Colorado Association Of School Business Officials

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1 Colorado Association Of School Business Officials 62ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET Celebrating Over 60 Years of Excellence in Leadership Development 62nd ANNUAL CASBO CONFERENCE & EXHIBITS April 22-24, 2015 Omni Interlocken Hotel 500 Interlocken Boulevard Broomfield, Colorado Program Agenda and Registration Information Enclosed Registration Open to April 22, 2015

SESSION TRACKS (The following session track icons will be used to identify the different discipline areas of interest) Small Districts and Charter Schools: Focuses on financial, budgetary, public

Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments,

Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements.

2 SESSION TRACKS (The following session track icons will be used to identify the different discipline areas of interest) Small Districts and Charter Schools: Focuses on financial, budgetary, public relations, and the legal issues that affect small districts and charter schools where one individual has many areas of responsibility. Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments, and debt management; and financial technology for school business operations. Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements. Also looks at the public policy, inter-governmental relations, and the legal issues that affect schools. Maintenance/Operations and Purchasing Management: Focuses on the latest in school planning and construction, purchasing, supply and fixed-asset management, contract management, school maintenance and the environmental aspects of school operations. Information Management: Deals with critical information on strategic planning, instructional support programs, and management information systems. Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service. 2

3 62nd Annual CASBO Conference & Exhibits Omni Interlocken Hotel April 22-24, 2015 Celebrating Over 60 Years of Excellence in Leadership Development PROGRAM AGENDA Wednesday, April 22, 2015 Health Care Reform: Considerations for the Business Manager. 8:30 A.M. 11:30 A.M. (Reduced fee to all conferences attendees registration is required and lunch will be provided) Presented by: Raelene Walker and Che Yi, American Fidelity Administrative Services Description: During this three hour session we will explore Health Care Reform topics and issues as they relate to the decision-making process of business managers. We will review the different stages of Health Care Reform preparation, including education, administration and strategic considerations. The presentation will also help session participants assess and organize key compliance activities of their organizations, proactively identify emerging issues and create their own actions plans to utilize on an ongoing basis. Determine where your organization is in terms of Health Care Reform preparation.identify methods for staying abreast of new developments and proactively identifying emerging issues that could affect the organization.. Create an action plan for organizing key compliance activities. Registration 11:30 A.M. 5:00 P.M. Super Session :30 P.M. 1: 30 P.M Colorado Legislative Update Presented by: Bruce Caughey of the Colorado Association of School Executives Description: Bruce will give us an update on the 2015 Legislative Session, the political landscape for public education, education reform efforts and much, much more. Refreshment Break.... 1:30 P.M. - 1:45 P.M. Value Based Purchasing in HEALTHCARE :45 P.M. 3:45 P.M. Presented by: Robert J. Smith, MBA, Colorado Business Group on Health Description: This session is designed to provide CFOs and Purchasing Directors/Agents with a solid understanding of why and how to be proactive purchasers of and not simply payers for - healthcare. Attendees will learn the principles behind value-based purchasing techniques and will be provided with tools and specifications for purchasing higher value. Break.... 3:45 P.M. - 4:00 P.M. 3

4 School Finance Update 4:00 P.M. - 5:00 P.M. Leanne Emm, Assistant Commissioner, School Finance, Colorado Department of Education Hear an update on the Colorado School Finance and how it affects the Colorado Department of Education and School Districts. A Question and Answer session will follow. Welcome Reception :00 P.M. 6:00 P.M. In appreciation of all of our Vendors CASBO welcomes the Associate Business and Active members of Colorado ASBO for conversation and refreshments in a relaxing atmosphere. Hors d oeuvres and Refreshments provided by CASBO Prize Drawing at 5:45 PM One (1) 2015 Fall Conference Registration (must be present to win) Dinner on your own :00 P.M. 7:30 P.M (Hotel shuttles are available to the Flatirons Mall where several restaurants are located) Past President s Reception (by Invitation Only) :00 P.M. 7:30 P.M. Vendor Hospitality Functions :30 P.M. 11:00 P.M. Come join us for Hors d oeuvres and more than ample refreshments! We will have a D.J. providing easy listening music for your entertainment and he will up tempo it for dancing if you are so inclined! Please plan on joining us and our special sponsors for an evening of fun! Sponsored by: American Fidelity Assurance, COLOTRUST, SchoolDude and Virco 4

Celebrating Over 60 Years of Excellence in Leadership Development PROGRAM AGENDA Thursday, April 23, 2015 Registration & Continental Breakfast........ 7:30 A.M. 8:30 A.M. First General Session.

5 Celebrating Over 60 Years of Excellence in Leadership Development PROGRAM AGENDA Thursday, April 23, 2015 Registration & Continental Breakfast :30 A.M. 8:30 A.M. First General Session :30 A.M. 9:45 A.M. Opening remarks by CASBO President Bill Sutter Welcome to all Business disciplines and their Respective Affiliate Groups Keynote Presentation "Getting Your Team Collaborating for a Winning Effort" Dave Logan, Keynote Speaker Dave Logan is a former American League Football Player and is currently an on air talent with 850 KOA radio. Famously known as the "Voice of the Denver Broncos", Dave Logan has enjoyed 25 years as a broadcaster with KOA and has been the Play by Play voice for 19 seasons with the Denver Broncos. Dave Logan was one of only three players, along with Dave Winfield and Mickey McCarty, to have been drafted by all three major sports leagues: the MLB, the NFL, and the NBA. Vendor Exhibits Exhibit Hall.... 9:45 A.M. 11:15 A.M. All Registered Conference Attendees Welcome! Coffee Break in the Exhibit Hall at 9:45 A.M. Breakout Sessions :15 A.M. 12:30 P.M CSPMA General Membership Meeting Speaker(s): Frank Martinez, Boulder Valley School District, CSPMA President Description: General round table discussion on issues concerning operations and facilities, to include maintenance, sites, energy, sustainability, construction, and custodial issues. 5

6 Student October Count and CDE 40 Transportation Funding Audit Process Speaker(s): Jennifer Okes, Colorado Department of Education Description: This breakout session will cover the October 1st pupil enrollment count day and the CDE40 transportation reimbursement submission and the associated documentation requirements for each. As a newcomer to the process or as veteran, learn about these two important submissions and relevant updates to the audit process and clarification on required documentation. Come with your questions and concerns! PERA Audit Speaker(s): Mary Howard, Auditor PERA Description: Reporting employee earnings to PERA is vital. PERA has been auditing school districts more often to find these reporting mishaps. This session will discuss various types of PERA reporting mistakes, common audit findings and what districts need to watch out for Colorado School Safety Resource Center: An Overview of Services Speaker(s): Brad Stiles, Colorado School Safety Resource Center and Chris Wilderman, Boulder Valley School District Description: This session will provide an overview of the Colorado School Safety Resource Center ( Participants will hear about the no-cost consultation, training, resources and technical assistance services provided by the CSSRC to school districts, including Emergency Planning for Schools, Suicide Prevention training, Threat Assessment for Schools, Bullying Prevention for Schools, the BASICPrep project and many more. Participants will also hear how these services have helped to make districts safer for students Nutrition Administrative Review - Gleaning Guidance from Experience Speaker(s): Jessica Gould, Littleton Public Schools, Linda Stoll, Jefferson County Public Schools and Monica Deines-Henderson, Falcon School District Description: Panel of Nutrition Service Directors who have completed an Administrative Review will share guidance gained through the CDE-OSN Administrative Review process. Learn about the process of preparing for the review, required documentation and records, completing the off-site review, and the experience of the on-site review process. What to expect if a financial review is indicated 6

7 Member/Vendor Luncheon :30 P.M.-1:30 P.M. Recognition of Past Presidents and Directors Annual Business Meeting Election of CASBO Board Breakout Sessions :45 P.M.-3:00 P.M Mandated Door Hardware Code Changes and their Significant Financial Impact. Speaker(s): Rob Geislinger - Colorado Department of Public Safety Description: Recent school active shooter incidents have identified an existing conflict between building codes and fire codes. Recent code changes are enforcing fire code over building code and will require most school districts to upgrade door hardware at significant expense. Come and hear straight from the state Department of Public Safety what the new requirements are and get all your questions answered. The current date of compliance is 2018 and there are no grandfather allowances CDE Grants Fiscal Management Speaker(s): David Sneiderman, Colorado Department of Education Description: This important and popular session will cover many facets of the government grant management process. Listen and learn from CDE staff as to recent updates and changes to assist in managing grants within your district Why Have a Wellness Program and the Effects of the ACA Speaker(s): Patrick Trotter, CEO of Trotter Wellness Ltd Description: Description: Founded in 2003, Trotter Wellness Ltd. is a recognized leader in delivering comprehensive health risk management programs and services to assist organizations and individuals with improving their health and productivity. Learn how a wellness program can impact your costs of doing business and how a program can have a drastic effect on your employee s productivity and overall quality of life Rural Caucus Speaker(s): Paula Stephenson, Executive Director Description: What is the Rural Caucus? Come listen and learn about how Colorado rural school districts can and do work together through advocacy efforts and collective voices for issues and concerns affecting rural school districts. Whether funding issues, legislative changes or educational changes, learn how the Rural Caucus can support and aid in the work of rural districts. 7

8 Strategical Risk Management - An Ounce of Prevention Speaker(s): Glenn Gustafson, CPA, Deputy Superintendent/CFO, Colorado Springs D-11 S.D. Description: This session will discuss various types of insurance and risk strategies that can help your District provide the best possible protection from unwelcome surprises. Break.... 3:00 P.M. 3:15 P.M. Goldmine Sessions :15 P.M. 4: 30 P.M. Moderator: Brennan Mendus Seven mini topics will be offered at the Goldmine Session Tables. Five 15 minute presentations will be made of each mini topic enabling attendees to hear up to five different topics in these rotations. The mini topics are: 1. Have You Reviewed Your Coverage Lately? Presented by: Colorado School Districts Self-Insurance Pool Risk Programs and Risk Control Staff 2. Portfolio Management and Investing Public Funds Presented by: Neil Waud, COLOTRUST 3. Business Opportunities for School Districts Presented by: David Allen, Horace Mann 4. Crisis Response and Emergency Preparedness? Presented by: Scott Hair, SchoolDude.com 5. Child Nutrition Programs in Colorado Schools Presented by: Randy Waugaman, Chartwells School Dining Services 8

9 6. Feel like a MASH unit keeping up with your Safety Training Requirements? Presented by: Tom Strasburger, PublicSchoolWORKS 7. Benefits of Cooperative Purchasing: How US Communities Can Save You Money and Time! Presented by: Rob Fiorilli, Program Manager, U.S. Communities. Vendor Exhibits Exhibit Hall :30 P.M. 6:00 P.M. All Conference Attendees and Associate Business Members Welcome! Food Stations and Refreshments Provided Refreshment tickets are provided at CASBO s Platinum, Gold, and Silver Sponsor Booths CASINO NIGHT and ENTERTAINMENT 7:00 P.M. 10:00 P.M. Come join us for an unforgettable evening of: Fun, Entertainment, and Good Conversation Snacks, Refreshments and a Cash Bar Las Vegas Style Gambling Fantastic Prizes (must be a registered Active or Guest member to win prizes) SPONSORED BY Wells-Fargo Insurance Services & Pinnacol Assurance 9

Celebrating Over 60 Years of Excellence in Leadership Development Friday, April 24, 2015 PROGRAM AGENDA Registration & Buffet Breakfast...... 7:45 A.M. 8:30 A.M. Student Performance..... 8:15 A.M. 8:45 A.

10 Celebrating Over 60 Years of Excellence in Leadership Development Friday, April 24, 2015 PROGRAM AGENDA Registration & Buffet Breakfast :45 A.M. 8:30 A.M. Student Performance :15 A.M. 8:45 A.M. by Adams 50 School District Second General Session... 8:45 A.M. 10:30 A.M. Opening remarks by CASBO Vice-President Shelley Becker Installation of CASBO Board Student Scholarship Presentation Service to the Profession Award Oath of Office by 2013 ASBO President, Ron McCulley Sponsored by COLOTRUST Sponsored by American Fidelity Assurance Keynote Presentation The Importance of Nonverbal Communication Jan Hargrave, Keynote Speaker The Secret Language of Success: Understand acceptable and unacceptable cultural body language. Understand how to appear confident, when nervous and recognize the hidden power of your handshake. Identify gender communication differences between men and women. Learn how to tell if someone is lying to you and to develop articulate/positive body language during presentations. Explore sensitivities in various cultures. Turn a job interview into a job by recognizing positive body language signals and identify power plays for successful self-selling. Special Presentation :30 A.M. 11:00 A.M. "Colorado PERA Update" Presented by: Gregory Smith, Executive Director, Colorado PERA A financial recap and economic impact of PERA in Colorado, PERA investments including investment return assumption, contribution rates, legislation, and current events at PERA. Break 11:00 A.M. 11:15 A.M. 10

11 Breakout Sessions 11:15 A.M. 12:30 P.M Playground Equipment and Surfacing Safety and Inspection Speaker(s): Mariam Hootstein, Recreation Plus LTD Description: This session will inform facility managers of inspection and safety guidelines to prevent injuries on school grounds Successful Leadership Through the Effective Delegation of Work Speaker(s): David Hart, Senior Vice President, Public Finance, D.A. Davidson Description: You re so busy managing your day-to-day, you don t have time for strategic planning or for policy work, right? Wrong! If you want something done, you got to do it yourself, right? Wrong again! In order to distinguish yourself as an effective manager and a successful leader, you must become a skilled practitioner in the art of delegation. Recognizing various levels of delegation from assigning ministerial tasks to granting full project independence is among the aspects of this important managerial practice that are to be discussed during this session. Be prepared to join in the discussion about what constitutes authentic delegation and how one becomes a skilled practitioner Enterprise Risk Assessment a practical approach to mapping and understanding the risks facing your organization Speaker(s): Kevin Sear, Paragon Audit & Consulting Inc. and Shelley Becker, Adams 12 Five Star Schools Description: Enterprise risk assessment is a systematic process for identifying and evaluating events that could affect the achievement of objectives, positively or negatively. Such events can be identified in the external environment and within an organization s internal environment. When these events intersect with an organization s objectives or can be predicted to do so they become risks. Risk is therefore defined as the possibility that an event will occur and adversely affect the achievement of objectives. The enterprise risk assessment process is designed to help identify and quantify the existing risks. 11

12 Parent Teacher Organizations what every school official should know (and it s more than you think!) Speaker(s): Anton Dworak, Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC. Description: Parent Teacher Organizations (PTO s) can generate tens of thousands if not hundreds of thousands of dollars for schools and school districts, not including countless volunteer hours given for school activities. Unless school districts take an active role in encouraging and monitoring PTO s, problems can arise that may cause liability and PR issues for the districts. This seminar will give tips on how to create and foster healthy PTO s and give you the tools on training the PTO boards and officers. The seminar will describe how a PTO is formed properly, liability issues, sales tax issues, the relationship between district policies and PTO activities, internal control tips, and compliance forms GASB 68 Speaker(s): Wendy Swanhorst, Swanhorst & Company, LLC Description: Every district is required to complete audited financials each fiscal year. Effective July 1, 2015 GASB 68 goes into effect. This session will help you understand the issues, how to report and answer questions on this change in reporting. Town Meeting with the CASBO Board... 12:30 P.M. 1:00 P.M. Moderator: Cristal Swain, CASBO Board An informal meeting to answer questions and gather input for future conferences. Tell them what you liked, what you didn t like, what you would like to see, and find out how you can become involved. Light refreshments and snacks will be available. Two attendees will receive a free registration to the 2015 Fall Conference by a raffle drawing at the conclusion of this session (must be present to win). CASBO Conference Adjourned.. 1:00 P.M. 12

13 COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 62nd Annual CASBO Conference & Exhibits Omni Interlocken Hotel April 22 th - April 24 th, 2015 CONFERENCE REGISTRATION is on line only, please go to: We accept credit cards,p-cards or checks CONFERENCE REGISTRATION DETAILS: Membership paid up to March 31 or later is required to attend this conference. Conference registration fee includes Wednesday Cocktail Reception, Thursday and Friday breakfasts, Thursday lunch, Thursday evening activities, and admittance to all conference presentations. ACTIVE MEMBERSHIP (For School District Employees only) MEMBERSHIP DUES (if due before March 31 or sooner) Conference Registration Fee..... Total ASSOCIATE MEMBERSHIP (For Businesses & Vendors only) 2015 MEMBERSHIP DUES (required to attend conference) Conference Registration Fee.. Total GUEST REGISTRATION(s) (includes all meals and social functions) Guest cannot be eligible for CASBO membership. (please select meal choice(s) on line) Health Care Reform: Considerations for the Business Manager (Wednesday morning) Registration is required Includes a Box Lunch if registered for conference If not registered for the Conference. $ $ $ $ $ $ $ $ $ LUNCHEON CHOICES: Make your entrée selection on line when registering. Thursday: Chicken Entrée Beef Entrée Vegetarian Entrée ROOM RESERVATIONS: You can reserve your room at the Omni Interlocken Resort on line at or by calling the Hotel directly at or Attendees, Exhibitors and Sponsors will receive a special rate of $119 (Standard Room) per night (other rooms/rates available). Room blocks and special rates under CASBO will be held until April 1, you must refer to the CASBO Group when making your reservations. REGISTRATION DEADLINE: April 22, 2015 Registration is on line only, please go to: We accept credit cards, p-cards or checks If paying by check; Print and Mail your On-Line Registration form and check by April 8, Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director 4627 W 225 th Way Westminster, Colorado Cancellation Policy: Full refund if cancellation is received prior to April 8, Sorry, no refunds will be given after April 8th 13 Questions? Please Bert Huszcza at ColoradoASBO@msn.com CASBO 4627 W. 105 th Way, Westminster, CO (720) (phone)

Colorado Association of School Business Officials c/o Bert E. Huszcza 4627 West 105 th Way Westminster, CO 80031 NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO PERMIT NO.

14 Colorado Association of School Business Officials c/o Bert E. Huszcza 4627 West 105 th Way Westminster, CO NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO PERMIT NO ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET Celebrating Over 60 Years of Excellence in Leadership Development 62nd ANNUAL CONFERENCE April 22-24, 2015 Program Agenda and Registration Information Enclosed Register by April 22, 2015

EXHIBITOR INVITATION AND INFORMATION PACKET

EXHIBITOR INVITATION AND INFORMATION PACKET Colorado Association of School Business Officials 63 rd ANNUAL CASBO CONFERENCE & EXHIBITS Exhibitor Show - April 20 th & 21 st, 2016 Omni Interlocken Resort 500 Interlocken Boulevard Broomfield, Colorado