LinkedInFacebookShare

(Past Event) WestEd’s Winter 2024 Finance Training for School and District Leaders

Webinar

Register today for the continuation of WestEd’s interactive WestEd’s 2024 Finance Training for School and District Leaders from January 30–31, 2024. WestEd is a NASBA-certified continuing professional education (CPE) sponsor.

The four interactive virtual sessions offer school and district federal program administrators and finance leaders the opportunity to increase their federal grant administration knowledge on the topics of navigating federal statutes and regulations, including the Individuals with Disabilities Education Act (IDEA) and Every Student Succeeds Act (ESSA); federal inventory standards;  navigating federal indirect cost; and internal controls for effective financial management and federal grants administration.

In these sessions, participants will learn how to

  • understand federal education fiscal requirements,
  • proactively resolve any potential audit findings of non-compliance, and
  • increase the effectiveness of internal controls and procedures for meeting federal grant requirements and remove
  • unnecessary barriers around innovations for improving student outcomes.

Who Will Benefit

  • Business Officers and Managers
  • Special Education Directors/Administrators
  • Federal Program Directors/Administrators
  • Superintendents and School Administrators

More about WestEd’s Finance Training for School and District Leaders

The highly rated training series focuses on internal controls and practices that ensure schools and districts comply with complex federal requirements, including, but not limited to

  • Individuals with Disabilities Education Act (IDEA)
  • Every Student Succeeds Act (ESSA)
  • Education Department General Administrative Regulations (EDGAR)
  • Uniform Grant Guidance

Check out session details and pricing below.

Session 1: Navigating Federal Statutes and Regulations: IDEA and ESSA

Date: Tuesday, January 30, 2024
Time: 8:30 a.m.–10:30 a.m. (PT) / 11:30 a.m.–1:30 p.m. (ET)

Misinterpreting federal education programs authorizing statutes can have unintended but severe consequences on the effective implementation of the program’s fiscal provisions and requirements.

To proactively mitigate misinterpretations, school and district leaders should have a basic understanding of how existing federal authorizing statutes and their implementing regulations are structured.

This session delves into the fundamentals of federal statutes and regulations, specifically focusing on the structure of the Individuals with Disabilities Education Act (IDEA) and Every Student Succeeds Act (ESSA). Participants explore how to navigate the different components of the federal statutes and regulations governing the administration of these federal education programs. This increases their ability to easily navigate the different components and the available decision-making resources.

Session 2: Federal Property and Inventory Management Standards: Do Your Procedures and Records Pass the Test?

Date: Tuesday, January 30, 2024
Time: 11:30 a.m.–1:30 p.m. (PT) / 2:30 p.m.– 4:30 p.m. (ET)

All other non-federal entities and recipients of federal funds are required to follow the Uniform Grant Guidance property and inventory management requirements to safeguard and protect tangible personal properties purchased with federal funds.

A clear understanding of the interaction between federal regulations, state codes, and policies can make a difference in determining whether your organization’s current inventory management practices comply with federal requirements.
This session provides an overview of federal property standards and explains auditors’ and state monitors’ expectations to avoid common audit findings related to the safeguarding of supplies and equipment purchased with federal grants.

Session 3: Navigating Federal Indirect Cost

Date: Wednesday, January 31, 2024
Time: 8:30 a.m.–10:30 a.m. (PT) / 11:30 a.m.–1:30 p.m. (ET)

Most federal grants are allowed to charge indirect costs within certain parameters under federal regulations. However, the complexity of these provisions and the calculation process present a high potential risk of noncompliance.

To accurately charge indirect costs to federal grants, LEAs should understand the difference between restricted and unrestricted indirect cost rates.

This session reviews the indirect cost rate types and requirements, including the basic definition to increase participants’ ability to accurately charge indirect costs to their federal grants and avoid unintended audit findings.

Session 4: Internal Controls for Effective Financial Management and Federal Grant Administration

Date: Wednesday, January 31, 2024
Time: 11:30 a.m.–1:30 p.m. (PT) / 2:30 p.m.– 4:30 p.m. (ET)

LEAs must implement effective and efficient processes to ensure federal funds are obligated before the end of the availability period.

To mitigate the risk of returning unused federal subgrants, internal controls required under the Uniform Grant Guidance should help maximize the effective use of federal funds. Effective financial management and transparency between fiscal and program officers are essential for better program outcomes.

This session reviews the internal controls and federal financial management requirements and explores the recommended procedures and best practices for the timely obligation of federal funds and the federal grant close-out process for your federal subgrants, particularly the expiring funds.

Location

All sessions will be held on Zoom. A link will be sent to you upon registration and payment. Space is available on a first-come, first-served basis.

Pricing

One Session: $120
Two Sessions: $240
Three Sessions: $360
Four Sessions: $480

This fee includes admission for one person to the selected sessions, all training materials from the live webinar, and access to the recorded training session for up to 90 days.

Participants can receive up to eight (8) CPE credit hours upon completion of the training which is included in the above cost.
For more information, contact us at [email protected].

WestEd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor for CPE on the National Registry of CPE Sponsors. State boards of accountancy have ultimate authority on accepting individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Cancellation and Refund Policy

We offer cancellations with full refunds up to 2 days before each training.