News & Press: IASBO News

IASBO OCTOBER 6 WORKSHOPS

Monday, September 21, 2020  

IASBO OCTOBER 6 WORKSHOPS

On October 6, Indiana ASBO will hold the 2020 Pre-Conference Workshops that were originally scheduled for the May Annual Meeting.  Both workshops will be virtual.  If you were registered for one or both of these workshops in May, you do not need to register again.  If you had not registered before, the registration information can be found on the IASBO website.  The following are the agendas for both workshops on October 6:

LONG RANGE FINANCIAL PLANNING WORKSHOP

Attendees will discover ways to help their district implement long range planning to help project the future of the district’s finances.  Discussion will include the first steps in long-range planning, how to project revenues and expenses, and ways to implement the planning into day-to-day operations.  The session will include the types of data important to collect, the impact of tax rates and property taxes on revenues, and how to project Education and Operations Funds expenses.  Participants will have the opportunity to work through situations and strategies to take home and begin implementing in their district.  

 8:40 a.m.  LIVE Zoom Room Opens

 9:00 a.m.  Welcome

Chad Blacklock, Vice President, Stifel

Scott Bowling, Superintendent, Crawfordsville Community Schools

Barry Gardner, Chief Financial Officer, MSD of Wayne Township

Belvia Gray, Principal, CIPMA, Baker & Tilly

 9:05 a.m.    Introduction to Long-Range Financial Planning 

• Why complete a long-range financial plan?

• Strategic vs. long-range planning

• What core elements are needed to say that you actually have a long-range financial plan?

Matt Bubness, Senior Manager, Government Finance Officers Association, Chicago, IL

 10:05 a.m.  Break

 10:15 a.m.  Scenarios/Case Study

 The group will run through long range planning scenarios intended to create practical solutions to challenges that Business Officials face in their day-to-day operations.  The presenters will weigh in with suggestions on how to best handle various ways to tackle the difficult situations you face.

11:00 a.m.  Breakout Groups

• Create a beginning framework for a financial plan for your school district

• Prepare discussion topics based on four areas of emphasis

• Participants will be broken out into small groups based on their current long-range financial planning experience.

(Beginner, Intermediate, Advanced)

o Beginner-High level look at projecting long-range planning metrics (enrollment, AV, revenue, expenditures).

o Intermediate-Focus will be an in-depth look at demographics, assessed value, tax rate, and other key metrics.

o Advanced-Participants have created a long-range financial plan and will focus on strategies to maximize revenue and contain expenses.

12:00 p.m.  Closing

INVESTING IN OUR EMPLOYEES: THE KEY ROLES OF BENEFITS AND PAYROLL

12:40 p.m. LIVE Zoom Room opens

1:00 p.m.  Investing in our Employees:  The Key Roles of Benefits & Payroll

Amanda Brackett, Chief Financial Officer, Tippecanoe School Corp.

Randi Libby, Business Manager, Wa-Nee Community Schools

Gina Buhr, Director of Business Operations, DeKalb County Central USD 

Jeanine Corson, Human Resources Director, New Albany-Floyd County Schools

This workshop will focus on the importance of effective and efficient coordination of payroll and benefits administration in light of the school district's goals regarding employee retention.  Best practices will be addressed to demonstrate why payroll and benefits play an essential role in the human capital needs of the organization.

Moderators:  Brian Simkins, Chief Human Resource Officer, MSD of Warren Township, and Erica Purvis, Controller, Elkhart Community Schools

4:00 p.m.  Adjourn