School Finance Team Presentations

Recent Events

The content below is archived and is kept only for reference, research, or recordkeeping.

• 2026 WASBO Accounting Conference (March 18-19)
• 2026 WASBO First Year Academy (February 12-13)
• WASBO Transportation Tidbits (February 4)
• 2025 WASDA Getting School Finances Right Workshops (October 20 & 21)
• 2025 WASBO Fall Conference (October 2-3)
• 2025 WASBO First Year Academy (September 4)
• 2025 WASBO Spring Conference (May 15-16) and earlier

2026 WASBO Accounting Conference (March 18-19)

• DPI Spring Workshop
• Navigating Fund 80
• Private School Transportation and Parent Contracts
• Transfer of Service

2026 WASBO First Year Academy (February 12-13)

• Categorical Aids
• Fees
• Preparing for the Audit
• Revenue Limit & General Aid Review
• Spring Budget Adjustments and More

WASBO Transportation Tidbits (February 4)

• Transportation to Private Schools

2025 WASDA Getting School Finances Right Workshops (October 20 & 21)

• From the Budget to the Levy... and Beyond...

2025 WASBO Fall Conference (October 2-3)

• Understanding Your Worksheets: Revenue Limits
• Reporting Data Through SAFR and WISEdata
• Understanding Your Worksheets: General Aids
• WISEdata Finance Uploads

2025 WASBO First Year Academy (September 4)

• Revenue Limit, Tax Levy, and General Aid Basics
• How to Survive the Annual Report 
• Special Education Accounting & Reporting
• Pupil Count for Membership

2025 WASBO Spring Conference (May 15-16)

• School District Fiscal Audit
• Summer at a Glance
• Transportation to Public & Private Schools

2025 WASBO Accounting Conference (March 18-19)

• A Deeper Dive Into Tertiary Aid
• Categorical Aids
• Process of a Single Audit
• The Other Funds: Funds Other than 10 and 27
• Spring at a Glance: Budget Adjustments
• Spring Finance Workshop

2025 WASB Joint Education Convention (January 21-24)

• School Finance Puzzle: What Board Members Can and Can’t Influence
• Finance Puzzle Glossary

2024 Infinite Campus Conference (November 8)

• Pupil Count for Membership: Reporting Data Through WISEdata

2024 WASDA Getting School Finances Right Workshops (October 17 & 18)

• From the Budget to the Levy... and Beyond...

2024 WASBO Fall Conference (October 3-4)

• Revenue Limits Line-By-Line Exploration
• Equalization Aid Line-By-Line Exploration

2024 WASBO New Administrators and Support Staff Conference (September 4-5)

• Counting Children for DPI Membership
• PI-1505 DPI Annual Report Processing 101 (How to Survive the Annual Report)
• Revenue Limits and General Aids
• Tax Levy Adoption

2024 WASBO Spring Conference (May 16-17)

• DPI Current Updates, Reminders and Reporting Requirements
• Intro to OPEB Requirements and Fund 73 Accounting
• School District Fiscal Audit
• Summer at a Glance
• Transportation Management and Reporting

2024 WASBO Accounting Conference (March 20-21)

Designed to assist school district business leaders and office staff in developing a better understanding of the ever-changing accounting and financial practices in Wisconsin public schools.

• Categorical Aids
• Community Programs and Service Fund (Fund 80)
• DPI Auditor Insights
• High-Cost Special Education Aid
• Process of a Single Audit
• Special Education Fiscal Auditing
• Spring at a Glance: Budget Adjustments
• The Other Funds: Funds Other than 10 and 27
• Transfer of Service
• Understanding Aid Worksheets
• Understanding Revenue Limits
• WISEdata Finance (WDF) and the Wisconsin School Finance Portal (WiSFiP)

2024 WASB Joint Education Convention (January 17-20)

• A Deep Dive Into Wisconsin School Finance
• Equalized Values and School District Apportionment
• School Finance Puzzle: What Board Members Can and Can’t Influence

2023 WASBO Winter at a Glance (December 12)

Part of the "Year of Success Program," a one-day conference focused on the business office responsibilities most critical for the winter months.

• Winter at a Glance
• Membership and Pupil Count
• Revenue Limits and Budget Planning
• Pupil Fees

2023 WASDA Getting School Finances Right Workshops (October 16 & 17)

• From the Budget to the Levy... and Beyond...

2023 WASBO Fall Conference (October 5-6)

• Fiscal Year at a Glance
• Revenue Limits – Aid = Levy: Understanding Your Worksheets

2023 WASBO New Administrators and Support Staff Conference (September 6-7)

• Counting Children for DPI Membership
• Fall At A Glance: WASBO New Admin/Support Staff 2023
• Introduction to WUFAR
• PI-1505 DPI Annual Report Processing 101 (How to Survive the Annual Report)
• Revenue Limit, State General Aid & Tax Levy
• Special Education Accounting & Reporting
• Tax Levy Adoption

2023 WASBO Spring Conference (May 11-12)

• DPI Current Updates, Reminders and Reporting Requirements
• GASB Statement No. 96 - Subscription Based Information Technology Agreements
• Intro to OPEB Requirements and Fund 73 Accounting
• School District Fiscal Audit
• Summer at a Glance
• Transportation Basics