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Course

2022 MASBO Tax Levy Workshop


Total Credits: 3.0 including 3 MASBO Credit(s)

Presenters:
Jason Reil |  Daley Lehmann |  Cathy Erickson
Original Program Date:
Sep 09, 2022
Access:
Never expires.



Description

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. 

Handouts

Presenter

Jason Reil Related seminars and products

Levy Coordinator

Minnesota Department of Education


Daley Lehmann Related seminars and products

Assistant Director - School Finance

Minnesota Department of Education


Cathy Erickson Related seminars and products

Director of School Finance

MDE


Cathy has served as the Director of School Finance at the Minnesota Department of Education since July of 2022. Prior to this she was the Chief Financial Officer for Duluth Schools, and previously worked as a Finance, Funding, and Management Specialist for the Region 2 Arrowhead Regional Computing Consortium (ARCC) since 2005. Before joining Region 2, Cathy was a school district business manager for five years in northeast Minnesota.


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