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Explore the effects of food insecurity on children and its impact on school readiness.
A Hungry Child Cannot LearnOriginal Presentation: March 21, 2023Presenter: Betti Wiggins, Officer, Nutrition Services, Houston ISDCEU/CPE: 1Target Audience: School Nutrition, Finance, Accounting, Purchasing, Management, Instructional StaffAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
Our online Accounting & Finance Trivia Challenge will test your knowledge of terms and/or acronyms involved in budgeting and school business. Round 1 is the Accounting & Finance Acronyms Challenge. Round 2 is to challenge you in the area of Fundamentals for Accounting & Finance. This interactive session will take you through terms and/or acronyms related to many aspects of this area of school business.
Title: Accounting & Finance Trivia Challenge
CEU/CPE: 1
Target Audience: ACT
About TASBO Recorded Training: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
This webinar reviews best practices for a variety of aspects of activity funds and shares resources that are helpful in this task.
Activity Funds Series - Best PracticesPresenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: March 8, 2022CEU/CPE: 1
Activity funds must be reviewed continuously throughout the year. In a small or mid-sized ISD, where there is no Internal Audit Department, the funds must still be reviewed by someone. This webinar will cover best practices for continuously auditing the funds.
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: March 10, 2022
This webinar reviews best practices for school fundraising activities through activity funds in a school district.
Activity Funds Series - Fundraiser Do's and Don'tsPresenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: February 22, 2022CEU/CPE: 1
Investment rates have risen dramatically in the past 18-24 months, and arbitrage rebate and yield reduction payments are now starting to accrue. For School District’s that have issued or plan to issue tax-exempt bonds, this session will help navigate the complexities of arbitrage rebate compliance by covering basic topics and best practices to remain compliant with the arbitrage rebate rules.
Arbitrage Rebate is Back – A Guide to Arbitrage ComplianceOriginal Presentation: February 29th, 2024Presenter: Matt Collins, Vice President at Arbitrage Compliance Specialists, Inc.CEU/CPE: 1Target Audience: Accounting and Finance, Purchasing, Internal Audit, Finance and AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to regRegular price: $60.00Discounted member price $0.00CE Hours: 1.00
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).
Architectural Drawings & Cost Estimates
Should your district consider changing the fiscal year-end from 8/31 to 6/30? Maybe, or maybe not. Be knowledgeable and prepared to answer the question when it arises. This webinar will review the pros and cons of potentially changing your district's fiscal year date.
Presenter: Deborah Ottmers, CPA, RTSBA, CFO, Ector County ISD
Original Presentation Date: March 24, 2022
Attend this webinar to obtain tips and areas to review when conducting a construction audit.
Auditing and Closeouts Original
Accounts payable processing is a repetitive task that is performed on at least a weekly basis, or more frequently if in-house manual checks are issued off-cycle. Join this session to learn practical tips to develop and implement procedures and internal controls for accounts payable check processing in your school district.
Original Presentation Date: April 28, 2022Cost: $85 Members / $135 Non-MembersCEU/CPE: 1
Target Audience: Accounting, FinanceAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Most Texas school districts are categorized as an Applicable Large Employer (ALE) under the Affordable Care Act (ACA). This webinar will address ACA reporting requirements, such as the Form 195, and best practices to ensure timely and accurate reporting.
Presenter: Rebecca Estrada, Education Associate TASBO
Original Presentation Date: January 31, 2022
Beyond Boundary Planning: Using Location AnalyticsUsing location analytics to improve funding, student support, and employee recruitment and retention. Understanding locations in your district where extra services, such as tutoring, test prep or other wrap around programs, may need to be added to ensure every child is receiving equitable resources is crucially important. While it is preferred to educate students during school hours, while they’re on campus, sometimes the learning must leave the building. The important question leaders must ask, and geospatial analytics can help answer, is, 'Where?'. This webinar will share how districts can leverage the power of location analytics to better serve their students and staff.Date/Time:1/25/2023Presenters: Brenda Richmond, Senior Advisor, Analytics, Frontline EducationCost: $0 Members / $60 Non-MembersCEU/CPE: 1
Target Audience: PEIMS, Information Technology, Management, Finance, Accounting, ScRegular price: $60.00Discounted member price $0.00CE Hours: 1.00
This webinar is a review of the Board policies that are common to payroll and human resources functions. The discussion focuses on the importance and impact of policies in daily operations.
A Review of Board Policies Common to Payroll & PersonnelOriginal Presentation Date: May 23, 2023Presenters: Pattie Griffin, RTSBA, Life Member, TASBO | Tonya Davis, RTSBA, Director Certification, TASBOCEU/CPE: 1.0Target Audience: Finance, Accounting, Auditing, Personnel, Payroll, ManagementAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Now more than ever, school finance staff have realized district budgets are a constant balancing act! This webinar will discuss the importance of analyzing existing costs, developing a process for potential budget cuts/savings and the importance of developing tools to monitor your budget throughout the year.
Presenter: Karen Smith, CPA, RTSBA, CIA, CFO, Cypress Fairbanks ISD
Original Presentation Date: March 22, 2022
The campus master schedule has so many implications related to student academic needs, budgeting of salaries in the correct payroll account code, staffing with credentialed staff, and pulling it all together and reporting it through the TSDS/PEIMS submissions. This webinar will address master schedule structures, identifying the correct payroll account code based on a period-by-period review of a teacher’s schedule, verifying that teacher credentials match their assigned courses/grade levels and how to generate and verify TSDS/PEIMS staff reports BEFORE the submission of the data to TEA.
Building the Master Schedule: Campus, Finance, HR & PEIMSOriginal Presentation Date: April 11, 2023Presenter: Rebecca Estrada, Chief Certification Officer, TASBOCEU/CPE: 1Target Audience: Finance, Accounting, Payroll, PEIMSAbout TASBO Recorded Webinars:Regular price: $135.00Discounted member price $85.00CE Hours: 1.00Purchase
Our online Business Manager Trivia Challenge will test your knowledge of terms and/or acronyms involved in business and finance. Round 1 is the School Business Acronyms challenge. Round 2 is to challenge you in the area of Fundamentals for Finance and Business Managers. This interactive session will take you through terms and/or acronyms related to many aspects of school business.
Business Manager Trivia ChallengePresenter: Online Trivia ChallengeCEU/CPE: 1Target Audience: Accounting, Auditing, Finance, Management, LeadershipAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
This presentation will review the required information to be included in a Child Nutrition department’s “Procurement Procedures Manual” and “Code of Conduct” per the Texas Department of Agriculture (TDA). Discussion will include where to find all required information in the Administrator’s Reference Manual (ARM) and how this should be filed at the local level.
Presenter: Keri Warnick, Program Coordinator Mulit-Region Purchasing Cooperatiove Region 10
Has YOUR district experienced a TRS Audit….yet? If not, it is essential to know what records the TRS will request, how TRS selects LEAs for audit and what to expect before, during and after the audit process. A review of common TRS audit findings will be identified as well as strategies to avoid the errors in your LEA. Eligibility for TRS is one of the most critical audit areas. As a result, this webinar is ideal for both HR and payroll staff as both are involved directly or indirectly in the employment process to include determination of TRS eligibility, assignment of TRS position code, identification of TRS eligible compensation, payment of employer and employee contributions, and monthly reporting of 100% of the payroll disbursements.
Common TRS Audit Findings & How to Avoid ThemOriginal Presentation Date: May 18, 2023Presenters: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBO | Tonya DavRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
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)
Community Engagement and the Bond Process
Many districts opted to use the new ESSER federal grant funds to address construction needs such as HVAC improvements. Experienced grant and finance managers are well aware that using federal grant funds for construction was generally not an allowable expense. With this new flexibility, it is important to understand the many compliance requirements if YOUR district is using (or will be using) ESSER funds for construction projects. This webinar will address the pre-approval process, procurement options, Davis Bacon requirements and the recording of the expenditures in the appropriate account code(s).
Compliance Requirements: Construction with ESSER FundsOriginal Presentation Date: April 11, 2023Presenter: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBOCEU/CPE: 1Target Audience: Maintenance, Operations, Finance, Internal Audit, Grants, PurchasingRegular price: $135.00Discounted member price $85.00CE Hours: 1.00Purchase
Discover the optimal PUR methods for construction tailored to your district's specific needs in this informative webinar. Explore the pros and cons of different approaches to make informed decisions and enhance construction efficiency and durability.
PUR Construction Methods- Which is best for your district?Original Presentation: October 26th, 2023Presenter: Mike Brooks, RTSBA, Chief Operations Officer, Salado ISDCEU/CPE: 1Target Audience: Maintenance, Operations, Finance, Internal Audit, Grants, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
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
Contract Agreements Management
How student absences and attendance impact Texas schools will be reviewed. The impacts to funding, accountability, and PEIMS reporting are covered as well as suggestions for improvements
Audience: Individuals working in and or responsible for student attendance recording, auditing, and funding. This includes PEIMS and attendance clerks, PEIMS Coordinators, Internal Auditors, and those working in the finance side of the district.
Presenter: Brenda Richmond, RTSBA, Director Instructional Technology, TASBO
Original Presentation Date: March 8, 2022
Does your district have a CTE program that encourages and supports CTE Student Businesses? If so, join us for an informative webinar regarding strategies to track the revenues and costs associated with CTE Student Businesses such as auto repair, floral design, cosmetology, etc.
CTE Student Businesses - Tracking Revenues and CostsOriginal Presentation Date: April 4, 2023Presenters: Mark Bosher, Director of Technical Assistance & Training, CTAT; Rebecca Estrada, RTSBA, Education Associate, TASBOCEU/CPE: 1Target Audience: Accounting, Finance, Budget, Internal Audit, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
Discover the secrets to effective attendance accounting in our enlightening webinar. In this engaging session, we'll explore the most proven strategies and techniques to guarantee precise and streamlined attendance tracking. Whether you're new to the field or a seasoned professional, this webinar offers valuable insights and practical tips to optimize your attendance management processes. Don't miss this chance to boost your expertise and efficiency. Register now to reserve your spot and gain a comprehensive understanding of attendance accounting best practices.
Developing an Attendance Accounting Procedures ManualOriginal Presentation: January 24th, 2024Presenter: Rebecca Estrada Chief Certification Officer, TASBOCEU/CPE: 2Target Audience: Accounting and Finance, Personnel, Management, PEIMSAbout TASBO Recorded Webinars:&nbsRegular price: $185.00Discounted member price $185.00CE Hours: 2.00
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.
Educate, Engage and Empower Your Community
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.
Effective Training and Building Agendas
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. Receive an overview of the state of educator finances and look at ways you can leverage your employee benefits program to provide financial wellness resources and support to help improve recruiting and retention of employees.
Employee Benefits and Creating a “Stay Strategy”- Part 1Original Presentation Date: April 12, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience: Finance, Regular price: $60.00Discounted member price $0.00CE Hours: 1.00
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. During this session, we’ll discuss ideas on how your district and employees can find savings through existing opportunities you can find in your district’s program.
Employee Benefits and Creating a “Stay Strategy”- Part 2Original Presentation Date: June 7, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience: Finance, Accounting, Personnel, Purchasing, Internal Audit, Regular price: $60.00Discounted member price $0.00CE Hours: 1.00
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. Over 40% of educators surveyed indicated they are “just getting by.” Your district can help them feel more financially secure. During this session, we’ll discuss product solutions that can address employee needs unique to the educational community.
Title: Employee Benefits Creating a "Stay Strategy"-Part 3Original Presentation Date: September 13th, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience:Regular price: $60.00Discounted member price $0.00CE Hours: 1.00Purchase
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. During this session, share how your district can provide education and assistance on topics important to educational employees. Plus we’ll discuss how partnering with the right provider(s) specializing in the unique needs of school districts and their employees can help you efficiently provide the tools and resources they need to feel financially secure.
Title: Employee Benefits Creating a "Stay Strategy"-Part 4Original Presentation Date: September 10, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits &amRegular price: $60.00Discounted member price $0.00CE Hours: 1.00
Hear about the evolution of eProcurement and how it has grown in ways never previously imagined. Listen to Jonathan Bey and April Marzzacco talk about their experiences with eProcurement and discover more about what eProcurement is. Learn strategies to help you bring eProcurement to your district.
eProcurement EvolutionOriginal Presentation Date: April 2023Presenters: Jonathan Bey, RTSBA, RSBS Life Member | April Marzzacco, EquallevelCEU/CPE: 1Target Audience: Finance, Purchasing, Distribution, Textbooks, Internal AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
TEA has launched the USDE Year Four ESSER Annual Performance Data Collection Tool! The goal of this webinar is to encourage LEA staff (ESSER Grant/Program Management, Administration/Leadership, Business/Finance) to collaborate regarding ESSER reporting requirements. Topics will focus on lessons learned from the last round of reporting requirements, new reporting requirements, the communication needed with segregated duties, utilizing finance local use codes, effective implementation of information repository systems, and gathering data for the February 16, 2024 reporting deadline.
ESSER Reporting: What's New and What's Not!Original Presentation: January 11th, 2024Presenter: Rebecca Estrada, RTSBA- Chief Certification Officer at TASBO | Sherry Harris-Education Specialist at Region 13 ESCCEU/CPE: 2Target Audience: Curriculum/Instruction, Grant/Program Management anRegular price: $185.00Discounted member price $105.00CE Hours: 2.00
Explore the future of education as we bid farewell to ESSER in 2024. Join our webinar to uncover the transformative changes in staffing formulas and discover strategies for ensuring educational success beyond ESSER's expiration. Gain insights, best practices, and expert perspectives on the evolving landscape of school staffing in this dynamic session.
ESSER's Ending in 2024: What's Next?Original Presentation: December 5th, 2023Presenter: Michele Trongaard, RTSBA, CPA, SFO- Associate Superintendent, Business & Finance at Mansfield ISD | Jonathan Pastusek, RTSBA- Chief Financial Officer at Northwest ISDCEU/CPE: 1Target Audience: Accounting, Finance, Purchasing, Distribution & Inventory, Internal AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO accoRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
Implementation strategies and solutions to create an effective commodity code tracking system
Exploring Commodity Codes in an Essential Webinar Overview
Original Presentation Date: May 17, 2022Cost: $85 Members / $135 Non-MembersCEU/CPE: 1
Target Audience: Finance, Accounting, Internal Auditing, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Join us in this webinar as we delve into the updates and revisions made to the 23-24 SAAH (Student Attendance Accounting Handbook). We will provide a detailed exploration of the changes, their implications for schools and districts, and practical insights to ensure smooth implementation and compliance with the revised guidelines. Don't miss this opportunity to stay informed and prepared for the upcoming academic year.
Exploring the 23-24 SAAH Handbook ChangesOriginal Presentation: October 31st, 2023Presenter: Chris Tawater CTSBS- Director of PEIMS & Data Quality & Kimberly Domke RTSBA- PEIMS Manager Arlington ISD CEU/CPE: 1Target Audience: Accounting and Finance, Finance and Auditing, PEIMS, Internal AuditAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisitesRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
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
FERPA, HIPPA, Huh? - Managing Campus Records for Compliance
As part of the TEA Fireside Chat Series, this session we will talk with Joe Herrera. The focus will be on student attendance accounting FAQ's and will include information on the new changes for this year.
Presenters: Joe Herrera, Texas Education AgencyBrenda Richmond, RTSBA, Director Instructional Technology TASBO
Original Presentation Date: January 20, 2022
As part of the TEA Fireside Chat Series, this session we will talk with Justin Jons and Joe Herrera. Some of the topic areas covered will be student sign-ins, tardy passes, attendance notes, visitor management software use, absence slips, and more.
Fireside Chat Series w/TEA - Attendance Accounting Auditing
Presenters: Joe Herrera, Finance Compliance, Texas Education Agency Justin Jons, Finance Compliance, Texas Education Agency Brenda Richmond, RTSBA, Director Instructional Technology TASBO
Original Presentation Date: February 10, 2022
As part of the TEA Fireside Chat Series, this session we will talk with Amy Copeland and David Marx. Some of the topic areas covered will be how funding is impacted if instructional minutes are short, why waivers are important to file, what's the state average daily allowance (ADA) for a student and more.
Presenters: Brenda Richmond, RTSBA, TASBOAmy Copeland, Director of State Funding, Texas Education AgencyDavid Marx, Director Financial Compliance, Texas Education Agency
The Department of Labor issued guidance during the COVID pandemic in the areas of FLSA and FMLA due to the increase in telework compensation issues and medical leave due to COVID and/or Long COVID. This session will provide greater insight for HR and Payroll staff dealing with the our current new normal in the COVID World.
Original Presentation Date: April 7, 2022Cost: $75 Members / $125 Non-MembersCEU/CPE: 1
Target Audience: Finance, Auditing, Accounting, Management, Payroll, PersonnelAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Is your district tracking all of the work hours for non-exempt employees that are subject to the FLSA? This webinar will discuss issues various federal and state regulations that have a timekeeping component. Best practices to ensure compliance with EDGAR, ACA and TRS reporting will be shared with attendees.
Presenter: Rebecca Estrada, RTSBA, Education Associate TASBO
Original Presentation Date: February 8, 2022
If you already understand the basics of the Family Medical Leave Act, this session is for you. We will address advanced FMLA topics such as termination of benefits, reinstatement, recordkeeping, and other areas that have been a challenge in school districts.
Target Audience: Personnel, PayrollAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Houston ISD’s Food and Agriculture Literacy Program teaches students to have more than just a consumer relationship with food. Educating students on how food gets from the garden to their plates gives them a broad understanding of agriculture, culinary, and nutrition education. The program goes further by introducing students to food and agriculture careers through a partnership with Career and Technical Education.
Food Agriculture Literacy: Farm to School Beyond the Plate
Original Presentation Date: May 9, 2023
Presenters: Nan Cramer, Director of Food & Agriculture Literacy, Houston ISDGlenn Marcus, Manager School Nutrition & Agriculture Science, Houston ISD
Target Audience: School Nutrition, Campus Leadership, Purchasing, Finance
About TASBO Recorded WRegular price: $135.00Discounted member price $85.00CE Hours: 1.00Purchase
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.
General Fund Revenue Sources
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 webinar reviews how one affects the other and some best practices for budgeting, utilizing PEIMS data and monitoring for the actual data.
Original Presentation Date: April 14, 2022Cost: $85 Members / $135 Non-MembersCEU/CPE: 1
Target Audience: Accounting, Finance, Management, Internal Audit, Payroll, PEIMS, Information TechnologyAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
This session will cover the implementation of GASB 96 to include accounting entries, coding for school districts, and financial statement disclosures
Implementation of GASB 96: Financial Reporting & Auditing
Original Presentation Date: May 10, 2022CEU/CPE: 1
Target Audience: Finance, Accounting About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
The 2021 Legislative session brought about many TRS changes. This session will include hot topics such as TRS surcharges and Employment After Retirement. In addition, reporting deadline changes and how they impact school district and charter payroll processing will be addressed in detail to include best practices in meeting the strict deadlines.
Original Presentation Date: February 8, 2022CEU/CPE: 1
Target Audience: list the target categoriesAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Explore 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. Review 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.Investment Quarterly Reports to the BoardPresenter: David Webb, RTSBA, CPAOriginal Presentation: November 17, 2022CEU/CPE: 2Target Audience: Accounting, Finance, Internal Audit, Budget, Investment OfficerRegular price: $135.00Discounted member price $85.00CE Hours: 2.00
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