Finance Series for Superintendents, Finance Officers & HR Directors
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Date: September 22, 2026, October 13, November 3, January 12, 2027, and March 9, 2027
Time: 11:30am – 3:00pm
Type: In-Person
Location: WRESA
200 Ridgefield Ct. Suite 206
Asheville, NC 28806
Fee: FREE with lunch included
CEUs: 3.5 Contact Hours per session or 1.75 for the entire 5 sessions
Limit: 45 Participants
Audience: Superintendents, Finance Officers & HR Directors
What to bring?: Your own device
Description:
WRESA, in partnership with NCASBO, is providing a structured, professional development series
for superintendents, finance officers, and human resource directors across the Western Carolina
Region.
This series will strengthen financial leadership capacity, improve transparency, and ensure
accountability in the management of public school funds. Training to be led by teams consisting
of one superintendent and one finance officer - a pairing that reflects the essential collaboration
required for effective financial management in school districts.
OUTCOMES
Participants will:
• Leave each session with at least
one ready to use tool
• Strengthen collaboration
• Increase operational efficiency
• Improve compliance readiness
• Understand the fiscal cycle
• Build a regional network of peers
Session 1: September 22, 2026 - Laying the Foundation
• NC Public School Fiscal Control Act/Fund Accounting/Chart
of Accounts
• Financial Reporting Requirements
• Current Year Allotments
• Continuing Budget Resolutions & Budget Adoption
• Position Control & Staffing Alignment
Session 2: October 13, 2026 - Building & Communicating the Budget
• Presenting Budgets to Boards of Ed. & Stakeholders
• Working on Budgets with Central Office Directors & Principals
• Annual External Audit & Preparing for Annual Audit Presentation
• Spending Projections for Current Year
• State & Federal Allotments for Special Populations
• Cash Management Requirements
• Investment of Idle Funds
Session 3: November 3, 2026 - Operational Controls & Assets
• Purchasing & Compliance - Board Approval Requirements
• Fixed Asset Tracking
• Property Disposal Rules
• Internal Controls & Risk Management
• Long Term Planning for Declining Enrollment
Session 4: January 12, 2027 - Preparing for the New Fiscal Year
• State Planning Allotments for 2027-2028
• Budget Projections for 2027-2028
• Salary Audit Exceptions
Session 5: March 9, 2027 - Fiscal Year End Close
• Planning and Preparing for Year-End Fiscal Close out
• Allotment Projects
• Fund Balance Projects
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Finance Session 1: September 22, 2026 - Laying the Foundation
Finance Session 1: September 22, 2026 - Laying the Foundation
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40/45 LEFT | FREE! | |||||
Date: September 22, 2026 Description: WRESA, in partnership with NCASBO, is providing a structured, professional development series for superintendents, finance officers, and human resource directors across the Western Carolina Region. This series will strengthen financial leadership capacity, improve transparency, and ensure accountability in the management of public school funds. Training to be led by teams consisting of one superintendent and one finance officer - a pairing that reflects the essential collaboration required for effective financial management in school districts. OUTCOMES Participants will: • Leave each session with at least one ready to use tool • Strengthen collaboration • Increase operational efficiency • Improve compliance readiness • Understand the fiscal cycle • Build a regional network of peers Session 1: September 22, 2026 - Laying the Foundation • NC Public School Fiscal Control Act/Fund Accounting/Chart of Accounts • Financial Reporting Requirements • Current Year Allotments • Continuing Budget Resolutions & Budget Adoption • Position Control & Staffing Alignment |
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Finance Session 2: October 13, 2026 - Building & Communicating the Budget
Finance Session 2: October 13, 2026 - Building & Communicating the Budget
|
41/45 LEFT | FREE! | |||||
Date: October 13, 2026 Description: WRESA, in partnership with NCASBO, is providing a structured, professional development series for superintendents, finance officers, and human resource directors across the Western Carolina Region. This series will strengthen financial leadership capacity, improve transparency, and ensure accountability in the management of public school funds. Training to be led by teams consisting of one superintendent and one finance officer - a pairing that reflects the essential collaboration required for effective financial management in school districts. OUTCOMES Participants will: • Leave each session with at least one ready to use tool • Strengthen collaboration • Increase operational efficiency • Improve compliance readiness • Understand the fiscal cycle • Build a regional network of peers Session 2: October 13, 2026 - Building & Communicating the Budget • Presenting Budgets to Boards of Ed. & Stakeholders • Working on Budgets with Central Office Directors & Principals • Annual External Audit & Preparing for Annual Audit Presentation • Spending Projections for Current Year • State & Federal Allotments for Special Populations • Cash Management Requirements • Investment of Idle Funds |
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Finance Session 3: November 3, 2026 - Operational Controls & Assets
Finance Session 3: November 3, 2026 - Operational Controls & Assets
|
41/45 LEFT | FREE! | |||||
Date: November 3, 2026 Description: WRESA, in partnership with NCASBO, is providing a structured, professional development series for superintendents, finance officers, and human resource directors across the Western Carolina Region. This series will strengthen financial leadership capacity, improve transparency, and ensure accountability in the management of public school funds. Training to be led by teams consisting of one superintendent and one finance officer - a pairing that reflects the essential collaboration required for effective financial management in school districts. OUTCOMES Participants will: • Leave each session with at least one ready to use tool • Strengthen collaboration • Increase operational efficiency • Improve compliance readiness • Understand the fiscal cycle • Build a regional network of peers Session 3: November 3, 2026 - Operational Controls & Assets • Purchasing & Compliance - Board Approval Requirements • Fixed Asset Tracking • Property Disposal Rules • Internal Controls & Risk Management • Long Term Planning for Declining Enrollment |
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Finance Session 4: January 12, 2027 - Preparing for the New Fiscal Year
Finance Session 4: January 12, 2027 - Preparing for the New Fiscal Year
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43/45 LEFT | FREE! | |||||
Date: January 12, 2027 Description: WRESA, in partnership with NCASBO, is providing a structured, professional development series for superintendents, finance officers, and human resource directors across the Western Carolina Region. This series will strengthen financial leadership capacity, improve transparency, and ensure accountability in the management of public school funds. Training to be led by teams consisting of one superintendent and one finance officer - a pairing that reflects the essential collaboration required for effective financial management in school districts. OUTCOMES Participants will: • Leave each session with at least one ready to use tool • Strengthen collaboration • Increase operational efficiency • Improve compliance readiness • Understand the fiscal cycle • Build a regional network of peers Session 4: January 12, 2027 - Preparing for the New Fiscal Year • State Planning Allotments for 2027-2028 • Budget Projections for 2027-2028 • Salary Audit Exceptions |
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Finance Session 5: March 9, 2027 - Fiscal Year End Close
Finance Session 5: March 9, 2027 - Fiscal Year End Close
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43/45 LEFT | FREE! | |||||
Date: March 9, 2027 Description: WRESA, in partnership with NCASBO, is providing a structured, professional development series for superintendents, finance officers, and human resource directors across the Western Carolina Region. This series will strengthen financial leadership capacity, improve transparency, and ensure accountability in the management of public school funds. Training to be led by teams consisting of one superintendent and one finance officer - a pairing that reflects the essential collaboration required for effective financial management in school districts. OUTCOMES Participants will: • Leave each session with at least one ready to use tool • Strengthen collaboration • Increase operational efficiency • Improve compliance readiness • Understand the fiscal cycle • Build a regional network of peers Session 5: March 9, 2027 - Fiscal Year End Close • Planning and Preparing for Year-End Fiscal Close out • Allotment Projects • Fund Balance Projects |
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