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Thursday, October 24
 

9:10am PDT

Financial Analysis and Reporting Tools Part I of II
In this session, Districts will present and discuss tools that have been created to assist with financial analysis and reporting requirements. Analysis tools include 1% calculation, payroll distribution adjustments, ledger and budget details, and more. Note that this session is different than Part II.
Moderators
avatar for Mark Pong

Mark Pong

Director of Finance, Del Mar
I have worked for the Del Mar Union School District for almost 9 years, previously with SDCOE for 3 years. I use both HCM and Finance systems and Hyperion for budgeting. In preparation for the conference, I have already learned from my presenting partners, we hope to provide you with... Read More →

Speakers
MD

Miranda Durning

Finance Director, Lakeside
avatar for Terri Darr

Terri Darr

Accountant, Carlsbad
I was initially hired by Carlsbad Unified School District as a Payroll Technician. After a year, I became an Accountant with primary duties in position control and budget development/review. Just recently I have been tasked with reviewing our benefits reconciliation process. As... Read More →
AJ

Alejandro J Galindo

Budget & Business Specialist, SDCOE

Session A Financial Analysis Reporting Tools Part I 10 24 19 pptx
1% Salary Calculator xlsx
Blank TRANS Report xlsx
FY 19 20 LRC's xlsx
GL Trial Bal PS v8.1 Summary rev 11 8 19 xlsx
Thursday October 24, 2019 9:10am - 10:00am PDT
Annex C
  Session A

10:10am PDT

Financial Analysis and Reporting Tools Part II of II
Ready for more Financial Analysis? This session is a continuation of Financial Analysis and Reporting Tools Part I: Districts will present and discuss tools that have been created to assist with financial analysis and reporting requirements. Analysis tools include 1% calculation, payroll distribution adjustments, ledger and budget details, and more. Note that this session is different than Part II.
Moderators
avatar for Mark Pong

Mark Pong

Director of Finance, Del Mar
I have worked for the Del Mar Union School District for almost 9 years, previously with SDCOE for 3 years. I use both HCM and Finance systems and Hyperion for budgeting. In preparation for the conference, I have already learned from my presenting partners, we hope to provide you with... Read More →

Speakers
avatar for Terri Darr

Terri Darr

Accountant, Carlsbad
I was initially hired by Carlsbad Unified School District as a Payroll Technician. After a year, I became an Accountant with primary duties in position control and budget development/review. Just recently I have been tasked with reviewing our benefits reconciliation process. As... Read More →
MD

Miranda Durning

Finance Director, Lakeside

Session B Financial Analysis Reporting Tools Part II 10 24 19 pptx
Desk Procedure Goal Seek pdf
Grant Goal Seek Budget xlsx
PAYLIST Calculator Template xlsx
Paylist Process Instructions pdf
Payroll Encumbrance Calculator xlsx
Payroll Encumbrance Instructions pdf
Payroll Encumbrance Report Template xlsx
Payroll JE Template xlsx
Using the Payroll Encumbrance Report Template pdf
Thursday October 24, 2019 10:10am - 11:00am PDT
Annex C
  Session B

10:10am PDT

Methods to Validate Payroll Encumbrances
Let’s get the PEDR and start calculating! Come to this session to learn when and how to validate payroll encumbrances. We will also discuss the significance of timing and how encumbrances are calculated and adjusted.
Moderators
avatar for Sally Morton

Sally Morton

Senior Manager, PeopleSoft Support, San Diego County Office of Education (SDCOE)
Sally Morton serves as the Senior Manager of the PeopleSoft Support Team at San Diego County Office of Education, where she has worked for the last 7 years. She leads a team of experienced managers, analysts, and technicians who support PeopleSoft Human Capital Management (HCM), Finance... Read More →
avatar for Anthony Rodgers

Anthony Rodgers

Systems Expert, ERP, San Diego County Office of Education (SDCOE)
Anthony Rodgers works as a Systems Expert, ERP on the Enterprise Applications Upgrades and Enhancement team within the Information Technology Services department at the San Diego County Office of Education (SDCOE) where he as served for nearly seven years.  HIs expertise in PeopleSoft... Read More →

Session B Methods To Validate Payroll Encumbrances 10 24 19 pptx
Thursday October 24, 2019 10:10am - 11:00am PDT
Comm Lab 2&4
  Session B

11:10am PDT

Auditing Step Increases
Do you know which queries to use to validate step advances? Come find out! Join us to learn how to identify employees eligible for step advance, compare the Comp Rate on Job Data with the Comp Rate on the paysheet after precalcs, and view Salary Step Entry dates for all employees.
Moderators
avatar for Jason Cohee

Jason Cohee

Sr. Functional Systems Analyst, San Diego County Office of Education (SDCOE)

Speakers
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.

Session C Auditing Step Increases 10 24 19 pptx
Thursday October 24, 2019 11:10am - 12:00pm PDT
306
  Session C

11:10am PDT

Test Your Payroll Knowledge
Join us for “Payroll Monopoly” as we test your knowledge of Payroll, Payroll processes, and other Payroll tricks of the trade. The goal of this session is to help you overcome Payroll challenges and roadblocks.
Moderators
JP

Janine Perez

Systems Analyst, SDCOE PeopleSoft Support Team
avatar for Paula Rians

Paula Rians

Payroll Supervisor, Chula Vista
I started serving the Public School Districts as the Payroll Supervisor at Poway Unified School District for four years and now at Chula Vista Elementary School District for the last two years. I have worked in the payroll field for a total of thirty nine years. Other public agency... Read More →

Session C Test Your Payroll Knowledge 10 24 19 pptx
Thursday October 24, 2019 11:10am - 12:00pm PDT
301
  Session C

1:10pm PDT

How to Research Payroll Suspense
Do you have payroll entries in suspense? Learn how to identify whose pay went to suspense when the BETTERPDR doesn’t match finance, when to use the Correct Suspense Entry screen to fix entries, and how to clear benefit adjustments.
Moderators
avatar for Kay Pugh

Kay Pugh

Special Ed. Financial Analyst, SDCOE
I have over 30 years of finance-related education and experience with the last 13 in school business. My strengths are reconciliation, analysis and training; however I have experience in almost all aspects of accounting. Previous positions include Accounting Technician, Accountant... Read More →

Speakers
JG

Justine Galura

Sr. Program Business Specialist, SDCOE

Session D How to Research Payroll Suspense 10 24 19 pptx
Session D – Research Payroll Suspense–KnowledgeBase Handout pdf
Session D – Research Payroll Suspense–Where to Start Handout pdf
Thursday October 24, 2019 1:10pm - 2:00pm PDT
306
  Session D
 
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