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Review upcoming DPI School Finance Team report due dates and critical activities for the spring months ahead, including making adjustments to your PI-1504 Budget Report. Learn where to find pertinent information on the SFS Team’s website.
Track
New Administrator/Year of Success
8:30 AM
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Substantial changes related to reporting of Technology Related costs will be effective beginning July 1, 2018. A review of the changes being made to WUFAR to be in compliance with these Federal reporting requirements will be discussed.
8:30 AM
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If you’re like most people, you happily and confidently take the advice of your advisor as part of your due diligence. But, aren’t there often some things you wish you would have asked for the sake of curiosity? Or maybe there is some aspect of investing that you find extremely intriguing but don’t have the time to explore; for instance, what really happens when the fed moves rates? On what scale does this affect me? Well here is your chance to find those answers! Beginning with the basics of investing, we’ll tackle some of the more common misconceptions, frequently asked questions, and fascinating origins that you have always wondered about.
8:30 AM
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Review a variety of benefits choices available to Districts and how to account for them using the WUFAR system.
8:30 AM
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A discussion of the WUFAR account classification system will focus on why the system exists, how to use the system and a discussion of Project codes and why they are important to be used properly.
Track
New Administrator/Year of Success
9:45 AM
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Government entities are becoming an increasingly popular target for IRS payroll audits. Learn about the most common deficiencies and how you can limit your exposure to potential IRS findings and liabilities.
9:45 AM
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School finance today looks different than it did 15 years ago. Come to review changes and learn how they have shaped districts’ planning for the future.
9:45 AM
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This presentation will educate agencies on how they can maximize their revenue by recovering costs associated with providing services within the public sector. Including the intake process, billing practices, collection techniques, evaluating collection agencies and tools available to each agency.
9:45 AM
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This year, Wisconsin schools will split almost $370 million in state special education aid. How do auditors help DPI ensure those funds are shared equitably? What issues have come up over the past year? How do the new federal grant requirements interact with state fiscal reporting? This session will address these questions and walk through the what, how, and why of the state Special Education Audit Program.
Track
New Administrator/Year of Success
11:00 AM
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Do you ever wonder if you will have a surplus or deficit in June while watching the snow melt away in the spring? Two different approaches to answering this question will be highlighted. One approach utilizes Skyward reporting to narrow in on this issue. The other approach will demonstrate how 5Cast Plus can also answer these questions.
11:00 AM
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This session will walk you through the audited financial statements. School district officials and employees are responsible for preparing and providing financial information for the audit, but there are reporting differences between the DPI reporting and GAAP reporting. What actual goes into the audited financial statements? If the auditor assists in the preparation of reconciliations and statements, is the auditor considered to be rendering accounting services outside of the audit scope, and consequently impair the auditor’s independence?
11:00 AM
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This presentation will focus on what is new with the Affordable Care Act and explore what the future of health insurance may look like under President Trump and his administration. The presentation will focus on compliance with any new regulations, trends in the marketplace, and potential strategies to help deal with the rising costs of health insurance.
11:00 AM
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Most state school funding comes through equalization and other general aids, but not all! Wisconsin has a number of aid programs targeted at specific needs like special education, transportation, or school libraries. Some are automatic or formula-based; others require specific claims or reports. This session will try to help you make sense of these "categorical" programs.
Track
New Administrator/Year of Success
1:15 PM
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Excel is a staple for the School Business Official's toolbox; yet, all too often features remain undiscovered and underutilized whichleads to inefficiencies. In this session you will learn about someimportant time saving features, such as Pivot Tables and Lookups. We'll also review some of the little-known aspects of Excel. Even if you've been using Excel for years, it can be a good idea to attend this session as you may find new efficiencies. Join us
in this session to learn how you can put these strategies and shortcuts to work for you and your team to increase productivity, accuracy, and efficiency.
1:15 PM
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School districts in Wisconsin adopt final budgets in October, months after the fiscal year begins. Only weeks later do they begin forecasting the next year's budget, months before it is upon them. This session will focus on the timing of key finance variables.
1:15 PM
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Many districts receive an internal control deficiency for lack of proper segregation of duties. During this session, we will discuss cost effective solutions to implement additional controls and practices to improve your internal control structure. While you may not be able to eliminate the finding, a better designed intern control process will reduce the likelihood of fraudulent activities.
1:15 PM
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Not sure whether you need to know about some of those ‘other’ funds that you don’t hear about as much as Funds 10 and 27? Attend this session to learn what these funds are used for and whether they would be appropriate for your district.
Track
New Administrator/Year of Success
2:30 PM
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If you are interested in learning more about Google spreadsheets and documents, this session is for you. This session will be geared towards the basic to intermediate level of Google user. Some specific areas covered will be keyboard shortcuts, fill down, formulas and formatting. Additionally, we will go through one advanced example to show you the power of the Google suite when used together. The goal is that you walk away with a couple new ideas you can take back to your districts that will will allow you to save time.
2:30 PM
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This session will include an overview of debt refunding, cash defeasance, treatment of bid premiums received and what happens to Fund 39 fund balance when all district debt has been paid off. A discussion of capital leases and how to set them up on your general ledger will be included.
2:30 PM
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This session will provide participants with an introductory, and yet detailed, overview of Federal grants management. Grant terminology and concepts that apply to all Federal grants will be presented along with current updates on Federal grants administered to LEAs through DPI, as well as how these grant requirements have been incorporated into WISEgrants to help subrecipients remain compliant with the Uniform Grant Guidance and individual grant requirements.
2:30 PM
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Attend this session to learn the ins and outs of Open Enrollment, from the regular application period and the alternative application procedures for school districts, including the treatment of Open Enrolled pupils for General Aid and Revenue Limits.
Track
New Administrator/Year of Success
3:45 PM
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As school nutrition programs have evolved from feeding programs that simply cook meals, to nutrition programs that provide students with the fuel they need to optimize learning, the USDA regulations for administering child nutrition programs have also changed. This session provides insight on financial management of the USDA school nutrition programs and the story behind the regulations. Discussion will include the How’s and Why’s of the Paid Lunch Equity (PLE), strategies for minimizing unpaid meal charges, a review of appropriate and allowable fund 50 expenditures, updates to annual financial reporting requirements, how professional standards rules assist schools in hiring the most qualified nutrition professionals, and why marketing has been the catalyst for district success in school nutrition.
3:45 PM
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Local Education Agencies (LEAs) will be required to report per-pupil expenditures, including actual personnel and non-personnel expenditures, for each school and each LEA. The per-pupil expenditures will be disaggregated by two fund sources: 1) Federal; and 2) a combined State and Local. This session will provide: 1) additional details related to this new 2018-19 school level reporting requirement; and 2) an opportunity for participants to provide feedback regarding the reporting of these actual 2018-19 school year per-pupil expenditures.
3:45 PM
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We will review the approved Medicaid programs in Wisconsin and how districts can optimize reimbursement. We will also review how much WI districts have received from Medicaid over the years.
3:45 PM
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