November Webinar
Procurement Fraud Schemes: Is Your School District At-Risk?
Speaker: Paula McCoy, Director of Business Services Ridgefield School District, Ridgefield, WA The procurement process is an important function in school districts for obtaining goods and providing services needed to support student learning. Unlawful manipulation of this process can open your school district up to various procurement fraud schemes. There are many risks and vulnerabilities associated with fraud schemes in procurement. This webinar will provide an overview of procurement fraud schemes and how the frauds were discovered. Participants will learn about the internal controls their district can implement to prevent them from becoming victims of fraud schemes. PowerPoint Presentation |
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Previous Webinars
Staying Current on Teacher Certification Guidelines and Procedures
Speakers: Rhonda Adams, Education Administrator Stacey Stallworth, Education Administrator Alabama Department of Education Teaching in Alabama K-12 public schools requires active Alabama educator certification. School Business Officials need to stay on top of changes and updates that might impact their district. During this webinar, the Office of Teaching and Leading, ALSDE, will provide an overview of the Alabama Certification guidelines, procedures, changes and updates. PowerPoint Presentation "Cheat Sheet" for Understanding Endorsement Codes |
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Eliminating Transportation Coding Issues for SDE Monitoring and Funding Calculations
Speaker: Jerry Lassiter, Financial Administrator, Alabama State Department of Education How you code your transportation operations will define how your district costs are reflected for funding and state reporting. Accurate reporting is crucial for ensuring your school system’s transportation funding is calculated correctly and for monitoring purposes. This webinar will review the financial code requirements and provide an overview of errors discovered during SDE monitoring. During this webinar, participants will learn how to eliminate transportation coding issues for monitoring and the upcoming personnel and transportation reports to the state. PowerPoint Presentation |
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What CSFOs Need to Know When Working with the Alabama High School Athletic Association
Speaker: Brandon Wallace, DragonFly Athletics Athletics are a major portion of the financial operations in Alabama schools. The Alabama High School Athletic Association provides guidelines and procedures. Attend this webinar for updated financial procedures and tools relative to school athletics including payments and ticketing. Resources: DragonFly Payments Overview DragonFly Payments Brochure DragonFly Academy for Financial Administrators |
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ESSER Update and Q&A
Speaker: Dr. Calandra Hawkins, Education Specialist Alabama Department of Education The Elementary and Secondary School Emergency Relief (ESSER) has brought many opportunities to school districts. With these opportunities come many questions and concerns on the use of these funds. This webinar will discuss updates and provide a platform to get answers to your questions. Join Dr. Calandra Hawkins, Education Specialist, ALSDE, as she will guides you in using these funds to the fullest. PowerPoint Presentation |
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2021 Legislative Update for School Districts
Speaker: Lissa Tucker, J.D., Director of Governmental Relations, Alabama Association of School Boards Each year AASBO provides a legislative update to inform members and review education related legislation. Lissa Tucker, Alabama Association of School Boards, will provide a summary of Enacted Legislation from the 2021 Legislative Session. Don’t miss this informative morning break webinar. PowerPoint Presentation |
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Setting the Record Straight: Handling Public Records for Alabama School Boards
Speaker: Jayne Harrell Williams, Esquire General Counsel & Director of Legal Advocacy, Alabama Association of School Boards Technology has had a major impact on how we treat public records in Alabama, but the legislature and the courts have not kept up. Join us to discuss what the law says about public records, how to maintain your records and how to handle public records requests. PowerPoint Presentation |
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Guiding Employees Through the Retirement Process
Speaker: Jennifer Tritz, Retirement Systems of Alabama School systems’ employees rely on the payroll/personnel department to guide them through the retirement process. This webinar will provide information, procedures and the steps employees should take when they decide to retire. It will include tips for guiding employers through the retirement process including completing the Retirement Application and an explanation of retirement benefits options. The employer’s section of the Retirement Application will also be covered. PowerPoint Presentation |
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SFO Preparation Study Group Meeting
Speaker: Linda McGhee, AASBO Are you considering sitting for ASBO International Certified Administrator of School Finance and Operations (SFO) exam? If so, you don’t want to miss this discussion and information on the Alabama ASBO SFO Preparation Study Group Program. Participate in this webinar for information on eligibility, program overview, timeline and enrollment. 941 & 941X and COVID-19 Issues and Corrections
Speaker: Dayna Reum, CPP, FFPC Director of Payroll Operations The form 941 is an essential form for all employers that pay employees and withhold federal and FICA (social security and Medicare) taxation. In recent years several changes to the 941 form have made it difficult to understand. The importance of reconciliation and completed of not only the Form 941 but Schedule B is becoming increasingly important for employers to avoid costly disputes with the IRS resulting in penalty and interest. In 2020 several COVID-19 legislation measures were passed that includes tax credit for certain employers. This webinar will review the tax credits along with how to claim them on the Form 941 and how to correct on the 941X for prior quarters if necessary. PowerPoint Presentation |
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Banking and Accounting Fraud
Speaker: Randy Wilborn, Vice President, Treasury Management Products and Service, Regions Bank This webinar will cover financial fraud committed against businesses, corporations, municipalities, schools and other commercial entities. It will describe the most commonly seen fraud schemes, how they are carried out, common red flags you should know and some best practices for preventing them used by peers in the industry. PowerPoint Presentation |
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What You Need to Know About Utilizing Series 2020 Bond Funds
Speaker: Frank Barnes, Director, Division of Construction Management, State of Alabama, Department of Finance Act No. 2020-167 (Series 2020 Bond Funds) provides funds for capital improvements in Alabama public schools. Attend this webinar to hear Frank Barnes discuss procedures for utilizing these bond funds. PowerPoint Presentation |
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Understanding the Audit Process: How to Prepare and Get Through an Audit Speaker: Nikki Morrison, Director of County Audits, Alabama Examiner of Public Accounts Is your school district ready for the 2020 audit? Being prepared for your audit will make the process more efficient, faster, and smoother. Nikki Morrison, Alabama Examiners of Public Accounts, will discuss the audit process and share tips on how to prepare for an audit. She will address some of the common issues with the audit process. Nikki will also discuss the remote audit process for 2020 and how it might be different from previous years’ audits. PowerPoint Presentation |
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Utilizing the Technology of Class Wallet to Improve Processing and Management of Teacher Supply Funds
September 22, 2020 Speakers: Lesley Bollendorf, CFSO, Talledega City Schools, Corey Peebles, CSFO, Tuscumbia City Schools and Jamie Rosenberg, Class Wallet Are you looking for a way to reduce processing time and improve management of teacher supply funds? If your current method is too time consuming, join two Alabama CSFOs as they share the benefits of utilizing Class Wallet. Participate in this webinar and gain valuable information on the use of this technology to streamline processing, manage and reconcile to your accounting records. PowerPoint Presentation Employee Leave During the Coronavirus Pandemic
August 19, 2020 Speaker: Anne R. Yuengert , Partner, Bradley As a new school year gears up and employees return to work, there are many concerns and questions about employee leave and the Coronavirus pandemic. This webinar is designed to review legislation relative to the Family Medical Leave Act (FMLA) and Families First Coronavirus Response Act (FFCRA). Join this webinar by speaker, Anne R. Yuengert, Partner, Bradley, where she will give the most recent information on the impact of legislation and how employers should handle and implement them. PowerPoint Presentation |
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Public Budget Hearings in Alabama School Districts
July 29, 2020 Speaker: Melanie Maples, CSFO, Decatur City Schools Alabama law requires each school district to hold two public budget hearings before the board of education votes to approve the budget. The hearings are an excellent opportunity to share information about your school system in a way that is about more than just numbers. Attend this webinar to learn how to present financial information to a non- financial audience in a concise and understandable format while adhering to the requirements of the law. PowerPoint Presentation |
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2020 Legislative Update
June 17, 2020 Each year, when the legislative session ends, there are several enactments of interest to education. Speaker: Lissa Tucker, J.D., Director of Governmental Relations Alabama Association of School Boards Presentation Handout Additional Resources: AASB Snapshots Legislative Services Agency: Fiscal Division |
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Procedures for Short Term Borrowing
May 20, 2020 Speakers: Alan Zeigler & Kane Burnette, Bradley Arant Boult Cummings LLP In the current economic climate, some school districts may need to consider short term borrowing to address potential cash flow needs. This session will review the borrowing options available to school districts under Title 16 of the Code of Alabama. PowerPoint Presentation Retirement Planning Options for Education Employees
March 11, 2020 Speaker: Sharon Massey, Retirement Systems of Alabama What questions do your employees have about retirement planning? This webinar will help you learn information that will assist you in helping your employees understand retirement planning options with the Retirement Systems of Alabama. PowerPoint Presentation |
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ALSDE Accounting Reports in AIM: What Are They and How Can They be Useful to CSFOs?
February 19, 2020 Speaker: Tina Kilpatrick, Alabama State Department of Education The SDE AIM Portal has several financial reports available to school districts. Do you know what they are? Do you know how to utilize them? This session will review these reports and provide tips on how to utilize them for information and to assist in reviewing and verifying data. PowerPoint Presentation |
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Understanding the E-Rate Process
January 15, 2020 Speaker: Devlynne D. Barnes, Education Administrator/E-Rate Coordinator Alabama State Department of Education During this webinar, participants will be presented with an E-Rate overview and how E-Rate funds may be used in local school districts. Participants will be provided information on the Alabama Bid Law and how it applies to both E-Rate and LEA purchases. The speaker, Devlynne Barnes, will also provide a tour demonstration of the ALJP (Alabama Joint Purchasing) State Master Contract website as a tool for purchasing. PowerPoint Presentation |
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Fringe Benefits: What are they and how do you setup and manage them in the NextGen Payroll Software?
December 16, 2019 Speaker: Jan Swiderski, Auburn City Schools Another calendar year is about to end and January will be the beginning of a new one. Please join us to learn about some of the IRS Fringe Benefits that are applicable to K-12 school districts and the procedures for setting up and handling them in the NextGen Payroll Software. PowerPoint Presentation |
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Utilizing Cooperative Purchasing to Improve and Maximize Your Procurement Process
November 13, 2019 Speaker: William Burnett, Omnia Partners Cooperative Purchasing allows education institutions the opportunity to save time and money by participating in shared procurement contracts. Tune in to this webinar for an overview of cooperative purchases and the benefits for your district. Learn new insights about Cooperative Purchasing and how to leverage the contracts to your advantage. PowerPoint Presentation Nationally Accepted Cooperatives Omnia Partners Contracts Examiners Approval |
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Understanding the SDE Transportation Formula and LEAPS Reporting October 8, 2019 Speaker: Jerry Lassiter, Financial Administrator, Pupil Transportation Section, Alabama State Department of Education Is your district’s transportation program operating efficiently? This webinar session will review efficiencies for operating a district’s transportation program. It will also include procedures for completing the SDE annual LEAPS and Transportation Reports. PowerPoint Presentation SDE Memo |
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Alabama's Simplified Sellers User Tax (SSUT)
September 25, 2019 Speaker: Kane Burnette, Partner, Bradley Act 2015-448, entitled the “Simplified Sellers Use Tax Remittance Act” allows “eligible sellers” to participate in a program to collect, report and remit a flat 8 percent Simplified Sellers Use Tax (SSUT) on sales made into Alabama. There have been some amendments since the original act. Attend this webinar to develop an understanding of SSUT and what impact it may have on your school district. PowerPoint Presentation SFO Preparation Study Group Meeting
September 23, 2019 Speaker: Linda McGhee, AASBO Are you considering sitting for ASBO International Certified Administrator of School Finance and Operations (SFO) exam? If so, you don’t want to miss this discussion and information on the Alabama ASBO SFO Preparation Study Group Program. Participate in this webinar for information on eligibility, program overview, timeline and enrollment. PowerPoint Presentation |
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Understanding Continuing Disclosure
August 21, 2019 Speaker: Matt Adams, Raymond James Governmental entities issuing bonds generally have an obligation to meet specific continuing disclosure standards set forth in continuing disclosure agreements. There are new disclosure requirements that affect governmental entities. Participate in this webinar to learn about the new requirements and how these changes may impact your school district’s debt portfolios and debt management policies and procedures. PowerPoint Presentation |
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PEEHIP Refund Process for Inactive/Terminated Employees
August 1, 2019 Speaker: Jason Pond, Harris School Solutions This session discusses the payroll procedures for the reimbursement of PEEHIP premiums to inactive/terminated employees. Handout 2019 Comprehensive Legislative Wrap-up Brief July 22, 2019 Speaker: Lissa Tucker, J.D., Director of Governmental Relations, Alabama Association of School Boards PowerPoint Presentation Each year, when the legislative session ends, there are several enactments of interest to education. Join Lissa Tucker as she provides a wrap-up brief of all enacted legislation from the 2019 Legislative Session. Don’t miss this valuable Morning Break Webinar. |
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PEEHIP Refund Process for Active Employees
July 8, 2019 Speaker: Jason Pond, Harris School Solutions This session discusses the payroll procedures for the July payroll for the reimbursement of PEEHIP premiums to current employees. |
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Developing/Creating an Annual Budget Book
June 19, 2019 Speaker: Karen Lusk-Smith, AASBO PowerPoint Presentation The process of Developing/Creating an Annual Budget Book includes planning and preparation and is a combined effort of the Board of Education, district administration, school staff and the public. A budget book may be used as an operations guide, financial plan and communication device to present the financial roadmap for the district. This webinar will give you tips on developing an Annual Budget Book for your district. |
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Who Does What at SDE and How to Find Information
May 15, 2019 Speakers: Dr. Michael O. Sibley, Director of Communication, Alabama State Department of Education Dennis Heard, Financial Administrator, Alabama State Department of Education PowerPoint Presentation Do you sometimes feel like you are “Mastering the Maze” when trying to find the correct contacts and information at the state department? If so, attend this webinar to find out Who Does What at the State Department of Education and How to Find Information. |
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Record Retention/Disposition Regulations
April 17, 2019 Speaker: Becky Hebert, State of Alabama, Department of Archives PowerPoint Presentation, Handout It is the responsibility of each school district to retain and dispose of records in compliance with the law, secure records properly, make records available upon request, know where and how records are stored and know who is responsible for the records. Participate in this webinar for an understanding of the law, requirements and the importance of the school district’s role in compliance. |
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Insurance and Risk Management for K-12 School Districts March 13, 2019 Speakers: Daryl Masters, Legal Counsel, Alabama Division of Risk Management Jana Ingels, Public Information Officer, Alabama Division of Risk Management Handout 1 & Handout 2 Effective risk management by school districts is essential. The Alabama Division of Risk Management provides insurance services to school districts. Tune in to this webinar to hear the benefits to schools that the Division of Risk Management provides at the lowest possible cost. |
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Business Intelligence and How It is Used to Help in Facility Management
February 20, 2019 Speaker: Josh Peach, Dude Solutions Handout When you come in to work, you may not know what the day holds. What kind of projects will be thrown your way? How your team will perform? What fires will need extinguishing? While you’re not expected to predict the future, it’s crucial that you know how to track and report on what your team has done and is currently doing. That way you’ll be able to show exactly what has been completed and, when the time comes, present the right data to secure more resources. Join this discussion on facility management for information on monitoring your facility activities and understanding why data is important and what data to use. |
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1099 vs. W2: Classifying Independent Contractors and Employees
January 23, 2019 Speaker: Linda McGhee, AASBO Handout You have just issued your W2's and 1099's for the 2018 calendar year. Are you sure your classifications are correct for your independent contractors and employees? It is critical that a school district correctly determines whether the individuals providing services are employees or independent contractors. Attend this webinar to understand the importance of correct classifications and what may happen when you are audited by the IRS and/or Department of Labor. |
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2018 Archived Webinars
2018 Calendar Year End
December 5, 2018 Speaker: Jan Swiderski, Auburn City Schools Handout 941’s, W-2’s, and calendar year-end processing. Internal Controls for Cybersecurity
November 8, 2018 Speaker: Susan Poling, Executive Director Alabama Leaders in Educational Technology Handout Stay on top of the wide range of cybersecurity threats sweeping the education sector by having the internal controls in place to prevent email scams, identify theft and other fraudulent activity. Session is designed for CSFOs, Payroll and HR. 2018 Year-End Close Procedures
October 17, 2018 Speakers: Tina Kilpatrick, Alabama Department of Education Lauren Butts, CSFO, Pelham City Schools Handout Get off to a running start, participate in this free webinar for a discussion on 2018-year end close procedures, edit checks and internal checklist for closing out your fiscal year. Supplement not Supplant Under ESSA September 26, 2018 Speakers: Julie Turner, Federal Programs Education Specialist Alabama Department of Education Handout This session will discuss general guidance on how local education agencies (LEAs) can use Title Funds under Every Student Succeeds Act (ESSA) which went into effect in July 2017. |
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