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 3	March 25, 2025	Durant	REGISTER
Treasurers/Encumbrance Clerks 4	Dec. 3, 2024	Lawton	CLOSED
Treasurers/Encumbrance Clerks 5	Jan. 9, 2025	McAlester	REGISTER
Treasurers/Encumbrance Clerks 6	Feb. 25, 2025	Duncan	REGISTER
Treasurers/Encumbrance Clerks 7	April 8, 2025	Pryor	REGISTER

Agendas

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

Channa Byerly, Superintendent

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

Main Building – Sky-Lab I

Gordon Cooper Tech Center

1 John C Bruton Drive, Shawnee, OK

Agenda

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

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.

Main Menu

In This Section

Treasurers and Encumbrance Clerks

Presented by CCOSA & OSAC

For assistance with registration, please email Kasiah Mims at kasiah@ccosa.org

2024-2025 Dates

CLOSED

CLOSED

REGISTER

CLOSED

REGISTER

REGISTER

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