Training Opportunities
SAFES
How to Use SAFES. This online training video assists with using the State Auditor's Form Entry System. When you click the link below, you will be brought to a web page with a video player. Click on the white triangle in the center of the player and the online training video will begin playing.
Audit Practice Division
2024 Local Government Training Conference. State Auditor Julie Blaha will host a training for those working with local government finances on November 20, 2024. For more information, please visit the conference webpage.
Government Information Division
CTAS Training Materials. Instructional materials for the Small City and Town Accounting System (CTAS) are available as documents you can download to view or print and, in some cases, videos you can watch on your computer. Click here to be brought to the CTAS "Getting Started" webpage to find links to the documents and videos.
Pension Division
Pension Video Instruction Series. The Pension Division of the Office of the State Auditor (OSA) has prepared a series of online training videos to assist with the completion of annual reporting forms and to inform officials of their annual reporting requirements.
- Updates to the Reporting Forms New!
- Reporting Requirements for Fire Relief Associations
- SAFES: A Complete Guide for Fire Relief Associations
Deferred Interest Series. The Pension Division of the OSA has prepared a series of online training videos covering deferred interest types, credit methods, and calculations by plan type.
- Defined Benefit Plans - Deferred Interest Types and Credit Methods New!
- Defined Contribution Plans - Deferred Interest Types and Credit Methods New!
- Deferred Interest Calculations New!
Fire Relief Association Training. The Pension Division of the OSA is pleased to offer training for relief association officers, board members, and auditors. The information and guidance in these videos is current as of the recording date. Subsequent law changes or other developments may have affected their current applicability.
FIRE Form Series. The Pension Division of the OSA has prepared a series of online training videos to assist with the completion of the Financial and Investment Reporting Entry Form (FIRE Form).
- FIRE Form: General Information
- FIRE Form: Completing the Plan Information Tab
- FIRE Form: Completing the Investment and Mutual Funds Tabs
- FIRE Form: Completing the Financial Information and Pension Payments Tabs
- FIRE Form: Completing the Cash Flows Tab
- FIRE Form: Completing the Defined Contribution Table
SC Form Series. The Pension Division of the OSA has prepared a series of online training videos to assist with the completion of the Schedule Form (SC Form).
Tax Increment Financing (TIF) Division
Recorded Live Webinars:
- 2025 An Introduction to TIF - Held July 15, 2025
- 2025 TIF Administration for Authority staff - Held July 17, 2025
- 2025 County Administrators TIF Training - Held July 31, 2025 (available soon)
- 2023 Changes to the TIF Act - Held September 27, 2023
Pre-Recorded Training Videos:
The Six-Year Rule. These videos and tool give an overview of the Six-Year Rule in the Tax Increment Financing (TIF) Act and how to track compliance.
- The Six-Year Rule (approximately 19 minutes)
- How to Monitor the Six-Year Rule (approximately 20 minutes)
- The Six Year Rule Tracking Tool - Excel Spreadsheet
Tax Increment Financing: A Primer for City Councils (& Other TIF Authorities). The TIF Division of the OSA has prepared a brief overview of key concepts and considerations for decisionmakers considering whether to approve the use of TIF.
TIF Video Instruction Series. The TIF Division of the OSA has prepared a series of training videos to assist with completing TIF forms.
- Completing the Pooled Debt Form (approximately 7 minutes)
- Completing the TIF Plan Collection Form (for Modified Districts) (approximately 6 minutes)
- Completing the TIF Plan Collection Form (for New Districts) (approximately 8 minutes)
TIF Annual Reporting Form Videos
- Part 1: Reporting Form Basics (approximately 7 minutes)
- Part 2: The Overview and District Information Tabs (approximately 8 minutes)
- Part 3: The Debt Tab (approximately 7 minutes)
- Part 4: The Interfund Loan Tab (approximately 9 minutes)
- Part 5: The Pay-As-You-Go Tab (approximately 9 minutes)
- Part 6: The Project Costs Tab (approximately 6 minutes)
- Part 7: The Transfers Tab (approximately 3 minutes)
- Part 8: The Revenues and Expenditures Tab (approximately 5 minutes)
- Part 9: The Balance Sheet Tab (approximately 3 minutes)
- Part 10: The Excess Increment Calculation Tab (approximately 4 minutes)
- Part 11: The Annual Disclosure Statement and Comments Tabs (approximately 4 minutes)
TIF Education Series. The TIF Division has prepared a series of videos with information and background on Tax Increment Financing.
- Creating TIF Districts: An Overview for TIF Authorities (approximately 25 minutes)
- The History of TIF and Why It Matters (approximately 18 minutes)
- Introduction to Tax Increment Financing (approximately 7 minutes)
- TIF District Types (approximately 13 minutes)
- TIF Pooling (approximately 7 minutes)
- Excess Increments vs. Excess Taxes (approximately 8 minutes)
Past Webinars. Please click below to view videos from prior year trainings.