2020 VIRTUAL New School Admin & Support Staff Conference

2020 VIRTUAL New School Admin & Support Staff Conference
Did you miss the live conference on September 15? You can still register to receive access to the recordings and session handouts!

To take advantage of access to the conference content from September 15, complete your registration below. You can also register for Year of Success to make sure you don't miss out on the rest of year! Make sure to complete your registration by October 15 to get access to the recordings for the New School Administrators & Support Staff Conference.

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. WASBO will provide the tools you need to hit the ground running as you support your district during this public health emergency. The 2020 New School Administrator & Support Staff Conference will be held virtually as a one-day conference with additional on demand learning to provide you with a sound introduction to the school business office.

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. Visit the educational session content to see what will be covered.

The New School Administrators & Support Staff Conference will be held virtually on September 15, 2020, 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. Virtual or in person registration at six conferences including New Administrator and Support Staff, Fall, Winter at a Glance, Federal Funding, Accounting and Spring Conferences. Additionally, you will receive recorded sessions from all conference presentations.
  2. On demand learning sessions providing timely information when you need it
  3. A mentor, to coach you through the challenges and the celebrations
  4. Virtual check ins to include updates from DPI, the legislative outlook, mentoring and your peers!

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 6/30/2021 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.



Tuesday, 15 September 2020

8:15 AM - 8:30 AM
9/15/2020 8:15 AM
This is one of the busiest times of the year for bookkeepers and business managers! This session will highlight the deadlines and reporting processes for those activities happening in the business office during the fall such as Third Friday counts, Revenue Limit calculations, notification of state aid, notification of property values, certifying the levy, filing the budget report and the annual report. We will review how to find things on the DPI School Financial Services website and where to go to file reports.
8:30 AM - 9:20 AM
9/15/2020 8:30 AM
9:20 AM - 9:30 AM
9/15/2020 9:20 AM
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.
9:30 AM - 10:20 AM
9/15/2020 9:30 AM
10:20 AM - 10:30 AM
9/15/2020 10:20 AM
“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.
10:30 AM - 11:20 AM
9/15/2020 10:30 AM
11:20 AM - 12:05 PM
9/15/2020 11:20 AM
Pay bills and issue payroll checks. Is that all? No! There’s more to the business office than cutting checks. Join us for an interactive session to develop an understanding of the many key functions for which the business office is responsible.
12:05 PM - 12:55 PM
9/15/2020 12:05 PM
12:55 PM - 1:05 PM
9/15/2020 12:55 PM
This session is geared towards business managers and district staff who are new to compiling/filing the District’s PI-1505 DPI Full Financial Annual Report. Curriculum will address the process of uploading data into the School Finance Reporting Portal (SAFR) 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.
1:05 PM - 1:55 PM
9/15/2020 1:05 PM
1:55 PM - 2:05 PM
9/15/2020 1:55 PM
Counting children is more than just counting the number of students receiving instruction. Your district’s membership reflects part-time students, open enrollment students, as well as 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 as well as your summer interim session classes’ information. We will review these reports and the procedures to do this correctly.
2:05 PM - 2:55 PM
9/15/2020 2:05 PM
On Demand Session
4:00 PM - 4:00 PM
9/15/2020 4:00 PM

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