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Management

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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

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

Best Practices for Operations Department

This live recording reviews the methods to build a successful system, maintaining professionalism and still being personal, and hiring and retaining good people. Originally recorded at the 219 Annual Conference. CE 1/CPE 1

Marshall Schroeder, RTSBA

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

Establishing a System to Handle Public Information Request

Originally presented in Houston, TX, this recording will provide practical advice and best practices for day-to-day handling of public information requests. CE 1/CPE 1.

Amber King

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

FMLA Basics for Supervisors

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

Rebecca R. Estrada, RTSBA on October 23, 2013

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

How to Survive a FEMA Audit

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

Charles Mikeska, RTSBA on September 13, 2017

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

Internal Controls: Doing More with Less

We all know that internal controls are important, but how can we make it work with a limited budget? For small districts with limited staff, how can internal controls be incorporated without stressing out employees with too many ""other duties as assigned?"" This recorded webinar explores a variety of ways to build internal controls into your system without breaking your budget or making too many demands on staff time. CE 1/CPE 1

Julie P. Novak, RTSBA on April 7, 2020

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

MAO103 Online: Custodial Staffing & Organization

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



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

MGT301 Online: Functions & Duties of School Business Adminis

This course is required for the RTSBA certification. Learning objectives for this course include: school business official competency studies; components and competencies for school business and support services in Texas; the organization of non-instructional services; general goals and strategies for the non-instructional area; long-range planning; financial management problems in Texas; financial management tools; ethics; and future trends in school business management. CE 6/CPE 7

Julie Novak, RTSBA

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

MGT303 Online: Approaches to Leadership and Management

TASBO developed this online course by combining content from our partner, Vado, with recordings from member leader presentations. In this course you will experience two award-winning eLearning titles from Vado: Management Essentials & Leadership Essentials, as well as a presentation on Leading Through Change by Jeremy Trimble of Eanes ISD. CE 6/CPE 7



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

MGT306 Online: Board Policies & Administrative Procedures

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



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

MGT307 Online: Business Ethics

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



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

MGT308 Online: Effective Communications (DISC Style C)

TASBO has 4 versions of this course available.
This is for DISC Style C: Cautious

Please take the free DISC personality assessment found HERE before you register. Once you know your letter, be sure to register for the title that corresponds with your dominant letter style. If you have a combination of letters, choose the letter listed as the stronger of the two.

This course combines content from our partner, Vado, with recordings from member leader presentations. Vado titles in this course are DISC Communication, Communication Skills for Managers, Communicating with Others and Email and Text Etiquette. Member leader presentations included are Delivering Effective Presentations, and Emotionally Intelligent Communication.

CE 6/CPE 7





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

MGT308 Online: Effective Communications (DISC Style D)

TASBO has 4 versions of this course available.
This is for the DISC Style D: Dominant

Please take the free DISC personality assessment found HERE before you register. Once you know your letter, be sure to register for the title that corresponds with your dominant letter style. If you have a combination of letters, choose the letter listed as the stronger of the two.

This course combines content from our partner, Vado, with recordings from member leader presentations. Vado titles in this course are DISC Communication, Communication Skills for Managers, Communicating with Others and Email and Text Etiquette. Member leader presentations included are Delivering Effective Presentations, and Emotionally Intelligent Communication.

CE 6/CPE 7





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

MGT308 Online: Effective Communications (DISC Style S)

TASBO has 4 versions of this course available.
This is for the DISC Style S: Supportive

Please take the free DISC personality assessment found HERE before you register. Once you know your letter, be sure to register for the title that corresponds with your dominant letter style. If you have a combination of letters, choose the letter listed as the stronger of the two.

This course combines content from our partner, Vado, with recordings from member leader presentations. Vado titles in this course are DISC Communication, Communication Skills for Managers, Communicating with Others and Email and Text Etiquette. Member leader presentations included are Delivering Effective Presentations, and Emotionally Intelligent Communication.

CE 6/CPE 7





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

MGT308 Online: Effective Communicatons (DISC Style I)

TASBO has 4 versions of this course available.
This is for the DISC Style I: Inspiring

Please take the free DISC personality assessment found HERE before you register. Once you know your letter, be sure to register for the title that corresponds with your dominant letter style. If you have a combination of letters, choose the letter listed as the stronger of the two.

This course combines content from our partner, Vado, with recordings from member leader presentations. Vado titles in this course are DISC Communication, Communication Skills for Managers, Communicating with Others and Email and Text Etiquette. Member leader presentations included are Delivering Effective Presentations, and Emotionally Intelligent Communication.

CE 6/CPE 7





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

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

Navigating the Family Educational Rights and Privacy Act

Originally presented in Houston, TX, this recording will provide an in depth look at FERPA's requirements, applying them to common and not so common situations. CE 2/CPE 2.

Debbie Esterak

Regular price: $125.00
Discounted member price $75.00
CE Hours: 2.00

Overview of Multi-Hazard Emergency Operations Requirements

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

Denise M. Chuick, M.Ed., CTSBS, CSRM on November 14, 2017

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

PEIMS Data Quality

Verifying staff FTE data and making connections between staff demographic, payroll, and responsibility data is essential! A disconnect may exist in matching the staff data with the campus master schedule. This recorded webinar includes strategies, tools, and templates helpful in verifying staff FTE data reported to TEA through the Fall PEIMS Submission. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on October 15, 2014

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

PER/PAY306 Online: Compensation Management

This course will cover various aspects of compensation management used in Texas public or charter school districts. It will cover the essential elements related to legal issues, pay methods, budgeting, benefits, and economic trends that impact employee compensation. CE 6/CPE 7



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

Personnel Records Management

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

Pattie Griffin, RTSBA on November 17, 2015

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

Practical Records Management from the District Perspective

Originally presented in Houston, TX, in this recording will provide a brief overview of everything necessary to establish and maintain a Records Management Program in your district. CE 1/CPE 1.

Daniel W. Gibbens

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

Preventing and Detecting Payroll Fraud

Payroll makes up at least 75% of a district's budget. Most of the controls and time should be geared toward preventing and detecting fraud. Originally recorded in Allen, TX, at the Payroll and Personnel Academy, this recorded presentation discusses several examples of fraudulent payroll-related activities and provides tools for preventing and detecting such shenanigans. CE 1/CPE 1

Christopher Breaux on October 16, 2018

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

Property Management for Your Federal Procedures Manual

The EDGAR regulations, specifically §200.310, implements several property standards related to insurance coverage, real property, equipment and supplies. The regulations require procedures related to the acquisition, maintenance and disposal of assets purchased with federal grant funds. The webinar will provide guidance related to the development and implementation of written Fixed Asset Procedures. Sample forms and guidelines will be shared with attendees. CE 1/CPE 1

Rebecca Estrada, RTSBA on Apr. 23, 2020

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

School Office Fundamentals

The role of school office personnel is often filled with complex tasks, high stress and little time. This one-day workshop addresses many of the business-related responsibilities unique to campus-level accounting. Although designed for campus support staff and bookkeepers, this training is relevant for district office employees who need a greater understanding of best practices and essential school accounting principles. Topics include account codes, activity funds, budget monitoring and amendment, cash management and petty cash, purchasing, records management and retention, and customer service.
CE 6/CPE 7

Julie Novak, RTSBA, Chief Financial Officer, Fort Sam Houston ISD

Regular price: $265.00
Discounted member price $215.00
CE Hours: 6.00

Selling/Refunding Bonds • A to Z

Originally presented in Sugar Land, TX, this recording will provide a checklist that maps out the process of the first issuance of a bond program or the cost savings for the bond refunding. CE 1/CPE 1.

Karen Wilson

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

State Compensatory Education

Program and allowable expenditures compliance with SCE guidelines is critical! Understanding the SCE Program begins with the purpose of the program and the allowable expenditures. Most school districts receive a large allotment of SCE funds. Failing to document the expenditures in DIPs and CIPs could result in loss of the funds. This recorded webinar serves as a great segue to the PEIMS Data Quality webinar. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on October 1, 2014

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

Strategies for Reducing Unemployment Claims

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

Rebecca R. Estrada, RTSBA on December 11, 2014

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

Teacher Service Records

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

Joseph Mezher on May 30, 2019

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

Transparency in Bond Projects

Originally presented in Sugar Land, TX, this recording discusses ways to communicate to your Public and Board Programs after passing ad how to keep your stakeholders on your side during the construction process. CE 1/CPE 1.

Paul McLarty, RTSBA

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

Where Do You Start?

Originally presented in Sugar Land, TX, this recording reviews what your district has and assess what the district needs to prepare your stakeholders for calling the bond election. CE 1/CPE 1.

Tracy Richter

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

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