Fuel Good 2018: The Power of K12 Reporting
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This document contains an agenda and discussion points for a panel discussion on K-12 reporting. The agenda includes introductions, a 40 minute panel discussion, and a 10 minute question and answer session. The discussion points cover a range of topics around how different school boards handle financial reporting, including the use of accounts, departments, expense allocation, and fixed asset reporting.
Fuel Good 2018: The Power of K12 Reporting
- 1. The Power of K-12 Reporting
- 2. MODERATOR Colin Dickinson President, Sparkrock SPEAKER Michael Kaptein Business Systems Analyst, Sparkrock
- 3. AGENDA I N T R O D U C T I O N S 1 0 M I N S P A N E L D I S C U S S I O N 4 0 M I N S Q U E S T I O N S & O P E N D I S C U S S I O N 1 0 M I N S
- 4. Discussion Points • Do you use Panels 7, 8? • Do any use Objects as G/L accounts? • How do your G/L account differ from Objects? • What do you use G/L accounts for vs Sub Accounts? • Do you use statistical accounts? If not, why not? • How you handle departments eg: Math, Science, French in high schools • How you handle school groups eg. South Group, West Group • How you handle Centrally administered expenses charged to schools eg. Utilities? • Do you use Category and Class for anything except EFIS? • Do you use a 3 digit Category Code as some do? • Do you use non-standard Ministry values in: Function, Object, Program, etc. • Combining Panel and Location eg. 4101 = 4 panel & 101 location – HRP? • How do you handle Project Funding reporting?
- 5. Discussion Points • Do you use Panels 7, 8? Scholarship, intl student. • Do any use Objects as G/L accounts? Retained earnings • How do your G/L account differ from Objects? • What do you use G/L accounts for vs Sub Accounts? • Do you use statistical accounts? If not, why not? • How you handle departments eg: Math, Science, French in high schools • How you handle school groups eg. South Group, West Group 9.07 Attribute and date? • How you handle Centrally administered expenses charged to schools eg. Utilities? • Do you use Category and Class for anything except EFIS? • Do you use a 3 digit Category Code as some do? • Do you use non-standard Ministry values in: Function, Object, Program, etc. • Combining Panel and Location eg. 4101 = 4 panel & 101 location – HRP? • How do you handle Project Funding reporting?
- 6. Fixed Assets, Schedule 3: • Constructing data for schedule 3, what’s missing in NAV? • SFIS number vs. FA number • Groups A – G expense type – substructure, shell, electric • Table 14 Location • BSID#
- 7. How do you use these fields for Schedule 3?
- 8. Expenses Managed Centrally Would this scheme work at your board?
- 9. #FUELGOOD18 THANK YOU FOR LISTENING! Michael Kaptein [email protected] All presentations will be made available after the conference.
- 10. #FUELGOOD18 Please take 5 mins to complete a session evaluation. One lucky winner will take home an Amazon Echo!
- 11. #FUELGOOD18 www.sparkrock.com @sparkrockinc Nonprofit, Human Services & K12 software to help you serve more people, with less effort, stress & expense.