Virtual Workshop Offerings

School Year 2027

REGISTRATION OPENS JULY 1!

Member Fee: $20 per Workshop

Non-Member Fee: $25 per Workshop

September 2, 2026

10:00 AM Activity Fund - Segregation of Duties: How to Do it and Survive

1:00 PM Treasurer - Treasurer Roles and Responsibilities

Septmeber 9, 2026

10:00 AM Payroll - Payroll Controls that Protect: Practical Safeguards for Every District

1:00 PM Human Resources - Speaking with One Voice: HR and PR Communication Strategies

September 30, 2026

10:00 AM Activity Fund - Receipting That Holds Up: Money Handling Policies that Protect Your School

1:00 PM Treasurer - The Treasurer's Workflow: Daily, Weekly and Monthly Routines that Work

October 7, 2026

10:00 AM Payroll - From W-4 to W-2: Getting it Right All Year Long

1:00 PM Human Resources - Balancing Transparency and Confidentiality When Responding to Harrassment Claims

October 28, 2026

10:00 AM Encumbrance Clerk - Encumbrance Clerk Roles and Responsibilities

1:00 PM Accounts Payable - From W-9 to Approval: Building a Strong Vendor Onboarding Workflow

November 4, 2026

10:00 AM Activity Fund - Managing Field Trips: From Permission Slips to Reconciliation

1:00 PM Treasurer - Treasurer Reporting Requirements Made Clear

November 11, 2026

10:00 AM Payroll - Form 941s Made Clear: Timing and Filing

1:00 PM Human Resources - Your HR Annual Cycle: Month-by-Month Tasks for a Smooth Year Transition

November 18, 2026

10:00 AM Encumbrance Clerk - Invoice Processing that Works: A Best-Practice Workflow

1:00 PM Accounts Payable - 1099s with Confidence: Avoiding Errors, Penalties, and Panic

December 2, 2026

10:00 AM Activity Fund - Setting Sponsors Up for Success: Clear Rules and Clean Records

1:00 PM Treasurer - Making Every Dollar Count: Smart Strategies to Stretch School Funds

December 9, 2026

10:00 AM Payroll - Deductions Done Right: Accuracy, Timing and Employee Communication

1:00 PM Human Resources - When Employees Want Out: HR Strategies for Graceful, Compliant Transitions

January 13, 2026

10:00 AM Activity Fund - From Cart to Compliance: Online Purchasing Best Practices

1:00 PM Treasurer - From Cash to Capital: Investment Essentials

January 27, 2026

10:00 AM Encumbrance Clerk - Doing What's Right: Ethical Decision-Making

1:00 PM Accounts Payable - Records that Stand Up to Audit: Retention, Organization & Compliance

February 3, 2026

10:00 AM Activity Fund - Amazon Purchasing for School Business Offices

1:00 PM Treasurer - Doing What's Right: Ethical Decision Making

February 24, 2026

10:00 AM Encumbrance Clerk - Blanket POs Made Simple: Structure and Smart Usage

1:00 PM Accounts Payable - Closing the Books: A Smooth Year-End for Your Office

March 3, 2026

10:00 AM Activity Fund - Common Activity Fund Audit Findings

1:00 PM Treasurer - Closing the Books: Treasurer Year-End Best Practices

March 10, 2026

10:00 AM Payroll - Year-End Payroll Practices: Finishing Strong

1:00 PM Human Resources - Benefits that Win Talent: Leveraging Benefits as a Recruitment Advantage

March 24, 2026

10:00 AM Encumbrance Clerk - Policies that Protect: Reviewing and Updating Your Policies, Practices and Procedures

1:00 PM Accounts Payable - Preparing for your Auditor: Documenation and Controls

March 31, 2026

10:00 AM Activity Fund - Trips, Tournaments & Performances: Financial Best Practices for School Travel

1:00 PM Treasurer - Where the Money Comes From: Understanding Funding Sources

April 7, 2026

10:00 AM Payroll - Payroll Reconciliation Essentials

1:00 PM Human Resources - Off-Contract Conversations: Conducting Exit Interviews

April 14, 2026

10:00 AM Encumbrance Clerk - Credit Cards: Controls, Compliance & Clean Records

1:00 PM Accounts Payable - Strategic Purchasing Prep for the Year Ahead