Advanced Claims Auditing – Workshop A (online)

Magnum Trainings: Fiscal Workshop


Advanced Claims Auditing – Workshop A (online)


Schedule, Registration, and Payment
[HERE]
Two 2.5-hour sessions, on non-consecutive days, via ZOOM with video

These three claims auditing workshops – A, B, C, are advanced training for school district claims auditing. These half-day workshops meet all board policy training requirements. Topics over these three workshops include most of the complex areas of claims auditing needed to meet NYS accountability legislation and sound fiscal practice. In-depth claims auditing procedures and processes are covered. Workshop A, B, and C, are not sequential, and can be taken in any order.

Advanced Workshops A in 2020-21, B in 2021-22, and C in2022-23

Notes
1. Two half-day online workshop.
2. This is one of three workshops providing advanced training, discussion, and advising for school district Claims Auditors, Deputy Claims Auditors, and related personnel functions.
3. We will provide Claims Auditors and Deputy Claims Auditors Training in your area for a group of 12 or more. Contact us.

Audience
For school district Claims Auditors and Deputy Claims Auditors, and of interest to Accounts Payable Clerks, Purchasing Agents, Internal Auditors, District Administrators, and Board of Education Members.

Workshop A Topics
ANNUAL UPDATES
The Current Culture of School District Auditing
Analysis of OSC’s Audits Related to Claims Auditing
Legislative Updates
OSC Directives
ADVANCED ISSUES AND STRATEGIES
Attributes of a Professional and Effective Claims Auditor
The Purchasing and Procurement Process Including Piggybacking
Problem Sharing Session
ADVANCED TIPS AND TECHNIQUES
Blanket purchase orders
BOCES invoices
Confirming purchase orders
Grants
Payroll issued payments
Warrant/Budget codes
Contractual payments to employees
Transportation – in house or contractual based
Wire Transfers

Faculty:
Michael Wolff, CIA
Michael Wolff Advisory Services provides internal auditing and claims auditing services to School Districts and Boards of Cooperative Educational Services. Michael is the sole owner/officer of the firm and is a Certified Internal Auditor. He has been performing internal audits since 1992 and has focused on school districts and BOCES since February 2011 while working for the Rensselaer City School District. At the Rensselaer City School District he was the Audit Manager supervising three part-time staff and completing annual risk assessments for twenty-seven school districts. Michael Wolff is currently the Internal Auditor for several school districts in the Capital District and Hudson Valley Region. In addition to internal auditing, Michael is the appointed Claims Auditor of the Capital Region BOCES, Dutchess County BOCES, and four school districts in the Capital District area.
Prior to working with school districts, Michael was the Director of Internal Audit for the investment banking firm Gleacher Securities Group. As Director of Internal Audit, Michael oversaw the annual completion of the audit plan and all aspects of Sarbanes-Oxley compliance. Michael is a Past President of the Albany Chapter of the Institute of Internal Auditors.
Michael Wolff Advisory Services
Internal Controls, Auditing, Training and Consulting
50B Raylinsky Lane
Mechanicville, NY 12118
518-618-8107
Michael@mwadvisory services.com

Administration:
James M. Merrins, Ed.D., SDA, SBA
Dr. Jim Merrins is Executive Program Administrator of the Educational Leadership Institute at NYSAWA, and the New York State School District Internal Auditing Alliance (SDIAA). He has trained over 800 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 trainings. Jim has over 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 half-day conference is $245 for the first participant, plus $225 for the second participant and $195 for each subsequent participants from the same school district.

Materials
Each workshop participant will receive workshop related materials.

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

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