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Training on on the setup and functionality of single- and multiyear cash flow projections, including the related report and SACS export.
FCMAT workshops are scheduled upon request.
In this full-day Fiscal Oversight Workshop, FCMAT will walk attendees through the important steps, processes and techniques that are essential for county offices to provide successful fiscal oversight to local educational agencies.
Topics will include budget adoption, LCAP approval, budget review committees, going concern, interim reports, response and appeal procedures, public disclosure requirements, annual audit requirements, AB 1840, fiscal risk health analysis, fiscal accountability and independence, and much more.
Properly administering student body finances is complex and requires ongoing training to improve ASB internal controls and safeguard student assets. This half-day workshop is for anyone involved in ASB organizations and focuses on information needed to maintain fiscal accountability, legal compliance, transparency and accuracy in student body accounts. Areas that will be covered include student councils’ decision-making authority, useful tools and procedures, applicable laws and regulations, rules and responsibilities, practical advice, effective procedures for safeguarding assets, general business practices and internal controls, fundraising parameters, recommended board policies, and more.
This half-day workshop focuses on meeting district responsibilities effectively and completely when working with booster clubs, foundations, auxiliary groups and other parent-teacher organizations. The relationship between these organizations and schools involves complicated nonprofit operations, accounting principles and business concepts that can be confusing, especially because these groups are not legally a part of their associated districts. These organizations are also not governed by the Education Code, yet remain subject to the board of education’s policies, administrative regulations, and oversight. FCMAT will help attendees navigate through these complex relationships.
This half-day workshop for both charter schools and their authorizers presents an overview of FCMAT’s Charter School Accounting and Best Practices Manual and includes discussion of the importance of board policies and procedures, responsibilities for oversight, charter school budgets, cash flow, budget notes, financial health, and internal controls.
Projection-Pro is a free online multiyear projection software service built from the ground up for California’s local educational agencies, including school districts, county offices of education, charter schools and oversight agencies. Participants learn how to create aligned multiyear and cash flow projections with ease; customize projections with expanded views, assumptions and calculations; collaborate with other team members via multiuser editing, and share results with colleagues.
Please explore this page for other workshops and training opportunities that FCMAT provides.