Colorado Association Of

School Business Officials

65TH ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET

“Leading Forward”

65th ANNUAL CASBO CONFERENCE & EXHIBITS

April 4 - 6, 2018

Westminster Westin Hotel

Westminster, Colorado Program Agenda and Registration Information

Registration Open to April 6, 2018

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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.

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65th Annual CASBO Conference & Exhibits “Leading Forward”

PROGRAM AGENDA Wednesday, April 4, 2018 Board Meeting …………………………………………………….……….…………… 8:30 A.M. – 9:15 A.M.

Registration………………………………………………………..………….…….……9:30 A.M. – 5:00 P.M.

All Preconference Workshops/Seminars: (Reduced fee to all conference attendees – registration is required and lunch will be provided)

Seminars 1. Uniform Grant Guidance ………………………………………….……………. 10:00 A.M. – 12:00 Noon

Presented by: Cheryl Wallace and Jennifer Ulrich, RubinBrown LLP

Description: Uniform Grant Guidance - Take 2: Lessons Learned and Pragmatic Solutions. This in-

depth session will cover common single audit findings and best practices to ensure that your

federal grants are in full compliance with the new Uniform Grant Guidance including

procurement thresholds and regulations.

2. Thinking Outside the Grid - Restructuring a Compensation System …..….…. 12:30 P.M. – 2:30 P.M.

Presented by: Dr. Tina Mueh, President, Boulder Valley Education Association; Shelly Landgraf, HR

Consultant; Bill Sutter, SFO, CFO, Boulder Valley School District and Shae Martinez,

SFO, CFO, Mapleton Public Schools

Description: Developing or changing a staff compensation system is a complex and challenging

undertaking. This session will explore the effort within the Boulder Valley School District and

Mapleton Public Schools to rework and improve their compensation systems. The presentation

and panel discussion will provide for audience interaction and deliberation of structures,

theories, philosophical direction and implementation of a compensation system.

Workshop 3. Forecast5 Tools……..……………………………………………….……………. 10:00 A.M. – 2:30 P.M.

Presented by: Eric Smith, Strategic Partnerships Director, Forecast5 Analytics

Description: If you are looking for a tool to forecast out your budget, look at history data all in one

location, look at transportation information or even compare district information this session is

for you. Forecast5 Analytics provides powerful data analytic and collaboration tools to help

school district leaders drive strategic and financial decisions with better information. By

utilizing this proprietary Business Intelligence software, schools spend time analyzing rather

than trying to find data. The Forecast5 platform includes interactive visuals and the opportunity

to perform collaborative analytics. Local governments are quickly gaining meaningful insights

across several disciplines of financial management including budgeting, compensation, staffing

and strategic planning.

Lunch (for Seminar and Workshop attendees) .………………………..…….……… 12:00 P.M. - 12:30 P.M.

Break .……………………………………………………….………..…….…………… 2:30 P.M. - 2:45 P.M.

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Annual Conference Commences:

CSPMA General Membership Meeting …………………………………..…….….…. 2:45 P.M. – 5:00 P.M.

Speaker(s): Karri Burgess, 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.

2018 Colorado Legislative Update ………………….…………...…...……....….…… 2:45 P.M. – 3:30 P.M.

Dr. Lisa Escárcega, Executive Director, Colorado Association of School Executives

Lisa will give us an update on the 2018 Legislative Session, the political landscape for

public education, education reform efforts and much, much more.

Refreshment Break .…………………………………………………..………………… 3:30 P.M. - 3:45 P.M.

School Finance Update ……………………..……………………..…..……...………… 3:45 P.M. – 4:45 P.M.

Jennifer Okes, Executive Director of School Finance,

Colorado Department of Education

Hear an update on Colorado School Finance and how it affects the Colorado

Department of Education and School Districts.

A Question and Answer session will follow.

Welcome Reception ……………………………………..…………..………..….…… 5:00 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 casual conversation in a relaxing atmosphere.

Hors d’oeuvres and Refreshments provided by Colorado ASBO

Vendor Hospitality Functions …………………………………………......……….…. 6:00 P.M. – 10:00 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 will up tempo it for dancing if

you are so inclined!

This year’s theme is ”Leading Forward”. Design your booth on how you think your business will look

in the future. Be creative of how your booth is set up, decorated and even have some futuristic games

some CASBO Members may play. Members will be voting for the vendor booth that is the most

innovative, creative and showing their Leading Forward vision. The winner will be the recipient of the

Vendor Cup and will be announced at the Friday morning General Session with an opportunity to do a

quick plug about your company

Please plan on joining us and our special sponsors for an evening of fun!

Sponsored by: American Fidelity Assurance,

COLOTRUST, SchoolDude and Virco

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“Leading Forward”

PROGRAM AGENDA

Thursday, April 5, 2018 Registration & Breakfast ……………………...………………..……….….……..…… 7:30 A.M. – 8:15 A.M.

First General Session …………………….…..……..………..…………….....…...……. 8:15 A.M. – 9:45 A.M.

Opening remarks by CASBO President Sandra Nees

Welcome to all Business disciplines and their Respective Affiliate Groups

National Anthem by Kayla Hruby, Broomfield High School

Welcome from the Colorado Commissioner of Education ………….. Katy Anthes, Ph.D.

Keynote Presentation

“ Leadership ”

Maja Kazazic, Keynote Speaker

With an indomitable spirit and the real-world strategies that both captivate audiences and give how-to

solutions they need to create lasting, positive change in their lives Keynote Speaker Maja Kazazic is

unforgettable. She delivers her message – YOUR message – with the right blend of humor, insight,

courage, and relatability that will have your audience members raising their hands, and mindsets saying,

“I can do that!”

LEADERSHIP: Mastering Big Picture Vision and Everyday Momentum. In today’s world leaders often

feel they have to be all things to all people. They have to have the 30,000 foot scope of the

organization’s goals AND the skills to steer their teams to success in the day-to-day.

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.

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Breakout Sessions ………………………………..…………………………………... 11:15 A.M. – 12:30 P.M.

2018-101 Colorado Department of Education discipline updates

Speaker(s): Jennifer Okes, Brehan Riley, David Schneiderman, Aaron Oberg, Andy Stine, Colorado

Department of Education

Description: The Colorado Department of Education will be giving updates in several different

disciplines. This session will be a panel presentation/discussion in the areas of school finance,

nutrition, grants, audit, and capital construction. The session will continue into a second

breakout that will be for questions and answers relating to any of the topics discussed.

..

2018-102 Another Day, Another Data Breach. How to Minimize Impact from Data Loss.

Speaker(s): Matt Langford, Chief Information Security Officer, University of Northern Colorado

Description: Your personal data is in the hands of malicious organizations. Your school district

has and will continue to give its credentials away to attackers. Your passwords are

compromised. Let’s discuss what we can do to minimize damage in world of constant data

breaches and compromises.

2018-103 Designing Buildings for Challenging Environments.

Speaker(s): Brian Calhoun, RTA Architects

Description: See what was involved in designing the new Summit House on the summit of Pikes

Peak and learn about things to consider when designing buildings in challenging environments

and how these considerations will help the design of school facilities.

. . .

2018-104 Improving Process Results through Cross-Functional Teams.

Speaker(s): Peter Hilts and Brett Ridgway, Falcon School District 49

Description: Hear how Falcon School District 49 utilizes Aligned Partner Expert (APEX)

teams to clarify accountability and responsibility while improving overall results from

both regular and project initiatives

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.. . . .

2018-105 How to Maximize Success in Business Negotiations

Speaker(s): Dan Satriana, Vice President and General Counsel, University of Northern Colorado

Description: Contract negotiations for goods or services, documenting arrangements with

incoming or outgoing employees, and other business relationships can be complex.

This session will explore the best strategies to navigate potential pitfalls.

Member/Vendor Luncheon ………………………………….…….…....…...………… 12:30 P.M. - 1:30 P.M.

Recognition of Past Presidents and Directors

Annual Business Meeting

Election of 2018-2019 CASBO Board

Breakout Sessions ……………………………………………….……………......……... 1:45 P.M. - 3:00 P.M.

2018-201 Why should I care whether someone is an Employee or an Independent contractor?

Speaker(s): Dan Satriana, Vice President and General Counsel, University of Northern Colorado

Description: To answer that question, we will examine the legal and practical differences

between the two and potential liability for misclassifying one as the other.

2018-202 Colorado Department of Education discipline updates continued.

Speaker(s): Jennifer Okes, Brehan Riley, David Schneiderman, Aaron Oberg, Andy Stine, Colorado

Department of Education

Description: This session is a continued discussion with the Colorado Department of

Education. The session will be a question and answer with several of staff members that

would include several different disciplines in the areas of school finance, nutrition,

grants, audit, and capital construction. So if you have any questions that you would like

to ask CDE staff attend this session.

.

2018-203 Do Your Procurement Practices Meet the Regulations for Federal Programs?

Speaker(s): Megan Johnson, Colorado Department of Education, and Jodi Cates, Managing Director,

BKD, LLP

Description: Federal funds come with specific procurement regulations. Do your school

district practices and procedures meet Federal regulations (2 CFR 200)? Learn about

expectations and documentation from a panel of CDE program specialists and school

district auditors.

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.. .

2018-204 Coordinating Charter Issues into the District’s Work.

Speaker(s): Colorado Association of Charter School Authorizers members and charter partners.

Description: The Colorado Association of Charter School Authorizers (CACSA) is a

membership organization that brings together the people in School Districts and the

Charter School Institute (CSI) who oversee charter schools. These authorizing staff

often serve as a liaison to the charter schools in the district, as well as coordinating with

all their colleagues in the district. In this session, CACSA members will discuss how

the CSI and Colorado districts work to better integrate their charter-focused work with

all the other administrative functions of the district, while still meeting the needs of

charter schools and local families. Topics include performance management and

contracting, state and federal grant monitoring, as well as how to involve charter

schools in district planning.

2018-205 Testing for Lead in Drinking Water.

Speaker(s): Patrick Pfaltzgraff, Colorado Department of Health

Description: Learn what the requirements are for public schools to test for lead in drinking

water, what programs are available to assist, and what the future may entail.

Break ………………………………………….……………………………….………... 3:00 P.M. – 3:15 P.M.

Best Practices Sessions………….…………………….…….…………….………..…... 3:15 P.M. – 4: 30 P.M.

2018-301 Grab Bag of Employment, School Safety & Operational Best Practices.

Speaker(s): CSDSIP Risk Control Staff

Description: This session will highlight best practices that schools can use to reduce their loss

exposure in areas that we are seeing high claim severity and high claim frequency. This

includes best practices for employment such as hiring, firing and employment related

issues, for school safety such as utilizing of the threat assessment model developed on

the Colorado Schools Safety Resource Center’s guide, creating a culture of awareness

in the school community and facility safety surveys as well as operational best practices

such as who is signing your contracts and how are they reviewed?

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2018-302 Creating an Investment Plan.

Speaker(s): Joe Carroll, CTP, Vice President Investment Advisory Services, Public Trust Advisors

Description: Having an investment policy is an essential component to every district’s financial

health. But what good is a policy if you don’t have a plan? In this session we will

explore the different factors that go into creating an investment plan that will fit your

district’s objectives and goals.

2018-303 Structuring Benefits for the Realities of Today's Healthcare.

Speaker(s): Raelene Walker, Account Development Coordinator, American Fidelity Assurance

Description: With the rising costs of medical plans, employers are looking for cost-effective

strategies to round out their employees’ benefits packages. During this session, hear

ideas to help employees combat out-of-pocket medical expenses while also providing

more options to address life stage benefits needs.

2018-304 Forecast5 –Overview of How School Districts are Using These Analytics.

Speaker(s): Kari Albright, Budget Director, Boulder Valley School District, Kristen Colonell, COO,

Sheridan School District, Jen Gonzalez, Budget Analyst, Adams 12 Five Star Schools, Sandra

Nees - CFO, Westminster Public Schools and Eric Smith, Strategic Partnerships Director,

Forecast5 Analytics

Description: Overview of How School Districts are Using These Analytics. If you are looking

for a tool to forecast out your budget, look at history data all in one location, look at

transportation information or even compare district information this session is for you.

Forecast5 Analytics provides powerful data analytic and collaboration tools to help

school district leaders drive strategic and financial decisions with better information. By

utilizing this proprietary Business Intelligence software, schools spend time analyzing

rather than trying to find data.

2018-305 Wellness & Safety Management: Bridging the gap to improve employee health, safety and

your bottom line.

Speaker(s): Teresa L. Pacelle, AIC, CIC, National Insurance Risk Consultant and Kelly Fritz, Health

and Productivity Consult, USI Insurance

Description: Healthcare plans and workers’ compensation programs represent significant cost and

uncertainty for employers and employees alike. Recent studies show that the key drivers of

cost within these plans are becoming increasingly correlated. Learn how our unique

integrated approach to wellness and safety management allows you to optimize your health

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plan and workers’ compensation programs to maximize the return on your investment. Please

join us in discussing the value of bridging the gap between population health management,

safety and risk. Learn how co-morbid and pre-existing conditions within your workforce

impact your costs for workers compensation programs and your health plan. We will explore

the methods to assess, measure and execute an integrated approach.

Vendor Exhibits– Exhibit Hall ……………………..……….……..………………….. 4:30 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

Past President’s Reception (by Invitation Only) ………………….…………..…..…… 6:00 P.M. – 7:30 P.M.

“Leading Forward”

CASINO NIGHT and ENTERTAINMENT

7:00 P.M. – 10:00 P.M.

Come join us for an 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 USI Insurance

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“Leading Forward”

PROGRAM AGENDA

Friday, April 6, 2018 Registration & Breakfast ……………………….……………..…….…..… 7:45 A.M. – 8:30 A.M.

Student Performance ………………………...….…………………….….… 8:15 A.M. – 8:45 A.M.

Second General Session ……………………….…..…………………….… 8:45 A.M. – 10:30 A.M. Opening remarks by CASBO Vice-President Sandy Mutchler

Installation of CASBO Board Oath of Office

Student Scholarship Presentation Sponsored by COLOTRUST

Service to the Profession Award Sponsored by American Fidelity Assurance

Vendor of the Year Award Selected by CASBO Membership Votes

Keynote Presentation

"Finding the Funny in Change"

Jan McInnis, Keynote Speaker

Whether it’s going green or the myriad of new rules that govern the industry, we are constantly

reacting to a new playing field. From reform to the new industry rules and regulations that are being

developed, professionals are routinely having to reassess and re-evaluate their practices.

And all of this change causes fear, tension and miscommunications!

Jan combines her hilarious comedy with PRACTICAL tips on dealing with change through using

humor. Jan will show you how to:

• diffuse tension instantly,

• kick off tough conversations

• facilitate communications

all by using humor that you, yourself can do. And she’ll also give you the latest research between

laughter and health – yes they’re actually studying this stuff! Customized for your event and industry

this keynote will have attendees walk away laughing AND learning as they discover the steps they

can take to conquer, and even embrace, change.

PERA Update ………………………………………..………..………… 10:30 A.M. – 11:00 A.M.

Speaker(s): Ron Baker, Interim Executive Director, Colorado PERA.

Break ……………………………….…………….…………….………... 11:00 A.M. – 11:15 A.M.

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Breakout Sessions …………………………………..……….…………… 11:15 A.M. – 12:30 P.M.

2018-401 Creating Successful District-Charter Working Relationships.

Speaker(s): Kim Hurt, Business Manager, Frontier Academy and Brian Lemos, Weld

County District 6 Liaison

Description: In 2018, Colorado celebrates 25 years of charter school law and its

national position as a leader in innovative K-12 public education. The

landscape in our state provides parents and students with an abundance of

school choice options. For school administrative leaders, these choices often

translate into increased complexity across school operations. Creating

practices that grant autonomy but also integrate process standardization

empower business officers, in both districts and charters, to be more balanced

partners in advancing students’ success. Join this session to see helpful

practices already being used effectively. The discussion will also provide

insight into charter school trends in Colorado.

2018-402 School Finance Project Update.

Speaker(s): Tracie Rainey, Executive Director, School Finance Project and Justin

Silverstein, CEO, APA Consulting

Description: The financial landscape for public schools in Colorado is confusing,

unstable and multifaceted. Join us for this session where we will explore the

current legislative landscape and concepts of school finance models that take

into account various components impacting school finance, including Low

Income, English Language Learners, Special Education, Adequacy, Equity,

Local Overrides and Categorical Programs, as well as the methods of

counting students and funding the model.

.. ..

2018-403 Staying Power: Keys to Improve Employee Retention.

Speaker(s): Shawn E. Smith, Transportation Director, Aurora Public Schools

Description: Why do some school district employees stay with the job for 20 plus

years and others last for only a few months?

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2018-404 Talking to Your Direct Reports About Performance: Tools for Supervision.

Speaker(s): Ranelle Lang, Chris Schor, and Dona Kitto, Mapleton Public Schools

Description Conversations with employees about their performance can be

uncomfortable. If an employee is doing well, how can we help them get

better? If an employee is struggling, how can we get them on track? This

session will give you tools and processes to focus your supervision on

employee learning and growth. The discussion will address employees across

the spectrum, from the "high-flyers" to the strugglers.

2018-405 Arbitrage Compliance.

Speaker(s): Doug Pahnke, CPA President for Arbitrage Compliance Specialists, Inc.

Description: In this session, we will be discussing arbitrage, arbitrage rebates and

audits. The session will discuss 2018 IRS changes, how to know if you have

an arbitrage rebate to be claimed and general questions you may have about

arbitrage in general.

Town Meeting with the CASBO Board …………………………….….….. 12:30 P.M. – 1:00 P.M.

Moderator: Terry Davis, CASBO Board

An informal meeting to answer questions and gather input for future conferences. Tell us what you

liked, what you didn’t like, what you would like to see, and find out how you can become involved.

A light lunch will be provided

Two attendees will receive a free registration to the 2018 Fall Conference in Vail, Colorado

by a raffle drawing at the conclusion of this session (must be present to win).

CASBO Conference Adjourned ……………………….………….………….… 1:00 P.M.

Questions? Please email Bert Huszcza at ColoradoASBO@msn.com

CASBO 4627 W. 105th Way, Westminster, CO 80031 (720) 427-6560 (phone)

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Notes

Questions? Please email Bert Huszcza at ColoradoASBO@msn.com

CASBO 4627 W. 105th Way, Westminster, CO 80031 (720) 427-6560 (phone)

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COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 65th Annual CASBO Conference & Exhibits

Westminster Westin Hotel April 4 - 6, 2018

CONFERENCE REGISTRATION is on line only, please go to:

www.ColoradoASBO.org

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

$ 75.00 $ 310.00 $ 385.00

ASSOCIATE MEMBERSHIP (For Businesses & Vendors only) 2018 MEMBERSHIP DUES (required to attend conference) Conference Registration Fee …………………….…………….

Total

$ 150.00 $ 430.00 $ 580.00

GUEST REGISTRATION(s) (includes all meals and social functions) Guest cannot be eligible for CASBO membership ………………. (please select meal choice(s) on line)

$ 60.00

PRE- CONFERENCE: (Wednesday morning) Separate Registration is required………………….… Includes a Box Lunch IF Registered for conference Active Members: Attending 1 or 2 Seminar(s) ….each Active Members: Attending the Workshop IF Not Registered for the Conference Active Members Attending 1 or 2 Seminar(s) …..each Attending the Workshop Associate Members Attending 1 or 2 Seminar(s) …each Attending the Workshop

$ 40.00 $ 80.00

$ 50.00 $ 100.00

$ 100.00 $ 200.00

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 Westminster Westin on line at

www.ColoradoASBO.org or by calling the Hotel directly at 1-888-627-8448 or 303-410-5000.

Attendees, Exhibitors and Sponsors will receive a special rate of $149 (Standard Room) per night (other rooms/rates available). Room blocks and special rates under CASBO will be held until March 29, 2018 -you must refer to the “CASBO Room Block” when making your reservations.

REGISTRATION DEADLINE: April 6, 2018 Registration is on line only, please go to: www.ColoradoASBO.org

We accept credit cards, p-cards or checks

If paying by check; Print and Mail your On-Line Registration form and check by March 21, 2018.

Return/Payable to: Colorado ASBO Attn: Bert Huszcza, Executive Director

4627 W 105th Way

Westminster, Colorado 80031

Cancellation Policy: Full refund less a $50 Administrative fee if cancellation is received prior to March 21, 2018.

No refunds will be given after March 21st

Colorado Association of School Business Officials

c/o Bert E. Huszcza

4627 West 105th

Way

Westminster, CO 80031

Or Current Occupant

65TH ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET

“Leading Forward”

65th ANNUAL CONFERENCE

April 4-6, 2018

Program Agenda and Registration Information Enclosed

Register by April 4, 2018

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15