2019 Annual Conference and Certification Course: Full Agenda
Connect. Learn. Enjoy the Ride.

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.


 

Wednesday, May 8

8:00am-5:00pm

Registration Desk Open

9:00am-12:00pm

Certification Course: Special Education II

9:00-10:00am

MASBO Board of Directors Meeting

10:00-11:30am

Optional Pre-Session: Race Equity and Excellence in Education Overview, Case Studies, and Personal Reflection
Jennifer Godinez, Associate Director – MNEEP - Minnesota Education Equity Partnership

11:30am-12:30pm

Lunch

12:25-12:30pm

Welcome

12:40-2:20pm

Gold Mine Session Round One: Auditing Update; Common OSHA Findings; Building a Foundation for School Nutrition Procurement; Rise Above: Dealing with Difficult People at Work; 3rd Party MA Revenue; UFARS Hot Topics; ACA Reporting Changes; Military Benefits
Complete details are given below

2:20-2:45pm

Break and Gold Mine Presenters Available for Questions

2:45-4:25pm

Gold Mine Session Round Two: Onboarding-We Hired Now What?; LTFM Comparison Reporting; Time Management Tools; Pay Equity and Negotiation Considerations; Understanding Referendum Levies and Their Impact on Taxpayers; HR Trends; What a Business Manager Needs to Know about Student Data; E-Rate
Complete details are given below

4:25-4:45pm

Gold Mine Presenters Available for Questions

4:30-5:00pm

New Member Meeting
Membership Committee Meeting
Communications & Engagement Committee Meeting

6:00-10:00pm

The Great MASBO Gathering

Thursday, May 9

7:00am-5:00pm

Registration Desk Open

7:30-8:30am

Leadership Academy Breakfast – All past Leadership Academy graduates are invited to start their day with a special breakfast to connect and network.

7:30am-1:00pm

Trade Show Set Up

8:00-8:30am

Professional Development Committee Meeting

8:30-10:00am

General Session

Keynote: Nice Bike - Making Meaningful Connections
Mark Scharenbroich

10:00-10:10am

Break

10:10-11:00am

Breakout Sessions

It’s About Respect
Cody Bengtson, Consultant, Human Resources & Compensation Consulting Practice – Gallagher

All You Wanted to Know about LTFM but Were Afraid to Ask
Sarah Miller, Education Finance Specialist – Minnesota Department of Education

Cooperative Purchasing for Construction: Streamlined, Faster, Better
Zach Heidmann – Sourcewell

Everything You Wanted to Know about a Referendum and More
Michael Schwartz, Education Finance Specialist – Minnesota Department of Education

Public Contracting - You Agreed to What?! (CPE)
Joe Langel, Partner – Ratwik, Roszak & Maloney

Dealing with Bullying & Behavior Problems on the Bus
Derrick Agate, Supervisor of Transportation – Hopkins Public Schools

Referendum-Free Methods for Satisfying Facility Needs
Chris Kubesh, Education Finance Specialist – Minnesota Department of Education

11:00-11:10am

Break

11:10am-12:00pm

Breakout Sessions

All You Wanted to Know about LTFM but Were Afraid to Ask (Repeat Session)
Sarah Miller, Education Finance Specialist – Minnesota Department of Education

403(b) Plan Document Restatement-IRS Requirement
Paige McNeal, Vice Presidents – Educators Benefit Consultants, LLC; Jim Westrum, Executive Director of Finance and Business – Wayzata Public Schools

Navigating Data Requests and Public Meeting Issues
John Edison, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

Bond Basics (101) (CPE)
Jodie Zesbaugh, Senior Municipal Advisor/Vice President – Ehlers; Matthew Hammer – Ehlers

The Activity behind Student Activities: What Your School Needs to Know
Jamie Fay, Audit Sr. Manager – Eide Bailly

Transportation: Year End Reporting
Kelly Garvey, Pupil Transportation Specialist – Minnesota Department of Education - School Finance; Kelly Wosika – Minnesota Department of Education

Determining the True Cost of Bargaining Proposals during Teacher Negotiations
Amy Fullenkamp-Taylor, S.P.H.R., SHRM-SCP, Director of Management Services – MSBA; Gary Lee, Deputy Executive Director - MSBA

12:00-1:15pm

Recognition Lunch and Business Meeting

1:15-3:30pm

Dessert Reception and Trade Show

5:00pm

Wellness Walk/Run

5:00-9:00pm

Duluth Dine Around/Dinner On Your Own

8:30pm-12:00am

Networking Event at Grandma's Sports Garden

Friday, May 10

8:00-9:00am

Registration

9:00-9:50am

Breakout Sessions

Navigating Cooperative Purchasing
Melissa Mattson, Manager Administrative Services – Cooperative Purchasing Connection; Lisa Truax, Bid and Contract Facilitator – Cooperative Purchasing Connection

Bond Proceeds Investing
Steve Pumper, Vice President – PMA Financial

Reviewing Details of How to Control Your Work Comp Program
Mark Kraemer, Workers Compensation Consultant – Associated Benefits and Risk Consulting; Mary Wells, Director of Risk Management – Associated Benefits and Risk Consulting

Radon 101: Addressing the Growing Concerns of Radon
Troy Miller, Architectural Focus Leader – LHB; Amy Satterfield, Director of Business Development – IEA, Inc.

HSA/VEBA Hybrid Plans
Marlo Peterson, Regional Sales Executive - Minnesota – FURTHER- formerly Select AccountAdvisors

The Legal Aspects of Crowd Funding
Maggie Wallner, Attorney – Kennedy & Graven, Chartered; Adam Wattenbarger, Attorney – Kennedy & Graven, Chartered

Independent Contractor v. Employee: How Do You Tell the Difference? (CPE)
Jim Martin, Senior Attorney – Booth Law Group

9:50-10:00am

Break

10:00-10:50am

Breakout Sessions

Employee Health Plans: Improving Cost and Quality
Thom Sturgeon, Co-Founder / Co-Facilitator – MN Self-Funded User Group; Jim Westrum, Executive Director of Finance and Business Services – Wayzata Public Schools; Tina Burkholder, Director of Business Services – Monticello Public Schools; Kris Crocker, Director of Finance & Operations – Cambridge-Isanti Schools

Building a Cybersecurity Framework – Top 13 Things You Can Do to Protect Yourself (CPE)
Rich Eckstein, Partner - Cyber, Risk & Ethical Hacking – BerganKDV

Learn What State Contracts are Available for Computers, Audio Visual, Software, and Cloud Services
Luke Jannett, Acquisitions Manager, MN Dept of Administration - State Procurement

No Findings: Helping Your Departments Purchase Compliantly and Competitively
Ryan Kleinjan, President – Catalyst Sourcing Solutions; Vicky Kornegor, Sourcing Engagement Manager – Catalyst Sourcing Solutions

Do You Understand Your Retirement Chocies?
Kent Schutte, President – EFS Advisors

Summer Levy 101
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools

Modifying School Facilities For Today's & Future Traffic Demands
Cliff Buhman, Senior Project Manager – Inspec

10:50-11:00am

Break

11:00-11:50am

Breakout Sessions

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

Building a Cybersecurity Framework – Top 13 Things You Can Do to Protect Yourself (Repeat Session) (CPE)
Rich Eckstein, Partner - Cyber, Risk & Ethical Hacking – BerganKDV

Independent Contractor v. Employee: How Do You Tell the Difference? (Repeat Session) (CPE)
Jim Martin, Senior Attorney – Booth Law Group

11:50am

Conference Adjourns, Grab and Go Boxed Lunch and Prize Drawings

 



Wednesday

Certification Course

Special Education II
Candace Nelis, Business Manager, Cloquet Schools; Paul Ferrin, Special Education Funding and Data Supervisor – Minnesota Department of Education

This session will take an in-depth look at the state special education comprehensive aid report. This will start with an explanation of the lesser of the three options in Minnesota statute and where the numbers come from, in addition to EDRS code sheets, excess cost aid and special education transportation. In addition, the special ed whatif spreadsheet will be covered, in addition to how the information from the Comprehensive Aid Report relates to the spreadsheet and how a projected expenditure increase and what that would mean for the estimated aid.


Optional Pre-Session

Race Equity and Excellence in Education Overview, Case Studies, and Personal Reflection
Jennifer Godinez, Associate Director – MNEEP - Minnesota Education Equity Partnership

This session will provide an overview of why equity is important in education. Participants will learn about the systemic policy context that has led to opportunity gaps in education for students of color and American Indian students. Case studies will be provided to outline how districts can use an equity lens in their policies and practices, and the implications it had on the business manager role--both in suburban and outstate districts. Then discover how to continue on your individual journey for using your equity lens in education, and your personal understanding of race and inequality in our society.

Bio: Jennifer Godinez is Associate Director at Minnesota Education Equity Partnership (MnEEP) and Project Director of the Race Equity and Excellence in Education Network (REEEN). Jennifer holds a B.A. in Sociology from Drake University and a Masters degree in Public Policy from the Hubert H. Humphrey School of Public Affairs. Jennifer has led key initiatives in the intersection of equity-centered collective action, research, public policy and the nonprofit sector for over 17 years. Her focus is race equity in education action planning and school-community leadership development. She writes and has spoken to local and national groups around school leadership, immigrant communities, and race equity policies and practices. She has presented to leading education groups including: the National School Board Association (NSBA); Community Schools National Forum (CSNF); and Grantmakers for Education.


Gold Mine Session Descriptions, Round One (12:40-2:20pm)

A1 - Auditing Update

This session is intended to cover new topics in the auditing of school districts including the implementation of recent GASB Statements on OPEB and Pensions

  • Presenters: Jim Eichten – MMKR
  • Moderator: Lisa Rademaker – Southwest West Central Service Cooperative

A2 - Common OSHA Findings

This session will focus on OSHA inspections specific to public school districts including common findings that may be lurking in your buildings.

  • Presenter: Christine Schmitt – Southwest West Central Service Cooperative
  • Moderator: Laura Lilyquist – Arrowhead Regional Computing Consortium

A3 - Building a Foundation for School Nutrition Procurement

A good procurement program requires a solid foundation. School Nutrition programs are a Federal grant programs and are required to follow Federal procurement regulations. In this session we will discuss general program requirements in Federal regulations in 2 CFR 200. Standards of conduct and local procurement procedures related to school nutrition programs will be the focus of the content presented. School nutrition program will receive a focused procurement review every 3-5 years as part of the school nutrition program administrative audit. These two areas will be included in Procurement Reviews for school nutrition programs.

  • Presenters: Donna Becker – Minnesota Department of Education
  • Moderator: Judy Clare – cmERDC

A4 - Rise Above: Dealing with Difficult People at Work

This session will provide you with strategies on creating a healthier work atmosphere by diffusing tense situations

  • Presenter: Tammy Stahl – Southwest West Central Service Cooperative
  • Moderator: Michelle Hauber – cmERDC

A5 - 3rd Party MA Revenue

This session will cover a list of eligible MA expenditures, an overview of the DHS billing process and what information needs to be tracked in order to submit files to DHS.

  • Presenter: Cindy Longhenry – Hutchinson Public Schools and Dellynne Monson – Southwest West Central Service Cooperative
  • Moderator: Sue Anderson – cmERDC

A6 - UFARS Hot Topics

Review changes in UFARS for Fiscal Year 2019, what's coming in Fiscal Year 2020, and other hot topics.

  • Presenter: Deb Meier – Minnesota Department of Education
  • Moderator: Stacy Mead – Region I

A7 - ACA Reporting Changes

This session will review what pieces of ACA have been repealed and what still remains for reporting.

  • Presenters: James Olney – ABRC
  • Moderator: Nikki Logan – Arrowhead Regional Computing Consortium

A8 - Military Benefits

What benefits must we provide to our military employees/families?

  • Presenter: Zachary Cronen – Rupp, Anderson, Squires & Waldspurger
  • Moderator: Barb Raske – Southwest West Central Service Cooperative

Gold Mine Session Descriptions, Round Two (2:45-4:25pm)

B1 - Onboarding-We Hired Now What?

This session will cover new hire requirements and tips to ensure things don't get missed. It will also include record retention on applicants/interview process.

  • Presenter: Elizabeth From – Southwest West Central Service Cooperative
  • Moderator: Trudy Freeman – Region V

B2 - LTFM Comparison Reporting

The session will provide members with the needed information to complete and reconcile LTFM Expenditures.

  • Presenter: Sarah Miller – Minnesota Department of Education
  • Moderator: Dianna Groskreutz – Region V

B3 - Time Management Tools

This session is designed for those that get interrupted 10 times a day. What tools can we use to stay on task and ensure that our time isn't being robbed.

  • Presenter: Candi Jansen
  • Moderator: Jennifer Smith – Arrowhead Regional Computing Consortium

B4 - Pay Equity and Negotiation Considerations

This session will provide you with things to consider when negotiating contracts to prevent districts from making decisions that could cause a Pay Equity penalty.

  • Presenter: Robert Bjorklund – Bjorklund Compensation Consulting
  • Moderator: Joe Crawford – cmERDC

B5 - Understanding Referendum Levies and Their Impact on Taxpayers

We will discuss the many components and rules involved in an operating referendum. Learn how this financing tool assists most school districts in Minnesota. Relaying the district story to taxpayers is crucial. We will share some ideas that will be helpful in communicating that message!

  • Presenter: Shelby McQuay and Barbie Doyle – Ehlers
  • Moderator: Jill Guhlke – Region V

B6 - HR Trends

This session will cover general human resources trends. The workforce is changing, and Human Resources must adapt quickly to keep up. Topics will include work-life balance, generations in the workplace, performance reviews, use of social media, wellness initiatives, as well as other trends in the workforce. By focusing on the employee experience and new innovative ideas, you can deliver quality HR and greater business results.

  • Presenter: Lauri Dahlberg – Eide Bailly
  • Moderator: Cindy Seifert – Region V

B7 - What a Business Manager Needs to Know about Student Data

This session will provide valuable tools and information available to Business Managers that can be used to verify student data being reported to MDE to confirm you aren't missing out on any revenues. We will also review the proper coding for homeless students.

  • Presenter: Sharon Peck – Minnesota Department of Education
  • Moderator: Wayne Miller – Region I

B8 - E-Rate

This session will review the E-Rate process, provide tips, tricks and tools to assist in the process. Eve will also share any recent changes that have been finalized to E-rate requirements.

  • Presenters: Eve Maly – Arrowhead Regional Computing Consortium
  • Moderators: Jeff Yaeger – Arrowhead Regional Computing Consortium

Thursday

Keynote

Nice Bike - Making Meaningful Connections
Mark Scharenbroich

Mark Scharenbroich Mix thousands and thousands of black leather, bandana wearing, tattoo bearing Harley-Davidson riders with a 100th Anniversary and one beige rental car and the end result will be the perfect metaphor for connecting with others: “Nice Bike.”

Emmy award-winning speaker, Mark Scharenbroich will take us for a fun ride on how to be effective at making meaningful connections in both your professional and personal life. His Nice Bike principle is supported by three strong actions: Acknowledging, honoring and connecting. Mark tells engaging stories focused on the relationship side of creating results, connecting administrator to faculty, team member to team member, teacher to student and student to student. Schools with a strong culture of connections drive improvements in academic performance.

Mark has spent his career speaking in more than 3500 schools throughout North America. Along the way, he has discovered the keys that transform good schools into schools of excellence. Part motivational speaker, part thought-provoker and pure comedic entertainer – Mark Scharenbroich will inspire, teach and engage you with Nice Bike.

Bio: Mark is the author of the award-winning book entitled, Nice Bike – Making Meaningful Connections on the Road of Life. He has spoken in more than 3,500 school districts, with a message about making connections that move people. Mark is a native of Minnesota, and is an Emmy award-winner, Hall of Fame speaker and award winning filmmaker.

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Breakout Sessions (Thursday, 10:10-11:00am)

101 - It’s About Respect
Cody Bengtson, Consultant, Human Resources & Compensation Consulting Practice – 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: Cody is a subject-matter expert in domains including full-cycle recruiting, employment assessments, payroll and benefits, employee relations, performance appraisal systems, training, and organizational development. One of Cody’s core tenets is to always use an analytical approach to address a business’ problems and choose the best solution based on recent or innovative research.

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102 - All You Wanted to Know about LTFM but Were Afraid to Ask
Sarah Miller, Education Finance Specialist – Minnesota Department of Education

Learn or review the LTFM Program process, ten-year plans, qualified projects, UFARS coding , timelines for MDE submissions, Allowable and Restricted expenditures, frequently asked questions, legislative changes and more!

Bio: Sarah Miller was employed as Director of Business Affairs for 12 years with three Minnesota School Districts, and has currently worked 9 years with MDE. She is an Education Finance Specialist on Budget/Facilities (previously Financial Management). Sarah has a B.S. degree in Business Administration, and has been a MASBO member for 20 years.

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103 - Cooperative Purchasing for Construction: Streamlined, Faster, Better
Zach Heidmann – Sourcewell

Cooperative purchasing is known for efficiency, group purchasing power and effectiveness. Officials have used co-ops for supplies and equipment, but construction services have been overlooked. This alternative procurement method is a rising trend that can save time by providing access to competitively-awarded local contractors who can start work immediately. Learn how co-ops can enable K-12 and higher education officials to expedite repair, alteration and modernization efforts, decrease downtime and tackle backlogs of deferred maintenance.

Bio: Zach Heidmann has been Contract Administrator at Sourcewell since 2017. Prior to this he was an Account Executive with Cassling. He holds oth a Bachelors and Master of Science (MS) focused on Leadership in Physical Education/Sports Administration from North Dakota State University.

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104 - Everything You Wanted to Know about a Referendum and More
Michael Schwartz, Education Finance Specialist – Minnesota Department of Education

Learn about your district's referendum; how many authorities, when do the authorities phase out and how does local optional revenue factor in? What is the referendum cap, alternative cap and no cap? What are board converted and board created allowances?

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105 - Public Contracting - You Agreed to What?! (CPE)
Joe Langel, Partner – Ratwik, Roszak & Maloney

Every year, Minnesota school districts enter into hundreds of contracts outside of typical employment agreements. Some contracts are simple and routine, others rarely come up or are quite complex. In any agreement, a school district must be aware of its exposure to liability and risk. The purpose of this presentation is to discuss a number of terms and conditions that arise in public contracting and how to mitigate the district's risk from those terms and conditions.

Bio: Joseph Langel is a shareholder of Ratwik, Roszak & Maloney, and primarily represents cities, counties and school districts. Mr. Langel is currently city attorney for 10 cities and a number of public school districts. He has extensive experience in public contracting and bid laws, construction, planning and zoning, leasing and condemnation. He graduated magna cum laude from Loras College in 1987, and received his M.A. degree from the University of Chicago. He received his J.D. degree, cum laude, from the University of Minnesota Law School in 1994. Prior to joining Ratwik, Roszak & Maloney, Joe was a judicial law clerk for Judge Thomas Kalitowski at the Minnesota Court of Appeals.

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106 - Dealing with Bullying & Behavior Problems on the Bus
Derrick Agate, Supervisor of Transportation – Hopkins Public Schools

What are you doing to stop bullying on your school buses? How can a parent be sure that their child is safe from bullying on the bus? How does your driver calm themselves down? School bus drivers need to be trained with new techniques to manage student behavior and learn how to partner with administrators to address this important issue. Dysregulated drivers can't regulate kids.

Bio: Derrick has been in the pupil transportation industry since 2001 when he became the interim Director of transportation for Eden Prairie Schools, Eden Prairie, MN. In 2002 he was hired as the permanent Director of Transportation for Eden Prairie Schools. In 2009 he was hired as the Supervisor of Transportation for Hopkins Public Schools, Hopkins, MN. Derrick has BA in Corporate Management and a minor in Economics and Spanish.

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107 - Referendum-Free Methods for Satisfying Facility Needs
Chris Kubesh, Education Finance Specialist – Minnesota Department of Education

School facility needs sometimes conflict with optimal bond referendum timing. Whether it's concern over an upcoming operating referendum renewal or unforeseen events, such as a much larger than expected Kindergarten class, districts sometimes need to develop creative solutions to satisfy their facility needs. This session will explore non-referendum options available to districts.

Bio: Chris Kubesh has over 20 years experience in school finance at the Minnesota Department of Education. He holds a BA in economics from the University of St. Thomas and a MA in economics from San Diego State University.

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Breakout Sessions (Thursday, 11:10am-12:00pm)

201 - All You Wanted to Know about LTFM but Were Afraid to Ask (Repeat Session)
Sarah Miller, Education Finance Specialist – Minnesota Department of Education

Learn or review the LTFM Program process, ten-year plans, qualified projects, UFARS coding , timelines for MDE submissions, Allowable and Restricted expenditures, frequently asked questions, legislative changes and more!

Bio: Sarah Miller was employed as Director of Business Affairs 12 years with three Minnesota School Districts and currently 9 years with MDE. She is an Education Finance Specialist on Budget/Facilities (previously Financial Management). Sarah has a B.S. degree in Business Administration - MASBO member for 20 years.

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202 - 403(b) Plan Document Restatement-IRS Requirement
Paige McNeal, Vice Presidents – Educators Benefit Consultants, LLC; Jim Westrum, Executive Director of Finance and Business – Wayzata Public Schools

It is important to make sure that you are administering your 403b Plan in accordance with the written plan document. Changes in rules or administration practices require that your plan be amended. It is also time for 403b Plan to be "Restated". Come and learn when and how to amend a plan. We will talk about the difference between amending and restating. We will also talk about the upcoming plan document restatement requirement.

Bio: Paige McNeal, is the Vice President of Educators Benefit Consultants. She received her BA from Hamline Universit majoring in Law in Society. Paige has been in the benefit business for 17 years. She has been the VP of EBC for 13 years.

Bio: Jim Westrum is the Executive Director of Finance and Business with the Wayzata Public Schools. He is a Certified Public Accountant (CPA), Certified Administrator of School Finance and Operations (SFO), Certified School Risk Manager (CSRM), and Registered School Business Administrator (RSBA). Jim is an active ASBO International member, a past president of MASBO, and currently serves as the ASBO risk management content area leader.

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203 - Navigating Data Requests and Public Meeting Issues
John Edison, Shareholder – Rupp, Anderson, Squires & Waldspurger, P.A.

Learn to properly address data requests and issues related to public participation in meetings. This presentation will also address recent case law in the area of the Minnesota Government Data Practices Act and Open Meeting Law.

Bio: John is a shareholder with Rupp, Anderson, Squires & Waldspurger, P.A. He has dedicated his legal career to representing school districts and other government entities.

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204 - Bond Basics (101) (CPE)
Jodie Zesbaugh, Senior Municipal Advisor/Vice President – Ehlers; Matthew Hammer – Ehlers

If your district plans to finance a project in 2019 or has existing debt that might merit refunding, this session is for you! Learn what your roles and responsibilities are as a bond issuer, both before and after the issuance of debt. We will walk through the key components of a bond transaction and discuss who and what is involved in the debt issuance process, and what comes after.

Bio: Jodie joined Ehlers’ Roseville office as a Municipal Advisor in 2009. Jodie previously worked as Director of Financial Operations at South Washington County School District. One of Jodie’s greatest contributions to Ehlers clients is her hands-on experience with the many challenges faced by school districts today and her added insight in helping find financial solutions.

Bio: Prior to joining Ehlers in 2018, Matt was the Director of Finance and Operations at Fridley Schools. He holds a Bachelor's Degree in Accounting from Creighton University, and a MBA from St. Cloud State University.

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205 - The Activity behind Student Activities: What Your School Needs to Know
Jamie Fay, Audit Sr. Manager – Eide Bailly

This session will discuss the account and best practices in regards to school districts' student activity accounts and the impact of GASB 84 on student activity accounts.

Bio: Jamie has dedicated her career to the government industry, leading audit engagements and providing real time information for governmental entities. She has experience providing Uniform Guidance audit services to cities, counties, schools and tribal entities.

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206 - Transportation: Year End Reporting
Kelly Garvey, Pupil Transportation Specialist – Minnesota Department of Education - School Finance; Kelly Wosika – Minnesota Department of Education

MDE Staff will review what data is needed to complete the State Transporation Report that is due on August 15.

Bio: Kelly Wosika has been a State of Minnesota employee for 24 years and with MDE for 18. 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.

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207 - Determining the True Cost of Bargaining Proposals during Teacher Negotiations
Amy Fullenkamp-Taylor, S.P.H.R., SHRM-SCP, Director of Management Services – MSBA; Gary Lee, Deputy Executive Director - MSBA

MSBA staff will walk attendees through the various line items on its reporting form while explaining the rationale for including each item and how the amount is determined. Presenters will also discuss the importance of costing every proposal, how school district negotiators can use the form to determine the dollar differences between various proposals, and the importance of submitting completed proposals once negotiations are completed.

Bio: Amy has more than 20 years of extensive experience in human resources including recruitment, retention, training, employee relations, benefit administration, and employment and labor law compliance, and she is a member of the National Affiliation of Superintendent Searchers. Amy has been with MSBA since 2007.

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Friday

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

301 - Navigating Cooperative Purchasing
Melissa Mattson, Manager Administrative Services – Cooperative Purchasing Connection; Lisa Truax, Bid and Contract Facilitator – Cooperative Purchasing Connection

Learn to better navigate cooperative purchasing:

  • New purchasing partnership formed
  • How to use cooperative contracts in conjunction with your district’s construction and remodeling projects - secure the companies you know will provide the best value.
  • Understand the efficiencies of integrating your finance system with multi-vendor purchasing portals and take control of staff spending.
  • Update on Minnesota cooperative purchasing legislation

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302 - Bond Proceeds Investing
Steve Pumper, Vice President – PMA Financial

Bonds are becoming an increasingly common financing mechanism for Districts to fund construction projects, especially with the ability to issue some types of bonds without voter approval. The interest made on these proceeds can be significant. Learn how to manage those dollars and maximize the funds available for your projects.

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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303 - Reviewing Details of How to Control Your Work Comp Program
Mark Kraemer, Workers Compensation Consultant – Associated Benefits and Risk Consulting; Mary Wells, Director of Risk Management – Associated Benefits and Risk Consulting

Attendees will learn with examples from other Minnesota district examples on what processes brought them success and how they successfully reduced their work comp program costs. Best case scenarios that can be achieved and the teamwork involved to successfully manage your costs and drive down your experience mod will be shared. Questions are welcome and answers will be discussed.

Bio: Mark is one of Minnesota’s first Certified Work Comp Advisors and is a member of the first agency advisor council for one of the largest self-insured funds in the state. He is also one of 34 certified school risk managers in Minnesota. A long-time speaker and educator on workers compensation, Mark works diligently with the Associated Comp Advisor team to control and minimize the impact of claims, drive down experience mods, and save money on premiums.

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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304 - Radon 101: Addressing the Growing Concerns of Radon
Troy Miller, Architectural Focus Leader – LHB; Amy Satterfield, Director of Business Development – IEA, Inc.

Radon is a growing concern both in the home, workplace and in schools. But radon has been around for centuries, so what’s all the concern? This presentation will outline the challenges with detecting and monitoring of radon, and, will review the best practices to reduce radon levels in school buildings; existing, renovated or new construction.

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

Bio: Amy Satterfield is the Director of Business Development with IEA, Inc. Amy has 21 years of experience providing environmental, health and safety services to school districts, commercial, industrial and healthcare clients. IEA and Amy’s involvement with School District facility programs provides a well-rounded view of school safety challenges and needs.

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305 - HSA/VEBA Hybrid Plans
Marlo Peterson, Regional Sales Executive - Minnesota – FURTHER- formerly Select Account

HSA/VEBA Hybrid Plans meet different employee needs while promoting better medical claim behavior (unique offer to public sector schools). This session will include an update on the new HRA regs for 2020.

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306 - The Legal Aspects of Crowd Funding
Maggie Wallner, Attorney – Kennedy & Graven, Chartered; Adam Wattenbarger, Attorney – Kennedy & Graven, Chartered

Districts are facing some interesting situations with GoFundMe campaigns and other crowd funding. It is becoming a case of the haves and havenots as some teachers are real go-getters for getting funds from GoFundMe and other sources. Learn from situations law firms are dealing with.

Bio: Maggie R. Wallner has provided legal counsel to numerous Minnesota school districts for three decades. She concentrates her practice in the areas of employment and labor law, administrative hearings, the administration of collective bargaining agreements and grievance arbitration, discrimination and civil rights law, student discipline, education law and employee benefits. She has also represented school districts in litigation matters in state, federal and appellate courts. Maggie is a frequent lecturer, most prominently in the areas of discrimination and civil rights laws, the Americans With Disabilities Act, the Minnesota Government Data Practices Act, public sector employment law, teacher tenure law and sexual harassment. A graduate from the University of Minnesota-Duluth, Maggie received her law degree from William Mitchell College of Law in 1988.

Bio: Adam Wattenbarger practices in the areas of education law and municipal law, and is a recent graduate of the University of Minnesota Law School. Prior to joining Kennedy & Graven as an associate, Adam spent a year clerking for Chief Justice Lorie Gildea on the Minnesota Supreme Court. As a clerk he assisted the Chief Justice with research and writing on a variety of important cases and legal issues before the Court. Prior to law school, Adam received his B.S. in secondary education from the University of Nebraska-Lincoln, and spent time in the classroom student teaching and substituting.

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307 - Independent Contractor v. Employee: How Do You Tell the Difference? (CPE)
Jim Martin, Senior Attorney – Booth Law Group

This presentation will analyze the law regarding whether a worker is independent contractor or employee. Included in the presentation will be situations where such analysis is necessary, the consequences of misclassifying a worker and practice tips to increase the likelihood of a determination that a worker will be classified as an independent contractor.

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

401 - Improving Cost and Quality of School Employee Health Plans
Thom Sturgeon, Co-Founder / Co-Facilitator – MN Self-Funded User Group; Jim Westrum, Executive Director of Finance and Business Services – Wayzata Public Schools; Tina Burkholder, Director of Business Services – Monticello Public Schools; Kris Crocker, Director of Finance & Operations – Cambridge-Isanti Schools

Districts’ stories about improving employee health plan cost & quality. All aspects of health plan management are explored candidly in our User Group’s monthly peer-to-peer meetings. All Minnesota public school districts are welcome, without cost or obligation, regardless of whether your plan is fully-insured, self-funded, in a Co-op or PEIP; and regardless of your districts’ affiliations with health-related services companies.

Bio: Since co-founding the MN Self-Funded User Group with Dennis Dahlman, Thom has co-facilitated monthly peer-to-peer sessions attended by a growing number of school health plan fiduciaries, sponsors, labor leaders and administrators responsible for their districts’ employee health plans. Thom's professional career focuses on large system change and organizational change management.

Bio: Jim Westrum is the Executive Director of Finance and Business with the Wayzata Public Schools. He is a Certified Public Accountant (CPA), Certified Administrator of School Finance and Operations (SFO), Certified School Risk Manager (CSRM), and Registered School Business Administrator (RSBA). Jim is an active ASBO International member, a past president of MASBO, and currently serves as the ASBO risk management content area leader.

Bio: Tina’s responsibilities as the Director of Business Services for Monticello Public Schools include administrative oversight for her district’s employee health plan. Tina is an active member of our MN Self-Funded User Group, and is exploring her district’s options for improving its employee health Plan.

Bio: As Director of Finance & Operations for Cambridge-Isanti Schools, Kris is responsible for the business/financial aspects of her District’s employee benefits (health, dental, disability, and life). Cambridge-Isanti Schools’ self-funded employee health plan is in its fourth year of operation. Cambridge-Isanti‘s administrators are active members of our MN Self-Funded User Group.

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402 - Building a Cybersecurity Framework – Top 13 Things You Can Do to Protect Yourself (CPE)
Rich Eckstein, Partner - Cyber, Risk & Ethical Hacking – BerganKDV

In this session, we will discuss the cybersecurity framework, how it applies to schools and what factors make a good security assessment. The session will discuss physical, administrative, internal and external controls and provide attendees with the top thirteen tips to mitigate over 90% of your cyber risk.

Bio: BerganKDV partner Rich Eckstein has more than 20 years' experience developing and managing network infrastructures, At BerganKDV, he provides cybersecurity training to our staff of more than 400 people and works with clients to ensure their systems and staff are equipped to face the ever changing cyber landscape.

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403 - Learn What State Contracts are Available for Computers, Audio Visual, Software, and Cloud Services
Luke Jannett, Acquisitions Manager, MN Dept of Administration - State Procurement

Learn what state contracts are available in computers, audio visual, software and the Cloud.

Bio: Luke Jannett is the Acquisitions Manager for the State of Minnesota Office of State Procurement. Luke is responsible for directing the state’s procurement section that acquires goods and services. The Office of State Procurement is charged with statutory oversight of the state’s executive branch contracting as well as manages cooperative purchasing on behalf of Minnesota’s local units of government and customers from government organizations across the country.

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404 - No Findings: Helping Your Departments Purchase Compliantly and Competitively
Ryan Kleinjan, President – Catalyst Sourcing Solutions; Vicky Kornegor, Sourcing Engagement Manager – Catalyst Sourcing Solutions

Not every district has the luxury of a purchasing department. Learn simple, implementable processes and tools to help assure your staff is purchasing compliantly and securing the best value from its vendors.

Bio: Ryan Kleinjan and the Catalyst team have provide purchasing tools and support for 9 metro districts. Ryan's expertise includes negotiations, data analysis, purchasing processes, and vendor management.

Bio: Vicky Kornegor has 30+ years in experience in district procurement, including 20+ at ISD 622. Vicky provides purchasing process and compliance support to several Minnesota districts.

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405 - Do You Understand Your Retirement Chocies?
Kent Schutte, President – EFS Advisors

Do you really understand all retirement choices available from PERA/TRA? Are you confident your irrevocable choice is the best lifetime decision? This session will provide clarity in the choices available so you are prepared and confident in these life long decisions. We will also provide additional information on the best ways to enhance your retirement utilizing your supplemental retirement accounts.

Bio: Kent Schutte President of EFS Advisors & EBC) Kent has worked with educators, Non-Profit and Governmental plans since 1985. A nationally recognized speaker on financial matters and expertise in implementation of 403(b) match programs, Special Pay, Severance and Retirement Benefits. He is the immediate past President of NTSA. Kent has received LUTCF, CLU, ChFC, CFP and TGPC designations.

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406 - Summer Levy 101
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools

Learn what needs to be completed on the Summer Levy system so your district is maximizing their Levy Certification.

Bio: Prior to joining Duluth Public Schools in October, Cathy worked as a Finance, Funding, and Management Specialist for the Region 2 Arrowhead Regional Computing Consortium (ARCC) since 2005. Before joining Region 2, Cathy was a school district business manager for five years in northeast Minnesota.

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407 - Modifying School Facilities For Today's & Future Traffic Demands
Cliff Buhman, Senior Project Manager – Inspec

With an ever increasing need to safely accommodate more cars, trucks, buses, emergency response vehicles, motorcycles, bicycles, etc., and the people they transport (including the disabled), today’s parking lots, drives, and overall sites have been, in many cases, maxed out. Two recent projects will be presented on how this was solved

Bio: Cliff Buhman has been involved with facilities engineering and project management for over 40 years. As a professional Civil Engineer & senior consultant, Cliff prepares budgets, reports, plans and specifications, and performs construction administration (including conducting construction meetings and performing on-site construction observation). Cliff experience includes projects for schools, colleges, and private institutions.

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

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

With the current legislative session nearing completion, Tom will provide a review of the latest updates. Hear a recap of the session, and learn what this may mean for your district.

Bio: Tom Melcher is the Director of the School Finance Division at the Minnesota Department of Education. The Division provides support to state policy-makers; determines state aid entitlements and property tax levy limitations for local education agencies; maintains the state’s Uniform Financial Accounting and Reporting Standards and the Minnesota Automated Reporting for Students System; administers state responsibilities relating to school facilities, pupil transportation, and school district organization; and provides financial management assistance to local education agencies. Tom has 37 years of experience at the Department. Before joining the Department, he was an assistant business manager with the Collier County, Florida Public Schools. Tom holds a Ph.D. in Educational Administration from the University of Florida.

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502 - Building a Cybersecurity Framework – Top 13 Things You Can Do to Protect Yourself (CPE) (Repeat Session)
Rich Eckstein, Partner - Cyber, Risk & Ethical Hacking – BerganKDV

In this session, we will discuss the cybersecurity framework, how it applies to schools and what factors make a good security assessment. The session will discuss physical, administrative, internal and external controls and provide attendees with the top thirteen tips to mitigate over 90% of your cyber risk.

Bio: BerganKDV partner Rich Eckstein has more than 20 years' experience developing and managing network infrastructures, At BerganKDV, he provides cybersecurity training to our staff of more than 400 people and works with clients to ensure their systems and staff are equipped to face the ever changing cyber landscape.

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503 - Employee vs Independent Contractor (CPE) (Repeat Session)
Jim Martin, Senior Attorney – Booth Law Group

This presentation will analyze the law regarding whether a worker is independent contractor or employee. Included in the presentation will be situations where such analysis is necessary, the consequences of misclassifying a worker and practice tips to increase the likelihood of a determination that a worker will be classified as an independent contractor.

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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