Colorado Association Of

School Business Officials

62ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET

“Celebrating Over 60 Years of Excellence in

Leadership Development”

62nd ANNUAL CASBO CONFERENCE & EXHIBITS

April 22 - 24, 2015

Omni Interlocken Hotel 500 Interlocken Boulevard

Broomfield, Colorado Program Agenda and Registration Information Enclosed

Registration Open to April 22, 2015

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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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62nd Annual CASBO Conference & Exhibits

Omni Interlocken Hotel April 22 - 24, 2015

“Celebrating Over 60 Years of Excellence in

Leadership Development”

PROGRAM AGENDA

Wednesday, April 22, 2015 Health Care Reform: Considerations for the Business Manager …………………. 8:30 A.M. – 11:30 A.M.

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

Presented by: Raelene Walker and Che Yi, American Fidelity Administrative Services

Description: During this three hour session we will explore Health Care Reform topics and issues as they relate

to the decision-making process of business managers. We will review the different stages of Health Care

Reform preparation, including education, administration and strategic considerations. The presentation will also

help session participants assess and organize key compliance activities of their organizations, proactively

identify emerging issues and create their own actions plans to utilize on an ongoing basis.

Determine where your organization is in terms of Health Care Reform preparation…….Identify methods for

staying abreast of new developments and proactively identifying emerging issues that could affect the

organization……….. Create an action plan for organizing key compliance activities.

Registration………………………………………………………………………………11:30 A.M.– 5:00 P.M.

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

2015 Colorado Legislative Update

Presented by: Bruce Caughey of the Colorado Association of School Executives

Description: Bruce will give us an update on the 2015 Legislative Session, the political

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

Refreshment Break .…………………………………………………..…….…………… 1:30 P.M. - 1:45 P.M.

Value Based Purchasing in HEALTHCARE …………………..………..….………… 1:45 P.M. – 3:45 P.M.

Presented by: Robert J. Smith, MBA,

Colorado Business Group on Health

Description: This session is designed to provide CFOs and Purchasing Directors/Agents with a

solid understanding of why and how to be proactive purchasers of – and not simply payers for -

healthcare. Attendees will learn the principles behind value-based purchasing techniques and

will be provided with tools and specifications for purchasing higher value.

Break ……………………………………………………………….….……..………… 3:45 P.M. - 4:00 P.M.

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School Finance Update ………………………………………………………………………… 4:00 P.M. - 5:00 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) 2015 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 23, 2015 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 Bill Sutter

Welcome to all Business disciplines and their Respective Affiliate Groups

Keynote Presentation

"Getting Your Team Collaborating for a

Winning Effort"

Dave Logan, Keynote Speaker

Dave Logan is a former American League Football Player and is currently an on air talent with 850 KOA radio.

Famously known as the "Voice of the Denver Broncos", Dave Logan has enjoyed 25 years as a broadcaster with

KOA and has been the Play by Play voice for 19 seasons with the Denver Broncos. Dave Logan was one of

only three players, along with Dave Winfield and Mickey McCarty, to have been drafted by all three major

sports leagues: the MLB, the NFL, and the NBA.

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.

2015-101 CSPMA General Membership Meeting

Speaker(s): Frank Martinez, 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.

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..

2015-102 Student October Count and CDE 40 Transportation Funding Audit Process

Speaker(s): Jennifer Okes, Colorado Department of Education

Description: This breakout session will cover the October 1st pupil enrollment count day and

the CDE40 transportation reimbursement submission and the associated documentation

requirements for each. As a newcomer to the process or as veteran, learn about these two

important submissions and relevant updates to the audit process and clarification on required

documentation. Come with your questions and concerns!

2015-103 PERA Audit

Speaker(s): Mary Howard, Auditor PERA

Description: Reporting employee earnings to PERA is vital. PERA has been auditing school

districts more often to find these reporting mishaps. This session will discuss various types of

PERA reporting mistakes, common audit findings and what districts need to watch out for.

2015-104 Colorado School Safety Resource Center: An Overview of Services

Speaker(s): Brad Stiles, Colorado School Safety Resource Center and

Chris Wilderman, Boulder Valley School District

Description: This session will provide an overview of the Colorado School Safety Resource

Center (www.colorado.gov/cssrc). Participants will hear about the no-cost consultation,

training, resources and technical assistance services provided by the CSSRC to school districts,

including Emergency Planning for Schools, Suicide Prevention training, Threat Assessment for

Schools, Bullying Prevention for Schools, the BASICPrep project and many more. Participants

will also hear how these services have helped to make districts safer for students.

2015-105 Nutrition Administrative Review - Gleaning Guidance from Experience

Speaker(s): Jessica Gould, Littleton Public Schools, Linda Stoll, Jefferson County Public Schools

and Monica Deines-Henderson, Falcon School District

Description: Panel of Nutrition Service Directors who have completed an Administrative

Review will share guidance gained through the CDE-OSN Administrative Review process.

Learn about the process of preparing for the review, required documentation and records,

completing the off-site review, and the experience of the on-site review process. What to

expect if a financial review is indicated

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

Recognition of Past Presidents and Directors

Annual Business Meeting

Election of 2015-16 CASBO Board

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

2015-201 Mandated Door Hardware Code Changes and their Significant Financial Impact.

Speaker(s): Rob Geislinger - Colorado Department of Public Safety

Description: Recent school active shooter incidents have identified an existing conflict

between building codes and fire codes. Recent code changes are enforcing fire code over

building code and will require most school districts to upgrade door hardware at significant

expense. Come and hear straight from the state Department of Public Safety what the new

requirements are and get all your questions answered. The current date of compliance is 2018

and there are no grandfather allowances.

2015-202 CDE – Grants Fiscal Management

Speaker(s): David Sneiderman, Colorado Department of Education

Description: This important and popular session will cover many facets of the government

grant management process. Listen and learn from CDE staff as to recent updates and

changes to assist in managing grants within your district.

2015-203 Why Have a Wellness Program and the Effects of the ACA

Speaker(s): Patrick Trotter, CEO of Trotter Wellness Ltd

Description: Description: Founded in 2003, Trotter Wellness Ltd. is a recognized leader in

delivering comprehensive health risk management programs and services to assist organizations

and individuals with improving their health and productivity. Learn how a wellness program

can impact your costs of doing business and how a program can have a drastic effect on your

employee’s productivity and overall quality of life.

2015-204 Rural Caucus

Speaker(s): Paula Stephenson, Executive Director

Description: What is the Rural Caucus? Come listen and learn about how Colorado rural

school districts can and do work together through advocacy efforts and collective voices for

issues and concerns affecting rural school districts. Whether funding issues, legislative

changes or educational changes, learn how the Rural Caucus can support and aid in the work of

rural districts.

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2015-205 Strategical Risk Management - An Ounce of Prevention

Speaker(s): Glenn Gustafson, CPA, Deputy Superintendent/CFO, Colorado Springs D-11 S.D.

Description: This session will discuss various types of insurance and risk strategies that can

help your District provide the best possible protection from unwelcome surprises.

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. Have You Reviewed Your Coverage Lately?

Presented by: Colorado School Districts Self-Insurance Pool Risk Programs and Risk Control Staff

2. Portfolio Management and Investing Public Funds

Presented by: Neil Waud, COLOTRUST

3. Business Opportunities for School Districts

Presented by: David Allen, Horace Mann

4. Crisis Response and Emergency Preparedness?

Presented by: Scott Hair, SchoolDude.com

5. Child Nutrition Programs in Colorado Schools

Presented by: Randy Waugaman, Chartwells School Dining Services

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6. Feel like a MASH unit keeping up with your Safety Training Requirements?

Presented by: Tom Strasburger, PublicSchoolWORKS

7. Benefits of Cooperative Purchasing: How US Communities Can Save You Money and Time!

Presented by: Rob Fiorilli, Program Manager, U.S. Communities.

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

7:00 P.M. – 10:00 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 24, 2015 Registration & Buffet Breakfast …………………….…….…..………..… 7:45 A.M. – 8:30 A.M.

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

by Adams 50 School District

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

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

“The Importance of Nonverbal Communication”

Jan Hargrave, Keynote Speaker

The Secret Language of Success: Understand acceptable and unacceptable cultural body language.

Understand how to appear confident, when nervous and recognize the hidden power of your

handshake. Identify gender communication differences between men and women.

Learn how to tell if someone is lying to you and to develop articulate/positive body language during

presentations. Explore sensitivities in various cultures. Turn a job interview into a job by

recognizing positive body language signals and identify power plays for successful self-selling.

Special Presentation …………...…………………….…………….. 10:30 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.

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

2015-301 Playground Equipment and Surfacing Safety and Inspection

Speaker(s): Mariam Hootstein, Recreation Plus LTD

Description: This session will inform facility managers of inspection and safety

guidelines to prevent injuries on school grounds.

2015-302 Successful Leadership Through the Effective Delegation of Work

Speaker(s): David Hart, Senior Vice President, Public Finance, D.A. Davidson

Description: You’re so busy managing your day-to-day, you don’t have time for

strategic planning or for policy work, right? Wrong! If you want something done,

you got to do it yourself, right? Wrong again! In order to distinguish yourself as an

effective manager and a successful leader, you must become a skilled practitioner in

the art of delegation. Recognizing various levels of delegation – from assigning

ministerial tasks to granting full project independence – is among the aspects of this

important managerial practice that are to be discussed during this session. Be

prepared to join in the discussion about what constitutes authentic delegation and

how one becomes a skilled practitioner.

2015-303 Enterprise Risk Assessment – a practical approach to mapping and

understanding the risks facing your organization

Speaker(s): Kevin Sear, Paragon Audit & Consulting Inc. and Shelley Becker, Adams 12

Five Star Schools

Description: Enterprise risk assessment is a systematic process for identifying and

evaluating events that could affect the achievement of objectives, positively or

negatively. Such events can be identified in the external environment and within an

organization’s internal environment. When these events intersect with an

organization’s objectives—or can be predicted to do so—they become risks. Risk is

therefore defined as “the possibility that an event will occur and adversely affect the

achievement of objectives”. The enterprise risk assessment process is designed to

help identify and quantify the existing risks.

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2015-304 Parent Teacher Organizations – what every school official should know (and

it’s more than you think!)

Speaker(s): Anton Dworak, Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC.

Description: Parent Teacher Organizations (PTO’s) can generate tens of thousands

if not hundreds of thousands of dollars for schools and school districts, not including

countless volunteer hours given for school activities. Unless school districts take an

active role in encouraging and monitoring PTO’s, problems can arise that may cause

liability and PR issues for the districts. This seminar will give tips on how to create

and foster healthy PTO’s and give you the tools on training the PTO boards and

officers. The seminar will describe how a PTO is formed properly, liability issues,

sales tax issues, the relationship between district policies and PTO activities,

internal control tips, and compliance forms..

2015-305 GASB 68

Speaker(s): Wendy Swanhorst, Swanhorst & Company, LLC

Description: Every district is required to complete audited financials each fiscal year. Effective

July 1, 2015 GASB 68 goes into effect. This session will help you understand the

issues, how to report and answer questions on this change in reporting.

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

Moderator: Cristal Swain, 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 2015 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 62nd Annual CASBO Conference & Exhibits

Omni Interlocken Hotel April 22th - April 24th, 2015

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) 2015 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

Health Care Reform: Considerations for the Business Manager (Wednesday morning) Registration is required……… Includes a Box Lunch if registered for conference ………………… If not registered for the Conference……….…

$ 25.00

$ 75.00

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 $119 (Standard Room) per night (other rooms/rates available). Room blocks and special rates under CASBO will be held until April 1, 2015 -you must refer to the “CASBO Group” when making your reservations.

REGISTRATION DEADLINE: April 22, 2015

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 April 8, 2015.

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

4627 W 225th Way

Westminster, Colorado 80031

Cancellation Policy: Full refund if cancellation is received prior to April 8, 2015. Sorry, no refunds will be given after April 8th

Colorado Association of School Business Officials

c/o Bert E. Huszcza

4627 West 105th

Way

Westminster, CO 80031

62ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET

“Celebrating Over 60 Years of Excellence in

Leadership Development”

62nd ANNUAL CONFERENCE

April 22-24, 2015

Program Agenda and Registration Information Enclosed

Register by April 22, 2015

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15