colorado association school business officials … · check out page 2 for a list of lodging...
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Colorado Association of
School Business Officials
18TH ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET
“Navigating the Times”
18th ANNUAL FALL CONFERENCE
September 4-6, 2013 Keystone Lodge
Keystone, Colorado
(800)248-0437
Program Agenda and Registration Information Enclosed
Register by September 4, 2013
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CASBO 18th Annual Fall Conference
September 4-6, 2013
Keystone Lodge
Keystone, Colorado
HOTEL INFORMATION
Keystone Lodge Keystone, Colorado
(800) 248-0437 www.keystoneconferences.com
Use the CASBO Conference Group code of
CK2SB3 for these discounted rates
Room Rates (based on availability): Conference Village -Keystone Lodge (Headquarters Hotel) (Bedding Varies, Sitting Area, Private Bath)
$135.00
Conference Village - Studio (One Queen Bed, One Pull-out Sofa, Mini Kitchen, Spa Tub)
$125.00
Conference Village 1 Bedroom Condominium (One Queen Bed, One Pull-out Sofa, Complete Kitchen, Fireplace)
$130.00
Conference Village 2 Bedroom Condominium (One Queen Bed, One Pull-out Sofa, Two Queen Beds in Second Bedroom, Complete Kitchen, Fireplace)
$170.00
Inn at Keystone- (Shuttle to Conference Village , Bedding Varies, Sitting Area, Private Bath)
$99.00
Room reservations need to be made directly with Keystone Resort. Ask for Reservations, and refer to the CASBO Conference. Special Room Rates are good until room block is full or August 5th deadline date. Must present your District’s tax- exempt certificate at time of checkout and pay by District check for sales tax exemption. These room rates will be extended from Monday, September 2 thru Sunday September 8.
Make your reservations TODAY—they will fill up fast!
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TO: CASBO Membership
FROM: Mark Wilsey, 2013 CASBO President,
Bert Huszcza, CASBO Executive Director
& the CASBO Board of Directors
DATE: June 1, 2013
SUBJECT: 18th Annual CASBO Fall Conference
CASBO will be holding its 18th
Annual Fall Conference at the Keystone Lodge, September 4-6, 2013. The
activities will begin on Wednesday September 4th with the “Welcome Hospitality Receptions” by our
“Prestigious Partners” where you can interact with our active and associate membership in a casual setting.
The value of the 18th Annual CASBO Fall Conference can’t be beat! This conference has 10.5 hours of
direct professional development in sessions targeted at improving your effectiveness within your job, as well as
numerous opportunities to network with your peers from across the state who are dealing with the same fiscal
and operational challenges. Be a hero and discover a great new idea from another CASBO member to bring
back to your district that saves money, improves a process or adds a needed service to your organization.
School District budgets are tight yet professional learning opportunities are important now more than
ever. Consider the following ideas to help bring down the costs:
Book at the Inn or Share a room. The hotel rates in 2013 are the same as in 2008! You’ll be so busy
attending sessions, breakouts, and social activities that you’ll hardly be in your room anyway! You
could stay at the affordable Inn at Keystone. Cut hotel costs even further by sharing a room or sharing
a Two Bedroom Condominium with colleagues who are also attending the Conference. Check out
page 2 for a list of lodging options
Need to attend to district matters? Free wireless is available in the hotel rooms at the Keystone
Lodge.
Be creative on possible funding sources. Consider possible sponsors within your District or vendors.
Use the Park-n-Ride and Carpool to Keystone. There are many locations to meet and share a ride
with your colleagues. If you live in the Denver metro area, you can also drive up for the day and save
on lodging costs.
To register for the 18th Annual Fall Conference, just complete the registration form on line.
Sincerely,
Mark Bert Mark Wilsey Bert Huszcza
CASBO President CASBO Executive Director
THANK YOU FOR SUPPORTING CASBO!
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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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Fall Conference
September 4-6, 2013
Keystone, Colorado
“Navigating the Times”
WEDNESDAY, September 4, 2013
4:00 pm – 5:00 pm ……………………..………………………………… CASBO Board Meeting
4:00 pm – 6:00 pm ………………………….……………………….………… Early Registration
Keystone Lodge Foyer
6:00 pm – 11:00 pm…………………………………………..…..……. Vendor’s Welcome Reception
Sponsored by American Fidelity, COLOTRUST, SchoolDude and Virco.
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THURSDAY, September 5, 2013
8:00 am – 8:30 am……………………………………….…...…. Registration and Breakfast Burrito
8:30 am – 9:45 am ……………………………………………………………..…... General Session
Mark Wilsey, CASBO 2013 President presiding
“Cloud Computing”
Presented by: Ryan Rose, Director of Information Technology,
University of Northern Colorado
Cloud computing is so named because the
information being accessed is found in the
"clouds", and does not require a user to be in a
specific place to gain access to it. School
Districts may find that cloud computing allows
them to reduce the cost of information
management, since they are not required to
own their own servers and can use capacity
leased from third parties. Additionally, the
cloud-like structure allows companies to
upgrade software more quickly.
10:00 am - 11:15 am…………………………………………….. Breakout Sessions (Choose One)
2013-401 CDE 1 - What's New in School Finance?
Moderator: Bill Sutter, CASBO Board
Speaker(s): Leanne Emm, Assistant Commissioner, Colorado Department of Education
Description: Leanne will report on 2013 Legislation and what she is hearing about potential
2014 bills, as well as current election issues. There will be updates on current economic
forecasts, reporting requirements and news from CDE.
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2013-402 How to stay out of the “weed”(s) and navigate the quagmire of Amendment 64
Moderator: Cristal Swain, CASBO Board
Speaker(s): Dan Satriana, Vice President and General Counsel for the University of Northern Colorado
Description: Amendment 64 has raised a myriad of questions about discipline and discharge of
employees who use marijuana. Understand the issues and charge a course that will provide a
cohesive policy relating to marijuana use by your employees.
2013-403 Motivating Employees
Moderator: Brennan Mendus, CASBO Board
Speaker(s): John Kirke, President of IMA Benefits
Description: Effectively managing and working with employees across a cross generational
work force.
2013-404 CSPMA Membership Meeting
Moderator: Mark Wilsey, CASBO Board
Speaker(s): Jim Willis, CSPMA President
Description: A general membership meeting of the Colorado State Plant Managers
Association.
11:30 am – 12:45 pm…………………………………..……………………………………….. Lunch
Buffet Luncheon:
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1:00 pm – 2:15 pm. …………………………………………….…….. Breakout Sessions (Choose One)
2013-501 CDE 2 - Getting your data through Data Pipeline
Moderator: Doug Moss, CASBO Board
Speaker(s): Adam Williams, Public School Finance Unit, Colorado Department of Education
Description: Submitting Financial December data via Data Pipeline remains a periodic
collection – there is a set window of time to submit financial data, just like ADE. Data is run
through two levels of edits, with the end goal being data submitted which matches the annual
independent audit. Discussion will include a PowerPoint which discusses the similarities and
differences between Pipeline and ADE. A Financial December file will be submitted via
Pipeline – we will look at edit errors in Pipeline, where financial reports are found, how to
address edits, how to “Roll Up” data at the District level, how to “Append” data, and how data
is ultimately approved by the District.
2013-502 School Nutrition Options
Moderator: Mark Wilsey, CASBO Board
Speaker(s): Victoria Treski, Child Nutrition Program Lead and Bobbie Jo Tucker, Breakfast
Associate, Hunger Free Colorado.
Description: Learn about providing free dinner, and after school snacks, to students and
exciting options for breakfast programs, that can promote increased student success in your
schools
2013-503 Disaster recovery and continuity of operations. Are you prepared?
Moderator: Brennan Mendus, CASBO Board
Speaker(s): Chris Wilderman, Director, Operations, Security & Environmental Services, Boulder
Valley School District; Bill Sutter, Executive Director, Budget and Supply Chain Management,
Boulder Valley School District; Mike Chard, Boulder County Emergency Manager and Dan Barber,
Boulder Office of Emergency Management
Description: Developing disaster recovery and continuity of operations plans can be a daunting
task. Come learn about one district's efforts to put plans in place, learn the wide variety of terms
and concepts associated with recovery and continuity plans, and discover the resources federal,
state and local resources that are available to school districts.
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…
2013-504 Student Based Budgeting
Moderator: Sandra McClure, CASBO Board
Speaker(s): Shelley Becker, CFO, Adams 12 Five Star School District
Description: Looking for ways to increase accountability and communication to schools
through local budgets? Tired of hearing the repetitive comments such as “district
office/administration controls the spending.” Come listen to what student-based budgeting is,
how this process transpired, the effects of SBB and lessons learned.
2:15 pm – 2:30 pm ……………………………………..……….……….……………………... Break
2:30 pm – 3:45 pm ………………………………………….…......... Breakout Sessions (Choose One)
2013-601 CDE 3 - Federal, State and Local Grants - What You Need to Know.
Moderator: Bill Sutter, CASBO Board
Speaker(s): David Schneiderman, Office of Grants Fiscal, Colorado Department of Education.
Description: Information regarding Federal Formula Funded Allocations such as NCLB and
IDEA will be given out during this session. This will include budgeting and fiscal reporting
requirements that surround Federal and State Grants. Also included will be a basic
demonstration on how the State is migrating its grants towards an online Grant Management
System. Support and technical assistance will be available to grantees in relation to all Federal
and State Grants
2013-602 Defending Unemployment Compensation Claims: Strategies for Successful Outcomes
Moderator: Cristal Swain, CASBO Board
Speaker(s): Dan Satriana, Vice President and General Counsel for the University of Northern Colorado
Description: Unemployment compensation claims are often given insufficient attention by
employers, who are then disappointed when they are required to pay unemployment benefits to
former employees who are arguably not entitled to benefits. This session examines how to
prepare your defense of unemployment claims, when to defend and when not to do so and other
strategic uses of the unemployment claims process.
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2013-603 CDE 4 - Understanding USDA foods and how they can save your district money
Moderator: Shelley Becker, CASBO Board
Speaker(s): Lena Wilson, Colorado Department of Human Services, Food Distribution Program
Description: This session will provide an overview of the different options available to utilize
USDA entitlement dollars allocated to districts. Department of Defense (DoD) Fresh Fruit &
Vegetables program participation as well as other value pass through methods will be discussed.
2013-604 Improving Building Security
Moderator: Mark Wilsey, CASBO Board
Speaker(s): Jim Willis, PE, Manager District Support Maintenance, Jeffco Public Schools
Description: Participate in an informative round table discussion on possible ways to improve
the physical security in school buildings. The discussion will focus on strategies districts have
successfully used to improve security in a fiscally sound way
3:45 pm – 5:00 pm ………………………………………….…......... Breakout Sessions (Choose One
2013-701 CDE 4 - Healthy, Hunger-Free Kids Act 2013/2014 Update
Moderator: Bill Sutter, CASBO Board
Speaker(s): Jane Brand, RD, SNS, Director, and Lyza Shaw, MS, Fiscal and Review Manager, Office
of School Nutrition, Colorado Department of Education
Description: This class will review the Healthy, Hunger-Free Kids Act requirements that will
be implemented in the 2013/2014 school year, including the new administrative review process
and school breakfast changes.
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2013-702 The Economic Benefits of Charter Schools in District Facilities
Moderator: Jean Houston, CASBO Board
Speaker(s): TBD
Description: A presentation of the present day issues facing charter schools
2013-703 Using online services to meet federal and state health and safety regulations
Moderator: Brennan Mendus, CASBO Board
Speaker(s): Chad Schoolcraft, Sales Manager, Public SchoolWorks and Cyndi Wright, Sheridan School
District
Description: Districts are dealing with reduced work forces, higher parent involvement and
more legislation every single year that are putting more demands on school employees. School
districts, like businesses, are seeking new technology to streamline their workloads as they try
to keep up with these demands. Come join a group discussion on risk reduction ideas from an
expert in School Risk Technology. The presenter will speak about how online programs are
eliminating time and effort on administrators while putting money back in the classroom.
2013-704 Contract language do’s and don’ts
Moderator: Sandra McClure, CASBO Board
Speaker(s): Matt Ratterman, Semple, Farrington and Everall, P.C
Description: Come learn about the do’s and don’ts on contract writing. This session will
provide an overview of what you should know before writing or signing a contract.
Understanding the obligations and implications can resolve legal issues before it becomes an
issue for your school district.
5:00 pm – 7:00 pm ……………………………………………………………… Dinner on Your Own
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7:00 pm – 10:00 pm …………………………………….……….….….… Thursday Evening Fun Night
Prizes, Refreshments, Fun and Festivities!!
Master of Ceremonies: Brennan Mendus, CASBO Board Director
Don’t miss this evening’s activities...
…the schedule of events:
WHERE: In the ADVENTURE CENTER at the KEYSTONE RESORT WHEN: 7:00 to 10:00 PM
Sponsored by
Wells Fargo Insurance Services &
Glatfelter Public Practice
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FRIDAY, SEPTEMBER 6, 2013 8:15 am – 9:45 am …………………………………………………………..……….………… Registration
8:15 am – 9:00 am …………………………………………………...………...…….. Full Breakfast Buffet
9:00 am – 10:30 am …………………………………………………..….………….…….. General Session
Bill Sutter, CASBO Vice President presiding
“Professional Ethics:
A 'Preventive Maintenance' Approach”
Presented by: Christopher Bauer
This won’t be a review of the ethics code, case studies, or case law! Instead, it will be a unique program
designed to help assure that you and your entire organization are able to more easily “walk the talk” of great
ethics. This often-humorous program will show us ethics risks we never even knew we had and what can be
done right now to make sure those risks don’t turn into costly ethical and legal problems on the job.
Ethics and fun aren’t words you normally hear in the same sentence. However, Dr. Christopher Bauer has
been making professional ethics both straightforward and fun for international audiences for more than 25
years. He will present ethics differently than you have probably ever experienced them before. The tone will
be conversational and the ideas immediately applicable. You will leave with easy, practical ideas and tools
to reduce your risk for ethics difficulties while simultaneously reducing the risk of your colleagues,
coworkers and entire organizations
10:45 am – 12:00 pm ………………………….……….………………… Breakout Sessions (Choose One)
2013-801 Health Care Reform Update
Moderator: Jean Houston, CASBO Board
Speaker(s): Cheryl Harding, Wells Fargo Insurance Services
Description: Find out what the latest nuances are to the Affordable Care Act and what you
should be doing to prepare for the 2014 mandates.
201-802 Busing – To Charge or Not Charge is the Question
Moderator: Brennan Mendus, CASBO Board
Speaker(s): Cindy Hardin, Director of Transportation, Academy School District; Dave Anderson,
Director of Transportation, Adams 12 and Paul Balon, Director of Transportation, Douglas County
School District.
Description: A panel discussion on implementing busing fees – where to start, what they have
learned, the pitfalls to avoid and would they do it again.
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201-803 Effective financial communications-building community awareness
Moderator: Bill Sutter, CASBO Board
Speaker(s): Shelley Becker, Adams 12 Five Star School District
Description: Where does the money come from, and where does it go? This may sound
simple, but the complex mix of funding and accountability for Colorado public K-12 education
requires a thorough, transparent and honest dialogue with all stakeholders to ensure your
community has a trusting and open relationship with regards to your district’s financial matters.
Learn how to develop both internal and external communication channels to develop that
balance between too much and too little information to take your district to the next level of
community support.
2013-804 Building Usages – Best Practices
Moderator: Mark Wilsey, CASBO Board
Speaker(s): Jim Willis, PE, Manager District Support Maintenance, Jeffco Public Schools
Description: Are you optimizing returns on your building usage? Participate in a round table
discussion on best practices for building usage and ways to maximize your returns while
minimizing your headaches.
12:00 noon –1:30 pm……………………………………..……………………...………… Goldmine Sessions
Moderator: Cyndi Wright, CASBO Board
Six mini topics will be offered in the Goldmine Sessions. Four 20 minute presentations will be made of
each mini topic enabling attendees to choose up to four different topics in these rotations.
The mini topics are:
1. Simple Choices For A Healthy Weight – Jean Houston, Academy School District
2. Resources and Navigating the CASBO Website – Bert Huszcza, Executive Director,
Colorado ASBO
3. Advancing Your Career With SFO Certification: Adding Value, Increasing Potential –
Bill Sutter, Boulder Valley School District
4. Developing and becoming involved with a CASBO Regional Chapter group –Sandra
McClure, Adams 50 School District
5. Membership – Doug Moss, East Otero School District
6. Decreasing Pests and Pest Management Costs in Colorado Schools Deborah Young,
CSU
Light refreshments and snacks will be available. Two attendees will receive a free registration to the
2014 Spring Conference. These complimentary registrations will be given away by a raffle drawing at
the conclusion of this session (must be present to win).
1:30 pm………………………………………………………………….……………… Conference Adjourned
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COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
18th Annual Fall Conference
Keystone Lodge
Keystone, Colorado
September 4-6, 2013
CONFERENCE REGISTRATION PRICING
CONFERENCE REGISTRATION: Includes Thursday morning breakfast, Thursday luncheon, Thursday Evening Fun Night,
Friday full buffet breakfast, breaks, and admittance to all conference sessions
ACTIVE MEMBERS (School Districts) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$285 $380 $ 60
ASSOCIATE MEMBERS (Business/Vendors) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$350 $490 $120
REGISTRATION DEADLINE: September 4, 2013
Registration is only on line, please go to: www.ColoradoASBO.org
We accept credit cards, p-cards, purchase orders or checks
If paying by check; Print your On-Line Registration Form and Mail with payment by September 1, 2013
Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director
4626 W 104th Way
Westminster, Colorado 80031
Cancellation Policy: Full refund if cancellation is received prior to September 1, 2013
Sorry, no refunds will be given after September 1, 2013
NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO
PERMIT NO. 15