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Total Credits: 3 MASBO Credit(s), 3 Non-MASBO
Tags: Events Tax Levy Workshop
The 2025 Tax Levy Workshop covers basic information about the levy and highlights important changes for this year. This session was held as a live webinar on 9/9.
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.
| Pay 2026 Levy Overview Report (4.8 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.
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.
