CFPM Workshops

Comprehensive Financial Projection Model (CFPM) Fall Workshops

CFPM 2026 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 budget 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 2028 through FY 2032. 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. We will also cover updates incorporated into the Model as a result of the most recent legislative session.

The CFPM software is available for no charge to ISFIS Finance Subscribers and Piper Sandler customers; however, to cover the costs of the workshop and meal, we are charging a fee of $99 for the first person and $69 for each additional person from your district that attends. Superintendents and business officials from your district are encouraged to join us at the workshops as a team. As a result of your feedback wanting more personalized attention and support, we are eliminating the virtual workshop and instead adding another in-person workshop location. We will also have some instructional videos available after the workshops for those unable to attend a session in person. Space is limited at some locations, so please register in advance to help us plan.

 

Registration

While we encourage SBOs and Supts to attend as a team, we request that 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.

2026 Fall Workshops Registration will be open shortly.

 

Dates, Times and Locations

This year, we have five in-person locations (Cedar Rapids, Council Bluffs, Des Moines, Mason City, and Storm Lake). Each workshop will run from 9:30 am to 3:30 pm, and offer dedicated time for your team to work through the projections and interact with our staff.

 

Tuesday, October 20, 2026 - Storm Lake

Workshop will be held from 9:30am - 3:30pm and includes lunch.

King's Pointe Resort, 1520 E Lakeshore Drive | Storm Lake IA 50588

 

Thursday, October 22, 2026 – Mason City

Workshop will be held from 9:30am-3:30pm and includes lunch.

NIACC, Pappajohn Business Center, 500 College Drive | Mason City, IA 50401

 

Monday, October 26, 2026 - Cedar Rapids

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

 

Tuesday, October 27, 2026 - Council Bluffs

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

 

Friday, October 30, 2026 - Des Moines

Workshop will be held from 9:30am - 3:30pm and includes lunch.

Solution Tree Training Center, Weitz Building (across from Hilton Des Moines Downtown), 611 5th Avenue | Des Moines, IA 50309

 

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.

  • 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.

  • 10-key, Mouse, and Other Peripherals (whatever you're used to using)

  • Certified CAR Reports from FY 2026 (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.

    • FY 2026 Balance Sheet by Fund

    • FY 2026 Budget Crosswalk

    • FY 2026 Expenditures by Fund, Function, Object (General Fund - All Facilities)

    • FY 2026 Expenditures by Fund, Function, Object (Management Fund - All Facilities) 

    • FY 2026 Miscellaneous Income and Actual Expenditures

  • PDF/Screenshot of Estimated Special Education Supplement Surplus or Deficit for FY 2026 (Screen Eight)

  • Your DE district ID and password to access the portal

  • Please have copies of the following documents available in the event the DE Portal is unavailable during the meeting:

    • Enrollment Counts Certified Enrollment as of October 2026 (SRI Summary Comparison)

    • Enrollment by Grade Level (BEDS) - Kids in Seats

    • ESA Counts - Certified Enrollment

    • Resident Special Ed Counts by Level

 

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.

2026 Fall Workshops Registration will be open shortly.

 

 

CFPM User Webinar Series

Again this year, we will be offering a series of CFPM User Webinars to help you update and utilize your model throughout the year. Whether you're a Regular CFPM user or a Pro Subscriber, dust off your model file and join us for these webinars where we share reminders and helpful hints to ensure you are getting the most out of your CFPM. 

  • December 2026 Date Coming Soon - CFPM Workshop Follow-Up & Monthly Financials
  • February 2027 Date Coming Soon - CFPM Update & Preparing for Negotiations
  • March 2027 Date Coming Soon - CFPM Update & Certified Budget

 

 

ISFIS CFPM FY 2027 Pro Model Subscription

The CFPM Pro Model Subscription will be available for FY 2027 at $2,300, beginning in October 2026. 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 strongly 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.

 

 

ISFIS partners have decades of experience working with schools, in public policy, and data analysis. We’re here to share our experience and expertise with Iowa public schools through our mission to help schools elevate their output while lightening their workload. Learn more about ISFIS and what we do for Iowa schools.