SBO Boot Camp 

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Part Two


Date: Wednesday, April 5, 2017

Time: 8:30 a.m. Registration, 9:00 a.m. - 4:00 p.m. Program

Location: NYSASBO Training Center
453 New Karner Road, Albany, NY 12205

Credits: 6 Continuing Education Credits / up to 3 CPE credits

Cost: $165 member / $200 non-member


This full-day workshop is geared toward new school business officials. It will give an overview of all the topics you need to know when getting started in the field. Learn from experts in the State Education Department, as well as seasoned SBOs and members from NYSASBO's Research Department. This is a great opportunity to get informed, meet new colleagues, and become acquainted with the State Education Department. 

** Descriptions will be added as that information becomes available.

Course Schedule & Subject Areas

9:00 AM - 10:00 AM | State Aid

How do you ensure you are getting the right amount of State Aid on time?  This session will discuss major topics in State Aid, as well as resources, tools and tips to ensure you get the right amount of State Aid on time.

Speaker(s): Andrea Hyary, NYSED

10:00 AM - 11:00 AM | BOCES CO-SERs

School districts that are components of a Board of Cooperative Educational Services (BOCES) are eligible for BOCES Aid for instructional and management services shared by two or more school districts. Learn how the State Education Department, BOCES and school districts interact to provide State Aid  for BOCES approved service costs, administrative expenditures, facility rental and construction costs.   Understand how the State Education Department regulates BOCES services through cooperative service agreements or CO-SERs that include guidelines to conduct the service and to generate BOCES Aid. 

Speaker(s): Gregg Diefenbach, Capital Region BOCES

11:00 AM - 12:00 PM | Enrollment Reporting

This presentation will provide School District Business Leaders with insight into the New York State Student Information Repository System (SIRS) requirements. In addition, they will better understand the SIRS data warehouse reporting and the relationship it has to School Business. Two specific areas that will be reviewed are the 3 Year Enrollment Summary and the SAMS Form A.

The Three Year Enrollment Summary report is available for district data coordinators and State Aid Designees to access via the Information and Reporting Services Portal (IRSP – The report displays three years of BEDS Day enrollment and free/reduced price lunch eligible counts based on data reported to the Education Department via the SIRS and BEDS on-line data systems. The Three Year Enrollment Summary report will be refreshed with data from SIRS on a weekly basis until the final 2016-17 SIRS/BEDS On-line data is extracted in August. It is critical that districts review the counts on the Three Year Enrollment Summary report to ensure that they are accurate. A school district’s State Aid is impacted by these counts.

In the past, School District Business Leaders were able to enter data into SAMS Form A and Schedules without a subsequent data check from NYSED. Over the past few years, a data check has been put in place by comparing Form A data with the data in SIRS. Currently, rather than comparing data, the data is extracted from SIRS entered into the SAMS system. The district is required to use the data from SIRS without being able to change it in the Form A. Any corrections now have to be completed in the student management system which flows through the Data Warehouse. The data is verified in L2RPT and certified by the School Superintendent. 

Speaker(s): Tina Boots & Angie Russell, Central New York Regional Information Center, CNYRIC

12:00 PM - 1:00 PM | Lunch

1:00 PM - 2:00 PM | Long Range Financial Planning

This session will describe NYSASBO's approach to helping school officials maximize the potential of long range financial planning to support a school district multi-year plan that strengthens the school district’s financial condition, provides information that supports sustainability and manages change in the district. The long-range plan provides a framework to support collaboration between the school district’s financial and instructional leadership and helps the district manage external factors such as the Tax Cap.

Speaker(s): Kurt Jaeger and Deborah Cunningham, NYSASBO

2:00 PM - 3:00 PM | STAC

As the field of special education evolves, it is increasingly important to maximize the value of special education aid in order to best meet the needs of students. It can be a challenge to manage these finances when dealing with the nuances of the state’s System to Account for Children. Building positive relationships with special education staff is a challenge and opportunity for school business staff. This session will address these topics in addition to maximizing aid for summer placements, high cost public excess cost aid, private excess cost aid, and preschool special education.

Speaker(s): Steven Wright, NYSED

3:00 PM - 4:00 PM | Pupil Transportation

Contracts, RFPs and the Business of Pupil Transportation. What every business official needs to know about Pupil transportation costs, challenges, opportunities and savings.

Speaker(s): Mary Sansaricq, NYSED




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