Knowledge Cafe

July 17, 2024

Review of the August 2024 SBO Calendar and Tips on Preparing the 180-Day Calendar Claim Form and Form A Special Education Counts – Who is Counted?

Presentation

CPE Attendance Form

August 14, 2024

Review of 9/24 SBO Calendar, Claim/Proj. Aid for Buses, & Dual & Charter School Enroll. on Sch B/U1

Presentation

CPE Attendance Form

September 18, 2024

SBO Calendar for October 2024, Kathy’s Corner – Setting up Billing Opportunities for 2024-25, Form FB Claim Forms – How to Complete & How Aid is Generated and Questions and Answers

Presentation

CPE Attendance Form

October 29, 2024

SBO Calendar for November 2024, Website Review, SEDCAR-1 Reminders, Kathy’s Corner – Helpful Tips for the Budget Season Recommendations on How to Verify Key Information Reported in SIRS, Other News of Interest, and Questions and Answers

Presentation

CPE Attendance Form

November 20, 2024

Review SBO Calendar for December, Overview of the 25-26 Budget Process and Required Due Dates, and Mid-Year Wellness Check – Areas to Review in December 2024

Presentation

CPE Attendance Form

December 18, 2024

Review of SBO Monthly Calendar for January 2025, Review of Recent Comptroller Audits on Financial Conditions and Recommendations to Consider, and Output Reports – Suggestions on What to Review on the BCS, Private Excess Cost Aid, Transportation Aid, IMA, and the NRT Estimated Rate Output Reports.

Presentation

CPE Attendance Form

January 22, 2025

SBO Calendar February 2025, Tax Cap Resources, Kathy’s Corner – Reconciling Private Placement Bills, Overview of GASB 103 and the New Financial Reporting Requirements, Reviewing Some of the “Mysteries” of BOCES Billings, Questions and Answers

Presentation

CPE Attendance Form

February 19, 2025

SBO Guidebook for March 2025, Review of the Four Categories of Excess Cost Aid, Reviewing the Executive Budget for Your Own Budget Planning Purposes

Presentation

CPE Attendance Form

March 19, 2025

Review of the SBO Calendar for April 2025, Kathy’s Corner and A Walk-Through of Information Reported on the Tax Cap to a District’s Budget, Property Tax Report Card and Budget Notice

Presentation

CPE Attendance Form

April 16, 2025

SBO Calendar for May 2025, Kathy’s Corner – Required Information to Have on Your District Website, Review of Spring State Aid Reports and How to Read Them as You Plan for Year End – they can be tricky!

Presentation

CPE Attendance Form

May 21, 2025

SBO Calendar for June 2025, Kathy’s Corner – Tips on reviewing key applications to ensure current staff have access and passwords are up-to-date for year-end submissions, Key Reminders as 2024-25 Comes to a Close and 2025-26 Begins – Tips and Areas to Review to Maximize Revenues

Presentation

CPE Attendance Form

June 18, 2025

SBO Calendar for July 2025, Kathy’s Corner – Health and Welfare Billings – What Should or Shouldn’t be Included, Review of the new MOE Calculator and Tips on Claiming all Your Exemptions

Presentation

CPE_Attendance-Form_06.18.25

July 19, 2023

Outline of Knowledge Café’s mission, SBO Calendar for August 2023, Review of Various Business Portal Applications, SDIV Process, Verification of SIRS Data, Attorney Reporting, and Questions and Answers

August 16, 2023

Review of the September 2023 Calendar, Lessons Learned from An Interview with a New SBO regarding Claim Form Process and Preparing Form SA-139 for New Capital Projects

September 13, 2023

SBO Calendar for October 2023, Investing Available Funds, Tips for 2024-25 Budget Development and Budgeting and Recording State Aid and Real Property Taxes/STAR Properly

October 18, 2023

Review the SBO Calendar for November, Kathy’s Corner – Tips from a Seasoned SBO, Managing Transportation Contracts to Maximize State Aid, and Beginning the Budget Development Process for 2024-25 Budget

November 16, 2023

SBO Calendar for December 2023, Kathy’s Corner – Thoughts from an Interview with a Seasoned Business Manager/Treasurer, Tips on Performing a Mid-Year Review of the Current Budget, Monthly Reports, State Aid Projections, Fund Balance and Long-Range Planning Opportunities

December 20, 2023

SBO Calendar for January 2024, Kathy’s Corner – What You Should Know if Your District is Scheduled for a Comptroller’s Audit, Tips for What to Verify on Your Claim Forms and Outputs Reports

January 17, 2024

Review of the February SBO Calendar and Tools to Survive the Budget Development and Tax Calculation Season

February 14, 2024

SBO Calendar for March 2024, Single Audit and Single Audit Exemption Filings, Review Your 180-Day Calendar Now, Budgeting Tips in Uncertain or Changing Times, and Questions and Answers

March 13, 2024

SBO Calendar for April 2024, Kathy’s Corner – Planning Summer ESY Programs, Projecting Fund Balance, Understanding the Three-Part Budget, Contingent vs. Non-Contingent Expenses, and Discussion on What to Cut if Need to go to a Contingency Budget

April 17, 2024

SBO Calendar for May 2024, Reviewing Spring General Aid Payment Certificates, Springtime Tasks – Claims Verification Project, NAPD, Administrative Salary Disclosure and Updating Your District Website with Required/Recommended Financial Information.

May 15, 2024

SBO Calendar for June 2024, Kathy’s Corner – Section 611/619 grants and Excess Cost Aid – tips on maximizing state/federal aid for special education services provided, Review of key deadlines related to building aid and getting prepared for 24-25 IDEA grant applications.

June 26, 2024

SBO Calendar for July 2024, Getting Ready for the New Year – Updating Contact and Passwords, Update on Federal Grants Uniform Guidance and Other Related Matters, Areas to Review as the Year Ends and Next Year Starts

July 20, 2021

Review of the School Business Official Calendar for August and Other Related Topics

August 24, 2021

Tips on Completing the SA132/SA135 – BAN/Bonds, Interest Rate Reduction Waiver, Schedule F6 – Bus Amortization, and Supplemental Schedules SS31-34, Accounting for Transportation Aid Reduction, and Review of Key Areas of the ST-3 for Maximizing Aid

September 22, 2021

SBO Calendar for October 2021 Review, Form SA-139 – When and How to Complete, Payroll Reporting – Overview of What Every SBO Needs to Know and Details on How State Aid is Paid and Classified by Revenue Source at the District-Level

October 20, 2021

Review of the SBO Calendar for November, Kathy’s Corner, Transportation Contracts, and Budget Development Process

November 17, 2021

SBO Calendar for December 2021, Kathy’s Corner, Financial Surveys Due 21-22, Corrective Action Plans Tips and Mid-Year Review

December 15, 2021

SBO Calendar for January 2022, Kathy’s Corner, Updates for Tax Cap Calculation, Tips on Reviewing Monthly Financial Reports, and Suggestions on How to Budget for State Aid and Salaries

January 19, 2022

SBO Calendar for February 2022, Kathy’s Corner-Understanding Invoices from Your BOCES and Calculating Building Aid for Your Budget and Tax Cap

February 16, 2022

Review of the SBO Calendar for March 2022, Kathy’s Corner – What a SBO Needs to Know About Preparing Public SWD Placement Verifications in STAC to Maximize State Aid, and Tips on Budgeting O & M, Transportation and Debt Service in These Unique Times

March 23, 2022

Review of the SBO Calendar for April 2022, Kathy’s Corner, Fund Balance Projecting, Planning and Reporting

April 20, 2022

SBO Calendar for May 2022: Budget Calendar for May and Budget Notice Tips, Claims Verification Project, Kathy’s Corner: Administrator Salary Disclosure, Tips for Managing New Federal Grants and Other Tips in Advance of Year-End

May 18, 2022

SBO Calendar for June 2022, Kathy’s Corner: New Records Management Guidance and Getting Ready for 2022-23 School Year

June 22, 2022

Review of SBO Calendar for July 2022 and Key Deadlines , Are Your Ready for 22-23 – Making Sure Passwords and Sign-ins are Up to Date, and Tips for Preparing Claim Forms

July 20, 2022

Review of the August SBO Calendar, September SBO Calendar, Tips for Completing the Claim Forms. ST-3 and Claim Forms

August 24, 2022

Review of the September SBO Calendar, Tips for Completing the Claim Forms, ST-3, SA-132/SA-135, Interest Rate Reduction Waiver and Schedule F6-Bus Amortization, Review of the CARES, CRRSA and ARPA Deadlines, and Areas to Review from 21-22 that Can Provide Planning Opportunities in 22-23.

September 28, 2022

SBO Calendar for October 2022, Review of Upcoming State Aid Deadlines, Review of Upcoming Federal Grant Deadlines, Kathy’s Corner – What to Look for with Fall State Aid payments, Excess Cost Aid – How Does it Work and What Should Every SBO Know

October 19, 2022

SBO Calendar for October 2022, Open Tasks from the Summer, Kathy’s Corner – Claiming CSPE Admin Fee – Are You Getting All that You Are Intitled To? And Overview of State and Federal Grants – What a SBO Needs to Know

November 17, 2022

SBO Calendar for December 2022, Standard Workday Reporting, Kathy’s Corner – Review of Office of Audit Service’s Financial Surveys, Review of State Aid Reports – Legislative and Executive Budget information, Output Reports, Payment Certs, and Building Aid Reports

December 14, 2022

SBO Calendar for January 2023, December 31 Reminders, Kathy’s Corner – Communicating and Reporting Homeless Reimbursements Effectively, Tips on How to Review State Aid Projections for 22-23, Planning for the 23-24 Tax Cap

January 18, 2023

SBO Calendar for February 2023, Where Do You Get Information to Calculate Building Aid, and an Overview of ERS and TRS Systems – Their Rates, Billing Cycles, Retiree Reporting and Section 212 Waivers

February 15, 2023

SBO Calendar for March 2023, Building Condition Survey, Tips on Finding the Details of the Executive Budget proposal, 180-day calendar monitoring and first semester attendance reporting, and review of billing opportunities.

March 15, 2023

SBO Calendar for April 2023, Kathy’s Corner – Tips on Monitoring and Spending IMA Eligible Expenditures by June 30^th, Property Tax Report Card Guidance, Spring Transportation Tasks, and Instructional Materials Aid – How to Maximize Your Aid

April 19, 2023

Review of the SBO calendar for May 2023, areas to check to maximize/receive State Aid, and actions needed this spring to maximize aid from the CRRSA/ARP grants.

May 17, 2023

Review SBO Calendar for June 2023, Kathy’s Corner – Lessons learned from completing Supplemental Schedules SS10-SS16, State Aid Reconciliation – how to determine how much General Fund State Aid is still owed your district and how to prove it.

June 14, 2023

Review of SBO Calendar for July 2023, Steps for Reporting Tax Cap Compliance and Verification of Assessment Rolls, Getting Ready for the Reorganization Meeting and Tips for Documenting Compliance with the Eligibility Standard for the MOE Calculator for Section 611/619 Grants.

January SBO Calendar, Tax Cap Information – Where Do I Find It?

What Should I Know About Monthly Financial Reports?