CASBO Workshops

1099 Reporting Concepts: - November 27, 2018 - 8 am - 4 pm

In this workshop, you'll learn best practices to ensure you are properly setting up vendor accounts and payments to comply with Internal Revenue Service and California reporting requirements. You also will be updated on reporting requirements and pending legislation related to financial risks for increased penalties, as well as ways that districts can use procedures to comply with regulations and reduce or eliminate any accessed penalties. 

 

Canceled

 

 

Maximizing ADA & Maintaining Compliance with Independent Study -

January 18, 2019 - 8am - 12:30pm

This workshop will provide you with tools to validate compliance with independent study laws.  A properly implemented independent study program provides a valuable educational alternative to pupils and an ADA-increasing strategy for schools.  You will hear the considerations for development, design, adaptations, and selection of procedures and forms for independent study.  The class also will cover the details of statutory and audit requirements to help you avoid audit exceptions and loss of revenue.  You will receive materials that include statutory laws, forms, operational procedures, applicable education codes, sample board policies, and model independent study agreements.

 

  • Legal requirements for independent study
  • student criteria for participation
  • attendance accounting requirements and internal audit functions to assist in recognizing and avoiding common errors and audit exceptions
  • guidelines, forms and procedures to aid in structuring an independent study program that maximizes Americans With Disabilities Act (ADA) compliance

 

To Register:  Click here!

 

 

Understanding RFP & Bidding Processes - March 11, 2019 - 8:30 am - 5 pm

This workshop will provide you with an understanding of the differences between an RFP and a bid, when an RFP can be used, the process for awarding based on best value, and components of RFP documents.  Additionally, we'll discuss the prequalification process to comply with federal requirements for RFPs.  The bid process segment will also cover the requirements for bidding goods and services, methods of award, and creating bid documents.

 

To Register:  Click here!

 

 

Pupil Attendance Accounting for Business Office Personnel - March 27, 2019 - 8:30 am - 5 pm

This workshop will offer valuabel information to individuals responsible for district-wide pupil attendance accounting activities with a focus on monitoring systems and procedures to facilitate compliance with statutory laws that pertain to pupil attendance accounting.  You'll also receive an overview on statutory and audit requirements, including new legislation, to help you avoid audit exceptions.

Payroll Compliance & Calendar Year-End Reporting:

  • 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; and

  • strategies to improve pupil attendance; and 

  • statutory provisions for pupil attendance accounting; and

  • board policies and procedures and education codes; and

  • attendance reporting and truancy laws; and

  • internal audit function; and

  • staff development for attendance personnel; and

  • audit guide update

 

Canceled

 

 

Legal Aspects & Hands-On Accounting for Student Body Organizations - March 28, 2019 - 8:30 am - 5 pm

This workshop will teach you how to maintain an effective ASB program for grades K-12 with special focus on how to maintain fiscal accountability, legal compliance and accuracy within your ASB accounts.

  • Overview of student organizations
  • laws and regulations, including those pertaining to school food and vending machine sales
  • forming the organization
  • general business practices
  • budgets and budget management
  • fundraising events and cash receipt management and procedures
  • class fees, deposits and other charges
  • gift and donation income
  • contracts
  • allowable and questionable expenses and cash disbursement management and procedures
  • unallowable fees and charges
  • equipment purchases and management
  • student stores
  • employees and consultants
  • accounting and financial management
  • effective district oversight

 

Canceled

 

 

Year-End Closing - April 4, 2019 - 8:30 am - 5 pm

​This workshop will cover both the basics and detailed aspects of the year-end closing process.  You'll receive tips for a smooth closing, clearing prior year accruals, setting up current year accruals and developing a year-end closing schedule.  Hands-on exercises will give you an understanding of federal interest calculation, categoricals, and actual unaudited SACS forms.  There also will be a discussion of indirect cost rate and what the state is looking for, special education and maintenance of effort, and close-out considerations.

  • 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!

 

 

Collective Bargaining Basics: September 20, 2019 8 am - 12:30 pm

Topics: The process of collective bargaining in the context of the Local Control Funding Formula and Local Control Accountability Plan (LCAP); preparation; bargaining team makeup; communications that connect negotiations to the organization's LCAP and education goals; negotiation process; impasse; fact finding; resolution.  

Description: This workshop will approach collective bargaining as a continuum, setting the table for bargaining and walking participants through the entire process -- from the selection of a bargaining team and setting priorities based on the LCAP and education goals, to final agreement and implementation, whether through negotiations or after impasse. The communication element also will be addressed, including how to connect negotiations to your organization's overall education goals, and you'll receive tips on how to keep stakeholders, parents and community members aware of important issues. 

 

To Register: Coming Soon! 

 

 

Pupil Attendance Accounting for School Site Personnel: September 25, 2019 8 am - 4 pm

Topics: State compliance issues; enrollment requirements; truancy laws; commonly asked questions and strategies to improve attendance.  

Description: This workshop will cover state compliance requirements, audit preparation and strategies to improve pupil attendance. Presented from a site-level perspective, it will focus on daily attendance functions, especially those areas targeted for audit. District-level and CPA personnel are encouraged to attend to obtain information about site-level attendance requirements. Special emphasis will be placed on those areas targeted for audit by the independent auditors: attendance records and documents, statutory school day and year, partial-day absences, on-campus suspensions, class size regulations, and alternative education programs. 

 

To Register: Coming Soon! 

 

 

 

Legal Aspects & Hands-On Accounting for Student Body Organizations - September 26, 2019 - 8 am - 4 pm

This workshop will teach you how to maintain an effective ASB program for grades K-12 with special focus on how to maintain fiscal accountability, legal compliance and accuracy within your ASB accounts.

  • Overview of student organizations
  • laws and regulations, including those pertaining to school food and vending machine sales
  • forming the organization
  • general business practices
  • budgets and budget management
  • fundraising events and cash receipt management and procedures
  • class fees, deposits and other charges
  • gift and donation income
  • contracts
  • allowable and questionable expenses and cash disbursement management and procedures
  • unallowable fees and charges
  • equipment purchases and management
  • student stores
  • employees and consultants
  • accounting and financial management
  • effective district oversight

 

To Register:  Coming Soon!

 

 

Accounts Payable - How to Pay the Bills: - October 09, 2019 - 8 am - 4 pm

Topics: 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. 

Description: This workshop will emphasize the overall role of accounts payable staff in local education agency management, including budget, internal controls and public (vendor) relations. In addition to receiving training on the daily functions of the accounts payable department, you will learn the importance of each action as it relates to the overall management of agency operations, including the basics of accounts payable; the role of accounts payable in budget management, internal controls and year-end closing; fundamental laws, rules and regulations; and basic purchasing laws and procedures. You also will receive an overview of the California School Accounting Manual and how to apply it to daily use, as well as a solid foundation in understanding the complicated transactions that you will encounter. 

 

To Register: Coming Soon! 

 

 

1099 Reporting Concepts: - November 08, 2019 - 8 am - 4 pm

Topics: 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.  

Description: In this workshop, you'll learn best practices to ensure you are properly setting up vendor accounts and payments to comply with Internal Revenue Service and California reporting requirements. You also will be updated on reporting requirements and pending legislation related to financial risks for increased penalties, as well as ways that districts can use procedures to comply with regulations and reduce or eliminate any accessed penalties. 

 

To Register: Coming Soon! 

 

 

Pupil Attendance Accounting for Business Office Personnel: - March 24, 2020 - 8 am - 4 pm

Topics: 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.  

Description: This workshop will offer valuable information to individuals responsible for district-wide pupil attendance accounting activities with a focus on monitoring systems and procedures to facilitate compliance with statutory laws that pertain to pupil attendance acounting. You'll also receive an overview on statutory and audit requirements, including new legislation, to help you avoid audit exceptions. 

 

To Register: Coming Soon!
Administrative Services CenterVCOE Administrative Services Center 
5189 Verdugo Way • Camarillo, CA 93012
Phone: 805-383-1900 • Fax: 805-383-1908

Map & Directions  
Conference and Educational Services CenterVCOE Conference and Educational Services Center
5100 Adolfo Road • Camarillo, CA 93012
Phone: 805-383-1900 • Fax: 805-437-1305

Map & Directions