NOTE: This workshop has been moved online [HERE]
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.
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.
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.
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