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2017 Boot Camp
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Boot Camp is designed for those in their first year or two as a School Business Official. It is part of the required Initial Authorization training. All sessions are taught at the beginner level.

When: Tuesday, June 27, 2017
8:00 AM
Where: Gateway Hotel
2100 Green Hills Dr
Ames, Iowa  50014
United States
Contact: Nancy Blow

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BUSINESS OFFICER’S BOOT CAMP                     


How to survive the first months of this new job


Tuesday, June 27, 2017

Harvest Room, Gateway Hotel, Ames, Iowa




8:00                 Registration, Rolls and Coffee            


8:30 – 8:45      Welcome                         


8:45 – 9:45      Finance Basics            Shonna Trudo – Van Meter

                                   Controlled / authorized budget                   Fund Balance / Unspent authority

                                  Miscellaneous Income                                 What to learn from last year’s audit


9:45                       Break    


10:00 – 12:00  Special Education                             Bill Roederer – Department of Education


                             End of year reporting

                             Special Education Billings for tuition-in and tuition-out student

                             Setting up your system for next year


12:00 - 12:45       Lunch   



12:45 – 1:45    Payroll Processing & Reporting       Trudy Pedersen, Storm Lake CSD

                                    Electronic Payments

                                   Monthly and quarterly reporting requirements for taxes, IPERS, etc.              

           State & Federal web sites


1:45                       Break


2:00 – 3:00      End of Year Items                            Michelle Wearmouth – Dallas Center Grimes


                                    Preparing for your audit


3:00 – 4:00      Chart of Account Coding                         Denise Ragias- Department of Education

                        What are all the funds for?

How to interpret those 20 numbers

Example of establishing appropriate new account numbers

CAR upload process



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