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!

Email Trisha Today

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

  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Security
  • Navigation
  • Account Management
  • PO Management
  • 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