiegel, RTSBA on February 28, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Creating a Facility Roadmap to the Future

Originally presented in Pflugerville, TX, this recording will lay the foundations of a roadmap to that place where your facilities meet your future educational needs. CE 1/CPE 1.

Speaker: Grady Slaydon and Scott Newell

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Creating Great Teamwork

Teamwork matters. When a team is cohesive and works well together, individuals are more engaged, more productive, and are more satisfied at work. A great team environment benefits everyone including individual employees, managers and the
organization. As a leader, you can have a significant impact on the level of teamwork your team experiences, and taking the right actions and creating the right expectations matters. The Creating Great Teamwork courseware will help you set the
right team norms and expectations, create a strong team culture, as well as help your employees strengthen their ability to work with others. All of which will strengthen the level of teamwork your team experiences. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Creating Great Work

The work we do matters. Having work that excites and motivates us is important. When we do, we are more engaged, enjoy our work more, and are more productive. All of which makes it interesting and fun to go to work. And while our manager and the organization do impact our work situation, we can make an impact too. There are a number of things we can do on our own to ensure we have work that is challenging and enjoyable. The Creating Great Work courseware will help you do just that. By helping you understand what work excites you, how to increase the level of challenge at work, as well as creating a great work-life balance, you’ll learn how to take charge of your own work situation and create exciting and rewarding work. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Crowdfunding Best Practices - Horace Mann/DonorsChoose

Public schools have long used donations to enrich students’ academic experience and to fund materials that system budgets cannot always afford. Crowdfunding is becoming a viable funding source, filling resource gaps and providing strategic acceleration for academic programs. However, because the practice is poorly understood, it may result in unexpected liabilities without the proper partners and safeguards in place. CE 1/CPE 1

Speaker: Karen Almon and Kirk Smiley on October 5, 2018

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Current Trends in School Design

In this webinar, School Outfitters’ project experts show and discuss 3D renderings of emerging spaces in schools, such as makerspaces, outdoor classrooms and breakout areas. Get tips and tricks on how to bring these 21st century learning spaces to your own school, including what products to look for and why, budget management, room design and more.

Speaker: Angela Webb on November 16, 2018

Regular price: $0.00
Discounted member price $0.00
CE Hours: 0.50

Customer Service Basics

Most of us interact with customers in some way. Whether we call them customers or clients, and whether they are outside the company or inside the company, all of us tend to interact with customers at some point. Therefore, it’s great to have strong customer service skills. Knowing how to build customer rapport, understand our customer needs, and being able to handle upset customers are all part of great customer service. The Customer Service Basics courseware will help build your skills to effectively communicate and meet your customer needs, thus helping you and your organization achieve its goals.
CE 1/ CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Customer Service in Your School Business Department

Originally presented in Allen, TX at the Purchasing Academy (2018), this recorded presentation demonstrates how saying or writing something poorly on in the wrong tone is a quick way to create customer service issues. Through use of better etiquette you will make new friends, influence co-workers, and build better customer relations. CE 1/CPE 1

Speaker: Jonathan Bey, RTSBA on November 9, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Customer Service Management

If you manage employees who interact with customers on a regular basis, then the Customer Service Management courseware is for you. This courseware will help you shape the direction of your customer service team, teach you how to provide feedback to your customer service agents, and help you inspire and motivate your employees. You’ll also spend time focused on learning how to coach your customer service agents to higher levels of performance. When you take the time to strengthen your skills to coach and manage your customer service agents, you’ll find your team is more successful, your customers are happier, and you’ll see an increase in the bottom line. CE 1.5/CPE 1.5

Speaker:

Regular price: $130.00
Discounted member price $80.00
CE Hours: 1.50

Cutting Budgets Due To Lost Funding

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

Speaker: Karen W. Smith, RTSBA, CPA, CIA on March 1, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Cybersecurity and People Hacking

Your people are being “Hacked” every day. Learn what “People Hacking” is, the impact on your school district's information security and finances and strategies you can implement to address this fast-growing issue.

Speaker: Harold Buckner on February 8, 2019

Regular price: $50.00
Discounted member price $0.00
CE Hours: 1.00

Daily Attendance Reconciliation 101

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

Speaker: Becky Domingue, CTSBO on February 28, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Data-tude Attitude

Do you ever wonder if all staff, personnel, and district data supporters know how their "attitude" can protect your "data"? This recorded webinar will get you EXCITED about the many opportunities leaders have to improve their staff attitudes about data to create a happy data-tude! CE 1/CPE 1

Speaker: Julie Guillory, CTSBS on May 26, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Debt Transparency Training

House Bill 1378 requires all school districts to annually compile their debt obligation data from the preceding fiscal year and either report to the State Comptroller or post the information on their websites within 210 days of the end of the district's fiscal year in 2016. Did you know debt obligations include voter-approved and non-voter approved debt obligations? This recorded webinar reviews the debt obligation data that must be reported, and provides a reporting template that can be used on your district's website. CE 1/CPE 1

Speaker: Karen W. Smith, RTSBA, CPA, CIA on November 17, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Delegating Work

As a manager and leader of others you must be able to delegate well. Delegation is an essential skill for all leaders, and when not done well can create a number of problems. Therefore, it’s so important you take the time and make the effort to build
great delegation skills. When you delegate well, sharing clear expectations, work gets done on time and with the desired level of quality. The Delegating Work courseware will help you delegate with clear expectations, get buy-in when delegating to others, and show you how to confront others when agreements are broken. All of which makes an effective delegator. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Developing a State & Federal Grants Manual for Charters

This recorded webinar covers a customized federal procedures manual for your Charter and includes a template with EDGAR requirements. CEU Hours 1/CPE Hours 1

Speaker: Marian P. Hamlett, RTSBA, CPA on June 24, 2015

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Developing and Coaching Employees

When you are a manager and leader of others, one of your responsibilities is to help coach and develop your employees. It is your job to help your employees build their skills, share what they are doing well and what they can improve, as well as take
an active interest in helping each person perform at his or her best. The Developing and Coaching Employees courseware provides the coaching and development you need, as a manager, to provide great employee feedback, create employee skill
development plans, as well as create energizing work for your team. All of which, when done well, increases employee performance, engagement and retention. CE 1.5/CPE 1.5

Speaker:

Regular price: $130.00
Discounted member price $80.00
CE Hours: 1.50

Developing and Implementing Staff Allocations

This recorded webinar includes strategies that can be used to develop and implement staff allocations, including a discussion of staffing formulas, estimating salary costs, and other best practices to maximize the district's Human Capital. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on April 6, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Developing for Success

To be successful in any role, we should always be developing and building new skills. High performers are always finding ways to learn more and grow their expertise; it’s part of what being a high performer is all about. When we grow new skills, we not only perform better in our current jobs, we have more future opportunities available to us as well. The Developing for Success courseware equips you with the tools and information to take the steps required to identify the skills you need now and in the future, as well as shows you how to brand and promote your professional skills, create a personalized skill development plan, and to uncover the best professional organizations for you.
CE 1.5/CPE 1.5

Speaker:

Regular price: $120.00
Discounted member price $70.00
CE Hours: 1.50

Developing Travel Guidelines for Your District

This recorded webinar covers general travel guidelines based on TEA's Current Mileage and Travel Reimbursement Rates (December 2012) along with the GSA's per diem and TexTravel guidelines. In addition, it reviews how a particular school district revamped their travel guidelines by implementing new procedures, checklists, and forms with the assistance of a focus group. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on April 6, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Developing Work Relationships

The relationships we have with others matter. When we develop great relationships at work, we enjoy work more, are able to get more done with others, and are viewed as an important member of the team, all of which makes for a great work environment for yourself as well as others. The Developing Work Relationships courseware will help you strengthen your relationships with your colleagues and peers, help you build your personal network, as well as strengthen your trust with others. When you make the time to develop your work relationships, you’ll find the reward is great. Not only will you be more successful at work, you’ll find yourself more engaged and enjoying work much more. CE 1/CPE 1

Speaker:

Regular price: $120.00
Discounted member price $70.00
CE Hours: 1.00

Digital Citizenship: Navigating Our Connected Culture

Managing your online behavior and monitoring your reputation are important fundamentals of being a conscientious digital citizen. This recorded webinar provides information and resources to assist you in supporting staff in navigating an online world that is responsible and respectful. CE 1/CPE 1

Speaker: Pattie Griffin, RTSBA and Laura Howard on June 13, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Discipline and PEIMS

An in-depth dive into executing discipline appropriately in your district per Chapter 37 of the Texas Education Code. This recording covers the do’s and don’ts of coding, how to treat absences during assignments of OSS, ISS, DAEP, or JJAEP, what is mandatory vs. what is discretionary, and other related questions. Originally presented in Sugar Land, TX at the PEIMS Academy.
CE 1/CPE 1.

Speaker: Mary Scott

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Discussing Total Compensation

As a manager, working through compensation issues is one of your most important roles. And while it’s so important to each individual, discussing compensation can be difficult and uncomfortable at times. As a leader, it’s to your benefit to learn how
to conduct effective and productive conversations about compensation issues. When you do, your employees will appreciate the great conversations, and you’ll find them much easier to facilitate. The Discussing Total Compensation courseware will provide the structure and guidance you need to facilitate the difficult, yet critical, compensation discussions with your employees. CE 1/CPE 1

Speaker:

Regular price: $100.00
Discounted member price $50.00
CE Hours: 1.00

Do's and Don'ts of Depository RFPs

This recorded webinar explores the do's and don'ts of depository RFPs. It also reviews what needs to be included and provides insight on how to work through the process. CE 1/CPE 1

Speaker: Linda T. Patterson on April 27, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

E-Rate Survival Training

This recorded webinar provides a high-level overview of the E-Rate process and how to succeed in maximizing resources for FY 2018. CE 1/CPE 1

Speaker: Ginnie Harwood on November 7, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

EDGAR and Texas School District Procurement

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

Speaker: Various school purchasing and finance leaders

Regular price: $255.00
Discounted member price $205.00
CE Hours: 5.00

EDGAR in Everyday Purchasing

Originally presented in Allen, TX at the Purchasing Academy (2018) this recorded event discusses examines how different sized districts can remain in compliance. Making your everyday workload manageable will vary based on staff size. Recent changes to the rules need to be communicated with staff and end-users to ensure everyone is in compliance. CE 1/CPE 1

Speaker: Derek Gillard, RTSBA; and Lucia Cieszlak, RTSBA on November 8, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

EDGAR vs ARM • What are the Differences?

This presentation will review the differences in policy for Child Nutrition departments per USDA and TDA versus policy in EDGAR. Discussion will include which rules and regulations that schools must follow if participating in the School Nutrition Programs and spending Child Nutrition Federal Funds that differ from general purchasing policy found in EDGAR. CE 1/CPE 1

Speaker: Keri Warnick on April 4, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Educate, Engage and Empower Your Community

Originally presented in Sugar Land, TX, this recording will give you tips and tools on how to inform your community throughout the bond process. CE 1/CPE 1.

Speaker: Christopher J. Smith, RTSBA

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Educational Planning & Design of Food Service Facilities

This recorded webinar discusses both new construction and renovations and the considerations that need to be made before the plan begins. This includes the first steps in developing ED specs for kitchens and dining rooms as well as who needs to be on the team. It will also discuss funding sources and why they matter, equipment decisions and how to continue serving meals during the renovation process. The New Occupancy Health will also be examined. CE 1/CPE 1

Speaker: Glenn Headlee on May 29, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Effective Training and Building Agendas

The best way to ensure accurate and timely data is to train the staff responsible for collecting and entering this data. Jamie shares with you some of the techniques she uses and how she makes the training effective. Originally presented in Sugar Land, TX at the PEIMS Academy. CE 1/CPE 1.

Speaker: Jamie Muffoletto, CTSBS

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Emotionally Intelligent Communication

Originally recorded at the Payroll Personnel Academy in Allen, TX (2018), this recorded presentation discusses how to be more aware of your emotions; how understand other perspectives; and how to influence those around you. The presenter, Dr. Stevie Dawn Blakey, also provides a perspective on the need for grace and forgiveness within our workplace culture. Through engaging activities and discussion, participants will learn how to be more empathetic towards others and leave with tips that are immediately applicable to improve their communication. CE 1/CPE 1

Speaker: Dr. Stevie Dawn Blakely on October 16, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Ending the Office Clutter

If you would like to get control of "the beast" of your information overload and all of your "stacks & piles", you should attend this program. Learn how to reduce the mess on your desk by having "natural" places for all of your papers, project folders, items to read, etc. Develop strategies and systems for effective and efficient management of your documents and workstation layout, as well as electronic files. Learn how to get rid of all of the annoying "little stuff" and "clutter" once and for all, and then keep it under control for the ongoing future (as well as how to get control of a big mess if you have one!) We'll even discuss the possibilities and technology required to move toward a "paperless" workspace. Have a system for managing your info overload rather than letting it manage you!

Speaker: Randall Dean, MBA on Apr 23, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Establishing a System to Handle Public Information Request

Originally presented in Houston, TX, this recording will provide practical advice and best practices for day-to-day handling of public information requests. CE 1/CPE 1.

Speaker: Amber King

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

F5 - 5Sight Stories - Guiding Questions

Using data to tell a story can help administrators make great decisions and earn the trust of stakeholders. Forecast5 has created stories for Enrollment, Finance, Salary and Student performance for 5Sight users to leverage. Learn how Lisa has used these resources with the Chapel Hill ISD administrative team. CE 1/CPE 1

Speaker: Lisa LeMon, RTSBA on February 22, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Accurately Projecting Salary Expenses using 5Cast Plus

Projecting salary expenses in the budgeted year can be difficult. Whether a fast growth district or a district with declining enrollment, the benefit of accurate projections can drive critical spending decisions in your district. Learn how Michele Trongaard from Wylie ISD projects her salary expenses to drive in-year adjustments and multi-year plans. CE 1/CPE 1

Speaker: Michele Trongaard, RTSBA, CPA and Chris Ryan on January 25, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Building a Budget Book and Annual Planning

Learn how Ft. Worth ISD was looking for a concise method to develop a budget book. See the work product and hear how the FWISD team leverages this tool. CE 1/CPE 1

Speaker: Tandi Smith and Travis Zander on Apr 26, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Effective Use of Data for Community Engagement

Educational data is increasingly available to the public, often with little context. Sharyland ISD will serve as a case study to illustrate analyses that reflect community values, are relevant to district priorities and highlight important achievements, with an emphasis on reports used to communicate the state of the district. Come explore the large array of data on district operations and performance available to help a district communicate with its community. CE 1/CPE 1

Speaker: Chris Ryan and Ismael Gonzalez on October 26, 2018

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Enrollment Projection

We will explore how Danny Davis from Lubbock-Cooper ISD uses the Enrollment Projection worksheet and how it can be used to inform your enrollment projection. The F5 Enrollment Projection leverages Live Birth detail by zip code, cohort survival rate data, FTE/Student teacher ratios to help formulate your best estimate for future enrollment.

Speaker: Chris Ryan and Danny Davis on November 30, 2018

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - ESSA Site Based Reporting

This session will focus on ESSA school level reporting and how districts can review equity throughout the district. Our presenter is Lisa Morstad from Forecast5 Analytics. CE 1/CPE 1

Speaker: Lisa Morstad on May 31, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Federal Programs MoE Compliance & PIC Code Compliance

This session will cover how to get your data into a Maintenance of Effort (MOE) Workbook. We will look at how to review the reports and see if you are maintaining a proper level of MOE. CE 1/CPE 1

Speaker: Travis Zander and Chris Ryan, Forecast5 on July 25, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Forecast5 Calculator Update (Pending Legislation)

This Forecast5 recorded webinar reviews the revenue calculator update. It will review functionality with new state laws, pending legislative changes.

Speaker: Travis Zander and Christa Spencer on Sep. 27, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Mapping Student Data to Meet House Bill 3 Requirements

Forecast5 recognizes the challenge in organizing, extracting and analyzing your SIS data to meet this required report. The geo-spatial analytics tool, 5Maps, will match your student’s data to census blocks. You will now be able to: Map your student data for census block IDs, successfully match geo-coding to census block with an accuracy rating higher than 98%, load unlimited student data into 5Maps, with no caps imposed, tap into other benefits such as redistricting, enrollment trend analysis & more. CE 1/CPE 1

Speaker: David Flores, Whitney West, and Chris Ryan on Aug. 30, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Tax Ratification Election

Keller ISD - Business officials will appreciate the insight and challenge planning, communicating and delivering a TRE. Mark Youngs from Keller ISD will share the story of their recent Tax Ratification Election and required strategic preparation and planning that was involved.

Speaker: Mark Youngs on December 14, 2018

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Teacher Turnover Storyboard

This session will focus on the Teacher Turnover Story and timely updates to 5Sight, which can be leveraged immediately by all of our users. New data updates, new stories and a new Texas Team member. We have a lot to share in this session. CE 1/CPE 1

Speaker: Chris Ryan on April 12, 2019

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

F5 - Using F5 to Prepare for a Board Workshop

We will explore how school districts prepare for a board workshop. Board workshops are a great place to educate your board members so they are well prepared for community questions. CE/CPE: 1.00

Speaker: Chris Ryan, Forecast5

Regular price: $0.00
Discounted member price $0.00
CE Hours: 1.00

Fair Labor Standards Act (FLSA)-New Rules Effective for 2016

This recorded webinar takes a look at the Department of Labor's new Overtime Rules that are primarily focused on compensation levels. The new rules (2016) impact the FLSA status of mid-managers, coordinators and other staff that may be compensated at a level below the new threshold. It also covers the basics of the FLSA which are essential to comply with the new regulations. Learn about the provisions of the new rules and what steps to take to ensure that your district is in compliance with the new regulations. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on November 2, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

FERPA, HIPPA, Huh? - Managing Campus Records for Compliance

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation navigates through some of the murky records management loose ends that occur and need to be closed on campuses. This means records that campuses manage and process that could have you in violation of HIPPA and/or FERPA, such as office sign-in sheets, nurse's logs, and more. CE 1/CPE 1

Speaker: Brenda Richmond, RTSBA on September 20, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

FICA Alternative Plans

This recorded webinar explains FICA Alternative Plans, also known as 3121 Plans and Social Security Opt Out Plans, including the legal background of these plans, types of plans available, pros and cons of plans, financial advantages for employees and employers, and potential liabilities associated with plans. CE 1/CPE 1

Speaker: Mike Cochran on June 15, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Filing 1099s

Your district may be required to provide a 1099 form to vendors that have provided services during the calendar year. This webinar will address how to identify eligible vendors, reportable payments, and the importance of the W9 form. Attend this webinar to learn about best practices in preparing 1099 Forms which may assist the district in avoiding some of the common errors and penalties.

Speaker: Rebecca R. Estrada, RTSBA on Dec 12, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Filing W2s

This webinar will guide you through the process of preparing and reconciling W2 forms. The process includes a review of government employer issues, identification of fringe benefits, documents to use in reconciling taxable wages, and most importantly, how to complete the multiple boxes on the Form W2. Common errors in preparing W2 forms will also be addressed to assist you in avoiding them.

Speaker: Rebecca R. Estrada, RTSBA, on Nov. 29, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Financial Review of DIPs and CIPs

The District Improvement Plan and Campus Improvement Plans are critical in supporting the district budget. This recorded webinar focuses on the State Compensatory Education requirements related to the goals, strategies, activities and associated expenditures to support the at-risk students of the district. CE 1/CPE 1

Speaker: Carla A. Merka, RTSBA on March 21, 2017

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

Finding an Extra Hour Every Day

In this popular quick-hitting program on "finding an extra hour of productivity" every day, Randy Dean, MBA, the "Totally Obsessed" Time Management/E-mail Guy uses humor and high energy as he goes into many of the most common areas of productivity loss (and possible gain!) afflicting many busy professionals today: managing multiple projects, maintaining "traction" when dealing with tasks and interruptions, managing your e-mails more efficiently, clearing the clutter in your mind for better focus and attention, keeping staff on task, tracking "who owes you what" and getting that information on time, and better managing your calendar and contacts for better time and relationship management. His goal is to help stressed out performers learn several new and immediately useful strategies for finding a few minutes on tasks, activities, and actions you are already doing, leading to at least an extra hour of productivity every day, as well as a better way to start and manage your day so more t

Speaker: Randall Dean on November 1, 2018

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

FLSA Timekeeping Requirements for New Regs (EDGAR, ACA, TRS)

Are you tracking all the hours your district employees worked? This recorded webinar discusses the various federal and state regulations that have a timekeeping component to them and what you can do to make certain your district is keeping the proper records. CE 1/CPE 1

Speaker: Rebecca R. Estrada, RTSBA on May 18, 2016

Regular price: $125.00
Discounted member price $75.00
CE Hours: 1.00

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