2021 School Business Office Professionals Conference

Professional development designed for those who are responsible for bookkeeping, payroll, and administering human resources & benefits.

 

Your CESAs along with WASBO received positive feedback on last year’s Statewide School Business Office Professionals Conference. We have enhanced this year’s conference allowing for in person professional development at the Kalahari Resort and Conference Center. Day 1 features 3 tracks with sessions geared to finance, payroll and human resources and other duties as assigned! On Day 2 we will take a deeper dive into specific areas of your work such as Cash Reconciliation, a trip through the Google Suite and the Basics of Special Education Funding just to name a few. Bring your questions and computer to get the help you need.Plan to join us for both days!

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 and CESAs! We can all succeed when we learn from each other!

We thank the leadership from CESAs 3, 4, 5, 6, 7, 8 & 9 who collaborated to provide this exceptional learning opportunity!

A conference packed full of information school business office professionals will want to attend! With COVID protocols in place to provide a safe meeting space. WASBO standards for health and safety are intended to protect in-person conference attendees, their families, and the school communities we serve.  Federal requirements regarding COVID-19 are evolving and may impact local decision-making. WASBO will update requirements as needed. Learn more about our COVID-19 Safeguards.

Attire for the conference is business casual. We look forward to seeing you there!



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
12/9/2021 8:30 AM - 12/10/2021 3:00 PM
Central Standard Time
Where
Kalahari Convention Center 1305 Kalahari Drive Wisconsin Dells, WI 53965

Program

Wednesday, 08 December 2021

Description
Early Bird Registration
Time
6:00 PM - 8:00 PM
6:00 PM
Welcome Reception
Time
6:00 PM - 8:00 PM
6:00 PM

Thursday, 09 December 2021

Description
Registration
Time
8:00 AM - 4:00 PM
8:00 AM
Breakfast & General Session
Time
8:00 AM - 9:00 AM
8:00 AM
Morning Break
Time
9:00 AM - 9:15 AM
9:00 AM
Accounts Payable Best Practices
Time
9:15 AM - 10:05 AM
9:15 AM
Payroll Best Practices
Payroll is one of the most essential operations of the business office. This session will address ways to streamline processes, improve accuracy and correct mistakes. In addition we will show an example of how to verify that payroll is done correctly using data analytics. This session is designed for all experience levels.
Time
9:15 AM - 10:05 AM
9:15 AM
Accounting & Coding for Foodservice
This session will go over the accounting requirements for food service.  In addition to that the session will go over tips and tricks in the areas of expense savings and revenues.
Time
9:15 AM - 10:05 AM
9:15 AM
W2s & 1099s
Learn tips that can help make the end of year reporting less stressful. We will discuss who should receive 1099s and what information you will need to process them 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
10:20 AM - 11:10 AM
10:20 AM
WISEgrant Claims
Time
10:20 AM - 11:10 AM
10:20 AM
CESA Networking
Time
11:25 AM - 12:10 PM
11:25 AM
Lunch
Time
12:15 PM - 1:15 PM
12:15 PM
WISEdata Finance is Here, What's Next?
DPI’s final financial reporting cycle with the legacy SAFR system is (mostly) complete, and the transition to WISEdata Finance has begun. What should you be doing now? What can you expect to see over the coming months? Learn about what’s next with WISEdata Finance.
Time
1:15 PM - 2:05 PM
1:15 PM
Keeping Reported Info Up-To-Date Using WRS Earnings Reports
This Wisconsin Retirement System (WRS) session will assist employers in review of the reports found in the WRS Earnings Reports (On-going) Application. Employers are responsible for accurate and up-to-date reporting and reviewing the information contained within these reports and comparing it to payroll information on file can lead to a better overall annual reporting and reconciliation process.
Time
1:15 PM - 2:05 PM
1:15 PM
Preparing for the Audit
Take the stress out of your next audit. Learn from two former school auditors now school business officials on how they prepare for their audits. Learn tips and tricks and avoid auditor red flags to help make your audit go smoother and have the auditor on site for less time.
Time
2:20 PM - 3:10 PM
2:20 PM
Avoiding Traps in Admin of FMLA, ADA leave & Workers Comp
The intersection of the FMLA, the ADA, and Worker’s Compensation create significant legal and practical complexity.  In certain situations, all three of these laws are implicated in an employee’s leave of absence.  The goal of this presentation is to help you spot and avoid the traps created by the intersection of these laws.  An emphasis will be placed on navigating hypothetical situations so you can practice applying the law to real life examples.
Time
2:20 PM - 3:10 PM
2:20 PM
ESSER/GEER Funding Update
Time
2:20 PM - 3:10 PM
2:20 PM
The Cyber Insurance Crisis for Schools
Public schools have become a major target for cyber criminals. Experts believe that cyber insurance premiums could increase by 300-400% during the next 3-5 years, if insurance is even available. This presentation will examine the steps your district should take to prevent losses and maintain insurance coverage.
Time
3:25 PM - 4:15 PM
3:25 PM
New Hire Onboarding Best Practices
It’s more important than ever to have a strategic onboarding plan and to think differently about how to attract, hire, and retain good employees.  This session will highlight current labor market trends, define onboarding, provide examples to introduce your culture and expectations, and provide strategies for retention and re-recruiting of your best employees.
Time
3:25 PM - 4:15 PM
3:25 PM
Debt Management
We will take a walk through the basics of debt management. Areas discussed will include the concepts and terms, the issuance process, post issuance obligations and investing the bond proceeds. The session will also address who is involved and why their roles are important to the process.
Time
3:25 PM - 4:15 PM
3:25 PM
Networking Reception
Join us for an Ugly Sweater Party! Wear your favorite holiday look, the more creative the better! There will be a Toys for Tots Drive, please bring your new, unwrapped toy if you wish to donate. We'll draw for prizes at the end of our celebration!
Time
4:15 PM - 6:30 PM
4:15 PM

Friday, 10 December 2021

Description
Breakfast
Time
7:30 AM - 8:30 AM
7:30 AM
Welcome
Time
8:00 AM - 8:30 AM
8:00 AM
Cash Reconciliation
Having troubles reconciling your cash?  Don't know where to begin?  This session is designed to give you some keys to unlocking that puzzle.  We will go through the process of reconciling cash accounts from where to begin and troubleshooting.  Bring your computers and your cash reconciliations.  There will be time at the end to try and troubleshoot some of your reconciling issues.
Time
8:45 AM - 10:15 AM
8:45 AM
Google Suite Workshop for the Business Office
This session is geared for those who want to develop their skills within the Google suite. The focus will be primarily on Google Sheets. We will also show the power of the Google Omnibox (Google’s search box). Our goal is that you will walk away with 2-3 new ideas from each topic to help create efficiency in your day to day work. This session will provide you an opportunity to actively participate. Please bring a device and follow along.
Time
8:45 AM - 10:15 AM
8:45 AM
Balance Sheet 101
Bring your balance sheet for this interactive workshop!
Time
8:45 AM - 10:15 AM
8:45 AM
Insurance 101 - Different Business Insurances
This will be an overview of business insurance for schools (not including employee benefits). We will discuss the types of insurance purchased by schools and common claim scenarios. We will also touch on some cost savings measures and ways to reduce risk.
Time
10:30 AM - 12:00 PM
10:30 AM
Excel Workshop
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 helpful keyboard shortcuts, navigation tips, and formulas that will help you in the Business Office. 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
10:30 AM - 12:00 PM
10:30 AM
Basics of Special Education Funding
Time
10:30 AM - 12:00 PM
10:30 AM
Grab and Go Lunch
Time
12:00 PM - 12:30 PM
12:00 PM

Sign In