2018 CFPM Workshops

CFPM Workshops

You are invited

Piper Jaffray and ISFIS would like to present you with a great learning opportunity. We will be hosting a series of workshops where you will have the chance to complete an in-depth five-year projection model for your district. We will be utilizing the Comprehensive Financial Projection Model (CFPM) which will provide you with a five-year projection of property tax rates, unspent authorized budget, solvency ratio and a detailed aid and levy worksheet for FY 2020 through FY 2025.


There is no charge for the software; however, to cover the costs of the conference room/meals we are asking a fee of $75 per person or $100 total if a district sends two people. We encourage both superintendents and business officials from districts to join us as a team.


Dates and locations

10:00 a.m. - 3:30 p.m. each day


Monday, October 22, 2018


The Hotel at Kirkwood Center
7725 Kirkwood Blvd SW | Cedar Rapids, IA 52404


Tuesday, October 23, 2018


FFA Enrichment Center
1055 Southwest Prairie Trail Parkway | Ankeny, IA 50023


Thursday, October 25, 2018


Kings Pointe Conference Center
1520 East Lakeshore Drive | Storm Lake, IA 50588



9:00 - 10:00 a.m.


10:00 - 10:15 a.m.

Welcome, mission and goals

10:15 - 11:00 a.m.

General session 1
New features, changes and creation of a capital improvements plan

11:00 - 12:00 p.m.

CFPM set-up

12:00 - 1:00 p.m.


1:00 - 1:30 p.m.

General session 2
Financial policies, rating agency requests and requests from bondholders and others

1:30 - 2:30 p.m.

Finalization of CFPM file
How to use the file for planning
Addressing board and user requests for future files

2:30 - 3:00 p.m.

Small session 1
So you think you want to pursue a bond election

2:30 - 3:00 p.m.

Small session 2
Polish your excel skills; goal seek, vlookup, conditional formatting and other functions

3:00 - 3:30 p.m.

Small session 3
Continuing disclosure exercise for those who have public debt outstanding

3:00 - 3:30 p.m.

Small session 4
Equipment Loss Protection program


Materials Required

  • WiFi-enabled laptop with Microsoft Excel (Windows version preferred)
  • FY 2018 CAR
  • October 2018 Certified Enrollment


To register, please RSVP to Tim Oswald via email or at +1 515 247-2358.