Make the most of your learning experience and begin networking at breakfast. After all breakfast is included with your registration.
7:00 AM
|
|
|
Take advantage of the Resource Area and learn more about the p-Card Program, UW-Whitewater and Visit Middleton.
8:00 AM
|
Studies show that, on average, organizations lose five percent of their revenue to fraud, and that governmental entities (like schools) are even more at risk. In this lively and entertaining presentation, Greg Kyte delves into real-life cautionary tales of fraud and shows how you can increase your chances of avoiding a similar fate. Greg Kyte is the co-creator of the wildly moderately successful true crime podcast Oh My Fraud. He's both a licensed CPA and a standup comedian. He's been performing standup comedy for over two decades. He even had the privilege of being the opening act for Weird Al Yankovic.
8:00 AM
|
|
|
Review upcoming DPI School Finance Team report due dates and critical activities for the spring months ahead, including making adjustments to your budgeted information as part of WISEdata. Learn where to find pertinent information on the SFS Team’s website.
9:25 AM
|
Have you heard of the Community Eligibility Provision (CEP) and wondered if your school or district could participate? CEP is a non-pricing meal service option that allows qualifying schools and districts to serve breakfast and lunch at no cost to all enrolled students without collecting household applications. This session provides an overview of CEP. It discusses how to qualify to participate in CEP, how to determine if CEP is a good fit, and how to apply. Frequently asked questions on CEP will be addressed as well. This presentation is primarily targeted at schools and districts considering applying for CEP. It may also help current CEP participants deepen their understanding of this special provision option.
9:25 AM
|
Local Education Agencies deal with many different types of audits – among them: financial, single audit and DPI annual report reviews. This session will review some of the recent changes to financial audit procedures, upcoming changes related to the single audit and common issues that DPI has seen in its most recent review cycle. This session will also go over some reminders for successful reporting within the new WISEdata Finance systems.
9:25 AM
|
The DPI School Financial Services Team (SFS) will walk through each step of the Revenue Limit Worksheet to explain the components of the Revenue Limit and what is outside of the Revenue Limit. The goal is to ensure that business officers understand where the data comes from and the relationship between the current year and budget planning. In addition, DPI will provide an overview of additional tools on the DPI SFS website.
9:25 AM
|
Visit the Resource Area and/or donate to Feeding America!
10:15 AM
|
Learn from a former school district auditor, now School District Business Official. Are you looking to reduce the amount of journal entries you receive from the auditors, questions from the auditors, and the time they are at your office? This session will give you the tools to assist the Business Manager to feel completely prepared for their Annual Audit.
10:25 AM
|
So, your school board has decided to put an operating referendum on the November ballot because additional operating funds are needed for the current school year and beyond…. Now what? If you are wondering how to meet referendum resolution, ballot filing and budget hearing publication deadlines, setting the tax levy and adopting an original budget on or before November 1st and certifying the levy to municipalities by November 10th when referendum results are not known until after the November election date, do not fear! This is the session for you! This session will first walk you through an understanding of non-recurring vs. recurring operational referendums, operating referendum legal requirements and the timeline of legal steps needed for the November election. Then, we will delve into the work needed to prepare for the results of a successful or an unsuccessful referendum while still meeting the “before election date” deadlines for approval of the original budget and setting the tax levy.
10:25 AM
|
Mike Barry, WASBO's Executive Director, will assess the current state of Wisconsin school finance, including a review of the 2023-25 state budget for public education and a look ahead at emerging issues for the next state biennial budget.
10:25 AM
|
Stay for Part 2 as the DPI School Financial Services Team (SFS) reviews each section of the Equalization Aid Worksheet. DPI will share how the formula works including shared cost, guarantees, values, and how aid impacts the tax levy. In addition, DPI will provide an overview of additional tools on the DPI SFS website.
10:25 AM
|
Continue your networking at lunch. As part of a short program we will recognize Pam Drews from the Canbria-Friesland School District. Pam is the 2023 School Business Office Professional of the Year. Pam would typically be recognized at the SBOP Conference in December however she was unable to attend and we have the honor of celebrating her exceptional work at this conference!
11:15 AM
|
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.
12:15 PM
|
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.
12:15 PM
|
Join us as we outline the potential impacts of GASB Statements 100 through 102 on your District! This session will provide attendees with the information and confidence that they need to tackle the implementation process for GASB 100: Accounting Changes and Error Corrections, GASB 101: Compensated Absences, and GASB 102: Certain Risk Disclosures.
12:15 PM
|
Do we really need checklists to do payroll? Why do I have to do re-work that the system is already processing? What kind of checklists do I need? These are all questions we ask as payroll professionals or are asked of us by our co-workers. By having checklists, this helps us to ensure that all employees are paid correctly and on time. Errors in payroll often create more work for the payroll department and by utilizing checklists, this will help to eliminate the off-cycle or rework. We will discuss and go through processes to set up a checklist for each payroll, off-cycle payrolls, as well as for monthly, quarterly, and year-end work that we in payroll need. Tips and tricks as well as examples of checklists will be provided. After attending this seminar, payroll professionals will be able to take back with them ideas to help streamline and make a more efficient payroll process for their team.
12:15 PM
|
Visit the Resource Area and/or donate to Feeding America!
1:05 PM
|
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.
1:15 PM
|
The DPI School Financial Services Team (SFS) will review the eligibility requirements, timelines, and process for requesting a Transfer of Service Exemption. DPI will also share answers to frequently asked questions and examples of allowable requests.
1:15 PM
|
Artificial intelligence is a powerful tool that we can leverage to help make our jobs easier. In this session, we'll give an overview of some of the tools available to you in the business office, how you can use them to make your job and life more efficient. Some examples include large language models such as Google Bard / Chat GPT, Google Workspaces's embedded AI tool called Google Duet, and more.
1:15 PM
|
During this session, a member of the Skyward State and Federal Compliance team will be discussing tips and tricks to successfully maintaining and submitting your financial data to DPI via the WISEdata (Ed-Fi) Finance process in both Skyward’s SMS and Qmlativ software suites.
1:15 PM
|
Visit the Resource Area and/or donate to Feeding America!
2:05 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.
2:15 PM
|
Districts are asking their communities to approve referendums now more than ever. 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. It will also give participants a review of proper coding and accounting for various debt transactions in your school accounting software. In addition, it will provide business office personnel the basics, tools, and timelines for success.
2:15 PM
|
Fund 80 is used to account for activities such as adult education, community recreation programs such as evening swimming pool operation and softball leagues, elderly food service programs, non-special education preschool, day care services and other programs which are not elementary and secondary educational programs but have the primary function of serving the community. This presentation will inform attendees about the program, how it operates, and requirements when considering its use.
2:15 PM
|
|
|
Visit the Resource Area and/or donate to Feeding America!
3:05 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.
3:15 PM
|
Communicating and Investing in the Strategic Alignment of Academics and Finances. With allowable revenue increases not keeping pace with inflation and the sunset of ESSER funding, most districts in Wisconsin are facing the dreaded fiscal cliff and an operational referendum on the horizon. This time calls for communicating the circumstances your district is facing both internally and externally while realigning programs and services towards your strategic plan and abandoning those that are not producing results. It will be necessary to meet budget shortfalls while at the same time ensuring that the remaining budget is invested in those programs and services that are successful. This session will focus on communicating your financial situation and leveraging your budget to enact your district’s strategic plan. Free tools and resources from the GFOA’s Smarter School Spending Framework will be shared and linked to how they might help your district succeed in this time of declining resources and increasing demand for student performance and accountability.
3:15 PM
|
|
|
Join your peers as they share how they are managing their overall property tax levy including recent changes to the school levy credit.
3:15 PM
|
Enjoy appetizers, beverages and a few games of trivia! Participate to win prizes!
4:05 PM
|