Page 23 - 66th Annual Conference Attendee Brochure

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friday s agenda

JULY 19, 2O19
Breakout Session VII Breakout Session VII
Friday 2:30 pm to 3:20 pm Friday 2:30 pm to 3:20 pm

501: “Nobody calls me chicken!” Managing Cash 504: How to Effectively Train Staff on
Reconciliations Emergency Preparedness
Could your district be utilizing Visions to reconcile You have completed the arduous task of devel-
cash to the county treasurer? Do you have a pro- oping your district’s emergency operations plan.
cess for reconciling cash with the county treasurer What comes next? Arizona Department of Edu-
through the encumbrance period? In this session, cation’s minimum requirements stipulate that
the presenters will share examples of how Visions you must annually train your staff on your plan.
can be utilized to reconcile cash balances in total This session will give you tips and strategies for
to the general ledger including strategies and tools training your staff and building confidence with-
for performing reconciliations through the end of in your emergency operations teams.
the encumbrance period. A BA CN MO HP IT P T V PD EB
A BA Presented by: Kaylee Sorensen - The Trust &
Presented by: Sara Kirk - Heinfeld, Meech & Co., Jeff Coleman - Tucson Unified School District
P.C. & Annette Moreno - School Business Official

505: 1.21 Gigawatts! Supercharge Your HR and
IT Partnership with Account Management
502: Year End Financial Projections, “Why not do it Automation
with some style?” You, too, can generate enough power to super-
Has your superintendent ever walked into your charge your district through building strong pro-
office mid-year and said, “Do we have money to cesses and automation of staff and student ac-
do….?” Learn how districts are using forecast- counts. Time travel back to Glendale Elementary
ing tools to automate the process of predicting School District’s planning and implementation
where the current year will end so they can con- of an automated account management system,
fidently answer this question. Take an in-depth then jump forward to the future to experience
look at techniques and tools that focus on the the marvels of the finished implementation, all
strategic value of linking the month-to-month made possible with strong partnerships between
financial activity of a school district with a fore- human resources and technology.
casted year-end position and multi-year projec- HP IT
tion. Presented by: Nicholas Magann &
BA Teresa Wong - Glendale Elementary School
Presented by: Melissa Higdon - Forecast 5 District
Analytics Inc. & CJ Beckstrom - Buckeye
Elementary School District

Track Key:
Accounting
A
Business Administration
BA
Child Nutrition
CN
Maintenance & Operations
MO
Human Resources & Payroll
HP
Information Technology
IT
Purchasing
P
Transportation
T
V
Vendor
Professional Development
PD
Emerging School Business Professional
EB
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