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Management

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ACA Update and Reporting Requirements

This recorded webinar provides an update to the Affordable Care Act regulations. In addition, the panel presents some of the upcoming challenges related to the data collection and reporting. The data collection requirements began January 1, 2015 -- is your district collecting the appropriate data? Resources and best practices for small, mid-size and large district reporting are shared by the presenters. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on June 3, 2015

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

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

Budget Boot Camp 2018

This online workshop is specifically designed for first-year business officials who are responsible for developing the district budget and for calculating state funding and other revenue. It covers budget terminology; data collection for the State Aid Template; cash management: estimating the cash and state aid revenue; the impact of tax collections and property values on Sate Aid; budget assumptions-pupil projections; tax collections, and more. Originally recorded in Allen and Austin, TX. CE 5/CPE 5.5

Karen Smith and Derick Sibley on January 24, 2018

Regular price: $265.00
Discounted member price $215.00
CE Hours: 5.00

Construction Academy (2018) Bundle

This 9-part series was recorded at the Construction Academy in Sugar Land, Texas. Topics include: managing bonds and project timing strategies; setting priorities of projects; delivering methods and bidding strategies; commissioning and sustainability; collaborating and communicating with your stakeholders, and much more. CE 7/CPE 8

Brandon Boyter; Bob Cervi, CTSBO; Mike Brooks, CTSBO; Roy Sprague, AIA, CSI, ALEP; Jennifer DuPlessis, RTSBA; Marshall Schroeder, RTSBA; Taryn Kinney AIA LEED AP; Kirk Madison, AIA LEED AP; Jarod Sterzinger; and Michelle Morris on May 14, 2018

Regular price: $345.00
Discounted member price $295.00
CE Hours: 7.00

Construction Closeout - The Earlier You Start, The Better

Originally recorded as part of the Construction Academy, this live recording reviews occupancy, commissioning, setting expectations, training, and closeout/warranties. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Marshall Schroeder, RTSBA; and Easy Foster, CTSBO, AIC, CPC, LEED AP BD+C on May 14, 2018

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

Federal, state, and local requirements may govern how we solicit, evaluate, award, and monitor contracted services. This recorded webinar presents a practical discussion about contract management procedures to enable your district to meet the requirements. Best practices, sample forms, and procedures are shared as resources. 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

Developing A Federal/State Grants Procedures Manual

TASBO has developed a State and Federal Grants Manual that includes all of the Uniform Guidance (new EDGAR) requirements. In an effort to provide the template to districts, we offer this 2-hour recorded webinar where participants receive guidance related to completing the template to create a customized State and Federal Grants Manual. All participants receive a Word version of the template. CE 2/CPE 2

Becky Estrada, RTSBA on May 6, 2015

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

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

GASB 68, Uniform Grant Guidance (EDGAR) and Auditors

The spreadsheets are flying left and right from the Teachers Retirement System, but what do they mean? How do I go from spreadsheet to financial statements without losing my mind? This recorded webinar looks at tips and tricks for converting the theory of GASB 68 to the real world financial statements of Anywhere ISD. In addition, we discuss some best practices in implementing the Uniform Grant Guidance (EDGAR) and what auditors are looking for during the 2015 audit and beyond. CE 1/CPE 1

Celina Miller, CPA and Christopher L. Breaux, CPA on September 29, 2015

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

Hurricane Harvey: Disaster Recovery

This free, recorded webinar takes you step-by-step through the legal requirements for suspending competitive procurement requirements, calling emergency board meetings (including by telephonic means), and delegating contracting authority. It also covers pitfalls to avoid when executing contracts for remediation and restoration services, including incorporation of contract provisions necessary to substantiate FEMA claims.

Micki Morris on August 31, 2017

Regular price: $0.00
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



Regular price: $150.00
Discounted member price $100.00
CE Hours: 2.00

MAO103: 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 Admins

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



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

MGT306: Board Policies & Administrative Procedures

This course reviews the various types of board policies, and how 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

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

Navigating the Grievance Process

Texas law provides public employees a protected right to formally complain and access to those in positions of authority. The district's grievance process is outlined in board policy and allows an opportunity for the employee to vent and provides an opportunity for the district to hear and solve a problem. This recorded webinar navigates the participant through the formal grievance process by reviewing the guiding principles; explaining definitions and timelines; examining sample forms; discussing the levels within the process and responses and actions at each level; determining all that is included in the official record; providing guidelines for the hearing officer; and sharing best practices. CE 1/CPE 1

Pattie Griffin, RTSBA on November 19, 2015

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

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

Post Occupancy Deep Dive

Originally recorded as part of the Construction Academy, this live recording discusses what needs to be measured in order to determine if what is planned, designed, built and operated actually works. It further discusses how to measure and what data is necessary for interpretation that will derive objective consensus. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Taryn Kinney, AIA LEED AP; & Kirk Madison, AIA LEED AP on May 14, 2018

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

Pre-Election Considerations

Originally recorded as part of the Construction Academy, this live recording discusses facility assessments, master plans, demographics, capacity, and utilization studies. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Bob Cervi, CTSBO on May 14, 2018

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

New EDGAR regulations (2015), 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. This recorded webinar provides guidance related to the development and implementation of written Fixed Asset Procedures. Sample forms and guidelines are included. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 24, 2015

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

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

Star Wars: Knowing Personalities Saves You From the Darkside

Star Wars is such a successful series because of the diversity within each storyline. Workplaces are no different. Just like George Lucas, you can capitalize on the various personalities of your staff to create a successful organization. This recorded webinar explores various personality types, the strengths and weaknesses of each type and how each personality coordinates with each other, as well as how you can create teams of workers whose personalities complement each other. CE 1/CPE 1

Maxwell Busse on June 9, 2016

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

Student Loan Solutions

Student Loan Debt is one of the largest financial issues facing educators today. It impacts their performance in the classroom, as well as the industry's ability to recruit and retain them. This recorded webinar covers no-cost methods to deliver student loan debt relief, through federal forgiveness programs and private refinancing, that literally changes lives. See how Horace Mann's Student Loan Solutions program can be leveraged in your district to recruit and retain talented staff, while providing immediate relief to all school employees - all district-wide full-time staff may qualify! CE 1/CPE 1

Jon Bernardy on August 3, 2017

Regular price: $50.00
Discounted member price $0.00
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

The Bond Passed, Now What?

Originally recorded as part of the Construction Academy, this live recording discusses the integration of M&O into the process. System consistency, component maintenance valuation, and district construction standards are also discussed. CE 1/CPE 1 Interested in more information about this topic? Consider purchasing the 9-part bundle (6004_11: Construction Academy - 2018 - Bundle).

Mike Brooks, CTSBO on May 14, 2018

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

The Positive Impact of a Healthy Lifestyle on Leadership

This recorded webinar raises the awareness of school leaders to the importance of a healthy lifestyle; what a healthy lifestyle is; and how they can incorporate the steps necessary to incorporate a healthy lifestyle into their daily routines. CE 1/CPE 1

Billy Walker, Ed.D., RTSBA on May 19, 2016

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

Transparency & Finding Your Peers

Originally recorded at the Accounting & Finance Symposium, this recorded event reviews Fort Bend’s Internal and External Committee structure and how it creates a culture of collaboration and trust with stakeholders. It also provides a brief overview of how to find your peer districts and how benchmarking using those districts is useful in measuring your district’s strengths and weaknesses. CE 1/CPE 1

Steve Bassett, RTSBA, CPA, CMA, CCM on November 17, 2017

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

Understanding the Different Personailities You Work With

This recorded webinar introduces personality profiles and helps participants identify their own personality and begin to understand the differences in other personality types. The information provided not only helps with personal growth, but it is useful in improving your relationships with those that you work with. While you can't change your coworkers, you can change the way you interact with them as you understand them better. CE 1/CPE 1

Stephanie B. Duran, RTSBA, CPA on October 14, 2014

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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