2021 Annual Conference Sessions

Live Breakout Sessions

Wednesday, 4/21/2021 10:30 – 11:30 am

1 — Understanding Cleaning and Disinfecting: Ensuring Safe Spaces

In today’s environment, it is more important than ever to understand how to clean and disinfect and what these terms mean. We know it is essential to clean for health, but we don’t always have the right processes and proper materials to do the job correctly. Learn how to effectively disinfect by using the proper chemicals and processes.

Presenter(s): Glen Huizenga and Mary LaGuire, Nichols and Ed Stasiak, KSS Enterprises


Wednesday, 4/21/2021 10:30 – 11:30 am

11 — Understanding and Preparing for Your Annual Audit

Understand how to effectively prepare for a successful fiscal audit, including strategies to communicate the final results to your stakeholders. Learn your role as a new business manager.

Presenter(s): Jason R. Helsen, Muskegon Area ISD and Michael Gruennert and Marc R. Sawyers, Hungerford Nichols CPAs + Advisors


Wednesday, 4/21/2021 10:30 – 11:30 am

69 — Working in a COVID-19 World

Review anti-discrimination and personnel leave laws, and changes to the law due to the pandemic. Prepare employees and students for a return to school.

Presenter(s): Ashley N. Higginson, Miller Canfield


Wednesday, 4/21/2021 10:30 – 11:30 am


Get a rundown of the federal funding packages including acceptable use, eligibility, reporting and compliance. Learn about current and future grants to cover the COVID-related costs including allowable expenditures, reporting requirements, and proper accounting.

Presenter(s): Christopher May and Kevin Walters, MDE


Wednesday, 4/21/2021 10:30 – 11:30 am

92 — Performance Evaluations: Giving and Receiving Constructive Feedback for Non-Instructional Staff

Learn to strengthen your ability to develop others around you by giving constructive feedback. Understand how and when to provide appropriate feedback to maximize professional and personal growth. Learn how to create meaningful and insightful evaluations, and how to develop appropriate goal setting processes and procedures.

Presenter(s): Sherrie Blankenship and Steve Piesko, Maner Costerisan


Wednesday, 4/21/2021 10:30 – 11:30 am

119 — Payroll Processing and Legal Compliance

Get a deeper dive on how your procedures for payroll processing intersect with legal compliance. Understand reporting, recordkeeping, tracking, timing, leave, and overtime rules and determination of employee vs. independent contractor.

Presenter(s): Michele Buckley, Kalamazoo RESA and Piotr Matusiak, Thrun Law Firm, P.C.


Wednesday, 4/21/2021 10:30 – 11:30 am

130 — Fundamentals of Purchasing Policies and Procedures

Understand various purchasing laws and regulations, as well as good policies and procedures, and some that “need improvement.” Get the nitty-gritty information you need to make sure your district is protected and operating according to best practices. Having the proper framework for purchasing can save your district money and save embarrassment if there is a problem!

Presenter(s): Dana L. Abrahams and Jeremy S. Motz, Clark Hill PLC


Wednesday, 4/21/2021 1:00 – 2:00 pm

13 — Accounting and Auditing Update

Get an overview of the recent and upcoming changes in accounting standards and audit requirements relevant to your district, including GASB impacts and more.

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


Wednesday, 4/21/2021 1:00 – 2:00 pm

14 — Legislative Update

What’s happening in Lansing affects your district. Learn how the current legislative session is going in Lansing and what legislation could impact your district.

Presenter(s): Peter Spadafore, MASA


Wednesday, 4/21/2021 1:00 – 2:00 pm

15 — MDE Potpourri

MDE state aid and school finance representatives will provide information on the latest issues facing the school business official from the department’s perspective. Learn about new governmental accounting standards, FID changes, and the latest on state aid.

Presenter(s): Philip Boone, Christopher May and Chad Urchike, MDE


Wednesday, 4/21/2021 1:00 – 2:00 pm

70 — Explicit and Implicit  Memories on Leadership Style and Behavior

Those we lead come to the work setting with their own baggage. They bring suitcase after suitcase of memories that hold them back.  Learn how to unpack explicit and implicit memories and how they can both hurt and help productivity from our staff and ourselves.  You will leave with tools that help you understand how to turn inward memories into forward progress.

Presenter(s): David J. Hulings, Hulings and Associates, L.L.C.


Wednesday, 4/21/2021 1:00 – 2:00 pm

93 — Employee Leave and Compensation: Get It Right or Pay the Price

Making a mistake, even an unintentional or seemingly harmless one, relative to administering Family Medical Leave Act (FMLA) or failing to appropriately record hours and compensate employees under the Fair Labor Standards Act (FLSA) can be very costly in terms of both money and lost productivity. COVID-19 has added new considerations to this already complex area. Understand how to implement proactive steps, including the review of board policies, collective bargaining agreements, and individual contracts to ensure that these issues are handled correctly from the start and will give clarify how COVID has (and has not) affected your FMLA and FLSA determinations.

Presenter(s): Katerina M. Vujea, Thrun Law Firm, P.C.


Wednesday, 4/21/2021 1:00 – 2:00 pm

106 — Board and Superintendent Communication

What do board members really want? Learn tips on how to communicate with your superintendent and board of education. Demonstrate leadership within your district by understanding communication styles better.

Presenter(s): Timothy A. Raymer, Emeritus


Wednesday, 4/21/2021 1:00 – 2:00 pm

125 — Proper Pupil Accounting for Special Education Students

Special Education students require additional documentation to count them for pupil accounting purposes. Learn techniques to establish a well-documented process to ensure all full-time equivalents (FTEs) are accounted for properly.

Presenter(s): Carrie Haubenstricker, Genesee ISD


Wednesday, 4/21/2021 1:00 – 2:00 pm

136 — Tech Story Telling by the Campfire

Share what has been keeping you up at night — a hardware or software issue, implementation issue, or just plain overload? Facilitators will help guide discussions so you can walk away with ideas and resources toward solutions.

Presenter(s): Fred Sharpsteen, Mecosta-Osceola ISD and Richard Webb, Fremont Public Schools


Wednesday, 4/21/2021 2:30 – 2:45 pm

176 — HSAs: Top 3 Difficult FAQs

Hear the top three questions from business managers on Health Savings Accounts that require a more detailed response than a quick yes or no. Learn how to handle HSA contributions for someone soon to enroll in Medicare and answer the common question of do we really need to stop contributions six months prior? Join in and learn something new!

Presenter(s): Lisa Stevens, American Fidelity


Wednesday, 4/21/2021 2:30 – 2:45 PM

186 — Cybersecurity for Schools: Today’s Threats and Mitigations

Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for organizations to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybersecurity threats and techniques and gain actionable insights on how to safeguard your school.

Presenter(s): Jessica R. Dore, Rehmann


Wednesday, 4/21/2021 2:30 – 3:00 pm

157 — Dude Solutions at Work

Tour Dude Solutions’ software for tracking work and asset management, event management, and energy management. MSBO’s partnership provides significant discounts for Michigan school districts.

Presenter(s): Nick Budde, Mary Nettleton and Simone Noz, Dude Solutions


Wednesday, 4/21/2021 2:30 – 3:00 pm

158 — Online Payment Solutions

Cash handling and collection is one of the biggest risk areas in your district. Learn how to eliminate most of your cash collections through the use of a simple online system that you control. 24/7 payments will give your community access to transact on their schedule.

Presenter(s): Gino Caponi, PaySchools


Wednesday, 4/21/2021 2:30 – 3:00 pm

177 — Investing in Infrastructure: Three Things to Set Your District Up for Long-Term Success

The recent federal stimulus package provides significant COVID-related aid for public schools. Districts are finding themselves with more discretionary funds than they’ve had access to in years! Learn about investment areas for the most long-term value and how investing in infrastructure, including facility improvements, building maintenance, and physical and cyber security systems, can enhance your school’s safety and improve the educational experience for your staff, students and community for years to come.

Presenter(s): Dan Reattoir and Chad Ziesmer, SET SEG


Wednesday, 4/21/2021 2:30 – 3:00 PM

181 — Benefits Market Update and Related Financial Considerations

Get a brief overview of key developments in the benefits arena and how these developments could impact district finances in the future.

Presenter(s): Chadd Hodkinson, Gallagher


Wednesday, 4/21/2021 3:30 – 3:45 PM

182 — Dude, Where’s My Staff?

The pandemic of 2020 carries on into 2021, and one area that has been significantly impacted is the labor market. Anyone trying to hire essential workers during this time has found it to be much more expensive, inconsistent, and difficult. So what do we do? Adapt and Innovate of course! We will look at market trends and strategies for hiring and retention, as well as some heads up on the immediate impact.

Presenter(s): Jason Doncis, GRBS, Inc.


Wednesday, 4/21/2021 3:30 – 3:45 PM

185 — Write Your Own Personalized Retirement Story

Freedom individually tailored. When you feel in control of your financial life, you are able to focus on other aspects of your life – including family, work and your interests – more fully. Retirement Pathfinder, a robust interactive Retirement Income Planning Tool that allows to “write your own retirement story”. With Retirement Pathfinder you can quickly and graphically model retirement scenarios, optimize saving strategies, and identify the impact of varying market conditions on your retirement savings accounts.

Presenter(s): Paul Storm, Valic Financial Advisors


Wednesday, 4/21/2021 3:30 – 4:00 pm

162 — Purchasing in an Online Marketplace

Learn how the largest and most trusted cooperative purchasing organization for public sector procurement can save your district time and money.

Presenter(s): Tom Ford, OMNIA Partners


Wednesday, 4/21/2021 3:30 – 4:00 pm

163 — Michigan Purchasing Card Consortium

MSBO is pleased to make available the Michigan Purchasing Card Consortium led by MSBO, with MASB and MASA as partners, PFM, LLC, and BMO Harris Bank as the provider for our statewide program. The program is open to all school districts, colleges, and universities in the state. Because we are aggregating the “spend” of a large group of schools, the bank offers a rebate. If you are interested in streamlining your payment process, reducing the number of small dollar checks issued, and want to track expenses more efficiently with the potential to earn a cash rebate then please join us to learn more about the p-card program.

Presenter(s): Beth Smith, PFM Financial Services, and Tahsha Mitchell, MILAF+/PFM Financial Asset Management


Wednesday, 4/21/2021 3:30 – 4:00 PM

184 — Maximizing Your Retirement Plan

Hear a comprehensive, high level overview of the retirement challenges your employees face. Get a focused review on the engagement experience, plan design, and provider oversight.

Presenter(s): Joseph Sarnecky, Equitable


Thursday, 4/22/2021 8:30 – 9:30 AM

12 — Preparing for Impacts of COVID-19 on FY 2021 Single Audits

Know what to expect for your FY 2021 single audit including implications the pandemic has had on single audit requirements, including COVID-19 grants (CRF, ESSER, GEER). Understand the impacts of the pandemic on other federal program requirements, Uniform Grant Guidance, and SEFA preparation.

Presenter(s): Christopher May and Kevin Walters, MDE and Holly Stefanski, Plante Moran


Thursday, 4/22/2021 8:30 – 9:30 am

16 — Federal Procedures Manual and Policy Writing

Uniform Grant Guidance (UGG) was implemented several years ago; however, many district’s policies and procedure manuals are still outdated. Learn what you need to include in your updated manuals.

Presenter(s): Kristi Krafft-Bellsky and Jennifer Watkins, Yeo & Yeo CPAs & Business Consultants


Thursday, 4/22/2021 8:30 – 9:30 am

61 — Feeding Kids in a Pandemic World

What does meal service look like in a world of virtual learning and social distancing? School nutrition departments across Michigan have had to “pivot” many times since the pandemic hit to provide food to their students and communities. This has resulted in modifying employee schedules, menus, delivery methods, and more. Learn strategies that have been employed and the financial impact to nutrition programs.

Presenter(s): Caroline Dylewski, Warren Consolidated Schools and Carolyn Thomas, Macomb ISD


Thursday, 4/22/2021 8:30 – 9:30 am

71 — Legal Update

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): Ryan J. Nicholson, Cristina T. Patzelt, and Katherine Wolf Broaddus, Thrun Law Firm, P.C.


Thursday, 4/22/2021 8:30 – 9:30 am

94 — Investigating Student and Workplace Sexual Harassment Claims

It is critical that schools take action to investigate and remediate all sexual harassment claims. Understand applicable state and federal statutes, important state and federal court decisions and, provide guidance on appropriate policies and procedures for addressing these claims. Understand how to conduct internal investigations and reduce the risk of liability.

Presenter(s): Roy H. Henley and Jessica E. McNamara, Thrun Law Firm, P.C.


Thursday, 4/22/2021 8:30 – 9:30 am

107 — 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): Elizabeth Eastway, Wexford-Missaukee ISD and Bobby Hoppes and Josefina E. McCloud, Michigan Department of Technology, Management & Budget (DTMB)


Thursday, 4/22/2021 8:30 – 9:30 am

151 — The Future of Pupil Transportation

The pandemic has changed many aspects of public education. This is also true for pupil transportation operations. Will fewer kids ride buses? Will buses fit as many kids as possible? Will it be more of an on-demand service? Learn what might change and what may stay the same and how will it all effect the structure of a pupil transportation operation.

Presenter(s): Tim Ammon, Decision Support Group


Thursday, 4/22/2021 10:00 – 10:15 AM

183 — 6 Costly Mistakes School Employees Make Regarding Retirement

Richard Williams is President of Williams & Company Financial Services. Rich has worked as a school employee retirement planner for over 32 years. His expertise is in MPSERS benefits and investment planning for retirement. When it comes to mistakes about retirement choices, he has seen them all. Listen to this brief presentation about 6 costly mistakes that school employees make regarding retirement and you may be able to help some of your employees make the right choices, and who knows, it might help you too.

Presenter(s): Richard Williams, Williams & Company


Thursday, 4/22/2021 10:00 – 10:30 am

178 — If You Build It They Will Come

Support your employees physical and mental wellness with a workplace wellness initiative. It is a great way to help your members learn strategies for healthy living, tips that support mental wellness, and build comradery in the workplace. Get creative ideas borrowing from the principles of mindfulness, movement, and nutrition to help you build a workplace wellness initiative for your district in a virtual setting or brick and mortar.

Presenter(s): Rhonda Jones, MESSA


Thursday, 4/22/2021 10:00 – 10:30 am

159 — MSBO/Hiring Solutions

Nothing is more important than confidentiality when you are looking for a new job, and nothing is more important than finding the best all-around candidate to fill a critical school business position. Hiring Solutions LLC finds qualified candidates for districts seeking applicants and provides candidates seeking new opportunities a confidential search process that keeps their credentials in the loop for the latest postings.

Presenter(s): Mark Dobias and Todd Surline, Hiring Solutions LLC


Thursday, 4/22/2021 10:00 – 10:30 am

165 — Advance Your Potential with Wilkes University

MSBO has partnered with Wilkes University to provide another option for members to obtain an advanced degree that focuses specifically on school business administration. Learn how you can earn a degree through this affordable online program.

Presenter(s): Charles Smargiassi, Wilkes University


Thursday, 4/22/2021 10:00 – 10:30 am

166 — Your Guide to Compliance Training through SafeSchools Training by Vector Solutions

SET SEG and MSBO provide a complete guide for compliance training, combining mandated training and education requirements in one booklet. Governing references, training schedules, personnel impacted by requirements, and the SafeSchools resource are all included in this comprehensive guide.

Presenter(s): Jamison Hagerty, SET SEG


Thursday, 4/22/2021 10:00 – 10:30 am

167 — MILAF+

The Michigan School District Liquid Asset Fund Plus (“MILAF+” or the “Fund”) is a comprehensive cash management program created in 1987 by the Michigan Association of School Boards. The Fund was established for the purpose of allowing Michigan public agencies to pool their investment funds to seek the highest possible investment yield, while maintaining liquidity and preserving capital.

Presenter(s): Thomas L. Armstrong, Michael Barry, Tahsha Mitchell, and Brian K. Quinn, MILAF+


Thursday, 4/22/2021 11:00 – 11:15 am

179 — Support & Awareness for the Yellow School Bus

Hear an overview of the important and critical role school buses, and their professional drivers and attendants play, in providing the safest, reliable, and efficient form of transportation, that contribute and promote to a positive learning environment for students throughout Michigan.

Presenter(s): Patrick Dean, Dean Transportation


Thursday, 4/22/2021 11:00 – 11:15 AM

180 — Cybersecurity in the COVID-19 Era

Learn what school leaders need to know about cyberthreats, where data is housed, and the implications to data security when staff, students, and teachers work remotely.

Presenter(s): Furney (Alex) Brown and Matthew Lindner, Plante Moran


Thursday, 4/22/2021 11:00 – 11:30 am

164 — Talent Acquisition/Retention in the COVID Era and Beyond

The coronavirus pandemic has brought about many changes to our work environments. Learn about the major changes the workplace has experienced such as video communications, working from home, and the various methods now used to recruit and retain staff members. Learn about best practices we expect that will more than likely remain a permanent part of our work environments.  We will conduct a real-time survey of participants during the live session and summarize the results at the end of the meeting.

Presenter(s): Mark Dobias, Dione Pena, and Todd Surline, Hiring Solutions LLC


Thursday, 4/22/2021 11:00 – 11:30 am

170 — MSBO Dynamic Budget Projections Software

Projecting your budget can be tricky, but MSBO has you covered! Learn how you can use this simple solution to explain the impact of bargaining, student loss, and revenue changes have on your district’s “bottom-line.”

Presenter(s): Christopher J. Frank, Bay-Arenac ISD


Thursday, 4/22/2021 11:00 – 11:30 am

171 — Michigan Schools Energy Cooperative (MISEC)

MISEC is a cooperative formed by schools for schools. It has helped districts save millions of dollars on their energy purchases.  It also helps districts monitor utility bills for accuracy and assists with other energy supply questions. Most recently, MISEC has developed a program to help districts assess viability of solar installations. Learn more about MISEC and how it can assist your district.

Presenter(s): Jeff Clark, Michigan Schools Energy Cooperative


Thursday, 4/22/2021 11:00 – 11:30 am

172 — Michigan School Finance Mapping: an MSBO Tool and Resource

Learn how to use this easy-to-understand tool to communicate the complexity of Michigan school funding to your stakeholders. This tool was co-developed for you by your peers.

Presenter(s): Daniel Romano, III, Edventures in Learning, Inc.


Thursday, 4/22/2021 1:00 – 2:00 pm

2 — School Security in a Social Distanced World

It is becoming even more challenging in an environment of masks and social distancing to ensure school security. School districts once required minimal entrances to a building. Now students use multiple entrances to encourage social distancing. How does all this change our strategies to keep building occupants safe? Learn how to develop reasonable, effective plans for school building access.

Presenter(s): Jason Russell, SEC


Thursday, 4/22/2021 1:00 – 2:00 pm

17 — Federal Education Update

The School Superintendents Association (AASA), who also work as federal legislative liaisons with ASBO International, will discuss national education issues being considered by Congress and the new administration. Learn what it could mean for schools.

Presenter(s): Noelle Ellerson Ng, AASA, The School Superintendents Association


Thursday, 4/22/2021 1:00 – 2:00 pm

18 — School Aid Budget Status

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 FY 2021-22.

Presenter(s): Beth Bullion, State Budget Office and Samuel Christensen and Jacqueline Mullen, House Fiscal Agency


Thursday, 4/22/2021 1:00 – 2:00 pm

72 — Unconscious Bias: A Quiet Performance Killer

Noise is anything that interferes with the accurate transmission of a message between a sender and a receiver. It can be categorized as internal, external, emotional or cultural; however, unconscious bias is the loudest form of noise because it not only interferes with our ability to build powerful relationships across cultural differences, it leads to bad decisions that impair individual and organizational performance. Learn about unconscious bias and identify the specific ways it can diminish your effectiveness.

Presenter(s): Dr. Tyrone A. Holmes, Ed.D., T.A.H. Performance Consultants, LLC


Thursday, 4/22/2021 1:00 – 2:00 pm

95 — Employee Retirement Plan Questions: What You Need to Know

Understand Michigan 401(k) and 457 Plans, Pension Plus, Pension Plus 2, and defined contribution retirement plans. Hot topics such as the ability to transfer funds into plans, when employees can access funds, and the latest information will be provided.

Presenter(s): Heidi Schiller, Voya Financial Advisors, Inc.


Thursday, 4/22/2021 1:00 – 2:00 pm

108 — Bulletin 1022 Accounting Manual for New Business Managers

Learn the basics of the Bulletin 1022 public school accounting manual. Get an overview of the state requirements and how following the standard chart of accounts can help you better manage your district budget, accounting, and year-end reporting.

Presenter(s): Christopher May, MDE


Thursday, 4/22/2021 1:00 – 2:00 PM

121 — “Open-Mic” for Payroll Processors

Are you new to the payroll process or a veteran that has experiences you would like to share? Participants from around the state and at all levels of experience will be included in this special session to address the issues you face. Are there easier ways to do things? Trouble with reporting to IRS or ORS? Bring your issues and we’ll provide the forum for a rich exchange of ideas and solutions!

Presenter(s): Elizabeth Eastway, Wexford-Missaukee ISD and Lisa M. Krosnicki, Charlevoix-Emmet ISD


Thursday, 4/22/2021 1:00 – 2:00 pm

137 — Workflow Management for Technology Directors

Technology directors and departments have an ongoing laundry list of projects, challenges, and opportunities. Help tickets, routine tasks, and team and device management all need a process. Join us as we explore and share current workflow practices and tools through a round table conversation.

Presenter(s): Benjamin Rimes, Coloma Community Schools


On Demand Breakout Sessions

3 — Testing Your Water is Critical for a Safe Environment

Testing for lead and copper in water systems, dealing with Legionella, ensuring pipes are flushed – have all become critical for safe building operations. Discover the latest updates on water testing and mitigation strategies should there be problems.

Presenter(s): Jenna Sendra, Arch Environmental Group, Inc.


4 — Construction Projects: Clarifying Widespread Misunderstandings about Laws and Procedures

Even with limited funding, we still need to accomplish varying levels of construction, renovation, and remodeling projects. When certain rules and regulations apply is sometimes confusing. When do you need to use a licensed architect or have plan approval through the state Bureau of Construction Codes, for example? Understand common misconceptions about laws applicable to school construction.

Presenter(s): Brennan M. Ackerman and Kirk C. Herald, Thrun Law Firm, P.C.


5 — Reorganizing Your Department

Description: Learn from a director who reorganized his maintenance department to be more efficient and effective. He did this with significant input from those affected, but also clearly communicated the goal, so everyone had the opportunity to contribute. Understand the process used so you can glean the pieces that may work in your operation.

Presenter(s): Pete Muscio, Rochester Community Schools


6 — Snowstorms and Flooding and Twisters: Oh My! Lessons Learned from Our Most Unbelievable Claims

A flood that benched the basketball team for the season? A tornado that made it impossible for the show to go on? A snow storm that literally brought down the house? Join us for a countdown of SET SEG’s most outrageous, unbelievable, and most expensive claims over the past 50 years. Learn how these incidents could have been avoided, how timely reporting could have minimized the effects, and how to guard against disasters in your own district.

Presenter(s): Michael Grosso and Chad Ziesmer, SET SEG


7 — Integrated Pest Management

Are you prepared for an Integrated Pest Management (IPM) inspection by the state of Michigan? IPM remains a required program for schools to have in place. Having a strong program contributes to the safety of your staff and students. Inspectors are conducting inspections across the state and a point of emphasis is ensuring proper compliance with application instructions for microbial pesticides being used to disinfect. Learn how to ensure your program and practices comply with the rules.

Presenter(s): Bob Stoddard, EnviroSafe, Inc.


8 — Keys to Good Key Control

It is still common to use keys to access district buildings. Everyone has stories of lost keys, lack of knowledge of who has keys, and improper personnel in possession of keys. Learn how to develop an effective key control system, along with steps necessary to clean up current processes.

Presenter(s): David L. Hood, ASSA ABLOY – Door Security Solutions North Shores and Andy Hummel, ASSA ABLOY – High Security Group


9 — Understanding the Math of Solar Energy

Solar energy can be an attractive renewable energy source for many schools, potentially saving significant money in utility costs. Learn from our Michigan Schools Energy Cooperative (MISEC) representative how to assess the viability of solar, along with the financial calculations. Also, learn about MISEC’s efforts to assist districts in moving forward with solar installations when circumstances warrant through the BRITE (Bringing Renewable Innovation to Education) program.

Presenter(s): Jeff Clark, Michigan Schools Energy Cooperative


10 — Leverage Your Work Order System

Many districts have employed some sort of work order system over the past decade. But are they capturing essential data that can really help assess the operation? Discover ideas on how to manage your work order system more completely and what that information can do for you.

Presenter(s): Simone Noz, Dude Solutions


19 — Arbitrage Rebate: Districts might Have to Pay Now!

When the yield curve is inverted whereby short-term rates are higher than long-term rates, the possibility for earning in excess of the arbitrage yield (including State Aid Notes!) exists. Monitoring and meeting spending exceptions is critical. Understand the exceptions and what elections are available to limit your liability and help you keep your interest earnings, as well as understanding reporting requirements.

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


20 — The ABC’s of Federal Program Compliance and Accounting Along with Preparing for Your Federal Program Audit

Learn everything you need to have in place for a successful federal program audit, which includes examples of policies and procedures to meet the federal requirements. Understand how to prepare your Schedule of Expenditures of Federal Awards (SEFA) and prepare for your audit (including single audit). Get examples of necessary documents and common findings.

Presenter(s): Kristi Krafft-Bellsky, Yeo & Yeo CPAs & Business Consultants


21 — SKE w/ District-Wide Financials

Understanding district-wide financial statements and the difference from the fund statements. Learn what is required for you to show you have the SKE (Skills, Knowledge, and Experience) to approve and explain your district-wide financial statements.

Presenter(s): Jennifer Watkins, Yeo & Yeo CPAs & Business Consultants


22 — Understanding Bank Technology & What You’re Really Earning on Deposits

New banking technologies offer school districts tools to improve fiscal controls, operate more efficiently and gain timely access to information on cash positions. This session will provide insights on new technologies and help organizations understand what you earn on bank deposits, which in many cases is less than stated earnings rates.

Presenter(s): David Walters, PFM Asset Management, LLC


23 — Behavioral Health and the Impact of the Pandemic

The Covid-19 pandemic has had an impact on behavioral health of students, staff, and parents. Directly or indirectly, that means Human Resources and business offices have also been impacted. Are you prepared for the next potential shut down? Do you have the systems and technology in place to support your district’s staff and students? What messages should be sent to staff and your community? We will review carrier trends on how the cost of this pandemic may impact benefit plans and employees in the future.

Presenter(s): Scott Fritz, Pierre Guilfoile, and Rick Labian, National Insurance Services


24 — Using Best Business Practices to Promote District Sustainability

Districts are facing interesting times with the potential for additional funding, the need for longer-term financial planning and maintaining effective programming. Hear about the Government Finance Officers Association (GFOA) standards for budgeting and how you might be able to use these strategies to improve your district’s fiscal responsibilities.

Presenter(s): Don Sovey, School and Municipal Advisory Services, PC


25 — Competitive Bidding 101

Learn about competitive bidding requirements including remote bidding protocols in the COVID-19 era. The legal requirements related to posting, due diligence, and proper documentation will be discussed.

Presenter(s): Ronald C. Liscombe, Miller Canfield


26 — Bonds vs. Sinking Funds: Which Best Fits Your District?

Learn the best practices for determining if sinking funds or bonds are right for your district and how to engage the proper district personnel in the decision-making process.

Presenter(s): Christopher J. Iamarino, Thrun Law Firm, P.C. and Robert J. Naughton, PFM Financial Advisors, LLC


27 — Building Community Through Bond Projects: An Overview of the Process and Roles

Learn the role of the architecture and engineering firm, construction manager, and owner’s representative in developing bond projects. Learn the process of a bond project and how to make successful selections to help your district build and strengthen its community.

Presenter(s): John Davids and Brendon Pollard, Kingscott Associates, Inc.; Gary Steller, Clark Construction Company; and Paul Wills, Plante Moran CRESA


28 — Budget Timelines for ISDs

Did you know that budgeting for ISDs is different than at a local district? Timelines, communication, and complying with Michigan laws come in to play. Learn best practices.

Presenter(s): Brian Marcel, Washtenaw ISD


29 — Balanced Calendar (Year-Round School) and the Effect on the Business Office

Learn how to account for an academic calendar that crosses two fiscal years and two separate years of a labor agreement. Obtain strategies to prepare contracts, agreements, and business operations to coincide with the new school calendar.

Presenter(s): Kim H. Lindsay, Rehmann and Leslie L. Young, Davison Community Schools


30 — Structuring Debt for Future Flexibility

Whether you are looking at a new money bond election or refinancing existing debt, districts should consider the impact of their debt structure on the future flexibility of the district and its long-term capital needs. Understand strategies to accommodate future capital needs and design your debt structure for lowest taxpayer impact.

Presenter(s): Matt Rudroff and Nate Watson, PFM Financial Advisors, LLC


31 — Cash Flow and Short-Term Borrowing Options

Gain a better understanding of school districts’ options for borrowing for cash flow and other short-term borrowing. Learn the process and timelines involved with each as well as tips on how to structure each type of note to best fit your school district.

Presenter(s): Fredric G. Heidemann and Ian F. Koffler, Thrun Law Firm, P.C. and Nate Watson, PFM Financial Advisors, LLC.


32 — CHAMPS Facility Settlement Subsystem Update

Understand the Community Health Automated Medicaid Processing System (CHAMPS) Facility Settlement Subsystem. Learn about data input and completion, how to avoid mistakes, accessing initial and final settlements, and interpreting reports.

Presenter(s): Dana Billings, Steve Ireland, and Amy Kanter, Michigan Department of Health & Human Services (DHHS)


33 — Continuing Disclosure: Is Your District in Compliance?

Bond issues never seem to go away. Find out what your responsibilities are from the reporting aspects over the course of the repayment of your indebtedness.

Presenter(s): Dale Deis and Sarah Moore, PFM Financial Advisors, LLC


34 — CTE Reporting and Spending

Learn how to budget for Career and Technical Education (CTE) in relationship to the Section 61a.1 vocational education funding. Learn what are the allowable expenses and how to reconcile those expenses.

Presenter(s): Joan Church and Jill Kroll, MDE and Pat Yanik, St. Clair County RESA


35 — Enhancement Millages: Success Stories, Challenges, and Planning for the Future

Hear from districts that have successfully passed countywide enhancement millages. You will learn the structure and advantages of an enhancement millage and learn lessons from examples that will be provided.

Presenter(s): Mike Cuneo, Rockford Public Schools and Kevin D. Philipps, Kent ISD


36 — Behavioral Ethics: Impact on District Culture and Internal Controls

Learn about ethical dilemma situations you may face in a professional environment and understand the impact a poor decision can make on the district’s culture and internal controls.

Presenter(s): Eric V. Formberg, CPA, CGFM, Formberg Advisors, PLLC and Mark S. Rajter, Lapeer Community Schools


37 — GASB 84 – Permissible Expenditures and Strategies to Comply

The new accounting guidance under GASB 84 has resulted in a renewed focus on the allowable expenditures of a school district. This session will discuss the legal restrictions on expenditures from a school district’s various funds which will focus primarily on the general fund, governmental funds and fiduciary funds under GASB 84 but will also include bond funds, debt funds and sinking funds. Assessing administrative control over accounts will be discussed.

Presenter(s): James M. Crowley, Miller Canfield


38 — Subrecipient Monitoring & Collaboration Under Uniform Grant Guidance

Learn how single audit stakeholders can collaborate with one another throughout the grants management process to improve outcomes and reduce risk of noncompliance. Understand risk assessment, monitoring processes, corrective action, and audit follow-up.

Presenter(s): John Andrejack, MDE and Holly Stefanski, Plante Moran


39 — Indirect Costs

Learn how to properly receive allowable reimbursements for your district programs. Find out how preliminary indirect cost rates are derived and what you use the final indirect rates for.

Presenter(s): Jessica Beagle and Philip Boone, MDE


40 — Your Financials and Lease Agreements!

Do you have lease agreements that may need to be recognized in your school district financial statements? Not sure? Find out how GASB 87 will change your financial reporting and how you can get a jump on implementation for the 2021 reporting period!

Presenter(s): Nathan C. Baldermann and Kim H. Lindsay, Rehmann


41 — The Bond Passed: Now What About Construction Contracts?

Many school districts are embarking on building improvement projects costing millions of dollars. While you’re paying a great deal of attention to building design and site planning, don’t forget the negotiation of construction contracts. Learn how to take every measure necessary to protect your district’s financial interest in the building project before the first board is cut!

Presenter(s): Paul Grienke, SET SEG


42 — Internal Controls Outside the Business Office

What happens when cash transactions happen at outside locations beyond the business office? How should you structure your procedures for collecting and depositing receipts? Learn how internal controls should function outside of the business office.

Presenter(s): David J. Nielsen and Kasey Roth, Maner Costerisan


43 — Medicaid Expansion and 31n State School Aid Funds

Are you confused about Medicaid like everyone else? School districts now must administer Caring 4 Students (C4S) and Section 31n allocation grant! Learn about the differences between the funding sources and how your district can benefit. Learn about resources available to help your district understand the funding and requirements of the programs.

Presenter(s): Dana Billings, Steve Ireland, Amy Kanter, Michigan Department of Health & Human Services (DHHS), and Scott Hutchins, MDE


44 — Understanding the Headlee Rollback and Effective Millage Proposal Strategies

Navigating the tax levy and collection process can be overwhelming and inadvertent mistakes may carry consequences. Understand the process from start to finish, including interpreting and completing Form L-4029 to ensure the district is certifying the correct millage. Understand Headlee rollbacks and how to address those immediately, and what the truth-in-taxation notification process entails. Learn common pitfalls and errors related to tax levies and collections.

Presenter(s): Michael D. Gresens, Thrun Law Firm, P.C. and Howard Heideman, Michigan Department of Treasury


45 — Reducing Exposure and Increasing Efficiency with Digital Technology

School districts across the nation are facing the challenge of maintaining high standards of cleanliness and disinfection in order to keep students, staff, and volunteers healthy. America’s former reliance on cash is quickly being overtaken by digital transactions and K-12 districts now have the opportunity to reduce cash transactions across departments. Learn how digital “cashless” payments can support cleanliness best practices and save hours of management and administration in your district.

Presenter(s): Gino Caponi, PaySchools


46 — Implementing and Growing a Purchasing Card Program

Learn how your district will benefit from the MASA, MASB, and MSBO endorsed purchasing card program. Effective implementation and use can save your district resources in staff time and cash flow.

Presenter(s): Beth Smith, PFM Financial Services, LLC


47 — Permissible Expenditures

Districts often have a difficult time determining which expenditures from the general operating fund can be made. Can school districts use money to pay for food for board members at board meetings? Or make expenditures on various miscellaneous items? Are there restrictions on booster and activity clubs that run their funds through the district’s general operating fund, but are not 501c(3) organizations? Get detailed information on what is allowable and what is not.

Presenter(s): Kari K. Shay, Clark Hill PLC and Donna Hanson, Plante Moran


48 — Making School Finance Understandable

Are you having difficulty getting teachers, staff, the public and even your board of education to understand the basics of school finance, much less more complicated finance topics? Explore how to avoid finance jargon and explain school finance in terms anyone can understand. Learn proven design and presentation techniques that will help convey your message. Clear examples and references will be presented that will engage your district’s staff and community in meaningful dialogue about school finance.

Presenter(s): John Hutchison, Olathe Public Schools, Kansas/ASBO Board Member


49 — Data Privacy and Security

Understand what schools should know about data privacy and security. Learn what laws apply, tips for agreements with service providers, and how to quantify the risks to understand the costs in an objective way and useful training tips.

Presenter(s): Charles M. Russman, Clark Hill PLC


50 — Special Education Finance for the Business Manager

Learn about special education funding and reporting from a business office perspective. Understand how special education funding works, including local, state, and federal funding. Learn strategies to organize the financial elements of special education in your district.

Presenter(s): John G. Cloft, Wayne RESA


51 — Special Education Finance Basics

Review a case study of a district’s specific information that explains maintenance of effort, excess cost, and district specific special education fiscal information.

Presenter(s): John Andrejack and Scott Kemmer-Slater, MDE


52 — Basic Treasury Filing Requirements for Borrowings

Understand how to obtain Michigan treasury approval to borrow under the Revised Municipal Finance Act. Learn about qualifying statements, prior approval, waivers, and post-issuance reporting requirements, including the new Security Report.

Presenter(s): Ronald C. Liscombe, Miller Canfield, William Sanders, and Jeffrey Schwartz, Michigan Department of Treasury


53 — How to Contest Unemployment Claims

Not all claims for unemployment are legitimate and contesting a claim, whether it be from a fraudulent claim or from an ineligible employee, is a process. Proper procedurals, how the hearing process works, and the general law regarding eligibility will be discussed.

Presenter(s): Ryan J. Murray and Katherine Wolf Broaddus, Thrun Law Firm, P.C.


54 — Advance Your Potential with Wilkes University

MSBO has partnered with Wilkes University to provide another option for members to obtain an advanced degree that focuses specifically on school business administration. Learn how you can earn a degree through this affordable online program.

Presenter(s): Charles Smargiassi, Wilkes University


56 — Avoiding State Aid Penalties

Are you aware that the State School Aid Act includes several financial penalties for non-compliance? With state aid on the line, get a first-hand look at what sections are subject to penalties and how to help your school district avoid the pitfalls of noncompliance.

Presenter(s): Philip Boone, MDE


57 — How to Explain Additional Funding to Your Board, Staff and Community

Explaining your local budget as it compares to the state budget can be challenging. With the most recent revenue estimates and federal fund allocations, things are looking up, right? Learn how they help their stakeholders understand the connection between the state and district budget, in good times and bad.

Presenter(s): Timothy A. Raymer, Emeritus


58 — Understanding the New Moody’s Rating Service

Learn about the changes implemented in the Moody’s Rating Service and how it might impact your district’s next bond sale. Learn how to communicate what the change means to your stakeholders.

Presenter(s): Kari Blanchett and Nate Watson, PFM Financial Advisors, LLC


59 — State School Aid Fund Sources 101

To understand how schools are funded you need to start at the state. Gain an understanding of the individual fund sources that feed the School Aid Fund and how that trickles down to the local school district. The interplay between State and local taxes and General Fund and School Aid Fund will be discussed.

Presenter(s): Philip Boone, MDE and Kathryn Summers, Senate Fiscal Agency


60 — Enrollment Projections Done Right!

Understand the process and analysis behind enrollment projections. Learn how to calculate the projection and explain the impact of the data to stakeholders.

Presenter(s): Paul Wills, Plante Moran CRESA


62 — Critical Food Service Budget Metrics

Running a successful school food service operation is very much like running a successful business. There are many metrics to guide you to keep a program self-supporting. How should labor costs compare to food costs? How many meals per labor hour should be expected? Whether you are a food service director or a business manager with oversight responsibilities, it’s important for you to understand these data points, along with how to influence them positively for a financially successful program.

Presenter(s): Mary Darnton, Jenison & Hudsonville Public Schools and Carolyn Thomas, Macomb ISD


63 — School Nutrition Program Data

MDE has a multitude of data that is now available at your fingertips. Learn what the different data points mean, how to access them, and then how to use them to better serve the students in your district.

Presenter(s): Mindy Grant, NKH and Sara Herman, MDE


64 — Rules for Food Service Equipment Purchases

Learn the certain requirements you must follow before purchasing food service equipment with federal dollars. Understand the steps you need to take to ensure a proper purchase and tools to communicate with MDE regarding purchases.

Presenter(s): Jasmine Stinson and Brenda Sweatman, MDE


65 — Food Service Equipment Updates

Gain a better understanding of equipment available in today’s industry, including what equipment works well in a food truck. Learn what efficiencies can be gained from newer equipment and what equipment changes are expected in the future.

Presenter(s): Steve Amos, HRI, Inc.


66 — Excess Fund Balances in Food Service Programs

Many districts may experience an excess fund balance in their food service program due to pandemic feeding. Learn the requirements for a spend down plan of action, along with allowable ways to reinvest in your school district’s food service program.

Presenter(s): Stacey L. Lamper-McFall, MDE


67 — School Meals Report and Other Fiscal Reporting Requirements for the Food Service Fund

Understand the Financial Information Database (FID) School Meals Report, along with reporting requirements for the Food Service Fund. Discover how to appropriately code this information in relation to operating within the pandemic as well.

Presenter(s): Tanea Curtis Brooks and Brenda Sweatman, MDE


68 — Child Nutrition Programs Emergency Operational Costs Reimbursement Programs

Discover the two temporary reimbursement programs offered by the USDA Food and Nutrition Services. These programs provide additional funding to eligible sponsors whose revenues were impacted during the early months of the coronavirus pandemic. Michigan Department of Education’s Office of Health and Nutrition Services (OHNS) representative will share information on who qualifies and how these additional reimbursements will be distributed.

Presenter(s): Emily Mattern, MDE


73 — 403(b)/457 Plans

Understand 403(b)/457 plans and how to create successful plans that benefit your employees. Learn how to create uniform procedures for school district employees to learn about plans.

Presenter(s): Jamie Carnes, Ionia County ISD and Stephen R. Banks and Eric Miller, TSA Consulting Group, Inc.


74 — Self-Funding Health Insurance

The choice to self-fund your health insurance benefits can be as attractive as it is intimidating. Understanding self-funding and how it works can help you determine whether to take the leap. Learn how self-funding could be your district’s best solution.

Presenter(s): Bob Donaldson, SET SEG and Peter Kudlak, Van Buren Public Schools


75 — Early Middle Colleges (EMCs)

Get an overview of EMC Programs and Schools, the related pupil accounting requirements and reporting, and cooperative agreements and billing processes. Understand the importance of tracking enrollments and the need for regular communication between business offices, pupil accountants, and district administration.

Presenter(s): Marijane Nance, Ingham ISD


76 — Effectively Managing Contracted Service Arrangements

Learn key challenges with third-party services contract management and ways to combat them so that school districts may have effective contractual relationships and services. Learn how to extend current service providers and transition to new providers.

Presenter(s): Jeremy S. Motz, Clark Hill PLC


77 — Ergonomics from Home

Is your kitchen table your new “office?” Does COVID-19 seem like the “Freshman 15” to you? Being comfortable and maintaining your movements throughout the day is essential in a productive work environment. Learn how to set up your home office to accomplish your work goals and maintain a healthy balance to your physical well-being.

Presenter(s): Pearl Moore, Yeo & Yeo Computer Consulting, LLC and Cara Newby, Yeo & Yeo CPAs & Business Consultants


78 — Excel for Smarty’s: Intermediate

Do you know how to build advanced formulas into your Excel spreadsheets? Learn how to enhance the Excel spreadsheets you use for budgeting, keeping track of payroll, or for other district accounting purposes. A “hot list” of formulas will be provided.  Excel resources and an Excel file that shows these formulas in action will be shared. Pivot tables will not be covered.

Presenter(s): Christopher J. Frank, Bay-Arenac ISD


79 — HIPAA, FERPA, and Privacy in the COVID Era

Understand regulatory guidance concerning student privacy laws and best practices for ensuring that district employee and student information is protected as students and employees return to in-person learning.

Presenter(s): Ashley N. Higginson and Samantha A. Kopacz, Miller Canfield


80 — Document Retention in the Electronic Age

School districts are subject to a series of laws and rules which mandate how school district records must be maintained. Learn the ins and outs of the various laws, the fiscal responsibilities for school districts, and strategies to comply. Learn the common mistakes made by school districts and persistent misconceptions about the Open Meetings Act (OMA) and Freedom of Information Act (FOIA).

Presenter(s): Marshall W. Grate, Clark Hill PLC


81 — Developing Your Workforce and Succession Planning

Learn how to hire employees that have skills that meet your school district’s needs. Create employee plans that take into account staff retirements and maintain continuity of services. Develop a plan that helps employees succeed. Learn how to invest in staff to build your district’s expertise.

Presenter(s): Mike Hagerty, Gallagher and Coni Taylor, Kent ISD


82 — Getting Things Done: Time and Efficiency Strategies for the School Business Official

Never seem to have enough time to get everything done? Drowning in emails? Have so much on your plate it’s hard to even know what tasks to prioritize much less how to prioritize them? Learn proven time management, prioritization and organizational strategies that will help you succeed at work and get back control of your life.

Presenter(s): John Hutchison, Olathe Public Schools, Kansas/ASBO Board Member


83 — Making Performance Evaluations Meaningful

Most of us have experienced the torturous annual performance evaluation process. The time spent is often wasted on trying to remember what happened during the year and if any of it mattered. Too often this process is not helpful for anybody’s development or for making the school district better. Learn about an alternative approach that synchronizes employee growth and organizational improvement in a much more useful and productive process.

Presenter(s): Tim Ammon, Decision Support Group


84 — Navigating Your School Business Career: How to Prepare for Your Next Big Role

This session will provide you with the opportunity to reflect on your career as a school business official. We will have you evaluate your strengths and reflect on your personal goals. We will talk about the career phase you are in and potential positions you may or may not be interested in. Lastly, if you choose to change jobs, we will share tools and ideas that will allow you to be successful.

Presenter(s): Susan Harkin, SFO, CFO – CUSD 300/ASBO Member and Michael A. Jacoby, Ed. D., SFO, Illinois ASBO


85 — Managing the One Thing that Never Changes – Change

We have gone through rapid change during COVID that may or may not have gone well. We will identify the different types and phases of change in an organization. We will provide an overview of the different approaches to facilitate transitions and help chart the best way to interact with staff during the change process. Lastly, we will share two methods to help you successfully navigate change in your organization.

Presenter(s): Susan Harkin, SFO, CFO – CUSD 300/ASBO Member and Michael A. Jacoby, Ed. D., SFO, Illinois ASBO


86 — MPSERS and Other Retirement Complexities

Understand changes to healthcare coverage, income in retirement, and how changes impact active school district employees. Learn the importance of pre-planning your own financial future, as well as learning how to share this information with staff.

Presenter(s): Royce C. Humm, Michigan Association of Retired School Personnel (MARSP) and Ali Milanowski, Williams, Williams & Company, LLC


87 — The Law and Technology for School Officials

Understand laws surrounding technology, including Bring Your Own Device (BYOD) policies, student/employee use of technology, and other district policies and procedures. School districts often utilize third-party vendors for the storage of student records. Privacy laws, including provisions of Family Educational Rights and Privacy Act (FERPA) and the Revised School Code impact the transfer of student Records. Learn how privacy laws help ensure compliance when contracting with vendors or developing policies and procedures.

Presenter(s): Philip G. Clark and Ryan J. Nicholson, Thrun Law Firm, P.C.


88 — Refresh and Recharge

Refresh and recharge your body and mind with this easy workout that you can do anytime and anywhere!

Presenter(s): Ryan Haughey, Certified Personal Trainer


89 — Morning Yoga

Ease your body into the day with a gentle yoga flow. No experience necessary. Perfect for all levels.

Presenter(s): Amanda Tollstam, Inner Peace Therapy


90 — Feed Yourself to Feel Healthy and Calm

Food choices can impact the way you feel and your energy level. Learn whole food tips to feel more nourished and ready for all the challenges you face. You are what you eat is not a cliché.

Presenter(s): Stephanie Eagen Lomasney, Nutritional Therapy Practitioner


91 — Guided Mindfulness Meditation

Center yourself and create present awareness through guided meditation. Peace of mind can boost your spirits and increase productivity.

Presenter(s): Amanda Tollstam, Inner Peace Therapy


96 — Where Do We Go From Here? Evaluating Health Insurance Solutions

Learn about recent developments in the healthcare marketplace, including hospital pricing transparency, drug rebates, gene therapy, and pooling and how they are likely to impact school district health plans. Hear creative ways to control healthcare costs and explore best practices for effectively evaluating potential changes to a district’s health insurance program.

Presenter(s): Chadd Hodkinson, Gallagher


97 — Collective Bargaining Basics

Understand the basic steps and practical tips related to navigating through the collective bargaining process. Learn the process of effective collective bargaining starting with an overview of the process, laws impacting collective bargaining, and practical tips for navigating the process. Examine the cost analysis of collective bargaining and how to access state aid information. Learn the impact of step increases and other wages and benefits on the school district’s budget.

Presenter(s): Timothy T. Gardner, Jr. and Katerina M. Vujea, Thrun Law Firm, P.C.


98 — Collective Bargaining: Innovations and Advanced Strategies

Learn advanced negotiation collective bargaining strategies. Bargaining delays, tensions, public pressure, and other “roadblocks” are common in the collective bargaining process. Hear proven strategies for reaching a resolution when negotiations become difficult.

Presenter(s): Martha J. Marcero, Thrun Law Firm, P.C.


99 — Merit Pay: Where Are We Now?

The Revised School Code, state School Aid Act, and the Public Employment Relations Act (PERA) all have provisions related to merit pay for certain school employees. Even though merit pay is addressed in these three laws, there are still some tricky and potentially costly issues that may arise. Learn the basics of what is merit pay, who needs merit pay, where should merit pay be included in employee contracts or board policy, when must merit pay be implemented, and why school districts must implement merit pay.

Presenter(s): Raymond M. Davis and Piotr M. Matusiak, Thrun Law Firm, P.C.


100 — Legal Considerations in Hiring Contract Employees and Retirees

Districts are increasing their employment of outside contractors and retirees. Learn the steps to take to structure such relationships in a manner to avoid potential legal liability and Michigan Public School Employees’ Retirement System (MPSERS) issues.

Presenter(s): Joseph B. Urban, Clark Hill PLC


101 — Employee Handbooks

Employee handbooks are a cornerstone of communication for HR departments and the first line of defense against potential litigation. Learn some important steps you can take to ensure your district has an up to date manual that employees will use.

Presenter(s): Scott N. Sawyer and Andrea Wise, Saginaw ISD


102 — Legal Management of Personnel Files for Litigation in the Digital Age

Proper management of personnel files is crucial for defending against employment litigation related cases. Management of personnel files invokes several legal considerations, including statutory requirements for maintaining personnel files, requirements for medical information, freedom of information requests, and secure preservation of personally identifying information. Management of personnel files is challenging in light of decentralized decision making that often results in some of the personnel files residing at the central office and part at a local school building. Management is also challenging when part of the file may exist in various digital data files.

Presenter(s): Marshall W. Grate, Clark Hill PLC


103 — Grievance Management: Effective Strategies for Collective Bargaining Agreement Disputes

Developing an effective process for resolving grievances involves knowing when to take a stand and when to mutually resolve a grievance. Understand how the initial response must correctly identify the relevant legal issues. Learn the legal and practical considerations involved in addressing grievances, including an update of critical Michigan Employment Relations Commission (MERC) decisions.

Presenter(s): Timothy T. Gardner, Jr. and Piotr M. Matusiak, Thrun Law Firm, P.C.


104 — Hot Topics in School Labor Law

Understand recent developments and guidance that affect public schools in Michigan. Hear a variety of topics concerning collective bargaining and human resources matters.

Presenter(s): Kara T. Rozin, Clark Hill PLC


105 — MSBO/Hiring Solutions Salary Survey Results

MSBO has partnered with Hiring Solutions to conduct its fifth salary survey of ten critical, and often hard to fill, school business official positions. Review the competitive labor market averages and discuss how to stay internally and externally equitable to compete for top talent!

Presenter(s): Mark Dobias and Todd Surline, Hiring Solutions LLC


109 — Understanding and Completing Your SEFA

Hands on learning of the Schedule of Expenditures and Federal Awards (SEFA) report, from start to finish. It doesn’t matter if this is your first single audit or you have worked on this report in the past. Learn  quick tips on finding source data and cross checking to complete this schedule.

Presenter(s): Katherine F. Abela, Royal Oak Public Schools and Kristi Krafft-Bellsky, Yeo & Yeo CPAs & Business Consultants


110 — Benefit Basics for New Business Managers

Learn the “need to know” items related to managing benefit programs and an understanding of the implications of PA106 of 2007.

Presenter(s): Douglas L. Derks and Mike Hagerty, Gallagher


111 — Bond Issuance 101

How do you sell bonds? Why? Who needs to be involved and how long does the process take? Learn the basics of the bond issuance process, including participants, ratings, and markets.

Presenter(s): Kristine Griffiths and Nate Watson, PFM Financial Advisors, LLC, and Fredric G. Heidemann and Ian F. Koller, Thrun Law Firm, P.C.


112 — Grants Management 101

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, CPA, CGFM, Formberg Advisors, PLLC and Kevin Taratuta, Plante Moran


113 — Consolidated Application Grants and the Business Manager

Learn the links between student performance data, school improvement plans, district grants, and accounting records. Understand the consolidated application process and the business manager’s role in that process.

Presenter(s): Dena Mayer, Eastern Upper Peninsula ISD and Tom McKee, Whitefish Township Schools


114 — MiDEAL: An All-Access Pass to Michigan Contracts

Gain an understanding of the MiDEAL program and how it satisfies and complements your district’s purchasing policy. Tour the MiDEAL website and the Statewide Integrated Governmental Management Application (SIGMA) website/Vendor Self Service (VSS) website. Learn how to use the MiDEAL program to purchase at the same terms, conditions, and prices available to state agencies.

Presenter(s): Shawn Vaughn, Michigan Department of Technology, Management and Budget (DTMB)


115 — Pupil Accounting 101 for New Business Managers

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): Brian Ciloski, MDE and Carrie Haubenstricker, Genesee ISD


116 — State School 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. The MDE state aid update reports will also be discussed.

Presenter(s): Philip Boone, MDE


117 — How to Maneuver through the Section 18: Transparency Reporting

Part of your role as a business official is to provide transparency through posting information on your district website. Budgets, audits, contracts and spending all are required topics. Learn the timeliness and rules for transparency reporting to keep your district in compliance.

Presenter(s): Chad Urchike, MDE


118 — 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


120 — The Foundation of Payroll Processing

Learn the best practices in payroll processing and how to “get on and stay on” the payroll “hamster wheel”.

Presenter(s): Kim Bruske and Scott N. Sawyer, Saginaw ISD


122 — Understanding Your Section 125/Cafeteria

Learn how Section 125/Cafeteria plans affect payroll. Understand the tax advantages of a 125 Plan. Understand the premium conversion, cash in lieu, Flexible Spending Accounts (FSA), FSA for dependent care, and Health Saving Accounts (HSA). The short time period of open enrollment packs a whole list of responsibilities. By investing time earlier, you can help prevent slip-ups before they occur. Bring your Section 125 plan document with you to this session.

Presenter(s): Lisa Stevens, American Fidelity


124 — Troubleshooting ORS Issues

Understand the ORS implications of the 75-day rule of choosing a pension plan and how to resolve ORS communications concerning payroll reporting issues.

Presenter(s): Elizabeth Eastway, Wexford-Missaukee ISD


126 — Top 10 Reasons Why Your District Loses FTE/Foundation Allowance Revenue

Full-time equivalents (FTE) are a school district’s primary revenue source and counting students is essential to foundation allowance revenues. Learn the top 10 reasons why your district is losing FTE and foundation allowance revenue. Get strategies to help you maximize your revenue from FTE and minimize your mistakes.

Presenter(s): Carolyn Claerhout, Oakland Schools and Caitlin Hengesbach and Gloria Suggitt, MDE


127 — Pupil Accounting Fundamentals

Pupil accounting rules and regulations can be a complex maze for both new and seasoned business officials. Understand the basic rules and regulations concerning pupil accounting as school budgets rely on the revenue generated by pupil membership. Understand the issues concerning pupil accounting, full-time equivalent (FTE) deductions, and membership counts.

Presenter(s): Piotr M. Matusiak and Jennifer K. Starlin, Thrun Law Firm, P.C.


128 — Best Practices in Student Record Documentation

Students are becoming more transient. It is becoming necessary to review documentation requirements for students enrolling in and leaving your district. Learn best practices to ensure you can count students and avoid legal pitfalls of sending sensitive student record information to other districts. Understand what school of choice documentation is needed, what to keep in the CA60 and what information can be shared.

Presenter(s): Cristina T. Patzelt, Thrun Law Firm, P.C.


129 — Pupil Accounting for the Nontraditional Learning Environment

Alternative learning environments are becoming more prevalent in pupil accounting. The state is encouraging these alternative learning environments such as shared time, virtual learning, and homeschool students. Learn strategies to properly account for the students in these programs and avoid common mistakes. Learn how to structure your programs so you can capture all of the full-time equivalent (FTE). Case studies will be reviewed.

Presenter(s): Jessica Beagle and Brian Ciloski, MDE


131 — Negotiating Contracts for Goods and Services

Whether you are a buyer or a seller, understanding the legal obligations, the drivers behind the deal, cooperative purchasing agreements, and the basic elements for contract formation can greatly enhance your leverage and bargaining position. Learning the effect various terms have on the overall deal will enable you to recognize problematic areas, negotiate changes when appropriate, and negotiate your position to reach terms you are able to live with.

Presenter(s): Dana L. Abrahams and Jeremy S. Motz, Clark Hill PLC and Sandra Elka, Waterford School District


132 — A Comparison of Leasing vs. Buying

Learn the pros and cons of leasing vs. buying and how to utilize a written replacement cycle plan for budgeting purposes, reporting requirements, and learn about total cost of ownership, including examples related to bussing, technology, and others.

Presenter(s): Jeffrey Staley and Jeffrey Straus, Maner Costerisan


133 — Get Control of Online Purchasing

Learn best practices in managing online purchasing for your school district. Learn how to guide purchasing practices within your district and establish effective internal controls.

Presenter(s): Jalen Almodovar, Amazon Business and Sharon Raschke, Dexter Community Schools


134 — RFP 101: Start to Finish

Understand the Request for Proposal (RFP) process from start to finish. Learn when an RFP is needed, how to solicit bids for small to large projects and services, where to find examples, and how to evaluate proposals post bid.

Presenter(s): Dana L. Abrahams and Jeremy S. Motz, Clark Hill PLC


135 — Lessons on Ethical Leadership during COVID

Uniquely challenging times also bring unique opportunities, so why not take a fresh look at the leadership and ethical questions we have all been facing during COVID?  School business managers face ethical dilemmas every day, and we can all benefit from pivoting from the negative times of a crisis to the positive strategy of learning something new.

Presenter(s): David Lewis, ASBO International and Brian Mee, Arizona ASBO


138 — How to Leverage Common Classroom Technologies to Transform Blended and Hybrid Learning Experiences

Each year staff and students face new challenges, but this year has been more challenging than most. When schools face dwindling funds alongside increasing financial demands, it is difficult to pivot quickly. Hybrid learning is more popular than ever and this session will show how to leverage common classroom technologies in a new way to help adapt classrooms into the fluid learning spaces.

Presenter(s): Lyndsay Johnson-LeMieux, Barton Malow and Dwight R. Levens, Birmingham Public Schools


139 — Budgets for IT – Pandemic Ready?

Using cost per pupil as a metric for IT funding is a new way of looking at budgeting since the pandemic. Learn the challenges and opportunities of developing a technology budget using total cost of ownership and lifecycle management. Understand ways to be proactive in collaborating with your business manager in prioritizing your technology expenditures.

Presenter(s): Susan Case, Forest Hills Public Schools and Matthew Lindner and Amy Sasina, Plante Moran


140 — Construction Technology and How It Will Shape Your Next Project

Learn how Gull Lake Community Schools is leveraging the use of technology to enhance construction projects and maximize bond program resources. Discover how your district can benefit from digitalizing the bidding process, executing contracts faster and enhancing scheduling productivity.

Presenter(s): Lisa Anderson, Gull Lake Community Schools and Ariel Castillo and Howard Williams, Miller-Davis Company


141 — Ransomware: The Threat is Real and It Happened to Us!

Security protocols must be in place to protect school districts from ransomware attacks. The threat is real and several districts in Michigan have been struck in the last year. What happens if you are attacked, and your data is compromised? Learn best practices in security data and how the risk to school districts can be minimized.

Presenter(s): John Gilchrist, Kenowa Hills Public Schools


142 — Essential Cybersecurity Practices for K-12

Learn cybersecurity best practices for Michigan schools. Understand the top 20 security controls and how they affect daily operations.

Presenter(s): Merri Lynn Colligan, Washtenaw ISD; Bobby Hodges and Kurt Rheaume, Waye RESA; Kristi Krafft-Bellsky, Yeo & Yeo CPAs & Business Consultants; and Matthew McMahon, Gratiot-Isabella RESD


143 — MICIP: What is It and What is My Role?

The Michigan Integrated Continuous Improvement Process (MICIP) is a pathway for districts to improve student outcomes by assessing whole child needs to develop plans and coordinate funding. Learn how business officials, technology leaders, and instructional staff will all play a critical role in the Mindset, Process, and Platform for continuous improvement.

Presenter(s): Tom Johnson, Executive Director for Statewide Technology Initiatives, Michigan DataHub and Theresa Nugent, PhD, MICIP Lead, Michigan Department of Education


144 — What’s New and Happening with the Michigan Data Hub?

Learn where we are with districts seamlessly integrating third-party applications using the MiDataHub. MiDataHub provides integration support that includes the exchange of data between Student Information Systems (SIS), assessment, food management, behavior, data warehouses, and dashboard systems.

Presenter(s): David Cairy, MAISA; and Don Dailey and Tom Johnson, Kalamazoo RESA and Statewide Technology Initiatives, Michigan DataHub


145 — IT Vendor Fraud

Technology directors work with many vendors to secure the equipment and services for their district. Sometimes they are put in unexpected situations with vendors that may make it easy to fall into a fraud trap. Understand Information Technology (IT) vendor fraud and ways to mitigate those risks through necessary controls.

Presenter(s): Brian Dixon, Yeo & Yeo CPAs & Business Consultants


146 — Maintaining One-to-One Technology in an Online or Remote World: Lessons Learned

Now that every student has a device — how do you keep it that way? Discover best practices in maintaining one-to-one technology. Learn about long-term sustainability of your program. Understand options of replacing and/or disposing of equipment.

Presenter(s): David Tchozewski, Kenowa Hills Public Schools


147 — The Basics of 100% Remote Learning: Engaging Students in an Online World

Supporting remote learning can be very challenging. Where do you find the tools to help with closing the homework gap? Explore funding and understand where to look for resources to help teachers and students connect.

Presenter(s): Anne Thorp, Ottawa Area ISD


148 — Get in the Know: Resources for Technology Directors

There are many resources available to you as a technology director. Explore different resources and learn how and when to use them, including professional development opportunities and connecting with peers.

Presenter(s): Jeffery Trudell, Wyandotte Public Schools


149 — SEN: Internet Statewide

Discover the savings that school districts can achieve by joining the State Education Network (SEN). SEN will connect 100% of Michigan’s intermediate, local public schools, and public school academies with the networking capacity needed to ensure that bandwidth is never a barrier to achieving goals in the classroom.

Presenter(s): Matthew A. Stark, Genesee ISD and Michigan Statewide Educational Network (MISEN)


150 — Social Media Policies & Procedures

In the ever changing world of social media, it is important to ensure that your school district’s policies and procedures are up to date. Making sure that staff and students are aware of your district’s policies is vital to ensure compliance.

Presenter(s): Joseph B. Urban, Clark Hill PLC


152 — School Bus Construction

School buses are the safest mode of travel for students going to and from school. Understanding what goes into the construction of a bus can help you explain to others why the buses are so safe and what influences the cost of a bus. Learn how school bus design has evolved over the years and what may be changing in the near future.

Presenter(s): John Barrington, Blue Bird Corporation


153 — Lease or Own: Best Practices for Financing School Buses

Learn the key data needed to determine if leasing makes sense for your district, or if other financing methods would prove more appropriate. Leasing can be an effective way to acquire buses, possibly reducing maintenance costs and breakdowns. Hear how best to analyze the decision.

Presenter(s): Steven A. Lenar, Holly Area Schools


154 — Do You Know Who’s Driving Your Buses?

Whether you directly employ your school bus drivers or contract with a third-party vendor, school districts have the ultimate responsibility to ensure that all drivers are in compliance with all applicable rules and regulations. Learn what needs to be done, how it should be documented, and how to correct deficiencies, if identified. Whether you’re an inhouse operation or a contracted one — this is applicable information to minimize consequences should there be a driver related incident.

Presenter(s): Lori Richardson, Oakland Schools


155 — Electrifying School Buses

Electric school buses have been introduced in Michigan. Several districts have one. Will they become more common? Everyone expects pricing to come down, but do other aspects make them less effective? Learn the pros and cons of electric buses and best applications for current models.

Presenter(s): Richard Lee, The Lion Electric Company


156 — Managing Transportation Risks

Risk in transportation should be about a lot more than accidents and insurance. Learn to identify the operational risks that exist in a transportation department, establishing a mechanism to evaluate the severity of the risk, and developing mitigation strategies. Key areas of concern include drivers, policies and procedures, technology, contracts, and assets.

Presenter(s): Tim Ammon, Decision Support Group


160 — MSBO Certification Program

The MSBO Certification Program is a voluntary program endorsed by both Michigan Association of School Boards (MASB) as well as Michigan Association of Superintendents and Administrators (MASA). MSBO offers 14 separate tracks and provides essential information to school business professionals at the beginning of their careers and assures continuing professional development throughout their career. Meet with MSBO Director of Certification Debbie Kopkau and Certification Coordinator Courtney Byam to get your questions answered.

Presenter(s): Courtney Byam and Debbie Kopkau, MSBO


161 — MSBO Leadership Institute

The MSBO Leadership Institute is a unique program that offers one-on-one professional coaching, large and small group interaction, and individual project development. Discover from Institute alumni on how the program has helped them better fulfill their leadership roles — both personally and professionally.

Presenter(s): Presenter(s): Scott Little, MSBO and Jolene Compton, Bay City Public Schools


168 — MSBO Bus Purchase Program

The MSBO Bus Purchase Program has been helping districts competitively purchase buses for over 20 years. Not only does it help with getting good bus pricing for all districts regardless of size, it reduces the time and effort required to spec a bus and go through the bid process, significantly lowering administrative costs. The program is totally web-based. Learn how the program works and how easy it is to use.

Presenter(s): Scott Little, MSBO


169 — MSBO BMA: Mini Session

Have you considered participating in the MSBO Business Manager Academy (BMA)? Learn about the program and get an insider’s look at the content covered with a “live” case study discussion — just like the real program! Beginning and seasoned school business officials are welcome!

Presenter(s): Steven A. Lenar, Douglas L. Newcombe, and Timothy A. Raymer, BMA Facilitators


173 — Introduction to Youth Worker Protections

Get a summary of child labor requirements under the Fair Labor Standards Act. Learn what school administrators and certifying officials need to know when reviewing worker permits.

Presenter(s): Jacob Swier, U.S. Department of Labor


174  — Family Medical Leave Act (FMLA) for School Administrators and HR Professionals

Understand the basics of FMLA administration, employee eligibility, qualifying reasons for leave, and proper tracking of FMLA hours.

Presenter(s): Jacob Swier, U.S. Department of Labor


175 — Cybercrime – Lost Data, School Closures, and Large Ransom Demands: Is Your District Protected?

Cybercrime is on the rise. School districts, in particular, have become prime targets for cybercriminals since the pandemic began and are experiencing cyberattacks at an alarming rate. If bad actors get past your protections, you could end up paying a huge price to recover your sensitive information. Learn about emerging trends in ransomware and new models of defense, how to spot tell-tale signs of malicious content and phishing attempts, and how to handle a breach and quickly shut down the potential for more damage. Hear real-life examples of districts who thwarted these attempts and learn from their experiences.

Presenter(s): Steve Privasky, SET SEG and Matthew McMahon, Gratiot-Isabella RESD