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Session 1
Find the class you want to attend and click on the meeting link to join.
Finance
Break 10:05 - 10:20 | 15 Minute
Break 11:20 - 11:30 | 10 Minute
Lunch 12:30 - 1:30 | 1 Hour | PFSP leadership will be available during this time for any questions you may have or just to say hi, Click here: Meet
Break 2:30 - 2:45 | 15 Minute
Budget 101
Budget 101
Presentation Link: Click Here
Session Recording Link: Click Here
Description: This training will provide an overview of the PPS budget process. Topics covered include: the budget planning cycle, the PPS Strategic Plan and an overview of funds.
Speaker(s): Nolberto Delgadillo (Chief Financial Officer) & Jordan Cooper (Confidential Executive Assistant to Chief Financial Officer)
Department & Contact: Office of CFO
Target Audience: All Staff
Changes to Online Ordering and Purchase Order Process, PCard Updates
Changes to Online Ordering and Purchase Order Process, PCard Updates
Presentation Link: Click Here
Description: We're overhauling online ordering and purchase order processes in 22-23, join this session for specifics on how it impacts you. We will also have updates from the PCard program. Intended audience: School Secretaries, Principal's Secretaries, Bookkeepers, BESC staff involved in the buying process, and PCard holders.
Speaker(s): Travis Allison (Purchasing Manager) & Stephen Hirai (PCard Manager)
Department & Contact: Purchasing & Contracting
Target Audience: Administrative Assistants, Bookkeepers, Business Managers, Business Ops Analysts, Principal's Secretaries, and Secretaries involved in the buying process
Cobblestone: Review and Reminders for Experienced Users
Cobblestone: Review and Reminders for Experienced Users
Session Recording Link: Click Here
Description: This course is intended for users that have been applying the basic functions in Cobblestone. We will answer questions and give some tips on advancing skills.
Speaker(s): Erica Kreger (Contracts Manager) & Emily Courtnage (Director of Purchasing & Contracting)
Department & Contact: Purchasing & Contracting
Target Audience: For experienced users and/or staff that want to learn more about Cobblestone
Contracting Basics
Contracting Basics
Presentation Link: Click Here
Session Recording Link: Click Here
Description: This course is for new Assistants and Bookkeepers to learn about the basics of contracts.
Speaker(s): Erica Kreger (Contracts Manager) & Emily Courtnage (Director of Purchasing & Contracting)
Department & Contact: Purchasing & Contracting
Target Audience: New Learners and refresher option for experienced staff
Great idea, how do we pay for it? All About Funding Sources
Great idea, how do we pay for it? All About Funding Sources
Presentation Link: Click Here
Description: There are various revenue sources in your budget. In this training, the Budget and Grants team will discuss funding sources: consolidated budgets funded by the General Fund, grant funding, and Student Body Funds. These funding sources have different uses. The Budget and Grants team will teach you about funding sources, how to create and interpret relevant reports, and connect you with resources to support your work.
Speaker(s): Kristin Johnson (Sr. Accountant/Analyst) & Gary Stamps (Accountant/Analyst)
Department & Contact: Budget and Grant Accounting
Target Audience: New learners and refresher option for experienced staff
How to Be a Fraud Fighter
How to Be a Fraud Fighter
Presentation Link: Click Here
Description: Fraud Awareness
Speaker(s): Tracy Pinder (Senior Director of Financial Services)
Department & Contact: Financial Services
Target Audience: Required training for new staff and refresher option for experienced staff
How to Tell Your Story Through a Journal Entry
How to Tell Your Story Through a Journal Entry
Presentation Link: Click Here
Description: All about Journal Entries!
Speaker(s): Abdullah Elmadhoun (Accountant/Analyst) & Tracy Pinder (Senior Director of Financial Services)
Department & Contact: General Ledger
Target Audience: School Administrative Assistant I, Administrative Assistants, Bookkeepers
Intro to Financial Reports
Intro to Financial Reports
Presentation Link: Click Here
Session Recording Link: Click Here
Description: Have you struggled to find the financial information you need in our financial system? The Budget & Grant Accounting team will walk you through the basics of pulling reports in PeopleSoft FIN and HRMS. The team will also explain how to interpret the reports.
Speaker(s): Junho Chang (Dept. Systems Manager) & Aaron Musk (Sr. Accountant/Analyst)
Department & Contact: Budget and Grant Accounting
Target Audience: New learners and refresher option for experienced staff
Refresh Yourself: Accounts Payable For All!
Refresh Yourself: Accounts Payable For All!
Presentation Link: Click Here
Description: Training for newbies and refresher for veterans.
Speaker(s): Rebecca Dingman (Accounts Payable Manager) & Shawna DeWitt (Fiscal Services Associate II)
Department & Contact: Accounts Payable
Target Audience: New Learners and refresher option for experienced staff
SchoolPay!
SchoolPay!
Session Recording Link: Click Here
Description: This session will cover navigating through SchoolPay as well as new features and updates.
Speaker(s): SchoolPay Staff & Jordan Cooper (Confidential Executive Assistant to Chief Financial Officer)
Department & Contact: Student Body Funds
Target Audience: New learners and refresher option for experienced staff
Tools for working with Local School Foundations, PTA's & Grants
Tools for working with Local School Foundations, PTA's & Grants
Presentation Link: Click Here
Description: In this course you will learn more about the various organizational groups that currently support PPS schools, such as school foundations, affiliated foundations, independent foundations, PTA's and PTO's. You wil also leave with fundraising best practices, tips and gaurdrails that can enhance your school's fundraising practices.
Speaker(s): Robyn Faraone, Director, Strategic Partnerships | Nailah Roque, School Partnerships Manager, Strategic Partnerships | Agnieszka Zoltowski, Accountant/Analyst, Budget Office
Department & Contact: Strategic Partnerships | https://www.pps.net/strategicpartnerships
Target Audience: Required training for new staff and important information for veteran staff
Travel, Training and Expense Reimbursement...Oh My!
Travel, Training and Expense Reimbursement...Oh My!
Presentation Link: Click Here
Description: How to navigate travel, training and employee expense reimbursement processes.
Speaker(s): Rebecca Dingman (Accounts Payable Manager) & Suzanne Rademacher (Fiscal Services Associate II)
Department & Contact: Accounts Payable
Target Audience: New Learners and refresher option for experienced staff
What Do I Do When I Don't Know What to Do? Introduction to Student Body Funds
Presentation Link: Click Here
Session Recording Link: Click Here
Description: This session will cover introductory Student Body Funds information including, but not limited to, SchoolPay, EPES, the Student Body Fund Manual, etc.
Speaker(s): Premila Kumar (Sr. Accountant/Analyst) & Abdullah Elmadhoun (Accountant/Analyst)
Department & Contact: Student Body Funds
Target Audience: Required training for new staff and refresher option for experienced staff
Where did I put that money? Why we care about Account Codes
Where did I put that money? Why we care about Account Codes
Presentation Link: Click Here
Session Recording Link: Click Here
Description: Account Codes can appear very complex and confusing. When used consistently and appropriately, Account Codes give the District the ability to complete meaningful and useful reports for both internal and external audiences. An accurate Account Code tells us just about everything we need to know about the resources being used at your school, whether it be a teacher, a contract service, or a pencil. Join the Budget and Grants Team to learn about Account Codes and how you will use them in your role.
Speaker(s): Agnieszka Zoltowski (Accountant/Analyst) & Stacey Hoang (Sr. Budget Analyst)
Department & Contact: Budget and Grant Accounting
Target Audience: Required training for new staff and refresher option for experienced staff
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