2017 Fall Conference Agenda

Links to presentations that have been received to date can be found listed under each session name. Presentations will be added as they become available.

Note: CPE Credits from the National Association of State Boards of Accountancy (NASBA) are offered for select sessions, and have a “CPE” designation after the title. Credits from the Minnesota Board of School Administrators will continue to be provided for the full conference.

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Wednesday, November 1 (Certification Courses)

1:00-1:30pm

Registration

1:30-4:30pm

Buildings & Grounds II
Kerry Leider, Insurance & Risk Management Consultant – Marsh & McClennan Agency
Sarah Miller – MDE
Mat Miller, Director of Facilities and Building Operations – Olmsted County

4:30-5:00pm

Registration / Dinner

5:00-8:00pm

Legal & Personnel II
Annie Doughty, Director of Community Education Operations – Wayzata Public Schools
Craig Holje, Chief HR & Administrative Services – Richfield Public Schools

Printed copies of certification presentations will be provided.

Thursday, November 2 (Fall Conference)

8:00-8:30am

Registration

8:30-8:40am

Welcome, Overview of the Day

8:40-10:30am

Keynote

Creating a Top 20 Culture and Getting the Negativity Out
Willow Sweeney – Top 20 Training

10:30-10:45am

Break

10:45-11:35am

Breakout Sessions

Knowing How To See Things Differently: The Frame
Willow Sweeney – Top 20 Training

Your Health. Your Money. Your Choices.
Download handout (PDF)
Jeanette Mellesmoen, Manager Member Services – Northeast Service Cooperative
Marlo Peterson, Regional Sales Executive – SelectAccount

How Safe is Your Safety Program?
Download handout (PDF)
Amy Satterfield, Director of Business Development/Sr. Project Manager – IEA, Inc.
William Stuart, MPH, CSP, Safety Consultant Principal – MN OSHA Workplace Safety Consultation

11:35am-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Special Education Funding Formulas and Details
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

Unpaid Student Meal Debt
Download handout (PDF)
Amy Thering, Child Nutrition Business Specialist – Anoka-Hennepin Schools

What Can Using a Cooperative for Purchasing Goods and Services (Construction Services) Do For You?
Download handout (PDF)
Julie Leiferman, Business Development – Schwickert's Tecta America

The Paperless School District: Getting Started
Download handout (PDF)
John Barbato, Sales and Marketing Manager – OfficeScope

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

Special Education Funding Formulas and Details (Repeat Session)
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

Hot Property Tax Topics
Download handout (PDF)
Jodie Zesbaugh, Senior Municipal Advisor – Ehlers

Recent Developments Impacting Your Schools: A Case Law Update / CPE
Download handout 1 (PDF)
Download handout 2 (DOCX)
Christian Shafer, Shareholder – Ratwik, Roszak & Maloney, P.A.

How Cybercrime Affects Schools
Download handout (PDF)
David Anderson, Manager, Information Security – CliftonLarsonAllen LLP

2:20-2:30pm

Break

2:30-3:20pm

Breakout Sessions

Arbitrage: Not a Dirty Word
Download handout (PDF)
Steve Pumper, Vice President – PMA Financial Network

Creating a Helpful Request for Proposal
Download handout (PDF)
Troy Miller, Education Focus Leader – LHB

UFARS Hot Topics
Download handout 1 (PDF)
Download handout 2 (XLSX)
Deb Meier, School Finance – MDE

Record Retention
Download handout (PDF)
Charles Rodgers, Government Records Specialist – MN Historical Society, State Archives

Friday, November 3 (Fall Conference)

7:45-9:00am

Registration

8:00-9:00am

Resource Committee Meetings

9:00-10:30am

Welcome, Overview of the Day

Committee Updates

Annual Report

Strategic Planning Update

General Session Speaker - Office of the Minnesota Attorney General
Sarah Gillaspey and Christie Eller – Office of the Minnesota Attorney General

10:30-10:50am

Break

10:50-11:40am

Breakout Sessions

LTFM / DHS
Sarah Miller, Education Finance Specialist – MDE
Anna Schliep, Engineer – Minnesota Department of Health

Download handout (PDF)

IRS Examinations of School Districts — What Have We Learned and What Should We Do To Prepare / CPE
Download handout (PDF)
Karen A. Gries, CPA/Prinicpal – CliftonLarsonAllen LLP

Legal Considerations for School Boards
Download handout (PDF)
Jim Martin, Senior Attorney – Booth Law Group

Improve Your Employee Communications to Engage Employees in their Benefits, Rewards and Well-being
Download handout (PDF)
Beth Czekalski, Employee Communications Manager – Gallagher Benefits Services

GASB 87
Download handout (PDF)
Brad Falteysek, CPA, Audit Partner – Abdo, Eick & Meyers, LLP

11:40am-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Special Education Finance Update
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

Bond Bingo: Intro to Bond Basics / CPE
Kristin Hanson, Director – PFM Financial Advisory
Arcelia Detert, Senior Managing Consultant – PFM Financial Advisory

MARSS: What's New for FY18
Download handout (PDF)
Marilynn Loehr, State MARSS Coordinator – MDE
Kelly Wosika, School Finance – MDE

Negotiating Unrequested Leave of Absence Language
Download handout (PDF)
Bill Kautt, Associate Director of Management Services – MSBA

LTFM / DHS (Repeat Session)
Download handouts 1 (PDF)
Sarah Miller, Education Finance Specialist – MDE
Anna Schliep, Engineer – Minnesota Department of Health

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

Special Education Finance Update (Repeat Session)
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

Trends in School Food Service
Download handout (PDF)
Melanie Wirth, Corporate Dietitian – Taher, Inc.

Insurance Limits and Deductibles – What’s In Your Policies?
Download handout (PDF)
Kerry Leider, Risk Consultant and Insurance Agent – Marsh & McLellan Agency
John Siffert, Risk Consultant – Marsh & McLellan Agency

MARSS: What's New for FY18 (Repeat Session)
Download handout (PDF)
Marilynn Loehr, State MARSS Coordinator – MDE
Kelly Wosika, School Finance – MDE

2:20pm

Program Concludes

Thank you, Keynote Sponsor!

Educators Benefit Consultants, LLC Supports MASBO!

Thank you, Wi-Fi Sponsor!

EFS Advisors Supports MASBO!

Certification Courses (Wednesday)

Buildings & Grounds II
Kerry Leider, Insurance & Risk Management Consultant – Marsh & McClennan Agency
Sarah Miller – MDE
Mat Miller, Director of Facilities and Building Operations – Olmsted County

Topics include long term facilities maintenance, financing capital projects, facilities planning, plant management, emergency preparedness and energy management.

Legal & Personnel II
Annie Doughty, Director of Community Education Operations – Wayzata Public Schools
Craig Holje, Chief HR & Administrative Services – Richfield Public Schools

Topics include personnel policies, hiring procedures, job descriptions, performance appraisals and pay equity reports. Labor relations, contract administration, staffing projections and legislation affecting personnel and EEO coordinator will also be covered.


Thursday

Creating a Top 20 Culture and Getting the Negativity Out
Willow Sweeney – Top 20 Training

A Top 20 Culture develops the potential of students and colleagues. This session presents four components of a Top 20 culture: (1) help others succeed, (2) communicate "you matter," (3) honor the absent, and (4) see the problem, own the problem. It also presents a tool to assess the degree to which these components exist, and how to develop an awareness and means for reducing negativity in thinking and interactions that may impede a Top 20 Culture.

Bio: Willow Sweeney is co-founder of Top 20 Training that provides training and materials to empower leaders, teachers, parents and students to develop their potential. She and her Top 20 team have trained over 450,000 leaders throughout the United States. Willow has co-authored Top 20 Teachers: The Revolution in American Education, Top 20 Parents: Raising Happy, Responsible and Emotionally Healthy Children and Top 20 Teens: Discovering the Best-kept Thinking, Learning and Communicating Secrets of Successful Teenagers. Her career has included high school teaching and coaching, and she has been a national speaker and trainer since 2002. She and her husband Brian have two sons and live in St. Cloud, Minnesota.

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Breakout Sessions (Thursday, 10:45-11:35am)

Knowing How To See Things Differently: The Frame
Willow Sweeney – Top 20 Training

The Frame helps people understand why they are getting the results they are getting out of life. This session examines (1) the tendency we have to blame others when we are not getting the results we desire, (2) how our need to be right activates blame, (3) how curiosity helps us to get better results, and (4) what we can do to see more or differently.

Bio: Willow Sweeney is co-founder of Top 20 Training that provides training and materials to empower leaders, teachers, parents and students to develop their potential. She and her Top 20 team have trained over 450,000 leaders throughout the United States. Willow has co-authored Top 20 Teachers: The Revolution in American Education, Top 20 Parents: Raising Happy, Responsible and Emotionally Healthy Children and Top 20 Teens: Discovering the Best-kept Thinking, Learning and Communicating Secrets of Successful Teenagers. Her career has included high school teaching and coaching, and she has been a national speaker and trainer since 2002. She and her husband Brian have two sons and live in St. Cloud, Minnesota.

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Your Health. Your Money. Your Choices.
Jeanette Mellesmoen, Manager Member Services – Northeast Service Cooperative
Marlo Peterson, Regional Sales Executive – SelectAccount

By pairing your qualified high-deductible school-sponsored health plan with a VEBA and/or HSA plan, you will learn how to pay $100 of expenses with as little as $70. Combo plans provided through your regional service cooperative, paired with SelectAccount, will help educated consumers make their health care dollars stretch farther.

Bio: Jeanette leads the Member Services division at Northeast Service Cooperative, where she puts an emphasis in Health & Safety and Insurance programs, while at the same time assuring sustainability and growth for all programs, NESC, and its members and partners. She holds a Bachelor of Science in accounting from Bemidji State University.

Bio: Marlo Peterson is a Regional Sales Executive with SelectAccount. He has been with SelectAccount for eleven 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.

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How Safe is Your Safety Program?
Amy Satterfield, Director of Business Development/Sr. Project Manager – IEA, Inc.
William Stuart, MPH, CSP, Safety Consultant Principal – MN OSHA Workplace Safety Consultation

What areas of your program should you focus on and consider when assessing how safe is your safety program? This presentation will include details of school facilities' most cited safety conditions, the cost of citations and the injuries that could be prevented, as well as guidance from OSHA consultation.

Bio: Amy Satterfield is a Sr. Project Manager with IEA, Inc., and has 20 years of experience providing environmental, health and safety services to school districts as well as commercial, industrial and healthcare clients. IEA and Amy’s involvement with the district facility programs as well as relationship building with the governing agencies provides a well-rounded view of safety challenges and needs.

Bio: As a safety consultant for MNOSHA with 25 years, Bill provides safety consultative services to a wide range of manufacturing, service, and construction industries. He has held multiple corporate safety management positions that have provided him a wealth of global experience and knowledge that enhance his ability to communicate and educate employers and employees on relevant safety topics.

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

Special Education Funding Formulas and Details
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

This presentation will give an overview of the State Special Education Funding formula and Tuition Billing system. We will then go over the numbers to use in forcasting future state aid. The presentation will focus on reports posted on the Minnesota Department of Education (MDE) website under the Minnesota Funding Reports (MFR). The main reports we will be review are:

  • SFY 16 and 17 Compreshensive aid reports
  • SFY 16 and 17 Tuition Bill Rate Calculation reports
  • SFY 16 Tuition Bill District Calculation reports
  • SFY 17 Historical Adj. ADM Capped at 1.0 (this is under Student on the MFR)
  • SFY 17 District/School ADM reports

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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Unpaid Student Meal Debt
Amy Thering, Child Nutrition Business Specialist – Anoka-Hennepin Schools

USDA regulations now require federal school meal programs to have a procedure in place to address negative balances and for charging meals. Get insights from the Anoka-Hennepin district's Child Nutrition Program Business Specialist.

Bio: Amy Thering has been in the school nutrition industry since 2006. She was the Nutrition Services Business Manager with St. Paul Public Schools for 7 years and has been with Anoka-Hennepin Schools as the Child Nutrition Programs Business Specialist since 2013. Amy is currently the Minnesota School Nutrition Association President-Elect and was the MSNA Secretary/Finance Chair for 4 years from 2010-2014. She has been married for 27 years, has 2 adult sons and lives in White Bear Lake.

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What Can Using a Cooperative for Purchasing Goods and Services (Construction Services) Do For You?
Julie Leiferman, Business Development – Schwickert's Tecta America

In this session we will explain the advantages of using a cooperative services contract to procure construction services (for one), and the process involved.

Bio: As the head of business development for Schwickert's Tecta America, Julie has been a strong asset in building new and long term business relationships with customers. A Schwickert’s employee since 2005, Julie's driven personality has allowed her to gain a vast amount of knowledge of all aspects of Schwickert's services from roofing to mechanical.

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The Paperless School District: Getting Started
John Barbato, Sales and Marketing Manager – OfficeScope

Everyone wants to go paperless — let us show you how. The reality of being a paperless office is old news in private industry, but is a very new concept for schools. This presentation gets the dialogue going on why school offices should go paperless, reviewing the benefits and how to begin a process that appears very overwhelming.

Bio: John Barbato, Education Account Manager at OfficeScope has experience helping businesses throughout the nation go paperless and create better workflows. From overseeing implementation and training he has helped thousands of offices become better operations, and more specifically over the last five years helping school districts. Working with OfficeScope has allowed him to tap into that experience and identify the specific problems that schools face and help transform their practices.

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

Special Education Funding Formulas and Details (Repeat Session)
Paul Ferrin, Special Education Funding and Data Supervisor – MDE

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Hot Property Tax Topics
Jodie Zesbaugh, Senior Municipal Advisor – Ehlers

In this session, Jodie Zesbaugh from Ehlers will cover the recently approved School Building Bond Agricultural Credit. They will discuss how the credit impacts taxes for existing debt and how to incorporate the impact of the credit when planning a future bond referendum or debt issuance. They will also touch on the new Commercial/Industrial Statewide Property Tax Exclusion.

Bio: Jodie joined Ehlers’ Roseville office as a Municipal Advisor in 2009 to help Minnesota school districts design and implement financial solutions. Prior to joining Ehlers she was an Education Industry Specialist for Sunergi, Inc. and previous to that was Director of Financial Operations at South Washington County School District for 15 years. One of Jodie's greatest contributions to Ehlers clients is her hands on experience with the many challenges faced by school districts today and her added insight in helping find financial solutions.

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Recent Developments Impacting Your Schools: A Case Law Update / CPE
Christian Shafer, Shareholder – Ratwik, Roszak & Maloney

The law seldom stands still. We will review recent decisions in employment law, student rights, school governance, discrimination and other areas that affect the daily operations of your schools. Staying abreast of the law is the best way to avoid violating it.

Bio: Christian Shafer advises both school district and municipal clients in employment matters, all areas of school law, municipal law, and labor law. He has successfully represented clients in State and federal courts, grievance and discharge arbitrations, special education due process hearings, and administrative proceedings conducted by the Equal Employment Opportunity Commission, Office of Civil Rights, and Minnesota Department of Human Rights. Christian has also served as an investigator for school districts, counties, and the State of Minnesota. Christian is a frequent presenter for school districts across the State, and education associations. He has been a guest lecturer in post-graduate level school district administration classes. Prior to attending law school, Christian worked in a school district’s Community Education Department for over five years. In that role, Christian worked directly with students, parents, and other school district staff on day-to-day school activities and issues.

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How Cybercrime Affects Schools
David Anderson, Manager, Information Security – CliftonLarsonAllen LLP

Cybercrime is becoming more and more widespread, and schools are not immune to these threats. In this session we will review the current state of cybercrime and the ways it is affecting schools.

Bio: David is a manager and information security consultant with nine years of experience in the Information Technology field. He has experience in networking, Linux, and managing a Microsoft Windows domain. Currently, he performs, and provides project management for network penetration testing, vulnerability assessments, and social engineering engagements within a wide range of industries.David has firsthand knowledge and experience using leading edge hacking/testing methods including: external and internal network penetration designed to gain access to high value targets, social engineering techniques designed to assess all aspects of an organizations security, techniques for email phishing that result in remote access to company networks, bypassing improperly configured firewalls and proxy systems, and domain and network management.

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

Arbitrage: Not a Dirty Word
Steve Pumper, Vice President – PMA Financial Network

With interest rates rising, we may be heading into a time where it is more common for arbitrage to be a factor for Districts who are issuing bonds. Learn the basics of arbitrage, and some strategies that you can use to make arbitrage your friend.

Bio:Steve joined the firm in 2009 and helps PMA develop services to assist school district business managers. Prior to joining PMA, he worked as a school business manager in Minnesota schools for 22 years. Steve holds Series 7 and 63 FINRA licenses.

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Creating a Helpful Request for Proposal
Troy Miller, Education Focus Leader – LHB

This presentation will help you understand the different services, expertise, and delivery processes in creating a Request for Proposals (RFP). Troy was an interim facility director for the Elk River Public Schools, where he assisted the district in creating draft RFPs for future district projects. He will share examples of items you may want to consider and incorporate into your process.

Bio: Troy is the Education Group Leader in LHB’s Minneapolis office. He has been working with school districts for over 20 years and has been a part of over $1,350,000,000 in school construction projects for over 110 school districts across the mid-west.

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UFARS Hot Topics
Deb Meier, School Finance – MDE

UFARS Hot Topics will include the following:

  • FY 2017 UFARS Data Submissions and Related Memos
  • FY 2017 UFARS Turnaround Reports – Review
  • Update on Voluntary Prekindergarten and School Readiness Plus
  • FY 2018 UFARS Codes Updates
  • MDE Website Update

Bio: Deb graduated Magna Cum Laude from Augsburg College with a B.A. in Business Administration with a concentration in accounting and finance. She workd as an auditor at the Minnesota Department of Transportation for more than five years, and has 16 years of experience as a Supervisor of Accounting for two different school districts, before joining MDE in the Division of School Finance.

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Record Retention
Charles Rodgers, Government Records Specialist – MN Historical Society, State Archives

Basics for Managing School District Records: School districts are required to keep myriad records — some for just a few years, some for a lifetime. Charles Rodgers, Government Records Specialist with the Minnesota Historical Society, will share his knowledge on both why districts must meet this mandate, as well as how it can be successfully done. The session will include information about the state record laws, an overview of the general records retention schedule for school districts, and basic records management, plus some practical advice about how to manage school district records.

Bio: Charles Rodgers is a government records archivist with the State Archives of the Minnesota Historical Society, where he has worked for over 30 years. His primary duties include acquiring government records with historical value from state and local governments, reviewing records retention schedules received from all levels of Minnesota government, and advising on the historical value of Minnesota government records. He is familiar with the General Records Retention Schedule for Minnesota School Districts, and with general records management policies and practices.

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Friday

General Session Speaker - Office of the Minnesota Attorney General
Sarah Gillaspey and Christie Eller – Office of the Minnesota Attorney General

A representative from the Minnesota Attorny General's Office will talk about scams, fraud and other consumer protection issues. There will be a question and answer period for the audience to ask questions about the role of the Attorney General's office, with what types of issues they can assist and how best to contact them.

Bio: Sarah Gillaspey graduated from the University of St. Thomas School of Law magna cum laude in 2011, and clerked for the Honorable William R. Howard and the Honorable James Moore in Hennepin County District Court from 2012-2014. She has served in her current position as an Assistant Attorney General in the charities division of the Minnesota Attorney General’s Office since 2014.

Bio: Christie Eller received a JD degree from the University of Minnesota Law School in 1976, magna cum laude, and served as a law clerk for the Honorable Gerald W. Heaney, 8th Circuit Court of Appeals from 1976-1978. She has been with the Minnesota Attorney General’s Office since 1978 serving in various capacities and ispresently Deputy Attorney General for the Government Legal Services Section of the Attorney General’s Office.

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

LTFM / DHS
Sarah Miller, Education Finance Specialist – MDE
Anna Schliep, Engineer – Minnesota Department of Health

Long-Term Facilities Maintenance (LTFM) – Overview of current LTFM guidance to include updates on Alternative Facilities/Deferred Maintenance and Health and Safety adjustment calculations, FAQs and new lead legislation – “Reducing Lead Exposure from Drinking Water in Minnesota Schools”. Lead legislative information will review the current Minnesota technical guidance highlighting pending updates and will offer attendees an opportunity to provide feedback.

Bio: Sarah Miller has had more than 30 years of experience in business management and financial accounting in the court system, public accounting, hotel industry, and for the past 19 years in the Minnesota school system. Sarah was employed as Director of Business Affairs in three Minnesota school districts – Ortonville (4.5 years), Rockford (1 year); and Delano (5.5 years) and consulted with two Minnesota charter schools. Sarah has been employed at the Minnesota Department of Education (MDE) Division of School Finance for 7.5 years as an Education Finance Specialist on the Financial Management Team and currently on the Budget and Facilities team. She has extensive experience in the areas of Uniform Financial Accounting and Reporting Standards (UFARS); Statutory Operating Debt (SOD); Credit Enhancement Program approval (policy/procedural development with Minnesota Management and Budget (MMB)); School Business Bulletin; School Finance Award; Audit, Charter School Lease Aid; lead trainer for the Financial Management team and currently in the capacity of Long-Term Facility Maintenance. Sarah has a Bachelor of Science Degree in Business Administration – Accounting from the University of Northern Colorado, Greeley, Colorado. She has been an 18-year member of MASBO and has ongoing community involvement in music, local Arts Council and volunteer programs.

Bio: Anna is currently the Compliance Engineer in the Minnesota Department of Health Drinking Water Protection Section where she helps Community Public Water Systems with compliance issues related to the Lead and Copper Rule, Arsenic Rule, and Radionulides Rule. Anna received her BA in physics from University of MN-Morris and her Masters in Physics, and Engineering Physics from the University of Maine.

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IRS Examinations of School Districts — What Have We Learned and What Should We Do To Prepare / CPE
Karen A. Gries, CPA/Prinicpal – CliftonLarsonAllen LLP

The IRS has been active with examinations of school districts with the end result of the audit yielding unexpected financial consequences. The examinations have focused on payroll reporting, independent compliance, fringe benefit reporting, tax exempt bonds, and more. This session will address common issues encountered during IRS examinations and what school districts should be doing now to mitigate negative outcomes of such an inquiry.

Bio: Karen is a principal with CliftonLarsonAllen and provides tax compliance and consulting services to exempt organizations, including governmental entities. Karen is a member of the AICPA and MNCPA, former member of the IRS Advisory Committee on Tax Exempt and Government Entities and frequent speaker on nonprofit tax issues.

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Legal Considerations for School Boards
Jim Martin, Senior Attorney – Booth Law Group

This session will cover a school board’s duties to the school district. The session will place a special emphasis on the board’s role in acting upon employee discipline including application of the Open Meeting Law and the Data Practices Act.

Bio: Jim Martin began practicing employment and labor law in 1989 where he has focused on all areas of employment and labor law. He has represented both private and public sector clients in a variety of matters 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. Jim has extensive experience conducting investigations of employee misconduct. Clients and other lawyers seeking to ensure a prompt and comprehensive investigation call on Jim to provide investigations. Jim also 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. Prior to his work in the schools, Jim spent five years representing public and private sector clients on a wide range of employment and labor law issues with a large Twin Cities firm. Jim and his family live in Eden Prairie and he is active in youth coaching as well as numerous civic activities.

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Improve Your Employee Communications to Engage Employees in their Benefits, Rewards and Well-being
Beth Czekalski, Employee Communications Manager – Gallagher Benefits Services

What does your employee communications strategy look like? Why and how would it be beneficial to develop one? This session will demonstrate how a comprehensive communications strategy for benefits, rewards and well-being can improve your employee value proposition and increase employee engagement. Using a four-step process, you will learn how to begin developing a plan for communications with messaging that captures your employees hearts and minds to improve their perception of the rewards and benefits you provide, increasing their engagement with your organization.

Bio: Beth is passionate about working with clients to design a communication strategy that will clearly and effectively communicate an organization’s rewards programs to help improve employee engagement. In addition to assessing an organization’s vision, mission and culture, Beth incorporates an understanding of employee demographics when creating a tailored communication strategy that addresses the appropriate channels and messages.

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GASB 87
Brad Falteysek, CPA, Audit Partner – Abdo, Eick & Meyers, LLP

GASB 87 – Understanding changes to the treatment of Leases in the financial statements. We will discuss the definition of a lease, as well as the implementation of the standard. This will include the specific preparation you will need to complete for your FY21 financial statements, the potential effects on the financial statements and the note disclosure requirements.

Bio: Brad Falteysek began his career at Abdo, Eick & Meyers, LLP working with local governments in 1998 after almost two years with the Office of the Legislative Auditor’s Office. He spends over 90 percent of his billable time working with governmental clients performing audits, utility rate studies, financial management plans, and debt analysis. Brad is a member of the AICPA, MASBO, MNCPA, and MNGFOA professional organizations.

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

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

This presentation will provide an update of what’s new in the world of Special Education Funding. Topics will include federal allocations, state aid calculation timelines, closing out State Fiscal Year (SFY) 2017, the Electronic Data Reporting System (EDRS) rewrite, the special appropriations (special pupils, out of state and court placements), along with other various funding updates.

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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Bond Bingo: Intro to Bond Basics / CPE
Kristin Hanson, Director – PFM Financial Advisory
Arcelia Detert, Senior Managing Consultant – PFM Financial Advisory

Bonds are often used to finance capital projects for school districts. You have done all the hard work to identify projects, reviewed the financing options to pay for the projects, and considered and even decided to go to the voters. Kristin and Arcelia will introduce the basics, including the various types of bonds, the general process for issuing bonds, important terms (and yes, there are a lot), the key players in the transaction, and the process for issuing bonds while making the learning experience fun.

Bio: Kristin Hanson is a Director at PFM Financial Advisors LLC in the Minneapolis office. Ms. Hanson has been involved in public finance for 23 years, focusing on Minnesota governments and school districts. She is active in various professional associations including Women in Public Finance, the Minnesota Chapter of Women in Public Finance, the Debt Committee for the GFOA and the Debt Management Advisory Council for the University of Minnesota.

Bio: Arcelia Detert joined PFM’s Minneapolis office in 2001 and serves as Senior Managing Consultant. Ms. Detert provides a wide variety of analytical and quantitative support for our clients and client managers by offering services such as structuring of bonds, preparing and maintaining disclosure documentation, preparing terms and conditions of sale, and assisting in creating models for quantitative analysis. Arcelia has also provided assistance on various types of bonds and notes including general obligation, lease revenue, sewer revenue, water revenue, aid anticipation notes, alternative facilities and refundings. Her general technical and quantitative experience includes developing debt profiles that incorporate statistical data for all outstanding debt of issuers. Ms. Detert graduated from the University of Minnesota receiving a B.A. in International Relations with an emphasis on Economic Development and a minor in Economics.

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MARSS: What's New for FY18
Marilynn Loehr, State MARSS Coordinator – MDE
Kelly Wosika, School Finance – MDE

This session will cover new and emerging issues in MARSS reporting for fiscal year 2018.

Bio: Marilyn has worked in the public sector for over 30 years all in the education. Of those years she have been at MDE for over 13 years as the State MARSS Coordinator. Marilyn was at Intermediate district #287 for 12 + years. She did take a 7 year break from MDE to explore a new adventure, which was in the MARSS area as a region coordinator. She am very happy to be back at MDE.

Bio: Kelly Wosika - Minnesota Department of Education (MDE) - School Finance Division - Student Accounting Specialist - Kelly Wosika has been a State of Minnesota employee for 21 years and with MDE for 15. 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. Derrick Agate - Hopkins School Public School District - Transportation Supervisor and Minnesota Association of Pupil Transportation (MAPT) - President

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Negotiating Unrequested Leave of Absence Language
Bill Kautt, Associate Director of Management Services – MSBA

This presentation will focus on negotiating unrequested leave of absence (ULA) language as required in the changes made to M.S. 122A.40 and M.S. 122A.41 in the last legislative session. Included will be sample model language from MSBA and several suggestions on how to include items other than strict seniority when making decisions to place teachers on ULA.

Bio: Bill joined the Minnesota School Boards Association staff in July of 2007 after serving 35 years as a counselor and teacher with the St. Peter Public Schools. Bill serves as an Associate Director of Management Services for MSBA, analyzing Master Agreements, facilitating strategic planning, and responding to members’ phone inquiries.

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LTFM / DHS (Repeat Session)
Sarah Miller, Education Finance Specialist – MDE
Anna Schliep, Engineer – Minnesota Department of Health

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

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

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Trends in School Food Service
Melanie Wirth, Corporate Dietitian – Taher, Inc.

This session will provide an update on what's new in School Food Service, looking at current trends, obstacles, and gains that affect school districts. Prepared by a Registered and Licensed Dietitian Nutritionist and a Minnesota mom, this session will also share changes with the USDA and Healthy Hunger-Free Kids Act, how regulations affect programs, monitoring and compliance considerations, and public health statistics.

Bio: Melanie Wirth is passionate about nutrition, health, and wellness, with over 15 years experience in school food service. She finds joy in collaborating with teams to exceed performance goals and enhance nutrition programs. She lives an active yet balanced lifestyle and enjoys spending time outdoors with family and friends.

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Insurance Limits and Deductibles – What’s In Your Policies?
Kerry Leider, Client Account Manager – Marsh & McLellan Agency
John Siffert, Client Account Manager – Marsh & McLellan Agency

This presentation will provide school business professionals with perspectives and considerations relating to the types of insurance recommended for school districts. Included will be discussion about appropriateness of insured values, limits and deductibles. Insurance carriers typically develop a standard package of policies and limits designed to address most of the risks inherent to the business of schools. What is right for your district?

Bio: Before joining Marsh & McLellan Agency, Kerry served for 23 years as the Property and Risk Manager for Duluth Public School District.

Bio: John came to Marsh & McLennan Agency after 30 years as the Director of Business Affairs for Buffalo Public Schools.

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MARSS: What's New for FY18 (Repeat Session)
Marilynn Loehr, State MARSS Coordinator – MDE
Kelly Wosika, School Finance – MDE

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