School Finance 2015

Page 1

DEFINED BENEFIT VS DEFINED CONTRIBUTION

What is the future for pension systems in Oklahoma? Gary Jones, Oklahoma State Auditor and Inspector

SMART SPENDING: PREPARING A VISIONARY BUDGET Shawn Hime, OSSBA Executive Director

Nov. 4, 2015

Brenda Burkett, Norman Public Schools Chief Financial Officer

8:30 a.m. registration

Julie Miller, OSSBA Deputy Executive Director and General Counsel 9 a.m. – 3:30 p.m. (lunch included) Stephanie Mather, OSSBA Director of Legal Information and Staff Attorney

Go beyond the basics of school finance to prepare yourself for a potentially tough financial year to come. 8:30 — 9 a.m.

Registration

9 — 9:15 a.m.

Welcome

9:15 — 10:30 a.m.

Defined Benefit vs Defined Contribution; Gary Jones, Oklahoma State Auditor and Inspector

10:15 — 10:30 a.m.

Break

10:30 — 11:45 a.m.

Smart Spending: Preparing a Visionary Budget; Shawn Hime, OSSBA Executive Director

11:45 a.m. — 12:30 p.m. Lunch (provided) 12:30 — 1:30 p.m.

Money Out – Encumbrances and Bonded Indebtedness; Brenda Burkett, Norman Public Schools Chief Financial Officer

1:30 — 1:45 p.m.

Break

1:45 — 2:45 p.m.

Activity Funds, Sanctioning - It’s a Cake Walk! Julie Miller, OSSBA Deputy Executive Director and General Counsel, and Stephanie Mather, OSSBA Director of Legal Information and Staff Attorney

2:45 — 3 p.m.

Break

3 — 3:30 p.m.

Legislative Financial Outlook and Wrap-Up; Shawn Hime, OSSBA Executive Director

3:30 p.m.

Adjourn


SCHOOL FINANCE: BEYOND THE BASICS Go beyond the basics of school finance to prepare yourself for a potentially tough financial year to come. Wednesday, Nov. 4 • Southern Hills Marriott • 1902 E. 71st St. • Tulsa, OK 74136 9 a.m. - 3:30 p.m. (Registration begins at 8:30 a.m.) • Lunch will be provided This workshop qualifies for 3 finance, 1 ethics, and 2 legal board credits. To register online, please visit: www.ossba.org/school-finance Name of School District: ______________________________________________________________________ Contact Name:______________________________________________________________________________ Contact Email Address:_______________________________________________________________________ Billing Address: _____________________________________________________________________________ Attendee Information: Name: ______________________________________ Title:_________________________________________ Attendee Email Address:______________________________________________________________________ $100 member $200 for non-members. Registrations are due Oct. 28. Notice of cancellation must be received in writing by the registration due date (less a $25 cancellation fee). No refunds will be offered after Oct. 28. Registrations received after Oct. 28 and on-site are $125 ($250.00 for non-members). Payment Contact Name: ______________________ Email: _________________________________________ Method of Payment:

o Check Purchase Order Number:________________________________________

To pay by credit card, please contact Jennifer Paschal or Martha Stewart at 888-528-3571. For more information, special arrangements or accommodations, please call Lisa at 888-528-3571.

Register online, mail, scan and email, or fax this form to: OSSBA • Lisa Deaton 2801 North Lincoln Blvd., Suite 125 Oklahoma City, OK 73105 Register online: www.ossba.org/school-finance Email to register@ossba.org or fax to 405.609.3092


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