Division of Financial Compliance Presentations

Recent staff presentations:

TASA Midwinter FIRST January 2018 (PDF 3130KB) - Presented by David Marx

Charter School Summer Summit 2016 (PDF 1693KB) - Presented by David Marx and Paul Moreno

 Recent Changes and the Annual Financial Report Submission - Presented by Paul Moreno, October 2015 at Region 20 ESC

Charter School Summer Summit (PDF, 489KB) - Presented by David Marx, Paul Moreno, and Michael Richmond, June 2015

TASBO 2015 Annual Conference (PDF, 1500KB) - Presented by Yolanda Walker and Michael Needham, February 2015

TASBO 2015 Annual Conference (PDF, 476KB) - Presented by David Marx, Paul Moreno, and Patrick Baker, February 2015

        Presentation Handouts (PDF, 64KB)

Gulf Coast TASBO: Financial Compliance HOT Spots! (PDF, 1200KB) - Presented by David Marx, January 2015

Changes to the Annual Financial Report Data Feed Submission (PDF, 1100KB) - Presented by David Marx and Paul Moreno, September 2013

Texas Society of Certified Public Accountants (TSCPA) Texas School District Conference (PDF, 512KB) - Presented by Michael Richmond and Paul Moreno, June 2013

Office of School Finance Update (PDF, 111KB) - Presented by Lisa Dawn-Fisher, May 2013

Charter School Orientation: Fiscal Requirements (PDF, 1963KB) - Presented by Roger Hingorani, May 2012

Charter School Orientation: Fiscal Requirements (PDF, 1943KB) - Presented by Jose de la Garza and Lance McMillan, February 2012

Generation 17 Charter School Applicant Conference (PDF, 281KB) - Presented by Paul Moreno, October 2011 and December 2011

        Example Template - Supporting Calculations for the Year One Budget (Excel, 49KB)

        Example Template - Supporting Calculations for the Year One Budget (PDF, 21KB)

NCLB Management Institute: Time & Effort Requirements (PDF, 1470KB) - Presented by Roger Hingorani, June 2011