More than 150 participants from 47 states, five technical assistance centers, and the Office of Special Education Programs (OSEP) at the U.S. Department of Education met in Denver, Colorado, for the first ever IDEA Fiscal Forum on November 2–4, 2016. The event was sponsored by CIFR and the IDEA Data Center (IDC) with support from the National Center for Systemic Improvement (NCSI).

Presentations are organized by fiscal topic. To view presentations from a specific day, download the IDEA Fiscal Forum app from the iTunes App Store. Use the code iff16 to open the app.

• Fiscal Q&A With OSEP. Presenters: OSEP

Allocation of IDEA Part B Subgrants to LEAs

• Nuts and Bolts of Allocations to LEAs. Presenters: Susan Murray (OSEP), Hillary Tabor (OSEP)

Charter School Fiscal Issues

• OSEP Priority Update: Charter Schools and Fiscal Issues. Presenters: Susan Murray (OSEP), Debra Jennings (OSEP)

Coordinated Early Intervening Services (CEIS)

• Blending and Braiding Funds. Presenters: Charlie Kniseley (OSEP), Daniel Schreier (OSEP)
• MOE Reduction and CEIS Interaction: Overview and A Perspective from Two States. Presenters: Chris Thacker (IDC), Tracy Riddle (NC), Fred Edora (SC)
• Scaling Up CEIS Student Level Reporting: Student Level Reporting in Statewide Longitudinal Data Systems Presenters: Bill Huennekens (Center for the Integration of IDEA Data (CIID)), Cecelia Dodge (CIFR, CIID)
• Significant Disproportionality and the Fiscal Implications of Scaling Up CEIS. Presenters: Julie Bollmer (IDC), Laura Snyder (IDC), Nancy O’Hara (IDC), Dean Zajic (KS), Diana Stanfill (KS), Mary Ann Mieczkowski (DE)
• Thinking Outside the Bucket: Braided Funding: Inclusive Opportunities for Students with Disabilities. Presenters: Will Jensen (NV), Debbie Cate (Early Childhood Technical Assistance Center (ECTA)
• Tracking CEIS. Presenters: Terry Long (IDC), Steve Smith (CIFR), Jennifer Thompson (IN)
• Understanding CEIS, Step by Step. Presenters: Sara Doutre (CIFR), Cecelia Dodge (CIFR)
• Voluntary CEIS – One District’s Story. Presenters: Barbara Goldsby (CO SEA), Gerry Olvey (CO LEA), Chad Dekam (CO LEA)

Excess Cost

• Excess Cost: A Discussion. Presenters: Dean Zajic (KS), John Andrejack (MI), Angie Nickell (MO), Jana Rosborough (NCSI)
• Excess Cost: The Basics. Presenters: Jana Rosborough (NCSI), Dean Zajic (KS), Hillary Tabor (OSEP)
• Working with OSEP and TA centers regarding LEA MOE and Excess Cost: A Delaware Story
  • Part 1. Presenters: Hilary Tabor (OSEP), MaryAnn Mieczkowski (DE)
  • Part 2. Presenters: MaryAnn Mieczkowski (DE), Steve Smith (CIFR), Anne Louise Thompson (NCSI)

Fiscal Monitoring and Processes

• Benefits and Approaches to Documenting Fiscal Processes. Presenters: Laura Snyder (IDC), Chris Thacker (IDC), Lisa Haley (AR)
• Financial monitoring of Educational Service Agencies. Presenters: Dan Schreier (OSEP), John Andrejack (MI)
• Leveraging Fiscal Initiatives. Presenters: Anne Louise Thompson (NCSI), Hillary Tabor (OSEP)
• Leveraging Fiscal Monitoring. Presenters: Anne Louise Thompson (NCSI), Hillary Tabor (OSEP)
• Preschool Fiscal Considerations. Presenters: Debbie Cate ((Early Childhood Technical Assistance Center (ECTA)
• Risk Assessments. Presenter: Matthew Schneer (OSEP)
• The Future of Fiscal Monitoring. Presenters: Ruth Ryder (OSEP), Matthew Schneer (OSEP)

Grants Management and Audit Resolution

• Grants Management
  • The Basics. Presenters: Jana Rosborough (NCSI), Rachel Zellmer (WI))
  • Look Across State Systems. Presenters: Rachel Zellmer (WI), Patricia Gray (NJ), Tracy Riddle (NC), Jana Rosborough (NCSI)
• OSEP Priority Update: Uniform Guidance. Presenters: Charlie Kniseley (OSEP), Debra Jennings (OSEP)

Local Educational Agency Maintenance of Effort (LEA MOE)

• Coming Soon: Local Education Agency Maintenance of Effort (LEA MOE) Toolkit. Presenters: Sanay Abraham (CIFR), Terry Long (IDC)
• Developing Comprehensive LEA MOE Procedures – State Perspectives & Working Session. Presenters: Sara Doutre (CIFR), Jennifer Thompson (IN)
• Different Approaches to Working with LEAS on MOE. Presenters: Laura Johnson (CIFR), Steve Smith (CIFR), Tracie Coleman (VA), Wendy Lee (ID), Edward (Ted) Fournier (ME)
• Improving MOE Data Through Procedure and Practice. Presenters: Sara Doutre (CIFR), Chris Thacker (IDC)
• LEA MOE: Determining Eligibility and Compliance: Effective Practices for States and Facilitated Peer to Peer Discussion. Presenters: Elena Lincoln (CIFR), Dean Zajic (KS), Angie Nickell (MO)
• LEA MOE: Four Methods: Using Local Funds. Presenters: Jennifer Howell (CIFR), Connie Hill (AZ), John Andrejack (MI)
• MOE Reduction and CEIS Interaction: Overview and A Perspective from Two States. Presenters: Chris Thacker (IDC), Tracy Riddle (NC), Fred Edora (SC)
• New Data Elements related to the LEA Maintenance of Effort Provision of IDEA. Presenters: Chris Thacker (IDC), Steve Smith (CIFR)
• Working with OSEP and TA centers regarding LEA MOE and Excess Cost: A Delaware Story
  • Part 1. Presenters: Hilary Tabor (OSEP), MaryAnn Mieczkowski (DE)
  • Part 2. Presenters: MaryAnn Mieczkowski (DE), Steve Smith (CIFR), Anne Louise Thompson (NCSI)

Maintenance of State Financial Support (MFS)

• OSEP’s Role in the South Carolina MFS Story. Presenters: Ruth Ryder (OSEP), Paula Burdette (CIFR), Carol Cohen (CIFR), Susan Flanagan (SC), John Payne (SC)
• State Experiences with the MFS Toolkit. Presenters: Laura Johnson (CIFR), Paula Burdette (CIFR), Susan Flanagan (SC), Patsy Milligan (UT), Thacker (KY)
• The CIFR Connection: Partnering with South Carolina. Presenters: Carol Cohen (CIFR), Paula Burdette (CIFR), Susan Flanagan (SC), John Payne (SC), Jason Cone (SC), Shanna Graham (SC)
• Understanding Maintenance of State Financial Support
  • Part 1: Breaking down the regulations and data. Presenters: Wayne Ball (CIFR), Jenifer Harr-Robins (CIFR)
  • Part 2: Building on the experiences of three states. Presenters: Don Enoch (AK), Gretta Hylton (KY), Colleen Riley (KS)
• Using the MFS Toolkit: An Interactive Learning Session. Presenters: Paula Burdette (CIFR), Laura Johnson (CIFR)

Significant Disproportionality

• Equity in IDEA: Comparing the Current IDEA Equity Requirements. Presenters: Julie Bollmer (IDC), Richelle Davis (OSEP)
• Significant Disproportionality and the Fiscal Implications of Scaling Up CEIS. Presenters: Julie Bollmer (IDC), Laura Snyder (IDC), Nancy O’Hara (IDC), Dean Zajic (KS), Diana Stanfill (KS), Mary Ann Mieczkowski (DE)
• Significant Disproportionality
  • Significant Disproportionality Does Exist! Presenters: Tom Munk (IDC & CIFR), Nancy O’Hara (IDC & CIFR)
  • Addressing the Significant Disproportionality That Exists! Presenters: Tom Munk (IDC & CIFR), Nancy O’Hara (IDC & CIFR), Lisa Haley (AR), Nancy Hicks (LA), Kathleen Ehling (NJ)