Extraclassroom Activity Funds

Magnum Trainings:  Online Workshop


Extraclassroom Activity Funds (Online)


Schedule, Registration, and Payment [HERE]
Two 2-hour sessions, on non-consecutive days, via ZOOM with video

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

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
Session 1 – Introduction and Law
Local Responsibilities and Authority
Professional Attributes
Education Law
Commissioner Regulation
Board Policies
Administrative Regulations
Session 2 – Fund Management
Basic Procedures
Sales Tax Basics
Fund Safety and Security
Best Practices

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 14 component school districts and the work of 9 accounts payable 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 accounts payable 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
Dr. Jim Merrins is Executive Program Administrator of Educational Support Services. He administers numerous statewide fiscal workshops for superintendents and experienced school administrators, including Fiscal Navigation for Superintendents, The School District Negotiator,and Claims Auditor Training. 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 District Administrator and 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.

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 jump drive.

Hosted and administered by ESS
James M. Merrins, Ed.D., Executive Program Administrator

ESS Policies, Terms, and Conditions [HERE]
Method of Payment Information
Registration Information
Cancellation Policy

Contact James Merrins, Ed.D.
Comments, corrections, source documents, and questions welcome
Educational Support Services
42 Rosalyn Court, Fredonia, New York 14063
(716) 672-5473, FAX (716) 672-5472, jmerrins@cecomet.net