2017 Winter Conference Agenda
Links to presentations that have been received to date can be found listed under each session name.

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Wednesday, February 1 (Certification Courses)

1:00-1:30pm

Registration

1:30-4:30pm

Budgeting II - Part 2
Dianna Groskreutz, Business Services Coordinator – Region V Computer Services
Val Mertesdorf, Director of Finance – Northfield Public Schools

4:30-5:00pm

Registration / Dinner

5:00-8:00pm

Food Service II
Sherri Knutson, Student Nutrition Services Coordinator – Rochester Schools
Barb Mechura, Director of Student Nutrition Services – Hopkins Schools

Thursday, February 2

8:00-8:30am

Registration

8:00-8:05am

Welcome
Jason Mutzenberger, Executive Director of Business Services – Eden Prairie Schools

8:05-8:30am

Legislative Update
Valerie Dosland, Director of Government Affairs – Ewald Consulting

8:30-9:15am

Transport to Capitol

9:15-11:45am

Lobby Day

11:45am-12:30pm

Return to Hotel

12:30-1:15pm

Lunch

1:15-2:05pm

Breakout Sessions

Achievement and Integration Program: Overview of Annual Budget Requirements and Revenue
Download handout (PDF)
Anne Parks, Supervisor, Office of Equity and Innovation – Minnesota Department of Education; Moderator: Bruce Lamprecht, Director of Business Services – Marshall Public Schools

ALC/ALP
Download handout (PDF)
Mary Barrie, Alternative Learning Program Specialist – Minnesota Department of Education; Jon VanOeveren, Education Program Supervisor – Minnesota Department of Education, School Finance; Moderator: Tina Burkholder, Business Manager ­– ISD 882 Monticello

ESEA Title Programs Update
Download handout (PDF)
John Moorse, Director, Divison of Student Support – Minnesota Department of Education; Moderator: Jill Schwint, Controller – Wayzata Public Schools ISD #284

2:05-2:15pm

Break

2:15-3:05pm

Breakout Sessions

Targeted Services
Download handout (PDF)
Lea Dahl, Principal – ISD 287; Mary Barrie, Alternative Learning Program Specialist – Minnesota Department of Education; Moderator: Heide Miller, Director of Business Services – Chisago Lakes Schools

ESEA Title Programs Update (Repeat Session)
Download handout (PDF)
John Moorse, Director, Division of Student Support – Minnesota Department of Education; Moderator: Tracey Fiereck, Administrative Services Manager – CmERDC

We're Not in Minnesota Anymore.... (Understanding Student Travel Risks)
Download handout (PDF)
Joan Rupar, Area Senior Vice President – Arthur J. Gallagher & Co.; Moderator: Diane Milbradt, Business Manager – Lakeview Public School

3:15-4:05pm

Breakout Sessions

Recruitment and Selection of Employees in the Public Schools
Download handout (PDF)—Some handouts will also be provided
Jim Martin, Senior Attorney – Booth Law Group; Moderator: Tiffany Gustin, Business Manager – Aitkin Public Schools

The Ins and Outs of Unemployment Insurance
Download handout 1 (PDF)
Download handout 2 (PDF)
Erin Benson, Attorney – Ratwik, Roszak & Maloney; Moderator: Chuck Herdegen, Financial Manager – Beltz, Kes, Darling & Associates

Racial Equity Tools and Protocols
(Handouts currently not available)
Patricia Magnuson, Executive Director of Finance and Operations – ISD 279 Osseo Area Schools; Kelly Benusa, Director Business Services – ISD 279 Osseo Area Schools; Moderator: DeeDee Kahring, Director of Finance & Operations – Eastern Carver County Schools

Friday, February 3

7:45-9:00am

Registration

8:00-9:00am

Resource Committee Meetings

9:00-9:30am

Welcome and MASBO Update
Jason Mutzenberger, Executive Director of Business Services – Eden Prairie Schools

9:30-10:30am

Keynote: The Future Is Now
Dr. Brad Gustafson, Principal of Wayzata Public Schools, Author and Speaker; Moderator: Jason Mutzenberger, Executive Director of Business Services – Eden Prairie Schools

10:30-10:50am

Break

10:50-11:40am

Breakout Sessions

What Is the "What If"
Download handout (PDF)
Jon VanOeveren, Education Program Supervisor – Minnesota Department of Education, School Finance; Moderator: Dianna Groskreutz, Business Services Coordinator – Region V Computer Services

Federal Grants and Monitoring – What You Need to Know Regarding the New Uniform Guidance
Download hanodut (PDF)
Bridgette Ramaley, Fiscal Monitoring Supervisor, Division of Compliance and Assistance – Minnesota Department of Education; Moderator: Lisa Rider, Executive Director of Business Services – ISD 191 Burnsville-Eagan-Savage

Out of School Time Meals Make Cents!
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Jenny Butcher, Lead, Summer Food/At-Risk Afterschool Meals Outreach – Minnesota Department of Education; Moderator: Stephen Anderson, Business Manager – Proctor Public Schools

Utilizing the Long Term Facilities Maintenance Program
Download handout (PDF)
Joel Sutter, Senior Municipal Advisor – Ehlers; Shelby McQuay, Municipal Advisor – Ehlers; Moderator: Ron Meyer, Director of Finance – Eden Prairie Schools

11:40-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Special Education Update
Download handout (PDF)
Paul Ferrin, Special Education Funding Data Supervisor – Minnesota Department of Education; Moderator: Bridget Merrill-Myrhe, Coordinator of Accounting – Minnetonka Public Schools ISD #276

Case Study: Taking a Fresh Look at Food Service Programs’ Strengths & Opportunities
Download handout 1 (PDF)
Download handout 2 (PDF)
Jean Ronnei, Senior Consultant Food Service Management Solutions; Aaron Bushberger, Finance Director South St. Paul Schools; Heather Aune, Director of Business Services Inver Grove Schools; Cathi Krick, Director of Food Services South St. Paul & Inver Grove Schools; Moderator: Mae Hawkins, Executive Director of Business Services – Intermediate District #287

Proposed 457f Regs: Your Sick Leave Plan May Be Taxable
Download handout (PDF)
David Branback, Director – National Insurance Services; Moderator: Shauna Dalchow, Business Manager – McGregor School District

Conducting a Full Scale Drill
Download handout (PDF)
Kristin Tollison, Administrative Services Director – ISD #284, Wayzata Public Schools; Moderator: Melissa Lahr, Finance Supervisor – Wayzata Public Schools

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

Special Education Update (Repeat Session)
Download handout (PDF)
Paul Ferrin, Special Education Funding Data Supervisor – Minnesota Department of Education

Effectively Dealing with the Union
Download handout (PDF)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney; Moderator: Sue Clemen, Business Manager – Albany Area Schools ISD 745

How Retiring Baby Boomers and Incoming Millennials Require Change in HR Processes
Download handout (PDF)
Shelly Linsday – MN Comp Advisors

Tapping into Your District's Energy Reserves
Download handout (PDF)
Michael Emerson, Business Development Manager – Siemens; Moderator: Patrick Goggin, Business Manager – Grand Rapids Public Schools

2:30-3:20pm

Breakout Sessions

Effectively Dealing with the Union (Repeat Session)
Download handout (PDF)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney; Moderator: John Carlson, Executive Director of Finance – Rochester Public Schools

Proposed 457f Regs: Your Sick Leave Plan May Be Taxable (Repeat Session)
Download handout (PDF)
David Branback, Director – National Insurance Services; Moderator: John Morstad, Director of Business Services – Orono Public Schools

Special Pupils – Reporting and State Aid
Download handout (PDF)
Kelly Wosika, School Finance Specialist – Minnesota Department of Education; Jill Bemis, SPED Funding Specialist – Minnesota Department of Education; Moderator: Gary Kawlewski, Director of Finance and Operations – Buffalo-Hanover-Montrose ISD #877


Certification Courses (Wednesday)

Budgeting II – Part 2
Dianna Groskreutz, Business Services Coordinator – Region V Computer Services
Val Mertesdorf, Director fo Finance – Northfield Public Schools

Topics include monitoring a budget throughout the year, forecasting, and school board updates.

Food Service II
Sherri Knutson, Student Nutrition Services Coordinator – Rochester Schools
Barb Mechura, Director of Student Nutrition Services – Hopkins Schools

Topics include breakfast and lunch programs, free and reduced lunch programs, commodity program, state and federal funding, equipment requirements, fund balance restrictions, labor relations and safety practices.


Thursday

Legislative Update
Valerie Dosland, Director of Government Affairs – Ewald Consulting

Bio: Valerie Dosland is the Director of Government Affairs at Ewald Consulting, where she provides government relations and lobbying services to clients in the areas of early childhood and K-12 education. Valerie assists her clients in policy development, lobbying and monitoring of legislative activities as well as grassroots development and engagement. Prior to joining Ewald Consulting in 2005, she worked for nine years at the Minnesota House of Representatives as a research consultant specializing in the areas of early childhood and K-12 education. Valerie is a graduate of the University of Minnesota with a BA, is an alumni of the U of M’s Humphrey Policy Fellows program, and serves on the board of the YMCA Youth in Government Program.

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Breakout Sessions (Thursday, 1:15-2:05pm)

Achievement and Integration Program: Overview of Annual Budget Requirements and Revenue
Anne Parks, Supervisor, Office of Equity and Innovation – Minnesota Department of Education

This session will cover key issues for creating the annual budget for this program — including allowable uses of funds, the budget form, types of revenue available to participating districts, and funding existing staff. Program requirements such as district eligibility, running programs with other districts, and an actual expenditures report will also be covered.

Bio: Anne has worked at the Department of Education for five years, primarily on the state’s achievement and integration program, and is currently a supervisor with Minnesota Department of Education’s Office of Equity and Innovation. Anne worked in the St. Paul school district on a multidistrict integration program focusing primarily on culturally responsive teacher development and student programming. Her research background is in literacy, rhetoric, and college composition.

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ALC/ALP
Mary Barrie, Alternative Learning Program Specialist – Minnesota Department of Education
Jon VanOeveren, Education Program Supervisor – Minnesota Department of Education, School Finance

This session will cover differences between an Area Learning Center and Area Learning Program, and discuss the considerations and financial issues for these two programs. How is the revenue determined? How do you develop a budget for an ALC/ALP? How are students counted in an ALC/ALP? Find out all this and more!

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ESEA Title Programs Update
John Moorse, Director, Division of Student Support – Minnesota Department of Education

Just where are we with ESEA Title Programs? This session will provide a Title Program Update addressing current issues and topics relating to ESEA Title Programs from the Business Office perspective, associated timelines and opportunities for Questions & Answers.

Bio: John is the Director of the Division of Student Support at the Minnesota Department of Education. The Division administers the federal ESEA Title Programs for disadvantaged learners. John has been involved in education issues at the district and state level for several years.

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Breakout Sessions (Thursday, 2:15-3:05pm)

Targeted Services
Lea Dahl, Principal – ISD 287
Mary Barrie, Alternative Learning Program Specialist – Minnesota Department of Education

This session will provide an overview of targeted services, including how they are funded and rules and regulations to be aware of.

Bio: Lea Dahl has worked at Intermediate 287 – Area Learning Center (ALC) - for most of her 30 years in public education. Lea has been a teacher, program facilitator, administrative intern and for the last 13 years a Principal. She created and managed a number of alternative programs, all designed to serve at risk students. Her knowledge of ALC law and procedures, as well as her can-do attitude, has made her an often consulted resource statewide. She’s worked proactively with Intermediate 287 member school districts, MDE and the state legislature to improve ALCs.

Lea has built and led programs for students with special challenges, such as teen parents (daycare & parenting education), homeless students (transportation & hygiene) recovering students and students needing credit recovery.

The 287 ALCs are models for offering targeted services support, developing online learning opportunities, providing career and technical education, promoting social-emotional learning and using AVID within the ALCs.

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ESEA Title Programs Update – (Repeat Session)
John Moorse, Director, Division of Student Support – Minnesota Department of Education

Just where are we with ESEA Title Programs? This session will provide a Title Program Update addressing current issues and topics relating to ESEA Title Programs from the Business Office perspective, associated timelines and opportunities for Questions & Answers.

Bio: John is the Director of the Division of Student Support at the Minnesota Department of Education. The Division administers the federal ESEA Title Programs for disadvantaged learners. John has been involved in education issues at the district and state level for several years.

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We're Not in Minnesota Anymore... (Understanding Student Travel Risks)
Joan Rupar, Area Senior Vice President – Arthur J. Gallagher & Co.

As learning opportunities increase and expand for students abroad, so does the risk for a district. With the world becoming even more uncertain, planning and preparation by a district is essential. We will discuss the best Risk Management practices that districts need to consider when sending students on trips.

Bio: Joan Rupar has over 20 years of multinational experience, having served as the division president of the foreign casualty division of AIG Insurance Company. Joan has been a speaker at national and regional public entity meetings, discussing various aspects of international travel risk and globalization issues facing public entities.

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Breakout Sessions (Thursday, 3:15-4:05pm)

Recruitment and Selection of Employees in the Public Schools
Jim Martin, Senior Attorney – Booth Law Group

This presentation will describe the steps of an effective hiring process, with an emphasis on conducting effective and useful reference checks as well as how to handle any resulting issues.

Bio: Jim Martin began practicing employment and labor law in 1989, and serves as general counsel for clients seeking to ensure compliance with employment and labor law, including drafting policies and employee handbooks and providing training on the full range of employment and labor topics. In addition, Jim serves as a hearing officer in termination cases under the Veterans Preference Act and student expulsion matters under the Minnesota Pupil Fair Dismissal Act. He also has extensive experience conducting investigations of employee misconduct. Jim has extensive experience in public sector employment and labor law, gained through his seven years as Executive Director of Human Resources with the Bloomington, MN Public Schools and five years as Director of Human Resources with the St. Louis Park, MN Public Schools. He received his law degree from William Mitchell College of Law and is an adjunct faculty member at the University of Minnesota in the area of human resources administration.

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The Ins and Outs of Unemployment Insurance
Erin Benson, Attorney – Ratwik, Roszak & Maloney

Who is eligible to receive unemployment insurance? What events disqualify an individual from receiving unemployment insurance? How do I navigate the unemployment appeal process? This presentation will address these important questions and more regarding unemployment insurance law.

Bio: Erin Benson is a shareholder of Ratwik, Roszak & Maloney, P.A. Erin represents school district clients throughout Minnesota in all areas of employment and labor law, general school law, and civil litigation. In addition to representing her clients in both state and federal court, Erin has obtained favorable decisions for her clients from multiple state and federal agencies, including the Office for Civil Rights and the Minnesota Department of Education.

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Racial Equity Tools and Protocols
Erin Benson, Attorney – Ratwik, Roszak & Maloney

Participants will learn ways to recognize the impact of race and culture in their lives and how it can impact equitable student achievement. They will also begin to learn about racial equity tools and protocols that can be utilized to ensure equitable student achievement.

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Friday

Keynote

The Future Is Now
Dr. Brad Gustafson, Principal of Wayzata Public Schools, Author and Speaker

Let's look at the future of learning by taking a glimpse at the innovation that's already occurring in schools. This keynote will explore innovative instruction, emerging trends in physical spaces, and connected learning. See how today's best practices are changing to meet the needs of tomorrow's students

Bio: Dr. Brad Gustafson is an elementary principal, author, and speaker. Brad believes that all schools can be spaces where high levels of learning, creativity, and innovation thrive. His passion for leadership and learning is palpable.

Brad is Minnesota’s 2016 National Distinguished Principal and a 2015 Digital Innovation in Learning Award (DILA) winner. His school was also awarded the 2015 Local Government Innovation (LGI) Award from the University of Minnesota’s Humphrey School of Public Affairs. He earned his doctoral degree at Bethel University, where his research focused on innovation and professional development.

Brad co-hosts the “UnearthED” program on the Bam Radio Network, and also writes about creativity, student voice, and technology. His blog, Adjusting Course, has been named a “Must Read” K-12 blog by EdTech magazine the past couple years, and was also recognized with an Editor’s Choice Content Award by Smartbrief Education. Brad recently released a new book, Renegade Leadership: Creating Innovative Schools for Digital-Age Students. Connect with him on Twitter @GustafsonBrad or find more information on his blog.

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Breakout Sessions (Friday, 10:50-11:40am)

What Is the "What If"
Jon VanOeveren, Education Program Supervisor – Minnesota Department of Education, School Finance

Come learn about the “What If,” an interactive projection model for general education revenues. The model shows how changes in inputs (such as pupil counts and referendum election results) affect a school district’s revenue in a given fiscal year. The revenues projected in this model correspond to the Minnesota Funding Report for General Education Revenue on Minnesota Department of Education’s Data Reports and Analytics page.

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Federal Grants and Monitoring – What You Need to Know Regarding the New Uniform Guidance
Bridgette Ramaley, Fiscal Monitoring Supervisor, Division of Compliance and Assistance – Minnesota Department of Education

This session will highlight the details that are currently emphasized most strongly in the new grant guidance and include areas where fiscal monitors issue the most findings.

Bio: Bridgette has been the fiscal monitoring supervisor for the last five years and worked as a fiscal monitor at education for a year prior to that. Previously, she worked as an auditor at the Office of the Legislative Auditor.

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Out of School Time Meals Make Cents!
Jenny Butcher, Lead, Summer Food/At-Risk Afterschool Meals Outreach – Minnesota Department of Education

For schools, every child counts and so does every dollar. Summer and afterschool meals help kids get the food they need to stay healthy, learn and succeed, but the decision to run these programs often comes down to dollars and cents. Learn about these child nutrition programs, your eligibility and how they may fit your district financially.

Bio: Jenny Butcher is Lead for Summer Food Service Program (SFSP) and At-Risk Afterschool Meals Outreach at the Minnesota Department of Education, Community Nutrition Programs. She conducts outreach and technical assistance to expand these programs statewide with schools, municipalities, colleges, nonprofits and faith-based organizations.

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Utilizing the Long Term Facilities Maintenance Program
Joel Sutter, Senior Municipal Advisor – Ehlers
Shelby McQuay, Municipal Advisor – Ehlers

While the new Long Term Facilities Maintenance program is a valuable tool, it resulted in changes in procedures for obtaining State approval and receiving revenue. This presentation covers options and financing mechanisms to fund capital projects, types of projects that can be funded, and creative ways districts are using the program.

Bio: Joel has been a Municipal Advisor in Ehlers’ Roseville office since 1996, helping Minnesota school districts to design and implement financial solutions. Prior to joining Ehlers, he was Business Manager at the Rosemount-Apple Valley-Eagan School District for nine years and a research analyst for the MN Department of Education and Minnesota Senate.

Bio: Shelby joined Ehlers’ Education Team as an Municipal Advisor in the MN office in Spring 2016. For the previous 12 years, Shelby was employed at the Minnesota Senate as a non-partisan research analyst and a fiscal analyst, working on education finance and tax policy. Most recently, she helped craft language and review the financial implications of the School Building Agricultural Credit, and the tax credit for Maximum Effort Capital Loan districts.

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Breakout Sessions (Friday, 12:30-1:20pm)

Special Education Update
Paul Ferrin, Special Education Funding Data Supervisor – Minnesota Department of Education

Session will focus on updates on Special Education Policy and Funding.

Bio: Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department for almost three years in various roles — including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Case Study: Taking a Fresh Look at Food Service Programs’ Strengths & Opportunities
Jean Ronnei, Senior Consultant – Food Service Management Solutions
Aaron Bushberger, Finance Director – South St. Paul Schools
Heather Aune, Director of Business Services – Inver Grove Schools
Cathy Krick, Director of Food Services – South Saint Paul & Inver Grove Schools

Are you hearing complaints from students or your board about food services? Have a director ready to retire? Learn how two districts identified strengths and opportunities in their food service program — and then developed a plan to implement strategies to take their programs from good to great. Hear how business managers from two districts chose to learn from students, staff, administrators and board members what was working and what could be improved; and used that information to advance their programs for the near and long term.

Bio: Jean has been a leader in School Food for many years. In addition to serving as President of the School Nutrition Association, she led Food Services in Saint Paul and later as Chief Operations Officer. She now provides support to school food service programs to move them from good to great.

Bio: Aaron Bushberger graduated from the University of Wisconsin – La Crosse with degrees in accounting and finance. Aaron was an auditor for three years and has over 11 years of school district finance experience with two different school districts. He began as the Finance Director for South St. Paul in July 2014.

Bio: Heather Aune has been the director of business services in Inver Grove since June 2016. She previously served as the controller for South Washington County and Farmington Schools. In addition, she worked in accounting for MNSCU. Heather has a BS in Business Administration and MA in Educational Administration.

Bio: Cathi Krick has served as food service director for Inver Grove for 23 years, and South St. Paul Schools for 12 years. Her program provides meals in the summer and now two schools offer free breakfast through Provision II. Cathi has a BS in Food and Nutrition/Dietetics & Minor in Business Administration.

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Proposed 457(f) Regs: Your Sick Leave Plan May be Taxable
David Branback, Director – National Insurance Services

IRS proposed regulations for 457(f) includes a new definition of a bona fide sick leave plan for local governmental employers. Plans that allow accumulation and future payout may not be bona fide plans and constitute a form of deferred compensation, creating a taxable event. There may be a special effective date for bargained agreements. Benefit restructuring alternatives will be discussed.

Bio: David Branback is considered an expert in benefit solutions. For 16 years, David has assisted over 447 public sector employer plans in 7 states including Minnesota. His solutions allow flexibility that address both the employer’s and the bargaining unit’s interests. He has presented at numerous state and national venues.

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Conducting a Full Scale Drill
Kristin Tollison, Administrative Services Director – ISD #284, Wayzata Public Schools

Wayzata School conducted a large scale drill with over 600 staff members and 130 first responders. Join us to learn some of the keys steps in planning that set the stage for success. Get tips on family reunification, training staff and preparing personalized roles.

Bio: Kristin serves the Wayzata School, providing leadership in the area of enrollment, school boundaries, and leading the Welcome Center. In addition, she oversees emergency planning and staff training on emergency procedures.

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Breakout Sessions (Friday, 1:30-2:20pm)

Special Education Update (Repeat Session)
Paul Ferrin, Special Education Funding Data Supervisor – Minnesota Department of Education

Session will focus on updates on Special Education Policy and Funding.

Bio: Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department for almost three years in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Effectively Dealing with the Union
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney

This presentation will address issues impairing the ability of schools and unions in reaching agreements on contract interpretation or at the bargaining table and how to avoid them. Topics addressed include misunderstanding of the rights and responsibilities of the parties, developing a successful bargaining strategy, developing an effective rapport, and identifying and resolving obstacles to reaching an agreement.

Bio: Jennifer K. Earley is a shareholder at Ratwik, Roszak & Maloney, P.A. She has over two decades of experience representing school districts on day-to-day matters. She is legal counsel to many school districts, handling a wide variety of school law issues ranging from student discipline to employee termination to labor relations. She is a frequent speaker and provides training to district administrators and staff on topics such as data privacy, the Open Meeting Law, bullying, harassment, discrimination and employee discipline. Ms. Earley graduated from William Mitchell College of Law, where she was a published author in the William Mitchell Law Review.

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How Retiring Baby Boomers and Incoming Millennials Require Change in HR Processes
Shelly Linsday – MN Comp Advisors

This session will detail the different techniques for managing and retaining baby boomers and millennials.

Bio: Shelly Linsday, SPHR, has over 25 years of experience in Human Resources Management, with expertise in safety, work comp, employment law, creating “employer of choice” environments, employee relations, and much more. She currently provides HR consulting to a number of Minnesota employers, including school districts.

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Tapping into Your District’s Energy Reserves
Michael Emerson, Business Development Manager – Siemens

Put your older buildings to work for you! Unlock your district’s “energy reserves” by redirecting monies you’re already spending on things like utilities into making improvements in your buildings. Guaranteed energy savings contracts work in concert with LTFM levy funds to help you fund needed improvements. The Energy Services Coalition is a non-profit organization dedicated to helping K-12 districts create a plan to invest back into infrastructure. Come learn about guaranteed energy savings contracts and hear from a panel of your peers how they put those contracts to work for their district.

Bio: Michael Emerson is the Outreach Coordinator for the ESC and a Steering Committee member for the SW CERTs chapter. He did his undergraduate work at Princeton University and holds an MBA from the University of Iowa. He has worked with schools on solving technical and energy challenges for 25 years.

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Breakout Sessions (Friday, 2:30-3:20pm)

Effectively Dealing with the Union (Repeat Session)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney

This presentation will address issues impairing the ability of schools and unions in reaching agreements on contract interpretation or at the bargaining table and how to avoid them. Topics addressed include misunderstanding of the rights and responsibilities of the parties, developing a successful bargaining strategy, developing an effective rapport, and identifying and resolving obstacles to reaching an agreement.

Bio: Jennifer K. Earley is a shareholder at Ratwik, Roszak & Maloney, P.A. She has over two decades of experience representing school districts on day-to-day matters. She is legal counsel to many school districts handling a wide variety of school law issues ranging from student discipline to employee termination to labor relations. She is a frequent speaker and provides training to district administrators and staff on topics such as data privacy, the Open Meeting Law, bullying, harassment, discrimination and employee discipline. Ms. Earley graduated from William Mitchell College of Law, where she was a published author in the William Mitchell Law Review.

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Proposed 457(f) Regs: Your Sick Leave Plan May be Taxable (Repeat Session)
David Branback, Director – National Insurance Services

IRS proposed regulations for 457(f) includes a new definition of a bona fide sick leave plan for local governmental employers. Plans that allow accumulation and future payout may not be bona fide plans and constitute a form of deferred compensation creating a taxable event. There may be a special effective date for bargained agreements. Benefit restructuring alternatives will be discussed.

Bio: David Branback is considered an expert in benefit solutions. For 16 years, David has assisted over 447 public sector employer plans in seven states including Minnesota. His solutions allow flexibility that address both the employer’s and the bargaining unit’s interests. He has presented at numerous state and national venues.

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Special Pupils – Reporting and State Aid
Kelly Wosika, School Finance Specialist – Minnesota Department of Education
Jill Bemis, SPED Funding Specialist – Minnesota Department of Education

Kelly Wosika will provide info on how to report special pupils on MARSS and Jill Bemis will present on claim submission.

Bio: Kelly Wosika has been a State of Minnesota employee for 22 years and with the Minnesota Department of Education for 16 years. As the student accounting specialist, she assists with maintenance of the student accounting system to ensure that student data is accurate and available for a variety of uses, such as aid entitlement and levies.

Bio: Jill Bemis is an Education Finance Specialist in the Special Education Funding and Data Team, which is part of the School Finance Division at the Minnesota Department of Education.

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