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Total Credits: 3.0 including 3 MASBO Credit(s)
Tags: Tax Levy Workshop
The 2022 Tax Levy Workshop will be held as a live webinar on 9/9. It will also be recorded to be viewed on-demand. There will also be a live question-and-answer webinar session on 9/14.
Agenda
September 9 - 8:30am-noon
Tax Levy Workshop - This session will cover some basic information about the levy, as well as highlight important changes for this year. Remember to have your 2022 Payable 2023 Levy Limitation and Certification available for the workshop
8:30 - 8:40 Welcome & Introductions
8:40 - 9:00 General Information
School Finance Contacts and Levy Certification Calendar
Referendum Calendar
Statewide Tax Base & Levy Trends
Truth in Taxation
9:00 - 9:10 MDE Website Review
9:10 - 9:20 Levy Certification Data Collection & Submission Portals
Summer Levy System Review
ADM WE
Health & Safety Reporting System
9:20 - 11:30 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
11:30 - 12:00 Final Thoughts & Questions
September 14 - 10:00-11:00am
Q&A Session - Get updates from the workshop, and answers to your questions. Submit your specific questions in advance or listen in to learn from others.
Completion Criteria
To complete this workshop and receive the 3 MASBO and BOSA credits, you must attend each of the live sessions offered in the workshop, and complete the session evaluation offered after the sessions are complete. You must attend no less than 90% of a session to be marked complete. Archives of the live sessions will be made available following the event and can be watched to receive credit, as well.
| MASBO LEVY WITH NOTES PAY 23 (149.7 KB) | Available after Purchase | ||
| 2022 Tax Levy Workshop Supplemental Pages (3.7 MB) | Available after Purchase | ||
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.
As the Director of School Finance for the Minnesota Department of Education (MDE), Cathy oversees teams responsible for general education and categorical funding, levy process and certification, financial audits, aid payments, budget forecasting, and more. Her work also includes managing data related to students, transportation, and MDE-ORG sites, as well as overseeing special education funding and facilities maintenance. She frequently speaks at Minnesota Association of School Business Officials (MASBO) conferences and co-presents at the Minnesota School Boards Association (MSBA) Phase II Finance training. Before joining MDE in July 2022, Cathy spent 23 years in school finance, serving in leadership roles at Duluth Public Schools, Arrowhead Regional Computing Consortium (ARCC), and Lake Superior School District. She also taught school finance as an adjunct instructor at St. Mary’s University. Cathy holds a bachelor's degree in management from the College of St. Scholastica.
| Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 09, 2022 @ 08:30 AM (CDT) |
2022 MASBO Tax Levy Workshop
|
Daley Lehmann
Jason Reil
Cathy Erickson
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N/A | Webinar | 3 hours 30 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Sep 14, 2022 @ 10:00 AM (CDT) |
2022 Tax Levy Workshop Q&A
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N/A | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Total Course CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||
