Join us for a warm Kalahari breakfast and network with your colleagues as we prepare for the first day of the conference!
8:00 AM
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Welcome to the conference! We look forward to meeting you and as we learn together!
8:00 AM
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Thinking about upgrading to Qmlativ, but want to know more about it? This session will show you the different features of Qmlativ from a current Qmlativ user. Such as navigation, how it works, & the pros and cons. Plenty time will be left for Q&A.
9:15 AM
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This presentation will help you understand the why beyond the necessary preparation for the audit and how to review your financial statements in preparation for the audit.
9:15 AM
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WISEdata Finance is part of Wisconsin's next-generation financial reporting system for school districts and other local education agencies (LEAs) in which financial data is pushed from the LEA through Ed-Fi to WISEdata Finance. This session will cover the shift in mindset from previous reporting practices and provide detailed information on reconciling data and financial validations that are identified by the system. We will discuss examples of common scenarios that require additional attention in meeting reporting requirements and provide an opportunity to share issues, concerns, or feedback on improving our systems and technical assistance going forward.
10:20 AM
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Learn what your payroll liabilities are, how to set them up, and the importance of payroll liability reconciliation.
10:20 AM
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This session is geared for those who want to develop their skills within Google. Topics covered in this session include Google Forms, Google Sheets and Google Drive. We will be demonstrating how to use Auto-Crat (a workflow add-on) to make your job easier. Our goal is that you will walk away with 2-3 new ideas from each topic to help create efficiency in your day to day work. This session will provide you an opportunity to actively participate. Please bring a device and follow along.
10:20 AM
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This session will provide resources, reminders and discussion in preparation for the end of the 2022 payroll calendar year! Bring your laptop with you to run your District's W-2 Audit. Converse with session presenters and participants about your W-2 Audit error messages or other questions.
11:20 AM
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What are the best practices for monthly financial reporting to your school board? What are the legal requirements for board approval of disbursements? This practical session will focus on the monthly school board meeting (or school board business committee meeting), how to approach this responsibility and make it successful (and painless) for you and the school board.
11:20 AM
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Why is understanding cash flow and doing cash flow projections important? Learn why with some short-term borrowing and investment strategies and the return of arbitrage. What is arbitrage and why do you need to know now.
11:20 AM
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Join us as we recognize Sandy Holquist, School District of Tomahawk as the first School Business Office Professional Award recipient.
12:10 PM
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Phishing is one of the easiest ways for malicious actors to take down a school district. The State of WI cyber statistics showed 246 million malicious emails filtered in 2020. In these recent years, that has only increased. You will hear from two school district IT leaders on building your cybersecurity preparedness plan including practical tips to help you develop your school district’s cybersecurity competency and avoid biting the bait. Cybersecurity is the responsibility of every teacher, staff member, student, and family. The threat is real, and it is time to respond!
1:05 PM
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Having troubles reconciling your cash? Don't know where to begin? This session is designed to give you some keys to unlocking that puzzle. We will go through the process of reconciling cash accounts from where to begin and troubleshooting. Bring your computers and your cash reconciliations. There will be time at the end to try and troubleshoot some of your reconciling issues.
2:20 PM
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Employers are responsible for evaluating and determining each employee's eligibility for Wisconsin Retirement System (WRS) participation, including those who are collecting an active annuity payment from the WRS and who are returning to work.
This session provides instruction on how to determine if an employee is a Rehired Annuitant under Wisconsin law, what the requirements are for rehire, how to review the Previous Service and Benefit Inquiry Application for WRS eligibility purposes, and how to complete the Rehired Annuitant (ET-2319) WRS form.
2:20 PM
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Learn what your insurance renewals really mean, what options you have at renewal time, what questions to ask your insurance carrier/broker, and why a strong relationship with your broker will help you manage these renewals.
3:25 PM
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Continue meeting friends and colleagues at tonight's networking reception. Enjoy beverages and appetizers before you head to the mall to finish your holiday shopping!
4:15 PM
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