Treasurers and Encumbrance Clerks
Presented by CCOSA & OSAC
OSAC and CCOSA are pleased to jointly provide timely programs in the areas of School Finance and School Business Operations.
Each session starts 8:00am and ends at 4:00pm.
Topics in this workshop include:
- Laws, Roles and Responsibilities of the School Treasurer
- Laws, Roles and Responsibilities of the Encumbrance Clerk
- and more!
The cost for the workshop is $150.
For assistance with registration, please email Kasiah Mims at kasiah@ccosa.org
2024-2025 Dates
| Title | Date | Location | Registration Link |
| Treasurers/Encumbrance Clerks 1 | Oct. 9, 2024 | Muskogee |
CLOSED |
| Treasurers/Encumbrance Clerks 2 | Oct. 29, 2024 | Shawnee |
CLOSED |
| Treasurers/Encumbrance Clerks 4 | Dec. 3, 2024 | Lawton |
CLOSED |
| Treasurers/Encumbrance Clerks 5 | Moved to Jan 15, 2025 |
McAlester |
CLOSED |
| Treasurers/Encumbrance Clerks 6 | Feb. 25, 2025 | Duncan |
REGISTER |
| Treasurers/Encumbrance Clerks 3 | March 25, 2025 | Durant | CLOSED |
| Treasurers/Encumbrance Clerks 7 | April 8, 2025 | Pryor |
REGISTER |
| NEW!! Treasurers/Encumbrance Clerks 8 | April 14, 2025 | Guymon |
REGISTER |
Agendas
- October 9, 2024 - Muskogee, OK
- October 29, 2024 - Shawnee, OK - Encumbrance Clerks- Sky Lab I
- October 29, 2024 - Shawnee, OK - School Treasurers - Sky Lab II
- January 15, 2024 - McAlester, OK
- February 25, 2025 - Duncan, OK
- March 25, 2025 - Durant, OK
- April 8, 2025 - Pryor, OK
- April 14, 2025 - Guymon, OK
October 9, 2024 - Muskogee, OK
Treasurers & Encumbrance Clerks
October 9, 2024
Connors State College, Muskogee Campus
2403 N. 41st ST. E.
Muskogee, OK
Enter the building with the guitar in front!
AGENDA
7:45 – 8:00 Registration
8:00 – 9:00 Activity Accounts: Best Practices
Sabrina Garner, Director of Finance
Tahlequah Public Schools
9:00-10:00 Roles and Responsibilities of Encumbrance Clerks
Sabrina Garner, Director of Finance
Tahlequah Public Schools
10:00-10:15 Break
10:15-11:15 OCAS Coding
Iona Martin, Retired
Financial Accounting OSDE
11:15- 12:00 Finance in Federal Programs
Kathy Dunn, CCOSA Director of Professional
Learning, State and Federal Programs
12:15 – 1:00 Working Lunch: Reports/Updates from Sylogist
Sandy Jasper, Sylogist
1:00 – 2:00 Roles and Responsibilities of School Treasurers - Best Practices
Duncan Public Schools
2:00 – 2:15 Break
2:15 – 3:15 Roles and Responsibilities of School Treasurers - Investing District Funds
Channa Byerly, Superintendent
Duncan Public Schools
3:15- 4:00 Ethics for School Finance Personnel
Channa Byerly, Superintendent
Duncan Public Schools
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
October 29, 2024 - Shawnee, OK - Encumbrance Clerks- Sky Lab I
Basics for Encumbrance Clerks
October 29, 2024
8:00 – 4:00
8:00 – 4:00
Main Building – Sky-Lab I
Gordon Cooper Tech Center
1 John C Bruton Drive, Shawnee, OK
8:15-8:30 Registration/Refreshments
8:30-9:20 Ethics for Encumbrance Clerks
Billie Jordan, OSAC Executive Director
9:20-9:30 Break - Divide Rooms
9:30-10:30 Activity Accounts: Doing it Right!
Sabrina Garner, Director of Finance
Tahlequah Public School
10:30-10:40 Break
10:40 - 11:40 Basics for Encumbrance Clerk
Laws, Roles, Responsibilities
Paula Crawford, Retired Superintendent
Crawford Consulting
11:40 - 12:30 Working Lunch: Sylogist Updates (group combined)
Sandy Jasper, Sylogist
12:30 - 1:30 Basics of OCAS Coding
Subject Codes, Object Codes: What it All Means!
Ionda Martin, Retired OSDE Finance Specialist
1:30 - 2:30 Identifying and Correcting Errors
Iona Martin
Paula Crawford, Retired Superintendent
Crawford Consulting
2:30-2:45 Break: Join Rooms
2:45-3:45 Being Prepared for an Audit
Procedures Throughout the Year to be Prepared
Avoiding Common Errors and Findings
Jeff Hewett, Auditor
Bledsoe, Hewett & Gullekson CPAs PLLP
3:45 – 4:00 Questions, Problems, Additional Information
Presenters
PRIOR TO ATTENDING: Participants should do an OCAS Revenue and Expenditure data upload. Sylogist users please bring a laptop and Paula and Iona will help correct any errors. ADPC users, please bring your error listing that the program prints before it creates the file for uploading.
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
October 29, 2024 - Shawnee, OK - School Treasurers - Sky Lab II
Finance Training for School Treasurers
October 29, 2024
8:00 – 4:00
8:00 – 4:00
Main Building – Sky-Lab II
Gordon Cooper Tech Center
1 John C Bruton Drive, Shawnee, OK
8:15-8:30 Registration/Refreshments
8:30-9:20 Ethics for School Finance Personnel
Billie Jordan, OSAC Executive Director
9:20-9:30 Break: Divide Rooms
9:30 – 10:30 Financial Reporting to Your Board
Chana Byerly, Superintendent
Duncan Public Schools
10:30-10:40 Break
10:40-11:40 Investments: What Works for Your District: OLAP, CD’s etc.
Chana Byerly, Superintendent
Duncan Public Schools
11:40-12:30 Working Lunch: Sylogist Updates (group combined)
Sandy Jasper, Sylogist
12:30 -1:30 Roles and Responsibilities of the School Treasurer
Jeff Landes, Former CFO, Mustang
1:30 -2:30 Roles and Responsibilities of School Treasurers
Jeff Landes, Former CFO, Mustang
Communicating with District Staff, Tips and Tricks!
2:30 – 2:45 Break: Join Rooms
2:45-3:45 Being Prepared for an Audit
Procedures Throughout the Year to be Prepared
Avoiding Common Errors and Findings
Jeff Hewett, Auditor
Bledsoe, Hewett & Gullekson CPAs PLLLP
3:45-4:00 Questions/Problems/Additional Information
Presenters
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
January 15, 2024 - McAlester, OK
Treasurers & Encumbrance Clerks
January 15. 2025
Eastern Oklahoma State College
Room 206
McAlester, OK
AGENDA
7:45 – 8:00 Registration
8:00 – 9:00 Finance in Federal Programs Kathy Dunn, CCOSA Director of Professional Learning, State and Federal Program
9:00 – 9:50 Sylogist Tips and Updates Sandy Jasper, Sylogist
9:50-10:00 Break
10:00 – 11:00 OCAS Coding - Avoiding and Correcting Errors Iona Martin, Retired Financial Accounting, OSDE
11:00 – 12:00 Activity Accounts: Best Practices Sabrina Garner, Director of Finance. Tahlequah Public School
12:00-1:00 Working Lunch Ethics for School Finance Personnel Billie Jordan, Executive Director, OSAC
1:00-2:15 Roles and Responsibilities of Encumbrance Clerks Jeff Landes, Consultant Former Treasurer/Encumbrance Clerk
2:15- 2:30 Break
2:30 – 4:00 Roles and Responsibilities of School Treasurers Jeff Landes, Consultant Former Treasurer/Encumbrance Clerk
meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
February 25, 2025 - Duncan, OK
Treasurers & Encumbrance Clerks
AGENDA
February 25, 2025
8:00 a.m.- 4:00 p.m.
Red River Technology Center
Jerry D Morris Business and Industry Service Center
Room 508/510
3300 W Bois D'Arc Ave
Duncan, OK 73533
7:45 – 8:00 Registration
8:00 – 9:00 Finance in Federal Programs Kathy Dunn, CCOSA Director of Professional
Learning, State and Federal Program
Tahlequah Public Schools
10:00 – 10:10 Break
10:10 – 11:10 OCAS Coding Update Iona Martin, Retired
Financial Accounting, OSDE
11:10- 12:00 Update From Sylogist Sandy Jasper, Sylogist
12:10– 1:00 Working Lunch Ethics for School Finance Personnel
Billie Jordan, Executive Director, OSAC
Crawford Consulting
1:50 – 2:00 Break
2:00 – 3:00 Roles and Responsibilities of School Treasurers Channa Byerly, Superintendent Duncan Public Schools
3:00 -4:00 Roles and Responsibilities of Encumbrance Clerks Channa Byerly, Superintendent Duncan Public Schools
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
March 25, 2025 - Durant, OK
Treasurers & Encumbrance Clerks
AGENDA
March 25, 2025
8:00 a.m. - 4:00 p.m.
Kiamichi Technology Center
Room 112
810 Waldron Road
Durant, OK 74804
7:45 – 8:00 Registration
Tahlequah Public Schools
Tahlequah Public Schools
10:00 – 10:15 Break
10:15 – 11:15 Roles and Responsibilities of Encumbrance Clerks Paula Crawford, Retired Superintendent
Crawford Consulting
11:15-12:15 Working Lunch Ethics for School Finance Personnel Billie Jordan, Executive Director, OSAC
12:15-1:15 OCAS Coding Updates Iona Martin, Retired OSDE
Crawford Consulting
2:20 – 2:45 Break
2:35– 3:45 Finance in Federal Programs Kathy Dunn, CCOSA Director of Professional
Learning, State and Federal Program
3:45 – 4:00 Questions/Concerns/Comments
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
April 8, 2025 - Pryor, OK
Treasurers & Encumbrance Clerks
AGENDA
April 8, 2025
8:00 a.m.- 4:00 p.m.
NE Technology Center
Seminar Center (Anglin Building)
6195 W Highway 20, 6195 OK-20
Pryor, OK 74361
7:45 – 8:00 Registration
8:00 – 9:00 Finance in Federal Programs Kathy Dunn, CCOSA Director of Professional
Learning, State and Federal Program
Tahlequah Public Schools
10:00 – 10:10 Break
10:10 – 11:10 OCAS Coding Update Iona Martin, Retired Financial Accounting, OSDE
11:10- 12:00 Update From Sylogist Sandy Jasper, Sylogist
12:10– 1:00 Working Lunch Ethics for School Finance Personnel
Billie Jordan, Executive Director, OSAC
Crawford Consulting
1:50 – 2:00 Break
Duncan Public Schools
3:00 -4:00 Roles and Responsibilities of Encumbrance Clerks Channa Byerly, Superintendent
Duncan Public Schools
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.
April 14, 2025 - Guymon, OK
Treasurers & Encumbrance Clerks
Monday, April 14
Farm Credit of Western Oklahoma
Suite B
2143 N Highway 64
Guymon, OK 73942
AGENDA
7:45 – 8:00 Registration
8:00 – 9:00 Activity Accounts: Best Practices Sabrina Garner, Director of Finance, Tahlequah Public School
9:00 – 10:00 Finance in Federal Programs Kathy Dunn, CCOSA Director of Professional Learning, State and Federal Program
10:00 – 10:15 Break
10:15-11:30 Purchase Orders, Encumbrance Sandy Jasper, Sylogist
11:30-12:20 Working Lunch Billie Jordan, Executive Director, OSAC Ethics for School Finance Personnel
12:30-1:30 Running and Utilizing Reports Sandy Jasper, Sylogist
1:30-2:40 Roles and Responsibilities of Encumbrance Clerks Channa Byerly, Superintendent Duncan Public Schools
2:40-2:50 Break
2:50 – 4:00 Roles and Responsibilities of School Treasurers Channa Byerly, Superintendent Duncan Public Schools
*7.5 hours of this program meet the requirements for Encumbrance Clerk & Treasurer Training in accordance with the provisions of 70 O.S. § 5-190, as certified by the State Department of Education.