Bootcamp 2022: Essentials of Budgeting & Forecasting

Includes a Live Event on 07/19/2022 at 8:00 AM (EDT)

Date: 07.19-20.2022
Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
Cost: Member: $200 | Non-Member: $400

A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or currently licensed CFO/Treasurers wanting a refresher in budgeting and forecasting.  The course provides comprehensive content in the following areas:  budget development, revenue and expenditure cash flow, forecasting and forecasting assumptions, and content on ASBO International’s Meritorious Budget Award Program.

In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.


AGENDA
 
Day 1
 
8:00 a.m.
Registration, Class Instructions and Introductions
 
8:15 a.m.
Module 1: Appropriations & Budgeting (CPIM Pending)
 
9:15 a.m.
Break
  
9:30 a.m.    
Module 2: Introduction to Forecasting
Module 3: Enrollment Projections (CPIM Pending)
 
10:30 a.m.
Break
  
10:45 a.m.
Module 4.1: Forecasting Revenues
Local Property and Income Taxes (CPIM Pending)
  
12:00 p.m.     
Lunch
 
12:45 p.m.
Module 4.2: Forecasting Revenue 
Calculating & Projecting the Components of State Aid (CPIM Pending)
 
2:00 p.m.         
Break               
 
2:15 p.m.
Module 4.3: Revenue Forecast 
Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.) (CPIM Pending)
 
3:15 p.m.         
Adjourn  
 
 
Day 2
 
8:30 a.m.    
Module 5.1: Forecasting Expenditures 
Salaries and Wages (CPIM Pending)

 
Module 5.2: Forecasting Expenditures 
Retirement and Insurance Benefits (CPIM Pending)

 
10:00 a.m.
Break
 
10:15 a.m.
Module 5.3: Forecasting Expenditures 
Other Expenditures (CPIM Pending)

 
11:00 a.m.       
Break
 
11:15 a.m.
Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending)
 
12:15 p.m.       
Lunch
 
1:00 p.m.
Module 6: Cash Flow, Fiscal Caution, Watch and Emergency (CPIM Pending)

2:00 p.m.
Break
 
2:15 p.m.
Module 7: Analytics (CPIM Pending)

3:15 p.m.        
Course Review           

3:30 p.m.         
Adjourn           



Key:

Complete
Failed
Available
Locked
How to Add each session to your Google Calendar
The Add to Calendar button in each component will only download an .ics file for Microsoft Outlook calendars. Click the Instructions button for steps.
Module 1 – Appropriations & Budgeting
07/19/2022 at 8:00 AM (EDT)   |  75 minutes
07/19/2022 at 8:00 AM (EDT)   |  75 minutes Meeting ID: 896 4107 2522 Passcode: 811614
Module 2 - Introduction to Forecasting; and Module 3 - Enrollment Projections
07/19/2022 at 9:30 AM (EDT)   |  60 minutes
07/19/2022 at 9:30 AM (EDT)   |  60 minutes Meeting ID: 847 4030 4911 Passcode: 683877
Module 4.1 - Forecasting Revenues - Local Property and Income Taxes
07/19/2022 at 10:45 AM (EDT)   |  75 minutes
07/19/2022 at 10:45 AM (EDT)   |  75 minutes Meeting ID: 811 0550 8172 Passcode: 596397
Module 4.2 - Forecasting Revenue - Calculating & Projecting the Components of State Aid
07/19/2022 at 12:45 PM (EDT)   |  75 minutes
07/19/2022 at 12:45 PM (EDT)   |  75 minutes Meeting ID: 819 6209 9301 Passcode: 741524
Module 4.3 - Revenue Forecast - Other Major Revenues
07/19/2022 at 2:15 PM (EDT)   |  60 minutes
07/19/2022 at 2:15 PM (EDT)   |  60 minutes Meeting ID: 893 4373 8786 Passcode: 712104
Module 5.1 & 5.2 - Forecasting Expenditures - Salaries and Wages
07/20/2022 at 8:30 AM (EDT)   |  90 minutes
07/20/2022 at 8:30 AM (EDT)   |  90 minutes Meeting ID: 884 3743 2872 Passcode: 130214
Module 5.3 - Forecasting Expenditures - Other Expenditures
07/20/2022 at 10:15 AM (EDT)   |  45 minutes
07/20/2022 at 10:15 AM (EDT)   |  45 minutes Meeting ID: 896 1121 4750 Passcode: 823184
Module 5.3 - Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items
07/20/2022 at 11:15 AM (EDT)   |  60 minutes
07/20/2022 at 11:15 AM (EDT)   |  60 minutes Meeting ID: 878 5340 8454 Passcode: 510755
Module 6 - Cash Flow, Fiscal Caution, Watch and Emergency
07/20/2022 at 1:00 PM (EDT)   |  60 minutes
07/20/2022 at 1:00 PM (EDT)   |  60 minutes Meeting ID: 868 1120 4399 Passcode: 561756
Module 7 – Analytics & course review
07/20/2022 at 2:15 PM (EDT)   |  75 minutes
07/20/2022 at 2:15 PM (EDT)   |  75 minutes Meeting ID: 838 9607 6573 Passcode: 774466
Course Survey
7 Questions
Contact Hour
11.50 Contact hour credits  |  No certificate available
11.50 Contact hour credits  |  No certificate available