2022 New School Administrators & Support Staff Conference

New to the school business office? WASBO has the tools you need to hit the ground running in this new school year. The New School Administrators & Support Staff Conference is an intensive two day conference designed to provide you with a sound introduction to the school business office.


Now more than ever if you are new to the school business office you will value the appropriate information from the DPI School Finance Team, your colleagues and professional membership.

Get an overview of the fiscal year's key reporting deadlines, better understand the business office roles and responsibilities, and learn how Wisconsin public schools are financed. Attend as a team with your district administrator and business office staff, new and experienced for a deeper understanding of your district’s school funding.

The New School Administrators & Support Staff Conference will be held in person on September 7-8, 2022, and is offered either as a stand-alone conference, or as the first of six conferences included in WASBO's Year of Success program. WASBO developed the Year of Success program in cooperation with the School Financial Services Team at the Wisconsin Department of Public Instruction. At each of the six conferences, the Year of Success features tracks specifically designed to cover time-sensitive topics and allow you to focus on understanding the most immediate and upcoming challenges. By registering for the Year of Success program you receive:

  1. Registration at six conferences including New Administrator and Support Staff, Fall, Winter at a Glance (Virtual), Federal Funding, Accounting and Spring Conferences.
  2. A mentor, to coach you through the challenges and the celebrations
  3. Virtual check ins to include updates from DPI, the legislative outlook, mentoring and your peers!
  4. Savings of 25% off individual conference registration fees

Details on the Year of Success conference dates and tentative session schedules can be found at www.wasbo.com/success.

WASBO is committed to supporting new business office staff throughout the course of the year. The WASBO Mentorship Program helps to accomplish this by pairing new business officials on a one-to-one basis with experienced veterans who can serve as a resource and sounding board, help to integrate the knowledge and skills learned through conferences and self-study and introduce the protégé to a network of contacts in the field. All first-time participants in the program will be assigned a mentor.

For more information on Mentorship, see 
www.wasbo.com/mentorship or contact Sue Schnorr and Jill Bodwin, WASBO Mentorship Program Coordinators.

Register below for one or more of these outstanding opportunities!

Additional Materials and Information

 

To register for the New School Administrators & Support Staff Conference, Year of Success, or WASBO Mentorship Program, 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. Have an account but aren't sure of your password? Simply click the Forgot My Password link to the right and enter your email address to reset your password. 


Be sure to click the orange Save Responses button below before you Proceed to Checkout.


Individuals registering at the Non-Member rate receive a free trial membership through 6/30/2023 if you have not previously been a member. At least one individual from your organization must be a WASBO member to take advantage of multi-attendee pricing. If the multi-attendee pricing option is selected erroneously (i.e. you are the only registrant from your organization), you agree to be billed for the difference in registration fees. Each individual will need to register separately.

When
9/7/2022 7:00 AM - 9/8/2022 3:30 PM
Central Daylight Time
Where
Hilton Garden Inn Madison Sun Prairie 1220 South Grand Ave Sun Prairie, WI 53590

Program

Wednesday, 07 September 2022

Description
“Revenue Limit - State Aid = Levy.” This session will explain this basic principles of school finance in Wisconsin. The Revenue Limit tells you how much money you can raise from certain state and local sources. It is the base for all activities related to district budget development and planning. You will need to know what is available to your district under state law. You will be introduced to how the State Equalization Aid formula works and how Equalization Aid impacts the local tax levy. This presentation will dive into the Revenue Limit calculation and review the concepts of Equalization Aid. A deeper examination of the Revenue Limit Calculation, Equalization Aid and District Tax Levies will be covered at the Fall Conference in October.
Time
1:00 PM - 2:00 PM
1:00 PM
Time
2:00 PM - 2:15 PM
2:00 PM
Annually by November 1, each school board must vote on a levy necessary to operate and maintain the schools of its district. This session offers an in-depth look at the tax levy adoption process, including components, timeline, and ramifications. Attendees will be introduced to the numerous online resources DPI offers and are asked to bring their own computers to examine their district’s revenue limit worksheets and PI-401 tax levy data.
Time
2:15 PM - 3:15 PM
2:15 PM
Time
3:15 PM - 3:30 PM
3:15 PM
Time
3:30 PM - 4:30 PM
3:30 PM
Time
4:30 PM - 5:30 PM
4:30 PM

Thursday, 08 September 2022

Description
Time
8:00 AM - 8:30 AM
8:00 AM
How to survive an Annual Report is geared towards business managers and district staff who are new to compiling/filing the District’s PI-1505 DPI Full Financial Annual Report. for you!  Unique to the 2022-2023 school year is dual reporting in WISEdata Finance (WDF) and School Finance Reporting Portal (SAFR). This session will familiarize participants with the process of uploading data into SAFR and WDF plus provide explanation and strategy for tackling the SAFR system edits you will need to “solve” before you can finalize and submit your report. This is the most complex report you will submit to the SFS Team, so plan to attend and develop your strategy to complete this report.
Time
8:30 AM - 9:30 AM
8:30 AM
Time
9:30 AM - 9:45 AM
9:30 AM
Time
10:45 AM - 11:00 AM
10:45 AM
WISEdata Finance (WDF) and the Wisconsin School Finance Portal (WiSFiP) are DPI's next-generation financial reporting system for school districts and other local education agencies (LEAs). As we complete the transition to WISEdata Finance over the next year, WiSFiP will be developed and expanded, as reports in the existing School Financial Services reporting portal (SAFR) are retired. The SFS Team will provide updates on the status of the transition to new systems and future projects and development.
Time
11:00 AM - 12:00 PM
11:00 AM
Time
12:00 PM - 12:45 PM
12:00 PM
Special Education Accounting and Reporting is one of the most detailed parts of the budget due to the funding options and detail related to how services are provided. Specially addressed in this session is coding special education expenses and project codes. Licensing also plays a critical role in the services being aid eligible. Other topics that will be covered are expenses eligible for special education categorical aid, other funding sources are available for special education costs, and how to report special education expenses to DPI. Come to this session and find the answers to all of these questions and more!
Time
12:45 PM - 1:45 PM
12:45 PM
Time
1:45 PM - 2:00 PM
1:45 PM
Latest information and updates from DPI on ESSER 1, 2 and 3. Programs will be summarized, as well as how funds can be used.
Time
2:00 PM - 3:00 PM
2:00 PM
3:00 PM

Wednesday, 06 September 2023

Description
Time
8:00 AM - 8:30 AM
8:00 AM
Fall is one of the busiest times of the year for bookkeepers and business managers! Fall at a Glance will help you plan your fall activities as you operate in three fiscal years: Closing out last year, finalizing the budget for this year, and starting to plan for next year. The objectives of this session are to connect you with your peers throughout the state, familiarize you with reports and timelines, and provide you some guidance on how to optimize your efforts supporting student learning.
Time
8:30 AM - 9:30 AM
8:30 AM
Time
9:30 AM - 9:45 AM
9:30 AM
DPI requires all LEAs to submit financial reports, including grant budgets and claims, using the Department's established account coding system, the Wisconsin Uniform Financial Accounting Requirements, or WUFAR. With the implementation of WISEdata Finance, and as we continue to connect existing systems, ensuring correct coding has become even more crucial. This session will cover the basics of the structure of WUFAR and the importance of correct coding for reporting requirements. Learn what it all means and how the component parts fit together so that you can properly report your information. The session will consist of 40 minutes of presentation and a 20 minute hands-on activity in which teams are provided funding scenarios and WUFAR account strings, and participants must fit the pieces together.
Time
9:45 AM - 10:45 AM
9:45 AM
Time
10:45 AM - 11:00 AM
10:45 AM
Counting children is more than just counting the number of students receiving instruction. Your district’s membership reflects part-time students, open enrolled students and other factors that impact how many children you get to claim. This is the starting point for school finance and two important student count reports are due soon: your fall Third Friday Count and your summer interim session classes’ information. We will review these reports and the procedures to do this correctly.
Time
11:00 AM - 12:00 PM
11:00 AM
Time
12:00 PM - 1:00 PM
12:00 PM

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