CFPM Workshops

Comprehensive Financial Projection Model (CFPM) Fall Workshops

Piper Jaffray and ISFIS would like to present you with a great learning opportunity.  We will be hosting a series of workshops where you will have the chance to complete an in-depth five-year projection model for your district.  We will be utilizing the Comprehensive Financial Projection Model (CFPM) developed in partnership with our entities.  The CFPM provides you with a five-year projection of property tax rates, unspent authorized budget, solvency ratio and a detailed aid and levy worksheet for FY 2021 through FY 2025.  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 public.

There is no charge for the software; however, to cover the costs of the conference and meal we are charging a fee of $75 for the first person and $50 for each additional person from your district.  We encourage both superintendents and business officials from districts to join us as a team.

 

Registration

Register for a workshop.  We encourage SBOs and Supts to attend as a team.  Please complete one registration for each person who will be attending.  Registration fees will be invoiced to the district by ISFIS after the workshop.  For questions, contact Jen Albers at ISFIS

 

Dates and Locations

Tuesday, October 22, 2019

Council Bluffs Educational Service Center
300 W Broadway, Suite 1600 | Council Bluffs, IA 51503

 

Wednesday, October 23, 2019

FFA Enrichment Center
1055 Southwest Prairie Trail Parkway | Ankeny, IA 50023

 

Thursday, October 24, 2019

Sondheim Center
200 North Main Street | Fairfield, IA 52556

 

Tuesday, October 29, 2019

Wild Rose Casino
777 Main Street | Emmetsburg, IA 50536

 

Wednesday, October 30, 2019

Hotel Winn
104 E Water Street | Decorah, IA 52101

 

Thursday, October 31, 2019

The Hotel at Kirkwood Center
7725 Kirkwood Blvd SW | Cedar Rapids, IA 52404

 

Tentative Agenda 

9:45 am

Workshop Registration

10:00 am

Welcome, Mission and Goals

 

School Finance 301 & Common Terminology

 

Update on Statewide Penny

 

CFPM Model Walk Through & Setup

11:45 am

Lunch

12:45 pm

CFPM Model Iterations

 

Using the Model

 

Model Reporting

1:45 pm

Break

 

Develop Your Presentation/Next Steps

3:00 pm

Workshop Concludes

 

 

 

 

 

 

 

 

 

 

 

 

Materials Required   

  • WiFi-enabled laptop with Microsoft Excel, Windows version preferred (and power cord)

  • Certified CAR FY 2019

  • Certified Enrollment as of October 2019

  • Enrollment by Grade Level (BEDS)

  • Resident Special Ed Counts by Level

  • Estimated Special Education Surplus or Deficit for FY 2019

  • Sign on for Dept. of Ed. Portal

 

Registration

Register for a workshop.  We encourage SBOs and Supts to attend as a team.  Please complete one registration for each person who will be attending.  Registration fees will be invoiced to the district by ISFIS after the workshop.  For questions, contact Jen Albers at ISFIS.

 

Download our CFPM Fall Workshop Flyer to print and share with your team.