Build a stronger foundation for federal fiscal compliance with the Fiscal Foundations workshop series. These sessions are designed to help school leaders, business office personnel, and federal program staff strengthen the systems, documentation, procurement practices, internal controls, and fiscal evidence needed to manage federal funds with confidence.
Attend the sessions that best match your district's needs as you work toward stronger fiscal systems, clearer documentation, reduced compliance risk, and greater readiness for federal monitoring and audits.
Topics include: federal fiscal systems, EDGAR policies and procurement, conflict prevention, audit readiness, asset management, payroll and cost controls, fiscal evidence, and internal controls.
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September 9, 2026
Fiscal Foundations: Building the Federal Fiscal System
Time: 2:00 p.m. to 3:30 p.m. | Location: Virtual (Synchronous) | CPE: 1.5 hours
Take a closer look at the Federal Fiscal Monitoring Protocols and the foundational systems districts need for compliance. This session focuses on policies and procedures, fiscal controls, program alignment, federal fund identification, cash management, budget consistency, and building an internal fiscal framework that reduces risk and supports proper management of federal funds from award through closeout.
Workshop #425116
September 14, 2026
Fiscal Foundations: EDGAR Manual Makeover
Time: 9:00 a.m. to 4:00 p.m. | Location: Region 7 ESC - Magnolia Room | CPE: 6 hours
Bring your current EDGAR Policies and Procedures Manual for a hands-on workday focused on reviewing and updating policies required under UGG and EDGAR. Region 7 staff will guide participants through key requirements, common monitoring concerns, and areas that may need revision so district policies remain current, compliant, and reflective of actual practices.
Workshop #423739
September 21, 2026
Fiscal Foundations: EDGAR Procurement
Time: 9:00 a.m. to 12:00 p.m. | Location: Virtual (Synchronous) | CPE: 3 hours
Strengthen your understanding of federal procurement requirements under EDGAR. Participants will review procurement methods, required documentation, contract considerations, and common compliance concerns while gaining practical guidance and resources to help ensure federal purchases are compliant and audit ready.
Workshop #423827
October 7, 2026
Fiscal Foundations: Procurement Integrity and Conflict Prevention
Time: 2:00 p.m. to 4:00 p.m. | Location: Virtual (Synchronous) | CPE: 2 hours
Explore Federal Fiscal Monitoring Protocols related to procurement requirements and conflict-of-interest standards. Participants will examine organizational conflict indicators, procurement standards, competitive procurement expectations, required documentation, common compliance risks, and strategies for ensuring purchasing decisions remain transparent and defensible.
Workshop #425120
October 26, 2026
Fiscal Foundations: Audit-Ready Toolkit
Time: 9:00 a.m. to 11:00 a.m. | Location: Virtual (Synchronous) | CPE: 2 hours
Prepare for audits and monitoring with tools designed to keep required documentation organized and accessible. Participants will review documentation expectations for common federal transactions, including personnel and non-personnel expenditures, and explore templates and resources that support year-round compliance.
Workshop #423823
December 9, 2026
Fiscal Foundations: Asset Management, Payroll, and Cost Controls
Time: 2:00 p.m. to 3:00 p.m. | Location: Virtual (Synchronous) | CPE: 1 hour
Review Federal Fiscal Monitoring Protocols focused on protecting assets and maintaining appropriate controls over expenditures. Topics include equipment and inventory management, insurance, asset disposition, period-of-performance obligations, internal controls, cost allowability, payroll documentation, compensation records, and time-and-effort review and reconciliation.
Workshop #425132
January 13, 2027
Fiscal Foundations: Connecting Program Intent to Fiscal Evidence
Time: 2:00 p.m. to 3:00 p.m. | Location: Virtual (Synchronous) | CPE: 1 hour
Connect program implementation to the fiscal evidence needed for Federal Fiscal Monitoring. Participants will review expectations for documenting program activities, aligning expenditures with program intent, demonstrating that funds were used as approved, and ensuring documentation supports both compliance and program outcomes.
Workshop #425133
January 25, 2027
Fiscal Foundations: Internal Controls with Cal Lopez, TEA's Federal Compliance Officer
Time: 9:00 a.m. to 4:00 p.m. | Location: Region 7 ESC - Cedar Room A | CPE: 6 hours
Join Cal Lopez, TEA's Federal Compliance Officer, for a practical, hands-on session for grants and business office personnel. Participants will explore effective internal controls, risk mitigation strategies, segregation of duties in small and rural districts, and solutions for strengthening district operations and federal program compliance. Bring your district's policies and procedures for review during the workshop.
Workshop #422864
