• Contact Information

    Please enter you main contact's information for your registration.
  • Please enter the phone number in the following format (###)### - ####.
  • What is your job role at your district? This is simply to give us a good idea of the area of the system you work in on a regular basis.
  • Please enter the number of years you have worked in SDS.
  • Package Type and Attendees

    Please enter in the number of attendees you are registering, select the event package (discount packages)/ individual event and enter a coupon code if you have one.
  • Enter the number of attendees you are registering. If you are just entering yourself, please enter a one.
  • Select the package you would like. Packages you receive a bigger discount, so please check them all out. Individual prices = Kickoff Webinar $225/person, Annual Conference Webinar $275/person, Face to Face $295 and Masterclass $595
  • Enter a coupon code if you have one.
  • Register for Events

    Click on the check box next to the event/s you would like to attend. If you selected a package, please still select each event you would like to attend.
    Check the box if you would like to register. The cost is $225/person if purchase individually. Check out the agenda on the right side of this page. You will receive: a Kickoff manual, two expert trainers and recording of webinar for future viewing. Watch, learn and ask questions.
    All sessions take place from 9:00 - 3:00. The Webinar is $275 and the conference is $295. You will receive a manual, goodies, lunch, two trainers and connection time in the face to face sessions. The webinar you will receive a manual, two trainers and a recording you can watch at anytime. It will be a packed filled day of learning and connecting with the SDS community. There are seat restrictions, so please register if you are planning on attending ASAP.
    Will take place 9:00 - 3:00. This is an ADVANCED class for users that want to take their knowledge to the next level. The founder of SDS (Terry Litz), Head Programmer and two of our Top Trainers will be teaching you. This class is only for a select few. It will be a small group. With this class you will receive a group lunch, manual, goodies and completion award. Also even more valuable face to face time with SDS and other advance users, the meeting is priceless, just to connect and enjoy time in Chicago.
  • Please included who referred you to our events. Thank you!
    By checking this box it means you have authority by your supervisor to register and pay for your registration. You also acknowledge your district will be charged for your registration through our billing department sherrie@schooloffice.com. The prices are per/person, not per group. There is no refund for the Annual Conference or Masterclass, unless there is an emergency. For the Kickoff Webinar we must have 3 business day advance notice of cancellation. Thank you for registering and week look forward to serving you!

Event Agenda's


  • Closing the Finance Fiscal Year
  • Preparing for the Audit
  • Financial Reporting for the End of the Finance Fiscal Year
  • Check Reconciliation


  • Creating New Contracts for the New Fiscal Year
  • Mass Changing the Deductions and Benefits
  • Changing the Description of the Deduction or Benefits
  • Awarding of Days for the New Year Fiscal Year
  • Basic Tips and Tricks of Making the System Work more Efficiently
  • Any new Items from Programming

Navigating the brand NEW SDS Website

  • Resources Online
  • Help Counsel
  • Support (Submitting an X-Connect)


  • Online Courses
    • Course packages
  • Crystal Report Training
  • System Training
  • Order Checks and/or Envelopes
  • New User Boot Camp
    • Register for Monthly Live Webinars
    • View previous Agendas and list to the recordings
  • Touch Base Tuesday
    • Register for Bi-Monthly Live Webinars
    • View previous Agendas and listen to the recordings

Menu Selections

  • Menu Left, Top and Folders
  • Remembering the User ID
  • Remember Last Selected

Approval Process

  • Setting up Approvers
    • Accounts Payable
    • Purchase Order Request
    • Attendance (Sick, PL, Vac)
    • Expense Reimbursement


Green Accounting

  • Accounts Payable
  • Accounts Receivable
  • Cash Receipts
  • Journal Entries
  • Time Cards
  • Vendor Documents
  • Employee Documents

Accounts Payable

  • Fixed Asset
  • Other Fields
  • P Card
  • Re-Classification

State Reports

  • Illinois
  • Michigan
  • Colorado

Customizable Reports

  • Preset Reports

Financial Month and Auditor Control

  • Soft and Audit Data Entry Control Setting
  • Change Activity Entry Dates
  • Un-Lock Permanent Entries


  • Cash Receipts
  • Accounts Payable

Teachers Retirement System (IL)

Control Center

  • System Adjustments
    • Change Month/Year Flag
    • Combine Customers/Vendors
    • Combine Employees

Tips and Tricks

  • Preset Payroll Reports
  • Master Code Field Definition
  • System Adjustments

2020 Enhancements

  • Horizontal Screen
  • Payroll Liability or Expense Clearing Account