Business Manager Academy

Individually we have answers, but together we create solutions

The North Central Educational Service District Business Manager Academy is designed to provide school district Business Managers step by step training on all fiscal processes throughout the year. The Academy features a detailed training plan over the course of approximately 60 hands-on Learning Labs.

Fee-For-Service: Additional one-on-one support can be available based on NCESD staff capacity.

View Business Manager Academy Informational Flyer >

Sign up today! The Academy offers Business Managers more than 650 hours of training and support over the course of one year.

Contact Trisha Schock to learn more about this unique, hands-on training opportunity for school districts!

Contact NCESD & Get Started

Through the Academy, school districts receive hundred of hours of various training support:

Weekly Check-Ins

OSPI Bulletins
SAO & WASBO Updates
NCESD Updates
Open Office Hours Based on District Needs
Surplus Property
Small Works Rosters
Procurement Requirements
Suspension & Debarment
Unclaimed Property
Depository & Cash Reconciliations
Running Reports & Auto Reporting Setup
Motor Pool Debit / Credit Transfers
Managing Programs

Monthly Tasks

Direct Receipts JE
Formatted JE
Correcting JE’s
Local Receipts JE
JE’s (District Specific)
Debit / Credit Transfer JE
Balance Sheet Reconciliation
F-197 Reconciliation
Refund of Expenditures & Revenues
Investment Letters
Grant Claims & Grants Management
Financial Statement Presentation
Cash Flow

Year End

F-197’s
To/From Short & Long Form
PO Encumbrances – Clean-up & Close
Commodities JE
Food Service Inventory JE
Title I per Pupil Expenditures
GASB Implementation
Sub-Fund Expenditures Reconciliation
Activity 34 & Program 8900 Reconciliation
Final Refund of Expenditures
Revenue Accruals & Reconciliation
OSPI Carry-Over / Recovery Spreadsheet
Debit / Credit Transfer
SPED & Federal MOE
Leave Liability Worksheet
Indirect Calculations
F-196 EDS Submission
SEFA
Pension Reporting Reconciliation
Financial Statement Presentation
Notes to the Financial Statements

Budget

Analyze K-3 Class Size
Grant Carryover Projections
F-203 Training
Bud-X Updates
- Staffing Changes
- John Jenft Rates
- Payroll Rates
- New Assignment Breakdowns
- MSOC’s
Develop Program Budgets
Work with ASB for Program Budgets
Enrollment Projections
Balance Programs
Reconcile Bud-X
Reconcile Salary Negotiations to Bud-X
Beginning Fund Balances Calculations
Debit / Credit Transfer Reconciliations
Budgets for All Funds
Skyward Imports
Crosswalks
F-195 EDS Submission
F-195F
Financial Statement Presentation

School District Financial Overview

Chart of Accounts Structure
Chart of Accounts Cheat-Sheet
Accounting Manual
School Funding Formula
Bud-X Overview
Indirects
County Treasurer
EDS Access & Navigation
- F-195, F-195F, F-196, F-197, F-203
- Grant Claims
- S-275
ListServ Subscriptions
Access for IRS, DOR, DOR, WINS, CEDARS, SAW, and SAM
Organizational Websites
- OSPI
- WASBO
- WSSDA
- WSPA
- WAMOA

Compliance & Misc Training

Time & Effort Setup and Qtrly Reconciliations
Verify & Update Payroll Distributions
Levy Certifications
Levy & Bond Training
Debt Payments and JE’s
Updating Bud-X & Budget with January Adjustments
Verify Poverty Data
EMMA Reporting
Budget Extensions
Cutoff Posting
Managing & Approving PO’s
SPED Excess Cost Worksheet

Skyward

Security
Navigation
Account Management
PO Management

Additional Resources

Video library of step by step instructions for all processes – allowing Business Managers to reference back to the training as needed
Tools and templates for best practices