2017 Annual Conference

Annual Conference Agenda, Speakers and Presentations

Links to presentations are listed under each session name.

Wednesday, May 10

8:00am-5:00pm

Registration Desk Open

9:00am-12:00pm

Certification Course: Special Education II
Paul Ferrin, Special Education Funding and Data Supervisor, Minnesota Department of Education

9:00-10:00am

MASBO Board of Directors Meeting

10:00-11:30am

Optional Pre-Session: Lincoln Park Middle School Tour

In 2006, Duluth Public Schools started an initiative to comprehensively evaluate their district facilities for the strategic purpose of developing a Long Range Facilities Plan. One outcome of this community-based process was the construction of the new Lincoln Park Middle School, which can accommodate up to 1,000 students in grades 6-8. One of the major challenges to make this project successful was to physically place this school where it would demographically bridge across the existing gap in the community, along with meeting the needs of a wide range of students.

Considerations during design included evaluating vehicle circulation, providing a building location with educational value for students that included outdoor educational and recreational space, utilizing natural land elevations, and strong civil engineering to maintain outdoor activity spaces in the diverse seasons of Duluth. During this tour you will hear about these challenges and be able to tour this amazing facility, with breathtaking views of Lake Superior and the working harbor of the St. Louis River estuary.

Tour led by School Principal, Brenda Vatthauer; Superintendent of Schools, William Gronseth; and Kerry Leider, former Property and Risk Manager at Duluth Schools.

11:30am-12:30pm

Lunch

12:30-12:35pm

Welcome

   

12:40-2:20pm

Gold Mine Session Round One
Presentations available below

2:20-2:45pm

Break and Gold Mine Presenters Available for Questions

2:45-4:25pm

Gold Mine Session Round Two
Presentations available below

4:25-4:45pm

Gold Mine Presenters Available for Questions

4:30-5:00pm

New Member Meeting

   

6:00-10:00pm

The Great MASBO Gathering

Thursday, May 11

7:00am-5:00pm Registration Desk Open
7:30-8:30am Leadership Academy Breakfast

7:30am-1:30pm

Trade Show Set Up

8:30-10:20am

General Session
DeeDee Kahring, Director of Finance & Operations, Eastern Carver County Schools, MASBO President-Elect

Keynote: Antarctica "Journey to the End of the Earth"
Matt McFadyen

10:20-10:30am

Break

10:30-11:20am

Breakout Sessions

101 - GASB 75: Preparing for the OPEB Accounting Overhaul
Download handout (PDF)
Mark Schulte, Consulting Actuary, Van Iwaarden Associates
Moderator: Mae Hawkins, Executive Director of Business Services, Intermediate District #287

102 - Federal Title Programs Application and SERVS Updates
Download handout (PDF)
John Moorse, Director, Division of Student Support, Minnesota Department of Education
Moderator: Kris Blackburn, Controller, South Washington County Schools

103 - Property Taxes: From Levy Certification to the Individual Tax Statement
Download handout (PDF)
Shelby McQuay, Municipal Advisor, Ehlers
Andrea Uhl, Financial Specialist, Ehlers

Moderator: Bruce Lamprecht, Director of Business Services, Marshall Public Schools

104 - Facility Management Strategies: Finding the Hidden Dollars that Should Be Directly Helping Students
Download handout (PDF)
Phil Fisher, Project Coordinator of Communications, LHB
Michael Boland, Health & Safety Operations Supervisor, ISD 622
Moderator: Ellie Hill, Business Manager, Hill City Public Schools & Northland Community Schools

105 - Work Smarter Not Harder!
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Download handout 4 (XLS)
Download handout 5 (PDF)
Download handout 6 (PDF)
Download handout 7 (PDF)
Tracey Fiereck, Administrative Services Manager, cmERDC
Darin Jensen, Senior Director, Administrative Services, SWWC Service Cooperative
Dianna Groskreutz, Business Services Coordinator, Region V Computer
Christine Palmer, SMART Customer Support Specialist III, cmERDC

Moderator: Jean Personius, Purchasing Manager, Eastern Carver County Schools

106 - A Practical Guide to Conducting Investigations in a School Setting
Download handout 1 (PDF)
Download handout 2 (PDF)
Erin Benson, Shareholder, Ratwik, Roszak & Maloney, PA

Moderator: Melissa Lahr, Finance Supervisor, Wayzata Public Schools

   

11:30am-1:00pm

Recognition Lunch and Business Meeting

1:00-1:50pm

Breakout Sessions

201 - Basic Concepts for State Aid and Local Tax Receivables
Download handout (PDF)
Cathy Erickson, Finance Specialist, ARCC

Moderator: Ryan Tangen, Business Manager, Detroit Lakes Public Schools

202 - Career & Tech
Download handout (PDF)
Joel Larsen, Program Specialist, Minnesota Department of Education
Moderator: Stephen Anderson, Business Manager, Proctor Public Schools

203 - Offsetting Rising Healthcare Costs
Download handout (PDF)
Dan Weir, Risk Management Consultant, Minnesota Healthcare Consortium
Bill Colopoulos, President/Benefit Consultant, Next Generation Healthcare Economics
Marlo Peterson, Regional Sales Executive, SelectAccount
Genie Newville, Statewide Consultant, Minnesota Healthcare Consortium

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

204 - Indoor Air Quality and Your Budget
Ronald Bratlie, Rothsay Public School District #850
Jared Mohr, Program Manager, InGensa, Inc.
Kerry Leider, Risk Consultant, Marsh & McLennan Agency
Moderator: Patrick Goggin, Business Manager, Grand Rapids Public Schools

205 - Drones Are Fun. What's the Risk?
Amy Diedrich, Consultant, Marsh & McLennan Agency
Moderator: John Morstad, Director of Business Services, Orono Public Schools

206 - Inbox Zero: Action-Based Email
Download handout (PDF)
Pat Spott, Attorney, Spott Law Office
Moderator: John Carlson, Executive Director of Finance, Rochester Public Schools

   

2:00-4:30pm

Trade Show
5:00pm Dine-Around

5:30pm

Wellness Walk/Run

8:30pm-12:00am

Networking Event at Grandma's Sports Garden

Friday, May 12

7:00-9:00am Registration

8:00-9:00am

Resource Committee Meetings

9:00-9:50am

Breakout Sessions

301 - Best Practices in School Budgeting
Download handout (PDF)
Matt Bubness, Senior Manager, Government Finance Officers Association
Moderator: Bill Menozzi, Business Manager, St. Anthony - New Brighton Public Schools

302 - Highlights of the "Top 5" Employee Health Plan Management Topics from the Minnesota Self-Funded User Group
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Download handout 4 (PDF)
Download handout 5 (PDF)
Download handout 6 (PDF)
Jim Westrum, Executive Director of Finance and Business Services, Wayzata Public Schools
Julie Cink, Executive Director of Finance and Business Services, Prior Lake Savage Area Schools
Dale Sundstrom, Executive Director of Business Services, Robbinsdale Area Schools
Thom Sturgeon, Co-Founder/Co-Facilitator, Minnesota Self-Funded User Group
Moderator: Gary Kawlewski, Director of Finance and Operations, Buffalo-Hanover-Montrose ISD #877

303 - The Cyber Landscpe and Your Culture of Security
Download handout (PDF)
Jon Ault, Senior Manager, Eide Bailly
Moderator: Pamela Jensen, Finance & Human Resources Manager, Eastern Carver County Schools

304 - 21st Century Procurement: Implementing a Procurement Marketplace
Download handout (PDF)
Melissa Mattson, Administrative Services Manager, Lakes Country Service Cooperative
Moderator: Kristin Tollison, Director of Administrative Services, Wayzata Public Schools ISD #284

305 - The Changing Landscape of Litigation on Workers Compensation
Download handout (PDF)
Mary Wells, Director of Risk Management, Minnesota Comp Advisors
Mark Kraemer, Certified Work Comp Advisor, Minnesota Comp Advisors
Moderator: Christopher Onyango-Robshaw, Coordinator of Finance, District 196

306 - Social Security
Download handout (PDF)
Grant Holzheuter, Claims Representative, Social Security Administration
Moderator: Margie Thieschafer, Business Manager, Underwood Public School

9:50-10:00am

Break

10:00-10:50am

Breakout Sessions

401 - Bond Rating Preparation
Download handout 1 (PDF)
Download handout 2 (PDF)
Steve Pumper, Vice President, PMA Securities
Ben VanMetre, Associate Analyst, Moody's Investors Service
Moderator: Gloria Wilder, Director of Finance, Intermediate District #287

402 - Data Practices/Request
Download handout (PDF)
Jim Martin, Senior Attorney, Booth Law Group
Moderator: Christine Rehnberg, Executive Assistant, Roseville Area Schools

403 - Lowering Health Care Costs by Increasing Employee Engagement
Download handout (PDF)
Marshall O'Brien, Founder/CEO, Chef Marshall O'Brien Group
Moderator: Amy Hauser, Controller, Austin Public Schools ISD 492

404 - Long Term Facilities Planning and Construction Project Agreements
Download handout (PDF)
Mark Azman, Partner, O'Meara Leer Wagner
Kerry Leider, Risk Consultant, Marsh & McLennan Agency

Moderator: Sarah Slaby, Director of Finance, Winona Area Public Schools

405 - Vehicle Purchasing & Leasing: State of Minnesota Contracts
Download handout (PDF)
B.J. Ison, Assistant Director of Transportation, St. Paul Public Schools
Moderator: Jennifer Walsh, Director of Finance and Operations, Byron Schools

406 - Unpaid Student Meal Debt
Download handout 1 (PDF)
Download handout 2 (PDF)
Amy Thering, Vice President, Minnesota School Nutrition Association
Moderator: Ron Meyer, Director of Finance, Eden Prairie Schools

10:50-11:00am

Break

11:00-11:50am

Legislative Update
Tom Melcher, Director of Program Finance, Minnesota Department of Education
Download handout

12:00pm

Conference Adjourns, Grab and Go Boxed Lunch and Prize Drawings


Wednesday

Certification Course

Special Education
Paul Ferrin, Special Education Funding and Data Supervisor, Minnesota Department of Education

This course will provide an in-depth look into special education funding, and a deep dive into the data and formulas that drive funding allocations per district. Attendees can reference their own reports to better understand their specific funding situation, and to see where the numbers come from.

Gold Mine Session Descriptions, Round One

A1 - LTFM Revenue

Download handout (PDF)

This session will cover topics related to the new Long Term Facilities Maintenance Revenue. Learn more details on how it is calculated, what it can be used for and how to do the correct UFARS coding.

  • Presenter: Christine Schmitt, SWWC Service Cooperative
  • Moderator: Judy Clare, cmERDC, Region III

A2 - You Did WHAT?

Download handout 1 (PDF)
Download handout 2 (PDF)

We will review federal and state bid laws that impact the E-Rate Program — Category 2 Network Equipment Funding. Learn how to not lose money!

  • Presenter: Eve Maly, ARCC
  • Moderator: Cindy Olson, ARCC

A3 - MDE Profiles

At this session MDE will show how Profiles reporting works and how districts can use it to compare themselves to other districts in the state.

Download handout (PDF)

  • Presenter: Jenny Charles, Minnesota Department of Education
  • Moderator: Stacy Mead, Region I

A4 - Hot Topics in School District Auditing and Accounting

Download handout (PDF)

We will provide information on the most recent developments in school district auditing in Minnesota. This session will also include information on recent changes in accounting and financial reporting for school districts. The topics will include GASB #68 (pensions), GASB #74 and 75 (OPEB), and other relevant GASB statements. An update on the continued implementation of Uniform Guidance over Federal Awards will also be discussed.

  • Presenter: Jim Eichten, MMKR
  • Moderator: Tracey Fiereck, cmERDC, Region III

A5 - Statewide Revenue Simulation

Listen to an expert talk about and show tips and tricks for using this incredibly helpful tool.

Download handout (PDF)

  • Presenter: Cathy Erickson, Finance Specialist, ARCC
  • Moderator: Wayne Miller, Region I

A6 - Student Activities Accounting: What You Need to Know

Download handout (PDF)

With a new manual release, it’s important for schools to understand student activities accounting. We will dive into the updated 2017 Chapter 14 — Student Activity Accounting of the UFARS Manual and will discuss the ins and outs of Student Activity Accounting.

  • Presenter: Derek Flanagan, Eide Bailly
  • Moderator: Jeff Yeager, ARCC, Region II

A7 - How Erasing Student Loan Debt Can Improve Teacher and Employee Retention

Download handout (PDF) The presenter will be bringing handouts for this session.

Student loan debt has an impact on many educators. This Student Loan Forgiveness Workshop provides information about several ways employees can deal with student loan debt, including:

• Stafford/Ford loan forgiveness programs for teachers
• The Public Service Loan Forgiveness (PSLF) Program
• Student loan repayment options.

  • Presenter: John Murphy, Horace Mann
  • Moderator: Joe Crawford, cmERDC, Region III

A8 - Teacher Licensing & Special Permissions

This session will not have the presentation available in advance, but handouts will be available at the session.

This session will include discussion of potential legislative changes to teacher licensing. Special permissions, such as waivers and variances, may also be reviewed.

  • Presenters: Nels Onstad, Minnesota Department of Education; Debby Odell, Minnesota Department of Education
  • Moderator: Nikki Logan, ARCC, Region II

Gold Mine Session Descriptions, Round Two

B1 - 5 Biggest Mistakes Managers Make and How to Avoid Them

Download handout (PDF)

This presentation details where managerial pitfalls lie so you can avoid them more easily, as well as how to recover from a mistake quickly and prevent it from happening again. You'll learn how to avoid such management blunders as not having clear objectives, delegating the wrong jobs, being defensive to criticism, ignoring office politics or getting caught up in the rumor mill. The presentation will use real life scenarios to explain mistakes and how they could be handled differently.

  • Presenters: Mary Palmer, SWWC Service Cooperative; Tish Kalla, SWWC Service Cooperative
  • Moderator: Barb Raske, SWWC, Region IV

B2 - Voluntary Pre-K Funding

Download handout 1 (PDF)
Download handout 2 (DOCX)

This session will focus on student data and reporting for voluntary pre-kindergarten such as MARSS reporting, head counts, and ADM caps. We will discuss the relationship between pre-K and ECSE students, computation of ADM, reports that can be used to verify pre-K data, and common reporting errors.

  • Presenters: Kelly Wosika, Minnesota Department of Education; Marilynn Loehr, Minnesota Department of Education
  • Moderator: Dianna Groskreutz, Region V

B3 - UFARS Hot Topics

Download handout 1 (PDF)
Download handout 2 (XLSX)

Review changes in UFARS for Fiscal Year 2017, what's coming in Fiscal Year 2018, and other hot topics.

  • Presenter: Deb Meier, Minnesota Department of Education
  • Moderator: Lisa Rademacher, SWWC, Region IV

B4 - Wage & Hour Regulation Update

Wage and hour regulations were announced and were well prepared for by many employers. They were then put on hold. This session will provide an update and what this means for employers.

  • Presenter: Erin Benson, Shareholder, Ratwik, Roszak & Maloney, PA
  • Moderator: Cindy Seifert, Region V

B5 - Hurry Up and Wait: ACA Compliance in an Uncertain Landscape

Download handout (PDF)

We will discuss the current state of the Affordable Care Act (ACA), as well as its likely future, so that you will better understand your compliance and reporting options.

  • Presenter: James Olney, Associated Benefits & Risk Consulting
  • Moderator: Christine Palmer, cmERDC, Region III

B6 - Understanding Referendum Levies and Their Impact on Taxpayers

Download handout (PDF)

Come to this session to understand operating referendums and how they impact taxpayers. We will also cover the major changes in referendum provisions approved in 2013 and 2014; the implications of board-created, board-converted and voter-approved authorities; and the interaction with local optional revenue.

  • Presenters: Jodie Zesbaugh, Ehlers; Gary Olsen, Ehlers
  • Moderator: Wayne Miller, Region I

B7 - Special Education MFR Reports

This session will give an overview of Special Education reports that are available in MFR. Where are they? What are they telling you? When are they updated? When should you use them?

  • Presenter: Michael Brooks, Minnesota Department of Education; David Lobejko, Minnesota Department of Education
  • Moderator: Jill Guhlke, Region V

B8 - There Is Such a Thing as Free Lunch...And Breakfast

Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (XLSX)
Download handout 4 (XLSX)
Download handout 5 (PDF)

Menahga went from 50% free/reduced lunch to providing every student free breakfast and lunch in just three weeks. See how we paid for it with previously untapped compensatory revenue.

  • Presenter: Kevin Wellen, Menahga Public Schools
  • Moderator: Trudy Fennern, Region V

Thursday

Keynote

Antarctica: "Journey to the End of the Earth"
Matt McFadyen

Very few people have the ability to combine the adventure world and the business world quite like Matt McFadyen. For over a decade Matt has worked with organizations all over the world to align leaders, energize culture and build winning teams.

From dragging heavy sleds to the North Pole to sailing small yachts through some of the world’s deadliest oceans, adventurer Matt McFadyen has pushed himself and others to the ends of the earth, testing the limits of human potential.

He has led teams in some of the toughest conditions on the planet. He's made three record-breaking expeditions to the North Pole, and two long-haul sailing trips to Antarctica. In 2013 Matt rowed, sailed and dragged a small boat 2000 miles across the North West Passage.

Matt’s presentation will not only inspire and motivate, but more importantly, will challenge you to think and act differently both personally and professionally.

Back to the Top


Breakout Sessions (Thursday, 10:30-11:20am)

101 - GASB 75: Preparing for the OPEB Accounting Overhaul
Mark Schulte, Consulting Actuary, Van Iwaarden Associates
Moderator: Mae Hawkins, Executive Director of Business Services, Intermediate District #287

GASB 75 substantially revamps OPEB financial reporting in FY2017-18, and districts must start preparing now for a smooth transition. We’ll explore important topics like increased balance sheet liabilities, volatile OPEB expense, and strategies for funded plans.We will review tracking plan payments and new report timing requirements.

Bio: Mark is a consulting actuary at Van Iwaarden Associates with over 15 years’ experience helping public and private sector employers develop innovative pension and OPEB risk strategies. He enjoys working with employers to understand and solve their most difficult retirement benefit issues.

Back to the Top


102 - Federal Title Programs Application and SERVS Updates
John Moorse, Director, Division of Student Support, Minnesota Department of Education
Moderator: Kris Blackburn, Controller, South Washington County Schools

Where are we with ESSA implementation? How will ESEA Federal Title Programs applications and budgets work under ESSA in the upcoming school year? This session will address current issues and topics relating to ESEA Title Programs from the business office perspective and provide opportunities for questions and 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 at the district and state level for several years.

Back to the Top


103 - Property Taxes: From Levy Certification to the Individual Tax Statement
Shelby McQuay, Municipal Advisor, Ehlers
Andrea Uhl, Financial Specialist, Ehlers

Moderator: Bruce Lamprecht, Director of Business Services, Marshall Public Schools

Minnesota has one of the most complex property tax systems in the nation. Explaining it at a public meeting, making a presentation to the School Board, or talking to an individual taxpayer can be daunting. This session will provide a foundation for understanding this complex system including an overview of values and tax bases, the impact of various taxing decisions on property owners and school district revenues, and the computation of school taxes for individual property owners.

Bio: Shelby joined Ehlers' Education Team as a Municipal Advisor in the MN office. 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.

Bio: Andrea joined Ehlers as a Financial Specialist in 2014 to help Minnesota school districts design and implement financial solutions.  She specializes in answering questions from citizens regarding the tax impact of bond referendums.  Prior to joining Ehlers, Andrea completed her Master of Urban and Regional Planning and Bachelor of Business Administration (Economics) degrees from The University of Iowa.

Back to the Top


104 - Facility Management Strategies: Finding the Hidden Dollars that Should Be Directly Helping Students
Phil Fisher, Project Coordinator of Communications, LHB
Michael Boland, Health & Safety Operations Supervisor, ISD 622

Moderator: Ellie Hill, Business Manager, Hill City Public Schools & Northland Community Schools

For nearly 12 months, ISD 728 and LHB collaborated to improve building operations and maintenance practices, resulting in anticipated annual cost reductions of over $750,000. This presentation will outline the operational and energy savings, processes implemented, staff development efforts, and the long-term vision for continued improvement. Any size district can find opportunities to reduce facility costs and improve operations.

Bio: Phillip Fisher has over 35 years in building construction and operations. Phil’s experience includes managing school building operations, overseeing custodial staff, and providing operational commissioning on new projects and existing facilities. Phil works alongside school districts to maximize their operational efficiency in new construction, remodeling, or retro commissioning.

Back to the Top


105 - Work Smarter Not Harder!
Tracey Fiereck, Administrative Services Manager, cmERDC
Darin Jensen, Senior Director, Administrative Services, SWWC Service Cooperative
Dianna Groskreutz, Business Services Coordinator, Region V Computer
Christine Palmer, SMART Customer Support Specialist III, cmERDC

Moderator: Jean Personius, Purchasing Manager, Eastern Carver County Schools

Come hear a panel discussion from experts in their field on what they have done in their jobs or District to work more efficiently. Some topics to be discussed - year end preparations, document management systems, HR processes, electronic timesheets and more.

Bio: Tracey Fiereck, Admin Services Manager at cmERDC started her career at cmERDC in 1999.  She was hired as a temporary employee to help with conversation from the mainframe finance and HR system that the cmERDC was currently using.  In her 18 years at cmERDC she has served many roles within the organization, payroll support specialist, Regional e-rate/telecom coordinator, shared accountant, charter school financial manager and now manager of an amazing team of individuals that support SMART Software systems, TimeClock Plus, UFARS and MARSS Reporting.  

Bio: Darin Jensen attended Ridgewater Community College and graduated with a degree in Accounting. He then served at Benson Public School as a Business Manager and Technology Coordinator. Fifteen years ago he began his career at SW/WC Service Cooperative where he currently serves as the Sr. Director of Administrative Services.

Bio: Dianna started her career as an auditor for McGladrey & Pullen, LLP in Davenport, IA. In 2003, she became the Senior Accountant for Faribault Public Schools. Then, she became the Controller for Owatonna Public Schools.  In 2010, Dianna was hired as a Business Services Coordinator for Region V Computer Services in Mankato. She provides SMART and other business office support to member districts, charter schools, and other entities.  Also, she is involved in Business Office Workflow Analysis reviews. Dianna holds a CPA license, MASBO Certification, and is a Registered School Business Official with ASBO.

Bio: Christine Palmer is a SMART Customer Support Specialist III at cmERDC. Christine worked as the Payroll & Benefits Manager at Monticello Public Schools prior to joining cmERDC in 2011. Her role at cmERDC has included payroll processing, managing employee benefits, time clock plus implementation/support and SMART Support Services. 

Back to the Top


106 - Practical Guide to Conducting Investigations in a School Setting
Erin Benson, Shareholder, Ratwik, Roszak & Maloney, PA
Moderator: Melissa Lahr, Finance Supervisor, Wayzata Public Schools

Sound disciplinary decisions require a strong factual foundation. The importance of a thorough investigation should not be overlooked, especially when the facts are not cut-and-dried. This presentation will provide a step-by-step guide to investigating employee and student misconduct, including practical advice and pitfalls to avoid.

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.

Back to the Top


Breakout Sessions (Thursday, 1:00-1:50pm)

201 - Basic Concepts for State Aid and Local Tax Receivables
Cathy Erickson, Finance Specialist, ARCC
Moderator: Ryan Tangen, Business Manager, Detroit Lakes Public Schools

With both State Aids and Taxes, revenues do not all arrive in the right fiscal year. This presentation will look at the concepts and steps of recording certain revenues in the correct fiscal year.

Bio: Cathy Erickson has been a Finance, Funding, and Management Specialist for the Region 2 Arrowhead Regional Computing Consortium (ARCC) since 2005, providing training and support in the area of K-12 finance to 31 member school districts. Before joining Region 2, Cathy was a school district business manager for 5 years in northeast Minnesota.

Back to the Top


202 - Career & Tech
Joel Larsen, Program Specialist, Minnesota Department of Education
Moderator: Stephen Anderson, Business Manager, Proctor Public Schools

This presentation will provide guidance regarding Career and Technical Education approval and revenue calculations.

Bio: Joel Larsen is a program specialist in career and technical education at the Minnesota Department of Education. Joel is responsible for the Career and Technical Education Levy program, working with leadership for Minnesota Information Technology (MNIT) and the School Finance division to manage the programs and funding for each local school district. He serves as a program specialist in Agriculture, Food, and Natural Resources Education in Minnesota, and the Minnesota FFA Association.

Back to the Top


203 - Offsetting Rising Healthcare Costs
Dan Weir, Risk Management Consultant, Minnesota Healthcare Consortium
Bill Colopoulos, President/Benefit Consultant, Next Generation Healthcare Economics
Marlo Peterson, Regional Sales Executive, SelectAccount
Genie Newville, Statewide Consultant, Minnesota Healthcare Consortium

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

Ever-increasing healthcare costs are taxing employers and employees alike. This innovative approach can show you how to combine multiple tax advantaged accounts to maximize your healthcare spending, or nest egg for heathcare costs in retirement. By using VEBA and HSA accounts combined with employee direction and a high deductible health plan, we can address needs across the spectrum of employee healthcare spending.

Bio: Daniel Weir is a graduate of the University of Minnesota. He holds a Master’s in Education from Minnesota State University Mankato. Dan graduated from William Mitchell College of Law where he focused on employee benefits and health related law. In the public sector, Dan has been a presenter at several MSBA leadership conferences, MASA conferences, and MASBO breakout and roundtable presentations. He is an active member of the Minnesota Health Underwriters Association and other industry organizations.

Bio: Bill Colopoulos is a healthcare economist and benefits consultant. Formally trained as a healthcare economist, Bill provides expertise in wellness and prevention, funding group benefit programs and health and welfare plan employer administration. Bill’s 30-year career includes client management work for major insurance companies. Bill received a B.A. in Economics from Connecticut College. He has also conducted graduate studies in economics at the University of Pennsylvania and is a member of the American Economic Association, National Association of Health Underwriters and the Society of Human Resources Managers.

Bio: Marlo Peterson is a Regional Sales Executive with SelectAccount. He has been with SelectAccount for 11 years and specializes in growing clients by directing account adoption strategies with an emphasis on HSA and VEBA plans. Marlo has extensive experience advising and serving the public sector market. He represents the voice of the customer in product development, process/procedure and member service.

Bio: Genie Newville serves as the statewide consultant for the Minnesota Healthcare Consortium of participating Minnesota Service Cooperatives. Genie has held various positions, leading underwriting departments and operations for several national insurance carriers. With over 30 years of experience, Genie helps guide financial and benefit strategies for pools and member groups. Genie is a graduate of the College of St. Catherine.

Back to the Top


204 - Indoor Air Quality and Your Budget
Ronald Bratlie, Rothsay Public School District #850
Jared Mohr, Program Manager, InGensa, Inc
Kerry Leider, Risk Consultant, Marsh & McLennan Agency

Moderator: Patrick Goggin, Business Manager, Grand Rapids Public Schools

Indoor air quality and increasing energy costs in school districts has become a major concern for school administrators and business managers. This session will provide a brief overview of air ventilation for K-12 schools, its impacts on the learning environment, the financial impacts, and legal concerns. A case study of a Minnesota school will be reviewed and what they learned about the results of real data, and how it's ventilation upgrades improved student performance and absenteeism, and provided financial relief.

Bio: Dr. Ron Bratlie has over 45 years experience as a school Superintendent and Business Manager. He was responsible for a school selected as the national school model for energy and indoor air quality in 2005. He has received several national awards including US EPA Indoor Air Quality Excellence Award, and the US Energy Association's Public Service Award with President Bush presiding. He was named MASA Administrator of Excellence in 2016.

Bio: Jared Mohr has ten years’ experience including working with Midwest public school districts developing comprehensive plans, funding, design, and implementing facility improvement measures with focus on reducing life cycle costs, improving indoor air quality, and correcting deferred maintenance. Jared has also been involved with renewable systems, LEED certified buildings, and forensic engineering. Jared is a Program Manager, a registered Professional Engineer in Minnesota, and active in ASHRAE, ASPE, AEE, and USGBC. He holds a Master of Science in Management of Technology from the University of Minnesota, Twin Cities, and a Bachelor of Science in Mechanical Engineering from Minnesota State University, Mankato.

Bio: Kerry has 23 years of experience as Property and Risk Manager and management of $365 million of new construction, major repair and renovation projects for the Duluth Public Schools. Prior to working for Duluth Public Schools, Mr. Leider was the health and safety program and finance specialist for the Minnesota Department of Education. Kerry has been an active member of MASMS and MASBO for several years. Kerry currently advises and represents public and private school entities, focusing his work in strategic and effective loss control strategy, risk assessment, and cost reduction methods. His education includes a B.S. degree in Industrial Technology and M.S. degree in Industrial Safety and Hygiene from the University of Minnesota.

Back to the Top


205 - Drones Are Fun. What's the Risk?
Amy Diedrich, Consultant, Marsh & McLennan Agency
Moderator: John Morstad, Director of Business Services, Orono Public Schools

Virtually all standard insurance policies for schools exclude drone use and the FAA “safe harbor” ends as soon as a teacher operates the drone.  Come and learn the latest best practices, coverage options and potential policies offered to protect your district.

Bio: Amy Diedrich is an employee benefits and property and casualty insurance consultant with Marsh & McLennan Agency. Prior to joining Marsh & McLennan Agency, Amy worked as a benfits consultant for another broker. Before that, she was the benefits coordinator for Minnetonka Public Schools where, in addition to managing their benefits program, she served as president of the local union for multiple terms. This gave her intimate knowledge of the workings of collective bargaining relationships along with an acute awareness of the various levels and roles of government and how they relate to public institutions.

Back to the Top


206 - Inbox Zero: Action-Based Email
Pat Spott, Attorney, Spott Law Office
Moderator: John Carlson, Executive Director of Finance, Rochester Public Schools

Inbox Zero is a rigorous approach to email management aimed at keeping the inbox empty, or almost empty, at all times. Inbox Zero was developed by productivity expert Merlin Mann.

Bio: Patrick Spott received his Bachelor of Arts degree with honors from the University of Minnesota and his Juris Doctor degree with honors from Hamline University School of Law. At Hamline he was a law review editor and member of the Silver Gavel Honor Society. After graduation he served as a law clerk for the Minnesota Court of Appeals and the Sixth Judicial District in Duluth. He has been engaged in the private practice of law since 1987. During that time the Minnesota Journal of Law and Politics selected him as a “Super Lawyer” nine times. In 2010 he founded the Spott Law Office with attorney Kay Biga. In addition to the practice of law, Pat is a Dale Carnegie Trainer, qualified neutral mediator, adjunct professor in the School of Business and Technology at the College of St. Scholastica, and is part of a team developing a competency-based Bachelor of Sciences business degree through University of Wisconsin-Extension.

Back to the Top


Breakout Sessions (Friday, 9:00-9:50am)

301 - Best Practices in School Budgeting
Matt Bubness, Senior Manager, Government Finance Officers Association
Moderator: Bill Menozzi, Business Manager, St. Anthony - New Brighton Public Schools

Improve your district's budget process framework to center on alignment of student outcomes and resource allocation, and includes heavy emphasis on collaboration, development of strategies to achieve goals, strategic planning and continuous improvement principles. This presentation includes examples of districts from across the US that have implemented the new framework and integration of free tools and resources to help improve a district’s budget process.

Bio: Matt Bubness is a Senior Manager with GFOA and leads outreach efforts related to best practices in budgeting for school districts and community colleges. Prior to joining GFOA, Matt worked for Chicago Public Schools, serving as operations and finance director for all special education programming; he previously held roles in operating and capital budgeting.

Back to the Top


302 - Highlights of the "Top 5" Employee Health Plan Management Topics from the Minnesota Self-Funded User Group
Jim Westrum, Executive Director of Finance and Business Services, Wayzata Public Schools
Julie Cink, Executive Director of Finance and Business Services, Prior Lake Savage Area Schools
Dale Sundstrom, Executive Director of Business Services, Robbinsdale Area Schools
Thom Sturgeon, Co-Founder/Co-Facilitator, Minnesota Self-Funded User Group

Moderator: Gary Kawlewski, Director of Finance and Operations, Buffalo-Hanover-Montrose ISD #877

Presenting the “Top 5” employee health plan management topics under continuing study by our Minnesota Self-Funded User Group during monthly peer-to-peer study sessions toward our goal of continuous improvement. All districts are welcome to participate in our Group regardless of whether their plans are fully-insured, self-funded, in a co-op or PEIP; regardless of their affiliations with health-related services / products companies.

Bio: Jim Westrum's responsibilities as the Executive Director of Finance and Business Services for Wayzata Public Schools include administrative oversight for Wayzata’s self-funded employee health plan. Jim is a founding member of the MN Self-Funded User Group, a voluntary, peer-to-peer professional learning organization dedicated to the goals of knowledge and confidence building for administrators and labor leaders toward continuous improvement of school districts' employee health plans.

Bio: Julie Cink's responsibilities as the Executive Director of Finance and Business Services for Prior Lake Savage Area Schools include administrative oversight for her district’s self-funded employee health plan. Julie is a founding member of the MN Self-Funded User Group, a voluntary, peer-to-peer professional learning organization dedicated to the goals of knowledge and confidence building for administrators and labor leaders toward continuous improvement of school districts' employee health plans.

Bio: Dale Sundstrom has served in a number of school districts for more than two decades including St. Louis Park, Farmington, Centennial, North St. Paul/Maplewood and most recently Robbinsdale Area Schools. Dale has also worked at the Minnesota Department of Education assisting with development of the Long-Term Facility Maintenance revenue program. Dale is always looking for innovative ways to achieve district objectives and continue the prudent use of taxpayer dollars.

Bio: Thom Strugeon's professional work focuses on large system change and organizational change management. Since co-founding the MN Self-Funded User Group with colleague and co-founder Dennis Dahlman, Dennis and Thom have facilitated monthly, voluntary peer-to-peer knowledge and confidence-building study sessions attended by school administrators and labor leaders having responsibilities for their districts’ employee health plan management processes.

Back to the Top


303 - The Cyber Landscpe and Your Culture of Security
Jon Ault, Senior Manager, Eide Bailly
Moderator: Pamela Jensen, Finance & Human Resources Manager, Eastern Carver County Schools

Spending millions on the latest technologies in an attempt to protect your organization from a security breach is a common, but insufficient, tactic. Cybersecurity involves more than policies, procedures and technologies. Find out how to establish a culture of security at your institution for a comprehensive and resilient solution to the cyber-threat landscape.

Bio: Jon Ault has over 20 years of consulting experience, including helping clients design and implement technology solutions that mitigate their information security risks. Jon has a MS in Information & Communication Sciences from Ball State University and a BA in Business Administration and Computer Science from Concordia College.

Back to the Top


304 - 21st Century Procurement: Implementing a Procurement Marketplace
Melissa Mattson, Administrative Services Manager, Lakes Country Service Cooperative
Moderator: Kristin Tollison, Director of Administrative Services, Wayzata Public Schools ISD #284

Supplier contracts, solicited competitively by you or through a cooperative, offer discounts, value-added benefits and efficiency. Hear how a cooperative enhanced efficiency by moving contracts to an online marketplace integrated with schools' financial systems. We’ll discuss challenges our schools faced with procurement, why we developed the service, the tools we chose, and opportunities and challenges of the project.

Bio: Melissa Mattson is the Manager of Administrative Services at Lakes Country Service Cooperative located in Fergus Falls. She oversees a variety of programs, one of which is Cooperative Purchasing. She chairs the Cooperative Purchasing Connection joint powers group and is a board member of the Association of Educational Purchasing Agencies. Melissa has been involved in public procurement for ten years.

Back to the Top


305 - The Changing Landscape of Litigation on Workers Compensation
Mary Wells, Director of Risk Management, Minnesota Comp Advisors
Moderator: Christopher Onyango-Robshaw, Coordinator of Finance, District 196

School districts' workers compensation programs are aimed to deliver necessary medical care and income benefits to workers injured on the job without the uncertainty and expense of litigation. The day-to-day changes in workers comp litigation can be difficult to follow and understand. Our expert will cover some of the most recent litigation hot buttons in Minnesota when it comes to workers compensation. We will also walk you through a technical guideline to minimize effects of litigation and the costs associated with it.

Bio:

Back to the Top


306 - Social Security
Grant Holzheuter, Claims Representative, Social Security Administration
Moderator: Margie Thieschafer, Business Manager, Underwood Public School

This session will address some of the basics of Social Security, as well as discuss the options for drawing Social Security upon retirement. Information will be provided to give basic guidance regarding when not to withhold OASDI and Medicare, and on Social Security Disability.

Back to the Top


Friday

Breakout Sessions (Friday, 10:00-10:50am)

401 - Bond Rating Preparation
Steve Pumper, Vice President, PMA Securities Moody's Investors Service
Ben VanMetre, Associate Analyst, Moody's Investors Service

Moderator: Gloria Wilder, Director of Finance, Intermediate District #287

When issuing bonds, the underlying rating you carry as a district can have a tremendous impact on the total interest paid over the life of the bond. Learn what the rating firms are looking for when assigning a rating for your district, and find out how you can do some homework to be prepared to put your district in the best light in the eyes of a rating committee.

Bio: Steve Pumper joined PMA Financial Network in July 2009. Prior to joining PMA, Steve worked as a school business manager in Minnesota schools for 22 years. He brings that experience in helping PMA develop services that are beneficial to the business manager in the field. Steve is a Registered Representative with FINRA and holds his series 7, 50 and 63 securities licenses.

Bio: Ben VanMetre is an analyst for the Chicago Local Government Ratings Team. Ben is the state lead for credits in Minnesota and he covers credits in Illinois, Michigan, Iowa and Ohio. Ben is also a member of the Moody’s Charter School Task Force. Prior to joining Moody’s, Ben was the Director of Pension Reform at the Illinois Policy Institute, a research organization. Ben holds a MA degree in Economics from George Mason University and a BA degree in Economics and Management from Beloit College.

Back to the Top


402 - Data Practices/Request
Jim Martin, Senior Attorney, Booth Law Group
Moderator: Christine Rehnberg, Executive Assistant, Roseville Area Schools

This presentation will provide the attendees with an overview of the application of the Minnesota Government Data Practices Act related to data about employees. The presentation will cover what data about employees is public and what is non-public. Strategies for responding to data requests will be covered and, if time permits, a short exercise will be conducted to help the attendees apply what they have learned.

Bio: Jim Martin has been practicing employment law for over 25 years. With Booth Law Group he represents many school districts and charter schools in navigating their employment law, board governance and student discipline issues. Jim serves as a hearing officer in hearings under the Veterans’ Preference Act and expulsion hearings under the Pupil Fair Dismissal Act. He also conducts employment investigations for public and private employers. For the past 16 years, Jim has served as an adjunct professor at the University of Minnesota where he teaches a course on school human resources administration.

Back to the Top


403 - Lowering Health Care Costs by Increasing Employee Engagement
Marshall O'Brien, Founder/CEO, Chef Marshall O'Brien Group
Moderator: Amy Hauser, Controller, Austin Public Schools ISD 492

Most schools have good wellness seminars, but 98% of employees do not take the next step and do something. In extensive surveys we discovered two things: (1) Most employees want to do something but don't know where to start and (2) You will lose over 90% of them if they don't make a commitment when they leave that seminar. Learn how to eliminate this problem and increase your engagement percentage.

Bio: Author, speaker and chef Marshall O’Brien shows people how to build their health, happiness and well-being with delicious, nutritious food. A lifelong student of nutrition, his goal is to change the world by teaching people to make the right food choices. Plain and simple, he and his team are Nutrition on a Mission®! Chef Marshall knows it’s all about eating smarter and he’s spreading the word. “First, I tell people why they should do something and then I tell them how to do it.” An expert on nutrition and cooking, Chef Marshall works with organizations, city agencies, businesses, hospitals, schools, and childcare facilities to build positive eating habits that last a lifetime. His team’s most recent book, The Smart Nutrition Workbook, is getting rave reviews for providing people a practical and sustainable pathway for using Smart Nutrition to lead a better quality life. He delivers corporate wellness programs for Fortune 500 companies in the Twin Cities, presents at national conferences, and is a regular guest on Minnesota local television. Chef Marshall is the founder and CEO of the Chef Marshall O’Brien Group, a team of dedicated nutrition and media professionals that provide the tools to improve people’s quality of life.

Back to the Top


404 - Long Term Facilities Planning and Construction Project Agreements
Mark Azman, Partner, O'Meara Leer Wagner
Kerry Leider, Risk Consultant, Marsh & McLennan Agency
Moderator: Sarah Slaby, Director of Finance, Winona Area Public Schools

This workshop will focus on the various types of relationships common to Minnesota School Districts, and the practices and considerations for effective RFPs, design and project agreement. The owner/school district has the most to gain by fully considering and understanding the options for selecting and hiring a planning, design and construction team. This presentation will help identify the common variables that districts often fail to understand when interviewing and negotiating agreements terms with project teams.

Bio: In litigation and transactional matters, Mark Azman represents and advises public and private entities, focusing his practice in the areas of school law, construction law and insurance coverage. Mark has handled the day-to-day litigation management of numerous large-scale Minnesota and Wisconsin public school district matters involving school safety, tort liability, employment law, and construction. Mark also negotiates and drafts contracts and other agreements in the fields of construction, joint enterprise, insurance, employment, and real estate.

Mark has spoken at numerous seminars on many topics including governmental liability, school law, cyber-liability and campaign finance matters. Prior to joining the firm, he practiced in St. Cloud, Minnesota, and also clerked for the Honorable Sharon L. Hall of the Tenth Judicial District. He is a member of the Defense Research Institute, the Minnesota Defense Lawyers Association, the Federal Bar Association, and the Eighth Circuit Bar Association. Mark is admitted to practice in all state and federal district courts in Minnesota, Wisconsin, North Dakota and the Seventh, Eighth and Eleventh Federal Circuit Courts of Appeal.

Bio: Kerry has 23 years of experience as Property and Risk Manager and management of $365 million of new construction, major repair and renovation projects for the Duluth Public Schools. Prior to working for Duluth Public Schools, Mr. Leider was the health and safety program and finance specialist for the Minnesota Department of Education. Kerry has been an active member of MASMS and MASBO for several years. Kerry currently advises and represents public and private school entities, focusing his work in strategic and effective loss control strategy, risk assessment, and cost reduction methods. His education includes a B.S. degree in Industrial Technology and M.S. degree in Industrial Safety and Hygiene from the University of Minnesota.

Back to the Top


405 - Vehicle Purchasing & Leasing: State of Minnesota Contracts
B.J. Ison, Assistant Director of Transportation, St. Paul Public Schools
Moderator: Jennifer Walsh, Director of Finance and Operations, Byron Schools

Do you know, as a school district, you can lease your vehicles from State of Minnesota Fleet Services? These leases include all vehicle maintenance so the only cost items left for you are fuel and insurance. This presentation will walk through the ease of vehicle purchasing and leasing off state contracts and discuss the cost savings and efficiencies that can be discovered through an operational lease program.

Bio: B.J. has served Saint Paul Schools Transportation for the last 5 years. Previously he worked in the White Bear Lake and Mahtomedi School Districts along with many others as a consultant. He has been in school district transportation for nearly 15 years. He has a BS in Communications and Geographic Information Systems from the University of North Dakota. His areas of expertise include transportation finance, technology, logistics, planning, and fleet management.

Back to the Top


406 - Unpaid Student Meal Debt
Amy Thering, Vice President, Minnesota School Nutrition Association
Moderator: Ron Meyer, Director of Finance, Eden Prairie Schools

This session will be on unpaid student meal debt that presents challenges to Minnesota school districts and charter schools. If left unaddressed, these situations reach beyond the cafeteria, potentially threatening district education funds and resources. It is essential for a district to develop a "meal charge" policy that includes input from administration, food service directors and parents.

Bio: Amy Thering is the Business Specialist with Anoka-Hennepin Schools and previously the Business Manager for Nutrition Services at St. Paul Public Schools. In her current role, Amy oversees all the business functions for the Child Nutrition Programs for the Anoka-Hennepin School District. Amy is currently the MN School Nutrition Association Vice President and has served as the MSNA Secretary/Finance Chair, 2010-2014.

Back to the Top


Legislative Update
Tom Melcher, Director of Program Finance, Minnesota Department of Education

The 2017 legislative session will be near completion, so Tom will review the latest updates. Be sure to stay and hear a recap of the session, and learn what this may mean for your district.

Bio: Tom Melcher is the Director of the School Finance Division at the Minnesota Department of Education. He has 37 years of experience at the Department. Before joining the Department, he was an assistant business manager with the Collier County, Florida Public Schools. Tom holds a Ph.D. in Educational Administration from the University of Florida.

Back to the Top


Copyright © 2017 Minnesota Association of School Business Officials (MASBO). All rights reserved.
Legal