2019 Winter Conference Agenda
Links to presentations that have been received to date can be found listed under each session name.

« Back to the 2019 MASBO Winter Conference homepage

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, February 6

1:00-1:30pm

Registration

1:30-4:30pm

Budgeting II – Part 2
Dianna Groskreutz, Business Services Coordinator – Region V Computer Services; Val Mertesdorf, Director of Finance – Northfield Public Schools

4:30-5:00pm

Registration/Dinner

5:00-8:00pm

Food Service II
Sherri Knutson, Student Nutrition Services Coordinator – Rochester Schools;
Barb Mechura, Director of Student Nutrition Services – Hopkins Schools

Thursday, February 7

7:30-9:00am

Registration

9:00-9:50am

Keynote Session: Beyond Grit: Embracing Passion & Purpose to Gain the High Performance Edge
Cindra Kamphoff, PhD, CMPC – Certified Mental Performance Consultant, Speaker & Author

9:50-10:00am

Break

10:00-10:50am

Breakout Sessions

Special Ed Funding – What You Don't Know Will Cost You (Double Session –  Part 1)
Download handout (PDF)
Marcy Doud, Assistant Superintendent of Specialized Programs – West St. Paul-Mendota Heights-Eagan Area Schools; Renae Ouillette, Executive Director of Student Services – Lakeville Area Schools; Cheryl Johnson, Executive Director – Goodhue County Education District

Fill the Nutrition Gap with Out of School Time Meals
Download handout (PDF)
Jenny Butcher, Lead, Summer Meals and Afterschool Meals Programs Outreach, Minnesota Department of Education, Nutrition, Health and Youth Development

Navigating through the Complex Intersection of FMLA, ADA and Worker's Compensation
Download handout (PDF)
Lynn Knight, Business Manager – Nekoosa School District; Julie Lewis, Attorney/Principal – Lewis Law Office, LLC; Linda R. Mont, RHU, CSRM, Senior Benefit Consultant and Managing Member – Key Benefit Concepts, LLC

So, You Are Thinking About a District Survey?
Download handout (PDF)
Kelly Smith, Vice President – Springsted

10:50-11:00am

Break

11:00-11:50am

Breakout Sessions

Special Ed Funding - What You Don't Know Will Cost You (Double Session –  Part 2)
Download handout (PDF)
Marcy Doud, Assistant Superintendent of Specialized Programs – West St. Paul-Mendota Heights-Eagan Area Schools; Renae Ouillette, Executive Director of Student Services – Lakeville Area Schools; Cheryl Johnson, Executive Director – Goodhue County Education District

Insights Into Pharmacy Benefit Management, Drug Trends and the Future
Download handout (PDF)
Scott Schnuckle, Senior Vice President, Pharmacy & Business Development – HealthPartners

Understanding the Preparation for the Annual AuditCPE
Download handout (PDF)
Brad Falteysek, Government Partner - Abdo, Eick & Meyer; Brian Kahl, Manager – Abdo, Eick & Meyer

Building Relationships with New Board Members
Download handout (PDF)
Gail Gilman, Associate Director of Board Development – MSBA

11:50am-12:40pm

Lunch and Peer Group Discussions
In this new session format you'll have the opportunity to hear ideas and solutions from other members, and share yours as well. Choose from the four topic rooms:

  • HR / Payroll
  • Purchasing
  • Facilities
  • New Business Managers

12:40-1:30pm

Breakout Sessions

MDE Revenue Simulation Model
Download handout (PDF)
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools; Wayne Miller, Finance Coordinator – Region 1

There is Such a Thing as Free Lunch ... and Breakfast, Year Three, Lessons Learned
Download presentation (PPT)
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Kevin Wellen, Superintendent – Menahga Schools

The ABC's of RFP'sCPE
Download handout (PDF)
Pat Harris, Purchasing – Intermediate District #287/NE Metro 916; Jackie Milnes, Purchasing Manager – Rochester Public Schools

Handling a Serious Injury Case
Download handout (PDF)
Aaron A. Dean, Attorney – Moss & Barnett; DeeDee Kahring, Director of Finance & Operations – Eastern Carver County Schools

1:30-1:40pm

Break

1:40-2:30pm

Breakout Sessions

MDE Revenue Simulation Model (Repeat Session)
Download handout (PDF)
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools; Wayne Miller, Finance Coordinator – Region 1

Using B3 Benchmarking to Realize Energy Savings
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Cheri Scheider, LEED AP – The Weidt Group; Scott Hogen, Director of Facilities – Mankato Area Public Schools

Career & Technical Education
Download handout (PDF)
Shelli Sowles – MDE; Joel Larson, Program Specialist CTE – MDE; Jan Carlson, Education Finance Specialist – MDE; Deb Meier, Education Finance Specialist – MDE

Employee Investigations & Discipline Management/Union Point-Counter Point
Download handout 1 (PDF)
Download handout 2 (PDF)
Jim Martin, Senior Attorney – Booth Law Group; Deb Corhouse, Staff Attorney – Education Minnesota

Friday, February 8

7:45-9:00am

Registration

8:00-9:00am

Resource Committee Meetings

9:00-9:50am

General Session

Legislative Update
Valerie Dosland, MASBO Lobbyist – Ewald Consulting

ESSA Update – Fiscal Transparency
Ashleigh Norris, Information Officer – MDE; Katherine Edwards, State Program Coordinator – MDE

9:50-10:00am

Break

10:00-10:50am

Breakout Sessions

Emerging Issues and Impacts of Risk Management in Schools (Double Session – Part 1)
Download handout (PDF)
Amy Diedrich, Consultant – Marsh & McLennan Agency LLC; Jim Westrum, Executive Director of Finance and Business Service – Wayzata Public Schools; Steve Anderson, Business Manager – Proctor Public Schools; Tom Strasburger, Vice President, Strategic Alliances – PublicSchoolWORKS

Retirement Plan Dynamics – Leveraging Data to Drive DecisionsCPE
Download handout (PDF)
Mark Melnychuk, Investment Advisor – Gallagher

Understanding the Scope and Complexity of School Nutrition Programs and their Value within Districts
Download handout (PDF)
Vickie J. Speltz, Food Service Director – Lewiston-Altura ISD; Amy Thering, Business Specialist, Child Nutrition Program – Anoka-Hennepin ISD; Connie Meyer, School Board Chair – Lewiston-Altura School District #857

What Does a District Need to Know about Allowable/Restricted LTFM Expenditures and Current 2019 Legislation
Download handout (PDF)
Sarah C. Miller, Education Finance Specialist II – MDE

10:50-11:00am

Break

11:00-11:50am

Breakout Sessions

Emerging Issues and Impacts of Risk Management in Schools (Double Session – Part 2)
Amy Diedrich, Consultant – Marsh & McLennan Agency LLC; Jim Westrum, Executive Director of Finance and Business Service – Wayzata Public Schools; Steve Anderson, Business Manager – Proctor Public Schools; Tom Strasburger, Vice President, Strategic Alliances – PublicSchoolWORKS

All About ADSIS
Download handout (PDF)
Rebecca Nies, Alternative & Prevention Services Specialist – MDE; Jill Bemis – MDE

Crowdfunding Best Practices for K–12 School Business Officers
Kirk Smiley, Principal Director, Advocacy and Public Partnerships – DonorsChoose.org; John Murphy, Region Executive – Horace Mann Companies

Food Service Resource Management
Download handout (PDF)
Kala Constant, School Nutrition Programs – MDE; Deb Lukkonen, Supervisor of School Nutrition Programs – MDE

11:50am-12:40pm

Lunch

12:40-1:30pm

Breakout Sessions

Special Education Data Reporting Application (SEDRA)
Download handout (PDF)
Beth Tomlinson, Special Education Funding & Data Team – MDE

IowA - Identified Official With Authority
Download handout (PDF)
Melody Pomerenke, MISMS Secured Sites Project – MDE; Michael Virnig – MDE

What Does a District Need to Know about Allowable/Restricted LTFM Expenditures and Current 2019 Legislation (Repeat Session)
Download handout (PDF)
Sarah C. Miller, Education Finance Specialist II – MDE

Fraud DetectionCPE
Download handout (PDF)
Steve Wischmann, Audit, Forensic and Risk Services Partner – BerganKDV; Michael Bosl, Audit Manager – BerganKDV

Changing Times In Public Defined Benefit and 403(b) Plans
Download handout (PDF)
Kent Schutte – EFS Advisors

1:30-1:40pm

Break

1:40-2:30pm

Breakout Sessions

ABC's of Booster Clubs
Download handout 1 (PDF)
Download handout 2 (PDF)
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, PA; Nathan Shepherd, Associate Attorney – Ratwik, Roszak & Maloney, PA

Special Education Data Reporting Application (SEDRA) (Repeat Session)
Download handout (PDF)
Beth Tomlinson, Special Education Funding & Data Team – MDE

Charter School Lease Aid
Download handout (PDF)
Jenny Charles, Education Finance Specialist II – MDE

Tiered Licensing, PELSB, Star Reporting
Download handout (PDF)
Kat Anthony-Wigle, STAR Coordinator – PELSB; Emily Busta, Licensing Specialist – PELSB


Certification Courses (Wednesday)

Budgeting II – Part 2
Dianna Groskreutz, Business Services Coordinator – Region V Computer Services
Val Mertesdorf, Director of Finance – Northfield Public Schools

Topics include monitoring a budget throughout the year, forecasting, and school board updates.

Food Service II
Sherri Knutson, Student Nutrition Services Coordinator – Rochester Schools
Barb Mechura, Director of Student Nutrition Services – Hopkins Schools

Topics include breakfast and lunch programs, free and reduced lunch programs, commodity program, state and federal funding, equipment requirements, fund balance restrictions, labor relations and safety practices.

Back to the Top


Opening Session (Thursday, 9:00-9:50am)

Keynote Session: Beyond Grit: Embracing Passion & Purpose to Gain the High Performance Edge
Cindra Kamphoff, PhD, CMPC – Certified Mental Performance Consultant, Speaker & Author

Cindra will reveal the ten practices that the world’s best can use to gain the high-performance edge. She will share the same strategies and tools she’s taught NFL ProBowl athletes, Olympians, CEOs, and championship teams.

Bio: Dr. Kamphoff works with the Minnesota Vikings where she works individually with the players to help them train their mind.

Back to the Top


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

Special Ed Funding – What You Don't Know Will Cost You (Double Session –  Part 1)
Marcy Doud, Assistant Superintendent of Specialized Programs – West St. Paul-Mendota Heights-Eagan Area Schools; Renae Ouillette, Executive Director of Student Services – Lakeville Area Schools; Cheryl Johnson, Executive Director – Goodhue County Education District

In this session, we will start with the basics of special education funding, and discuss the importance of clean data in the State Aid Report and Tuition Billing Reports as well as look at cross-subsidy inequities. You will leave with talking points to share with your legislators.  Bring your laptop or device for this interactive session.

Bio: Marcy Doud is in her 20th year as an administrator in special education. She holds a master’s degree in emotional behavioral disorders, an autism specialist certification, a specialist degree as a director of special education, and superintendent’s license.

Bio: Renae is the Lakeville Area Schools Executive Director of Student Services, a cabinet level position she has held for four years. She also served for 12 years as the director of special education. She is an active member of the Minnesota Administrators for Special Education (MASE) and the Minnesota Association of School Administrators (MASA) and has been a guest lecturer on special education finance at both Hamline University and Saint Mary’s University.

Bio: Cherie Johnson is in her twelfth year at the Goodhue County Education District. Prior to working in Goodhue County, Cherie was the assistant director of special education for the Red Wing School District. Cherie received her master’s in special education at Marywood University in Pennsylvania. She received her Director of Special Education Administrative license from the University of Minnesota. She has served on the MASE Board and MASE and MASA committees for nine years.

Back to the Top


Fill the Nutrition Gap with Out of School Time Meals
Jenny Butcher, Lead, Summer Meals and Afterschool Meals Programs Outreach, Minnesota Department of Education, Nutrition, Health and Youth Development

The Afterschool Meal/Snack Program and the Summer Food Service Program are meeting the nutritional needs of students and communities across the state. Join this session to learn if your school is eligible for the At-Risk Afterschool Meal Program and/or Summer Food Service program, and the program requirements. One in eight children in Minnesota are food insecure — no child should wonder when their next meal will be.

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 with schools to nourish our youth outside the school day.

Back to the Top


Navigating through the Complex Intersection of FMLA, ADA and Worker's Compensation
Lynn Knight, Business Manager – Nekoosa School District; Julie Lewis, Attorney/Principal – Lewis Law Office, LLC; Linda R. Mont, RHU, CSRM, Senior Benefit Consultant and Managing Member – Key Benefit Concepts, LLC

This session provides a legal overview and checklist every district should have. Lynn Knight, Nekoosa Wisconsin School District, shares her stories to help you understand the triggers indicating an FMLA, ADA or WC situation. Opportunity is provided to practice "What would I do?" with scenarios adapted from court cases involving school districts. Network with others and share your experiences.

Bio: Lynn Knight has been with the Nekoosa School District for over 10 years. Prior to that she worked in a public accounting firm auditing school districts. Lynn is a past president of the WASBO Board of Directors and is an ASBO Director candidate for the fall 2021 election.

Bio: Attorney Julie Lewis practices employment, employee benefits, ERISA and education law in Wisconsin and Minnesota. She is legal counsel to public and private employee benefit plans and trusts and provides legal services to Wisconsin school districts.

Bio: Linda R. Mont, RHU, CSRM, has over 30 years of experience providing employee benefit consulting services to government entities. Her consulting expertise includes actuarial valuations, regulatory compliance, plan audits and workplace wellness.

Back to the Top


So, You Are Thinking About a District Survey?
Kelly Smith, Vice President – Springsted

Surveys are a great tool to gather information about how your district residents feel about issues within your district. Find out more about the differences between scientific random sample surveys and opt-in surveys along with other pertinent information in this presentation.

Bio: Dr. Kelly D. Smith is a vice president and client representative in Springsted’s Public Education Group. He previously served for 24 years as superintendent in Minnesota in several outstate districts, is a past president of the Minnesota Association of School Administrators (MASA), and has experience as a school district business manager in Minnesota.

Back to the Top


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

Special Ed Funding - What You Don't Know Will Cost You (Double Session –  Part 2)
Marcy Doud, Assistant Superintendent of Specialized Programs – West St. Paul-Mendota Heights-Eagan Area Schools; Renae Ouillette, Executive Director of Student Services – Lakeville Area Schools; Cheryl Johnson, Executive Director – Goodhue County Education District

In this session, we will start with the basics of special education funding, and discuss the importance of clean data in the State Aid Report and Tuition Billing Reports as well as look at cross-subsidy inequities. You will leave with talking points to share with your legislators.  Bring your laptop or device for this interactive session.

Bio: Marcy Doud is in her 20th year as an administrator in special education. She holds a master’s degree in emotional behavioral disorders, an autism specialist certification, a specialist degree as a director of special education, and superintendent’s license.

Bio: Renae is the Lakeville Area Schools Executive Director of Student Services, a cabinet level position she has held for four years. She also served for 12 years as the director of special education. She is an active member of the Minnesota Administrators for Special Education (MASE) and the Minnesota Association of School Administrators (MASA) and has been a guest lecturer on special education finance at both Hamline University and Saint Mary’s University.

Bio: Cherie Johnson is in her twelfth year at the Goodhue County Education District. Prior to working in Goodhue County, Cherie was the assistant director of special education for the Red Wing School District. Cherie received her master’s in special education at Marywood University in Pennsylvania. She received her Director of Special Education Administrative license from the University of Minnesota. She has served on the MASE Board and MASE and MASA committees for nine years.

Back to the Top


Insights Into Pharmacy Benefit Management, Drug Trends and the Future
Scott Schnuckle, Senior Vice President, Pharmacy & Business Development – HealthPartners

Prescription drugs are a common component of comprehensive health care coverage. While pharmacy cost used to be 8 to 10 percent of total health care costs, it's now in the 20 percent range and exceeding inpatient costs. Attend this session to learn more about prescription drugs, how they impact our health and what we're doing to manage rising costs.

Bio: Scott Schnuckle is the senior vice president with responsibility for pharmacy and general business development for HealthPartners. He has senior leadership responsibility for the pharmacy health plan business and HealthPartners’ owned pharmacies, in addition to partnering on business development activities for the company.

Back to the Top


Understanding the Preparation for the Annual Audit — CPE
Brad Falteysek, Government Partner - Abdo, Eick & Meyer; Brian Kahl, Manager – Abdo, Eick & Meyer

This session will provide information on why certain things are prepared in the audit (engagement letter, MD&A, OPEB, etc.) and what is the responsibility of the business office.

Bio: Brad joined Abdo, Eick & Meyer in 1998, and during that time has overseen a range of audit engagements—including municipal, fire relief, and school district—for entities throughout Minnesota. He conducts regular seminars on audit preparation and GASB statement implementation. Previously, Brad spent two years working with the Minnesota Office of the Legislative Auditor. He graduated cum laude from Winona State University with a B.S in accounting, and a minor in economics.

Back to the Top


Building Relationships with New Board Members
Gail Gilman, Associate Director of Board Development – MSBA

The learning curve for new board members is high. New school board members must learn about their roles and responsibilities in providing effective leadership for the community in fulfilling its vision and mission for quality education for all students. The process begins with building positive relationships built on open communication, respect and trust.

Bio: Gail Gilman joined the Minnesota School Boards Association team as Associate Director for Board Development in January 2017. Her past career experiences include retiring as Professor Emeritus from the University of Minnesota, where she was specialized in Family Resource Management and served a fifteen county area of south-central Minnesota. Gail then served as Program Developer with the Region Nine Development Commission and the Minnesota Board on Aging serving a twenty-seven county area of southwestern Minnesota. Prior to joining MSBA she was the Regional Resource Development Director for the United Way. Gail attended the University of Minnesota and holds a Bachelor’s and Master’s of Education in Family and Youth Education. She is certified in family and child studies. Gilman currently lives in New Um where she served two terms on the New Ulm Public School Board of Education and held the offices vice chair and clerk.

Back to the Top


Peer Group Discussions (Thursday, 11:50am-12:40pm)

Peer Group Discussions

MASBO members are one of the best sources of information and expertise. In this new session format, you will have the opportunity to hear ideas and solutions from other members, and share yours as well. Just select one topic room (HR/Payroll, Purchasing, Facilities, or New Business Managers) and let the learning begin. You can participate as little or as much as you would like, but come prepared to walk away with information you can take back to your district, and connections to help you in the future.

Back to the Top


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

MDE Revenue Simulation Model
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools; Wayne Miller, Finance Coordinator – Region 1

Explore the MDE Revenue Simulation Model and learn how you can make this revenue model work for your district needs

Bio: Prior to joining Duluth Schools, 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.

Back to the Top


There is Such a Thing as Free Lunch ... and Breakfast, Year Three, Lessons Learned
Kevin Wellen, Superintendent – Menahga Schools

A year and a half ago, Menahga went from 50% free/reduced meals to providing every student free meals and all you can eat fruit and veggie bar in just three weeks. In our third school year it is still free for all students. See how we paid for it with previously untapped compensatory revenue. Leave asking why we don’t have universal free meals for all students?

Bio: Kevin Wellen is superintendent for the Menahga School District with thirty years of experience in education. Twenty-one of those years are in administration. Kevin is a graduate of St. Cloud State University, and is currently ABD in their doctoral program. He has seen firsthand what food security can do for student learning and finally figured out how to pay for it with state dollars. The result is now an advocacy for universal meals for ALL students.

Back to the Top


The ABC's of RFP's — CPE
Pat Harris, Purchasing – Intermediate District #287/NE Metro 916; Jackie Milnes, Purchasing Manager – Rochester Public Schools

You have decided to issue an RFP — what’s next? This session will provide information on what components are in an RFP and why specific items are needed in the RFP. Sample RFPs for concrete items (e.g., classroom desks or a vehicle) and subjective items (e.g., garbage services, a realtor, an auditor) will be reviewed as well as the thresholds for RFPs.

Back to the Top


Handling a Serious Injury Case
Aaron A Dean, Attorney – Moss & Barnett; DeeDee Kahring, Director of Finance & Operations – Eastern Carver County Schools

Learning objectives for this seminar will include:

  • How to handle an inspection by federal OSHA or MN OSHA.
  • Interviews of employees, both management and non-management.
  • Responding to subpoenas or informal requests for information from the government.
  • Defending OSHA citations and assessing the impact of citations to other potential or existing litigation.
  • Possible personal liability and criminal liability for company officers/executives if there is a serious injury or fatality.

Bio: Aaron’s 20-year legal career spans all facets of the construction industry. Aaron has handled more than 100 OSHA investigations and cases for contractors in Minnesota, Iowa, North Dakota, and Colorado. Aaron received his J.D., summa cum laude, from William Mitchell College of Law and his B.A. from Lafayette College.

Bio: DeeDee Kahring has acquired a background of finance experience through her work in school districts, hospitals and corporations in the upper Midwest over the past 30 years. Past roles include vice-president for Springsted, finance director for the Cambridge-Isanti Schools. DeeDee is a Certified Administrator of School Finance & Operations.

Back to the Top


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

MDE Revenue Simulation Model (Repeat Session)
Cathy Erickson, CFO, Executive Director of Business Services – Duluth Public Schools; Wayne Miller, Finance Coordinator – Region 1

Explore the MDE Revenue Simulation Model and learn how you can make this revenue model work for your district needs

Bio: Prior to joining Duluth Schools, 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.

Back to the Top


Using B3 Benchmarking to Realize Energy Savings
Cheri Scheider, LEED AP – The Weidt Group; Scott Hogen, Director of Facilities – Mankato Area Public Schools

Mankato Area Public Schools is one of the Minnesota school districts that was recently recognized for their energy saving accomplishments. Join us for an overview of B3 Benchmarking and to explore how they used B3 Benchmarking and other processes to realize these savings.

Back to the Top


Career & Technical Education
Shelli Sowles – MDE; Joel Larson, Program Specialist CTE – MDE; Jan Carlson, Education Finance Specialist – MDE; Deb Meier, Education Finance Specialist – MDE

Learn what is needed for the CTE proposed budget that is due to MDE in May (including how CTE programs and instructors are approved for your district) and the actual CTE expenditures that are due to MDE in September and how it affects your district's levy certification.

Bio: Joel Larsen is a program specialist in career and technical education at the Minnesota Department of Education. Joel is responsible for the Career and Technical Education Levy program, working with leadership for Minnesota Information Technology (MNIT) and the School Finance division to manage the programs and funding for each local school district. He serves as a program specialist in Agriculture, Food, and Natural Resources Education in Minnesota, and the Minnesota FFA Association.

Bio: Shelli Sowles is the CTE Coordinator at the Minnesota Department of Education. Shelli has been an advocate for Career and Technical Education for over a decade while serving districts, schools, teachers, and students in various roles. She is currently the lead for the Career and Technical Education Levy web-based reporting system, and happy to answer your questions about the levy.

Bio: Jan Carlson works for the Minnesota Department of Education in the School Finance Division. Jan is part of the General Education and Categorical Funding division, and has many years of experience with the Career and Technical Education Levy.

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

Back to the Top


Employee Investigations & Discipline Management/Union Point-Counter Point
Jim Martin, Senior Attorney – Booth Law Group; Deb Corhouse, Staff Attorney – Education Minnesota

Jim Martin, an attorney from Booth Law Group and Deb Corhouse, an attorney from Education Minnesota will provide point and counter point on employee investigations & discipline from a management perspective and a union perspective. This session will provide some interesting and lively discussion.

Bio: Jim Martin began practicing employment and labor law in 1989, and 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 Public Schools and five years as director of human resources with the St. Louis Park Public Schools.

Bio: Deb is completing her 20th year as a staff attorney with Education Minnesota and is an MSBA-certified Labor-Employment Law Specialist. Prior to practicing law, she was a first grade teacher.

Back to the Top


Opening Session (Friday 9:00-9:50am)

Legislative Update
Valerie Dosland, MASBO Lobbyist – Ewald Consulting

Back to the Top


ESSA Update – Fiscal Transparency
Ashleigh Norris, Information Officer – MDE; Katherine Edwards, State Program Coordinator – MDE

The Every Student Succeeds Act requires all states report per-pupil expenditures by school site. This new level of financial transparency aims to promote equity across schools. Hue Nguyen from MDE will provide MASBO with an update on the status of this fiscal transparency.

Back to the Top


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

Emerging Issues and Impacts of Risk Management in Schools (Double Session –  Part 1)
Amy Diedrich, Consultant – Marsh & McLennan Agency LLC; Jim Westrum, Executive Director of Finance and Business Service – Wayzata Public Schools; Steve Anderson, Business Manager – Proctor Public Schools; Tom Strasburger, Vice President, Strategic Alliances – PublicSchoolWORKS

Risk management in schools is more than having insurance and understanding and managing the dynamic nature of risks in schools. Risks range from everyday occurrences such as trips and falls, to bus accidents, tornadoes and floods. Emerging issues such as drones, international field trips, and cybersecurity pose additional challenges to a district’s risk management plans. How does your school district identify and mitigate these risks and control losses? Learn about proactive school risk management measures from expert risk managers.

Bio: Amy Diedrich is an employee benefits and property and casualty insurance consultant with Marsh & McLennan Agency. Prior to joining Marsh & McLennan Agency, Amy worked as a benefits consultant for another broker. Before that, she was the benefits coordinator for Minnetonka Public Schools where, in addition to managing their benefits program, she served as president of the local union for multiple terms. This gave her intimate knowledge of the workings of collective bargaining relationships along with an acute awareness of the various levels and roles of government and how they relate to public institutions.

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: Tom Strasburger is Vice President, Strategic Alliances for PublicSchoolWORKS, the leading provider of web-based staff safety, training and compliance management systems for schools. He works to develop and execute strategic relationships that build the PublicSchoolWORKS brand and support company growth. He leverages his extensive knowledge of school safety and compliance and more than 20 years of school industry experience to drive the mission and strategy of PublicSchoolWORKS to address the challenges schools face with staff and student safety. He has a keen sense for school district needs and is passionate about supporting their health and safety initiatives. Tom has presented on safety, social and emotional, crisis response and other school concerns at numerous education conferences in both the United States and Canada. He has provided support for many education organizations, including as an active member of the Association of School Business Officials International Risk Management Committee since 2005.

Back to the Top


Retirement Plan Dynamics – Leveraging Data to Drive DecisionsCPE
Mark Melnychuk, Investment Advisor – Gallagher

This session will cover:

  • Leveraging workforce data to leverage retirement plan results that can affect retirement plan income-replacement ratios, health insurance claims cost, workers compensation claims cost.
  • Leveraging data to create and deploy strategic plan design, plan communications initiatives.
  • Strategy of utilizing analytical tools to maximize your investment in your retirement plan, including how to analyze your retirement spend Return on Investment (ROI).
  • Guiding principles of positive retirement plan participant outcomes through best practices
  • Mitigation of retirement plan liability.

Bio: Mr. Melnychuk has extensive experience and background with the design and implementation of: 401(k), profit sharing, defined benefit pension, target benefit, non-qualified deferred compensation, foundation and charitable trusts.

Back to the Top


Understanding the Scope and Complexity of School Nutrition Programs and their Value within Districts
Vickie J. Speltz, Food Service Director – Lewiston-Altura ISD; Amy Thering, Business Specialist, Child Nutrition Program – Anoka-Hennepin ISD; Connie Meyer, School Board Chair – Lewiston-Altura School District #857

District-controlled food service programs bring exceptional value to students and school communities: access to healthy, balanced school meals supports better attendance, mental acuteness and improved overall student academic performance. Fiscally strong and nutritionally sound school meal programs are far more detailed than balancing the dollars and cents. We will share the need for school nutrition programs, and the complexities and challenges to keeping them solvent.

Bio: Vickie Speltz is food service director for Lewiston-Altura District #857, and currently the president-elect for the Minnesota School Nutrition Association. Vickie has been in food service for 34 years, including 22 years with the Lewiston/Altura District, and she drives the school bus twice a day!

Bio: Amy Thering is the Child Nutrition Programs, Business Specialist for Anoka-Hennepin ISD #11, and currently the president of the Minnesota School Nutrition Association. Amy has been in school nutrition since 2006 and previously worked as the business systems manager for St. Paul Public Schools.

Back to the Top


What Does a District Need to Know about Allowable/Restricted LTFM Expenditures and Current 2019 Legislation
Sarah C. Miller, Education Finance Specialist II – MDE

This session will provide a detailed look at the LTFM allowable and restricted expenditures as defined by statute, and will include a segment on frequently asked questions. Sarah Miller will also give an update on current 2019 Legislative LTFM issues.

Bio: Sarah Miller has been employed as director of business affairs 12 years with three Minnesota School Districts and 8.5 years with MDE. She is an education finance specialist on Budget/Facilities for Long-Term Facilities Maintenance (previously Financial Management). Sarah has a B.S. degree in business administration, and has been a MASBO member for 20 years.

Back to the Top


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

Emerging Issues and Impacts of Risk Management in Schools (Double Session –  Part 2)
Amy Diedrich, Consultant – Marsh & McLennan Agency LLC; Jim Westrum, Executive Director of Finance and Business Service – Wayzata Public Schools; Steve Anderson, Business Manager – Proctor Public Schools; Tom Strasburger, Vice President, Strategic Alliances – PublicSchoolWORKS

Risk management in schools is more than having insurance and understanding and managing the dynamic nature of risks in schools. Risks range from everyday occurrences such as trips and falls, to bus accidents, tornadoes and floods. Emerging issues such as drones, international field trips, and cybersecurity pose additional challenges to a district’s risk management plans. How does your school district identify and mitigate these risks and control losses? Learn about proactive school risk management measures from expert risk managers.

Bio: Amy Diedrich is an employee benefits and property and casualty insurance consultant with Marsh & McLennan Agency. Prior to joining Marsh & McLennan Agency, Amy worked as a benefits consultant for another broker. Before that, she was the benefits coordinator for Minnetonka Public Schools where, in addition to managing their benefits program, she served as president of the local union for multiple terms. This gave her intimate knowledge of the workings of collective bargaining relationships along with an acute awareness of the various levels and roles of government and how they relate to public institutions.

Bio: Jim Westrum's responsibilities as the Executive Director of Finance and Business Services for Wayzata Public Schools include administrative oversight for Wayzata’s self-funded employee health plan. Jim is a founding member of the MN Self-Funded User Group, a voluntary, peer-to-peer professional learning organization dedicated to the goals of knowledge and confidence building for administrators and labor leaders toward continuous improvement of school districts' employee health plans.

Bio: Tom Strasburger is Vice President, Strategic Alliances for PublicSchoolWORKS, the leading provider of web-based staff safety, training and compliance management systems for schools. He works to develop and execute strategic relationships that build the PublicSchoolWORKS brand and support company growth. He leverages his extensive knowledge of school safety and compliance and more than 20 years of school industry experience to drive the mission and strategy of PublicSchoolWORKS to address the challenges schools face with staff and student safety. He has a keen sense for school district needs and is passionate about supporting their health and safety initiatives. Tom has presented on safety, social and emotional, crisis response and other school concerns at numerous education conferences in both the United States and Canada. He has provided support for many education organizations, including as an active member of the Association of School Business Officials International Risk Management Committee since 2005.

Back to the Top


All About ADSIS
Rebecca Nies, Alternative & Prevention Services Specialist – MDE; Jill Bemis – MDE

Alternative Delivery of Specialized Instructional Services (ADSIS) is an application process for districts and charter schools to apply for state special education aid. Districts are expected to align the ADSIS program within their existing continuum of supports, collect data as specified in the application, and submit evaluation information to MDE each year to determine program impact. This session will explain how the process works, how it affects your cap, and how can you tell what you are actually receiving in funding.

Back to the Top


Crowdfunding Best Practices for K–12 School Business Officers
Jill Frey, Vice President, Midwest Region – Horace Mann Companies; Kirk Smiley , Principal Director, Advocacy and Public Partnerships – DonorsChoose.org; John Murphy, Region Executive – Horace Mann Companies

Crowdfunding is becoming a viable funding source for schools across the states, filling resource gaps and providing strategic acceleration for academic programs. However, because the practice is poorly understood, it may result in unexpected liabilities without the proper partners and safeguards in place. Learn how to maximize your teachers’ participation in crowdfunding

Bio: Kirk leads DonorsChoose.org's work with school districts, state leaders, and education associations, helping them leverage the platform to serve their educational priorities and bring the most support to their teachers and students. He also leads the organization's efforts to develop new partnerships with leagues, teams, athletes, and companies in the sports industry. He joined DonorsChoose.org in 2007, originally directing Indiana statewide expansion and then managing corporate and foundation partnerships for 10 years.

Back to the Top


Food Service Resource Management
Kala Constant, School Nutrition Programs – MDE; Deb Lukkonen, Supervisor of School Nutrition Programs – MDE

A major part of the Healthy, Hunger-Free Kids Act of 2010 required increased participation and cooperation from school business managers towards maintaining the financial health & integrity of school meal programs. This session will provide an overview of the resource management process as well as a closer look at the four focus areas that are the key areas of the school nutrition administrative review: maintenance of the nonprofit school food service account; paid lunch equity; non-program food revenue; and indirect costs and chargebacks.

Bio: Kala joined MDE in April 2016 as the department’s first School Nutrition Programs Resource Management Specialist. This newly created position was designed to navigate the financial review requirements for the USDA School Nutrition Programs Administrative Review. Kala has 15 years school district experience in Iowa where she ensured compliance with state and Federal regulations as well as performed all budgeting and accounting functions for the district’s School Nutrition Programs. Kala’s background includes a B.S. in Accounting from Colorado State University and an SNS credential from the School Nutrition Association.

Bio: Deb Lukkonen is the Supervisor of School Nutrition Programs for the Minnesota Department of Education. Supervising a staff of 15, she is a registered dietitian and school nutrition specialist. She brings 30 years of experience in the Child Nutrition field including work in monitoring school nutrition programs, conducting menu analysis, implementing USDA regulations, and delivering nutrition and systems training to school food service customers throughout the state. Ms. Lukkonen has also served as the Executive Director of the Minnesota School Nutrition Association, and as an instructor at various technical colleges. Deb is especially excited to develop and strengthen state-wide partnerships in order to find new opportunities that will have a greater impact on the wellness of children and their families.

Back to the Top


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

Special Education Data Reporting Application (SEDRA)
Beth Tomlinson, Special Education Funding & Data Team – MDE

The Special Education Data Reporting Application (SEDRA) system was used for the first time during FY2018. MDE staff will review FAQ's and offer additional tips and shortcuts.

Back to the Top


IowA - Identified Official With Authority
Melody Pomerenke, MISMS Secured Sites Project Manager – MDE; Michael Virnig – MDE

Learn how the IowA functions, what the IowA should and should not do, how employees are approved for MDE systems, what the various user options are in each MDE system and what information is available to the public.

Back to the Top


What Does a District Need to Know about Allowable/Restricted LTFM Expenditures and Current 2019 Legislation (Repeat Session)
Sarah C. Miller, Education Finance Specialist II – MDE

This session will provide a detailed look at the LTFM allowable and restricted expenditures as defined by statute, and will include a segment on frequently asked questions. Sarah Miller will also give an update on current 2019 Legislative LTFM issues.

Bio: Sarah Miller has been employed as director of business affairs 12 years with three Minnesota School Districts and 8.5 years with MDE. She is an education finance specialist on Budget/Facilities for Long-Term Facilities Maintenance (previously Financial Management). Sarah has a B.S. degree in business administration, and has been a MASBO member for 20 years.

Back to the Top


Fraud Detection CPE
Steve Wischmann, Audit, Forensic and Risk Services Partner – BerganKDV; Michael Bosl, Audit Manager – BerganKDV

This session will provide an overview of some of the most prevalent forms of fraud, including examples of fraud within school districts. Attendees will learn the red flags of fraud risk within their districts, along with fraud prevention tips and resources.

Bio: With more than 31 years of experience, Steve Wischmann provides expertise in governmental audits, forensic accounting and investigations, and enterprise risk assessments. Steve provides service to numerous governmental audit clients such as cities, schools, colleges and universities, and performs forensic accounting projects and enterprise risk assessments to BerganKDV clients. Steve received a B.A. from St. Cloud University, graduating magna cum laude. He is involved with the St. Cloud Lions Club, St. Cloud All City Marching Band, National and Minnesota GFOA, MASBO, and the Twin Cities Chapter Certified Fraud Examiners.

Back to the Top


Changing Times In Public Defined Benefit and 403(b) Plans
Kent Schutte – EFS Advisors

Pressure continues to increase on the future viability of Defined Benefit (DB) plans for governmental and public-school employees. This session will review what legislation in other states is being introduced to offset potential future liabilities. Will also discuss changes occurring in 403(b) plans and the significant value public and charter schools are finding when implementing auto enrollments in 403(b) plans.

Back to the Top


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

ABC's of Booster Clubs
Jennifer Earley, Attorney – Ratwik, Roszak & Maloney, PA; Nathan Shepherd, Associate Attorney – Ratwik, Roszak & Maloney, PA

A school’s activities and athletic programs can bring communities together and be a source of school spirit. While budgeting for these programs can cause headaches for administrators, accepting help from booster clubs or volunteers and raising revenue through advertising creates its own set of legal hurdles. This presentation will discuss two common ways schools can supplement their activities & athletic funding—advertising and booster clubs—while complying with the law. This presentation also will ensure that administrators are up to speed on all the unique wage and hour rules and other potential areas of liability that apply to coaches and volunteers that help run school programs.

Bio: Jennifer Earley is a shareholder of Ratwik, Roszak & Maloney. She has over two decades of experience representing school districts on day-to-day matters. Jennifer is legal counsel to many school districts across the state of Minnesota, handling a wide variety of school law issues ranging from student discipline to employee termination to labor relations. She is a frequent speaker and provides training to district administrators and staff on many issues including data privacy, the Open Meeting Law, bullying, harassment, discrimination, and employee discipline. Jennifer graduated from William Mitchell College of Law, where she was a published author in the William Mitchell Law Review.

Bio: Nathan Shepherd is an associate with Ratwik, Roszak & Maloney, where he advises school and municipal clients in all areas of municipal law, school law, labor and employment law, and litigation.

Back to the Top


Special Education Data Reporting Application (SEDRA) (Repeat Session)
Beth Tomlinson, Special Education Funding & Data Team – MDE

The Special Education Data Reporting Application (SEDRA) system was used for the first time during FY2018. MDE staff will review FAQ's and offer additional tips and shortcuts.

Back


to the Top

 

Charter School Lease Aid
Jenny Charles, Education Finance Specialist II – MDE

Learn the steps that a charter school needs to follow to have their lease aid application approved by MDE. Detailed information will be provided on these steps and the pitfalls that charter schools fall into which can delay the processing of their application.

Back to the Top


Tiered Licensing, PELSB, Star Reporting
Kat Anthony-Wigle, STAR Coordinator – PELSB; Emily Busta, Licensing Specialist – PELSB

Updated information will be provided on the following topics: the new Tier Licensing system, PELSB - Professional Educator Licensing and Standards Board, what happened to variances, how tier licensing works with the STAR report and frequently asked questions.

Back to the Top



This website is optimized for Firefox and Chrome. If you have difficulties using this site, see complete browser details.
Copyright © 2019 Minnesota Association of School Business Officials (MASBO). All rights reserved.
Legal