Answer inquiries on rules and regulations involving financial
management, budgets, audits, and accounting procedures. FACTS
comparisons and research. Special projects involving research
related to the financial well-being of school districts.
Presenter/instructor for finance-related workshops and courses.
Special projects including
researching and posting Best Practices for Texas public schools,
management review proposals and reports, accounting, and
management of Interim Business Manager's database.
Customer service requests from members, provide information on
upcoming training events, online members-only section inquiries,
ensure on-time delivery of materials, assemble workshop and
certification course materials for printing, department mailings,
and contact new members.
General info, sponsors, venues
for courses, committee info, mailing requirements, bank deposits,
ordering supplies, enter CECs in system, meeting set up, FACTS
distribution.
Thomas C. Patton
Instructor / State Funding Consultant
Reports, payroll and deductions, 1099s, sales tax, personnel
files, leave records, analysis and reconciliation of association
software with financial records, budget and audit coordination.
Deposits, credit card charges, transactions in association
software, accounts payable and distribution of payments, bank
reconciliations, budget, and assist with audit.