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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 |
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.
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.