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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 Purchase
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 Purchase
Affordable Care Act Update We have been working on reporting for the Affordable Care Act for several years now. We will take a look at what is required now and changes over the last couple years. CE/CPE: 1.00 Deborah Ottmers, RTSBA, CPA on October 17, 2019 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
Digital Citizenship: Navigating Our Connected Culture Managing your online behavior and monitoring your reputation are important fundamentals of being a conscientious digital citizen. This recorded webinar provides information and resources to assist you in supporting staff in navigating an online world that is responsible and respectful. CE 1/CPE 1 Pattie Griffin, RTSBA and Laura Howard on June 13, 2017 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase
Filing 1099s 2020 Your district may be required to provide a 1099 form to vendors that have provided services during the calendar year. This 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. CEU/CPE 1 Sara Burkhart, CPA, Private Client Services Tax Manager, Weaver on December 17, 2020 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
Filing W2s in 2020 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 Sara Burkhart, CPA, Private Client Services, Tax Manager, Weaver on December 10, 2020 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
MGT309 Online: Business Administration and the Law This course is a requirement for RTSBA certification. Taught by an attorney, attendees will come away with an understanding of education as a function of the state, employee hiring procedures, use of independent contractors, access to personnel records, political/union and professional organization activities, the Texas whistleblower act, reduction in force, special education hearings, liability issues, and other legal issues. CE 6/CPE 7 Regular price: $225.00 Discounted member price $175.00 CE Hours: 6.00 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
PER101 Online: Introduction To Personnel This course covers Human Resources department basics including types and classifications of school personnel; legal and policy issues; employee compensation and benefits; complaint resolution; employee privacy, and personnel records management. CE 6/CPE 7 Regular price: $225.00 Discounted member price $175.00 CE Hours: 6.00 Purchase
PER202 Online: The Employment Process This course addresses the employment process and includes discussions of: planning and monitoring a staffing plan; staffing formulas; recruitment; application and interview process; compliance with equal employment opportunity; reference and background checks; verification of qualifications; authority to hire and offer of employment; contract and non-contract employment; and new employee onboarding to include completing employment documents, providing district notices, developing job descriptions, campus/department orientation, and compliance training. CE 6/CPE 7 Regular price: $225.00 Discounted member price $175.00 CE Hours: 6.00 Purchase
PER204 Online: Personnel Management This course addresses the fundamentals of managing school district employees and is course is intended to help the participant develop an understanding of the district’s policies and best practices related to employee management. The course begins with an explanation of the variety of employee classifications in the district and the requirements of the federal Fair Labor Standards Act. Guidelines and best practices in creating, issuing, and maintaining documentation is presented which leads into the procedures for addressing employee performance concerns and the process for disciplining employees. Course includes a chapter with specific information for changing the status of an employee, including promotion, assignment, reassignment, demotion, suspension without pay, termination, resignation, and reduction in force. The final chapter outlines the grievance process and provides guidelines for supervisors who may be faced with addressing an employee’s formal complaint. CE 6/ CPE Regular price: $225.00 Discounted member price $175.00 CE Hours: 6.00 Purchase
PER301 Online: Personnel Policies This course includes an overview of school board policy structure and responsibilities. It covers the legal and local policies required for personnel administration along with a comprehensive breakdown of key components for an employee handbook. CE 6/CPE 7 Regular price: $225.00 Discounted member price $175.00 CE Hours: 6.00 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
Recruiting and Retaining Operations Staff This live recording reviews the methods to recruit and retain critical facilities staff, from custodial to leadership. Originally recorded at the 2019 Annual Conference. CE 1/CPE 1 Jennifer DuPlessis Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase
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 Purchase
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 Purchase
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 Purchase
Streamlined Processes District-Wide Originally presented in Houston, TX, this recording you will learn how Bryan ISD is streamlining requests, approval processes for Human Resources on-boarding, managing student records, and testing. Hear best practices and lessons learned. CE 1/CPE 1. John Rokenbrod Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
The Top 10 Things That Will Get You Sued We live in a litigious society and practically any action or inaction can lead to a lawsuit. This recorded webinar will highlight the top 10 issues in public schools that could result in legal action, and tips on how to stay out of the courthouse. CE 1/CPE 1 Pattie Griffin RTSBA and Haley Turner, Attorney at Law on April 29, 2014 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
Travel Guidelines for Your Federal Procedures Manual The EDGAR regulations, specifically §200.474, allow travel costs with federal grant funds in accordance with the district’s written travel reimbursement policies and consistent with those normally allowed in like circumstances in non-federal activities. Although every district may have a written School Board Policy related to travel, i.e. DEE Local, not every district may have written travel procedures regarding what travel costs are allowable and unallowable. The webinar will provide guidance related to federal (IRS & EDGAR), state and local travel-related regulations. In addition, the webinar will focus on the multitude of travel-related decisions that every district must make while developing and/or updating the written Travel Guidelines/Procedures. Sample forms and guidelines will be shared with attendees. CE 1/CPE 1 Rebecca R. Estrada, RTSBA on April 30, 2020 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase
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 Purchase
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 Purchase
What's New for Tax Year 2020 Join this webinar to learn about the new tax requirements related to the preparation of 2020 tax documents such as W2s and 1099s. Tips for reconciling these tax documents will also be discussed during the webinar. A lead into future webinars in the series will be provided. CEU/CPE 1 Sara Burkhart, CPA, Private Client Services, Tax Manager, Weaver on December 3, 2020 Regular price: $125.00 Discounted member price $75.00 CE Hours: 1.00 Purchase
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 Purchase