00_SFO Exam Prep Webinar Bundle
This bundle includes:
SFO Exam Prep I – Accounting Systems and Functions
The SFO exam domain content consists of two areas: accounting and school business Management. This webinar will provide a wide overview of the accounting, addressing management of accounting systems and management of accounting functions. First, we’ll cover the organizational, procedural, and systematic elements of accounting including maintaining software, upholding financial data integrity, administering the chart of accounts, analyzing account records, and recording district assets. Second, we’ll discuss accounting functions ranging from payroll, billings, collections, and payments, to establishing procurement procedures, adhering to budget guidelines, preparing financial reports, and managing cash flow as well as capital assets.
Objective 2: Understand how to manage payroll and personnel functions in the context of accounting, including salary, staffing needs, and benefits.
Objective 3: Understand the management of accounts receivable and well as purchasing and procurement processes.
Objective 4: Gain a general understanding of managing annual budgets, prepare financial reports, managing cash flow, managing activity accounts, and GASB standards.
Accounting, Auditing, and Financial Reporting
Management of Accounting Functions
Management of Accounting Systems
SFO Exam Prep II: Finance and Budget
School business practitioners are visionary leaders who can help others see clearly the future of the district through a comprehensive financial plan based on integrity and commitment to the educational mission. In order to inspire and motivate others to achieve a common goal, you’ll need to understand the trends of the community and the district to accurately forecast budget assumptions and assign resources to where they’re needed most. Dive into the details of financial planning, analysis, and budget reporting activities to accurately map out the fiscal year, evaluate data, and inform your stakeholders with clarity and transparency.
Objective 1: Understand how to conduct financial planning and analysis through linking expenses to education outcomes, developing short- and long-term financial goals, and exploring external funding sources.
Objective 2: Understand key elements of budgeting and reporting, including how to accurately project student enrollment, how to evaluate instructional program costs, and how to prepare for the annual audit.
Objective 3: Understand your leadership role in providing financial decision making.
Principles of School Finance
Financial Planning and Analysis
Budgeting and Reporting Activities
SFO Exam Prep III: Risk Management and Facilities
All districts risk suffering loss or damage to their property, personnel, and reputation. Risk management anticipates and limits risks that may negatively affect the district. Research on learning validates the effect of the environment on the learner. Factors such as adequate capacity, appropriate sound, light, and temperature as well as the design of space affect an individual’s ability to learn or to work. Effective and efficient facility management contributes to the educational process by providing the environment in which instructional programs are delivered. Expertise in areas such as facility planning, operations, and maintenance are competencies essential for school business officials.
Objective 1: Understand risk in schools and the school risk management process.
Objective 2: Understand facility management and planning.
Objective 3: Understand facility maintenance and operations.
Objective 4: Understand facility construction and property acquisition.
Maintenance and Operations
Risk Management Activities
Management of School Facilities
SFO Exam Prep IV: Information Systems and Human Resources
An SFO’s proficiency doesn’t stop with district finances; an SFO must also be able to effectively manage information systems and human resource functions. This workshop reviews the essentials of human resources, including hiring compliance and best practices, compensation structure development, facilitating staff development and training programs, managing evaluation processes, personnel administration, and employee benefits. You’ll also get a robust overview of information system management, covering technology system development and needs assessments, system maintenance, and overseeing telecommunications systems.
Objective 1: Understand the components of recruiting, hiring and onboarding personnel. Objective 2: Implement salary and benefit programs to attract and retain employees.
Objective 3: Maintain awareness of Federal Mandates related to Employee Supervision.
Objective 4: Understand the components for a successful District-Wide Hardware, Software and Cloud Computing requirements.
Objective 5: Implement effective technology for students and staff utilizing available funding sources.
Objective 6: Monitor and update existing policies and practices for technology management.
Management Information Systems
Personnel and Benefits Administration
Management of Information Systems
Management of Human Resource Functions
SFO Exam Prep V: Ancillary Services and Final Wrap Up
While much of an SFO’s role encompasses financial areas that students may never know about, the transportation and food service areas are a crucial component of operations management, as both areas work directly to meet student needs. In this module, you’ll learn what to consider for managing transportation and food services that best serve your students, as well as the state and federal regulations, accounting guidelines, and procedures required to help them run efficiently.
Objective 2: Identify key factors in determining whether transportation and food service should be operated in-house or contracted.
Objective 3: Understand the role that federal and state regulations play in the provision of ancillary services.
Management of Ancillary Services
1 SFO per course (total of 5 SFO credits available)