2013 Winter Conference

Transcription

1 2013 Winter Conference January 30, 2013 Mesa Hilton East Phoenix 1011 West Holmes Avenue, Mesa, Arizona

2 SCHEDULE OF EVENTS 8:00 am 9:00 am Registration & Continental Breakfast 9:00 am 9:15 am Welcome & Conference Overview 9:15 am 10:05 am General Session: Dennis Hoffman, ASU Economist and Director of the Seidman Research Institute, has maintained administrative and research oversight for many projects undertaken at the request of Arizona businesses and government agencies. His extensive experience with the state and local economy positions him for his current research interests that include defining and measuring the role of research universities in regional development, quantifying the value of education investments to the economic prosperity of a region, and measuring the impact of various fiscal initiatives on regional development. Dr. Hoffman is the faculty director of the Center for Competitiveness and Prosperity Research where the he directs the Productivity and Prosperity Project. 10:10 am 11:00 am Breakout Session I 1 1 : 0 5 a m 1 1 : 5 5 a m Breakout Session II 12:00 pm 1:00 pm Lunch 1:00 pm 1:50 pm Breakout Session III 1:50 pm 2:05 pm Break 2:10 pm 3:00 pm Breakout Session IV 3:00 pm Adjournment BREAKOUT SESSION I 10:10 am 11:00 am 101: IT Users Setting up IT controls can take time but the benefits of spending that time are worth it to protect your district. Come brush up your knowledge of IT controls and establishing user roles to better protect your district s data and resources. Presented by: Jennifer Brown and Chris Moore, Office of the Auditor General; John Moreno, Pendergast Elementary 201: APDM The Evaluation Process ADPM, Alternate Project Delivery Method for Construction: It's not for beginners and even the pros get it wrong. This session will handle the evaluation process with examples of where things have gone wrong. Presented by: Michelle Hamilton, Mesa Unified 301: Health Reform: Those Pesky Patient Protection and Affordable Care Act (PPACA) Regulations What s Next? In this workshop we will briefly review past PPACA compliance obligations and then provide an overview of upcoming PPACA requirements including: Summary of Benefits and Coverage (SBC), 2014 mandates for grandfathered and non-grandfathered medical plans, and highlights on the 90-day Waiting Period Ban, Individual Mandate, Temporary Reinsurance Fee, Exchange Notices, the 2018 Excise Tax, etc. Presented by: Nancy Hakes, Segal Co. 401: Property Control Common Deficiencies and How to Correct Them Have your capital assets gotten out of control or do you just need a little help navigating the property control process? Join us to talk about common deficiencies in property control and ways you can gain control over your district s assets and property control records. Participants will have time to share best practices and ask questions Presented by: Amanda Winn, Arizona Office of the Auditor General; Alan Van Horn, Dysart Unified ; Cris Cable, Arizona Office of the Attorney General BREAKOUT SESSION II 11:05 am 11:55 am 102: USFR Questionnaire on Fraud, Misuse of Funds, and Conflict of Interest This presentation will help assist districts in utilizing USFR Questionnaire on fraud, misuse of funds, and conflict of interest. Presented by: Dennis Ousch, Larson Allen LLP 202: Procurement Basics Quotes are now very Formal Quotes can be for more than just one purchase or even one year, they can be awarded based on factors other than low bid. However, they come with special rules and requirements. This session will cover the requirements that must be in the quote to be compliant. Presented by: Claudia Leon, Tempe Elementary 302: How to Survive a Data Collection IRS Audit Data Audits review TSA, 1099;s Gifts, Payroll, A/P. Find out what one school district went through. How do you prepare? Presented by: Joel Wirth, CFO Chandler Unified 402: Grant Compliance Get the latest and greatest information on the new Arizona Department of Education Grants Management System. Participants will learn about the improvement objectives of the new system. An overview of the new method to make payment requests and completion reports will be shared. Presented by: Lois Cruz, Arizona Department of Education; Karin Smith, Heinfeld, Meech, & Co., P.C.

3 BREAKOUT SESSION III 1:00 pm 1:50 pm 103: Using the Chart of Accounts Where do I go for Answers? More and more reports are being publicized and scrutinized by the public than ever before. Public Schools are constantly being compared with other school districts, charter schools, and private schools. It is important that the data we compare is consistent and accurate. This session addresses the use of the Chart of Accounts and how to find your answers to coding questions. What do I do when I am just not sure and where can I go for help? Presented by: Elizabeth Whitaker, Auditor General, Chris Cable, Auditor General, and Paul Christensen, Sacaton Elementary 203: Procurement Basics The Solicitation File Document, Document, Document: This is a hands-on session that will walk you through the steps, referencing statues, and you will leave with what you need to go back to your office and make it work. Presented by: Karen Fleetwood, Mesa Unified School District and Caroline Brackley, The Professional Group Public Consulting 303: IRS Bond Compliance This session will provide an overview of both federal and state law mandated compliance for the typical financings of Arizona school districts (i.e., school improvement bonds, refunding bonds and lease purchase transactions). Federal tax, arbitrage and disclosure requirements will be covered, as well as state expenditure, reporting and public meeting requirements. The session will also include a review of financial industry regulations that impact compliance efforts for school districts as well as recent developments, including IRS and SEC driven initiatives. Presented by: Tim Stratton and James Giel, Gust Rosenfeld PLC and Bryan Lundberg and Sandra Park, Stone & Youngberg, a division of Stifel Nicolaus 403: Auditing the Books Examining Arizona s Finances with OpenBooks Citizens have the right to know the sources of money the government of the State of Arizona receives and the uses to which that money is put. Arizona OpenBooks, Arizona s Official Transparency Website, has been recently created to provide its citizens with a better understanding of the fiscal operations of the State of Arizona. Currently featuring the State s financial activity, the site will soon be expanded to include the information of several of its political subdivisions, and allow citizens to download fiscal information by a number of criteria. Presented by: Gregory F. Vokoun, MBA, CPA/CFF, CIA/ CRMA, CFE, CGFM, CGAP, CGMA - Professional Practice Administrator, Joanna G. Greenaway Manager of the GAO Systems Support-Projects Team BREAKOUT SESSION IV 2:10 pm 3:00 pm 104: Audit 101 What are all these audits? Do you know what all of the different audits are that your audit firm performs? This session will identify the types of audits relevant to school districts as well as their origin and purpose. Participants will learn what reports are issued as a result of these audits. School district business office professionals will better understand the audit process, and the role of the auditor vs. the auditee. Presented by: Sara Kirk, Audit Manager Heinfeld, Meech & Co., P.C. 204: Procurement Basics- The most commonly asked questions This session will cover the major areas and how they relate to the many rules and regulations involved in Procurement. If you don't have a large Procurement Office, this session is for you! Presented by: Ken Carter, Paradise Valley USD 304: Mentor: Business Manager, Purchasing, etc WANTED: Veteran AASBO Member seeking mentor relationship with budding business professional. Have you ever wanted to reach out to those who have been in the trenches and ask questions on day to day business problems or get copies of pre-designed files to make your life easier? Now's your chance! Sign up for this session, and indicate an area you're in or are aspiring to be in, and we'll match you up with a veteran in that area. We'll use this time to introduce you and let you sit one-on-one with your new mentor to ask any question about school finance, procurement rules, salary charts, payroll tips, or anything else you have. We'll also help provide continuing opportunities to meet with your mentor at future conferences or meetings. You'll have the chance to indicate the area you re interested in and if you'd like to be matched with an urban or rural professional, and to create a relationship that will take you into your future. Sign up now. Seating may be limited! Presented by: Bobette Sylvester, Mesa Unified 404: ADM ADM is the pipeline of finances. This session will deal with the common issues that result in rejections, some of the upgrades to the current system, and a glance of what may be on the horizon. Presented by: Rose Whelihan, Arizona Department of Education, Information Technology SPECIAL THANKS TO Conference Committee Chair: Shari Zara Queen Creek Unified Track Chairs: Paul Christensen Sacaton Elementary Caroline Brackley Professional Group Public Consulting Karin Smith Heinfeld Meech Cris Cable AZ Office of the Auditor General Committee Members: Gary Barkman Howard Kropp Washington Elementary Cora McCan Peoria Unified Michelle Hamilton Lauren Jaramillo Rosa Saenz Professional Group Public Consulting Cary Case Peoria Unified Francie Wolf-Bauman Dysart Unified Courtney Piña Littleton Elementary Anita McLemore Pendergast Tracy McLaughlin Tolleson Union High Jennifer Shield Heinfeld, Meech & Co., P.C. Joanne Fimbres Washington Elementary Sharon Grassi Glendale Elementary Bill Munch Valley Schools Management Group Karen Fleetwood Bert Herzog Scottsdale Unified Dean Humphrey Pendergast Elementary

4 AASBO OFFICERS President: Mike Barragan, Tolleson Union High President Elect: Michelle Hamilton, Vice President: Mike Fisher, Littleton Elementary Past President: Bobette Sylvester, Treasurer: Ken Hicks, Littleton Elementary AASBO DIRECTORS Director of Child Nutrition: Jim Hemmen, Roosevelt Elementary Director of Membership Services: Ken McKenzie, Phoenix Elementary Director of Education Programs: Annette Moreno, Pendergast Elementary Director of Maintenance & Transportation: John Muir, Scottsdale Unified Director of Purchasing: Anita McLemore, Peoria Unified Vendor Representative: Hans Gerressen, Security Benefit Director of Information Technology: David Sanders, Tolleson Union High Director of Business Administration: Shari Zara, Queen Creek Unified AASBO STAFF Executive Director: David Lewis Director of Government Relations: Dr. Chuck Essigs Director of Professional Development: Jeff Gadd Membership Services Coordinator: Ana Sanchez Communications Coordinator: Debbie Anderson AASBO s Strategic Partners AASBO s Alliance Partners

5 FEES, DISCOUNTS, REGISTRATION AND HOTEL INFORMATION CONFERENCE REGISTRATION FEES: Through Tuesday, January 15, 2013 $90 for members and $105 for non-members. After January 15, 2013 $100 for members and $115 for non-members. Registration fee includes continental breakfast, refreshments, lunch and conference materials. Seating is limited due to room capacity. Register early to ensure availability. JOINT CONFERENCE DISCOUNT FOR VENDOR-BUYER AND WINTER CONFERENCE: The Vendor-Buyer Conference and the Winter Conference on Audit and Compliance are being offered back to back at the same location. The Vendor-Buyer Conference is Tuesday, January 29, 2013 and the Winter Conference is Wednesday, January 30, Both are to be held at the Mesa Hilton East Phoenix Conference Center in Mesa, AZ. AASBO would like to offer a 10% discount on each registration ONLINE REGISTRATION: (PREFERRED) Registration is available online both to members and non-members at Non-members: If you would like to attend this conference, but do not wish to become a member, please go to and click on the Join Now link at the top. Then, select the Non-Member option. This will take you through the steps to register with our website. This will enable you to register for any event we have, but will not give you access to the members only pages. Once you have registered with our website, please log-in and follow the steps below in the Members instructions. Members: Go to and log-in. For login and password assistance, please call the AASBO office at or danderson@aasbo.org. Click on the Quick Link for Event Schedule & Registration. The conference will be listed on this calendar, in chronological order. CANCELLATION POLICY: Cancellations will be accepted up to five (5) business days prior to the day of the conference, with refunds being issued minus a $25 processing fee. CANCELLATIONS MUST BE SUBMITTED VIA TO: danderson@aasbo.org or asanchez@aasbo.org OR FAXED TO NO SHOWS will be charged the full conference registration fee, there will be NO REFUNDS FOR NO SHOWS. HOTEL INFORMATION: AASBO has arranged for a special rate of $129/ night at the Mesa Hilton Phoenix East on Monday, January 28, Tuesday, January 29 and Wednesday, January 30, For reservations at please visit call the hotel directly at 480/ Mention the full name of Arizona Association of School Business Officials and they will honor your discounted room rental. Rooms may also be available for the period of three days prior and three days post conference. Subject to availability. If available, the hotel will honor the discount pricing for this duration.

6 IF YOU ARE UNABLE TO REGISTER ONLINE PLEASE PRINT OR TYPE Name.. Title.. District/Employer.. Address.. City.. State.. Zip Phone.. Fax. BREAKOUT SESSIONS (Choose one for each session, descriptions listed on pg. 2 & 3 of brochure): TRACKS Business Purchasing Federal Issues State Issues BREAKOUT SESSION 1: BREAKOUT SESSION 2: BREAKOUT SESSION 3: BREAKOUT SESSION 4: Questions? Call AASBO: DON T FORGET Register for both the Winter Conference and the Vendor/Buyer Conference and receive 10% off each registration! Simply choose the two conference registration fee option when you register. Please note, paid registration for both conferences is required to obtain this discount.