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Treasurer Course Catalog
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School Treasurer Academy   (12 classes - each class is 3.5 hours)
 
 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:  3.5
Prerequisite:  None

 
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
 
 
 
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
 
 
 
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

 
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
 
 
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

 
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:  3.5
Prerequisite:  ACC 102T

 
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:  3.5
Prerequisite:  ACC 103T  
 
 
 
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:  3.5
Prerequisite:  None

 
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:  3.5
Prerequisite:  MAN 301T

 
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:  3.5
Prerequisite:  MAN 302T

 
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:  3.5
Prerequisite:  MAN 301T

  
 
© North Carolina Association of School Business Officials

164 Beane Run,
Rockingham, NC 28379

Tel: 910.331.0841
E-mail: ncasbo@ncasbo.com