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Total Credits: 3.0 including 3 MASBO Credit(s), 3 Non-MASBO
Tags: Tax Levy Workshop
The 2023 Tax Levy Workshop was held as a live webinar on 9/11. This is a recording of that session.
Remember to have your 2023 Payable 2024 Levy Limitation and Certification available for the workshop
Welcome & Introductions
General Information
MDE Website Review
Levy Certification Data Collection & Submission Portals
Levy Certification Walk Through
Final Thoughts & Questions
Completion Criteria
To complete this workshop and receive the 3 MASBO and BOSA credits, you must view the full session, 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.
| Where do the numbers come from (4 MB) | Available after Purchase | ||
Cathy is the Executive Director of the Minnesota Association of School Business Officials (MASBO), bringing more than two decades of experience in school finance to the role. Prior to joining MASBO, she served as Director of School Finance at the Minnesota Department of Education, overseeing areas including school funding, levy certification, financial audits, aid payments, budgeting, special education, and facilities. Cathy previously held leadership roles with Duluth Public Schools, the Arrowhead Regional Computing Consortium, and Lake Superior School District, and taught school finance as an adjunct instructor. She holds a bachelor’s degree in management from the College of St. Scholastica and is a longtime contributor to MASBO and Minnesota’s school finance community.
Daley Lehmann has experience managing and analyzing public sector budgets and financial operations, with a proven track record in developing annual budgets, managing municipal debt, developing policies, analyzing capital financing, and evaluating department budgets. He also has knowledge of statistical, financial, and research methods.
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.
