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Visit the Resource Area for one-on-one assistance with the p-Card program and Spend Dynamics. Holly Wallace from Illinois ASBO will be available to answer questions! Additionally, there are two sessions (Part 1 and Part 2) scheduled Thursday afternoon beginning at 12:30 PM. You can also find information on the UW Whitewater Program from Program Coordinator, John Smith, as well as materials for upcoming WASBO professional development opportunities.
8:00 AM
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Integrity is essential for living lives of purpose and impact and building teams founded on trust and commitment. This presentation answers four key questions: (1) What do we mean by integrity? (2) What does integrity look like in action? (3) How does a leader maintain his or her integrity, particularly in challenging circumstances? and (4) How does a leader create an organizational climate of integrity?
8:00 AM
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DPI staff will be on-site to answer your WISEdata Finance and WiSFiP Financial Reporting Questions! Feel free to stop in during any of the scheduled times. No appointments needed!
9:25 AM
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Review upcoming DPI School Finance Team report due dates and critical activities for the spring months ahead, including making adjustments to your 2021-22 budgeted information as part of WISEdata. Learn where to find pertinent information on the SFS Team’s website.
9:25 AM
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The session will cover the latest adventure that GASB brought forward with GASB 96. It will include a discussion on what the new GASB 96 standard is, what are subscription-based IT arrangements (SBITAs), how it will impact the School District’s financial statements for the 2023 audit, and how to prepare for it before the audit this year.
9:25 AM
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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.
9:25 AM
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This session aims to educate on the scope and timeline of the school district audit process. We’ll discuss best practices to prepare for the audit, third party uses of the audit, who to involve in the audit process from within the school district, single audit and financial audit common findings and ways to overcome them, SEFA preparation, and how to prepare for GASB 96. Throughout these topics we will provide tips and tricks that we’ve learned over the years to set the district up on the best foot forward heading into their audit.
9:25 AM
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DPI staff will be on-site to answer your WISEdata Finance and WiSFiP Financial Reporting Questions! Feel free to stop in during any of the scheduled times. No appointments needed!
10:25 AM
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Are you a new business manager who has never been through a single audit, a business manager who is at a district that has never been through a single audit, or a business manager that has been through a single audit but it was years ago? This session will go through the basics of the single audit process and the additional audit procedures expected in addition to the traditional audit procedures. This will be a broad overview of what districts can expect when going through a single audit. We will not get into specifics of individual programs since programs tested at each district will differ.
10:25 AM
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Learn how two districts have begun the process of going cashless for transactions like athletic tickets sales, concessions, fundraising, etc. Much of this session will be interactive with the audience so we can learn from others on this emerging topic.
10:25 AM
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Communicating budgetary information with budget authorities can be difficult. In this session we review ways to convert financial reports into a more user-friendly format through Google Sheets. Attendees will leave the session with a draft dashboard which they may take back to their districts and use for their own budget communications.
10:25 AM
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In April, 67 districts will ask 81 referendum questions (source Department of Public Instruction 3-2-2023). Many more will seek referendum approval in 2024 and beyond. This session will review the referendum process starting with referendum timing and legal requirements, and ending with post-referendum accounting, including arbitrage rules of referendum spending. This session will provide business office personnel the basics, tools, and timelines for success.
10:25 AM
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This year, Wisconsin schools will split over $468 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? This session will address these questions and walk through the what, how, and why of the state Special Education Audit Program.
12:00 PM
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The School District of Fort Atkinson has been a member of the GFOA's Alliance for Excellence in School Budgeting since 2015. Since adopting the model and working through implementation there have been some successes and some stumbles. This session will share some of those successes and stumbles as well as some practical applications, materials, and how AROI has become part of the current strategic plan. No matter what kind of budget process you might have in place in your district, there will be some takeaways for you to consider implementing in your own district.
12:00 PM
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Join us to learn how to utilize internal controls to maximize fraud protection and keep your accounts safe.
12:00 PM
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This DPI Help Desk Session is CANCELLED! Please attend one of the other times!
1:00 PM
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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.
1:00 PM
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Recent moves by the fed have driven many districts to the attractive investment yields of the US Treasury market. While there is added flexibility and competitive yields to be found with UST, many are new to the accounting methodologies behind these investments including mark-to-market investments required at fiscal year-end. We will explore the accounting methodologies needed, dissect the sale and lifespan of a security, and discuss market expectations so that you can be best prepared to not only serve your district, but provide for it.
1:00 PM
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Learn about the funding impacts related to private school vouchers. Current law requires the Department of Public Instruction to reduce a district’s general school aids payment to cover the state’s cost to fund certain private school vouchers. School boards generally increase property taxes to replace the loss of general school aids. What does your school board do to manage the loss of general school aids?
1:00 PM
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This workshop will walk through different scenarios regarding the Fund 73 trust including implementing a trust, changing benefit related to trust funding, adding a trust account and dissolving a trust. The workshop will discuss the steps involved in each situation and the accounting entries and changes in accounting entries related to these situations.
1:00 PM
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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.
2:00 PM
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The sole source of state funding dedicated to K-12 libraries is the distribution of income generated by investment of the Common School Fund, which was established in the Wisconsin Constitution in 1848.
BCPL Chief Investment Officer Richard Sneider will provide a history of the Common School Fund (CSF) and recent growth in CSF investments and distributions. Please come and join an open discussion of potential issues facing the future of CSF distributions.
2:00 PM
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Actuarial valuations are required to be completed every two years with table updates provided in the “off” year. Since this is not something that is used on a regular basis by the District, you may find yourself asking your actuary a similar question each year; and you are not alone! Attending the session will broaden your valuation knowledge, by obtaining the top 10 frequently asked questions from implicit rate subsidy, and census counts, to funding your benefit/ using the ADC. We will provide you with our Top 10 handout which includes important information that will be useful during your next valuation or audit.
2:00 PM
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DPI staff will be on-site to answer your WISEdata Finance and WiSFiP Financial Reporting Questions! Feel free to stop in during any of the scheduled times. No appointments needed!
3:00 PM
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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.
3:00 PM
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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.
3:00 PM
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The common understanding is that the relationship between 3rd Friday student count and per pupil amount is a linear correlation. Increasingly though this isn’t true. Since 2017-2018 the number of district receiving a declining enrollment exemption has increased from less than ½ to nearly ¾ of all districts. Along with this, the total exempted dollars has increased 127%. There’s a 75% chance your district is receiving declining enrollment and if so, likely also the “double whammy” of a hold harmless exemption. In this session learn how declining enrollment is shifting the funding landscape of the entire state and how it impacts your district’s revenue.
3:00 PM
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This session is cancelled. Please attend another session.
3:00 PM
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