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    MoASBO School Operations Academy 

    Whether you are new to a position in school business, have recently taken on new responsibilities, or are looking to broaden your scope for career advancement, the MoASBO School Operations Academy is your one-stop-shop for administrators seeking a better understanding of school finance and operations. This year-long program is designed as an entry-level training, but it is also useful as a refresher for experienced business professionals. MoASBO membership is required for all Academy participants.

     

    Who Should Attend:

    • New school operations administrative staff
    • School operations administrators taking on a new area of responsibility
    • Established administrators looking for a refresher on the basics
    • New superintendents seeking a basic understanding of school business issues

     


    Benefits for You and Your School District:

    • Learn proven techniques from experienced practitioners
    • Gain ideas to create efficiencies and reduce costs
    • Exchange challenges and solutions with your peers
    • Build a network of contacts across the state


    Academy Requirements:

    • 2023/24 MoASBO Active Membership
    • Academy Registration
    • 2023 MSBA/MASA/MoASBO Conference registration and attendance - November 2-4, 2023 at Kansas City Convention Center
    • 2024 Spring Conference registration and attendance - April 22-24, 2024 at Margaritaville Resort Lake Ozark

     

    Tracks:
    Please see each track's course curriculum below.  

    • Accounting
    • Human Resources/Payroll

     

    Cost of Program:

    The charge for participation in the Academy is $600. Participants select an area of emphasis: Human Resources /Payroll or Bookkeeping/Accounting.

    Additional fees will be incurred for the conferences and any courses chosen from the alternate area of emphasis. 

     

    The registration deadline is August 31. Fees are non-refundable. A credit card is the preferred method of payment. Checks are also accepted and should be mailed to: MoASBO, 3550 Amazonas Drive, Jefferson City, MO 65109


    Note: Course content, presenters, dates, times, locations, and delivery methods are subject to change at the discretion of the executive director.


    MoASBO School Operations Academy Sponsored By:      

     MARCO

     

    MoASBO School Operations Academy Curriculum

     

    HR/PAYROLL

    Course Description

    Month Offered

    Overview of School Business Operations

    An overview of school business operations with a focus on several key areas, including:

    1. Listing and describing reports that must be filed with federal, state, and local agencies
    2. Reviewing pertinent school law
    3. Introducing fund accounting processes
    4. Reviewing school organizational issues and operational issues (how school boards and administrators function)
    5. Exploring inter-relationships between the business office and site operations – technology, facilities, maintenance, transportation, and food service.

    Part of the program is devoted to discussion about the roles and functions of the school business official and how business, finance, and HR departments work together.

    September Workshop

    Jefferson City

     

    Account Codes and the DESE Accounting Manual

     

    Information to be covered in this course includes:

    1. Financial Account Codes for Missouri Schools
    2. The importance and impact of proper account coding
    3. How the coding structure allows uniform recording of funds passed from state and federal government sources
    4. How resources and reference materials evolve and change as the business environment and requirements for public information change

    September Workshop

    Jefferson City

    Overview of Missouri School Finance Part I & II

    An overview of how schools are financed in the state of Missouri. Topics to be covered include:

    1. History of school finance in Missouri
    2. Key definitions
    3. Sources of revenue
    4. School funding formula
    5. State adequacy target

    October conference and webinar

    Lake Ozark

    SOA Roundtable

     

    October

    Lake Ozark

    TBD

    HR/Payroll Session from the 2023 MSBA Conference

    TBD

    November conference

    Kansas City

    Benefits Administration

    The course will emphasize:

    1. Laws, regulations, and practical aspects of providing employees with medical, dental, vision, long-term disability, life, and long-term care benefits
    2. Issues related to Affordable Care Act, HIPAA, COBRA, 403 (b), 401 (a), and Section 125 plans

    November

    Workshop

    Jefferson City

    Ethical Leadership

    The course covers the legal, moral, and philosophical issues associated with proper business ethics. The course will review policies and codes of conduct that can serve as guidelines for employees to follow when and/or if confronted with tough or difficult decisions. Course material will also cover topics such as:

    1.  Conflicts of interest
    2.  Accountability
    3.  Public trust

    November

    Workshop

    Jefferson City

    Payroll Fraud Prevention

    In this course, participants will learn to spot behavior or practices that may indicate fraudulent behavior, such as:

    1. Ghost employment
    2. Bid collusion
    3. Bogus billings
    4. Falsification of public record
    5. Fraudulent work-related or personal injury claims and theft

    Appropriate actions to take to investigate suspected fraud will be discussed. We will explore the legal duty and appropriate steps to pursue individuals suspected of fraudulent activities and learn to develop policies, practices, and procedures to reduce or eliminate fraud. 

    March

    Webinar

    Fair Labor Standards Act Administration

    Topics to be covered in this course:

    1. Legal requirements related to the Fair Labor Standards Act (FLSA)
    2. To whom the FLSA applies
    3. Minimum wage provisions of the FLSA
    4. Overtime provisions of the FLSA
    5. Child labor provisions of the FLSA
    6. Record-keeping requirements of the FLSA
    7. How to promote and ensure compliance with the FLSA
    8. Best practices in complying with the FLSA, including policies, procedures, checklists, and forms

    April Spring

    Conference

    Lake Ozark

    Labor Relations/Contract Administration

    The course will detail:

    1. Administration of the collective bargaining contract in regards to discussion, grievances, complaints, salaries, wages, and benefits
    2. The legal differences between an employee and an independent contractor
    3. Issues related to at-will employees
    4. Workers’ compensation
    5. Job site discrimination
    6. Sexual harassment

    April Spring

    Conference

    Lake Ozark

    Leaves & Absences

     

    This course will detail various types of employee leaves and absences including:

    1. Legal requirements related to leaves and absences
    2. Legal requirements related to temporary disability leave
    3. Legal requirements related to the Family and Medical Leave Act (FMLA)
    4. Workers Compensation as it relates to the district’s leave program(s)
    5. Federal military leave as required by the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA)
    6. The difference between mandated state leave programs and local leave programs
    7. How to manage leave and absence programs and legal requirements as they relate to the programs

    April Spring Conference

    Lake Ozark

     

     

     

    ACCOUNTING

    FINANCE

    Course Description

    Month Offered

    Overview of School Business Operations

    An overview of school business operations with a focus on several key areas, including:

    1. Listing and describing reports that must be filed with federal, state, and local agencies
    2. Reviewing pertinent school law
    3. Introducing fund accounting processes
    4. Reviewing school organizational issues and operational issues (how school boards and administrators function)
    5. Exploring inter-relationships between the business office and site operations – technology, facilities, maintenance, transportation, and food service.

    Part of the program is devoted to discussion about the roles and functions of the school business official and how business, finance, and HR departments work together.

     

    September

    Workshop

    Jefferson City

     

    Account Codes and the DESE Accounting Manual

     

    Information to be covered in this course includes:

    1. Financial Account Codes for Missouri Schools
    2. The importance and impact of proper account coding
    3. How the coding structure allows uniform recording of funds passed from state and federal government sources
    4. How resources and reference materials evolve and change as the business environment and requirements for public information change

     

    September

    Workshop

    Jefferson City

    Overview of Missouri School Finance Part I & II

    An overview of how schools are financed in the state of Missouri. Topics to be covered include:

    1. History of school finance in Missouri
    2. Key definitions
    3. Sources of revenue
    4. School funding formula
    1. State adequacy target

    October conference and webinar

    Lake Ozark

    SOA Roundtable

     

    October

    Lake Ozark

    Basics of Investing School Funds

    Topics to be covered in this course:

    1. Investment terminology
    2. Federal Reserve system
    3. Reporting requirements
    4. Compliance with the Public Funds Investment Act
      How to determine investment cycles

     

     

     

    November

    Workshop

    Jefferson City

    Ethical Leadership

    The course covers the legal, moral, and philosophical issues associated with proper business ethics. The course will review policies and codes of conduct that can serve as guidelines for employees to follow when and/or if confronted with tough or difficult decisions. Course material will also cover topics such as:

    1.  Conflicts of interest
    2.  Accountability
    3.  Public trust

    November

    Workshop

    Jefferson City

    Making and Communicating the Budget Plan

     

     

    This session will share tips on planning the budget timeline and priorities and how to share those with the board and public.  

    November 2023 Webinar

    Projecting Current Year Actuals to Springboard Next Year's Budget

    This session focuses on creating the most accurate budget by starting with projecting the current year actual revenues and expenditures by line. Doing this work will assure you are not leaving money on the table year after year. 

     

    January 2024

    Webinar

    Creating Your Key Budget Assumptions

    In this session, we will discuss the key revenue and expenditure areas you will need to create data assumptions around to budget most accurately. We will share tips and files that will help you in this work. 

    February 2024

    Webinar

    Meeting Statutory Budget Requirements

    The five state requirements for your budget document are critical. Learn what they are and how to achieve them in your final budget document. We will make special focus on building a good budget summary (requirement #5). 

    March 2024

    Webinar

    Writing and Communicating the Budget Message and Document

    In this brief final session, we will help you with creating your budget message and presentation to the board and public for a final budget document. 

    April 2024

    Webinar