2019 PSST ACADEMY K-12 TRAINING SUMMIT

Training Sessions

Our sessions are hands-on, lab-style, and interactive. Working with an expert they are designed to maximize how you use Munis®.

SESSIONS & SCHEDULE

Training Sessions

Click on a session to view the full description, or
10:00 am
10:30 am
11:00 am
11:30 am
12:00 pm
12:30 pm
1:00 pm
1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
DAY 1 – Thursday, October 17th, 2019
DAY 1 – Thursday, October 17th, 2019
PRE-SUMMIT TECH LAB
10:00 am - 11:00 am
Assistance with ensuring access to WiFi & District Munis® data at venue: Indiana Wesleyan University - Louisville • 1500 Alliant Avenue • Louisville, KY 40299

Assistance with ensuring access to WiFi & District Munis® data at venue: Indiana Wesleyan University - Louisville • 1500 Alliant Avenue • Louisville, KY 40299

SUMMIT ARRIVAL & REGISTRATION
11:00 am - 12:00 pm
Indiana Wesleyan • 1500 Alliant Avenue • Louisville, KY 40299

Indiana Wesleyan • 1500 Alliant Avenue • Louisville, KY 40299

Lunch and Keynote Speaker, Carl L. Williams Sr.
12:00 pm - 1:30 pm
Carl L. Williams, Sr., CEO of PSST, LLC shares a peek into the future of K-12 administration and technology.

Carl L. Williams, Sr., CEO of PSST, LLC shares a peek into the future of K-12 administration and technology.

BREAK

NEW - The Capital Construction Process
1:45 pm - 2:45 pm
Dr. Robert (Bob) Tarvin - Ross, Sinclaire & Associates<br><br>Review the Capital Construction Process that includes an introduction to the facilities planning process, the bonding of capital improvements, along with a look at the type of project delivery available, which a district should be aware when contemplating facility needs.

Dr. Robert (Bob) Tarvin - Ross, Sinclaire & Associates

Review the Capital Construction Process that includes an introduction to the facilities planning process, the bonding of capital improvements, along with a look at the type of project delivery available, which a district should be aware when contemplating facility needs.

Munis® Position Control (Part 1 of 2)
1:45 pm - 2:45 pm
Dr. Dianna Gainey, José Alfaro, & Jennifer Wooley<br><br>Learn the benefits of using Position Control and how it correlates to FTE Allocations. Position Control can provide more stability to your HR, budget and payroll systems! See how budgeted positions and position allocations are easily compared against actuals to quickly identify vacancies.

Dr. Dianna Gainey, José Alfaro, & Jennifer Wooley

Learn the benefits of using Position Control and how it correlates to FTE Allocations. Position Control can provide more stability to your HR, budget and payroll systems! See how budgeted positions and position allocations are easily compared against actuals to quickly identify vacancies.

NEW - Connecting the Dots with Absence Management Integration
1:45 pm - 2:45 pm
Donnesha Moore & Keith Kucler<br><br>Master the art of Absence Management Integration. In this session, you will gain an understanding of best practices to keep your Munis® data and Frontline Absence & Time software in sync. Develop key strategies you need to become an expert.

Donnesha Moore & Keith Kucler

Master the art of Absence Management Integration. In this session, you will gain an understanding of best practices to keep your Munis® data and Frontline Absence & Time software in sync. Develop key strategies you need to become an expert.

BREAK

NEW - Effectively Managing Multi-Year Funds
3:00 pm - 4:00 pm
Stephen Clark & Edris Humphrey<br><br>Explore helpful processes to maintain multi-year funds including, fiscal year-end cleanup, closing old projects and related accounts, and reconciling to the balance sheet.

Stephen Clark & Edris Humphrey

Explore helpful processes to maintain multi-year funds including, fiscal year-end cleanup, closing old projects and related accounts, and reconciling to the balance sheet.

Munis® Position Control (Part 2 of 2)
3:00 pm - 4:00 pm
Dr. Dianna Gainey, José Alfaro, & Jennifer Wooley<br><br>Part 2 of Position Control – HANDS ON! With your laptop, initiate the process of setting up Position Control for YOUR district. Participants can leave the session with their Position Control framework ready for implementation when they return to the district!

Dr. Dianna Gainey, José Alfaro, & Jennifer Wooley

Part 2 of Position Control – HANDS ON! With your laptop, initiate the process of setting up Position Control for YOUR district. Participants can leave the session with their Position Control framework ready for implementation when they return to the district!

NEW - Payroll Comparison
3:00 pm - 4:00 pm
Keith Kucler & Donnesha Moore<br><br>Discover an easy way to review significant payroll changes occurring between payrolls and quickly find incorrect or invalid payroll changes before the payroll is generated.

Keith Kucler & Donnesha Moore

Discover an easy way to review significant payroll changes occurring between payrolls and quickly find incorrect or invalid payroll changes before the payroll is generated.

7:30 am
8:00 am
8:30 am
9:00 am
9:30 am
10:00 am
10:30 am
11:00 am
11:30 am
12:00 pm
12:30 pm
1:00 pm
1:30 pm
2:00 pm
2:30 pm
3:00 pm
3:30 pm
4:00 pm
DAY 2 – Friday, October 18, 2019
DAY 2 – Friday, October 18, 2019
Continental Breakfast
7:30 am - 8:00 am

Creating Your 2021 Salary Projections (Part 1 of 2)
8:00 am - 9:00 am
Susan Farlee & Edris Humphrey<br><br>Learn the steps of the Salary and Benefit Projection process and review the tools available to budget managers to produce a projection. Attendees will create Salary and Benefit Projections utilizing tools in Budget Command Center. Payroll knowledge will be helpful if participating in this session.

Susan Farlee & Edris Humphrey

Learn the steps of the Salary and Benefit Projection process and review the tools available to budget managers to produce a projection. Attendees will create Salary and Benefit Projections utilizing tools in Budget Command Center. Payroll knowledge will be helpful if participating in this session.

Importing in Munis®
8:00 am - 9:00 am
Donnesha Moore, José Alfaro & Jennifer Wooley<br><br>Avoid time-consuming manual data entry while decreasing your risk for errors. Learn how to efficiently create and import data through the Munis® import features already available to you.

Donnesha Moore, José Alfaro & Jennifer Wooley

Avoid time-consuming manual data entry while decreasing your risk for errors. Learn how to efficiently create and import data through the Munis® import features already available to you.

Preparing for W-2s & 1099s in Munis® (Part 1 of 2)
8:00 am - 9:00 am
Keith Kucler & Stephen Clark<br><br>Uncover the steps needed to check reporting totals throughout the year to make the W-2 and 1099 process less cumbersome and more efficient at reporting time. Bring 941 data from the last three full quarters to ensure your maximum training experience for preparing W-2s. During this hands-on training, you will be using the W-2 Balancing Spreadsheet.

Keith Kucler & Stephen Clark

Uncover the steps needed to check reporting totals throughout the year to make the W-2 and 1099 process less cumbersome and more efficient at reporting time. Bring 941 data from the last three full quarters to ensure your maximum training experience for preparing W-2s. During this hands-on training, you will be using the W-2 Balancing Spreadsheet.

BREAK

Creating Your 2021 Salary Projections (Part 2 of 2)
9:15 am - 10:15 am
Susan Farlee & Edris Humphrey<br><br>Learn the steps of the Salary and Benefit Projection process and review the tools available to budget managers to produce a projection. Attendees will create Salary and Benefit Projections utilizing tools in Budget Command Center. Payroll knowledge will be helpful if participating in this session.

Susan Farlee & Edris Humphrey

Learn the steps of the Salary and Benefit Projection process and review the tools available to budget managers to produce a projection. Attendees will create Salary and Benefit Projections utilizing tools in Budget Command Center. Payroll knowledge will be helpful if participating in this session.

NEW - HR Integration with Frontline Recruiting & Hiring
9:15 am - 10:15 am
Jameka Cox, José Alfaro & Tiara Britt, Warren County Schools<br><br>Explore the benefits of using the PSST HR Integration solution with Frontline Recruiting & Hiring (formerly AppliTrack). You will receive highlights on how to properly build a form, set up a form, and create employee master & personnel actions import files. As well as review, at a high-level, information transferred from Munis® to Frontline Central during the integration process.

Jameka Cox, José Alfaro & Tiara Britt, Warren County Schools

Explore the benefits of using the PSST HR Integration solution with Frontline Recruiting & Hiring (formerly AppliTrack). You will receive highlights on how to properly build a form, set up a form, and create employee master & personnel actions import files. As well as review, at a high-level, information transferred from Munis® to Frontline Central during the integration process.

HR Integration with PowerSchool Unified Talent™
9:15 am - 10:15 am
Join us for this session to walk through how PowerSchool Unified Talent™ can now integrate with Tyler Munis® through the Connect Stream® platform. Connect Stream® is a cloud-based platform that provides a secure and unified environment for your K-12 district’s applications to improve interoperability and efficiencies. Gone are the barriers to data access, software applications working in isolation, and manual, redundant processes.

Join us for this session to walk through how PowerSchool Unified Talent™ can now integrate with Tyler Munis® through the Connect Stream® platform. Connect Stream® is a cloud-based platform that provides a secure and unified environment for your K-12 district’s applications to improve interoperability and efficiencies. Gone are the barriers to data access, software applications working in isolation, and manual, redundant processes.

NEW - HR Integration with PowerSchool Unified Talent™
9:15 am - 10:15 am
Matt Thompson & Jennifer Wooley<br><br>Join us for this session to walk through how PowerSchool Unified Talent™ can now integrate with Tyler Munis® through the Connect Stream® platform. Connect Stream® is a cloud-based platform that provides a secure and unified environment for your K-12 district’s applications to improve interoperability and efficiencies. Gone are the barriers to data access, software applications working in isolation, and manual, redundant processes.

Matt Thompson & Jennifer Wooley

Join us for this session to walk through how PowerSchool Unified Talent™ can now integrate with Tyler Munis® through the Connect Stream® platform. Connect Stream® is a cloud-based platform that provides a secure and unified environment for your K-12 district’s applications to improve interoperability and efficiencies. Gone are the barriers to data access, software applications working in isolation, and manual, redundant processes.

Preparing for W-2s & 1099s in Munis® (Part 2 of 2)
9:15 am - 10:15 am
Keith Kucler & Stephen Clark<br><br>Uncover the steps needed to check reporting totals throughout the year to make the W-2 and 1099 process less cumbersome and more efficient at reporting time. Bring 941 data from the last three full quarters to ensure your maximum training experience for preparing W-2s. During this hands-on training, you will be using the W-2 Balancing Spreadsheet.

Keith Kucler & Stephen Clark

Uncover the steps needed to check reporting totals throughout the year to make the W-2 and 1099 process less cumbersome and more efficient at reporting time. Bring 941 data from the last three full quarters to ensure your maximum training experience for preparing W-2s. During this hands-on training, you will be using the W-2 Balancing Spreadsheet.

BREAK

Munis® Fixed Asset Processing
10:30 am - 11:30 am
Stephen Clark & Donnesha Moore<br><br>Participate in an overview of the fixed assets process. Then, move on to entering fixed assets, reconciling tips before posting, processing depreciation, and reconciling new fixed assets to your general ledger.

Stephen Clark & Donnesha Moore

Participate in an overview of the fixed assets process. Then, move on to entering fixed assets, reconciling tips before posting, processing depreciation, and reconciling new fixed assets to your general ledger.

NEW - Using Munis® Personnel Actions to Make Employee Changes
10:30 am - 11:30 am
José Alfaro, Dr. Dianna Gainey & Jennifer Wooley<br><br>Learn how to use Munis® Personnel Actions to update or maintain employee data without accessing the employee master. Leave knowing how to make individual changes in one tidy procedure.

José Alfaro, Dr. Dianna Gainey & Jennifer Wooley

Learn how to use Munis® Personnel Actions to update or maintain employee data without accessing the employee master. Leave knowing how to make individual changes in one tidy procedure.

NEW - Automated Billing Reconciliation - Benefit Integration
10:30 am - 11:30 am
Chris Jones, American Fidelity, & Edris Humphrey<br><br>Developed in conjunction with American Fidelity Assurance Company, discover an automated process that can save you significant time reconciling monthly invoices prior to transferring employee benefit information.

Chris Jones, American Fidelity, & Edris Humphrey

Developed in conjunction with American Fidelity Assurance Company, discover an automated process that can save you significant time reconciling monthly invoices prior to transferring employee benefit information.

Lunch
11:30 am - 12:30 pm

NEW - Be a Savings Hero; Total Savings: $700,000, Total Cost: $0
12:30 pm - 1:30 pm
Bruce Chaffin & Steve Vampran, Livingston Parish Public Schools, LA<br><br>Seeing is believing, so let Human Resources Supervisors, Bruce & Steve show you how improving internal communication and educating employees regarding leave helped their school system save more than $700,000 in one school year. Explore how running reports using your Absence and Substitute Management system can provide you valuable data to help save your district thousands, and in some cases, millions of dollars in substitute costs while significantly reducing your total absence rate.

Bruce Chaffin & Steve Vampran, Livingston Parish Public Schools, LA

Seeing is believing, so let Human Resources Supervisors, Bruce & Steve show you how improving internal communication and educating employees regarding leave helped their school system save more than $700,000 in one school year. Explore how running reports using your Absence and Substitute Management system can provide you valuable data to help save your district thousands, and in some cases, millions of dollars in substitute costs while significantly reducing your total absence rate.

HR Best Practices: Recruiting, Hiring, & Retaining Employees
12:30 pm - 1:30 pm
Dr. Dianna Gainey, José Alfaro & Jennifer Wooley<br><br>It’s not just about the staff members you can hire, but how many you can KEEP! This presentation will include discussion of the induction phase of onboarding, how to successfully blend new staff, provide needed tools and continuous development, and foster higher engagement for lasting employee retention.

Dr. Dianna Gainey, José Alfaro & Jennifer Wooley

It’s not just about the staff members you can hire, but how many you can KEEP! This presentation will include discussion of the induction phase of onboarding, how to successfully blend new staff, provide needed tools and continuous development, and foster higher engagement for lasting employee retention.

Munis® Beginning to Intermediate Payroll
12:30 pm - 1:30 pm
Stephen Clark & Keith Kucler<br><br>See how and where employee payroll information comes together to generate and process payroll. Learn setup for the Employee Master, deductions, job salary, and accruals. Understand the step-by-step payroll process to completion.

Stephen Clark & Keith Kucler

See how and where employee payroll information comes together to generate and process payroll. Learn setup for the Employee Master, deductions, job salary, and accruals. Understand the step-by-step payroll process to completion.

BREAK

NEW - School Activity Funds – The Right Way
1:45 pm - 2:45 pm
Evelyn Eagle, KEV Group, & Edris Humphrey<br><br>See School Cash Accounting by KEV Group in action! Dive into the system to see how user-friendly and intuitive the program is. Leave the session knowing you have the opportunity to give time back to your school bookkeepers and reduce fraud with your district.

Evelyn Eagle, KEV Group, & Edris Humphrey

See School Cash Accounting by KEV Group in action! Dive into the system to see how user-friendly and intuitive the program is. Leave the session knowing you have the opportunity to give time back to your school bookkeepers and reduce fraud with your district.

NEW - Keeping Munis® in Sync for the Affordable Care Act (Part 1 of 2)
1:45 pm - 2:45 pm
Jameka Cox, Donnesha Moore & Jennifer Wooley<br><br>Implement best practices during the year to track your employees properly and determine who is eligible for an offer of health insurance coverage. Remain IRS compliant and learn how calc codes, hire dates, termination dates, deduction codes, employment status, and waiver information work within Munis® for your Forms 1095-C/1094-C ACA Reporting.

Jameka Cox, Donnesha Moore & Jennifer Wooley

Implement best practices during the year to track your employees properly and determine who is eligible for an offer of health insurance coverage. Remain IRS compliant and learn how calc codes, hire dates, termination dates, deduction codes, employment status, and waiver information work within Munis® for your Forms 1095-C/1094-C ACA Reporting.

Munis® Advanced Payroll (Part 1 of 2)
1:45 pm - 2:45 pm
Keith Kucler & Stephen Clark<br><br>Take a deep dive into Munis® Auxiliary Programs and discover the steps used for setting up employees, doing deductions and processing payroll. You will learn how to automate upfront to save processing time and get the most from your data.

Keith Kucler & Stephen Clark

Take a deep dive into Munis® Auxiliary Programs and discover the steps used for setting up employees, doing deductions and processing payroll. You will learn how to automate upfront to save processing time and get the most from your data.

BREAK

NEW - EE0-5 Reporting Made Easy
3:00 pm - 4:00 pm
Edris Humphrey & Susan Farlee<br><br>Learn how to produce the EEO-5 Report with the push of a button! Two major factors of the EEO-5 Report are employee work locations and employee ethnic information. You will also learn to set up locations/schools for your district and where employee EEO-5 data is stored in Munis® for fast, easy processing.

Edris Humphrey & Susan Farlee

Learn how to produce the EEO-5 Report with the push of a button! Two major factors of the EEO-5 Report are employee work locations and employee ethnic information. You will also learn to set up locations/schools for your district and where employee EEO-5 data is stored in Munis® for fast, easy processing.

NEW - Keeping Munis® in Sync for the Affordable Care Act (Part 2 of 2)
3:00 pm - 4:00 pm
Jameka Cox, Donnesha Moore & Jennifer Wooley<br><br>Implement best practices during the year to track your employees properly and determine who is eligible for an offer of health insurance coverage. Remain IRS compliant and learn how calc codes, hire dates, termination dates, deduction codes, employment status, and waiver information work within Munis® for your Forms 1095-C/1094-C ACA Reporting.

Jameka Cox, Donnesha Moore & Jennifer Wooley

Implement best practices during the year to track your employees properly and determine who is eligible for an offer of health insurance coverage. Remain IRS compliant and learn how calc codes, hire dates, termination dates, deduction codes, employment status, and waiver information work within Munis® for your Forms 1095-C/1094-C ACA Reporting.

Munis® Advanced Payroll (Part 2 of 2)
3:00 pm - 4:00 pm
Keith Kucler & Stephen Clark<br><br>Take a deep dive into Munis® Auxiliary Programs and discover the steps used for setting up employees, doing deductions and processing payroll. You will learn how to automate upfront to save processing time and get the most from your data.

Keith Kucler & Stephen Clark

Take a deep dive into Munis® Auxiliary Programs and discover the steps used for setting up employees, doing deductions and processing payroll. You will learn how to automate upfront to save processing time and get the most from your data.

DAY 2 – Friday, October 18, 2019
OCTOBER 17-18, 2019 • LOUISVILLE KY

2019 PSST Academy K-12 Training Summit

2019 PSST Academy K-12 Training Summit Sponsors: