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Training
The SBOA spends a great deal of time with local government unit officials and the public on education. We regularly host or present at many conferences for local government unit officials. When more individualized questions and concerns arise, we are available to help by phone or e-mail.
Please see your specific unit type page for a list of meetings at which our Directors will be presenting.
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Ball State Charter School Procurement Workshop - August 2022
May 2013 School Business Officials Conference
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
ILMCT - AFR Presentation - January 2026
ILMCT Institute & Academy – November 2025
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - August 2025
- Municipalities State Called Meeting Call Letter
- SBOA School Agenda
- Bureau of Motor Vehicles
- Department of Local Government Finance
- Indiana Office of Technology
- Local Technical Assistance Program
- Public Access Counselor
- SBOA - New Legislation
- SBOA - SEFA
- SBOA - Special Investigations
- State Comptroller
ILMCT Institute & Academy - March 2025
Police Chief Executive Training - April 24
ILMCT Institute & Academy - October 2024
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2024
- Agenda
- Department of Local Government Finance
- Indiana Archives and Records Administration
- Indiana Office of the Attorney General
- Public Access Counselor
- SBOA - Clerk Treasurers and Town Councils
- SBOA - Fun with Federal
Police Chief Executive Training - April 2024
ILMCT Institute & Academy - March 2024
City and Town Court Judge Orientation - January 2024
2024 Newly Elected Clerks, Clerk-Treasurers, and Appointed Controllers
- 2024 NEO Boot Camp Agenda
- 2024 NEO Boot Camp Memo
- Federal Awards Platt
- Gateway Training Karl
- SBOA Fiscal Duties and Other Items Wilson
- SBOA Overview GossSBOA YouTube Channel
ILMCT District Meeting - October 2023
- Wilson/Goss - Legislative Updates
- Wilson/Goss - Gateway Updates
- Wilson/Goss - Frequent Federal Findings
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2023
- Call Letter
- Agenda
- INPRS - Retirement, PERF, Procedures
- IOT - Cybersecurity
- Public Access Counselor
- SBOA - Pre-Audit
- SBOA - SLFRF
- SBOA - Special Investigations and Meet Scotty
- DLGF - Budget
- SBOA - Legislative Update
- SBOA - Welcome
AIM Clerk Treasurer's School - May 2023
Police Chief Executive Training - April 2023
ILMCT Institute - March 2023
2022 ILMCT Virtual District Meeting
- Agenda
- Crowley - Audit Expectations
- Backus - Gateway
- Crowley - Year-End Considerations
- Lenon - Fraud Prevention
- Crowley - Name That Fund!
Internal Controls Webinar
September AIM ARPA Webinar
Seized Assets Webinar
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2022
- Call Letter
- Agenda
- Gordon - New Legislation
- Britt - Access to Public Records
- Nielsen - Capital Asset Financial Reporting
- Indiana Public Retirement System
- Rhinefield - ARPA and Other Federal Grant Information
- Janosky - Special Investigations
- Caldwell - Fund Sources and Uses
AIM Clerk-Treasurers' School - May 2022
AIM Budget Workshop - May 2022
Police Chief Executive Training - April 2022
2022 ILMCT Institute & Academy
2022 Monthly Training Sessions
- January Session
- February Session
- April Session
- SBOA Resource Library
- Recording
- July Session
- August Session
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - November 2021
- Agenda
- Caldwell - Chart of Accounts
- Gordon - Annual Financial Report Updates
- Caldwell - Year-End Considerations
- Nielsen - Capital Asset Financial Reporting
- Monahan - Public Corruption Program
- Karl - Gateway Updates and Examples
Clerk-Treasurers' Fall District Meeting - 2021
- Call Letter
- Caldwell/Gordon - Audit Start to Finish
- Caldwell/Gordon - Federal Audits
- Caldwell/Gordon - Bank Reconcilement
Police Chief Executive Training - July 2021
AIM Clerk-Treasurers' School - May 2021
AIM Budget Workshop - May 2021
2021 Monthly Training Sessions
- Karl - Gateway Training
- February Session
- April Session - Recording
- June Session
- July Session
- September Session
- December Session
December Training Session
November Training Session
Clerk-Treasurers' Fall Meeting 2020
- Caldwell/Gordon - Notification of State Called Meeting
- Gordon - CARES
- Gordon - Year-End Topics
- Maitland (DLGF) - Gateway, Public Reports, Public Notices
- Caldwell - Utility Shut Off and Liens
- Tinsley - Other Post Employment Benefits
- Gulley (DOR) - Project NextDOR
Purchasing - September 2020
- Caldwell/Gordon - Purchase and Disposal of Real or Personal Property
- Video: Recording
Newly Elected or Appointed Fiscal Officers - Virtual State Called Meeting - August 2020
- Gordon - SBOA Introduction and Reporting
- Caldwell/Gordon - Audits, Start to Finish
- Caldwell - Bank Reconcilement
- Caldwell - Fund Sources and Uses
- Caldwell - Salary Ordinance
Indiana Municipal Lawyers Association - 2020
Internal Control AIM Webinar - May 2020
AIM Budget Workshop - April 2020
Purdue Extension COVID-19 Webinar - April 2020
ILMCT Institute and Academy
2020 City and Town Court Judge Orientation
2020 Newly Elected Clerks, Clerk-Treasurers, and Appointed City Controllers
- 2020 NEO Boot Camp Memo
- 2020 NEO Boot Camp Agenda
- Caldwell/Gordon - Newly Elected Official Training
- Dungan - Gateway Training
- Carmack - Federal Awards
- Mahon - Special Investigations
Municipal Finance Officers Association Meeting - November 2019
Clerk-Treasurers' Meeting Fall 2019
2019 Road Scholar Core Course #4
2019 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 1 - 2019 Annual Conference Agenda
- 2 - 2019 Annual Conference Memo
- 3 - Caldwell – New Legislation 2019 PowerPoint
- 4 - Caldwell – New Legislation Digest Material
- 5 - Nielsen - Capital Asset Outline
- 6 - Nielsen - Accounting for Capital Assets
- 7 - Ralston - Indiana Department of Revenue
- 8 - Caldwell/Gordon - Hot Topics
- 9 - Gordon GAAP Enhanced Regulatory Update
- 10 - Carmack Federal Audits
- 11 - Light - SBOA Training School
- 12 - Van Dorp - Budget 2019 Review / Budget 2020 Preview
2019 AIM Budget Workshop
- 1 - Gordon Overview GAAP & Regulatory Reporting Updates
- 2 - Caldwell MVH Hot Topics: Operational Report & MVH Restricted
2019 REGIONAL TRAINING
GAAP Training - 10-19-18
- Preparing Full GAAP Financial Statements - RSM
- Recordings:
Clerk-Treasurer's Meeting Fall 2018
- Caldwell - Year End Duties & Reminders
- Gordan/Caldwell - Internal Controls
- VanDorp - ILMCT Regional Meetings
2018 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2018 Agenda
- 2018 Announcement Memo
- Britt - Public Access Counselor
- SBOA - Preliminary Audit Forms 7 9 13
- Gordon/Caldwell - New Legislation PowerPoint
- SBOA Fraud Case Study
- SBOA Other Important Topics
- SBOA Remote Audit & Uploads
- IARA Records Retention
- SBOA Special Investigations
- VanDorp - Budget Overview
- Gordon - SBOA Strategic Vision
Annual Operation Report For Highway and Street Departments March 2018
Clerk-Treasurer's Meeting Fall 2017
- Caldwell - Audit Expectations-Preparations
- Michael - Finding Resolutions
- 1031 Guidelines
- CAP Template
- CAP Instructions
- Van Dorp - DLGF
2017 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- Announcement Memo
- Agenda
- DLGF - Budget
- INDOT - Community Crossings Grant
- OCRA
- OCRA - CDBG Policy Manual - Financial Management
- OCRA - Sample CDBG Policy
- SBOA New Legislation - MVH, CCMG
- SBOA New Legislation - Day 2 HEA
- SBOA New Legislation - Day 2 SEA
- SBOA New Legislation - HEA 1031
2017 State Called Meeting
- Agenda
- Session II - Purchasing
- Session III - Computer Security Issues
- Session IV - Regional Workshops
- Session V - Key Contacts, Use of Funds
- Session VI - Travel Policy
- OCRA Map of Regions
CLERK-TREASURER’S MEETING FALL 2016
- Jones DLGF 2017 Budget
- Gordon/Caldwell End of the Year Duties 2016
- Gordon/Caldwell Gateway 2016
- Gordon/Caldwell Financial Assist to Non-Govt Entities
2016 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2016 June Annual Training Memo Agenda - Michigan City
- Board for Depositories
- DLGF Budget Presentation
- Hoosier START Focus On Fiduciary
- Indiana Bond Bank
- Memo SEA 67 Special Distribution 04222016
- Memo Matching Grant Fund 05242016
- SBOA 2016 HEA New Leg
- SBOA 2016 SEA New Leg
- SBOA Fraud Special Investigations
- SBOA HEA 1001
- SBOA SEA 67
- TrustINdiana
Newly Elected City/Town Officials – 2016
- Agenda Newly Elected Training 2016
- Caldwell Gordon SEA393 Bond Bulletin 2015
- Caldwell Newly Elected Afternoon IV 2016
- Caldwell Newly Elected Morning 2016
- Caldwell Understanding the Audit Process 2016
- Gordon Newly Elected Afternoon I 2016
- Gordon Newly Elected Afternoon II 2016
- Gordon Newly Elected Afternoon III 2016
- Jones NEO DLGF 2016
CLERK-TREASURER’S MEETING FALL 2015
- Caldwell Gateway 100R Nepotism And Contracting Policies 2015
- Caldwell - Gordon Internal Control Case Studies 2015
- Caldwell - Gordon Internal Controls 2015
2015 Annual Training School for City and Town Clerk-Treasurers, City Clerks and City Controllers
- Memo and Agenda 2015 June Annual Training Westin Indy
- 2015 House Acts Cities and Towns
- DLGF Cities and Towns June 2015 presentation
- IFA State Revolving Fund June2015
- McGladrey GASB 67 68 SBOA Presentation
- Senate Acts 2015 Cities and Towns
CLERK-TREASURER’S MEETING FALL 2014
- 2014 Fall Clerk Treasurers Conference Oct 2014
- City Town New Form Approval Process
- Discontinuance of Utility Service and Wastewater Lien Process
- Gateway2014 city/town
- Intro Manuals Contacts
- Nepotism Contracting Policy
- Year End Duties
- 2014 Fall Clerk Treasurers Conference Oct 2014 pdf
- City Town New Form Approval Process pdf
- Discontinuance of Utility Service and Wastewater Lien Process pdf
- Gateway2014 city/town pdf
- Intro Manuals Contacts pdf
- Nepotism Contracting Policy pdf
- Year End Duties pdf
2014 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2014 Annual Training School - Memo and Agenda French Lick
- 2014 June Clerk Treasurers Conf Dan Jones DLGF
- 2014 June Clerk Treasurers Conf Dan Jones DLGF
- Cities and Towns Bulletin - June 2014
- City Town New Form Approval Process
- City Town New Form Approval Process
- Public Access Laws in IN Presentation L Britt
- Public Access Laws in IN Presentation L Britt
City and Town Court Judges Training June 2013
See individual offices for their meeting materials.
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Seized Assets Webinar
GAAP Training - 10-19-18
Annual Operation Report For Highway and Street Departments March 2018
Indiana Association of County Commissioners Conference November 2017
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Auditors Fall Conference - 2025
- Agenda
- Excise A State Agency Collaborative
- Cooper - Wheel Tax
- Van Dorp - FIT/CVET
- Byrns - Miscellaneous
- Hofherr - Audit Process
- Rouker - Caselaw Survey: Auditor's Power & Duties
- Simmermeyer - IN911 Updates
- Byrns - Repeat Comments & Corrective Action Plans: Section I Financial Findings
- Hofherr - Gateway Reporting
- Byrns - Resources
- Hofherr - Food & Beverage Tax Reporting
- Hofherr - Section II & III Findings and Corrective Action Plans
Auditors Spring Conference: Part 2 In-Person - 2025
Auditors Spring Conference: Part 1 Virtual - 2025
- Agenda
- Van Dorp - State Comptroller's Office
- Culy & VanderVeen - Certification of Net Assessed Values
- Hofherr - Federal Grants
- Byrns - Payroll
- Hofherr - New Legislation
- Byrns - Gateway
Newly Elected Training - 2024
- Hofherr - Roles of the SBOA
- Maitland - Roles of the DLGF
- Van Dorp - Roles of the COMP
- Byrns - Working Together
- Hofherr - Claims and Receipting
- Hofherr - Funds and Chart of Accounts
- Mallers - Title IV-D Funds
- Hofherr - Gateway Annual Financial Report, 100R, Upload Requirements
Auditors Fall Conference - 2024
- Agenda
- Van Dorp - Settlement
- Cope - Excise
- Hofherr - Conflict of Interest
- Byrns - Appropriation and Encumbrances
- Bolser - CNAV Debriefing & Review
- Hofherr - RDA vs. RDC: Creation and Reporting
- Byrns - Reconciling: Auditor's Role
- Byrns & Hofherr - Emergency Plans
- Britt - Open-door Laws and Sovereign Citizens
- Byrns - Internal Controls & Common Comments
- Hofherr - ARPA Refresher
- Byrns - Preparation to Leave Office
- Hofherr - Highway Expenditures & Reporting
Auditor & Clerk: Election Payroll Virtual Session 2 - 2024
Auditors Spring Conference - 2024
- Agenda
- Byrns - Certifications & Training
- Young - IARA Records Management and Retention Schedules
- Byrns - Capital Assets
- Schemmer - IN911
- Lambert - Innkeepers Tax Overview and It's Impact
- Hofherr - Accounting for Innkeepers Tax
- Byrns - Miscellaneous
- State Comptroller - Settlement Forms, Procedures, & State Review
- Perez - SBOA Special Investigation
- Hofherr - New Legislation
- Crisler & Maitland - CNAV & Tax Abatements
- Byrns - Gateway Applications
- Hofherr - ARPA
Auditor & Clerk: Election Payroll Virtual Session 1 - 2024
Auditors Fall Conference - 2023
- Agenda
- State Comptroller - Klutz
- Miscellaneous - Hofherr
- Supplemental AFR - Byrns
- Title IV-D Expenditures - Mallers
- New Health Funding - Hofherr
- Community Correction & Justice Reinvestment Grants - Dawson
- What is your Fraud IQ - Hofherr
- Payroll - Byrns
- Special Investigations - Wheele
- Settlement - Cope
- Gateway - Hofherr
- Advance Purchasing - Byrns
Auditors Spring Conference - 2023
- Agenda
- Hofherr - Federal Grants
- Byrns - Repeat Findings
- Rogers - New Legislation
- Byrns - Internal Controls
- Hofherr - Working Together
- Meeting Recording
Newly Elected Training - 2023
Newly Elected Training - 2022
- Introduction to the State Board of Accounts
- Roles of SBOA
- Working Together
- Gateway How To - 100R and AFR
- Funds and Chart of Accounts
- Claims and Receipting
- Appropriations and Funds
- Auditor of State (AOS)
- Introduction of AOS Local Gov't Division
Auditors Fall Conference - 2022
- Agenda
- Rogers - Appropriations
- Rogers - Audit Expectations
- Rogers - Chart of Accounts
- Rogers - Payroll Issues
- Rogers - Preparing to Leave Office
- Hofherr - Audit of Federal Awards
- Hofherr - Auditing ARPA Funds
- Hofherr - Common Findings
- Hofherr - Prescribed Forms
- PD Comm 21-22 Reimbursements
- PD Comm At Risk Funding Brochure
- PD Comm Federal IV-E Funding Brochure
- Public Defender Commission
- Diller - AOS Presentation
- Klutz - AOS Presentation
- Public Access Counselor
Auditors Spring Conference - 2022
- Agenda
- Rogers - ARPA Updates
- Hofherr - Resource Library
- Rogers - New Legislation
- Rogers - Payroll Issues
- Hofherr - Reporting Investments
- Rogers/Hofherr - Enhanced Regulatory AFR
Auditors Fall Conference - 2021
- Agenda
- Data Protection & Indiana's Fair Information Privacy Practices - Battle
- INvest - Jean/Mallers
- Assessment 101 - Wood
- MVH Audit Guidance - Hofherr
- ARPA & CARES Funds - Hofherr
- Internal Controls Certifications - Hofherr
- Public Records Retention - Christiansen
- Rural Transit Programs - Jennings
- FBI's Public Corruption Program - Monahan
- Credit Cards - Rogers
- Enhanced Regulatory Report Changes - Rogers
- Preparedness Plans and Moving Forward - Rogers
- Supplemental AFR - Rogers
- Settlement - Diller
Spring State Called Conference Part II - May 2021
- Agenda
- Enhanced Regulatory - Capital Assets & Accumulated Depreciation Exercise
- Receipt and Disbursement Classifications Exercise
- Schedule of Federal Awards (SEFA) Exercise
- Form 61 Reconcilement Example
Spring State Called Conference Part I - May 2021
- Agenda
- Enhanced Regulatory, Capital Assets & Accumulated Depreciation - Rogers
- Receipt and Disbursement Classifications - Hofherr
- Form 61 Reconciliation - Hofherr
- New Legislation - Rogers
- Schedule of Expenditures of Federal Awards (SEFA) - Hofherr
- Recording - Morning Session
- Recording - Afternoon Session
Property Taxes Receivable Session - April 2021
2020 Auditors Fall Virtual Conference
- Agenda - Updated
- Welcoming - YouTube Video
- AOS_Settlement, Advances, Abstract, & Memos
- Recording
- DLGF_Public Side of Gateway
- Hofherr_ MVH Funds
- Hofherr_Accounting for FEMA & CARES Federal Grants
- Hofherr_Remote Auditing
- Nielsen_Capitalization Policies
- Rogers_Auditor Election Payroll
- Rogers_Enhanced Regulatory Report
- Rogers_Miscellaneous Topics
Auditor's Conference (Virtual) 5-21-20
- Agenda
- Rogers - Emergency Plans COVID-19
- Hofherr - Findings and Corrective Action Plans
- Bennett - Form 4B Updates
- Klutz - Settlement
- Rogers - Annual Financial Report (AFR)
- Rogers - New Legislation
- Hofherr - SBOA Updates
Fall Quadrant Meetings
- Agenda
- Exercises
- Hofherr - Compensation
- Hofherr - Depreciation
- Hofherr - Internal Controls
- Hofherr - Reconciling
- Rogers - Approprations
- Rogers - Changes in AFR
- Rogers - Chart of Accounts
- Rogers - Excise Tax Accounting
- Rogers - Segregation of Duties
- Reynolds - AOS Settlement and Abstract Updates
2019 Road Scholar Core Course #4
County Auditor's Conference 2019
- Agenda
- Heath - Convention and Tourism
- Hofherr - SEFA
- Hofherr - SEFA CAP Example
- Hofherr - MVH Directive
- Rogers - Audit Purpose Preparation and Results
- Rogers - Forms
- Rogers - GAAP Debt and Capital Assets
- Rogers - New Legislation
- Lighty - County Auditors Records
- SBOA Website Walkthrough
- Cope - LIT PTR Balances
- Reynolds - CB and Settlement
- Van Dorp - Budget Review
- Shackle - New Legislation (part 1)
- Shackle - New Legislation (part 2)
GAAP Training 10-19-18
County Auditor's Fall 2018 Meeting
- Agenda
- Driver - Worker Classification
- Eckerle and Lee - ICAA
- Heath - Grant Procedures
- Heath - Grant Summary
- Heath - Grant Monies Requested Form
- Heath - Request for Grant Application
- Heath - Repeat Findings and CAPS
- Heath - CAP Example
- Nielsen - Capital Assets IACA
- Parkinson - Gateway Abstract and Related Project Updates
- VanDorp - Certified Net Assessed Values
- Rogers - Appropriations
- Reynolds - AOS Excise Taxes
- Reynolds - AOS Settlement Update
- Reynolds - AOS Gateway Abstract
- Evans - GAAP Training
County Auditor's Spring 2018 Meeting
- Agenda
- Gerlach - Special Investigations
- Heath - Annual Operational Highway Report
- Heath - General Information, Grant Process, Completing the SEFA, Audit of Federal Grants
- Heath - Purchasing With Federal Grants
- Procurement Policy Suggestions
- Heath - Receipting Process
- Parkinson - LIT
- Rogers - New Legislation
- Rogers - Repeat Findings and Corrective Action Plans
- Shackle - New Legislation (DLGF)
- Mallers - Title IV Issues
- Parkinson/Reynolds - Gateway Abstract Updates
- Reynolds - Annual Settlement Update
- Van Dorp - Certified Net Assessed Value
- Van Dorp - DLGF Budget Overview
County Auditor's Fall 2017 Meeting
- Agenda
- AOS - BPPE Presentation
- AOS - Settlement and Updates
- Cooper - BMV FTP Site
- DOR - IN Business Taxes
- DOR - 2015 INtax Taxpayer Guide
- DOR - QuickStart Guide 2015
- Krupp - Department of Revenue
- Mahon - Special Investigations
- Manikis - BMV Veterns Excise Credit
- Marshall - PERF Presentation
- Michael - Finding Resolutions
- 1031 Guidelines
- CAP Template
- CAP Instructions
- Parkinson - Deductions and Exemptions
- Ripley - Human Resources
- Rogers - Chart of Accounts - Presentation
- Rogers - Chart of Accounts - Table
- Rogers - Chart of Accounts - Instructions
- Rogers - Chart of Accounts - Local Chart of Accounts
- Rogers - Chart of Accounts - Fund Descriptions
- SBOA - Form 17 Updated, Proper Receipting Procedures, Community Crossings Grant, Community Corrections Grant; Redevelopment Funds
- SBOA - NEW Form 17T - Sample
- SBOA - OLD Form 17T - Sample
- Van Dorp - Gateway Abstract
County Auditor's Spring 2017 Meeting
- Auditors Spring 2017 Agenda
- Schaafsma - DLGF New Legislation
- Eaton-McKalip - Community Crossings Grant
- Parkinson - Budget Streamlining
- Etnier - Abstract_May 2017
- Etnier - Settlement_May 2017
- Mallers - IV-D Reporting
- Mallers - IV-D Reporting - Claims QIB Smartguide
- Rogers - New Legislation
- McKinney - Abatements
- McKinney - Abatements - ERA Course
- Rogers - TIF & LIT
County Auditor's Fall 2016 Meeting
- Auditors Fall 2016 Agenda
- Anderson ASA Only Plan Contribution Rates Infographic Flier
- Anderson ASA Only Plan DBVs DC_ER Fact Sheet
- Collister Indiana Auditors Fiduciary Presentation
- Duffy Auditors Deductions
- Irwin New Fair Labor Standards Act (FLSA) - Overtime
- Karr Community Corrections Grant
- Lopez Frequently Asked Questions - OMB
- Lopez Copy of Uniform Guidance Standards
- Lopez Uniform Guidance DCF Checklist
- Lopez Uniform Guidance-New Federal Requirements
- Rogers CC Grants_Accounting
- Rogers Chart of Accounts
- Rogers Community Crossings Grant
- Schaafsma Local Income Tax
- Tinsley Financial Asst to Non-Govt
- Van Dorp LOIT to LIT
- Van Dorp Settlement
County Auditor's Spring 2016 Meeting
- Auditors Spring 2016 Agenda
- Duffy 2016 New Legislation - Auditors
- Kuester Auditors Conference DECAF
- Lopez Election Workers Reporting and Withholding
- Lopez Election Workers Tax and Reporting Summary
- Lopez Misc-Travel, Cap Assets, Pet & Remon
- Lopez Payroll & Internal Controls
- McKinney Auditors Conf RMP 5-13-2016
- McKinney The Tax Abatement Process
- Parkinson Local Government Budget Streamlining
- Rogers Chart of Accounts Instructions
- Rogers Fund Descriptions 07/01/15
- Rogers Fund and Accounts 07/01/15
- Rogers New Legislation 2016
- Van Dorp Settlement
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
County Clerk's Annual Conference - June 2025
- Agenda
- Byrns - Gateway
- Hofherr - Clerk's Funds
- Blanford - CSB Program Updates
- Nussmeyer & Kochevar - Election Legislation 2025
- Nussmeyer - Election Summary 2025
- King & Warycha - Election Legislation 2025
- Hofherr - Reconciling
- Byrns - Internal Controls, Repeat Comments, and CAPs
- Rouker - New Legislation
- Byrns - Indiana Unclaimed
- Strickland - Updates Court Technology
Newly Elected Training - 2024
Auditor & Clerk: Election Payroll Virtual Session 2 - 2024
County Clerk's Annual Conference - June 2024
- Agenda
- Byrns - SBOA Updates
- Mason - Public Defender Commission Updates
- Norman - CSB Program Update
- King/Warycha - 2024 Election Legislation
- Nussmeyer - 2024 Election Legislation
- Byrns - Marriage License Process & Change of Venue
- Hofherr - Internal Controls & Repeat Comments
- Byrns - Fines & Fees
- Hofherr - New Legislation
- Byrns - Preparation to Leave Office
- Strickland/Goodman - Updates from Court Administration & Court Technology
- Hofherr - Reconciling
Auditor & Clerk: Election Payroll Virtual Session 1 - 2024
County Clerk's Annual Conference - June 2023
- Agenda
- Hofherr - Audit Expectations
- Rogers - New Legislation
- Arvin - Protection Orders
- Byrns - Indiana Unclaimed
- Byrns - Internal Controls
- Hofherr - Reconciling
- Norman - Child Support Bureau Updates
Newly Elected Training - 2023
Newly Elected Training 2022
County Clerk's Annual Conference - June 2022
- Agenda
- Hofherr - Resource Library
- Hofherr - Clerk Funds
- White - New Legislation
- Hofherr - Petition and Remonstrance
- Hofherr - Election Payroll
- Byrns - Reconciling and Investments
- Child Support Bureau (CSB) - CSB Program Updates
- Nussmeyer - Legislative Update
- King - Legislative Update
- Wiese/Strickland - Court Update
County Clerk's Annual Conference - June 2021
- Agenda
- Court Costs and Fees by Case Type
- Clerk Fee Distribution
- Hofherr - Gateway Uploads and Remote Auditing
- Rogers - Operating During a Pandemic
- Nussmeyer - Elected Office Vacancies
- Statewide Voter Registration System Updates
- Janicki - Public Record Retention
- Rogers - New Legislation
- Hofherr - Internal Controls over Collections
- Bauer - Updates from Court Administration and Court Technology
- Rogers - Audit Reports and Supplemental AFR
- The Journey Toward INvest
- King - Legislative Update
County Clerk's Virtual Training Session - October 2020
County Clerk's Conference - June 2019
- Agenda
- Coffey and King - Up to the Minute Tech
- Child Support Bureau Program - Update
- Adams - Get to Know Indiana Disability Rights
- Hofherr - SBOA Website Walkthrough
- Hofherr - Distribution of Court Costs and Fees
- Hofherr - Filing Fees by Case Type
- Hofherr - Clerk Fees and Reconciliations
- Linstead - IRS Form 8300
- Rogers - Annual Financial Report and Forms
- Rogers - Audits: Purpose, Preparation, and Results
- Rogers - New Legislation
- King and Simmons - New Election Legislation
- Nussmeyer and Kochevar - Election Updates
- Indiana Disability Rights - Voter Hotline Sign
- Indiana Disability Rights - Deaf and Hard of Hearing Sign
County Clerk's Conference June 2018
- Agenda
- Rogers - Repeat Findings
- Rogers - New Legislation
- Heath - Petition and Remonstrance
- Heath - Receipting Process
- Bixler - Special Investigations
- Mallers - Title IV-D Issues
- 2018 Court Costs and Fees
- Indiana Election Division Updates
- Simmons - Election Division
- New Legislation, Ballot Vacancies, Candidate Filings
- King - Election Division SEA 327
- Boggs - Child Support Bureau Update
County Clerk's Conference June 2017
- Agenda
- Lopez - Public Question
- Lopez - Public Question for Controlled Projects
- Rogers - New Legislation
- Longest - CSB Program Updates
- Edgar - E-Filing in the Courts of Indiana
- Reichard-Dunn - IN New Information Sharing Guide App
- Lopez - Court Costs and Fees by Case Type
- Lopez - Clerk Fee Distribution
- King - Election Division - Legislation
- Kochevar - Election Division - Preparing for 2018
County Clerk's Conference June 2016
- Arthur Recounts
- Clerks Agenda 2016
- King Campaign Finance Disclaimers Signs
- Longest Child Support IV D Updates
- Mains Problem Solving Courts Alcohol & Drug Programs
- Mayes Unclaimed Property
- Nussmeyer Midyear Election Updates & Reminders
- Rogers Leg Update 2016
- Shank Fraud Prevention
- Simmons Vacancy Petition Candidates
- Van Dorp Electric Remittance
- 2016 Court Costs and Fees by Case Type
- 2016 Clerk Fee Distribution
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
County Recorders Conference - 2025
- Agenda
- Byrns - Gateway
- Hofherr - New Legislation
- Byrns - Recorder's Funds
- Grosser - SOS Notary
- Christiansen - How to Manage Your Public Records
- Hofherr - Recorder's Perpetuation Fund
Newly Elected Training - 2024
- Byrns - Accounting Overview including Fees and Funds
- Grosser - Working with the Secretary of State's Office
County Recorders Conference - 2024
- Agenda
- SOS - 2024 Indiana Notary Public Update
- Hofherr - New Legislation
- Byrns - SBOA Updates
- Hofherr - Perpetuation Funds
- Hofherr - Reconciling and Bank Accounts
- Byrns - Preparation to Leave Office
County Recorders Conference - 2023
- Agenda
- Byrns/Hofherr - Audit Expectations and Gateway Uploads
- Longfellow - Notaries Update
- Byrns - Reconciling and Bank Accounts
- Hofherr - Other Funds and Miscellaneous
- Byrns - Perpetuation Fund
Newly Elected Training - 2023
Newly Elected Training 2022
- Introduction to the State Board of Accounts
- Recorders' Fees and Funds
- Recorders' Fees
- Secretary of State - Notaries
County Recorders Meeting 2022
- Agenda
- Rogers - New Legislation
- Hofherr - Reconciling
- Rogers - Forms
- Hofherr - Resource Library
- Rogers - Perpetuation Funds
- Hofherr - Enhanced Access
County Recorders Hybrid Meeting 2021
- Agenda
- Rogers - CARES
- Janicki - Public Record Retention
- Rogers - Legislative Update
- Hofherr - Filing Fees
- Hofherr - Gateway Uploads
- Rogers - Preparedness Plans and Moving Forward
County Recorders Virtual Meeting 2020
- Updated Agenda
- Rogers - Remote Notary
- Rogers - Recorder Bank Reconcilement
- Rogers - Record Perpetuation Fund
- Rogers - Leaving Office Recorder
- Rogers - Emergency Plans Recorder
- Hofherr - Miscellaneous
- Hofherr - Findings, CAPs, & Internal Controls
- Hofherr - Fees & Claims
- UCC Filings
- SOS - Indiana Notary Public Update
County Recorders Meeting 2019
- Agenda
- Heath - Bank Reconcilement
- Heath - Bulk Copies
- Heath - Collection of Fees
- Health - Fee Schedule
- Heath - Fees
- Heath - Report of Collections
- Hofherr - Statutory Funds
- Hofherr - Walkthroughs
- Rogers - Purpose of an Audit and Preparation
- Rogers - Recording Documents and Official Bonds
- Rogers - Bond Bulletin Clarification
- Rogers - Repeat Findings
County Recorders Meeting 2018
- Agenda
- Rogers - Repeat Findings, CAPS and Internal Control
- Rogers - Recording Documents and Official Bonds
- Bixler - Special Investigations
- Heath - Recorder's Fees Presentation
- Recording Fees, Authority for fees, Collections, Remittances and Deposits
- Heath - Receipting Process
- Responsibilities of the Auditor and Treasurer
- Heath - Bank Reconcilement Example
- Rogers - New Legislation
- Rogers - Bond Bulletin Clarification
- Rogers - Fees and Funds
- Fee Schedule
County Recorders Meeting 2017
- Agenda
- Corridan - Public Record Retention
- Britt - Public Access to Records
- Long - UCC and Notary Publics
- Rogers - New Legislation
- Lopez - Fees, Collections, and Reconciliations
- Authority, Recording Fees, Collections, Remittances and Deposits, Bank Reconciliation
- Lopez - Recorders Fees 2017 - Current
- Lopez - Recorders Fees 2017 - NEW
- Lopez - Report of Collections
County Recorders Meeting 2016
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Sheriff, Matron, and Bookkeeper Virtual Training - 2025
- Gateway, Reconciling, and Commissary Funds
- Sheriff, Matron, and Bookkeeping Virtual Conference Recording 11-19-25
Sheriff’s Fall Conference – 2025
Newly Elected Training - 2022
Sheriff's Virtual Workshop Sessions - 2021
- Agenda and Call Letter
- Rogers/Hofherr - Bank Reconcilement
- Rogers/Hofherr - Gateway
- Rogers/Hofherr - Indiana Sheriff's Funds
- Rogers/Hofherr - Supplemental Annual Financial Report
Newly Elected Sheriff's Conference - 2018
- Rogers - SBOA Introduction
- Rogers - Sheriff Cashbook and Fees
- Rogers - Cashbook - Form
- Heath - Sheriff Department Financial
- Heath - Indiana Sheriff's Funds
- Gerlach - Teamwork Makes the Dream Work
Sheriff's Department Workshop - November 2017
- Agenda
- Lopez - Sheriff intro to SBOA
- Rogers - Sheriff Department Financial
- Rogers - Sheriff Commissary Bank Rec - Example
- Rogers - Sheriff Commissary Ledger - Example
- Sheriff Supplemental Annual Financial Report - Example
- Lopez - Sheriff Cashbook & Fees
- Lopez - Sheriff Cashbook - Form
- Lopez - Sheriff Report of Collections - Form
- Lopez - Sheriff Tax Warrants - Register of Trust Funds - Form
- Rogers - Indiana Sheriff's Funds
- Lopez - Sheriff Inmate Trust
- Lopez - Sheriff Inmate Truste Bank Rec - Example
- Lopez - Sheriff Inmate Trust Ledger - Example
- Lopez Sheriff Inmate Trust Detail - Example
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Treasurer's Conference - 2025
- Agenda
- Hofherr - Internal Controls & Risk Assessment Forms
- Byrns - Alcohol Permits
- Hofherr - Reconciling & Cashbook
- Byrns - Repeat Comments & Corrective Action Plans (CAPs)
- Hofherr - Audit Process
- Rouker - New Legislation
- Byrns - Resources
- Barger - TOS Permissible Investments
- Byrns - Gateway
- Hofherr - Mobile Homes
Newly Elected Training - 2024
- Hofherr - Roles of the SBOA
- Maitland - Roles of DLGF
- Van Dorp - Roles of COMP
- Byrns - Working Together
- Byrns - Role of County Treasurer
- Barger - Investments
- Byrns - Cashbook, Daily Deposits, Reconciliation & Financial Report
Treasurer's Conference - 2024
- Agenda
- Byrns - Training & Certifications
- Bohler/Lambert - Inkeepers Tax Overview and Its Impact
- Hofherr - Accounting for Inkeepers Tax
- Byrns - Reconciling & Cashbook
- Van Dorp - Indiana State Comptroller's Office
- Hofherr - New Legislation
- Byrns - Preparation to Leave Office
- Hofherr - Audit Process & Findings
- Barger - Investments
- Young - Records Management and Retention Schedules
Treasurer's Spring District Meeting - 2024
Treasurer's Conference - 2023
- Agenda
- Rogers - New Legislation
- Byrns - Miscellaneous Topics
- Byrns - Internal Controls
- Hofherr - Reconciling
- Byrns - Alcohol Permits
- Wheele - Special Investigations
- TOS - Investments
- Hofherr - Purpose of Audit
- Byrns - Receipting
- Diller - Settlement and PTRC
Newly Elected Training - 2023
Newly Elected Training - 2022
- Introduction to the State Board of Accounts
- Roles of the SBOA
- Working Together
- Roles of the Treasurer
- Cashbook, Daily Deposits, Reconciliation & Financial Report
Treasurer's Conference - 2022
- Agenda
- Hofherr - Accounting for Investments
- Byrns - Resource Library
- Hofherr - Banking and Reconciling
- Byrns - Audit Expectations
- Hofherr - New Legislation
- Byrns - Common Findings
- Hofherr - Preparing to Leave Office
- Christiansen - Record Retention
- Investments and Trust IN
Treasurer's Conference - 2021
- Agenda
- Logan/Barger - TOS Investments
- Monahan - FBI's Public Corruption Program
- Rogers - Operating During a Pandemic
- Hofherr - Internal Controls
- Hofherr - Gateway Uploads & Remote Auditing
- Rogers - New Legislation
- Janicki - IARA Public Records Retention
- Rogers - Audit Expectations
County Treasurer's (Virtual) Conference August 2020
- Agenda
- Rogers - Annual Financial Report
- Hofherr - Corrective Actions, Findings, and Internal Controls
- Rogers - Emergency Planning - COVID-19
- Hofherr - Preparing to Leave the Office
- Rogers - New Legislation
- Hofherr - Remote Auditing
- Rogers - Accounting for Investments
- Hofherr - Miscellaneous
- TOS - Banking and Investments
County Treasurer's Conference August 2019
- Agenda
- Heath - Convention and Tourism
- Hofherr - Internal Controls and Risk Assessment
- Hofherr - Reconciling
- Hofherr - Treasurer Cashbook Example
- Hofherr - Website Walkthrough
- Rogers - Audit Purpose, Preparation, and Results
- Rogers - Accounting for Investments
- Rogers - Form 350
- Rogers - Mobile Homes
- Rogers - New Legislation
- TOS - State Banking and Investments
- Lambert - Indiana Tourism Association
- Reynolds - AOS Local Government Division
- Bennett - DLGF
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Indiana Bookkeeping Workshop - Fall 2025
2nd Annual Library Bookkeepers Workshop - August 2025
Library Spring Workshop - Spring 2025
Indiana Bookkeeping Workshop – Fall 2024
Library Spring Workshop - Spring 2024
Indiana Bookkeeping Workshop - Fall 2023
Library Budget Workshop - Spring 2023
Indiana Bookkeeping Workshop - Fall 2022
Library Budget Workshop - Spring 2022
Capital Asset Depreciation - December 2021
Indiana Bookkeeping Workshop - Fall 2021
Library Budget Workshop - Spring 2021
Gateway Training 2021
Indiana Bookkeeping Workshop - Fall 2020
- Caldwell - Virtual Audit Expectations
- Gordon - CARES
- Gordon/Caldwell - Year-End Topics
- Tinsley - Other Post Employment Benefits (OPEB)
Library Budget Workshop - Spring 2020
Purdue Extension COVID-19 Webinar - April 2020
Indiana Bookkeeping Workshop Fall 2019
- Caldwell – Funds: Names & Numbers & Salary Resolutions
- Gordon – Enhanced Regulatory & Year-End Duties
Indiana Public Law & Finance Workshop Spring 2019
- Gordon – Libraries Update
- Caldwell - Assets & New Legislation
- Gordon/Caldwell - Schedule of Changes for Officials
Indiana Budget Workshop Fall 2018
- Gordon - Examples of Control Activities
- Gordon - Libraries Case Studies
- Caldwell -Year End Duties & Reminders
Indiana Public Law & Finance Workshop Spring 2018
- Gordon/Caldwell - Gateway Upload Application
- Caldwell - Forms
- Gordon - Corrective Action Plan
- Gordon - New Legislation
- Vinson - Special Investigations
Indiana Public Law & Finance Workshop Fall 2017
Indiana Public Law & Finance Workshop Spring 2017
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
IAPSS - New Superintendents Academy - September 2025
IASP - ECA Training - September 2025
IASBO - Annual Meeting - May 2025
IASBO - Purchasing Seminar - April 2025
IASP – ECA Training - March 2025
IASBO – Region 8 - December 2024
IASBO - Region 7 – November 2024
IASBO – Business Ethics & Fraud Prevention Seminar – November 2024
2024 IDOA Procurement Conference – October 2024
IASBO - Region 3 - September 2024
IAPSS - New Superintendents Academy - September 2024
IASBO - Region 6 - June 2024
IASBO - Annual Meeting - May 2024
IASBO - Region 10 - August 2023
IASBO - Annual Meeting - May 2023
IASBO - Purchasing Seminar - April 2023
IASP - ECA Training - March 2023
IAPSS New Superintendents Academy - October 2022
IASBO Fraud Seminar - October 2022
NIESC - ESC Food Procurement Meeting - September 2022
IASP - ECA Training - September 2022
IASBO - Region Meetings - August 2022
IASBO - Annual Meeting - May 2022
IASBO - ECA Training - April 2022
IASP - ECA Training - March 2022
IASBO - Annual Meeting - November 2021
ISNA - SBOA Audits of School Nutrition - September 2021
IASP - ECA Training - September 2021
IASBO - Region 10 - September 2021
IASBO - Region 2 - August 2021
IASBO - School Finance Seminar - June 2021
IASBO - Region Meetings - 2021
IASP - ECA Seminar - April 2021
IAPSS - Spring Region Meetings - April 2021
IASBO - Business Ethics and Fraud Prevention - April 2021
IASBO - ECA Seminar - March 2021
IASBO - School Nutrition - February 2021
IASBO - Annual Meeting - November 2020
IASP - ECA Seminar - October 2020
How to Prepare for a Successful Virtual Audit - August 2020
IASBO Region 7- August 2020
School Budgeting and Finance Seminar - August 2020
IASP - ECA Seminar - May 2020
IASBO Region Meetings - Spring 2020
Purdue Extension COVID-19 Webinar - April 2020
IASBO ECA Seminar - November 2019
IASBO Region 8 October 2019
Internal Controls over School Nutrition Funds October 2019
New Superintendent's Conference October 2019
IASP New ECA Treasurers' Conference Fall 2019
ISNA Back to School Training - July 2019
IDOE Budget Workshop - June 2019
IASBO Annual Meeting - May 2019
IASBO Region 5 Training 4-25-19
IASBO ECA Treasurers Workshop 4-23-19
IASBO Region 4 Training 4-18-19
IASP ECA Treasurers Workshop 4-17-19
IASBO School Nutrition Conference 2-28-19
IASBO Region 1 Training 2-14-19
IASBO Region 8 Training 2-1-19
Spending of ECA Funds 1-17-19
GAAP Training 10-19-18
ISNA Conference 11-8-18
IASBO ECA Treasurer's Workshop Fall 2018
IASP New ECA Treasurers' Conference Fall 2018
IASBO Chart of Accounts Region Meetings
IASBO Annual Meeting - May 2018
- Lenon - SBOA Update
- Preston - Internal Controls 2.0
- Preston - How to Prepare for an audit
- Ladson - Special Investigations
- Nauman - Preparing for a SBOA Audit
IASBO ECA Treasurers' Workshop
ISPA New ECA Treasurers' Conference
IASBO Kokomo Update 03.14.18
- Lenon/Preston - SBOA Update
- Includes information about Corrective Action Plans
IASBO ECA Training 01.18.18
IASBO Regional Meeting 12.05.17
IASBO ECA Meeting 11.03.17
ISBA Meeting 10.03.17
IASBO Annual Meeting - May 2017
April 2017 IASBO Purchasing Seminar
April 2017 IASBO Region 7 Meeting
March 2017 Athletic Directors
September 2016 IASBO Internal Control Seminar
September 2016 Extra-Curricular Workshop
June 2016 IASBO Region 7 Meeting
May 2016 North Central Special Education Roundtable
IASBO Annual Meeting - May 2016
- Preston/Michael - Internal Controls for Small School Corporations
- Preston/Michael - Internal Controls for Large School Corporations
- Preston/Michael - SBOA Update
- Preston/Michael - Treasurer's Roundtable
- Preston/Michael - How to Dispose of Old Equipment
April 2016 Extra-Curricular Workshop
April 2016 IASBO Region 3 Meeting
April 2016 IASBO Region 5 Meeting
March 2016 IASBO Region 3 Meeting
January 2016 IASBO Region 6 Meeting
January 2016 IASBO Region 8 Meeting
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
Soil and Water Workshop - December 2025
Conservancy District Training – October 2025
Soil and Water Workshop - December 2023
Soil and Water Training - October 2023
Soil and Water Workshop - December 2021
Gateway Training 2021
Solid Waste Management Districts Workshop
Soil & Water Workshop – Dec 2020
Aviation Indiana Meeting - April 2020
Purdue Extension COVID-19 Webinar - April 2020
2019 REGIONAL TRAINING
Soil & Water Workshop – Dec 2018
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
See our State Agency playlist.
State Agency Fraud Training - November 2025
State Agency Collaborative Training - June 2025
FFATA Reporting - SAM.GOV - June 2025
Internal Control Officer Training - Session 2 - July 2024
Internal Control Officer Training - Session 1 - July 2024
Internal Control Officer Training - June 2024
Indiana Office of Inspector General Auditor and Investigator Conference - June 2024
Indiana School for the Deaf - February 2024
Compliance Supplement Webinar - 2022
State Agency Fiscal Summit - 2022
Training Materials
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
ILMCT - AFR Presentation - January 2026
ILMCT Institute & Academy – November 2025
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - August 2025
- Municipalities State Called Meeting Call Letter
- SBOA School Agenda
- Bureau of Motor Vehicles
- Department of Local Government Finance
- Indiana Office of Technology
- Local Technical Assistance Program
- Public Access Counselor
- SBOA - New Legislation
- SBOA - SEFA
- SBOA - Special Investigations
- State Comptroller
ILMCT Institute & Academy - March 2025
Police Chief Executive Training - April 24
ILMCT Institute & Academy - October 2024
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2024
- Agenda
- Department of Local Government Finance
- Indiana Archives and Records Administration
- Indiana Office of the Attorney General
- Public Access Counselor
- SBOA - Clerk Treasurers and Town Councils
- SBOA - Fun with Federal
Police Chief Executive Training - April 2024
ILMCT Institute & Academy - March 2024
City and Town Court Judge Orientation - January 2024
2024 Newly Elected Clerks, Clerk-Treasurers, and Appointed Controllers
- 2024 NEO Boot Camp Agenda
- 2024 NEO Boot Camp Memo
- Federal Awards Platt
- Gateway Training Karl
- SBOA Fiscal Duties and Other Items Wilson
- SBOA Overview GossSBOA YouTube Channel
ILMCT District Meeting - October 2023
- Wilson/Goss - Legislative Updates
- Wilson/Goss - Gateway Updates
- Wilson/Goss - Frequent Federal Findings
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2023
- Call Letter
- Agenda
- INPRS - Retirement, PERF, Procedures
- IOT - Cybersecurity
- Public Access Counselor
- SBOA - Pre-Audit
- SBOA - SLFRF
- SBOA - Special Investigations and Meet Scotty
- DLGF - Budget
- SBOA - Legislative Update
- SBOA - Welcome
AIM Clerk Treasurer's School - May 2023
Police Chief Executive Training - April 2023
ILMCT Institute - March 2023
2022 ILMCT Virtual District Meeting
- Agenda
- Crowley - Audit Expectations
- Backus - Gateway
- Crowley - Year-End Considerations
- Lenon - Fraud Prevention
- Crowley - Name That Fund!
Internal Controls Webinar
September AIM ARPA Webinar
Seized Assets Webinar
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - June 2022
- Call Letter
- Agenda
- Gordon - New Legislation
- Britt - Access to Public Records
- Nielsen - Capital Asset Financial Reporting
- Indiana Public Retirement System
- Rhinefield - ARPA and Other Federal Grant Information
- Janosky - Special Investigations
- Caldwell - Fund Sources and Uses
AIM Clerk-Treasurers' School - May 2022
AIM Budget Workshop - May 2022
Police Chief Executive Training - April 2022
2022 ILMCT Institute & Academy
2022 Monthly Training Sessions
Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers - November 2021
- Agenda
- Caldwell - Chart of Accounts
- Gordon - Annual Financial Report Updates
- Caldwell - Year-End Considerations
- Nielsen - Capital Asset Financial Reporting
- Monahan - Public Corruption Program
- Karl - Gateway Updates and Examples
Clerk-Treasurers' Fall District Meeting - 2021
- Call Letter
- Caldwell/Gordon - Audit Start to Finish
- Caldwell/Gordon - Federal Audits
- Caldwell/Gordon - Bank Reconcilement
Police Chief Executive Training - July 2021
AIM Clerk-Treasurers' School - May 2021
AIM Budget Workshop - May 2021
2021 Monthly Training Sessions
- Karl - Gateway Training
- February Session
- April Session - Recording
- June Session
- July Session
- September Session
- December Session
December Training Session
November Training Session
Clerk-Treasurers' Fall Meeting 2020
- Caldwell/Gordon - Notification of State Called Meeting
- Gordon - CARES
- Gordon - Year-End Topics
- Maitland (DLGF) - Gateway, Public Reports, Public Notices
- Caldwell - Utility Shut Off and Liens
- Tinsley - Other Post Employment Benefits
- Gulley (DOR) - Project NextDOR
Purchasing - September 2020
Newly Elected or Appointed Fiscal Officers - Virtual State Called Meeting - August 2020
- Gordon - SBOA Introduction and Reporting
- Caldwell/Gordon - Audits, Start to Finish
- Caldwell - Bank Reconcilement
- Caldwell - Fund Sources and Uses
- Caldwell - Salary Ordinance
Indiana Municipal Lawyers Association - 2020
Internal Control AIM Webinar - May 2020
AIM Budget Workshop - April 2020
Purdue Extension COVID-19 Webinar - April 2020
ILMCT Institute and Academy
2020 City and Town Court Judge Orientation
2020 Newly Elected Clerks, Clerk-Treasurers, and Appointed City Controllers
- 2020 NEO Boot Camp Memo
- 2020 NEO Boot Camp Agenda
- Caldwell/Gordon - Newly Elected Official Training
- Dungan - Gateway Training
- Carmack - Federal Awards
- Mahon - Special Investigations
Municipal Finance Officers Association Meeting - November 2019
Clerk-Treasurers' Meeting Fall 2019
2019 Road Scholar Core Course #4
2019 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 1 - 2019 Annual Conference Agenda
- 2 - 2019 Annual Conference Memo
- 3 - Caldwell – New Legislation 2019 PowerPoint
- 4 - Caldwell – New Legislation Digest Material
- 5 - Nielsen - Capital Asset Outline
- 6 - Nielsen - Accounting for Capital Assets
- 7 - Ralston - Indiana Department of Revenue
- 8 - Caldwell/Gordon - Hot Topics
- 9 - Gordon GAAP Enhanced Regulatory Update
- 10 - Carmack Federal Audits
- 11 - Light - SBOA Training School
- 12 - Van Dorp - Budget 2019 Review / Budget 2020 Preview
2019 AIM Budget Workshop
- 1 - Gordon Overview GAAP & Regulatory Reporting Updates
- 2 - Caldwell MVH Hot Topics: Operational Report & MVH Restricted
2019 REGIONAL TRAINING
GAAP Training - 10-19-18
- Preparing Full GAAP Financial Statements - RSM
- Recordings:
Clerk-Treasurer's Meeting Fall 2018
- Caldwell - Year End Duties & Reminders
- Gordan/Caldwell - Internal Controls
- VanDorp - ILMCT Regional Meetings
2018 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2018 Agenda
- 2018 Announcement Memo
- Britt - Public Access Counselor
- SBOA - Preliminary Audit Forms 7 9 13
- Gordon/Caldwell - New Legislation PowerPoint
- SBOA Fraud Case Study
- SBOA Other Important Topics
- SBOA Remote Audit & Uploads
- IARA Records Retention
- SBOA Special Investigations
- VanDorp - Budget Overview
- Gordon - SBOA Strategic Vision
Annual Operation Report For Highway and Street Departments March 2018
Clerk-Treasurer's Meeting Fall 2017
- Caldwell - Audit Expectations-Preparations
- Michael - Finding Resolutions
- 1031 Guidelines
- CAP Template
- CAP Instructions
- Van Dorp - DLGF
2017 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- Announcement Memo
- Agenda
- DLGF - Budget
- INDOT - Community Crossings Grant
- OCRA
- OCRA - CDBG Policy Manual - Financial Management
- OCRA - Sample CDBG Policy
- SBOA New Legislation - MVH, CCMG
- SBOA New Legislation - Day 2 HEA
- SBOA New Legislation - Day 2 SEA
- SBOA New Legislation - HEA 1031
2017 State Called Meeting
- Agenda
- Session II - Purchasing
- Session III - Computer Security Issues
- Session IV - Regional Workshops
- Session V - Key Contacts, Use of Funds
- Session VI - Travel Policy
- OCRA Map of Regions
CLERK-TREASURER’S MEETING FALL 2016
- Jones DLGF 2017 Budget
- Gordon/Caldwell End of the Year Duties 2016
- Gordon/Caldwell Gateway 2016
- Gordon/Caldwell Financial Assist to Non-Govt Entities
2016 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2016 June Annual Training Memo Agenda - Michigan City
- Board for Depositories
- DLGF Budget Presentation
- Hoosier START Focus On Fiduciary
- Indiana Bond Bank
- Memo SEA 67 Special Distribution 04222016
- Memo Matching Grant Fund 05242016
- SBOA 2016 HEA New Leg
- SBOA 2016 SEA New Leg
- SBOA Fraud Special Investigations
- SBOA HEA 1001
- SBOA SEA 67
- TrustINdiana
Newly Elected City/Town Officials – 2016
- Agenda Newly Elected Training 2016
- Caldwell Gordon SEA393 Bond Bulletin 2015
- Caldwell Newly Elected Afternoon IV 2016
- Caldwell Newly Elected Morning 2016
- Caldwell Understanding the Audit Process 2016
- Gordon Newly Elected Afternoon I 2016
- Gordon Newly Elected Afternoon II 2016
- Gordon Newly Elected Afternoon III 2016
- Jones NEO DLGF 2016
CLERK-TREASURER’S MEETING FALL 2015
- Caldwell Gateway 100R Nepotism And Contracting Policies 2015
- Caldwell - Gordon Internal Control Case Studies 2015
- Caldwell - Gordon Internal Controls 2015
2015 Annual Training School for City and Town Clerk-Treasurers, City Clerks and City Controllers
- Memo and Agenda 2015 June Annual Training Westin Indy
- 2015 House Acts Cities and Towns
- DLGF Cities and Towns June 2015 presentation
- IFA State Revolving Fund June2015
- McGladrey GASB 67 68 SBOA Presentation
- Senate Acts 2015 Cities and Towns
CLERK-TREASURER’S MEETING FALL 2014
- 2014 Fall Clerk Treasurers Conference Oct 2014
- City Town New Form Approval Process
- Discontinuance of Utility Service and Wastewater Lien Process
- Gateway2014 city/town
- Intro Manuals Contacts
- Nepotism Contracting Policy
- Year End Duties
- 2014 Fall Clerk Treasurers Conference Oct 2014 pdf
- City Town New Form Approval Process pdf
- Discontinuance of Utility Service and Wastewater Lien Process pdf
- Gateway2014 city/town pdf
- Intro Manuals Contacts pdf
- Nepotism Contracting Policy pdf
- Year End Duties pdf
2014 Annual Training School for City and Town Clerk-Treasurers, City Clerks, and City Controllers
- 2014 Annual Training School - Memo and Agenda French Lick
- 2014 June Clerk Treasurers Conf Dan Jones DLGF
- 2014 June Clerk Treasurers Conf Dan Jones DLGF
- Cities and Towns Bulletin - June 2014
- City Town New Form Approval Process
- City Town New Form Approval Process
- Public Access Laws in IN Presentation L Britt
- Public Access Laws in IN Presentation L Britt
City and Town Court Judges Training June 2013
SBOA YouTube Channel
Click on the above link if you wish to view training videos posted to our YouTube channel.
2026 ITA Township Finance: End of Year Training - January
2025 ITA Educational Conference - September 2025
2025 State Called Meetings - April 2025
- Wineinger - SBOA Updates
- Huber - Township Assistance
- Wineinger - Common Audit Findings
- Huber - Cemetery Care and Maintenance
ITA Township Finance: End of Year Training – January 2025
2024 ITA Educational Conference – September 2024
2024 State Called Meetings - April 2024
- Wineinger – SBOA Update
- Huber – Gateway – Annual Financial Reports, Updates to Monthly and Annual Engagement Uploads
- Wineinger – Compensation, Nepotism, and Contracting Policies
- Huber – Public Works, Purchasing, and Capital Assets
2023 State Called Meetings - April 2023
- Agenda
- Lenon - SBOA Update
- Wineinger - Corrective Action Plans and Trends
- Wineinger - Fire Protection
2022 Newly Elected Officials Conference
2022 ITA Educational Conference - September 2022
2022 State Called Meeting - April 2022
- Agenda
- Lenon - SBOA Updates
- Wineinger - Internal Controls and Gateway
- Lenon - Fences and Weeds
- Wineinger - Enhanced Regulatory Reporting
2021 ITA Educational Conference - September 2021
2021 State Called Meeting - April 2021
- Agenda
- Lenon - Township Assistance
- Wineinger - Public Purchases, Public Works, and Capital Assets
- Lenon - New Township Manual
- Wineinger - Gateway and Monthly Uploads FAQs
- Recording
2020 ITA Educational Conference - September 2020
2020 Virtual Trustee Conference - July 2020
- Agenda
- Township Compliance - Chase Lenon
- Enhanced Regulatory Reporting - Jonathan Wineinger
- SBOA Audit Requirements - Chase Lenon
- Gateway and Monthly Uploads - Jonathan Wineinger
- SBOA Coronavirus Guidance
Purdue Extension COVID-19 Webinar - April 2020
2020 State Called Annual Township Meetings - March/April
- Agenda
- Township Compliance - Chase Lenon
- Enhanced Regulatory Reporting - Jonathan Wineinger
- SBOA Audit Requirements - Chase Lenon
- Gateway and Monthly Uploads - Jonathan Wineinger
2019 Indiana Township Association (ITA) Annual Meeting - September
2019 State Called Annual Township Meetings - March
- Agenda
- Lenon - SBOA Update
- Lenon - Fire Protection Contracts
- Example Contract 1
- Example Contract 2
- Example Contract 3
- These contracts are to be used for training purposes only.
- Wineinger - Corrective Action Plan Writing Tips
- Lenon - SBOA Audits
- Spurlock - Gateway
2019 Newly Elected Trustee Training
Indiana Township Association (ITA) Annual Meeting 2018
2018 State Called Annual Township Meetings - January/February 2018
- Agenda
- Michael - "Finding Resolutions" HEA 1031
- Preston - Internal Controls
- Lenon - New Audit Opinions and Common Report Findings
- Preston - Township Assistance
- Lenon - Township Parks
- Preston - Gateway Reports
- Lenon - Township Ledger
- Ledger Examples
- Examples Recorded in the Ledger (We recommend that you zoom to 400% for viewing purposes)
Indiana Township Association Annual Meeting - September 26, 2017
2017 State Called Annual Township Meetings - January 2017
- Agenda
- Lenon - New Engagements and Common Comments
- Lenon - Non-Gov Assistance
- Michael - Internal Controls
- Preston - Cemetery Care and Maintenance
- Preston - IRS Requirements
2016 State Called Annual Township Meeting - September 21, 2016
- Agenda
- Lenon - Financial Assistance to Non-Governmental Entities
- Michael - Internal Controls
- Michael - Township Assistance
- Preston - Fire Protection Options
- Preston - Gateway
- Preston - Law Updates
2016 ITA Annual Meeting
2016 UTA Annual Meeting
Other Materials
Newly Elected Training for Cities and Towns:
- Overview and Introduction to SBOA
- Getting started in the office
- Public Official Bonds
- Bank Reconcilements
- Obtaining Access to Gateway
- Monthly Uploads in Gateway
- Annual Uploads in Gateway
- Uniform Compliance Guidelines
- Getting Started with Internal Controls
- City & Town Internal
- Importance of Policies Part 1
- Importance of Policies Part 2
- What to Expect from Audit
SBOA Training Videos
- Forms Prior to Audit
- Highway Annual Operational Report Updates
- SBOA Internal Controls v2
- Internal Controls Webinar
- Capital Asset Training
Newly Elected Training for Cities and Towns:
SBOA Training Videos
Engagements
| Single Audit | Any non-federal entity that expends $500,000 ($750,000 for audits of fiscal years beginning on or after December 26, 2014) or more in a year in Federal awards shall receive a Single Audit. A Single Audit includes a Financial Audit, as well as a compliance audit of Federal Awards |
| Financial Audit | An audit of an entity's financial statements and accompanying disclosures conducted in accordance with Generally Accepted Auditing Standards (GAAS). An audit of an entity's financial statements is conducted to provide an opinion on whether the financial statements are fairly stated in accordance with the applicable reporting standards. An audit is intended to provide reasonable, but not absolute, assurance that the financial statements are presented fairly. A Financial Audit is conducted in conjunction with a Single Audit. |
| Compliance Engagement | Pursuant to IC 5-11-1-9, every entity that the SBOA is required to perform some type of engagement, inquiry is to be made as to whether the units comply with the laws of the State of Indiana. In most cases, compliance engagements are conducted in conjunction with another engagement, but there are cases in which a compliance engagement is performed on its own. |
| Review | A review of an entity’s financial statements is conducted when the needs of the unit do not require the level of assurance that is provided in an audit or examination. The objective of a review is to obtain limited assurance about whether the examiner is aware of any material modifications that should be made to the financial statements to be in accordance with the applicable reporting standards. Reviews are performed in accordance with the Statement on Standards for Accounting and Review Services. |
| Special Investigation | Pursuant to IC 5-11-1-27, any local government that has any erroneous or irregular variances, losses, shortages, or thefts of government funds or property is required to report those to the SBOA. In situations in which there is fraud, or suspected fraud, we will conduct a special investigation, with the purpose being to search for misfeasance, malfeasance, or nonfeasance by a local government official. |
| Agreed-Upon Procedure | Occasionally, an entity will have a specific reporting need, and will engage the SBOA to perform an agreed-upon procedures engagement. In these situations, the purpose of the engagement and the procedures required are set out before hand and are conducted by the SBOA in accordance with Statements on Standards for Attestation Engagements. |
Frequency of Examinations
Indiana Code 5-11-1-25 provides the criteria the SBOA is to use in determining the examination frequency of entities.
Examinations are completed annually (biennially for a school corporation) if one or more of the following apply:
- If the entity is subject to an annual federal audit;
- A federal audit is required if the amount of federal expenditures exceeds $750,000 for an audit period.
- Due to continuing disclosure requirements; or
- As a condition of a public bond issuance.
The entity must provide notice to the State Examiner not later than 60 days after the close of the entity’s fiscal year that it is required to have an annual audit under these circumstances.
An audit of the State is completed annually.
If the above criteria are not applicable to an entity, then the SBOA uses a risk based approached to determine the frequency of examinations. These risk based factors include (but are not limited to):
- Election or Appointment of new fiscal officer or key employees
- Timeliness and accuracy of Annual Financial Report (AFR) (required by IC 5-11-1-4)
- Results of prior examinations
- Risk Assessment questionnaire they complete within their AFR
- Information presented to SBOA by outside sources (staff, citizens, vendors, etc.)
Regardless of the results of the risk based assessment, examinations are completed at least once every four years.