Upcoming Finance

Payroll and Related Personnel Issues

7/1/2025 - 6/30/2026

Understand the laws and regulations related to payroll function, including state and federal payroll laws and regulations, pertinent tax regulations, employee retirement plans, practical aspects of completing a payroll, and electronic check deposits.

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Accounting Manual and Chart of Accounts

7/1/2025 - 6/30/2026

What every school payroll/personnel should know about State Bulletin 1022 Accounting Manual and its relationship to their position in the school district. Learn how to account for payroll division of state and federal programs and compensated absences and averages. Find out how to monitor the budget.

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Purchasing Overview

7/1/2025 - 6/30/2026

Learn the basics of performing purchasing functions, including related Michigan laws, the structure of a purchasing operation, electronic and cooperative purchasing, bidding, reviewing contracts, lease-purchase options, and “partnerships.”

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Introduction to School Business

10/22/2025 - 6/30/2026

An overview of school business operations with a focus on several key areas. The program will begin with a brief background on the general functions of the school Business Office Manager. Major components of the program will include: listing and describing reports that must be filed with federal, state, and local agencies; reviewing school laws and the Revised School Code; introducing fund accounting processes; reviewing school organizational issues and operational issues (how school boards and administrators function); and exploring inter-relationships between the business office and site operations – offices in school buildings, facilities, transportation, and food services. Part of the program would be devoted to discussion about the roles and functions of the school business official.

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Food Service for the Business Manager

10/27/2025 - 6/30/2026

The basic structure and function of a food services program, food safety issues, vending and contracting for food services, and cooperative ventures.

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Technology for the Business Manager

11/10/2025 - 6/30/2026

Learn how to develop long-range technology planning, while assigning appropriate specifications for technology purchasing. Other topics include: technology infrastructure contracting for the school district, evaluating the cost benefits of producing information in relation to organizational value, and ensuring that appropriate security is maintained.

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Facilities for the Business Manager

12/30/2025 - 6/30/2026

Understand the basic structure and function of building, grounds and maintenance operations as well as the planning of maintenance programs. Learn about laws relating to school construction, environmental regulations, and what to expect from your facilities director.

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Insurance and Risk Management

1/27/2026 - 6/30/2026

Review of the insurances necessary for school operations with a primary focus on: Worker’s Compensation, cafeteria plans, property/ casualty, health insurance, liability insurance, errors and omissions, and methods of risk management. A portion of the program would be devoted to understanding options for purchasing insurance: pools, cooperatives, private vendors, and self-insurance.

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Transportation for the Business Manager

2/12/2026 - 6/30/2026

The basic structure and function of a transportation department, equipment supply and purchase, and laws related to transportation.

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Cash Management

2/17/2026 - 6/30/2026

Learn how to develop specifications for the selection of banking and other financial services; apply concept of compensating balances; comprehend procedures and legal constraints for cash collection and disbursement; analyze monthly internal transfers and loans; prepare a cash flow analysis, including a fund balance report for the board of education; and identify and deal with fraud and abuse.

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