Total Credits: 9 Board of School Administrators Credit(s), 9 MASBO Credit(s), 9 CPE Credits
Tags: Events Fall Conference
Your registration for the 2024 Fall Conference includes two days of in-person learning and networking plus all on-demand Encore sessions. There are eight 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. If you are unable to attend the conference, you can purchase the Encore sessions here.
Thursday, October 24 | |
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7:30-8:30am | Registration |
7:45-8:30am | New Member Welcome Breakfast |
8:30-10:00am | Opening Session & Keynote |
10:15-11:05am | Breakout Sessions |
11:15am-12:05pm | Breakout Sessions |
12:05-1:00pm | Lunch |
1:00-1:50pm | Breakout Sessions |
2:00-2:50pm | Breakout Sessions |
3:00-3:50pm | Breakout Sessions |
4:00-5:00pm | Committee Meetings |
7:00-8:30pm | Twilight Talks |
Friday, October 25 | |
7:45-9:00am | Registration |
8:30-9:20am | Breakout Sessions |
9:30-10:20am | Breakout Sessions |
10:40-11:30am | Peer Group Discussions |
11:30am-12:30pm | Lunch |
12:30-1:20pm | Breakout Sessions |
1:30-2:20pm | Breakout Sessions |
2:30-3:00pm | Reflect & Refocus: Conference Wrap-Up |
Tracy Frederick Corcoran
Owner – Aware Coaching and Wellness
Unleash your inner power and light up your life at "Let's GLOW! Resilience Reimagined" This high-energy keynote presentation is your roadmap to transforming obstacles into incredible opportunities for growth and resilience. Get ready to explore the pillars of GLOW: Growth, Love, Optimism, and Well-being, and walk away equipped with practical, powerful strategies that will enhance every aspect of your life. Join us for a transformative experience where you'll discover how to adapt to any challenge, build radiant relationships, maintain an unstoppable positive mindset, and prioritize your well-being like never before. Step into your greatness, fuel your journey with purpose, and ignite a brilliant new chapter in your life. Don’t miss out on this chance to unleash your resilience and truly GLOW!
Register for certification courses separately.
Certification: General Education Funding 3 Credits
Wed, Oct 23, 2024 - 1:00pm to 4:00pm CDT
$60.00 MASBO Members/ $85.00 Non Members
Certification: General Education Funding 3 Credits
Wed, Oct 23, 2024 - 4:30pm to 7:30pm CDT
$60.00 MASBO Members/ $85.00 Non Members
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.
Lisa Seaman Anderson is leadership development professional and former school board member who combines her passion for developing leaders and public education to grow the next generation of leaders. She has designed, developed and facilitated leadership programs for over 30 years, helping hundreds of leaders successfully reach the next level.
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.
Brock Bowsher is a principal and municipal advisor within the public sector group. He specializes in serving schools and libraries for capital planning, comprehensive financial planning, debt management and budget development.
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.
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.
Tracey Fiereck is the Director of Business Services with Sauk Rapids-Rice Public Schools, with responsibilities include overseeing the business operations of the district, transportation, nutrition services, and buildings and grounds; duties also include annual budget preparation, negotiations, risk management, annual audit preparation, and procurement. Tracey joined Sauk Rapids-Rice Public Schools in the fall of 2020, and previously served as the Executive Director of cmERDC - ESV Region III. She spent over 20 years of her career at cmERDC, learning many aspects of school finance and operations. Additionally, she served on the Sauk Rapids-Rice School Board. Tracey earned an AAS degree in Accounting from St. Cloud Community and Technical College and continued her studies in Business Management at St. Cloud State University. She is currently serving as a Director on the MASBO Board.
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.
Tiffany Gustin serves as the Associate Director of Management and Insurance Trust Services for the MN School Boards Association. Before joining MSBA, she spent 10 years as a school business official. She loves campfires and spending time with her family, mostly the dogs.
Matthew joined Ehlers in 2018 as a Municipal Advisor with our Education Finance Team. He has worked directly with Minnesota school districts since 2005, most recently serving as the Director of Finance and Operations for Fridley Schools. Matthew has specialized expertise in finance leadership, financial planning and operations management.
Michael Hart is a Director of Public Finance in Minnesota for PMA Securities. He has over ten years of experience 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.
Kaylynn Johnson is an associate attorney with Ratwik, Roszak & Maloney, P.A. Kaylynn practices in the areas of labor and employment law, school law, special education law, and litigation.
Abbi is a shareholder with Squires, Waldspurger & Mace, P.A. Abbi received her B.A. in economics and political science with highest honors from the University of Wisconsin-La Crosse and her J.D., cum laude, from the University of Minnesota Law School. Abbi focuses her practice on all areas of school law, municipal law, labor and employment, environmental law and land use, litigation, and investigations and serves school districts, charter schools, municipalities, and counties. Abbi is admitted to practice in federal and state courts in Minnesota.
Ryan Kleinjan is the President of Catalyst Sourcing Solutions, the largest provider of sourcing tools and services for Minnesota school districts. Ryan's background in procurement, supply chain, and vendor management has resulted in bringing innovative approaches that will help your district to maximize your budget and maintain purchasing compliance.
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.
Jennifer Lotze serves as the Cyber Security Coordinator (CSC) for the state of Minnesota in Region 5 (Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin) at the Cybersecurity and Infrastructure Security Agency (CISA). Based in Minnesota’s Twin Cities, Jennifer supports CISA’s mission of strengthening critical infrastructure.
Jennifer has been with CISA since 2024. Prior to joining CISA, Jennifer was previously a special education teacher followed by leading the technology department for the Hudson School District in Hudson, WI. She dedicates her time to volunteer efforts, previously serving as the organization Chair for the Wisconsin Educational Technology Leaders organization. Currently, Jennifer serves as the President for the Northwest region for Women in Technology – Wisconsin, championing diversity and inclusion in the tech sector. She also served as the K-12 lead on the Wisconsin Critical Infrastructure Cyber Security Grant Working Group and led the Cyber Security Curriculum working group, collaborating with the National Cyber Watch Center to develop educational pathways for teaching cybersecurity in K-12 schools. Jennifer holds a Bachelor of Arts from Carthage College, majoring in Special Education and English. A lifelong learner, she also earned graduate degree in Educational Leadership from Carthage College. She also earned her Certified Educational Technology Leader (CETL) and Google Education Trainer certification.
Former auditor now a business manager at Grand Rapids Area School District. In addition to overseeing Grand Rapids, we perform the financial work for ISD 319 Nashwauk Keewatin and Itasca Area School Collaborative Co-op. I enjoy working with different people, learning about schools and getting my financial reports to balance. I try to see the positive in every situation.
Peter Martin has spent the past 30 years providing advice to school districts regarding business contracts, employment disputes, special education, Office for Civil Rights (OCR) complaint investigations, student discipline, and other general school law matters. Mr. Martin has also been active in the Minnesota legislature as a lobbyist and has been involved in developing many school-related legislative initiatives over the past decade. He is a member of the State Bars of Minnesota and Wisconsin, the National Association of Bond Lawyers, and the National School Boards Association Council of School Attorneys.
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.
Danny Nelson is a Director at PFM Asset Management where he manages relationships for municipal governments in Minnesota. He provides investment advisory services, develops investment policies, helps with cash flow analyses, and monitors guidelines/strategy implementation. Danny provides public entities with training, technical, and analytical support with respect to clients’ investments.
Cindy started her career at ARCC (RMIC Region #2 in Duluth) in 1998. ARCC is a Regional Management Information Center with 30 public school district members. Cindy started as the Administrative Assistant, worked as a Finance, Funding and Management Specialist and is now the Excecutive Director of ARCC. Cindy also serves as the President of the MASBO Board of Directors. Her favorite things to do at work include bank reconciliations, projecting students and listening to stakeholders to connect them with the human resources they need.
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.
Steve Pumper joined PMA Financial Network in July of 2009. Prior to joining PMA, Steve worked as a school business manager in Minnesota schools for 22 years. He brings that experience in helping PMA develop services that are beneficial to the Business Manager in the field. Steve is a Registered Representative with FINRA and holds his series 7, 50 and 63 securities licenses.
Darin is a Certified Fraud Examiner and is experienced in a variety of forensic accounting, consultation, and litigation support engagements. He has successfully helped clients build more robust internal controls to prevent fraud, worked to reconstruct transactions after the fact, and served as an expert witness during litigation.Darin received his undergraduate degree from the University of Michigan and his Master in Professional Accounting degree from the University of Texas at Austin. He joined Abdo in 2015 after working at a small firm in Austin, TX.
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, October 24 |
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7:30am-8:30am |
Registration |
7:45am-8:30am |
New Member Welcome Breakfast |
8:30am-9:00am |
General Session, Welcome and Updates |
9:00am-10:00am |
Opening Session & Keynote Let's GLOW - Resilience Reimagined
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10:00am-10:15am |
Break |
10:15am-11:05am |
Breakout Sessions UFARS Hot Topics (CPE) – Also recorded for on-demand viewing Employee Engagement How Accident Investigation Enhances Safety: An Update on Case Law
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11:05am-11:15am |
Break |
11:15am-12:05pm |
Breakout Sessions Let's GLOW - Illuminated Your Personal Path to Resilience Special Ed Update (CPE) MARSS Top 10 – Also recorded for on-demand viewing Guidance for Single Audits
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12:05pm-1:00pm |
Lunch |
1:00pm-1:50pm |
Breakout Sessions LTFM: Facilities, Age and Square Footage Reporting - Reporting Process and FAQs Special Education/UFARS Reconciliation Year-End Closeout Payroll Fraud (CPE) Leveling Up Your Truth in Taxation Presentation
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1:50pm-2:00pm |
Break |
2:00pm-2:50pm |
Breakout Sessions Labor Laws Enforcement MDE Reverse Session More Data, More Data Requests: How to Efficiently Manage an Endless Stream of Data Requests in the Age of Electronic Data Understanding E-Rate (CPE)
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2:50pm-3:00pm | Break |
3:00pm-3:50pm |
Breakout Sessions Better Site Level Budgeting SECURE 2.0 Student Loan Match Interest Rates Go Up, Interest Rates Go Down - You Just Need to Have a Plan (CPE) Selling District Assets – Also recorded for on-demand viewing
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4:00pm-5:00pm |
Committee Meetings
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7:00pm-8:30pm |
Twilight Talks
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Friday, October 25 |
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7:45am-9:00am |
Registration |
8:30am-9:20am |
Breakout Sessions Revenue Projection Model 101 – Also recorded for on-demand viewing Delivering Effective Feedback and Performance Conversations The Benefits of Creating Your District's Financial Story (CPE) Case Law Update
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9:20am-9:30am |
Break |
9:30am-10:20am |
Breakout Sessions State & Federal Revenue Recording & Reporting 101 Benefits: Some Things Can't Be Negotiated (CPE) AI for Dummies The Community Eligibility Provision (CEP) for School Nutrition Programs
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10:20am-10:40am |
Break |
10:40am-11:30am |
Peer Group Discussions Join in on this facilitated conversation with other members--learn from each other, share information and strategies and tap into the collective knowledge of MASBO members.
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11:30am-12:30pm |
Lunch |
12:30pm-1:20pm |
Breakout Sessions Take It or “Leave” It: Implementing the Family and Medical Leave Act (FMLA) in Minnesota Schools Ed Fi 101 for School Leaders Stay Left of Boom: Strengthen Your School’s Cyber Resilience with Free CISA Resources – Also recorded for on-demand viewing Achieving Best Practice and Best for the District when Issuing Debt (CPE)
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1:20pm-1:30pm |
Break |
1:30pm-2:20pm |
Breakout Sessions HSA, VEBA/HRA & HSA Booster Club Guidelines (CPE) MSBA Hot Topics |
2:30pm-3:00pm |
Reflect & Refocus: Conference Wrap-Up
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These sessions were presented in-person and also have been recorded.
Speaker: Deb Meier, Education Finance Specialist II – Minnesota Department of Education
This session will discuss FY24 UFARS Codes, FY25 UFARS Codes, which include updates from the 2024 legislative session, and various UFARS accounting reminders.
Speaker: Cathy Erickson, Director of School Finance – Minnesota Department of Education
The Revenue Project Model is a valuable tool, and this session will cover all of the basics--where to find it, what's included in it and how to get started.
Speaker: Jennifer Lotze, Cybersecurity State Coordinator, Minnesota, Region 5 – Cybersecurity and Infrastructure Security Agency
In today’s digital landscape, safeguarding your school from cyber threats is more important than ever. Join us for a practical and engaging session designed specifically for school business office staff. Discover how you can enhance your school’s cybersecurity using the free resources provided by the Cybersecurity and Infrastructure Security Agency (CISA). During this session, you will:
Don’t miss this opportunity to arm yourself with essential, free resources to enhance your school’s cybersecurity and stay ahead of potential threats. This session is your gateway to a safer digital environment for your students and staff.
Speaker: Gayra Ostgaard, Data Management and Student Accounting Supervisor – MDE
This presentation will cover the Top 10 questions the MDE School Finance MARSS and Student Accounting team receive on a regular basis.
Speaker: Stephen Knutson, Partner – Knutson Flynn & Deans
This session will discuss the process for selling district assets - land, buildings, equipment and contents of buildings. It will include what is needed in the RFP, where and how the sale needs to be posted and how the sale of the assets will be handled.
These additional sessions were not presented in-person.
Speaker: Deb Meier, Education Finance Specialist II – Minnesota Department of Education
This session will discuss UFARS deadlines and requirements and the 10 UFARS turnaround reports. (Note: it may be helpful to view this session prior to attending or viewing the UFARS Hot Topics session, that will be available to attend in-person, or as an on-demand session following the conference).
Speaker: John Ford, Education Finance Consultant – MDE
Over the last few years, Minnesota has received ESSER III funding to help schools support students during COVID, federal COVID funding – ESSER III – to help Minnesota schools support the needs of students. These funds have a final obligation deadline of September 30, 2024. This session will review the history of the program and provide information on requirements for drawing the remaining funds.
Speaker details coming
Description coming
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 have been reserved for October 23 and 24. Online registration is available using this link. You can also reserve your room by calling 877-303-1681. Mention the MASBO event when you book when you call.
The special room rate of $154 (plus applicable state and occupancy taxes) per night for single or double occupancy will be available until October 7, 2024, 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.
Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details |
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Oct 24, 2024 @ 08:00 AM (CDT) |
2024 Fall Conference (Live Event)
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Cathy Erickson
Paul Ferrin
Jenna Fromm
Michael Hart
Kaylynn Johnson
Debra Meier
Sarah Miller
Cindy Olson
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N/A | Live Event | 2 In-Person Days | More info » |