Agenda
Session 3 – Wednesday, October 27, 2021  • Virtual
Access the Zoom Session: https://us06web.zoom.us/meeting/register/tZMpfuioqDooHN2jelg4CumUzoL7ilZl58pB
9 am - 4 pm 
Session Facilitator: Kelly Smith, Director, Baker Tilly

Topics: Levy Certification and Truth in Taxation, Strategic Financial Planning: Analyze Needs and Allocate Resources, The Basics of HR - What You Need to Know
 
Please note that this session is combined with the MASA Great Start Cohort and the MASA Finance Academy
Participant List
Presenter Bios

---

9 – 9:30
Welcome and What’s New?
Kelly Smith, Director, Baker Tilly
 
9:30 – 11:30
Levy Certification and Truth in Taxation
Kelly Smith, Director, Baker Tilly
Lori Volz, Baker Tilly
PPT: Levy Certification
PPT: Truth in Taxation - Austin Public Schools
 
11:30 – 12
Lunch Break
 
12 – 2
Strategic Financial Planning: Analyze Needs and Allocate Resources
Ray Queener, Senior Consultant, TeamWorks International, and former Superintendent, Cambridge-Isanti Public Schools
PPT: School Finance
Handout: Annual Budget Timeline and Activities

​2 – 2:15
Break
 
2:15 – 3:15
Financing Options for Minnesota Schools
Kelly Smith, Director, Baker Tilly
PPT: Financing Options for Minnesota Schools

​3:15 – 4
Open Forum/Discussion Topics