Sonoma County Office of Education

Workshop Materials

Workshop Materials

June 14, 2024 - Frontline ERP - Accounts Payable Accruals Year End Setup Workshop

June 14, 2024 - Frontline ERP - Accounts Receivable Accruals Year End Setup Workshop

June 6, 2024 - Year-End Closing Workshop

May 16, 2024 - 2024-25 Next Fiscal Year Workshop

April 18, 2024 - Frontline ERP - FY24 HR/PAYROLL Annual Review

March 28, 2024 - FY25 Budget Development Workshop Materials

March 14, 2024 - Position Control For FY25 Budget Development Workshop Materials

January 25, 2024 - General Ledger Mid-Year Cleanup Basics

December 15, 2023 - ACA Reporting Workshop

December 7, 2023- W2 Reporting Workshop

December 1, 2023 - 1099 Reporting Workshop

October 19, 2023 - 2023-24 Interim Reporting Workshopp

July 27, 2023 - 2022-23 Unaudited Actual Workshop

June 14, 2023 - Escape - Accounts Payable Accruals Year End Setup Workshop

June 14, 2023 - Escape - Accounts Receivable Accruals Year End Setup Workshop

June 1, 2023 - 2022-23 Year-End Close Workshop

May 18, 2023 - New Fiscal Year Workshop

April 13, 2023 - Escape - HR/Payroll Annual Review

March 30, 2023: FY24 Budget Development Workshop

March 16, 2023: Position Control FY24 Budget Development Workshop

December 16, 2022: ACA Reporting Workshop

December 9, 2022: W2 Reporting Workshop

December 1, 2022: 1099 Reporting Workshop

November 17, 2022: Mini-training Cash Flow Projections

October 31, 2022: Budget Review/Cleanup training/working session

October 20, 2022 2022-23 Interim Reporting Workshop

September 29, 2022 Payroll Management for CBOs

September 9, 2022 Manual Payroll Training

July 28, 2022 2021-22 Unaudited Actuals Workshop

June 15, 2022 - 2021-22 AR and AP Accrual Setup

June 2, 2022 - Year-End Close Workshop

May 19, 2022 - Next Fiscal Year Workshop

April 13, 2022 - HR/Payroll Annual Review Workshop

April 1, 2022 - PADC Web-Based Application Part II P-2 and Class Size Penalties

March 31, 2022 - 2022-23 Budget Development Workshop

March 17, 2022 - Position Control for Budget Development

December 17, 2021 - Escape 2021 ACA Reporting Workshop

December 10, 2021 - Escape 2021 W2 Reporting Workshop

December 2, 2021 - Escape 2021 1099 Reporting Workshop

November 17, 2021 - HR/Payroll Concepts

October 21, 2021 - Interim Workshop

September 29, 2021, Escape - HFA Sick Leave Setup (Healthy Family Leave Act)

September 14, 2021, Manual Payroll

August 6, 2021 HR/Payroll Concepts

July 29, 2021 Unaudited Actuals workshop

July 14, 2021 - Escape New User HR/Payroll

July 14, 2021 - New Escape AP User

June 18, 2021 - 2020-21 AR and AP Accrual Setup

June 3, 2021 - 2020-21 Year-End Close Workshop

May 13, 2021 - Next Fiscal Year Workshop

April 15, 2021 - HR/Payroll Annual Review

April 1, 2021 - FY2021-22 Budget Development

March 18, 2021 - Position Control for Budget Development

March 5, 2021 - Escape Finance User Group

February 24, 2021 - Escape Setup for STRS Reform

February 4, 2021 - Budget Review/Preparing for 2nd Interim Reporting

December 16, 2020 - 1099 Reporting Workshop

December 11, 2020 - ACA Reporting Workshop

December 11, 2020 - W2 Reporting Workshop

November 17, 2020 - HR/Payroll Concepts

October 22, 2020 - 2020-21 Interim Reporting

October 12, 2020 - Cash Flow Projection Workshop

October 7, 2020 - Escape Finance User Group

September 18, 2020 - 2019-20 Escape Tracking and Reporting Covid-19 Leaves

September 17, 2020 - HR/Payroll Concepts

July 30, 2020 - 2019-20 Unaudited Actuals

July 8, 2020 - Balancing Payroll Basics

June 18, 2020 - Accounts Payable and Accounts Receivable Accruals Setup

June 4, 2020 - Year End Close 2019-20 Workshop

May 14, 2020 - Next Fiscal Year Workshop

May 7, 2020 - Escape HR/Payroll Annual Review

March 26, 2020 - Budget Development FY2020-2021Workshop

March 26, 2020 - Position Control for Budget Development FY2021Workshop

December 13. 2019 - W2 and ACA Reporting

December 3, 2019 - 1099 Reporting

September 9, 2019 - HR/Payroll User Group

June 19, 2019 - AP Year End Workshop FY19

June 19, 2019 - AR Year End Workshop FY19

May 23, 2019 - Year End Closing Workshop

May 16, 2019 - Next Fiscal Year Workshop

May 9, 2019 - HR/Payroll User Group Annual Review

March 22, 2019 - District and Charter Workshop

March 21, 2019 - Position Control and Budget Development Workshop

February 15, 2019 - Escape Finance User Group

February 12, 2019 - HR/Payroll User Group

December 13, 2018 - 2018 ACA Reporting

December 6, 2018 - W2 and 1099 Workshops

October 18, 2018 - Interim Reporting

September 26, 2018 - Payroll Management for CBOs

September 12, 2018 - HR/Payroll User Group

July 27, 2018 - Unaudited Actuals Workshop

June 20, 2018 - AP/AR Accruals Workshop

May 24 2018 - Year End Close Workshop

May 16, 2018 - Next Fiscal Year Workshop

May 8, 2018 - HR/Payroll User Group Yearly Review

March 23, 2018 - LCAP Presentation

March 23, 2018 - Charter/District Workshop

March 20, 2018 - FY19 Budget Development Workshop

March 20, 2018 - Position Control for FY19 Budget Development Workshop

March 20, 2018 - FY19 Position Control Workshop

March 7, 2018 - Finance User Group

March, 2018 - Ask the Auditor

February 5, 2018 - Mid-Year GL Workshop

January 30, 2018 - HR/Payroll User Group

December 14, 2017 - 1099 Reporting

December 12, 2017 - W2 Reporting

December 12, 2017 - ACA Reporting

October 20, 2017 - Interim Reporting

September 13, 2017 - HR/Payroll User Group

September 6, 2017 - Finance User Group

July 27, 2017 - Unaudited Actuals Worksho

June 13, 2017 - HR/Payroll Year End Review User Group

May 25, 2017 - Year End Closing Workshop


May 17, 2017 - Next Fiscal Year End 2017-18 Workshop


March 15, 2017 - Position Control and Budget Development Workshop


January 19, 2017/February 3, 2017 General Ledger Clean-Up Parts I and II​


Amie Carter, Sonoma County Superintendent
"The mission of the Sonoma County Office of Education is to foster student success through service to schools, students, and the community." - Amie Carter, Sonoma County Superintendent