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Accounting & Finance

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A Hungry Child Cannot Learn

Explore the effects of food insecurity on children and its impact on school readiness.

A Hungry Child Cannot Learn
Original Presentation: March 21, 2023
Presenter: Betti Wiggins, Officer, Nutrition Services, Houston ISD
CEU/CPE: 1
Target Audience: School Nutrition, Finance, Accounting, Purchasing, Management, Instructional Staff
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Accelerating Use of Contactless Payments for Activity Funds

Join our webinar to learn how to accelerate the use of contactless payments for activity funds across your district with tips and best practices -- and how to put these into practice for the 2021/22 school year. Moderated by Kim Vivian-Downs, co-founder of KEV Group, you’ll hear from a panel of school district leaders • including Tara Tims from Klein ISD • about strategies and tactics they’ve leveraged to drive online payments adoption and participation.

Accelerating Use of Contactless Payments for Activity Funds
CE 1/CPE 1

Kim Vivian-Downs, Tara Tims, and Ericka Jones on 10/19/2021

Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Accounting for COVID-19 Federal Funding

The COVID-19 pandemic has resulted in multiple types of federal funding for school districts. The new federal funding has created challenges for accounting and finance staff in recording the revenues and expenditures. This recorded webinar will address the appropriate fund, revenue and expenditure codes to accurately reflect the source and use of the funds. GASB implications on the accounting of the funds and the Schedule of Federal Awards will also be highlighted.

Accounting for COVID-19 Federal Funding
CE 1/CPE 1

Rebecca Estrada, RTSBA, Karen Smith, RTSBA,CPA,CIA, and Celina Cereceres, CPA on April 1, 2021

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

ACT100 Online - Introduction to Accounting

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.

ACT100 Online - Introduction to Accounting
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.



Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

ACT103 Online - Activity Fund Accounting

This course covers all aspects of Activity Fund Accounting to include the different types of activity funds, activity fund systems, and sales tax.

ACT103 Online - Activity Fund Accounting
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.



Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

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.

ACT104 Online - Budget & Financial Planning
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.




Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

ACT105A Online - Basic Governmental Accounting PART 1

This beginning course addresses the accounting cycle, budgetary accounting, and governmental fund accounting. Areas covered include principles of debit and credit, the general ledger, understanding a balance sheet, and correcting entries.

ACT105A Online - Basic Governmental Accounting - Part 1
CEU/CPE 6/7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.




Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

ACT105B Online - Basic Governmental Accounting PART 2

This course continues Basic Governmental Accounting by introducing recognition principles for assets, liabilities, equity, revenue and expenses, as well as, delving deeper into governmental fund statements and financial reporting for proprietary and fiduciary funds.

ACT105B Online - Basic Governmental Accounting - Part 2
CEU/CPE: 6/7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. Part 1 prerequisite required to register.




Regular price: $245.00
Discounted member price $195.00
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 (budget and actual), and more.

ACT106 Online - Financial Coding for Texas Schools
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.




Regular price: $245.00
Discounted member price $195.00
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.

ACT108 Online - Accounts Payable Processes
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.




Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

ACT306 Online-Government-wide Financial Statements & Report

This course was developed to provide guidelines in the preparation of financial statements and notes to the financial statements in accordance with requirements established by the Texas Education Agency.

Review guidelines relating to U.S. generally accepted accounting principles (GAAP) to assist local school districts in preparing financial statements to be included in the districts’ comprehensive annual financial report (CAFR). Examine summarized guidelines that may require additional research primarily in original pronouncements and standards issued by the Governmental Accounting Standards Board and other sources, in addition to the Financial Accountability System Resource Guide published by the Texas Education Agency.

ACT306 Online-Government-wide Financial Statements & Report
CE 6/CPE 7
Target Audience: Accounting, Finance
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account.



Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

Activity Funds Series - Best Practices

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 Practices
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD

Original Presentation Date: March 8, 2022
CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Activity Funds Series - Continuous Auditing

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.

Activity Funds Series - Continuous Auditing

Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD

Original Presentation Date: March 10, 2022

CEU/CPE: 1

Target Audience: Accounting, Finance, Internal Audit About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Activity Funds Series - Fundraiser Do's and Don'ts

This webinar reviews best practices for school fundraising activities through activity funds in a school district.

Activity Funds Series - Fundraiser Do's and Don'ts
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD

Original Presentation Date: February 22, 2022
CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Activity Funds Series - Overview of Activity Funds

So you need information on activity funds? This webinar compares the differences between the two types, Campus Funds and Student Funds; and reviews best practices for handling activity funds.

Activity Funds Series - Overview of Activity Funds
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD

Original Presentation Date: February 17, 2022
CEU/CPE: 1



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Activity Funds Series - Sales Tax

This webinar provides information about tax exempt status, tax exempt purchases, tax exempt sales, and tax reporting for Texas schools.

Activity Funds Series - Sale Tax
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD

Original Presentation Date: February 24, 2022
CEU/CPE: 1



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Arbitrage Rebate is Back – A Guide to Arbitrage Compliance

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 Compliance
Original Presentation: February 29th, 2024
Presenter: Matt Collins, Vice President at Arbitrage Compliance Specialists, Inc.
CEU/CPE: 1
Target Audience: Accounting and Finance, Purchasing, Internal Audit, Finance and Auditing
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to reg



Regular price: $60.00
Discounted member price $0.00
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).

Architectural Drawings & Cost Estimates



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

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Are You Ready for FASRG 18

TASBO has partnered with Texas Education Agency (TEA) to provide insight on FASRG 18 changes that will impact coding for finance, budget, personnel, payroll, and your PEIMS 2023 financial snapshot data. Topics covered will include new coding rules for prekindergarten expenses, updates related to attendance accounting, transitioning out of pandemic related FIRST indicators, and a review of student attendance projections that will be coming out soon.

Are You Ready for FASRG 18
Original Presentation: October 25, 2022
Presenter: David Marx, Director Financial Compliance Division, Texas Education Agency
Amanda Brownson, Associate Executive Director Policy & Research, TASBO
Karen Wilson Policy & Research Associate, TASBO

CEU/CPE: 1.0
Target Audience: Finance, Accounting, Internal Audit, Budget, PEIMS, Management
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. N



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Are You Wondering: Should Your District Change Fiscal Years?

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.

Are You Wondering: Should Your District Change Fiscal Years?

Presenter: Deborah Ottmers, CPA, RTSBA, CFO, Ector County ISD

Original Presentation Date: March 24, 2022

CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

At-Risk Student Identification, Review, and Funding Impact

The PEIMS AT-RISK-INDICATOR-CODE indicates whether a student is currently identified as at-risk of dropping out of school using state-defined criteria only (TEC §29.081, Compensatory and Accelerated Instruction). Missing or inappropriate identification could impact funding and services being provided to students who need those additional supports. This session will review indicators, how/when to review them, and funding impact.

Objectives:

1. Develop a timeline for student at-risk indicator review.
2. Establish a process and procedure that includes the identification of responsible persons.

At-Risk Student Identification, Review, and Funding Impact
Original Presentation: October 4, 2022
Presenter: Kim Domke, PEIMS Manager, Arlington ISD, PEIMS Committe Chair TASBO
CEU/CPE: 1
Target Audience: PEIMS, Finance, Accounting, Internal Audit
About TASBO Recorded Webinars: Presentation materials will be located in your



Regular price: $135.00
Discounted member price $85.00
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.

AUD201 Online - Internal Auditing
CE 6/CPE 7
Target Audience: Finance, Internal Auditing
About TASBO Recorded Courses: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.




Regular price: $245.00
Discounted member price $195.00
CE Hours: 6.00

Auditing and Closeouts

Attend this webinar to obtain tips and areas to review when conducting a construction audit.

Auditing and Closeouts Original

Presentation: June 9, 2022
Presenter: Shawn Faciane, RTSBA, Chief Auditor Humble ISD
CEU/CPE: 1
Target Audience: Acounting, Internal Auditing, Finance
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Best Practices Activity Fund Management TX School Districts

Managing every dollar of school activity funds efficiently and accurately is challenging if you don’t have a solution that seamlessly integrates and automates all processes from start to finish.
In this 60-minute webinar, Dava Watson of KEV Group will discuss risks that arise when using manual or paper-based processes to manage school funds as well as ways to improve transparency, accountability, and productivity at both the district and school-level.
Best Practices Activity Fund Management TX School Districts
Original Presentation Date: January 11, 2023
Presenter: Dava Watson
CEU/CPE: 1
Target Audience: Accounting, Finance, Internal Audit, Technology
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Best Practices in Accounts Payable Processing

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.

Best Practices in Accounts Payable Processing

Original Presentation Date: April 28, 2022
Cost: $85 Members / $135 Non-Members
CEU/CPE: 1

Target Audience: Accounting, Finance
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.



Rebecca Estrada, TASBO

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Best Practices in Preparing ACA 1095 Forms

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.

Best Practices in Preparing ACA 1095 Forms

Presenter: Rebecca Estrada, Education Associate TASBO

Original Presentation Date: January 31, 2022

CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Beyond Boundary Planning: Using Location Analytics

Beyond Boundary Planning: Using Location Analytics
Using 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:1/25/2023
Presenters: Brenda Richmond, Senior Advisor, Analytics, Frontline Education
Cost: $0 Members / $60 Non-Members
CEU/CPE: 1

Target Audience: PEIMS, Information Technology, Management, Finance, Accounting, Sc



Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Board Policies Common to Payroll and Personnel Functions

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 & Personnel
Original Presentation Date: May 23, 2023
Presenters: Pattie Griffin, RTSBA, Life Member, TASBO | Tonya Davis, RTSBA, Director Certification, TASBO
CEU/CPE: 1.0
Target Audience: Finance, Accounting, Auditing, Personnel, Payroll, Management
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Bond Financing and the Construction Process

This webinar will explain the process of selling bonds, the pros and cons of each construction method, engagement of architects, and some basics on setting I&S tax rates and bond accounting.

Bond Financing and the Construction Process
CEU/CPE 1

Randy McDowell, RTSBA on April 28,2020

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Budgets Are a Balancing Act

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.

Budgets Are a Balancing Act

Presenter: Karen Smith, CPA, RTSBA, CIA, CFO, Cypress Fairbanks ISD

Original Presentation Date: March 22, 2022

CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Building the Master Schedule: Campus, Finance, HR & PEIMS

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 & PEIMS
Original Presentation Date: April 11, 2023
Presenter: Rebecca Estrada, Chief Certification Officer, TASBO
CEU/CPE: 1
Target Audience: Finance, Accounting, Payroll, PEIMS
About TASBO Recorded Webinars:


Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Business Manager Trivia Challenge

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 Challenge
Presenter: Online Trivia Challenge
CEU/CPE: 1
Target Audience: Accounting, Auditing, Finance, Management, Leadership
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





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

Campus Connections - Texas School Finance 101

Texas public school funding is largely determined by the students that attend public schools each and every day. This session will focus on the campus administration’s role in maximizing school district funds and exploring the funding elements that make up the Texas funding formula.


Campus Connections - Texas School Finance 101
Original Presentation Date: April 18, 2023
Presenters: Paige Meloni, RTSBA, CFO, Lewisville ISD
CEU/CPE: 1
Target Audience: Leadership, Campus Staff, Campus Principals, Budget, Accounting & Finance
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Cash Management for Campus Bookkeepers

Cash management is a critical function that comes under a lot of scrutiny during the financial audit. This webinar will provide address procedures related to receipting and depositing funds, reconciling bank statements, disbursing funds, and managing petty cash accounts. Several sample forms to facilitate the management of cash will be provided to attendees.

Cash Management for Campus Bookkeepers
CEU 1/CPE 1

Julie Novak, RTSBA on Jan 14, 2020

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Child Nutrition Procurement/Code of Conduct Manuals

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.

Child Nutrition Procurement/Code of Conduct Manuals

Presenter: Keri Warnick, Program Coordinator Mulit-Region Purchasing Cooperatiove Region 10

Original Presentation Date: March 24, 2022

CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Common TRS Audit Findings & How to Avoid Them

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 Them
Original Presentation Date: May 18, 2023
Presenters: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBO | Tonya Dav



Regular price: $135.00
Discounted member price $85.00
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)

Community Engagement and the Bond Process



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

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.50

Community Engagement for Public Schools-Role of the Campus

Texas school districts are often the center of the community both in rural and urban areas. From the big game on Friday night to a Grandparents Day celebration, the public-school campus becomes the mechanism for engagement from stakeholders beyond the walls of the individual campus. This session will explore ways to positively engage all stakeholders in the wonderful things that happen in Texas public schools each and every day.

Community Engagement for Public Schools-Role of the Campus

Original Presentation Date: May 2, 2023

Presenters: Paige Meloni, RTSBA, CFO, Lewisville ISD

CEU/CPE: 1

Target Audience: Leadership, Campus staff, Campus Principal, Finance, Accounting, Communication staff

About TASBO Recorded Webinars: Presentation materials will be located in your online learning via



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Compensation Costs/Time & Effort for Federal Procedures Man.

The EDGAR regulations, specifically §200.430, allow 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. The webinar will provide guidance related to topics such as pay scales, job descriptions, stipend pay, absence and timekeeping procedures and time & effort regulations. Sample forms and procedures will be shared with attendees

Compensation Costs/Time & Effort for Federal Procedures Man.
CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 16, 2020

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Comprehensive School Safety Review Part 1

This webinar, part one in a two part Comprehensive School Safety Review series, will provide information regarding the Safe and Secure School District Requirements. The following topics will be covered:

  • Formation of Safety and Security Committee per Senate Bill 11 Update in 2019
    • Who's on the committee
    • What do they do
    • How often do they meet
  • Emergency Operations Plan
    • Texas School Safety Center Toolkit/Template
    • Team building, process to complete
    • Functional vs. Hazard Specific Annexes
  • Active Threat Response Annex to Emergency Operations Plan District Response
    • Law enforcement response
    • Keys and maps for first responders
    • Proper door numbering
    • Reunification planning
Comprehensive School Safety Review Part 1

Original Presentation: August 3



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

Comprehensive School Safety Review Part 2

This webinar, part two in the Comprehensive School Safety Review series, will provide information regarding the Safe and Secure School District Requirements. The following topics will be covered:

  • Threat Assessments / Safe and Supportive School Program/Team
  • Training Requirements, Review of campus and district procedures, Team member expertise
  • Staff and Substitute Training
  • Assessment of Access Control
  • Single access points, key distribution/management, door closure evaluation, visitor procedures, exterior door count and checks, roof access checks, gate/fencing checks, camera checks


Comprehensive School Safety Review Part 2
Original Presentation: August 10, 2022
Presenters: Paul Batchelder, Director Life Safety & Emergency Preparedness, New Caney ISD; Mike Brooks, Chief Operations Officer, Salado ISD
CEU/CPE: 1
T



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

Cost of Student Absences

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.

Cost of Student Absences

Presenter: Brenda Richmond, RTSBA, Director Instructional Technology, TASBO

Original Presentation Date: March 8, 2022

CEU/CPE: 1





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

CTE Student Businesses - Tracking Revenues and Costs

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 Costs
Original Presentation Date: April 4, 2023
Presenters: Mark Bosher, Director of Technical Assistance & Training, CTAT; Rebecca Estrada, RTSBA, Education Associate, TASBO
CEU/CPE: 1
Target Audience: Accounting, Finance, Budget, Internal Audit, Purchasing
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Cultivating Effective Risk Management for School Personnel

Join our informative webinar on Risk Management designed for school personnel handling risk management duties. Led by Mary Barrett, the Associate Executive Director for Risk Management Services at TASB, participants will gain invaluable insights into analyzing and evaluating school risks. Learn the mechanics of forecasting and trending losses, aiding in estimating loss projections, insurance program retentions, and deductibles.

Cultivating Effective Risk Management for School Personnel
Original Presentation: November 7th, 2023
Presenter: Mary Barrett, Associate Executive Director, TASB, Risk Management Fund
CEU/CPE: 1
Target Audience: Safety, Security, Risk Management, Purchasing, Finance, Accounting, Internal Auditing, Management
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No



Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Decoding Worker Status: Differentiating Employee/Contractors

Join our informative webinar as we delve into the complexities of employment status, providing valuable insights and guidance on differentiating between employee and independent contractor classifications. Gain a comprehensive understanding of the implications and legal considerations associated with each status to ensure compliance when issuing Form W2s and/or Form 1099s.

Decoding Worker Status: Differentiating Employee/Contractors
Original Presentation: October 17th, 2023
Presenter: Rebecca Estrada, Chief Certification Officer- TASBO
CEU/CPE: 1
Target Audience: Accounting, Personnel, Payroll, Management, Operations
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Determining Academic Return on Investment (AROI)

Discuss your district’s Academic Return on Investment (AROI), which is the practice of evaluating academic programs to make data driven decisions. This assessment leads districts to determine where to effectively allocate resources. This allows districts to make decisions on which programs provide the greatest use of district resources while maximizing outcomes for students.

Determining Academic Return on Investment (AROI)
Original Presentation Date: June 21, 2023
Presenters: Michele Trongaard & Travis Zander
CEU/CPE: 1
Target Audience: Technology, Finance, Accounting, Instructional Leadership, Campus Leadership, Management, Internal Audit, Budget, PEIMS
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.





Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Developing a Payroll Operating Procedures Manual 2020

This 3-part webinar series is critical for every payroll department of one, and for every 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…is YOUR district ready? Every participant will receive a sample manual during each part of the webinar that could be combined and customized into an overall Payroll Operating Procedures Manual.
Part 1 • Payroll Data and File Management
Part 2 • Payroll Processing Procedures & Checklists
Part 3 • Payroll Reporting (Local, State and Federal)

Developing a Payroll Operating Procedures Manual 2020
CE 3/CPE 3.5

Rebecca R. Estrada, RTSBA

Regular price: $230.00
Discounted member price $180.00
CE Hours: 3.00

Developing an Attendance Accounting Procedures Manual

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 Manual
Original Presentation: January 24th, 2024
Presenter: Rebecca Estrada Chief Certification Officer, TASBO
CEU/CPE: 2
Target Audience: Accounting and Finance, Personnel, Management, PEIMS
About TASBO Recorded Webinars:&nbs



Regular price: $185.00
Discounted member price $185.00
CE Hours: 2.00

Developing SCE and Bilingual Procedures for the new J4 Audit

A new schedule will be required in the annual financial report (AFR) starting in FYE 2022, The schedule will indicate whether a district receiving SCE and/or BL/ESL funds has written procedures for the programs. The new requirements have important implications for both special program administrators and finance staff. This webinar will address the new requirements, provide insight into existing state regulations and provide sample written procedures.

Developing SCE and Bilingual Procedures for the new J4 audit
CE 1/CPE 1

Rebecca Estrada, RTSBA, Education Associate for TASBO

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Developing Written Travel Procedures for Your District

Although every district may have a written School Board Policy related to travel, i.e. DEE Local, not every district may have written travel procedures regarding what travel costs are allowable and unallowable.
The EDGAR regulations, specifically §200.474, allow 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. The webinar will provide guidance related to federal (IRS & EDGAR), state and local travel-related regulations. In addition, the webinar will focus on 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 will be shared with attendees.

Developing Written Travel Procedures for Your District
Presenter: Rebecca Estrada, Education Associate TASBO
Original Presentation: September 2022



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Developing/Reviewing Student Attendance Procedures Manual

Law requires that each district develop and maintain a student attendance procedures manual. Is yours complaint? Do you have one? In this session we'll review how to begin and how to ensure yours meets the legal requirements.

Developing/Reviewing Student Attendance Procedures Manual

Original Presentation Date: April 5, 2022



Brenda Richmond, RTSBA, Director Instructional Technology, TASBO; Susan Gilbert, PEIMS Assistant Coordinator, Boerne ISD



Regular price: $135.00
Discounted member price $85.00
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.

EDGAR and Texas School District Procurement
CE 5/CPE 5.5

Various school purchasing and finance leaders

Regular price: $285.00
Discounted member price $235.00
CE Hours: 5.00

Employee Benefits and Creating a “Stay Strategy”- Part 1

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 1
Original Presentation Date: April 12, 2023
Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann Companies
CEU/CPE: 1
Target Audience: Finance,



Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Employee Benefits and Creating a “Stay Strategy”- Part 2

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 2
Original Presentation Date: June 7, 2023
Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann Companies
CEU/CPE: 1
Target Audience: Finance, Accounting, Personnel, Purchasing, Internal Audit,



Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

Employee Benefits Creating a "Stay Strategy"-Part 3

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 3
Original Presentation Date: September 13th, 2023
Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann Companies
CEU/CPE: 1
Target Audience:


Regular price: $60.00
Discounted member price $0.00
CE Hours: 1.00

ESSER Reporting: What's New and What's Not!

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, 2024
Presenter: Rebecca Estrada, RTSBA- Chief Certification Officer at TASBO | Sherry Harris-Education Specialist at Region 13 ESC
CEU/CPE: 2
Target Audience: Curriculum/Instruction, Grant/Program Management an



Regular price: $185.00
Discounted member price $105.00
CE Hours: 2.00

ESSER's Ending in 2024: What's Next?

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, 2023
Presenter: Michele Trongaard, RTSBA, CPA, SFO- Associate Superintendent, Business & Finance at Mansfield ISD | Jonathan Pastusek, RTSBA- Chief Financial Officer at Northwest ISD
CEU/CPE: 1
Target Audience: Accounting, Finance, Purchasing, Distribution & Inventory, Internal Auditing
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO acco



Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Exploring Commodity Codes in an Essential Webinar Overview

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, 2022
Cost: $85 Members / $135 Non-Members
CEU/CPE: 1

Target Audience: Finance, Accounting, Internal Auditing, Purchasing
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.



Dianna Casper, Crandall ISD, David Harder, Amarillo ISD

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

Exploring the 23-24 SAAH Handbook Changes

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 Changes
Original Presentation: October 31st, 2023
Presenter: Chris Tawater CTSBS- Director of PEIMS & Data Quality & Kimberly Domke RTSBA- PEIMS Manager Arlington ISD
CEU/CPE: 1
Target Audience: Accounting and Finance, Finance and Auditing, PEIMS, Internal Audit
About TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites



Regular price: $135.00
Discounted member price $85.00
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. Join this session to learn practical tips regarding the verification process at the end of each accounting period. End-of-month procedures and checklists will be shared with the attendees. End-of-year processes are a reflection of the daily, weekly, and monthly processes throughout the fiscal year. Best practices for closing the fiscal year will also be shared with attendees.

Finance End-of-Month & End-of-Year Procedures
CE 1/CPE 1

Rebecca Estrada, RTSBA on Feb. 6, 2020

Regular price: $135.00
Discounted member price $85.00
CE Hours: 1.00

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