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Total Credits: 3 MASBO Credit(s), 3 Non-MASBO
Tags: Events Tax Levy Workshop
September 9 – 12:30 PM to 4:00 PM
The 2025 Tax Levy Workshop will cover basic information about the levy and highlight important changes for this year. This session will be held as a live webinar on 9/9. It will also be recorded for on-demand viewing. Registration is the same for either format.
Remember to have your 2025 Payable 2026 Levy Limitation and Certification available for the workshop.
Agenda
Welcome & Introductions
General Information
- School Finance Contacts and Levy Certification Calendar
- Referendum Calendar
- Statewide Tax Base & Levy Trends
- Truth in Taxation
MDE Website Review
Levy Certification Data Collection & Submission Portals
- Summer Levy System Review
- ADM WE
- Health & Safety Reporting System
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
Final Thoughts & Questions
Completion Criteria
To complete this workshop and receive the three MASBO and BOSA credits, you must attend at least 90% of the seminar to be marked complete. Archives of the live webinar will be made available following the event and can be watched to receive credit, as well.
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.
