All workshops and teleseminars r

All workshops and teleseminars require pre-registration.

Scroll down to view each session's description and register.

Intro to Financial Reporting to CPB
October 5 and November 18, 2009
January 26, 2010
This two-hour teleconference provides a basic overview of the Annual Financial Report (AFR) that most CPB grantees must file in order to be in compliance with certain provisions of the Community Service Grant (CSG) program. Some grantees only file an Annual Financial Summary Report (FSR), which will also be discussed in this presentation. This training session is designed for individuals who have no prior experience completing an AFR or FSR. CPB staff will guide you through a brief discussion on the reasons for financial reporting to CPB and the essential role non-Federal Financial Support (NFFS) plays in CSG calculations. Additionally, you will receive a brief overview on how to use CPB's web-based reporting tool, ISIS, for filing these reports.

The instructors for this session are Bob Michel and Tim Appel
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         *** IMPORTANT: PLEASE NOTE ***
   Attendees are required to register at least 48
   hours in advance. Instructions on how to
   connect to this session via web and audio
   will be sent to you upon registration.

Learning Objectives:
- How to calculate and report non-federal financial support (NFFS)
- Understanding of compliance requirements of the Communications Act
- Understanding of special reporting requirements for various licensee types

Prerequisite:    General understanding of public broadcasting accounting method
Course level:   Beginner
Preparation:       Basic knowledge of accounting
Instructional delivery method: Group/Live
CPE Credits: 2
Field of Study: Specialized Knowledge and Applications

Public Broadcasting Management Association (PBMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2471. Website: www.nasba.org

What is NFFS?
October 7 and December 9, 2009
February 2, 2010
Non-Federal financial support (NFFS) is a key indicator in determining eligibility for the Community Service Grant (CSG) program as well as a key component in calculating CSGs. This is the principal reason for submitting an Annual Financial Report (AFR) to CPB. This two-hour teleconference will elucidate the concept of NFFS. CPB staff will define NFFS and provide simple methods for determining the NFFS eligibility of direct and in-kind revenue. Highly recommend for AFR filers regardless of experience level.

The instructors for this session are Bob Michel and Tim Appel.
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Learning Objectives:

- Understand the meaning of non-federal financial support (NFFS)

- How to calculate and report non-federal financial support (NFFS)

Prerequisite: Basic knowledge of accounting methods
Course Level: Intermediate
Instructional Method: Group/Live
CPE Credits: 2
Field of Study: Specialized Knowledge and Applications

Completing the FSR
November 4 and December 17, 2009 (note new date / rescheduled from 12/10/09)
February 24, 2010
This session is for FSR filers only (CSG Level A and B Radio Grantees). In this two-hour teleconference CPB staff will discuss the financial filing requirements that are unique to FSR filers. CPB staff will also guide you through detailed instructions on completing the Financial Summary Report (FSR).

The instructors for this session are Bob Michel and Tim Appel
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Learning Objectives:
- Line-by-line instructions on how to complete the Financial Summary Report
- An understanding of the financial filing requirements unique to FSR

Course level: Intermediate
Preparation: General understanding of AFR reporting forms
Instructional delivery method: Group/Live
CPE Credits: 2
Field of Study: Specialized Knowledge and Applications

All-Day Workshop on the AFR
October 28 at Vegas PBS / KLVX-TV
December 3 at Chicago Public Radio / WBEZ
This 8-hour Workshop is designed to discuss and illustrate the unique aspects of financial reporting to CPB using a web-based annual financial reporting (AFR) tool. It also defines and discusses the application of non-federal financial support (NFFS) policies to station revenues. You will learn about the reasons for financial reporting to CPB and the essential role NFFS plays in community service grant (CSG) calculations. Additionally, you will learn how to use CPB's web-based reporting tool, ISIS, for financial reporting as well as important changes to AFR Schedules.

The leadership team for this workshop includes Robert Michel, Tim Appel, and Damon Frazier.

                            IMPORTANT NOTICE
   Workshops require a minimum number of registrants
     by six weeks prior to the event. CPB will determine by
     9/17/09 if the October workshops will be presented. CPB
     will determine by 10/22/09 if the December workshops
     will be presented.

     Please register if you are interested, but DO NOT make
     any travel reservations until you receive a confirmation
     that the workshop will take place.

Learning Objectives:

- How to calculate and report non-federal financial support (NFFS)

- Understanding of compliance requirements of the Communications Act

- Understanding of special reporting requirements for various licensee types

Prerequisite:      General understanding of public broadcasting accounting methods
Course level:      Intermediate
Preparation: General understanding of AFR reporting forms
Instructional delivery method: Group/Live
CPE Credits: 6
Field of Study: Specialized Knowledge and Applications

«Register

All Day Workshop on SABS - Station Activities Benchmarking Survey
October 29 at Vegas PBS / KLVX-TV (Vegas PBS)
December 4 at Chicago Public Radio / WBEZ
This is a practical how-to workshop on accurately completing the SABS survey. Attendees will be led through each of the SABS sections and discuss the types of financial and non-financial information to be reported. This all-day (7-hour) workshop will cover the following areas: SABS data collection, financial consolidation, error checking, SABS available tools, and the SABS help desk support, and review submitting your SABS survey. Attendees are encouraged to ask questions and bring station situations on how to handle and report financial and non-financial SABS information. The session will conclude by briefly explaining the types of reporting available to the user community. Please feel free to invite and bring any personnel that are involved with collecting, entering and/or reporting SABS information.

The instructors for this session include Kevin Thompson and Damon Frazier.

                            IMPORTANT NOTICE
   Workshops require a minimum number of registrants
     by six weeks prior to the event. CPB will determine by
     10/22/09 if the December workshops will be presented.

     Please register if you are interested, but DO NOT make
     any travel reservations until you receive a confirmation
     that the workshop will take place.

Learning Objectives:

- How to gather and check information for the SABS survey

- How to use SABS help features

- How to use SABS reporting tools to generate benchmarking reports

Prerequisite:      General understanding of public broadcasting accounting methods
Course level:      Intermediate
Preparation: General understanding of SABS online reporting system
Instructional delivery method: Group/Live
CPE Credits: 7
Field of Study: Specialized Knowledge and Applications

«Register

All Day Workshop on SAS (Station Activity Survey) and SABS (Station Activities Benchmarking Survey)
January 14 at the CPB Offices in Washington, DC

This is a practical how-to workshop on accurately completing the SAS and SABS surveys. Attendees will be led through each of the SAS and SABS sections and discuss the types
of financial and non-financial information to be reported. This all-day (7-hour) workshop will begin by focusing on the SAS survey (~1.5 hours) and then spend the duration discussing
the SABS survey. The following areas will be covered in support of both surveys: data collection, consolidation, error checking, available tools, available help desk support, and review submitting your surveys. Attendees are encouraged to ask questions and bring station situations on how to handle and report financial and non-financial survey information. The session will conclude by briefly explaining the types of reporting available to the user community. Please feel free to invite and bring any personnel that are involved with collecting, entering and/or reporting survey information.

The instructors for this session include Damon Frazier and Matt Schifano.

Learning Objectives:

- How to gather and check information for SAS and SABS

- How to use SAS and SABS help features

- How to use SABS reporting tools to generate benchmarking reports

AFR Schedules A, E & F
October 8 and December 15, 2009
~~February 10, 2010~~ Rescheduled for March 18, 2010
This is part of a series of web-based sessions that provide extended discussion and instruction on the different components of the Annual Financial Report (AFR). In this two-hour teleconference CPB staff will guide you through detailed instructions on completing AFR Schedules A (Direct Revenue), E (Expenses) and F (Reconciliation) using CPB’s web-based reporting tool, ISIS.

The instructors for this session are Bob Michel and Tim Appel.
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Learning Objectives:

- Line-by-line instructions on how to complete Schedules A (Direct Revenue), E (Expenses),|
and F(Reconciliation)

- How to report the information using CPB’s web-based reporting tool, ISIS

Course level: Intermediate
Preparation: General understanding of AFR reporting forms
Instructional delivery method: Group/Live
CPE Credits: 2
Field of Study: Specialized Knowledge and Applications

AFR Schedule B
November 16, 2009
January 11, and March 17, 2010
This is part of a series of web-based sessions that provide extended discussion and instruction on the different components of the Annual Financial Report (AFR). In this two-hour teleconference CPB staff will guide you through detailed instructions on completing AFR Schedule B (Indirect Administrative Support). Please note: This session is intended only for institutional licensees (i.e. stations licensed to states, local governments, colleges and universities (private or public), and outlying territories like Puerto Rico or Guam).

The instructors for this session are Bob Michel and Tim Appel
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Learning Objectives:

- Line-by-line instructions on how to complete Schedules B (Indirect Administrative Support)

- How to report the information using CPB’s web-based reporting tool, ISIS

Course level: Intermediate
Preparation: General understanding of AFR reporting forms
Instructional delivery method: Group/Live
CPE Credits: 2
Field of Study: Specialized Knowledge and Applications

AFR Schedules C & D / In-kind Contributions
November 9, 2009
January 8, March 4, 2010

This is part of a series of web-based sessions that provide extended discussion and instruction on the different components of the Annual Financial Report (AFR). In this two-hour teleconference CPB staff will guide you through detailed instructions on completing AFR Schedules C and D (In-kind Contributions). Emphasis will be placed on the non-Federal financial support (NFFS) eligibility of certain types of in-kind contributions, as well as CPB’s documentation and valuation requirements for in-kind contributions.

The instructors for this session are Bob Michel and Tim Appel.
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Learning Objectives:
- Line-by-line instructions on how to complete Schedules C and D (In-kind Contributions).
- How to report the information using CPB’s web-based reporting tool, ISIS

Course level: Intermediate
Preparation: General understanding of AFR reporting forms
Instructional delivery method: Group/Live
CPE Credits: 2Field of Study: Specialized Knowledge and Applications

How to Process CSG and Other Legal Forms Using ISIS
September 16, September 21, October 1, October 15, October 21, 2009

The Integrated Station Information System (ISIS) is a web-based portal that integrates the CSG Legal Forms, AFR/FSR, SABS and SAS into one solution. This 1 hour web session will cover information relevant to processing CSG and other Legal forms using the ISIS system for the purposes of maintaining compliance with CPB.

The instructor for this session is Elsie Hillman-Gordon.
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Learning Objectives:

- Explore details of CPB’s Integrated Station Information System (ISIS)

- Review of required legal forms to be filed via ISIS

- Overview of relation between legal forms and CPB compliance

Prerequisite:      Familiarity with public broadcasting accounting terms and methods
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional delivery method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

Introduction to ISIS
September 1, September 14, September 28, October 5, October 27,
November 9, and December 4, 2009
February 3, and March 2, 2010   (The January 4th date has been cancelled.)

The Integrated Station Information System (ISIS) is a web-based portal that integrates the CSG Legal Forms, AFR/FSR, SABS and SAS into one solution. This 1-hour web session will begin by covering the navigation of the ISIS system for the purposes of completing the AFR/FSR, SABS and SAS functions. Learn the various reporting requirements and deadlines that all grantees must meet in order to participate in the CSG program.

The instructor for this session is Joe Nguyen.
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Learning Objectives:

- Learn how navigate the ISIS system

- Understanding of various reporting requirements and deadlines

Prerequisite:      General understanding of public broadcasting accounting methods
Course level:      Beginner
Preparation:       Basic knowledge of accounting
Instructional delivery method: Group/Live
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

Certification and Compliance Requirements for Grant Recipients
October 2 and December 7, 2009
March 25, 2010

This session will discuss the Communications Act compliance requirements for CSG grantees and the CPB’s certification guidelines. CPB staff will discuss the guidance that CPB offers in the certification guidelines of the Act’s requirements. This discussion will also include the issues that stations most frequently raise when asking CPB about the compliance requirements.

The instructor for this session is Robert Winteringham.
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Learning Objectives:

- Understand the legal requirements associated with receipt of CPB funding

- Understanding of common errors on grant filing and expenditure

Prerequisite: Basic knowledge of accounting methods
Course Level: Intermediate
Instructional Method: Group/Live
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – Development, Underwriting and Auction
December 1, 2009 and January 12, 2010

This 1.5 hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Development, Underwriting, and Auction sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Development, Underwriting and Auction sections
of the SABS survey

- Direction on gathering, interpreting, and entering information in those sections
of the SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – All Sections
December 8, 2009 and January 19, 2010

This 3-hour web session is a practical how-to workshop on accurately completing the SABS survey. Attendees will be led through ALL sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A broad overview of all sections of the SABS survey

- Different types of information required for various sections of the SABS survey

Prerequisite:      General understanding of public broadcasting accounting methods
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional delivery method: Group/Live with web support
CPE Credits: 3
Field of Study: Specialized Knowledge and Applications

SABS – Programming and Production
December 9, 2009 and January 20, 2010

This 1-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Programming and Production sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Programming and Production sections of the SABS survey

- Direction on gathering, interpreting, and entering information in those sections of
the SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – Station Information, Revenue, and Corporate Management
And Support Sections
December 10, 2009 and January 6, 2010

This 1.5-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Station Information, Revenue, and Corporate Management & Support sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Station Information, Revenue and Corporate Management,
and Support sections of the SABS survey

- Direction on gathering, interpreting, and entering information in that section of the
SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – Content Distribution & Delivery
December 15, 2009 and January 21, 2010

This 1-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Content Distribution & Delivery section of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering, and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Content Distribution and Delivery section of the SABS survey

- Direction on gathering, interpreting, and entering information in that section of the
SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – Educational Services and Community Outreach
December 16, 2009, and January 27, 2010

This 1-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Educational Services and Community Outreach sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Education Services and Community Outreach sections
of the SABS survey

- Direction on gathering, interpreting, and entering information in those sections of
the SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – FTE Workbook and Expenses
December 17,2009 and January 7, 2010

This 1.5-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the FTE Workbook and Expenses sections of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the FTE Workbook and the Station Expenses section of the
SABS survey

- Direction on using the FTE Workbook to calculate entries and on entering expense
information in the SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SABS – Joint Licensee
January 5, 2010 only

This 1-hour web session is a practical "how-to" workshop on accurately completing the SABS survey. Attendees will be led through the Joint Licensee section of the survey and discuss the types of financial and non-financial information to be reported. Please feel free to invite any personnel that are involved with collecting, entering and/or reporting SABS information. During this session we will review key dates for completing the SABS.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- A line-by-line review of the Joint Licensee section of the SABS survey

- Direction on gathering, interpreting, and entering information in that section
of the SABS survey

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

SAS (TV and Radio) Web Session

January 13 and January 28, 2010
This 1 hour web session is a practical how-to workshop on accurately completing the SAS survey and how to run SAS Salary reports. Attendees will be led through ALL sections of the survey and discuss the types of employment, salary, governing board and other information to be reported. The session will conclude by introducing the SAS Salary reporting system and demonstrate how to run system and cohort/peer group salary reports. Please feel free to invite any personnel that are involved with collecting, entering and/or using the SAS reporting information. During this session we will review key dates for completing SAS

The instructor for this session is Damon Frazier.
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Learning Objectives:

- An understanding of how to accurately complete the SAS

- An introduction to the SAS Salary reporting system

How to Interpret and Maximize the SABS Reporting Information
for Benchmarking and Analysis
April 14, May 12, and June 17, 2010

This 1-hour Web session will provide guidance on how to best interpret and maximize SABS data for benchmarking and analysis.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- How to use SABS reporting tools to generate benchmarking reports

- How to determine which reports support the analytic need or set of metrics

Prerequisite:      General understanding of the SABS survey instrument
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional method: Group/Live with web support
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

How to Use the ISIS SABS/SAS Reporting Tool
March 10 and May 11, 2010

This 1-hour Web session will cover the navigation of the ISIS system for the purpose of generating SABS and SAS reports.

The instructor for this session is Damon Frazier.
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Learning Objectives:

- Learn how navigate the ISIS system

- Learn how to generate SABS and SAS reports.

Prerequisite:      General understanding of public broadcasting accounting methods
Course level:      Intermediate
Preparation:       Basic knowledge of accounting
Instructional delivery method: Group/Live
CPE Credits: 1
Field of Study: Specialized Knowledge and Applications

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