Knowledge Café

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

January 17, 2024

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

CTLE Presentation

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

CTLE Presentation

March 13, 2024

Review April SBO Calendar

<CTLE Presentation

April 17, 2024

Review May SBO Calendar

CTLE Presentation

May 15, 2024

Review June SBO Calendar

CTLE Presentation

June 26, 2024

Review July SBO Calendar

CTLE Presentation

July 20, 2022

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

CTLE Presentation

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.

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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.

CTLE Presentation

March 15, 2023

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

CTLE Presentation

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.

CTLE Presentation

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.

CTLE Presentation

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.

CTLE Presentation

July 20, 2021

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

October 20, 2021

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

CTLE Presentation

November 17, 2021

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

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

CTLE Presentation

March 23, 2022

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

CTLE Presentation

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

CTLE Presentation

May 18, 2022

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

CTLE Presentation

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

CTLE Presentation
SBO Calendar for July 2021 –
Uniform Grant Guidance – What’s New?
What is the SDIV Program All About?
When Should A District do an Assessment Roll Verification?
Tips on Getting Ready for the Claim Forms
Maintenance of Effort for Section 611/619 Grants
June 23, 2021 Presentation
SBO Calendar for June 2021, Review of Year-End Items, and Resources Available on Our Website May 26, 2021 Presentation
SBO Calendar for May 2021, School District Website Transparency OSC Audit, SED Claims Verification Project Overview April 21, 2021 Presentation
Overview of Property Tax Report Card Requirements, April Transportation Requirements for Non-Public School Request and NAPD, and Maximizing Instructional Materials Aid March 25, 2021 Presentation
March SBO Calendar, Submitting the Tax Cap, Review of 180 Day Instructional Requirement, Reporting Federal Grant Compliance, and Overview of Non-Resident Billing Process & Opportunities to Maximize Related Revenues February 24, 2021 Presentation
February SBO Calendar, Pension Plans, Required Reporting on Retiree Earnings, What is STAC and How to Access It January 12, 2021 Presentation

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

What Should I Know About Monthly Financial Reports?

December 15, 2020 Presentation
December SBO calendar, Output Reports – What & Where, Standard Workday & Reporting, Capital Project Reporting November 24, 2020 Presentation
The November SBO Calendar, Resources Available on our Website, and What an SBO Needs to Know About State and Federal Grants October 30, 2020 Presentation
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