Business Office Year-End Processes and Procedures (Online)

Magnum Trainings: Fiscal Workshop


Business Office Year-End
Processes and Procedures (Online)

Schedule, Registration, and Payment
One 3-hour session, via ZOOM

As the academic year draws to a close and educators eagerly anticipate their well-deserved vacations, the pace and workload in the business office are intensifying. The conclusion of the fiscal year on June30 and the commencement of the new fiscal year on July 1 create challenges for fiscal operations and office personnel. It’s not uncommon for business staff to retire, and newcomers may be navigating the year-end transition for the first time. Participation requires full video (camera) and audio (microphone) via ZOOM throughout the workshop. Participation problems (homework) will be provided prior to the session.

This is an interactive online workshop for all school district business office personnel: accounts payable clerks, payroll clerks, purchasing agents, auditors, personnel clerks, and school business officials. All business staff titles and administrators will find this workshop useful.

Why this Workshop is Important
Proactive preparation for the June/July business transitions can alleviate anxiety and streamline ongoing tasks. This workshop offers timelines, practical guidance, and recommendations for year-end fiscal activities. Each facet of business operation, including accounts payable, purchasing, budgeting, payroll, auditing, and personnel, can be effectively readied for the transition.

Kathryn Blackman, CPA
Kathy Blackman has 35 years’ experience in New York public school finance. She is currently the Controller of the Broome Tioga BOCES Central Business Office (2013 to present). At the BOCES CBO she oversees the finances of 15 component school districts and the work of 9 payroll clerks. Immediately prior to her Controller position Kathryn worked 19 years as the school business official in Chenango Forks Central Schools (1995-2013), and again prior, worked ten years as an external auditor. This unique background and perspective has given her insights how different districts structure the payroll function for effectiveness and efficiency. Ms. Blackman is currently an Adjunct Professor in the Teaching, Learning and Educational Leadership Program at SUNY Binghamton. She presents fiscal issues and considerations to regional Boards of Education. She regularly conducts training sessions for business office staff and administrators on school finance topics.

James M. Merrins, Ed.D., SDA, SBA
Jim Merrins is Executive Program Administrator of Educational Support Services. He has trained over 1,000 claims auditors, deputy claims auditors and business office personnel. He has administered the Claims Auditors Conferences and teaches numerous fiscal workshops for superintendents and school business personnel, including Fiscal Navigation for Superintendents, and Introduction to Extraclassroom Activity Funds. Jim has over 45 years experience in school administration, including as Superintendent of Schools in Fredonia (12 years) and Honeoye (4 years), New York. Dr. Merrins is NYS certified as a School District Administrator and School Business Administrator. Dr. Merrins taught school finance and school law at SUNY colleges for several years.

$245 for the first participant, plus $225 for the second participant, plus $95 for the third and each subsequent participants from the same school district..

Each workshop participant will receive workshop-related materials.

Hosted and administered by Educational Support Services (ESS)
James M. Merrins, Ed.D., Executive Program Administrator

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Contact James Merrins, Ed.D.
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Educational Support Services
42 Rosalyn Court, Fredonia, New York 14063
(716) 672-5473, FAX (716) 672-5472,