This workshop will cover both the basics and detailed aspects of the year-end closing process. You’ll receive tips for a smooth closing, clearing prior year accruals, setting up current year accruals, and developing a year-end closing schedule. There also will be a discussion of the federal interest calculation, categoricals, and actual unaudited SACS forms,  indirect cost rate and what the state is looking for, special education and maintenance of effort, and close-out considerations.

Designed for: Newcomers to school business, accounting directors or business managers going through the closing process for the first or second time, and individuals interested in a refresher course.

Topic(s): Year-end reporting basics; accruals; federal interest calculation; categoricals; Standardized Account Code Structure (SACS) forms; indirect cost rate; maintenance of effort.

Discipline(s): Accounting / Financial Services

CEUs: 3.0

Presenter(s): Thomas Cassida, Director, Business Advisory Services, San Bernardino County Superintendent of Schools 


Early-bird registration closes: 3/19/2023
Cancellation Deadline: 4/4/2023

Registration closes: 4/11/2023


Fees (Early-Bird): 
Fees (Regular):

CASBO Member: $215

Non-Member: $355

CASBO Member: $265

Non-Member: $405


A link to the course will be emailed to you the week of the event.