150 — New Business Manager Pre-Conference
Event Page

Tuesday, April 26, 2022
8:30 am – 4:30 pm

ROOM: Emerald A-B

8:30 – 8:45 am

150a – Overview and Know Your Role

Presenter(s): Robert K. Dwan, MSBO and Timothy A. Raymer, BMA Facilitator


8:45 – 9:45 am

150b – ORS for Beginners

What is the Michigan Office of Retirement Services (ORS)? Learn the basics of Michigan Public School Employees’ Retirement System (MPSERS) plans and how to help new employees through the retirement selection process. Understand the basics of biweekly processing reconciliation and the reports involved with payroll.

Presenter(s): Bobby Hoppes and Josefina E. McCloud, Michigan Department of Technology, Management & Budget (DTMB)


9:45 – 10:15 am

150c – Pupil Accounting 101

How does pupil accounting impact finance? How important is it? Learn about Schools of Choice, Section 105c, and other issues pertaining to residency. Understand the formulas for pupil accounting and how they impact the district’s budget.

Presenter(s): Carrie Haubenstricker, Genesee ISD and Nicole Snyder, Calhoun ISD


10:15 – 10:30 am



10:30 – 11:45 am

150d – A Year in the Life of a Business Official: From Budget Hearings to Election Deadlines

Understand the law behind the critical tasks and deadlines that business officials confront each year. Understand the legal and practical perspectives of the annual cycles.

Presenter(s): Ryan J. Nicholson, Thrun Law Firm, P.C. and Brian D. Olszewski, East Jordan Public Schools


11:45 am – 12:00 am



12:00 – 1:00 pm



1:00 – 1:15 pm



1:15 – 2:15 pm

150e – Federal Grant Procedures

New to grants? Learn the basics of grants management and key management procedures. Understand the role of the finance office concerning compliance requirements and related internal controls.

Presenter(s): Eric V. Formberg, Retired Partner Plante Moran, PLLC and Kevin Taratuta, Clawson Public Schools


2:15 – 2:45 pm

150f – Banking and Investing for the New Business Manager

Learn about the current school code regulating investments, cash flow analysis and investing. Understand the importance of developing a district investment strategy and policy.

Presenter(s): Michael Barry, MILAF+/PFM Asset Management, LLC


2:45 – 3:00 pm



3:00 – 4:00 pm

150g – Benefit Basics for New Business Managers

Learn the “need to know” items related to establishing and managing an efficient benefit program. Understand how to identify common causes of cost inefficiencies.

Presenter(s): Mike Hagerty and Chadd Hodkinson, Gallagher and Stephanie Weese, Livingston ESA


4:00 – 4:30 pm

150h – State Aid Status Report

Understand the monthly state aid status report and the annual state aid cycles. Identify and understand the different variables and how to perform a monthly reconciliation. Learn when to expect certain changes and how to evaluate prior year adjustments. MDE state aid update reports will also be discussed.

Presenter(s): Philip Boone, MDE

  • Handouts will be provided.

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