Advanced Issues for
Student Extraclassroom Activity Funds

This is an advanced topics workshop with an emphasis on the solving common legal and personnel issues encountered in the administration of Student Extraclassroom Activity Funds.

Schedule and Registration 
[Online Registration HERE]
October-November 2017
Half-day training – Five locations – 8:45 AM to 12:00 Noon
Mid-Hudson New York
–  Four Points by Sheraton, Newburgh, NY
Monday, October 30, 2017
Eastern New York
– Capital Region BOCES, Latham (Albany area), NY
Tuesday, October 31, 2017
Central New York
– O-C-M BOCES, Syracuse (Carrier Circle), NY
Wednesday, November 1, 2017
Western New York
– Garden Place Hotel, Williamsville (Buffalo area), NY
Thursday, November 2, 2017
Long Island New York
– Bank of America Building, Melville, NY
Tuesday, November 29, 2017   NOTE: 12:30 PM to 3:30 PM

Notes
1: Half day workshop. 3 CPEs (CPEs fr CPAs in New York State)
2: This is the advanced workshop with an emphasis in depth knowledge, complex issues, and ethical considerations for Student Extraclassroom Activity Funds. “Advanced Issues for Student Extraclassroom Activity Funds Personnel” covers in-depth knowledge, complex issues, and ethical considerations.
3: A half-day foundation workshop is available for Central Treasurers and school personnel wanting grounding and a better understanding of the legal foundation for Student Extraclassroom Activity Funds.
4: On completion of this workshop, other requirements, and application, the Educational Leadership Institute will issues a ‘Certificate of Advanced Training’ and/or ‘Certificate of Proficiency.’ [LINK]
5: We will provide the “Advanced Issues for Student Extraclassroom Activity Funds” workshop  in your area/district for a group of 12 or more. Contact us.

Audience
For school district Central Fund Treasurers, Internal Auditors, Faculty Auditors, Business Administrators, Principals, and Superintendents

Why This Workshop is Important
The responsibility for the fiscal integrity, oversight, and the safety of student money rests with the Student Extraclassroom Activity Funds Central Treasurer(s), SEAF Faculty Auditor, club advisors, and administrators.  These positions have many complexities including legal requirements and culture of the school district.  This workshop builds upon the foundation principals set forth in Law, Commissioner Decisions, SED direction, OSC audit results.  We will discuss common issues and dilemmas faced in the management and administration of SEAF.  We will take a practitioner’s approach, looking at alternative ways to solve a variety of issues, and the optimal and permissible solutions.

Workshop Topics
LAW
Commissioner Decisions
OSC Audits
PERSONNEL
Roles and responsibilities of key personnel
Payments to employees and service providers [OSC]
FUND MANAGEMENT & PROCEDURES
Internal fiscal controls
Fraud risk reduction
Cash handling – safety and security
Sales Tax issues
Gifting of SEAF
Types of fund raisers
– general, individual, charity
Merging (nesting) of organizations
Temporary student fundraising activities
Invoices and contracts – 1099s
Purchases and purchasing
Trips

Faculty
Dr. Jim Merrins is Executive Program Administrator of the Educational Leadership Institute, NYSAWA and the New York State School District Internal Auditing Alliance (SDIAA).  He administers and teaches numerous statewide fiscal workshops for superintendents and experienced school administrators, including Fiscal Navigation for Superintendents, The School District Negotiator, Claims Auditor Training, and the Internal Auditors Conferences.  Jim has more than 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.

Costs
The cost of this workshop is $225 for the first participant, plus $195 for the second participant, plus $185 for the third and subsequent participants from the same school district or firm.

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

Hosted and administered by ELI@NYSAWA
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

Contact 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, jmerrins@cecomet.net