colorado association · 2015-08-30 · 2015. the activities will begin on wednesday october 7th...
TRANSCRIPT
1
Colorado Association of
School Business Officials
20TH
ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET
“Navigating the Times”
20th
ANNUAL FALL CONFERENCE
October 7-9, 2015 The Village at Breckenridge
Breckenridge, Colorado
(888) 525-1787
Program Agenda and Registration Information Enclosed
Register by October 7, 2015
2
CASBO 20th
Annual Fall Conference October 7-9, 2015
The Village at Breckenridge
Breckenridge, Colorado
HOTEL INFORMATION
The Village at Breckenridge Breckenridge, Colorado
888-525-1787
You can reserve your room on line or by calling in and using the
CASBO Conference Group code of BC2ASB
for these discounted rates
Room Rates (based on availability):
The Village at Breckenridge Hotel Room (Bedding Varies, Private Bath)
$115.00
The Village at Breckenridge - Studio (One Queen Bed, Sitting Area, Mini Kitchen)
$125.00
The Village at Breckenridge 1 Bedroom Condominium (One Queen Bed, Complete Kitchen
$140.00
The Village at Breckenridge 2 Bedroom Condominium (One Queen Bed, Queen Bed in Second Bedroom, Complete Kitchen, Fireplace)
$169.00
The Village at Breckenridge 3 Bedroom Condominium- (One Queen Bed, Queen Bed in Second and Third Bedroom, Complete Kitchen, Fireplace)
$250.00
Room reservations need to be made directly with The Village at Breckenridge. Ask for Reservations, and refer to the CASBO Conference code: BC2ASB. Special Room Rates are good until room block is full or September 22nd deadline date. Must present your District’s tax- exempt certificate at time of checkout and pay by District check or credit card for sales tax exemption. In addition to the guest room rates set forth above, there will be a taxable daily resort fee of $10.00 per room, per night, which shall include; business center use, local phone calls, local newspaper, in room water and other services & amenities to enhance your stay. These group rates, based upon availability, will be honored three days before and three days after the conference dates…..from Sunday, October 4th thru Sunday October 11th.
Make your reservations TODAY—they will fill up fast!
3
TO: CASBO Membership
FROM: Shelley Becker, 2015 CASBO President,
Bert Huszcza, CASBO Executive Director
& the CASBO Board of Directors
DATE: June 1, 2015
SUBJECT: 20th Annual CASBO Fall Conference
CASBO will be holding its 20th Annual Fall Conference at The Village in Breckenridge, October 7-9,
2015. The activities will begin on Wednesday October 7th with an optional full day pre-conference workshop:
"Advanced School District Accounting". The official kickoff for the conference will be the “Welcome
Hospitality Reception” by our “Prestigious Partners” where you can interact with our active and associate
membership in a casual setting.
The value of the 20th
Annual CASBO Fall Conference can’t be beat! This conference has 9.5 hours of direct
professional development in sessions targeted at improving your effectiveness within your job, as well as
numerous opportunities to network with your peers from across the state who are dealing with the same fiscal
and operational challenges. Be a hero and discover a great new idea from another CASBO member to bring
back to your district that saves money, improves a process or adds a needed service to your organization.
School District budgets are tight yet professional learning opportunities are important now more than
ever. Consider the following ideas to help bring down the costs:
Share a room. The hotel rates in 2015 are an extremely good value. You’ll be so busy attending
sessions, breakouts, and social activities that you’ll hardly be in your room anyway! You could cut
hotel costs even further by sharing a room or even a Two or Three Bedroom Condominium with
colleagues who are also attending the conference. Check out page 2 for a list of lodging options
Need to attend to district matters? Free wireless is available anywhere on property in The Village at
Breckenridge.
Be creative on possible funding sources. Consider possible sponsors within your District or vendors.
Use the Park-n-Ride and Carpool to Breckenridge. There are many locations to meet and share a
ride with your colleagues. If you live in the Denver metro area, you can also drive up for the day and
save on lodging costs.
To register for the 20th Annual Fall Conference, just complete the registration form on-line at
www.ColoradoASBO.org
Sincerely,
Shelley Bert Shelley Becker Bert Huszcza
CASBO President CASBO Executive Director
THANK YOU FOR SUPPORTING CASBO!
4
SESSION TRACKS
(The following session track icons will be used to identify the different discipline areas of interest)
Small Districts and Charter Schools: Focuses on financial, budgetary, public relations, and the legal issues that affect small districts and charter schools where one individual has many areas of responsibility.
Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments, and debt management; and financial technology for school business operations.
Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements. Also looks at the public policy, inter-governmental relations, and the legal issues that affect schools.
Maintenance/Operations and Purchasing Management: Focuses on the latest in school planning and construction, purchasing, supply and fixed-asset management, contract management, school maintenance and the environmental aspects of school operations.
Information Management: Deals with critical information on strategic planning, instructional support programs, and management information systems.
or Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service.
5
Fall Conference
October 7-9, 2015
Breckenridge, Colorado
“Navigating the Times”
WEDNESDAY, October 7, 2015
8:00 am, 12 noon and 5:00 pm (open for one hour each time frame)………… Early Registration
The Village at Breckenridge Foyer
8:30 am – 5:00 pm ….….....Pre-Conference Workshop - Advanced School District Accounting (Separate registration is required and lunch will be provided)
Presented by: Karin Slater, SFO, CFO, Montrose County School District RE-1J
Description: The Advanced School District Accounting class is a continuation of this three part
series. This class provides attendees with a detailed look at accounting, budgeting, and
financial monitoring practices in school districts. Through a combination of lecture and
classroom exercises, participants will learn the concepts of closing out the fiscal year, property
tax calculations, Data Pipeline, School Finance Formula, budgets and budget monitoring as it
pertains to school districts. This course is appropriate for anyone interested in school district
accounting or looking for a short accounting refresher. No previous accounting background is
required.
12:30 pm – 1:00 pm …………………………….………………………………....………………….Lunch
For registered Advanced School District Accounting Attendees only
2:00 pm – 3:00 pm ……………………..…………..…………………………… CASBO Board Meeting 6:00 pm – 11:00 pm……………………………………….……………..……. Vendor’s Welcome Reception
Sponsored by American Fidelity, COLOTRUST, CRS/COCAT, SchoolDude and Virco.
6
THURSDAY, October 8, 2015
8:00 am – 8:30 am…………………………………..………….…...…. Registration and Breakfast Burrito
8:30 am – 9:45 am …………………………………..…………………………………..…... General Session
Shelley Becker, CASBO 2015 President presiding
“Conscious Leadership”
Presented by: Mark Hoog
America is hungry for genuine leadership. Every person, regardless of industry,
company, or position must make the conscious decision to create a bold new
“tomorrow” by leading differently TODAY. We must make the decision to unlock
the treasure of human potential residing within each one of us. We must do more
than just prepare for the 21st century…we must create it! Welcome to Conscious
Leadership.
Recognized by President Bill Clinton, NPR’s Cokie Roberts, Secretary of Education Richard Riley and top
motivations speakers W. Mitchell and Brian Tracy, Mark Hoog’s powerful message is creating a personal
awakening to human possibility throughout America. Mark will make you laugh, make you cry and, most
importantly, will inspire you to think about your possibility and “the ripple” that only you can make in the
world around you.
10:00 am - 11:15 am…………………………………………….. Breakout Sessions (Choose One)
2015-401 CDE - School Finance 101
Speaker(s): Colorado Department of Education Staff
Description: Come learn for the first time, or as a refresher, the foundational pieces of
Colorado School Finance. Topics covered will include items such as chart of accounts,
governmental fund accounting, overview of the Colorado School Finance Act and many others.
Please come prepared to hear from relevant staff with the Colorado
7
2015-402 Affordable Care Act: 2015 and Beyond
Speaker(s): Liliana Salazar, Wells Fargo Insurance
Description: Wells Fargo Insurance can help you make sense of the changing rules and
regulations surrounding the Affordable Care Act (ACA), and provide you with some peace of
mind about managing your current employee benefits program. Join us to learn about the
provisions employers must comply with in 2015 to minimize their financial exposure in 2016
and beyond. During our session we will discuss: 1.) Recent United States Supreme Court
rulings, 2.) Review of 2015 forms to comply with reporting requirements under IRC §6055 and
§6056 and 3.)Mastering measurement periods to avoid penalties under the Play or Pay
mandate and the new IRS reporting requirements
2015-403 Student Data Security
Speaker(s): Andrew Moore, CIO, Boulder Valley School District, Molly McLoughlin, Director of
Supply Chain Management, Boulder Valley School District and Melissa Barber, Legal
Counsel, Boulder Valley School District
Description: Student data security has become a hot topic at the state and federal level. The
three operational areas most affected are IT, legal services and procurement. This presentation
will cover the strategies used by the Boulder Valley School District to create new policy and
implement contract language, professional development, and technology solutions to protect
student and staff data, while simultaneously providing actionable information and data to
educational staff to improve student success.
2015-404 CSPMA Membership Meeting
Speaker(s): Frank Martinez, CSPMA President
Description: A general membership meeting of the CSPMA
11:30 am – 12:30 pm…………………………………….…………..…………....…………….. Buffet Luncheon
8
12:45 pm – 2:00 pm. ……………………………………………………….…….. Breakout Sessions (Choose One)
2015-501 CDE - Grants Basics - Just Starting Out.
Speaker(s): David Schneiderman, Supervisor, Office of Grants Fiscal, Colorado Department of
Education
Description: The Office of Management and Budget have released a uniform circular called
the Omni Circular. It will replace current circulars such as A87 and A133. Find out what’s
new, as well as what rules and procedures are going to be changing. In addition we will have a
conversation about how IDEA maintenance of effort is calculated and how this will affect your
district.
2015-502 Liability for Acts of School Violence: How does Senate Bill 15-213 change
governmental immunity of school districts and its teachers, administrators and
other employees?
Speaker(s): Dan Satrina, Vice President and General Counsel, University of Northern Colorado
Description: A discussion of the “Claire Davis School Safety Act” and related statutory
amendments (including the creation of the School Safety and Youth Mental Health Committee)
including suggestions for processes designed to minimize incidents of school violence
2015-503 Financial Advisor & Underwriters
Speaker(s): Jill Jaworski, Managing Director, Public Financial Management and
Shelley Becker, Chief Financial Officer, Adams 12 Five Star Schools
Description: There have been a number of changes over the past several years in the arena of
financial advisors and underwriters. This session will start with a primer on the basics such as
roles and responsibilities, processes and recent changes.
9
…
2015-504 Covering your Charter School Bases: Supports and Best Practices
Speaker(s): Dan Schaller, Terry Croy Lewis and Lori Ventimiglia, Colorado League of Charter
Schools and Glenn Gustafson, CFO, Charter Schools Program Manager and Ruth Smith,
Senior Contracting Officer, Colorado Springs School District D-11
Description: At over 200 schools and 100,000 students, charter schools represent a significant
and growing portion of Colorado’s education ecosystem. Do you have all your bases covered
when it comes to proper charter school oversight? Attend this session to find out!
2:00 pm – 2: 15 pm ………………..………………………………………..……………………... Break
2:15 pm – 3:30 pm ………………………………………….…......... Breakout Sessions (Choose One)
2015-601 CDE - School Finance 201: Part 1
Speaker(s): Colorado Department of Education Staff
Description: Continuing on with the Colorado School Finance Act, this session will cover in
depth financial information relevant to Colorado School Districts at an intermediate level such
as budgeting requirements and October Pupil Count. Colorado Department of Education staff
will come prepared to address any concerns and questions you may have!
2015-602 Election Planning - Bond & Override
Speaker(s): Bill Sutter, CFO, Boulder Valley School District
Description: Planning for an election must begin well in advance of the statutory deadlines for
placing a question before the voters. Engaging the community and staff is critical to creating
the momentum within the local voting electorate. This presentation will lay out BVSD's past
practice in taking questions to the voters and the path to a successful outcome.
10
2015-603 Community Eligibility & Direct Certification
Speaker(s): Shelly Allen, St. Vrain Valley School District
Description: Healthy, Hunger –Free Kids Act of 2010, includes a universal “Community
Eligibility Provision” that is being phased in over several years. Community eligibility permits
eligible schools to provide meal service to all students at no charge while reducing the burden
at the household and local levels by eliminating the need to obtain eligibility data from families
through direct certification. Attendees will receive an overview of the Provision and the Direct
Certification process, including best practices.
2015-604 Saving Time and Adding Value by Accessing Cooperative Contracts
Speaker(s): Cristal Swain, Assistant Legal Counsel and Chief Procurement Officer, University of
Northern Colorado and Traci Burtnett, CPPO, Purchasing Director, St. Vrain Valley Schools
Description: The utilization of local and national cooperative contracts can save your school
district significant time, money, and resources. Find out what cooperative contracts are, how
they may benefit your school district, and what resources are available to assist your school
district in the identification of existing contracts
3:30 pm – 3:45 pm …………………………………………………………….…......... Refreshment Break
3:45 pm – 5:00 pm ………………………………………………..…......... Breakout Sessions (Choose One
.
2015-701 CDE - School Finance 201: Part 2
Speaker(s): Colorado Department of Education Staff
Description: Part 2 will cover relevant information in regards to assessed valuation, mill
levies, certification of mill levies and bonded debt. Colorado Department of Education staff
will provide insight and address any questions you may have.
11
2015-702 SFO Overview and Opportunities
Speaker(s): Dan Huenneke, SFO, Director of Budget, Cherry Creek Schools; Stephanie Juneau, SFO,
Business Manager, Gunnison School District; and Amanda Wittman, SFO, Chief Financial
Officer, South Central BOCES
Description: We will provide our shared expertise to describe the advantages of the SFO
certification program, how to advance in professional stature, and provide added
value/distinction to our school districts. We hope to inspire others in the Colorado business
official community to achieve this ASBO professional designation.
2015-703 Ideas, Inventions and Ownership:
Who controls the rights to intellectual property in the age of tech transfer?
Speaker(s): Dan Satriana, Vice President and General Counsel, University of Northern Colorado
Description: Learn how to create a system that encourages employees and students to develop
useful technology.
2015-704 New Required Professional Standards for ALL Food Service Staff
Speaker(s): Jeremy West, Nutrition Service Director, Greeley-Evans School District 6 and
President-Elect of the Colorado School Nutrition Association
Description: A session with the Colorado School Nutrition Association on the new required
Professional Standards for all Food Service staff. What Local Educational Agencies Need to
Know
5:00 pm – 7:00 pm ……………………………………………………………… Dinner on Your Own
12
7:00 pm – 10:00 pm …………………………………….……….….….… Thursday Evening Fun Night
Prizes, Refreshments, Fun and Festivities!!
Mistress of Ceremonies:
Cristal Swain, CASBO Board
Don’t miss this evening’s activities...
…the schedule of events:
WHAT: Karaoke and Fun WHERE: In the Forest Lounge at The Village at Breckenridge WHEN: 7:00 to 10:00 PM
Sponsored by
Wells Fargo Insurance Services
13
FRIDAY, October 9, 2015
8:00 am – 9:00 am ……………………………………………………………..……..……….………… Registration
8:00 am – 9:00 am ……………………………………………………………...………….…...…….. Full Breakfast
9:00 am – 10:30 am ………………………………………………..…………..….………….…….. General Session
Cristal Swain, CASBO Vice President presiding
Straight Talk Presented by: Larry Johnson
An Exciting, Innovative Seminar Geared to Both Individuals and Organizations Who
Want to Improve Morale, Increase Effectiveness and Provide a Culture of Integrity in
Which Growth is Boundless. Sound familiar? Let’s face it, straight, honest, no-
nonsense communication in organizations today is rare if it exists at all. Whether it’s
fear of reprisal, timidity, or not wanting to ‘rock the political boat’, many of us avoid
telling the truth when the truth needs to be told.
10:30 am – 11:00 am ………………………….……….………………………..…………..… Hotel Checkout Break
11:00 am – 12:15 pm ………………………….……….…………….…………… Breakout Sessions (Choose One)
2015-801 School Level Budgeting - Transparency Requirements
Speaker(s): Kari Albright, Budget Director, Boulder Valley School District
Description: New requirements for school level expenditure reporting have created the need
for tracking employee costs at the school level. Come hear about site-level expenditure
budgeting and tracking and meeting new state requirements
14
2015-802 What’s New with Purchasing Card Programs
Speaker(s): Crystal DiCino, Purchasing Card Administrator, Adams 12 Five Star Schools and Co-
Chair of the Colorado Purchasing Card Group
Description: The Purchasing Card industry continues to undergo a myriad of changes to
provide more services to school districts while limiting opportunities for fraud. In this session
you will learn about new trends and opportunities for your school district’s purchasing card
program. These topics will include chip and pin cards, declining balance cards and receipt
imaging.
2015-803 Making Sense of the State Budget and the School Finance Landscape
Speaker(s): Tracie Rainy, Executive Director, Colorado School Finance Project
Description: The financial landscape for public schools in Colorado is confusing, unstable and
multifaceted. Join us for this session where we will explore state-level multi-year financial
models that take into account various potential scenarios impacting school finance, including
the Negative Factor, TABOR rebates, reclassification of the Hospital Provider Fee as an
enterprise fund, increased Assessed Values on personal property, potential outcomes of the
Dwyer Case, and one-time funding for earmarked programs.
2013-804 The Importance of Networking and Partnerships
Speaker(s): Sarah Kruger, Director of Business Development, CRS/COCAT
Description: Developing networking and partnerships can really create a more collaborate
approach to sharing and learning information. Save your district time and money! Work
together to learn from others mistakes and collaborate to foster ideas that lead to valuable
solutions
12:15 pm – 12:45 pm……………………………………..……………………...………… Town Hall Meeting
Moderator: Sandra Nees, CASBO Board
An informal meeting with your CASBO Board will be held to answer your questions and gather input for
future conferences. Tell them what you liked, what you didn’t like, what you would like to see, and find out
how you can become more involved.
Light refreshments and snacks will be available. Two attendees will receive a free registration to the 2016
Spring Conference. These complimentary registrations will be given away by a raffle drawing at the
conclusion of this session (must be present to win).
12:45 pm………………………………………………………………….……………… Conference Adjourned
15
COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
20th Annual Fall Conference
The Village at Breckenridge
Breckenridge, Colorado
October 7-9, 2015
CONFERENCE REGISTRATION PRICING
CONFERENCE REGISTRATION: Includes Thursday morning breakfast, Thursday luncheon, Thursday Evening Fun Night,
Friday full buffet breakfast, breaks, and admittance to all conference sessions
ACTIVE MEMBERS (School Districts) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$295 $395 $ 75
ASSOCIATE MEMBERS (Business/Vendors) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$395 $575 $150
Advanced School District Accounting Workshop (Wednesday)
Member Registration Non Member Registration
$ 99
$150
REGISTRATION DEADLINE: October 7, 2015
Registration is only on-line, please go to: www.ColoradoASBO.org
We accept credit cards, p-cards, purchase orders or checks
If paying by check: Print your On-Line Registration Form and Mail with payment by October 1, 2015
Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director
4626 W 105th Way
Westminster, Colorado 80031
Cancellation Policy: Full refund if cancellation is received prior to October 1, 2015
Sorry, no refunds will be given after October 1, 2015
16
Colorado Association of School Business Officials
c/o Bert E. Huszcza
4627 West 105th
Way
Westminster, CO 80031
20TH
ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET
“Navigating the Times”
20th
ANNUAL FALL CONFERENCE
October 7-9, 2015 The Village at Breckenridge
Breckenridge, Colorado
(888) 525-1787
Program Agenda and Registration Information Enclosed
Register by October 7, 2015
NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO
PERMIT NO. 15