Training and Presentations
Contact Information
These trainings and presentations offer non-authoritative guidance in understanding and applying OSPI, State, and Federal requirements. Authoritative guidance may be found under the Instructions and WAC links on our website.
Apportionment Report Training Materials
S-275 Personnel Reporting & Its Role in K-12 School Funding (Posted 10/30/2020). This presentation is an overview describing the K–12 funding and the S-275 reporting.
WASBO Presentations
- SAFS and WASA Hot Topics - Michelle Matakas and T.J. Kelly review Stabilization/Emergency funds, ESSER funds, and the 2021-22 Biennium Operating budget. Dan Steele provides an update on the 2021 Legislative session that includes a review of the 2021-23 Capital budget and bills of interests.
- Enrollment Reporting 101 - Becky McLean presents a review of the enrollment reporting rules.
- School District Accounting Manual (SDAM) Updates - Paul Stone covers updates to the SDAM, addendums to the 2020-21 SDAM, Federal Program Guidance, and Revisions to the 2021-22 SDAM.
- 2021-2022 School Financial Services Updates - Mike Dooley provides updates to the the F-195/F-200 redesign project and the 2021-22 F-195 and reminders for the 2021-22 F-195F and 2020-21 Budget Extensions.
- 2021-2022 F-196 Updates - Ralph Fortunato addresses the 2020-21 F-196 updates.
- Accounting for Leases: GASB 87 - Holly Burlingame, Ryan Montegomery, and Paul Stone provide guidance on GASB 87 Accounting for Leases.
- F-196 Year End Workshop - Ralph Fortunato provides updates and review on revisions to the F196 Financial Reporting System.
- Transportation Workshop - T.J. Kelly and Michelle Matakas provide an update on the potential impacts of Covid-19 on transportation.
- Accounting Year End Workshop - Paul Stone covers topics such as year end accounting tools, ESSERF claims, food and transportation programs, and NCES codes.
- 2019-20 Accounting Changes - Paul Stone provides an update on revisions to the 2019-20 school year Accounting Manual, and changes made to the chart of accounts and fiscal reporting.
- 2018-19 School Financial Services Update - Ralph Fortunato provides a school financial services update.
- 2019-20 School Financial Services Budgeting Update - Mike Dooley provides a school financial services budgeting update.
- 2019-21 Biennial Budget Update - Michelle Matakas and T.J. Kelly review what we know of the 2019 legislative session to date relating to School Apportionment and Financial Services.
- Enrollment Reporting Update - Becky McLean presented on current enrollment issues including the FTE change for 2018-19.
- Understanding Levies and Local Effort Assistance - Michelle Matakas and Melissa Jarmon provided information on understanding Levies and Local Effort Assistance.
- SAFS Hot Topics - Michelle Matakas and T.J. Kelly reviews what we know of the 2017 legislative session to date relating to School Apportionment and Financial Services.
- Enrollment Reporting Update - Becky McLean presented on current enrollment issues.
- K-3 Funding Formula Walk-through - Melissa Jarmon provided an explanation on the calculation and how to spot errors in the reports.
- School Apportionment Hot Topics - T.J. Kelly presented the hot topics in school apportionment.
- SB 6195 Data Collection - Michelle Matakas and T.J. Kelly presented on the proposed structure of the compensation data collection as required in SB 6195.
- Hot Topics and Legislative Update - JoLynn Berge, Kim Brodie, Mitch Denning, and T.J. Kelly contributed to a two hour long session addressing recently passed legislation and apportionment hot topics.
- Enrollment Reporting Update - Becky McLean gave a presentation on the transition to school level enrollment reporting for the 2016-17 school year.