Master school AP/AR: from requisitions and POs to invoices, payments, receivables, and 1099s. Learn fraud prevention, strong controls, compliance, and reporting practices to ensure accurate, transparent, and efficient financial operations.
Explore WUFAR, the language of Wisconsin school district accounting. Learn chart of accounts design, fund purposes, and applications through real-world district examples, gaining a clear, practical understanding of financial reporting requirements.
Learn school expenditure budgeting: set calendars, roles, and board input. Gain skills in forecasting, salary and benefits modeling, staffing alignment, documenting assumptions, managing timelines, and incorporating the tax levy.
This course empowers education leaders to foster a culture of ethics, integrity, and transparency across their districts. Participants will explore real-world ethical dilemmas and develop the skills to navigate complex decisions with confidence.
Explore payment tools and timing strategies for efficient, accountable purchasing. Learn secure use of P-cards, checks, EFT, ACH, year-end cutoffs, e-commerce, and safe, compliant cash handling procedures.
Learn procurement strategies balancing fiscal responsibility and education. Cover bidding rules, vendor management, RFP use, P-cards, online purchasing, and cooperative options through State, CESAs, and UW System agreements.
Learn internal controls for school business offices: what they are, why they matter, and how to keep them effective. Protect against theft, fraud, or misuse, ensure reliable financials, and build taxpayer trust in district resources.