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Webinar

Tax Levy Workshop (2026)


Total Credits: 3 Board of School Administrators Credit(s), 3 MASBO Credit(s)

Categories:
Finance
Presenters:
Daley Lehmann |  Jason Reil
Duration:
3 Hours 30 Minutes
Access:
Never Expires.

Dates



Description

September 9 – 9:00 AM to 12:30 PM

The 2026 Tax Levy Workshop will cover basic information about the levy and highlight important changes for this year. This session will be held as a live webinar on 9/9. It will also be recorded for on-demand viewing, with a separate registration available after the live event.

Remember to have your 2026 Payable 2027 Levy Limitation and Certification available for the workshop.
 

Agenda

Welcome & Introductions

General Information

  • School Finance Contacts and Levy Certification Calendar
  • Referendum Calendar
  • Statewide Tax Base & Levy Trends
  • Truth in Taxation

MDE Website Review

Levy Certification Data Collection & Submission Portals

  • Summer Levy System Review
  • ADM WE
  • Health & Safety Reporting System

Levy Certification Walk Through 

  •   Property Valuation & Pupil Data
  •   Initial Computations by Fund
  •   Adjustments by Fund
  •   Other Adjustments: Abatement, Offset, Taconite
  •   Levy & Aid Summary
  •   Total Limitation Summary & Limitation Components

Final Thoughts & Questions
 



Completion Criteria

To complete this workshop and receive the three MASBO and BOSA credits, you must attend at least 90% of the seminar to be marked complete. Archives of the live webinar will be made available following the event and can be watched to receive credit, as well. 

Presenter

Daley Lehmann's Profile

Daley Lehmann Related Seminars and Products

Assistant Director - School Finance

Minnesota Department of Education


Jason Reil's Profile

Jason Reil Related Seminars and Products

Levy Coordinator

Minnesota Department of Education


Jason has worked at MDE for the past three years as the levy coordinator.  Prior to that, he spent 20 years in the U.S. Air Force.  With the last seven year of his career, identifying the required manning in each career field to aid in developing the Air Force's and Department of Defense's annual budgets.