Celebrating the Past, Present & Future May 20-22, 2015

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1 Celebrating the Past, Present & Future May 20-22, 2015 Spring Conference DoubleTree By Hilton Williamsburg Williamsburg, Virginia

2 Welcome from the President Greetings VASBO members! Congratulations to VASBO for this great milestone achievement - 50th Anniversary, of which we all can be proud of. Thanks for being an organization that has maintained its integrity, quest for excellence and has kept the best interest of School Business Officials at heart. Vision from our past presidents, collaboration amongst the management team, support of our members and generous contributions from our sponsors have been the key to our success. With us all working together in unity and harmony, I am sure the next 50 years will be as successful as the first 50 years. James C. Collins said it best, "Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice, and discipline." So, as you continue to be part of VASBO, please get involved and continue to build upon a prestigious and honorable organization that cares about empowering its members to effectively provide quality fiscal and human capital support to the students, teachers, staff, and parents in the Commonwealth of Virginia. I sincerely thank YOU, the VASBO Team, the VASBO Executive Director and my better half for making this year a memorable year. I am very proud to be part of such a great organization. I wish each of you and your school districts much strength, joy, peace, and success for many years to come. Appreciative, Wayne Cosby VASBO 50th President Special Thanks Our sincere thanks to all of the speakers for donating their time and talents to make the VASBO Spring 2015 Conference a success! Mike English and Steve Miller, Forecast5 Lisa Frye, Frederick County Sue Landis, Virginia Employment Commission Stephanie Heintzlman, VACORP Brook Spurlock, Standard Insurance Company Dr. William Glenn, Virginia Tech Monica Schermier, American Fidelity Assurance Company John Musso and Terrie Simmons, ASBO International Kent Dickey, VDOE

3 Agenda: Wednesday, May 20,215 Time 8:00 a.m. - 8:20 a.m. Registration 8:30 a.m.- 4:00 p.m. Rooms 1-2, and A-B 11:15 a.m. - 12:45 p.m. Room 17 1:00 p.m. - 4:00 p.m. Central Lounge 4:00 p.m. - 6:00 p.m. Break Event UVA-VASBO Certification Cohorts II & III Management Team Meeting Registration and Continuing Education Session Topic: Separate But Not Yet Equal: School Finance Equity and Adequacy Speaker: Dr. William Glenn 6:00 p.m. - 6:30 p.m. Opening Session Speaker: Terrie Simmons, Past President ASBO International 6:45 p.m. - 9:00 p.m. President s Ballroom Sustaining Sponsors Vendor Hall for Social Hour Thanks to all of the dedicated companies for their sponsorship during Your support allows us to offer programs and education to our school divisions! Diamond American Fidelity Platinum VACORP Virginia Retirement Specialists Horace Mann Insurance Gold TRA Software Solutions RDA Systems Source4Teachers/Mission One Siemens Frontline Placement Technologies Partner Forecast5 Analytics U.S. Communities Silver Ameresco TCPN Kelley Educational Staffing GCA Education Services Data Business Systems Keystone Information Systems Online School Management Systems RevTrac SSC Service Solutions Sungard K12 Education Schneider Electric The Omni Group Patron Wells Fargo Insurance Services If interested in becoming a Sponsor, or obtaining information about sponsoring an activity, or an advertising opportunity, please admin@vasbo.org.

4 Agenda: Thursday, May 21, 2015 Time Event 8:00 a.m. - 8:50 a.m. Registration 8:50 a.m. - 9:50 a.m. Breakfast President s Ballroom Topic: Annual School Report (ASR) & Transportation Report (Part 1) Speaker: Mr. Kent Dickey, Assistant Superintendent for Finance Virginia Department of Education 10:00 a.m. - 11:00 a.m. Topic: Annual School Report (ASR) & Transportation Report (Part 2) Speaker: Mr. Kent Dickey, Assistant Superintendent for Finance Virginia Department of Education 11:10 a.m. - 12:10 p.m. Professional Education Session I (choose one) Rooms 1-2 Topic: Overview for Public Schools, Claims and Appeals Process and Suggestions To Minimize Employer Risk Speaker: Ms. Susan Landis, Manager Virginia Employment Commission Rooms A-B 12:15 p.m. - 1:40 p.m. Ms. Landis plans cover the section of the Virginia Unemployment Compensation Act that addresses the use of school wages in establishing unemployment claims when a claim is filed during a period between academic terms as well as when claims are filed for separations resulting from a discharge or quit action. Topic: Health Care Reform: 1094 Reporting Speaker: Ms. Monica Schermier American Fidelity Many employers are understandably overwhelmed by the magnitude and dynamic nature of the evolving Health Care Reform law. This presentation focuses on the reporting responsibilities for employers under Section 6055 and Section 6056 of the Internal Revenue Code as a result of the employer mandate. We will summarize each obligation and break down the requirements into specific steps, and help participants create their own action plans. We will also answer frequently asked questions about the rules, provide tips for compliance, and identify resources available for employers who would like additional information or assistance. Lunch VASBO Recognitions: Cardinal Award, Scholarship Awards, Introduction of New Members

5 Agenda: Thursday, May 21, :50 p.m. - 2:50 p.m. Professional Education Session II (choose one) Rooms 1-2 Topic: Hybrid Short Term/Long Term Disability Plan Update - One Year After Implementation Speaker: Mrs. Stephanie Heintzleman, Director of Member Services, VACoRP Mrs. Brooke Spurlock, Account Manager, Standard Insurance Company Now that the VRS Hybrid Plan has been in place for over a year, it is time for a brief update and review of the Hybrid Disability Insurance program offered through VACORP and the Standard. This includes how to submit payment, report claims, and how the disability program affects local sick leave policies. Rooms A-B Topic: VASBO On-line Collaboration Platform Speaker: Mr. Mike English, President/CEO Mr. Steve Miller, Senior Analytics Consultant Forecast5 Analytics 3:00 p.m. - 4:30 p.m. President s Ballroom 4:30 p.m. - 6:25 p.m. Break 6:30 p.m. - 8:00 p.m. This session will provide training on using 5Share, VASBO s on-line business collaboration network. More than just a message board, 5Share allows VASBO members to share documents and data. Learn how to initiate and respond to discussions, as well as, using VASBO s customized categories. The presentation will also highlight data collection strategies including polling and surveys. VASBO members will share their ideas on optimizing the use of this member benefit. Vendor Forum and Door Prizes Dinner and Entertainment

6 Agenda: Friday, May 22, 2015 Time 8:00 a.m. - 8:45 a.m. 8:50 a.m. - 9:50 a.m. Event Breakfast Topic: Celebrating the Past, Present & Future Speaker: Mr. John D. Musso, Executive Director Association of School Business Officials International (ASBO) Panel of Past Presidents Moderator: Mr. Dennis R. Jarrett, Chief Financial Officer York County Schools 10:00 a.m. - 11:00 a.m. Break Out Session by School Size 11:15 a.m. - 12:15 p.m. Business Meeting Agenda: Call to Order Invocation President s Remarks Secretary s Report Treasurer s Report Executive Director s Report Committee Reports Old Business New Business Election of Officers Passing of the Gavel Remarks by the President Adoption of New Budget Adjournment Drawing of Door Prizes Upcoming Conference Dates VASBO Fall Conference October 15-16, 2015 Marriott City Center, Newport News, VA VASBO P.O. Box 72608, Richmond, VA Website: vasbo.org admin@vasbo.org (800)

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8 VASBO Management Team and Committees President Mr. Wayne Cosby Hanover County President Elect Mr. Bill Bowen Poquoson City Treasurer Mrs. Shannon Irvin Nelson County Secretary Mr. Phillip Trayer Louisa County Director One Year Mrs. LaShahn Gaines Spotsylvania County Director One Year Mr. Jonathan Miller Chesterfield County Director Two Year Mrs. Terry Stone Henrico County Director Two Year Ms. Brook Thomas Northampton County SASBO Director Mrs. Misty Caish Virginia Beach City Executive Director Mr. Steven Bateson VASBO Immediate Past President Mrs. Lisa Frye Frederick County Audit Chair Mr. John Broderick Sussex County Cardinal Award Mrs. Deborah White Goochland County Constitution & Bylaws Mrs. Suzanne Scott Hampton City Continuing Education Mrs. Donna Eagle Winchester City Legislative Mr. Dave Cline Prince William County Membership Committee (Co-Chairs) Mrs. Katie Miano Mrs. Susan Peterson Montgomery County Roanoke County Resolutions Mrs. Marilyn Woodall Chesapeake City Scholarship Mrs. Joanne Wright Mrs. Penny Hodge State Technology Advisor Mr. William Flaherty Gloucester City Roanoke County Retired Nominations Mrs. Lisa Frye Frederick County Vendor Mrs. Tracey Worley Pittsylvania County Mrs. Amy Hardy Pittsylvania County Vendor Representative Mrs. Dixcy Kilduff American Fidelity Mrs. Mallory Wiggs TRA