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Course

2022 MASBO Winter Conference


Total Credits: 8.0 including 8 Board of School Administrators Credit(s), 10 MASBO Credit(s)


Dates



Description

The Winter Conference is virtual and includes two days of live sessions plus a collection of recorded webinars. In addition to sessions on COVID-related topics, MDE updates, and other timely information for this time of year, there will be information on ESEA, navigating the ULA, equity, lease financing, managing your district’s retirement plans, arbitrage, IAQ and much more.  Our keynote presentation we help us to “Renew, Reconnect and Recharge, and there will be time for some Zoom networking and even a little relaxation.  Please note: schedule is tentative and subject to change.


Conference Agenda

Monday, February 7

Recorded Content Available

  • Our District Just Issued Debt — What Responsibilities Do We Have for Continuing Disclosure and Arbitrage?
  • New at a District? Learn How to Use Data to Tell Your District’s Story
  • Not All 10 Year Plans Are Equal
  • Updates on the Solar for Schools Programs
  • Disaster Restoration, Helpful Tips and How To Be Prepared
  • Document Management
  • Cooperative Purchasing Venture (CPV)
  • Basic Rules for ESEA Allowable Costs and Supplement-not-supplant
  • Managing remote employees in a post-COVID-19 world
  • Indoor Air Quality Confidence: HVAC Operation in Challenging Times

Thursday, February 10

Live Virtual Sessions

8:30-9:35am

Opening Session
Keynote: Renew-Reconnect-Recharge: Mastering the Energy of ChangeKristen Brown

9:45-10:35am

Live Session: Special Education UpdatesPaul Ferring, MDE

10:45-11:35am

Live Breakout Session: UFARS Hot TopicsDeb Meier, MDE; Molly Koppes, MDE

Live Breakout Session: Historically High Inflation…What it Means for Benefits SpendBrooks Diebele, Minnesota Healthcare Consortium

12:00-12:25pm

Networking Speed Shuffle

12:30-1:20pm

Live Breakout Session: Long-Term Facilities Maintenance (LTFM) - Review of FY 24 LTFM Ten-Year Planning & Preparation Sarah Miller, MDE

Live Breakout Session: Critical Discussions in the Equity and Inclusion Topic and their Impact on DistrictsMohammad El-Sawaf, USI Insurance Services; Dr. Abdul Omari, AMO Enterprises

1:30-2:20pm

Live Session: Navigating the Unrequested Leave of Absence (ULA) Process TIffany Gustin, MSBA

2:30-3:20pm

Live Session: More Rules to Follow? Important Updates for your District's Retirement PlansDarcy Hitesman, Hitesman Law; Jonathan Fredman, Marsh McLennan Agency

Friday, February 11

Live Virtual Sessions

8:15-8:40am

Yoga/Mindfulness: Reset, Refocus, Renew Jennifer Phillips, Mindfulness Mentor and Educator

8:45-9:35am

Live Breakout Session: The COVID Storm: A Tsunami of Pandemic Related LitigationJoe Langel, Ratwik, Roszak & Maloney

Live Breakout Session: ESEA Grant Assurances: What have you promised to do!? Wayne Kuklinski, MDE; Alicia Waeffler, MDE

9:45-10:35am

Live Session: COVID Relief Funds UpdateAndre Prahl, MDE; Terri Yetter, MDE; Craig Wethinton, MDE; and Mary Barrie, MDE

10:45-11:35am

Live Breakout Session: Transportation of Children and Youth in Foster Care Kelly Wosika, MDE; Kelly Garvey, MDE

Live Breakout Session: Sales Tax As It Relates to School Districts Kara Dombrock, MDR

12:15-12:25pm

Legislative Advocacy Software Intro Valerie Dosland, Ewald Consulting

12:30-1:20pm

Live Breakout Session: Installment Contracts, Lease-Purchase Agreements and Certificates of Participation: A Lot Like Bonds, But Not Bonds Nathan Canova, Dorsey & Whitney LLP

Live Breakout Session: Ask MDE Deb Meier, MDE; Molly Koppes, MDE; Sarah Miller, MDE

1:30-2:20pm

Live Session: Ballot Boxing: School District Election Administration Nathan Shepherd, Ratwik, Roszak & Maloney, P.A.

See detailed session descriptions below.

Keynote

Kristen BrownThursday Keynote Presentation – Renew-Reconnect-Recharge: Mastering the Energy of Change
Kristen Brown

Let’s restore your energy and get charged up! You are awesome! Ah YOU! You are a superstar, a hero, a total rock star who has navigated so much as the new realities of work and life have created massive stress, change, and challenge. Now let’s use what we’be learned and take extra care of YOU so you can charge ahead with power and positivity!

Key Takeaways

  1. RENEW – You will elevate your confidence and resilience by uncovering what energizes and drains you so you can feel less stressed and feel more focused.
  2. RECONNECT – You will give yourself some positive high fives AND identify the positive people in your work and life to guide and drive your goals while releasing the energy drainers.
  3. RECHARGE – You will engage in actionable energizers you can use on-the-fly to help you relax, charge you up, and manage stress when you need it most.

Sponsors

Thank you, Keynote Sponsor!

Horace Mann
 

Education Credits

MASBO Credits
The “MASBO Credit” is now our standard credit, and will be offered for each one-hour live or recorded session. MASBO Credits can apply toward your MASBO certification designation. For live and recorded online sessions, your viewing is tracked by the Learning Center. If you have viewed at least 90% of the session, one MASBO Credit will automatically be granted to you—there is nothing else that you need to do to receive those credits.

Minnesota Board of School Administrators (BOSA) Credits
For the Winter Conference, there will BOSA Credits available. Attendees must view all the approved sessions and participate in each evaluation to receive those credits.


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.


Session Details

Recorded Sessions

Our District Just Issued Debt - What Responsibilities Do We Have for Continuing Disclosure and Arbitrage?Alyssa Glaser, Baker Tilly Municipal Advisors; Shelli Nessi, Baker Tilly Municipal Advisors; Ryan Fetters, Baker Tilly Municipal Advisors; Kelly Smith, Baker Tilly Municipal Advisors;
Receiving the proceeds of a bond sale and beginning the construction projects that the funds are supporting is not the end of this process. With debt issues, districts have reporting requirements for Continuing Disclosure and for Arbitrage. This session will detail the specific requirements that districts have in these areas and the timelines for required reporting.

New at a district? Learn how to use data to tell your district’s story.Kara Lund in, ISD 318 (Grand Rapids); Joel Finstad, Forecast5 Analytics, a Frontline Education Company
Having a solid understanding of historical trends and comparisons to other districts and schools is critical for anyone new to a district. Learn how a Business Manager uses data to make sound decisions based on trends and comparisons around financial, salary/staffing, enrollment, student performance data, etc. and shares that information with key stakeholders.

Not All 10 Year Plans Are EqualKevin Holm, LHB Inc.
Information for defining what you need and want in a 10 yr plan. Best practices on how to use the plan as a road map, how to adjust with outside forces. When to bring in your consultants and application for funding.

Updates on the Solar for Schools ProgramsBraden Solum, iDEAL Energies
Receiving the proceeds of a bond sale and beginning the construction projects that the funds are supporting is not the end of this process. With debt issues, districts have reporting requirements for Continuing Disclosure and for Arbitrage. This session will detail the specific requirements that districts have in these areas and the timelines for required reporting.

Disaster Restoration, Helpful Tips and How To Be PreparedJoe Holman, Insight Restoration
We will be going over the different forms of disasters, different types of disaster restoration partners, how to find the right partner for YOUR needs, and how you can prepare BEFORE a disaster strikes to minimize classroom interruption and downtime.

Document ManagementVal Mertesdorf, Northfield Public Schools
Learn how one school district conquered Document Management.

Cooperative Purchasing Venture (CPV)Doug Heeschen, Office of State Procurement, Department of Administration
Learn the benefits of CPV, how to become a member and why your school district should use CPV.

Basic Rules for ESEA Allowable Costs and Supplement-not-supplantWayne Kuklinski, MDE; Alicia Waeffler, MDE
To properly manage Title funds, you will learn through illustrations and scenarios what federal costs are generally allowable, what costs are not, and what is different for specific funds including supplement-not-supplant requirements.

Managing remote employees in a post-COVID-19 worldDavid Flotten, USI
Managing employees you rarely interact with in person brings unique challenges. At the same time, many of the skills necessary to be an effective in-person manager directly translate to effectively managing remote employees. Join us for a discussion of leadership skills and best practices for managing remote employees.

Indoor Air Quality Confidence: HVAC Operation in Challenging TimesGarett Karalus, IEA, Inc.; Amy Satterfield, IEA, Inc.
IAQ conditions for educational facilities remains in focus with regards to pandemic risk management and occupant concerns. This presentation will review the layered approach to facility ventilation operation to best maintain airflow, IAQ and system operation to monitor and communicate to building occupants. We will discuss lessons learned as districts continue to manage occupied building COVID-19 risks.


Thursday, February 10 — Live Sessions

9:45-10:35 am

Special Education UpdatesPaul Ferring, MDE
The presentation will review general Special Ed updates, including Maintenance of Effort (MOE), State Special Education aid along federal special education allocations.

10:45-11:35am

UFARS Hot TopicsDeb Meier, MDE; Molly Koppes, MDE
Deb Meier & Molly Koppes will update MASBO members on current UFARS hot topics.

Historically High Inflation…What it Means for Benefits SpendBrooks Diebele, Minnesota Healthcare Consortium
The COVID-19 pandemic has forced broader adoption of technology and virtual care. Now is the time to consider how you build off this movement by leveraging emerging technology and innovations in healthcare to improve access and lower costs. Learn about how an effective benefits program can make this happen.

12:30-1:20pm

Long-Term Facilities Maintenance (LTFM) - Review of FY 24 LTFM Ten-Year Planning & Preparation Sarah Miller, MDE
A review of available guidance, website tools, and a more in-depth discussion of allowable projects and accurate UFARS coding.

Critical discussions in the Equity and Inclusion topic and their impact on districtsMohammad El-Sawaf, USI Insurance Services
Before discussing measures to consider what an effective Diversity and Inclusion strategy is, this seminar will, at the core, attempt to help you better understand D&I’s importance and the impact for all stakeholders at various layers. From there, we will discuss open-endedly what the true impacts are, both short and long-term, of engaging in an effective D&I philosophy for your school. We will tackle the “Where do we begin” question that may be a looming and somewhat paralyzing question to try and answer, given the nature of a seemingly endless array of sub-categories in D&I that can be perceived as unattainable and too complex. Join us for an open discussion to offer insights on the above topics and more.

1:30-2:20pm

Navigating the Unrequested Leave of Absence (ULA) Process TIffany Gustin, MSBA
This presentation will walk through the unrequested leave of absence (ULA) process and review resources and sample language.

2:30-3:20pm

More Rules to Follow? Important Updates for your District's Retirement PlansDarcy Hitesman, Hitesman Law; Jonathan Fredman, Marsh McLennan Agency
More requirements for us to satisfy? Come learn about “new” requirements regarding disclosures to employees that affect the account based Retirement Plans for your district, and your responsibilities to meet them. Additionally, come learn about some exciting trends when it comes to vendor consolidation and how this will help save your district your employees money and result in better employee engagement of your Retirement Plan benefits.


Friday, February 11 — Live Sessions

8:15-8:40am

Reset, Refocus, Renew Jennifer Phillips, Mindfulness Mentor and Educator
Join us to learn and experience simple techniques to help relieve stress, clear your mind, become more present and feel better.

8:45-9:35am

The COVID Storm: A Tsunami of Pandemic Related LitigationJoe Langel, Ratwik, Roszak & Maloney
Since March 2020, there have been thousands of lawsuits filed against employers alleging labor and employment violations related to the COVID-19 pandemic. Lawsuits range from claims of employer negligence for failure to protect workers to claims of constitutional violations related to employer requirements for masking and vaccination. This presentation will discuss some of these lawsuits and the liability considerations for Minnesota schools.

ESEA Grant Assurances: What have you promised to do!? Wayne Kuklinski, MDE; Alicia Waeffler, MDE
Have you looked at the assurances required when submitting ESEA grant applications? They include federal and state requirements in general and for specific funds. They were revised and reformatted to be more easily read and referenced, and compliance will be monitored. This training will provide an overview and highlight the requirements that are less familiar and/or especially important.

9:45-10:35am

COVID Relief Funds Update Andre Prahl, MDE; Terri Yetter, MDE; Craig Wethinton, MDE; and Mary Barrie, MDE
This session will start with an overview of COVID Relief Funds, and then cover pandemic enrollment loss, COVID testing funds and an expanded summer programming initiative.

10:45-11:35am

Transportation of Children and Youth in Foster Care Kelly Wosika, MDE; Kelly Garvey, MDE
Transportation is a central component of educational stability and may be needed in order to fulfill the requirements that ensure educational stability for children in foster care. This session will focus on issues of transportation of children and youth in foster care. Presenters will provide guidance on how to report children and youth in foster care in MARSS. Guidance on accessing resources and best practices will be discussed. Presented by MDE specialists in Student Accounting, Foster Care, and Student Transportation.

Sales Tax As It Relates to School Districts Kara Dombrock, MDR
This session will cover Sales by schools - nontaxable items, taxable items, sales of personal computers and related items, sales of school tickets or admissions and admissions to athletic facilities. This session will cover Fundraising Sales - fundraising events, fund raising sales by schools and school disttricts, youth organizations, parent organizations, nonprofit groups and sales of candy and gum. Recent law changes will also be reviewed.

12:15-12:25pm

Legislative Advocacy Software Intro Valerie Dosland, Ewald Consulting
For the upcoming legislative session, MASBO will be utilizing a new advocacy software. Attend this brief demo to see how easy it will be to utilize this tool to provide feedback to your legislators.

12:30-1:20pm

Installment Contracts, Lease-Purchase Agreements and Certificates of Participation: A Lot Like Bonds, But Not Bonds Nathan Canova, Dorsey & Whitney LLP
This session will provide an introduction to lease financing and highlight the pitfalls and complexities you might encounter in lease transactions. Whether you expect to use lease financing in the future, or just need a refresher on your existing lease documents, this session will help you better understand this common, but nuanced, alternative to bond financing.

Ask MDE Deb Meier, MDE; Molly Koppes, MDE; Sarah Miller, MDE
During this session, representatives from MDE will be available in Zoom breakout rooms to answer your questions.

1:30-2:20pm

Ballot Boxing: School District Election Administration Nathan Shepherd, Ratwik, Roszak & Maloney, P.A.
Now more than ever, school district elections have the potential to be the focal point for community scrutiny. This presentation will help you ensure that your district’s elections are by the book. We will cover the limits on district authority when providing information about referendums, pandemic-related election administration issues, special issues for board vacancy elections, and campaign issues for candidates and Vote Yes / No groups.

Presenter

Mary Barrie Related Seminars and Products

Program Specialist

Minnesota Department of Education


Mary Barrie is an Educational Specialist who returned to the Department of Education after her retirement to work on a temporary assignment to oversee the federal grants for Expanded Summer Learning and Summer Academic and Mental Health programs. Prior to her retirement, she was the Supervisor for High School Initiatives. Mary has worked in public education for three decades and earned her Doctorate in Education Policy and Planning from the University of Minnesota. Mary has been working at MDE since 2012.


Moi Boudoir Related Seminars and Products

Foster Care Specialist

Minnesota Department of Education


Moi Boudoir serves as MDE's foster care point of contact in the Division of Student Access and Opportunity.


Kristen Brown's Profile

Kristen Brown Related Seminars and Products


Kristen Brown is an energy mastery expert who helps you get charged up even during change and stress. She works with companies around the world and has appeared in media like Live with Kelly, Forbes, Working Mother, Psychology Today, and more. Her biggest faults – she is an occasional know-it-all and frequent wine aficionado. She lives in Minneapolis and loves hiking, anything on, in, or near water, and hanging with her dog and daughter.


Nathan Canova Related Seminars and Products

Partner

Dorsey & Whitney LLP


Nate represents clients across the country in a wide variety of public finance transactions, acting primarily as underwriter's counsel, bond counsel, disclosure counsel, borrower's counsel, lender’s counsel, special tax counsel and issuer's counsel. He has broad experience in conduit revenue bond financings for the benefit of 501(c)(3) nonprofit organizations, and regularly advises his clients on matters of state law, federal securities and tax laws, real estate law and more in connection with public offerings, private placements and direct loan transactions. He is also nationally recognized for his experience in tax-exempt installment purchase, lease-purchase and other municipal lease financings for the acquisition, construction, equipping, and installation of a broad range of essential government buildings, facilities, equipment and other real and personal property. In addition to conduit and lease financings, Nate represents state and local government units in traditional revenue and general obligation bond financings. He also counsels with nonprofit organizations in board governance and other general business matters, and supports clients in connection with New Markets Tax Credit (NMTC) financings, public-private partnership financings (e.g., social impact bonds), bond default / workouts and real estate development projects that leverage public funding, such as professional sports stadiums and hotels and convention centers.


Brooks Deibele Related Seminars and Products

Enterprise Benefits Leader

Holmes Murphy & Associates


Brooks Deibele leads Holmes Murphy's Employee Benefits practice for the entire enterprise, while also supporting key client relationships, leading strategy development, and vendor negotiation work. Prior to joining Holmes Murphy, Brooks was the President of Commercial Markets for Blue Cross and Blue Shield of Minnesota, where he was a member of the Executive Leadership Team.


Kara Dombrock Related Seminars and Products

State Program Administration, Principal

Minnesota Department of Revenue


Kara works for the Minnesota Department of Revenue as a State Program Administrator, Principal. She has a Bachelor of Science degree in Accounting from St. Catherine University in St. Paul. Kara has more than 15 years of experience educating Minnesota taxpayers through audits, classes, and presentations. 


Valerie Dosland's Profile

Valerie Dosland Related Seminars and Products

MASBO Lobbyist

Ewald Consulting


Valerie Dosland is the Director of Government Affairs at Ewald Consulting, where she provides government relations and lobbying services to clients in the areas of early childhood and K-12 education. Valerie assists her clients in policy development, lobbying and monitoring of legislative activities as well as grassroots development and engagement. Prior to joining Ewald Consulting in 2005, she worked for nine years at the Minnesota House of Representatives as a research consultant specializing in the areas of early childhood and K-12 education. Valerie is a graduate of the University of Minnesota with a B.A., is an alumni of the U of M’s Humphrey Policy Fellows program, and serves on the board of the YMCA Youth in Government Program.


Mohammad ElSawaf's Profile

Mohammad ElSawaf Related Seminars and Products

Vice President, School Focus Group Consultant

Hildi Inc., A Division of USI Consulting Group


Mohammad is a risk management specialist and insurance enthusiast at USI Insurance Services. In his role, he consults in commercial risk management and insurance solutions, focusing on school districts within USI's School Focus Group. Mohammad partners with organizations to help them identify and control their total cost of risk.


Paul Ferrin Related Seminars and Products

Supervisor of Special Education Funding and Data

Minnesota Department of Education


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 for 5 years in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.



Joel Finstad Related Seminars and Products

Analytics Advisor

Forecast5 Analytics


Joel Finstad has been with Forecast5 Analytics, a Frontline Education Company for 4+ years with a degree in Statistics. As a part of the Forecast5 Analytics, a Frontline Education Company team, Joel works with school districts across 5 states in customer support, data analysis, training and product development.


Kyle Fisher Related Seminars and Products

Director of Facilities

Eden Prairie School Disctrict


Kyle Fisher has been with Eden Prairie Schools since 2014. He previously held the title of Field Superintendent with a Construction Management firm. He received a degree in Secondary education and taught Middle School Social Studies for four years. This unique background provides him with the ability to understand the needs of teaching staff and the requirements of building operations, maintenance and construction.


David Flotten Related Seminars and Products

Attorney, Senior HR Solutions Consultant

USI Insurance Services


David works with employers on a wide range of HR compliance and strategic issues, with a special interest in employee benefits strategic planning. Prior to his current role, David spent time practicing law in private practice, as well as gained experience working in the Minnesota court system.


Johnathan Fredman Related Seminars and Products

Sr. Retirement Plan Consultant

Marsh McLennan Agency


Jonathan is the Managing Director of Investments and Financial Services.  Jonathan is always looking for ways to help his clients maximize growth, maintain compliance and increase employees engagement in retirement planning.


Kelly Garvey Related Seminars and Products

Student Transportation Specialist

Minnesota Department of Education


Kelly Garvey is with the Minnesota Department of Education, School Finance Division, Student Transportation. She is responsible to administer the pupil transportation program by providing consultation on the aspects of the transportation program. In addition, Kelly develops procedures and forms for reporting of data required of the different types of transportation. She also writes newsletters, memorandums, and handbooks to increase understanding and awareness of the program.


Alyssa Glaser Related Seminars and Products

Director

Baker Tilly Municipal Advisors


Alyssa Glaser has been in municipal finance for over fifteen (15) years, currently serving as a Director for Baker Tilly Municipal Advisors, LLC.  Alyssa oversees a team that focuses on the bond issuance process for various types of transactions, as well as process and procedures for completing continuing disclosure compliance for clients.  Alyssa received her Bachelor of Science in Business Administration and Management from the University of Wisconsin – River Falls, and is a registered Municipal Advisor Representative and registered Municipal Advisor Principal with the Securities and Exchange Commission.


Tiffany Gustin's Profile

Tiffany Gustin Related Seminars and Products

Associate of Management and Insurance Trust Services

MN School Boards Association


Tiffany Gustin serves as the Associate Director of Management and Insurance Trust Services for the MN School Boards Association. Before joining MSBA, she spent 10 years as a school business official. She loves campfires and spending time with her family, mostly the dogs.


Doug Heeschen Related Seminars and Products

Division Procurement Coordinator

Office of State Procurement, Department of Administration


Doug Heeschen is the Division Procurement Coordinator with the Office of State Procurement in the Department of Administration.  As Procurement Coordinator, he helps implement projects and solicitations when multiple teams are involved, and works on new initiatives, process improvement, and training. Before becoming procurement coordinator, he supervised an Acquisitions team involved with IT-related purchasing, conferences, and general services.  Before that he worked in the Professional/Technical Contracts team negotiating contracts and administering IT-related master contract programs. He is an attorney and has been with the state for almost ten years.


Darcy Hitesman, JD Related Seminars and Products

Attorney

HitesmanLaw, P.A.


Benefits attorney over 30 years including working with Minnesota public sector employers. Technical Advisory Group of Employers Council on Flexible Compensation (“ECFC”). Speaker and writer for EBIA (now part of Thomson Reuters) for over 25 years.


Kevin Holm Related Seminars and Products

Architectural Principal

LHB


Joe Holman's Profile

Joe Holman Related Seminars and Products

Director of Business

Insight Restoration


Joe Holman is with Insight Restoration and has been in the disaster restoration industry for over 10 years. Joe works with many public and private school entities, ranging from Elementary Schools to Colleges and Universities. Joe currently resides in Elk River with his wife, Kara, and three kids, Loclan, Ivy and Angus.


Garett Karalus Related Seminars and Products

Professional Engineer

IEA, Inc.


Garett Karalus is a PE and CCP certified Commissioning Agent, with 8+ years of experience. He excels in providing technical client commissioning field verification, project management, and documentation. Garett is proficient in all aspects of the commissioning process and has extensive experience verifying test, adjust, and balancing in facilities, and troubleshooting HVAC control issues.


Molly Koppes Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education


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.


Wayne Kuklinski Related Seminars and Products

ESEA Monitoring and Compliance Specialist

Minnesota Department of Education


Wayne has four decades of experience with federal education programs in Minnesota, both as a local program administrator and at the Minnesota Department of Education.


Joseph J Langel's Profile

Joseph J Langel Related Seminars and Products

Partner

Ratwik Roszak & Maloney PA


Joseph Langel is a shareholder of Ratwik, Roszak & Maloney, P.A. and primarily represents school districts, cities and counties. Mr. Langel provides general counsel in virtually all areas of municipal law, with extensive experience in public contracting and bid laws, construction, leasing and condemnation. He has also defended school districts in a variety of litigation cases in state and federal court, including contract disputes, construction defects, personal injury, defamation, civil rights and discrimination.  Mr. Langel graduated magna cum laude from Loras College in 1987, and received his M.A. degree from the University of Chicago in 1988. He received his J.D. degree, cum laude, from the University of Minnesota Law School in 1994.


Kara Lundin Related Seminars and Products

Business Manager

Grand Rapids Public Schools


Debra A Meier Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education


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 MDE since December 2014 in the Division of School Finance.


Val Mertesdorf Related Seminars and Products

Director of Finance

Northfield Public Schools


Sarah Miller Related Seminars and Products

Educational Finance Specialist II

Minnesota Department of Education


Sarah Miller, Director of Business in three Minnesota schools/consultant with Minnesota charter schools - 12 years. For the past 12 years, at the Minnesota Department of Education (MDE) – Financial Management/Budget Facilities teams. Bachelor of Science Degree in Business Administration/Accounting from UNC, Greeley, Colorado. Homeland Security Emergency Management representative for MDE.


Shelli Ness Related Seminars and Products

Director

Baker Tilly Municipal Advisors


Shelli Ness is a director for Baker Tilly Municipal Advisors, LLC. Shelli leads a team of specialized consultants that provide arbitrage compliance services related to the federal tax requirements that apply to issuers of tax-advantaged bonds. She routinely consults with clients to translate complex tax code and to guide them in their record keeping and reporting requirements. Prior to joining BTMA in 2012, she worked as a controller for a privately held organization and in the financial institutions industry. Shelli received her Bachelor of Arts in Business Administration (Accounting) from Augsburg University. Shelli is MSRB Municipal Advisor Series 50 Qualified and is a licensed CPA.   


Andre Prahl Related Seminars and Products

Agency Finance Director

Minnesota Department of Education


André Prahl is the Agency Finance Director at the Minnesota Department of Education. The division is responsible for budget development, federal programs, reporting, procurement, accounts payable, accounts receivable, grant services, payroll, and is currently managing the over $3 billion in Federal COVID funding. Ms. Prahl has 13 years of experience in financial management at the state level. Prior, she held various positions at the University of Minnesota’s Carlson School of Management, including 10 years as the administrator of the Accounting Department.


Amy Satterfield's Profile

Amy Satterfield Related Seminars and Products

Director of Business Development

IEA, Inc.


Amy Satterfield is the Director of Business Development and a Sr. Project Manager with IEA, Inc. She has 25 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 involvement with legislative development provides a well-rounded view of the challenges and needs.


Nathan Shepherd Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A


Nathan Shepherd is a partner at Ratwik, Roszak & Maloney, where he advises School Districts, Charter Schools, Cities, and other entities on their legal issues. Nathan has helped numerous School Districts successfully navigate the complexities of election administration, referendum information materials, Board vacancies, and other election-related issues.



Max Psihos Related Seminars and Products

Vice President Business Development

Ideal Energies


Braden is the VP of Business Development who works on identifying new business opportunities and financial models in the Minnesota commercial solar market. He manages iDEAL’s marketing strategy and material development. He also represents iDEAL at the Capitol working to influence State policy for the solar industry in Minnesota. He focuses on building partnerships with local businesses, school districts, and government entities.


Lori S Volz's Profile

Lori S Volz Related Seminars and Products

Director

Owatonna Public Schools


Alicia Waeffler Related Seminars and Products

Student Access and Opportunity Supervisor

Minnesota Department of Education


Alicia Waeffler is a former middle school teacher, high school counselor, district program administrator, and educational consultant now focused on leveraging Federal ESEA grants to eliminate the persistent educational access, participation, representation, and outcome gaps in Minnesota. She is currently a supervisor in the Student Access and Opportunity division at the Minnesota Department of Education.


Craig Wethington Related Seminars and Products

Project Manager

Minnesota Department of Education


Craig Wethington is the Supervisor of the School Climate Center in the Division of School and Educator Support at the Minnesota Department of Education. The Center offers resources and support to schools and communities focused on improving school climate to sustain safe, engaging and healthy school environments that support student academic success. Currently, Craig is on reassignment leading MDE’s COVID Health Recovery Team working in partnership with the Minnesota Department of Health to plan and implement Minnesota’s childcare and K-12 COVID-19 school testing program. Craig has been working at MDE since 2014.


Kelly Wosika Related Seminars and Products

Student Accounting Specialist

Minnesota Department of Education


Sponsors

 

Thank you, Keynote Sponsor!

Horace Mann

Thank you, Technology and Engagement Sponsor!

Cooperative Purchasing Connection