Academy Course Catalogs

 

 


 
 
School Business Management Certificate
 
Areas of Study
 
 
A certificate is awarded for completion
 
in approximately three years for each
 
of these areas of study
 
 
 
Business Office Director
Curriculum Course Outline and Catalog
 
 
ACCOUNTING
 
 
ACC 120  Advanced Accounting Principles
 
This course provides more in depth coverage in accounting pertaining to public schools.  Emphasis is placed on the basics of accounting, governance and statutory authority for public schools, budgetary, fund and encumbrance accounting.  Also to be covered is accounting for funds as a fiscal agent of a specific program, grant or allotment. Class discussion questions will enhance the learning experience.
 
Course Hours: 4
Prerequisites: None
Required Course
 
 
ACC 121  Advanced Accounting Practice I
 
This course provides in depth discussions regarding accounting for transactions in the areas of cash receipts, encumbrances and payables, e-procurement, various other general expenditures and capital projects.  Class discussion questions will be part of the instruction and enhancement of this class.
 
Course Hours: 4
Prerequisites: ACC 120
Required Course
 
 
ACC 122  Advanced Accounting Practice II
 
This course provides various aspects of the accounting process beginning with the history and current components of the State Uniform Chart of Accounts, including optional and required fields.  Other areas to be covered are accounting for allotments, the various types of allotments, carryover allotments, impact of the timing of allotments, and federal and state allotment requirements.  Correction of accounting errors and journal entries will be covered in addition to discussion questions for all areas included in this class.
 
Course Hours:  4
Prerequisites:  ACC 120 and ACC 121
Required Course
 
 
ACC 123  Advanced Accounting Practice III
 
This course covers development and evaluation of internal controls throughout the school district plus development and evaluation of property accounting/fixed assets accounting systems.  Class discussion questions will be part of the instruction of this class.
 
Course Hours:  4
Prerequisites:  ACC 122
Required Course
 
 
ACC 124   Payroll Accounting
 
This course covers factors which affect public school payroll, including installment pay, calendar bill, split-funded pay, and certification issues.  In addition, instruction will be given on management of payroll processing, and federal and state payroll regulations governing payroll.  Class discussion questions will be part of the instruction of this class.
 
Course Hours: 4
Prerequisite:  ACC 122
Required Course
 

 
ACC 125  Individual Schools and Special Issues in Accounting
 
This course covers specialized accounting issues affecting public schools such as individual school accounting; accounting for clubs, PTAs, PTOs, and fund raisers; and fiduciary responsibilities of the school treasurer.  In addition, instruction will be given on specialized issues in accounting, such as warehouses, credit cards, and other special issues.  Class discussion questions will be part of the instruction of this class. 
 
Course Hours: 4
Prerequisite:  ACC 122
Required Course
 
 
 
 
FINANCIAL PLANNING AND BUDGETING
 
 
FIN 220  Financial Planning I
 
This course covers sources of funding public education.  Included in this class will be the revenue sources of state and federal allotments, county funding, lottery funds, Public School Building Capital Funds, and direct state and federal grants.  Also included will be the factors affecting the amount and timing of the use of funds, including federal funds and carryover of funds.  Discussion questions will be part of the course instruction.
 
Course Hours: 4
 Prerequisites:  ACC 122
Required Course
 
 
FIN 221  Financial Planning II
 
This course covers limitations on the use of funds for public education; position versus dollar allotments; the Allotment Policy Manual; use of local, state and federal funding; and supplanting issues.  Also included in this course will be instruction on the impact of investment management on revenue.  Discussion questions will be part of the course instruction.
 
Course Hours: 4
Prerequisites:  FIN 220
Required Course
 
 
BUD 230  Budgeting I
 
This course covers the legal requirements for school budgets in North Carolina, including charter schools, out of county, budget calendar and planning schedule, the budget resolution, and other issues.   Discussion questions will be part of the instruction in this course.
 
Course Hours: 4
Prerequisite:  FIN 221
Required Course
 
 
BUD 231  Budgeting II
 
This course covers the relationship of the school budget to educational programs, tying budgets to school priorities, obtaining, analyzing, and assembling data for a comprehensive budget, and budgeting for all types of revenue.  Discussion questions will be part of the instruction of this course.
 
Course Hours: 4
Prerequisite:  BUD 230
Required Course
 
 
BUD 232  Budgeting III
 
This course covers budget preparation and amendment procedures for the approval of the local board of education, including multiple year obligations, the role of the county commissioners in the budget process, and long-term operational and capital asset planning (CIP).  Discussion questions will be included as part of the course instruction.
 
Course Hours: 4
Prerequisite:  BUD 231
Required Course
 
 
 
FINANCIAL REPORTING AND AUDITING
 
 
 
FMN 212  Risk Management
 
In this course, we will identify the legal and asset loss risks faced by school districts, their officials, and their employees, and the types of insurance policies available to minimize those risks.
 
 
Course Hours: 2
Prerequisite:  FIN 224
Required Course
 
 
FMN 213  Responsibiities to Grantors
 
 
North Carolina school districts depend almost entirely on state, federal, and other grants for their funding.  Most of these grants require application processes, funding allocation/access processes, expenditure restrictions, and accountability reporting requirements.  We will discuss resources including the North Carolina Allotment Policy Manual, EDGAR, and other state and federal laws and requirements.
 
 
Course Hours: 2
Prerequisite:  FIN 224
Required Course
 
FIN 222  Financial Reporting Principles and Practices I
 
This course covers generally accepted accounting principles (GAAP) for governmental agencies, including Government Accounting Standards Board (GASB) statements; North Carolina statutory requirements related to financial reporting; modified accrual accounting versus full accrual accounting; and requirements of the State Board of Education, Local Government Commission, local boards of education, county commissioners, and state and federal government for financial reporting.  Discussion questions will be part of the instruction for this course.
 
Course Hours: 4
Prerequisite:  BUD 232
Required Course
 
 
FIN 223  Financial Reporting Principles and Practices II
 
This course covers annual financial reporting, including Government-wide Financial Statements, Fund Financial Statements, Notes to the Financial Statements, and Compliance documentation and reporting. Participants must bring with them to the class a copy (electronic or paper) of the most recent edition of Carolina County Board of Education sample financial statements, available from the State Treasurer’s website.  Discussion questions will be included as part of the course.
 
Course Hours: 4
Prerequisite:  FIN 222
Required Course
 
 
FIN 224   Financial Analysis and Management
 
This course covers routine cash, payroll and accounting financial management processes and procedures, internal accounting controls, and interim financial reporting.  Discussion questions will be included as part of this course.
 
Course Hours: 4
Prerequisite:  FIN 223
Required Course
 
 

 
BUSINESS AND PERSONNEL MANAGEMENT
 
 
MAN 630   General Business Management
 
This course covers the key elements of planning and organizing.  Included is workload management, setting goals and objectives, scheduling deadlines and prioritizing activities needed to achieve both business and personal goals.  The course will include an activity to demonstrate the importance of planning and organizing as well as discussion questions as part of the instruction.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
MAN 632   Public Relations and Oral Communications
 
This course covers public relations in the school system.  Included in the course will be dealing with the media, the local board of education, county commissioners, special interest groups, instructional staff and other areas of the school business office.  In addition, participants will develop skills in communicating orally to various groups.  Discussion questions will be included as part of the course.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
MAN 633  Written Communication
 
This course covers effective business writing, including both correctness and style.  Discussion questions and other methods will be part of the instruction.
 
Course Hours: 4
Prerequisite:  MAN 632
Required Course

 
 
MAN 640    Personnel Management I
 
This course covers personnel management within the school business office.  The course will focus on "How To Lead", recognizing leadership is a relationship between leaders and followers.  The course includes a leadership profile, class discussions and other methods of instruction.
 
Course Hours: 4
Prerequisite:  MAN 630
Required Course
 
 
MAN 641   Personnel Management II
 
This course covers employee motivational methods and techniques in the school business office.  The course will include how to handle difficult workplace communications.  Participants will be exposed to various methods as part of the course instruction.
 
Course Hours: 4
Prerequisite:  MAN 640
Required Course
 
 
MAN 650   Management Skills I
 
This course covers organization flow in the school business office, job description development and effective use of job descriptions in hiring, training, and evaluating employees.  Participants will be exposed to various methods as part of the course instruction.
 
NOTE:  The participant is to bring to class a complete set or at least five (5) job descriptions for their finance office.  At the conclusion of
the class, the student will have reviewed, evaluated, and updated their finance office's job descriptions.
 
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
MAN 651   Management Skills II
 
This course covers the performance appraisal management process and effective use of the performance appraisal in increasing productivity.  Participants will be exposed to various methods as part of the course instruction.
 
NOTE:  The participant is to bring to class job descriptions reviewed in MAN 650 and the performance appraisal instrument used in their school district for finance personnel.
 
 
 
Course Hours: 4
Prerequisite:  MAN 650
Required Course
 
 
MAN 652   Management Skills III
 
This course covers staffing, recruitment and interviewing in the school business office to obtain the best person for the job.  Course instruction will employ class participation and discussion questions to enhance the learning experience.
 
NOTE:  The participant is to bring to class the job descriptions developed in MAN 650 and the performance appraisal process developed in MAN 651.
 
Course Hours: 4
Prerequisite:  MAN 651
Required Course
 
 
 
 
MAN 653  Leadership Skills 
 
This course will cover leadership styles and how your style affects how you lead and motivate staff.  Participants will discover what his or her natural behavior style is and how it affects their management style.  Learn skills to appropriately deal with staff, strengthen a team and establish goals to achieve a high performing staff.
 
 
Course Hours:  4   
Prerequisite:  MAN 641
Required Course
 
 
 
INFORMATION PROCESSING AND SYSTEMS MANAGEMENT
 
 
FMN 210   General Information Systems Concepts
 
This course contrasts the difference between data and information, introduces the concept of risk management, and discusses the various characteristics of information systems, including Client/Server, Peer-to-Peer, Thin Client, Cloud Computing, and Software as a Service (SaaS).  Network concepts are discussed with an emphasis on understanding data flow and bandwidth, and various IT concepts,  including RAID, SAN, Virtualization, backup systems, and the Cloud are covered.  How to plan for the implementation of a new in-house system, and what to consider when developing a Service Level Agreement (SLA) for a system being purchased as a service are also discussed.  Discussion questions will be included as part of the course instruction.
 
Course Hours: 4
Prerequisite:  MAN 630
Required Course
 


LAW AND LEGAL RESPONSIBILITY
 
 
LAW 310   Ethics and Fraud
 
This course covers specific legal topics governing the public schools of North Carolina in the area of disbursement of funds, negligence and fraud, program compliance, and ethics.  Discussion questions will be included as part of the instruction.
 
Course Hours: 4
Prerequisite:  FIN 224
Required Course
 
 
LAW 311   Contracts and Employment Law
 
This class covers additional specific legal topics governing the public schools of North Carolina.  In this course, topics will include contracts, employment law, and privacy acts.  Discussion questions will be included as part of the instruction.
 
Course Hours: 4
Prerequisite:  LAW 310
Required Course
 
 
 

LAW 312   Employment Law

 
Explore the history and applicability to North Carolina School Districts of the Fair Labor Standards Act, the Family Medical Leave Act, and other federal employment laws.  Discussion will focus on risks school districts face in terms of lack of compliance with federal labor laws.
 
Course Hours: 4
Prerequisite:  LAW 310
Required Course

 

 
 
 
 
 

 

Business Office Manager

 

Curriculum Course Outline and Catalog
 
 
ACCOUNTING
 
ACC 100  Introduction to Accounting
 
This course covers introduction to accounting principles.  Emphasis is placed on debits, credits, "T" accounts and journal entries. Class discussion questions and hands-on practice will enhance the learning experience.
 
Course Hours: 4
Prerequisites: None
Required Course  
 
 
ACC 101   Accounting Principles
 
This course covers introduction to accounting pertaining to public schools.  Emphasis is placed on the basics of accounting, governance and statutory authority for public schools, budgetary, fund and encumbrance accounting.  Class discussion questions will enhance the learning experience.
 
Course Hours: 4
Prerequisites: ACC 100
Required Course
 
 
ACC 102   Accounting Practice I
 
This course covers accounting for transactions in the areas of cash receipts, encumbrances and payables, e-procurement, and various other general expenditures.  In addition, accounting for capital projects, fixed assets, journal entries and special issues facing the school business professional will be addressed.  Class discussion questions will be part of the instruction and enhancement of this class.
 
Course Hours: 4
Prerequisites: ACC 101
Required Course
 
 
ACC 103   Accounting Practice II
 
This course covers various aspects of the accounting process beginning with the history and current components of the State Uniform Chart of Accounts, including optional and required fields.  Other areas to be covered are accounting for allotments, the various types of allotments, carryover allotments, impact of the timing of allotments, and federal and state allotment requirements.  Correction of accounting errors will be covered in addition to discussion questions for all areas included in this class.
 
Course Hours:  4
Prerequisites:  ACC 101 and ACC 102
Required Course
 
 
 
 
FINANCIAL MANAGEMENT
 
 
FMN 201   North Carolina Schools Accounting System and Accounting Systems of the Department of Public Instruction
 
This course covers the standards and procedures for the North Carolina Accounting System, featuring the Uniform Education Reporting System (UERS), explaining what is contained in this "umbrella", all areas it encompasses, and what it requires of the school system and the Department of Public Instruction.  Also included will be an overview to the various DPI systems included under UERS, such as NC Wise (soon to be converted to Power Schools), HRMS, TIMS, as it relates to financial information, and instruction in the financial reporting requirements to and from DPI on a monthly, weekly and annual basis. Also included will be an overview of the North Carolina Department of Public Instruction's systems such as the salary and licensure system, the DPI general ledger (MSA/DBS), cash management system, the DPI website, and the BUD system for adjustments, to learn what is contained in these systems, and how to utilize the data they contain.  An additional area of this course will be local school administrative units supported systems and the requirements that they must maintain and support. Discussion questions will be part of the instruction of this course
  
Course Hours: 4
Prerequisites:  ACC 103
Required Course
 
 
 
FMN 203    Allotment Management
 
This class covers the State Uniform Chart of Accounts in relationship to the Allotment Policy Manual.  Emphasis will be placed on the usage of funds and the coding for those expenditures within the various allotments, and understanding of the correlation between both of these documents.  Class discussion questions will be part of the learning experience. 
 
Course Hours: 4
Prerequisites:  ACC 103
Required Course
 
 
FMN 204   Auditing and Internal Controls
 
This course will cover internal controls for the accounting of public funds in the school systems, including separation of duties.  In addition, an overview of single audit concepts with information regarding what they mean and what is included in relation to the school finance office.  Discussion questions will be included in the instruction.
 
Course Hours: 4
Prerequisites:  ACC 103
Required Course
 

 
LAW AND LEGAL RESPONSIBILITIES
 
LAW 301   Fair Labor Standards Act and Family Medical Leave Act Laws
  
This course covers information regarding the Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) laws and legal responsibilities.  Discussion questions will be part of the instruction of this course.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
LAW 302    Record Retention and Protection, Public Record Law and Contracts
  
This course introduces the relevant laws governing school systems in the areas of public record law, confidentiality, and record retention of public records.  Included in this class will be what can be provided to the public in the areas of email, personnel records as well as what should be protected by law.  In addition, introduction to contracts will be discussed. Class discussion questions will be part of the learning experience. 
 
Course Hours: 4
Prerequisite:  LAW 301
Required Course
 
 
LAW 303   Ethics and Fraud
 
This class covers additional specific legal topics governing the public schools of North Carolina in the areas of ethics in the business office and fraud detection and prevention, disbursement of funds, negligence and program compliance. Included in the course will be how to establish an atmosphere conducive to reporting suspected fraud and ethical situations, what to do when you find situations of suspected fraud, and instruction regarding conflicts of interest in your school system.   Discussion questions and other methods of instruction will be included as part of the course.
 
Course Hours: 4
Prerequisite:  LAW 302
Required Course
 
   
 
 
BUSINESS OFFICE OPERATIONS
 
 
BUS 401   Business Communications
 
This course covers communications in the business office, including written communications (letters, emails and grammar) and an overview of oral communications  Discussion questions and other methods will be part of the instruction.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
BUS 402   Organization and Workload Management
 
This course will cover organizing your work space, techniques and methods of multi-tasking and prioritizing, and data management (paper and electronic).  Participants will be exposed to various methods as well as class discussion questions as part of the course instruction.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
BUS 403   Team Building
 
This course will introduce the concept of team building, consensus building, how to accomplish a goal, and other methods to function as a member of a team.  Role playing techniques, class discussions, and other methods of instruction will be included in this course.
 
Course Hours: 4
Prerequisite:  BUS 401
Required Course
 
 
BUS 404   Communications and Conflict Resolution
 
This course covers oral communications and the importance of developing strong active listening techniques.  Included is dealing effectively with others and techniques to defuse emotionally charged situations.  Role playing techniques and a wide variety of methods will be part of the instruction.
 
Course Hours:  4
Prerequisite:  BUS 401
Required Course

 
 
INTERMEDIATE ACCOUNTING PRINCIPLES
 
 
ACC 112    North Carolina School Payroll
 
This course covers many of the laws and regulations governing school payroll in North Carolina.  Included in the course will be overtime requirements, compensatory time, Fair Labor Standards Act, and time and effort reporting.  Also to be covered is how personnel are assigned to allotments, the relationship of payroll to the Uniform Chart of Accounts and the Allotment Policy Manual.  Discussion questions will also be part of the instruction of this course.
 
Course Hours: 4
Prerequisite:  ACC 103
Required Course
 
ACC 113     Capital Assets Accounting
 
This course will cover the flow of a purchase from purchase order to the financial statements, reflecting the entire accounting process for capital assets, including depreciation and inventory.  Interaction between the subsidiary and general ledgers will be included.  Discussion questions will be used to enhance the learning experience.  
 
Course Hours: 4
Prerequisite:  ACC 103
Required Course
 
 

 
TECHNOLOGY
 
 
TEC 501   Introduction to Technology
 
This course introduces various areas regarding technology in the school business office.  Included in this course will be an introduction to technology, the school network, security and risk management, IT security, and internet and email security.  Discussion questions will be part of the instruction in this course.
 
Course Hours: 4
Prerequisite:  ACC 103
Required Course 
 
 
 
 
MANAGEMENT SKILLS
 
 
MAN 601   Supervisory Skills I
 
This course introduces supervisory skills needed to manage a section or function.  Included in this course will be transitioning from a peer to supervisor, defining your personal behavioral style and how it affects your management style, the functions of a supervisor and tools to accomplish these functions. Class exercises and discussion questions will enhance the instruction of this course.
 
Class Hours: 4
Prerequisite:  None
Required Course  
 
 
MAN 602   Supervisory Skills II
 
This course is a continuation of MAN 601 Supervisory Skills I.  Included in this course is motivation of employees, defining what leadership style is appropriate when dealing with staff, strengthening a team and establishing goals to achieve a high performing staff.  Class exercises and discussion questions will be part of the instruction.
 
Course Hours: 4
Prerequisite:  MAN 601
Required Course
 
 
MAN 603     Supervisory Skills III
 
This course introduces the skills of staffing, recruiting and interviewing to create the business office you need, to cover the various areas of responsibilities of the office.  Also included will be instruction in developing job descriptions for the office covering key functions and responsibilities, interviewing, evaluating resumes as well as the laws affecting hiring employees.  Class exercises and discussion questions will enhance the instruction of this course.
 
Course Hours: 4
Prerequisite:  MAN 602
Required Course 
 
 
 
 
 

 

Business Office Specialist

 

Curriculum Course Outline and Catalog
 
 
ACCOUNTING
 
 
ACC 100   Introduction to Accounting
 
This course covers introduction to accounting principles.  Emphasis is placed on debits, credits, "T" accounts and journal entries. Class discussion questions and hands-on practice will enhance the learning experience.
 
Course Hours: 4
Prerequisites: None
Required Course  
 
 
ACC 101    Accounting Principles
 
This course covers introduction to accounting pertaining to public schools.  Emphasis is placed on the basics of accounting, governance and statutory authority for public schools, budgetary, fund and encumbrance accounting.  Class discussion questions will enhance the learning experience.
 
Course Hours: 4
Prerequisites:  ACC 100
Required Course
 
 
ACC 102     Accounting Practice I
 
This course covers accounting for transactions in the areas of cash receipts, encumbrances and payables, e-procurement, and various other general expenditures.  In addition, accounting for capital projects, fixed assets, journal entries and special issues facing the school business professional will be addressed.  Class discussion questions will be part of the instruction and enhancement of this class.
 
Course Hours: 4
Prerequisites: ACC 101
Required Course
 
 
ACC 103   Accounting Practice II
 
This course covers various aspects of the accounting process beginning with the history and current components of the State Uniform Chart of Accounts, including optional and required fields.  Other areas to be covered are accounting for allotments, the various types of allotments, carryover allotments, impact of the timing of allotments, and federal and state allotment requirements.  Correction of accounting errors will be covered in addition to discussion questions for all areas included in this class.
 
Course Hours: 4
Prerequisites:  ACC 102
Required Course
 
 
 
 
FINANCIAL MANAGEMENT
 
 
FMN 201   North Carolina Schools Accounting System and Accounting Systems of the Department of Public Instruction
 
This course covers the standards and procedures for the North Carolina Accounting System, featuring the Uniform Education Reporting System (UERS), explaining what is contained in this "umbrella", all areas it encompasses, and what it requires of the school system and the Department of Public Instruction.  Also included will be an overview to the various DPI systems included under UERS, such as NC Wise (soon to be converted to Power Schools), HRMS, TIMS, as it relates to financial information, and instruction in the financial reporting requirements to and from DPI on a monthly, weekly and annual basis. Also included will be an overview of the North Carolina Department of Public Instruction's systems such as the salary and licensure system, the DPI general ledger (MSA/DBS), cash management system, the DPI website, and the BUD system for adjustments, to learn what is contained in these systems, and how to utilize the data they contain.  An additional area of this course will be local school administrative units supported systems and the requirements that they must maintain and support. Discussion questions will be part of the instruction of this course

Course Hours: 4
Prerequisites:  ACC 103
Required Course
 


FMN 203   Allotment Management
 
This course covers the State Uniform Chart of Accounts in relationship to the Allotment Policy Manual.  Emphasis will be placed on the usage of funds and the coding for those expenditures within the various allotments, and understanding of the correlation between both of these documents.  Class discussion questions will be part of the learning experience.
 
Course Hours: 4
Prerequisites:   ACC 103
Required Course
 
 
FMN 204   Auditing and Internal Controls
 
This course will cover internal controls for the accounting of public funds in the school systems, including separation of duties.  In addition, an overview of single audit concepts with information regarding what they mean and what is included in relation to the school finance office.  Discussion questions will be included in the instruction.
 
Course Hours: 4
Prerequisites:  ACC 103
Required Course
 
 
 
LAW AND LEGAL RESPONSIBILITIES
 
   
LAW 301 Fair Labor Standards Act and Family Medical Leave Act Laws
  
This course covers information regarding the Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) laws and legal responsibilities.  Discussion questions will be part of the instruction of this course.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
 
LAW 302    Record Retention and Protection, Public Record Law and Contracts
  
This course introduces the relevant laws governing school systems in the areas of public record law, confidentiality, and record retention of public records.  Included in this class will be what can be provided to the public in the areas of email, personnel records as well as what should be protected by law.  In addition, introduction to contracts will be discussed.  Class discussion questions will be part of the learning experience. 
 
Course Hours: 4
Prerequisite:  LAW 301
Required Course
 
 
LAW 303   Ethics and Fraud
 
This class covers additional specific legal topics governing the public schools of North Carolina in the areas of ethics in the business office and fraud detection and prevention, disbursement of funds, negligence and program compliance. Included in the course will be how to establish an atmosphere conducive to reporting suspected fraud and ethical situations, what to do when you find situations of suspected fraud, and instruction regarding conflicts of interest in your school system.   Discussion questions and other methods of instruction will be included as part of the course.
 
Course Hours: 4
Prerequisite:  LAW 302
Required Course
 
 
 
 
BUSINESS OFFICE OPERATIONS
 
 
BUS 401     Business Communications
 
This course covers communications in the business office, including written communications (letters, emails, and grammar) and an overview of oral communications.  Discussion questions and other methods will be part of the instruction.
 
Course Hours: 4
Prerequisite:  None
Required Course
 
BUS 402   Organization and Workload Management
 
This course will cover organizing your work space, techniques and methods of multi-tasking and prioritizing, and data management (paper and electronic).   Participants will be exposed to various methods as well as class discussion questions as part of the course instruction.
 
Course Hours: 4
Prerequisite:  BUS 401
Required Course
 
 
BUS 403    Team Building
 
This course will introduce the concept of team building, consensus building, how to accomplish a goal, and other methods to function as a member of a team.  Role playing techniques, class discussions, and other methods of instruction will be included in this course.
 
Course Hours: 4
Prerequisite:  BUS 402
Required Course
 
 
BUS 404   Communications and Conflict Resolution
 
This course covers oral communications and the importance of developing strong active listening techniques.  Included is dealing effectively with others and techniques to defuse emotionally charged situations.  Role playing techniques and a wide variety of methods will be part of the instruction.
 
Course Hours:  4
Prerequisite:  BUS 401
Required Course


 
 
School Treasurer Academy
Certificate Program
 
Areas of Study/Course Catalog

LAW 201T  School Finance Law and Internal Controls
This course covers the North Carolina laws affecting individual school financial management, as well as
general school internal controls over cash receipts, cash disbursements, financial record keeping, bank
accounts, financial management, allotments and payrolls.  Also included will be internal and external
audit instruction.  Class discussion will enhance the learning experience.
Course Hours:  4
Prerequisite:  None
Required Course
ACC 101T  General Accounting Concepts
This course covers general accounting issues necessary to someone in a school responsible for
handling accounting responsibilities for the school and interacting with the school system's central finance
office.  Instruction will cover debits and credits, basic accounting principles (double entry accounting),
journal entries, central chart of accounts, individual school chart of accounts, budgeting, reporting and
appropriate uses of funds.  Class discussion will enhance the learning experience.
Course Hours:  3.5
Prerequisite:  LAW 201T
Required Course
ACC 102T  Cash Receipts
This course covers cash receipts issues encountered in the school for someone responsible for handling
and recording cash receipts.  Topics to be covered are the types of cash receipts, preparing the bank
deposit, recording deposits, requirements for donations, vending/sales of inventories, general school
fundraisers, NSF checks, investments, and daycare programs.  Participation in class discussion is an
integral part of the class.
Course Hours:  3.5
Prerequisite:  ACC 101T
Required Course
ACC 103T  Purchasing and Disbursements
This course addresses purchasing and disbursements involved in the individual school by the school
treasurer.  Topics to be covered are purchases using district (LEA) funds, purchasing using school
funds, contracts, verification of receipt of goods/services, issuing and voiding checks, cancelling
invoices, vendor set-up/management, 1099 reporting, sales and use taxes, reimbursements, and
escheats.  Class discussion will also be an important part of this class.
Course Hours:  3.5
Prerequisite:  ACC 102T
Required Course
ACC 104T  Human Resource and Payroll Management 
This course covers the areas of managing human resources and payroll in the individual school
and the interaction and responsibilities with the school system's central finance office.  Areas to
be discussed will include the hiring process, tracking and reporting hours worked, tracking and
reporting absences and substitutes, contractor vs. employee payments, Family Medical Leave
Act (FMLA), Fair Labor Standards Act (FLSA), extra duty pay, Worker's Compensation, volunteers
in schools, vendors/agents in schools, disability income plan, retirement system, and elective payroll
deductions.  Class discussion will enhance the learning experience.
Course Hours:  3.5
Prerequisite:  ACC 103T
Required Course
LAW 202T  Ethics, Fraud, and Audits
This course covers the responsibilities of the individual school treasurer in the areas of ethics, fraud
and audits.  Areas to be covered will be general business and financial ethics, specialized ethical
challenges in schools, identifying and preventing fraud, preparing for internal audits, and preparing
for external audits.  Class discussion will be part of the instruction in this course.
Course Hours:  3.5
Prerequisite:  LAW 201T
Required Course
ACC 105T  Special Topics in Financial Management
This class covers special topics encountered by the individual school treasurer, but not covered in
the other classes.  Areas to be covered will include the relationship with PTAs/PTSAs, the relationship
with booster clubs, relationships with business partners, relationships with student clubs and organizations,
controls over athletic ticket sales, specialized cash security/deposit concerns in secondary schools,
controls over athletic expenditures, payments to booking agents, officials, and security officers, and
controls over concession sales.
Although some of the topics may not currently be the responsibility of all attendees, it is felt that they
should be required to attend this class, as they may be put in a school where this knowledge is expected.
Also, due to the topics covered in this class, it is also felt that participants need to invite their principal to attend this
class with the school treasurer.  If the principal cannot attend, we would like to have the principal send one designee of their school, instead.  One suggestion for a designee would be the athletic director.
Course Hours:  4
Prerequisite:  ACC 102T
Required Course
BUS 201T  Sales and Use Tax
This class will address many of the issues you all experience working with NC sales and use taxes.  In this class you will be taught about the details in North Carolina sales and use tax that can help you get it right.  Some of the topics that will be covered include tax on subscriptions, tax on computer software and web-based services, taxable and tax-exempt sales, taxable services, tax on equipment leases, refundable taxes that are commonly overlooked,
nonrefundable taxes, record keeping requirements, and how to keep up with law changes and rate changes.
Course Hours:  4
Prerequisite:  ACC 103T 
Required Course
MAN 301T  Effective Communication
This course covers the importance of effectively communicating in a school.  Participants will understand how communication skills are crucial to a school's success and will learn the art of communicating more effectively.
The class will include the six elements of communication and tips on developing your image by using effective
communication.  The course includes lecture, group activities/discussions, self-assessment, and other methods
of instruction.
Course Hours:  4
Prerequisite:  None
Required Course
MAN 302T  Handling Difficult People
This course covers how to positively resolve negative situations with "win/win" techniques of empathy, respect, 
active listening, self-control and other conflict resolution skills.  Participants will understand how your
personality affects how one reacts in a difficult situation.  The course includes lecture, group activities/
discussions, case studies, role play and self-assessments.
Course Hours:  4
Prerequisite:  MAN 301T
Required Course
MAN 303T  Customer Service
This course will cover customer service and the importance of excellent customer service in schools.  What kind of memories do you create for the customers and the team
you work with daily?  What type of impression do you make in person, on the phone?  Is it a positive or negative
impression? Participants will recognize issues and situations that may be influenced by generational differences, apply practical tips for working successfully in a multi-generational workplace, effectively manage the impression he or she gives in person, and on the phone and discover tips in providing great customer service.  The course includes lecture, group activities/discussions, case studies, role play and self-assessments.
Course Hours:  4
Prerequisite:  MAN 302T
Required Course
MAN 304T  Time Management and Problem Solving
This course will cover the importance of good time management and problem solving skills in a school.  Managing time and effectively problem solving is a critical skill for being more productive and relieving stress.  This course will focus on the skills, tools and strategies for managing time appropriately, setting priorities and making time spent more productive by identifying and learning how to avoid time wasters.  The course will cover the problem solving model and keys in solving problems.  The course includes lecture, group activities/discussions, case studies, role play and self-assessments.
Course Hours:  4
Prerequisite:  MAN 301T
Required Course
School Principal Academy
Certificate Program
 
Areas of Study/Course Catalog

FIN 101P  School Law, Financial Management and Internal Controls

This course covers the North Carolina laws affecting individual school financial management, as well as general school internal controls over cash receipts, cash disbursements, financial record keeping, bank accounts, financial management, allotments and payrolls.  Also included will be internal and external audit instruction, and the role of the principal in overseeing the management of these functions.  Class discussion will enhance the learning experience.

Course Hours:  4
Prerequisite:  None
Required Course

 

FIN 102P  Special Topics in Financial Management

This class covers special topics encountered by the school principal, but not covered in the other classes.  Areas to be covered will include the relationship with PTAs/PTSAs/PTOs, the relationship with booster clubs, relationships with business partners, relationships with student clubs and organizations, controls over athletic ticket sales, specialized cash security/deposit concerns in secondary schools, controls over athletic expenditures, payments to booking agents, officials, and security officers, and controls over concession sales.

Although some of the topics may not currently be the responsibility of all attendees, it is felt that they should be required to attend this class, as they may be assigned to a school where this knowledge is expected.

Course Hours:  4
Prerequisite:  FIN 101P
Required Course

FIN 103P  Human Resource and Payroll Management

This course covers the areas of managing human resources and payroll in the individual school and the interaction and responsibilities with the school system's central finance office. 

Areas to be discussed will include the principal's responsibility in the hiring process, tracking and reporting hours worked, tracking and
reporting absences and substitutes, contractor vs. employee payments, Family Medical Leave Act (FMLA), Fair Labor Standards Act (FLSA), extra duty pay, Worker's Compensation, volunteers
in schools, vendors/agents in schools, disability income plan, retirement system, and elective payroll deductions.  Also included will be the responsibilities of payroll management.  Class discussion will enhance the learning experience.

Course Hours:  4
Prerequisite:  FIN 102P
Required Course

FIN 104P School Accounting and Budgeting - Concepts and Practices

This course covers the areas of the funding and accounting for the various areas of the school that are received from state, local and federal sources.  Included will be explanations of fund accounting, budgets and budget code structure of the chart of accounts, and what is contained and funded through each funding source.  How allotments are budgeted and accounted for is an integral part of this course, and the role of the school principal with the school system's finance officer. Class discussion will be part of the requirements of  the learning experience.

Course Hours:  4
Prerequisite:  FIN 103P
Required Course

 

 

 
 
 

 North Carolina Association of School Business Officials


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