Monthly Essentials Briefings

The Essentials Monthly Briefings will be held on the second Tuesday of each month, and will provide a heads-up on what to look for in the upcoming month. The briefings are geared toward newer MASBO members, to provide a monthly overview of the upcoming tasks in the school business office. Each briefing will feature just a few key topics—for a more complete calendar list of school business tasks, please see the calendar on our web site. The briefings are at no cost to MASBO members, and require a registration for each briefing.

The briefings will be held using the Zoom conference system. Registered participants will receive an email link with login information to the Zoom system from their laptop or other devices. Because space is limited on the conference system, we ask that if there is more than one person from a location who wants to view the session that only one person register, and all participants view from the same device. Note that the first time you join a Zoom meeting, you will be asked to download the app to your computer or mobile device. We recommend installing the app before the first meeting.

Briefings may include PowerPoint presentations, examples and demonstrations. Participants will be able to submit questions during the briefing using the chat box function. All briefings will be recorded, and available to view on demand. Credits will not be offered for the briefings.

Upcoming Briefing

When: Tuesday, June 11, 2019, 9:00-10:00am

Topic: Tips for Audit Preparation
If you cringe when you hear the words “annual audit”, this webinar is for you. During this hour, you will get some tips to make your audit smoother & more efficient from a former auditor now working in school finance.

Presenter: Kris Blackburn, CPA, Controller, South Washington County Schools

Register to attend

Briefing Archive

View recordings of past Essentials Briefings. Recordings will be posted within two days after each session.

Schedule

January
Budgets

February
Title

March
ADM/EL estimates reporting

April
Career/Tech (CTE) expenditure estimates

May
LTFM

June
Tips for audit preparation

July
Pupil transportation annual report
Levy information system

August
Reconciliation of SERVS and SEDRA to UFARS

September
MARSS fall reporting
Career/Tech (CTE) report actual costs

October
STAR - first submission
District budget report for publication

November
Truth in Taxation meeting
Audit report submissions
Final levy certification

December
Prepare timeline for next year's budget
Consider mid-year budget revision
Prepare to issue W2, 1099, and 1095 forms



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