Certified Budget 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? We can help!

Register Today

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

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

IASB Staff Experts

IASB staff experts will share a legislative update and IASB member resources at the beginning of the workshop.

Patti Schroeder
Finance Support Director
Shawn Snyder
Associate Executive 
Director, Government 
Relations and School Finance

Instructional Leadership Provided by Forecast5 Analytics

Gary Sinclair
Senior Analytics Advisor
Lora Appenzeller
Senior Analytics Advisor
Lisa Oakley
Senior Analytics Advisor

Join our aid & levy and certified budget workshops with former school business official (SBO) Lora Appenzeller, former superintendent Gary Sinclair, and IASB Finance Support Directors Patti Schroeder and Shawn Snyder in a series of hands-on workshops to help you produce your FY 2020 certified budget.

They will lead you through these sessions and help complete your certified budget, calculate your school district's spending authority, state foundation aid, and property taxes using 5Cast™. 5Cast is Forecast5’s budget projection tool that simulates “what-if” scenarios so you can make better-informed strategic decisions. (The certified budget materials have been developed and are supported by aid and levy expert, Lisa Oakley.)

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. Please bring your laptop computer with you to the workshop.

If you are currently not a user of 5Cast and are interested in learning more, we will provide you free trial access to the tool during this workshop. Click here to learn more about 5Cast.


This workshop is complimentary for all 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.

Choose from the workshop options below to find a location and date that best fits your needs!

  • Wednesday, February 6 | West Des Moines, Learning Center | 9 a.m.–Noon
  • Wednesday, February 6 | West Des Moines, Learning Center | 1 p.m.–4 p.m.
  • Thursday, February 7 | Charles City, NIACC | 9 a.m.–Noon
  • Friday, February 8 | Elkader, AEA Offices | 9 a.m.–Noon
  • Tuesday, February 12 | Ames, AEA Offices | 9 a.m.–Noon
  • Wednesday, February 13 | Osceola, AmericInn | 9 a.m.–Noon
  • Thursday, February 14 | Algona, Algona Library | 9 a.m.–Noon
  • Thursday, February 21 Red Oak, AEA Offices | 9 a.m.–Noon
  • Tuesday, February 26 | Denison, Boulder Inn | 9 a.m.–Noon
  • Wednesday, February 27 | LeMars, AEA Office | 9 a.m.–Noon
  • Thursday, February 28 | Cedar Rapids, AEA Offices | 9 a.m.–Noon
  • Tuesday, March 5 | Fairfield, AEA Offices | 9 a.m.–Noon
  • Thursday, March 7 | Bettendorf, AEA Offices | 9 a.m.–Noon

  For more information, email Lora Appenzeller or call (630) 955-7855.