Advanced Claims Auditing
Workshop B

This is Workshop B, the second of three advanced claims auditing workshops – A, B, C, advanced training on school district claims auditing. These half-day (four hour) workshops meet all board policy training requirements. Topics over these three workshops include most of the complex areas of claims auditing needed to meet NYS accountability legislation and sound fiscal practice. In-depth claims auditing procedures and processes are covered. Workshop A, B, and C, are not sequential, and can be taken in any order.

Schedule [Online Registration HERE]
Half-day training – Six Locations – 9:00 AM to 1:00 PM
4 CPEs for CPAs – – 4 CTLE Hours

Western New York – Erie 1 BOCES, West Seneca (Buffalo area), NY
Monday, October 15, 2018
Mid-Western New York
– Rush-Henrietta CSD, Henrietta (Rochester area), NY
Tuesday, October 16, 2018
Central New York
– O-C-M BOCES, Syracuse, NY
Monday, October 29, 2018
Eastern New York
– Capital Region BOCES, Latham (Albany area), NY
Tuesday, October 30, 2018
Long Island New York
– Bank of America, Melville, NY
Tuesday, November 13, 2018
Mid-Hudson New York 
– Four Points by Sheraton, Newburgh, NY
Thursday, November 15, 2018

Advanced Workshops C (2019)
Details and presentation schedule pending

1. Half day workshop. 4 CPEs (CPEs for CPAs) – – 4 CTLE Hours (School Administrators)
2. This is one of three workshops providing advanced training, discussion, and advising for school district Claims Auditors, Deputy Claims Auditors, and related personnel functions.
3. We will provide Claims Auditors and Deputy Claims Auditors Training in your area for a group of 12 or more. Contact us.

For school district Claims Auditors and Deputy Claims Auditors, and of interest to Accounts Payable Clerks, Purchasing Agents, Internal Auditors, District Administrators, and Board of Education Members.

Workshop B Topics
An Analysis of 2017-18 OSC’s Audits Of Interest to Claims Auditors
OSC Directives
Legislative Updates
Credit Cards
Emerging Use and Claims Auditing of Electronic Documents
School District Claims Auditor Reports and Reporting
Detection, Discovery, and Reporting of Fraud
Medicare Part B Reimbursement (Long Island Only)
Student Extraclassroom Activity Funds

Experienced claims auditors
James M. Merrins, Ed.D., SDA, SBA
Dr. Jim Merrins is Executive Program Administrator of the Educational Leadership Institute at NYSAWA, and the New York State School District Internal Auditing Alliance (SDIAA). He has trained over 800 claims auditors, deputy claims auditors and business office personnel. He has administered the Claims Auditors Conferences and teaches numerous fiscal workshops for superintendents and school business personnel, including Fiscal Navigation for Superintendents, and Introduction to Extraclassroom Activity Funds trainings. Jim has over 40 years experience in school administration, including 16 years as a Superintendent in Fredonia and Honeoye, New York. Dr. Merrins is NYS certified as a School Business Administrator. Dr. Merrins taught school finance and school law at SUNY colleges for several years.

The cost of this half-day conference is $245 for the first participant, plus $225 for the second and subsequent participants from the same school district or firm.

Each workshop participant will receive a conference-related materials, guides, and reports, including excerpts of relevant laws and regulations; and sample forms and templates. Relevant documents are provided on a CD.

Sponsored by the School District Internal Auditing Alliance
Hosted and administered by the Educational Leadership Institute
at the New York State Association for Women in Administration
James M. Merrins, Ed.D., Executive Program Administrator

ELI@ NYSAWA Policies, Terms, and Conditions [HERE]
Weather or Emergency Closings
Workshop Notification Service
Method of Payment Information
Registration Information
Cancellation Policy

James Merrins, Ed.D.

Comments, corrections, source documents, and questions welcome
42 Rosalyn Court, Fredonia, New York 14063
(716) 672-5473, FAX (716) 672-5472,