ISBE Regional Financial Consultant Sarah Healy will facilitate this free roundtable session.  This session supports both veteran and novice bookkeepers.

Rationale for the roundtable:

Share best practices and problem-solving strategies across districts
Support newer bookkeepers transitioning into these critical roles
Support veteran bookkeepers in improving consistency in financial operations and compliance procedures
Reduce isolation and build professional relationships
Stay current on regulatory changes and new software/systems
Strengthen collective knowledge to benefit all our districts
Help support each other regardless of your bookkeeping software systems
Potential Topics:

State reporting requirements(procedures, timelines, deadlines)
Audit review and best practices
FOIA requests and records retention
Software tips, tricks, and troubleshooting for vendor management
Payroll and benefits administration tools
Budget development timelines and quarterly changes
Budget-to-actual reports for your Supt.
Tax responsibilities and W2s
Record retention guidelines
Salary schedule implementation
Grant management and tracking
Multi-year forecasting strategies
6% bumps and other credible/non-credible earnings
Section 125 Plans and other tax benefit plans
CPPRT allocation requirements
Capitalization thresholds