This workshop is the first in a two-part series focused on year-end closing procedures for California K-12 public schools. While the Foundational and Advanced workshops are designed to complement one another, they contain minimal overlapping content. Previously offered as a full-day, in-person event, the series has been divided into two workshops to allow for deeper exploration of key concepts. Both sessions provide valuable insights for professionals at all experience levels — from those new to school accounting to seasoned practitioners seeking a refresher.

The Foundational workshop emphasizes the principle that “every day is year-end closing.” Participants will learn how accurate day-to-day processing of payroll, accounts receivable, accounts payable, and cash collections can simplify the year-end close. By building a strong understanding of routine accounting transactions, attendees can reduce the complexity of closing the books and focus on higher-level financial reporting and compliance requirements.