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On Demand

2021 MASBO Tax Levy Workshop


Total Credits: 3 including 3 Board of School Administrators Credit(s), 3 MASBO Credit(s)

Presenters:
Daley Lehmann |  Terri Yetter |  Jason Reil
Duration:
3 Hours 46 Minutes
Format:
Audio and Video
Original Program Date:
Sep 09, 2021
Access:
Never expires.



Description

The 2021 Tax Levy Workshop will be held virtually 9/9 and in-person 9/10. Followed by a live question-and-answer session on 9/15.

Completion Criteria

To complete this workshop and receive the 3 MASBO and BOSA credits, you must attend each of the live sessions offered in the workshop, and complete the session evaluation offered after the sessions are complete. You must attend no less than 90% of a session to be marked complete. Archives of the live sessions will be made available following the event and can be watched to receive credit, as well. 

Agenda for 9/9 Webinar and 9/10 In-Person

Please note: All live sessions are recorded and will be made available as an archive following the event.

8:30 - 9:30 am
Where Do the Numbers Come From? 
This presentation will provide background and context for where the numbers come from.
Presented by Jason Reil

9:30 -11:30 am
Levy Certification
Terri will walk through a step-by-step of the levy reports, highlighting important changes.
Presented by Terri Yetter and Daley Lehmann

11:30 am - Noon
Levy Certification
Daley will review the levy process, and include important information going forward.
Presented by Daley Lehmann

Noon - 1:00 pm
Lunch

Presented Virtually on 9/15

10:00 - 11:00 am
Follow-Up Q&A Session
In this live session, Terri and Daley will provide updates from the workshop, and answer your questions. Submit your specific questions in advance, or listen in to learn from others.
Presented by Daley Lehmann and Terri Yetter

 

Handouts

Presenter

Daley Lehmann Related Seminars and Products

Assistant Director - School Finance

Minnesota Department of Education


Terri Yetter's Profile

Terri Yetter Related Seminars and Products

Assistant Director, School Finance

Minnesota Department of Education


Terri Yetter is the Director of the School Finance Division at the Minnesota Department of Education (MDE). The division provides support to state policymakers in developing and evaluating education finance policy; implements the state’s pre-K through grade 12 education finance program by determining state aid entitlements and property tax levy limitations for local education agencies; maintains the state’s Uniform Financial Accounting and Reporting Standards (UFARS), Minnesota Automated Reporting for Students System (MARSS), and Special Education Data Reporting Application (SEDRA); administers agency programs relating to school facilities, pupil transportation, and school district organization; provides financial management assistance to local education agencies; and conducts financial audits on data driving school aids and levies.

Terri has 30 years of experience in the School Finance Division at MDE. She holds a Master of Arts in Urban and Regional Planning from the University of Iowa, with a concentration in public finance and economic analysis. Before joining MDE, Terri worked for the Iowa Legislative Fiscal Bureau as a legislative fiscal analyst for the education funding committees.


Jason Reil Related Seminars and Products

Levy Coordinator

Minnesota Department of Education


Jason has worked at MDE for the past three years as the levy coordinator.  Prior to that, he spent 20 years in the U.S. Air Force.  With the last seven year of his career, identifying the required manning in each career field to aid in developing the Air Force's and Department of Defense's annual budgets.