2018 WASBO Accounting Conference

2018 WASBO Accounting Conference
Two-day conference filled with sessions on school district financial and business office topics, including the DPI Spring Finance Workshop. Everyone from veteran business managers and district administrators to new bookkeepers can benefit from this informative two-day conference, which offers innovative ideas, timely instruction, maximum learning value and relevant advice on the issues facing school business offices today.


For those new to the profession, this conference features sessions from the Year of Success Program. Get even more out of your experience by networking with your peers and sharing stories and advice.

Visit the Conference at a Glance link for a complete schedule or click on the sessions below for descriptions.

WASBO p-Card User Group Meeting

Does your district use the WASBO p-Card or are you considering implementation of a procurement card? New this year the p-Card User Group is being incorporated as part of the conference on March 15. Join us for sessions from 1-2 PM and 2:15-3:15 PM.

Additional Materials and Information

To register please sign in or click the create a new account link in the area to the right. If you are a WASBO member or 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.


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When
3/14/2018 7:00 AM - 3/15/2018 3:15 PM
Where
Madison Marriott West 1313 John Q Hammons Drive Madison

Program

   

Tuesday, 13 March 2018

 
Beat the lines Wednesday morning by picking up your registration materials Tuesday evening!
Time
7:00 PM - 8:30 PM
7:00 PM

Track
Networking
Time
7:00 PM - 8:30 PM
7:00 PM

Wednesday, 14 March 2018

 
Time
7:30 AM - 5:00 PM
7:30 AM

Time
7:30 AM - 8:30 AM
7:30 AM

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
Time
8:30 AM - 9:30 AM
8:30 AM

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.
Time
8:30 AM - 9:30 AM
8:30 AM

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.
Time
8:30 AM - 9:30 AM
8:30 AM

Review a variety of benefits choices available to Districts and how to account for them using the WUFAR system.
Time
8:30 AM - 9:30 AM
8:30 AM

Time
9:30 AM - 9:45 AM
9:30 AM

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
Time
9:45 AM - 10:45 AM
9:45 AM

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.
Time
9:45 AM - 10:45 AM
9:45 AM

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.
Time
9:45 AM - 10:45 AM
9:45 AM

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.
Time
9:45 AM - 10:45 AM
9:45 AM

Time
10:45 AM - 11:00 AM
10:45 AM

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
Time
11:00 AM - 12:00 PM
11:00 AM

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.
Time
11:00 AM - 12:00 PM
11:00 AM

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?
Time
11:00 AM - 12:00 PM
11:00 AM

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.
Time
11:00 AM - 12:00 PM
11:00 AM

Time
12:00 PM - 1:15 PM
12:00 PM

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
Time
1:15 PM - 2:15 PM
1:15 PM

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.
Time
1:15 PM - 2:15 PM
1:15 PM

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.
Time
1:15 PM - 2:15 PM
1:15 PM

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.
Time
1:15 PM - 2:15 PM
1:15 PM

Time
2:15 PM - 2:30 PM
2:15 PM

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
Time
2:30 PM - 3:30 PM
2:30 PM

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.
Time
2:30 PM - 3:30 PM
2:30 PM

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.
Time
2:30 PM - 3:30 PM
2:30 PM

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.
Time
2:30 PM - 3:30 PM
2:30 PM

Time
3:30 PM - 3:45 PM
3:30 PM

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
Time
3:45 PM - 4:45 PM
3:45 PM

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.
Time
3:45 PM - 4:45 PM
3:45 PM

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.
Time
3:45 PM - 4:45 PM
3:45 PM

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.
Time
3:45 PM - 4:45 PM
3:45 PM

Time
5:00 PM - 7:00 PM
5:00 PM

Thursday, 15 March 2018

 
Information related to a variety of school finance related topics, including:  Revenue Limit Energy Efficiency Exemption; WUFAR coding for Technology; Debt and Refinancing issues; ESSA School Level Expenditures Reporting; Pupil Transportation; updates related to the 2017-19 Biennial Budgets.
Time
8:00 AM - 9:30 AM
8:00 AM

Time
9:30 AM - 9:45 AM
9:30 AM

A complicated and complex topic, this session will break down the IDEA regulation that requires LEAs to maintain local spending amounts on special education in exchange for the IDEA grant funds. This introductory session will walk audience members through the four comparison tests, the data that is used within the tests, and the responsibilities of the LEAs if all four comparison tests are not met. This session will focus on the regulations and understanding MOE compliance with a brief overview of the application housed within WISEgrants.
Track
New Administrator/Year of Success
Time
9:45 AM - 10:45 AM
9:45 AM

In 2014, the Education Department General Administrative Regulations (EDGAR) were updated to incorporate the requirements of the Uniform Grant Guidance (2 CFR Part 200) which included new requirements for policies and procedures. This two-part session will walk through how an agency can go about updating and/or drafting their policies and procedures to ensure compliance.
Time
9:45 AM - 10:45 AM
9:45 AM

School business officials are tasked with understanding a wide variety of legal topics and are required to keep updated on these issues. The topics may include issues related to employee benefits, such as employee wellness programs and retirement benefits, which often raise significant legal considerations. Other topics may include issues concerning internal controls within a school district, such as fraud, conflict of interest, ethics, credit card use, and activity funds. This presentation will examine the legal concerns associated with these issues and will address various ways to ensure compliance, including implementation of policies and procedures.
Time
9:45 AM - 10:45 AM
9:45 AM

This session will provide information on administration and legal compliance for health care OPEB plan funding for active employees, early retirees and retirees who have qualified for Medicare.  Subtopics will include: - Prefunding retiree health care plans with deferred paid leave time and other options - Bridging early retirees to Medicare - Coordinating retiree and early retiree health care coverage with active employee fully funded and self-funded group health plans - HRAs. HSAs and other account-based design strategies – legal compliance and practical implications
Time
9:45 AM - 10:45 AM
9:45 AM

Time
10:45 AM - 11:00 AM
10:45 AM

The SAA’s fundamental approach to advocacy focuses on evidence-based education policy and growing our influence at the local school district level.  In this session, SAA Executive Director John Forester will discuss the results of this approach and how we can move forward in advocacy from here.  He will also recap the 2017-18 legislative session and preview the upcoming 2018 elections in Wisconsin.
Track
New Administrator/Year of Success
Time
11:00 AM - 12:00 PM
11:00 AM

In 2014, the Education Department General Administrative Regulations (EDGAR) were updated to incorporate the requirements of the Uniform Grant Guidance (2 CFR Part 200) which included new requirements for policies and procedures. This two-part session will walk through how an agency can go about updating and/or drafting their policies and procedures to ensure compliance.
Time
11:00 AM - 12:00 PM
11:00 AM

As a school district, you offer high quality benefit plans to help you attract and retain talent.  While most of your time is spent focusing on the quality, cost and value of those benefit plans, districts also need to be mindful of their compliance obligations. While professionals who administer benefits for their districts have spent a lot of time understanding and implementing the Affordable Care Act, your compliance requirements go deeper than just the ACA.  From required notices to administering COBRA, it’s vital that you remain compliant.   Please join us for this fundamental seminar focused on your general compliance requirements as we discuss the WHATs and WHYs of your notice and disclosure obligations.  Dylan Luer, Finance Product Specialist from Skyward, will briefly discuss how you can use their system to administer your Mandated Notice Forms obligations. This seminar will include COBRA, HIPAA, FMLA and other general disclosures.
Time
11:00 AM - 12:00 PM
11:00 AM

Workers Compensation basics for Wisconsin School Districts and strategies to help reduce your Workers Compensation premium.
Time
11:00 AM - 12:00 PM
11:00 AM

Time
12:00 PM - 1:00 PM
12:00 PM

This session will examine Special Revenue Trust Fund (Fund 21) and Agency Fund (Fund 60) and how they are administered.  Who is responsible for maintaining records and properly accounting for the activity within the special revenue trust funds and the agency funds (student activity funds and parent organization funds)?  Do I need separate accounts?  How does one handle gifts and donations that span multiple years?
Time
1:00 PM - 2:00 PM
1:00 PM

As a new business manager, you will need to communicate with a wide variety of audiences.  You will need to share fiscal or financial information with the general public, with your staff, with the school board, as well as administrative colleagues.  Very few of these audiences will have an understanding of the mill rate, debits and credits, tertiary aid (don’t even think about mentioning negative tertiary aid!), or the impact of TIF districts.  But they all understand paying taxes.  And sometimes, that means that they *think* they know school finance.  This session will help you develop effective strategies and tactics to avoid jargon, clear up misunderstandings, and effectively reach a variety of audiences as you communicate important fiscal information.
Track
New Administrator/Year of Success
Time
1:00 PM - 2:00 PM
1:00 PM

OPEB and Pensions are a hot topic for governments, as proven by the GASB's continued focus on these standards in the last few years. We will discuss the recent OPEB standards in comparison to the pension standards and the related impact on the financial statements. This session will start with a basic description of each plan, continue with the applicable disclosures required, and then end with a discussion of the assumptions and disclosures in the financial statements to help understand the reasons and background of the information presented. Anyone involved in process of preparing or reviewing financial statements will benefit from this session.
Time
1:00 PM - 2:00 PM
1:00 PM

WASBO has over 120 school districts participating in the Purchasing Card Program and together these districts generated over $42.1 million in purchasing volume and earned over $575,000 in rebates for fiscal year 2016-17.  In addition to the rebates, there are time savings to be generated through the efficiencies of the program. Join fellow WASBO p-Card users to learn how to maximize your use of the program and realize these efficiencies. For those new to the program or thinking about the program for their district, part 1 will be most useful. Part 2 will be a more in-depth look into Spend Dynamics. Both sessions will discuss the Skyward Component as well.
Time
1:00 PM - 2:00 PM
1:00 PM

Time
2:00 PM - 2:15 PM
2:00 PM

The School Business Offical is increasingly expected to act as the Chief Financial Officer of thier school district. As such, stakeholders are expecting the SBO to report on "company" performance. This session will show key points of a school districts annual meeting presentation highlighting the district's financial and academic performance and other key points for the community and board.
Time
2:15 PM - 3:15 PM
2:15 PM

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.
Time
2:15 PM - 3:15 PM
2:15 PM

WASBO has over 120 school districts participating in the Purchasing Card Program and together these districts generated over $42.1 million in purchasing volume and earned over $575,000 in rebates for fiscal year 2016-17.  In addition to the rebates, there are time savings to be generated through the efficiencies of the program. Join fellow WASBO p-Card users to learn how to maximize your use of the program and realize these efficiencies. For those new to the program or thinking about the program for their district, part 1 will be most useful. Part 2 will be a more in-depth look into Spend Dynamics. Both sessions will discuss the Skyward Component as well.
Time
2:15 PM - 3:15 PM
2:15 PM

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