You are here
FY2022-23 School Finance Presentations
School Finance Office Hours
- Thursday, August 18, 9:00am-10:30am: Audit Preparation: Part I
- Monday, August 22: New Superintendent Orientation - Intro to School Finance
- Monday, August 22, 2:00pm-3:00pm: Financial Transparency Website
- Thursday, August 25, 9:00am-10:30am: Audit Preparation: Part II
- Monday, September 12, 2:00pm-3:00pm: School Finance 101, Part I – A perfect introduction for new finance staff or Superintendents. No question too basic!
- Monday, September 19, 2:00pm-3:00pm: School Finance 101, Part II – A perfect introduction for new finance staff or Superintendents. No question too basic!
- Monday, September 26, 2:00pm-3:00pm: Flow Through Accounting & Internal Service Accounts
- Thursday, September 29, 9:00am-10:30am: Bank Reconciliations
- 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 20, 9:00am-10:00am: Single Audit Process - Best Practices for a successful single audit.
- 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.
- Monday, November 7, 2:00pm-3:00pm: Targeted Training: Introduction to Bonds/Bond Levies
- Monday, November 14, 1:00pm-2:00pm: Introduction to Property Taxes & Assessed Valuation
- Thursday, November 17, 9:00am-10:30am: Certifying your Mills
- Thursday, December 1, 9:00am-10:30am: Certifying your Mills
- 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.
- Thursday, February 16, 9:00am-10:30am: Budget Planning Part II (Budget Template)
- Thursday, March 9, 9:00am-10:30am: Budget Planning Part III (Forecasting for FY24 Budget)
- Wednesday, May 31st, 11:00am-12:00pm: Interest Free Loan Program
- Link to Recording
- Link to Program Webpage
- Contact Information: Dan O’Connell dan.oconnell@rbccm.com, Rudy Andras rudy.andras@rbccm.com and Anthony Singh anthony.singh@rbccm.com
- 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
Connect With Us