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Workshop

MASBO 2024 Fall Conference


Total Credits: 9 Board of School Administrators Credit(s), 9 MASBO Credit(s), 9 CPE Credits


Dates
Schedule at a glance



Description

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.

Agenda at a Glance

Thursday, October 24
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

 

Keynote: Let's GLOW

Tracy Frederick Corcoran
Owner – Aware Coaching and Wellness

Tracy Frederick Corcoran

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!

Certification Courses

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

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.

Handouts

Presenter

Andrew Adams's Profile

Andrew Adams Related Seminars and Products

Executive Director of Finance & Operations

Eden Prairie Schools


Lisa Anderson's Profile

Lisa Anderson Related Seminars and Products

Clarity Leadership


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's Profile

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.


Brock Bowsher's Profile

Brock Bowsher Related Seminars and Products

Principal

Baker Tilly


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 Related Seminars and Products

MDE


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


Cathy Erickson Related Seminars and Products

Director of School Finance

Minnesota Department of Education


Brad Falteysek, CPA Related Seminars and Products

Governmental Services Partner

Abdo, Eick & Meyers, LLP


 

Brad joined the Firm in 1998. He graduated Cum Laude from Winona State University, and worked for two years with the Minnesota Office of the Legislative Auditor’s Office. He is registered and licensed to practice as a CPA in Minnesota. His work includes audit and accounting for many of the Firm’s governmental clients, including audits regulated under Uniform Guidance.


Paul Ferrin Related Seminars and Products

Supervisor of Special Education Funding and Data

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.


Tracey Fiereck's Profile

Tracey Fiereck Related Seminars and Products

Director of Business Services

Sauk Rapids-Rice Public Schools ISD 47


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 Fromm's Profile

Jenna Fromm Related Seminars and Products

CEO

Palmer Bus Service


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.


Gail Froyd Related Seminars and Products

Data Governance Manager/Ed-Fi Supervisor

MDE


Jonathon Goettl Related Seminars and Products

MN Department of Labor & Industry


Tiffany Gustin's Profile

Tiffany Gustin Related Seminars and Products

Associate of Management and Insurance Trust Services

MN School Boards Association


Tiffany Gustin serves as the Director of Management and Insurance Trust Services for the MN School Boards Association.  Before working for MSBA, she served as a school district Business Manager for ten years. Prior to working in school finance, she was a software engineer and database analyst in the private sector and worked in county government.

In her spare time, she is a volunteer first responder, church pianist, and is the Chief Operations Officer of a crazy household made up of her husband, two adult children and way too many animals.  She loves coffee, bacon, campfires, and spending time with her family, especially the dogs.


Matthew Paul Hammer's Profile

Matthew Paul Hammer Related Seminars and Products

Municipal Advisor

Ehlers & Associates, Inc.


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's Profile

Michael Hart Related Seminars and Products

PMA Financial Network,LLC


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.


Darcy Hitesman, JD Related Seminars and Products

Attorney

HitesmanLaw, 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.


Deb Holthaus Related Seminars and Products

Senior Executive Advisor

Benefits Innovations


Kaylynn Johnson's Profile

Kaylynn Johnson Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A.


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 Kelzer's Profile

Abbi Kelzer Related Seminars and Products

Shareholder

Squires, Waldspurger & Mace, P.A.


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. 


Lauren Kingsbeck Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney P.A.


Mr. Ryan Kleinjan's Profile

Mr. Ryan Kleinjan Related Seminars and Products

President & Managing Partner

Catalyst Sourcing Solutions


Ryan is President/Managing Partner of Catalyst Sourcing Solutions.  

Catalyst provides school districts with vendor management tools and fractional procurement services to compliantly secure the most competitive pricing, terms, and value-adds with their suppliers and service providers.  

Catalyst has provided procurement support to over 20 Minnesota School Districts.


Stephen Knutson's Profile

Stephen Knutson Related Seminars and Products

Attorney (Partner)

Knutson, Flynn & Deans PA


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.



Marilynn Loehr Related Seminars and Products

MARSS Coordinator

Minnesota Department of Education


Jennifer Lotze's Profile

Jennifer Lotze Related Seminars and Products

Cybersecurity State Coordinator, Minnesota, Region 5

Cybersecurity and Infrastructure Security Agency


Jennifer Lotze joined the Cybersecurity and Infrastructure Security Agency (CISA) in 2024 as a Cyber Security Coordinator for the state of Minnesota, where she supports the CISA mission to strengthen critical infrastructure. Jennifer began work as a special education teacher, found an affinity for technology, and progressed to a lead tech role at the Hudson (Wisconsin) School District. Responsible for providing equitable and accessible technology for all students, Jennifer led complex projects to provide seamless technology integration across educational practices and platforms. Jennifer is the current Northwest Region President for Women in Technology – Wisconsin, and previously held leadership roles for the Wisconsin Educational Technology Leaders, the National Cyber Watch Center, and other organizations. Jennifer holds a Bachelor of Arts and a graduate degree from Wisconsin’s Carthage College, and is a Certified Educational Technology Leader and certified Google Education Trainer.


Kara Lundin Related Seminars and Products

Business Manager

Grand Rapids Public Schools


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.


Kelly Marshall's Profile

Kelly Marshall Related Seminars and Products

Loss Control Consultant

RAS (Risk Administration Services) Inc.


Kelly joined RAS in 2011 as a job analysis and ergonomics specialist. She brings her unique background in occupational therapy to the world of workers’ compensation in an effort to help employers better navigate their own injury prevention and management programs.


Peter Martin's Profile

Peter Martin Related Seminars and Products

Attorney

Kennedy & Graven, Chartered


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.


Debra A Meier Related Seminars and Products

Education Consultant III

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.


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.


Danny Nelson Jr.'s Profile

Danny Nelson Jr. Related Seminars and Products

Director

MSDLAF+/PFM Asset Management LLC


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 Lee Olson's Profile

Cindy Lee Olson Related Seminars and Products

Executive Director

ARCC


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 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.


Nicole Podhora's Profile

Nicole Podhora Related Seminars and Products

Financial Review Specialist

Minnesota Department of Education


Nicole Podhora is a Finance Review Specialist on the School Nutrition Business Team within the Nutrition Programs Services Division at MDE. Her work includes conducting resource management reviews and providing technical assistance to schools regarding financial management of the Nonprofit School Foodservice Account. In addition, she has been the CEP coordinator at MDE since 2017. 


Steve R Pumper's Profile

Steve R Pumper Related Seminars and Products

Vice President

PMA Financial Network,LLC


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.



Tyler See Related Seminars and Products

Manager

Abdo


Tyler joined the firm in 2017 after completing his Accounting degree from Minnesota State University, Mankato. He was a government audit intern during the 2017 audit season. Tyler works with a variety of local governments and schools in Minnesota providing annual audits. In addition to his expertise in annual auditing, Tyler is experienced in municipal long-term financial plans and utility rate studies.


Matt Schmidt Related Seminars and Products

MSDLAF+/PFM Asset Management LLC


David Skovholt Related Seminars and Products

Minnesota Department of Labor & Industry


Darin Styles's Profile

Darin Styles Related Seminars and Products

Partner

Abdo Solutions


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. 

 


Kyle Trites Related Seminars and Products

Catalyst Sourcing Solutions


Lori S Volz's Profile

Lori S Volz Related Seminars and Products

Director

Owatonna Public Schools


Simone Zunich Related Seminars and Products

Finance Manager

ISD 709 Duluth


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, October 24

 

7:30am-8:30am 

Registration

7:45am-8:30am 

New Member Welcome Breakfast
If you are new to MASBO in the last few years, join us to connect before the start of the conference.

8:30am-9:00am 

General Session, Welcome and Updates

9:00am-10:00am

Opening Session & Keynote 

Let's GLOW - Resilience Reimagined
Tracy Frederick Corcoran, Owner – Aware Coaching and Wellness

 

10:00am-10:15am

Break

10:15am-11:05am

Breakout Sessions

UFARS Hot Topics (CPE)Also recorded for on-demand viewing
Deb Meier, Education Finance Specialist II – Minnesota Department of Education

Employee Engagement
Jenna Fromm, CEO – Palmer Bus Service

How Accident Investigation Enhances Safety: An Update on Case Law
Kelly Marshall, Loss Control Consultant – RAS

 

11:05am-11:15am

Break

11:15am-12:05pm

Breakout Sessions

Let's GLOW - Illuminated Your Personal Path to Resilience
Tracy Frederick Corcoran, Owner – Aware Coaching and Wellness

Special Ed Update (CPE)
Paul Ferrin, Supervisor of Special Education Funding and Data – Minnesota Department of Education

MARSS Top 10Also recorded for on-demand viewing
Gayra Ostgaard, Data Management and Student Accounting Supervisor – Minnesota Department of Education; Marilynn Loehr, Statewide MARSS Coordinator – Minnesota Department of Education; Tara Chapa, Student Accounting Specialist – Minnesota Department of Education

Guidance for Single Audits
Brad Falteysek, Partner – Abdo Solutions; Tyler See, Manager – Abdo Solutions

 

12:05pm-1:00pm

Lunch

1:00pm-1:50pm

Breakout Sessions

LTFM: Facilities, Age and Square Footage Reporting - Reporting Process and FAQs
Sarah Miller, Education Finance Consultant III – Minnesota Department of Education

Special Education/UFARS Reconciliation Year-End Closeout
Jill Bemis, Education Finance Consultant 3 – Minnesota Department of Education

Payroll Fraud (CPE)
Darin Styles, Partner – Abdo Solutions

Leveling Up Your Truth in Taxation Presentation
Michael Hart, VP, Managing Director – PMA Securities, LLC; Steve Pumper, Senior Vice President – PMA Securities, LLC

 

1:50pm-2:00pm

Break

2:00pm-2:50pm

Breakout Sessions

Labor Laws Enforcement
Jonathon Goettl, Investigator, Wage Theft Division – Office of Minnesota Attorney General; Dave Skovholt, Systems & Communications Interventions Principal – MN Department of Labor & Industry (DLI)

MDE Reverse Session
Cathy Erickson, Director of School Finance – Minnesota Department of Education

More Data, More Data Requests: How to Efficiently Manage an Endless Stream of Data Requests in the Age of Electronic Data
Abbi Kelzer, Shareholder – Squires, Waldspurger & Mace, P.A.

Understanding E-Rate (CPE)
Ryan Kleinjan, President and Managing Partner – Catalyst Sourcing Solutions; Kyle Trites, – Catalyst Sourcing Solutions

 

2:50pm-3:00pm Break
3:00pm-3:50pm

Breakout Sessions

Better Site Level Budgeting
Tracey Fiereck, Director of Business Services – Sauk Rapids-Rice Public Schools; Lori Volz, Director of Finance & Operations – Owatonna Public Schools; Andy Krogstad, Director of Finance – Rochester Public Schools; Kara Lundin, Business Manager – Grand Rapids Public Schools

SECURE 2.0 Student Loan Match
Chris Williams, Benefit Consultant – Aviben

Interest Rates Go Up, Interest Rates Go Down - You Just Need to Have a Plan (CPE)
Danny Nelson, Director – PFM Asset Management; Matthew Schmidt, Senior Managing Consultant – PFM Asset Management

Selling District AssetsAlso recorded for on-demand viewing
Stephen Knutson, Partner – Knutson Flynn & Deans

 

4:00pm-5:00pm

Committee Meetings

  • Communications & Engagement
  • Legislative
  • Membership
  • Professional Development

7:00pm-8:30pm

Twilight Talks

 

Friday, October 25

 

7:45am-9:00am

Registration

8:30am-9:20am

Breakout Sessions

Revenue Projection Model 101Also recorded for on-demand viewing
Cathy Erickson, Director of School Finance – Minnesota Department of Education

Delivering Effective Feedback and Performance Conversations
Brenna Ramy – Abdo Solutions

The Benefits of Creating Your District's Financial Story (CPE)
Brock Bowsher, Principal – Baker Tilly

Case Law Update
Peter Martin, Shareholder – Kennedy & Graven

 

9:20am-9:30am

Break

9:30am-10:20am

Breakout Sessions

State & Federal Revenue Recording & Reporting 101
Cathy Erickson, Director of School Finance – Minnesota Department of Education

Benefits: Some Things Can't Be Negotiated (CPE)
Deb Holthaus, Senior Executive Advisor – Benefits Innovations; Darcy Hitesman, Employee Benefits Law Attorney

AI for Dummies
Cindy Olson, Executive Director – ARCC; Andrew Adams, Executive Director of Business Services – Eden Prairie Schools

The Community Eligibility Provision (CEP) for School Nutrition Programs
Nicole Podhora, Financial Review Specialist (School Nutrition Programs) – Minnesota Department of Education

 

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.

  • Small District  
  • Medium-Large Districts 
  • Intermediates and Co-ops
  • HR & Benefits
  • Payroll
  • Open Networking

 

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
Kaylynn Johnson, Attorney – Ratwik, Roszak & Maloney P.A.; Lauren Kingsbeck, Attorney – Ratwik, Roszak & Maloney P.A.

Stay Left of Boom: Strengthen Your School’s Cyber Resilience with Free CISA Resources Also recorded for on-demand viewing
Jennifer Lotze, Cybersecurity State Coordinator, Minnesota, Region 5 – Cybersecurity and Infrastructure Security Agency

Achieving Best Practice and Best for the District when Issuing Debt (CPE)
Beth Downes, Municipal Advisor – Ehlers; Brian Johnson, Director of Investment Services – Ehlers; Tracey Fiereck, Director of Business Services – Sauk Rapids-Rice Public Schools

 

1:20pm-1:30pm

Break

1:30pm-2:20pm

Breakout Sessions

Tax Advantaged Medical Spending Accounts
Adam Kuck, National Insurance Services

Booster Club Guidelines (CPE)
Simone Zunich, Executive Director of Finance and Business Services – Duluth Public Schools

MSBA Hot Topics
Tiffany Gustin, Director of Management and Insurance Trust Services – MN School Boards Association

2:20pm-2:30pm

Break

2:30pm-3:00pm

Reflect & Refocus: Conference Wrap-Up
Lisa Anderson, Principal Leadership Coach & Consultant – Clarity Leadership

 

 

 

 

 

 

 

 

 

 

 



 

Back to the Top

Encore Sessions

Recorded Conference Sessions

These sessions were presented in-person and also have been recorded.

UFARS Hot Topics

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.

Revenue Projection Model 101

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.

Stay Left of Boom: Strengthen Your School’s Cyber Resilience with Free CISA Resources

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:

  • Understand CISA’s Role:** Learn how CISA plays a crucial part in national cyber defense and offers targeted support for educational institutions.
  • Identify Emerging Threats:** Stay informed about the latest cyber threats affecting schools and gain strategies to protect your school’s data and systems.
  • Access Free Resources:** Explore a variety of no-cost cybersecurity services and tools from CISA that are available to help your school build resilience and manage risks effectively.

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.

MARSS Top 10

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.

Selling District Assets

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.

Additional On-Demand Sessions

These additional sessions were not presented in-person.

UFARS Turnaround Reports

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).

ESSER Fund Closeout

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.

Construction risk monitoring – Partnering for success

Speaker details coming

Description coming

Understanding School Administration Laws

Speaker: Heath Whitaker, Senior Manager – Baker Tilly

We know how important new construction projects are for your school and community. The goal is simple: ensure the project provides maximum value for every dollar and hour you invest. With proper project monitoring in place you can achieve success through:

  • Clear, valuable insights from project data
  • Risk mitigation for contracts, costs, schedules and payments
  • Strategic communication support with stakeholders

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

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

Book Your Room Here

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.

Credits

Education Credits

MASBO Credits: 9

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. 


Minnesota Board of School Administrator (BOSA) Credits: 9

Approved administrative continuing education credits are available for most MASBO conferences, workshops and professional development programs. To receive credit, registered attendees must attend the full event, and will be emailed a link to the certificate of credit.  


CPE Credits

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.

The instructional delivery method for all sessions is group live, and no prerequisites or advance preparations are necessary for participation, unless otherwise indicated. All may attend. To receive credit for CPE-eligible education sessions, attendees must be registered conference attendees and wearing a conference name badge, must verify attendance at the beginning and end of the session, and complete the session evaluation. The session moderator will maintain the log during the session. Qualified attendees will get access to their certificate in their Learning Center account under the Credit Tracker tab.

View CPE sessions and info


QR Code Scanning

The Fall Conference will feature QR Codes on your name badge. At each meeting room with a CPE course, there will be an iPad to scan your QR Code. You must scan in AND out to receive credit for the session attended and complete a paper session evaluation.

Please note that this is ONLY for CPE credits needed for CPA’s--MASBO and BOSA credits are assigned in the same way as in the past, and do not require using the QR code sign-in process.