The WASBO Year of Success Program

Regardless of one's work background or degree, if you are new to the school business office you are sure to find the learning curve is steep. Little can prepare you for the reporting requirements, calculations, and statutes you must navigate, and the shear volume of responsibilities can seem overwhelming.

The Year of Success program is sponsored by PMA Financial Network, LLC.


With these concerns in mind, WASBO, in cooperation with the School Financial Services Team at the Department of Public Instruction (DPI), is pleased to present The Year of Success Program — a six-conference package designed to offer new business managers, bookkeepers, and district administrators with the timely knowledge they need to succeed in a typical school business office year. Specially designed tracks at five of the six conferences cover time-sensitive topics, and allow you to focus on understanding the most immediate and upcoming challenges. The sixth conference, Wisconsin Federal Funding provides school districts with the information they need, not only to be in compliance, but also to maximize their federal resources. Learn from experienced peers, service providers and experts from DPI while you plot a course for your Year of Success.

The WASBO Year of Success Program also offers a substantial savings - approximately 25% - over individual conference registrations. The program includes full conference registrations to:




WASBO member pricing for The Year of Success Program is $1,560. The non-member price is $1,625 and includes one year of trial WASBO membership if you have not previously been a WASBO member. The Year of Success Program is non-refundable and non-transferable to another person or district. More information here. Anyone may register to attend one or all conferences listed above.

New School Administrators & Support Staff Conference

September 8-9. 2021 • Hilton Garden Inn Madison Sun Prairie, Sun Prairie
  • Fiscal Year at a Glance
  • ESSA & WISEdata - A New World for School Finance
  • Roles & Responsibilities of the School District Business Office
  • Building Trust in Your Community Around School Finance Issues
  • Introduction to WUFAR
  • Special Education Accounting and Reporting
  • Counting Children: Third Friday Count and Summer Interim Courses
  • Revenue Limits, State General Aid and the Tax Levy
  • How to Survive the Annual Report
  • Cash Flow and Short-term Borrowing
  • Tying It All Together

Annual Fall Conference

October 7-8, 2021 • The Osthoff, Elkhart Lake
  • Perspectives of a New Business Manager
  • Fall at a Glance
  • Debt Service Management 101
  • Equalization and Special Adjustment Aids
  • Revenue Limit
  • They Will Be Monitored-Written Procedures and the Uniform Grant Guidance
  • Cash Reserve/Fund Balance (Long Term School District Fiscal Health)
  • Touch Base Session

Winter at a Glance

Date TBD • Virtual
  • Winter at a Glance
  • SFS Reporting Membership and Pupil Count
  • Revenue Limits and Equalization Aid Review
  • Budget Building and Fund Balance
  • An Overview of Business Insurance
  • Fees
  • Employee Benefits: A Quick and Simple Overview of What You Need to Know

Wisconsin Federal Funding Conference

February 28-March 1, 2022 • Kalahari Convention Center, Wis. Dells
This conference was first offered in 2011 as a result of the increased focus on transparency and accountability of federal funds. These changes made compliance difficult to understand. The purpose of this conference is to provide school districts with the information they need, not only to be in compliance, but also to maximize their federal resources.

Accounting Conference

March 16-17, 2022 • KI Convention Center, Green Bay
  • Spring at a Glance - Budget Adjustments
  • Having Fun with WUFAR
  • Special Education Fiscal Auditing
  • Communicating District Financial Information
  • Advocating for Your School District
  • The Other FundsL Funds Other than 10 and 27
  • Open Enrollment and How Open Enrolled Students are Funded
  • Introduction to IDEA's Maintenance of Effort
  • Categorical Aids

Spring Conference

May 19-20, 2022 • Kalahari Convention Center, Wis. Dells
  • Summer at a Glance
  • Preparing for Year End: Closing Out the Fiscal Year
  • Fiscal Audit: What You Need to Know About Your Upcoming Audit
  • Transportation Basics
  • DPI Current Updates, Reminders, and Reporting Requirements
  • Debt Service Management 102
  • Intro to OPEB Requirements and Fund 73 Accounting
  • Tying it All Together