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Total Credits: 3 including 3 MASBO Credit(s), 3 Non-MASBO
Tags: Tax Levy Workshop
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.
| Where Do The Numbers Come From - Tax Levy Workshop 2024 (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.
