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Webinar

2024 Tax Levy Workshop (Online)


Total Credits: 3 including 3 MASBO Credit(s), 3 Non-MASBO

Presenters:
Cathy Erickson |  Daley Lehmann |  Jason Reil
Duration:
3 Hours 30 Minutes
Access:
Never expires.

Dates



Description

The 2024 Tax Levy Workshop will be held as a live webinar on 9/9. It will also be recorded to be viewed on-demand. 

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 2024 Payable 2025 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


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. 

Presenter

Cathy Erickson Related Seminars and Products

Director of School Finance

Minnesota Department of Education


Daley Lehmann Related Seminars and Products

Assistant Director - School Finance

Minnesota Department of Education


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.