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FY2022-23 School Finance Presentations

School Finance Office Hours

  • Monday, October 10, 2:00pm-3:00pm:  Data Pipeline Submission - An Open Office hours about Finance December/data pipeline and to answer district questions. 
  • Thursday, October 27, 9:00am-10:00am: Budget Planning & Preparation: Part I - Just in time for budget season, topics will include: Process, planning and guiding principles.
  • Thursday, January 19, 9:00am-10:30am: Fund Balance  -  Discussion will focus on understanding Fund Balance Sheet Categories, Budgeting Appropriation Reserves, Levels, and Strategies.  Target Audiences is Business Officials, Superintendents, and Board members looking to obtain better knowledge regarding Fund Balance  
  • Tuesday, January 24, 11:00am-12:30pm: Quarterly Financials Template - Discussion will focus on reviewing the Quarterly Financial Template that meets the statutory requirements.  Target Audiences is Business Officials & Superintendents who prepare and present district quarterly financials. 
  • Wednesday, May 31st, 11:00am-12:00pm: Interest Free Loan Program
    • Monday, June 26, 9:00am-10:30am: Governmental Accounting Basics: Mark Rydberg and Glenn Gustafson will lead the discussion on Governmental Accounting Basics.  Topics expected to be covered include:  Fund Accounting, The full accrual/modified accrual reporting model, Differences between private accounting and governmental accounting.  Financial Reports to include Statement of Net Position (Balance Sheet) and the Statement of Revenues, Expenditures & Changes in Fund Balance (Income Statement).  Plus other governmental accounting basics!


    Previous School Finance Trainings and Presentations

    CASE School Finance Update July 2022 PDF

    EC BOCES Business Managers Meeting March 2022 Vimeo 

    EC BOCES Business Managers Meeting March 2022 PDF

    EC BOCES Business Managers Meeting December 2021 Vimeo