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Event Detail Agenda Sessions Presenters 
SFS Professional Development Day
02/04/2026
Conference Agenda
02/04/2026
Welcome & Opening Remarks (9:00 am - 9:15 am)
Location ECW Conference Center
KEYNOTE SPEAKER (9:15 am - 9:45 pm)
Location ECW Conference Center

Artificial Intelligence (AI) in Schools
9:15 am - 9:45 pm
Lead Presenter Christopher Hoang, Ed.D  
Session 1 (10:00 am - 10:45 am)

Basic to Intermediate Workflow
10:00 am - 10:45 am

Join us as we introduce the basics of workflow and go on to intermediate workflow process and setup. We’ll explore a helpful list of dos and don’ts, stressing the importance of when less is more.

Suggested Audience: District Security Administrators (DSA) and Staff responsible for setting up Workflow in the Advantage System
Location Conference Room 604

Budget System Planning Timeline & Requirements
10:00 am - 10:45 am

Join us for an in-depth look at budgeting system timelines and key planning stages. This session will help you anticipate deadlines, streamline processes, and prepare for a successful fiscal year. Don’t miss the chance to get your questions answered and gain practical insights!

Suggested Audience: Fiscal Leadership and Budget Development Staff


Location Conference Room B
Lead Presenter Anthony Diep  Co-Presenter(s): Neeti Rajput, Yesenia Requena

FULL CalSTRS Introduction to SEW - Membership Forms
10:00 am - 10:45 am
This workshop will walk you through the steps to obtain access to the CalSTRS Secure Employer Website.  You'll learn basic navigation functions and features.

Suggested Audience: New district HR/Payroll staff and staff that may need an update on the new CalSTRS employer site
Location Conference Room 602

Human Resources Fiscal Year-End Updates
10:00 am - 10:45 am
At Fiscal Year End, districts are expected to update configuration for the new fiscal year.  Such as HOLI (Holiday Schedule), WKCY (Work Cycle), etc.

Suggested Audience: Human Resources and Payroll Management & Staff
Location Conference Room A

FULL Resolving Common PO Errors and Tips for Modifications
10:00 am - 10:45 am

At Fiscal Year End, districts are expected to update configuration for the new fiscal year.  Such as HOLI (Holiday Schedule), WKCY (Work Cycle), etc.

 

Suggested Audience: Human Resources and Payroll Management & Staff


Location Conference Room 601

Top Credential FAQs, Cred Hiring Hierarchy, and Power BI Cred Report Overview
10:00 am - 10:45 am

We'll address the most common credential questions our office receives, review the permit and credential hiring hierarchy, and demonstrate an important credential report tool available in Power BI for HCM districts.

Suggested Audience: Staff responsible for teacher credentialing
Location Conference Room 610

The Playground
10:00 am - 10:45 am
Step into The Playground—a dynamic, convention-style experience designed to connect you with the people and resources that power your success. Explore interactive booths hosted by our event sponsors and meet the dedicated teams from School Financial Services and Business Advisory Services. Whether you’re looking for expert guidance, hands-on demos, or networking opportunities, The Playground is your hub for discovery and collaboration.

Location Conference Room C
Session 2 (11:00 am - 11:45 am)

FULL Big Beautiful Bill (AB 374) Changes - How Will Your District Be Affected
11:00 am - 11:45 am

This session explores how The Big Beautiful Bill affects payroll operations.  Key topics include new deductions for overtime, updates to employer reporting, and how payroll systems must adapt.

Suggested Audience: HR/Payroll Staff


Location Conference Room B

FULL CalPERS Membership & Election Forms
11:00 am - 11:45 am

This workshop will explain CalPERS membership rules & election forms; and provide retired annuitant guidelines.

Suggested Audience: HR/Payroll Staff
Location Conference Room 604

FULL Fact or Fraud? Can You Spot the Red Flags?
11:00 am - 11:45 am

This workshop will provide tips on updating vendor details including bank accounts and identifying red flags in requests for changes in vendor details.  Topics include the proper district process, proper documentation requirements, using the Early Warning Services, critical steps to take to prevent fraud, and what to do once fraud is detected on a vendor account. Discover practical tips and insights you can apply immediately.

Suggested Audience: Accounts Payable, Vendor Maintenance


Location Conference Room 602

FULL Fiscal Stabilization Plans
11:00 am - 11:45 am

Gain a clear understanding of Fiscal Stabilization Plans: what they are, when they’re required, and why they’re critical for district solvency.  We’ll outline the common factors and walk through the core components LACOE expects, so you can prepare a plan that supports long-term stability.

Suggested Audience: Chief Business Officials & Fiscal Directors


Location Conference Room 601

FULL HCM Advantage Overview
11:00 am - 11:45 am

Recommended Track: Part 1

Discover how integrated HR and payroll systems streamline operations and improve efficiency. This session provides a high-level overview of key features and benefits, outlines best practices for data accuracy and workflow management, and highlights the behavior changes needed for successful adoption.

Suggested Audience: Fiscal and Payroll Staff; Most beneficial for districts/agencies who recently implemented HCM in April 2025 and will implement in April 2026


Location Conference Room A

The Playground
11:00 am - 11:45 am
Step into The Playground—a dynamic, convention-style experience designed to connect you with the people and resources that power your success. Explore interactive booths hosted by our event sponsors and meet the dedicated teams from School Financial Services and Business Advisory Services. Whether you’re looking for expert guidance, hands-on demos, or networking opportunities, The Playground is your hub for discovery and collaboration.

Location Conference Room C
Lunch will be provided. (11:45 am - 1:00 pm)
Session 3 (1:00 pm - 1:45 pm)

PANEL: Hear It from the Pros: Unlocking HR and Position Control Success in HCM
1:00 pm - 1:45 pm

Recommended Track: Part 2

Join the conversation! Hear directly from LACOE experts and your peer District/Agency Customers as they share insights on how BEST Advantage HCM is transforming personnel management and position control through smarter efficiencies and standardization.

Suggested Audience: Fiscal and Human Resources Staff; Most beneficial for districts/agencies who recently implemented HCM in April 2025 and will implement in April 2026


Location Conference Room B

FULL Bidding for School Districts
1:00 pm - 1:45 pm

Join us to understand bidding exceptions for California Public Schools while staying compliant with the law.

Suggested Audience: Accounts Payable and Purchasing Management & staff


Location Conference Room 601

FULL Mass Retro (HRS/ HCM)
1:00 pm - 1:45 pm

Collective bargaining often results in employee retroactive salary changes.  This workshop is intended to explain mass retro-pay processing from negotiations to retro payout.

Suggested Audience: HR/Payroll staff


Location Conference Room A

Navigating Changes with Resilience and Wellbeing
1:00 pm - 1:45 pm

This workshop provides educators and school staff with practical tools to navigate ongoing change with resilience and wellbeing.  Participants will explore common reactions to transition, clarify what they can and cannot control, and learn simple, restorative strategies to stay grounded, connected and emotionally regulated during challenging times.

Suggested Audience: Anyone


Location Conference Room 610

FULL School Accounting Basics
1:00 pm - 1:45 pm

This workshop will cover introduction to SACS accounting formats, balancing by Fund, Sub-Fund, Resource, Project Year, and cash impact.

Suggested Audience: Staff who are new to school accounting and those who enter journals in FIN


Location Conference Room 602
Lead Presenter Veon Ng  Co-Presenter(s): Francisco San

Top Misassignments and Key Resources for Appropriate Assignments
1:00 pm - 1:45 pm

This session covers the top educator misassignments, essential resources for verifying appropriate assignments, and key CalSAAS tools, followed by Q&A.

Suggested Audience: HR Staff responsible for Teacher Credentials


Location Conference Room 604

The Playground
1:00 pm - 1:45 pm
Step into The Playground—a dynamic, convention-style experience designed to connect you with the people and resources that power your success. Explore interactive booths hosted by our event sponsors and meet the dedicated teams from School Financial Services and Business Advisory Services. Whether you’re looking for expert guidance, hands-on demos, or networking opportunities, The Playground is your hub for discovery and collaboration.

Location Conference Room C
Session 4 (2:00 pm - 2:45 pm)

FULL Cash in County Treasury and Property Tax Revenue Reconciliation
2:00 pm - 2:45 pm

This workshop provides an overview of our Cash in County Treasury and Property Tax reconciliation processes. Participants will learn how we ensure that a). Cash In County Treasury transactions recorded in BEST Advantage system align with recorded transactions in LA County Controller Office's accounting system; and b). Property taxes received from LA County and other Counties during the fiscal year are reconciled with LA County Controller Office's accounting records and properly reported in the annual J29 Property Tax report. The session will also provide our techniques for identifying discrepancies, resolving issues, correcting reconciling items and maintaining accuracy in financial and property tax revenue reports.

Suggested Audience: Accounting, Financial, Fiscal and/or Business Staff


Location Conference Room 602

FULL Quarterly Interest Process: Interest Journals, Reports & Rate Calculation
2:00 pm - 2:45 pm

This session provides an overview of the FIN Quarterly Interest Process.   Learn how interest journals are posted, where to access the interest reports, and how to calculate the school rate.

Suggested Audience: Accounting, Finance and/or Fiscal Staff


Location Conference Room 604

FULL Payroll Essentials: Warrants, Direct Deposits, and ACH Transactions, Cash Collection
2:00 pm - 2:45 pm

This class explains payroll warrants, direct deposits, and ACH processes, providing a clear understanding of how payroll transactions are issued, processed, and reconciled.  Participants will learn the key steps, timelines, and best practices to ensure accurate and efficient payroll payments.

Suggested Audience: HR/Payroll Staff


Location Conference Room B

FULL Purchasing to Payment: How to make your payments process seamlessly
2:00 pm - 2:45 pm

This workshop will highlight various procedures between POs and Payment documents that will help users process payments more efficiently.

Suggested Audience: Procurement & Accounts Payable Staff


Location Conference Room 601

FULL Retirement: Pension Profile Updates for HCM PERS
2:00 pm - 2:45 pm

Join us to explore Pension profile updates: setting up a new member, editing, deleting, ending membership, transitioning from Non-Member to Member, Member to Non-Contributory.

Suggested Audience: HR/Payroll Staff


Location Conference Room A

The Playground
2:00 pm - 2:45 pm
Step into The Playground—a dynamic, convention-style experience designed to connect you with the people and resources that power your success. Explore interactive booths hosted by our event sponsors and meet the dedicated teams from School Financial Services and Business Advisory Services. Whether you’re looking for expert guidance, hands-on demos, or networking opportunities, The Playground is your hub for discovery and collaboration.

Session 5 (3:00 pm - 3:45 pm)

PANEL: Hear It from the Pros: Unlock Payroll Power with HCM
3:00 pm - 3:45 pm

Recommended Track: Part 3

Connect with LACOE experts and your peer District/Agency Customers in this panel discussion focused on mastering payroll integrations and reporting.

Suggested Audience: Fiscal and Payroll Staff; Most beneficial for districts/agencies who recently implemented HCM in April 2025 and will implement in April 2026


Location Conference Room B

FULL Annual Audit Essentials: Review of Annual Audit Reports and Contracts
3:00 pm - 3:45 pm

This workshop provides an overview of the Los Angeles County Office of Education's review process for districts' annual audit reports and districts' annual audit contracts, focusing on compliance and submission requirements.

Suggested Audience: Staff participating in Annual Audit Process; Accounting, Finance, Fiscal and/or Business Staff


Location Conference Room A

FULL Cash Collection & Balance Adjustments
3:00 pm - 3:45 pm

We’ll explore two important aspects of payroll operations: cash collection and balance adjustments.  These processes play a key role in maintaining accurate financial records and ensuring compliance with internal controls and regulatory standards.

Suggested Audience: Payroll Managers & Payroll Specialists


Location Conference Room 601

FULL Payroll Tax Reconciliation
3:00 pm - 3:45 pm

Tips on reconciling your daily Payroll Tax accrual against payments, including reports, queries, and error accounts.

Suggested Audience: Users who remit payroll tax payments


Location Conference Room 610
Lead Presenter Susan Oh  Co-Presenter(s): Sam Lai

FULL Retirement: Pension Profile Updates for HCM STRS
3:00 pm - 3:45 pm

Join us to explore pension profile updates in HCM: setting up a new member, editing, deleting, ending membership, transitioning from Non-Member to Member.

Suggested Audience: HR/Payroll Staff


Location Conference Room 602

FULL Unlock the Power of FIN: Fixed Assets & Receivables
3:00 pm - 3:45 pm

Are you getting the most out of your financial data? Stop letting manual processes slow you down.  This workshop moves beyond the basics to show you exactly how to leverage the Fixed Assets and Accounts Receivable modules in FIN.

Suggested Audience: Anyone


Location Conference Room 604

The Playground
3:00 pm - 3:45 pm
Step into The Playground—a dynamic, convention-style experience designed to connect you with the people and resources that power your success. Explore interactive booths hosted by our event sponsors and meet the dedicated teams from School Financial Services and Business Advisory Services. Whether you’re looking for expert guidance, hands-on demos, or networking opportunities, The Playground is your hub for discovery and collaboration.


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