| Unofficial Redbook Sneak Peek |
Eydie Tate, Joe Murley |
Finance Officers will provide an overview of the upcoming August 2026 Redbook updates highlighting key changes that districts need to know. |
| Balance Sheet Basics |
Eydie Tate |
This course will offer practical tools to confidently reconcile, analyze, and interpret your balance sheet for accuracy. |
| Follow the Money: Mastering SEEK |
Jody Maggard |
Kentucky’s SEEK formula drives the majority of district funding — but many districts are unknowingly leaving dollars on the table due to coding errors, missed transportation adjustments, depreciation missteps, and avoidable recoupment issues. This session provides a practical, finance-officer deep dive into how districts can strategically protect and maximize SEEK revenue by understanding the impact of T-codes, transportation calculations, depreciation reporting, and common recoupment triggers. |
| Rate Talk: Setting Taxes Without Losing Your Voice |
Jessica Annis |
Setting the annual tax rate is one of the most visible — and often misunderstood — responsibilities of school district leadership. Beyond calculating rollback, compensating, and 4% rates, finance officers must also communicate complex financial decisions clearly to board members, staff, media, and the community. This session provides a practical guide to both the technical and strategic sides of tax rate season. Participants will review Kentucky statutory requirements, key calculation steps, and the impact of property assessment changes — while also learning effective communication strategies that build transparency, trust, and confidence. |
| The SEEK - Tax Relationship: What Every District Should Know |
Jody Maggard & Jessica Annis |
SEEK and local tax rates are often discussed in separate conversations — but in reality, they are deeply connected. Understanding how local effort impacts state equalization, growth calculations, and overall district revenue is essential for strategic financial planning. This session breaks down how Kentucky’s SEEK formula interacts with local property assessments, rollback decisions, compensating rates, and growth factors. Participants will learn how tax rate choices influence equalization funding, how assessed value changes affect SEEK payments, and why setting a rate without understanding the formula can cost districts significant revenue. We’ll connect the dots between: Local tax effort and state equalization, property growth and SEEK adjustments, revenue projections and long-term financial stability, & how to clearly communicate the SEEK–tax relationship to boards and communities |
| Let Living Well Recharge Your Mind and Body |
Tara Thurman, LivingWell Regional Coordinator |
This interactive session explores simple, practical strategies to recharge mentally and physically using the benefits of the LivingWell Program. Participants will learn how to reduce stress, build healthy habits, and make the most of their LivingWell rewards, including how to earn points and redeem them for digital gift cards or sweepstakes entries. Attendees will leave with actionable self-care tools and a better understanding of how the LivingWell Program is designed to improve your health and wellness. |
| Tips and Tricks for Benefits Coordinators |
Kim Collins, Personnel Cab & Jackie Terhune, Fayette (Sheila Sexton attending but not presenting) |
Working in insurance and benefits is a high-stake balancing act. It requires speed, precise multitasking, and a deep commitment to regulatory compliance - ranging from federal and state laws to specific district and Department of Employee Insurance (DEI) protocols. In this session, we'll break down how your district can build a seamless partnership with DEI. We will cover the essential mechanics of the Kentucky Employees Health Plan (KEHP), including application processing and best practices, qualifying events and required documentation, and critical deadlines to ensure continuous coverage. |
| Google for Finance Officers |
Chris McIntyre |
In an era of increased public scrutiny and oversight, the modern Kentucky School Finance Officer must move beyond spreadsheet management and into Strategic Information Governance. This advanced course refines how we communicate fiscal reality to Board members and administrators, using the Google Workspace ecosystem as a secure, transparent source. |
| Onboarding for Success: Supporting Educators from Day One |
Althea Hurt, Bullitt County |
This HR-led session highlights best practices for onboarding teachers and principals—from the interview process through their first days on the job. Participants will explore strategies that support smooth transitions, clear communication, and early engagement to help new hires feel welcomed, prepared, and positioned for success. |
| Impact of the Big, Beautiful Bill on Finance |
Rhonda Caldwell & Bob Rowland |
Join this session for an overview of the Big, Beautiful Act and its impact on school finance. |
| Generative AI for Finance |
Beth Z, Your Nerdy Best Friend |
Join Beth Z, our closing keynote speaker, on a journey through artificial intelligence and how it can benefit your finance team. |
| No Is a Complete Sentence: Let's Say It Nicely |
Lisa Lewis |
Finance professionals are often asked to approve exceptions, bend rules, or “just make it work.” This session focuses on how to say no with confidence, professionalism, and clarity, without damaging relationships. Designed specifically for Kentucky public school finance personnel, the class provides practical language, real-world scenarios, and strategies to communicate boundaries while staying compliant, respectful, and firm. |
| The 12 Week Year |
Marla Carnes |
Join us to learn about, The 12 Week Year, a productivity system that helps individuals and organizations achieve more in 12 weeks than most do in a full year by focusing on clear goals, short execution cycles, and consistent accountability. It emphasizes breaking big goals into actionable weekly plans and tracking progress closely to maintain urgency and focus. This approach reduces procrastination and increases effectiveness by creating a sense of immediacy and discipline. |
| SASBO Leadership Session |
Speaker To Be Determined |
Join our speaker to learn how best to build strong relationships with a shared purpose within a culture of trust. |
| Autogenerate MUNIS Reports for Administrators |
Shauna Cornwell |
Learn how to use the Scheduler Queue in Tyler Technologies Enterprise ERP (formerly Munis) to automate and distribute recurring reports for administrators. This session will cover configuring role security for scheduling reports, setting up report-viewer-only access, and scheduling and executing recurring reports. Using the Scheduler Queue helps save time, ensures accurate data, and provides up-to-date financial, payroll, HR, and other vendor reports to support administrators daily, weekly, monthly information needs, as well as support audits, compliance, and informed decision-making. |
| Walmart Business for Schools |
Eydie Tate & Zachary Leftwich |
This session explores building Walmart Business for a school district to streamline purchasing and maximize efficiency. |
| Online Shopping: Who Doesn't Love It? |
Judy Spaulding |
This session will show the MUNIS setup for online shopping using Amazon as an example. The class will provide steps from sharing their online carts to automatic ordering of items. |
| Hot Topics for Finance Officers: What's New, What's Next, and What Matters Most |
Susan Barkley & John David Sandefur |
Veteran school finance leaders know that the landscape can shift quickly - from legislative changes and audit expectations to enrollment trends and emerging compliance requirements. This session will highlight the most pressing issues facing districts today and offers practical insight into how experienced finance officers can stay ahead of the curve. |
| True Crime: Fraud in Schools |
Susan Barkley |
This session will arm you with the knowledge needed to help prevent and detect fraud in your district offices and schools. We will discuss high risk areas, effective internal controls, and review actual fraud in school districts. |
| Employee Job/Salary and Pay Types |
Erin Harlow |
How do you know which pay types to use for each job class code? The review of the Pay Master, Exceptions, Job/Salary and how they all come together in a payroll is what we will focus on in this session. If you have specific topics you would like to discuss, please email our speaker at [email protected]. |
| Supplemental Pay: How do you Process It? |
Erin Harlow |
Supplemental pay is often overlooked as small potatoes in the world of school district payroll. But when looking at the number of people that are holding these positions and the rate at which they move around, this type of pay can add up quickly if processed incorrectly. We will discuss managing the positions to processing pay, time entry vs. job salary generation, retirement contributions for para professionals and finding those coaches that are still active but haven’t coached in years. Please come prepared to share your process and if you have specific topics you would like to hear about please email our speaker at [email protected] |
| Redbook - The Why Behind the Rules |
Eddie Muns |
No one likes to be told what to do. However, the Redbook rules are there to protect your coworkers and you. Let's discuss the WHY so you are ready when your school's staff asks the question. |
| GASB 103 - The New Reporting Model |
Eddie Muns |
Whether you prepare your own financial statements or just need to maintain the skills, knowledge and expertise required to supervise your team, this course will get into the weeds about implementing the new statement effective June 30, 2026. |
| Planes, PO's and Per Diems |
Amber Minor |
Travel reimbursements don’t have to be turbulent. This session covers best practices for managing out-of-district travel, including approvals, per diem rules, documentation requirements, and aligning travel and purchasing procedures. We’ll also walk through setting up employees as vendors for reimbursement, with tips for compliance, audit readiness, and avoiding common pitfalls. Attendees will leave with clearer processes and smoother travel reimbursements from takeoff to touchdown. |
| Sync & Solve: Position Control and Applicant Tracking Processes |
Panel Discussion: Jennifer Pierce, Pendleton, Kady Arant, Calloway & Kaley Bivins, Mercer |
Join our panel to discuss different tips & tricks in the applicant tracking process from onboarding a new employee to getting them set up and ready to pay in payroll. Most of us likely utilize onboarding software platforms such as Applicant Tracking through Powerschool, Recruiting & Hiring through Frontline, Employee Onboarding through Enterprise ERP etc., but what does the rest of the process look like once you obtain an interested applicant and their personnel data? Perhaps your district shifts paper from the HR Department to the Payroll Department and manually tracks the processing of the position in that fashion. Perhaps your district utilizes Enterprise ERP Position Control to help with the position tracking side of things. Let’s share with one another to figure out what might help you sync & solve this process in your district! |
| From Findings to Fixes |
Raeann Grubbs |
From Findings to Fixes is a practical, solutions-focused session. We’ll break down the most common audit findings seen in Kentucky school districts, explain why they occur, and share clear, actionable strategies to correct them. Participants will leave with real-world tips, preventative controls, and best practices they can put to work immediately, turning audit results into stronger processes and cleaner reports. |
| Excelling with Imports: Importing Information into ERP |
Kristin Lambert, KDE |
Interested in learning how to import information such as Journal Entries, Employee Deductions, Employee Master data, and pay via Time Entry? If so, this is the session for you. If you have a laptop, bring it to follow along. |
| TRS Updates & News to Know |
Heidi Yates, TRS |
This session will focus on TRS updates on Senate Bill 9 (2025) and updates to End of Year Reporting. Join our speakers for this informative content. |
| KPPA Updates and Reminders |
Crystal Hughes, Melissa Ping, and Anita Smith |
KPPA will discuss updates on the new Dollar Contribution Tier group - effective July 1, 2026 - along with HB 354 focused on KDE and health insurance reimbursements for retired/reemployed employees that participated in a hazardous position prior to July 1, 2003, along with other reporting reminders. |
| Year End Entries, Including On Behalf Journals |
Aleisha Ellis |
Year-end closeout is one of the most scrutinized phases of the fiscal cycle, and even experienced finance officers know that the details matter. This session will walk through the full landscape of required year-end entries from accruals and reversals to fund balance classifications, with a special focus on the complexities of on-behalf payments and how to record them accurately. |
| KDE Legislative Updates |
Bob Rowland, KASA |
This course will review bills that passed during the 2026 legislative session that are relevant and important to school finance teams. |
| School Cash Online: Teacher Access from a District Perspective |
Shauna Cornwell & Bowling Green Staff |
The School Cash Online - Teacher Access module enables teachers to efficiently manage the setup and operations of school store (online catalog) activities and student payments. Teachers can create and manage items for sale in the School Cash Online store. Additionally, teachers can view which students have paid for fees, field trips, and other activities; track outstanding balances; and generate reports for easy reconciliation with the school bookkeeper. Overall, it provides a secure, real-time view of student payments while giving teachers control over classroom-related transactions, reduce manual cash handling, and create a more efficient batch processing system for school bookkeepers. |
| Vendor Cleanup & TIN Match |
Shaunna Cornwell |
This training session provides school district staff with practical tools and best practices for maintaining clean and accurate vendor records in Enterprise ERP (formerly Munis). Participants will learn how to use TIN matching to verify W-9 information, identify potential duplicate vendors, and safely perform vendor merges to consolidate duplicate records. The session will also cover W-9 review techniques to ensure vendor records are set up correctly for accurate year-end 1099 reporting. Implementing these practices will help strengthen internal controls, reduce errors, and minimize the risk of IRS backup withholding and penalty notices. |
| Procurement Made Easy: Streamlining School Nutrition Operations |
Katie Embree & Lauren Moore |
This presentation will cover the fundamentals of school food service procurement, with a focus on why clear, well-written procedures are essential for efficient and compliant operations. |
| Financial Essentials for School Food Service Leaders |
Katie Embree & Lauren Moore |
This session will cover the key financial tasks every food service director should complete regularly to support the long-term financial health and success of their program. |
| CEP: Predictable Funding, Measurable Impact, Stronger Students |
Michelle Coker, Fayette County |
Community Eligibility Provision (CEP) isn’t just about serving meals—it’s about strengthening financial sustainability while supporting student success. Regular review of CEP ensures long-term financial sustainability by monitoring ISP, participation, reimbursement levels, and cost efficiency. This oversight aligns revenue with expenses, mitigates risk, and maintains predictable funding while supporting student access to meals. |
| Closing Debrief: What We Learned, What We're Taking Home, and What Comes Next (Payroll) |
KASBO Board |
After learning throughout the conference, this final concurrent session brings together peer groups to reflect on the insights that matter most. Participants will share key takeaways from sessions, discuss practical ideas they plan to implement, and surface themes that emerged across the conference. |
| Closing Debrief: What We Learned, What We're Taking Home, and What Comes Next (Human Resources) |
John David Sandefur |
After learning throughout the conference, this final concurrent session brings together peer groups to reflect on the insights that matter most. Participants will share key takeaways from sessions, discuss practical ideas they plan to implement, and surface themes that emerged across the conference. |
| Closing Debrief: What We Learned, What We're Taking Home, and What Comes Next (Accounts Payable) |
KASBO Board |
After learning throughout the conference, this final concurrent session brings together peer groups to reflect on the insights that matter most. Participants will share key takeaways from sessions, discuss practical ideas they plan to implement, and surface themes that emerged across the conference. |
| Closing Debrief: What We Learned, What We're Taking Home, and What Comes Next (Finance Officers in Small-to-Medium Districts) |
KASBO Board |
After learning throughout the conference, this final concurrent session brings together peer groups to reflect on the insights that matter most. Participants will share key takeaways from sessions, discuss practical ideas they plan to implement, and surface themes that emerged across the conference. |
| Closing Debrief: What We Learned, What We're Taking Home, and What Comes Next (Finance Officers in Medium-to-Large Districts) |
Susan Barkley |
After learning throughout the conference, this final concurrent session brings together peer groups to reflect on the insights that matter most. Participants will share key takeaways from sessions, discuss practical ideas they plan to implement, and surface themes that emerged across the conference. |
| Have You Heard of CUES? |
Kristen Lambert & Chuck Austin, KDE |
Please join our speakers to learn more about this state-funded K-12-Centric Identity Management solutions that will integrate with Enterprise ERP and Infinite Campus |
| Maximizing Medicaid Revenue: Mastering RMTS Reporting |
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Zachary Leftwich |
This Medicaid session is focused on the Random Moment Time Sample (RMTS) process and quarterly reporting requirements. Participants will learn how to ensure compliance, maintain accurate reporting, and implement practices that help maximize Medicaid reimbursement for their districts.
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| Medicaid Annual Reporting: A Guide to the Fairbanks Reporting Module |
Zachary Leftwich |
Accurate annual reporting is essential to maintaining school-based Medicaid compliance. This session provides a practical overview of the Fairbanks Reporting Module, including reporting requirements, common challenges, and tips to help districts compete their annual submissions with confidence. |
| Monthly Processes That Impact Year End |
Jennifer Pierce |
Join the speaker to discuss monthly processes like bank reconciliation, MUNIS Utilities, other reconciliations that impact year end. |
| Fund 2 Cleanup & Reporting |
Raeann Grubbs |
Fund 2 Cleanup & Reporting is designed for school finance professionals navigating the complexities of Fund 2. This presentation will review common Fund 2 issues, required reports, and frequent pitfalls that can lead to audit findings. Attendees will gain practical guidance, checklists, and best practices to confidently clean up Fund 2 activity and ensure accurate, compliant reporting. |
| Preparing for Monitoring: Best Practices for Grant-Funded Programs |
Veronica Boller |
This session provides a practical overview of best practices grantees can use to prepare for monitoring with confidence. Participants will learn how to organize documentation, strengthen internal controls and avoid common findings. Drawing on real-world monitoring themes, the session will highlight proactive strategies grantees can implement year-round. Attendees will leave with actionable tips and a clearer understanding of how preparation supports effective grant management. Time will be reserved for participant questions and discussion. |
| Finance Roundtable |
Jason U'Wren |
Bring your questions and your ideas to this roundtable session on finance. |
| Money, Money, Money…Capital Funds to BGs to Residuals |
Mark Woods |
Join our speaker to explore funding mechanisms for capital projects, connect the dots between BG-1s and BG-5, and discuss residual funds |
| Payroll Encumbering Setup and Processing Presenter |
Alex Wisseman |
This session will cover the steps to set up, prepare, and process salary and benefits encumbrances in Enterprise ERP. |
| Numbers to Narrative |
Jason U'Wren |
Join us to review essential and relevant reporting to your Board of Education and the public. |
| From Void to Valid: Corrections in AP & Purchasing |
Kaley Bivins |
Mistakes happen—but fixing them correctly is what matters. This session walks through common Accounts Payable and purchasing errors, including voiding checks, correcting invoices, modifying purchase orders, and handling documentation when things don’t go as planned. We’ll focus on practical, compliant ways to clean up transactions while maintaining strong internal controls and audit readiness. Attendees will leave with clear strategies for turning accounting missteps into valid, defensible records. |
| Capitalizing for Accuracy: Capital Fixed Assets in ERP |
Jill Garrett |
Successful asset management begins the moment an item is purchased. Participants will learn how to enter assets and navigate the Capital Assets module. We will cover the capitalization threshold and know critical data fields to correctly ensure accurate accounting and cover common entry errors. |
| The Complexities of Troubleshooting Capital Assets in ERP |
Jill Garrett |
Troubleshooting capital assets in ERP is often complex because it sits at the intersection of purchasing, the general ledger, and completing the audit. We will review a practical guide to troubleshoot the most common issues. In this session we will cover reconciliation of the asset transactions to the GL, depreciation errors, retirement issues, and steps to correct posting errors to the wrong year and/or period. |
| Processing P-Cards in ERP: A Step-by-Step Guide |
Jill Garrett |
Join our speaker to cover managing Procurement Card (P-Card) transactions within ERP. Participants will learn the end-to-end set up to workflow from transaction availability to final ledger posting. |
| Producing Quarterly 941 with Enterprise Forms |
Alex Wisseman |
This session will review how clients who use Enterprise Forms (ReadyForms) can produce printable forms for IRS Form 941 and Schedule B. |
| When the Receipts Go Public |
Kaley Bivins |
When an open records request hits Accounts Payable, every receipt matters. This session covers best practices for responding to open records requests involving invoices, receipts, credit card charges, and purchasing documentation. We’ll discuss what records are subject to disclosure, common exemptions, timelines, and how strong AP organization and documentation can make responses smoother and more defensible. Attendees will gain practical tips for working with legal counsel, protecting sensitive information, and responding confidently when the receipts go public. |
| HR: Solving Problems You Didn't Know You Had |
Ann Love, Hopkins County |
What if some of your biggest organizational challenges haven't shown up yet—but HR sees them coming? In this session, we will pull back the curtain on the invisible problems that quietly undermine schools and districts every day. From inconsistent hiring and informal accommodations to burnout, turnover, and compliance risks, these issues often go unnoticed until they become a crisis. Designed for education leaders including HR professionals, superintendents, and central office leaders, this session highlights how proactive HR practices prevent disruption, protect people, and help to preserve the district's instructional focus. Through real-world scenarios and practical examples, participants will see how HR identifies patterns early, intervenes strategically, and solves problems before they impact staff, students or budgets. Participants will leave with a new perspective on HR—not as a reactive department, but as a powerful prevention tool—and concrete strategies for partnering with HR to create stability, consistency, and stronger school systems. |
| Recruiting, Retaining, and the Real Cost of Turnover for Classified Operational Staff |
David Lyons, Powell Co |
Operational staff are the backbone of every school district—yet recruiting and retaining bus drivers, custodians, maintenance teams, food service staff, and clerical support continues to be one of the most persistent challenges in Kentucky schools. This session explores practical, finance-informed strategies for building a stable classified workforce, including compensation structures, scheduling flexibility, workplace culture, and onboarding practices that actually work. Participants will also examine the hidden financial impact of turnover—from overtime and substitute costs to training time, safety risks, and service disruptions—helping leaders quantify why retention is not just an HR issue, but a fiscal priority. |
| What FO Should Know About KDE |
Ann Culbertson, KDE |
This session will allow attendees to gain a clear understanding of how KDE's processes and expectations fit together. Join our speaker to learn what's new on KDE's website as well as how to grow productive, proactive relationships with the State Department. |
| Transportation Reporting Updates from KDE |
KDE Staff |
Transportation reporting continues to evolve, and KDE's latest updates bring important changes to data collection, documentation, and reimbursement calculations. This session will break down the new requirements and highlight common reporting pitfalls. |
| Cybersecurity |
Robert Hackworth, KDE |
With cyber threats targeting school districts at an increasing rate, finance officers play a critical role in safeguarding sensitive financial data and ensuring operational continuity. This session will highlight essential cybersecurity practices every finance leader needs to understand. |
