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Conference

51st Annual

May 5 -- 8, 2020

50th AASBO Annual Conference

April 30‐May 3, 2019, Perdido Beach Resort, Orange Beach, Alabama Pre-Conference Workshops

Professional Certificate Program Understanding Alabama School’s Accounting System Risk Management NextGen GL/Payroll for CSFOs Payroll/Personnel Certificate Program Fair Labor Standard Act Payroll Guidelines & Regulations Under the IRS Local School Finance Certificate Program NG Applications for Local Schools Financial Reporting for Student Activity Funds General Data Breach Prevention & Social Media Awareness

Tentative

BreakoutSessions

Finance/Accounting

Best Practices in Budgeting

GASB Update

Fraud and Security from a Banking Prospective

Best Practices for Month End Close

Writing the MD&A

Managing Classroom Budgets

Understanding the Capital Planning Process

Five Truths for CSFO-Learned the Hard Way

Communicating Your Financials

Menu Maintenance in NextGen-What’s Missing?

Guide to Issuing Debt

Local Revenue 101

Payroll/Personnel

FMLA/Leave Policies

RSA/PEEHIP Update

RSA ESS Portal

Cybersecurity for Payroll

LEAPS Process A-Z

Procedures for Supplemental Insurance Programs

Wage & Hour Issues

Payroll-Bank Recon 101

Local School Parent Organizations-Case Study

Best Practices for Crowdfunding & Fundraisers

CIS Funds-Rules and Procedures

Internal Controls & Reporting for Local School Activity Funds

Revenue Collections for Extra Curricular Activities

Common Account Coding Issues

General Alabama Competitive Bid Law

Managing Capital Assets

Bid Process 101

Utilizing Purchasing Cooperatives

Developing A Purchasing Procedure Manual

Cybersecurity-Are You Protected?

Excel Tips & Tricks

Utilizing Pivot Tables

Cross Training and Transition in the Business Office

Harris School Solutions Lab Position Control I

Position Control II

Processing Offline Deduction Refunds

E School Payments

Support Desk-One to One

51st AASBO Annual Conference

May 5‐8, 2020, Perdido Beach Resort, Orange Beach, Alabama


April 30‐May 3, 2019, Perdido Beach Resort, Orange Beach, Alabama

AgendaataGlance

Pre-Conference Workshops

Tuesday, May 5, 2020

9:00 a.m.—4:30 p.m. Registration

1:00 p.m.—4:30 p.m. Pre-Conference Workshops (choose one)

1. Understanding Alabama School Accounting System

Professional Certificate Core Course/Continuing Education Course This session addresses the issues of school funding for school districts in Alabama. Course will include state and federal funding allocation formulas, fiscal accountability law, financial reporting and the Alabama school accounting manual.

2. Payroll Guidelines and Regulations Under IRS

Payroll Certificate Elective Course/Continuing Education Course This session will review IRS specific laws and provide payroll personnel information for processing and reporting according to the IRS. In this session an IRS representative will discuss tax withholdings including the revised Form W-4 and how they should be handled, understanding of other IRS requirements such as worker classification, verification of employment eligibility, fringe benefits, tax depositing and reporting.

3. NextGen Applications for Local Schools Continuing Education Course Are you utilizing all the features and applications available in the NextGen software? This session will review the applications/modules in NextGen to streamline the processes and procedures and increase the efficiency in the financial operations at the local school level.

Wednesday, May 6, 2020


7:15 a.m.—8:00 a.m. Continental Breakfast (Workshop Participants Only)





AgendaataGlance

Pre-Conference Workshops


8:00 a.m.—11:30 a.m. Pre-Conference Workshops (choose one)

1. Risk Management

Elective Course/Continuing Education Course Risk Management procedures properly applied will assist you in reducing and mitigating risk to students, school board staff, property and reputation. This session will discuss how to prepare for problems and ways of controlling the impact of events. Topics will include identifying the types of risks, assessing the risks and managing the risks.

2. FLSA Wage & Hour Laws

Payroll Certificate Core Course/Continuing Education Course This session will include an in-depth review of the Fair Labor Standards Act. Including review of the regula-tions regarding exempt employees, overtime issues, dual employment and other wage and hour issues relat-ed to school boards.

3. Financial Reporting for Student Activity Funds

Continuing Education Course Because of frequent leadership turnover and limited understanding of school policies parent and student organizations can cause numerous problems for local schools. This session will discuss the recommended financial procedures that these organizations need to follow to be more productive and reduce audit risk.

Thursday, May 7, 2020

1:15 p.m.—4:30 p.m. Pre-Conference Workshops (choose one) 1. NextGen GL/Payroll for CSFOs

Elective Course/Continuing Education Course The session is designed for CSFOs and will cover all basic information for both new and experienced users. Session will include general use of the financial applications within the Nextgen Software to include General Ledger, Payroll, General Reporting, and Financial Reporting within the application. Course will also review the enhancements and reporting capabilities in the software 2. Data Breach Prevention & Social Media Awareness Elective Course/Continuing Education Course Preventing data breaches and identity theft takes more than technology or good procedures. Stopping data breaches before they occur requires building a “Breach-Free Culture” within your school. Properly training employees across all areas of data protection is a necessary component to breach-proof environment. Although cyber-criminals may get the headlines and media attention, the fact is most breaches are caused by human error and process failures, not advanced hackers. Properly training employees and bringing awareness to them is a necessary component in keeping them from making mistakes that will cause a major liability.





AgendaataGlance

Conference Workshops



12:30 p.m.—2:00 p.m. First General Session

2:30 p.m.—3:30 p.m. Breakout Sessions

3:45 p.m.—4:45 p.m. Breakout Sessions (includes dedicated CSFO vendor hall session)

5:00 p.m.—6:00 p.m. Vendor Product Showcase

6:00 p.m.—9:00 p.m. Reception by the Pool

Thursday, May 7, 2020

8:00 a.m.—11:00 a.m. Vendor Product Showcase and Continental Breakfast

9:30 a.m.—10:20 a.m. Breakout Sessions

10:30 a.m.—11:20 a.m. Breakout Sessions

11:30 a.m.—12:20 p.m. Breakout Sessions

12:20 p.m.—1:15 p.m. Lunch on Your Own

Friday, May 8, 2020

8:00 a.m.—11:00 a.m. Breakfast and Second General Session/Business Meeting





The AASBO Certificate Program for the Alabama Association of School Business Officials is sup-ported by the State of Alabama Department of Education, Division of Administrative and Finan-cial Services.

AASBO Professional Certificate Program Graduates - all courses will count toward your Professional Certification maintenance requirement of 18 Continuing Professional Education hours per year (October through September).

Payroll Personnel Certificate Program Graduates- all courses will count toward your Professional Certification maintenance requirement of 12 Continuing Professional Education hours per year (October through September).

Local School Financial Management Certificate Program Graduates- all courses will count toward your Professional Certification maintenance requirement of 9 Continuing Professional Education hours per year (October through September).

REGISTRATION FEES

The Registration Fee for the Annual conference is $300 if received before March 13, 2020. After March 13th the fee is $350.00. Pre-conference Workshop Registration Fee is $100, in addition to the conference.

This conference will sell out. Early registration is encouraged.

LOCATION AND LODGING

The AASBO Annual Conference will be at the Perdido Beach Resort located at 27200 Perdido Beach Blvd. Orange Beach, AL 36561.

Lodging is the responsibility of each participant. A room block is available at the Perdido Beach Resort. The group booking code will be included in your conference confirmation email. The hotel will sell out—early registration is advised.

OVERFLOW HOTELS WILL BE POSTED ON THE AASBO WEBSITE

PARKING

Complimentary parking is available at the Perdido Beach Resort for conference attendees.

NoticetoProgramGraduates

GeneralInformation





MEALS

If you are attending the pre-conference workshops, breakfast and lunch is provided on Wednesday, May 6, 2020.

If only attending the conference, breakfast is provided on Thursday and Friday morning and heavy hors d’oeuvres at the reception on Wednesday night.

CONTINUING PROFESSIONAL EDUCATION for CPA’s

Courses will be submitted for approval by the Alabama Board of Public Accountancy.

TRANSCRIPTS

Please contact Liz Majercik at [email protected] to request a copy of your transcript.

FURTHER INFORMATION

If you have questions or need more information, call Amanda Bergeron, Program Manager, Professional and Management Development Programs, The University of Alabama at (205)-348-9966. You may e-mail her at [email protected]

AASBO MEMBERSHIP DUES

In order to attend this training session, you must be a member of AASBO. AASBO provides programs and services to promote the highest standards of school business practices through professional development, recognition, and the effective management of available resources. Joining AASBO gives you the means to improve both yourself and your organization. Your annual dues of $50 ($100 for CSFO) can be paid on this registration form. Membership cycles run from July 1, 2019-June 30, 2020. You can also renew your membership for 2020-2021 on this form.

BILLING POLICY

Registrations for College of Continuing Studies programs should be accompanied by check or credit card payment. Registrations that are submitted without payment will be billed and collected through UA Student Receivables. To ensure proper documentation of payment, we strongly encourage all registrations be submitted with payment.

GeneralInformation



May 5-8, 2020AASBO Membership DuesProgram # 07-310-20 or 07-606-21

AASBO Membership is required to attend thistraining session.

[ ] $50 Active Members[ ] $100 CSFO[ ] $10 SASBO (optional)

AASBO Annual ConferenceProgram # 07-806-20May 6-8, 2020Perdido Beach Resort, Orange Beach, Alabama[ ] $300 Early Bird Registration Fee[ ] $350 Late Registration Fee After March 13Wednesday Night Additional Guest TicketQuantity: _____ @ $25 each

Select from the following. I am:[ ] AASBO Certifi cate Program Graduate[ ] Payroll/Personnel Certifi cate Program Graduate[ ] Local School Financial Management Graduate[ ] NOT a graduate of these programs

Discussion Groups To help us plan for discussion groups, please select the track that best represents the classes you will attend: [ ] Accounting/Finance Track [ ] Payroll/Personnel Track [ ] Local School Track [ ] Purchasing/Procurement Track

Pre-Conference WorkshopsProgram #07-807-20[ ] $100 Includes up to three of the following workshops

May 5, 2020 , 1:00-4:30 p.m. (Choose one)[ ] 1. Understanding AL School Accounting System[ ] 2. Payroll Guidelines and Regulations under IRS[ ] 3. NextGen Applications for Local Schools

May 6, 2020 , 8:00-11:30 a.m. (Choose one)[ ] 4. Risk Management[ ] 5. FLSA Wage & Hour Laws[ ] 6. Financial Reporting for Student Activity Funds

May 7, 2020 1:15-4:30 p.m.[ ] 7. NextGen GL and Payroll for CSFOs[ ] 8. Data Breach Prevention & Social Media Awareness

First: Middle Initial:

Last:

Preferred Name / Nickname:

School Name:

School System:

I work at a (Check One): [ ] Elementary [ ] Middle [ ] High School [ ] Central Offi ce

Mailing Address:

City: State: Zip:

Email Address:

Phone:

Job Title:

How did you fi nd out about this program?

[ ] School issued purchase order # (Must include hard copy.)

[ ] Enclosed is a check for $ made payable to THE UNIVERSITY OF ALABAMA

[ ] Charge $ to credit card: [ ] MasterCard [ ] VISA [ ] American Express [ ] Discover

Card # Exp. Date /

Security / Verifi cation / CVV Code (Three or four digit code on back or front of credit card.)

Please submit this entire page for your registration. For multiple registrations, please duplicate this form.

Register by Mail Registration Services The University of Alabama Box 870388 Tuscaloosa, AL 35487

Register by Phone 1-866-432-2015 1-205-348-3000

Registration Options

Need our STAARS Vendor Number? Please use VC000118827 for UA College of Continuing Studies. The University of Alabama is committed

to complying with the Americans with Disabilities Act. Requests for accommodation of physical and/or dietary needs should be made at

least 30 calendar days in advance of the program date. Please email your request to [email protected]. A portion of the invoice amount

for this program will go to the Capstone Lifelong Learning Foundation to support activities of The University of Alabama and the College of

Continuing Studies.

51st a nn - aasbo.com · joining aasbo gives you the means to improve both yourself and your...

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