2019 Fall Conference Agenda

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 13 (Certification Courses)

1:00-1:30pm

Registration

1:30-4:30pm

Buildings & Grounds II
John Heltunen, Director of Buildings and Grounds –  Buffalo-Hanover-Montrose Schools; Jeff Arthurs, Coordinator, Facilities and Transportation –  Osseo Area Schools; Sarah C. Miller, Education Finance Specialist – Minnesota Department of Education

4:30-5:00pm

Registration / Dinner

5:00-8:00pm

Legal & Personnel II
Craig Holje, Chief HR & Administrative Services – Richfield Public Schools; Annie Doughty

Printed copies of certification presentations will be provided.

Thursday, November 14 (Fall Conference)

7:30-8:30am

Registration and Continental Breakfast

8:30-10:15am

General Session

Welcome and MASBO Updates

Managing Me
Professor Arthur V. Hill, The John & Nancy Lindahl Professor Academic Director, Carlson Consulting Enterprise Supply Chain & Operations Department – Carlson School of Management, University of Minnesota

10:15-10:30am

Break

10:30-11:20am

Breakout Sessions

Playing by the Rules: School Board Control of Extracurricular Activities/GASB 84
Download handout (PDF)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, P.A.; Nathan Shepherd, Associate Attorney – Ratwik, Roszak & Maloney, P.A.

Indoor Air Quality: Regulations and Guidance
Download handout (PDF)
Daniel Tranter, Indoor Air Supervisor – Minnesota Department of Health

Are You Prepared for Required Post Issuance Compliance After Your Bond Sale? / CPE
Download handout (PDF)
Shelli Ness, Director – Baker Tilly Municipal Advisors, LLC; Alyssa Glaser, CIPMA, Director of Bond Services – Baker Tilly Municipal Advisors

Employee Engagement
Download handout (PDF)
Jenna Fromm, CEO – Palmer Bus Service

11:30am-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Student Activities Update / CPE
Download handout (PDF)
Mary Weigel, Financial Management Supervisor – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

Ergonomic Impact on the Workforce: Injuries Do Not Age Discriminate!
Download handout (PDF)
Jens Erickson, Health and Safety Account Manager – IEA, Inc.

It's About Respect
Download handout (PDF)
John Short, Regional HR Consultant – Gallagher

Improving Retirement Savings for America's Public Educators
Download handout (PDF)
Brent Neese, Executive Director – National Tax-Deferred Savings Association

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

UFARS Hot Topics
Download handout (PDF)
Molly Koppes, Education Finance Specialist 2 – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

Referendum Simplification
Download handout (PDF)
Kristine Anderson, Education Finance Specialist 2 – Minnesota Department of Education; Michael Schwartz, Education Finance Specialst 2 – Minnesota Department of Education

All Things Considered – Project Planning with an Eye Toward Investing
Download handout (PDF)
Shelby McQuay, Municipal Advisor – Ehlers; Ryan Miles, Senior Investment Advisor – Ehlers

Do I Look Like I Understand? Effectively Communicating Budget, Finance and other Complex Issues / CPE
Download handout (PDF)
Bob Noyed, Senior Consultant and Director of Strategy – CESO Communication

2:20-2:30pm

Break

2:30-3:20pm

Breakout Sessions

Student Activities Update / CPE (Repeat Session)
Download handout (PDF)
Mary Weigel, Financial Management Supervisor – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

Year One and Counting
Download handout (PDF)
Sara Girard, Business Manager – Lake Superior School District #381; Nikki Kasel, Accounting Specialist II – South Washington County Schools; Kris Blackburn, Controller – South Washington County Schools

Do I Look Like I Understand? Effectively Communicating Budget, Finance and other Complex Issues / CPE (Repeat Session)
Download handout (PDF)
Bob Noyed, Senior Consultant and Director of Strategy – CESO Communication

Long-Term Facilities Maintenance (LTFM) Mid-Year Revision, Project and Reconciliation Review
Sarah C. Miller, Education Finance Specialist – Minnesota Department of Education

3:30-4:30pm

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 professionals before you head home or to dinner on your own. Light appetizers will be served, and a cash bar will be available.

Friday, November 15 (Fall Conference)

7:45-9:00am

Registration and Continental Breakfast

8:00-9:00am

Resource Committee Meetings

9:00-9:45am

Welcome and MASBO Updates

9:45-9:55am

Break

9:55-10:45am

Breakout Sessions

Wage Theft Law Update
Download handout (PDF)
Dave Skovholt, Outreach Coordinator - Labor Standards – Minnesota Department of Labor and Industry; Nicole Blissenbach, Assistant Commissioner – Minnesota Department of Labor and Industry; Trevor S. Helmers, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

Banking Services Potpourri
Download handout (PDF)
Stacy Childers, Managing Director, Municipal Solutions – Bremer Bank; Sara Larsen, Vice President, Treasury Solutions – Bremer Bank; Deb West, Vice President, Treasury Solutions – Bremer Bank

Renting District Facilties to the Public without Adding More Risk Exposure to the District
Download handout (PDF)
Amy Diedrich, Public Sector Specialist – Marsh & McLennan Agency; Gary Lee, Deputy Executive Director – MSBA

UGG! Consistent Time and Effort Reporting for Federal Programs / CPE
Download handout 1 (PDF)
Download handout 2 (PDF)
Sara George, ESEA/ESSA Title Program Monitor – Minnesota Department of Education

10:45am-11:00am

Break

11:00-11:50am

Breakout Sessions

Wage Theft Law Update (Repeat Session)
Download handout (PDF)
Dave Skovholt, Outreach Coordinator - Labor Standards – Minnesota Department of Labor and Industry; Nicole Blissenbach, Assistant Commissioner – Minnesota Department of Labor and Industry; Trevor S. Helmers, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

Truth in Taxation
Download handout (PDF)
Steve Pumper, Vice President – PMA Financial

Better Outcomes Using 24/7 Workers Compensation Nurse Line and Telemedicine
Download handout (PDF)
Mary Wells, Director of Risk Management – Associated Benefits and Risk Consulting; Michael McKenna, VP of Sales at Paradigm Complex Care Solutions – Paradigm

Special Education Updates
Download handout (PDF)
Paul Ferrin, Special Education Funding and Data Supervisor – Minnesota Department of Education

11:50am-12:40pm

Lunch

12:40-1:30pm

Breakout Sessions

Equity, Diversity and How it Connects to Me
Download handout (PDF)
Rachel Logan, Education Consultant – Sourcewell

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

PELSB - Teacher Licensing Frequently Asked Questions
Download handout (PDF)
Kat Anthony-Wigle, Licensure Compliance Specialist/STAR – Minnesota Professional Educator Licensing and Standards Board (PELSB)

UGG! Consistent Time and Effort Reporting for Federal Programs / CPE (Repeat Session)
Download handout 1 (PDF)
Download handout 2 (PDF)
Sara George, ESEA/ESSA Title Program Monitor – Minnesota Department of Education

1:30-1:40pm

Break

1:40-2:30pm

Breakout Sessions

A Better You for a Better School!
Download handout 1 (PDF)
Download handout 2 (PDF)
Teri Erhardt, Senior Consultant, Wellbeing – NFP

Getting Started with B3 Benchmarking
Download handout (PDF)
Troy Miller, Architectural Focus Leader – LHB; Phil Fisher, Facilities and Operations Specialist – LHB

After School Meals 101
Download handout 1 (PDF)
Download handout 2 (PDF)
Jenny Butcher, Lead, Summer Food and Afterschool Meals Outreach – Minnesota Department of Education

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)

Buildings & Grounds II
John Heltunen, Director of Buildings and Grounds –  Buffalo-Hanover-Montrose Schools; Jeff Arthurs, Coordinator, Facilities and Transportation –  Osseo Area Schools; Sarah C. Miller, Education Finance Specialist – Minnesota Department of Education

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

Legal & Personnel II
Craig Holje, Chief HR & Administrative Services – Richfield Public Schools; Annie Doughty

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

Managing Me
Professor Arthur V. Hill, The John & Nancy Lindahl Professor Academic Director, Carlson Consulting Enterprise Supply Chain & Operations Department – Carlson School of Management, University of Minnesota

The Managing Me (MM) workshop takes the latest research about personal productivity, makes it practical, and creates an engaging experience that helps participants apply these life-changing principles. MM teaches six foundational skills needed to succeed in today's knowledge intensive world. Research shows that people who develop these six skills will be more focused on the right priorities; meet their commitments more faithfully; have a greater sense of accomplishment about both personal and professional goals; improve relationships at home and work; reduce stress, worry, and guilt; be healthier emotionally, mentally, and physically; and get more "good things" done.

As part of this presentation, an optional individual assessment tool will be available. A link to this assessment will be included in the registration confirmation email.

Bio: Professor Art Hill has a passion for understanding how people and organizations can improve. The Managing Me workshop is the product of that passion and over 30 years of research, teaching, and consulting. He has taught executives through universities on four continents, and has been a consultant for over 100 organizations, including 3M, Nestle, Medtronic, Honeywell, Wells Fargo, and Winnebago. He was the editor-in-chief of the Journal of Operations Management, the world's leading research journal on productivity and quality. Professor Hill is the John and Nancy Lindahl Professor for Excellence in Business Education and the Academic Director of the Carlson Consulting Enterprise in Carlson School of Management at the University of Minnesota. Until recently, he was the Associate Dean for MBA Programs in the Carlson School.

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

Playing by the Rules: School Board Control of Extracurricular Activities/GASB 84
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, P.A.; Nathan Shepherd, Associate Attorney – Ratwik, Roszak & Maloney, P.A.

This seminar will address the effects of recent statutory amendments on the obligation of school districts to take charge of extracurricular activities. Included in this discussion are practical approaches to reduce the potential liabilities connected with extracurricular activities and transportation thereto, particularly in light of the recent Fenrich decision.

Bio: Jennifer Earley is a shareholder of Ratwik, Roszak & Maloney. She has over two decades of experience counseling schools and providing training to administration and staff on a wide variety of issues including: school policies and liability, employee discipline/termination, labor relations, data privacy, the Open Meeting Law, bullying and harassment/discrimination.

Bio: Nathan Shepherd is an associate with Ratwik, Roszak & Maloney. He advises school district and municipal clients in all areas of municipal law, school law, labor and employment law, and litigation. During law school, Nathan was a Managing Editor of the Minnesota Law Review. He was also a founding member and Student Director of the Environmental Sustainability Clinic. Prior to joining Ratwik, Roszak & Maloney, Nathan served as a clerk for Judges in the Minnesota Court of Appeals.

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Indoor Air Quality: Regulations and Guidance
Daniel Tranter, Indoor Air Supervisor – Minnesota Department of Health

There are several requirements concerning indoor air quality in schools, including recent new laws and proposed bills. This session will provide a summary, including guidance available to school staff.

Bio: Dan Tranter is the supervisor of the Indoor Air Unit at the Minnesota Department of Health. He has been with the Indoor Air Unit since 2001 and has a Master of Public Health degree from the University of Minnesota. The Indoor Air Unit conducts research, education and outreach concerning indoor air quality, focusing especially on radon, mold and carbon monoxide. Unit staff also regulate smoking in public places, air quality in enclosed sports arenas, and radon professional licensure.

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Are You Prepared for Required Post Issuance Compliance After Your Bond Sale? / CPE
Shelli Ness, Director – Baker Tilly Municipal Advisors, LLC; Alyssa Glaser, CIPMA, Director of Bond Services – Baker Tilly Municipal Advisors

An executive-level overview will be provided to review requirements related to arbitrage reporting and continuing disclosure requirements for school districts that have issued bonds.

Bio: Shelli oversees all aspects of post issuance compliance with Internal Revenue Service Regulations as they relate to arbitrage. She demonstrates an exceptional aptitude and uncanny ability to translate complex tax code into easily understood concepts while guiding clients in reporting and record keeping requirements.

Bio: Alyssa oversees our team of analysts and administrative support personnel as they prepare official statements and conduct bond sales and closings for tax-exempt and taxable financings, as well as the annual report and event filings for our continuing disclosure clients.

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Employee Engagement
Jenna Fromm, CEO – Palmer Bus Service

Challenged by staff shortages? Struggling to recruit and retain dedicated employees with fixed budgets? What employment practices are no longer effective? How does the leader of an organization combat gossip and excuses? What can leaders do to build a culture that fosters engagement? How might a felt sense of safety and real connectedness be created across your team? Explore real solutions to all of these challenges and more! Come away from this session with practical ideas and strategies that work in the real world!

Bio: Jenna Fromm is the CEO of Palmer Bus Service. She got her school bus license in September of her senior year in high school. Jenna graduated summa cum laude from Bethel College and was tenured at Coon Rapids High School as a Spanish Teacher. She received her Master's Degree in Educational Leadership. Jenna stepped into a leadership role with Palmer Bus Service in 2015. She sees herself as a servant/leader and believes that surrounding herself with great people is of utmost importance.

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

Student Activities Update / CPE
Mary Weigel, Financial Management Supervisor – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

This session will provide an overview of UFARS MAFA - Chapter 14, with updates related to GASB 84 - Student Activity Accounting and frequently asked questions.

Bio: Mary Weigel, CPA, is the supervisor of financial management and reporting section within the school finance division at the Minnesota Department of Education (MDE). Her former MDE roles include audit supervisor and education finance specialist. Ms. Weigel has school district and audit experience from her previous positions with the Rosemont-Apple Valley-Eagan and Farmington school districts, the Metropolitan Airports Commission and Office of Legislative Auditor.

Bio: Deb graduated magna cum laude from Augsburg College with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.

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Ergonomic Impact on the Workforce: Injuries Do Not Age Discriminate!
Jens Erickson, Health and Safety Account Manager – IEA, Inc.

Ergonomics in the workplace can be a daunting topic to address. Proactive efforts to effect positive change cost time and money up front. Complacency and the status quo can make employees resistant to modifications. It may seem as though there are too many individual needs, body types, and varied job tasks to accommodate. This presentation will discuss these challenges, but also show how making strides toward improving ergonomics can impact cost savings through a reduction in injuries and insurance costs, along with greater employee comfort and productivity.

Bio: Jens has worked with IEA for over five years as a Health & Safety Consultant. He coordinates and conducts a variety of EH&S tasks including Employee Right-to-Know and Bloodborne Pathogens trainings, mock-OSHA walkthrough inspections, PPE hazard assessments, and ergonomic assessments and training. Jens is passionate about ergonomics and helping others adjust work environments and develop habits that promote ergonomic well-being.

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It's About Respect
John Short, Regional HR Consultant – Gallagher

Traditional HR compliance training by itself no longer meets workplace standards as the organization’s workforce becomes more diversified. Movements such as #MeToo require a review of sexual harassment and workplace civility trainings. Do you have a multi-pronged approach that not only applies to the organization, but also to the individual and the team? In this session, you will learn how to assess your school district, overall employment trends that affect the diversity of an organization and core strategies on how to best create a respectful workplace.

Bio: John Short is an HR Connector in Gallagher’s Human Resources & Compensation Consulting practice with 20 years of experience in human resources leadership. John works with Gallagher consultants and organizations to identify needs and tie in to the Gallagher Better Works initiative to address a client’s entire wellbeing. John served as the head of HR for OneDigital Health and Benefits for 17 years. He helped build out the company’s HR infrastructure including multiple system upgrades, organic and M&A talent acquisition, effective employee onboarding, benefits, payroll and developed a comprehensive leadership development program that was part of a robust learning program. He also led HR strategy for Accent Decor, a wholesale distributor, where he revised policies, established salary grades and launched a learning management program. John holds a BS in Communications, is a member of the Society of Human Resource Management, and holds a SHRM-SCP designation.

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Improving Retirement Savings for America's Public Educators
Brent Neese, Executive Director – National Tax-Deferred Savings Association

How prepared are our nation’s public educators for retirement? The National Tax-Deferred Savings Association’s (NTSA) 2018 groundbreaking survey of more than 4,400 School Districts compiled data on 403(b) participation rates, contribution rates, account balances and overall retirement security of America’s public educators. The survey includes information on 403(b) plan design elements that lead to better outcomes.

Bio: Brent Neese is a 24-year retirement industry veteran specializing in public sector and non-profit defined contribution retirement plans. He has dedicated his career to improving the retirement security of public sector employees across America. Neese is recognized as one of the foremost experts on public retirement plans having worked with seven of the ten largest government defined contribution plans and more than half of the state retirement systems.

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

UFARS Hot Topics
Molly Koppes, Education Finance Specialist 2 – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

This session will cover UFARS reminders for FY 2019 and UFARS Updates for FY2020.

Bio: Before joining the Minnesota Department of Education (MDE), Molly worked in both school operations and charter school authorizing, providing oversight to schools that were both operational and start up. She holds a BS degree from Augsburg University in mathematics.

Bio: Deb graduated magna cum laude from Augsburg College with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.

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Referendum Simplification
Kristine Anderson, Education Finance Specialist 2 – Minnesota Department of Education; Michael Schwartz, Education Finance Specialst 2 – Minnesota Department of Education

MDE staff will explain the referendum simplification legislation that passed in 2019. We will explore the conversion process, the FY21 Phaseout Report, and what’s ahead for FY22.

Bio: Kristine Anderson began as an Education Finance Specialist 2 with the Minnesota Department of Education School Finance Division in March 2019. Kristine has more than 20 years of experience working with school financial data. She earned an MBA from the University of Northwestern and is a Certified Financial Modeling and Valuation Analyst (FMVA).

Bio: Michael has over 30 years of experience in education—12 years at Rosemount-Apple Valley-Eagan and 15 years at Richfield Public Schools. For the past 4 years he has been at MDE in the School Finance Division working with general education funding, referendum and other categorical aid revenues.

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All Things Considered – Project Planning with an Eye Toward Investing
Shelby McQuay, Municipal Advisor – Ehlers; Ryan Miles, Senior Investment Advisor – Ehlers

With large or small projects, districts need to plan for the investment of construction funds. With security and liquidity as major drivers of investment strategies, investment opportunity costs should be considered along with the tax impact of the project. With Virginia and Eveleth-Gilbert as a case study, we’ll highlight key financial timeline points to maximize the overall community benefit.

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.

Bio: Ryan Miles joined Ehlers in 2018 with more than 10 years of experience serving clients. Mr. Miles holds a Bachelor of Arts in Business Administration from Eastern Washington University and will be completing his MBA in Finance from Louisiana State University in late 2019. He is a registered Investment Advisor Representative with the SEC holding a Series 65 Registered Investment Adviser license.

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Do I Look Like I Understand? Effectively Communicating Budget, Finance and other Complex Issues / CPE
Bob Noyed, Senior Consultant and Director of Strategy – CESO Communication

Clear communication of your district's budget issues is critical to keep your internal and external audiences from turning on you. This session will provide tips and strategies on how to effectively communicate and increase understanding on budget and other complex issues.

Bio: Bob Noyed is senior consultant and director of strategy for CESO Communication, a full service communication firm serving K-12 districts. He has more than 34 years of experience working in school communication, including as a director of communication for several metro school districts.

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

Student Activities Update / CPE (Repeat Session)
Mary Weigel, Financial Management Supervisor – Minnesota Department of Education; Deb Meier, Education Specialist 2 – Minnesota Department of Education

This session will provide an overview of UFARS MAFA - Chapter 14, with updates related to GASB 84 - Student Activity Accounting and frequently asked questions.

Bio: Mary Weigel, CPA, is the supervisor of financial management and reporting section within the school finance division at the Minnesota Department of Education (MDE). Her former MDE roles include audit supervisor and education finance specialist. Ms. Weigel has school district and audit experience from her previous positions with the Rosemont-Apple Valley-Eagan and Farmington school districts, the Metropolitan Airports Commission and Office of Legislative Auditor.

Bio: Deb graduated magna cum laude from Augsburg College with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.

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Year One and Counting
Sara Girard, Business Manager – Lake Superior School District #381; Nikki Kasel, Accounting Specialist – South Washington County Schools; Kris Blackburn, Controller – South Washington County Schools

This presentation provides general advice regarding positions and stresses of School Business. The goal is to give new professionals a positive outlook and information about where to look for help; to provide helpful hints and ideas for improvement to the professionals comfortable in their roles; and to guide professionals who are ready for their next steps in life on making the next generation of leaders better.

Bio: Sara Girard is Business Manager of Lake Superior School District in Two Harbors, MN, and serves on the MASBO Membership Committee. She has been working in school finance since January 2016. She continues to work towards updating process controls to allow better efficiency and transparency in school business.

Bio: Nikki Kasel is an Accounting Specialist at South Washington County School District in Cottage Grove, MN, and has been working in school finance since May 2016. Her primary responsibilities involve managing the district’s gift fund, scholarships and grants as well as many of their federal grants such as Title and Perkins.

Bio: Kris N. Blackburn, CPA, has served as controller for the South Washington County School District since August 2014. Prior to her current position, she worked as a contracted business manager for several Minnesota charter schools and spent more than 14 years in public accounting performing audits of school districts and other governmental entities. In addition, she has provided audit-focused training to both auditors and school district personnel.

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Do I Look Like I Understand? Effectively Communicating Budget, Finance and other Complex Issues / CPE (Repeat Session)
Bob Noyed, Senior Consultant and Director of Strategy – CESO Communication

Clear communication of your district's budget issues is critical to keep your internal and external audiences from turning on you. This session will provide tips and strategies on how to effectively communicate and increase understanding on budget and other complex issues.

Bio: Bob Noyed is senior consultant and director of strategy for CESO Communication, a full service communication firm serving K-12 districts. He has more than 34 years of experience working in school communication, including as a director of communication for several metro school districts.


Long-Term Facilities Maintenance (LTFM) Mid-Year Revision, Project and Reconciliation Review
Sarah C. Miller, Education Finance Specialist – Minnesota Department of Education

This presentation is designed to assist school districts, intermediates, cooperatives, charter schools and vendors in meeting the LTFM Revenue program parameters under Minnesota Statutes, section 123B.595 and section 123B.57 Health and Safety Revenue. It includes project review (LTFM allowable vs. restricted expenditures), mid-year revisions and FY 19 LTFM Approved vs. UFARS Expenditures Reconciliation. The session will conclude with a Q&A section for basic LTFM plan review.

Bio: Sarah Miller served as Director of Business Affairs at three Minnesota School Districts over a 12-year period, and is in her tenth year with MDE. She is on MDE’s Budget/Facilities team for Long-Term Facilities Maintenance, after serving over 7 years with the Financial Management team. Sarah has a B.S. degree in Business Administration/Accounting and has been a MASBO member for 20 years.

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Breakout Sessions (Friday, 9:55-10:45am)

Wage Theft Law Update
Dave Skovholt, Outreach Coordinator - Labor Standards – Minnesota Department of Labor and Industry; Nicole Blissenbach, Assistant Commissioner – Minnesota Department of Labor and Industry; Trevor S. Helmers, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

The Wage Theft Law amended existing state labor laws and added new requirements for employers. This session will cover what districts should be doing to comply with the law, and answer frequently asked questions.

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Banking Services Potpourri
Stacy Childers, Managing Director, Municipal Solutions – Bremer Bank; Sara Larsen, Vice President, Treasury Solutions – Bremer Bank; Deb West, Vice President, Treasury Solutions – Bremer Bank

This session will explore various topics in banking, including what to expect from your bank relationship, state and local laws and regulations for banking services, bank technology and fraud trends.

Bio: Stacy has 15 years of experience working in public finance with government entities of all sizes throughout the Midwest, including being a municipal advisor at The Springsted Group, where she provided consulting services to public sector clients. She has a wealth of experience that spans a range of expertise such as finance, management, economic development and human resources. She also held a position as a finance management analyst at U.S. Bank earlier in her career.

Bio: Sara Larsen is an accomplished financial professional with over with over 20 years of client-facing sales experience in the financial services industry, nine of which have been with Bremer. Sara has a proven track record of working with businesses across a number of industries to add efficiencies and controls through a full range of treasury solutions.

Bio: Deb West is a veteran Treasury Management professional with over 30 years of client-facing sales and service experience in the financial services industry. Deb joined Bremer Bank four years ago, and is responsible for the sales, implementation and ongoing client support of our Treasury Management products. Prior to that time, Deb held additional treasury management and management position in the industry. Deb has earned accreditation as a Certified Treasury Professional (CTP).

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Renting District Facilties to the Public without Adding More Risk Exposure to the District
Amy Diedrich, Public Sector Specialist – Marsh & McLennan Agency; Gary Lee, Deputy Executive Director – MSBA

School space is considered public space for community use. Best practice dictates that a "renter" should sign a lease agreement and have proper insurance coverage for use of public space. Without proper coverage and agreement, the district is at risk of paying gaps ininsurance coverage and legal action. Learn how to balance allowing your community to use the facilities and your obligation to protect the district's interests.

Bio: Amy has worked in schools for her entire career as an employee and for the last 20 years as a consultant. Managing schools risk comes in many forms and is constantly changing. Amy has spent her career helping schools manage risk as effectively and efficiently as possible to minimize resources being taken from the classroom to pay for insurance.

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UGG! Consistent Time and Effort Reporting for Federal Programs / CPE
Sara George, ESEA/ESSA Title Program Monitor – Minnesota Department of Education

Minnesota Department of Education (MDE) staff from across the agency will provide an overview of the Uniform Grant Guidance's (UGG) and Time and Effort reporting requirements. Presenters will also provide time and effort reporting templates and discuss both digital and paper organizational tactics for managing this essential documentation.

Bio: Sara is a part of the Equity and Opportunity Division at MDE. She works with ESEA Title grants and World’s Best Workforce.

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

Wage Theft Law Update (Repeat Session)
Dave Skovholt, Outreach Coordinator - Labor Standards – Minnesota Department of Labor and Industry; Nicole Blissenbach, Assistant Commissioner – Minnesota Department of Labor and Industry; Trevor S. Helmers, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

The Wage Theft Law amended existing state labor laws and added new requirements for employers. This session will cover what districts should be doing to comply with the law, and answer frequently asked questions.

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Truth in Taxation
Steve Pumper, Vice President – PMA Financial

If you are a new SFO, learn the basics of what is required to present to the public at your Truth in Taxation Meeting. If you are a seasoned SFO, take home some ideas of additional information you may wish to share to get across a specific message.

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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Better Outcomes Using 24/7 Workers Compensation Nurse Line and Telemedicine
Mary Wells, Director of Risk Management – Associated Benefits and Risk Consulting; Michael McKenna, VP of Sales at Paradigm Complex Care Solutions – Paradigm

Associated Comp Advisor in conjunction with Paradigm will present the 24/7 workers compensation nurse line and telemedicine process which school districts are utilizing with great success in helping to achieve better outcomes for their injured employees. We will discuss process, benefits and details on how this new approach provides the best medical care immediately and avoids costly hospital ER visits and needless lost time.

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.

Bio: Michael McKenna is with Paradigm, an industry leader in solving complex health care challenges and improving lives for injured workers, providing outcomes-focused care for workers’ compensation cases involving the most challenging catastrophic injuries.

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

This session will provide updates on the changes to the special education formula that were enacted by the Legislature during the last session.

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 since 2015 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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

Equity, Diversity and How it Connects to Me
Rachel Logan, Education Consultant – Sourcewell

Equity and Diversity are words you may hear thrown around, we know they are important, but how does this connect to me and my role? No matter your district demographics or size, or the capacity in which you serve, learning to use an equity lens is essential to creating a district culture and climate that produces equitable outcomes for all.

Bio: Rachel Logan is an education consultant at Sourcewell serving mostly rural school districts in Central Minnesota. Prior to her consultant role Rachel was a classroom teacher (K-6) in a variety of settings including rural, urban and suburban in three states (Minnesota, North Dakota, Texas). Rachel has supported educators at multiple levels, from superintendents to school nurses, to champion for equitable educational environments. She is a nationally trained SEED (Seeking Educational Equity and Diversity) facilitator, hosts regional SEED Seminars in Staples, MN, and has recently presented for the Minnesota Council of Teachers of English (MCTE) and the Minnesota Rural Education Association (MREA). Her undergraduate degree is from Concordia College, Moorhead, and she has a Masters in Curriculum and Instruction and K-12 Reading License from Concordia University, St. Paul.

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

This session will provide updates on the changes to the special education formula that were enacted by the Legislature during the last session.

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 since 2015 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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PELSB - Teacher Licensing Frequently Asked Questions
Kat Anthony-Wigle, Licensure Compliance Specialist/STAR – Minnesota Professional Educator Licensing and Standards Board (PELSB)

This session will determine the following:

  • What license can do which assignment?
  • When is licensure required and what are best practices for licensure requirements?
  • What is the plan when a licensed individual cannot be found?
  • When do you contact PELSB with licensure requirements as opposed to MDE (related to determining licensure requirements for funding)?
  • How do you determine licensure requirements for teachers on special assignment?

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UGG! Consistent Time and Effort Reporting for Federal Programs / CPE (Repeat Session)
Sara George, ESEA/ESSA Title Program Monitor – Minnesota Department of Education

Minnesota Department of Education (MDE) staff from across the agency will provide an overview of the Uniform Grant Guidance's (UGG) and Time and Effort reporting requirements. Presenters will also provide time and effort reporting templates and discuss both digital and paper organizational tactics for managing this essential documentation.

Bio: Sara is a part of the Equity and Opportunity Division at MDE. She works with ESEA Title grants and World’s Best Workforce.

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

A Better You for a Better School!
Teri Erhardt, Senior Consultant, Well-being – NFP

The way you eat, move, and refresh has a powerful impact on how you show up each day. We’ll share new ways of thinking about your health and well-being, and you’ll discover simple secrets for fitting powerful natural ‘medicines’ into your life so that you can be more engaged, energized and able to make a positive impact in your school.

Bio: Teri is a Well-being Consultant with NFP, an employee benefits consulting firm in Plymouth, MN, where she supports well-being initiatives for corporate clients and helps them to create healthier and happier workplaces. She has a degree in holistic nutrition and a variety of professional certifications including Certified Worksite Wellness Specialist.

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Getting Started with B3 Benchmarking
Troy Miller, Architectural Focus Leader – LHB; Phil Fisher, Facilities and Operations Specialist – LHB

During the latest legislative session, the State of Minnesota Education Omnibus Bill included the requirement for public schools to enter and maintain their energy data in the Minnesota Departments of Commerce and Administration's Building, Benchmarking and Beyond (B3) program. This program is provided FREE to all Minnesota public school districts. This seminar will give you the information to get started.

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 Midwest.

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

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After School Meals 101
Jenny Butcher, Lead, Summer Food and Afterschool Meals Outreach – Minnesota Department of Education

Schools are hubs for afterschool activities - and ideal locations for afterschool meals. No child should wonder when their next meal will be – for some lunch may be the last meal of the day. Join this session to learn about program eligibility, funding and requirements. Providing the USDA Afterschool Meal Program helps ensure your students have the best opportunity to achieve!

Bio: Jenny Butcher is Lead for Summer Food Service Program (SFSP) and At-Risk Afterschool Meals Outreach at the Minnesota Department of Education, Community Nutrition Programs. She conducts outreach and provides technical assistance to expand these child nutrition programs statewide to nourish our youth outside the school day.

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