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MASBO 2023 Fall Conference Encore

Total Credits: 7 including 7 MASBO Credit(s), 7 Non-MASBO

Cathy Erickson |  Debra A Meier |  Molly Koppes |  Sarah Miller |  Charles Rodgers |  Trevor Helmers |  Tara Chapa |  Marilynn Loehr |  Superintendent Daniel Robert Ludvigson
November 2-3rd
Never expires.



The Encore conference option features 8 on-demand sessions to view starting on November 7:

Recorded Conference Sessions

  • 2023 Legislative Review & Update
    Cathy Erickson, Director of School Finance, MDE
    The 2023 session resulted in a dizzying array of new legislation. In this session, Cathy will provide an overview of the key ones impacting schools, and share need-to-know updates from MDE on these new initiatives and changes.
  • 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.
  • LTFM Review of Upcoming Reporting
    Sarah Miller, Education Finance Specialist II, MDE
    This session will provide Long-Term Facilities Maintenance (LTFM) review of upcoming required reporting process for FY23 health and Safety Data Submissions, FY23 LTFM Approved vs. UFARS Cost Reconciliation, and Facilities, Age and Square Footage.
  • Information and Records Management Basics for School Districts
    Charles Rodgers, Government Records Archivist, Minnesota State Archives/Historical Society
    This session will cover what school districts should know about the state records laws, the Minnesota school district general records retention schedule, and tips and resources for managing and preserving school district records regardless of format. 
  • Conducting Solid Work-Place Investigations
    Trevor Helmers, Attorney, Squires, Waldspurger, and Mace, P.A.
    This presentation will focus on the processes and structure of work-place investigations with the goal of improving the confidence of business officials in deadling with investigations into potential misconduct.

On-Demand Sessions

  • Q&A Session from MDE School Finance - MARSS, MARSS WES, ADM WE & ADM
    Tara Chapa, Education Specialist, MDE; Marilyn Loehr, MDE
    The MN Department of Education Division of School Finance will present a "Top 10 Questions and Answers" session. The core content will include the Top 10 questions and answers MDE School Finance receives from districts and charters as they relate to MARSS, MARSSWES, ADMWE and ADM related topics. Answers will include MDE School Finance reports and procedures to support districts and  charters. Participants will have an opportunity to ask additional questions following the formal presentation.
  • We Need to Talk
    Daniel Ludvigson, Superintendent, Long Prairie-Grey Eagle School District
    Drawing from the books Crucial Accountability and Crucial Conversations by Patteson, Grenny, McMillan and Switzler, this presentation goes into how to have those tough conversations. How to handle topics where opinions vary, strong emotions are in play, and stakes are high.
  • Looking at School Finance Through an Equity Lens...Then and Now
    Paula O'Loughlin, PartnerEd
    Session Description: This session will provide a historical look at school funding and how this history has impacted equity for students. A framework will be shared to help you look at your decisions through an equity lens.


Cathy Erickson Related Seminars and Products

Director of School Finance

Minnesota Department of Education

Debra A Meier Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education

Deb graduated magna cum laude from Augsburg University with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.

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.

Sarah Miller Related Seminars and Products

Educational Finance Specialist II

Minnesota Department of Education

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.

Charles Rodgers Related Seminars and Products

Minnesota State Archives/Historical Society

Charles Rodgers is the Curator of the State Archives Collection, and has worked at the Minnesota Historical Society for over 35 years. His primary duties include acquiring government records with historical value from state and local governments, overseeing the processing of recently received records, and advising government officials and others on the historical value of Minnesota government records. He is familiar with the Minnesota school district general records retention schedule, and general records management policies and practices. He travels throughout the state visiting county courthouses, city halls, town halls, and schools to review, appraise and transfer records to the State Archives.

Trevor Helmers's Profile

Trevor Helmers Related Seminars and Products

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

Trevor Helmers is a shareholder with the law firm of Rupp, Anderson, Squires & Waldspurger, P.A., practicing in all areas of school law, municipal law, labor and employment law, land use and environmental law, construction disputes, and civil and appellate litigation.  He conducts employment investigations and leads contract negotiations, and his litigation experience includes lawsuits, arbitration proceedings, special education hearings, and a host of other administrative actions. Trevor regularly presents on topics from all areas of his practice, including developments regarding student searches and social media concerns for school employees and students. He is a member of the Minnesota Council of School Attorneys, the Minnesota State Bar Association, and the Hennepin County Bar Association, and has served as a Board Member for the Hennepin County Bar Foundation. He earned his B.A. degree with honors and distinction from Iowa State University, and his J.D. degree, cum laude, from the University of Minnesota Law School.

Tara Chapa Related Seminars and Products


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

Marilynn Loehr Related Seminars and Products

MARSS Coordinator

Minnesota Department of Education