Budget Certification Workshops

Have you completed your certified budget? Do you need help filling out your Aid & Levy Worksheet? Would you like a polished Power Point to share your certified budget and five-year financial projections with your board and public? Would you like to know the potential impact to your funding and tax rate if the state reduces the C&I reimbursement? 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 one AM or PM session from the following dates and locations below. Sessions are repeated in the afternoon with an extra hour to work on district five-year budget assumptions. 
February 6—IASB Office, Des Moines
February 8—Storm Lake (location change from Cherokee)
February 12—Clear Lake (location change from 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
IASB
 Shawn Snyder
Finance Support Director
IASB


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.

Participants will leave with a completed certified budget, five-year financial projection and board ready presentation.

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. Please register here for a free webinar offered by Forecast5 Analytics. This webinar will guide participants through the process of making powerful financial projections for the next five-years. Webinar Prerequisite is required before attending the morning sessions. Please bring your laptop computer with you to the workshop. After registering, 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.

Afternoon Sessions
12:30–4:30 p.m.
Participants will complete the district five-year financial assumptions during this workshop. Please bring your laptop computer with you to the workshop. After registering, 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.

Registration

Fee: Free for IASB members. Workshops are one-half day, morning or afternoon. 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.