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Leadership Manual 2020-2021

The Association of California School Administrators is the largest umbrella organization for school leaders in the United States, serving more than 17,000 California educators.

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Page 67 of 139

Association of California School Administrators Date: June 1, 2020 To: All ACSA Region Treasurers All ACSA Region Consultants Copy: 2020‐2021 Region Presidents 2019‐2020 Region Presidents Gilbert Associates, Inc. From: ACSA Chief Financial Officer Subject: ACSA Annual Audit At the completion of the 2019‐2020 fiscal year, kindly submit to my office the financial information necessary to complete the annual audit of ACSA and its affiliated companies. Specifically, we will need all income and expenses from your region's financial operations for the 12‐month period ending June 30, 2020. These figures should be reported on the "Regional Financial Report for Fiscal Year 2019‐2020 Form," also available on our website. Be sure that the beginning balance on your financial report for this fiscal year agrees with the ending balance of the prior fiscal year. Please note that the format of the revenue and expense accounts as well as account descriptions have changed from prior years due to IRS requirements. The financial results of your regional operations will be included on State ACSA's Tax Return. As such, your financial reports will also be reviewed by our independent auditors and will need to be returned by August 30, 2020 electronically to or to the following address: Association of California School Administrators, Attn: Erin Grogan,1575 Bayshore Highway, Suite 300, Burlingame, CA 94010. We will also need your June 30, 2020 bank statement(s) and reconciliation(s), July 31, 2020 bank statement(s) and an updated list of your region's bank account(s). If you have any questions, please do not hesitate to call me or Erin Grogan at (650) 259‐3431. All forms will also be available at‐profile/finance. Thank you for your continued cooperation. 68

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