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The Massachusetts Association of School Business Officials, Inc. (MASBO) is a non-profit professional organization of school administrators whose responsibilities include the business affairs of public and non-public schools.  The Massachusetts Association of School Business Officials exists to enhance the competence and knowledge of School BusinessOfficials in Massachusetts by providing exceptional leadership, professional development and support services to members to enable them to perform the responsibilities of their positions to the highest standards of the profession and maximize their contribution to the success of students and public education in the Commonwealth.

MASBO’s 53rd Annual Institute LEAD WITH CLARITY will take place at the Sea Crest Beach Hotel in North Falmouth, MA. from Tuesday, May 14th through Friday, May 17th.


Thursday, May 16 • 2:40pm - 3:40pm
New Requirements for Excess and Deficiencies (E&D) Submissions - REGIONALS Part 2

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In an effort to streamline and simplify the process and develop consistency in the submission, the Division of Local Services has developed a standardized balance sheet template for submission by regional school districts.  This new template is an excel workbook that includes tabs for a combined balance sheet, fund balance detail for other funds including special revenue funds, capital project funds, trust and agency funds.

Speakers/Presenters
MJ

Mary Jane Handy

Director, Bureau of Accounts, MA DOR
Mary Jane Handy is the Director of Accounts of the Bureau of Accounts. The Bureau of Accounts oversees the financial management of Massachusetts' 351 cities and towns by assisting financial officers with State regulations and requirements, approve tax rates, certifies free cash/excess... Read More →


Thursday May 16, 2019 2:40pm - 3:40pm EDT
Nauset I 350 Quaker Rd, North Falmouth, MA 02556, USA
  Concurrent Session, Concurrent Session
  • Moderator Joanne Blier, Gill-Montague