Advanced Claims Auditing
Workshop C – NEW
This is Workshop C, the third 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 [Registration HERE]
Half-day training – 9:00 AM to 1:00 PM
4 CPEs for CPAs – – 4 CTLE Hours
Western New York – Erie 1 BOCES, West Seneca (Buffalo area)
Monday – November 4, 2019
Mid-Western New York – Hilton Garden Inn, Pittsford (Rochester area)
Tuesday, November 5, 2019
Central New York – O-C-M BOCES, Henry Campus, Syracuse
Wednesday – November 6, 2019
Eastern New York – Holiday Inn Express, Latham (Albany area)
Monday – November 18, 2019
Mid-Hudson New York – Four Points by Sheraton, Newburgh
Tuesday, November 19, 2019
Long Island New York – Pending
Advanced Workshops A-B-C (2020)
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 C Topics
An Analysis of 2018-19 OSC’s Audits Of Interest to Claims Auditors
ADVANCED TIPS AND TECHNIQUES
Gifts of public funds
Health insurance invoices (including ACA)
Issues and paying of independent contractors
Special education programs and services
Reimbursement claim forms
Food service – in-house and contractual
ADVANCED ISSUES AND STRATEGIES SESSIONS
The Claim’s Auditor’s Checklist and Permanent Binder
Capital Projects Including Prevailing Wages
Providing Legal References and Support
Problems – Unusual Claims and Issues
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
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, firstname.lastname@example.org