2019 WASBO Accounting Conference

2019 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 21. 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
3/20/2019 - 3/21/2019
Where
Kalahari Resort And Conference Center 1305 Kalahari Drive Wisconsin Dells, WI

Program

   

Tuesday, 19 March 2019

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

Wednesday, 20 March 2019

 
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

This session will provide attendees with a recap of pertinent legal developments over the course of the past year. . .with a twist. The presenters will not only include an overview of the latest developments from the state and federal courts and legislatures, but attendees will leave the presentation with the understanding of, and tools necessary for, how to navigate the latest legal challenges facing schools.
Time
8:30 AM - 9:30 AM
8:30 AM

School Business office personnel create, work with, distribute and store information about individuals in the process of completing many duties on a daily basis.  This workshop looks at some of these functions and discusses responsibilities as well as practical sense to maintain confidentially and privacy of individual information. The workshop touches on HIPAA, FERPA, McKinney-Vento Act, policies for other data and best practices.
Time
8:30 AM - 9:30 AM
8:30 AM

School districts are not immune to employee theft. Unfortunately this can happen to any school district no matter what procedures you have in place.  The presenters will share personal stories about their experiences with employee theft and also provide examples of best practices to protect your school district.  You will want to attend to this session to evaluate how protected your school district is.
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

How to account for a self-funded heath insurance plan, and some ideas for engaging staff in managing the plan.
Time
9:45 AM - 10:45 AM
9:45 AM

Has your auditor suggested that you refine your cash reconciliation  processes? Are your balance sheet accounts drawing attention from DPI? Do you have  multiple operating and investment accounts that are out of balance? Electronic transfers  causing errors? This presentation will include examples of cash reconciliation issues and offer  advice on how to best manage this responsibility so that entries are timely, errors are found  quickly, and records are accurate.
Time
9:45 AM - 10:45 AM
9:45 AM

More money flows through school offices than most people realize. How these funds are managed and accounted for is critical. Learn how one school district put in place effective policies and procedures to ensure funds are handled effectively, efficiently and with accountability. Learn what research says about principals' preparedness to handle the financial responsibilities of their jobs and take away valuable ideas for protecting your principals, their secretaries, the financial assets that pass through your school offices every day, and your district's reputation.
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

The session will focus on using data points to highlight not only the district's financial status, but also achievement status, comparable data and other key points for the public to know about the district.
Time
11:00 AM - 12:00 PM
11:00 AM

As a school district employee, you have many important tasks to take care of.  Skyward has an import Medicaid Cost File process that will assist you in filing your Medicaid Cost report each quarter as well as the annual report. While it is important you meet the deadlines and seek the Medicaid reimbursement, it is also vital that the data you report matches your human resources information.  When you use the Maintain Medicaid Cost Data option, you can extract the Medicaid Cost Data from the Payroll data and upload it into the Public Consulting Group (PCG) portal. Please join us for this tutorial focused on assisting you with efficiency and accuracy in your Medicaid SBS/MAC reporting.  Janelle Marotz, will walk you through step by step, how you can use the Skyward system to assist you in your Wisconsin State Medicaid Cost Reporting obligation.
Time
11:00 AM - 12:00 PM
11:00 AM

This presentation will provide an overview of the State of Wisconsin’s charitable gaming regulations; what licenses are needed for charitable gaming, and what record keeping needs to be retained by the licensed organization.
Time
11:00 AM - 12:00 PM
11:00 AM

Time
12:15 PM - 1:00 PM
12:15 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
1:15 PM - 2:15 PM
1:15 PM

You will learn the the ins and outs of transfer of service from the perspective of a Business Manager and a WI DPI School Finance Consultant.  Technical aspects of transfer of service will be covered.  Real world examples of who to claim and why you would claim them will also be covered. Plus much more.
Time
1:15 PM - 2:15 PM
1:15 PM

Over the past several years, building, facility and safety/security needs have required school districts to seek permission from the voters to exceed revenue limits.  These projects, commonly referred to as referendum projects, present a myriad of legal and practical challenges for school districts, as well as raise concerns regarding communications by schools to the communities they serve.  Join the attorneys from von Briesen & Roper, s.c., in a discussion of the anatomy of a referendum project from start to finish.  The discussion will include real-world insight as to how to best position your school district through the design and budget phase, into the referendum phase, through the borrowing phase, and ending up with the bid and build phase. Let us assist your district is dissecting the complex legal, practical, and political issues of your next referendum project.
Time
1:15 PM - 2:15 PM
1:15 PM

This session will include a walkthrough of the WUFAR coding for debt issuance and refinancing, cash defeasance, bid premiums, and remaining balances.  We will discuss and answer questions related to the 2017-18 changes for coding technology expenditures. We will also provide examples of other common inconstancies as a result of reviews of districts 1505 Full Annual reports and potential changes to WUFAR and technical guidance.
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

Maintaining a strong internal control system is important to your district, both from a financial reporting and grant compliance perspective.  Both large and small districts can struggle with ensuring duties are appropriately segregated without a strong understanding of incompatible duties.  This session will focus on using a segregation of duties matrix to properly segregate duties at your organization.
Time
2:30 PM - 3:30 PM
2:30 PM

This workshop provides a basic overview of employee benefits from life, disability and health insurance to 403(b), Flex and health savings/reimbursement plans.  We will walk through how benefits are structured, requirements under IRS regarding taxation or non-taxability of the benefits and some specific provisions of the plans that you should be aware of when looking at your District’s plans.
Time
2:30 PM - 3:30 PM
2:30 PM

Excel is an important tool in 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 intermediate Excel skills, with an emphasis on Pivot Tables.  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
2:30 PM - 3:30 PM
2:30 PM

Time
3:30 PM - 3:45 PM
3:30 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
3:45 PM - 4:45 PM
3:45 PM

This session provides insight on financial management of USDA school nutrition programs and the story behind the regulations. Discussion will include the How’s and Why’s of 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

This session provides a short legal overview and checklist every District Office should have.  Lynn Knight, Nekoosa School District will share her stories to help you understand the triggers that indicate you may be entering an FMLA, ADA or WC situation.  Opportunity is provided for you to decide “What would I do?” in response to scenarios, network with others and share your insights and experiences.
Time
3:45 PM - 4:45 PM
3:45 PM

This session will help you leverage the power of Google spreadsheets. Google spreadsheets can link to numerous applications allowing for easy data collection, data organization and work flows. Some specific areas covered will be spreadsheet formulas, transferring data from Google forms to Google sheets and using Google scripting for work flow. Additionally, we will show you a couple of ways to use spreadsheets to help communicate important information with your staff. The goal is that you will walk away with a couple of new ideas you can take back to your district that will allow you to save time.
Time
3:45 PM - 4:45 PM
3:45 PM

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

Thursday, 21 March 2019

 
Time
7:00 AM - 3:00 PM
7:00 AM

Time
7:00 AM - 8:00 AM
7:00 AM

Information related to a variety of school finance related topics, including:  ESSA School Level Expenditures Reporting; SAFR Next Generation; WUFAR coding for Technology; 2019-2021 Biennial Budget
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

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

Be sure to ask your questions by February 19th! Your questions will help to determine the panelists for this session. Fill out the survey here: https://www.surveymonkey.com/r/AC2019DPIQuestions.
Time
9:45 AM - 10:45 AM
9:45 AM

Learn from a business manager how he addressed significant issues entering a new school district.  Patrick will share specific concerns and the approach used to turn those issues around including examples of the successes that the District is now enjoying.
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

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

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

A look at the process of identifying the post-employment obligations, reporting to DPI and inclusion on the financial statements.  This will include a walk through the timeline, the steps to completing the process and how to make sure you have completed everything in an accurate and timely fashion.  We will walk through and answer the most common questions asked as well as answer questions posed by the audience.  Bring your questions and be prepared to receive clarity and confidence for future reporting.
Time
11:00 AM - 12:00 PM
11:00 AM

Time
12:15 PM - 1:00 PM
12:15 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
1:15 PM - 2:15 PM
1:15 PM

Perspectives in strategic finance and school and community relations through the lens of one of the largest one-year referendum turnarounds in Wisconsin history. Assistant Superintendent of Operations, Matt Spets, and Director of Communications, Brian Nicol, will guide session guests through the decision-making process, lessons learned, tipping points, and next steps for HSSD.     The session will provide a framework and guidance that school finance officials (and board members) can use to foster a collective understanding of Wisconsin school finance amongst a critical mass of a district's resident owners / taxpayers prior to a referendum.
Time
1:15 PM - 2:15 PM
1:15 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
1:15 PM - 2:15 PM
1:15 PM

WASBO has over 140 school districts participating in the Purchasing Card Program and together these districts generated over $50 million in purchasing volume and earned over $700,000 in rebates for fiscal year 2017-18.  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. Part 1 will cover what the online management system looks like, Spend Dynamics Basics as well as general Skyward set-up. Part 2 will delve into more advanced p-Card topics such as adding cards, pulling the extract from Spend Dynamics and managing those transactions in Skyward.
Time
1:15 PM - 2:15 PM
1:15 PM

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

Districts and other local education agencies (LEAs) have completed the first round of ESSA School Level Reporting with their 2018-19 budgets. This session will discuss the reasons behind this financial transparency requirement, review what we’ve learned over the past several months, and talk about what to expect with the next rounds of School Level Reporting.
Time
2:30 PM - 3:30 PM
2:30 PM

Each year the business office seems to have more to do, with the same number of people, and no additional time.  This session will highlight tips and tricks fellow business officials have used to navigate through these ever-increasing demands.  Ideas such as filing systems, organizational tools, communication strategies, etc. will be presented.  Come, share and take an idea or two back to your district!
Time
2:30 PM - 3:30 PM
2:30 PM

WASBO has over 140 school districts participating in the Purchasing Card Program and together these districts generated over $50 million in purchasing volume and earned over $700,000 in rebates for fiscal year 2017-18.  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. Part 1 will cover what the online management system looks like, Spend Dynamics Basics as well as general Skyward set-up. Part 2 will delve into more advanced p-Card topics such as adding cards, pulling the extract from Spend Dynamics and managing those transactions in Skyward.
Time
2:30 PM - 3:30 PM
2:30 PM

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