Wednesday, May 10

8:00 a.m. – 5:00 p.m. Annual Meeting Registration

8:00 a.m. – 8:30 a.m. Pre-Conference Workshop & Certification Course Refreshment Break

8:30 a.m. – 11:30 a.m.  Pre-Conference Workshops & Certification Course

• Federal Education Update
Noelle Ellerson Ng, Associate Executive Director, Policy & Advocacy, AASA: The School Superintendents Association

Mrs. Ellerson Ng, legislative liaison for the Association of School Business Officials International, will provide a federal education update dealing with the latest work of the new Congress and the new administration. The voice of school business officials matters when it comes to federal education policy. Ellerson Ng will provide updates on ESSA, school funding, Supreme Court cases, the Trump administration, and more.

• Affordable Care Act Compliance (ACA)
W. James Hamilton, Partner, Bose, McKinney & Evans, LLC

Significant modifications will be made to the Affordable Care Act and accompanying regulations during 2017. These changes may generate opportunities for public schools that are sufficiently prepared. Mr. Hamilton will provide attendees with practical, timely advice about how to best take advantage of these changes in 2017 and beyond.
Five Top Things to Consider When Reviewing Ancillary Employee Benefits
During the final hour, a panel of practitioners, vendors, and legal experts will discuss 403(b) best practices within the context of the overall importance of reviewing ancillary employee benefits. Trends in employee benefits within the public education sector will also be discussed.

• Accrual Accounting (A114)
Michelle Cronk, Director of Business, Kokomo School Corporation

The course will compare and contrast cash and accrual accounting and explore strengths and weaknesses in each method. Students will learn to read, understand, and explain the difference between Income Statements and Balance Statements prepared under the accrual-basis vs. the same types of reports prepared under the cash-basis accounting. Students will discover why the terms Owner’s Equity, Retained Earnings, Profit, Prepaid Expenses, Accounts Receivable, Accounts Payable, Capital, Net Fixed Assets and the relationship between Assets, Liabilities and Owner’s Equity are important to the businesses who use accrual accounting. Students will learn how revenue and expenditures are recorded in accrual-based accounting vs. cash-basis accounting and the importance of recognizing the value of fixed assets and real property. This course will help participants to be able to communicate with various organizations such as the community, the school board, and Chamber of Commerce.

11:30 a.m. – 1:00 p.m. Lunch for Pre-Conference Workshops & Certification Course Participants

1:30 p.m. – 4:30 p.m.  Pre-Conference Workshops & Certification Courses

• Federal Education Update (Repeat of a.m. Workshop)

• Affordable Care Act Compliance (ACA) (Repeat of a.m. Workshop)

• Fiscal Management of Federal Funds: Title I, Special Education, School Nutrition
IDOE Title I, Special Education, School Nutrition Staff

This seminar is designed for the school business officials and program directors responsible for ensuring fiscal compliance with federal funding. Title I, Special Education – IDEA, and School Nutrition experts from the IDOE will discuss federal regulations, fiscal procedures, and recordkeeping requirements relating to their program. Topics may include procurement rules, suspended/debarred vendors, indirect costs, personnel, and others. A question and answer session will follow.

• School Law & Administrative Rules – Advanced (ADM112)
Lisa Tanselle, General Counsel, Indiana School Boards Association (ISBA)

The course is designed to provide an in-depth look at tort liability, students with disabilities, and employment issues, including terms and conditions of employment, benefits, discrimination, hiring procedures, termination, employee rights, special education, and interlocal agreements.

• Food & Nutrition Administration (ADM118)
Sara Gasiorowski, Child Nutrition Director, MSD of Wayne Township

The course provides an overview of record keeping, basic laws governing food nutrition sales and purchasing, government commodity program, staffing, free/reduced lunch programs, labor relations, and safety practices. The course will also discuss menu planning, nutrition standards, and marketing.

5:30 – 7:00 p.m. Opening Mixer

Thursday, May 11

6:30 a.m. – 8:00 a.m. Breakfast

7:00 a.m. – 8:15 a.m. Registration

8:15 a.m. – 9:30 a.m. Opening Session

9:45 a.m. – Noon Exhibit Hall Open

10:00 a.m. – 11:10 a.m.

Treasurer / Deputy Treasurer Round Tables
(Choose 2 of the following 30-minute sessions)

• Records Retention
Jim Corridan, Director & State Archivist, Indiana Archives & Records Administration (IARA)
This session will provide information every school business official should know about records retention and destruction for both paper and electronic media.

• ADA Leave
Jonathan Mayes, Esq., Bose, McKinney & Evans LLP
Attendees will learn about ADA leave, who qualifies, how it impacts wages, and the paperwork required.

• Procurement Cards
Katie Aeschliman, MBA, Sr. Vice President, BMO Harris Bank, N.A.
This session discusses procurement cards, their benefits, and the process involved.

• My Choice Retirement Savings Plan (INPRS)
Lisa Anderson, Indiana Public Retirement System
This session will provide current information on public employee retirement options and give the audience opportunities for Q & A.

• Ask the Experts -SBOA, IDOE, DLGF
Ryan Preston, Supervisor of Audits, State Board of Accounts; Melissa Ambre, Director / Office of School Finance, IDOE; Courtney Schaafsma, Commissioner, Indiana Department of Local Government Finance (DLGF)
This Q&A session provides attendees the opportunity to ask questions of the expert panel.

Noon – 1 p.m. Lunch

1:00 p.m. – 3:00 p.m. Exhibit Hall Open

3:15 p.m. – 4:15 p.m. Clinic Sessions

• Collective Bargaining Compliance: Perspective from IEERB & School Attorney Amy Matthews, Esq., Church, Church, Hittle + Antrim; Sarah Cudahy, Director, Indiana Education Employment Relations Board
In the 6 years since collective bargaining laws changed, various agencies have overseen compliance with differing rules and expectations. Since IEERB began overseeing compliance, they have issued guidance through annual compliance rubrics and within the appeal process. The IEERB Director and an experienced school attorney will discuss the current state of collective bargaining compliance rules and laws.

• Special Education Maintenance of Effort (MOE)
Jennifer Thompson, Grants Supervisor, Special Education Office-IDOE
Ms. Thompson will discuss Maintenance of Effort and the process of determining a school district’s MOE as it relates to Special Education IDEA Part B grant funding.

• Risk Management / Cyber Security
Dana Hensley, Account Executive, Bond & Specialty Insurance, Travelers
This session will provide an introduction & review of risks that are associated with cyber threats. It includes items that school districts should consider in protecting district data along with student/staff personal information from loss or theft. Real life examples and the types of insurances available to cover these potential losses will be presented.

• Update from the State Board of Accounts (SBOA)
Ryan Preston, Supervisor of Audits, State Board of Accounts, Chase Lenon, Director of Audit Services, Indiana State Board of Accounts
This session will provide up-to-date audit information from the experts at the State Board of Accounts. There will be time for Q & A.

• Preparing for Salary Negotiations
Panel: Steve Snider, Chief Financial Officer, DeKalb County Central USD, Mike Shafer, Chief Financial Officer, Zionsville Community Schools, Regina May, Controller, Zionsville Community Schools, Scott Gralla, Sr. Analytics Advisor, Forecast5, Inc., Wes Karsten, Relationship Manager, Forecast5, Inc.
Be prepared for salary negotiations by leveraging the power of information. Providing stakeholders qualitative & quantitative information will streamline the process and set the table for the best possible outcome for parties.

• IDOE School Nutrition Audit: Administrative Review Overview & Tips
Marcia Yurczyk, School & Community Nutrition Division, IDOE; Betsey Willard, Child Nutrition Supervisor, Franklin Township CSC; Lindsey Hill, Director of Nutrition, South Madison SC
These topics & more will be covered during this session: Nonprogram Revenue Tool; how to set up Point of Sale Systems to facilitate accounting; technology shortcuts; and learning from the IDOE issues they have discovered.

• Operational Staffing Models – Using Data to Accomplish Operational Results
Darin Miller, General Manager, Hillyard Indiana; Keith Smith i.c.e.-GB, Strategic Development Manager, Hillyard, Inc.
This session will demonstrate effective use of industry analytics to benchmark and optimize your custodial staffing model.

4:30 p.m. – 5:30 p.m. Clinic Sessions

• Collective Bargaining Compliance: Perspective from IEERB & a School Attorney Amy Matthews, Esq., Church, Church, Hittle + Antrim; Sarah Cudahy, Director, Indiana Education Employment Relations Board
In the 6 years since collective bargaining laws changed, various agencies have overseen compliance with differing rules and expectations. Since IEERB began overseeing compliance, they have issued guidance through annual compliance rubrics and within the appeal process. The IEERB Director and an experienced school attorney will discuss the current state of collective bargaining compliance rules and laws.

• Office of School Finance: Review of Recent Issues
Melissa Ambre, Director, Office of School Finance, Indiana Department of Education (IDOE)
This session will provide attendees with current information from the Office of School Finance.

• Special Education Maintenance of Effort (MOE)
Jennifer Thompson, Grants Supervisor, Special Education Office-IDOE
Ms. Thompson will discuss Maintenance of Effort and the process of determining a school district’s MOE as it relates to Special Education IDEA Part B grant funding.

• Ins & Outs of Hiring School Nutrition Administration: A Practical Guide
Marcia Yurczyk, School & Community Nutrition Division, IDOE; Lindsey Hill, Director of Nutrition, South Madison CSC, Lori Shofroth, Food Service Director, Tippecanoe SC
The speakers will present the guide that was a joint effort between IDOE & Indiana School Nutrition Association. The guide is a great resource to help school administrators fill School Nutrition Director positions with applicants who are capable and meet USDA requirements. Additional topics will be discussed during this session.

• Farmland Assessment
Belvia Gray, Principal, Umbaugh & Associates
This session will provide an introduction and review of Assessed Valuations of School Districts with the focus on the impact of future changes in farmland assessment values.

• Peer School Analysis
Jeff Mercer, Executive Director of Finance, Franklin Community Schools
You will be introduced to simple Six Sigma tools and techniques that will allow you to prioritize a series of key financial variables that will result in the creation & effective communication of your district Peer Group analysis.

• Leadership vs. Management
Chad Blacklock, Chief Financial Officer & Interim Superintendent, MSD of Franklin Twp., Brian Simkins, Asst. Superintendent of Human Resources, MSD of Warren Twp.
A successful public school leader needs to be both a strong leader and manager to get their team to follow them towards key goals. In this clinic session, understanding the difference between effective leadership and management will be addressed. Both are necessary and often used interchangeably, but they are two distinctive and complimentary processes involving different characteristics and purposes.

6:30 p.m. – 8:30 p.m. Awards Banquet

 

8:45 p.m. Live Band Dance Party Sponsored by American Fidelity & Stifel

 

Friday, May 12

6:30 a.m. – 8:00 a.m. Breakfast

7:00 a.m. – 8:00 a.m. Research Committee Meetings

8:00 a.m. – Noon Registration

8:15 a.m. – 9:15 a.m. Clinic Sessions

• Department of Local Government Finance (DLGF) Update
Courtney Schaafsma, Commissioner, Indiana Department of Local Government Finance
This session will provide attendees with current information from the DLGF and provide time for Q & A.

• Update from the State Board of Accounts (SBOA)
Ryan Preston, Supervisor of Audits, State Board of Accounts, Chase Lenon, Director of Audit Services, Indiana State Board of Accounts
This session will provide up-to-date audit information from the experts at the State Board of Accounts. There will be time for Q & A.

• Legal Issues Update – ISBA
Lisa Tanselle, Esq., General Counsel, Indiana School Boards Association
This session will provide a legal update and review cases relevant to the management and operations of Indiana school districts.

• E-Rate 2017
Charlie Hobbs, President, AdTec
This session will provide current information the FCC has released concerning E-rate for fiber projects & network upgrades. The session will share how to prepare for FY_2018 with or without a State Master Contract for internet and fiber circuits (WAN services).

• Analysis & Evaluation of Creating a District Police Department
David Holt, Chief Financial Officer, MSD of Warren Township, Kevin Scott, Chief Financial Officer, Elkhart Community Schools
Student, staff, and facility safety & security is of utmost importance for school districts. This session will examine questions to evaluate the benefits of a district police department and other options in providing safety & security for your district.

• Teacher Licensing, Emergency Permits, Transition to Teaching
Risa Regnier, Director of Educator Licensing, IDOE
This session will provide an update on changes in licensing statutes, rules, or processes that will impact teachers, administrators, and HR personnel in schools and districts who approve applications and PGPs and need to provide information and answer questions for their staff.

• Best Practices for Grant Management
Amanda Brackett, Chief Financial Officer, Tippecanoe School Corporation; Stephanie Pittman, Corporation Treasurer, Bremen Community Schools
This session will examine best practices for grants in both larger and smaller school settings. Included will be suggestions for developing, organizing, and maintaining grant files, and provide outside resources and key information needed to effectively monitor grant funds.

9:30 a.m. – 10:30 a.m. Clinic Sessions

• Department of Local Government Finance (DLGF) Update
Courtney Schaafsma, Commissioner, Department of Local Government Finance (DLGF)
This session will provide attendees with current information from the DLGF and provide time
for Q & A.

• Office of School Finance: Review of Recent Issues
Melissa Ambre, Director, Office of School Finance, Indiana Department of Education (IDOE)
This session will provide attendees with current information from the Office of School Finance.

• Legal Issues Update – ISBA
Lisa Tanselle, Esq., General Counsel, Indiana School Boards Association
This session will provide a legal update and review cases relevant to the management and operations of Indiana school districts.

• School Bus Seatbelts & Transportation Update
Mike LaRocca, Director of School Transportation, IDOE; Terry Butler, Director of Transportation, School City of Hammond, Barney Summers, Cooperative Purchasing Coordinator, Central Indiana Educational Service Center
How do you get kids to wear seat belts? What is your liability? What are other expenses? These topics and more will be discussed during this session.

• Sailing the Seas of Disability Law: Navigating the Storm of FMLA, Disability Accommodations, and More!
John Mayes, Esq., Bose, McKinney & Evans LLP; Andrew Manna, Esq., Church, Church, Hittle + Antrim
Experienced attorneys will address the overlap between FMLA, ADA, and Workers’ Compensation and how school corporations can comply with each.

• Feeding the 1:1 Beast
Tom Ashley, Director of Technology, Huntington County CS; Don Chase, Director of Technology, Southwest Allen County Schools; Mel Glick, Director of Technology, MSD of Steuben County; Adela Dickey, Director of Technology, Northwest Allen County Schools
Making the decision to implement a 1:1 program is only the beginning of the process. What are the costs of supporting a 1:1 program? How does a district create a program that is sustainable? The panel will discuss issues such as how to budget for repairs and maintenance, controlling loss, strategies for funding successive iterations of their program, and lessons learned from their first implementation.

• Bank Services & Products
Michael Gilmore, Sr. Vice President, Huntington National Bank, Beth Bingham, Treasury Banking Manager, Huntington National Bank, Jeffery Messer, Director, Umbaugh Cash Advisory Services
This session provides an introduction & review of banking services that are available to Indiana school districts and a process to follow to select the financial institution that best suits the needs of the district.

10:30 a.m. – 11:00 a.m. Break/Hotel Check-Out Time

11:00 a.m. – Noon Think Tank Round Tables

• Chief Financial Officers/Superintendents – Small Corporations 2,000 and less ADM

• Chief Financial Officers/Superintendents – Medium Corporations 2,001- 8,000 ADM

• Chief Financial Officers/Superintendents – Large Corporations 8,001 + ADM

• Treasurers / Business Office Specialists

• Human Resources

• School Operations: Facility / Technology / Transportation

12:15 p.m. – 1:30 p.m. Closing Lunch

1:30 p.m. – 2:30 p.m. Super Session 2017 Indiana General Assembly Review
Dennis Costerison, IASBO Executive Director

For a downloadable Agenda and Registration Form, please click the following links:
2017 Annual Meeting Agenda FINAL 5-8-17
Registration Form 2017 Annual Meeting