Presentations

PAYROLL WORKSHOPS - FEBRUARY 2023

Payroll Day 1: Presentation
Payroll Day 2: K12 Montana Inc Payroll Security
Payroll Day 2: MPERA ERIC Enrollment and Payout Tips
Payroll Day 2: MSGIA Work Comp Payroll Reporting Presentation
Payroll Day 2: MSGIA Work Comp Payroll Reporting Tips
Payroll Day 2: MTSUIP Montana Schools Unemployment Insurance Program
Payroll Day 2: TRS: Termination Pay and Reporting Reminders
Payroll Day 2: TRS Termination Pay FlowChart

BUDGET WEBINAR SERIES - jANUARY - mARCH 2023

Monthly Budget and Cash Report
Montana School Budgets Presentation
Enrollment and ANB Guidance
Fund Review Presentation

CAMPAIGN ELECTRONIC REPORTING TRAINING - FEBRUARY 2023

Campaign Electronic Reporting Training System


Elections Workshop - December 2022

School Elections 2023

 

BUDGET WORKSHOPS - NOVEMBER 2022

Seasons of Budgeting 2022-2023 Presentation

 

MCEL - OCTOBER 2022

Budget Presentation
ESSER Funding Update

Fiscal Flexibility
 

NEW CLERK ACADEMY - september 2022

Compensated Expenditure Report
New SBO Accounting Basics
New SBO Board Meeting Minutes & Laws
New SBO E-Grant Close Outs
New SBO Employee Onboarding & Payroll
New SBO Funds Transfers
New SBO Resources

 

 

Summer Webinars - july 2022

Preparing for MAEFAIRS Reporting - TFS
Preparing for MAEFAIRS Reporting - Budgets

 

SUMMER NEW CLERK ACADEMY - june 2022

Accounting Basics
Coding
June Cleaning

 

Summer Conference - june 2022

American Fidelity User Group Meeting
Empower Your Employees to be Smart Shoppers
ESSA Per Pupil Expenditure Reporting
ESSER: Navigating Grant Compliance
Healthcare Trends

How To Make State Reporting Work for You
How to Survive Teacher Retirement  and Retirement Checklist
Indirect Cost Rates
JAVA=Not for Your Point of Sale
K12 Panel
Legislative Trio
Lets Review Things
Maximizing ESSER Funds Through Design-Build
Maximizing Medicaid Direct Care Reimbursements
Montana Board of Investments INTERCAP Loan Program
Onboarding Tips For Employers
Pupil Transportation
Ready to Retire
School Facilities Financing Overview
School Law Overview
School Nutrition
TRS Training for School Business Managers
TRS Recording
Tuition
Workers Compensation 101

 

 



Spring Region WOrkshops - april 2022

Region 3&6 - ESSER Grant
Region 3&6 - Cross Training & Succession Planning

Region 2 - Budget Presentation
Region 2 - Contractor Gross Receipts Tax Presentation
Region 2 - OPI Chart of Accounts
Region 2 - OPI ESSER Presentation

Region 5 -Cross Training-Preparing for Unexpected Absences
Region 5 - Fixed Assets and Gross Contractors Tax
Region 5 - Meme Slideshow

Region 5 - Pivot Table Instructions
Region 5 - Pivot Table Practice Data/Online Example
Region 5 - Pivot Table Practice Data/No Pivot Tables
Region 5 - Pivot Table Practice Data/With Pivot Tables

Region 5 - OPI Chart of Accounts
Region 5 - New Hire Check In
Region 5 - New Hire Probation Checklist
Region 5 - Exit Interview

Region 1 - Audit Awareness
Region 1 - CSCT
Region 1 - Elections
Region 1 - OPI ESSER Presentation
Region 1 - OPI Chart of Accounts


Region 4 - Design, Build & Maximizing Your ESSER Funds
Region 4 - Federal Programs Training
Region 4 - OPI Acceptable Uses of ESSER Funds
Region 4 - OPI Chart of Accounts
Region 4 - OPI Website Tour

 

BUDGET WORKSHOPS - MARCH 2022

Budget Workshop Presentation
Budgeting Spreadsheet

 

New Clerk Webinar - January 2021

Preliminary Budget Data Sheets
Student Enrollment Counts
Transportation Forms

 

 

Webinars - december 2021
 

Elections Webinar
New Clerks Webinar-Governmental Accounting
New Clerks Webinar-School Finance

Veteran Clerk Webinar-GASB 87 Leases
Veteran Clerks Webinar- Legislative Update

 

 

Technology - November 2021

Cyber Security 101
Interesting Apps Presentation

 

Elections - november & December 2021

School Elections
School Elections Webinar
 

veteran clerks - September 2021

GASB 87 Leases
Legislative Updates

 

Fall New Clerk Academy - September 2021

NC-Governmental Accounting
NC-School Finance
NC-Special Education Funding
NC-Transfers Between Funds

School facilities - September 2021

Facilities Planning-Funding Considerations
Facilities Planning-Leveraging ESSER Funds

Facilities Planning-Where to Start

 

Fall New Clerk webinar - September 2021

NC Webinar Enrollment Counts
NC Webinar Pupil Transportation
NC Webinar Compensation Expenditure Report

 

Summer conference follow up Webinar - july 2021

ESSR Updates
Legislative Update
Tuition

 

Summer New Clerk Webinars - july 2021

Preparing for MAEFAIRS Reporting - TFS
Preparing for MAEFAIRS Reporting - Budgets

summer conference & new clerk academy - june 2021

ESSA Per Pupil Expenditure Reporting
ESSER Funded School Improvements
Grants
Intercap
K12 Panel
Legislative Update
Maefairs Updates
MCSBO Process
MCSBO Test 1 Study Guide
MCSBO Test 2 Study Guide
MCSBO Test 3 Study Guide
NC-Payroll Manual Update
Playground Safety
School Facilities Financing
School Nutrition Programs
School Nutrition Resource Management
Tuition
Unemployment Insurance 101

 

SPRING REGIONAL WORKSHOPS - APRIL 2021

ESSA Per Pupil Expenditures
ESSER Presentation
ESSER HVAC Presentation
Indirect Cost Rate Presentation
Legislative Update
Pine Cove Tech Budget Template
Termination Pay Flowchart
Termination Pay W&C Reminders
TRS Retirees

 

BUDGET WORKSHOPS - MARCH 2021

Budget Workshop PowerPoint
Budget Workshop Presentation PDF
Budget Workshop Handouts
Budget Workshop Spreadsheet


 

new clerk academy - january 2021

Board Meeting Minutes
Student Enrollment Counts
Preliminary Budget Data Sheets
Pupil Transportation Forms
Resolution for FY2022 Budgets
FY2022 Notice of Intent Spreadsheet

ELECTIONS WORKSHOP- DECEMBER 2020
School Elections Presentation

NEW CLERK ACADEMY - SEPTEMBER 2020
NC Governmental Accounting
NC Payroll Reporting 4th Quarter
NC Reconciling to the County Treasurer
NC Special Education Funding
NC Student Enrollment Counts
NC Transportation for Clerks
NC Wage Base Reconciliation

 

REGIONAL ZOOM MEETINGS 2020
MASBO Zoom Presentations February 11, 17, 19
MASBO Zoom Presentation December 8, 10, 15
MASBO Zoom Presentation September 15-18
MASBO Zoom Presentation July 27-29

SUMMER NEW CLERK WEBINARS 2020
Preparing for MAEFAIRS Reporting - TFS
Preparing for MAEFAIRS Reporting - Budgets


SUMMER REGIONAL WORKSHOPS - JUNE 2020
Financial Management at FYE
Financial Management at FYE Planning Grid
CARES Act Funding
ESSA Reporting and OPI Chart of Accounts

 

MASBO/MTSBA BUDGET SYMPOSIUM - MARCH 2020
Budgeting at Local Level
Budget Process Local Level Part II
Other Budgeted Funds Chart
Non Budgeted Funds Chart


BUDGET WORKSHOPS - SPRING 2020
2020 Budget Workshop Spreadsheet
2020 Budget Workshop Document
Bozeman Long Range Strategic Plan

WEBINAR - WINTER 2020
Employee Benefits & Retention

ELECTIONS - FALL 2019
Elections Presentation

TECHNOLOGY - FALL 2019
Technology Best Practices
Using OPI GF Budget Spreadsheet
Whats in GEMS & How to Use It
What's New in Technology-Jeff Patterson

MCEL -  2019
Board Meeting Packets

NEW CLERK ACADEMY - FALL 2019
Governmental Accounting
Reconciling to the County Treasurer
Quarterly & Annual Payroll Reporting
Special Education Funding
Transportation

VETERAN CLERK WORKSHOP - FALL 2019
Digital Records Guidelines
Electronic Record Management
GASB84 Fiduciary Funds
Identifying Other Fiduciary Activities
2019 Legislative Session - Key Bills
Time Management Tips & Tricks

 

SCHOOL FACILITIES PLANNING & FINANCING - FALL 2019
Accounting for Construction Projects
Districts Required to Report Campaign Finance Activities
Energy Savings Performance Contracting
Election Calendar 2020
Funding Considerations
Legislative Changes for Elections

 

SUMMER CONFERENCE & NEW CLERK ACADEMY- 2019
1000FE-Flexibility and Efficiency
Building Reserve Fund
Credit Card Payments
Employer Training 101
Financial Management at FYE
Indirect Cost Review
Legislative Update
Making Sense of Health Care Reform
MCS Presentation Brochure
MCS Presentation List
MUST Healthcare Trends
MUST Smart Shopper
NC Grant Management
NC Infinite Campus Reporting for MAPS
NC Payroll Manual 
NC TFS Checklist
NC TFS Presentation
NC TRS Training 
QB User Presentation
Record Retention
School Law Overview
Shopkeep
Student Activity Fund Procedures
Student Records
Survive Teacher Retirement
Technology Best Practices
TOE CRP & Position Codes
TRS
Tuition Levy
Useful Spreadsheets-Excel Formulas BLANK
Useful Spreadsheets-Answers
What is a P-Card?
Yoga for Back Relief
Yoga for Energy
Yoga for Stress Relief

SPRING REGIONAL WORKSHOPS - 2019
Google Drive Basics
Grant Writing Basics & Resources for Schools
Legislative Update
TRS Termination Pay Webinar Video
TRS Termination Pay Webinar Slides

BUDGET WORKSHOPS - 2019
Budget Basics Workshop Presentation
Budget Basics Other Budgeted Funds
Budget Basics Non Budgeted Funds
2019 Budget Spreadsheet Tool
2019 Budget Workshops
Resolution for FY2020 Budgets
Resolution Spreadsheets for FY2020 Budgets

TECHNOLOGY WORKSHOPS - NOVEMBER 2018
Data Security
Erate Overview
Excel Spreadsheets
Google Drive
Schoolhouse IT

MCEL - 2018
Building Reserve Funds Permissive Levies

NEW CLERK ACADEMY - FALL 2018
Property Appraisal & Appeal Process
Quarterly & Annual Payroll Reporting 

SUMMER CONFERENCE & NEW CLERK ACADEMY 2018
Access Care Presentation
FMLA Presentation
How to Survive Teacher Retirement 
Internal Controls Over Expenditures
Making Cents of Wellness
MCSBO Certification
Mindfulness Training
Montana Department of Labor Handout
NC-Budgeted Funds
NC-Coding & Claims
NC- Coding & Claims Handbook
NC-Preparing for the TFS
NC-TRS
Payroll Manual Presentation
P-Card Organization
P-Card Policy
P-Card Use Agreement
P-Card Business Office Procedures
P-Card Employee Procedures
P-Card Lost Receipt
P-Card Authorization Activities
P-Card Payment Authorization
P-Card Check Out
P-Card BMO Spend Dynamics Instructions
Preparing for the Audit
Understanding Governmental Financial Statements
Understanding Governmental Financial Statements Spreadsheet
What's In Your Wallet

BUDGET BASICS -  2018
Budget Basics Presentation
Budgeted Funds 
Non Budgeted Funds

SPRING REGIONAL WORKSHOPS - 2018
HB647 Chart: Impacts on Property Taxes
November 2017 Special Session Update 
Termination Pay PowerPoint

BUDGET WORKSHOPS - 2018
Budget Workshop Presentation
Budgeting Spreadsheet

NEW CLERK ACADEMY - WINTER 2018
SB307 Example Notice
SB307 Permissive Levy Impact
NC Checklist MAY
NC Senate Bill 307
Preparing for the TFS
TFS Checklist




 

P.O. Box 400 | East Helena, MT 59635
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