Sonoma County Office of Education

Workshop Materials

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​


Lisa Wittke Schaffner, Board Member
"The Sonoma County Board of Education sets policy for its alternative education program, serves in an oversight role for SCOE, and supports our educational agenda. We believe every student has a unique set of abilities, potential, and needs. Our board compliments the work and innovation of SCOE, and serves as an educational partner for the Sonoma County community." - Lisa Wittke Schaffner, Board Member