Page 8 - 2019 Spring Conference

Accounting Sessions
10:45 AM
101: Shining a Light on Account Coding
Move into a brighter future with a clear-
er image of coding in line with the USFR
Chart of Accounts. Let’s work together to
shine a light on coding questions and help
everyone move forward with a better un-
derstanding of how to classify revenues
and expenditures.
Presented By: Amanda Winn & Chris Vo-
troubek - AZ Auditor General’s Office
12:45 PM
201: P Card Program - is it for your
District?
Let the future shine bright for P Cards!
Creating a successful P Card Program that
complies with the USFR, and your Gov-
erning Board Policy can be challenging.
How do you tailor a P Card Program for a
specific type of user such as Student Clubs
Sponsors, Culinary teachers, etc.? Who
gets a P Card, what can they buy and
who reviews the transactions? What pa-
perwork is required for each transaction?
How does the transaction become part of
the monthly expenditures for each site?
This session will review the requirements,
general processing, checks and balances,
and best practices to allow maximum use
of the P Card Program and still comply
with the requirements.
Presented By: Christina Ulman - Peoria Uni-
fied School District
8 School District
2:00 PM
301: Avoid Common Compliance Issues
for a Brighter Future
Looking over an audit can feel like living in
the past, but looking with an eye toward
avoiding common compliance issues is tak-
ing a step into a brighter future. We will
share common items noted in our review
of school district compliance question-
naires and discuss ways districts can avoid
those and other issues for a brighter future.
Presented By: Amanda Winn & Chris Vo-
troubek - AZ Auditor General’s Office
3:05 PM
401: Budget Control Groups - The tool
of the future to manage all your
Clubs, Tax Credits, and Donations
Budget Control Groups (BCG) are not just
for controlling budgets. See how this Vi-
sions tool can streamline your accounting
and reporting on all of your cash driven ac-
counts like Student Activities, Auxiliary Op-
erations, Tax Credit, Gifts and Donations,
etc. You can do all this without adding any
elements to your current account code
structure. This tool can be used in your cur-
rent connection group or in a stand-alone
connection group for just these funds. This
session will explain the how and why of us-
ing BCG’s including year end rollover, cre-
ating your own BCG accounting structure
and creating custom reports for each club,
school or district that can help you better
manage your cash funds.
Presented By: Roger Studley - Bowie Unified