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Advanced FLSA Topics

If you're already familiar with the basics of the Fair Labor Standards Act (FLSA), this recorded webinar covers advanced topics such as joint employment agreements, multiple job roles, audit preparation, and other areas that have been a challenge in school districts. It also addresses specific challenges related to implementation of the DOL's new (2016) Overtime Rules. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on November 3, 2016

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

Advanced FMLA Topics

If you already understand the basics of the Family Medical Leave Act (FMLA), this recorded webinar discusses advanced topics such as termination of benefits, reinstatement, termination of employment, recordkeeping, and other areas that have been a challenge in school districts. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 17, 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

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

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 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

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

Fair Labor Standards (FLSA) - New Overtime Rules in 2020

New Overtime Rules proposed in 2016 have been finalized and were effective January 1, 2020. Is your district in compliance with the new OT Rules? This webinar will review the 2020 changes and the potential impact on current exempt staff that may not meet the new Salary Levels in place for 2020 and beyond. HR, Payroll and Finance staff should benefit greatly from this recorded webinar as it will address compensation plans, overtime pay and budgetary considerations of the New OT Rules. CE 1/CPE 1

Rebecca Estrada, RTSBA on Feb. 13, 2020

Regular price: $125.00
Discounted member price $75.00
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

FLSA for Supervisors of Non-Exempt Staff

The Fair Labor Standards Act (FLSA) is a comprehensive federal law that addresses who is or is not exempt from minimum wage, overtime and recordkeeping regulations. It is critical that frontline supervisors of nonexempt staff be familiar with the federal regulations to ensure compliance within their department(s). This webinar will provide a great opportunity for HR/Payroll professionals and supervisors of non-exempt staff to know the law and to define their respective roles to ensure compliance with the FLSA. CE 1/CPE 1

Rebecca Estrada, RTSBA on April 2, 2020

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

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

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

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

Master Calendar for Payroll and Personnel

Receive an overview of the TASBO Master Calendar with a focus on deadlines and other time frames that payroll and HR professionals need to be aware of throughout the year. CE 1/CPE 1

Rebecca R. Estrada, RTSBA and Pattie Griffin, RTSBA on November 6, 2017

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

PAY302 Online: Payroll Administration

This course provides a general overview of various federal and state laws and regulations related to worker classification, employment eligibility, payment of exempt and non-exempt workers as defined by the Fair Labor Standards Act and benefits available to eligible workers as defined by the Family Medical Leave Act. Employer responsibilities specific to complying with garnishment and levy orders on employee wages is discussed. Limits on employee leave benefits in work-related injury situations is explored. Employer reporting responsibilities when hiring retirees receiving pensions from the Teacher Retirement System of Texas are reviewed along with related pension and TRS-Care surcharges. CE 6 / CPE 7



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

PAY305 Online: TRS Reporting

This course provides an overview of the function and purpose of TRS and the laws regulating school district employees and retirees. Students will gain an understanding of the RE Portal system and how to access, enter and submit monthly reports. Most of the material in this manual has been extracted from the TRS website, www.trs.texas.gov, the TRS Payroll Manual, the RE Portal User Guide, and other TRS publications, brochures, and updates. The information is subject to change; please use the many TRS resources for the most up-to-date information.
CE 6/CPE 7



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

PEIMS and Accountability: The Secret Decoder Ring

Originally recorded in Allen, TX at the PEIMS Academy, this recorded event examines the latest on accountablity and the connections PEIMS data plays. Accountability and PEIMS people often don’t speak the same language; however, the relation of one to the other cannot be understated. Many times, those closest to the data entry points don't realize the impact they are having on a school or district's rating. CE 1/CPE 1

Dr. Julie Joubert-Guillory, RTSBA and Staci Barker on September 20, 2018

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

PER/PAY103 Online: Introduction to TRS

This course provides an overview of the function and purpose of TRS and the laws regulating school district employees and retirees. Students will gain an understanding of TRS membership eligibility, eligible compensation, employer reporting requirements, and Social Security Administration (SSA) compliance issues. Most of the material in this manual has been extracted from the TRS website, www.trs.texas.gov, the TRS Payroll Manual, the RE Portal User Guide, and other TRS publications, brochures, and updates. The information is subject to change; please use the many TRS resources for the most up-to-date information.
CEU 6/CPE 7



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

PER/PAY304 Online: FLSA Administration

This course provides an in-depth look at the Fair Labor Standards Act. Topics include: minimum wage requirements; overtime and compensatory time pay; child labor regulations; exempt and non-exempt status, and recordkeeping requirements. CE 6/CPE 7



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

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

Preventing Employee Grievances From Hurting Your District

Originally presented in Allen, TX at the Payroll Personnel Academy, this recorded presentation defines "grievance" as it relates to an employee's right to submit a complaint such as a pay dispute; or challenge evaluations, actions taken by supervisors or coworkers, reassignment, use of personal leave, termination, etc. It discusses various policies and procedures, how to address complaints of discrimination and other forms of prohibited conduct; consequences for not adequately addressing grievances ; and other practical considerations. CE 1/ CPE 1

D'Ann Bey on October 17, 2019

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

Reconciling 941s in 2020

Understand the purpose of the IRS Form 941 and how to prepare and reconcile during the calendar year. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on Jan. 30, 2020

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

Records Retention for Campus Bookkeepers

School districts create and manage several types of records, including student, financial, personnel, payroll, and administrative. What is involved to meet both legal requirements and local needs? This webinar will explore the basic requirements of records management and provide guidance for campus and department staff members in meeting district needs. CE 1/CPE 1

Julie Novak, RTSBA on Feb. 6, 2020

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

Reporting FFCRA Wages & Soc. Sec. Taxes on 2020 941s

(For Districts that DO NOT Pay FICA Taxes). Due to new FFCRA Leave, SOME school districts are required to report the FFCRA Wages and Social Security taxes on their 2nd, 3rd and 4th Form 941 Employer's Quarterly Federal Tax Returns. A new Form 941 was issued in April 2020 for the 2nd Quarter and another one was issued July 2020 for the 3rd and 4th Quarters. This 941 Return reporting requirement WILL NOT apply to a school district that does not have at least one employee (full-time, substitute or temporary) that pays FICA taxes. It is still critical to accurately calculate the FFCRA wages as we are required to report the FFCRA wages on the Form W2s for 2020.
CEU/CPE 1

Rebecca Estrada, RTSBA, CFO, Lackland ISD on November 12, 2020

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

Reporting FFCRA Wages & Soc. Sec. Taxes on 2020 941s (FICA)

(For districts that pay FICA) - Due to new FFCRA Leave, SOME school districts are required to report the FFCRA Wages and Social Security taxes on their 2nd, 3rd and 4th Form 941 Employer's Quarterly Federal Tax Returns. A new Form 941 was issued in April 2020 for the 2nd Quarter and another one was issued July 2020 for the 3rd and 4th Quarters. Has your district filed the correct tax returns with the FFCRA Wages and Taxes? If you're not sure, join this webinar to hear about the new forms and reporting requirements for districts that have at least one employee (full-time, substitute or temporary) that pays FICA taxes. Filing accurate Form 941 Returns for Calendar Year 2020 is critical as we are required to report the FFCRA wages on the Form W2s for 2020.
CEU/CPE 1

Rebecca Estrada, RTSBA, CFO, Lackland ISD on November 12, 2020

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

Spending Wisely - The Intersection of Staffing and Pay

Salaries and benefits make up about 80 percent of most districts’ budgets. While we often make important compensation decisions that impact the district budget, we don’t always connect the financial impact of staffing decisions. This webinar will help attendees identify how staffing allocations and compensation • including salaries and benefits • can work together to achieve district HR and finance goals. CE 1/CPE 1

Amy Campbell and Zach Hobbs on January 11, 2019

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

Staffing and Compensation

Originally presented in Pflugerville, TX, Annette explains how the biggest portion of your school's budget is payroll and share what works for the staffing budget in her district. CE 1/CPE 1.

Annette Folmar

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

Understanding and Administering Leave

Originally presented in Allen, TX at the Payroll Personnel Academy (2018), this recorded presentation provides an overview of the various types of leave benefits for public school employees and how they interact. Topics include: the role of board policy, coordinating leave, and handling situations when an employee has exhausted all leave. CE 1/CPE 1

Karen Dooley on October 17, 2018

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

Unique ID-Enrollment Tracking System

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation takes and in-depth look into how to submit and access the data in the system, best practices on matching entries if they already exist, what needs to be done to retire a Unique ID and viewing enrollment history. CE 1/CEU 1

Jamie Muffoletto, CTSBS and Rebecca Hudson, CTSBO on September 20, 2018

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

Using the TSDS Validation Tool (PEIMS)

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation demonstrates how to download the Validation tool provided by TSDS. Demonstrations include how to run your PEIMS and ECDS files through the tool and how to read the error reports. CE 1/CPE 1.

Beth Naegeli on September 20, 2018

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

W2 Deadlines, Processes, and Reconciliations

This recorded webinar will guide you through the process of preparing and reconciling W2 forms. The process includes a review of government employer issues, identification of fringe benefits, documents to use in reconciling taxable wages, and most importantly, how to complete the multiple boxes on the Form W2. Filing deadlines will be reviewed as well as common errors in preparing W2 forms. CE 1/CPE 1

Presented by: Rebecca Estrada, RTSBA & Derick Sibley, RTSBA on 1/8/2020

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

Worker Classification 2020 - Employee or Not?

Many districts employ workers to perform services that are not provided by district employees. At times, districts also hire TRS retirees as independent contractors. Before we decide how to pay those workers (accounts payable or payroll), we need to determine whether they are an independent contractor or employee. This recorded webinar reviews IRS Common Law Rules and how to use the rules to make the determination for workers in your school district. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on Feb. 18, 2020

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

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