2018 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, October 24 (Certification Courses)

12:30-1:00pm

Registration

1:30-4:30pm

General Education Funding II
Jim Westrum – Wayzata Schools; Jill Schwint – Wayzata Schools

4:30-5:00pm

Registration / Dinner

5:00-8:00pm

Budgeting II – Part 1
Margo Bauck – Edina Schools; Patricia Magnuson – Osseo Area Schools

Printed copies of certification presentations will be provided.

Thursday, October 25 (Fall Conference)

7:30-8:30am

Registration and Continental Breakfast

8:30-9:20am

Welcome and MASBO Updates

9:20-10:30am

General Session
Measuring & Improving Climate & Employee Engagement in Schools & Districts
Download presentation slides (PDF)
Download handout 1
Download handout 2
Download handout 3
Download handout 4
Download handout 5
Download handout 6
Download handout 7
Download handout 8
Download handout 9
Download handout 10
Bruce Miles, Trainer – Big River Group

10:30-10:45am

Break

10:45-11:35am

Breakout Sessions

School District Success: Facilities Case Studies
Download handout (PDF)
Greg Crowe, Senior Municipal Advisor – Ehlers; Shelby McQuay, Municipal Advisor – Ehlers

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

Employee Accident Investigation – Why New Case Law Makes Them Important
Download handout (PDF)
Brian Plautz, Risk Management Solutions Manager – Associated Benefits and Risk Consulting; Mary Wells, Account Executive – Associated Benefits and Risk Consulting

Investing 101
Download handout (PDF)
Brian Johnson, Senior Managing Consultant – PFM Asset Management LLC; Carole Loehr, Senior Managing Consultant – PFM Asset Management LLC; Andi Johnson – Sauk Rapids-Rice Public Schools

11:35am-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Equitable and Competitive Pay
Download handout (PDF)
Mike Verdoorn, Senior Consultant - Higher Education & Public Sector Practice/Compensation Consulting – Gallagher Benefit Services, Inc.

Best Practices in Investment Policy Development / CPE
Download handout (PDF)
Brian Johnson, Senior Managing Consultant – PFM Asset Management LLC; Carole Loehr, Senior Managing Consultant – PFM Asset Management LLC; Andi Johnson – Sauk Rapids-Rice Public Schools

Energizing Schools with Solar Energy: Exploring the State of Rooftop Solar with Case Study from Eden Prairie School District
View the presentation (Prezi)
Braden Solum, VP Business Development – iDEAL Energies; Jason Mutzenberger, Executive Director of Business Services – Eden Prairie Schools

Special Ed Funding Overview
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – MDE

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

School Safety: Lockdown with Options – Hide, Run, Counter
Download handout (PDF)
David Brecht, Student Services Administrator – Eastern Carver County Schools

Special Ed Funding Overview (Repeat Session)
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – MDE

Case Law Update
Download handout (PDF)
Kevin Rupp, Attorney – Rupp, Anderson, Squires & Waldspurger, P.A.

Understanding Rating Criteria and Preparing for the Rating Call / CPE
Download handout (PDF)
Arcelia Detert, Senior Managing Consultant – PFM Financial Advisors LLC; Chuck Upcraft – PFM Financial Advisors LLC

2:20-2:30pm

Break

2:30-3:20pm

Breakout Sessions

School Safety: Lockdown with Options – Hide, Run, Counter (Repeat Session)
Download handout (PDF)
David Brecht, Student Services Administrator – Eastern Carver County Schools

Truth and Taxation 101 / CPE
Download handout (PDF)
Steve Pumper, Vice President – PMA Financial Network

Students Experiencing Homelessness: Reporting and Guidance
Download handout (PDF)
Kelly Wosika, Student Accounting – MDE; Kelly Garvey, Student Transportation Specialist – MDE; Roberto Reyes, Homeless Education Coordinator – MDE; Eric Grumdahl, Director of Special Projects for Minnesota Office to Prevent and End Homelessness – MDE

Getting Online with Electronic Payment Requirements and Other Compliance Issues
Download handout (PDF)
Dave Kenney, Assistant Legal Counsel – Office of the State Auditor

3:15-4:30pm

MASBO Past and Present Reception
Immediately following the last session on Thursday, you are invited to join us and connect with other current and past school business professional before you head home or to dinner on your own. Light appetizers will be served, and a cash bar will be available.

Friday, October 26 (Fall Conference)

7:30-9:00am

Registration and Continental Breakfast

8:00-9:00am

Resource Committee Meetings

9:00-9:20am

Welcome and MASBO Updates

9:20-10:45am

Keynote
The Case for Diversity, Equity & Inclusion

Download presentation slides (PDF)
Andre Koen

10:45-11:00am

Break

11:00-11:50am

Breakout Sessions

Leaning into Diversity, Equity & Inclusion
Download handout (PDF)
View video (YouTube)
Andre Koen

Working Together to Shape the Future
Download handout (PDF)
Jenny Moore, Career Navigator – White Bear Lake Area Schools; Michael McGarthwaite, Work Based Learning Coordinator – White Bear Lake Area Schools

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

Pay Equity Reporting
Download handout (PDF)
Julie Urell, AVP/Consultant – Springsted

Public Bidding 101 / CPE
Download handout (PDF)
Jim Strommen, Attorney – Kennedy & Graven, Chartered

11:50am-12:40pm

Lunch

12:40-1:30pm

Breakout Sessions

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

New Budget Tool for Early Childhood Programs
Download handout (PDF)
Mike Brown, Education Specialist – MDE; Amanda Varley, Early Childhood Collaboration Specialist – MDE; Carol Maliszewski, Early Childhood Special Education Specialist– MDE

Managing Poor Performance – Tips for Addressing the Struggling Employee / CPE
Download handout (PDF)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, P.A.

Know Your "WHY" – How Knowing Our "WHY" Energized Our LTFM Plan
Download handout (PDF)
Ellie Hill, Business Manager – ISD 002, Hill City Schools; Pat Rendle, Superintendent/Principal – ISD 002, Hill City Schools; Eric Hill, Buildings & Grounds Director – ISD 002, Hill City Schools

Reveal the WHY of Your Talent
Download handout (PDF)
Janey Gohl – HR Techies

1:30-1:40pm

Break

1:40-2:30pm

Breakout Sessions

Play It Safe – Avoiding the High Cost of Employee Participation Injury
Download handout (PDF)
Lori Berdahl, Ergonomics & Loss Control Specialist – RAS, Risk Administration Services; Kerry Leider, Retired School Property and Risk Manager

Long-Term Facilities Maintenance Review – Guidelines, Projects and Legislation
Download handout (PDF)
Sarah C. Miller, Education Finance Specialist II – MDE

Effect of Janus Case on Collective Bargaining / CPE
Download handout (PDF)
Jim Martin, Senior Attorney – Booth Law Group

Block Grants: Putting School Meals on the Chopping Block
Download handout (PDF)
Noah Atlas, Director, Child Nutrition Programs – Anoka Hennepin Public Schools

2:30pm

Program Concludes

Thank you, Keynote Sponsor!

Educators Benefit Consultants, LLC Supports MASBO!

Thank you, Wi-Fi Sponsor!

EFS Advisors Supports MASBO!

Certification Courses (Wednesday)

General Education Funding II
Jim Westrum – Wayzata Schools; Jill Schwint – Wayzata Schools

This course will explain the general ed components, including what they are, and what types of expenditures to code to each. The session also covers how state aids are related to the different systems.

Budgeting II – Part 1
Margo Bauck – Edina Schools; Patricia Magnuson – Osseo Area Schools

This session provides an overview of the cycles and timelines of budgeting for schools, and includes discussions of budget procedures and assumptions, including strategic planning and contract/bargaining. Issues associated with budget reductions, including community involvement and staff reductions, will also be covered.


Thursday

Measuring & Improving Climate & Employee Engagement in Schools & Districts
Bruce Miles, Trainer – Big River Group

This session will deliver examples of tools to measure climate & employee engagement in school districts. Case studies will be presented from school districts that worked through assessments & improvements; including employees, administration & boards. Samples of all tools will be handed out to participants.

Bio: Dr. Bruce Miles is the owner of the Big River Group. For the past 34 years, he has been a national-level facilitator, presenter and trainer in the areas of strategic planning, school improvement, organizational conflict, & difficult employees. He works with more than 120 organizations & 8,000 people each year across the United States.

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

School District Success: Facilities Case Studies
Greg Crowe, Senior Municipal Advisor – Ehlers; Shelby McQuay, Municipal Advisor – Ehlers

School districts have many different “tools” or options available to them for meeting their financial and capital needs. Greg and Shelby will present several case studies of districts that highlight creativity and success in combining tools to solve their unique financial and political challenges.

Bio: Greg joined Ehlers as a Municipal Advisor in 2012. Prior to joining Ehlers, Greg worked for 19 years as a Fiscal Analyst at the Minnesota House of Representatives, also serving two of those years as co-controller of House operations. For most of that time he specialized in education finance, including working on the original statutory language for much of the education finance system in Minnesota.

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

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UFARS – Hot Topics
Deb Meier, School Finance – MDE

UFARS Hot Topics will include the following:

  • FY 2018 UFARS Data Submissions and Related Memos
  • FY 2018 UFARS Turnaround Reports – Review
  • FY 2019 UFARS Codes Updates
  • GASB Statement Updates

Bio: Deb graduated Magna Cum Laude from Augsburg College with a B.A. in Business Administration with a concentration in accounting and finance. She worked 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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Employee Accident Investigation – Why New Case Law Makes Them Important
Brian Plautz, Risk Management Solutions Manager – Associated Benefits and Risk Consulting; Mary Wells, Account Executive – Associated Benefits and Risk Consulting

Dealing with employee accidents and workers compensation can be very difficult at times. Let us show you the best practices of working through what is needed with easy instructions on the areas you should document and focus on. We will also cover new Minnesota case law that makes this important and what you should be gathering for details.

Bio: With 20+ years’ experience in claims investigation and loss mitigation, Brian has spent most of his career in the commercial insurance industry, rooting out workers compensation fraud, and working with clients to develop loss control and prevention solutions.

Bio: Mary has over 25 years of risk management leadership and experience from the perspective of the insurance company, employer, and agency sides. A well-known expert in risk management and workers compensation, Mary works with employers in their efforts to control the cost of risk by identifying, preventing, and mitigating risk and developing effective claim management and cost containment programs.

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Investing 101
Brian Johnson, Senior Managing Consultant – PFM Asset Management LLC; Carole Loehr, Senior Managing Consultant – PFM Asset Management LLC; Andi Johnson – Sauk Rapids-Rice Public Schools

This session will provide the fundamental concepts, tools and strategies necessary to manage and oversee a school district’s investments. Some key concepts that this session will focus on will be understanding permitted investments, establishing important policy objectives and effectively managing a district’s cash flow.

Bio: Brian Johnson works for PFM’s Asset Management practice as a Senior Managing Consultant in the Minneapolis office. Brian advises clients in matters of investment pools, fixed-rate investments, bond proceeds investment and cash flow management needs. Brian graduated from the University of Minnesota and holds FINRA Series 7 and 63 licenses.

Bio: Carole Loehr works for PFM’s Asset Management practice as a Senior Managing Consultant in the Minneapolis office. In her role, Carole assists clients with cash management needs, LGIPs, fixed-rate investments, bond proceeds investments and separate account management. Carole graduated from The College of St. Benedict and holds FINRA Series 7 and 63 licenses.

Bio: Andi Johnson is the Director of Business Services for Sauk Rapids-Rice Public Schools. Prior to joining Sauk Rapids-Rice Public Schools, she started her career as a school district auditor before spending 8 years at Faribault Public Schools, first as the Controller and later as the Director of Finance and Operations.

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

Equitable and Competitive Pay
Mike Verdoorn, Principal Consultant – Gallagher Benefit Services, Inc.

Compensation is about half of an institution's budget, but are you confident that the pay structure is competitive and equitable? We will walk through the process of a salary survey study, and then how to use the data to establish a valid and defensible salary structure.

Bio: Mike Verdoorn is a Principal Consultant with the Gallagher Human Resources & Compensation Consulting practice, and has been with the firm for the past 10 years. He is responsible for providing consulting services to clients in all aspects of compensation systems. He works with non-profit, higher education and public sector organizations all across the United States. Mr. Verdoorn has led over 100 similar projects addressing the compensation issues in complex organizations. He has extensive knowledge in the structures and compensation issues confronting non-profit organizations, such as the competitive nature with private sector, the job design that includes multiple functions, the variety of operations and site differences that impact scope and level of positions, and the funding capability of different sites or functions of the organization. Mr. Verdoorn has a Bachelor of Arts Degree in History from the University of Minnesota and a Master’s Degree in Human Resources and Industrial Relations (MA-HRIR) from the University of Minnesota. Prior to joining the firm, he was a compensation analyst at Imation and at the University of Minnesota. Mr. Verdoorn is a member of WorldatWork and has earned his CCP certification. He is also a Certified Professional from the International Public Management Association for Human Resources

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Best Practices in Investment Policy Development / CPE
Brian Johnson, Senior Managing Consultant – PFM Asset Management LLC; Carole Loehr, Senior Managing Consultant – PFM Asset Management LLC; Andi Johnson – Sauk Rapids-Rice Public Schools

A thoughtful, up-to-date investment policy can be a very important tool for your school district. This session will take a deep dive into the components and structure of the investment policy, and strategies for implementing the policy after it has been created or revised.

Bio: Brian Johnson works for PFM’s Asset Management practice as a Senior Managing Consultant in the Minneapolis office. Brian advises clients in matters of investment pools, fixed-rate investments, bond proceeds investment and cash flow management needs. Brian graduated from the University of Minnesota and holds FINRA Series 7 and 63 licenses.

Bio: Carole Loehr works for PFM’s Asset Management practice as a Senior Managing Consultant in the Minneapolis office. In her role, Carole assists clients with cash management needs, LGIPs, fixed-rate investments, bond proceeds investments and separate account management. Carole graduated from The College of St. Benedict and holds FINRA Series 7 and 63 licenses.

Bio: Andi Johnson is the Director of Business Services for Sauk Rapids-Rice Public Schools. Prior to joining Sauk Rapids-Rice Public Schools, she started her career as a school district auditor before spending 8 years at Faribault Public Schools, first as the Controller and later as the Director of Finance and Operations.

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Energizing Schools with Solar Energy: Exploring the State of Rooftop Solar with Case Study from Eden Prairie School District
Braden Solum, VP Business Development – iDEAL Energies; Jason Mutzenberger, Executive Director of Business Services – Eden Prairie Schools

Jason Mutzenberger from Eden Prairie School District and Braden Solum of iDEAL Energies will cover the current state of the rooftop solar energy market in MN. We will review Eden Prairie’s experience developing solar arrays across their district and the incentive program utilized. We will also cover a new opportunity for larger scale onsite solar projects available through Xcel Energy.

Bio: Braden is the VP of Business Development at iDEAL Energies who works on identifying new business opportunities and financial models in the Minnesota commercial solar market. He manages iDEAL’s marketing strategy and material development. He also represents iDEAL at the Capitol working to influence state policy for the solar industry in Minnesota. He focuses on building partnerships with local businesses, school districts, and government entities.

Bio: Mr. Mutzenberger is Executive Director of Business Services in Eden Prairie School District. He is a former member of the board of directors for MASBO and a member of the board of directors for MN Trust. He holds a Bachelor of Accountancy degree from North Dakota State University, an SFO from ASBO International and has completed the MASBO Certification and Leadership Academy programs.

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Special Ed Funding Overview
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – 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 forecasting future state aid. The presentation will focus on reports posted on the Minnesota Department of Education (MDE) website under the Minnesota Funding Reports (MFR).

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 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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

School Safety: Lockdown with Options – Hide, Run, Counter
David Brecht, Student Services Administrator – Eastern Carver County Schools

All school districts and charter schools must adopt a crisis management policy that includes at least five school lock-down drills. Historically, these drills have been lock-down and shelter in place. Recently, districts have started adopting lockdown practices with more choices. This presentation will share background, process, and resources from one district’s transition to lockdown with options: Hide, Run, Counter.

Bio: David Brecht has served as high school counselor, assistant principal, and principal. He is trained in FEMA National Incident Management System and in National Association of School Psychologists PREPaRE curriculum. David currently serves as Students Services Administration in Eastern Carver County Schools and helps lead the District Emergency Management Team.

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Special Ed Funding Overview (Repeat Session)
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – 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 forecasting future state aid. The presentation will focus on reports posted on the Minnesota Department of Education (MDE) website under the Minnesota Funding Reports (MFR).

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 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Case Law Update
Kevin Rupp, Attorney – Rupp, Anderson, Squires & Waldspurger, P.A.

This session will provide a review of recent case law including those affecting students, employees, and governance; and impacting both the day-to-day and big picture operations of a school district.

Bio: Kevin J. Rupp is a shareholder of Rupp, Anderson, Squires & Waldspurger, P.A. Before founding RASW, for 25 years Kevin was an associate attorney and shareholder at Ratwik, Roszak & Maloney, P.A. Kevin has extensive experience in labor and employment law, representing employers as lead negotiator and consultant on collective bargaining matters, employee discipline, teacher tenure, layoffs, employment investigations, harassment and discrimination, constitutional rights, FMLA, veterans' preference, and unemployment compensation issues. He has represented school districts as general counsel in all legal areas encountered by school districts, including issues involving school board powers and authority, open meeting law, school consolidations, elections, student rights and discipline, and other related matters. Kevin received his B.A. degree, magna cum laude, from St. Cloud State University and his J.D. degree, cum laude, from the University of Minnesota Law School.

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Understanding Rating Criteria and Preparing for the Rating Call / CPE
Arcelia Detert, Senior Managing Consultant – PFM Financial Advisors LLC; Chuck Upcraft – PFM Financial Advisors LLC

Explain the rating criteria and methodology used by Moody's and S&P, understand the main differences and provide guidance on how to approach and prepare for the rating call.

Bio: Arcelia Detert is a Senior Managing Consultant in the PFM’s Minneapolis office who during her career has assisted project managers and schools district clients in the State of Minnesota and North Dakota with multiple financing strategies. Her experience also includes assisting in the competitive and negotiated transactions for the University of Minnesota. Ms. Detert currently serves as project manager or co-manager for clients in the State of Minnesota including school districts, counties and cities of all size and complexity. 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. She is a registered Municipal Advisor Representative (Series 50).

Bio: Chuck Upcraft is a Senior Managing Consultant in the PFM’s Minneapolis office. As a public finance generalist, he has assisted governmental entities at the local and state level in a number of areas including financial planning, managing and executing municipal bond transactions and compliance matters. He also has special expertise in matters relating to disclosure and postsale regulatory compliance. Mr. Upcraft is a graduate of the College of Liberal Arts and the Law School of the University of Minnesota. He has also passed the CPA examination and worked on the staff of a large regional accounting firm. He is a registered Municipal Advisor Representative (Series 50).

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

School Safety: Lockdown with Options – Hide, Run, Counter (Repeat Session)
David Brecht, Student Services Administrator – Eastern Carver County Schools

All school districts and charter schools must adopt a crisis management policy that includes at least five school lock-down drills. Historically, these drills have been lock-down and shelter in place. Recently, districts have started adopting lockdown practices with more choices. This presentation will share background, process, and resources from one district’s transition to lockdown with options: Hide, Run, Counter.

Bio: David Brecht has served as high school counselor, assistant principal, and principal. He is trained in FEMA National Incident Management System and in National Association of School Psychologists PREPaRE curriculum. David currently serves as Students Services Administration in Eastern Carver County Schools and helps lead the District Emergency Management Team.

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Truth and Taxation 101 / CPE
Steve Pumper, Vice President – PMA Financial Network

Minnesota Public School Districts are required to discuss certain elements and allow the public to speak at a meeting prior to certifying their final levy. In this session, learn what the requirements are, see a sample presentation, and see how a savvy business official can take advantage of this opportunity to communicate specific messages to the general public.

Bio: Steve Pumper joined PMA Financial Network in July of 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.

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Students Experiencing Homelessness: Reporting and Guidance
Kelly Wosika, Student Accounting – MDE; Kelly Garvey, Student Transportation Specialist – MDE; Roberto Reyes, Homeless Education Coordinator – MDE; Eric Grumdahl, Director of Special Projects for Minnesota Office to Prevent and End Homelessness – MDE

This session is designed to help MARSS coordinators, transportation directors, business managers and homeless liaisons to better understand the state reporting requirements of students experiencing homelessness. The session will also cover how to identify students as homeless, communication strategies between departments and transportation obligations and funding. The session will also cover current initiatives aimed at ending student homelessness.

Bio: Kelly Wosika has been a State of Minnesota employee for 24 years and with MDE for 17. As the student accounting specialist, she assists with maintenance of the student accounting system to ensure that student data is accurate and available for a variety of uses, such as aid entitlement and levies.

Bio: Kelly Garvey is with the Minnesota Department of Education, School Finance Division Student Transportation. She is responsible to administer the pupil transportation program by providing consultation on the aspects of the transportation program. In addition, Kelly develops procedures and forms for reporting of data required of the different types of transportation. She also writes newsletters, memorandums, and handbooks to increase understanding and awareness of the program.

Bio: As the State Coordinator for Homeless Education, Mr. Reyes provides technical assistance, in coordination with local liaisons, to all LEAs in order to ensure compliance with the following LEA requirements: school choice/placement, best interest determination, enrollment disputes, records, comparable services, coordination, local liaison duties, review and revision of policies, and the prohibition on segregation under the McKinney-Vento Act. The goals being: Improvement of educational services for children and youth who are neglected, delinquent, or at-risk so they have the opportunity to meet academic content and achievement standards; providing children and youth with services to successfully transition from residential placement to further schooling or employment; and prevent at-risk youth from dropping out of school, and provide dropouts and children and youth returning from correctional facilities with a support system to ensure their continued education. Mr. Reyes received his Bachelors of Applied Science at in Workforce Education Development at University of Southern Illinois, IL and his Master’s Degree(s) in Counseling and Workforce Education and Development at Mercy College, NY. He has extensive experience working with vulnerable/homeless children for non-profit, county and state organizations.


Getting Online with Electronic Payment Requirements and Other Compliance Issues
Dave Kenney, Assistant Legal Counsel – Office of the State Auditor

This presentation will focus on legal compliance issues related to electronic fund transfer as well as other recent compliance issues of interest to school districts.

Bio: David Kenney is Assistant Legal Counsel, Office of the State Auditor. Dave has been with the office since 1984; he has served on the Legal Compliance Audit Task Force and has represented the Auditor on the Records Disposition Panel. He is a frequent presenter on legal compliance audit issues for the MNCPA Society and other groups. He is a graduate of William Mitchell College of Law and Saint John's University.

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Friday

Keynote: The Case for Diversity, Equity & Inclusion
Andre Koen

This session will discuss the current environment and methods of creating school climates that insure quality access for all students. Every day there are financial, human resource, operational and purchasing decisions made in schools that impact the achievement and opportunity gap. Looking at our commonalities and differences, and the role of culture, gives us the perspective to close this gap.

Bio: Andre Koen integrates his abilities as an improvisational comedian, large group facilitator, keynote speaker, and classroom teacher to captivate and educate his audience. He has served as the EEO/Affirmative Action Diversity Coordinator for Anoka County, Minnesota, where he educated the community on State and Federal laws, statutes, rules, codes and regulations governing employment and human rights functions, including U.S. Equal Employment Opportunity Commission (EEOC) rules, Americans with Disability Act (ADA), and Age Discrimination in Employment Act of 1967 (ADEA). Prior to his work in Anoka County, Andre was the Academic Dean at National American University, where he inspired mid-career adults to live their dreams and reach their full potential. Andre believes that people possess the ability to empower themselves, and this belief is made manifest by his unique style of teaching.


Breakout Sessions (Friday, 11:00-11:50am)

Leaning into Diversity, Equity & Inclusion
Andre Koen

This session will explore in great detail what we as leaders can do to advance diversity, inclusion and equity in our circles of influence.

Bio: Andre Koen integrates his abilities as an improvisational comedian, large group facilitator, keynote speaker, and classroom teacher to captivate and educate his audience. He has served as the EEO/Affirmative Action Diversity Coordinator for Anoka County, Minnesota, where he educated the community on State and Federal laws, statutes, rules, codes and regulations governing employment and human rights functions, including U.S. Equal Employment Opportunity Commission (EEOC) rules, Americans with Disability Act (ADA), and Age Discrimination in Employment Act of 1967 (ADEA). Prior to his work in Anoka County, Andre was the Academic Dean at National American University, where he inspired mid-career adults to live their dreams and reach their full potential. Andre believes that people possess the ability to empower themselves, and this belief is made manifest by his unique style of teaching.

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Working Together to Shape the Future
Jenny Moore, Career Navigator – White Bear Lake Area Schools; Michael McGarthwaite, Work Based Learning Coordinator – White Bear Lake Area Schools

You will learn how the White Bear Lake Area Schools Career Pathways and Work Based Learning Programs identify opportunities for collaboration in order to maximize student participation and engagement in career development activities while working closely with business leaders in the community to address a rapidly changing job market. Leave with fresh ideas about how to implement a similar program.

Bio: Jenny Moore is the Career Navigator for the Career Pathways Program in the White Bear Lake Area School District. Jenny has worked in education her whole life, and has a passion for helping students explore the range of college and career possibilities that await after graduation.

Bio: Michael McGarthwaite is the Work Based Learning Coordinator at White Bear Lake Area High School. As a Work Coordinator, he assists students receiving special education services in developing job skills, gaining work experience in the community, exploring careers, and seeking competitive employment.

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Special Education Update
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – MDE

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, the Special Education Data Reporting Application (SEDRA) along with other odds and ends.

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 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Pay Equity Reporting
Julie Urell, AVP/Consultant – Springsted

Pay Equity, or “comparable worth” is comparable pay for work of comparable skill, effort, responsibility and working conditions. Minnesota law requires that local government employers report job class evaluation scoring, wage rates and associated gender composition every three years to reveal if gender-based pay inequities exist. This session offers school district HR and administrative professionals a general overview of Minnesota pay equity requirements, as well as a demonstration of how pay equity information is submitted through the state’s online system.

Bio: As AVP and Consultant with the Human Capital Advisors Group, Julie Urell provides project leadership, oversight and consultancy in a number of service areas including compliance and policy, organizational management and compensation and classification plans. Prior to joining Springsted, Ms. Urell directed human resources service delivery and diversity compliance for a 6,000 unit affordable housing provider, and has provided compliance and policy consulting services in the global corporate sector.

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Public Bidding 101 / CPE
Jim Strommen, Attorney – Kennedy & Graven, Chartered

General overview of public bidding law for school districts, including requirements, options for the use of “best value” and other qualitative evaluation of contractors.

Bio: Jim Strommen practices in the areas of public utilities, joint powers, right-of-way use, and public construction for cities and school districts. Jim is general counsel to the Suburban Rate Authority, a joint powers organization of 33 Twin City metropolitan area cities, which intervenes in electric, gas, and telecommunications matters before the Minnesota Public Utilities Commission. In his litigation practice, he represents cities and school districts in all phases of construction projects. Mr. Strommen has been a frequent presenter in his specialty areas for Minnesota city attorneys, school districts and public works organizations.

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Breakout Sessions (Friday, 12:40-1:30pm)

Special Education Update (Repeat Session)
Paul Ferrin, Special Education Funding and Data Supervisor - Division of School Finance – MDE

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, the Special Education Data Reporting Application (SEDRA) along with other odds and ends.

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 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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New Budget Tool for Early Childhood Programs
Mike Brown, Education Specialist – MDE; Amanda Varley, Early Childhood Collaboration Specialist – MDE; Carol Maliszewski, Early Childhood Special Education Specialist– MDE

Navigating the world of early childhood and building aligned, coherent programs has become increasingly complex. Utilizing a new budgeting tool developed at MDE, this session addresses the budgeting component of program design, including blending and braiding funds and meeting program requirements.

Bio: Michael Brown has worked for the Minnesota Department of Education as an Early Childhood Education Specialist since 2011. He works with the Early Childhood Family Education (ECFE) and School Readiness programs, and on early childhood administration, family engagement, and PreK to Grade 3 projects. Mike holds a doctorate in education from the University of Minnesota.

Bio: Amanda Varley works for the Minnesota Department of Education as an Early Childhood Collaboration Specialist. Amanda supports programs in the implementation of Early Learning Scholarships, Parent Aware, and worked to launch Voluntary Pre-kindergarten funding. Amanda holds degrees from the Humphrey School of Public Affairs at the University of Minnesota and Gustavus Adolphus College.

Bio: Carol Maliszewski works for the Minnesota Department of Education as an Early Childhood Special Education Specialist. Carol supports local districts in the implementation of the Early Childhood Common Course Catalog. Carol also supports the work of others in the Early Learning Services division through the collection and review of data submitted from local districts about child outcomes. She holds a degree in Early Childhood Special Education from Eastern Illinois University.

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Managing Poor Performance – Tips for Addressing the Struggling Employee / CPE
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, P.A.

Dealing with the employee whose performance is marginal or whose infractions are minor but continuous is difficult. This presentation will provide participants with a practical step by step guide to addressing less onerous but persistent employee issues such as the employee with the bad attitude; the low performing employee with attendance issues; and rumored employee misconduct.

Bio: Jennifer K. Earley is a shareholder at Ratwik, Roszak & Maloney, P.A. she has over two decades of experience representing school districts on day-to-day matters. She is legal counsel to many school districts across the State of Minnesota, handling a wide variety of school law issues ranging from student discipline to employee termination to labor relations. She is a frequent speaker and provides training to district administrators and staff on many issues including data privacy, the Open Meeting Law, bullying, harassment, discrimination, and employee discipline. Ms. Earley graduated from William Mitchell College of Law, where she was a published author in the William Mitchell Law Review. When she is not representing school districts, she is a proud hockey mom of two boys.

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Know Your "WHY" – How Knowing Our "WHY" Energized Our LTFM Plan
Ellie Hill, Business Manager – ISD 002, Hill City Schools; Pat Rendle, Superintendent/Principal – ISD 002, Hill City Schools; Eric Hill, Buildings & Grounds Director – ISD 002, Hill City Schools

When LTFM was passed in 2015 Hill City School took on the challenge by asking three things. What is Long Range Facility Planning? How do you plan for facilities long range? Lastly, WHY does it matter to us? Hill City school did LTFM planning by figuring out our WHY first. Knowing our WHY helped to energize our entire school district to re-imagine our educational direction in 21st Century Learning.

Bio: Ellie Hill has been the Business Manager for Hill City Schools since 2000 and in 2015 she became a shared Business Manager with neighboring Northland Community Schools. One of the things Ellie has enjoyed most during her career is learning the importance of knowing her "WHY" and applying it to her day to day work as well as to Educational Facility Improvement planning.

Bio: Pat has been an Administrator for 20 years. He is currently in his third year as Superintendent/Principal of Hill City Public Schools "The Gem of the North". Prior to Hill City he has served in many educational leadership roles. Pat has spent the last two years "reimagining" education and their school facility.

Bio: During his 20 years as Buildings and Grounds Director, Eric has managed numerous construction projects and facility upgrades. Facility maintenance and efficiency have always been a top priority for him. Eric feels the introduction of LTFM revenue became a valuable tool in preserving one of the communities biggest investments.

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Reveal the WHY of Your Talent
Janey Gohl – HR Techies

Engagement is all the buzz these days all around the globe. And rightly so. The more engagement, the greater productivity. Or is it the other way around? What compels us to do what we do? If we clearly knew that, wouldn’t it make a world of difference? In this session, Janey Gohl, will help attendees identify and highlight hidden motivators, and how this awareness can be coupled with what we already know about our behavioral styles to reveal and leverage our true talents. Note: This high level session is geared for current and past participants of the MASBO Leadership Academy, but is open to all conference attendees.

Bio: Janey Gohl focused her career in Human Resources, Organization Development and Change Management for more than 15 years. She developed this career atop a legal career as a business franchise attorney. Janey has worked in a variety of industries, and is currently the MASBO Leadership Academy Facilitator for the Fifth Cohort. Janey holds a Masters of Science in Organization Development from Pepperdine University and a J.D. from William Mitchell College of Law.

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Breakout Sessions (Friday, 1:40-2:30pm)

Play It Safe – Avoiding the High Cost of Employee Participation Injury
Lori Berdahl, Ergonomics & Loss Control Specialist – RAS, Risk Administration Services; Kerry Leider, Retired School Property and Risk Manager

This session will define a staff participation injury and why it is fast becoming a significant cost for schools, what can be done to stop the bleeding, and why it makes sense for districts implement controls. School officials will describe specific examples of a participation related injury that occurred within their district, along with the financial, staffing, and psychosocial costs associated. Attendees will: recognize various situations in which staff participation related injury may occur, understand the potential direct and indirect costs, and learn about best practices for preventing associated losses.

Bio: Lori is an occupational therapist who spent the first 15 years of her career guiding injured workers through their rehabilitation. She has been with RAS for the past 13 years focused on the prevention of work related injuries across many industries, but specializing in the unique needs of school districts.

Bio: Prior to retirement, Kerry worked with Marsh & McLennan Agency as a Risk Consultant; and worked 23 years as the Property & Risk Manager for the Duluth Public School District in Minnesota. Kerry has managed major repair and renovation projects. He was responsible for a department of 80 staff who performed construction, maintenance and daily operations of all school facilities. His responsibilities included managing an $8.4 million general fund budget. At Duluth Schools Kerry oversaw the district’s health, safety and environmental management programs. Prior to working for Duluth Schools Kerry was the health and safety program and finance specialist for the Minnesota Department of Education and was involved in the drafting of state legislation related to those programs. Kerry has served on the Board of Directors for the Minnesota Association of School Business Officials and is involved in the planning of professional development for the Association.

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Long-Term Facilities Maintenance Review – Guidelines, Projects and Legislation
Sarah C. Miller, Education Finance Specialist II – MDE

This presentation is designed to assist school districts, intermediates, cooperatives, charter schools and vendors in meeting the LTFM Revenue program parameters. Minnesota Statutes, section 123B.595 (Long-Term Facilities Maintenance Revenue) and section 123B.57 (Health and Safety (H&S) Projects) will be reviewed to include 2019 Legislative proposals (Radon Testing). LTFM allowable and restricted expenditures in H&S and Deferred Maintenance will be covered.

Bio: Sarah Miller has been employed as Director of Business Affairs 12 years with three Minnesota School Districts and 8.5 years with MDE. She is an Education Finance Specialist on Budget/Facilities for Long-Term Facilities Maintenance (previously Financial Management). Sarah has a B.S. degree in Business Administration – MASBO member for 20 years.

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Effect of Janus Case on Collective Bargaining / CPE
Jim Martin, Senior Attorney – Booth Law Group

Recently the United States Supreme Court issued its decision in the case of Janus v. AFSCME that overturns 40 years of precedent and ends compelled union dues for public employees. Jim Martin from Booth Law Group will discuss the Court’s decision, outline the effect of the decision on bargaining in Minnesota public schools and provide advice on the steps public schools should take in the aftermath of the decision.

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. 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.

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Block Grants: Putting School Meals on the Chopping Block
Noah Atlas, Legislative Chair and Child Nutrition Director – Minnesota School Nutrition Association / Anoka Hennepin Schools

The National School Lunch Program is a federally funded and regulated program. Every 5 years the program is reauthorized by Congress. This reauthorization can include funding and nutritional standards. Block Grants have been suggested as a possible funding strategy potentially leaving school districts on the hook for millions.

Bio: Noah is currently the Child Nutrition Director for the Anoka Hennepin School District and Legislative Chair for the Minnesota School Nutrition Association. He has a bachelor's degree from the University of Iowa, associate's from the Culinary Institute of America, and a MBA from the University of St. Thomas.

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