2019 NE/Bay Area Business Office Professionals Conference

2019 NE/Bay Area Business Office Professionals Conference
Training and Networking for School Bookkeepers & Payroll Professionals.

Send your School business office staff who handle payroll, accounts receivable, accounts payable, and benefit administration to the Northeast/Bay Area Regional Business Office Professionals Conference on November 20! They will bring back information on Employment Law, Record Retention, ACA, Google, Excel and much more. The full session schedule is available here.

In addition to great educational sessions, the School Business Office Professionals Conference allows  for networking with peers from throughout the state, region and team building with your own staff.

Seating is limited - Register today!

Registration is only $75 per individual and includes breakfast, lunch, and materials. The conference will be held at Fox Valley Technical College, 1825 N Bluemound Dr, Appleton, WI 54912.


Additional Information


To register, please sign in or click the create a new account link in the area to the right. If you have previously attended a WASBO conference, your User Name is your email address. If you don't recall your password, click the Forgot My Password link to the right to reset it. 

Be sure to click the orange Save Responses button below before you Proceed to Checkout.  Enter the total number of individuals attending below, then click ADD.
Written and oral information provided at this conference is obtained from a variety of sources. Neither WASBO nor any of its members or representatives accept liability for the contents or use of information presented at this conference.
When
11/20/2019 8:30 AM - 3:00 PM
Central Standard Time
Where
Fox Valley Technical College 1825 N Bluemound Dr. Appleton, WI 54912

Program

Wednesday, 20 November 2019

Description
Conference Registration
Time
8:30 AM - 9:00 AM
11/20/2019 8:30 AM
Independent Contractors vs. Employees
Attorney Robert Simandl, of von Briesen & Roper, s.c., will discuss the issues for employers in the decision to hire someone as an “employee” or as an “independent contractor.” With State of Wisconsin initiatives and federal law enforcement against employers who attempt to avoid the encumbrances of hiring “employees” has escalated in recent years creating significant legal and financial exposure for employers. Bob will discuss the federal and State requirements for independent contractor status as well as the consequences at failing to meet those statutory obligations. He will also discuss ways to help minimize the liability associated with hiring “employees,” especially for limited term assignments. The learning objectives for the program include: 1. Understanding the obligations which must be present for a true “independent contractor” relationship. 2. Document, Document, Document – How to minimize your exposure on audit of persons hired as independent contractors. 3. Steps to take in hiring employees through the on-boarding process to reduce exposure for employee claims. 4. Do’s and Don’ts in the independent contractor/employee decision process. 5. Best Practices in staffing decisions
Time
9:00 AM - 9:50 AM
11/20/2019 9:00 AM
Google - Beginners
This session is geared for those who want to develop their skills within the Google suite. Some specific areas covered will Google email (Gmail), Google calendar and Google sheets. This session will provide you an opportunity to actively participate. Please bring a device and follow along.
Time
9:00 AM - 9:50 AM
11/20/2019 9:00 AM
Introduction to WUFAR
DPI requires that districts report financial information using a specific coding system. Most districts use this for their day-to-day accounting. Learn what it all means and how the component parts fit together so that you can properly report out your information.
Time
9:00 AM - 9:50 AM
11/20/2019 9:00 AM
Taxable Benefits
Time
10:00 AM - 10:50 AM
11/20/2019 10:00 AM
Google - Advanced
This session will help you leverage the power of Google even further. Some specific areas covered will be Google email (Gmail), Google calendar and Google sheets. We will show you some advanced features like canned emails, advanced spreadsheet formulas and other add-ons in Google that will help your workflow. This session will provide you an opportunity to actively participate. Please bring a device and follow along.
Time
10:00 AM - 10:50 AM
11/20/2019 10:00 AM
New GASB 84 Requirements for Fiduciary Funds
Recently, the Government Accounting Standards Board (GASB) issued their statement #84 regarding fiduciary funds. In WUFAR these include Fund 60 and the 70 funds. Find out what GASB 84 is, how WUFAR will be changing, and what this means for your district.
Time
10:00 AM - 10:50 AM
11/20/2019 10:00 AM
Exempt or Non-exempt? Tips for Classifying SD Employees
This session will provide a brief overview of state and federal wage and hour laws, including the Fair Labor Standards Act, and review strategies for successfully determining whether particular classifications of employees should be designated as FLSA exempt or non-exempt. Time-permitting, this session will also provide an update on the federal Department of Labor’s new overtime rules and other hot topics.
Time
11:00 AM - 11:50 AM
11/20/2019 11:00 AM
Excel for Beginners
Would you like extra assistance with using Microsoft Excel?  Do you find Excel daunting when you open the program?  If so, consider attending this session.  We will cover some of the basics in Excel, to include menus, formatting, tables, and basic formulas which will help you understand how to use the product more efficiently.  After attending this session you will have a greater comfort level with the software.
Time
11:00 AM - 11:50 AM
11/20/2019 11:00 AM
W2s and 1099s
Learn some tips that can help make the end of year tax time less stressful. We will discuss who should receive 1099s and how to set them up in your financial software. Additionally we will look at what information is needed on a W2 and how to prepare by looking at the set-up in your payroll software. The goal is to leave this session feeling comfortable with this complex process.
Time
11:00 AM - 11:50 AM
11/20/2019 11:00 AM
Lunch
Time
11:50 AM - 12:50 PM
11/20/2019 11:50 AM
Leasing versus Buying - Upcoming GASB Pronouncements
Implementation of GASB Statement No. 87 will require a complete analysis of existing lease agreements, in addition to contacts that could include lease-like terms.  This session will provide basics on how to determine the key factors in determining what is applicable under GASB Statement No. 87 and how to proceed with implementation.  We will also discuss additional upcoming GASB pronouncements that may affect your organization.
Time
1:00 PM - 1:50 PM
11/20/2019 1:00 PM
Excel for Advanced Users
Excel is a staple of the School Business Official's toolbox; yet, all too often features remain undiscovered and underutilized which leads to inefficiencies.  In this session you will learn about some of the best time saving features and little-known aspects of Excel, such as lookup formulas and pivot tables.  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.
Time
1:00 PM - 1:50 PM
11/20/2019 1:00 PM
Record Retention Round Table
Does your District have a record retention policy? What should you save and for how long? Where should it be kept and who should have access to it? At this round table we will discuss the rules, requirements for school districts in Wisconsin, what policies you may have in place and common sense to document management in the Office.
Time
1:00 PM - 1:50 PM
11/20/2019 1:00 PM
A Decade of the Affordable Care Act... Where Are We Now?
The Affordable Care Act (ACA) was enacted nearly ten years ago. Although most major provisions of the act have been implemented there are provisions still on hold and several others that may change. During this session we will address important ACA topics related to staying compliant as an employer and also any new developments that will impact employer compliance obligations going forward. Takeaways: Attendees of this session will learn about… • Big picture: How the implementation of the ACA and current proposals and developments aimed at employers are affecting employer approaches towards health insurance. • Compliance: Things every employer should consider to remain compliant with the ACA. • Next steps: What is the outlook for the ACA and group health insurance for the next decade?
Time
2:00 PM - 2:50 PM
11/20/2019 2:00 PM
Skyward Round Table
Bring your questions, roadblocks, ideas on Skyward Financial Software and collaborate with others to answer your questions, learn something new, or help someone else.  There will be facilitators to keep the discussions going, including someone familiar with the new Qmlative platform.
Time
2:00 PM - 2:50 PM
11/20/2019 2:00 PM
Business Office Checklists, Processes & Internal Controls
Join us on our continuous improvement journey into business office processes. This roundtable session will provide you with tips and tricks on creating standard operating procedures (SOPs) and checklists for topics including internal controls, employee onboarding, and much more.
Time
2:00 PM - 2:50 PM
11/20/2019 2:00 PM

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