|
Workshop Overview
STake your Excel skills to the next level
Through expert-led sessions, you’ll gain essential tools, insider knowledge, and practical strategies to navigate the SBO landscape with confidence—while also building a powerful network of peers and mentors.
Workshop Overview
🕒 9:00 AM – 12:00 PM 🎓 3.5 CPE (Advisory Services) / 3 CTLE (Content)
Topics Covered:
- Review of Key Excel 101 Concepts
- Summary of pivot tables, data validation, and shared workbooks
- Using Conditional Formatting for Financial Flags
- Highlighting anomalies, thresholds, and budget alerts
- Advanced Use of Pivot Tables
- Grouping, calculated fields, slicers, timelines
- Creating Interactive Dashboards
- Using charts, graphs, and controls for real-time data insights
- Analyzing Trends with Sparklines and Trendlines
- Identifying patterns in multi-year budget data
- Homework Assignment
- Build a small dashboard and use conditional logic with a provided dataset
Speaker:
John Tamburello, Senior State Aid Specialist, Questar III BOCES
🕒 9:00 AM – 12:00 PM 🎓 3.5 CPE (Advisory Services) / 3 CTLE (Content)
Topics Covered:
- Homework Review & Peer Feedback
- Working with Excel Templates for Monthly Reporting
- Customizing reusable reports and financial forms
- Intro to Excel Macros for Beginners
- Recording and running macros to automate tasks
- Using Lookup Functions in Context
- VLOOKUP, HLOOKUP, INDEX-MATCH for state aid, budget codes, vendor data
- Connecting Excel with Other Tools
- Importing/exporting data with accounting systems and cloud tools
- Troubleshooting Common Excel Errors
- #REF, #VALUE, circular references, formula auditing tools
Speaker:
John Tamburello, Senior State Aid Specialist, Questar III BOCES
Day 2 Agenda – Friday, August 22
🕒 8:30 AM – 9:30 AM 🎓 1 CPE (Specialized Knowledge) / 1 CTLE
This session will review the key regulations and responsibilities associated with pupil transportation. Participants will learn about NYSED requirements, safety expectations, and financial considerations related to managing a district’s
transportation program.
Learning Objectives:
- Understand the SBO’s responsibilities in overseeing transportation operations
- Learn about transportation reporting, aid, and cost drivers
- Review key safety and compliance requirements for school districts
Speaker:
David Elliott, Coordinator of Educational Aid Services, New York State Education Department
🕒 9:40 AM – 10:40 AM 🎓 1 CPE (Specialized Knowledge) / 1 CTLE
Participants will receive a practical overview of the Office of Facilities Planning and the processes involved in capital construction projects. Topics will include required surveys, permitting, building aid, and best practices for managing
projects in partnership with architects and SED.
Learning Objectives:
- Understand the steps involved in submitting and receiving approval for capital projects
- Learn the types of surveys and reports required for facilities planning
- Identify how building aid is calculated and common compliance requirements
Speaker:
Sara Madison, RA, Coordinator, New York State Education Department, Office of Facilities Planning
🕒 11:00 AM – 12:30 PM 🎓 1.5 CPE (Specialized Knowledge) / 1.5 CTLE
This session will introduce the fundamentals of managing capital projects. Participants will learn what a capital project is, how the process works from start to finish, and what role the SBO plays in ensuring compliance, funding, and
communication throughout the project timeline.
Learning Objectives:
- Understand what qualifies as a capital project and how projects are initiated
- Learn the basics of funding, approvals, and communication for capital work
- Identify common pitfalls and how to avoid them as a new SBO
Speaker:
Jason Schwartz, CPA, President, BPD Municipal Finance
🕒 12:30 PM – 1:00 PM
🕒 1:00 PM – 2:00 PM 🎓 1 CPE (Specialized Knowledge) / 1 CTLE
School nutrition programs are unique in that they operate with financial independence. This session explores the fundamentals of food service management, including financial metrics, program regulations, and how SBOs can support a successful,
student-centered meal program.
Learning Objectives:
- Understand the financial structure of school meal programs
- Learn about federal and state compliance requirements for food service
- Identify opportunities to improve efficiency and student participation
Speaker:
Sarah Keen, Food Service Director, Schuylerville Central School District
🕒 2:10 PM – 3:40 PM 🎓 1.5 CPE (Specialized Knowledge) / 1.5 CTLE
This session will review the central office’s role in ensuring a safe and secure school environment. Participants will explore crisis planning, communication strategies, and the SBO’s role in supporting building-level efforts in collaboration
with community partners.
Learning Objectives:
- Understand the components of a district-wide safety and crisis plan
- Learn how the SBO contributes to safety protocols and budgeting
- Identify communication strategies and “dos and don’ts” during a crisis
Speaker:
Coming Soon
Nearby Hotels
Tru by Hilton Albany Airport
798 Albany Shaker Road Albany, NY 12211
Hilton Garden Inn Albany Airport
800 Albany Shaker Rd. Albany, NY 12211
Excel 201 - Advanced Applications for the School Business Office
Take your Excel skills to the next level with this two-part advanced workshop designed specifically for School Business Officials and Treasurers in New York State. This course builds on Excel 101 and dives deeper into complex
data analysis, automation, and advanced tools that streamline workflows and enhance financial decision-making in the school business office.
Member Price: $275
Non-Member Price: $330
Earn up to 7 CPE and 6 CTLE!
REGISTER HERE
Event Details
December 4 & 11, 2025 9:00 AM - 12:00 PM (Both Days)
Virtually via Zoom
Add event to your calendar
Cancellation Policy
Cancellations must be received in writing (or by email at
paul@asbonewyork.org) three full days prior to the start of the program and are subject to a cancellation fee. There are no refunds for cancellations received less
than three business days before the event.
Administrative Fee: A $50 fee may apply if you request to change your registration location for multi-location events.
|