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Live Event

2023 Fall Conference (Live Event)


Total Credits: 9 including 9 MASBO Credit(s), 9 Non-MASBO


Dates


Presenter


Lori Berdahl Related Seminars and Products

Ergonomics and Loss Control Specialist

RAS (Risk Administration Services) Inc.


Lori is an occupational therapist with 33 years of experience enhancing worker safety. After treating injured workers in the rehabilitation setting, she joined RAS in 2005 and shifted her efforts to preventing and managing workplace injuries. She assists school districts of all sizes, improving employee safety and controlling insurance costs.


Amber Buening Related Seminars and Products

Security Outreach Director, SVP

The Huntington National Bank


Aaron Bushberger's Profile

Aaron Bushberger Related Seminars and Products

Ehlers & Associates, Inc.


Aaron is a Municipal Advisor with our Minnesota Education Team, bringing more than 16 years’ school finance experience to his role with the firm. Prior to joining Ehlers in 2021, he worked for seven years as the Director of Finance for South St. Paul Public Schools and served as the Finance Director for South Washington County Schools previously.


Sam Collis Related Seminars and Products

JPMorgan Chase Bank


Sam Collis is a Cyber Security Expert on JP Morgan's global cybersecurity attack simulation team. He supports clients by providing education on cyber and fraud threats, best practices and incident response exercises.


Beth Downes's Profile

Beth Downes Related Seminars and Products

Senior Financial Specialist

Ehlers & Associates, Inc.


Beth is a Municipal Advisor with the Ehlers School Finance Team. She brings nearly two decades of public finance experience to her role with the firm, most recently serving as the Director of Business Services for the ROCORI school district.  Prior to that, she worked as a Business Manager with Holdingford Public Schools and a governmental audit supervisor with a private firm.  Beth holds a bachelor’s degree in Accounting from the College of St. Benedict.


Edward Dressel Related Seminars and Products

PensionPortal.com


Edward Dressel is the President and CEO of both RetireReady Solutions and its spin-off PensionPortal.com. For the past 15 years, he has dedicated his career to helping individuals retire with confidence. Under his leadership, the firms provide award-winning retirement planning solutions to financial services companies as well as tools for improving education engagement regarding retirement readiness among public-sector employees. He and his wife reside in Dallas, Oregon, and have five grown children. He recently received his MBA from Willamette University, is a member of the trustees for Corban University and is on the Dallas (Oregon) School Board.


Breanna Ducharme Related Seminars and Products

The Huntington National Bank


Treasury Management Advisor with 7 years of Treasury experience in the twins cities area and beyond.


Jennifer Earley's Profile

Jennifer Earley Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A


Jennifer Earley is a shareholder of Ratwik, Roszak & Maloney and a graduate of William Mitchell College of Law. She has nearly three decades of experience counseling and providing training to schools on a wide variety of issues including employee discipline/termination, labor relations and contracts, harassment/discrimination and school policies.



Cathy Erickson Related Seminars and Products

Director of School Finance

Minnesota Department of Education


As the Director of School Finance for the Minnesota Department of Education (MDE), Cathy oversees teams responsible for general education and categorical funding, levy process and certification, financial audits, aid payments, budget forecasting, and more. Her work also includes managing data related to students, transportation, and MDE-ORG sites, as well as overseeing special education funding and facilities maintenance. She frequently speaks at Minnesota Association of School Business Officials (MASBO) conferences and co-presents at the Minnesota School Boards Association (MSBA) Phase II Finance training. Before joining MDE in July 2022, Cathy spent 23 years in school finance, serving in leadership roles at Duluth Public Schools, Arrowhead Regional Computing Consortium (ARCC), and Lake Superior School District. She also taught school finance as an adjunct instructor at St. Mary’s University. Cathy holds a bachelor's degree in management from the College of St. Scholastica.


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.


Jenna Fromm's Profile

Jenna Fromm Related Seminars and Products

CEO

Palmer Bus Service


Jenna has served as CEO of Palmer Bus Service since 2015. She grew up cleaning buses and drove bus her senior year in high school and went on to become a high school teacher. Jenna sees herself as a servant/leader and believes that surrounding herself with great people is of utmost importance.


Michael Hart's Profile

Michael Hart Related Seminars and Products

PMA Financial Network,LLC


Michael Hart is a Managing Director of Public Finance in Minnesota for PMA Securities. He has over a decade of experience in public finance including leading school districts through the financial aspects of bond issues and referendums for both capital projects and operating funds. Mr. Hart holds Series 7, 50, 53, 54 and 63 FINRA licenses.


Trevor Helmers's Profile

Trevor Helmers Related Seminars and Products

Rupp, Anderson, Squires & Waldspurger, P.A.


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.


Luke Jannett Related Seminars and Products

Acquisitions Manager

MN Department of Administration


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


Kaylynn Johnson's Profile

Kaylynn Johnson Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A.


Kaylynn Johnson is an associate attorney with Ratwik, Roszak & Maloney, P.A. Kaylynn practices in the areas of labor and employment law, school law, special education law, and litigation.


Jean Kopp Related Seminars and Products

Director of Business Services

Tri-City United ISD2905


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.


Jim Martin's Profile

Jim Martin Related Seminars and Products

Owner/Attorney

Martin Law Firm


Jim represents public and private sector employers in a broad scope of employment and labor law issues. With legal experience and experience as a human resources professional, Jim brings a practical approach to help clients achieve their objectives. Areas of practice include employment contracts, severance agreements, employee handbooks and policies, wage/hour law, discrimination, employee discipline, non-compete agreements, Minnesota Data Practices Act, Minnesota Veterans’ Preference Act, collective bargaining, unfair labor practice defense, administration and interpretation of collective bargaining agreements, grievance arbitration and investigations of employee misconduct.


Mary Mehsikomer's Profile

Mary Mehsikomer Related Seminars and Products

Technology Integration Development & Outreach Faci

Sourcewell Technology


Debra A Meier Related Seminars and Products

Education Consultant III

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.


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.


Bob Noyed's Profile

Bob Noyed Related Seminars and Products

Vice President

The CESO


Bob Noyed, APR, has more than 35 years of experience working in school districts as a strategic communications professional. Prior to joining CESO Communications, he served as the director of communications for several Minneapolis-area school districts. Along with his district experience, Bob served as 2006-2007 president of the National School Public Relations Association (NSPRA) and as North Central Region Vice President from 1999-2002. He has also served two terms as the president of the Minnesota School Public Relations Association (MinnSPRA). He continues to be active in both organizations. Bob was the 2005 recipient of NSPRA’s Barry Gaskins Mentor Legacy Award and received NSPRA’s 2021 Presidents’ Award. He is the author of several school communication-related materials and is a frequent presenter for local, state and national conferences.


Cindy Lee Olson's Profile

Cindy Lee Olson Related Seminars and Products

Executive Director

ARCC


Cindy started her career at ARCC (RMIC Region #2 in Duluth) in 1998. ARCC is a Regional Management Information Center with 30 public school district members. Cindy started as the Administrative Assistant, worked as a Finance, Funding and Management Specialist and is now the Excecutive Director of ARCC. Cindy also serves as the President of the MASBO Board of Directors. Her favorite things to do at work include bank reconciliations, projecting students and listening to stakeholders to connect them with the human resources they need.


Steve R Pumper's Profile

Steve R Pumper Related Seminars and Products

Vice President

PMA Financial Network,LLC


Steve Pumper joined PMA Financial Network in July of 2009.  Prior to joining PMA, Steve worked as a school business manager in Minnesota schools for 22 years. He brings that experience in helping PMA develop services that are beneficial to the Business Manager in the field.  Steve is a Registered Representative with FINRA and holds his series 7, 50 and 63 securities licenses.


Charles Rodgers Related Seminars and Products

Minnesota State Archives/Historical Society


Charles Rodgers is the Curator of the State Archives Collection, and has worked at the Minnesota Historical Society for over 35 years. His primary duties include acquiring government records with historical value from state and local governments, overseeing the processing of recently received records, and advising government officials and others on the historical value of Minnesota government records. He is familiar with the Minnesota school district general records retention schedule, and general records management policies and practices. He travels throughout the state visiting county courthouses, city halls, town halls, and schools to review, appraise and transfer records to the State Archives.


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.


Kent Schutte Related Seminars and Products

President/CEO

EFS Advisors


Kent Schutte, President of EFS Advisors, and Aviben(formerly EBC). Working with educators since 1985, Kent is a nationally recognized speaker on financial matters and expertise in implementing 403(b) auto enrollment, match, Special Pay, Severance and Early Retirement Benefits.). EFS Advisors, LLC. consists of 49 Financial Advisors managing over of $3.1 billion in assets.



Rebecca Trethewey Related Seminars and Products

EFS Advisors


 

As a financial advisor with EFS Advisors, Rebecca specializes in working with individuals in different stages of retirement planning. Before becoming a fully-licensed professional, she first began her career at EFS Advisors as a receptionist and quickly worked her way up to office manager. Here she learned the nuances of both the company and industry and earned a reputation for excellence in client service. Rebecca is known for her relatability, taking pride in working hard and giving her best to colleagues and clients. Mentored by the company president and owner, she is well-adept at providing sound advice to individuals and families, no matter where they are on their road to retirement.


James Rueben Westrum's Profile

James Rueben Westrum Related Seminars and Products

Executive Director of Business Services

Orono Public Schools


Jim began his career as an auditor and has worked in several positions throughout his successful career. This includes District Account at Hopkins Schools, Controller at Orono Public Schools, and Director of Business Services at Osseo Public Schools, Spring Lake Park Schools, Wayzata Schools, and Orono Public Schools.