CASBO Workshops

Payroll Compliance & Calendar Year-End Reporting - 10/09/2017-8:30 am-4:00 pm

  • Payroll regulations
  • Employee classifications
  • Salary computations
  • Retirement and deferred compensation plans
  • Taxable vs. non-taxable compensation
  • Calendar year-end wage and tax 

To Register:  click here

 

 

Budget Basics & Beyond - 10/16/2017 - 8:30 am - 4:00 pm

  • Introduction to budgets in California schools
  • Budget development process
  • Steps in budget development
  • Budget documents and presentation

To Register:  click here

 

 

Pupil Attendance Accounting for School Site Personnel - 10/24/2017 - 8:30 am - 4:00 pm

  • State compliance issues
  • Enrollment requirements
  • Truancy laws
  • Commonly asked questions and strategies to improve attendance

To Register:  click here

 

 

Accounts Payable: How to Pay the Bills - 11/08/2017 - 8:30 am - 4:00 pm

  • Accounts payable functions and processes
  • Internal controls
  • California School Accounting Manual
  • Budgets and encumbrances
  • Account codes
  • Bids and bidding
  • Sales, use and excise taxes
  • Independent contractors

To Register:  click here

 

 

1099 Reporting Concepts - 11/14/2017 - 8:30 am - 4:00 pm

  • Current reporting updates
  • Identifying taxpayer numbers for Form W-9
  • Communicating with vendors
  • Reporting certain types of Vendor Payments
  • Filing and correcting Form 1099-Misc.
  • California reporting requirements
  • Required vendor forms
  • Special requirements and forms for hiring foreign vendors
  • Proper handling of backup withholding issues

To Register:  click here

 

Payroll Boot Camp - 3 days - January 22nd, 23rd, & 24th, 2018 - 9:00am - 4:30pm

CASBO has partnered with the Sonoma County Office of Education and FCMAT to develop a Payroll Boot Camp for current and aspiring school business payroll professionals.  Payroll Boot Camp will be a 3-day intensive event.

At Payroll Boot Camp, students will gain an understanding of:

  • Computation from gross to net;
  • Federal, State, and local statutes, rules and regulations; and
  • Education code, labor law and tax administration; and
  • Much More

To Register:  click here

 

Pupil Attendance Accounting for Business Office Personnel
02/01/2018 - 8:30 am - 4:00 pm

  • Compliance issues
  • Commonly asked questions and strategies to improve attendance accounting
  • Statutory provisions
  • Systems and tools for monitoring compliance with statutory school days/instructional minutes
  • Strategies to improve pupil attendance
  • Statutory provisions for pupil attendance accounting
  • Board policies and procedures and education codes
  • Attendance reporting and truancy laws
  • Internal audit function
  • Staff development for attendance personnel
  • Audit guide update

To Register:  click here

 

 

General Education Employment Laws & Legal Issues
02/09/2018 - 8:30 am - 4:00 pm

  • Common labor and employment issues
  • Legal requirements for hiring, managing and releasing school employees
  • Proper prevention and responses to the Americans With Disabilities Act, the California Fair Employment and Housing Act, discrimination and sexual harassment claims
  • Laws and strategies for labor relations in the new world of the Local Control Funding Formula

To Register:  click here

 

 

Year-End Closing - 04/03/2018 - 8:30 am - 4:00 pm

  • Year-end reporting basics
  • Accruals
  • Federal interest calculation
  • Categoricals
  • Standardized Account Code Structure (SACS) forms
  • Indirect cost rate
  • Maintenance of effort

To Register:  click here

 

NEW! CalSTRS & CalPERS: Common Issues & Employer Liability - 04/20/2018 - 9:00 am - 12:00 pm

A description of CalSTRS & CalPERS;

Over the past few years, changes to CalSTRS and CalPERS laws and regulations have redefined and changed how CalSTRS and CalPERS view creditable compensation, restructuring of salary and potential spiking issues.  Numerous audits have found that employers are frequently misreporting items of compensation, resulting in improper over payments to retirees, among other things. Such misreporting potentially exposes districts to significant liability, including "re-paying" the system for some or all of the over payments made to the retirees and paying higher employer contribution rates than required.  

This workshop will provide you with guidance on these requirements, offer tips and pointers, and demonstrate best practices to help you avoid audit findings of misreported compensation items.

To Register: Click here

 

Advanced Budgeting - 04/27/2018 - 8:30 am - 4:00 pm

A brief review of California School Budgets;

  • Review of responsibilities
  • Policies and calendars
  • The budget building pyramid approach
  • The school budget development process
  • Steps in budget development
  • Revenues
  • Expenditures
  • Position control
  • Multi-year forecasting
  • Monitoring and reporting on the budget during the fiscal year
  • Budget documents and presentations
To Register: Click here