Page 5 - 2024 Winter Conference

Breakout Session Two 202: CD-WHO? BACK TO THE BASICS

11:05 AM - 11:55 AM OF CONTINUING DISCLOSURE

& ACFR STATISTICS

If you are new in your finance role and are wondering
201: FUND BALANCES – what you need to do for the ACFR statistics section and
CONSIDERATIONS FOR YOUR continuing disclosure undertaking (CDU) filings for your
District or want to know what other districts are doing,
SCHOOL DISTRICT this is a must-attend session. We will cover typical items
The Auditor General’s Office added a new fund balance included in the ACFR, where to file the ACFR and the
reserve tab to the FY23 district and charter AFRs to annual tables needed for your outstanding bond issues.
provide more complete and transparent financial
information. This session will discuss the importance of
developing planned uses for fund balance reserves and Presented By: Bonnie J. Betz - Gilbert Public Schools
information to consider when developing fund balance & Erika Coombs - Piper Sandler & Co. &
policies. Additionally, this session will review the Brandon Caywood - Gust Rosenfeld P.L.C
accounting rules regarding fund balances, how to
complete this information in the AFR form, how your ERP BUSINESS ADMINISTRATION
system can be used to track this information, and
suggestions for presenting this information to your
Governing Board.
204: COMMON PROCUREMENT

FINDINGS
Presented By: Sara Kirk - Heinfeld Meech &
Scott Thompson - Mesa Public Schools & This session will go through the most common
Meghan Hieger - Arizona Auditor General procurement findings as well as how they could have been
ACCOUNTING avoided.

Presented By: Jennifer Shields - Heinfeld Meech &
Caroline Brackley - Professional Group Public
203: EXPLORING THE POTENTIAL Consulting (PGPC) & Cheryl Burt - Buckeye
Elementary School District
FOR UNIVERSAL STUDENT MEAL PURCHASING
ACCESS THROUGH COMMUNITY

ELIGIBILITY PROVISIONS (CEP)
-PART 2- 205: BOND AND OVERRIDE

Given recent modifications in the formulas affecting meal ELECTIONS COMPLIANCE
reimbursement percentages for free meals, this may be
the ideal opportunity to implement CEP within your Great opportunity to hear from the experts and ask
district. Join us to explore the recent enhancements in the questions related to State and Federal compliance
program that provides free meals to all students and gain requirements for bond and override elections. Discussion
insights into utilizing the reimbursement estimator tool. will include the period leading up to an election call
Additionally, we'll address any inquiries you may have through election day – election call timing, use of
regarding how CEP can impact your district, including its exploratory committees, do's and don'ts, and voter
implications for reporting Title I percentages. pamphlet requirements. We will also provide an overview
of property tax rate setting and on-going requirements for
successful bond and override elections.
Presented By: Lindsay Aguilar – Tucson Unified
School District & Sandra Schossow - Peoria Unified
School District & Lindsey Cler - Arizona Department Presented By: Ken Hicks - Tolleson Union High
of Education & Aaron Tyler - Arizona Department School District & Randie Stein - Stifel &
of Education Paul Gales - Greenberg Traurig
CHILD NUTRITION
STATE/FEDERAL ISSUES