Colorado Association Of

School Business Officials

61ST

ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET

“Celebrating Over 60 Years of Excellence in

Leadership Development”

61

st ANNUAL CASBO CONFERENCE & EXHIBITS

April 16 - 18, 2014

Omni Interlocken Hotel 500 Interlocken Boulevard

Broomfield, Colorado Program Agenda and Registration Information Enclosed

Registration Open to April 16, 2014

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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.

or Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service.

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61st Annual CASBO Conference & Exhibits

Omni Interlocken Hotel April 16 - 18, 2014

“Celebrating Over 60 Years of Excellence in

Leadership Development”

PROGRAM AGENDA

Wednesday, April 16, 2014 Skills Refresher for ASBO’s SFO® Certification Exam ……………………………. 8:30 A.M. - 12:30 P.M.

(Free to all conferences attendees – registration is required and lunch will be provided)

Presented by: Karin Slater, SFO, Chief Financial Officer, Montrose County School District RE-1J

and Dan Huenneke, SFO, Director of Budget, Cherry Creek Schools

Description: Join us for a half-day seminar focused on helping you prepare for ASBO International’s SFO®

Certification Exam. Review the job competencies assessed by the exam. Discover strategies and resources to

help you prepare for the exam. Learn more about the value of SFO certification to you, to the entities served by

SFO certificants, and to the school business profession overall. Participate in a discussion that explores two

questions: What’s in it for me and my career? What’s my next step toward SFO certification?

Upon completion of this Skills Refresher course you will receive a coupon that waives the $150 SFO

Application fee. You will also learn about future scholarship stipends that will lessen your financial burden

when taking the two required examinations.

Registration………………………………………………………………………………12:00 P.M. – 5:00 P.M.

Super Session ………………………….……….…….…………...…..…….…….…… 12:30 P.M. – 1: 45 P.M.

2014 Colorado Legislative Update

Presented by: Jane Urschel of the Colorado Association of School Boards and

Bruce Caughey of the Colorado Association of School Executives

Description: Jane and Bruce will give us an update on the 2014 Legislative Session, the School

Finance Act funding and changes in the wind and much, much more.

Refreshment Break .…………………………………………………..…….…………… 1:45 P.M. - 2:00 P.M.

Disaster Preparedness/Recovery …………………..…………….………..….………… 2:00 P.M. – 3:30 P.M.

Presented by: The Boulder County, Weld County and the City of Longmont Emergency

Managers and Stacy Davis; Security and Emergency Manager, St. Vrain Valley School District

Description: How do you prepare for a disaster, how that preparedness helps with your

recovery efforts, how participating entities coordinate efforts, and lessons that were learned.

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

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School Finance Update ………………………………………………………………………… 3:45 P.M. - 4:45 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 ……………………………………..…………..………..….…… 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 conversation and refreshments in a relaxing atmosphere.

Hors d’oeuvres and Refreshments provided by CASBO

Prize Drawing at 5:45 PM

One (1) 2014 Fall Conference Registration (must be present to win)

Dinner on your own …………………………………….…..………….……...….…… 6:00 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) ………………….………….....….…… 6:00 P.M. – 7:30 P.M.

Vendor Hospitality Functions …………………………………………......……….…. 7:30 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

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“Celebrating Over 60 Years of Excellence in

Leadership Development”

PROGRAM AGENDA

Thursday, April 17, 2014 Registration & Continental Breakfast ……………………...…………..….……..…… 7:30 A.M. – 8:30 A.M.

First General Session …………………….…..……..………..……………….…………. 8:30 A.M.– 9:45 A.M.

Opening remarks by CASBO President Mark Wilsey

Welcome to all Business disciplines and their Respective Affiliate Groups

Keynote Presentation

"Overcoming Obstacles" Reggie Rivers, Keynote Speaker

Everyone knows how to ‘set’ goals, but most of us haven’t been taught how to ‘achieve’ those goals. Many

people will eventually figure out some strategy that they can use to achieve their goals, but many others won’t.

Wouldn’t it be nice to learn some basic strategies about achievement that professional athletes have learned

from coaches or from sports psychologist or from their own experience?

If your goal is to get an “A” in a class, to exceed your sales targets at work, to earn a promotion, to start a

business, to lose weight, to raise happy and healthy children, to complete a degree, to win a championship or to

do anything else that requires ambition, stamina and motivation over a long period of time, you need to learn the

strategies that pro athletes use to achieve peak performance.

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

..

1. Negotiation Strategies: How to Manage Contracts and Other Business Relationships

Presented by: Dan Satriana, University of Northern Colorado General Counsel

Description: The initial conversations that you have with vendors and service providers set the

tone for any business relationship that follows. Learn how to begin those discussions in a

manner that will maximize successful partnerships and minimize miscommunications and

disappointments.

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2. The Three P’s of Grants – Process, Processing and Procedures

Presented by: David Schneiderman, Supervisor, Office of Grants Fiscal, Colorado Department

of Education.

Description: State and federal grant processing can be a complex set of rules and requirements.

Come learn about time and effort reporting, processing grant budget revisions, and how to make

the process work for you and your district.

3. Transportation, Safety & Discipline

Presented by: Mary Camarillo and Tina Guzzo, Adams County School District 50

Description: Managing behavior on school buses is important. Transportation for students is an

extension of the classroom and should have good processes and policies in place to control what

is happening on the school bus. School Districts need to develop programs that help manage

student behavior. At this session you will learn how one school District has developed a

program to do just that.

4. CSPMA General Membership Meeting

Presented by: Matt Throop, CSPMA President

Description: General round table discussion on issues concerning operations and facilities, to

include maintenance, sites, energy, sustainability, construction, and custodial issues.

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

Recognition of Past Presidents and Directors

Annual Business Meeting

Election of 2014-15 CASBO Board

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

1. SDS Training, Requirements and Changes

Presented by: Matt Throop, CSPMA President

Description: The MSDS system has been significantly changed in the past few months with

new training requirements for supervisors and users. Attend this presentation to learn the

requirements and ways to modify your existing program to meet the new regulations.

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2. Changes in Pension Reporting: GASB 67 & 68

Presented by: Paul Niedermuller, Partner, CliftonLarsonAllen

Description: As the implementation of GASB 67 & 68 gets closer, school districts need to

begin preparing for implementing these changes that will make fundamental changes to

the way pension liabilities are reported. This session will cover the changes that will be

required and how to communicate with financial statement users.

3. CDE Nutrition

Presented by Jane Brand and Lyza Shaw, Office of School Nutrition, Colorado Department of

Education:

Description: The CDE-5, Food Service Fund Report, has been recently restructured to be a

more effective tool. Come join this session to explore the new enhancements this report offers

and provide CDE feedback on other ways to further improve this tool! School nutrition updates

that will have a financial impact on school districts will also be discussed.

4. Workplace Violence Prevention: The Big Picture

Presented by: Ellen Sarvey, Pinnacol Assurance

Description: Recent school shooting tragedies are only a piece of the workplace violence

puzzle. They represent a fraction of the violence that occurs in schools every day – from

bullying to the spillover of domestic violence. This interactive session will cover the scope of

the workplace violence problem, the warning signs to watch for, and the prevention strategies

you need to know. You will also review resources and policies specific to schools, and gain

tools to strengthen your violence prevention program.

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

Goldmine Sessions ………….…………………….……………………………….…... 3:15 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. Understanding Insurance Terminology

Presented by: Eric Jacobson, Risk Services Manager,

Colorado School District Self-Insurance Pool

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2. Business Opportunities for School Districts

Presented by: David Allen, Horace Mann

3. Benchmarking, Key Performance Indicators and You:

What Are You Doing and How Do You Measure Up?

Presented by: Scott Hair, SchoolDude.com

4. ObamaCare Requirements

Presented by: Susan Weed, American Fidelity

5. Healthcare Related Issues

Presented by: Jon Lindstrom, Wells Fargo Insurance Services

6. Investments

Presented by: Neil Waud, COLOTRUST

7. TBD

Presented by: Theo Sandberg, RevTrak, Inc.

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

CASINO NIGHT and ENTERTAINMENT …………………………..…………..… 6:30 P.M. – 9:30 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

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“Celebrating Over 60 Years of Excellence in

Leadership Development”

PROGRAM AGENDA

Friday, April 18, 2014 Registration & Buffet Breakfast …………………….…….…..………..… 7:45 A.M. – 8:30 A.M.

Second General Session ……………………….……….……………….… 8:30 A.M. – 10:15 A.M. Opening remarks by CASBO Vice-President Bill Sutter

Student Performance by Adams 12 Five Star School District

Installation of CASBO Board Oath of Office by 2013 ASBO President, Ron McCulley

Student Scholarship Presentation Sponsored by COLOTRUST

Service to the Profession Award Sponsored by American Fidelity Assurance

Keynote Presentation

“Beyond Time Management:

How to Get Twice the Work Done in Half the Time!”

Ron Rosenberg, Keynote Speaker

There’s simply more to do each day than you can possibly accomplish. But

what if you could double your productivity? Whether you work in a large

district, manage an organization or business unit, or operate “on a

shoestring,” you’ll learn seven proven strategies to help you focus on what

you do best and learn how to eliminate, automate and outsource everything else.

Special Presentation …………...…………………….…………….. 10:15 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.

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

1. Fire and Life Safety Regulation Changes/Annual Inspections

Presented by: Matt Throop, CSPMA President

Description: Learn about the latest changes and proposed changes that could affect

your schools. Annual inspections will also be discussed with an overview of

common deficiencies, strategies for ensuring good relationships with inspectors, and

strategies for getting school administrators involved.

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2. Manage, Maintain and Maximize Your Special Education Maintenance of Effort

Requirements

Presented by: David Schneiderman, Supervisor, Office of Grants Fiscal, Colorado

Department of Education.

Description: How can districts manage the escalating costs of special education,

especially in the face of sequestration and limited funding increases - what is legal,

what is the grey area, and what should you absolutely avoid? Participate in an

interactive discussion to address what challenges you have experienced and what you

can do going forward

3. What Supervisors Should Know when Managing Employees

Presented by: Barbara L. Wyngarden, Esq., Employment Law Services

Description: Employees are frequently referred to as an organizations greatest asset.

However if not properly supervised and managed they can turn into a tremendous

liability. What are the top areas that you should be aware of when working with

employees? What can you do to protect both yourself and your organization from

liability? Attend this session and learn more about current hot topics in legally

supervising employees.

4. Creating a Risk Management Culture.

Presented by: Tiffany Kallevik, Colorado League of Charter Schools and Gary

Clark, Hub International

Description: Developing a culture of risk management can help educational

institutions better protect employees and students, avoid legal action and reduce

insurance claims and cost. Many organizations struggle in developing strong risk

management practices due to limited resources or leadership focus. This session will

discuss the importance of having a risk management platform and thoughts on how to

better develop and maintain a culture of risk awareness.

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

Moderator: Cyndi Wright, 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 2014 Fall Conference 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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COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 61st Annual CASBO Conference & Exhibits

Omni Interlocken Hotel April 16th - April 18th, 2014

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 $ 295.00 $ 370.00

ASSOCIATE MEMBERSHIP (For Businesses & Vendors only) 2014 MEMBERSHIP DUES (required to attend conference) Conference Registration Fee …………………….…………….

Total

$ 150.00 $ 360.00 $ 510.00

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

ASBO’s SFO Skills Refresher Course) (Wednesday morning) Registration is required……… Includes a Box Lunch (if registered for conference)………………………………… If not registered for the Conference…………………………………………

FREE

$ 100.00

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 Omni Interlocken Resort on line at www.ColoradoASBO.org or by calling the Hotel directly at 1-800-400-1700 or 303-438-6600. Attendees, Exhibitors and Sponsors will receive a special rate of $115 (Standard Room) per night (other rooms/rates available). Room blocks and special rates under CASBO will be held until March 25, 2014 -you must refer to the “CASBO Group” when making your reservations.

REGISTRATION DEADLINE: April 16, 2014

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 28, 2014.

Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director

4627 W 165th Way

Westminster, Colorado 80031

Cancellation Policy: Full refund if cancellation is received prior to March 28, 2014. Sorry, no refunds will be given after March 28th

Colorado Association of School Business Officials

c/o Bert E. Huszcza

4627 West 105th

Way

Westminster, CO 80031

61ST ANNUAL CASBO CONFERENCE & EXHIBITS

MEMBER INFORMATION PACKET

“Celebrating Over 60 Years of Excellence in

Leadership Development”

61st ANNUAL CONFERENCE

April 16-18, 2014

Program Agenda and Registration Information Enclosed

Register by April 16, 2014

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15