Budget Certification Workshops

Have you completed your certified budget? Do you need help filling out your Aid & Levy Worksheet? We can help! 

These workshops, co-sponsored by IASB and Forecast5 Analytics, are free for IASB members and geared toward superintendents and school business officials.

Choose from one of the following dates and locations:
February 6—IASB Office, Des Moines
February 8—Cherokee
February 12—Belmond
February 14—Oelwein
February 20—Atlantic
February 22—Mt. Pleasant
February 26—IASB Office, Des Moines


 Lisa Oakley
Senior Analytics Advisor
     Forecast5 Analytics       
 Gary Sinclair
Senior Analytics Advisor
Forecast5 Analytics  
 Patti Schroeder
Finance Support Director
 Shawn Snyder
Finance Support Director

Join aid & levy and certified budget expert Lisa Oakley, former superintendent Gary Sinclair and IASB Finance Support Directors Patti Schroeder and Shawn Snyder in hands-on workshops to help you produce your FY 2018 certified budget. They will lead you through these sessions and help calculate your school district's spending authority, state foundation aid, and property taxes using 5Cast. 5Cast is Forecast5 Analytics’ budget projection tool that simulates scenarios so you can make data-informed decisions. Learn more about 5Cast. Not currently using 5Cast? Forecast5 Analytics is offering school districts free trials of 5Cast, which will provide full access to the tool during this workshop.

As full-day workshops, there is time for training, working on and completing your certified budget. Participants will leave with a completed certified budget. 

IASB, in partnership with Forecast5 Analytics, is offering these free, members-only workshops.

Workshop Details

Morning Sessions
8:15–11:15 a.m.
District assumptions must be completed in advance for this session. Prerequisite is required before you attend the morning sessions. You must register and complete the free webinar, offered by Forecast5 Analytics.

Lunch Break

Afternoon Sessions
12:30–4:30 p.m.
Participants will complete the district assumptions during this workshop. Please bring your laptop computer with you to the workshop. After registering for a workshop, Forecast5 Analytics will contact you with instructions on how to get your data loaded into 5Cast in order to have your model built in advance of the workshop. 


Fee: Free for IASB members. Workshops run from 8:15 a.m.–4:30 p.m. and include lunch. Registration closes two business weeks prior to the scheduled date, so Forecast5 Analytics can load your district's data into the tool. 

  For more information, contact Paul Kruse at
pkruse@forecast5analytics.com or by phone at (515) 554-1555.