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Accounting for Fixed Assets

School districts are required to track all fixed assets and to record the assets in the general ledger. This recorded webinar addresses the different types of fixed assets and how to properly record each type of asset. Other topics include capitalization, valuation, and depreciation. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 5, 2017

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

Accounts Payable Procedures and Checklists

Accounts payable processing is a repetitive task that is performed at least weekly, or more frequently if in-house, manual checks are issued off-cycle. This recorded webinar reviews practical tips to develop and implement internal controls for accounts payable processing in your school district. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on August 13, 2014

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

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.
CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
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.
CE 6/CPE 7



Regular price: $225.00
Discounted member price $175.00
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.
CE 6/CPE 7



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

ACT105 Online: Basic Governmental Accounting

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.
CE 6/CPE 7



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

ACT106 Online: Financial Coding for Texas Schools

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



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

ACT108 Online: Accounts Payable Processes

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



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

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. The course provides 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). This course provides 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.
CE 6/CPE 7



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

Americans with Disabilities Act 101 in Schools

The Americans with Disabilities Act sets minimum requirements that will allow schools to be accessible to all students, despite any with disabilities. Classroom and school settings are listed in these standards to allow for functional use of space and accommodations for all learners. This recorded webinar takes a general look at the basics that schools need to be aware of to ensure that they are providing for their facilities. CE 1/CPE 1

Laura Santos-Farry, CTSBA; and Brian Bolek, CTSBS on May 22, 2018

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

Applying For An Indirect Cost Rate

Get ahead of the indirect cost application due in January! Learn the importance of applying for an indirect cost rate as well as the do’s and don’ts of completing the application. The presenter will share tips for ensuring the proper information is submitted as well as explaining the steps necessary to complete the application. CE 1/CPE 1

Karen Wiesman, RTSBA on January 8, 2019

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

Architectural Drawings & Cost Estimates

Originally recorded as part of the Construction Academy, this live recording reviews design development and cost estimates, construction documents and cost estimates, furniture, fixtures and equipment (FF&E), preliminary construction schedule, and scope creep. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

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

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

Are Common District Practices Costing You ADA Funding?

This live recording covers items such as: late starts, exam days, PSAT Testing Days, teacher attendance posting, master schedules, enrollment eligibility coding, early graduates. With an overview of minutes of instruction, CTE required minutes, and operational minutes and how they are all related to funding. Originally recorded at the 2019 Annual Conference. CE 1/CPE 1

Brenda Richmond, RTSBA

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

AUD201 Online: Internal Auditing

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



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

Audit Findings

This recorded webinar covers the most common audit findings and how to minimize or eliminate the issues and learn some common solutions reflecting internal controls that can be easily implemented. CE 1/CPE 1

Stephanie B. Duran, RTSBA, CPA on April 30, 2014

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

Best Practices in Preparing ACA 1095 Forms

IRS Form 1095 reports certain information about individuals who enroll in a qualified health plan through the Health Insurance Marketplace. This recorded webinar reviews best practices in preparing them. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on January 5, 2017

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

Bond Accounting

This recorded webinar provides an overview of the implementation of the bond package including processes, cash flow, transparency, budgeting, and bidding. Viewers will also gain a better understanding of the tax rate, required postings, account codes by project, and other useful best practices. CE 1/CPE 1

Randy McDowell, RTSBA on July 13, 2016

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

Bond Budgeting Basics

"Originally presented in Sugar Land, TX, Jill Ludwig and Yvonne L. Dawson begin this presentation by recapping what was approved and promised to voters in the latest bond election. They will then proceed to cover planning the bond project schedule; bond sale timing and process; cash flow planning; setting up and monitoring the budget(s); and reporting to stakeholders. CE 1/CPE 1.

Jill Ludwig, RTSBA, CPA and Yvonne L. Dawson, RTSBA

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

Campus Secretary Boot Camp

We all know the importance of Campus Secretaries to district operations. The role is often one filled with complex tasks. This online workshop addresses many of the business-related tasks of a campus secretary including activity funds, cash management, purchasing, and communicating with staff, students, parents, and others. Topics include: budget monitoring and amendments, account codes, requisitions and purchase orders, cash management, activity accounts, petty cash, records management, and communication. Originally presented in San Antonio, TX. CE 4/CPE 4.5

Julie P. Novak, RTSBA on September 12, 2017

Regular price: $255.00
Discounted member price $205.00
CE Hours: 4.00

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 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 CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 16, 2020

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 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 Management Procedures for Your Federal Procedures

This webinar will focus on the need for written Contract Procedures with federal, state and local funds. Determining who is authorized to sign a contract, who will review and approve contracts and who will monitor contracts are important decisions. The EDGAR regulations, specifically §200.459, allow 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. A Contract Review Checklist, and other sample forms and procedures which will be shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 23, 2014

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

COVID-19 and School District Operations

This recorded webinar discusses the financial reimbursement process and costs associated with COVID-19 and the impact it has on your district. CE 1/CPE 1

Karen Smith, RTSBA, CPA, CIA

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

COVID-19 and School District Purchasing

This recorded webinar covers the impact of government orders and declarations on purchasing and vendor activities and how to conduct these activities in compliance with social distancing orders. CE 1/CPE 1

Michelle Morris, Partner, Roger, Morris, and Grover LLP

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

Cutting Budgets Due To Lost Funding

This live recording explores ways to evaluate your budget in order to reduce costs. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

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

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

Daily Attendance Reconciliation 101

Are the campuses reconciling their daily attendance data? Are you getting the maximum possible funding? In this live recording you'll discover how one fast growing school district aids and instructs the campuses on daily attendance reconciliation. You'll also learn how the day-to-day life of an attendance clerk significantly impacts how much funding is received. Originally recorded at the 2018 Annual Conference. CE 1/CPE 1

Becky Domingue, CTSBO on February 28, 2018

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

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)
CE 3/CPE 3.5

Rebecca R. Estrada, RTSBA

Regular price: $200.00
Discounted member price $150.00
CE Hours: 3.00

Developing a State & Federal Grants Manual for Charters

This recorded webinar covers a customized federal procedures manual for your Charter and includes a template with EDGAR requirements. CEU Hours 1/CPE Hours 1

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

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

Developing and Implementing Staff Allocations

This recorded webinar includes strategies that can be used to develop and implement staff allocations, including a discussion of staffing formulas, estimating salary costs, and other best practices to maximize the district's Human Capital. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 6, 2016

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

Do's and Don'ts of Depository RFPs

Banking services are a key part of your financial program and a costly service to the District. It is important to review the do's and don't in the preparation of bids as well as the ongoing relationship with your depository. This recorded session looks at some key points in bidding for your services as well as how to structure the accounts to your benefit. We will also look at why banks are not as interested in public funds any longer and how you can still get the best relationship - and even increase your earnings in the process!

CE 1/CPE 1/ 1 hour Investment Training (PFIA)

Linda Patterson, Patterson & Associates on Feb. 25, 2020

Regular price: $85.00
Discounted member price $35.00
CE Hours: 1.00

E-Rate Survival Training

This recorded webinar provides a high-level overview of the E-Rate process and how to succeed in maximizing resources for FY 2018. CE 1/CPE 1

Ginnie Harwood on November 7, 2017

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

EDGAR and Texas School District Procurement

Developed through a collaboration of school purchasing and finance leaders, this online workshop guides participants through procurement standards outlined in the 2 CFR Sections. Topics include conflict of interest, contracted services, certification of bids, micro-purchases, co-ops, sole source, cost analysis, and more. This workshop is geared towards purchasing staff, grant accountants, and grant administrators involved in facilitating federal fund purchases. CE 5/CPE 5.5

Various school purchasing and finance leaders

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

F5 - Accurately Projecting Salary Expenses using 5Cast Plus

Projecting salary expenses in the budgeted year can be difficult. Whether a fast growth district or a district with declining enrollment, the benefit of accurate projections can drive critical spending decisions in your district. Learn how Michele Trongaard from Wylie ISD projects her salary expenses to drive in-year adjustments and multi-year plans. CE 1/CPE 1

Michele Trongaard, RTSBA, CPA and Chris Ryan on January 25, 2019

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

F5 - 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

FERPA, HIPPA, Huh? - Managing Campus Records for Compliance

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation navigates through some of the murky records management loose ends that occur and need to be closed on campuses. This means records that campuses manage and process that could have you in violation of HIPPA and/or FERPA, such as office sign-in sheets, nurse's logs, and more. CE 1/CPE 1

Brenda Richmond, RTSBA on September 20, 2018

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

FICA Alternative Plans

This recorded webinar explains FICA Alternative Plans, also known as 3121 Plans and Social Security Opt Out Plans, including the legal background of these plans, types of plans available, pros and cons of plans, financial advantages for employees and employers, and potential liabilities associated with plans. CE 1/CPE 1

Mike Cochran on June 15, 2017

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

Filing 1099s in 2020

Your district may be required to provide a 1099 form to vendors that have provided services during the calendar year. This recorded webinar will address how to identify eligible vendors, reportable payments, and the importance of the W9 form. Attend this webinar to learn about best practices in preparing 1099 Forms which may assist the district in avoiding some of the common errors and penalties. CE 1/CPE 1

Presented by: Derick Sibley, RTSBA & Rebecca Estrada, RTSBA on 1/9/2020

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

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

Every district must perform finance end-of-month and end-of-year processes to ensure that all financial transactions are properly recorded, reviewed, and reported on periodic and annual financial statements. 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. CE 1/CPE 1

Rebecca Estrada, RTSBA on Feb. 6, 2020

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

Financial Review of DIPs and CIPs

The District Improvement Plan and Campus Improvement Plans are critical in supporting the district budget. This recorded webinar focuses on the State Compensatory Education requirements related to the goals, strategies, activities and associated expenditures to support the at-risk students of the district. CE 1/CPE 1

Carla A. Merka, RTSBA on March 21, 2017

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

FLSA Timekeeping Requirements for New Regs (EDGAR, ACA, TRS)

Are you tracking all the hours your district employees worked? This recorded webinar discusses the various federal and state regulations that have a timekeeping component to them and what you can do to make certain your district is keeping the proper records. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on May 18, 2016

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

General Fund Revenue Sources

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

Johnny Hill, RTSBA

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

How PEIMS Affects Budgeting in 2020

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

Deborah Ottmers, RTSBA, CPA on Jan. 28, 2020

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

Identifying Taxable Fringe Benefits 2020

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 Feb 20, 2020

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

Impact of the New TSLAC Records Retention Rules

Originally presented in Houston, TX, this presentation discusses the changes to the School District Records Retention Schedule that you must know! Learn about the changes and requirements that your district will be required to implement. These changes go into effect in 2019 and this session will review which record series are new and which of your existing records are impacted by these new requirements. CE 1/CPE 1.

Bonnie Zuberon May 1,2019

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

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/ 2 hours Investment Training (PFIA)



Regular price: $120.00
Discounted member price $70.00
CE Hours: 2.00

Legal Session

Originally presented in Sugar Land, TX, in this recording Micki Morris gives guidance on legal spending, bidding, etc. for the business side of bonds and construction. CE 1/CPE 1.

Micki Morris, Partner Rogers, Morris & Grover LLP

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

Maintenance of Effort (MOE)

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

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

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

Managing Stipend and Extra Duty Pay

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

Rebecca R. Estrada, RTSBA on May 7, 2020

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

MGT317 Online: Financial Essentials

Finance is the universal language of companies. Financial information communicates the goals, objectives, and results. Mangers must understand the language of finance. This course is designed to provide an understanding of school financial numbers so that informed decisions can be made. Best practices will be examined and various ideas and processes will be discussed.
CE 6/CPE 7



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

Monitoring Your Budget for Charter Schools

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

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

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

New Conflict of Interest Rules

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

Sarah Langlois on April 13, 2016

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

New to School Business

This live recording provides best practices and resources regarding current challenges and opportunities in accounting, purchasing, personnel, and PEIMS. Originally recorded at the 2019 Annual Conference. CE 1/CPE 1

Jonathan Bey, Becky Estrada, and Pattie Griffin

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

PAY201 Online: Federal Payroll Taxes

Students will become familiar with employers’ federal payroll tax reporting requirements, including what constitutes wages, how wages are reported, what amounts are withheld for tax purposes, and how withheld amounts are submitted and reported to the federal government. Major components of required forms for reporting to employees, independent contractors, the Internal Revenue Service, and the Social Security Administration (SSA) will also be reviewed.
CE 6/CPE 7



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

PEI108 Online: Transcripts to PEIMS and Beyond

The intent of this course is to focus on the transcript (Academic Achievement Record) and to link the information from the transcript to PEIMS data and beyond such as Accountability. This course does not cover all elements of all PEIMS records/interchanges, nor does it provide guidance on how to choose local courses for graduation plans (scheduling). Lastly, it’s intent is not to focus on how accountability calculations are derived using district data submitted, but rather what data that’s sent will be used. This course does not cover all elements of all PEIMS records/interchanges, nor does it provide guidance on how to choose local courses for graduation plans (scheduling). Lastly, it’s intent is not to focus on how accountability calculations are derived using district data submitted, but rather what data that’s sent will be used.
CE 6/CPE 7



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

PEI204 Online: Focus on Finance

PEIMS is the Public Education Information Management System that is used to accumulate data for both student and finance. This course reviews the history of PEIMS and investigates the data that goes into and comes out of the Texas Student Data System (TSDS). Best practices will also be presented and various ideas and processes will be discussed. CE 6/CPE 7



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

PEI206 Online: TSDS PEIMS & the Master Scheduling Connection

This course will provide attendees knowledge regarding the master schedule impact on funding and accountability. The focus of this course is not how to build a master schedule or how to use a student information system. Rather, this course focuses on essential elements to consider when determining courses to offer, PEIMS coding, and minimum requirements to ensure maximum funding and state compliance.
CE 6/CPE 7



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

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

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