2017 MASBO Institute Agenda

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Monday, March 6

Moderator: Robyn Vosberg-Torgerson, Business Manager, Milaca Public Schools


8:30 - 9:00am

Registration - Continental Breakfast


9:00 - 9:05am

Welcome


9:05 - 9:45am

School Business Official: Role and Relationships
Greg Vandal, Vox Liberi


9:45 - 10:45am

Minnesota K-12 Education Finance System
Tom Melcher, Director of Program Finance - MN Department of Education


10:45 - 11:30am

General Education Funding
TBD


11:30am - 12:30pm

Lunch


12:30 - 1:30pm

Budgeting: Large School Perspective
Patricia Magnuson, Executive Director of Finance and Operations - Osseo Public Schools
Christopher Onyango-Robshaw, Fiscal Operations Director - Robbinsdale Area Schools


12:30 - 1:30pm

Budgeting: Small School Perspective
Randi Johnson, Director of Finance and Human Resources - North Branch Area Public Schools


1:30 - 1:45pm

Break


1:45 - 2:15pm

General Education Funding Formulas
Jon Van Oeveren, Education Program Supervisor - MN Department of Education


2:15 - 2:45pm

Summer Levy
Terri Yetter, General Education Funding, Supervisor - MN Department of Education


2:45 - 3:00pm

Break


3:00 - 4:00pm

Accounting/UFARS
Deb Meier, Education Finance Specialist - MN Department of Education
Sharon Peck, Data Management Supervisor - MN Department of Education


4:00 - 5:00pm

Food Service
Sherri Knutson, Coordinator, School Nutrition Services - Rochester Public Schools
Barb Mechura, Director, School Nutrition - Hopkins Public Schools


Tuesday, March 7

Moderator: Heide Miller, Director of Business Services - Chisago Lakes Schools


8:00 - 8:15am

Continental Breakfast


8:15 - 9:15am

Audit
Dennis Hoogeveen, Partner - Clifton Larson Allen LLP
Michelle Hoffman, Manager - Clifton Larson Allen LLP


9:15 - 9:30am

Break


9:30 - 10:30am

Cash Management & Investing
Carole Loehr, Senior Managing Consultant - PFM Asset Management LLC
Michelle Evenson, Business Manager - Benton Stearns Education District


10:30 - 11:30am

Physical Plant Management
Scott Hogen, Director of Facilities - Mankato Public Schools


11:30 - 12:15pm

Lunch


12:15 - 5:00pm

(Breaks offered throughout the afternoon)


Submission Timeline Calendars & EDRS
TBD


SERVS Financial
Michael Brooks, Education Finance Specialist - MN Department of Education


Special Pupils
Jill Bemis, Education Finance Specialist - MN Department of Education


Tuition Billing
Michelle Jones, Education Finance Specialist - MN Department of Education


Construction and Vehicles Purchases
Jill Bemis, Education Finance Specialist - MN Department of Education


State Special Education Aids
Paul Ferrin, Acting Special Education Funding and Data Supervisor - MN Department of Education


Maintenance Of Effort (MOE)
Michael Brooks, Education Finance Specialist - MN Department of Education


Uniform Grant Guidance (Omni Circular)
Paul Ferrin, Acting Special Education Funding and Data Supervisor - MN Department of Education


Wednesday, March 8

Moderator: DeeDee Kahring, Director of Finance & Operations - Eastern Carver County Schools


8:00 - 8:15am

Continental Breakfast


8:15 - 8:25am

Introductions - Welcome to MASMS Attendees


8:25 - 9:25am

Legal Issues for School Business Officials
Maggie Wallner, Attorney - Kennedy & Graven


9:25 - 9:40am

Break


9:40 - 10:40am

Community Education
DeeDee Kahring, Director of Finance & Operations - Eastern Carver County Schools
Jackie Johnston, Community Education Director - Eastern Carver County Schools


10:40 - 11:40am

Planning School Facilities
Troy Miller, Architect - LHB Architects


11:40am - 12:30pm

Lunch


12:40 - 1:30pm

Long-Term Facilities Maintenance and Health & Safety
Dale Sundstrom - MN Department of Education
Lonn Moe, Education Finance Specialist - MN Department of Education


1:30 - 2:30pm

MDE Website
Sarah Miller, Education Finance Specialist - MN Department of Education


2:30 - 2:45pm

Break


2:45 - 3:45pm

Tools For Financing Capital Projects
Kristin Hanson, Director - PFM Financial Advisors


3:45 - 4:45pm

Transportation Management & Funding
Julie Belisle, Transportation Finance Specialist, Division of School Finance - MN Department of Education
Derrick Agate, Manager of Transportation - Hopkins Public Schools


Thursday, March 9

Moderator: Tina Burkholder, Business Manager - ISD 882 Monticello


8:00 - 8:15am

Continental Breakfast


8:15 - 10:00am

Personnel Issues
Trevor S. Helmers, Shareholder - Rupp, Anderson, Squires & Waldspurger, P.A.


10:00 - 10:15am

Break


10:15 - 11:30am

Employee Benefits
Aaron A. Casper, AIF, Director of Market Development - National Insurance Services of WI Inc. (NIS)


11:30am - 12:15pm

Lunch


12:15 - 12:30pm

Evaluation of Institute


12:30 - 2:30pm

Purchasing Management
Jackie Milnes, Purchasing Manager - Rochester Public Schools
Brian Menth, Purchasing Manager - Elk River Public Schools


2:30 - 2:45pm

Break


2:45 - 3:45pm

Risk Management (including Workers' Compensation)
Tom Gallagher, Executive Vice President - Marsh & McLennan Agency LLC
Amy Diedrich, Consultant, Employee Benefits - Marsh & McLennan Agency LLC

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