Topic: Grants Administration: Manuals & Procedures

This 5 part Webinar series is designed to assist school business officials and State/Federal Grants Management staff in managing state and federal grants. The topics will include: What’s New in Grants Compliance, Allowable & Unallowable Costs, Time & Effort Requirements, Compliance Issues (MOE, Supplanting, Comparability, etc.), and Grants Administration (Manuals, Procedures, etc). Register for all five webinars and receive the fifth one free! Please note that if you wish to attend all five webinars for the discounted prince you should register only once for the Webinar Series.

Register Online Now or download a  Registration Form

This workshop is designed to meet the requirements of the Public Funds Investment Act (PFIA). The lawrequires investment officers to attend at least 10 hours of training relating to the officer’s responsibilities within 12 months after assuming the duties and at least 10 hours of additional training every two years thereafter.

The morning session will cover a history and overview of the Public Funds Investment Act (PFIA), District Compliance Details, Authorized & Unauthorized Investments, Financial Accountability Measures, and The Federal Reserve System.  The afternoon session will touch on Cash Management, Managing Risks, GASB 40 Disclosures, Cash Flow, Depository Relationships, and Detecting Fraud.

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Includes discussion of the following topics: how ethical values are developed, ethical values versus the law, identifying organizational ethical standards, coping with unethical people and ethical guidelines for decision making. This class is a requirement for every level of TASBO certification.  

CEU Hours - 6/CPE Hours - 7

Register online or fax in the Registration Form

Students will become familiar with the payroll requirements of the Fair Labor Standards Act, Family Medical Leave Act, workers compensation and unemployment. Garnishments, worker classification and employment eligibility will also be covered.   

CEU Hours - 6/CPE Hours - 7

Register online or use this Registration Form

TASBO’s Small Schools Symposium will focus on issues that all districts face, but with an emphasis on small district management. Last year’s topics covered school finance, procedures, internal control, budgeting, monitoring financials, reporting to boards and communication. This year’s event will include an update on legislative issues as well as other topics to be determined soon. This event will be from 9 a.m - 4 p.m.

CEU Hours – 6 / CPE Hours – 7

Register Online Now or download a  Registration Form

 **We will not distribute handouts at the event. You are encouraged to BYOD - Bring Your Own Device. We will provide complimentary Internet access during the event.

Tentative AGENDA

8:55 – 9:00            Welcome

9:00 – 10:00         Update on Healthcare Reform
                            Deborah Ottmers, CPA, RTSBA;Asst. Supt of Business & Finance,Fredericksburg ISD
                            Becky Bunter, CTSBO, SFO - TASBO

10:00 – 10:15         BREAK

10:15 – 11:15         Audit Readiness – A Continuous Process
                             Stacie Robertson, RTSBA; CFO, Stamford ISD
                             Lindy Finley, RTSBA; Asst. Supt of Finance, Jacksonville ISD

11:15-11:30           BREAK

11:30 – 12:30      Advantages and Disadvantages of Changing Fiscal Year
                            Deborah Ottmers, CPA, RTSBA

12:30 – 1:15           LUNCH sponsored by Texas CLASS Investment Pool

1:15 – 2:15             PEIMS Update (including TSDS)
                             Karen Perry, CTSBS; IMS PEIMS Specialist, Region 17 ESC
                             Donna Gutierrez, RTSBA; Student Services/PEIMS Coordinator, Huntsville, ISD

2:15 – 2:30             BREAK

2:30 – 3:30             Avoiding Costly Fair Labor Standards Act (FLSA) Compliance Issues
                             Rebecca Estrada, RTSBA;Executive Director of Finance, Lackland ISD

3:30 – 4:00             Q & A

Suggestions for future topics?

Please email those to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Learn steps that school districts should take to get prepared for the annual financial audit. We will discuss the planning phase, confirmations, workpapers and sample documentation to reconcile to the general ledger. Although these steps are applicable to all school districts, they are especially important for small school districts with limited staff.

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The purpose of this all day workshop is to allow participants to prepare a "customized" Fiscal Manual for their school district. Using a sample template of a Fiscal Manual, every participant will fill in information related to their respective school district's business operations and should walk out of the workshop at the end of the day with their own Fiscal Manual. The Fiscal Manual will include procedures related to state and federal grant management, too. The instructor will discuss important topics such as activity account management, cash management, donations, fixed assets, and other critical business functions. In addition, the instructor will walk the participants through the process of creating and maintaining a Fiscal Manual.

Participants should bring a laptop and a copy of their administrative procedures [if any] to the session as reference material. TASBO will provide Internet access for each participant to facilitate the use of School Board Policies via TASB's Policy On-Line service. If a school district does not subscribe to the Policy On-Line service, the participant should bring their "blue" Policy Manual with them to the session

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What kinds of reports and documents are public schools required to post on the Internet in the digital age?  Participate in this webinar to learn what items are required to be posted.  Every public school has a web page and the Legislature expects schools to leverage this resource to be more transparent to taxpayers, parents and other stakeholders.  

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Learn about the communication process and communication patterns, active listening, clarifying feedback, tips on creating presentations for your board, staff and community that will effectively communicate your message, creating an image, working cooperatively with the news media, and successful practices that will enhance a district’s communication efforts. MGT308 is one of the required management courses for TASBO’s RTSBA certification. 

Education courses are required to be 6 hours (including test-taking time). A test will be given for those taking the course for TASBO certification credit. The course also provides continuing education credit for TASBO certification, CPAs, school board members, charter school administrators, STEM participants and certified educators. CEU Hours – 6 / CPE Hours – 7

Register online or use this Registration Form

This webinar will cover general travel guidelines based on TEA’s Current Mileage and Travel Reimbursement Rates (December 2012). It will also address the GSA’s per diem and TexTravel guidelines. In addition, we will discuss how a school district revamped their travel guidelines by implementing new procedures, checklists, and forms with the assistance of a Focus Group.

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Back by popular demand, TASBO has planned another informative and interactive session with some of the leading authorities on open records requests and case law in Texas. This workshop provides an overview on open records requests & laws, tools & tips, and a expert Q&A panel at your disposal. We will include a two-hour session exclusively on FERPA.

This workshop provides continuing education credit for TASBO certification, CPAs, school board members, charter school administrators, TESA STEM participants and certified educators.

CEU Hours – 6 / CPE Hours – 7

A room block has been reserved at the Courtyard by Marriot, 210 East Stacy Rd, Allen, TX

Rate:  $119 for standard king room 

PHONE: 214-383-1151 or 800-321-2211. Request the TASBO Open Records group rate.

Register online or download the  registration form

Learn about the communication process and communication patterns, active listening, clarifying feedback, tips on creating presentations for your board, staff and community that will effectively communicate your message, creating an image, working cooperatively with the news media, and successful practices that will enhance a district’s communication efforts.  MGT308 is one of the required management courses for TASBO's RTSBA certification.      

CEU Hours – 6 / CPE Hours – 7

Register online or use this Registration Form

This webinar isgeared for payroll staff responsible for submitting monthly reports to TRS through the TRAQS system.  It will include reporting officials, deadlines, preparing and correcting reports, and using the query function.  There will be a Q&A session at the end of the webinar.

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Overview of the competitive sealed proposal process, components of an RFP, methods of negotiation, factors for evaluation, how to prepare the scope of work, and sample guidelines and RFP examples.  

Education courses are required to be 6 hours (including test-taking time). A test will be given for those taking the course for TASBO certification credit. The course also provides continuing education credit for TASBO certification, CPAs, school board members, charter school administrators, STEM participants and certified educators.  

CEU Hours 6/CPE Hours 7

Register Online or use this Registration Form

If your school district has not implemented a Transportation Handbook, this webinar is for you! If your district does have a handbook and you would like additional tips to revise your handbook, this webinar is also for you! 

We will discuss some critical topics that should be in your handbook. An electronic, fill-in-blank template will also be provided to all participants to get you started in the process of developing your own customized handbook.

Register Online Now or download a  Registration Form

If your school district has not implemented a Custodial/Maintenance Handbook, this webinar is for you! If your district does have a handbook and you would like additional tips to revise your handbook, this webinar is also for you! 

We will discuss some critical topics that should be in your handbook.  An electronic, fill-in-blank template will also be provided to all participants to get you started in the process of developing your own customized handbook.

Register Online Now or download a  Registration Form