Page 8 - 2016 Spring Conference
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Accounting Sessions
101: User Access in Your Financial Software 301: Reconciling District Cash with the
System County Treasurer
Have you ever monitored your users’ access in your Learn how to keep on top of cash reconciliation
financial system? Managing and reducing risk is es- tasks each month by understanding banking ac-
sential to a district’s financial software system. How tivity occurring at the County Treasurer’s office.
do you know if individuals have too much access, no Whether you are reconciling directly with the
access to confidential information, or segregation of Treasurer or have help from your County School
duties based on their job functions? Learn and hear Superintendent’s office, there is a wealth of knowl-
guidance on key component to be aware of when edge waiting to be shared. Learn to research vari-
giving software access to personnel throughout the ances, validate transactions, and be confident in
district office. your cash balances.
Presented By: Courtney Piña- Agua Fria Union Presented By: Melissa Higdon- Tavun Advisory
High School District, Tracy McLaughlin- Tolleson Services & Barbara DeWall- Avondale Elementary
Union High School District & Mike Martinez- Mar- School District & Charlotte Gates- Sahuarita Uni-
icopa County Education Service Agency fied School District & Karen Rodriguez- Maricopa
County Education Services Agency
201: Beginner/Intermediate Excel Tips and
Tricks
Learn some of the basic Excel functions and how 401: Records Management & Compliance
you can take them further! This class will show you for the Business Office
ways using some tips and tricks in Excel can make Can your records management use some “spring-
your reporting tasks a little easier…no need for a 10 cleaning”? Where do you know to begin and cre-
key when you have Excel! ate a systematic process for records management?
Presented By: Scott Heusman- Alhambra Elemen- Whether you have or don’t have a centralized re-
tary School District & Melissa Higdon- Tavun Ad- cords management department, this session will
visory Services provide the guidance for school districts in devel-
oping and maintaining records management in
electronic and/or paper format. Information on
the basics of managing records and how to ensure
your district is compliant will be presented.
Presented By: Mary Simmons- Dysart Unified
School District
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