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This webinar reviews best practices for a variety of aspects of activity funds and shares resources that are helpful in this task.
Activity Funds Series - Best PracticesPresenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: March 8, 2022CEU/CPE: 1
Activity funds must be reviewed continuously throughout the year. In a small or mid-sized ISD, where there is no Internal Audit Department, the funds must still be reviewed by someone. This webinar will cover best practices for continuously auditing the funds.
Presenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: March 10, 2022
CEU/CPE: 1
This webinar reviews best practices for school fundraising activities through activity funds in a school district.
Activity Funds Series - Fundraiser Do's and Don'tsPresenters: Deborah Ottmers, RTSBA, CFO Ector County ISD
Original Presentation Date: February 22, 2022CEU/CPE: 1
Investment rates have risen dramatically in the past 18-24 months, and arbitrage rebate and yield reduction payments are now starting to accrue. For School District’s that have issued or plan to issue tax-exempt bonds, this session will help navigate the complexities of arbitrage rebate compliance by covering basic topics and best practices to remain compliant with the arbitrage rebate rules.
Arbitrage Rebate is Back – A Guide to Arbitrage ComplianceOriginal Presentation: February 29th, 2024Presenter: Matt Collins, Vice President at Arbitrage Compliance Specialists, Inc.CEU/CPE: 1Target Audience: Accounting and Finance, Purchasing, Internal Audit, Finance and AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to regRegular price: $60.00Discounted member price $0.00CE Hours: 1.00
Should your district consider changing the fiscal year-end from 8/31 to 6/30? Maybe, or maybe not. Be knowledgeable and prepared to answer the question when it arises. This webinar will review the pros and cons of potentially changing your district's fiscal year date.
Presenter: Deborah Ottmers, CPA, RTSBA, CFO, Ector County ISD
Original Presentation Date: March 24, 2022
Attend this webinar to obtain tips and areas to review when conducting a construction audit.
Auditing and Closeouts Original
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 DistrictsOriginal Presentation Date: January 11, 2023Presenter: Dava WatsonCEU/CPE: 1Target Audience: Accounting, Finance, Internal Audit, TechnologyAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
This webinar is a review of the Board policies that are common to payroll and human resources functions. The discussion focuses on the importance and impact of policies in daily operations.
A Review of Board Policies Common to Payroll & PersonnelOriginal Presentation Date: May 23, 2023Presenters: Pattie Griffin, RTSBA, Life Member, TASBO | Tonya Davis, RTSBA, Director Certification, TASBOCEU/CPE: 1.0Target Audience: Finance, Accounting, Auditing, Personnel, Payroll, ManagementAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Our online Business Manager Trivia Challenge will test your knowledge of terms and/or acronyms involved in business and finance. Round 1 is the School Business Acronyms challenge. Round 2 is to challenge you in the area of Fundamentals for Finance and Business Managers. This interactive session will take you through terms and/or acronyms related to many aspects of school business.
Business Manager Trivia ChallengePresenter: Online Trivia ChallengeCEU/CPE: 1Target Audience: Accounting, Auditing, Finance, Management, LeadershipAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Has YOUR district experienced a TRS Audit….yet? If not, it is essential to know what records the TRS will request, how TRS selects LEAs for audit and what to expect before, during and after the audit process. A review of common TRS audit findings will be identified as well as strategies to avoid the errors in your LEA. Eligibility for TRS is one of the most critical audit areas. As a result, this webinar is ideal for both HR and payroll staff as both are involved directly or indirectly in the employment process to include determination of TRS eligibility, assignment of TRS position code, identification of TRS eligible compensation, payment of employer and employee contributions, and monthly reporting of 100% of the payroll disbursements.
Common TRS Audit Findings & How to Avoid ThemOriginal Presentation Date: May 18, 2023Presenters: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBO | Tonya DavRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
Many districts opted to use the new ESSER federal grant funds to address construction needs such as HVAC improvements. Experienced grant and finance managers are well aware that using federal grant funds for construction was generally not an allowable expense. With this new flexibility, it is important to understand the many compliance requirements if YOUR district is using (or will be using) ESSER funds for construction projects. This webinar will address the pre-approval process, procurement options, Davis Bacon requirements and the recording of the expenditures in the appropriate account code(s).
Compliance Requirements: Construction with ESSER FundsOriginal Presentation Date: April 11, 2023Presenter: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBOCEU/CPE: 1Target Audience: Maintenance, Operations, Finance, Internal Audit, Grants, PurchasingRegular price: $135.00Discounted member price $85.00CE Hours: 1.00Purchase
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:
Original Presentation: August 3Regular price: $0.00Discounted member price $0.00CE Hours: 1.00
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:
Comprehensive School Safety Review Part 2Original Presentation: August 10, 2022Presenters: Paul Batchelder, Director Life Safety & Emergency Preparedness, New Caney ISD; Mike Brooks, Chief Operations Officer, Salado ISDCEU/CPE: 1TRegular price: $0.00Discounted member price $0.00CE Hours: 1.00Purchase
Discover the optimal PUR methods for construction tailored to your district's specific needs in this informative webinar. Explore the pros and cons of different approaches to make informed decisions and enhance construction efficiency and durability.
PUR Construction Methods- Which is best for your district?Original Presentation: October 26th, 2023Presenter: Mike Brooks, RTSBA, Chief Operations Officer, Salado ISDCEU/CPE: 1Target Audience: Maintenance, Operations, Finance, Internal Audit, Grants, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
Does your district have a CTE program that encourages and supports CTE Student Businesses? If so, join us for an informative webinar regarding strategies to track the revenues and costs associated with CTE Student Businesses such as auto repair, floral design, cosmetology, etc.
CTE Student Businesses - Tracking Revenues and CostsOriginal Presentation Date: April 4, 2023Presenters: Mark Bosher, Director of Technical Assistance & Training, CTAT; Rebecca Estrada, RTSBA, Education Associate, TASBOCEU/CPE: 1Target Audience: Accounting, Finance, Budget, Internal Audit, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
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 PersonnelOriginal Presentation: November 7th, 2023Presenter: Mary Barrett, Associate Executive Director, TASB, Risk Management FundCEU/CPE: 1Target Audience: Safety, Security, Risk Management, Purchasing, Finance, Accounting, Internal Auditing, ManagementAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No Regular price: $60.00Discounted member price $0.00CE Hours: 1.00
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, 2023Presenters: Michele Trongaard & Travis ZanderCEU/CPE: 1Target Audience: Technology, Finance, Accounting, Instructional Leadership, Campus Leadership, Management, Internal Audit, Budget, PEIMSAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
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.
Original Presentation Date: April 5, 2022
Brenda Richmond, RTSBA, Director Instructional Technology, TASBO; Susan Gilbert, PEIMS Assistant Coordinator, Boerne ISD
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. Receive an overview of the state of educator finances and look at ways you can leverage your employee benefits program to provide financial wellness resources and support to help improve recruiting and retention of employees.
Employee Benefits and Creating a “Stay Strategy”- Part 1Original Presentation Date: April 12, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience: Finance, Regular price: $60.00Discounted member price $0.00CE Hours: 1.00
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. During this session, we’ll discuss ideas on how your district and employees can find savings through existing opportunities you can find in your district’s program.
Employee Benefits and Creating a “Stay Strategy”- Part 2Original Presentation Date: June 7, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience: Finance, Accounting, Personnel, Purchasing, Internal Audit, Regular price: $60.00Discounted member price $0.00CE Hours: 1.00
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. Over 40% of educators surveyed indicated they are “just getting by.” Your district can help them feel more financially secure. During this session, we’ll discuss product solutions that can address employee needs unique to the educational community.
Title: Employee Benefits Creating a "Stay Strategy"-Part 3Original Presentation Date: September 13th, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits & Jim Yale, Consultant for The Horace Mann CompaniesCEU/CPE: 1Target Audience:Regular price: $60.00Discounted member price $0.00CE Hours: 1.00Purchase
The recent Texas Teacher Vacancy Task Force report shared some key recommendations to improve recruitment and retention. But with multiple priorities and limited resources, how do you pursue them all? Some can be pursued efficiently by looking for opportunities in the design and delivery of your employee benefits program and partnering with providers. During this session, share how your district can provide education and assistance on topics important to educational employees. Plus we’ll discuss how partnering with the right provider(s) specializing in the unique needs of school districts and their employees can help you efficiently provide the tools and resources they need to feel financially secure.
Title: Employee Benefits Creating a "Stay Strategy"-Part 4Original Presentation Date: September 10, 2023Presenters: John Lawless, Regional Sales Manager, Group and Worksite Benefits &amRegular price: $60.00Discounted member price $0.00CE Hours: 1.00
Hear about the evolution of eProcurement and how it has grown in ways never previously imagined. Listen to Jonathan Bey and April Marzzacco talk about their experiences with eProcurement and discover more about what eProcurement is. Learn strategies to help you bring eProcurement to your district.
eProcurement EvolutionOriginal Presentation Date: April 2023Presenters: Jonathan Bey, RTSBA, RSBS Life Member | April Marzzacco, EquallevelCEU/CPE: 1Target Audience: Finance, Purchasing, Distribution, Textbooks, Internal AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to register.
Explore the future of education as we bid farewell to ESSER in 2024. Join our webinar to uncover the transformative changes in staffing formulas and discover strategies for ensuring educational success beyond ESSER's expiration. Gain insights, best practices, and expert perspectives on the evolving landscape of school staffing in this dynamic session.
ESSER's Ending in 2024: What's Next?Original Presentation: December 5th, 2023Presenter: Michele Trongaard, RTSBA, CPA, SFO- Associate Superintendent, Business & Finance at Mansfield ISD | Jonathan Pastusek, RTSBA- Chief Financial Officer at Northwest ISDCEU/CPE: 1Target Audience: Accounting, Finance, Purchasing, Distribution & Inventory, Internal AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO accoRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
Implementation strategies and solutions to create an effective commodity code tracking system
Exploring Commodity Codes in an Essential Webinar Overview
Original Presentation Date: May 17, 2022Cost: $85 Members / $135 Non-MembersCEU/CPE: 1
Target Audience: Finance, Accounting, Internal Auditing, PurchasingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Join us in this webinar as we delve into the updates and revisions made to the 23-24 SAAH (Student Attendance Accounting Handbook). We will provide a detailed exploration of the changes, their implications for schools and districts, and practical insights to ensure smooth implementation and compliance with the revised guidelines. Don't miss this opportunity to stay informed and prepared for the upcoming academic year.
Exploring the 23-24 SAAH Handbook ChangesOriginal Presentation: October 31st, 2023Presenter: Chris Tawater CTSBS- Director of PEIMS & Data Quality & Kimberly Domke RTSBA- PEIMS Manager Arlington ISD CEU/CPE: 1Target Audience: Accounting and Finance, Finance and Auditing, PEIMS, Internal AuditAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisitesRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
As part of the TEA Fireside Chat Series, this session we will talk with Joe Herrera. The focus will be on student attendance accounting FAQ's and will include information on the new changes for this year.
Presenters: Joe Herrera, Texas Education AgencyBrenda Richmond, RTSBA, Director Instructional Technology TASBO
Original Presentation Date: January 20, 2022
As part of the TEA Fireside Chat Series, this session we will talk with Justin Jons and Joe Herrera. Some of the topic areas covered will be student sign-ins, tardy passes, attendance notes, visitor management software use, absence slips, and more.
Fireside Chat Series w/TEA - Attendance Accounting Auditing
Presenters: Joe Herrera, Finance Compliance, Texas Education Agency Justin Jons, Finance Compliance, Texas Education Agency Brenda Richmond, RTSBA, Director Instructional Technology TASBO
Original Presentation Date: February 10, 2022
As part of the TEA Fireside Chat Series, this session we will talk with Amy Copeland and David Marx. Some of the topic areas covered will be how funding is impacted if instructional minutes are short, why waivers are important to file, what's the state average daily allowance (ADA) for a student and more.
Presenters: Brenda Richmond, RTSBA, TASBOAmy Copeland, Director of State Funding, Texas Education AgencyDavid Marx, Director Financial Compliance, Texas Education Agency
Original Presentation Date: March 22, 2022
School districts and charter schools are required to track all fixed assets and to record the assets in the general ledger. Documentation, such as purchase documents, granting agency pre-approval, and funding source(s) is essential when purchasing assets with federal grant funds such as ESSER. This webinar will address the different types of fixed assets and how to properly record each type of asset. In addition, other topics such as capitalization, valuation, and depreciation will be discussed.Fixed Assets Management: Accounting for Fixed AssetsPresenter: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBOOriginal Presentation: October 24, 2022CEU/CPE: 1Target Audience: Purchasing, Accounting, Finance, Audit, Information TechnologyAbout TASBO Recorded Training: Presentation materials will be located in your online learning via your TRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
School districts and charter schools are required to track all fixed assets and to record the assets in the general ledger. Has your district developed written procedures to define and track fixed assets? Has YOUR district purchased assets with ESSER grant funds? This webinar will address topics that are critical in tracking fixed assets such as receiving, tagging, transferring, disposing, and physically counting fixed assets. Best practices in tracking fixed assets will also be discussed.Fixed Assets Management: Tracking Fixed AssetsPresenter: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBOOriginal Presentation: October 6, 2022CEU/CPE: 1Target Audience: Purchasing, Accounting, Finance, Audit, Information TechnologyAbout TASBO Recorded Training: Presentation materials will be located in your online learning via your TASBO account.Regular price: $135.00Discounted member price $85.00CE Hours: 0.00
Is your district tracking all of the work hours for non-exempt employees that are subject to the FLSA? This webinar will discuss issues various federal and state regulations that have a timekeeping component. Best practices to ensure compliance with EDGAR, ACA and TRS reporting will be shared with attendees.
Presenter: Rebecca Estrada, RTSBA, Education Associate TASBO
Original Presentation Date: February 8, 2022
PEIMS in the budge department? You bet! The Public Information Management System affects all aspects of a school district, including all areas of finance. This webinar reviews how one affects the other and some best practices for budgeting, utilizing PEIMS data and monitoring for the actual data.
Original Presentation Date: April 14, 2022Cost: $85 Members / $135 Non-MembersCEU/CPE: 1
Target Audience: Accounting, Finance, Management, Internal Audit, Payroll, PEIMS, Information TechnologyAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites required to register.
Explore the legal requirement in the Public Funds Investment Act (PFIA) for a periodic report, and the elements required by law to be included in the report. Review best practices in reporting the required information, the timing of the report presentation, and what to do if there are no existing investments or minimal investments to report. The benefits of utilizing graphics to assist reviewers in interpreting and understanding data will also be discussed. This training provides two continuing education credits for those already certified through TASBO, CPA, school board members, charter school administrators, TESA STEM participants, and certified educators.Investment Quarterly Reports to the BoardPresenter: David Webb, RTSBA, CPAOriginal Presentation: November 17, 2022CEU/CPE: 2Target Audience: Accounting, Finance, Internal Audit, Budget, Investment OfficerRegular price: $135.00Discounted member price $85.00CE Hours: 2.00
Who knew that PEIMS mean Practically Everything In My School?Do you feel overwhelmed and like you are carrying a heavyburden? Tips and tricks for organizing, leading, and masteringthe PEIMS role will be shared. You can be a Jack of All Tradesand a Master of None in PEIMS!Tuesday, January 31, 2023Presenters:Kimberly Domke, RTSBA PEIMS Manager Arlington ISD & Karen Holyfield, CTSBS, Director of PEIMS, Gilmer ISD
kdomke@aisd.netholyfieldk@gilmerisd.org
Knowledge is Power: Jack of All TradesCost: $85 Members / $135 Non-MembersCEU/CPE: 1.0
Target Audience:PEIMS, Finance, Accounting, Internal Audit, Technology Staff Associated with PEIMS, Personnel, PayrollAbout TASBO Webinars: Handouts will be distributed via email a day prior to the event. No prerequisites required to register.
Explore the key strategies for harnessing the full potential of your 6-week reports to secure optimal state funding. Join our informative webinar to gain valuable insights and practical tips, enabling you to make well-informed decisions, allocate resources effectively, and pave the way for successful initiatives. Don't miss this opportunity to take control of your funding.
Leveraging Your 6-Week Reports for Maximum State FundingOriginal Presentation: February 8th, 2024Presenter: Karen Holyfield, CTSBS & Director of PEIMS- Gilmer ISDCEU/CPE: 1Target Audience: PEIMS, Accounting and Finance, Finance and Auditing, Payroll and Personnel, Internal AuditingAbout TASBO Recorded Webinars: Presentation materials will be located in your online learning via your TASBO account. No prerequisites are required to registRegular price: $135.00Discounted member price $85.00CE Hours: 1.00
There are so many opportunities to explore in school finance and operations! Where do you see yourself in three, five, or even ten years? Learn how to map your professional journey through this series of webinars designed to ensure that you present your best self when applying for that next opportunity. Receive tips on developing or updating your resume and submit a resume that stands out from the rest. Understand the importance of establishing your professional presence by conveying excellence, building your network, establishing your professional social media connections, and developing strong business relationships. Review the hiring process, discuss preparing for the interview, and examine answers to common interview questions that will convince the hiring manager that you are the best candidate for the job. Finally, in the last webinar of the series, a panel of hiring experts will share the top characteristics they seek in a candidate.
MapRegular price: $60.00Discounted member price $0.00CE Hours: 1.00Purchase
Mapping Your Professional Regular price: $60.00Discounted member price $0.00CE Hours: 1.00Purchase
Originally presented in Houston, TX, this recording compares the features of Google and Microsoft products side by side. Learn how these tools can assist in the IA process and the many sharing capabilities of each platform. CE 1/CPE 1.
Office 365 vs. Google for IA
In fiscal year 2022, GASB 87 Leases will be implemented for tangible items. In this session, we will discuss the accounting and financial reporting implications as well as the documentation needed to implement this new standard.
Presenters: Celina Cereceres, Whitley PennLupe Garcia, Whitley Penn
Original Presentation Date: January 31, 2022
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