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2016 Final Overtime Regulations

This recorded webinar reviews the final overtime regulations that became effective December 1, 2016. It also addresses several considerations such as identifying the current FLSA status of all employees; updating/creating job descriptions to support the FLSA status; calculating compliance with the $913 per week rule; and making decisions regarding the future FLSA status of employees who don't meet the new OT rules for exempt status. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 8, 2016

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

2018-19 PEIMS Changes

Recorded Academy Presentations (Member $75/Non-Member $125)

Deborah Cartwright, RTSBA on September 20, 2018

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

Applying GASB #68

EdMIS and TASBO have partnered to help school districts and their independent auditors develop appropriate disclosures and documentation for the second year of GASB #68. This two-hour recorded webinar walks you through the data from TRS's material to your annual financial reports using a worksheet that prepares the needed journal entries and tables in the notes and RSI - including finding TRS data for your district; inserting into the worksheet; adding data from the district's trial balance; then reading required journal entries to correctly record and report information related to Teachers' Retirement System of Texas for your district. CE 2/CPE: 1 hour in Accounting (Governmental) and 1 hour in Auditing (Governmental)

Bruce E. Collier, Ph.D. & Elba Collier on September 27, 2016

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

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

Basic Purchasing Ethics

This recorded webinar explores basic purchasing ethics and how they can be implemented in school district purchasing departments. CE 1/CPE 1

Mark Vechione, RTSBA on December 2, 2014

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

Budget Boot Camp 2018

This online workshop is specifically designed for first-year business officials who are responsible for developing the district budget and for calculating state funding and other revenue. It covers budget terminology; data collection for the State Aid Template; cash management: estimating the cash and state aid revenue; the impact of tax collections and property values on Sate Aid; budget assumptions-pupil projections; tax collections, and more. Originally recorded in Allen and Austin, TX. CE 5/CPE 5.5

Karen Smith and Derick Sibley on January 24, 2018

Regular price: $265.00
Discounted member price $215.00
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

Compensation Costs/Time & Effort for Your Federal Procedures

The new EDGAR regulations (2015), specifically §200.430, allows compensation and benefit costs with federal grant funds for services performed during the grant period, subject to the following: 1) reasonable compensation costs; 2) paid accordance to established written policy; 3) follows the same appointment written policies; and 4) costs are supported with documentation. Although every district may have a written School Board Policy related to compensation, i.e. DEA Local, not every district may have written procedures or a Compensation Plan for allowable compensation costs with non-federal and/or federal funds. This recorded webinar provides guidance related to: pay scales, job descriptions, stipend pay, absence and timekeeping procedures, and time & effort regulations. Sample forms and procedures are included. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 17, 2015

Regular price: $125.00
Discounted member price $75.00
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

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

Contract Management Procedures

Federal, state, and local requirements may govern how we solicit, evaluate, award, and monitor contracted services. This recorded webinar presents a practical discussion about contract management procedures to enable your district to meet the requirements. Best practices, sample forms, and procedures are shared as resources. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 23, 2014

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 Federal/State Grants Procedures Manual

TASBO has developed a State and Federal Grants Manual that includes all of the Uniform Guidance (new EDGAR) requirements. In an effort to provide the template to districts, we offer this 2-hour recorded webinar where participants receive guidance related to completing the template to create a customized State and Federal Grants Manual. All participants receive a Word version of the template. CE 2/CPE 2

Becky Estrada, RTSBA on May 6, 2015

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

Developing a Payroll Operating Procedures Manual

Based on a full-day workshop, this 3-part series contains three recorded webinars . It is critical for all payroll departments from those with just one employee to those mid-size to large district with multiple payroll specialists. Any district that is without one of its payroll specialists must rely heavily on written procedures, checklists and best practices. Does your district have all of your bases covered? Each participant will receive a sample manual that can be customized into an overall Payroll Operating Procedures Manual. CE 3/CPE 3.5

Rebecca R. Estrada, RTSBA on May 4, 2016

Regular price: $315.00
Discounted member price $265.00
CE Hours: 3.00

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

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

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 - 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

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

Presented by: 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.

Becky 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.

Becky Estrada, RTSBA, on Nov. 29, 2018

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

Finalizing Your Audit Report

This recorded webinar reviews the Annual Audit Report that was due to the TEA no later than January 28, 2016 for districts with an August 31st fiscal year-end. It also reviews distribution, publishing, and data entry requirements. Records retention rules are also examined. CE 1/CPE 1

Celina Miller, CPA on January 19, 2016

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

Finance End-of-Month & End-of-Year Procedures

Every district must perform finance end-of-month and end-of-year processes to ensure that all financial transactions are properly recorded, reviewed, and reported on periodic and annual financial statements. End-of-year processes are a reflection of the daily, weekly, and monthly processes throughout the fiscal year. This recorded webinar reviews practical tips regarding the verification process at the end of each accounting period. End-of-month procedures and checklists are shared, along with best practices for closing the fiscal year. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on July 31, 2014

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

Financial Accountability Ratings Update

This recorded webinar reviews what was new for financial accountability ratings released for the 2016-17 ratings year. The financial accountability rating system (School FIRST) was overhauled in recent years. Learn about continued refinements that applied in the Texas Education Agency's analysis of the fiscal year 2016 and school year 2015-2016 data. CE 1/CPE 1

Thomas D. Canby, Jr. on April 20, 2017

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

GASB 68, Uniform Grant Guidance (EDGAR) and Auditors

The spreadsheets are flying left and right from the Teachers Retirement System, but what do they mean? How do I go from spreadsheet to financial statements without losing my mind? This recorded webinar looks at tips and tricks for converting the theory of GASB 68 to the real world financial statements of Anywhere ISD. In addition, we discuss some best practices in implementing the Uniform Grant Guidance (EDGAR) and what auditors are looking for during the 2015 audit and beyond. CE 1/CPE 1

Celina Miller, CPA and Christopher L. Breaux, CPA on September 29, 2015

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

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

Hurricane Harvey: Disaster Recovery

This free, recorded webinar takes you step-by-step through the legal requirements for suspending competitive procurement requirements, calling emergency board meetings (including by telephonic means), and delegating contracting authority. It also covers pitfalls to avoid when executing contracts for remediation and restoration services, including incorporation of contract provisions necessary to substantiate FEMA claims.

Micki Morris on August 31, 2017

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

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

Limited Scope Attendance Audit Documentation Presented

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation explores the limited scope attendance audit process and the required documentation your district will need to submit if selected for audit. CE 1/CPE 1

Justin Jons on September 21, 2018

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

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

Managing Stipend and Extra Duty Pay

Does your school district have a board-approved stipend and extra-duty pay schedule? If so, do the stipend amounts truly represent the qualifications, time commitment, and duties of the staff assigned to serve in those capacities? This recorded webinar explores some best practices in developing a stipend pay scale and stipend job descriptions. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on December 11, 2013

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

Becky 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

MGT301 Online: Functions & Duties of School Business Admins

This course is required for the RTSBA certification. Learning objectives for this course include school business official competency studies; components and competencies for school business and support services in Texas; the organization of non-instructional services; general goals and strategies for the non-instructional area; long-range planning; financial management problems in Texas; financial management tools; ethics, and future trends in school business management. CE 6/CPE 7



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

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

New TSLAC Retention Schedule Rules - They Changed What?

Change is coming in 2018! TSLAC has made revisions and additions to Schedule SD • School District Records Retention. This recorded webinar reviews those changes and what they mean to your district. Remember, if it is not documented, it did not happen! Let’s be sure we have what is required to support the data we are reporting CE 1/CPE 1

Deborah Cartwright, RTSBA on May 17, 2018

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 - New Staff Reporting

PEIMS reporting requirements for many professional and auxiliary staff changed in Fall of 2017, Submission 1. This recorded webinar reviews the updates, why they were needed, and how they will be used moving forward. CE 1/CPE 1

Brenda K. Richmond, RTSBA and Michele Trongaard, RTSBA, CPA, SFO on May 10, 2017

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

PEIMS Academy - 2018 Bundle

Originally recorded in Allen, TX this bundle contains nine videos that examine several key PEIMS topics including a unique ID tracking system, PEIMS accountability, using the TSDS validation tool, FERPA and HIPPA compliance, TSLAC updates,Audit, Pre K and CTE documentation requirements, as well as the most recent PEIMS updates. CE 9/CPE 10.5



Regular price: $345.00
Discounted member price $295.00
CE Hours: 9.00

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

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 and Reconciling W2 Forms

This recorded webinar guides participants 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 are addressed to assist you in avoiding them. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on January 19, 2017

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

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