2020 Winter Conference Agenda

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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.


Thursday, February 6

7:30-8:30am

Registration

8:30-9:30am

General Session
Welcome & Opening Announcements
Legislative Platform Review — Valerie Dosland, MASBO Lobbyist
MDE Mainframe Modernization Update — Terri Yetter, Assistant Director, Division of School Finance – Minnesota Department of Education; Laura Wakefield, MNIT Project Manager

9:30-9:45am

Break

9:45-10:35am

Breakout Sessions

Mindset: Choose WiselyCPE
Download handout (PDF)
Jenna Fromm, CEO – Palmer Bus Service

Special Ed Funding 101
Download handout (PDF)
Nan Records, Regional Low Incidence Facilitator – Sourcewell

HR/Payroll 101
Download handout (PDF)
Elizabeth Sullivan, SHRM-CP, Compensation and Benefits Supervisor – SWSC

Testifying at the Legislature
Download handout (PDF)
Valerie Dosland, Director of Government Affairs – Ewald Consulting

10:35-10:45am

Break

10:45-11:35am

Breakout Sessions

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

Community Engagement: Keys to Referendum Success
Download handout 1 (PDF)
Download handout 2 (PDF)
Sue Peterson, Project Manager – School Perceptions; Tony Sjolander, Director of Project Planning and Development – Kraus-Anderson

Succession Planning
Download handout (PDF)
Leah Davis, President & Partner – Abdo, Eick & Meyers - Workforce Solutions

Implicit Bias: The Big Trust Buster
Download handout (PDF)
Regina Seabrook, Program Manager for Professional Development – Equity Alliance MN

11:35am-12:30pm

Lunch

12:30-1:20pm

Breakout Sessions

Settlement Costing 101
Download handout 1 (PDF)
Download handout 2 (PDF)
Download handout 3 (PDF)
Tiffany Gustin, Associate Director of Management Services – MN School Boards Association

UFARS Hot Topics (Repeat Session)
Download handout (PDF)
Deb Meier, Education Finance Specialist 2 – MDE; Molly Koppes, Education Finance Specialist 2 – MDE

Debt Debate - Unite Your Community Around School Meal Charge Polices
Download handout (PDF)
Vickie J. Speltz, Food Service Director – Lewiston/Altura ISD; Jennifer Backer-Johnson, Superintendent – Lewiston/Altura ISD 857

Creating a Culture of Sustainability
Download handout (PDF)
Sara Paul, Assistant Superintendent – White Bear Lake Area School District; Madison Carroll, School Board Student Liaison – White Bear Lake Area Schools; Dan Roeser, Operations Coordinator – White Bear Lake Area Schools; Dan Bosch, Principal – White Bear Lake Area Schools

1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

Legal Considerations and Effective Interview Techniques for Investigations and Interactive Process Meetings
Download handout (PDF)
Mick Waldspurger, Shareholder – Rupp, Anderson, Squires, and Waldspurger, P.A.

Long-Term Facilities Maintenance (LTFM) Review - Old and New TopicsCPE
Download handout (PDF)
Sarah C. Miller, Educational Finance Specialist – Minnesota Department of Education

School District Contracting - Obligations and Limits
Download handout (PDF)
Joe Langel, Partner – Ratwik, Roszak & Maloney

Braiding Funds to Build High-Quality Early Childhood Programs
Download handout (PDF)
Mike Brown, Education Specialist, Early Learning Services – Minnesota Department of Education; Jon VanOeveren – Minnesota Department of Education

2:20-2:30pm

Break

2:30-3:20pm

Peer Group Discussions

HR/Payroll
Elizabeth Sullivan, Compensation & Benefits Supervisor – SWSC

Purchasing
Pat Harris, Purchasing Manager – ISD 287

Facilities
Kerry Leider, Construction Administration Consultant

Budgeting
Marie Schrul, Controller – St. Paul Public Schools

Friday, February 7

7:30-8:00am

Registration

8:00-9:00am

Resource Committee Meetings

9:00-10:10am

General Session & Keynote

From Diva Dogs to Do-Overs: A Dog Musher's Perspective on Unleashing the Wild Side of School Business Officials
Chris Heeter, Leadership Speaker/Wilderness Guide, Poet – The WILD Institute

10:10-10:20am

Break

10:20-11:10am

Breakout Sessions

Work Wild: A Deeper Dive into the Wild Approach and Lessons Learned from the Back of a Dog Sled
Chris Heeter, Leadership Speaker/Wilderness Guide, Poet – The WILD Institute

Construction Contract Review
Download handout (PDF)
Jocelyn Knoll, Attorney – Dorsey & Whitney, LLC; DeeDee Kahring, Director of Finance & Operations – Eastern Carver County Schools

The Investment GameCPE
Download handout (PDF)
Brian Johnson, Director – PFM Asset Management LLC/MSDLAF+; Danny Nelson, Senior Managing Consultant – PFM Asset Management LLC/MSDLAF+

What is "Just Cause" Anyway?
Download handout (PDF)
Ann Goering, Partner – Ratwik, Roszak & Maloney

11:10-11:20am

Break

11:20am-12:10pm

Breakout Sessions

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

Lease Accounting is Changing, Are You Ready?CPE
Download handout (PDF)
Chad Hess, Senior Auditor – Abdo, Eick & Meyer

Data Privacy and Information Requests
Download handout (PDF)
Jim Martin, Attorney/Ower – Martin Law Firm PLLC

Transportation Liability Concerns
Download handout 1 (PDF)
Download handout 2 (PDF)
Trevor Helmers, Attorney – Rupp, Anderson, Squires and Waldspurger, PA

12:10-1:00pm

Lunch

1:00-1:50pm

Breakout Sessions

Change Management - It is About the People
Download handout (PDF)
Dr. Tony Davis, Academic Advisor – PowerSchool, LLC

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

Being Proactively Reactive with Your Budget and Strategic Plan
Download handout (PDF)
Bob Manikas, Senior Account Executive – Forecast5 Analytics; Julie Cink, Executive Director of Business Services – Prior Lake-Savage ISD 719

Using Advanced Excel in the School Business Environment
Download handout (PDF)
Randy Anderson, Director of Business Services – No. St. Paul- Maplewood-Oakdale School District #622

1:50-2:00pm

Break

2:00-2:20pm

Mini-Modules Breakouts

Sale of District Computers
Download handout (PDF)
Kimberly Eisenschenk, Director of Technology – ISD 728

Google Calendar: Your Personal Assistant
Download handout (PDF)
Ashley Protivinsky, Education Consultant – Sourcewell

Look Out — It's Outlook
Link to handout (Google Docs)
Mary Mehsikomer, Outreach Facilitator – Sourcewell

Addressing Common FLSA and Minimum Wages Issues in Schools
Download handout (PDF)
Nathan Shepherd, Attorney – Ratwik, Roszak & Maloney

2:20-2:25pm

Break

2:25-2:45pm

Mini-Modules Breakouts

Sale of District Computers (Repeat Session)
Download handout (PDF)
Kimberly Eisenschenk, Director of Technology – ISD 728

Google Calendar: Your Personal Assistant (Repeat Session)
Download handout (PDF)
Ashley Protivinsky, Education Consultant – Sourcewell

Look Out — It's Outlook (Repeat Session)
Link to handout (Google Docs)
Mary Mehsikomer, Outreach Facilitator – Sourcewell

Addressing Common FLSA and Minimum Wages Issues in Schools (Repeat Session)
Nathan Shepherd, Attorney – Ratwik, Roszak & Maloney


Breakout Sessions (Thursday, 9:45-10:35am)

Mindset: Choose Wisely – CPE
Jenna Fromm, CEO – Palmer Bus Service

Our beliefs lead to our behaviors, and our behaviors lead to outcomes. This presentation will take a look at our underlying beliefs, challenge those that are not helpful, resulting in changed behavior and affecting more positive outcomes. Based on the research of Carol Dweck and also the book, "Grit" by Angela Duckworth, we will take a look at how changing mindset can change everything.

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

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Special Ed Funding 101
Nan Records, Regional Low Incidence Facilitator – Sourcewell

Special ed funding is extremely complex. This session will provide a 30,000 ft overview of the key concepts and components of federal and state special education funding, as well as how aid is calculated.

Bio: Nan served as the Director of Special Educaiton for the Sherburne/N. Wright Special Education Cooperative from 1999 until her retirement in 2016. She now works as a Regional Low Incidence Facilitator, working with districts in central Minnesota to provide support to teachers serving students with low incidence disabilities, and as an Adjunct Professor at SCSU, teaching special education finance. Nan is the recipient of numerous regional, state and national awards.

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HR/Payroll 101
Elizabeth Sullivan, SHRM-CP, Compensation and Benefits Supervisor – SWSC

A 101 for new business managers or those not familiar with Human Resource and Payroll topics, including Recruitment & Hiring, Compensation & Benefits, Employee Relations, Documentation and Compliance. Multiple resources will be shared including FAQ, a payroll calendar and checklists.

Bio: Elizabeth has worked in the payroll, finance and HR departments of SWWC for almost 16 years and is a certified human resources professional through SHRM. She also manages Regional HR Support for ESV regions I, II, IV and V.

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Testifying at the Legislature
Valerie Dosland, Director of Government Affairs – Ewald Consulting

Testifying at the legislature can be intimidating. In this session, you will better understand what happens when you testify, and learn tips to help you best prepare. Whether you are asked on behalf of your district, MASBO or another organization, this session will help to demystify testifying, and help you provide input to state lawmakers.

Bio: Valerie Dosland, the Director of Government Affairs at Ewald Consulting, provides government relations and lobbying services in the areas of early childhood and K-12 education. She assists her clients in policy development, lobbying and monitoring of legislative activities as well as grassroots development and engagement.

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

UFARS Hot Topics
Deb Meier, Education Finance Specialist 2 – MDE; Molly Koppes, Education Finance Specialist 2 – MDE

Due to the increased interest by several stakeholders, this session will focus on changes to UFARS for Safe Schools Levy (Finance Code 342), Basic Skills (Finance Code 317) and Basic Skills Extended Time (Finance Code 309).

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

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

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Community Engagement: Keys to Referendum Success
Sue Peterson, Project Manager – School Perceptions; Tony Sjolander, Director of Project Planning and Development – Kraus-Anderson

Voters are more likely to support a plan that they understand and had a voice in creating. In this presentation, you will learn how to design and use a community-wide survey to educate stakeholders on the needs of the district and gather data to finalize the solution. Hear firsthand how the community engagement process has helped school districts across the state pass both levies and bonds.

Bio: Sue Peterson is a project manager and strategic communications specialist at School Perceptions.Sue has an extensive background in community organizing, program development, grant writing and communications.She has helped non-profits, governmental agencies and school districts with strategic planning, program and charter school development, fundraising, referendum planning and branding.

Bio: Tony Sjolander, Director of Project Planning and Development for Kraus-Anderson has worked with over 80 school districts to facilitate educational facility condition assessments, community engagement, consensus building and referendum campaigns with an 89% passage rate. He has over 35 years of project planning experience.

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Succession Planning
Leah Davis, President & Partner – Abdo, Eick & Meyers - Workforce Solutions

With the increasing rate of retirements, shortened employee tenure trends within the current workforce, and an extremely competitive labor market, succession planning for key employees is a major pain point for most employers. Join Leah Davis, President of AEM Workforce Resources, to learn more about what your organization can do to identify your succession planning risks, learn more about steps you can take to be more proactive and intentional about your transition plan, and build a culture of training and development that promotes organizational continuity.

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Implicit Bias: The Big Trust Buster
Regina Seabrook, Program Manager for Professional Development – Equity Alliance MN

Our brain takes in 11 million bits of information per second, but is only able to process 40 of those bits. The information we filter affects how and why we make the decisions we do. Learn more about implicit bias, the impact implicit bias has on our decision-making, and how we can actively shift our behavior, attitudes, and actions as school leaders to ensure that we are engaging with others from a place of greater awareness and better supporting our district's educational equity goals.

Bio: Regina Seabrook is the Program Manager for Professional Development at Equity Alliance MN. She plans, coordinates, and provides equity focused professional and organizational learning in collaborative partnership with school leaders and for a network of schools, districts, and nonprofit organizations focused on improved educational outcomes for all students. Ms. Seabrook is a 20 year veteran educator.

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

Settlement Costing 101
Tiffany Gustin, Associate Director of Management Services – MN School Boards Association

Costing a collective bargaining agreement (CBA).What are common costing terms and concepts discussed at the bargaining table?What items should be included when costing the CBA?Get some pointers on ways to communicate the costs of the CBA with the union, the district’s negotiations committee and school board members.

Bio: After serving as a school business official for 10 years, Tiffany joined the MSBA staff in August of 2019.She received a Bachelors degree in Business Administration from the University of MN – Duluth and her Masters in Business Administration from Bethel University.

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UFARS Hot Topics (Repeat Session)
Deb Meier, Education Finance Specialist 2 – MDE; Molly Koppes, Education Finance Specialist 2 – MDE

Due to the increased interest by several stakeholders, this session will focus on changes to UFARS for Safe Schools Levy (Finance Code 342), Basic Skills (Finance Code 317) and Basic Skills Extended Time (Finance Code 309).

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

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

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Debt Debate - Unite Your Community Around School Meal Charge Polices
Vickie J. Speltz, Food Service Director – Lewiston/Altura ISD; Jennifer Backer-Johnson, Superintendent – Lewiston/Altura ISD 857

School lunch shaming incidents have sparked an awareness of school meal charge policies. School boards and school nutrition programs must work together to effectively assess and implement charge policies sensitive to family situations and be consistent in ensuring school lunch debt does not take away district funds from students.Learn best practices to present a united front in the community

Bio: Vickie serves as the Food Service Director for the Lewiston-Altura School District and is also a bus driver for the district. She is currently the president for the MN School Nutrition Association. She and her husband have a dairy farm in Rollingston MN. She is an advocate for school nutrition programs and serving her students and staff nutritious meals.

Bio: Jennifer is the Superintendent of Lewiston-Altura School District and her diverse leadership positions allowed her to develop a panoramic view of the overall mission and challenges of education; teacher, coach, activities director, community education coordinator, behavior specialist, chemical health coordinator and principal. She is a regional cohort advisor and faculty member for Saint Mary’s University, mentoring/teaching prospective principals and superintendents.

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Creating a Culture of Sustainability
Sara Paul, Assistant Superintendent – White Bear Lake Area School District; Madison Carroll, School Board Student Liaison – White Bear Lake Area Schools; Dan Roeser, Operations Coordinator – White Bear Lake Area Schools; Dan Bosch, Principal – White Bear Lake Area Schools

Come learn how the White Bear Lake Area School District has created a culture of sustainability in the areas of water conservation, waste reduction, and energy efficiency. Students engage with community partners for local and global impact. Students and District leaders will present data and share collective impact strategies for other communities to replicate.

Bio: Sara Paul serves as the Assistant Superintendent for White Bear Lake Area Schools. She previously served as an Assistant Superintendent for Minneapolis Public Schools and as the Executive Director for Partnership for Youth, a non profit organization in Minnesota. Sara is a Certified Administrator of School Finance and Operations (SFO).

Bio: Madison Carroll serves as the Student Liaison to the School Board and her project focus this year is sustainability.

Bio: Dan Roeser leads the District Operations. He strategically partners with students to lead sustainability efforts, resulting in effective change management and lower energy costs.

Bio: Don Bosch serves as our high school principal. The school's mission statement emphasizes student agency.

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

Legal Considerations and Effective Interview Techniques for Investigations and Interactive Process Meetings
Mick Waldspurger, Shareholder – Rupp, Anderson, Squires, and Waldspurger, P.A.

In this interactive presentation, Mick will cover a variety of important scenarios including the ADA interactive process and the relationship between MDE and PELSB in investigations.

Bio: Michael (Mick) Waldspurger is a shareholder with the law firm of Rupp, Anderson, Squires & Waldspurger, P.A. and represents Minnesota and Wisconsin school districts in all areas of school law, including labor and employment law, special education, student discipline, data practices, board governance, and civil litigation. Mick frequently presents at school workshops, training sessions, and state-wide conferences and has also been a keynote speaker at the national level on labor relations and teacher contract negotiations. He received his B.A., cum laude, from Knox College and his J.D., cum laude, from Marquette University Law School, where he was an Executive Editor of the Marquette Law Review.

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Long-Term Facilities Maintenance (LTFM) Review - Old and New Topics — CPE
Sarah C. Miller, Educational Finance Specialist – Minnesota Department of Education

This presentation is designed to assist school districts, intermediates, cooperatives, charter schools, vendors, and consultants in meeting required, statutory (Minn. Stat. § 123B.595) LTFM program parameters. Requirements for bonded and pay-as-you-go projects. Considerations for revised LTFM ten-year plans. New to the presentation: Excel format of allowable/unallowable projects. Suggested LTFM template examples (board resolution/extract/narrative/other).

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

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School District Contracting - Obligations and Limits
Joe Langel, Partner – Ratwik, Roszak & Maloney

Public sector contracts are regulated by State law to protect public tax dollars. This session reviews the requirements, limitations and exceptions for a variety of common school district contracts.

Bio: Mr. Langel is a shareholder RR&M, and has represented school districts for over 24 years in a variety of contract, real estate and general counsel matters.

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Braiding Funds to Build High-Quality Early Childhood Programs
Mike Brown, Education Specialist, Early Learning Services – Minnesota Department of Education; Jon VanOeveren – Minnesota Department of Education

The importance of early childhood education has gained a lot of attention in recent years. Minnesota has responded by not only increasing funding to existing early childhood programs, but also by creating new programs. While this approach has created challenges for school districts, it has also opened up valuable opportunities. This session focuses on our opportunity to build aligned, high-quality early childhood programming and services by braiding and maximizing funds.

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

Bio: Jon VanOeveren has been with the Minnesota Department of Education Early Learning Services Division since June 2019. He has over six years of experience working in Minnesota school finance including five years with MDE’s School Finance Division. Prior to moving to Minnesota, Jon worked for seven years at the New York City Office of Management and Budget overseeing multiple agencies’ budgets including FDNY and Parks

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Peer Group Discussions (Thursday, 2:30-3:20pm)

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 room:

HR/Payroll: Discussion on Background checks, Hiring, Discipline, Application process and other HR/Payroll topics
Elizabeth Sullivan, Compensation & Benefits Supervisor – SWSC

Purchasing: Topics include use of Amazon, P-cards, Print Management, Copier Maintenance agreements, State Travel program - Travel Leaders
Pat Harris, Purchasing Manager – ISD 287

Facilities: Topics include facilities rental, charges for technology needs (wiring), LTFM, Safety grants
Kerry Leider, Construction Administration Consultant

Budgeting: Budgeting for small district, large district, zero based/centralized/site based methods
Marie Schrul, Controller – St. Paul Public Schools

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Opening Session (Friday 9:00-10:10am)

Keynote: From Diva Dogs to Do-Overs: A Dog Musher's Perspective on Unleashing the Wild Side of School Business Officials
Chris Heeter, Leadership Speaker/Wilderness Guide, Poet – The WILD Institute

Get ready to test your assumptions. As a school business official, you are in a unique position to shape and serve and make a meaningful difference for kids, families and communities. With hilarious and poignant stories from her sled dog team, Chris Heeter brings a Wild perspective to managing incessant amounts of change, thinking on your feet and dealing with a wide variety of personalities, whether they have four legs or two!

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Breakout Sessions (Friday, 10:20-11:10am)

Work Wild: A Deeper Dive into the Wild Approach and Lessons Learned from the Back of a Dog Sled
Chris Heeter, Leadership Speaker/Wilderness Guide, Poet – The WILD Institute

Time to roll up our sleeves in this smaller group environment. We'll dive deeper into the complexities of being a school business official, applying the Wild approach to the challenges inherent in your work. With sled dogs as our guides, we'll explore how to bring . . . and bring out . . . the best in you and your school district.

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Construction Contract Review
Jocelyn Knoll, Attorney – Dorsey & Whitney, LLC; DeeDee Kahring, Director of Finance & Operations – Eastern Carver County Schools

A number of school districts are involved in building projects. A clear and concise construction contract is vital to any district involved in any building or capital project. Learn how to review a construction contract so that it is beneficial to the school district and not the contractor.

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The Investment Game — CPE
Brian Johnson, Director – PFM Asset Management LLC/MSDLAF+; Danny Nelson, Senior Managing Consultant – PFM Asset Management LLC/MSDLAF+

During this session, we will discuss the importance of thinking about interest rate risk and duration when investing school district funds via an investment game. The Investment Game is designed to provide a perspective on how changing interest rates, along with portfolio maturity allocation, can impact investment performance.

Bio: Brian joined PFM’s asset management business in September of 2014 and is a director in the Minneapolis office. Brian advises clients in matters of investment pools, fixed-rate investments, bond proceeds investment and cash flow management needs..

Bio: Danny Nelson joined PFM in 2002 and is currently a senior managing consultant in the Midwest region asset management business. He helps school districts, municipal governments and other public authorities with cash flow analysis and overall investment needs. He provides investment advisory and consulting services, develops investment policies and monitors guidelines and strategy implementation. Danny also provides clients with training and technical and analytical support with respect to their investment portfolios.

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What is "Just Cause" Anyway?
Ann Goering, Partner – Ratwik, Roszak & Maloney

Nearly every collective bargaining agreement and arbitration decision regarding employee discipline talks about “just cause.” But what is “just cause” anyway? This presentation will go through arbitration decisions to show what has been found to constitute just cause, and where employers have failed to establish sufficient grounds to support the disciplinary action they have taken. This session will also offer tips on how to improve the employer’s chances to prevail in acontested discipline case.

Bio: Ann Goering is a shareholder of Ratwik, Roszak & Maloney. She has devoted her career to representing counties, school districts, cities and other public sector entities with respect to a wide range of legal issues. Ann’s areas of practice include all aspects of labor and employment law, municipal law, school law and civil litigation. Ann routinely represents public entities in grievance arbitrations, labor negotiations, employee discipline, student rights, discrimination issues and veteran’s preference act matters. She has extensive experience with respect to the powers and duties of public entities, including data privacy laws and the Minnesota Open Meeting Law. Ann regularly represents her clients in civil litigation and administrative proceedings involving claims of discrimination, civil rights violations and other matters facing public entities. Ann is a frequent speaker at seminars for counties, school districts and other public sector entities.

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Breakout Sessions (Friday, 11:20am-12:10pm)

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

This session will provide additional updates on the changes to the special education formula and updated reports with final FY19 data and estimated FY20 data.

Bio: Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department since 2015 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Lease Accounting is Changing, Are You Ready? — CPE
Chad Hess, Senior Auditor – Abdo, Eick & Meyer

The accouting treatment for leases in changing under GASB Statement No. 87, is your school district ready? Come learn how the accounting standard is changing and what you can be doing now to prepare for a smooth implementation.

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Data Privacy and Information Requests
Jim Martin, Attorney/Ower – Martin Law Firm PLLC

School districts receive requests for a wide variety of information. This session session will provide an overview of student data privacy requirements, what information is public and what's not, plus how district employees should respond to data reqeusts.

Bio: Jim Martin has extensive experience practicing in the 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 a 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 work as a director of human resources for two metro area school districts.

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Transportation Liability Concerns
Trevor Helmers, Attorney – Rupp, Anderson, Squires and Waldspurger, PA

This session will cover the state of the law as it relates to school liability for transportation, including a discussion of recent cases.Schools need to be aware of the law to best avoid, or at least mitigate, costly claims for situations seemingly outside their control.

Bio: Trevor Helmers is a shareholder with the law firm of Rupp, Anderson, Squires & Waldspurger, P.A., practicing in all areas of school law, municipal law, labor and employment law, land use and environmental law, construction disputes, and civil and appellate litigation. He conducts employment investigations and leads contract negotiations, and his litigation experience includes lawsuits, arbitration proceedings, special education hearings, and a host of other administrative actions. Trevor regularly presents on topics from all areas of his practice, including developments regarding student searches and social media concerns for school employees and students. He is a member of the Minnesota Council of School Attorneys, the Minnesota State Bar Association, and the Hennepin County Bar Association, and has served as a Board Member for the Hennepin County Bar Foundation. He earned his B.A. degree with honors and distinction from Iowa State University, and his J.D. degree, cum laude, from the University of Minnesota Law School.

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Breakout Sessions (Friday, 1:00-1:50pm)

Change Management - It is About the People
Dr. Tony Davis, Academic Advisor – PowerSchool, LLC

Change is complex. Most attempts to improve teaching leading an learning fall short of their desired outcomes. Organization struggle with the technical and adaptive challenges often accompanying the implementation of programs and practices linked to improving school and district outcomes and increases in student achievement. This interactive session we will discuss evidence-based change leadership research and strategies to support your leadership and district improvement priorities.

Bio: Tony Davis, Ph.D. is a 28-year veteran of K-12 schools, researcher and former Consulting Director for an education research company from Denver CO. He has done research, developed and implemented practical programs supporting teacher and leader success. His work is utilized by state and local education systems across the country.

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

This session will provide additional updates on the changes to the special education formula and updated reports with final FY19 data and estimated FY20 data.

Bio: Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department since 2015 in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.

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Being Proactively Reactive with Your Budget and Strategic Plan
Bob Manikas, Senior Account Executive – Forecast5 Analytics

School district budgets are complicated, and unplanned changes are a normal part of budget management. Pairing the analysis of current year actuals vs. historical trends with the modeling of various “what-if scenarios,” districts can better prepare for the unexpected.This workshop will review successful strategies for being proactive in your budget analysis, with a focus on process and stakeholder engagement.

Bio: Bob Manikas is a Senior Account Executive at Forecast5 Analytics, Inc. – a technology company focused on data analytics and business intelligence for the public sector. He leads the sales efforts in nine of Forecast5’s 28 active states and holds a Bachelor of Arts degree in Economics from University of Wisconsin-Madison.

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Using Advanced Excel in the School Business Environment
Randy Anderson, Director of Business Services – No. St. Paul- Maplewood-Oakdale School District #622

Learn advanced tools and tricks that you can use to help you in the school environment. This will be a "hands-on" learning session so bring your laptop computer with Excel loaded. Focus will be on tools that can be used in budgeting, negotiations and financial projections.

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Mini-Module Breakouts (Friday, 2:00-2:20pm)

These 20 minute breakouts provide quick access to valuable information before the conference concludes.

Sale of District Computers
Kimberly Eisenschenk, Director of Technology – ISD 728

Learn what Elk River Schools did when they sold a large number of district computers from the RFP process to the final sale.

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Google Calendar: Your Personal Assistant
Ashley Protivinsky, Education Consultant – Sourcewell

In this session, we will take a look at how Google Calendar can take you beyond scheduling your work day and help you track tasks, schedule activities with colleagues, and coordinate your work with your other Google applications. The presenter will share tips, tricks, and resources to help make you a Google Calendar power user.

Bio: Passionate about education, Ashley is a former middle school math teacher and a vital member of the Sourcewell Tech team. You'll hear her friendly voice in many of the company's webinars, online trainings, and conference videos. She serves schools as an Education Technology Consultant presenting and training all over Minnesota and the Upper Midwest to a variety of educational audiences.

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Look Out — It's Outlook
Mary Mehsikomer, Outreach Facilitator – Sourcewell

Is email the bane of your existence? In this session we will look at ways to use more features in Outlook to cut down on your email stress and streamline communications and meetings. The presenter will share tips, tricks, lessons learned, and resources for expanding your efficiency tool kit in Outlook and give you a new outlook on life.

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Addressing Common FLSA and Minimum Wages Issues in Schools
Nathan Shepherd, Attorney – Ratwik, Roszak & Maloney

Can an employee volunteer as a coach? Which employees must get paid overtime, and how much? How do minimum wage laws apply in the School setting? Get practical answers to these questions and more under the Fair Labor Standards Act.

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Mini-Module Breakouts (Friday, 2:25-2:45pm)

These 20 minute breakouts provide quick access to valuable information before the conference concludes.

Sale of District Computers (Repeat Session)
Kimberly Eisenschenk, Director of Technology – ISD 728

Learn what Elk River Schools did when they sold a large number of district computers from the RFP process to the final sale.

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Google Calendar: Your Personal Assistant (Repeat Session)
Ashley Protivinsky, Education Consultant – Sourcewell

In this session, we will take a look at how Google Calendar can take you beyond scheduling your work day and help you track tasks, schedule activities with colleagues, and coordinate your work with your other Google applications. The presenter will share tips, tricks, and resources to help make you a Google Calendar power user.

Bio: Passionate about education, Ashley is a former middle school math teacher and a vital member of the Sourcewell Tech team. You'll hear her friendly voice in many of the company's webinars, online trainings, and conference videos. She serves schools as an Education Technology Consultant presenting and training all over Minnesota and the Upper Midwest to a variety of educational audiences.

Back to the Top


Look Out — It's Outlook (Repeat Session)
Mary Mehsikomer, Outreach Facilitator – Sourcewell

Is email the bane of your existence? In this session we will look at ways to use more features in Outlook to cut down on your email stress and streamline communications and meetings. The presenter will share tips, tricks, lessons learned, and resources for expanding your efficiency tool kit in Outlook and give you a new outlook on life.

Back to the Top


Addressing Common FLSA and Minimum Wages Issues in Schools (Repeat Session)
Nathan Shepherd, Attorney – Ratwik, Roszak & Maloney

Can an employee volunteer as a coach? Which employees must get paid overtime, and how much? How do minimum wage laws apply in the School setting? Get practical answers to these questions and more under the Fair Labor Standards Act.

Back to the Top



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