The School Financial Services team is excited to announce a new opportunity to update LEAs on school finance reporting and our on-going transition to our new system.
Join us for the WISEdata Finance and Financial Reporting podcast, where Matt Baier, SFS fiscal data coordinator, and other members of the SFS team will provide software and school finance reporting updates, and provide time to field questions and hear feedback. The structure of the podcast will be free form with no pre-set agenda with the team focusing on providing up-to-the-minute information to the field.
WISEdata Finance is Wisconsin's next-generation financial reporting system for school districts and other local education agencies (LEAs) to push financial data to DPI. The Wisconsin School Finance Portal (WiSFiP) is the future platform for all school finance reporting and is being developed and expanded in conjunction with WISEdata Finance, as reports in the existing SAFR portal are retired.
Please register for the WISEdata Finance Podcast. You will receive notifications and the link for the upcoming episodes.
The podcasts will be scheduled for roughly twice a month, with some variation due to holidays, conference schedules, etc. The podcast will be scheduled on weeks opposite the WISEgrants Podcast. Both podcasts will be during the same timeslot (7:45 am to 8:30 am). Upcoming dates are posted below, along with a link to register to access the podcast and receive podcast notifications. All podcasts will be recorded and will be available for your convenient viewing shortly after the podcast airs.
The SFS team would like to thank the dedicated staff of CESA 4, who have partnered with us to help make this platform for valuable technical assistance available.
Upcoming Dates (7:45 am to 8:30 am Tuesdays):
| December | 5 | ||
| January 2024 | 16 |
Recorded Podcasts:
| Date | Summary | Recording |
|---|---|---|
| Nov 7 | Annual Report Updates - Tax Levy Report upcoming fixes and enhancements - School-level Reporting - Budget Report/WDF | VIew |
| Oct 24 | Aid Certification/Annual Report status - Updates on the PI-1505-SE and Reconciliation report - Tax Levy Report - Budget Report - WiSFiP issues | View |
| Oct 10 | Aid Run to be relased Friday, October 13 - Annual Report Status - Special Education Reporting updates - School-Level Reporting planned development - Tax Levy Report opening - 2023-24 Budget Report | View |
| Sep 26 | District Aid Certification status - Auditor Aid Certification Module - Annual Report Checks - Addenda - Audited Amounts - Q&A | View |
| Sep 12 | Clearing Validations - Fund Equity Account Changes from GASB 54 - Checking for Rejected Accounts - District Aid Certification - Upcoming Release of Auditor Aid Certification and Annual Report | View |
| Aug 29 | Clearing Validations - District Aid Certification - Technical Issue Updates | View |
| Aug 15 | WDF performance - Clearing Validations - Trial Balance Errors and Beginning Fund Balances - Addenda - District Aid Certification > Auditor Aid Certification > Annual Report - SPED Reporting Announcement: Maintaining PI-1505-SE for additional year - Adding Read-Only Role to WiSFiP - Populating 65.90 Budget Adoption and Publication Worksheet | View |
| Aug 1 | Budget Report availability - Relocated Debt Schedules in WiSFiP - Data viewable in SAFR - Updates on Addressing Validations and Addenda - Development Status of the Annual Report / Aid Certification process - Updated Beginning Fund Balances to pull from previous year WDF data - Podcast updates | View |