Upcoming Workshops and Conferences

May Revision Workshop May 2017

As expected, 2017-18 is shaping up to be yet again another interesting year for school administration and finance. This workshop provides the information needed to close the books for 2016-17 and to finalize the district budget for 2017-18, both of which are assured to be full of changes. The May Revision is a statutorily required action by the Administration and is an opportunity for the Governor to recast his State Budget proposals and present new proposals in view of a revised revenue outlook and stakeholder feedback. The May Revision Workshop will incorporate the results of revised revenue estimates, finalize the LCFF provisions for 2017-18, incorporate any revision to the state’s LCFF/LCAP model for 2017-18, and revise the out-year estimates for LCFF funding for your multiyear projections.

Tips, Tricks, and Tools of Charter School Oversight March 2017

Effective oversight results in successful charter schools that provide a high-quality education for students. With the number of charter schools in California increasing each year, traditional school agencies need to be prepared to work collaboratively with charter schools. Clear and objective oversight provides both charter schools and authorizing agencies an overview of effective operations in order to help spur improvement.

Management of Employee Benefits March 2017

Managing employee benefits has been and will continue to be challenging as changes in law and regulation require local educational agencies (LEAs) to carefully track eligibility for health benefits coverage under the Affordable Care Act (ACA), sick leave under the Healthy Families Act, paid child bonding leave, and membership in the California State Teachers’ Retirement System (CalSTRS) and California Public Employees’ Retirement System (CalPERS) and also correctly determine what constitutes creditable compensation. This workshop will provide participants with operational advice on how to effectively manage employee benefits in this era of continuing change.

The Audit Challenge: Updates and New Considerations April 2017

We are now into the fourth year of the Local Control Funding Formula (LCFF) and local educational agencies (LEAs) are in the third year of the Local Control and Accountability Plan (LCAP). High expectations and accountability are paramount under the LCFF, so how do you determine the impact on the operations of the LEA related to the annual audit? A finding of noncompliance can result in an LEA losing a significant amount of revenue. Knowledge and preparation could be the key to resolving issues early. This workshop incorporates need to know, up to date information on all of these changes, and sound advice on internal controls and fraud prevention.

Special Education: Both Sides of the Equation April 2017

State and federal revenues for special education do not provide adequate resources, so local educational agencies (LEAs) are required to make up the difference. Since 2003-04, General Fund contributions towards special education have been on the rise, recently nearing 50% of total expenditures, making effective resource management not only desirable but essential.

Fiscal Aspects of Negotiations Online

Many districts are struggling with collective bargaining issues this year, but they also face very tight travel and professional development budgets. Some months ago, in anticipation of this situation, School Services of California, Inc., (SSC) made a commitment to change the mode of delivery on some of its foundational workshops. The “Fiscal Aspects of Negotiations” workshop, which we have presented in a face-to-face format for more than 20 years, has been completed and is now available as a 100% online offering.

Fiscal Implications of School District Reorganization Online

In an effort to continue to meet the changing demands on our clients, we are now offering the Fiscal Implications of School District Reorganization as an online workshop. This format provides many benefits, including ease of viewing at your desk, viewing the presentation at a time that is convenient to you, and eliminating the need to travel to a location outside of the area.

Associated Student Body Online

The number one area for findings in an audit report are those in the area of Associated Student Body (ASB). It is critical that district- and site-level staff receive training in this area on a regular basis to ensure that the district, as well as the employees, are being protected.

There have been changes to regulations over the last several years related to food sales. Site-level staff need to become familiar with these regulations as they work with students and fundraising events. This format will allow the school agencies to build capacity within their organization by expanding the number of employees that receive training who are involved in the handling of ASB funds.

Attendance Accounting Online

The state of California provides funding to school agencies based on actual  attendance, which indicates that school agencies do not receive funding for  students who are not in school. The funding received for students attending school is a significant portion of school agencies’ operating revenue. California school agencies have been hit hard by the economic downturn and any adjustments to funding, no matter how small, can be significant. The importance of understanding the regulations for attendance is at an all-time high. There is too much at stake—academic achievement and funding.

Fiscal Solvency for School Districts Online

School Services of California, Inc. and the Fiscal Crisis and Management Team (FCMAT) have teamed up to provide a free online workshop on fiscal solvency.

Hear from Joel Montero, Ron Bennett, and John Gray as they discuss the various aspects of district financial management including:

  • Multiyear planning
  • Negotiations
  • Cash management
  • Other budgetary challenges facing school districts today


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