Total Credits: 18 including 18 MASBO Credit(s), 18 BOSA Credit
The MASBO Institute is a comprehensive learning experience designed to give school business professionals a strong foundation across the many areas of school business management. Whether you are new to the profession or an experienced professional looking to expand your knowledge, the Institute provides valuable insight into the roles, responsibilities, and functions that support effective school district operations.
The Institute combines practical learning with opportunities to learn from experienced school business professionals and connect with colleagues from across Minnesota. The hybrid format includes recorded content, two half-day live virtual sessions, and two full-day in-person sessions, providing a flexible and engaging learning experience.
To successfully complete the MASBO Institute, participants must attend or view at least 90% of each live and recorded session and fully attend all in-person sessions.
Participants can earn up to 18 MASBO credits by successfully completing the Institute. For live and recorded online sessions, participation is tracked through the MASBO Learning Center. Credit for each session is awarded when participants attend or view at least 90% of the session.
Successful completion of the Institute requires participation in all live sessions, viewing all recorded sessions, and full attendance at the in-person sessions. Registered participants will receive an email notification when recorded sessions are available in the Learning Center, along with links to access the live virtual sessions.
All in-person sessions will be held at the Minneapolis Marriott Northwest in Brooklyn Park, Minnesota.
Your Registration Includes
Tuesday, February 9 — Recorded Content Available |
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Wednesday, February 17 — Live Virtual Sessions |
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8:30 - 12:00 PM |
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Thursday, February 16 — Live Virtual Sessions |
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8:15-12:00 PM |
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Wednesday, February 24 — In-Person Sessions |
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9:00 - 4:00 PM |
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Thursday, February 25 — In-Person Sessions |
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8:15 - 3:15 PM |
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Cancellation Policy: Cancellations received by the MASBO office at least 48 hours prior to the event are eligible for a refund of the registration fee. No refunds will be provided for cancellations received fewer than 48 hours prior to the event.
Audio/Video Policy: Registration and attendance at, or participation at association events constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.
Code of Conduct: MASBO is dedicated to providing a welcoming environment for all participants, regardless of gender, sexual orientation, disability, physical appearance, race, or religion. MASBO will not tolerate harassment of event attendees in any form. Those violating these rules may be sanctioned, expelled from the event without a refund, and/or excluded from attending future events, at the discretion of the organization.
Jill Bemis, Education Finance Specialist, has been with the Department of Education since 2011. Her primary focus is providing technical assistance and reviewing expenditures for inclusion in the state special education aid formula. She reviews Alternative Delivery of Specialized Instructional Services (ADSIS) budgets, Access to Career and Technical Education - Special Education (ACTE-SPED) transactions, vehicle and construction requests, and special student placement applications.
Heather Casperson provides senior level analytical and project manager services on various types of financings with issuers throughout Minnesota and the Midwest. Ms. Casperson has over 25 years of experience in public finance, 24 years as a financial advisor to local governments. She is a Registered Municipal Advisor Representative.
John represents school districts and charter schools throughout Minnesota on a wide range of issues. He has worked with public sector entities in Minnesota for his entire legal career.
Cathy is the Executive Director of the Minnesota Association of School Business Officials (MASBO), bringing more than two decades of experience in school finance to the role. Prior to joining MASBO, she served as Director of School Finance at the Minnesota Department of Education, overseeing areas including school funding, levy certification, financial audits, aid payments, budgeting, special education, and facilities. Cathy previously held leadership roles with Duluth Public Schools, the Arrowhead Regional Computing Consortium, and Lake Superior School District, and taught school finance as an adjunct instructor. She holds a bachelor’s degree in management from the College of St. Scholastica and is a longtime contributor to MASBO and Minnesota’s school finance community.
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.
Casey Holland has been in the Minnesota school insurance industry for over 15 years and specializes on insurance and risk management for Minnesota public schools. Casey holds the designation of Certified School Risk Manager and Certified Insurance Counselor.
Jackie is a Partner with LB Carlson, LLP specializing in governmental auditing and consulting. She has worked with school districts and other local governments for over 20 years. Her areas of expertise include governmental auditing, accounting, federal financial assistance programs, Certificate of Achievement for Excellence in Financial Reporting programs, and management consulting services.
Jackie is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, Minnesota Government Finance Officers’ Association, and Minnesota Association of School Business Officials. She has also served as a reviewer for the National GFOA Certificate of Achievement for Excellence in Financial Reporting Program.
Preparatory education: Graduate of Saint Mary’s University – Winona, Minnesota with a Bachelor of Arts in Accounting and Management
David Lobejko has worked for the Minnesota Department of Education (MDE) for almost five years–three of which working with levies–and joined the Special Education Funding and Data team in November 2016.
Deb graduated magna cum laude from Augsburg University 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 Minnesota Department of Education since December 2014 in the Division of School Finance.
Sarah Miller has 12 years of experience as a Director of Business for three Minnesota schools and as a consultant to Minnesota charter schools. She also spent 16 years with the Minnesota Department of Education (MDE), working with the Financial Management and Budget Facilities teams. Sarah holds a Bachelor of Science degree in Business Administration and Accounting from the University of Northern Colorado in Greeley. She also serves as an MDE representative for Homeland Security and Emergency Management.
Aaron is a Partner with LB Carlson, LLP specializing in governmental auditing and consulting. He has worked with school districts and other local governments for over 25 years. His areas of expertise include governmental auditing, accounting, federal financial assistance programs, Certificate of Achievement for Excellence in Financial Reporting programs and management consulting services.
Aaron is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, Minnesota Government Finance Officers’ Association, and Minnesota Association of School Business Officials. He has also served as a reviewer for the National GFOA Certificate of Achievement for Excellence in Financial Reporting Program.
Preparatory education: Graduate of Southwest State University with a Bachelor of Science in Accountancy.
Gayra Ostgaard is the Data Management and Student Accounting Supervisor at the Minnesota Department of Education. She has been at MDE for seven years and prior to joining School Finance worked as the Data Governance Coordinator for MDE. Her team of nine people is responsible for many of the data the systems districts and charters report funding related data to MDE including but not limited to MARSS, transportation, and PSEO data.
Amy Satterfield is the Director of Business Development and a Sr. Project Manager with IEA, Inc. She has 28 years of experience providing environmental, health and safety services to property management, government, educational, commercial, industrial and healthcare clients. IEA and Amy’s involvement with the facility programs as well as conducting indoor air quality assessments provides a well-rounded view of safety challenges and needs.
Patrick Truax is a school insurance specialists with Marsh & McLennan Agency. Patrick has over 15 years of insurance experience with public schools and public entities.
Minneapolis Marriott Northwest
7025 Northland Drive N, Brooklyn Park, MN 55428
Phone: 763-536-8300
Room Rate: $159 per night
Click here to reserve your room
Reservation by Phone: 877-303-1681
A block of rooms has been reserved for February 23 through 25. The room block deadline is Monday, February 1. You can also reserve your room by calling 877-303-1681. Mention the MASBO event when you call to book.
If you are staying at the hotel and using a school credit card without your name on it, you must complete a third-party authorization form.
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