Introduction to
Student Extraclassroom Activity Funds

This is the foundation workshop, with an emphasis on the legal foundation and personnel, for those with responsibilities for the administration of Student Extraclassroom Activity Funds.

Schedule and Registration:

Northern New York – Franklin-Essex-Hamilton BOCES, Malone, NY
BOCES Aidable at this location
[Online Registration HERE]
Thursday, September 21, 2017 – 1:00 PM to 4:00 PM

October – November 2017
[Online Registration HERE]
Half-day training – Five locations – 8:45 AM to 12:00 Noon
Mid-Hudson New York – Four Points by Sheraton, Newburgh, NY
Monday, October 2, 2017
Eastern New York – Capital Region BOCES, Latham (Albany area), NY
Tuesday, October 3, 2017
Central New York – O-C-M BOCES, Syracuse (Carrier Circle), NY
Wednesday, October 4, 2017
Western New York – Erie 1 BOCES, West Seneca (Buffalo area), NY
Thursday, October 5, 2017
Long Island New York – Bank of America Building, Broad Hollow, Melville, NY
Wednesday, November 29, 2017

Notes
1: Half day workshop. 3 CPEs (CPEs for CPAs in New York State)
2: A half-day advanced workshop is available for Central Treasurers and school personnel wanting proficiency and a better understanding of Student Extraclassroom Activity Funds. “Advanced Issues for Student Extraclassroom Activity Funds Personnel” covers in-depth knowledge, complex issues, and ethical considerations.
3: 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]
4: We will provide the “Introduction to Student Extraclassroom Activity Funds” workshop  in your area/district for a group of 12 or more. Contact us.

Audience
For school district Extraclassroom Activity Funds Central Fund Treasurers, Internal Auditors, Faculty Auditors, Faculty Advisors, 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 Central Treasurer(s) and auditors appointed by the Board of Education. The Central Treasurer has daily fiduciary oversight as representative of the Board of Education, administration, and students. School and District Administrators, Faculty Advisors, and District Treasurers must also know fund operations. Claims Auditors and Internal Auditors audit extraclassroom activity funds. This workshop is a foundation for the effective management and administration of student extraclassroom activity funds. The Central Fund Treasurer(s) and auditor must understand what is happening, what is needed, and what can be done, to meet his/her duties and solving the practical problems of control needed to maintain the fiscal integrity of student funds. The Central Treasurer(s) and auditors must act knowledgeably so as not to leave student funds open to mismanagement and the school open to potential embarrassment. The reputation of the district’s administration and staff rests on knowledge and good fiscal decisions.

Workshop Topics
LAW (Compliance)
NYS Education Law
Taxation Law
Raffle Law
Commissioner Regulations
Local Responsibilities and Authority
Board Policies
Administrative Regulations
PERSONNEL
Organization Chart
FUND MANAGEMENT (Financial)
Basic Procedures
Sales Tax Basics
Fund Safety and Security
Best Practices

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 numerous statewide fiscal workshops for superintendents and experienced school administrators, including Fiscal Navigation for Superintendents, The School District Negotiator,and the School Business Officials Training and Support Program. 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