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Workshop

2024 MASBO Winter Conference


Total Credits: 10 MASBO Credit(s), 10 BOSA Credit


Dates



Description

The Winter Conference is virtual and includes two days of live sessions plus a collection of recorded webinars. In addition, all live sessions will also be recorded to be viewed on-demand following the conference.

 

Agenda at a Glance

 
Monday, January 29
Recorded Content Available
Thursday, February 1
8:30-9:30am Opening Announcements and Keynote
9:40-10:30am Breakout Sessions
10:40-11:30am Breakout Sessions
12:30-1:20pm Breakout Sessions
1:30-2:20pm Breakout Sessions
2:30-3:20pm Breakout Sessions
Friday, February 2
8:30-9:20am Breakout Sessions
9:30-10:20am Breakout Sessions
10:30-11:00am Mindfulness & Movement Session
11:00-11:50am Breakout Sessions
12:15-12:30pm Legislative Update
12:40-1:30pm Breakout Sessions
1:40-2:30pm Peer Groups

Keynote

Dr. Lee Pritzl
President – ElevatedPerformance4U

Dr. Pritzl holds valuable education, background, and experience in interpersonal/intrapersonal communication and team dynamics. Through his work in the corporate and educational landscape, Dr. Pritzl's experience and training are beneficial for any team desiring to improve their functionality. His most recent book; The School Board Playbook, Winning Strategies to Champion Functionality identifies opportunities for teams to improve their functionality. Dr. Pritzl has experienced many successes during his career, but he will tell you his greatest learning and growth have occurred during challenging experiences.

 

Thank You, Keynote Sponsor!

Horace Mann

Thank You, Technology and Engagement Sponsor!

CPC



 

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.

Handouts

Presenter


Laura Eiden's Profile

Laura Eiden Related Seminars and Products

Center for Effective Schools Operations


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.


Sean Fahnhorst Related Seminars and Products

Agency Chief Financial Officer

Minnesota Department of Education


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.


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.


Matthew Paul Hammer's Profile

Matthew Paul Hammer Related Seminars and Products

Municipal Advisor

Ehlers & Associates, Inc.


Matthew joined Ehlers in 2018 as a Municipal Advisor with our Education Finance Team. He has worked directly with Minnesota school districts since 2005, most recently serving as the Director of Finance and Operations for Fridley Schools. Matthew has specialized expertise in finance leadership, financial planning and operations management.


Michael Hart's Profile

Michael Hart Related Seminars and Products

PMA Financial Network,LLC


Michael Hart is a Director of Public Finance in Minnesota for PMA Securities. He has over ten years of experience 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.


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.


Mr. Ryan Kleinjan's Profile

Mr. Ryan Kleinjan Related Seminars and Products

President & Managing Partner

Catalyst Sourcing Solutions


Ryan Kleinjan is the President of Catalyst Sourcing Solutions, the largest provider of sourcing tools and services for Minnesota school districts. Ryan's background in procurement, supply chain, and vendor management has resulted in bringing innovative approaches that will help your district to maximize your budget and maintain purchasing compliance.


Mark Kraemer Related Seminars and Products

Senior Vice President, School Focus Group Consultant

USI Insurance Services


 

Mark specializes in workers’ compensation insurance and program management. Mark is one of Minnesota’s 23 Certified Work Comp Advisors and named to the first agency advisory council for one of the largest self-insured funds in Minnesota. One of 33 Certified School Risk Managers in Minnesota, Mark is a long-time speaker and educator on the topic of workers’ compensation. He focuses on working with school districts within USI’s School Focus Group. Mark works with districts, doctors, and insurers to help employees get the best possible care, control and minimize the impact of claims, thus driving down the experience mod and reduce costs.


Kateri Little Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education


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.


Baillie M Nash's Profile

Baillie M Nash Related Seminars and Products

District Accountant

Burnsville-Eagan-Savage ISD 191


Danny Nelson Jr.'s Profile

Danny Nelson Jr. Related Seminars and Products

Director

MSDLAF+/PFM Asset Management LLC


Danny Nelson is a Director at PFM Asset Management where he manages relationships for municipal governments in Minnesota. He provides investment advisory services, develops investment policies, helps with cash flow analyses, and monitors guidelines/strategy implementation. Danny provides public entities with training, technical, and analytical support with respect to clients’ investments.


Jen Phillips's Profile

Jen Phillips Related Seminars and Products

Mindfulness Mentor and Educator


Lee Pritzl's Profile

Lee Pritzl Related Seminars and Products

ElevatedPerformance4U


Dr. Pritzl holds valuable education, background and experience in interpersonal / intrapersonal communication and team dynamics. Through his work in the corporate and educational landscape, Dr. Pritzl’s experiences and training are beneficial for any team desiring to improve their functionality. His most recent book; The School Board Playbook, Winning Strategies to Champion Functionality identifies opportunities for teams to improve their functionality. Dr. Pritzl has experienced many successes during his career, but he will tell you his greatest learning and growth have occurred during challenging experiences.


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.


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.


Marisa Sergnese's Profile

Marisa Sergnese Related Seminars and Products

Steelcase Learning


Marisa Sergnese has over 25 years of experience working in a variety of educational settings as a teacher, consultant, adjunct faculty member and school administrator. As a learning strategist her focus is on designing engaging, inclusive learning sprints to support educators’ attention to the use of physical space to enhance opportunities for meaningful, authentic student learning experiences. She is instrumental in networking educators both nationally and internationally to advance growth mindset, skill development and research projects. Her understanding and practice of the change management process, coupled with a focus on developing growth mindsets that influence school culture, are key attributes to her practice as a principal consultant with the Steelcase Learning group. Working in both virtual and face-to-face interactions with faculty and leaders to effectively shift to more learner-centered teaching and learning environments promoting higher-order thinking skills, Marisa brings awareness to how physical space impacts behaviors that support both students and educators with their wellbeing and emerging skillsets.


Tim Sullivan's Profile

Tim Sullivan Related Seminars and Products

Ratwik, Roszak & Maloney


Tim Sullivan is a shareholder of Ratwik, Roszak & Maloney. He advises Minnesota municipalities (including cities, counties, and school districts) in all areas of litigation, employment, and labor law. He has substantial experience negotiating and drafting labor agreements and other contracts. He has successfully represented clients in both interest and grievance arbitration. He has also conducted dozens of employment investigations, and has successfully represented clients in state and federal district and appellate courts.  Tim graduated Summa Cum Laude from Hamline Law School in 2010, and was the recipient of the M. Arnold Lyons Award, awarded for graduating first in his law school class. Prior to joining Ratwik, Roszak & Maloney, Tim was a law clerk for the Saint Paul law firm of Dudley & Smith, P.A. Tim is currently the Board Liaison for the Governmental Liability Committee of the Minnesota Defense Lawyers Association.


Matt Tourville's Profile

Matt Tourville Related Seminars and Products

Ehlers & Associates, Inc.


Matt Tourville is an Investment Adviser serving Ehlers’ local government and school district clients across Minnesota. He brings more than 15 years of investment and municipal bond trading and market analysis experience to his role, most recently serving as an Analyst and Trader with a Minnesota-based advisory firm.


Brandon Waldren's Profile

Brandon Waldren Related Seminars and Products

Eide Bailly


Brandon assists clients in understanding their internal control weaknesses that could lead to a material misstatement or fraud. If fraud is suspected or discovered, he works diligently to understand the extent of the damage and how to prevent it from happening again. Specializing in Government Accounting, Brandon has the unique knowledge to attack unique issues with federal and state entities.


Kelly Wosika Related Seminars and Products

Student Accounting Specialist

Minnesota Department of Education


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.



Cathy Erickson Related Seminars and Products

Director of School Finance

Minnesota Department of Education


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.


Tina Burkholder's Profile

Tina Burkholder Related Seminars and Products

Director of Business Services

ISD 882 Monticello


Michael Ervin's Profile

Michael Ervin Related Seminars and Products

Associate Attorney

Rupp, Anderson, Squires, Waldspurger & Mace, PA


Michael J. Ervin is an associate attorney with Rupp, Anderson, Squires, Waldspurger & Mace, P.A. His areas of practice include school law, general municipal law, eminent domain, land use, investigations, labor and employment law, and civil litigation. Michael earned his B.A., magna cum laude, from Bethel University and his J.D., summa cum laude, from William Mitchell College of Law. Before joining the firm, Michael clerked for the Honorable Matthew E. Johnson at the Minnesota Court of Appeals. Michael is admitted to practice in Minnesota state courts, the Federal District Court for the District of Minnesota, and the Eighth Circuit Court of Appeals.



Jeanne Krile Related Seminars and Products

Finance Specialist

Minnesota Department of Education


Jeanne Krile has been with MDE Finance 17 years with 14 of it in PSEO. She is an experienced Financial Specialist as well as a paralegal working to assist, explain and optimize both the financial and educational aspects of PSEO through experience, statutory requirements and guidance. Explaining and pointing out to district administrators the PSEO options available, in order to maximize both the district and student outcomes, are my goals.



John Brooks Related Seminars and Products

Mitsubishi Electric Trane HVAC US LLC


Tara Chapa Related Seminars and Products

MDE


Tara Chapa is the Ed-Fi Technical Support Specialist for MDE. Tara has been at MDE for three years. Prior to joining MDE, she worked as a MARSS Coordinator at a district. Tara's current work focuses on supporting districts as they transition to reporting information to MDE via Ed-Fi.


Emily Busta Related Seminars and Products

Licensure Compliance Specialist

MN Professional Licensing & Standards Board (PELSB)


Agenda

 

Thursday, February 1

Live Virtual Sessions (all sessions recorded for on-demand viewing, except where indicated *)

8:30-9:30am

Opening Announcements & Keynote – Does Your Business Office Rock? — Dr. Lee Pritzl, ElevatedPerformance4U


 
9:30-9:40am Break

9:40-10:30am

Breakout Sessions 

2023 Legislative Update — Cathy Erickson, MDE

 

Payroll 101 — Cindy Gapinski, Rockford Public Schools


 

10:30-10:40am

Break

10:40-11:30am

Breakout Sessions

Sick About Sick Leave: Implementing Minnesota's New Earned Sick and Safe Time Act — Tim Sullivan, Ratwik, Roszak & Maloney; Kaylynn A. Johnson, Ratwik, Roszak & Maloney

 

Back to Investment Basics - Cash Flows, Diversification, and Earnings Projections — Danny Nelson, PFM Asset Management LLC


 

11:30am-12:00pm

Break

12:00-12:20pm

Lunch & List Serv


 
12:20-12:30pm

Break

12:30-1:20pm

Breakout Sessions

UFARS Update — Deb Meier, MDE; Molly Koppes, MDE

 

The Six Essential Components of a Healthy Human Resources + Business Office — Laura Eiden, Center for Effective School Operations


 
1:20-1:30pm

Break

1:30-2:20pm

Breakout Sessions

Bond Basics — Matthew Hammer, Ehlers; Matt Tourville, Ehlers

 

Special Education Finance Updates — Paul Ferrin, MDE


 
2:20-2:30pm

Break

2:30-3:20pm

Breakout Sessions

Student Support Personnel Aid — Deb Meier, MDE; Molly Koppes, MDE; Kateri Little, MDE; Kelly Wosika, MDE

 

Navigating Financial Resilience in an Ever-Changing Landscape: Data-Driven Decision Making for Financial Success — Mohammad ElSawaf, USI Insurance Services LLC; Mark Kraemer, USI Insurance Services LLC


 

Friday, February 2

Live Virtual Sessions (all sessions recorded for on-demand viewing, except where indicated *)

8:30-9:20am

Hunt the Good Stuff — Baillie Nash, Edina Public Schools - ISD 273

 

Understanding Operating Referendums and Capital Projects Levies — Michael Hart, PMA Securities, LLC; Steve Pumper, PMA Financial



 

9:20-9:30am

Break

9:30-10:20am

Understanding Compensatory Revenue — Cathy Erickson, MDE

 

Once Upon A Time (School Fraud Case Studies)Brandon Waldren, Eide Bailly


 

10:20-10:30am

Break

10:30-11:00am

Using Your Breath to Begin— Jen Phillips, Energy and Performance Mentor


 

11:00-11:50am

MEGS — Sean Fahnhorst, MDE

 

A Lawyer’s Guide to Maintaining Employee Files, Preparing Employee Handbooks, and Providing Mandatory Employee Notifications — Michael J. Ervin, Squires, Waldspurger & Mace



 
11:50am-12:15pm Break
12:15-12:30pm

Lunch & Legislative Update — Valerie Dosland, MASBO Lobbyist; Tina Burkholder, MASBO Legislative Chair



 
12:40-1:30 pm

School Board Members: Speaking their Language — Tiffany Gustin, MN School Boards Association

 

Teacher Licensing - PELSB — Katherine Anthony-Wigle, MN Professional Licensing & Standards Board (PELSB); Emily Busta, MN Professional Licensing & Standards Board (PELSB)



 
1:30-1:40 pm Break

1:40-2:30 pm

Peer Groups*









 

Back to the Top

On-Demand Sessions


On-Demand Sessions 

Solar for Schools - Things to know when considering the Solar for Schools GrantBrok Johnson, Solar Connection Inc.
We will cover all of the aspects of an on-site solar project and the areas that need to be evaluated for a school to implement on-site solar. Will also cover how schools can leverage the SFS grant and federal elective pay to offset the costs of the install, and best practices for system procurement.

Future Technologies for Heat Pump HVACJohn Brooks, Mitsubishi Electric Trane HVAC US
Introducing near-future HVAC technologies to reduce the Global Warming Potential of these systems. Hybrid VRF for Comfort Cooling and Heating, along with Heat 2o for Domestic Hot Water production.


Radon and Lead-in-Water in Minnesota Schools: Navigating the New RequirementsAmy Satterfield, IEA, Inc.
Navigating the requirements for radon and lead-in-water has become a bigger challenge as legislative and guidance requirements have changed in recent years. Resources, expertise, costs, public focus, and facility challenges impact all districts large or small, rural or urban. This presentation will provide clarification and direction on the requirements of your district's radon and lead-in-water programs, best practices, and budgeting guidance to help you plan for your facility testing and communication with staff and public.

Connect Rather Than Divide ConversationsDaniel Ludvigson, Long Prairie-Grey Eagle School District
Learn strategies and behaviors that lay the foundation to help navigate conversations so that you connect rather than divide. This presentation will touch on developing relationships, diagnosing communication issues, watching for warning signs in a conversation, how to maintain focus on important issues, strategies for creating a shared meaning in conversation, and how to move forward without confusion from a conversation. Through all of these topics we will discuss the importance of building relationships and maintaining a focus on a mutual purpose.


Understanding the ADM EstimatorKateri Little, MDE; Kelly Wosika, MDE; Jeanne Krile, MDE; Tara Chapa, MDE
MDE's FY25 ADM Estimator Tool for Districts is available just in time for budget season. Brush up on how MARSS data, ADM Web Estimates and the ADM estimator tool work together. Learn tips and best practice suggestions for forecasting your district ADM.

Maximizing Cooperative Purchasing AgreementsRyan Kleinjan, Catalyst Sourcing Solutions
While Cooperative Purchasing agreements streamline compliance requirements, we will discuss how to leverage Cooperative Purchasing Agreements within your purchasing process to maximize your dollars.


Immersive Learning: Braiding the Physical and Digital to Support Student SuccessMarisa Sergnese, Steelcase Learning
In this presentation, we will discuss the integration of digital and physical spaces to support the success of students. To effectively implement immersive learning, learning environments need to be reimagined to support the experience. We will share both primary and secondary research to understand immersive learning's value to educational outcomes and how space can play a role to ensure an enhanced experience. Sharing identified pain points, insights, and design considerations, participants will be able to assess and determine feasible micro-steps to move their current state to effective, future-ready environments.

 


Sponsors

 

Thank you, Keynote Sponsor!

Horace Mann

Thank you, Technology and Engagement Sponsor!

Cooperative Purchasing Connection

Credits

Education Credits

MASBO Credits: 
The "MASBO Credit" is our standard credit and will be offered for each one-hour live or recorded session. MASBO Credits can apply toward your MASBO certification designation. 

Board of School Administrators Credits:  
Approved administrative continuing education credits are available for most MASBO conferences, workshops, and professional development programs. For in-person events, registered attendees must attend the full event to receive credit. BOSA credits may also be available for select live or recorded webinars

CPE Credits:
There are not any CPE credits offered for the Winter Conference.