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:
[Online Registration PENDING]
Half-day training – Mornings – 9:00 AM to 12:00 Noon
Western New York –
Eastern New York –
Central New York –
1: Half day workshop. 3 CPEs (CPEs for CPAs in New York State)
2: This workshop has much of the same content as the prior workshop “Best Practices for Student Extraclassroom Activity Funds” offered from 1998 to 20012. This workshop is not recommended for persons who have taken that workshop recently.
3: 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.
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 “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.
NYS Education Law
Local Responsibilities and Authority
FUND MANAGEMENT (Financial)
Sales Tax Basics
Fund Safety and Security
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 $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.
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
Mary Balme, Executive Director
ELI@ NYSAWA Policies, Terms, and Conditions [HERE]
Weather or Emergency Closings
Workshop Notification Service
Method of Payment Information
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, firstname.lastname@example.org