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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.

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.

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

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

Rebecca R. Estrada, RTSBA on August 13, 2014

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

ACT104 Online: Budget & Financial Planning

This course covers the legal basis for budgets and provides an overview of the development of the budget calendar. It also reviews budget compilation and preparation; expenditure and revenue estimation; how to communicate the budget; how to forecast multi-year projections; fund balance requirements, and truth-in-taxation requirements. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

ACT105A Online: Basic Governmental Accounting Part 1

This course provides an overview of the accounting cycle and the various types of budgetary approaches used in school districts. Additional areas covered include principles of debits and credits; the general ledger; understanding a balance sheet, and correcting entries. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

ACT106 Online: Financial Coding for Texas Schools

This course reviews financial code requirements and provides an overview of fund codes, function codes, account code crosswalks, PEIMS data entry, both budget and actual, and more. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

ACT108 Online: Accounts Payable Processes

This course explains proper accounts payable processes and procedures in school district business offices. It examines how accounts payable relates to district liability accounts; reviews the relationship between purchasing and accounts payable; provides information on the need for strong internal control procedures to protect access to assets; and provides an internal control checklist for students to use in their districts. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

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

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

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

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).

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

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.

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

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

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

AUD201 Online: Internal Auditing

This course demonstrates the need for an internal audit function. It covers the selection and development of an audit staff; professional standards and the code of ethics for auditors. It also addresses how to establish an audit charter and how to develop an internal audit manual and an audit schedule. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

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

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.

Stephanie Duran, 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

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

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.

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

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

Various Presenters on March 2018

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

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)

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

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

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

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

Julie P. Novak, RTSBA on February 22, 2017

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

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)

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

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

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

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

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).

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 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).

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

Jamie Spiegel, RTSBA on February 28, 2018

Regular price: $125.00
Discounted member price $75.00
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

Karen Almon and Kirk Smiley on October 5, 2018

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

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

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

Regular price: $125.00
Discounted member price $75.00
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

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

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

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

Regular price: $125.00
Discounted member price $75.00
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

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

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

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

Rebecca R. Estrada, RTSBA on April 6, 2016

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

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

Rebecca R. Estrada, RTSBA on April 6, 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.

Mary Scott

Regular price: $125.00
Discounted member price $75.00
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

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

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

Various school purchasing and finance leaders

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

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.

Christopher J. Smith, RTSBA

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.

Jamie Muffoletto, CTSBS

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

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

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

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

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.

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

Lisa Morstad on May 31, 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.

Travis Zander and Christa Spencer on Sep. 27, 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.

Mark Youngs on December 14, 2018

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

Chris Ryan, Forecast5

Regular price: $0.00
Discounted member price $0.00
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

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

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.

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.

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

Carla A. Merka, RTSBA on March 21, 2017

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

Rebecca R. Estrada, RTSBA on May 18, 2016

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

General Fund Revenue Sources

Originally presented in Pflugerville, TX, Johnny Hill shares his experiences in finding sources of additional revenue for your General Fund. Take away ideas to create revenue streams from sources other than state funding and property taxes. . CE 1/CPE 1.

Johnny Hill, RTSBA

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

HB 3…2…1…Blast Off!

June 12th may have started off for the PEIMS coordinator as a relatively normal day...8 days until Submission 3...Little did we know HB3 was signed and school finance as we knew it blasted off. This recorded session takes a look at how PEIMS coding will impact the new funding formulas. Also discussed is your role as a PEIMS 'person' as we dip in to the world of school finance. Hang on we are in for a great ride together! Originally presented in Sugar Land, TX at the PEIMS Academy. CE 1/CPE 1.

Jamie Muffoletto, CTSBS

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

How PEIMS Affects Budgeting

PEIMS in the budge department? You bet! The Public Information Management System affects all aspects of a school district, including all areas of finance. This recorded webinar reviews how one affects the other and some best practices for budgeting, utilizing PEIMS data and monitoring for the actual data. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on March 9, 2017

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

How To Control Activity Funds

This recorded webinar provides an overall review of activity funds; controls that are needed to safeguard activity funds; challenges and risks associated with activity funds; and training of sponsors for student clubs and organizations. CE 1/CPE 1

Karen W. Smith, RTSBA, CPA, CIA on May 3, 2016

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

Identifying Taxable Fringe Benefits

This recorded webinar discusses what you should do before you finalize your W2s. It reviews taxable fringe benefits that may need to be included in them and taxable fringe benefits such as housing, uniform, moving, auto, meal, and other allowances. It also covers taxable awards and prizes, such as gift cards, random prize drawings, and job performance/recognition awards. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on November 15, 2016

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

Internal Auditing Without An Internal Auditor

This recorded webinar shows how to perform some critical internal auditing functions without having an internal auditor or department with some basic, general procedures. Although an organization may still be at risk, performing these steps will be a move in the right direction to at least minimize some risks while working with limited resources. CE 1/CPE 1

Stephanie B. Duran, RTSBA, CPA on November 11, 2014

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

Internal Controls: Doing More With Less

We all know that internal controls are important, but how can we make it work with a limited budget? For small districts with limited staff, how can internal controls be incorporated without stressing out employees with too many "other duties as assigned?" This recorded webinar explores a variety of ways to build internal controls into your system without breaking your budget or making too many demands on staff time. CE 1/CPE 1

Julie P. Novak, RTSBA on June 7, 2016

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

Investment Quarterly Reports To Board

This training explores the legal requirement in the Public Funds Investment Act (PFIA) for a periodic report, and the elements required by law to be included in the report. It also reviews the best practices in reporting the required information, the timing of the report presentation, and what to do if there are no existing investments or minimal investments to report. The benefits of utilizing graphics to assist reviewers in interpreting and understanding data will also be discussed. This training provides two continuing education credits for those already certified through TASBO, CPA, school board members, charter school administrators, TESA STEM participants and certified educators. CE 2/ CPE 2



Regular price: $150.00
Discounted member price $100.00
CE Hours: 2.00

Maintenance of Effort (MOE)

This recorded webinar discusses IDEA-B's requirements for maintenance of effort, including coordinated early intervening services (CEIS), excess costs, and voluntary reduction. NCLB's requirements for maintenance of effort, including comparability of services are also examined. CE 1/CPE 1

Karen Wiesman, Ed.D., RTSBA, CPA on March 24, 2016

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

Master Calendar for Payroll and Personnel

Receive an overview of the TASBO Master Calendar with a focus on deadlines and other time frames that payroll and HR professionals need to be aware of throughout the year. CE 1/CPE 1

Rebecca R. Estrada, RTSBA and Pattie Griffin, RTSBA on November 6, 2017

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

Maximizing Budget Control & Reporting (Local Intent Code)

Each district uses unique methods to allocate budget amounts as well as budget controls. This recorded webinar presents a method that streamlines the tracking of budget status, amendments, reports and internal control, in addition to making the process more user friendly. It will also discuss the use of budget reports by local intent code in order to accurately project year-end balances; tips for success in monitoring the status of overarching payroll budgets; and the challenges presented when on a fiscal year July 1 cycle. CE 1/CPE 1

Rachea' Adams, RTSBA on May 25, 2016

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

Monitoring Your Budget for Charter Schools

This recorded webinar reviews the importance of frequent budget monitoring and explores different methods of budget monitoring for charter schools. CE 1/CPE 1

Marian P. Hamlett, RTSBA, CPA on February 3, 2016

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

New Conflict of Interest Rules

This recorded webinar covers the 2016 updates to the Texas Conflict of Interest Rules for local governments and their vendors, including the conflict of interest requirements for federally-funded contracts under EDGAR and how the federal conflict of interest requirements differ from state requirements. It also includes an explanation of House Bill 1295, Disclosure of Interested Parties, and best practices for ensuring compliance with HB 1295 when selecting vendors and presenting contracts for Board approval. CE 1/CPE 1

Sarah Langlois on April 13, 2016

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

Office 365 vs. Google for IA

Originally presented in Houston, TX, this recording compares the features of Google and Microsoft products side by side. Learn how these tools can assist in the IA process and the many sharing capabilities of each platform. CE 1/CPE 1.

Jennifer Dixon and Monique Luis

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

Operational Auditing

This recorded webinar reviews the different types of operational audits and focuses on internal controls along with the benefits gained from having operational audits performed. The presenters also discuss available resources, audit program steps, and instructions on preparing reports upon completion of operational audits. CE 1/CPE 1

Stephanie B. Duran, RTSBA, CPA and Jennifer M. Land, RTSBA, CPA on April 8, 2014

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

PAY302 Online: Payroll Administration

This course provides a general overview of various federal and state laws and regulations related to worker classification, employment eligibility, payment of exempt and non-exempt workers as defined by the Fair Labor Standards Act and benefits available to eligible workers as defined by the Family Medical Leave Act. Employer responsibilities specific to complying with garnishment and levy orders on employee wages is discussed. Limits on employee leave benefits in work-related injury situations is explored. Employer reporting responsibilities when hiring retirees receiving pensions from the Teacher Retirement System of Texas are reviewed along with related pension and TRS-Care surcharges. CE 6 / CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

PEIMS and Accountability: The Secret Decoder Ring

Originally recorded in Allen, TX at the PEIMS Academy, this recorded event examines the latest on accountablity and the connections PEIMS data plays. Accountability and PEIMS people often don’t speak the same language; however, the relation of one to the other cannot be understated. Many times, those closest to the data entry points don't realize the impact they are having on a school or district's rating. CE 1/CPE 1

Dr. Julie Joubert-Guillory, RTSBA and Staci Barker on September 20, 2018

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

PEIMS At-Risk Coding

This recorded webinar covers the 13 criteria used to determine whether a student can be correctly coded at-risk of dropping out of school. It is intended for PEIMS coordinators, counselors, and anyone in the district responsible for determining students reported as 'at-risk' for PEIMS purposes. CE 1/CPE 1

Brenda K. Richmond, RTSBA on September 12, 2017

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

PEIMS Data Quality

Verifying staff FTE data and making connections between staff demographic, payroll, and responsibility data is essential! A disconnect may exist in matching the staff data with the campus master schedule. This recorded webinar includes strategies, tools, and templates helpful in verifying staff FTE data reported to TEA through the Fall PEIMS Submission. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on October 15, 2014

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

PEIMS Quick Start

Originally recorded in Allen, TX, on September 19th at the PEIMS Boot Camp, this presentation reviews the most commonly used acronyms in PEIMS. Topics covered include: unique ID enrollment; TEAL: how to apply access; how to add applications; how to administer addressed letters; how to sign up; and how to address waivers.

Jamie Muffoletto, CTSBO & Rebecca Hudson, CTSBO on September 19, 2018

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

PER/PAY306 Online: Compensation Management

This course will cover various aspects of compensation management used in Texas public or charter school districts. It will cover the essential elements related to legal issues, pay methods, budgeting, benefits, and economic trends that impact employee compensation. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

PER101 Online: Introduction To Personnel

This course covers Human Resources department basics including types and classifications of school personnel; legal and policy issues; employee compensation and benefits; complaint resolution; employee privacy, and personnel records management. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

PER301 Online: Personnel Policies

This course includes an overview of school board policy structure and responsibilities. It covers the legal and local policies required for personnel administration along with a comprehensive breakdown of key components for an employee handbook. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

PK/KG and ECDS

A walk through of the KG ECDS fall submission and the summer PK ECDS submission. There are substantial changes to the file submission process for 2019-2020. Originally presented in Sugar Land, TX at the PEIMS Academy.
CE 1/CPE 1.

Beth Naegli, CTSBS

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

Post Occupancy Deep Dive

Originally recorded as part of the Construction Academy, this live recording discusses what needs to be measured in order to determine if what is planned, designed, built and operated actually works. It further discusses how to measure and what data is necessary for interpretation that will derive objective consensus. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Taryn Kinney, AIA LEED AP; & Kirk Madison, AIA LEED AP on May 14, 2018

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

Pre-Election Considerations

Originally recorded as part of the Construction Academy, this live recording discusses facility assessments, master plans, demographics, capacity, and utilization studies. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Bob Cervi, CTSBO on May 14, 2018

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

Preparing Federal Grant Reimbursement Requests Under EDGAR

According to EDGAR, grantees must minimize the time lapsing between the disbursement of grant funds and payment from the granting agency. To ensure compliance with reimbursement method regulations, grantees must establish procedures to prepare reimbursement requests; document the expenditures; certify the accuracy of the reimbursement request; and properly close out all grants. This recorded webinar includes strategies to prepare, document, record, and manage federal grant reimbursement requests. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on September 21, 2016

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

Preparing Your School for Audits - KEV Group

Through its work with thousands of schools across the US and Canada, the KEV Group has compiled an extensive list of financial best practices that can help your schools mitigate fraud and loss • and that can ensure they are prepared for their next audit. In this session, the KEV Group will share how schools are leveraging these best practices in the management of student activity funds and how schools can successfully prepare for both internal and external audits. Topics will include cash receipting and disbursements, bank reconciliation, ticket sales, student fundraisers, and how your school staff • including principals, bookkeepers, and teachers • can work together to ensure a “clean” audit each and every year. CE 1/CPE 1

Dava Watson on January 18, 2019

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

Preventing and Detecting Payroll Fraud

Payroll makes up at least 75% of a district's budget. Most of the controls and time should be geared toward preventing and detecting fraud. Originally recorded in Allen, TX, at the Payroll and Personnel Academy, this recorded presentation discusses several examples of fraudulent payroll-related activities and provides tools for preventing and detecting such shenanigans. CE 1/CPE 1

Christopher Breaux on October 16, 2018

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

Preventing Employee Grievances From Hurting Your District

Originally presented in Allen, TX at the Payroll Personnel Academy, this recorded presentation defines "grievance" as it relates to an employee's right to submit a complaint such as a pay dispute; or challenge evaluations, actions taken by supervisors or coworkers, reassignment, use of personal leave, termination, etc. It discusses various policies and procedures, how to address complaints of discrimination and other forms of prohibited conduct; consequences for not adequately addressing grievances ; and other practical considerations. CE 1/ CPE 1

D'Ann Bey on October 17, 2019

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

Program Intent Code Story and Reports

Forecast5 recently released the Program Spending Story. In this session we will review the story and many of the Program Spending analytics which exist in the 5Sight platform. CE 1/CPE 1

William Wooten, RTSBA, Chris Ryan, and Travis Zander, Forecast 5 on June 27, 2019

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

Project Management for Business Managers

This live recording discusses how to apply project management concepts and tools to multiple scenarios encountered by a School Business Official, such as a Financial Audit, a Campus Renovation Project, a Bond Project, and a Budget Project. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

Jumana Alkhatib, RTSBA on February 28, 2018

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

PUR102 Online: Applications of Purchasing Law

This course covers information on the legal issues relevant to purchasing. It will also review formal bid procedures; quotation and telephone procedures; advertising requirements, and the criteria for awarding bids. CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
CE Hours: 6.00

Purchasing Do's and Don’ts for Charter Schools

This recorded webinar explores best practices used when making purchasing decisions in the charter school environment. It begins with a background to purchasing and maneuvers through the documentation process. It also addresses some of the pitfalls that can be avoided when making purchases. CE 1/CPE 1

Dianna M. Casper, RTSBA, CTCM, CTPM on May 18, 2016

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

Purchasing for a New Campus

In this recorded webinar two procurement leaders for two fast-growing school districts provide an overview of the processes for determining the FFE needed to open a new school. CE 1/CPE 1

Regina Stephenson, RTSBA, CPM on January 10, 2017

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

Purchasing: From Requisitions to PO

This recorded webinar is an overview of state purchasing laws and local policy, and provides the necessary foundation to ensure that all purchases are compliant. The complex process of purchasing is discussed from the selection of vendors, approval path, and the receiving of goods, to paying the invoices. In addition, it explores the implications of purchasing goods and services with federal and state grants. CE 1/CPE 1

Julie P. Novak, RTSBA on November 1, 2016

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

Revenue Projections Under House Bill 3

Learn the latest information on House Bill 3 and its impact on your state aid. Have your district's completed state aid template to review as TASBO shares common errors and key calculations. We will share best practices for managing estimates for your revenue budget. CE 2/CPE 2

Amanda Brownson and Janét Spurgin on August 7, 2019

Regular price: $125.00
Discounted member price $75.00
CE Hours: 2.00

Serving Up Best Practices for PEIMS Personnel

Whether you have 20 years of experience or just one, this live recording promises engagement and great tidbits to successfully maneuver through who and what is needed other than just submitting PEIMS/TSDS files. Your PEIMS Coordinator, CFO, Business Manager and HR personnel need to know the supporting processes needed to conduct a successful PEIMS year. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

Julie Guillory, CTSBS and Marie Carol Miller on March 1, 2018

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

Special Program Allotments- Is Your District in Compliance?

Are you spending your special program allotments in compliance with state law? Don't wait until a possible TEA audit of the special program allotments in the near future to find out. This recorded webinar reviews state allotment programs - special education, bilingual, gifted and talented, career and technology, compensatory education, and the high school allotment. Learn how to budget to compliance before you adopt your budgets and to spend to compliance before you close out your current fiscal year. CE 1/CPE 1

Karen W. Smith, RTSBA, CPA, CIA on July 26, 2016

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

Staffing and Compensation

Originally presented in Pflugerville, TX, Annette explains how the biggest portion of your school's budget is payroll and share what works for the staffing budget in her district. CE 1/CPE 1.

Annette Folmar

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

State and Federal Grants (EDGAR) Manual Workshop

State and Federal Grants (EDGAR) Manual is a comprehensive manual (approximately 90 pages) that specifically focuses on state and federal grant management that includes EDGAR topics such as: Pre and Post-award requirements such as Property Standards, Procurement Standards, and Financial Management. TASBO has a recorded webinar and manual template available under eLearning opportunities. CE 6/ CPE 7

Rebecca R. Estrada, RTSBA on July 30, 2019

Regular price: $255.00
Discounted member price $205.00
CE Hours: 6.00

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