NYSASBO's Spring 2010 Program of Workshops, On-Line Courses, and Webinars

NYSASBO is pleased to announce its Spring 2010 program of workshops, on-line courses, and webinars from the New York State School Business Management Institute.

View NYSASBO's Events Calendar

 

Financial Resource Management

Grants Finance Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

Fiscal management of grants is a critical element in securing future funding and accurately reporting the required elements necessary for state and federal grants. Your financial reporting obligations are substantial and must be executed with accuracy and attention to detail. This is your opportunity to learn from two experienced individuals who have managed millions of dollars in state and federal grants. All the critical fiscal and accounting aspects of grants management will be reviewed along with critical items that cause audit concerns and non-allowances of funding.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

FRM900-1002. Grants Finance Webinar Register On-Line
Date: 1/21/2010
Location: Webinar
Presenter: Harry Hadjioannou, CPA,  Assistant Superintendent for Business and Financial Services, Questar III BOCES and Starr Pombrio, CPA, Treasurer, Questar III BOCES. 

 

Behind the Scenes of Accounts Payable Workshop
Institute Hours: 3 Professional Standard: Financial Resource Management
CPE Hours: 3

Ever wonder why some of the accounting processes you do are necessary? Do you know what auditors are looking for? Some practices and processes are required by law and others just make it easier to populate year-end reports. In this half-day workshop, you will get the big picture view of your school district’s accounts payable process. You will also become familiar with New York State laws as well as the details needed to accurately process accounts. Don’t miss this chance to get answers to your questions and share best practices that can make your job easier.

Fee: Member: $80 /Non-Member $110

Program Notes:
Registration: 12:30 p.m., Program 1:00 p.m. to 4:00 p.m.

Dates, Locations, Presenters:

FRM900-1003. Behind the Scenes of Accounts Payable Workshop Register On-Line
Date: 1/28/2010
Location: Nassau BOCES, Westbury
Presenter: Angela Pierce, Assistant Business Manager, SBA, Syosset CSD

 

STAC and Accountability for
Parentally Placed Special Education Private School Students Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

This webinar is a review of the key elements of the STAC process including a STAC time line, how to assess if  STAC forms are getting filed and correct filing practices.  State aid reporting of parentally placed special education students attending non-public schools within your district will also be discussed. As this information originates with the special education department, it is recommended that both business office and CSE office staff participate in this webinar to receive maximum benefit to your district.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

FRM900-1004. Accountability for Parentally Placed Special Education Private School Students Webinar Register On-Line
Date: 2/9/2010
Location: Webinar
Presenter: Lisa Cardinale, Edgewater Consulting, LLC

 

Sales Tax Reporting Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

Most items purchased by school districts are non-taxable. However, there are some items that are taxable and can cause financial headaches for those who record them and report them. If this is you or you supervise this area, this webinar is for you. You will learn what forms to use and how to obtain them, when the forms are due, how to get a tax ID number, who is entitled to use the tax ID number and what it can be used for. Various reporting errors noted by the sales tax department and how to avoid them will also be discussed.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

FRM900-1005. Sales Tax Reporting Webinar Register On-Line
Date: 3/9/2010
Location: Webinar
Presenter: Jamie Johnston and Anthony Salerno, Sales Tax Instruction and Exempt Organizations, NYS Department of Tax and Finance.

 

IRS Auditing and Expectations Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

What does the IRS look for when doing a school district audit?  What's the difference between an exam and a compliance check? What resources and documents pertaining to your federal programs do you need to provide to the revenue agent? What can trigger an exam? How long will the audit take? When will you get your results? These questions will be answered, and a number of the most recent and frequent non-compliance areas found in school district exams will be discussed to help you avoid making the same mistakes.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

FRM900-1006. IRS Auditing and Expectations Webinar Register On-Line
Date: 3/22/2010
Location: Webinar
Presenter: Diane Morse, Field Service Local Government Agent, Internal Revenue Service

 

Accounting II Workshop
Institute Hours: 10 Professional Standard: Financial Resource Management
CPE: 12

This is the workshop to attend to learn or get a refresher in fund accounting—the basis of school district accounting. In this day-and-a-half workshop we will cover sound accounting practices in the areas of Capital Project Accounting, TRS Accruals, Recording Compensated Absences, Capital Leases, the Depreciation of Fixed Assets, and much more. This workshop is essential for School Business Officials, School District Treasurers, Superintendents, and School Board members.

Fee: Member $200/Non-Member: $320

Program Notes:
Day 1: Registration 12:30 p.m., Program 1:00 p.m. -- 4:30 p.m.
Day 2: Registration 8:00 a.m., Program 8:30 a.m. – 4:30 p.m.

Dates, Locations, Presenters:

FRM201-1001. Accounting II Workshop Register On-Line
Dates: 3/25/2010-3/26/2010
Location: Hilton Garden Inn, Saratoga Springs
Presenter: Ronald Finch, Emeritus School Business Professional

FRM201-1002. Accounting II Workshop Register On-Line
Dates: 4/8/2010-4/9/2010
Location: Ormsby Education Center, East Aurora
Presenter: Kerin Dumphrey, School Business Executive, Niagara Wheatfield CSD

FRM201-1003. Accounting II Workshop Register On-Line
Dates: 4/8/2010-4/9/2010
Location: Hewes Educational Center, Ashville
Presenter: Kerin Dumphrey, School Business Executive, Niagara Wheatfield CSD

FRM201-1004. Accounting II Workshop Register On-Line
Dates: 4/21/2010-4/22/2010
Location: St. Lawrence/Lewis BOCES, Ogdensburg
Presenter: Tim Hilker, District Treasurer, Niagara Wheatfield CSD

FRM201-1005. Accounting II Workshop Register On-Line
Dates: 4/22/2010-4/23/2010
Location: Nassau BOCES, Merrick Avenue, Westbury
Presenter: Vincent D’Amico, Assistant Business Manager, Massapequa UFSD

FRM201-1006. Accounting II Workshop Register On-Line
Dates: 4/29/2010-4/30/2010
Location: DCMO BOCES, Norwich
Presenter: Priscilla Wightman, Associate Professor of Accounting, Hartwick College, Chair, NYSSCPA's Public Sector Oversight Committee

FRM201-1007. Accounting II Workshop Register On-Line
Dates: 5/10/2010-5/11/2010
NEW Location: SUNY New Paltz Campus
Hawk Drive Student Union Building, Room 418, New Paltz, NY 12561
Presenter: Ronald Finch, Emeritus School Business Professional

 

Accounting III Workshop
Institute Hours: 10 Professional Standard: Financial Resource Management
CPE: 12

Closing the books and preparing your own financial statements are the focus of this day-and-a-half workshop. In this workshop you will review the sample trial balances for the General, Special Aid, School Lunch, Capital Projects, Trust & Agency, and Private Purpose Trust funds of a school district to determine that they are complete. Through the use of a sample school district, we will prepare closing entries and a sample ST-3. Using the completed ST-3, we will generate a set of GASB 34 compliant financial statements. This course will be hands-on, so bring a calculator with you. Upon completion of this course, you will walk away with a better understanding of the closing process and a template for preparing your own financial statements.

Fee: Member $200/Non-Member: $320

Program Notes:
Day 1: Registration 12:30 p.m., Program 1:00 p.m. – 4:30 p.m.
Day 2: Registration 8:00 a.m., Program 8:30 a.m. – 4:30 p.m.

Dates, Locations, Presenters:

FRM203-1001. Accounting III Workshop Register On-Line
Dates: 6/23/2010-6/24/2010
Location: Nassau BOCES, Robert E. Lupinskie Center for Curriculum, 1 Merrick Road, Westbury, NY 11590
Presenter: Vincent D’Amico, Assistant Business Manager, Massapeqa UFSD

 

Financial Management, Auditing, and Accounting Workshop
Institute Hours: 8  Professional Standard: Financial Resource Management
CPE Hours: 8

This popular annual seminar series, provided in cooperation with the State Education Department, the Office of the State Comptroller, and members of the Public Schools Committee of the NYS Society of CPAs, is designed to keep both School Business Officials and auditors of public schools up-to-date on issues affecting the financial operations and reporting requirements of public schools in New York State.

With the fiscal changes taking place, it is important for business officials and school district auditors to stay abreast of changes affecting the profession. If you audit school districts or have financial management responsibility in a school district, this seminar is essential.

Fee: Member $150/Non-Member: $180

Program Notes:
Registration 8:00 a.m., Program 8:30 a.m. – 4:30 p.m.

Dates, Locations, and Presenters:

FMAA-1001. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 5/25/2010
Location: Long Island Sheraton, Smithtown
Presenters: SED, OSC, and Auditors

FMAA-1002. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 5/26/2010
Location: Holiday Inn, Suffern
Presenters: SED, OSC, and Auditors

FMAA-1003. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 5/27/2010
Location: Marriott Hotel, Albany
Presenters: SED, OSC, and Auditors

FMAA-1004. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 6/24/2010
Location: Holiday Inn, 8250 Park Road, Batavia, NY 14020
Presenters: SED, OSC, and Auditors

FMAA-1005. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 6/16/2010
Location: Doubletree Hotel, Syracuse
Presenters: SED, OSC, and Auditors

FMAA-1006. Financial Management, Auditing, and Accounting Workshop Register On-Line
Dates: 6/17/2010
Location: High Peaks Resort, Lake Placid
Presenters: SED, OSC, and Auditors

 

General Principles of School Finance On-Line Course
Institute Hours: 6 Professional Standard: Financial Resource Management

In these times of economic and financial mayhem, a firm understanding of the general principles of school finance is more important than ever. Times of economic crisis and the associated response from both federal and state agencies requires prompt reaction from school business offices.  In this course, you will uncover principles of school finance through an examination of the roots of the current economic crisis, learn best practices for assessing the impact of the economy on districts, and discover methods to communicate financial action plans to those charged with governance.

Fee: Member: $165/Non-Member: $240

Program Notes:

FOR NYSASBO MEMBERS:
EARN MORE INSTITUTE HOURS AND SAVE WITH THIS ON-LINE COURSE!
Your registration fee for this on-line course includes registrations for three webinars at no additional cost. You can register for these three webinars separately at a total cost of $240, or if you are a NYSASBO member, you can register for this course, earn 1.5 additional Institute hours, and save $75!

Participants should schedule time to participate in the following live webinars included in your registration for this course:

Understanding the Roots of the Crisis, 6/1/2010, 2:00 p.m. - 3:30 p.m.
Crisis Response: Fundamental Cost Analysis, 6/11/2010, 2:00 p.m. – 3:30 p.m.
Communicating with Your Superintendent and Board, 6/22/2010, 2:00 p.m. – 3:30 p.m.

Course participants will also be required to report and evaluate their favorite information sources and cost sharing techniques, and share their current and future plan for communicating financial information.

On-line course instructions, announcements, forum discussions, and any other course activities take place on this on-line course's web page. Once the course is open, registrants can access this course's web page through a link in NYSASBO's Virtual Conference Room at http://www.nysasbo.org/conferenceroom. Registrants will receive an e-mail notifying them that the course is open and accessible.

Dates, Locations, Presenters:

FRM200-1001. General Principles of School Finance On-Line Course Register On-Line
Dates: 6/1/10 – 6/30/10
Location: On-Line
Presenters: Kerin Dumphrey, School Business Executive, and Tim Hilker, District Treasurer, Niagara-Wheatfield CSD

 

Understanding the Roots of the Crisis Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management

Times of economic crisis and the associated response from both federal and state agencies requires prompt reaction from school business offices.  This webinar will discuss a variety of sources of economic data and their associated cost/benefits to school districts. What will impact you the most and how to lessen the impact will be stressed.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the General Principles of School Finance on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FRM900-1007. Understanding the Roots of the Crisis Register On-Line
Date: 6/1/2010
Location: Webinar
Presenter:  Kerin Dumphrey, School Business Executive, and Tim Hilker, District Treasurer, Niagara-Wheatfield CSD

 

Crisis Response: Fundamental Cost Analysis Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

Doing more with less has been the fiscal theme and it continues to be so.  In this webinar you will experience an overview of district alternatives for cost reductions/savings, for example: identification of fixed vs. variable costs; controllable vs. non controllable costs; systems to ensure timely payment of costs (not too soon or too late!); cost allocations to multiple programs; and allowable costs under grant programs.  This webinar will provide techniques you may not be using, but putting some of those techniques to use could provide savings to your district.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the General Principles of School Finance on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FRM900-1008. Crisis Response: Fundamental Cost Analysis Register On-Line
Date: 6/11/2010
Location: Webinar
Presenter: Kerin Dumphrey, School Business Executive, and Tim Hilker, District Treasurer, Niagara-Wheatfield CSD

 

Communicating with Your Superintendent and Board Webinar
Institute Hours: 1.5 Professional Standard: Financial Resource Management

Trust and credibility with your superintendent and board is critical, especially when facing  hard  fiscal decisions. This webinar will focus on examples of reports to superintendents and boards that highlight the impact of the economy- reduced revenues, limited cash flows, increased cost of borrowing, cost reductions-from both an economic and program perspective.  The development of time lines for anticipation and response to economic forces will also be discussed.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the General Principles of School Finance on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FRM900-1009. Communicating with Your Superintendent and Board Register On-Line
Date: 6/22/2010
Location: Webinar
Presenter:  Kerin Dumphrey, School Business Executive, and Tim Hilker, District Treasurer, Niagara-Wheatfield CSD

 

The Educational Enterprise

Organization and Administration On-Line Course
Institute Hours: 6 Professional Standard: Educational Enterprise

Is your school district organized efficiently to get the most productivity out of each employee? What steps are needed to make the changes for better productivity?
In this on-line course you will discuss and investigate the organization and administration of a school district. You will review organizational charts, job descriptions, and procedure manuals currently used and determine if they meet the school district's needs. You will analyze strategic planning and efficient use of school personnel. Additionally, you will connect school culture with the political and business environment of the district, and identify special interest groups and strategies for dealing with them.

Fee: Member: $165/Non-Member: $240

Program Notes:

FOR NYSASBO MEMBERS:
EARN MORE INSTITUTE HOURS AND SAVE WITH THIS ON-LINE COURSE!
Your registration fee for this on-line course includes registrations for three webinars at no additional cost. You can register for these three webinars separately at a total cost of $240, or if you are a NYSASBO member, you can register for this course, earn 1.5 additional Institute hours, and save $75!

Participants should schedule time to participate in the following live webinars included in your registration for this course:

The Effective Business Office, 1/15/2010, 2:00 p.m. - 3:30 p.m.
Special Interest Groups: What Part of the Community are They?, 1/26/2010, 2:00 p.m. - 3:30 p.m.
Failing to Plan is Planning to Fail, 2/4/2010, 2:00 p.m. - 3:30 p.m.

Course participants will also be required to report on and evaluate their district's job descriptions, organizational chart, district calendar, procedure manual format and strategic plan or planning process. Additionally, participants will share the influence of special interest groups on educational policy.

On-line course instructions, announcements, forum discussions, and any other course activities take place on this on-line course's web page. Once the course is open, registrants can access this course's web page through a link in NYSASBO's Virtual Conference Room at http://www.nysasbo.org/conferenceroom. Registrants will receive an e-mail notifying them that the course is open and accessible.

Dates, Locations, and Presenters:

EDE100-1001. Organization and Administration On-Line Course Register On-Line
Dates: 1/1/10 – 2/12/10
Location: On-Line
Presenters: Michael SanAngelo, Assistant Superintendent, Schenectady City SD and Peter Weber, Assistant Superintendent for Business, Hewlett-Woodmere UFSD

 

The Effective Business Office Webinar
Institute Hours: 1.5 Professional Standard: Educational Enterprise

Using organizational charts, job descriptions, and procedure manuals, this webinar will allow the business official and staff to revisit all of the various office functions and processes. It is an opportunity to question things that have always been done “that way” and find opportunities to streamline work flow to operate more efficiently. If a staff member is out, others need to know who to contact and what must be done to get the work accomplished until the staff member returns. You cannot meet the mission of supporting students and staff if it is unsure what has to be done or if you are not ready to empower other staff members to contribute their time and effort when necessary. 

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Organization and Administration on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

EDE900-1001. The Effective Business Office Register On-Line
Date: 1/15/2010
Location: Webinar
Presenter: Michael SanAngelo, Assistant Superintendent, Schenectady City SD and Peter Weber, Assistant Superintendent for Business, Hewlett-Woodmere UFSD

 

Special Interest Groups: What Part of the Community are They? Webinar
Institute Hours: 1.5 Professional Standard: Educational Enterprise

Special interest groups are an integral part of the education enterprise. Learn to define and identify groups within your district and their ability to affect policy decisions. Best practices for interacting with these groups will be discussed.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Organization and Administration on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

EDE900-1003. Special Interest Groups: What Part of the Community are They? Register On-Line
Date: 1/26/2010
Location: Webinar
Presenter: Michael SanAngelo, Assistant Superintendent, Schenectady City SD and Peter Weber, Assistant Superintendent for Business, Hewlett-Woodmere UFSD

 

Failing to Plan is Planning to Fail Webinar
Institute Hours: 1.5 Professional Standard: Educational Enterprise

Strategic planning is a vital process for school districts. Learn the major aspects of a well defined strategic plan and its use in managing the district. Revisit how a plan is the foundation needed for allocating shrinking resources and personnel for success.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Organization and Administration on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

EDE900-1002. Failing to Plan is Planning to Fail Register On-Line
Date: 2/4/2010
Location: Webinar
Presenter: Michael SanAngelo, Assistant Superintendent, Schenectady City SD and Peter Weber, Assistant Superintendent for Business, Hewlett-Woodmere UFSD

 

 

Facility Management

Capital Construction Projects On-Line Course
Institute Hours: 6 Professional Standard: Facility Management

Details, details, details: knowing them, knowing the rules, and following through are the keys to a successful capital project. In this on-line course you will gain an understanding of the SED process for facilities planning and state aid and financing capital projects. You will learn the importance of public relations before, during, and after the capital construction project. Other topics addressed are referendum planning, RFPs for architects, construction managers, etc., record-keeping, health and safety issues, insurance issues, project time lines and scheduling, bidding and contracts, long and short-term financing, maturities and debt payments, long-range capital programs, investments, reporting, bond and note register, debt service payment procedures, local bonding credit data-bond prospectus, and short-term debt management.

Fee: Member: $165/Non-Member: $240

Program Notes:

FOR NYSASBO MEMBERS:
EARN MORE INSTITUTE HOURS AND SAVE WITH THIS ON-LINE COURSE!
Your registration fee for this on-line course includes registrations for three webinars at no additional cost. You can register for these three webinars separately at a total cost of $240, or if you are a NYSASBO member, you can register for this course, earn 1.5 additional Institute hours, and save $75!

Participants should schedule time to participate in the following live webinars included in your registration for this course:

Get Ready: Preliminary Planning, 2/2/2010, 2:00 p.m.- 3:30 p.m.
Get Set: Development of Plans, Specifications, and Bond Documents, 2/8/2010, 2:00 p.m. – 3:30 p.m.
Go: Supervision and Completion of the Project, 2/25/2010, 2:00 p.m. – 3:30 p.m.

Course participants will also be expected to create a time line for a capital project from inception to completion, prepare a cash flow analysis including funding, and then post this information to share with others.

On-line course instructions, announcements, forum discussions, and any other course activities take place on this on-line course's web page. Once the course is open, registrants can access this course's web page through a link in NYSASBO's Virtual Conference Room at http://www.nysasbo.org/conferenceroom. Registrants will receive an e-mail notifying them that the course is open and accessible.

Dates, Locations, and Presenters:

FCM100-1001. Capital Construction Projects On-Line Course Register On-Line
Dates: 2/1/10 –2/28/10
Location: On-Line
Presenter: Martin Geiger, Esq., Partner, Hawkins Delafield & Wood LLP; Mary Ann Sadowski, Esq., Partner, Ingerman Smith LLP, and Paul Adamo, Vice President of Construction Operations, School Construction Consultants, Inc.

 

Get Ready: Preliminary Planning Webinar
Institute Hours: 1.5 Professional Standard: Facility Management

Capital construction projects are big undertakings. This webinar  focuses on the preliminary planning details that make the difference in whether your project runs smoothly or not. Topics discussed  will include determining the scope of the project, RFPs for the Architects and any project management firm, preparing for the referendum; SEQRA approval, legal issues, financing–BAN’s, Bonds, time line for the vote, obtaining a letter of intent from SED and public relations necessary to gain voter approval of the referendum.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Capital Construction Projects on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FCM900-1001. Get Ready - Preliminary Planning Register On-Line
Date: 2/2/2010
Location: Webinar
Presenter: Martin Geiger, Esq., Partner, Hawkins Delafield & Wood LLP

 

Get Set: Development of Plans, Specification, and Bond Documents Webinar
Institute Hours: 1.5 Professional Standard: Facility Management

Your referendum has passed, now what? This webinar will provide information regarding working with your architect and project manager on developing plans and specifications for the project, and developing a time line. Working with your attorney on the bid documents, understanding the Wicks law, and working with SED on the necessary approvals for the project will be addressed.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Capital Construction Projects on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FCM900-1002. Get Set - Development of Plans, Specifications, and Bond Documents Register On-Line
Date: 2/8/2010
Location: Webinar
Presenter: Mary Ann Sadowski, Esq., Partner, Ingerman Smith LLP

 

Go: Supervision and Completion of the Project Webinar
Institute Hours: 1.5 Professional Standard: Facility Management

The supervision and coordination of the capital project rests with the school district. The district may choose to hire a project manager or firm, but ultimately the school board is responsible for the successful completion of the project. This webinar will focus on the scheduling of the various trades, coordination with the various school schedules, communications with the school community, RESCUE Regulations, Cash Flow Analysis for the BAN and Bonds, managing change orders, adjusting time lines due to any issues that may arise, and check lists for substantial completion of the project.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Capital Construction Projects on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

FCM900-1003. Go - Supervision and Completion of the Project Register On-Line
Date: 2/25/2010
Location: Webinar
Presenter: Paul Adamo, Vice President of Construction Operations, School Construction Consultants, Inc.

 

Property Acquisition and Management

Purchasing On-Line Course
Institute Hours: 6 Professional Standard: Property Acquisition and Management
CPE Hours:4.5

Purchasing has many laws, regulations, and policies that are specific to school districts that other municipalities do not encounter. Staff awareness of these laws, regulations, and policies as well as other aspects of purchasing will be addressed in this on-line course. Other topics that will be covered are purchase methods, stock requisitions, standards and specifications, purchase quotes, bids, contracts, purchases of supplies and equipment, vendor relationships and conflicts of interest. Get tips on how to save taxpayer dollars while complying with district needs.  Find out what auditors are looking for in purchasing paperwork. Learn how experts have mastered the purchasing processes.

Fee: Member: $165/Non-Member: $240

Program Notes:

FOR NYSASBO MEMBERS:
EARN MORE INSTITUTE HOURS AND SAVE WITH THIS ON-LINE COURSE!
Your registration fee for this on-line course includes registrations for three webinars at no additional cost. You can register for these three webinars separately at a total cost of $240, or if you are a NYSASBO member, you can register for this course, earn 1.5 additional Institute hours, and save $75!

Participants should schedule time to participate in the following live webinars included in your registration for this course:

Purchasing Essentials, 3/3/2010, 2:00 p.m. to 3:30 p.m.
Hands On Purchasing, 3/15/2010, 2:00 p.m. to 3:30 p.m.
Best Practices for Purchasing and Procurement, 3/24/2010, 2:00 p.m. to 3:30 p.m.

Participants will also be required to meet with their local school business official and report on purchasing policies and procedures in place for the district. Registrants must then complete a selected reading on purchasing from the School Law book published by the New York State School Boards Association and share their comments upon completion.

On-line course instructions, announcements, forum discussions, and any other course activities take place on this on-line course's web page. Once the course is open, registrants can access this course's web page through a link in NYSASBO's Virtual Conference Room at http://www.nysasbo.org/conferenceroom. Registrants will receive an e-mail notifying them that the course is open and accessible.

Dates, Locations, and Presenters:

PAM100-1001. Purchasing On-Line Course Register On-Line
Dates: 3/1/10 – 3/31/10
Location: On-Line
Presenter: Angela Pierce, School Business Manager, SBA, Syosset CSD; Mark Coleman, Director of Operations, Orange-Ulster BOCES, and Steve Zautner, Purchasing Agent, North Colonie CSD

 

Purchasing Essentials Webinar
Institute Hours: 1.5 Professional Standard: Property Acquisition and Management
CPE Hours:1.5

This webinar is critical for the new purchasing agent and an excellent refresher if you are not-so-new in your position. The session will cover the essential elements of purchasing that must be understood and part of the daily operations in your district or BOCES.  Questions will be answered regarding purchasing laws, regulations, and required policies; official board appointment of purchasing agent, purchasing methods, terms and definitions used in purchasing, sample policies, and more.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Purchasing on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

PAM900-1001. Purchasing Essentials Register On-Line
Date: 3/3/2010
Location: Webinar
Presenter: Angela Pierce, School Business Manager, SBA, Syosset CSD; Mark Coleman, Director of Operations, Orange-Ulster BOCES, and Steve Zautner, Purchasing Agent, North Colonie CSD

 

Hands on Purchasing Webinar
Institute Hours: 1.5 Professional Standard: Property Acquisition and Management
CPE Hours:1.5

This webinar will be a thorough presentation covering the details that the purchasing agent needs to be proficient at to be competent in their job: bidding, writing specifications, adopting standards, bid awarding, bid disqualifying, stock requisitions, standards & specifications, purchase contracts, procedures for acquiring supplies/materials, and the use of BOCES services for cooperative purchasing.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Purchasing on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

PAM900-1002. Hands on Purchasing Register On-Line
Date: 3/15/2010
Location: Webinar
Presenter: Angela Pierce, School Business Manager, SBA, Syosset CSD; Mark Coleman, Director of Operations, Orange-Ulster BOCES, and Steve Zautner, Purchasing Agent, North Colonie CSD

 

Best Practices for Purchasing and Procurement Webinar
Institute Hours: 1.5 Professional Standard: Property Acquisition and Management
CPE Hours:1.5

Join in on this review and discussion of best practices. Along with best practices, this webinar will discuss the pitfalls to avoid--which can be an even better learning experience.  The discussions will also evolve into information about preparing Request for Proposals (RFPs) and Request for Quotes (RFQs), professional service contracts and find out what auditors from the New York State Comptrollers office are looking for in your purchasing paperwork.

Fee: Member: $80/ Non-Member: $110

Program Notes:
Program: 2:00 p.m. – 3:30 p.m.

This webinar is included in the Purchasing on-line course. If you have registered for that course, you do not need to register for this webinar. If you are not registering for the on-line course, but would like to participate in this webinar, you may register for this webinar separately.

Dates, Locations, Presenters:

PAM900-1003. Best Practices in Purchasing & Procurement Register On-Line
Date: 3/24/2010
Location: Webinar
Presenter: Angela Pierce, School Business Manager, SBA, Syosset CSD; Mark Coleman, Director of Operations, Orange-Ulster BOCES, and Steve Zautner, Purchasing Agent, North Colonie CSD

 

Monthly Planner Webinar Series

School business professionals are confronted with the challenge of completing a variety of routine reports and tasks essential to school district operations and ensuring compliance with New York State laws and regulations. What are the key points to remember when completing these responsibilities? What are the common pitfalls? How does the ever-changing landscape of school business impact you and your team’s ability to get the job done successfully?

The NYSASBO Monthly Planner Webinar Series addresses these questions. Each month, from your own office, you and your business office team can gain insight from experienced professionals as you look at the tasks to be completed in the upcoming months. Discover new ways to streamline your activities while maintaining accuracy and effectiveness. Examine how the legal, regulatory, and budgetary outlook could impact what you do and how you do it. Uncover new techniques for working with your colleagues to get the job done each and every month.

 

Monthly Planner February Edition: Surviving Your Beginning Years in the Business Office
Institute Hours: 1.5 Professional Standard: The Educational Enterprise

As the School Business Official or Treasurer, how do you get the information you need to do your job? How do you establish a positive working relationship with your boss? Who should you be networking with?  How are roles and responsibilities defined in your district?  How do you begin networking? What contacts need to be developed to maintain your credibility and respect?  Hear from some SBOs on their techniques.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1001. Monthly Planner February Edition: Surviving Your Beginning Years in the Business Office Register On-Line
Date 1/13/2010
Location: Webinar
Presenters: Leeanne Brogan, Oakfield-Alabama CSD, Matthew Stevens, Canastota CSD, Darrin Winkley, Brockton CSD, Jeff Olefson, Staff Development Associates

 

Monthly Planner March Edition: Guidance on IDEA Billing
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

This webinar will provide an overview of the issues a school district should consider concerning recovering the cost of providing special education services to parentally placed nonresident students pursuant to the Individual with Disabilities Education Act (IDEA) 2004 and New York State (NYS) Education Law 3602-c.  The Webinar will also review the practices and processes a sample school district uses to prepare billing.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1002. Monthly Planner March Edition: Guidance on IDEA Billing Register On-Line
Date: 2/10/2010
Location: Webinar
Presenters: Joseph DiBartolo, Business Administrator, Hewlett-Woodmere UFSD and Patricia J. Geary, Coordinator, Special Education Policy and Professional Development Office of Vocational and Educational Services for Individuals with Disabilities, SED

 

Monthly Planner April Edition: Capital Project Final Cost Reports
Institute Hours: 1.5 Professional Standard: Facility Management
CPE Hours:1.5

Capital projects are complicated due to the details involved. In this webinar, Andy Peterson of the  State Education Department Facilities Planning  will focus on the final cost reports: what reports are due and their due dates plus other nuances needed to complete the information accurately. This is a valuable webinar for all those involved in or planning a capital project.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1003. Monthly Planner April Edition: Capital Project Final Cost Reports Register On-Line
Date 3/16/2010
Location: Webinar
Presenter: Curt Miller, SED Facilities Planning

 

Monthly Planner May Edition: Treasurer BOE Reports
Institute Hours: 1.5  Professional Standard: Financial Resource Management
CPE Hours:1.5

Do your Treasurer reports meet your Board of Education needs? In talking to Treasurers around the state, many types of BOE reports are prepared. In this webinar you will be exposed to various reports, why they were developed, and how they are used. Perhaps you will find a new report that more readily meets your BOE needs.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1004. Monthly Planner May Edition: Treasurer BOE Reports Register On-Line
Date 4/28/2010
Location: Webinar
Presenter: Sylvia Fassler-Wallach, Director of Finance and Facilities; Ann Marie Vulpone, District Treasurer, Dobbs Ferry UFSD; and Rene Palmer, District Treasurer, Lake George CSD

 

Monthly Planner June Edition: Show Me The Money: Maximizing Your District’s State Aid
Institute Hours: 1.5 Professional Standard: Financial Management Resources
CPE Hours:1.5

In these challenging economic times, school business officials must be confident that every available revenue source has been fully tapped.  Understanding and maximizing state aid is a key factor in providing continued financial support for your district’s educational program.  This session will provide a timely overview of state aid reporting including a review of the state aid claim process, internal time lines, critical state aid deadlines, proper documentation and tips on maximizing state aid.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1005. Monthly Planner June Edition: Show Me the Money: Maximizing Your District's State Aid Register On-Line
Date: 5/5/2010
Location: Webinar
Presenters: Sherri Fisher, Director of Business and Support Services, Schodack CSD and Lisa Kyer, Business Administrator. Lansingburgh CSD

 

Monthly Planner July Edition: Summer School for Special Education Students
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

Many school districts operate their own summer handicapped programs. This webinar will focus on information you need to properly report and claim your Special Education program's cost and reimbursement rates for this summer. Tracking of class size, salaries, fringe-benefits, transportation and mileage expenses, and students rosters will all be discussed. How this information is used to prepare supplemental schedules 10-16 will be reviewed.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1006. Monthly Planner July Edition: Summer School of Special Education Students Register On-Line
Date: 6/18/2010
Location: Webinar
Presenter: Nancy Taylor, Business Office State Aid Auditor, North Colonie CSD and Ann Marsh, CPA, MPA, Associate Accountant, NYSED

 

Monthly Planner August Edition: Tax Warrants and Collections
Institute Hours: 1.5 Professional Standard: Financial Resource Management
CPE Hours:1.5

When first confronted with tax warrants and collections, the job is intimidating. How do you start? What do you do? Where do you get the assessed values? How do you present the information to the Board of Education? All these questions and more will be answered in this webinar. When you register, send in your questions to make sure they are included in the presentation.

Fee: Member: $80/Non-Member: $110

Program Notes:
Program 2:00 p.m. – 3:30 p.m.

Dates, Locations, Presenters:

MPW-1007. Monthly Planner August Edition: Tax Warrants and Collections Register On-Line
Date: 7/7/2010
Location: Webinar
Presenters: Grace Chan, Assistant Business Administrator, Port Washington UFSD, Anthony Cedrone, Assistant Superintendent for Business, Carle Place UFSD, Laura Lindsley, School Business Executive, Whitney Point CSD, Laura Lindsley, School Business Executive, Whitney Point CSD

 

Treasurer Workshops

How Proper Accounting Drives State Aid Workshop
Institute Hours: 3  Professional Standard: Financial Resource Management
CPE Hours: 3 

Sharpen your skill set--understand why proper accounting is a key component to maximize state aid. It is more critical than ever for Treasurers to know how and where to capture accurate data. This half-day workshop will focus on state aid to STAC. What you take away from this workshop will add to the financial well being of your school district. The workshop content covered will be gathering information, coding and sub-coding information, information time lines, supplemental forms for special education and capital projects and STAC.

Details about this regional workshop are available in the events page and in the February Reporter.

 

Conference Workshops

It's Finally Over - Capital Project Closeout Workshop
Institute Hours: 2.5  Professional Standard: Facility Management
CPE Hours: 3

Before you take that deep breath, make sure the final paperwork is complete on your capital project. This is the third in the series of pre-conference workshops dealing with capital projects. This workshop will take you through the final steps for completing the reports, and other paperwork needed to close the books.

Fee: Members: $100/Non-Members: $200

Program Notes:
Registration 11:00 a.m.
Program 11:30 a.m. - 2:30 p.m. Lunch included.

Dates, Locations, Presenters:

FPM900-1004. It's Finally Over - Capital Project Closeout Pre-Conference Workshop Register On-Line
Date: 6/6/2010
Location: Saratoga Hilton
Presenters: Joseph Shields, Ferrara Fiorenza Larrison Barrett & Reitz; James King, King & King Architects; Garry Herbert, Bovis Lend Lease; and Joe Butler, Fiscal Advisors & Marketing
Moderator: Michael Shusda, Fiscal Advisors & Marketing

 

Technology to Boost Your Productivity Workshop
Institute Hours: 2.5 Professional Standard: Information Management

How do you manage and keep up-to-date with all the information you need to know? How do you manage the projects and tasks you and your office staff need to complete? How do you collaborate and network with your colleagues? Thanks to the web, we work in a time when these old questions have new solutions you may never have considered. As web-based tools become more popular and entrenched in the workplace, expectations of what we can know and what we can accomplish in a day increases. Without knowledge of these tools, we run the risk of falling behind or even becoming obsolete.

But there is time to learn about current trends in personal productivity on the web. This computer lab will introduce you to some of the most popular productivity tools available. Learn how to incorporate these tools into your own "personal information management" system to save time and accomplish more. Learn how to find and evaluate similar tools and follow trends in technology that could impact your productivity in the future. All of the tools presented can be used for free so that you can benefit from them with no cost to you or your district.
This computer lab is essential for anyone who feels the pressure to be more productive when the day is already long enough. Space is limited so register early to save your seat.

Fee: Members: $100/Non-Members: $200

Program Notes:
This conference workshop is in a computer lab format and is limited to 25 participants. It will be offered twice. Participants can register for either the June 6th workshop or the June 9th workshop. 

Registration 11:00 a.m.
Program 11:30 a.m. - 2:30 p.m. Lunch included.

Dates, Locations, Presenters:

IFM900-1001. Technology to Boost Your Productivity Pre-Conference Workshop Register On-Line
Date: 6/6/2010
Location: Saratoga Hilton
Presenters: Matthew Cardinale, Coordinator of Internal Operations, NYSASBO and Dr. Jennifer Bolton-Carls, Assistant Superintendent for Management Services, Otsego/Northern Catskills BOCES

IFM900-1002. Technology to Boost Your Productivity Post-Conference Workshop Register On-Line
Date: 6/9/2010
Location: Saratoga Hilton
Presenters: Matthew Cardinale, Coordinator of Internal Operations, NYSASBO and Dr. Jennifer Bolton-Carls, Assistant Superintendent for Management Services, Otsego/Northern Catskills BOCES

 

What the School Business Official Needs to Know About Human Resources Workshop
Institute Hours: 2.5 Professional Standard: Human Resource Management

Business officials are responsible for complying with the rules and regulations of the local Civil Service Commission, and state and federal laws. Failure to comply may subject the school district to litigation by job applicants and current employees. In this workshop, best practices for the interview process for non-instructional staff will be discussed. Additional areas for discussion include the employment application, questions to ask during an interview, prohibited questions, and how to check references. All participants will gain valuable information that will help keep them out of "hot water" with hiring, firing, and laying off employees.

Fee: Members: $100/Non-Members $200

Program Notes:
Registration 11:00 a.m.
Program 11:30 a.m. - 2:30 p.m. Lunch included.

Dates, Locations, Presenters:

HRM900-1001. What the School Business Official Needs to Know About Human Resources Post-Conference Workshop Register On-Line
Date: 6/9/2010
Location: Saratoga Hilton
Presenters: Tracy Ackison, PHR, CELS, Needham Risk Management Resource Group, LLC; Beth Bourassa, Esq., Partner, Whiteman, Osterman & Hanna LLP