Event Overview
This workshop is the second 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 Advanced workshop emphasizes the unique aspects of California Department of Education software and compliance as it pertains to closing the books. Participants will learn how to coordinate and manage the closing process, prepare well-supported financial transactions, reduce financial risk through accurate reporting, and navigate complex accounting issues. This session is ideal for senior accountants and experienced school finance professionals.
9 a.m. - 12 p.m. PT
- Apply some of the more complicated transactions and monitoring required of an intermediate-level Director of Fiscal Services.
- Recognize and be aware of the latest California Department of Education compliance required at closing.
- Identify and become an expert with the use of the California Department of Education state, cloud-based software, learn how to complete the required supplemental forms and understand their significance.
