CFPM Workshops

Comprehensive Financial Projection Model (CFPM) Fall Workshops

ISFIS and Piper Sandler will again be hosting a series of workshops where you will have the chance to complete an in-depth five-year comprehensive 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 2020 through FY 2026. 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 CFPM basic software, included with ISFIS finance subscription; however, to cover the costs of the in-person conference and meal, we are charging a fee of $75 for the first person and $50 for each additional person from your district that attend one of the in-person sessions. The virtual sessions are free. We encourage both superintendents and business officials from districts to join us as a team. Space is limited at both the in-person and virtual sessions, so please register in advance.

 

Registration

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. Click Here to Register

 

Dates, Times and Locations

We are offering two in-person locations, 3 virtual sessions for anyone, and 3 virtual sessions at a faster pace for those experienced CFPM users. Space is limited at each session.

 

Tuesday, October 27, 2020 - Ankeny In-Person Session

Workshop will be held from 11am-4pm and includes lunch. (Participants are encouraged to come early and watch the IASBO Fall Workshop Keynote Address together from 10-11am, prior to the start of our workshop.)

FFA Enrichment Center1055 Southwest Prairie Trail Parkway | Ankeny, IA 50023

 

Wednesday, October 28, 2020 - Virtual (Faster Paced Session for experienced CFPM users)

Virtual workshop will be held from 9-10:30am.

 

Thursday, October 29, 2020 - Cedar Rapids In-Person Session

Workshop will be held from 10am-3pm and includes lunch.

The Hotel at Kirkwood Center7725 Kirkwood Blvd SW | Cedar Rapids, IA 52404

 

Tuesday, November 3, 2020 - Virtual

Virtual workshop will be held from 1-3pm.

 

Wednesday, November 4, 2020 - Virtual

Virtual workshop will be held from 1-3pm.

 

Thursday, November 5, 2020 - Virtual

Virtual workshop will be held from 1-3pm.

 

Tuesday, November 10, 2020 - Virtual (Faster Paced Session for experienced CFPM users)

Virtual workshop will be held from 9-10:30am.

 

Thursday, November 12, 2020 - Virtual (Faster Paced Session for experienced CFPM users)

Virtual workshop will be held from 9-10:30am.

 

Materials Required   

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

  • Certified CAR FY 2020

  • Certified Enrollment as of October 2020

  • Enrollment by Grade Level (BEDS)

  • Resident Special Ed Counts by Level

  • Estimated Special Education Surplus or Deficit for FY 2020

  • Sign on for Dept. of Ed. Portal

 

Registration

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.  Click Here to Register