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

The Capital Construction Process
1:45 pm - 2:45 pm
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.

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<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

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.

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

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
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!

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!

Payroll Compare
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
Carl L. Williams & Dr. Dianna Gainey<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.

Carl L. Williams & Dr. Dianna Gainey

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.

HR Integration with Frontline™
9:15 am - 10:15 am
Jameka Cox & José Alfaro<br><br>Explore the benefits of using the PSST HR Integration solution with 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(TM) during the integration process.

Jameka Cox & José Alfaro

Explore the benefits of using the PSST HR Integration solution with 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(TM) 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.

HR Integration with PowerSchool Unified Talent™
9:15 am - 10:15 am
Matt Thompson & Kim Milby<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 & Kim Milby

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.

Using Munis® Personnel Actions to Make Employee Changes
10:30 am - 11:30 am
José Alfaro & Dr. Dianna Gainey<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

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.

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

EE0-5 Reporting Made Easy
12:30 pm - 1:30 pm
Susan Farlee & Edris Humphrey<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 learn how to set up locations/schools for your district as well as where employee EEO-5 data is stored in Munis® for fast, easy processing.

Susan Farlee & Edris Humphrey

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 learn how to set up locations/schools for your district as well as where employee EEO-5 data is stored in Munis® for fast, easy processing.

HR Best Practices: Recruiting, Hiring, & Retaining Employees
12:30 pm - 1:30 pm
Dr. Dianna Gainey & José Alfaro<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

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

School Activity Funds – The Right Way
1:45 pm - 2:45 pm
Mallory Wiggs, TRA, & Edris Humphrey<br><br>See SchoolFunds Online by TRA 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 within your district.

Mallory Wiggs, TRA, & Edris Humphrey

See SchoolFunds Online by TRA 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 within your district.

Keeping Munis® in Sync for the Affordable Care Act (Part 1 of 2)
1:45 pm - 2:45 pm
Jameka Cox & Donnesha Moore<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 1094C/1095C ACA Reporting.

Jameka Cox & Donnesha Moore

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 1094C/1095C 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

Tools for Budgeting/Reporting
3:00 pm - 4:00 pm
Edris Humphrey & Susan Farlee<br><br>Discover different ways that budget amounts can be added to your budget projection. Explore the multiple budget entry options and functionality available now in Munis® and various avenues for reporting.

Edris Humphrey & Susan Farlee

Discover different ways that budget amounts can be added to your budget projection. Explore the multiple budget entry options and functionality available now in Munis® and various avenues for reporting.

Keeping Munis® in Sync for the Affordable Care Act (Part 2 of 2)
3:00 pm - 4:00 pm
Jameka Cox & Donnesha Moore<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 1094C/1095C ACA Reporting.

Jameka Cox & Donnesha Moore

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 1094C/1095C 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