Curriculum Overview

The curriculum is consistent with the guidelines prepared by the Association of School Business Officials International (ASBOI). The curriculum is divided into four levels: Introductory, Intermediate, Advanced, and Graduate (update) Level. Participants are required to finish the levels in order. Each level consists of a minimum of 30 hours of intensive instruction and hands-on experiences for two days in the fall AND two day s in the Spring. At the completion of the Advanced Level, individuals should be well prepared to pursue certification programs from ASBO International.

The School Treasurer Workshops focuses on the investments, banking, problem areas and school treasurer's responsibilities. Presentations by experts, hands-on experience, and discussions provide intensive training. If you are a new treasurer, this workshop will save you years of trial-and-error experience. If you are an "old-hand," it will give you some brand new ideas.

Auditors report that most record keeping mistakes are the result of a lack of proper skills and knowledge. Oklahoma school administrators and policy makers recognize the need for continuous training.

The Advisory Board carefully selects instructors that are expert field practitioners in their discipline. The participants evaluate each instructor to maintain the highest caliber instructional staff.

Introductory Level I

• Role/Responsibility of School Business Officials
• Sources of Revenue/State Aid
• School Budgets and the Budgeting Process
• Legal Foundations, Policies/Gov. Relations
• Communications (internal, external, media)
• Basic Principles of School Finance
• Accounting and Control Concepts
• Introduction to Risk Management
• Audit, Fraud and Abuse
• Introduction to OCAS
• The Activity Fund
• Survival Skills

Intermediate Level II

• Board Policies for Business Operations
• Human Resource Management I
• Budget and Financial Planning
• Emergency Preparedness
• Cash Flow Management
• Monitoring the Budget
• Risk Management
• Federal Programs
• Legal Issues
• Bond Issues
• Purchasing
• Technology

Advanced Level III

• Supply, Property and Real Estate Management
  
• Legislative Process and Networking
  
• Management Information Systems
  
• Maintenance/Operational Control
  
• Human Resource Management II
  
• Facilities Planning/Construction
  
• The Economy and Education
  
• Ethical Decision Making
  
• Advanced Legal Issues
  
• Teachers Retirement

School Treasurer/ Investment Management Program

• Role/Responsibilities of the School Treasurer
  
• Treasurer's Reports to the School Board
  
• Supplemental Appropriations
  
• Investments and Banking
  
• Non-Payable Warrants
  
• Managing Cash Flow
  
• Revenue Resources
  
• Estimate of Needs
  
• Legal Issues

Graduate Level IV

• Legal Update
  
• Accounting/Auditing Issues
  
• Legislative Issues
  
• Personnel Challenges
  
• Online Financial Reporting/Form

OCSBM Homepage

Last Updated Monday, July 21, 2008 3:50 PM