FY25 A.I. E&D Simplified

Only available as part of a package

***2-hour session***

We will review the balance sheet checklist and the undesignated fund balance analysis including the encumbrance process. These are the two most common hold-ups in the E&D process. We hope to better explain what is expected and what we are looking for within these two forms in order to simplify and expedite your certification. After our presentation we will have a question and answer period for all things E&D no matter if they are related to our presentation. This session is geared toward all Regional School Business personnel regardless of years of experience and all others are welcome.

Bobbi Jo Colburn

Field Representative, Worcester Bureau of Accounts

Massachusetts Division of Local Services

Jared Curtis

Field Representative

Massachusetts Department of Revenue, Springfield

Jared has been with the Department of Revenue’s Division of Local Services for 25 years.  He is a Supervisor with the Bureau of Accounts overseeing communities in Western Massachusetts. Jared holds a Bachelor’s degree from Westfield State University and a Master’s of Public Administration from Florida State University.

Andrew S. Nelson

Bureau of Accounts Supervisor

Massachusetts Department of Revenue, Central Region

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Slide Deck: E&D Simplified
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Session Evaluation: E&D Simplified
Recorded 05/15/2025  |  60 minutes
Recorded 05/15/2025  |  60 minutes Upon completion of this survey, your PDPs will automatically appear in your MASBO transcript.
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