Join us for an engaging and informative welcome session led by our School Financial Services Leadership Team. This is a fantastic opportunity to:

• Meet Our Support Teams: Get to know the dedicated professionals who are here to assist you throughout the workshop and beyond.
• Break the Ice: Participate in fun and interactive activities designed to help you connect with fellow attendees.
• Enjoy Light Refreshments: Relax and recharge with a selection of light refreshments while networking with peers.

We look forward to welcoming you and ensuring you have a productive and enjoyable experience!

Location LACOE Education Center, 9300 Imperial Hwy, Downey, CA 90242 (EC-281)

General Ledger workshop will cover topics 1) reconciling Accounts Payable liability, Voluntary Deductions, and Salaries Payable; 2) system processes such as closing periods in FIN, cash balances; 3) tips on JVA UPDOCs and errors; 3) Unaudited Actuals.
Presenters: Susan Oh, Sam Lai, and Francisco San


Location 9300 Imperial Hwy, Downey, CA 90242 (EC-281)

Purchase Orders/Inventory: This workshop covers topics related to year-end closing timelines and procedures for requisitions, purchase orders, and inventory.
Presenters: Jessi Uranga and Ed Panganiban

Fixed Assets: This workshop will discuss Fixed Assets (FA) closing processes, including annual mass depreciation, for districts that utilize the FA module in FIN.
Presenter: Ivan Lui


Location 9300 Imperial Hwy, Downey, CA 90242 (EC-202)

Note: Lunch will not be provided.

This workshop will cover topics related to year-end closing timelines, payment request details, warrant cancellations and year-end commercial claims requirements and tips.
Presenters: Edgar Estrada, Diana Rodriguez, and Bree Santana


Location 9300 Imperial Hwy, Downey, CA 90242 (EC-281)

This workshop will have 1) Revenue and Apportionment portion will cover topics such as school deposits, revenue, and interest accruals and 2) closing procedures for those districts that utilize the Accounts Receivable (AR) Module in FIN.
Presenters: Carolina Diaz, Christina Huang, and Becky Yang
Location 9300 Imperial Hwy, Downey, CA 90242 (EC-202)