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ACA Update and Reporting Requirements

This recorded webinar provides an update to the Affordable Care Act regulations. In addition, the panel presents some of the upcoming challenges related to the data collection and reporting. The data collection requirements began January 1, 2015 -- is your district collecting the appropriate data? Resources and best practices for small, mid-size and large district reporting are shared by the presenters. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on June 3, 2015

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

Advanced FLSA Topics

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

Rebecca R. Estrada, RTSBA on November 3, 2016

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

Advanced FMLA Topics

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

Rebecca R. Estrada, RTSBA on April 17, 2014

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 your School Facilities Prepared for the Unexpected?

School campuses combat emergencies ranging from bursting water mains to damage from natural disasters. When the response and mitigation to these unfortunate events is delayed or deferred, further damages often occur. During these trying times, every second counts and student and faculty safety is the number one priority. While you can never truly be prepared for an emergency situation, campus leaders can do everything in their power to alleviate risk to not only students, faculty and staff, but also to district facilities and budgets. CE 1/CPE 1

John Castillo on September 27, 2017

Regular price: $50.00
Discounted member price $0.00
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

Auditing and Closeouts

Originally presented in Fort Worth, Texas (2018) as part of the Bonds, Building & Beyond Academy, this recorded event discusses areas to review when conducting a construction audit. 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)

Raquel Basurto, RTSBA, CIA, CGAP March 27-28, 2018

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

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

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

Anne E. Greenberg on June 29, 2017

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

Construction Phasing

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

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

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

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 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

Digital Citizenship: Navigating Our Connected Culture

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

Pattie Griffin, RTSBA and Laura Howard on June 13, 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

Emotionally Intelligent Communication

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

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

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

Ending the Office Clutter

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

Randall Dean, MBA on Apr 23, 2019

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 - 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

F5 - Teacher Turnover Storyboard

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

Chris Ryan on April 12, 2019

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

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

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

Rebecca R. Estrada, RTSBA on November 2, 2016

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

Financial Implications of the Legislative Session

This recorded webinar takes a look back at the 84th legislative session and looks forward to upcoming sessions. CE 1/CPE 1

David L. Garcia, RTSBA on April 8, 2016

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

Finding an Extra Hour Every Day

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

Randall Dean on November 1, 2018

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

FMLA Basics for Supervisors

The FMLA was enacted in 1993 to provide job protection and other benefits to eligible employees who are absent from work due to a serious health condition. This recorded webinar addresses the basics of FMLA to assist supervisors in responding to and/or directing employees faced with extended medical absences to the appropriate staff member(s). CE 1/CPE 1

Rebecca R. Estrada, RTSBA on October 23, 2013

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

How to Survive a FEMA Audit

This free, recorded webinar covers information on how to survive a FEMA audit. On April 17, 2013, the fertilizer plant in West, Texas had a massive explosion which caused damage to the District’s facilities, making them unusable. Charles Mikeska, Assistant Superintendent of Finance and Operations for West ISD, and other members of the West ISD team outline the processes and procedures that the district utilized to ensure that the District was able to resume operations as quickly as possible. The West ISD operations team that was in place during the explosion will present items they learned during the on-going recovery, along with information they learned from the OIG audit. CE 1/CPE 1

Charles Mikeska, RTSBA on September 13, 2017

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

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

Introduction To Legislative Advocacy

In this training, Stephanie Vance, the Advocacy Guru, outlines a process for effective advocacy that works on any issue and with any audience. She shares her secrets for effective advocacy, including knowing what you want, who to ask, how to ask and how to follow-up. You’ll also learn how to build a long term relationship with decision-makers so that you can turn your policy dreams into reality. Participants will come away with a plan for activism that will serve them throughout the year - and beyond. CE 3/CPE 3.5

Stephanie Vance

Regular price: $0.00
Discounted member price $0.00
CE Hours: 3.00

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

MAO103: Custodial Staffing & Organization

This course provides an overview of how to properly manage Custodial Services for a school district. A core responsibility of any district is to keep the students and faculty safe and comfortable while they are on school property, and the Custodial Services department is a key contributor to this success. In this course, we review the key factors to consider when managing Custodial Services • from work planning, staffing, scheduling and inventory to the more foundational questions such as whether or not to outsource services. In addition, you’ll learn how investing in people and equipment can have a campus-wide impact, and how state and federal purchasing laws may impact your decision-making. CE 6/CPE 7



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

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

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

MGT306: Board Policies & Administrative Procedures

This course reviews the various types of board policies, and how board policies are developed and used. Legal requirements for board meeting notices and minutes are also examined. CE 6/CPE 7



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

MGT307 Online: Business Ethics

This course is required for all levels of certification. It includes discussion of the following topics: how ethical values are developed; ethical values versus the law; identifying organizational ethical standards; coping with unethical people, and ethical guidelines for decision making. CE 6/CPE 7



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

Navigating the Grievance Process

Texas law provides public employees a protected right to formally complain and access to those in positions of authority. The district's grievance process is outlined in board policy and allows an opportunity for the employee to vent and provides an opportunity for the district to hear and solve a problem. This recorded webinar navigates the participant through the formal grievance process by reviewing the guiding principles; explaining definitions and timelines; examining sample forms; discussing the levels within the process and responses and actions at each level; determining all that is included in the official record; providing guidelines for the hearing officer; and sharing best practices. CE 1/CPE 1

Pattie Griffin, RTSBA on November 19, 2015

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

Overview of Multi-Hazard Emergency Operations Requirements

This recorded webinar provides a broad overview of school emergency plan development and touches on the following subjects: current laws governing emergency plan development by schools; sources for plan framework and plan examples; steps for developing the plan; and discussion on who should be involved in the planning process from both inside and outside the school district. CE 1/CPE 1

Denise M. Chuick, M.Ed., CTSBS, CSRM on November 14, 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

Personnel Records Management

Personnel records exist throughout the district: in offices of human resources, payroll, benefits, risk management, and on campuses and in departments. As a result, managing all these records can be challenging. This recorded webinar provides information related to confidentiality and access of personnel records; processing and maintaining electronic personnel records; organizing the personnel file; differentiating documents maintained in the HR office and in other areas; and managing disciplinary and evaluative documents. CE 1/CPE 1

Pattie Griffin, RTSBA on November 17, 2015

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 for TRAQS Reporting in the New School Year

In this recorded webinar, TRS provides a review of rule and legislative changes that affect TRAQS reporting (2015). The presenters discuss tips to ease the challenges of going through TRS, year-end processing, as well as instructions for common warnings and errors that occur in the first few months of a school year. CE 1/CPE 1

Jennifer Dujka on August 18, 2015

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

Pro Services & Contracts for your Federal Procedures Manual

The new EDGAR regulations, specifically §200.459, allows costs of professional and consultant services with federal grant funds for services subject to the federal regulations. The federal regulations require that the district select contractors based on the reasonableness of the fee, the necessity of the service, the qualifications of the contractor and other criteria. TEA has provided additional guidance related to required language in all contracted service contracts to be paid with federal grant funds. This webinar will focus on the need for written Contract Procedures, Contract Review Checklist, and other sample forms and procedures which will be shared with attendees.

Rebecca Estrada, RTSBA on January 10, 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

Property Management for Your Federal Procedures Manual

New EDGAR regulations (2015), specifically §200.310, implements several property standards related to insurance coverage, real property, equipment, and supplies. The regulations require procedures related to the acquisition, maintenance, and disposal of assets purchased with federal grant funds. This recorded webinar provides guidance related to the development and implementation of written Fixed Asset Procedures. Sample forms and guidelines are included. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 24, 2015

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

Records, Retention and Compliance

This recorded webinar covers foundations of record keeping authority (overview of TSLC guidelines) and end-of-year records procedures for campuses and school districts. CE 1/CPE 1

Janet Powell on September 15, 2015

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

School Carnivals and Fairs, Not Always So Amusing

School events are a great opportunity to raise funds for the schools and to bring the community together. No carnival is complete without inflatables, food trucks, cotton candy, and a bake sale. Event organizers need to understand that these crowd-pleasers also come with compliance issues. Fire code, food/health regulations, and amusement ride inspections are just a few things addressed in this recorded webinar. Also, learn what codes and compliances should be understood and complied by all. CE 1/CPE 1

Laura Santos-Farry, CTSBO on April 9, 2014

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

Selling/Refunding Bonds - A to Z

Originally presented in Fort Worth, Texas (2018) as part of the Bonds, Building & Beyond Academy, this recorded event examines bond issuance and bond refunding. It helps map out the process for creating a board abstract for the first issuance of a bond program and the cost savings for a bond refund with a comprehensive checklist and also covers advance funding changes from the 2017 Tax Bill. 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)

TASBO Life Members David Tiffin and David Webb March 27-28, 2018

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

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

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

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

Should Your District Change Its Fiscal Year?

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 recorded webinar will review the pros and cons of potentially changing your district's fiscal year date. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on April 30, 2015

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

Smartphone Success

You know which apps are fun, but what apps, services and functions will help you turn your Droid, IPhone/IPad, and/or Windows device into a productivity workhorse? In this session, we will discuss the apps and peripheral devices that help take your Smart Phone (and tablets) from ""cool"" to ""critical"" when it comes to productivity, time, project, people, and e-mail management as well as ""remote"" productivity. We'll even show you a new configuration of apps and services that could allow you to potentially consider using these devices in lieu of more traditional laptop/desktop computers, and how these devices might actually be even more powerful from a productivity perspective right now. Take this course to better understand how you can truly be “mobile productive”. A highlight to this program is when the presenter, Randy Dean, opens up the floor to program participants to share their favorite apps, allowing people to gain knowledge from all program attendees. CE 1/CPE 1

Randall Dean on April 9, 2019

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

Spending Wisely - The Intersection of Staffing and Pay

Salaries and benefits make up about 80 percent of most districts’ budgets. While we often make important compensation decisions that impact the district budget, we don’t always connect the financial impact of staffing decisions. This webinar will help attendees identify how staffing allocations and compensation • including salaries and benefits • can work together to achieve district HR and finance goals. CE 1/CPE 1

Amy Campbell and Zach Hobbs on January 11, 2019

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

Star Wars: Knowing Personalities Saves You From the Darkside

Star Wars is such a successful series because of the diversity within each storyline. Workplaces are no different. Just like George Lucas, you can capitalize on the various personalities of your staff to create a successful organization. This recorded webinar explores various personality types, the strengths and weaknesses of each type and how each personality coordinates with each other, as well as how you can create teams of workers whose personalities complement each other. CE 1/CPE 1

Maxwell Busse on June 9, 2016

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

Strategies for Reducing Unemployment Claims

Ideally, all employees hired by school districts would stay with the district for many years. But, the reality is that employees terminate their employment on a voluntary basis or the district terminates their employment on a involuntary basis. Best practices in hiring, evaluating, and documenting employee performance are shared during this recorded webinar. Good hires and good fires (terminations) will go a long way towards reducing unemployment claims and losses. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on December 11, 2014

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

Student Attendance, Every Day Makes a Difference

This recorded webinar discusses various methods that can be used to communicate to teachers, administrators, and parents about the importance of the student being in the classroom. Based on information from TEA, it discusses costs per day/per attendance, programs impacted, etc. It also provides some suggested reporting tools to help all involved know the cost - financial and otherwise - that is incurred when a student is absent. CE 1/CPE 1

Brenda K. Richmond, RTSBA on May 7, 2015

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

Student Loan Solutions

Student Loan Debt is one of the largest financial issues facing educators today. It impacts their performance in the classroom, as well as the industry's ability to recruit and retain them. This recorded webinar covers no-cost methods to deliver student loan debt relief, through federal forgiveness programs and private refinancing, that literally changes lives. See how Horace Mann's Student Loan Solutions program can be leveraged in your district to recruit and retain talented staff, while providing immediate relief to all school employees - all district-wide full-time staff may qualify! CE 1/CPE 1

Jon Bernardy on August 3, 2017

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

Taming the Email Beast (Gmail)

"Every day, managers and professionals are getting buried under a continuing stream of both useful and useless e-mail. Without a system for getting “control of the beast”, professionals spend much of their work (and personal) time spinning wheels and feeling highly unsatisfied. If you would like to get control of your e-mail “beast”, you should attend this program led by Randy Dean, MBA, author of the Amazon bestseller, Taming the E-mail Beast. Randy shares strategies for effective e-mail management, organization, and prioritization (with this version of the class focusing on technical strategies for those using Gmail) that have helped thousands of business professionals regain control and sanity with their Gmail activities. Learn key tips on converting e-mails in Gmail to calendar, contact, and task items, speed up your responses to recurring messages, use advanced tools in the Gmail settings, and more! CE 1/CPE 1
"

Randall Dean on April 30, 2019

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

Taming the Email Beast (Outlook)

"Every day, managers and professionals are getting buried under a continuing stream of both useful and useless e-mail. Without a system for getting “control of the beast”, professionals spend much of their work (and personal) time spinning wheels and feeling highly unsatisfied. If you would like to get control of your e-mail “beast”, you should attend this program led by Randy Dean, MBA, author of the Amazon bestseller, Taming the E-mail Beast. Randy shares strategies for effective e-mail management, organization, and prioritization (this version will be focused on strategies specifically for MS Outlook users) that have helped thousands of business professionals regain control and sanity with their e-mail activities (one university client even found that the average Outlook user saved more than 2 hours per week by taking this program • that is per employee!) CE 1/CPE 1"

Randall Dean on April 30, 2019

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

Teacher Service Records

This one hour webinar will provide participants with a brief overview of the service record requirements as mandated by the Commissioner’s Rules on Creditable Years of Service. CE 1/CPE 1

Joseph Mezher on May 30, 2019

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

The Bond Passed, Now What?

Originally recorded as part of the Construction Academy, this live recording discusses the integration of M&O into the process. System consistency, component maintenance valuation, and district construction standards are also discussed. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Mike Brooks, CTSBO on May 14, 2018

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

The Positive Impact of a Healthy Lifestyle on Leadership

This recorded webinar raises the awareness of school leaders to the importance of a healthy lifestyle; what a healthy lifestyle is; and how they can incorporate the steps necessary to incorporate a healthy lifestyle into their daily routines. CE 1/CPE 1

Billy Walker, Ed.D., RTSBA on May 19, 2016

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

The State of Texas Education Operations Health Index

Dude Solutions has created their second installment of the Education Operations Health Index. The report combines two decades of operations statistics from billions of client data points as they complete and track their daily operations using our solutions. With this education operations data, every education leader, from superintendents and business officers to CIOs and facility management leaders, will have a benchmark to pinpoint their department’s strengths and areas for improvement, as well as allow them to make more informed, actionable decisions. CE 1/CPE 1

Presented by: Matt Smith on September 12, 2018

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

The Top 10 Things That Will Get You Sued

We live in a litigious society and practically any action or inaction can lead to a lawsuit. This recorded webinar will highlight the top 10 issues in public schools that could result in legal action, and tips on how to stay out of the courthouse. CE 1/CPE 1

Presented by: Pattie Griffin RTSBA and Haley Turner, Attorney at Law on April 29, 2014

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

Transparency & Finding Your Peers

Originally recorded at the Accounting & Finance Symposium, this recorded event reviews Fort Bend’s Internal and External Committee structure and how it creates a culture of collaboration and trust with stakeholders. It also provides a brief overview of how to find your peer districts and how benchmarking using those districts is useful in measuring your district’s strengths and weaknesses. CE 1/CPE 1

Steve Bassett, RTSBA, CPA, CMA, CCM on November 17, 2017

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

Travel Guidelines for Your Federal Procedures Manual

New EDGAR regulations, specifically §200.474, allows travel costs with federal grant funds in accordance with the district's written travel reimbursement policies and consistent with those normally allowed in like-circumstances in non-federal activities. Although every district may have a written School Board Policy related to travel, i.e. DEE Local, not every district may have written procedures regarding what travel costs are allowable with non-federal and/or federal funds. This recorded webinar provides guidance related to federal (IRS & EDGAR), state and local regulations and the multitude of travel-related decisions that every district must make while developing and/or updating the written Travel Guidelines/Procedures. Sample forms and guidelines are shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on May 13, 2015

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

Understanding and Administering Leave

Originally presented in Allen, TX at the Payroll Personnel Academy (2018), this recorded presentation provides an overview of the various types of leave benefits for public school employees and how they interact. Topics include: the role of board policy, coordinating leave, and handling situations when an employee has exhausted all leave. CE 1/CPE 1

Karen Dooley on October 17, 2018

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

Understanding the Different Personailities You Work With

This recorded webinar introduces personality profiles and helps participants identify their own personality and begin to understand the differences in other personality types. The information provided not only helps with personal growth, but it is useful in improving your relationships with those that you work with. While you can't change your coworkers, you can change the way you interact with them as you understand them better. CE 1/CPE 1

Stephanie B. Duran, RTSBA, CPA on October 14, 2014

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

Using the 5Cast Revenue Calculator

TASBO and Forecast5 have co-developed a revenue calculator to help speed the creation revenue projections. Creating multiple revenue scenarios has never been easier.

Dr. Amanda Brownson, Travis Zander, and Dr. Lisa Morstad on March 29, 2019

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

Varsity Game Plan for Safe Events

High school games bring thousands of spectators and participants together in one location for a highly charged event. These games have the potential of turning from competition to catastrophe faster than a blitz. Think severe weather, injury, evacuation, or even a spectator or athlete brawl. This recorded webinar helps you prepare a game plan to intercept, minimize, and control the chaos of various safety incidents. CE 1/CPE 1

Laura Santos-Farry, CTSBO on March 27, 2014

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

Where Do You Start?

Originally presented in Fort Worth, Texas (2018) as part of the Bonds, Building & Beyond Academy, this presentation covers how to assess your district's needs and prepare to call a bond. 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)

Tim McClure, AIA, NCARB March 27-28, 2018

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

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