School Finance Town Halls and Trainings

School Finance Office Hours

Upcoming Trainings

• Thursday, February 9, 9:00am-10:30am: Budget Templates 
  • Link to Meeting
  • Download Presentation (PDF) - Coming Soon

• Thursday, February 16, 9:00am-10:30am: Budget Planning Part II (variance)
  • Link to Meeting
  • Download Presentation (PDF) - Coming Soon

• Thursday, March 9, 9:00am-10:30am: Budget Planning Part III (forecasting and budgeting - including sot)
  • Link to Meeting
  • Download Presentation (PDF) - Coming Soon

Previous Trainings

• Thursday, August 18, 9:00am-10:30am: Audit Preparation: Part I 
  • View Recording
  • Download Presentation (PDF)

• Monday, August 22: New Superintendent Orientation - Intro to School Finance
  • Download Presentation (PDF)
     
• Monday, August 22, 2:00pm-3:00pm: Financial Transparency Website
  • View Recording
  • Download Presentation (PDF)

• Thursday, August 25, 9:00am-10:30am: Audit Preparation: Part II
  • View Recording
  • Download Presentation (PDF)

• 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! 
  • View Recording
  • Download Presentation (PDF)

• 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! 
  • View Recording
  • Download Presentation (PDF)

• Monday, September 26, 2:00pm-3:00pm:  Flow Through Accounting & Internal Service Accounts 
  • View Recording
  • Download Presentation (PDF)

• Thursday, September 29, 9:00am-10:30am: Bank Reconciliations​
  • View Recording
  • Download Presentation (PDF) 

• Monday, October 10, 2:00pm-3:00pm:  Data Pipeline Submission - An Open Office hours about Finance December/data pipeline and to answer district questions. 
  • View Recording
  • Download Presentation (PDF)

• Thursday, October 20, 9:00am-10:00am: Single Audit Process - Best Practices for a successful single audit.
  • View Recording
  • Download Presentation (PDF)

• 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.
  • View Recording
  • Download Presentation (PDF)

• Monday, November 7, 2:00pm-3:00pm: Targeted Training: Introduction to Bonds/Bond Levies
  • ​View Recording
  • Download Presentation (PDF)
    • Bond Debt Service Model CASE Template XLS
    • RBCCM Mill Levy for Bond Redemption Template XLS

• Monday, November 14, 1:00pm-2:00pm: Introduction to Property Taxes & Assessed Valuation 
  • View Recording
  • Download Presentation (PDF)
     
• Thursday, November 17, 9:00am-10:30am: Certifying your Mills
  • ​Link to Recording
  • Download Presentation (PDF)
     
• Thursday, December 1, 9:00am-10:30am: Certifying your Mills
  • ​Link to Recording
  • Download Presentation (PDF)

• 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  
  • Link to Recording
  • Download Presentation (PDF)

• 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. 
  • Link to Recording
  • Download Presentation (PDF) 

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

Previous Fiscal Year Training's for School Finance