When: Thursday October 23, 2008

Where: EARLE BROWN HERITAGE CENTER

Registration Fees:

Workshop 10/23/08	Members: $100	Non-Members: $130	Retirees & Life Members: $50
Meeting 10/24/08	Members: $75	Non-Members: $105	Retirees & Life Members: $35
Workshop & Meeting	Members: $ 150	Non-Members: $210	Retirees & Life Members: $60

NOTE:  Registrations received after October 15 - ADD $15.00

ROOM RESERVATIONS:
Crowne Plaza Minneapolis North, 2200 Freeway Boulevard, Minneapolis.
Reservations: 1-800-481-3556 or 763-566-8000.
Directions to hotel available @ www.minneapolisnorthhotel.com .
Rates:  $99 single or double if reserved by Wednesday, October 1, 2008.
Ask for MAB Room Block.

Workshop Agenda

  ( Download PDF )

Time	Session
8:30 – 9:00 a.m.	Registration & Continental Breakfast Garden City Ballroom
9:00 – 9:05 a.m.	Welcome & Introductions	Jeff Solomon Director of Finance Rosemount Apple Valley Eagan School District
9:05 – 9:45 a.m.	Legal Requirements of Banking & Investments Internal Controls Audits	Neil Falken, and Tom Danielson, Principals, LarsonAllen LLP
9:45 – 10:30 a.m.	Investments What is permissible? Pros & Cons Investment strategies, risks, rewards	Kent Johnson, Senior Vice President, PMA Financial Network
10:30 – 10:45 a.m.	Break
10:45 a.m. – 11:30 a.m.	Investments – Continued Developing an investment policy, including a separate policy for OPEB. Investment strategies, risks, rewards.	Donn Hanson, Senior Managing Consultant, PFM Asset Management
11:30 a.m. – 12:15 p.m.	Investments in Times of Economic Uncertainty	Charlie Langhoff, Senior Vice President & Director, Springsted Investment Advisors
12:15 – 1:00 p.m.	Lunch
1:00 – 2:00 p.m.	Banking Banking Services Cost for Services Local Community Bank vs Larger Corporate Bank How can we tell if a bank is financially sound? Collateral Requirements	Kevin Herbert, Vice President, US Bank
2:00 – 2:15 p.m.	Break
2:15 – 3:00 p.m.	Creating an RFP for Banking Services Preparation Analyzing Responses to the RFP	Beth Sullivan, MIS/Budgeting Supervisor Rosemount Apple Valley Eagan
3:00 – 3:30 p.m.	Miscellaneous Reporting Investments to the School Board Borrowing for Cash Flow Federal Arbitrage Rules	Kathleen Aho, President, Springsted, Incorporated
3:30 – 4:00 p.m.	Q & A A panel of experts comprised of today’s speakers will answer your questions.
4:00 – 5:30 p.m.	MSDLAF+ User’s Group Meeting	User Group Members

Meeting Agenda

( Download PDF )

Time	Session
8:00 – 9:00 a.m.	Resource Committee Meetings Room locations available at the registration desk on the meeting day.	Resource Committee Chairs
8:00 – 9:00 a.m.	Registration – Carriage Hall A
General Session
9:05 – 9:10a.m.	- Welcome & Introductions	Donna Luhring, MASBO President
9:10 – 9:15 a.m.	- SBOSF Scholarship Awards	SBOSF Scholarship Committee
9:15 – 9:25 a.m.	- State of MASBO	Sue Crockett, Executive Director
9:25 – 9:40 a.m.	Certification – Leadership Academy Survey	Tina Burkholder, Chair, C&E Committee
9:40 – 10:00 a.m.	MASBO Platform Legislative Update	Barb Anderson, Legislative Committee Chair Valerie Dosland, Ewald Consulting
10:00 – 10:45 a.m.	Strategic Direction of MASBO	Donna Luhring, MASBO President
10:45 – 11:00 a.m.	Break
Educational Sessions
11:00 – 12:00 noon	Maximizing Cost Savings with a Strategic P-Card Program This session is for organizations that do not currently have a Purchasing Card Program in place.  The session will cover the benefits of using a Purchasing Card as well as how to streamline the payment and reconciliation process.	Marian Blais, Harris Bank
	Truth-In-Taxation – What you need to know about TNT Legal requirements, timelines, exceptions, tax impact examples.  Presenting your budget information.  This is an opportunity for the district to demonstrate its business thoroughness, finance acumen and receptivity to resident questions, suggestions, concerns or comments.	Dr. Carter Christie, DeeDee Kahring, Springsted, Inc.
	Intro & Overview of Legislative Audit on Transportation	Kelly Wosika, MDE
	Best Practices for Transportation	Keith Paulson, Transportation Director, ISD #11
	Model Contract for Transportation	John Thomas, Transportation Director, Chaska Public Schools
	Biometrics:  The Next Step in Wellness & Consumer Driven Healthcare – Are you ready for the future? Biometric-results driven plans, the latest innovation in group health plan design, are about to explode in to the marketplace.	David Flotten, JD, SPHR HR Consultant, Employee Benefits Insurance, HR Solutions
12:00 – 1:00 p.m.	Lunch – Carriage Hall A
Educational Sessions
1:00 – 2:00 p.m.	Purchasing Card Best Practices This session looks at the best practices being utilized by schools to optimize the card program’s effectiveness and increase supplier acceptance.	Marian Blais, Harris Bank
	Tuition Billing Things to check for when reviewing your reports.  How to use the reports to assure that the district is generating all the revenue it should.  Districts need to know how to review the summary reports and make judgments regarding the quality of data.  Tuition Billing is the 3-C’s of a district – Communication, Cooperation & Coordination.	George Holt, MDE
	Strategies for Funding Your OPEB Liabilities New legislation approved this year gives school districts the authority to establish trusts and issue bonds to fund their liabilities for other postemployment benefits (OPEB).  This new legislation, coupled with the required implementation of GASB 45, has created a great deal of interest among school districts.  Ehlers will explain the implications of the new legislation, the steps involved in creating an OPEB funding plan and the experiences we have had in helping our clients set up trusts, issue bonds and develop funding plans.	Joel Sutter and Tom Berge, Ehlers & Associates
	Food Service Fund Financial Topics Explore the tools and resources available to improve Food Service fiscal and operational performance.  Discuss Federal and State laws and regulations pertaining to the Food Service Program.  Review current topics under discussion by USDA for 2009 reauthorization	Greg Hein, Food & Nutrition Division, MDE
2:00 – 2:15 p.m.	Break
Educational Sessions
2:15 – 3:15 p.m.	Credit Cards & Internal Controls This session will focus on the use of internal controls to prevent and detect fraud.  Specific attention will be given to the use of school district credit cards.  Actual cases will be used to demonstrate the need for comprehensive credit card policies.	Nancy Bode – Office of the State Auditor
	“The New Paradigm: Energy Efficiency and Sustainability, not just Buzzwords Anymore” Learn how you can reduce your school district’s energy use and create sustainability in your facilities.	Doug Karnuth, Certified Energy Manager, Schools for Energy Efficiency
	Criminal Background Checks How accurate is the information you are getting, who you should check and how you may protect your district from litigation.	Stefan Salmonson, PROtective Services, Inc.
	When I retire, how long will my money last? Outliving your savings is a real (and legitimate) worry in retirement.  What can you do about it?	Justin Dorsey, Advanced Capital Group

Sorry. Online Registrations are Closed

Sorry. Online Registrations are Closed

Sorry. Online Registrations are Closed

Last Modified: 2008-12-04