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Template Training for Beginners
This workshop will cover the latest template from Omar Garcia with BOK Financial Securities. This workshop assumes users do not have much experience with state funding or the template. The presentation will review each data element in the template and terminology and will move at a slower pace than a similar workshop for advanced users of the template. The presentation will also highlight the best options for locating data elements needed to complete the template. The presenter will explain how various data elements impact the funding results. Please be sure to download the documents list and bring any copies of information you will want to complete your template. Districts will use their own data to complete a template so they will leave with a completed template. Please bring your laptop or other device for saving your completed template so you may take it with you.
Important Session Information:
Registration ends at 12:00 AM on Wednesday, February 11, 2026
Session ID:
1152277
Credits Available:
(3) CPE
Seats Available:
66
Fee:
$0.00
(* No Charge)
Contact Person:
Cassie Babbs
Instructor(s):
Carol Voit
Audience:
Business Manager, Business Office, Superintendent
Date
Time
Location
2/11/2026
9:00 AM - 12:00 PM
Region 17 ESC - South Conference C