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Course

MASBO 2022 Fall Conference


Credit Available - See Credits tab below.


Dates



Description

Your registration for the 2022 Fall Conference includes two days of in-person learning and networking plus all on-demand Encore sessions. There are twelve Encore sessions—some are recorded sessions from the conference, while others are only being presented as on-demand webinars. This gives you the flexibility to maximize your time while at the conference, while also having access to sessions on your own time.

Agenda at a Glance

Thursday, November 3
7:30am-8:30pm Registration
8:30-9:45am Opening Session & Keynote
10:00am-10:50am Breakout Sessions
11:05am-11:55am Breakout Sessions
11:55-1:00pm Lunch
1:00-1:50pm Breakout Sessions
2:05-2:55pm Breakout Sessions
3:00-4:30pm New Member Gathering
Friday, November 4
7:45am-9:00am Registration
8:00am-9:00am Committee Meetings
9:00-9:50am Breakout Sessions
10:00-10:50am Breakout Sessions
11:00-11:50am Breakout Sessions
11:50-12:40pm       Lunch
12:40-1:30pm Peer Group Discussions
1:40-2:30pm Breakout Sessions

Keynote: Your Part of the Story

Brett Carlson
Community Education and Early Learning Director – North Branch Area Public Schools

Brett Carlson

A single phone call can alter the course of your life. Brett Carlson was embarking on a six-month sabbatical with this family when he received news that would alter their travel plans and forever change their lives. This single phone call would challenge the depths of the power of positive thought, and open his eyes to a world of support and human compassion. We can never take for granted the stories of the people we serve and the difference we may be making in someone’s life simply by doing our jobs every day.

 

Thank You, Conference Sponsors!

EFS Advisors Aviben


 

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: 10

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


MASBO Credit(s)

MASBO Credits: 10

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.


CPE Credits

Credits: 13

CPE credits are available for select sessions at MASBO in-person conferences, in fields of study including Personal Development, Finance, Auditing, Computer Science, Accounting (Governmental), Administrative Practice, Production, Personnel/HR, Business Law, and Accounting. View all fields of study here.

To receive credit for CPE-eligible education sessions, attendees must be registered conference attendees and wearing a conference name badge, and must sign in on the session attendee log prior to the start of the session.  At the conclusion of the session, attendees must sign out on the same form.  The session moderator will maintain the log during the session.  Qualified attendees will get access to a certificate of credit located in the MASBO Learning Center under your member profile.  All sessions are offered at a basic program level and require no program prerequisites or advance preparation.

CPE logo

The Minnesota Association of School Business Officials is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.



Presenter

Andrew Adams's Profile

Andrew Adams Related seminars and products

Executive Director of Finance & Operations

Austin Public Schools, ISD 492


Kristine Anderson Related seminars and products

Education Finance Specialist 2

Minnesota Department of Education


Randy Anderson Related seminars and products

Director of Business Services

Ehlers & Associates, Inc.


Randy is a Product Manager with our Minnesota Education Team, bringing nearly 25 years of school finance experience to his role with the firm. Prior to joining Ehlers, he led the Business Services functions for several Minnesota school districts, including New Prague, Elk River, Lakeville and North St. Paul-Maplewood-Oakdale. Since retiring from North St. Paul in 2021, Randy has remained active in education finance as well as coaching tennis for Red Wing Public Schools.


Lori Bauer Related seminars and products

President

Climate Makers, Inc.


Lori is owner of CMI since 2006, coming thru the industry from service technician to service manager to project manager to owner. She carries the master licenses for the business. Not sure how this qualifies for the finance side of any industry but she is willing to share her spreadsheet tool she uses for customers.


Jill Bemis Related seminars and products

Minnesota Department of Education


Jill Bemis, Education Finance Specialist, has been with the Department of Education since 2011. Her primary focus is providing technical assistance and reviewing expenditures for inclusion in the state special education aid formula. She reviews Alternative Delivery of Specialized Instructional Services (ADSIS) budgets, Access to Career and Technical Education - Special Education (ACTE-SPED) transactions, vehicle and construction requests, and special student placement applications.


Kelly Benusa Related seminars and products

Director Business Services

ISD 279 Osseo Area Schools


Kyle Bergem Related seminars and products

Business Manager

Menahga Public Schools


Denise Berger Related seminars and products

Special Education Data and Finance Specialist

Minnesota Department of Education


Sarah Breiner Related seminars and products

U.S. OMNI & TSACG Compliance Services


Sarah holds a Bachelor of Arts degree in Sociology & Psychology from Stony Brook University and a Juris Doctor from Touro College Jacob D. Fuchsberg Law Center, where she graduated magna cum laude. Sarah is admitted to practice law in New York State and several Federal District Courts. Sarah works closely with U.S. OMNI's clients to ensure that their 403(b)/457(b) plans are operating in accordance with IRS regulations and applicable state law, as well as providing assistance to U.S. OMNI’s clients in connection with IRS audits. Sarah has also presented at ASBO events throughout the country and currently serves on NTSA’s Research Committee. Sarah maintains her professional status by annually completing the required legal education. Prior to joining U.S. OMNI, Sarah worked at a Rochester, New York law firm handling complex litigation. Sarah has over 14 years of experience practicing law in a range of areas.



Brett Carlson Related seminars and products

Community Education and Early Learning Director

North Branch Area Public Schools ISD#138


Zachary Cronen Related seminars and products

Rupp, Anderson, Squires, Waldspurger & Mace


Zachary Cronen is a shareholder with Rupp, Anderson, Squires, Waldspurger, & Mace, P.A. His primary areas of practice include general municipal and school law, civil litigation, real estate transactions and litigation, labor and employment, and election law. He earned his B.A. from the University of Minnesota and his J.D., summa cum laude, from William Mitchell College of Law.


Mohammad El-Sawaf Related seminars and products

Business Insurance Consultant

USI Insurance Services


Mohammad is a Vice President and risk management specialist. He consults in commercial risk management and insurance solutions, focusing on partnering with school districts to help them identify and control their total cost of risk. Previously, Mohammad worked as an underwriter for Allianz Global Corporate & Specialty where he underwrote for middle-market clients. Mohammad has a bachelor’s degree in Speech Communications Studies from the University of Minnesota, a Master of Business Administration from Augsburg University, and was a fellow of the Nobel Peace Prize Forum. Mohammad enjoys hunting of all types – specifically waterfowl and upland game.


Paul Ferrin Related seminars and products

Special Education Data & Funding Specialist

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.


Ryan Fetters Related seminars and products

Baker Tilly


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


Jenna Fromm Related seminars and products

Palmer Bus Service


Jenna started her professional life as a Spanish Teacher. She continued her education and received her Master's Degree in Educational Leadership at Bethel University. Jenna stepped into a leadership role with Palmer Bus Service in 2015. She sees herself as a servant/leader and believes that surrounding herself with great people is of utmost importance.


Tracy Gann-Olehy Related seminars and products

Minnesota Department of Education


Wayne Gilman Related seminars and products

Teachers On Call, A Kelly Education Company


For decades, Wayne Gilman served as an educational leader with 15 years of experience as a superintendent. He served in the Army National Guard as an Infantry Officer and retired with the rank of Major. In 2017, Gilman joined Teachers On Call, A Kelly Education Company, as a consultant.


Kathryn Haase's Profile

Kathryn Haase Related seminars and products

Director of Business & Finance

Willmar Public Schools


Michael Hart Related seminars and products

PMA Financial Network,LLC


Darcy Hitesman, JD Related seminars and products

Attorney

Hitesman and Wold 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.


Jake Horejsh Related seminars and products

Intermediate District 287


Mike Hueller Related seminars and products

Coordinator Business Services

ISD 279 - Osseo Area Schools


Katie Klanderud Related seminars and products

MSBA


Katie Klanderud is the Director of Board Development at the Minnesota School Boards Association (MSBA.) In her 15th year of planning conferences and presenting workshops for MSBA she has had the opportunity to meet with hundreds of school board members and school district staff across the state of MN.


Stephen Knutson Related seminars and products

Attorney (Partner)

Knutson, Flynn & Deans


Stephen Knutson is a partner at Knutson, Flynn & Deans and is currently in his 37th year. During that period of time he has represented Minnesota school districts in a myriad of matters including literally hundreds of cases of discrimination involving employees and students.


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.


Mark Kraemer Related seminars and products

Certified Work Comp Professional

Associated Benefits and Risk Consulting


Mark Kraemer, CIC, CWCA Certified Work Comp Advisor is one of Minnesota’s first Certified Work Comp Advisors and named the first agency advisor council for one of the largest self-insured funds in Minnesota. Mark has been a long time speaker and educator on the topic of workers compensation. Mark and his USI team use a process approach to control and minimize the impact of claims, thus driving the experience mod down and adding to clients’ bottom lines.


Joseph J Langel Related seminars and products

Attorney

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.


Jim Martin Related seminars and products

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.


Debra Meier A Meier Related seminars and products

Education Finance Specialist

Minnesota Department of Education


Patty Melander Related seminars and products

Payroll Specialist

Menahga Public Schools


Sarah Miller Related seminars and products

Division of School Finance

Minnesota Department of Education


Sarah Miller was Finance Director for three Minnesota school districts for 12 years, and consulted with two charter schools. She has been employed since 2012 at MDE as an Education Finance Specialist with the Financial Management/Budget Facilities teams. Sarah has a BS in Business Administration – Accounting – UNC, Greeley, Colorado.


John H. Morstad's Profile

John H. Morstad Related seminars and products

Executive Director of Finance & Operations

ISD 279 - Osseo Area Schools


Bob Noyed Related seminars and products

Senior Strategic Consultant

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.


Gayra Ostgaard Related seminars and products

Minnesota Department of Education


Gayra Ostgaard is the Data Management and Student Accounting Supervisor at the Minnesota Department of Education. She has been at MDE for seven years and prior to joining School Finance worked as the Data Governance Coordinator for MDE. Her team of nine people is responsible for many of the data the systems districts and charters report funding related data to MDE including but not limited to MARSS, transportation, and PSEO data.


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.


Katie Reger Related seminars and products

Account Executive

Further


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.


Barbie Roessler's Profile

Barbie Roessler Related seminars and products

Director of Finance and Operations

New Ulm Public Schools


Katharine Saphner Related seminars and products

Knutson, Flynn & Deans


Katharine Saphner is an attorney at Knutson, Flynn & Deans, where she has worked for three years practicing education law and representing school districts on a variety of matters, including matters related to the Safe and Supportive Minnesota Schools Act and discrimination under both state and federal law.


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.


Bonnie Schwieger, CPA Related seminars and products

Audit Manager

Abdo, Eick & Meyers, LLP


Bonnie Schwieger, CPA is an Audit Manager with Abdo, Eick & Meyers. Ms. Schwieger joined the Firm in 2012 after graduating from Minnesota State University, Mankato. Her work includes assisting in the audits of several municipal, school district and Single Audits. 


Sean Smith Related seminars and products

Hildi Inc., A Division of USI Consulting Group


As a former EBD teacher and current coach, Sean has a passion for providing school districts with the best possible risk management experience. Our School Focus Group mission is to identify, prioritize and implement continuous improvement through our client service plan process, educating districts on best practices and serve every community as if their our own.


Katherine Sullivan Related seminars and products

Minnesota School Boards Association


Katherine is the Associate Director of Board Development at the Minnesota School Boards Association (MSBA.) In her 1st year with MSBA she brings a background as a teacher, association planner, and assessment development.


Peter Swann Related seminars and products

Minnesota Occupational Health


My training as a former Army physician was all about providing high quality care to speed recovery and return soldiers to mission readiness. My civilian mission is the same; speedy diagnosis and effective treatment to speed employee return to health and work.


Lori S Volz's Profile

Lori S Volz Related seminars and products

Director

Baker Tilly


Lori Volz is a Director for Baker Tilly Municipal Advisors, LLC. Lori has thirty-seven years of experience in school finance in Minnesota; is a Registered School Business Administrator through ASBO International as well as a licensed School Superintendent. Lori has a Master of Science degree from Minnesota State University Mankato in Educational Leadership and a Bachelor of Science in Business Administration from Minnesota State University Mankato. Lori was a recipient of a Pinnacle Award through ASBO International as well as a MASBO School Business Official of the Year.


JENNIFER WALSH Related seminars and products

Director of Finance and Operations

Albert Lea Schools


Chris Williams Related seminars and products


Chris Williams has been a consultant at Aviben for 8 years. He specializes in HRAs, FSAs, and ACA employer compliance. Before Aviben, Chris attended the University of Northern Iowa where he received a BA in Business Management.


Kelly Wosika Related seminars and products

Student Accounting Specialist

Minnesota Department of Education


Jodie M Zesbaugh's Profile

Jodie M Zesbaugh Related seminars and products

Financial Advisor

Ehlers & Associates, Inc.


Jodie is a Senior Municipal Advisor who joined Ehlers’ Education Finance Team in 2009. She previously served 15 years as the Director of Financial Operations for the South Washington County School District. Her first-hand knowledge of district financial operations gives her unique insight into referendum planning, tax impacts and debt issuance for education projects.



Bettsy Hjelseth Related seminars and products

Legislative Analyst

Minnesota Senate


Solveig Beckel Related seminars and products

Fiscal Analyst

Minnesota House of Representatives


David Lobejko Related seminars and products

Education Finance Specialist 2

Minnesota Department of Education


David Lobejko has worked for the Minnesota Department of Education (MDE) for almost five years – three of which working with levies – and joined the Special Education Funding and Data team in November 2016.


Agenda

CPE Credits from the National Association of State Boards of Accountancy (NASBA) are offered for select sessions, and have a “CPE” designation after the title. Credits from the Minnesota Board of School Administrators will continue to be provided for the full conference.

Sessions with introductory level content are indicated with "101" in the title. Some of the sessions will also be recorded to be viewed on-demand following the conference, and are indicated with "Also recorded for on-demand viewing" after the session title.

Presentation handouts will be added as they are available.

Thursday, November 3

7:30am-8:30pm 

Registration

8:30am-9:45am

Opening Session & Keynote 

Your Part of the Story
Brett Carlson, Community Education and Early Learning Director – North Branch Area Public Schools

9:45am-10:00am

Break

10:00am-10:50am

Breakout Sessions

Special Ed Update (CPE)also being recorded for on-demand viewing
Paul Ferrin, Supervisor of Special Education Funding & Data – Minnesota Department of Education

Secure 2.0 and Beyond: New Legislation and Upcoming Deadlines
Sarah Breiner, Managing Director and General Counsel – U.S. OMNI & TSACG Compliance Services; Kent Schutte, President/CEO - EFS Advisors

Leading Through Change (CPE)
Jenna Fromm, CEO/Owner – Palmer Bus Service

Addressing the Educator Shortage While Building Your School Community
Wayne Gilman, Consultant – Teachers On Call, a Kelly Education company

10:50am-11:05am

Break

11:05am-11:55am

Breakout Sessions

Training on LTFM applications of the Revenue Projection Model and Revenue Projection Spreadsheet with Fund 01 and Fund 06 Balance Sheet Accounting (CPE)
Sarah Miller, Education Finance Specialist II – Minnesota Department of Education

IDEAS Combined Payment Report (101 Level)
Tracy Gann-Olehy, Education finance Specialist – Minnesota Department of Education

People Are Back, And So Are Claims
Mohammad ElSawaf, Vice President, School Focus Group Consultant – USI Insurance Services; Sean Smith, Vice President, Consultant - USI Insurance Services; Mark Kraemer, Senior Vice President - USI Insurance Services

Internal Controls over Student Activity Accounts (CPE)
Bonnie Schwieger, Senior Audit Manager – Abdo

11:55am-1:00pm

Lunch

1:00pm-1:50pm

Breakout Sessions

COVID Relief Funds Updatealso being recorded for on-demand viewing
Andre Prahl, Agency Finance Director – Minnesota Department of Education

Understanding the Technical Corrections of the Minnesota 356.24 403(b) Statute
Kent Schutte, President – EFS Advisors

Using Words to Amplify the Impact of the Numbers: Increasing your Capacity to Communicate the Value and Impact of your District's Expenditures
Bob Noyed, Vice President – CESO Communications

Impact of Rising Property Valuations (CPE)
Michael Hart, Director, Public Finance – PMA Securities, LLC

1:50pm-2:05pm

Break

2:05pm-2:55pm

Breakout Sessions

Peer Group Discussion: Let's Talk COVID Relief Funds
Kathryn Haase, Director of Business & Finance – Willmar Public Schools; Andrew Adams, Executive Director of Finance & Operations - Austin Public Schools

Coordinating Consumer Driven Health Care Benefits (CPE)
Chris Williams, Benefit Consultant – Aviben; David Cantu, President - Medsurity

Understanding the General Education Revenue Report (101 Level)
Kelly Wosika, Education Funding Supervisor – Minnesota Department of Education; Kristine Anderson, Education Finance Specialist - Minnesota Department of Education

The Dos and Don'ts of Employment Investigations
Stephen Knutson, Attorney – Knutson, Flynn & Deans, P.A.; Katharine Saphner, Attorney - Knutson, Flynn & Deans, P.A.

3:00pm-4:30pm

New Member Gathering

Friday, November 4

7:45am-9:00am

Registration

8:00am-9:00am

Committee Meetings

9:00am-9:50am

Breakout Sessions

Budgeting for Small Districts (101 Level)
Jennifer Walsh, Director of Finance & Operations – Albert Lea Schools

Independent Contractor vs Employee (CPE)also being recorded for on-demand viewing
Jim Martin, Owner/Attorney – Martin Law Firm PLLC

Leading in Divisive Times
Katie Klanderud, Director of Board Development – Minnesota School Boards Association; Katherine Sullivan, Assoicate Director of Board Development - Minnesota School Boards Association

Understanding the Minnesota State Budget Process
Tim Strom, Legislative Analyst – Minnesota Senate; Bettsy Hjelseth, Legislative Analyst – Minnesota Senate; Solveig Beckel, Fiscal Analyst – Minnesota House of Representatives

9:50am-10:00am

Break

10:00am-10:50am

Breakout Sessions

What to Do About UFARS Turnarond Reports During Audit Time (101 Level)
Deb Meier, Education Finance Specialist II – MDE; Molly Koppes, Education Finance Specialist II - Minnesota Department of Education

Personnel Files
Jim Martin, Owner/Attorney – Martin Law Firm PLLC

Financial Performance, Staffing Analysis and Strategic Financial Management (CPE)also being recorded for on-demand viewing
Lori Volz, Director – Baker Tilly; Ryan Fetter, Director – Baker Tilly

Truth In Taxation Public Hearing and Talking Finance with the Public (CPE)
Jodie Zesbaugh, Senior Municipal Advisor – Ehlers; Randy Anderson, Product Manager - Ehlers

10:50am-11:00am

Break

11:00am-11:50am

Breakout Sessions

UFARS Hot Topics (CPE)also being recorded for on-demand viewing
Deb Meier, Education Finance Specialist II – MDE; Molly Koppes, Education Finance Specialist II - Minnesota Department of Education

Potholes in the HSA Health Highway (CPE)
Darcy Hitesman, Benefits Attorney – Hitesman Law

First Amendment Rights of Students & Staff
Zachary Cronen, Attorney – Rupp, Anderson, Squires, Waldspurger & Mace

Understanding Employee Concussions
Dr. Peter Swann, M.D., FACOEM, FAAFP, MRO, Occupational Medicine Physician – Minnesota Occupational Health; Mark Kraemer, Senior Vice President - USI Insurance Services, LLC

11:50am-12:40pm

Lunch

12:40pm-1:30pm

Peer Group Discussion:

  • Equity 
  • Building Projects and Facilities 
  • HR/Payroll 
  • Small District Hot Topics

1:30pm-1:40pm

Break

1:40pm-2:30pm

Breakout Sessions

Special Education Maintenance of Effort (MOE) Training (CPE)
Denise Berger, Special Education Data & Finance Specialist – Minnesota Department of Education

Lessons Learned from District 287's February 1 Student Shooting
Jake Horejsh, Senior Manager of Health & Safety – Intermediate District 287

Facility Budgeting 101 (CPE)
Lori Bauer, President – Climate Makers, Inc.


THURSDAY, NOVEMBER 3, 2022

Opening Session & Keynote: Your Part of the Story (8:30-9:45am)

Brett Carlson, Community Education and Early Learning Director – North Branch Area Public Schools

A single phone call can alter the course of your life. Brett Carlson was embarking on a six-month sabbatical with this family when he received news that would alter their travel plans and forever change their lives. This single phone call would challenge the depths of the power of positive thought, and open his eyes to a world of support and human compassion. We can never take for granted the stories of the people we serve and the difference we may be making in someone’s life simply by doing our jobs every day.

Back to the Top


Breakout Session Descriptions, Round One (10:00am-10:50am)

Special Ed Update (CPE)also being recorded for on-demand viewing
Paul Ferrin, Supervisor of Special Education Funding & Data – Minnesota Department of Education

The presentation will review general special education updates, with a focus on tuition billing.

Secure 2.0 and Beyond: New Legislation and Upcoming Deadlines
Sarah Breiner, Managing Director and General Counsel – U.S. OMNI & TSACG Compliance Services; Kent Schutte, President/CEO - EFS Advisors

In preparation of the passing of Secure Act 2.0, we have broken down the various provisions and how they may impact your plans, as well as various legal updates to be on your radar.

Leading Through Change (CPE)
Jenna Fromm, CEO/Owner – Palmer Bus Service

This presentation takes participants through the stages of the change curve through an experiential lens as well as through the lens of the leader. It also gives clear directives for how to best assist others through change and avoid regression.

Addressing the Educator Shortage While Building Your School Community
Wayne Gilman, Consultant – Teachers On Call, a Kelly Education company

We often discuss diversity, equity, and inclusion (DEI) to improve student engagement and achievement, but how can a DEI mindset enhance a school district’s human resources program? In this session, we’ll examine the growing list of market conditions contributing to today’s educator shortage and explore recruitment and attainment strategies designed to limit barriers and build an inclusive school community.

Back to the Top


Breakout Session Descriptions, Round Two (11:05am-11:55am)

Training on LTFM applications of the Revenue Projection Model and Revenue Projection Spreadsheet with Fund 01 and Fund 06 Balance Sheet Accounting (CPE)
Sarah Miller, Education Finance Specialist II – Minnesota Department of Education

Review of LTFM Revenue and Expenditures Planning to include training on Revenue Projection Model ("What-if"), Revenue Projection Ten-Year Spreadsheet training and LTFM Fund 01 and 06 Balance Sheet Accounting.

IDEAS Combined Payment Report (101 Level)
Tracy Gann-Olehy, Education Finance Specialist – Minnesota Department of Education

The presentation, IDEAS State Aid Payments and Reports, will focus on some basic concepts of IDEAS, the reports generated by IDEAS including the Combined Payment Report, and some simple uses for the IDEAS reports. The presentation will primarily focus on walking through an example of the IDEAS Combined Payment Report to explain the information presented in the report.

People are Back, and so are Claims
Mohammad ElSawaf, Vice President, School Focus Group Consultant – USI Insurance Services; Sean Smith, Vice President, Consultant - USI Insurance Services; Mark Kraemer, Senior Vice President - USI Insurance Services

Join us as we share insights into the world of active claims that have affected schools across Minnesota. Claims of potential negligence, misconduct, transportation, fiduciary duty amongst school boards, and unfortunately more, have school professionals on the edge of their seats. Join us for an interactive session that will offer mitigation strategies that you can implement to help manage these risks.

Internal Controls over Student Activity Accounts (CPE)
Bonnie Schwieger, Senior Audit Manager – Abdo

Discuss the importance of and provide best practice examples for internal controls over student activity accounts.

Back to the Top


Breakout Session Descriptions, Round Three (1:00pm-1:50pm)

COVID Relief Funds Updatealso being recorded for on-demand viewing
Andre Prahl, Agency Finance Director – Minnesota Department of Education

This session will cover timely topics related to COVID relief funding and programming.

Understanding the Technical Corrections of the Minnesota 356.24 403(b) Statute
Kent Schutte, President – EFS Advisors

The MN 403(b) 356.24 Statute was changed in 2020 to clarify the qualifications for employer contributions. The changes created some questions on the proper procedures for severance, sick leave and special pay. The technical corrections passed in may 2022 helped clarify the rules.

Using Words to Amplify the Impact of the Numbers: Increasing your Capacity to Communicate the Value and Impact of your District's Expenditures
Bob Noyed, Vice President – CESO Communications

Your school district's budget shows the cost of the people and programs in your district. There is a need - especially when parents and community members are challenging district expenditures - to express the value and impact of these expenditures. This session will show you how to elevate your communication and create messaging to go beyond the cost and describe the impact of your budget expenditures.

Impact of Rising Property Valuations(CPE)
Michael Hart, Director, Public Finance – PMA Securities, LLC

Increasing home prices in recent years are leading to rapidly rising assessments on residential property across the state. Rising property valuations will impact tax levies, equalization formulas and the distribution of property taxes. This session will equip school leaders with the knowledge to understand the impact of rising valuations so that they can effectively have this conversation in their communities.

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Breakout Session Descriptions, Round Four (1:00pm-1:50pm)

Peer Group Discussion: Let's Talk COVID Relief Funds
Kathryn Haase, Director of Business & Finance – Willmar Public Schools; Andrew Adams, Executive Director of Finance & Operations - Austin Public Schools

Participate in structured discussions with other members to share ideas, questions, solutions and concerns about managing your COVID relief funds.

Coordinating Consumer Driven Health Care Benefits (CPE)
Chris Williams, Benefit Consultant – Aviben; David Cantu, President – Medsurity

In a post Covid world consumer driven health care options are becoming more popular than ever before. We will discuss the different plan types and what to watch for.

Understanding the General Education Revenue Report (101 Level)
Kelly Wosika, Education Funding Supervisor – Minnesota Department of Education; Kristine Anderson, Education Finance Specialist - Minnesota Department of Education

The session will be an overview of the district General Education Revenue report for new business managers. There will be a discussion of the components of the report and the calculations in a general terms.

The Dos and Don'ts of Employment Investigations
Stephen Knutson, Attorney – Knutson, Flynn & Deans, P.A.; Katharine Saphner, Attorney - Knutson, Flynn & Deans, P.A.

This presentation discusses the employment investigation process from beginning to end, from recognizing when an investigation should be conducted, to effectively and efficiently scheduling and conducting interviews, to concluding with thoroughly documenting the investigation. The presentation demonstrates that conducting an effective investigation is an investment of time and resources that will save time, resources, and aggravation in the long run.

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FRIDAY, NOVEMBER 4, 2022

Breakout Session Descriptions, Round One (9:00am-9:50am)

Budgeting for Small Districts (101 Level)
Jennifer Walsh, Director of Finance & Operations – Albert Lea Schools

Description coming soon.

Independent Contractor vs Employee (CPE)also being recorded for on-demand viewing
Jim Martin, Owner/Attorney – Martin Law Firm PLLC

When is someone you hire an employee or an independent contractor? This presentation will review the differences between an employee and an independent contractor.

Leading in Divisive Times
Katie Klanderud, Director of Board Development – Minnesota School Boards Association; Katherine Sullivan, Assoicate Director of Board Development - Minnesota School Boards Association

We know you’re facing many challenges in your district in today’s hyperpolarized environment, with many controversial topics related to public education. While there is no single road map that will work for all schools in Minnesota, we have developed some tools, tips, and suggestions to help keep your district focused on excellent student outcomes.

Understanding the Minnesota State Budget Process
Tim Strom, Legislative Analyst – Minnesota Senate; Bettsy Hjelseth, Legislative Analyst – Minnesota Senate; Solveig Beckel, Fiscal Analyst – Minnesota House of Representatives

Join non-partisan legislative fiscal staff to learn more about Minnesota’s state budget process. In this session you will learn the basics of the state budget development process and details about how the E12 budget works.

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Breakout Session Descriptions, Round Two (10:00am-10:50am)

What to Do About UFARS Turnarond Reports During Audit Time (101 Level)
Deb Meier, Education Finance Specialist II – MDE; Molly Koppes, Education Finance Specialist II - Minnesota Department of Education

This is a basic session on how district's can use their UFARS turnaround reports during the school district's audit.

Personnel Files
Jim Martin, Owner/Attorney – Martin Law Firm PLLC

The presentation will focus on the administration of employee files in the public sector, including, but not limited to onboarding and collection, maintenance and distribution of employee data under statutes such as the Minnesota Open Meeting Law and the Minnesota Government Data Practices Act.

Financial Performance, Staffing Analysis and Strategic Financial Management (CPE)also being recorded for on-demand viewing
Lori Volz, Director – Baker Tilly; Ryan Fetter, Director – Baker Tilly

As districts are experiencing the drop in revenue from Federal CARES/ESSER funds expiring, the need for financial analysis of district budgets is more important than ever. We will discuss steps to analyze your financials, enrollment and staffing ratios as well as evaluate operational system efficiencies and maximizing revenue streams. These strategies will be aligned with a budget planning calendar and timeline.

Truth In Taxation Public Hearing and Talking Finance with the Public (CPE)
Jodie Zesbaugh, Senior Municipal Advisor – Ehlers; Randy Anderson, Product Manager - Ehlers

School districts must present statutorily required items at their annual, "Truth In Taxation" public hearing, but this is also a district’s opportunity to translate complex public financial information into useful concepts for the public. Join Ehlers as they cover the required public hearing items along with other supplementary information that may be helpful for your taxpayers including information drawn from levy reports, budgets, and property tax statements.

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Breakout Session Descriptions, Round Three (11:00am-11:50am)

UFARS Hot Topics (CPE)also being recorded for on-demand viewing
Deb Meier, Education Finance Specialist II – MDE; Molly Koppes, Education Finance Specialist II - Minnesota Department of Education

This session will include FY 22 and FY 23 UFARS updates, which will include federal COVID funds, GASB Statement No. 87 and 96

Potholes in the HSA Health Highway (CPE)
Darcy Hitesman, Benefits Attorney – Hitesman Law

To make HSA contributions, an employee must be covered under an HDHP. Employers take for granted that their major medical coverage is HDHP under Section 223. Because of state mandated benefits, a plan labeled HDHP may not actually be HDHP for Section 223. In addition, a person cannot be covered under impermissible other coverage, there is lots of confusion regarding what is permitted coverage and what is impermissible coverage. Consequences to employer and employee when HSA contributions are made when the person is not eligible to make them.

First Amendment Rights of Students & Staff
Zachary Cronen, Attorney – Rupp, Anderson, Squires, Waldspurger & Mace

This session will focus on the First Amendment rights of students and staff members in school, political speech in school, and when and how a school district may discipline for and respond to student and staff member speech without violating the First Amendment.

Understanding Employee Concussions
Dr. Peter Swann, M.D., FACOEM, FAAFP, MRO, Occupational Medicine Physician – Minnesota Occupational Health; Mark Kraemer, Senior Vice President - USI Insurance Services, LLC

USI Insurance Services, Summit Orthopedics and Minnesota Occupational Health are proud to present information on a topic that is a leading cause of workers compensation claims for Minnesota School Districts. Dr. Peter Swann, a well known expert on head injuries and concussions, will be addressing and educating our districts leaders on the following. • What is a Concussion? • What Happens After a Concussion? • Why is it Difficult to Diagnose? • What to Do if a Concussion is Suspected • Recovery

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Breakout Session Descriptions, Round Four (1:40pm-2:30pm)

Special Education Maintenance of Effort (MOE) Training (CPE)
Denise Berger, Special Education Data & Finance Specialist – Minnesota Department of Education

The local maintenance of effort (MOE) requirement obligates any local educational agency (LEA) receiving IDEA Part B funds to budget and spend at least the same amount of local — or state and local — funds for the education of children with disabilities on a year-to-year basis. The required MOE levels for budgeting and spending are referred to, respectively, as the “eligibility standard” and the “compliance standard.”

Lessons Learned from District 287's February 1 Student Shooting
Jake Horejsh, Senior Manager of Health & Safety – Intermediate District 287

Topics that will be covered in this presentation will be:

  1. Overview of the incident that took place on Feb. 1, 2022, at South Education Center, Richfield, MN;
  2. Responding Agencies Involved - Pros/Cons (i.e. Police, Fire, EMS);
  3. District Emergency Planning and Preparedness Plans - Pros/Cons;
  4. Training - Proactive versus Reactive; and
  5. Learnings/Takeaways from Incident:
    1. Knowledge of ICS.
    2. Collaboration with Public Sector and
    3. Reunification Process - Entire evacuation piece."

Facility Budgeting 101 (CPE)
Lori Bauer, President – Climate Makers, Inc.

This session will provide a road map in a simple format to be used for facility budgeting of building infrastructure & building envelope needs. This is an alternative option with a very simple spreadsheet versus more complicated software. We will consider mechanical systems, IT, roofing and any facility budget needs for an internal budget process.

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Encore Sessions

The Encore conference option features 12 on-demand sessions to view starting on November 11:

Recorded Conference Sessions

  • COVID Relief Funds Updates
    Andre Prahl, Agency Finance Director, MDE
    This session will cover timely topics related to COVID relief funding and programming.
     
  • Special Ed Update
    Paul Ferrin, Supervisor of Special Education Funding & Data, MDE
    The presentation will review general special education updates, with a focus on tuition billing.
     
  • UFARS Hot Topics
    Deb Meier, Education Finance Specialist II, MDE; Molly Koppes, Education Finance Specialist II; MDE
    This session will include FY22 and FY23 UFARS updates, which will include federal COVID funds, GASB Statement No.87 and 96.
     
  • Internal Controls over Student Activity Accounts
    Bonnie Schwieger, Senior Audit Manager, Abdo
    Discuss the importance of and provide best practice examples for internal controls over student activity accounts. 
     
  • Independent Contractor vs. Employee
    Jim Martin, Owner/Attorney, Martin Law Firm PLLC
    When someone you hire is an employee or an independent contractor? This presentation will review the differences between an employee and an independent contractor.
     
  • Financial Performance, Staffing Analysis and Strategic Financial Management
    Lori Volz, Director, Baker Tilly; Ryan Fetters, Director, Baker Tilly
    As districts are experiencing the drop in revenue from Federal CARES/ESSER funding expiring, the need for financial analysis of district budgets is more important than ever. We will discuss steps to analyze your financials, enrollment and staffing ratios as well as evaluate operational system efficiencies and maximizing revenue streams. These strategies will be aligned with a budget planning calendar and timeline. 

On-Demand Sessions

  • MDE School Finance Ed-Fi Update
    Gayra Ostgaard, Data Management and Student Accounting Supervisor, MDE; Marilynn Loehr, State MARSS Coordinator; MDE
    This presentation will update MASBO members on the progress of transitioning MARSS data submissions to Ed-Fi. It will also inform members on what the certification process is for districts and charters to submit MARSS data via Ed-Fi only as well as inform them on how MDE is working to ensure the validity of their MARSS data. 
     
  • Bright Futures: Solar for Minnesota Schools
    Peter Lindstrom, Manager, Public Affairs and Community Engagement, Clean Energy Resource Teams; Amanda Schienebeck, Solar for Schools Program Manager; Minnesota Department of Commerce
    Over 160 schools are tapping into solar enabling financial savings, lowering the carbon footprint, and infusing clean energy into the curriculum to teach about energy technologies, jobs, and policy. This presentation covers a new state grant that is enabling dozens of more districts to bring solar online, as well as solar best practices, lessons learned, and tips for business officials. 
     
  • Running a Better Meeting
    Daniel Ludvigson, Long Prairie-Grey Eagle
    A humerous take for administrators on running staff meetings. Different strategies to collect information more effectively, invite participation, and make better decisions. 
     
  • Leveraging HRAs to Reduce Retiree Medical Costs
    Katie Reger, Director, HRA Acccount Management, OneBridge Benefits
    Retiree medical costs are exponentially increasing each year. Learn about different ways to leverage an HRA or VEBA to forecast and manage retiree medical costs. 
     
  • Case Law Update
    Joe Langel, Partner, Ratwik, Roszak & Maloney
    Description Coming Soon!
     
  • Website Navigation
    Jill Bemis, Education Finance Specialist 2, MDE; Dave Lobejko, Special Education Data Funding; MDE
    This presentation will navigate a business manager through the MDE website on how to find reports that a district can use to determine special ed aid and tuition billing calculations each year. 

Sponsors

Thank You, Conference Sponsors!

EFS Advisors Aviben

Location & Lodging

Location and Lodging Information

The conference will be held at the Minneapolis Marriott Northwest. If you are attending the in-person event, the following lodging option is available: 

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

  • A block of rooms has been reserved for November 2 and 3. Online reservation is available using this link. You can also reserve your room by calling 877-303-1681. Mention the MASBO event 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 Wednesday, October 12, 2022 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.  

Health & Safety

Health & Safety 

MASBO is committed to providing a safe experience at our 2022 Fall Conference and certification courses, and we are working 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.   

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: 

  • Self-monitoring for signs and symptoms of COVID-19 (symptoms typically include fever, cough, and shortness of breath). Take a rapid COVID test and self-isolate or seek medical attention in the event you exhibit any symptoms consistent with COVID-19.  

  • Maintaining physical distancing in indoor spaces. 

  • Using hand-sanitizing stations. 

  • Washing hands frequently. 

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

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