-
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: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:
- Listing and describing reports that must be filed with federal, state, and local agencies
- Reviewing pertinent school law
- Introducing fund accounting processes
- Reviewing school organizational issues and operational issues (how school boards and administrators function)
- 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:
- Financial Account Codes for Missouri Schools
- The importance and impact of proper account coding
- How the coding structure allows uniform recording of funds passed from state and federal government sources
- 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:
- History of school finance in Missouri
- Key definitions
- Sources of revenue
- School funding formula
- State adequacy target
October conference and webinar
Lake Ozark
October
Lake Ozark
TBD
HR/Payroll Session from the 2023 MSBA Conference
TBD
November conference
Kansas City
Benefits Administration
The course will emphasize:
- Laws, regulations, and practical aspects of providing employees with medical, dental, vision, long-term disability, life, and long-term care benefits
- 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:
- Conflicts of interest
- Accountability
- 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:
- Ghost employment
- Bid collusion
- Bogus billings
- Falsification of public record
- 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:
- Legal requirements related to the Fair Labor Standards Act (FLSA)
- To whom the FLSA applies
- Minimum wage provisions of the FLSA
- Overtime provisions of the FLSA
- Child labor provisions of the FLSA
- Record-keeping requirements of the FLSA
- How to promote and ensure compliance with the FLSA
- 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:
- Administration of the collective bargaining contract in regards to discussion, grievances, complaints, salaries, wages, and benefits
- The legal differences between an employee and an independent contractor
- Issues related to at-will employees
- Workers’ compensation
- Job site discrimination
- Sexual harassment
April Spring
Conference
Lake Ozark
Leaves & Absences
This course will detail various types of employee leaves and absences including:
- Legal requirements related to leaves and absences
- Legal requirements related to temporary disability leave
- Legal requirements related to the Family and Medical Leave Act (FMLA)
- Workers Compensation as it relates to the district’s leave program(s)
- Federal military leave as required by the Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA)
- The difference between mandated state leave programs and local leave programs
- 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:
- Listing and describing reports that must be filed with federal, state, and local agencies
- Reviewing pertinent school law
- Introducing fund accounting processes
- Reviewing school organizational issues and operational issues (how school boards and administrators function)
- 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:
- Financial Account Codes for Missouri Schools
- The importance and impact of proper account coding
- How the coding structure allows uniform recording of funds passed from state and federal government sources
- 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:
- History of school finance in Missouri
- Key definitions
- Sources of revenue
- School funding formula
- 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:
- Investment terminology
- Federal Reserve system
- Reporting requirements
- Compliance with the Public Funds Investment Act
How to determine investment cycles
November
Workshop
Jefferson City
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:
- Conflicts of interest
- Accountability
- 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