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Internal Audit

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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: $235.00
Discounted member price $185.00
CE Hours: 6.00

Are You Lying to Me?

Originally presented in Houston, TX, this recording will give you the insight and tools to identify when the answers you are receiving may not be the whole story or include only the positive of what they want you to hear. We will discuss the tips and tricks for reading body language, how to use this skill, and where it should be deployed to ensure your audits include all the information you need to make accurate and effective recommendations.. CE 1/CPE 1.

Katherine McMillen

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

AUD202 - External Auditing

This course covers all aspects of conducting an external audit. Attendees will gain an understanding of the audit process from beginning to end, including hiring an outside auditor, planning and preparing for the audit, the types of audit opinions that may be issued, the Board’s responsibility during an audit, and information on current and new accounting standards. No Prerequisite.
CEU/CPE: 6/6



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

AUD211 Online: Fraud Detection and Investigation

This course will prepare you to detect and investigate fraud at your school district. The course will examine effective strategies to prevent, deter, and detect fraud. In addition, this course will discuss common school district fraud schemes. Finally, this course will focus on the main fraud investigation components of collecting evidence, conducting fraud interviews, and report writing.
CE 6/CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

AUD212 Online: Auditing Without an Auditor

This course will cover the auditor role and how the function can be implemented with staff currently in place. The course will explore internal controls, self-audits, and other strategies that will allow for the mitigating of organizational risks. The course will also cover when to get the external auditor involved and steps for finding and hiring a qualified Internal Auditor.
CE 6/CPE 7



Regular price: $235.00
Discounted member price $185.00
CE Hours: 6.00

Auditing and Closeouts

Originally presented in Sugar Land, TX, Stephanie Duran provides tips and areas to review when conducting a construction audit. CE 1/CPE 1.

Stephanie Duran, RTSBA

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

Budget Fundamentals

Participation in this online Budget Fundamentals Workshop is critical for those that need the foundational knowledge to work in the State Aid Template. This workshop will ensure you know the terms, due dates, components and constraints involved in building your budget.

Budget Basics I: Kicks things off with budget terminology, time-lines and other key things to know including: identifying local, state, and federal sources; mandatory spending requirement
Budget Basics II: Compensation, Salaries and Benefits: The follow up will walk you through the development and maintenance of compensation plans including professional and support salaries, stipends and extra duty pay, incentive programs and employee benefit plans.
Budget Basics III: Budget Compliance and Monitoring: Walk through a budget compliance checklist and focus on legal requirements of adoption, notices, hearings, including the timelines.
CE 4 /CPE 4.5

Becky Estrada, RTSBA, Jeffri Orosco, RTSBA, Jennifer Land, RTSBA, Julie Novak, RTSBA, Karen Smith, RTSBA, CPA, CIA, & Yvonne Johnson, RTSBA, on November 19, 2020

Regular price: $275.00
Discounted member price $225.00
CE Hours: 4.00

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

How to Survive a FEMA Audit

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

Charles Mikeska, RTSBA on September 13, 2017

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

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

Managing School Activity Funds to Mitigate Fraud

Each year, school districts across North America lose school activity funds revenue because of fraud. The financial pressures that some individuals now face because of the pandemic only increases the concerns surrounding misappropriation of funds. Districts need controls in place to mitigate the various types of fraud • such as skimming and embezzlement • and ensure financial integrity.? This session will explore the steps districts should take to fraud-proof their schools, including the procedures and systems that should be in place, staff responsibilities and a fraud prevention checklist. It will also include an in-depth look at the journey that Klein Independent School District embarked upon in adopting an integrated solution that’s allowed them to safeguard close to $50 million in funds from fraud.
CE 1/CPE 1

The Kev Group on Jan. 22, 2021

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

Office 365 vs. Google for IA

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.

Jennifer Dixon and Monique Luis

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

Safeguarding Social Media Use

Originally presented in Houston, TX, this recorded event discusses social media as a powerful tool for sharing information and collaborating with key stakeholders. See how the rise of Social Media has forced organizations to improve their external communication methods in both speed and context. Explore how Social Medial tools are being employed within organizations and review the policies and procedures, governance, security controls, and best practices used to secure today’s social media platforms. . CE 1/CPE 1.

Tod Maxwell

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

The 411 on Activity Funds - 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 recorded webinar will cover best practices for continuously auditing the funds. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on April 20, 2017

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

Vendor and Payment Fraud

Originally presented in Houston, TX, this recording discusses the latest schemes geared towards your vendor disbursement process and the controls that can be implemented to protect your district from such schemes. CE 1/CPE 1.

Eric Lister

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

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