Comprehensive Financial Projection Model (CFPM) Fall Workshops
CFPM 2025 Fall Workshop Details
ISFIS and Piper Sandler will again be hosting a series of fall workshops where you will have the opportunity to complete an in-depth five-year comprehensive projection model for your district. We will utilize the Comprehensive Financial Projection Model (CFPM) developed in partnership with our entities. The CFPM provides a five-year projection of unspent authorized budget, tax rates, solvency ratio, and a detailed aid and levy worksheet for FY 2027 through FY 2031. We will also cover customizable financial reporting templates, and you will leave with a district-specific 5-year presentation that can be shared with your Board and the public.
The CFPM software is available for no charge to ISFIS Finance Subscribers and Piper Sandler customers; however, to cover the costs of the in-person conference and meal, we are charging a fee of $95 for the first person and $65 for each additional person from your district that attends one of the in-person sessions. Superintendents and business officials from your district are encouraged to join us at the workshops as a team. The virtual session is free, though we strongly encourage in-person attendance for any new SBOs or anyone new to the CFPM Model, to allow for more personalized attention and support. Space is limited at both the in-person and virtual sessions, so please register in advance to help us plan.
Registration
While we encourage SBOs and Supts to attend as a team, we request you please complete one registration for each person who will be attending to ensure we have contact information for each attendee. Registration fees will be invoiced to the district by ISFIS after the workshop. For questions, contact Jen Albers at ISFIS. REGISTER HERE
Dates, Times and Locations
This year, we are again offering four in-person locations (Cedar Rapids, Council Bluffs, Des Moines, and Storm Lake) and one virtual session. Based on your feedback, the in-person sessions will be extended this year, beginning earlier and ending later, running from 9:30 am to 3:30 pm, to offer additional dedicated time for your team to work through the projections and interact with our staff.
Friday, October 24, 2025 - Storm Lake In-Person Session
Workshop will be held from 9:30am - 3:30pm and includes lunch.
King's Pointe Resort, 1520 E Lakeshore Drive | Storm Lake IA 50588
Monday, October 27, 2025 - Cedar Rapids In-Person Session
Workshop will be held from 9:30am - 3:30pm and includes lunch.
The Hotel at Kirkwood Center, 7725 Kirkwood Blvd SW | Cedar Rapids, IA 52404
Wednesday, October 29, 2025 - Des Moines In-Person Session
Workshop will be held from 9:30am - 3:30pm and includes lunch.
Des Moines Botanical Center, 909 Robert Ray Drive | Des Moines, IA 50309
Thursday, October 30, 2025 - Council Bluffs In-Person Session
Workshop will be held from 9:30am - 3:30pm and includes lunch.
Lewis Central CSD, Operations Building, 3902 Harry Langdon Blvd | Council Bluffs IA 51503
Monday, November 3, 2025 - Virtual
Virtual workshop will be held from 1 - 4pm via Zoom. (Experienced SBOs and previous CFPM Model Users Only, we strongly encourage in-person attendance if at all possible, for more personalized support and assistance.)
Materials Required
More details and specific instructions will be circulated to those registered via email about a week before the workshop, but here is the initial list.
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Laptop & Power Cord - Wifi-enabled laptop with Microsoft Excel loaded. If you use a Mac, it is strongly recommended that you use the Windows version of Excel. Talk to your Tech Administrator in advance.
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10-key, Mouse, and Other Peripherals (whatever you're used to using)
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Certified CAR Reports from FY 2025 (in original unchanged Excel format as downloaded, not PDF or Google Sheets). Have these downloaded to a place on your computer where you can easily find them during the workshop.
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FY 2025 Balance Sheet by Fund
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FY 2025 Budget Crosswalk
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FY 2025 Expenditures by Fund, Function, Object (General Fund - All Facilities)
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FY 2025 Expenditures by Fund, Function, Object (Management Fund - All Facilities)
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FY 2025 Miscellaneous Income and Actual Expenditures
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PDF/Screenshot of Estimated Special Education Supplement Surplus or Deficit for FY 2025 (Screen Eight)
- Your DE district ID and password to access the portal
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Please have copies of the following documents available in the event the DE Portal is unavailable during the meeting:
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Enrollment Counts Certified Enrollment as of October 2025 (SRI Summary Comparison)
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Enrollment by Grade Level (BEDS) - Kids in Seats
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ESA Counts - Certified Enrollment
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Resident Special Ed Counts by Level
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Registration
While we encourage SBOs and Supts to attend as a team, we request you please complete one registration for each person who will be attending to ensure we have contact information for each attendee. Registration fees will be invoiced to the district by ISFIS after the workshop. For questions, contact Jen Albers at ISFIS. REGISTER HERE
ISFIS CFPM FY 2026 Pro Model Subscription
The CFPM Pro Model Subscription will be available for FY 2026 at $2,300, beginning in the fall. The Pro Model Subscription includes setup of your district's model by ISFIS or Piper Sandler staff, one-on-one discussion around your district's setup assumptions within the model and enhanced scenario assistance, as well as a virtual presentation of your projection to district stakeholders upon request. Pro Model Subscribers are also encouraged to attend these CFPM Fall Workshops to learn more about the model setup, use, and scenarios. Learn more about the CFPM Pro Model at www.iowaschoolfinance.com/cfpm, by attending the CFPM Fall Workshops, or by emailing Jen Albers.