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