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2016 Final Overtime Regulations

This recorded webinar reviews the final overtime regulations that became effective December 1, 2016. It also addresses several considerations such as identifying the current FLSA status of all employees; updating/creating job descriptions to support the FLSA status; calculating compliance with the $913 per week rule; and making decisions regarding the future FLSA status of employees who don't meet the new OT rules for exempt status. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on June 8, 2016

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

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

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 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

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

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

Developing Travel Guidelines for Your District

This recorded webinar covers general travel guidelines based on TEA's Current Mileage and Travel Reimbursement Rates (December 2012) along with the GSA's per diem and TexTravel guidelines. In addition, it reviews how a particular school district revamped their travel guidelines by implementing new procedures, checklists, and forms with the assistance of a focus group. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on April 6, 2017

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

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

Fair Labor Standards Act (FLSA)-New Rules Effective for 2016

This recorded webinar takes a look at the Department of Labor's new Overtime Rules that are primarily focused on compensation levels. The new rules (2016) impact the FLSA status of mid-managers, coordinators and other staff that may be compensated at a level below the new threshold. It also covers the basics of the FLSA which are essential to comply with the new regulations. Learn about the provisions of the new rules and what steps to take to ensure that your district is in compliance with the new regulations. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on November 2, 2016

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

Presented by: Brenda Richmond, RTSBA on September 20, 2018

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

Filing W2s

This 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. Common errors in preparing W2 forms will also be addressed to assist you in avoiding them.

Becky Estrada, RTSBA, on Nov. 29, 2018

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

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 November 15, 2016

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

Limited Scope Attendance Audit Documentation Presented

Originally recorded in Allen, TX at the PEIMS Academy, this recorded presentation explores the limited scope attendance audit process and the required documentation your district will need to submit if selected for audit. CE 1/CPE 1

Justin Jons on September 21, 2018

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 recorded webinar explores some best practices in developing a stipend pay scale and stipend job descriptions. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on December 11, 2013

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

Becky Estrada, RTSBA and Pattie Griffin, RTSBA on November 6, 2017

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

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

New TSLAC Retention Schedule Rules - They Changed What?

Change is coming in 2018! TSLAC has made revisions and additions to Schedule SD • School District Records Retention. This recorded webinar reviews those changes and what they mean to your district. Remember, if it is not documented, it did not happen! Let’s be sure we have what is required to support the data we are reporting CE 1/CPE 1

Deborah Cartwright, RTSBA on May 17, 2018

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

PEIMS Academy - 2018 Bundle

Originally recorded in Allen, TX this bundle contains nine videos that examine several key PEIMS topics including a unique ID tracking system, PEIMS accountability, using the TSDS validation tool, FERPA and HIPPA compliance, TSLAC updates,Audit, Pre K and CTE documentation requirements, as well as the most recent PEIMS updates. CE 9/CPE 10.5



Regular price: $345.00
Discounted member price $295.00
CE Hours: 9.00

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

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/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

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

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

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

Preparing and Reconciling W2 Forms

This recorded webinar guides participants 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. Common errors in preparing W2 forms are addressed to assist you in avoiding them. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on January 19, 2017

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

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

Putting Out Personnel Fires in the Kitchen

Start with veteran employees, add new hires, toss in new ideas, alter processes, and make adjustments. Mix it all in a high-pressure, high-stress, close work environment with physical, strenuous work; let it simmer hour after hour, day after day, and you have the recipe for trouble. This recorded webinar will provide tips on how to put out the personnel fires in the kitchen, eliminate gossip, encourage input, and develop a group of staff that work as a team. CE 1/CPE 1

Rachel Frayre, RTSBA on October 8, 2013

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

Reconciling 941 Reports

Whether you are new to the payroll function or not, this recorded webinar can help develop a process for reconciling payroll taxes during each check run, month, quarter, and calendar year-end. It also covers some basics such as verifying tax tables; determining employee FICA eligibility codes; and sample documents that are helpful in reconciling 941 Reports. CE 1/CPE 1

Deborah Ottmers, RTSBA, CPA on January 12, 2017

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. This recorded webinar explores the basic requirements of records management and provides guidance for campus and department staff members in meeting district needs and legal requirements. CE 1/CPE 1

Julie P. Novak, RTSBA on January 24, 2017

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

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

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

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

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

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

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

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

Presented by: 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

Travel Guidelines for Your Federal Procedures Manual

New EDGAR regulations, specifically §200.474, allows 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 procedures regarding what travel costs are allowable with non-federal and/or federal funds. This recorded webinar provides guidance related to federal (IRS & EDGAR), state and local regulations and 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 are shared with attendees. CE 1/CPE 1

Rebecca R. Estrada, RTSBA on May 13, 2015

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

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

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

Updates from TSLAC (TX State Library & Archives Commission)

Originally recorded in Allen, TX at the PEIMS Academy, this presentation covers the latest on records retention requirements from Texas State Library & Archives Commission. CE 1/CPE 1

Presented by: Megan Carey 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

What's New for Tax Year 2018

Join this webinar to learn about the new tax requirements related to the preparation of 2018 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.

Becky Estrada, RTSBA on Nov 6, 2018

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

Worker Classification: 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 December 8, 2016

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

Workers Comp - A District's Perspective

Originally presented in Allen, TX (2018), this recorded presentation introduces Texas Injury Law; and review the State law requirements for workers' compensation postings. It also reviews how to complete the first report of injury, supplemental report of injury, wage statement, and other forms. CE 1 / CPE 1

Javier Gaona, CSRM; and Sara Kimmich on October 17, 2018

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

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