BMC 2013-2014 - SOF Working Session

The Business Management Cooperative will provide a minimum of nine critical issue luncheon sessions for the school district's chief financial officer/business manager, business office personnel, superintendents or other members of the district administrative team. Besides information on school finance related critical issues, membership will provide annual investment officer training and technical assistance by email/telephone. Sessions are approved for TASBO and CPA continuing education credit.


 

Summary of Finances Working Session (SU1427662)

This meeting is not designed to be a SOF training session like the one Omar Garcia presented earlier this year. The session will be a time where you can bring your completed final SOF and we will walk the group through the process of checking data entry for accuracy and reasonableness. The goal will be for each of you to leave with a 2013-2014 Summary of Finance Template that you are comfortable with to use as a basis for future planning.

The attached Excel file will assist you in collecting your documentation for your final 2013-14 District Summary of Finances. I would like to encourage you to create a folder with documentation for every piece of data you enter into your template. Please bring this folder with you to the SOF working session.

Presenter

- Omar Garcia, Investment Banker, BOSC INC.

http://www.boscinc.com/en/Corporate-And-Public-Finance/Texas_Public_Finance.page

Presenter

- Sonny Monroe, Director: School Finance, ESC 13

http://www4.esc13.net/

Date Time Location Address Link Session Number

 

June 24 9:30 AM –12:30 PM ESC 13 5701 Springdale Road, Austin

https://ecampus.esc13.net/login.html SP1427662

Networking Lunch provided by the Business Management Cooperative E-CAMPUS Online Catalog Registration Steps attached


School Business Officials
Omar Garcia, BOSC Inc and Sonny Monroe, ESC 13
BMC, School Operations, Business Management, Administration/Leadership, Leadership
In-person

$150.00
CPE Credits: 3.00  
Registration Closes: 7/7/2014 1:19 pm
ESC 13
5701 Springdale Road
Austin, TX 78723
Tue. 6/24/2014 - 9:30am to 3:00pm
SU1427662