Training Spotlight:

SCHOOL FINANCE 101 TRAINING				Training Links:
Training Description:				Find Trainings
This is Part B of a two-part training geared towards new school site administrators. Together these sessions are				Upcoming Trainings
intended to provide an understanding of how schools are funded and the process of school budgeting. This session				On-Demand Trainings
focuses on best practices in budget management. The agenda includes budget monitoring, staffing, time				2024-25 Videos
reporting, and procurement for a full overview of this topic.				2025-26 Videos
				2024-25 Training Resources
Date(s)	Region(s):	Times:	Delivery Method:	Imprest to P-Card Transition
Thursday, August 28, 2025	All	10:00 – 11:00 a.m.	Virtual (Zoom)	Training Feedback
""	""	1:30 - 2:30 p.m.	""


PLANNING TO ATTEND? Registration enables us to gauge interest and accurately track attendance. Please use the links/icons to sign up by one day prior to the session(s). If you receive a message indicating that your session has expired when attempting to register, please click the registration link again.

Upcoming Trainings:

BUDGET AVAILABILITY REPORT	9/4/2025	Geared towards Principals, Coordinators, School Administrative Assistants (SAAs), and other school site staff, this training will build capacity in understanding and utilizing the Budget Availability report.	Via Zoom
SCHOOLS FRONT END (SFE) – BUDGET MAINTENANCE	9/15-9/19/2025	This course is designed to equip users with the process and system knowledge required to input budget adjustments in Schools Front End (SFE).	In-person
SFS QUARTERLY OPEN HOUSES	9/25/2025	During this drop-in question-and-answer session, attendees will receive support with fiscal matters. In addition to sharing the latest budget updates, topics may include Hyperlinked Control Sheets, budget adjustments, norm enrollment, procuring goods and services, and fundraising.	Via Zoom
PURCHASE ORDER HISTORY REPORT	10/16/2025	Management is a key component of a healthy budget. This session will cover the Purchase Order History Report, which may be used to view outside vendor and store warehouse orders.	Via Zoom
DEALING WITH NEGATIVES	10/23/2025	Management is a key component of a healthy budget. This training will discuss some of the reasons for overages and give tips on addressing them.	Via Zoom

To support more efficient, accountable school purchasing, the District is expanding the use of the Procurement
Card (P-Card) by increasing the types of purchases that can be made with the card. Effective July 1, 2025, items
previously restricted on the P-Card, such as food, will be permitted. All purchases previously made through Imprest
bank accounts will be transitioned to the P-Card, and Imprest accounts will be discontinued as of October 31, 2025.

To provide schools and offices with the necessary information to facilitate the transition from Imprest bank
accounts to the P-Card, the District has provided the following support:
Imprest to P-Card Transition IOC
Revised P-Card Policy
Imprest to P-Card Transition Webinars – Recordings – SFS \| Procurement – P-Card Unit
Imprest to P-Card Transition Webinars - PowerPoints – SFS \| Procurement – P-Card Unit
Imprest to P-Card Transition Webinars - FAQs

Upcoming:
In Fall 2025, representatives from School Fiscal Services and Student Body will be available virtually to respond to
questions (details forthcoming).