OISBF

Oklahoma ASBO is proud to announce the creation of the OKASBO Institute of School Business and Finance.  The OISBF will provide professional development programs for school business managers, treasurers, clerks, secretaries, administrators, and others responsible for the fiscal operations of career tech, charter and common schools.  The programs are designed to provide knowledge of the legal, governmental and financial dimensions of all school operations. 

The OISBF program is a series of business trainings based on the International School Business Management Professional Standards and Code of Ethics. The program is divided into three levels: LEVEL ONE, LEVEL TWO, and LEVEL THREE.  Graduation from the OISFB program is a prerequisite towards professional certification through OKASBO.

In addition to the LEVEL Programs, OISBF will be offering programs for treasurers, encumbrance clerks, activity fund custodians, HR and payroll professionals and other school finance professionals.

THE SECOND SESSION OF THE 2023 PROGRAMS WILL BE OCTOBER 10TH AND 11TH. 

THE FY 2024 LEVEL PROGRAMS WILL BEGIN ON NOVEMBER 14TH AND 15TH.

THE SECOND SESSION OF THE PROGRAMS TBA. 

LEVEL ONE:

The topics to be covered in LEVEL ONE are:

Roles/Responsibilities of School Business Officials Federal Programs Update
Introduction to Risk Management Budget Development Process
Basic State Aid Formula Basic Principles of Ad Valorem
Introduction to the Oklahoma Cost Accounting System (OCAS) How Safe is Your Bank?
Activity Funds Communications
Auditing Critical Thinking: Ethics
Fraud and Abuse Survival Skills: Time Management & Networking

Fellow school officials will share their expertise in the above topics with you.  You will also complete various homework assignments to enhance or prepare for sessions.  We will also encourage as much networking as possible.  Mentors will be assigned to assist and follow-up with you during LEVEL ONE.

Cost: $250/members; $350/non-members

Click here to register for the LEVEL ONE Program

Click here for LEVEL ONE Agenda

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LEVEL TWO:

The topics to be covered in LEVEL TWO are:

Emergency Preparedness and Recovery Dealing with Personnel Issues
Budgeting and Planning Advanced Risk Management
Human Resource Management – Benefits/Personnel Internal Controls
Payroll Child Nutrition Program
Bond Issues – What, Who, When and How Safety and Security
Purchasing Processes & Efficiency Technology Hot Issues: Cybersecurity
Community/Business Relations and Communication Review/Critical Thinking: Problem Solving
How the Legislative Process Works
Legal Issues – Working with DHS Critical Thinking Issues: FERPA

Fellow school officials will share their expertise in the above topics with you.  You will also complete various homework assignments to enhance or prepare for sessions.  We will also encourage as much networking as possible.  Mentors will be assigned to assist and follow-up with you during LEVEL TWO.

Cost: $250/members; $350 non-members

Click here to register for the LEVEL TWO Program

Click here for LEVEL TWO Agenda

*Prerequisite to register is the completion of LEVEL ONE or the completion of the OCSBM Introductory Level

______________________________________________________________________________________________

LEVEL THREE:

The topics to be covered in LEVEL THREE are:

Advanced Legal Issues Legislative Process and Education Hot Issues
Board Policies Open Records & Open Meetings
Budget Reduction School Transportation
Ethical Decision Making Special School Audit
Facilities and Construction Teacher Retirement
HR Management and Negotiations Technology Updates

Fellow school officials will share their expertise in the above topics with you.  You will also complete various homework assignments to enhance or prepare for sessions.  We will also encourage as much networking as possible.  Mentors will be assigned to assist and follow-up with you during LEVEL THREE.

Cost: $250/members; $350/non-members

Click here to register for the LEVEL THREE Program

Click here for LEVEL THREE Agenda

*Prerequisite to register is the completion of LEVEL TWO or the completion of the OCSBM Intermediate Level

_____________________________________________________________________________________________

Watch this space for information about additional training options offered by the OISBF.  The Institute will be offering sessions such as:

  • Activity Funds

    • Click here to register for the Activity Fund Workshops.
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  
    • Registration for the individual session will open immediately after the preceding session
    • Click here for Agendas and Session Dates
    • You will earn 11 Professional Development points for the entire series (see the agenda above for the sessions which earn PD 1 point for each one hour session, 11 total points)
    • Cost:
      • All Sessions: Members/$125; Non-Members/$200
      • District Option-All Sessions: Members/$300;Non-members/$450
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • HR, Payroll & Personnel

    • Click here to register for the Human Resources Workshops. 
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  
    • Registration for the individual session will open immediately after the preceding session
    • Click here for Agendas and Session Dates
    • You will earn 11 Professional Development points for the entire series (see the agenda above for the sessions which earn PD 1 point for each one hour session, 11 total points)
    • Cost:
      • All Sessions: Members/$100; Non-Members/$150
      • District Option-All Sessions: Members/$250;Non-members/$375
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • Treasurer

    • Click here to register for the Treasurer Workshops.
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  

    • Registration for the individual session will open immediately after the preceding session

    • Click here for Agendas and Session Dates
    • You will earn 11 Professional Development points for the entire series (see the agenda above for the sessions which earn PD 1 point for each one hour session, 11 total points)
    • Cost:
      • All Sessions: Members/$125; Non-Members/$200
      • District Option-All Sessions: Members/$300;Non-members/$450
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • Encumbrance Clerk

    • Click here to register for the Encumbrance Clerk Workshops.
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  

    • Registration for the individual session will open immediately after the preceding session

    • Click here for Agendas and Session Dates
    • You will earn 11 Professional Development points for the entire series (see the agenda above for the sessions which earn PD 1 point for each one hour session, 11 total points)
    • Cost:
      • All Sessions: Members/$125; Non-Members/$200
      • District Option-All Sessions: Members/$300;Non-members/$450
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • Auditor

  • Purchasing

    • Click here to register for the Purchasing Workshops. 
    • The workshops will be presented virtually through ZOOM monthly.  There are two ways to register for the workshops:  1) the entire series, or 2) individual sessions.  

    • Registration for the individual session will open immediately after the preceding session

    • Click here for Agendas and Session Dates (DATES WILL BE ANNOUNCED VERY SOON!)
    • You will earn points Professional Development points for the entire series.
    • Cost:
      • All Sessions: Members/$100; Non-Members/$150
      • District Option-All Sessions: Members/$250;Non-members/$375
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • Accounts Payable

    • Click here to register for the Accounts Payable Workshops. 
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  

    • Registration for the individual session will open immediately after the preceding session

    • Click here for Agendas and Session Dates
    • You will earn points Professional Development points for the entire series.
    • Cost:
      • All Sessions: Members/$100; Non-Members/$150
      • District Option-All Sessions: Members/$250;Non-members/$375
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • Payroll

    • Click here to register for the Payroll Workshops. 
    • The workshops will be presented virtually through ZOOM monthly.  There are four ways to register for the workshops:  1) the entire series, 2) District option – entire series, 3) individual sessions, or 4) District option – individual option.  The District option allows a District to register and let three or more employees attendee at a discounted fee.  The attendee names will need to be submitted to the OKASBO office before the session to process certificates of attendance.  

    • Registration for the individual session will open immediately after the preceding session

    • Click here for Agendas and Session Dates
    • You will earn points Professional Development points for the entire series.
    • Cost:
      • All Sessions: Members/$100; Non-Members/$150
      • District Option-All Sessions: Members/$250;Non-members/$375
      • Individuals Sessions: Members/$20; Non-members/$35
      • District Option-Individual Sessions: Members/$50; Non-members/$75

  • OCAS Workshop

    • Click here to register for the OCAS Workshops. 
    • Workshop will be announced soon
    • Click here for Agenda 

  • and more
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