Training and Presentations

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.

2024 Session & Supplemental Budget Overview webinar (May 27, 2024)

2024 Session & Supplemental Budget Overview

If you would like a copy of the webinar recording, please contact Carrie Hert at carrie.hert@k12.wa.us. 

Enrollment Training

During the month of August 2023, OSPI's Becky McLean provided several enrollment training sessions that covered the enrollment reporting changes for the 2023-24 school year and a review of enrollment rules. 

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.

Financial Services Training Materials

SAFS 2022-23 F-196 End of Year Workshop (Posted August 17, 2023). This presentation is an overview of F-196 financial reporting reminders, tools, tips, and updates.

WASBO Presentations

 

WASBO 2023
WASBO 2022

Enrollment 101—Becky McLean

  • Updates for the 2022-23 School Year
  • Calculating FTE Tool
  • Basics of Enrollment Reporting

Identifying Leases Subject to the new Requirements—Paul Stone, Holly Burlingame (WASBO), Ryan Montgomery (SAO)

  • Prepare for Lease Accounting
  • Creating a List of Leases
  • Deciding which leases to include or exclude
  • Definitions
  • Resources

SAFS Hot Topics—T.J. Kelly, Michelle Matakas, Melissa Jarmon

  • Enrollment Stabilization & One-time funding
  • Levy and Local Effort Assistance (LEA)
  • Prototypical School Funding
  • Physical, Social, and Emotional Support Staff Compliance
  • Compensation Allocations
  • Other School Apportionment and Financial Services (SAFS) Related Issues
  • Systems Updates (Actual or Projected Release Dates)

SAFS Hot Topics & Legislative Update—T.J. Kelly, Michelle Matakas, Dan Steele (WASBO/WASA)

  • Enrollment Stabilization & One-time funding
  • Levy and Local Effort Assistance (LEA)
  • Prototypical School Funding
  • Physical, Social, and Emotional Support Staff Compliance
  • Compensation Allocations
  • Other School Apportionment and Financial Services (SAFS) Related
  • Issues
  • Systems Updates (Actual or Projected Release Dates)
  • 2022 Supplemental Capital Budget
  • Bills of Interest Adopted & Defeated

F-195 Budgeting and Accounting Update for SY 2022–23—Paul Stone, Lee Wlazlak

  • New Budgeting Personnel at OSPI
  • F-195/F 200 Redesign Project Update
  • FY 2022–23 F-195 Update
  • F-195F Reminders for FY 2022–23
  • Budget Extension Reminders for FY 2021–22

F-196 Financial Reporting and Accounting Updates for SY 2021–22—Paul Stone, Mike Sando

  • F-196 Basic Information
  • Certification
  • Importing Data
  • Beginning Fund Balances sub fund
  • Program Matrix
  • Resource to Program Expenditure Report
  • New F-196 Items
  • Additional Resources
WASBO 2021
  • 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.
WASBO 2020
  • 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.
WASBO 2019
WASBO 2018
WASBO 2017
  • 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.
WASBO 2016
  • 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.