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MASBO 2021 Fall Conference Encore, 11/17/2021 8:00:00 AM CST, Course More info »
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Live Event

MASBO 2021 Fall Conference

Credit Available - See Credits tab below.

Available Dates:

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This year's conference returns to in-person format! All sessions will be available on-site. We do understand that some may not be able to attend the conference in person, and to accommodate that, we've provided a track of sessions that will be recorded and made available — along with 7 additional sessions — as part of our Conference Encore program. Register above to attend the conference live, or click here to register for the Conference Encore. All 14 sessions offered in the Conference Encore are included with the in-person conference registration.

Keynote Presenter

Thursday Keynote Presentation
“Pockets of Joy: Further, Faster, Together” 
Roxane Battle, Vice President, Advocacy and Community, Sanvello Health, (UHG)

What a year. From COVID-19 to continued social reckoning and global unrest, the ‘new normal’ has appeared in fits and starts, creating unprecedented levels of burnout, anxiety, and stress. In this session, television news personality, turned mental health advocate and author, Roxane Battle is here to help. As Vice President of Advocacy and Community at Sanvello Health, she’s got answers on how to build resilience in the face of so much change. You’ll learn simple ways to create safe inclusive spaces to talk about mental health and build connection. An expert and engaging storyteller, Roxane’s presentation will leave your team inspired to get to a healthier, happier place and find those pockets of joy, together.

MASBO Connections

Immediately following the last session on Thursday, conference attendees are invited to join us and connect with other current and past school business professionals before you head home or to dinner on your own.

Schedule at-a-Glance

See the Agenda tab for a full schedule of sessions. Due to possible COVID-19 restrictions for presenters to be able to present in-person, please note that a few of the breakout sessions will utilize presenters who are presenting live, but will do so virtually.

Thursday, November 11

7:30-8:30am — Registration
8:30-10:00am — Opening Session and Keynote
10:15-11:05am — Breakout Sessions
11:20am-12:10pm — Breakout Sessions
12:10-1:15pm — Lunch
1:15-2:05pm — Breakout Sessions
2:20-3:10pm — Breakout Sessions
3:00-4:30pm — MASBO Connections – Exhibit Fair and Member Meet-Ups

Friday, November 12

7:45-9:00am — Registration
8:00-9:00am — Resource Committee Meetings
9:00-9:30am — Opening Session
9:45-10:35am — Breakout Sessions
10:50-11:40am — Breakout Sessions
11:40am-12:45pm — Lunch
12:45-1:35pm — Peer Group Discussions
1:50-2:40pm — Breakout Sessions


Please sign in above to gain access to all rates available to your member type.

  Member Non-Member Lifetime Retiree Student
  By 11/2 After 11/2 By 11/2 After 11/2 By 11/2 After 11/2 By 11/2 After 11/2 By 11/2 After 11/2
Full Conference (Thursday and Friday) $225 $250 $290 $325 $100 $120 $125 $150 $150 $150
Thursday OR Friday  $130 $150 $170 $200 $50 $60 $70 $90 $80 $80
$80 $80 $125 $125 $30 $30 $40 $40 $25 $25

Additional Recorded Sessions

Registration for the live Conference also includes access to the Conference Encore, a set of on-demand sessions offered following the conference. These sessions include 7 recorded sessions from the conference and 7 additional on-demand sessions. All sessions will be available on November 17.

On-Demand Sessions

  • UFARS Hot Topics
  • State Reporting in Ed-Fi
  • Robert's Rules of Order
  • Workplace Provisions to Support Expectant Parents
  • Retirement Plans 101
  • Nondiscrimination Testing 101
  • Making School Finance Understandable

Recorded Conference Sessions

  • Strategic Workplace Takeaways from a Year with COVID-19
  • Bounce Back Project: Promoting Health Through Happiness
  • Streamlining Your Audit Through Advanced Preparation and Technology
  • Anticipating Year End Results
  • Long-Term Facilities Maintenance Overview of the FY 21 reconciliation process and important LTFM ten-year planning details schools need to know.
  • Food Service Procurement Procedures
  • Indoor Air Quality: Regulations and Guidance

Certification Courses

MASBO will offer two certification courses on Wednesday, November 10, at the Minneapolis Marriott Northwest: Buildings & Grounds II and Legal & Personnel II. Register for the 2021 MASBO Fall Conference Certification Courses now!

Education Credits

MASBO will provide continuing education credits from the Minnesota Board of School Administrators for the certification courses and full conference. CPE credits from the National Association of State Boards of Accountancy (NASBA) are offered for select educational sessions. For more information on CPE credits and continuing education credits, please visit the Education Credit Hours page.

Health & Safety

MASBO is committed to providing a safe experience at our 2021 Fall Conference and certification courses.  We are working closely with the Marriott on measures to help mitigate and prevent the spread of COVID-19 and are working diligently to ensure a safe conference experience.  Our association is continuing to monitor the recommendations of the CDC (Centers for Disease Control) as well as local, state, and federal guidelines.  An increasing number of school districts are implementing masking requirements, and Hennepin County and the City of Brooklyn Park (where the Marriott is located) also require masks at their public facilities.  We believe that our policies should reflect those of the conference attendees, and the city where the event will be held.  Therefore, a mask requirement will be in place for the conference in any public indoor setting, and physical distancing is encouraged.

Mask Requirement

Masks are required at the 2021 MASBO Fall Conference and certification courses for all participants (including registrants, guests and exhibitors).  All participants must wear a mask to gain access to the event, and leave their masks on in public, indoor spaces, only removing them when actively eating or drinking.  

Physical Distancing

MASBO asks that attendees refrain from physical contact – including hugs and handshakes – with other attendees.  Fist and elbow bumps are encouraged!

What You Can Do To Stay Safe

Ultimately, there is an inherent risk of exposure to COVID-19 with any public gathering. While MASBO and the Marriott are taking your safety and that of our staff very seriously by employing COVID-19 safety protocols, best practices, and sanitation initiatives, we cannot guarantee that these measures will completely protect you from contracting COVID-19. The best way to have a safe event is for everyone to be diligent about their own personal safety both inside and outside of the conference.

We ask all attendees to do their part by taking personal responsibility and remaining vigilant about their own health, including:

  • Wearing face coverings in indoor places throughout the city (e.g., restaurants, bars, and other indoor attractions)
  • Maintaining physical distancing in indoor spaces
  • Using hand-sanitizing stations
  • Washing your hands frequently
  • Self-monitoring for signs and symptoms of COVID-19 (symptoms typically include fever, cough, and shortness of breath)

Please watch for additional updates to this policy, and contact Connie Nordquist, MASBO Executive Director at with any questions.

Registration Agreement

All attendees at MASBO events agree to the terms our Registration Agreement. If you do not agree to these terms, do not register for the event.


Board of School Administrators Credit(s)

Board of School Administrators Credits: 8

MASBO Credit(s)

MASBO Credits: 8



Roxane Battle's Profile

Roxane Battle Related seminars and products

Vice President, Advocacy and Community

Sanvello Health

Roxane Battle is Vice President of Advocacy and Community at  Sanvello Health, the top-rated app for anxiety, stress, and depression with 4 million subscribers. Roxane hosts “Checking in with Roxane Battle” seen in the Sanvello app, supporting members on their journeys to better mental health.  Prior to coming to Sanvello, Roxane spent 20+ years as a television journalist, including work as an award-winning news anchor and Emmy-nominated reporter at NBC Minneapolis, CBS, and FOX. 
A Minnesota native, Roxane earned her undergraduate degree in journalism from the University of Minnesota-Twin Cities. She completed her master’s degree in journalism at the University of Missouri-Columbia.

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Educ Finance Specialist 2

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.

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Palmer Bus Service

Jenna Fromm is the CEO of Palmer Bus Service, she stepped into this leadership role 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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Environmental Health Supervisor

Minnesota Department of Health

Dan Tranter is the supervisor of the Indoor Air Unit at the Minnesota Department of Health. He has been with the Indoor Air Unit since 2001 and has a Master of Public Health Degree from the University of Minnesota. The Indoor Air Unit conducts research, education and outreach concerning indoor air quality, especially radon, mold and carbon monoxide. Unit staff also regulate smoking in public places, air quality in enclosed sports arenas, and radon professional licensure.

Jodie M Zesbaugh's Profile

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Financial Advisor

Ehlers & Associates, Inc.

Jodie joined Ehlers' Roseville office as a Municipal Advisor in 2009 to help Minnesota school districts design and implement financial solutions. Prior to joining Ehlers she was an Education Industry Specialist for Sunergi, Inc. and previous to that was Director of Financial Operations at South Washington County School District for 15 years.

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Ehlers & Associates, Inc.

Although new to Ehlers, Aaron brings 16 years’ experience from his previous employment with South Washington County Schools and South St. Paul Public Schools as their Director of Finance to his role as Financial Specialist on Ehler’s Education Finance Team.

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Student Transportation Specialist

Minnesota Department of Education

Kelly Wosika has been a State of Minnesota employee for 27 years and with the Department of Education for 21. As the student accounting specialist, she assists with maintenance of the student accounting system and other systems used to collect non-student data required for aid and ley calculations. She works to assure that accurate and timely data are available for the calculation of general education and categorical aids and levies for all school districts and charter schools. Kelly assures that accurate data for state enrollment projections, budgeting and other reported data required by statute, federal law or contract are available.

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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.

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Supervisor, Business Operations Support Services


Emily Honer supervises the Business Operations Support Services team at the Minnesota Department of Education under the Nutrition Services division. Emily has been in the government sector of Wisconsin and Minnesota for 10 years, including; county, tribal and state government departments. Most of Emily’s experience comes from federally-funded programs.

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Account Executive


Katie has worked in the spending account industry for over 10 years and has held various positions, most recently as an account executive at Further. Katie services commercial and public sector clients in the Twin Cities and greater Minnesota, concentrating on consumer directed programs that include FSA, HSA, HRA, and VEBA. She is a certified HSA expert and an active member of MASBO. Katie holds a BS degree in Business Administration from the University of Wisconsin, River Falls.

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Special Investigations Director

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Mark F. Kerr, JD, CFE, is the Office of the State Auditor's Special Investigations Director.  In various capacities, Mark has practiced local government law for over 25 years.  Prior to assuming his current role, he served the Office of the State Auditor as Assistant Legal Counsel.  He also practiced law for three years with the Ratwik, Roszak & Maloney law firm representing school districts and other local units of government.  After graduating from the WIlliam Mitchell College of Law, magna cum laude, Mark served as judicial clerk for the Chief Judge of the Minnesota Court of Appeals.

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Division of School Finance

Minnesota Department of Education

Sarah Miller was employed as Director of Business Affairs 12 years – three Minnesota School Districts; 11 years with MDE. She is an Education Finance Specialist 2 – Budget and Facilities/LTFM (previously 7.5 years with Financial Management team). Sarah has a B.S. degree in Business Administration/Accounting and MASBO member for 22 years.

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Senior Registered Architect


Brian has been leading design teams on diverse architectural projects for 35 years, with a focus on educational clients. Working with the team’s designers, energy modelers, sustainability experts, and engineers Brian helps Clients determine the best areas to focus capital investments, and has seen solar PV arrays gain increased viability.

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Senior Registered Engineer


Todd has provided electrical designs to education, government, and industrial clients for 33 years. Todd’s experience includes new and renovated K-12 schools. Recent solar PV work includes both ground and roof-mounted solar array installations and numerous return-on-investment studies for a diverse set of clients and building types.

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

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.

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University Of Minnesota

Katie Pekel, EdD, is the Principal in Residence at the University of Minnesota where she leads the Minnesota Principals Academy, a legislatively funded executive development program for school leaders; the Executive PhD program; and the Urban Leadership Academy. Dr. Pekel has served at all levels of K-12 education including as a high school English teacher, an elementary principal and a middle school principal. She has collaborated with Dr. Muhammad Khalifa in the development of the Culturally Responsive School Leadership Academy and Dr. Kim Gibbons on numerous research to practice presentations and projects. Dr. Pekel recently has led two state-wide surveys regarding the impacts of the pandemic on K-12 education in Minnesota, and a state-wide project on diversification of the educator workforce.

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Alyssa Parr, PhD, is a research associate at the Center for Applied Research and Educational Improvement (CAREI) at the University of Minnesota’s College of Education and Human Development. In April 2020, Dr. Parr graduated with her PhD in Applied Developmental Psychology from the University of Pittsburgh where she wrote her dissertation on white teacher candidates’ learning about racial equity in teacher practice. Dr. Parr is currently leading CAREI’s research and outreach with the Minnesota Statewide Longitudinal Education Data System (SLEDS) and the evaluation of the Academic Collaboration and Coordination Model to Ensure Student Success in STEM (ACCESS STEM) partnership supporting students with a demonstrated financial need in pursuing STEM careers. In addition, Dr. Parr contributes to various other evaluation and technical assistance projects in partnership with the Minnesota Department of Education and Office of Higher Education.

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(Victor) Coy Carter, Jr. is a fourth-year doctoral student in Education Policy and Leadership at the University of Minnesota – Twin Cities under the advisory of Dr. Muhammad Khalifa. His primary research revolves around school choice policy and the racialization of space. Additional research interests include uplifting the experiences of Black students and how academia influences education policy. He is a research assistant for Dr. Katie Pekel and the Center for Applied Research for Educational Improvement (CAREI) where he is working on assisting in diversifying the educator workforce. Prior to joining the doctoral program, he worked at a law firm as non-lawyer where he contributed education focused legal and policy research. Coy holds a B.A. in Political Science and Applied Philosophy from Simpson College (IA) and a M.A. in Educational Foundations, Policy, and Practice from the University of Colorado at Boulder.

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Senior Analytics Advisor


Todd Netzke has been working in Public Finance for over 20 years. He joined Forecast5 Analytics as a Senior Analytics Advisor in August of 2019. As a part of the Forecast5 team, Todd works on product development and customer training and support.

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Ryan Fetters has served as a municipal advisor for K-12 schools and other municipalities for more than 14 years. He has practiced in the areas of debt management, capital planning and budgeting. Ryan earned a bachelor’s degree from Wabash College and a master’s degree of public affairs, specializing in public finance and economic development from Indiana University. Ryan works out of Baker Tilly’s Saint Paul office.

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Melissa Pribyl has been a registered nurse since 1994 and has enjoyed many years of caring for patients in cardiology and emergency department settings. Her transition to Community Health and Wellness Specialist at CentraCare has brought a new focus in which to practice nursing with passion and enthusiasm. Melissa completed her Master’s Degree in Nursing Leadership and Management and thrives at working on big-picture projects. Being part of the Bounce Back Project has been a rewarding way to bring mental wellness and resiliency to the local community and healthcare members. 

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Bob Noyed Related seminars and products

Senior Strategic Consultant


Bob Noyed has 30 plus years of experience as a school district communication professional. He has worked for several metro area districts and has served in a consulting role for districts throughout the nation. He is a regular presenter at state and national conferences and writes regularly on school communication topics.

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Lodging Information

Lodging Information

Minneapolis Marriott Northwest
7025 Northland Drive N, Brooklyn Park, MN 55428
Phone: 763-536-8300

Room Rate: $147 per night
Make a Reservation online
Reservation by Phone: 877-303-1681

A block of rooms has been reserved for November 10 and 11. Online registration is available. You can also reserve your room by calling 877-303-1681. Mention the MASBO event when you book when you call.

The special room rate of $147 (plus applicable state and occupancy taxes) per night for single or double occupancy will be available until October 25, 2021 or until the group block is sold-out, whichever comes first.

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.


Thank you, Keynote Sponsor!

Educators Benefit Consultants, LLC Supports MASBO!

Thank you, Technology Sponsor!

EFS Advisors Supports MASBO!


Minneapolis Marriott Northwest

7025 Northland Drive North, Brooklyn Park, Minnesota 55428, United States
(763) 536-8300


Thursday, November 11
Date/Time: Thu, Nov 11, 2021 - 07:30A to 08:30A (CST)
Keynote — Pockets of Joy: Further, Faster, Together
Date/Time: Thu, Nov 11, 2021 - 08:30A to 10:00A (CST)
Speaker(s): Roxane Battle
Date/Time: Thu, Nov 11, 2021 - 10:00A to 10:15A (CST)
Breakout Sessions | 10:15–11:05 a.m.
Communicating through the Noise: Tips and Ideas to Effectively Share your Messages during Challenging Times
Speaker(s): Bob Noyed
The Federal Reserve, Fiscal Policy, and the Impact on School Finances
Speaker(s): Danny Nelson
Strategic Workplace Takeaways from a Year with COVID-19 (CPE)
Speaker(s): James Olney J.D.
Getting Started with B3 Benchmarking
Speaker(s): Kathy Miller , Kevin Holm
Breakout Sessions | 11:20 a.m. – 12:10 p.m.
How to Get a Good Deal on Your Next Bond Sale
Speaker(s): Michael Hart , Steve R Pumper
You've Been Sued, Now What? Legal and Administrative Claims against School Districts
Speaker(s): Liz Vieira
Bounce Back Project: Promoting Health Through Happiness
Speaker(s): Melissa Pribyl
GASB 87: How to Prepare for the Upcoming Lease Accounting Changes (CPE)
Speaker(s): Bonnie Schwieger CPA, Abby Schmidt
Lunch | 12:10 – 1:15 p.m.
Breakout Sessions | 1:15 – 2:05 p.m.
Immunizations for COVID-19: What's Next?
Speaker(s): Margaret Skelton
Financing Options for Minnesota School Districts
Speaker(s): Ryan Fetters , Kelly Smith , Lori S Volz
Streamlining Your Audit Through Advanced Preparation and Technology (CPE)
Speaker(s): Kyle Bergem , Brian Stavenger CPA, Kevin Wellen
The One Word That Will Define Your Leadership
Speaker(s): David Swan
Break | 2:05 – 2:20 p.m.
Breakout Sessions | 2:20 – 3:10 p.m.
Anticipating Year End Results
Speaker(s): Jackie Paradis , Todd Netzke CPA
Solar Photovoltaic Panels in Support of K-12 Operations and Mission
Speaker(s): Todd Volkmeier PE, LEED AP, Brian Morse AIA
Diversification of the Educator Workforce (CPE)
Speaker(s): Katie Pekel
Negotiations in the Era of COVID
Speaker(s): John Edison
MASBO Connections | 3:00 – 4:30 p.m.

It's been too long since we've been together! As we conclude this first day of the conference, we'll be taking time to connect with each other. Visit with our Associate Members during our exhibit fair, and enjoy a reception to catch up with other members. There also will be a chance for the New Member Circle participants and members of Leadership Academy Cohort 6 to get together after spending too much time meeting remotely this past year.

Friday, November 12
Date/Time: Fri, Nov 12, 2021 - 07:45A to 09:00A (CST)
Committee Meetings | 8:00 – 9:00 a.m.
General Session: Welcome and MASBO Updates | 9:00 – 9:30 a.m.
Break | 9:30 – 9:45 a.m.
Breakout Sessions | 9:45 – 10:35 a.m.
Long-Term Facilities Maintenance Overview of the FY 21 Reconciliation Process and Important LTFM Ten-Year Planning Details Schools Need to Know
Speaker(s): Sarah Miller
How to Leverage HSA/VEBA Hybrid Health Plans to Help Your Employees Save Money on Healthcare
Speaker(s): Katie Reger
Lessons Learned from COVID-19: Recruiting and Retaining Employees in the New Work World
Speaker(s): Leah Davis
Office of the State Auditor Special Investigations: Information and Examples (CPE)
Speaker(s): Mark Kerr JD, CFE
Break | 10:35 – 10:50 a.m.
Breakout Sessions | 10:50 – 11:40 a.m.
What You Need to Know about Online and Blended Learning Options, According to MDE, School Finance
Speaker(s): Kelly Wosika , Kelly Garvey
Food Service Procurement Procedures
Speaker(s): Emily Honer
Onboarding New School Board Members
Speaker(s): Katie Klanderud
Truth In Taxation Public Hearing and Overview of Overall Property Tax Process (CPE)
Speaker(s): Jodie M Zesbaugh , Aaron Bushberger
Lunch | 11:40 a.m. – 12:45 p.m.
Peer Group Discussions | 12:45 – 1:35 p.m.
State and Federal Grants
Excel & Google Sheet Office Hours
Speaker(s): Jean Kopp
Managing Remote Work
HR/Payroll Topics
Break | 1:35 – 1:50 p.m.
Breakout Sessions | 1:50 – 2:40 p.m.
School Transportation
Speaker(s): Jenna Fromm
Indoor Air Quality: Regulations and Guidance
Speaker(s): Daniel Tranter
Special Ed Updates
Speaker(s): Paul Ferrin

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