170 — Finance Pre-Conference
Tuesday, April 25, 2023

8:30 am – 4:30 pm

Location: Ambassador Ballroom

8:30 – 8:35 am

170a – Introduction and Overview

Presenter(s): David R. Martell, MSBO


8:35 – 9:25 am

170b – National Economic Update

Description: As the Federal Reserve nears completion of its most aggressive rate hike cycle on record, we will explore the current state of the economic landscape, interest rate environment, and the potential impact on district finances.

Presenter(s): Kyle Jones, PFM Asset Management LLC


9:25 – 10:10 am

170c – Legislative Update

Description: What happens in Lansing affects your district. One of the top education lobbyists will provide an overview of legislative issues the education community may see this year.

Presenter(s): Christopher Glass, Education Advocates of West Michigan


10:10 – 10:25 am



10:25 – 10:55 am

170d – COVID Relief Funds Monitoring

Description: Get updated on the monitoring efforts for the many funding streams of relief funds available to districts during the pandemic. Understand what issues are being discovered and how you can prepare for your monitoring visit.

Presenter(s): Juan C. Suasto, and Kevin Walters, MDE


10:55 – 11:50 am

170e – Bargaining Threats for 2023

Description: Will Michigan public policy changes impact the way we bargain? What are the hot topics and how are districts reacting to changes on the front lines?

Presenter(s): MaryJo D. Banasik and Timothy T. Gardner, Jr., Thrun Law Firm, P.C.


11:50 am – 12:00 pm



12:00 – 1:00 pm



1:00 – 1:10 pm



1:10 – 2:00 pm

170f – Legal Update

Description: Learn significant legal developments that impact school districts. Hear an overview of state and federal legislation, attorney general opinions, court decisions, as well as other guidance covering a broad range of school law subjects — including finance, employment and labor law, student rights, Freedom of Information Act (FOIA), and Open Meetings Act (OMA).

Presenter(s): Robert A. Dietzel, Thrun Law Firm, P.C.


2:00 – 2:50 pm

170g – Accounting and Auditing Update

Description: Learn about key accounting topics including new audit standards (GASB 96, GASB 101), single audit updates from Compliance Supplement, as well as understanding the implication of sunseting COVID relief grants. Get up-to-speed on other items impacting your FY23 audit.

Presenter(s): Jennifer Chambers and Christopher Geck, Plante Moran


2:50 – 3:05 pm



3:05 – 3:55 pm

170h – ESSER Funding Progress Report

Description: Learn the latest about the Elementary and Secondary School Emergency Relief Fund (ESSER) funding streams and your responsibilities for recording and reporting activity.  System changes, amendments, budgets and final expenditure reports will be discussed!

Presenter(s): Kevin Walters, MDE


3:55 – 4:25 pm

170i – School Aid Budget Status

Description: Understand the details concerning the School Aid Fund and general fund budget priorities. Learn about the major differences between the Governor’s budget and those of the House and Senate. Get the information you need to prepare your district for the home stretch on budget preparation for 2023-24.

Presenter(s): Beth Bullion, State Budget Office


4:25 – 4:30 pm

170j – Wrap up

Presenter(s): David R. Martell, MSBO


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