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New York State School Boards Association

FIS 101: FISCAL OVERSIGHT FUNDAMENTALS

Feeling overwhelmed by your school board's financial responsibilities? Then plan to attend in 2010!

Dates & Locations
July 10 - Ithaca	July 24: Long Island	August 7: Rochester
Hilton Garden Inn 130 East Seneca Street Ithaca, NY 14850 (607) 277-8900 www.ithaca.hgi.com	Melville Marriott 1350 Old Walt Whitman Road Melville, NY 11747 (631) 423-1600 www.melvillemarriott.com	Marriott Rochester Airport 1890 West Ridge Road Rochester, NY 14615 (585) 225-6880 www.rochestermarriotthotels.com
August 21: White Plains	September 25: Albany	September 25: Olean
White Plains Crowne Plaza 66 Hale Avenue White Plains, NY 10601 (914) 682-0500 www.crowneplaza.com/whiteplainsny	Holiday Inn Wolf Road 205 Wolf Road Albany, NY 12205 (518) 458-7250 www.hialbanywolf.com	Hampton Inn 101 Main Street Olean, NY 14760 (716) 375-1000 www.hamptoninn.com
October 2: Lake Placid	November 6: Syracuse	December 4: Islandia
Crowne Plaza Resort & Golf Club 101 Olympic Drive Lake Placid, NY 12946 (518) 523-2556 www.lakeplacidcp.com	Genesee Grande 1600 East Genesee Street Syracuse, NY 13210 (315) 476-4212 www.geneseegrande.com	Islandia Marriott 3635 Express Drive North Islandia , NY 11749 (631) 232-3000 www.marriott.com
* These dates and locations are held in conjunction with GOV 101: New School Board Member Academy.
Participants will receive 4 points in the School Board U Recognition Program for each module completed.
Cost: Members: $55 per module - or take all five modules for $185. Nonmembers: $110 per module - or take all five modules for $370.

Every school board or BOCES board member must complete state-approved, mandated fiscal oversight training within their first year of office.

WHY ATTEND?

• Understand how school districts are funded.
• Learn about key financial positions and relationship to the board.
• Understand independence and segregation of duties in preventing fraud, waste and abuse.
• Examine key reports and learn how to assess your district's financial condition.
• Understand your district's compliance to key laws such as those regulating fund balance and other reserve funds.

AS A SCHOOL BOARD MEMBER, you have a wide array of responsibilities - from improving student achievement to ensuring a safe school environment to protecting limited fiscal resources.

NYSSBA understands the challenges and demands you face. Our Fiscal Oversight Fundamentals training is designed to help you and your board carry out your district objectives, combining the state-mandated fiscal curriculum with best-in-class trainers. Our comprehensive, easy-to-follow format will answer all of your questions - from basic how-to inquiries to complex policy-related issues.

PROGRAM AGENDA
7:45 - 8:30 a.m.	Registration/Continental Breakfast
8:30 - 9:45 a.m.	Module 1: School District Finances - Roles and Responsibilities Understand your board's financial stewardship role and its fiscal oversight responsibilities. Learn the responsibilities of key financial positions such as the claims auditor, treasurer, and audit committee, and their relationship with the board. Examine the internal and external audit, and how to utilize these functions for proper safeguarding of district resources.
9:45 - 11:00 a.m.	Module 2: Building School District Fiscal Fitness Explore the principal sources of school district funds and major guidelines affecting disposition of funds from each source. Learn why the district prepares a budget and obtains voter approval of that budget. Understand laws and rules affecting the budget process.
11:00 - 11:15 a.m.	Break
11:15 a.m. - 12:30 p.m.	Module 3: Managing School District Fiscal Fitness Study financial management and accounting practices that promote fiscal fitness. Discover how to project cash flow, make executive budget transfers and more. Understand how mismanagement of fund balance and reserve funds can impact your district.
12:30 - 1:15 p.m.	Lunch
1:15 - 2:30 p.m.	Module 4: Monitoring School District Fiscal Fitness Learn what information your board should receive regularly, in what form, and from whom. Identify elements of financial reports that warrant your special attention to ensure the district's financial health.
2:30 - 3:30 p.m.	Module 5: Preventing Fraud, Waste and Abuse of District Resources Learn the attitudes and conditions conducive to fraud, waste and abuse of district resources, and how your district can prevent them. Understand how segregation of duties, internal controls, policy and oversight can protect precious resources. Explore what to do if the board or others suspect irregularities.
NYSSBA's School Board U provides the skills you need to meet the ever-changing challenges of board governance and fiscal accountability with a training program designed to enhance your leadership skills. School Board U also acknowledges the extensive time and effort school board members devote to professional development with a point-based recognition program. For more information, visit www.nyssba.org/schoolboardu Participants will receive 4 points in the School Board U Recognition Program for each module completed.