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Total Credits: 10 Board of School Administrators Credit(s), 10 MASBO Credit(s), 13 CPE Credits
Tags: Fall Conference Events
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.
| 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 |
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.
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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.
| Your Part of the Story (7 MB) | Available after Purchase | ||
| Secure 2.0 and Beyond: New Legislation and Upcoming Deadlines (1.2 MB) | Available after Purchase | ||
| Leading Through Change (3 MB) | Available after Purchase | ||
| Addressing the Educator Shortage While Building Your School Community (3.9 MB) | Available after Purchase | ||
| IDEAS Combined Payment Report (101 Level) (1.4 MB) | Available after Purchase | ||
| People Are Back, And So Are Claims (820.5 KB) | Available after Purchase | ||
| Using Words to Amplify the Impact of the Numbers: Increasing your Capacity to Communicate the Value and Impact of your District's Expenditures (681.6 KB) | Available after Purchase | ||
| Impact of Rising Property Valuations (5.4 MB) | Available after Purchase | ||
| Understanding the General Education Revenue Report (101 Level) (4.3 MB) | Available after Purchase | ||
| Understanding the General Education Revenue Report (101 Level) (9.3 MB) | Available after Purchase | ||
| The Dos and Don'ts of Employment Investigations (277.3 KB) | Available after Purchase | ||
| Budgeting for Small Districts (101 Level) (1.8 MB) | Available after Purchase | ||
| Independent Contractor vs Employee (110.6 KB) | Available after Purchase | ||
| Personnel Files (161.1 KB) | Available after Purchase | ||
| Truth In Taxation Public Hearing and Talking Finance with the Public (2.2 MB) | Available after Purchase | ||
| Potholes in the HSA Health Highway (2.2 MB) | Available after Purchase | ||
| First Amendment Rights of Students & Staff (357.8 KB) | Available after Purchase | ||
| Special Education Maintenance of Effort (MOE) Training (730.4 KB) | Available after Purchase | ||
| Lessons Learned from District 287's February 1 Student Shooting (1 MB) | Available after Purchase | ||
| Facility Budgeting 101 (8 MB) | Available after Purchase | ||
| Coordinating Consumer Driven Health Care Benefits (641.9 KB) | Available after Purchase | ||
| Understanding the Minnesota State Budget Process (820.6 KB) | Available after Purchase | ||
| Let’s Talk COVID Relief Funds Peer Group Session Google Link | Available after Purchase | ||
Kristine Anderson began as an Education Finance Specialist 2 with the Minnesota Department of Education School Finance Division in March 2019. Kristine has more than 20 years of experience working with school financial data. She earned an MBA from the University of Northwestern and is a Certified Financial Modeling and Valuation Analyst (FMVA®).
Randy brings 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.
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, 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.
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.
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 is a risk management specialist and insurance enthusiast at USI Insurance Services. In his role, he consults in commercial risk management and insurance solutions, focusing on school districts within USI's School Focus Group. Mohammad partners with organizations to help them identify and control their total cost of risk.
Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department for 5 years in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.
Jenna has served as CEO of Palmer Bus Service since 2015. She grew up cleaning buses and drove bus her senior year in high school and went on to become a high school teacher. Jenna sees herself as a servant/leader and believes that surrounding herself with great people is of utmost importance.
Tracy is currently the Budgeting and Payments Specialist within the School Finance Division at the Minnesota Department of Education. She has worked at the department for almost 3 years and is responsible for processing state aid payments to school districts and charter schools. Prior to her role with MDE, she has worked in governmental accounting for 27 years both at the state and municipal levels of government.
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.
Michael Hart is a Managing Director of Public Finance in Minnesota for PMA Securities. He has over a decade of experience in public finance including leading school districts through the financial aspects of bond issues and referendums for both capital projects and operating funds. Mr. Hart holds Series 7, 50, 53, 54 and 63 FINRA licenses.
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.
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 serves as general legal counsel for many Minnesota school districts in all areas, including public sector employment, employee discipline and discharge, reductions in force, unfair labor practices, discrimination, student discipline, student rights, data privacy, open meeting law, competitive bidding and public contracting, special education, construction and litigation. Mr. Knutson has successfully represented school districts through all phases of litigation, including administrative hearings, state and federal courts in Minnesota and the 8th Circuit Court of Appeals.
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 specializes in workers’ compensation insurance and program management. Mark is one of Minnesota’s 23 Certified Work Comp Advisors and named to the first agency advisory council for one of the largest self-insured funds in Minnesota. One of 33 Certified School Risk Managers in Minnesota, Mark is a long-time speaker and educator on the topic of workers’ compensation. He focuses on working with school districts within USI’s School Focus Group. Mark works with districts, doctors, and insurers to help employees get the best possible care, control and minimize the impact of claims, thus driving down the experience mod and reduce costs.
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 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.
Deb graduated magna cum laude from Augsburg University with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.
Sarah Miller, Director of Business in three Minnesota schools/consultant with Minnesota charter schools - 12 years. For the past 12 years, at the Minnesota Department of Education (MDE) – Financial Management/Budget Facilities teams. Bachelor of Science Degree in Business Administration/Accounting from UNC, Greeley, Colorado. Homeland Security Emergency Management representative for MDE.
Bob Noyed, 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 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.
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 is the Director of Funded HRA Account Management with OneBridge Benefits. Katie graduated from University of Wisconsin – River Falls with a B.S. in Business Administration, Management. She has spent the last 16 years of her career managing the Spending Account programs for the majority of the Schools, Counties and Cities across the state of Minnesota. She spent 14 years at Further, now HealthEquity, before moving to OneBridge Benefits. She currently oversees the Funded HRA/VEBA and FSA programs with OneBridge, working with brokers, districts and participants across the state and the country to ensure plans are in compliance and receiving the best service levels in the industry.
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, 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 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 is a risk management specialist and at USI Insurance Services. In his role, he consults in commercial risk management and insurance solutions, focusing on school districts within USI's School Focus Group. Mohammad partners with organizations to help them identify and control their total cost of risk. Sean is a former teacher, and current coach.
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.
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.
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.
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.
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.
As a financial advisor with EFS Advisors, Rebecca specializes in working with individuals in different stages of retirement planning. Before becoming a fully-licensed professional, she first began her career at EFS Advisors as a receptionist and quickly worked her way up to office manager. Here she learned the nuances of both the company and industry and earned a reputation for excellence in client service. Rebecca is known for her relatability, taking pride in working hard and giving her best to colleagues and clients. Mentored by the company president and owner, she is well-adept at providing sound advice to individuals and families, no matter where they are on their road to retirement.
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 |
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7:30am-8:30pm |
Registration |
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8:30am-9:45am |
Opening Session & Keynote Your Part of the Story |
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9:45am-10:00am |
Break |
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10:00am-10:50am |
Breakout Sessions Special Ed Update (CPE) – also being recorded for on-demand viewing Secure 2.0 and Beyond: New Legislation and Upcoming Deadlines Leading Through Change (CPE) Addressing the Educator Shortage While Building Your School Community |
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10:50am-11:05am |
Break |
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11:05am-11:55am |
Breakout Sessions IDEAS Combined Payment Report (101 Level) People Are Back, And So Are Claims Internal Controls over Student Activity Accounts (CPE) |
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11:55am-1:00pm |
Lunch |
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1:00pm-1:50pm |
Breakout Sessions COVID Relief Funds Update – also being recorded for on-demand viewing Understanding the Technical Corrections of the Minnesota 356.24 403(b) Statute Using Words to Amplify the Impact of the Numbers: Increasing your Capacity to Communicate the Value and Impact of your District's Expenditures Impact of Rising Property Valuations (CPE) |
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1:50pm-2:05pm |
Break |
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2:05pm-2:55pm |
Breakout Sessions Peer Group Discussion: Let's Talk COVID Relief Funds Coordinating Consumer Driven Health Care Benefits (CPE) Understanding the General Education Revenue Report (101 Level) The Dos and Don'ts of Employment Investigations |
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3:00pm-4:30pm |
New Member Gathering |
Friday, November 4 |
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7:45am-9:00am |
Registration |
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8:00am-9:00am |
Committee Meetings |
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9:00am-9:50am |
Breakout Sessions Budgeting for Small Districts (101 Level) Independent Contractor vs Employee (CPE) – also being recorded for on-demand viewing Leading in Divisive Times Understanding the Minnesota State Budget Process |
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9:50am-10:00am |
Break |
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10:00am-10:50am |
Breakout Sessions What to Do About UFARS Turnarond Reports During Audit Time (101 Level) Personnel Files Financial Performance, Staffing Analysis and Strategic Financial Management (CPE) – also being recorded for on-demand viewing Truth In Taxation Public Hearing and Talking Finance with the Public (CPE) |
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10:50am-11:00am |
Break |
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11:00am-11:50am |
Breakout Sessions UFARS Hot Topics (CPE) – also being recorded for on-demand viewing Potholes in the HSA Health Highway (CPE) First Amendment Rights of Students & Staff |
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11:50am-12:40pm |
Lunch |
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12:40pm-1:30pm |
Peer Group Discussion:
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1:30pm-1:40pm |
Break |
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1:40pm-2:30pm |
Breakout Sessions Special Education Maintenance of Effort (MOE) Training (CPE) Lessons Learned from District 287's February 1 Student Shooting Facility Budgeting 101 (CPE) |
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.
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; Rebecca Trethewey – 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.
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.
COVID Relief Funds Update – also 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
Rebecca Trethewey – 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.
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.
Budgeting for Small Districts (101 Level)
Jennifer Walsh, Director of Finance & Operations – Albert Lea Schools
An informal presentation and discussion about how to approach budgeting for new business managers.
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.
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.
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 – HitesmanLaw, P.A.
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.
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:
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.
The Encore conference option features 12 on-demand sessions to view starting on November 11:
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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.
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.
| Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 03, 2022 @ 08:30 AM (CDT) |
MASBO 2022 Fall Conference
|
Andrew Adams
Kristine Anderson
Randy Anderson
Lori Bauer
Solveig Beckel
Kelly Benusa
Kyle Bergem
Denise Berger
Sarah Breiner
Brett Carlson
David Cantu
Zachary Cronen
Mohammad ElSawaf
Paul Ferrin
Ryan Fetters
Jenna Fromm
Tracy Gann-Olehy
Wayne Gilman
Kathryn Haase
Michael Hart
Darcy Hitesman, JD
Bettsy Hjelseth
Jake Horejsh
Mike Hueller
Katie Klanderud
Stephen Knutson
Molly Koppes
Mark Kraemer
David Lobejko
Jim Martin
Patty Melander
Debra Meier
Sarah Miller
John Morstad
Bob Noyed
Andre Prahl
Barbie Roessler
Katharine Saphner
Kent Schutte
Bonnie Schwieger, CPA
Sean Smith
Tim Strom
Katherine Sullivan
Peter Swann
Rebecca Trethewey
Lori Volz
JENNIFER WALSH
Chris Williams
Kelly Wosika
Jodie Zesbaugh
|
N/A | Live Event | 8 Breakout Sessions (Duration TBD) | More info » | |||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: MDE School Finance Ed-Fi Update
|
Gayra Ostgaard
|
Total Credits: 1.0 including 1 MASBO Credit(s) | On Demand | 12 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: Bright Futures - Solar for MN Schools
|
Total Credits: 1.0 including 1 MASBO Credit(s) | On Demand | 22 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: Running a Better Meeting
|
Total Credits: 1.0 including 1 MASBO Credit(s) | On Demand | 54 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: Leveraging HRAs to Reduce Retiree Medical Costs
|
Katie Reger
|
Total Credits: 1 MASBO Credit(s) | On Demand | 23 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: Case Law Update
|
Joseph Langel
|
Total Credits: 1.0 MASBO Credit(s) | On Demand | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| At the time of purchase |
2022 Fall Conference: Website Navigation - Special Ed Edition
|
Jill Bemis
|
Total Credits: 1.0 including 1.0 MASBO Credit(s) | On Demand | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 25, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: COVID Relief Funds Update
|
Andre Prahl
|
Total Credits: 1.0 MASBO Credit(s) | On Demand | 43 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 25, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: Special Ed Update
|
Paul Ferrin
|
Total Credits: 1 MASBO Credit(s) | On Demand | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 25, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: UFARS Hot Topics
|
Debra Meier
|
Total Credits: 1.0 MASBO Credit(s) | On Demand | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 11, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: Internal Controls over Student Activity Accounts
|
Bonnie Schwieger, CPA
|
Total Credits: 1 MASBO Credit(s) | On Demand | 32 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 11, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: Independent Contractor vs. Employee
|
Jim Martin
|
Total Credits: 1 MASBO Credit(s) | On Demand | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Nov 11, 2022 @ 08:00 AM (CST) |
2022 Fall Conference: Financial Performance, Staffing Analysis and Strategic Financial Management
|
Lori Volz
|
Total Credits: 1 MASBO Credit(s) | On Demand | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
| Total Course CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||
