Finish the fiscal year strong with a smoother, more organized approach to year-end closing.

Fiscal year-end closing is one of the most critical milestones in school business. Tight timelines, reporting requirements, accruals, grant accounting, and SACS submissions all come together at once, leaving little room for error. Without a clear plan and understanding of the process, small mistakes can quickly become larger reporting, compliance, or audit issues.

This foundational workshop provides a practical roadmap for navigating year-end close from start to finish. Participants will learn how to develop an effective closing schedule, manage accruals, complete key reporting requirements, and address common challenges before they become problems. Walk away with practical tools, proven strategies, and a stronger understanding of the year-end process so you can close the fiscal year with greater confidence and efficiency.

Live Virtual Workshop
10:00 AM – 1:00 PM

3.0 CEUs

Who Should Attend

Accounting staff, fiscal analysts, business managers, accounting directors, and other school business professionals responsible for preparing, reviewing, or supporting fiscal year-end closing and financial reporting activities.

Ideal for professionals experiencing year-end close for the first time, taking on expanded responsibilities, or seeking a refresher on year-end reporting requirements and best practices.

What You Will Learn

Participants will learn how to:

• Develop an organized and effective year-end closing schedule
• Manage prior-year and current-year accruals accurately
• Identify and report revenues and expenditures correctly during year-end close
• Complete key SACS forms and understand their role in financial reporting
• Calculate and report federal interest and indirect cost rates
• Properly account for grants, categoricals, and entitlements
• Understand maintenance of effort requirements and year-end compliance considerations
• Avoid common closing issues that can create audit findings or reporting challenges

Featured Presenter

Thomas Cassida, Director of Business Advisory Services, San Bernardino CSS
With more than 21 years of experience in California school finance and fiscal oversight, Thomas Cassida helps school districts navigate year-end reporting, financial compliance, and sound fiscal management practices.

Registration

Registration & Access

Early Bird Deadline: March 2, 2027
Cancellation Deadline: March 17, 2027
Registration Closes: March 26, 2027
Cancellation Fee: $45

Participants will receive a Zoom link upon registration and again in a reminder email approximately four business days before the workshop.