Workshop Materials
Materials distributed during workshops presented by Business Advisory Services are listed below.
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Annual Financial Activity Calendar
SAMS/Budget Development/Multiyear Projections
Annual Financial Activity Calendar
Annual Financial Activity Calendar
Annual Workshop Calendar
Annual Workshop Calendar (FY 23/24)
Budget Process Workshop(FY24/25)
- Budget Workshop Presentation
- Budget Workshop Presentation (PDF)
- 1964 Class Size Averages
- ADA/Enrollment Analysis Tool
- Budget Narrative/Review Questions
- Budget Submission Checklist
- Cash Flow Template
- Cash Flow Template (Schedule 2 Districts)
- EPA Sample Resolution
- EPA Sample Exhibit
- Fund Balance Above Minimum Requirements Worksheet
- Fund Balance Committment Resolution (Sample)
- Historical Data (For Criteria & Standards)
- Indirect Cost Rate
- Payments Greater than $1M
- Revenue Projection Tool (Lottery and MBG) (Updated 5/21/24)
- SACS Step by Step Promoting File to SBCSS
- STRS On-Behalf
- Beginning Balances Presentation (Tech JPA)
- Beginning Balances Presentation (Tech JPA) - White Backgroud
SAMS/Budget Development/Multiyear Projections(February 2022)
- SAMS/Budget Development/Multiyear Projections Presentation
- SAMS/Budget Development/Multiyear Projections Presentation (black and white PDF)
- Let's Get You Rolled Process
- Budget Process Steps
1st Interim Report Process (October 2023)
- Interim Report Presentation (updated 10/13/23)
- ADA Enrollment Analysis Tool 2023-24
- Bulletin 24-012
- Cash Flow Report Presentation with Formulas
- Dartboard 2023-24 Enacted Budget K-12 SSC
- Data Processing Sequence
- Instructions for Completing the 1st Interim Financial Report
- Interim Review Questions 2023-24 (PDF - fillable)
- Interim Submission Checklist (PDF - fillable)
- Payments Greater than $1 Million
- Revenue Projection Tool
- SACS Extract Fin2K Interim
- SACS Step by Step Promoting file to SBCSS
2nd Interim Report Process (January 2024)
- Bulletin 24-022
- Cash Flow Report Presentation with Formulas
- Dartboard Governor's January Proposal SSC
- Data Processing Sequence
- Payments Greater than $1 Million
- Interim Report Instructions
- Revenue Projection Tool
- SACS Extract Financial 2000 Second Interim
- SACS Step by Step Promoting file to SBCSS
Unaudited Actuals Workshop (July 2024)
- PowerPoint Presentation
- Year End Checklists
- Form A
- 8011 Accruals
- CAT form
- Cash in County FMV Calculation Template
- Submission Checklist
- 2023-24 CDE P-2 Certification - Unduplicated Pupil Percentage
- 2023-24 Year End Activities Calendar
- STRS On Behalf Worksheet
- STRS On Behalf data entry
- Resources with Limits on Indirect Costs
- Estimated Payables Helpful Hints
- Estimated Receivables Helpful Hints
- Steps To Prevent PY Requisition Creation
- Simple Steps for PCL Roll
- Program Cost Accounting (PCA) to SACS Resource Code Cross Reference
- Federal Interest Excludable Resources
Charter Schools (November 2018)
New Workshops
- Accounting for Account Type (AC) Funds (March 2017)
- AC Funds Transactions Cheat Sheet (March 2017)
- LCAP Calibration Workshop (March 2017)
- LCAPs and Proportionality (March 2018)
Business Services Conference (October 20, 2023)
- Agenda
- Collective Bargaining Environment and Other Stuff - John Gray, School Services of California
- Risk Management for Financial Decision Making - Lori Raineri and Keith Weaver, Government Financial Services JPA
- Future-Proofing Education - Tatia Davenport, California Association for School Business Officials
- Outlook 2024: Recession or Not? - Dr. Robert Kleinhenz, Economist, Kleinhenz Economics
- The Three ‘E’s’ to Watch: Economy, Enrollment, and ESSER - Mike Fine, CEO, FCMAT
AB430
CALPADS
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Fall 1 2013 Onsite Presentation (November 2013)
CASBO
Thomas Cassida
Director, Business Advisory Services
For additional information, please call 909.386.9676.
760 East Brier Drive
San Bernardino, CA 92408