Onsite Statewide Workshop

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 [Registration HERE]
Half-day training – 9:00 AM to 11:30 AM
3 CPEs for CPAs – – 3 CTLE Hours
Western New York
Erie 1 BOCES, West Seneca (Buffalo area)
Monday – October 21, 2019

Mid-Western New York
– Monroe 1 BOCES, Linden Park, Rochester
Tuesday, October 22, 2019
Mid-Hudson New York
– Four Points by Sheraton, Newburgh
Monday, October 28, 2019 – CANCELLED AT THIS LOCATION

Eastern New York
– Holiday Inn Express, Latham (Albany area)
Tuesday – October 29, 2019

Central New York
– O-C-M BOCES, Henry Campus, Syracuse
Wednesday – October 30, 2019
Long Island East New York
– Hilton Garden Inn, Riverhead
Monday, November 18, 2019
Long Island West New York
– Broad Hollow Conference Center
Bank of America Building, Melville
Wednesday, November 20, 2019

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: We will provide the “Introduction to Student Extraclassroom Activity Funds” workshop  in your area/district for a group of 12 or more. Contact us.

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
Organization Chart
Basic Procedures
Sales Tax Basics
Fund Safety and Security
Best Practices

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.

The cost of this workshop is $245 for the first participant, plus $225 for the second participant, plus $195 for the third and subsequent participants from the same school district or firm.
DISCOUNT – The discount for each person from the same district attending the afternoon session [Advanced Issues for Student Extraclassroom Activity Funds] after attending this morning session [Introduction to Student Extraclassroom Activity Funds] is $25 per person, subtracted from the final invoice.

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