2023 School Business Office Professionals Conference

Professional development designed for those who are responsible for bookkeeping, payroll, and administering human resources & benefits.

Learn what keeps two veteran Business Managers & SBOP Conference attendees coming back!

If you are responsible for finance, payroll, human resources, accounts payable other business office duties, you will want to attend the 2023 School Business Office Professionals Conference. A two-day conference for every role an educational support professional plays!


Additional Information

 

  • Schedule at a Glance
  • Conference & Hotel Information
  • Sponsor the Conference
  • Giving Back - We are supporting the local Toys for Tots program! Share the Joy and bring a toy for a boy or girl and receive a chance to win prizes. We had a lot of fun last year with this event! We hope you will support this giving back opportunity!
  • Attire for the conference is business casual.
 

To register, please sign in or click the create a new account link in the area to the right. If you have previously attended a WASBO conference, your User Name is your email address. If you don't recall your password, click the Forgot My Password link to the right to reset it. 

Be sure to click the orange Save Responses button below before you Proceed to Checkout. 
Enter the total number of individuals attending below, then click ADD.

Written and oral information provided at this conference is obtained from a variety of sources. Neither WASBO nor any of its members or representatives accept liability for the contents or use of information presented at this conference.


When
12/7/2023 8:30 AM - 12/8/2023 3:00 PM
Central Standard Time
Where
Kalahari Convention Center 1305 Kalahari Drive Wisconsin Dells, WI 53965

Program

Wednesday, 06 December 2023

Description
Beat the lines and register tonight then join us for the Welcome Reception.
Time
6:00 PM - 8:00 PM
6:00 PM
Reconnect with colleagues from previous conferences and meet new attendees at this networking opportunity.
Time
6:00 PM - 8:00 PM
6:00 PM

Thursday, 07 December 2023

Description
Join us for a warm Kalahari breakfast and network with your colleagues as we prepare for the first day of the conference!
Time
8:00 AM - 9:00 AM
8:00 AM
Time
8:00 AM - 4:00 PM
8:00 AM
Welcome to the conference! We look forward to meeting you and as we learn together!
Time
8:30 AM - 9:00 AM
8:30 AM
Time
9:00 AM - 9:15 AM
9:00 AM
The district's financial statements are one of many public documents. Understanding the financial statements in your role is crucial. Join your presenters as they walk through the Balance Sheet and the importance of understanding payroll liabilities.
Time
9:15 AM - 10:05 AM
9:15 AM
We are about to make special education accounting super fun! Dave and Derek will discuss some of the strategies you can use to maximize the amount of revenue received for special education costs. We will dive into grants, transfer of service, high cost, indirect recovery, and more. We will have some scenarios prepared to show how to code certain specialists where several factors come into play
Time
9:15 AM - 10:05 AM
9:15 AM
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!
Time
9:15 AM - 10:05 AM
9:15 AM
Time
10:05 AM - 10:20 AM
10:05 AM
Join your presenters as they provide financial accounting scenarios using T Accounts (assets, liabilities, revenue and expenses) to understand how the general ledger is affected and thus the financial statements.
Time
10:20 AM - 11:10 AM
10:20 AM
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.
Time
10:20 AM - 11:10 AM
10:20 AM
You are an important and valuable member of your Business Services team. But do you know what the rest of your team members are focusing on throughout the year? Come find out what your Business Manager, Food Service team, Buildings & Grounds team, and others are spending their time on at different points throughout the year and how that might interface with what you are working on or being asked to support. Having this holistic picture might assist you in better serving your team and your district.
Time
10:20 AM - 11:10 AM
10:20 AM
Time
11:10 AM - 11:20 AM
11:10 AM
Join us for this session as we sit down with an attorney to get answers to our Family Medical Leave Act (FMLA) questions and guidance about how to deal with some common FMLA scenarios.
Time
11:20 AM - 12:10 PM
11:20 AM
We 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 for common scenarios that require additional attention in meeting reporting requirements and provide an opportunity to share issues.
Time
11:20 AM - 12:10 PM
11:20 AM
Okay, maybe there is no such thing as a perfect contract or letter of assurance, but there are several best practices that will make our lives easier. For example, including basic concepts such as contract days, the term, the correct salary or hourly wage, and consistent language that agrees with your employee handbook and policy. We will have examples of contracts (good and bad) that will illustrate just how important well written contracts are.
Time
11:20 AM - 12:10 PM
11:20 AM
Lunch is included with your registration. This is a great time to network with your colleagues!
Time
12:10 PM - 1:00 PM
12:10 PM
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.
Time
1:15 PM - 2:05 PM
1:15 PM
Payroll is one of the most complex functions of the business office. This session will be geared towards staff new to school district payroll. We will walk through the basics of payroll starting with preparation of payroll and ending with getting the file to the bank. We will also talk about some best practices for a successful payroll. Our goal is for you to walk away with a handful of new ideas to make your district's payroll go as smoothly as possible.
Time
1:15 PM - 2:05 PM
1:15 PM
This session is geared for those who want to develop their skills within Google. Topics covered in this session include Gmail, Docs/Sheets and the Google Omnibox (Google’s search box). 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.
Time
1:15 PM - 2:05 PM
1:15 PM
Time
2:05 PM - 2:20 PM
2:05 PM
This session will walk through employee data "clean up" and what to do when to keep it clean. We will set up an Employee Data Mining report example. If we have time, we will set up the best report for a request from the audience.
Time
2:20 PM - 3:10 PM
2:20 PM
Have you thought about converting your current financial software to Skyward Q? Join representatives from Skyward as they discuss and walk through common steps in the conversion process including the migration center. This session will start with the process of converting from Skyward SMS to Skyward Q, but will also discuss the process of converting from other 3rd party financial software packages, such as Alio, to Skyward Q.
Time
2:20 PM - 3:10 PM
2:20 PM
Artificial intelligence is here and it is a powerful tool that we can leverage to help make our jobs easier. In this session, we give an overview of some of the tools available to you in the business office and how you can use them to make your job and life more efficient. Some examples include large language models such as Google Bard / Chat GPT, presentation tools, image generation tools and more.
Time
2:20 PM - 3:10 PM
2:20 PM
Time
3:10 PM - 3:25 PM
3:10 PM
Don't miss this unique networking experience to learn from your colleagues who do your job in another district! Bookkeeping professionals will meet in Aloeswood. Check the back of your name badge to see what room you should go to!
Time
3:25 PM - 4:15 PM
3:25 PM
Don't miss this unique networking experience to learn from your colleagues who do your job in another district! Business Managers will meet in Tamboti. Check the back of your name badge to see what room you should go to!
Time
3:25 PM - 4:15 PM
3:25 PM
Don't miss this unique networking experience to learn from your colleagues who do your job in another district! Human Resources professionals will meet in Suites 1/8. Check the back of your name badge to see what room you should go to!
Time
3:25 PM - 4:15 PM
3:25 PM
Don't miss this unique networking experience to learn from your colleagues who do your job in another district! Payroll professionals will meet in Aralia/Marula. Check the back of your name badge to see what room you should go to!
Time
3:25 PM - 4:15 PM
3:25 PM
Don't miss this unique networking experience to learn from your colleagues who do your job in another district! Accounts Payable professionals will meet in Suites 1/8. Check the back of your name badge to see what room you should go to!
Time
3:25 PM - 4:15 PM
3:25 PM
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!
Time
4:30 PM - 6:30 PM
4:30 PM

Friday, 08 December 2023

Description
Plan to join us for another exceptional Kalahari hot breakfast.
Time
7:30 AM - 8:30 AM
7:30 AM
Meet your colleagues to hear what they hope to take back to their school districts from all their learning over the last two days.
Time
8:20 AM - 8:35 AM
8:20 AM
As the calendar year begins to wrap up the business office is preparing for CY year end reporting. Join this session as your colleagues share their process and resources to “1099 or not to 1099!”
Time
8:45 AM - 9:35 AM
8:45 AM
Join us for a panel discussion about fraud in the business office and what steps you can take to prevent it.
Time
8:45 AM - 9:35 AM
8:45 AM
Salary and benefits make up about 2/3s of your total annual budget. Successful management of employee compensation is essential in budget management, learn why and pick up some tips in managing your employee compensation during this session.
Time
8:45 AM - 9:35 AM
8:45 AM
Time
9:35 AM - 9:50 AM
9:35 AM
W2s
This session will provide resources, reminders and discussion in preparation for the end of the 2023 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.
Time
9:50 AM - 10:40 AM
9:50 AM
This session is focused on the WUFAR account codes that you should be using for your cash management, the understanding of those codes, and how you can maximize your operational cash flow, your cash investments, and minimize your interest costs.
Time
9:50 AM - 10:40 AM
9:50 AM
Onboarding provides a structured introduction to policies, procedures, expectations, and culture. Investing the time to effectively onboard new employees pays dividends because it limits misunderstandings, ignorance, and frustration down the road. This session will go through some basic, easy to implement strategies to ensure your new employees are set up for success at your school district. We'll also discuss offboarding and why it matters.
Time
9:50 AM - 10:40 AM
9:50 AM
Time
10:40 AM - 10:55 AM
10:40 AM
Tips and tricks for using WISEgrants and making your grant budgeting and claiming processes maybe just a little bit more efficient from other users just like you. Please bring your own tips and tricks to share out too.
Time
10:55 AM - 11:45 AM
10:55 AM
December is the time to start thinking about WRS Annual Reporting and Reconciliation. In this session, the top challenges that employers face when completing WRS reporting will be covered along with the actions to take to ensure reported information is up to date and accurate prior to completing annual reporting and reconciliation.
Time
10:55 AM - 11:45 AM
10:55 AM
Get ready to have some fun. Multiple CESAs will role play some of our favorite (or less than favorite) things that happen in the business office and how best to respond. This will be an interactive session. We will touch on various topics ranging from ethical issues to policy interpretation.
Time
10:55 AM - 11:45 AM
10:55 AM
Time
11:45 AM - 12:30 PM
11:45 AM

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