Business Manager 101

Gain the essential knowledge and skills that you need to excel in a Business Manager leadership role in Vermont with our Business Manager 101 training series.  This program is designed to equip new Business Managers with the fundamental tools and strategies needed to understand education finance, tax rate calculations, federal and state funding sources, pupil counts, tuition regulations, financial management and budgeting and the uniform chart of accounts.

Dates & Course Materials

2022-2023

10-14-22 - Agenda

Current Funding Calculations - AOE Spreadsheets

Tax Rate Explanation (1A & 1B)

Field Tax Rate Calculations (2A & 2B)

Preliminary Cash Flow (3A & 3B)

EdSpending Prior Years (4A)

Tuition & UCOA

11-11-22 - Agenda

Unemployment & Healthcare Coverage - VEHI 11.11.22

Internal Financial Controls Checklist for Schools

1 Estimating EqPup overview FY23

2 Shifting effects of weights

3 New Weighting example districts

01-13-23 - Agenda

Fiscal Grants Management - Presentation

Grant Expenditure Documentation Guide 

Sample Federal Time Documentation


2020-2021

Not Offered

2018-2019

Enrollment Form

Agendas

Documents:

Federal Fiscal Monitoring, Personnel Documentation & Consolidated Accounts - Jan 11, 2019 Presentation

FY'15 Technical Guide - SpEd Cost Documentation

Service Plan Primer

2015-2016

Not Offered

2014-2015

Wednesday, March 25, 2015 - Human Resources, Bidding & Contracts, Cash Flow, Final Budget Collection, VMBB, Education Law

Agenda

Section 2.0 - Human Resources

- The Alphabet Soup of Employment Laws

Section 4.0 - Spring Projects

- Function Codes

- TAN Documentation

Section 5.0 - Law Book Review & Intro to VMB

- VMBB Presentation

Wednesday, February 13, 2015 - Consolidated Federal Programs

Agenda

Section 1.0 - Consolidated Federal Programs

- Federal Fiscal Monitoring Presentation

- Expenditure Review

Section 2.0 - Fund Balance, Trust Funds, Warnings

- Fund Balance Info

- Warning Example

Wednesday, December 12, 2014 - Budget Collection, Annual Reports, VSBIT, Announced Tuition, Child Nutrition Program

Agenda

Section 3.0 - VSBIT & VEHI (No materials, but links to websites below)

- VSBIT website

- VEHI website

Section 5.0 (CNP) Materials

- CNP Briefing

- USDA Revenue Tool

- USDA Paid Lunch Equity Tool

- Resource Management Risk Tool

Wednesday, October 29, 2014 - Act 68, Tuition, Budget

Agenda

Section 2.0 Materials

- AOE Supporting Material

- Tax Rate Calculations

Section 3.0 Materials - Announced Tuition

Section 5.0 Materials

- Lamoille North Budgeting

- CSSU Budgeting

Wednesday, September 24, 2014 - ADM & Equalized Pupils, Accounting Structure, Special Education & Medicaid, Health Reform, SEER work session

Agenda

Section 2.0 Materials

- New Business Manager Overview

- Equalized Pupil Example

- Equalized Pupil Sample (Addison)

Section 3.0 Materials

- Account Structure Presentation

- SEER Example

Section 5.0 Materials

- SpEd Funding Overview

- Service Plan Overview

- SEER Presentation

- State Board Rules

- Medicaid

Section 8.0

- Health Care Reform Presentation

- Health Care Reform Action List