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Course

MASBO 2021 Fall Conference Encore


Credit Available - See Credits tab below.

Presenters:
James Olney |  Brian Stavenger, CPA |  Todd Netzke |  Kevin Wellen |  Kyle Bergem |  Sarah Miller |  Daniel Tranter |  Jackie Paradis |  Melissa Pribyl |  Emily Honer |  Kent Schutte |  Debra Meier A Meier |   10 more....
Duration:
14 Sessions (Duration TBD)
Access:
Never expires.

Dates

Add On Products


Description

The Encore conference option features 14 on-demand sessions to view starting on November 17:

On-Demand Sessions

  • UFARS Hot Topics
    Deb Meier, Educational Specialist II, MDE; Molly Koppes, Educational Specialist, MDE
    Deb Meier & Molly Koppes will update MASBO members on current UFARS hot topics.
     
  • State Reporting in Ed-Fi
    Tara Chapa, Ed-Fi Technical Support, MDE; Marilynn Loehr, State MARSS Coordinator, MDE; Miriam Janechek, Ed-Fi Project Manager, MDE; David Reeg, System Architect, MNIT; Kelly Wosika, Student Accounting, MDE; Gayra Ostgaard, Data Management and Student Accounting Supervisor, MDE
    This session will cover important information about the transition of several existing data submission systems as well as new data elements for the 2021-22 school year to Ed-Fi. The presentation will cover the status of the Minnesota Automated Reporting Student System, the Minnesota Common Course Catalog, and the Early Education Student data submission as well as collecting Digital Equity Information, Student Support data and 21st Century Learning Program Participation information.
     
  • Robert's Rules of Order
    Katie Klanderud, Director of Board Development, MSBA
    Covering the basics of RRO, sharing various resources, and exploring "rules for small boards." You don't need it ... until you need it!
     
  • Workplace Provisions to Support Expectant Parents
    Dave Skovholt, Systems, Communicatons and Educational Interventions Principal, Minnesota Department of Labor & Industry; Holly Glaubitz, MDH
    The Minnesota Department of Labor and Industry, the Minnesota Department of Health and the U.S. Department of Labor's Wage and Hour Division join forces to provide important information and updates on nursing mothers provisions and other laws impacting new and expectant parents in the workplace.
     
  • Retirement Plans 101
    Kent Schutte, President/CEO, EFS Advisors
    Learn the basics of the different retirement plans offered by Minnesota school districts and available for Minnesota school personnel including IRAs, Roths, 403(b)s, and 457(b)s. Learn the differences between various retirement plans and how they can be used together to achieve tax savings and deferrals.
     
  • Nondiscrimination Testing 101
    Loni Morrow, General Counsel, Aviben, a Division of Educators Benefits Consultants LLC
    The purpose of nondiscrimination testing is to ensure that tax-free benefits are not being provided disproportionately to higher compensated employees. Learn the basics of nondiscrimination testing, some common reasons that benefit plans fail, and some strategies to try to prevent failures.
     
  • Making School Finance Understandable
    John Hutchison, CPA, MBA, SFO, Deputy Superintendent for Business and Operations, Olathe Public Schools
    Are you having difficulty getting teachers, staff, the public and even your board to understand the basics of school finance topics? Explore how to avoid finance jargon and explain school finance in terms anyone can understand. Learn proven design and presentation techniques that will help convey your message. Clear examples and references will be presented that will engage yuor district's staff and community in meaningful dialogue about school finance.

Recorded Conference Sessions

  • Strategic Workplace Takeaways from a Year with COVID-19
    James Olney, J.D., Senior VP /Senior Compliance & Workplace Consultant, USI Insurance Services
    While it seems like COVID-19 presented a series of once-in-a-lifetime challenges, in many ways, it was no different than any other workplace disaster. Join us for this session covering workplace lessons learned from COVID-19 and how to be more prepared for the next life-altering event.
     
  • Bounce Back Project: Promoting Health Through Happiness
    Melissa Pribyl, Community Health & Wellness Specialist, CentraCare
    The Bounce Back Project promotes health through happiness by reminding everyone of resiliency tools that are quick and easy to use. Research shows that using these simple tools can help us retrain our mind to focus on the positive and can increase feelings of well-being and decrease feelings of depression. These tools can also open us to the possibility of greater social connections, improved sleep, enhanced memory and stronger immune system function. Anyone can use these tools to make a difference in their life. In a world faced with many challenges, getting back to the basics can be very helpful!
     
  • Streamlining Your Audit Through Advanced Preparation and Technology
    Kyle Bergem, Business Manager, Menahga School District; Brian Stavenger, CPA, Eide Bailly; Kevin Wellen, Supreintendent, Menahga Public School
    In just over a year the Menahga School was able to move from a September audit to a July audit that in the eyes of the auditors, it could not have been much more efficient and concise. Kyle Bergem, the Business Manager from Menahga and their auditor Brian Stavenger from Eide Bailly will explain the proactive strategies that led to this transformation from both perspectives.
     
  • Anticipating Year End Results
    Jackie Paradis, Business Manager, School Management Services; Todd Netzke, Senior Advisor, Analytics, Forecast5
    A good understanding of anticipated year end results is vital to effective financial planning for a school district. The annual audit should not present surprising results. Monthly tracking of the budget provides a good understanding of the anticipated year-end financial position of the district and sets the stage for meaningful dialogue about the financial future of the school district. This session will present ways to track budget performance to effectively predict year end fund balances
     
  • Long-Term Facilities Maintenance Overview of the FY 21 reconciliation process and important LTFM ten-year planning details schools need to know.
    Sarah C. Miller, Education Finance Specialist 2, Minnesota Department of Education
    This presentation will walk you through the FY 21 Reconciliation Process to review closeout timelines; Cost Reconciliation Report (LTFM Approved vs. UFARS Costs); the 20-21 LTFM Aid Entitlement Report; Appeal Process – how does this all fit together? LTFM details we all should know – aspects of UFARS coding; Ten-Year Expenditures Balance Sheet section; Bonding options; LTFM Revenue calculation.
     
  • Food Service Procurement Procedures
    Emily Honer, Supervisor, Business Operations Support Services, Minnesota Department of Education
    Most schools participate in the National School Lunch Program, School Breakfast Program and the After School Snack Program. These programs are administered by MDE on behalf of the USDA. When a school decides to contract their meal service, not only must the school comply with federal and state procurement standards but must also provide MDE with specific information at certain times during the procurement process in order to comply with the USDA's school meal program. This 50 minute training will review the federal and state regulations, the process at the local level and which documents must be provided to MDE.
     
  • Indoor Air Quality: Regulations and Guidance
    Dan Tranter, Environmental Health Supervisor, Minnesota Department of Health
    There are several regulations, various recommendations, and many resources concerning indoor air quality in schools. This session will discuss IAQ and summarize requirements and guidelines to maintain and improve indoor air. The presentation will focus on IAQ plans, radon, ventilation, and air cleaning.

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 on-line 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.

MASBO credits are automatically available for viewing sessions in the Encore option. To also receive BOSA credits, select this option during your registration. CPE credits from NASBA are only available at the in-person conference, and not with the Encore conference option.


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.

Credits


Board of School Administrators Credit(s)

Board of School Administrators Credits: 5


MASBO Credit(s)

MASBO Credits: 14



Handouts

Presenter

James Olney Related seminars and products

Employment Law Attorney and HR consultant

Associated Financial Group/Associated Bank



Todd Netzke Related seminars and products

President

Forecast5


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.


Kevin Wellen Related seminars and products

Superintendent

Menahga Public School


Kevin Wellen, Superintendent for the Menahga School District with thirty-four years of experience in education. Twenty-four of those years are in administration. Kevin is a graduate of St. Cloud State University, and is currently ABD in their doctoral program.


Kyle Bergem Related seminars and products

Business Manager

Menahga Public Schools


Sarah Miller Related seminars and products

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.


Daniel Tranter Related seminars and products

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.


Jackie Paradis Related seminars and products

Business Manager

School Management Services, LLC


Jackie Paradis has been working in school district finance for 17 years. Jackie has worked with School Management Services since 2006 and is currently serving as the Business Manager for Red Wing Public Schools, New City School and Goodhue County Education District.


Melissa Pribyl Related seminars and products

Community Health & Wellness Specialist

CentraCare


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. 


Emily Honer Related seminars and products

Supervisor, Business Operations Support Services

MDE


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.


Kent Schutte Related seminars and products

President/CEO

EFS Advisors


Kent Schutte, President of EFS Advisors, (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 47 Financial Advisors managing over of $2.5 billion.


Debra Meier A Meier Related seminars and products

Education Finance Specialist

Minnesota Department of Education


Kelly Wosika Related seminars and products

Student Accounting 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.


Marilynn Loehr Related seminars and products

MARSS Coordinator

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.


Loni Morrow Related seminars and products

General Counsel

Aviben


Loni Morrow is the General Counsel of Aviben, formerly Educators Benefit Consultants, LLC. She graduated from Duke Law School in 2012 and practiced at a law firm for eight years. She recently left private practice in July of 2020 to join Aviben.


Gayra Ostgaard Related seminars and products

Minnesota Department of Education



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.


Miriam Janechek Related seminars and products

Minnesota Department of Education



David Skovholt Related seminars and products

Minnesota Department of Labor & Industry


Sponsors

Thank you, Keynote Sponsor!

Educators Benefit Consultants, LLC Supports MASBO!

Thank you, Technology Sponsor!

EFS Advisors Supports MASBO!

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