2012 - Apr.pdf

IASBO InterCom April 2012 - 1

• PERFORMANCE SERVICES • AMERICAN FIDELITY ASSURANCE COMPANY

Office of Executive DirectorOne N. Capitol, Suite 1215

Indianapolis, IN 46204(317) 639-3586 x106FAX (317) 639-4360

E-mail: [email protected]

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The Indiana Association of School Business Officials delivers programs and services to the membership for the purpose of advancing Indiana public education.

MissionStatement

Spring is here and I hope everyone has re-charged their batteries for the remainder of the school year. There is still a lot that’s going to happen between now and then. Many opportu-nities exist for IASBO members to take advan-tage of many professional development activi-ties. Now more than ever IASBO is poised to provide great networking opportunities com-bined with exceptional seminars on just about every conceivable aspect of School Business Management.

IASBO is all about professional growth. We are now well over the 1,000 member mark. This growth in membership shows that IASBO is needed more than ever to provide excellent service. I encourage each and every member to get involved. Join a re-search committee, there are five to choose from. You will find you will get more out of it and learn even more by being involved. Whether it’s the Accounting & Budgeting, Business Operations, Management and Human Resources, School Finance or School Operations committee you will be able to find something in which you can relate. These committees are the lifeblood of the organization and the reason IASBO is respected as one of the premier School Business Management organizations.

Another aspect of growth for IASBO has been our professional spon-sors. We are very appreciative of our new Platinum, Gold, and Silver sponsors. Each company is a quality organization and we look forward to their partnership. You will be seeing more from these sponsors in the future including at our Annual Meeting.

Speaking of the Annual Meeting, if you haven’t made reservation al-ready you may want to get them now for the IASBO Annual Meeting to be held May 9th –11th . It’s approaching fast and reservations are filling up quickly. This year we will be at French Lick and registration informa-

President’s Message

continued on page 2

Articles of Interest . . .President’s Message .................................. 1-22012 IASBO Calendar .................................3From Denny’s Desk .......................................4IASBO Annual Meeting ............................ 5-6IASBO New Members ......................................6IASBO Annual Meeting Agenda ................ 8-12

Certification Courses ................................ 14-15IASBO Award Recipients ...............................16Annual Golf Outing .........................................17Tech-Savvy School Business Officials ..... 18-19Business Associates ............................... 20-23IASBO Sponsors .........................................23

Fred McWhorter IIIASBO President

Platinum Sponsors

2 - IASBO InterCom April 2012

IASBO OFFICERS ANDBOARD OF DIRECTORS 2011-2012

President Fred McWhorter II, RSBO, New Albany-Floyd CountyPresident-Elect Lynn Kwilasz, RSBO, ValparaisoVice President Steve Sonntag, Clark-PleasantTreasurer Janet Gruwell, ConcordRegional Directors

Term Ends June, 2012 Ted Zembala, Hobart Bill Mallers, Northwest Allen Stanley Hall, Peru Donna Wilson, Vigo County Chad Schenck, SW Dubois County

Terms Ends June, 2013 Kevin Scott, Warsaw Scott Bowling, Crawfordsville Weedie Smith, Decatur County Joe Licata, MSD of Washington Twp. Amber Fields, Jennings County

Past President Loren Evans, MSD Mt. Vernon

Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol

Administrative Assistant Ella Adamson

Director of Professional Development Mark Miller, RSBA

Executive Director Dennis Costerison, RSBO

Office of Executive DirectorOne North Capitol, Suite 1215Indianapolis, Indiana 46204

(317) 639-3586 FAX: (317) 639-4360E-mail: [email protected]

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

tion is on the IASBO website. Although this last session of the legisla-ture was a short session, there were many changes that impacted school corporations across the State. The Annual Meeting is a great opportunity to fi nd out about all the legislative changes that will effect you. In addi-tion, the professional development schedule if very impressive and well worth the trip. See you in French Lick!!!

Fred McWhorter II, President IASBO

President’s Message . . . continued from page 1

IASBO Gold Sponsor . . .


April 12 Budget Workshop - #3 MSD of Warren Township

April 13 Treasurer’s Workshop - #4 MSD of Pike Township Administration Offi ce, Indianapolis

April 18 Certifi cation Courses Primo West, Plainfi eld • Governance and Operational Relationships • Maintenance Operations

April 21-23 NSBA Annual Meeting Boston, Massachusetts

May 9-11 IASBO Annual Meeting Events Center, French Lick Certifi cation Courses • School Law & Administrative Rules – Advanced • Collective Bargaining Strategy & Law • Accrual Accounting • Transportation Administration

2012 Indiana ASBO Professional Development Calendar

May 18 Budget Workshop - #4 MSD Warren Twp, Indianapolis

May 28 Memorial DayJune 8 IASBO Leadership Conference TBD, Indianapolis

June 15 Joint School Finance Seminar Rennaisance Hotel, Carmel

June 18-19 Summer Institute Primo West, Plainfi eld Certifi cation Courses • School Law & Administrative • Principles of Education Rules – Basic • Managing People • Public Relations & Internal Communications

Heartland Business Center at I-69 and SR-67 (exit 34)

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Phone: 317-664-7400, 800-382-5505; Fax: 317-664-7402, www.boycesystems.com

With a tradition of service in Indiana since 1899, Boyce and Komputrol continue

to provide products to enhance productivity, save time, save money and reduce

paper waste. K-Time, our Time and Attendance Software promotes accuracy and

efficiency by eliminating duplicate data input. Doculivery For Payroll, our online

Pay Stub and W2 service enhances your Green Initiative by reducing unnecessary

printing! For more information contact [email protected].

Biometric Time Clock for Payroll

Online Pay Stub Sample

IASBO Gold Sponsor . . .


from Denny’s Desk Dennis Costerison, IASBO Executive Director

“Just because you do not take an interest in poli-tics doesn’t mean politics won’t take an interest in you!” That quote comes from Pericles (430 B.C.), and you know he was right. The actions of the In-diana General Assembly have a direct impact on the public schools. Whether the decisions are positive or negative, the actions of politicians are important to the day-to-day functions of the school business offi ce.

Politics and specifi cally members of the General Assembly did take an interest in you this year. Let’s look at some of the bills that passed and how IASBO members were infl uential in their passage.

Half way through the 2012 session, I began to receive numerous phone calls and emails wanting to know why their Capital Projects Fund levies were decreasing. After some review, it was determined that the Department of Local Government Finance had asked for legislation to be added in 2011 that would reinstate language dealing with the calculation of the maximum CPF rate cap. This language had been found to be “nonsensical” by the Indiana Tax Court in 2010 in their ruling in the DeKalb Eastern Community School Corporation case. Therefore, the DLGF was using what had been placed back in the law to determine the CPF rate. When we checked with legislators and legislative staffers about this issue, they were surprised by this legislative change. From there, the IASBO membership stepped up. You contacted your legislators and provided invalu-able information to me, regarding the impact of the DLGF actions.

When the smoke cleared, language was added to HEA 1072 to do three things: 1) change the calcula-tion in the future to make sure that negative numbers would not be used; 2) make sure that the base rate for 2012 was calculated properly; and, 3) provide a loan mechanism for school corporations who had lost CPF levy because of the DLGF action. Because of your contacts, the General Assembly did take an interest and dealt with the problem.

Secondly, the General Assembly took an interest in the pension bond neutrality issues as it impacted the School Bus Replacement Fund. Even though the process of pension bond neutrality in the SBRF had been approved by the DLGF for several years, the DLGF determined last summer to change their

policy. This was an issue that impacted numerous cor-porations, and once again you contacted your legisla-tors expressing concerns.

In HEA 1192, a new policy was added providing for a three-year phase-out of the previously approved procedures on this issue. The General Assembly heard you and dealt with the problem.

Lastly, in HEA 1376, the General Assembly decided to provide additional funding for full-day kindergarten. For years, IASBO members and Indiana ASBO have been stressing the importance of full-day kindergar-ten for all students. The language in HEA 1376 that allows the current state appropriation for FDK to be “augmented” by the provisions in the bill will provide a substantial increase in funding. Will this fully fund FDK in the future? Not for every corporation, but the majority of corporations can use this additional fund-ing to have the program fully funded. IASBO was in-volved with this provision from the start and supported it during the entire session.

So, politics did take an interest in school business management issues this year. And, that is why it is so important for you to take an interest in politics and the General Assembly. Many of you will say that I can’t make a difference, but I would disagree with that. I can’t count the number of times that a legislator ap-proached me in the State House letting me know that their local school business offi cial had expressed con-cerns about an issue. That is invaluable and I believe one of the main reasons that the sections of HEA 1072 and HEA 1192 that helped schools passed. Never take for granted that your thoughts do not make an impact with legislators. Even if you do not like the politics that occur in the State House, your local input with legislators will make a difference. It does every year and specifi cally this year you did make a difference. I thank you for your efforts, and I am sure that your help will be needed in the future.

As you will note in this edition of the InterCom, the Annual Meeting is just around the corner. I am always amazed at how timely the program for the Annual Meeting is. On each day of the Annual Meeting, there are terrifi c sessions to assist you in your day-to-day operations. The planning of the Professional Devel-opment Committee and Research Committees along with the able guidance of Mark Miller has produced an outstanding professional development opportunity. Please share this information that can also be found on the IASBO website with others in your corporation who could benefi t.

----------------------“Volunteers aren‛t paid, not because they are worthless, but because they are priceless.”


2012 IASBO Annual Meeting . . .

IASBO President Fred McWhorter II and the Board of Directors of the Indiana Association of School Business Of-ficials cordially invite you to attend the 66th Annual Meeting of the Association. The meeting will take place on May 9-11 in French Lick, Indiana. The Annual Meeting will be held at the French Lick Resort and Convention Center.

Fred McWhorter II has chosen the following theme for the 2012 Annual Meeting: “Route 66 - IASBO’s Road to Success”. With all of the difficult fiscal times and ever changing public education laws, the IASBO Annual Meeting is the perfect place to find answers and to be successful as you travel down the school business management road.

The French Lick Annual Meeting will provide two and a half days of valuable professional development activities. From the Wednesday preconference workshops and certification courses to the Friday luncheon, the Annual Meeting will provide a varied series of sessions for professional growth. And, of course, the opportunity to learn from your colleagues is of immeasurable importance.

Now more than ever do school business officials need to learn from each other and expand their knowledge to cope with these trying times. The IASBO Annual Meeting is a “must” destination to assist with the issues that you will confront in the upcoming months. Mark your calendar for May 9-11 to be in French Lick to enhance your ability to move forward and pave your road to success. PROGRAM HIGHLIGHTS “Preconference Workshops”On Wednesday, May 9, seven half-day workshops will be presented. Topics include: Excel for Beginners; Compensation Model: How Performance Pay Will Work (repeated); RISE Evaluation and Development System; Excel: The Advanced Course; Regs to Reality: Effective Implementation of a Teacher Evaluation Model; and Crisis Management: Are You Ready? Descriptions of these workshops are attached. “IASBO Certification Courses”Four IASBO Certification Courses will be offered on May 9. The courses are: Transportation Administration; Collective Bargaining Strategy & Law; School Law & Administrative Rules: Advanced; and Accrual Account-ing. Descriptions of these courses are attached. “Exhibits”190 exhibit booths covering numerous services and products will be on display on Thursday, May 10. “Keynote Speaker”Bryan Townsend is a humorist and motivational speaker from Eureka, Alabama. One of the few speakers to have been inducted into the Professional Speakers Hall of Fame, Bryan brings a strong message with down-home humor. Bryan’s message will be “Making Good Things Happen”. He will delve into improving your professional life, your civic life and your family life by dealing positively with interpersonal relationships. “Clinic Sessions”31 clinic sessions will be provided with presentations from the State Board of Accounts, ISBA, DLGF, IEERB, Indiana Public Retirement System, DOE, Indiana Department of Administration, Indiana State Personnel De-partment, Indiana School Safety Specialist Academy, Environmental Protection Agency, legal experts, and your peers. The full listing is attached. “Treasurer/Deputy Treasurer Round Tables”Four sessions will be presented on Thursday, May 10. The full listing is attached. “Guest Program”A special luncheon is planned for Thursday, May 10 for our guests. This is the perfect time to see old friends and make new ones. continued on page 6


Welcome IASBO New MembersRegion 1JULIE BOETTGERDierctor of Food & NutritionHammond JEAN GOGOLAKDeputy TreasurerHighland SHERRI MITCHELLDirector of Curriculum & InstructionHighland Region 2PAM BISHOPTreassurerJESSE VALERIE GILLESPIETreasurerUnion-North

Region 3CARMEN HUDSONTreasurerGreen-Sullivan Special Ed. Coop BENN JONESMaintenance DirectorHamiliton STACIE LOVELACEPayroll SecretaryGreen-Sullivan Special Ed. Coop KYLE SMITHDirector of TechnologyGarrett-Keyser-Butler Region 5JASON CALLAHANSuperintendentWabash City Region 6TIM EDSELLSuperintendentNortheastern Wayne

Region 7VALERIE BUCHANANExecutive DirectorWest Central IN Ed. Service Center CHRIS STITZLEAssistant SuperintendentSouthwest Region 8STEPHANIE BROWNPayroll SpecialistFranklin Township BARBARA ENLOWHR CoordinatorHamilton Southeastern Region 10JOHN MEHRLESuperintendentSouth Ripley

“Awards Banquet”Join us on Thursday evening as we honor our retirees, Past Presidents, Treasurer of the Year recipients, School Business Offi cial of the Year recipients, School Support Professional of the Year recipients, and John F. Young Lamplighter Award recipient.

“Annual Meeting Golf Outing”On Wednesday, May 9, the annual golf outing will be held on the Donald Ross Golf Course in French Lick. Registration materials can me found on the IASBO website.

“Housing in French Lick”Reservations can be made at the French Lick Springs Hotel by called 888-936-9360. Remember to tell them you want a room in the IASBO block.

The Indiana ASBO Professional Development Committee, IASBO Research Committees and Mark Miller have developed a terrifi c program for you in May and we encourage each one of you to be with us in French Lick. Help IASBO celebrate 66 years of service to Indiana’s public schools. Feel free to share this informa-tion with others in your school corporation who would benefi t from this professional development opportunity. Please contact Ella Adamson, Mark Miller or me if you have any questions regarding the Annual Meeting.

2012 IASBO Annual Meeting . . .


IASBO Platinum Sponsor . . .


2012 IASBO’s 66th Annual Meeting . . .

French Lick Springs Resort • French Lick, IndianaMay 9-11, 2012

“Route 66 – IASBO’s Road to Success”Wednesday, May 97:30 a.m. & 1:30 p.m. Golf Outing Donald Ross Golf Course

8:00 a.m. – 5:00 p.m. Registration Events Center First Floor Foyer

8:00 – 8:30 a.m. Pre-Conference Workshop & Certification Course Refreshment Break Events Center First Floor Foyer

8:30 a.m. – 11:30 a.m. Pre-Conference Workshops & Certification Courses Excel for Beginners – Ted Zembala, Business Manager, School City of Hobart Hickman Room

Compensation Model: How Performance Pay Will Work – Caitlin Teague, Field Specialist for Educator Effectiveness and Leadership, Indiana Department of Education, Stephanie Pittman, Treasurer, Bremen Public Schools, Marvin Ward, Business Manager, Brownsburg Community School Corporation; and, Jud Wolfe, Assistant Superintendent, Plainfield Community School Corporation Clifton Ballroom 1

RISE Evaluation and Development System – Tom Hunter, Superintendent, Tammy Williams, Director of Curriculum & Instruction, and Dave Strouse, Principal, Greensburg Community Schools Murdock Room

Transportation Administration – ADM117 (Certification Course) Guy Gentry, Manager of Transportation, Warrick County School Corporation Erwin Room

Collective Bargaining Strategy & Law – HR114 (Certification Course) Susan Traynor Chastain, Esq., Bose McKinney & Evans Taggart Room

11:30 a.m. – 1:00 p.m. Lunch for Pre-Conference Workshop & Certification Course Participants 1:30 p.m. – 4:30 p.m. Pre-Conference Workshops & Certification Courses

Excel: The Advanced Course – Ted Zembala, Business Manager, School City of Hobart Hickman Room

Compensation Model: How Performance Pay Will Work – Caitlin Teague, Field Specialist for Educator Effective-ness and Leadership, Indiana Department of Education, David Holt, Chief Financial Officer, MSD of Warren Township, Dennis Tackitt, Chief Financial Officer and David Marcotte, Chief Personnel Officer, MSD of Wayne Township, and Jim Hanna, Superintendent, Rossville Community School District Clifton Ballroom 1

Regs to Reality: Effective Implementation of a Teacher Evaluation Model - Mary Rehlander, Assistant Super-intendent of Human Resources, MSD of Warren Township, Mindy Schlegel, Senior Advisor for Teacher Quality, Indiana Department of Education Dickason Room

Crisis Management: Are You Ready? – Mason Gallmeyer, Food Service Coordinator, MSD Of Warren Township, David Woodward, Program Coordinator and Gary Green, Director of Student Services, Indiana School Safety Specialist Academy, and Rex Cook, Safety & Human Resources Coordinator, Mooresville Consolidated School Corporation Murdock Room

Accrual Accounting - A114 (Certification Course) – Tim Armstrong, Consultant, Educational Services Company Erwin Room

School Law & Administrative Rules Advanced - ADM112 (Certification Course)– Lisa Tanselle, Esq., Staff Attorney, Indiana School Boards Association Taggart Room

Clifton Ballroom 2


2:00 – 8:00 p.m. Exhibit Set-Up/Registration Sports Center

5:30 – 7:00 p.m. Opening Mixer Upper Gardens(Sponsored by IASBO Gold Sponsors – Boyce Systems/Komputrol and TrustINdiana)

Thursday, May 106:00 – 8:00 a.m. Breakfast Colonnade Grand Buffet

(Sponsored by IASBO Platinum Sponsors –Performance Services and American Fidelity Assurance Company)

7:00 – 8:15 a.m. Registration Events Center First Floor Foyer

8:15 – 9:30 a.m. Opening Session Clifton Ballroom • Presiding: Fred McWhorter II, IASBO President • National Anthem: Springs Valley High School Ensemble • Invocation • IASBO Memorial Service • Introduction of Guests • Introduction of 2011-12 IASBO Board of Directors • Recognition of IASBO Sponsors • Recognition of IASBO Certification Program Participants • Recognition of Years of Service Award Recipients • State of the Profession: Fred McWhorter II, IASBO President, Chief Business Officer, New Albany-Floyd County CSC • Message from ASBO International: Terrie Simmons, ASBO International Director, Assistant Superintendent of Business & Finance, Sunset Ridge School District 29, Northfield, Illinois • IASBO Foundation Scholarship Awards: Lynn Kwilasz, IASBO President-Elect, Chief Financial Officer, Valparaiso Community Schools • Nominating Committee Report: Loren Evans, IASBO Immediate Past President, Director of Business & Technology, MSD of Mt. Vernon • Election of Officers • Keynote Address Bryan Townsend, Eureka, Alabama “Making Good Things Happen”

(Keynote Address Sponsored by IASBO Platinum Sponsors – Performance Services and American Fidelity Assurance Company)

9:45 a.m. – Noon Exhibits Open Sports Center



10:00 – 11:10 a.m. Treasurer/Deputy Treasurer Round Tables (Choose 2 of the following 30-minute sessions)Indiana Public Retirement System Update – Carl Bright, Indiana Public Retirement System Taggart Room

Textbook Rental, Educational Technology and Fees – Jerry Hawkins, Coordinator of Business Affairs/Treasurer, Goshen Community Schools and Leslie Rittenhouse, Treasurer, Yorktown Community Schools Erwin Room

K12 Indiana Purchasing Update – Barney Summers, Cooperative Purchasing Coordinator, Central Indiana Educational Service Center and Kurt Novotny, OneIndiana Project Manager, Indiana Department of Administration.

Dickason Room

Records Retention Review – Marsha Bohannon, Treasurer, Westfield-Washington Schools Murdock Room

Noon – 1:00 p.m. Lunch Windsor Ballroom II & III

Noon – 1:00 p.m. Guest Luncheon Clifton Terrace

1:00 – 3:00 p.m. Exhibits Open Sports Center

3:15 p.m. – 4:15 p.m. Clinic SessionsState Board of Accounts: An Update – Tammy Baker and Ryan Preston, Supervisors of Audits,

Indiana State Board of Accounts Clifton Ballroom 1

Budget Forms Submission Via the Gateway Program – Colby Shank, Indiana Department of Local Government Finance Clifton Ballroom 2

What’s the Latest Regarding Indoor Air Quality? – Ron Clark, Indiana State Board of Health, Steve Hobgood, Director of Facilities, Greater Clark Community Schools, and Greg Schroeder, Director of Buildings and Grounds, Warsaw Community Schools Hickman Room

An Update from the Indiana Public Retirement System – Gretchen Billmeier, Indiana Public Retirement System Murdock Room

Best Practices for Health Insurance Cost Containments – Susanne Goldberg, Benefits Specialist/Asst. Business Mgr, MSD Wayne Township, Bill Mallers, Business Manager, Northwest Allen County Schools, Dan Sichting, Su-perintendent, Bloomfield School District, Jeff Stephens, Superintendent, DeKalb County Eastern CSD, and Vaughn Sylva, Assistant Superintendent for Business Services, Bartholomew Community School Corporation Taggart Room

How to Use DOE’s Learning Connection – John Keller, Assistant Superintendent for Technology and James Rodman, Product Manager, Indiana Department of Education Erwin Room

4:30 p.m. – 5:30 p.m. Clinic SessionsBudget Forms Submission Via the Gateway Program – Colby Shank, Indiana Department of Local Government Finance Clifton Ballroom 2

Energy Benchmarking – Ian Hadden, Energy/Sustainability Series Manager, Fanning Howey, Ron Farrand, Director of Facilities and Transportation, Carmel Clay Schools, and Representative from the Environmental Protection Agency Hickman Room

Collective Bargaining: Future Issues and Strategies – Susan Traynor Chastain, Esq., Bose McKinney & Evans Clifton Ballroom 1



Preparing For a State Board of Accounts Audit – Karen Zackfia, Director of Business and Financial Services, North Newton School Corporation and Amanda Brackett, Supervisor of Business Services,

MSD of Washington Township Murdock Room Revenue Enhancements Cracker Barrel – Moderator: Tom Dykiel, Business & Personnel Manager, Tri-Creek School Corporation Taggart Room

The Pros and Cons of a Balanced School Calendar: The Practical Aspects - Mary Rehlander, Assistant Superintendent of Human Resources, MSD of Warren Township, Tom Little, Superintendent, MSD Perry Township, Jodi Gordon, Director of Human Resources, Brownsburg Community School Corporation, Linda

Searles, Chief Financial Officer, MSD of Pike Township Erwin Room

6:30 – 8:30 p.m. Award’s Banquet Windsor Ballroom I & II(Sponsored by IASBO Platinum Sponsors – Performance Services and American Fidelity Assurance Company)

• Presiding: Fred McWhorter II, IASBO President • Invocation • Recognition of Past Presidents • Recognition of Retiring Members • Treasurer of the Year Awards • School Business Official of the Year Awards • School Support Professional of the Year Awards • John F. Young Lamplighter Award

Friday, May 116:30 – 8:00 a.m. Breakfast Colonnade Grand Buffet

(Sponsored by IASBO Platinum Sponsors – Performance Services and American Fidelity Assurance Company)7:00 – 8:00 a.m. Research Committee Meetings Colonnade Grand Buffet

8:15 – 9:15 a.m. Clinic SessionsState Board of Accounts: An Update – Tammy Baker and Ryan Preston, Supervisors of Audits, Indiana State Board of Accounts Clifton Ballroom 1 Indiana Education Employment Relations Board: How the New Bargaining System is Working – Michael McConnell, Chairman and Marlin Creasy, Consultant, Indiana Education Employment Relations Board and Andrew Kossack, General Council, DOE Taggart Room Contracted Services for Facilities – Pat Casey, Manager of Maintenance and Operations, Fort Wayne Community School Corporation, Gary Jenkins, Director of Building and Grounds, Tippecanoe School Corporation, and Nick Verhoff, Director of Business, Westfield-Washington Schools Erwin Room

HEA 1260 Requirements: Making Sure You Are In Compliance – Christy Tittle, and Jon Darrow, Indiana State Personnel Department Hickman Room

Navigating Construction Finance – Jane Herndon, Esq., Ice Miller Murdock Room

Preparing Your Budget in the Gateway Era – Brock Bowsher, Director of Finance and Operations, Avon Com-munity School Corporation, Loren Evans, Director of Business and Technology, MSD of Mt. Vernon, Kim Fox, Chief Financial Officer, Tippecanoe School Corporation, Bob Harris, Executive Director, Educational Services Company, Jud Wolfe, Assistant Superintendent, Plainfield Community School Corporation Clifton Ballroom 2



9:30 – 10:30 a.m. Clinic SessionsSchool Law Issues for the School Business Official – Dave Emmert, Esq., General Counsel, Indiana School Boards Association Clifton Ballroom 1

Update from the DOE Office of School Finance – Melissa Ambre, Director of the Office of School Finance, Indiana Department of Education Clifton Ballroom 2

Indiana Education Employment Relations Board: How the New Bargaining System is Working – Michael McConnell, Chairman and Marlin Creasy, Consultant, Indiana Education Employment Relations Board and Andrew Kossack, General Council, DOE Taggart Room Code Inspections: Fire Marshall, State Board of Health, and Everybody Else – Pat Casey, Manager of Maintenance and Operations, Fort Wayne Community School Corporation Erwin Room

How To Deal with the Media: Electronic, Print, Social – Clyde Lee and Diane Willis, Consultants, Lee/Willis Communications Hickman Room

Best Practices for Risk Management – Yolanda Washington, Safer Schools Specialist, Indiana Insurance Company Murdock Room

10;30 – 11:00 a.m. Break/Hotel Check-Out Time Events Center First Floor Foyer

11:00 a.m. – Noon Clinic SessionsSchool Law Issues for the School Business Official – Dave Emmert, Esq., General Counsel, Indiana School Boards Association Clifton Ballroom 1

Update from the DOE Office of School Finance – Melissa Ambre, Director of the Office of School Finance, Indiana Department of Education Clifton Ballroom 2

How to Maintain Facilities with Declining Capital Project Fund Monies – Bud Smith, Havel Brothers and Craig Kantner and Brennen Baker, Moisture Management Erwin Room

How to Deal with the Media: Electronic, Print, Social – Clyde Lee and Diane Willis, Consultants, Lee/Willis Communications Hickman Room

Family Medical Leave Act: An Update and Overview of FMLA – Karen Glasser Sharp, Esq., Bose McKinney & Evans Dickason Room

Best Practices for Risk Management – Yolanda Washington, Safer Schools Specialist, Indiana Insurance Murdock RoomCollective Bargaining: Future Issues and Strategies – Susan Traynor Chastain, Esq., Bose McKinney & Evans Taggart Room

12:15 – 1:15 p.m. Closing Lunch Windsor Ballroom I & II

• Presiding: Lynn Kwilasz, IASBO President-Elect, Chief Financial Officer, Valparaiso Community School Corporation • Invocation • Treasurer’s Report: Janet Gruwell, IASBO Treasurer, Business Manager, Concord Community Schools • Constitution & By-Laws Committee Report: Kim Fox, Committee Chair, Chief Financial Officer, Tippecanoe School Corporation • Executive Director’s Report: Dennis Costerison, IASBO Executive Director • Awarding of Door Prizes




IASBO Certification CoursesApril 18

Indiana ASBO will sponsor two certification courses on April 18 at Primo West in Plainfield. The registration form for the courses is attached and will be on the IASBO web site tomorrow. The agenda for the day is as follows: 8:30 a.m. Registration 9:00 a.m. Governance & Operational Relationships (F130)

An in-depth look at school governance and the interactions between various school corporation departments will be the focus of the course.Governance topics will include: the legal powers of the state vs. the local school board; board policy vs. administrative procedures; and legal and interpersonal relationships between school board members, the superintendent, the staff, and the public. The course will also explore the formal and informal interactions that exist between the administrative and operational offices with-in a school corpo-ration (school principal, business office, personnel office, transportation, school food and nutrition program, buildings and grounds, and the technology depart-ment).Instructor: J.T. Coopman, Director of Community & Governmental Relations, Education Networks of AmericaRequired: Facility Directors, Human Resources Directors. Elective: Chief Busi-ness Officer, Assistant Chief Business Officer, Business Office Specialist

Noon Lunch 1:00 p.m. Maintenance Operations (BG120)

The course will provide an overview of maintenance operations including: an emphasis on preventive maintenance, scheduling and staffing, work order track-ing systems, and service contracts. Safety practices and procedures for mainte-nance personnel will be emphasized.Instructor: Robyn Maynard, Facility Services Manager, Brownsburg Community School CorporationRequired: Facility Directors Elective: Chief Business Officers, Assistant Chief Business Officers, Business Office Specialists, Human Resources Directors

4:00 p.m. Adjournment

Please check your portfolios to see if you need one or both of these courses.


IASBO Certification Program Registration Form

Governance & Operational Relationships (F130) Maintenance Operations (BG120)

Wednesday, April 18, 2012

Primo West Plainfield, IN

Corporation _________________________________________________________________ Phone or email _______________________________________________________________

Certification Classes _____Governance & Operational Relationships (F130), (4/18/12, 9am-12noon) _____Maintenance Operations (BG120), (4/18/12, 1pm-4pm) Will you be joining us for lunch on: Wednesday, April 18? _____ Yes _____ No

Name/Title

IASBO Member $70 per class; $140 for both

classes

Enclosed is a check Please bill the corporation (PO#_______)

Please return this form to: IASBO

One N. Capitol Ave., Suite 1215 Indianapolis, IN 46204-2095

317-639-3586 317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by April 11, 2012.


REGIONAL IASBO AWARD RECIPIENTS

The ballots have been tabulated for the IASBO regional awards program. The following individu-als will be honored at the IASBO Annual Meeting in French Lick on Thursday, May 10 during the Awards Banquet. The IASBO Awards Committee will meet via conference call on March 23 to determine the state-wide recipients. IASBO congratulates all of the regional recipients.

Treasurer of the YearRegion 1 Sharon Qualkenbush, Portage TownshipRegion 2 Debra Rubesha, Union-NorthRegion 3 Barbara Fought, West NobleRegion 4 Tracy Albertson, Benton CommunityRegion 5 Tina Bonifant, MaconaquahRegion 6 Diana Dull, Monroe CentralRegion 7 Emily Richart, Richland Bean BlossomRegion 8 Sandy London, Center GroveRegion 9 Marlene Fisher, North GibsonRegion 10 Donna Taylor, New Albany Floyd County School Business of the YearRegion 1 Alesia Pritchett, GaryRegion 2 Denise Seger, Penn-Harris-MadisonRegion 3 Kirby Stahly, East AllenRegion 4 Carol Deardorff, Kankakee ValleyRegion 5 Jim McWhirt, MarionRegion 6 Shane Robbins, Monroe CentralRegion 7 Randy Roberts, Spencer-OwenRegion 8 Joe Licata, MSD Washington TownshipRegion 9 Peggy Smith, North KnoxRegion 10 Nancy Lumley, Seymour School Support Professional of the YearRegion 1 Diane Sprehe, Crown PointRegion 2 Pat Billey, BaugoRegion 3 Rodney Rathge, Fort WayneRegion 4 Susan DeLong, TippecanoeRegion 5 Michelle Haus, TaylorRegion 6 Cindy Perry, Monroe CentralRegion 7 Carolyn Kumpf, Clay CommunityRegion 8 Jeana McGriffin, PlainfieldRegion 9 Chad Schenck, Southwest DuboisRegion 10 Donna Mullins, Greater Clark


Indiana Association of School Business Officials 66th Annual Meeting French Lick, Indiana

IASBO Annual Golf Outing Wednesday, May 9, 2012

Donald Ross Golf Club soft spikes, collared shirt, and golf shorts or slacks required

Plan to join your friends at the Donald Ross Course in French Lick for 18 holes of competition and fun. Details of the golf outing are as follows: Date: Wednesday, May 9, 2012

Place: Donald Ross Course, located 2 miles south of the French Lick Springs Hotel on State Road 56.

Time: Shotgun starts at 7:30 am and 1:30 pm (Please arrive 30 min. before tee time.)

Cost: $84 per person, which includes green fees and cart Format: Florida Scramble

Lunch: 11:30 am – 2:00 pm provided by ____________________ If you wish to play, please complete the information below and mail it, along with a check for the entire cost of the outing, to Denny Costerison, IASBO, One N. Capitol Ave., Suite 1215, Indianapolis, IN 46204. Make check payable to “Indiana ASBO”.

IASBO Golf Outing Wednesday, May 9, 2012 The following individuals plan to participate in the IASBO Golf Outing: Name: __________________________________ Name: ___________________________________ Corporation: _____________________________ Corporation: ______________________________ Name: __________________________________ Name: ___________________________________ Corporation: _____________________________ Corporation: ______________________________ Indicate Starting Time: 7:30 am 1:30 pm Please return by April 23, 2012 to: Denny Costerison IASBO One N. Capitol Ave., Suite 1215 Indianapolis, IN 46204

PLEASE MAIL ALL GREEN

FEES WITH THE REGISTRATION FORM.

SPOTS CANNOT BE BOOKED WITHOUT FULL

PAYMENT.


OverviewIt seems that technology makes advances al-most daily. Rather than shy away, invest some time to determine which Web-based tools-some you probably already use in your personal life - can be put to your advantage at work, helping you and your colleagues to stay organized, up-to-date, and on task.

The Tech-Savvy School Business Official:Productivity in the Disrupted Workplace(School Business Minute . . . from Association of School Business Officials International)

In This MinuteThe various boundaries of the “traditional work-

place” are compared to the modern-day, rapidly evolving “disrupted workplace.” Web-based tools allow real-time calibration regardless of location, positively impacting productivity. These tools all have free levels of service and should be evaluated to determine which best meet individual needs.

Talking PointsInformation is received in a variety of ways. It must

then be managed and shared in ways that make sense and don’t overwhelm all who are involved.

- Taking information in: Email is increasingly considered “old-fashioned” in light of a rising num-ber of communications through social networks. RSS readers, or news readers, allow subscribers to receive, manager, and share updates from Web-based sources. This can be a powerful tool and time saver, especially when users prioritize elements in folders.

Facebook, while controversial due to security and privacy issues in some districts, is another way to stream content from preferred Websites while LinkenIn permits users to connect with other pro-fessions. In addition to begin a terrific source for breaking news, Twitter is an effective way to share a conversation thanks to the creation of hashtags, desig-nated by # followed by a keyword, i.e., #AME12.

- Managing information: There is increased use of services that simplify the management of information

in various forms. Evernote and Microsoft® OneNote allow users to access and synchronize notes across multiple devices. Remember the Milk is used to con-vert and/or attach information to tasks that need to be delegated or shared. Tungle.me is a tool that permits the scheduling of meetings and other events. Google Docs is a popular way to create and edit online docu-ments while collaborating in real time with other us-ers. Dropbox is another great way to store documents “in the cloud” and is especially helpful to those with iPads, which don’t have USB ports.

- Collaborating: School networks and online groups allow for sharing and interacting asynchronously or in real time. VoLP, instant messaging, Skype, and Google+ also permit real time text, audio, and video conversations. In addition to document sharing, you can even allow others to see your desktop through services like Join.me.

- Pulling it all together: Create a start page, which is a Web page customized with various “gadgets” or “widgets” for your selected services, giving you a global view and access to information. Customize your Web browser - Firefox and chrome have become more popular than Internet Explorer - with book marks, “add-ons,” or “extensions” to allow multiple tabs to open and be ready for simultaneous use. Con-sider using a smartphone or tablet to keep your infor-mation portable.

What’s Next?Some may be daunted to begin their exploration of

these tools because there are so man of them (only a few were discussed here), and they do tend to change regularly. Services available today may be obsolete down the road.

Consider email. The goal of many is to achieve “Inbox Zero” - an empty email box. Emails tend to pile up quickly, and getting through them has become a chore. Taskforce is an application that saves time by turning emails into tasks. You can also create filters to manager and prioritize email.

Sometimes the biggest challenge is knowing what options are available and figuring out which ones will


best suit your needs. In addition, these services are in a perpetual state of upgrades, which is important to keep track of since you never know when the next improvement will be just what you wanted!

Another concern is keeping track of different usernames and passwords when choosing different services. There’s even a solution to that: When you create an account with Keepass, it provides you with one master username and password that can be used with all selected applications.

Privacy and security concerns continue, with restrictions varying in different areas. But as these services become more commonplace, policies will need to be revisited.

Plan now to attend . . .IASBO Annual Meeting

Events Center, French Lick

May 9-11, 2012 Certification Courses• School Law & Administrative Rules – Advanced• Collective Bargaining Strategy & Law• Accrual Accounting• Transportation Administration

But these tools are the future, and most have been created to be intuitive in their use. By taking some time to explore different options, you will likely save far more time down the road.

Q&AIf you’ve been waiting to take the technical plunge,

there’s no time like the present. Check out the ses-sions’s talking points, created in Evernote, an online service that stores and archives notes (formatted text, Webpages, photos, voice memos): www.evernote.com/pub/mmcardinale/productivityinthedisrupted-workplace.

The Tech-Savvy School Business Official:Productivity in the Disrupted Workplacecontinued . . .


Administrator AssistanceSteven R. Wittenauer35 Adeway CourtWest Lafayette, IN 47906Bus: (765) [email protected] to administrative challenges

Alliance Environmental Group, Inc.Michelle Wilmouth5340 Commerce Circle, Suite EIndianapolis, IN 46237(317) 865-3400 Fax (317) [email protected] management staff providing environmental solutions with outstanding customer service.

American Fidelity Assurance CompanyKim Pugliese8435 Georgetown Rd Ste 1100Indianapolis IN 46268(317) 871-2480 Fax (317) 871-2490 [email protected] 125 administration, dependent au-dit verifi cation, 403(b), group & voluntary products.

Anthem Blue Cross & Blue ShieldBill Burris220 Virginia Ave.Indianapolis, IN 46204(317) 287-5782 Fax (317) [email protected] health benefi t programs focused on wellness and preventative care, includ-ing consumer driven health plans.

Arthur J. Gallagher Risk Management Services, Inc.Michael McHughThe Gallagher CentreTwo Pierce PlaceItasca, IL 60143-3141(630) 285-4373 Fax (630) [email protected] property/casualty, workers com-pensation, employee based student accident coverages for K-12 & charter schools.

AssetWorks Appraisal, Inc.Eric Scapillato4955 Steubenville Pike, Suite 401Pittsburgh, PA 15205(412) 809-0600 Fax (412) [email protected] asset inventory and valuation fi rm specializing in GASB 34 compliance & property insurance reporting.

Atlas Collections, Inc.Al Holdren420 W. Washington StreetMuncie, IN 47305(765) 751-3209 Fax (765) [email protected] & fees collection services

AXA Advisors-EquitableRobert W. Turner8720 Castle Creek Pkwy., Suite 231Indianapolis, IN 46250(317) 558-3602 Fax (317) [email protected]: Retirement/investment planning with administrators, educators and staff.

Bank of New York Mellon Trust Co., N.A., TheBob Kocher300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) 637-7777 Fax (317) [email protected] leading provider of bond trustee, paying agent and investment services for school corporations.

Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) 231-7753 Fax (317) [email protected] bond, labor and other attorney services to Indiana school corporations.

Barton-Coe-Vilamaa Architects & Engineers, Inc.Brad Stoller225 Airport North Offi ce ParkFort Wayne, IN 46825(260) 489-9079 Fax (260) [email protected] 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.

Beck Studios, Inc.Cathie Haverkamp1001 Tech DriveMilford, OH 45150(513) 831-6650 Fax (513) [email protected] rigging, drapery, lighting

Blakley Corporation, TheTom Cartmell8060 E. 88th St.Indianapolis, IN 46256(317) 576-8368 Fax (317) [email protected] fl ooring, terrazzo restoration, carpet, VCT, polished concrete, budget numbers and design consulting.

Bookkeeping Plus, Inc.Beth Reynolds232 E. McClarnon DriveGreenfi eld, IN 46140(317) 462-2049 Fax (317) [email protected] Service

Bose McKinney & EvansChuck Rubright111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) 684-5000 Fax (317) [email protected] K-12 school districts in labor disputes, special education, public fi nance, construction projects and insurance trusts.

Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) 664-7400 Fax (317) [email protected]“Komputrol” fi nancial siftware, “K-Time” time keeping application, on line paystub and business forms printing.

Business FurnitureRebecca Dean / Dainen Tolman6102 Victory WayIndianapolis, IN 46278(317) 216-1600 Fax (317) [email protected] for classrooms, offi ces, libraries, social spaces, interactive whiteboards, whiteboards, interior design & installation services.

ChaseSherry A. DietzenSuite IN1 - 00451 East Ohio St, 4th Fl TowerIndianapolis, IN 46277-0045(317) 767-8337 Fax (317) [email protected] team of experienced relationship manag-ers to serve the needs of local and state Government. Distinguished by strongcustomer relationships, quality products and excellent service.

Church Church Hittle & AntrimDavid Day938 Conner St.; PO Box 10Noblesville, IN 46061(317) 773-2190 www.cchalaw.com

City Securities CorporationRandy Ruhl30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) 808-7102 Fax (317) [email protected]’s largest independently owned investment banking fi rm specializing in fi nancial consulting and bond underwriting.

Connection Point Benefi tsMichael W. SteelePO Box 146Pittsboro, IN 46167(317) 852-5707 Fax (317) 286-2608mike@connectionpointbenefi ts.comWe specialize in core benefi t communica-tions & enrollment assistance, Section 125 and voluntary benefi t enrollments.

CorVel CorporationSally Ferguson301 Pennsylvania Parkway, Suite 200Indianapolis, IN 46280317-819-6300 Fax [email protected] offers workers compensation & liability TPA services that reduce costs for clients.

Cripe Architects + EngineersBruce Breeden3939 Priority Way South Dr., Suite 400Indianapolis, IN 46240(317) 844-6777 Fax (317) [email protected] and engineering design services for schools of the future.

CSO ArchitectsRosemary Rehak280 E. 96th Street, Suite 100Indianapolis, IN 46240(317) 848-7800 Fax (317) [email protected] for state-of-the art 21st century educational facilities renovation or new construction.

Descon, Inc.Jeanna DeSutter108 E. College Ave.Brownsburg, IN 46112(317) 852-6300 Fax (317) [email protected] provides unique foodservice solu-tions through consulting and products to increase participation & revenue.

Downey InsurancePatrick Downey302 S. Reed Rd.PO Box 1247Kokomo, IN 46903(765) 457-9161 Fax (765) [email protected] and risk management for Indiana public entities including school corporations.

Dunn and Associates Benefi t AdministratorsCathy Dunn4550 Middle Rd., Suite AColumbus, IN 47203(812) 378-9960 Fax (812) 378-9967Cdunn@dunnbenefi t.comThird Party Administrators specializing in medical stop loss, life insurance, workers compensation and disability coverage.

E&I Cooperative PurchasingRoger Cooper12608 E. 86th St.Indianapolis, IN 46236(317) 823-4252 Fax (317) [email protected] 100 competitively awarded contracts from top suppliers. Technology, MRO, furniture, offi ce supplies and more.

Education Networks of AmericaMerle Gruesser320 N. Meridian St., Suite 118Indianapolis, IN 46204(317) 612-2850 Fax (317) [email protected] provides managed network & com-munications services to customers in educa-tion, library and government sectors.

Educational Services CompanyBob Harris3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) 818-3535 Fax (317) [email protected] Services Company has been providing Indiana schools with a full scope of educational management servicessince 1989.

EMCOR Construction ServicesJ. Scott Wood5128 W. 79th St.Indianapolis, IN 46268(317) 822-7895 Fax (260) [email protected] and build construction services, energy management guaranteed energy savings contracts, building operatingservices.

IASBO Business Associate Members


Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) 228-3676 Fax (317) [email protected] Services

Envoy, Inc.John Barbee6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) 594-4600 Fax (317) [email protected] of capital projects for Indiana School Corporations.

Ergo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) 457-8020 Fax (574) [email protected] and human resource consult-ing services, OSHA, EPA, and indoor air quality program assistance.

Fanning/Howey Associates, Inc.Daniel Mader9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) 848-0966 Fax (317) [email protected]/Engineers widely credited with setting new standards in fl exible and in-novative school design.

Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) 383-2668 Fax (317) [email protected] municipal services for school corporations, including municipal leasing, investment management and depositoryservices.

Fifth Third Securities Inc.Steven A. MenoSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) 383-2364 Fax (317) [email protected] underwriting and fi nancial services, bond refi nancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Fink Forms, Inc.Charles Fink429 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) 489-7149 Fax (260) 489-8253dchase@fi nkforms.comComputerized state budget forms linked in an Excel spreadsheet.

GCA Services GroupRob Miller1350 Euclid Ave.Cleveland, OH 44115(888) 588-0863 Fax (865) [email protected], facilities operations mainte-nance and grounds management services.

Gibraltar Design, Inc.Alex Nelson9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) 580-5777 Fax: (317) [email protected] Design is an Architectural and Engineering fi rm focused on quality and cost-effective educational facilitysolutions.

Group Alternatives, Inc.Gary J. Gabel650 E. Algonquin Road, Suite 301Schaumburg, IL 60173(888) 777-9363 Fax (847) [email protected], innovative and cost effective employee benefi t consulting services.

GSF USA, Inc.Sallie Jones107 S. Pennsylvania St., Suite 300Indianapolis, IN 46204(317) 262-4959 Fax (317) 262-4956 [email protected] service commercial cleaning company.

Harris Bank, N.A.Katie Aeschliman135 N. Pennsylvania, Suite 900Indianapolis, IN 46204(317) 269-1376 [email protected] Bank provides banking & fi nancial solutions to government, education & non-for-profi t organizations.

Hilliard LyonsDavid Wimmer14390 Clay Terrace Blvd., Suite 241Carmel, IN 46032(317) 848-5609 Fax (317) [email protected] underwriting services for Indiana school corporations.

Horace Mann CompaniesJoanne Holman301 E. Carmel Drive, Suite G300-002Carmel, IN 46032(317) 435-3682We specialize in providing 403 (b), Section 125 and auto insurance payroll deductions to school employees.

HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(269) 795-3308 Fax (269) [email protected], super-regional group pur-chasing organization that provides competi-tive contracts, dealership pricing onfurniture & equipment complemented by interior design, supporting the membership’s bottom line.

Huntington National BankMichael Gilmore45 N. Pennsylvania StreetIndianapolis, IN 46204(317) 237-2504 Fax (317) [email protected], loans, investment, lockbox and treasury management services.

Ice Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) 236-2437 Fax (317) [email protected] school construction and cash fl ow fi nancing; referendum, employee benefi ts and other related legal services.

Indiana Bond BankRon Mangus10 W. Market St., Suite 2980Indianapolis, IN 46204(317) 233-0090 Fax (317) [email protected] local units of government in the pro-cess of issuing debt and lease purchasing.

Indiana Schools Educational Service CenterStan Murray11555 N. Meridian St., #100Carmel, IN 46032(317) 575-4440 Fax (317) 575-4454 [email protected] ISESC program permitting Indiana Educational Service Centers to establish risk funding TRUST to benefi tIndiana public schools.

Indiana Testing Inc.Norb Fehrman881 S. Girls School Rd.Indianapolis, IN 46213(800) 295-2587 Fax (317) [email protected] drug testing and compliance pro-grams to all 92 counties in Indiana.

Industrial Appraisal CompanyJim Karagianis635 Butterfi eld Rd, #305Oakbrook Terrace, IL 60181(630) 827-0280 Fax (630) [email protected] and fi xed asset appraisals for insurance & accounting purposes includ-ing GASB 34 compliance.

Infrared Services, Inc.Dave Davis5730 Falls Drive Suite 100Fort Wayne, IN 46804(260) 432-0912 Fax (260) [email protected] Inspections: roof moisture surveys, electrical predictive maintenance, building envelope studies (energy savings).

INGTodd Bertsch26957 Northwestern Hwy, Ste 150Southfi eld, MI 48033(248) 208-6031 Fax (248) [email protected] is a leading provider of retirement products and administrative services in the Education marketplace.

InterDesignDaniel D. RawlinsCompany: InterDesign141 E. Ohio St.Indianapolis, IN 46204(317) 263-9655 Fax (317) [email protected] Indiana School Corporations with Planning, Architecture, and Design Criteria services for over 30 years.

Interface FLOR CommercialLarry Boyle6004 Clearview DriveCarmel, IN 46033(317) 445-2813 Fax (317) 574-0002larry.boyle@interfacefl or.comInterface FLOR i2 modular carpet, mergeable dyelot, lifetime antimicrobial intersept, no mold warranty with recycledsolution dyed nylon & backing.

J & D TurfJamie Mehringer12840 Ford DriveFishers, IN 46038(317) 359-1185 Fax (317) [email protected]’s only full-service turf consulting, product and maintenance company.

KeyBankGinny Rabbitt10 W. Market St, Suite 900Indianapolis, IN 46204(317) 464-8448 Fax (317) [email protected] Bank provides quality fi nancial ser-vices to public sector clients.

KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) 770-7300 Fax (317) [email protected], layouts, installation for the education market.

Kovert Hawkins Architects, Inc.Hal Kovert630 Walnut St.Jeffersonville, IN 47130(812) 282-9554 Fax (812) [email protected] facilities planning, architec-ture, interior design, innovative energy conservation...with personalized service.

LANAIR Group, LLCCarrie Cate-Clements1158 Lincolnway, Suite 3Valparaiso, IN 46385(219) 510-5598 Fax (219) 979-9427 [email protected] effective IT solutions: virtualiza-tion, hosting, IT security, IP telephony, outsourcing, consulting and network assessments.



London Witte Group, LLCJim HigginsOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) 634-4747 Fax (317) [email protected] provides comprehensive budgeting, capital planning, debt management and post compliance services to Indianaschools.

Lorenz Williams Clinton, Inc.Gary Turner4440 Garwood PlaceRichmond, IN 47374(765) 966-3546 Fax (765) [email protected] provides comprehensive design ser-vices-architecture, planning & engineering.

Low Associates, Inc.Kelly E. Low210 N. Ironwood Dr.South Bend, IN 46615(574) 234-7240 Fax (574) [email protected] 30 years of providing Indiana schools with fi nancial computer software.

Martin Riley Architects/EngineersJack Daniel, John Boerger221 W Baker StreetFort Wayne, IN 46802(260) 422-7994 Fax (260) [email protected] & engineering for new con-struction or renovations; building envelope specialists; planning & studies for K-12 education.

Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(630) 470-9176 Fax (630) [email protected] coop administration, procurement services, and budget management.

Melsernet, Inc.Serge Melki310 N. Alabama St., Suite B100Indianapolis, IN 46204(317) 624-1621 Fax (317) [email protected] communications equipment-network installation and design-internet security.

Midwest Transit Equipment of Indiana Inc.Jeff Burlison4500 S. Indianapolis Rd.Whitestown, IN 46075(317) 769-2546 Fax (317) [email protected] and used bus sales. Full service repair and body shop parts for all buses.

MillikenCarpetJoe Salerno13945 Brisbane Dr.Fishers, IN 46038Bus: (317) [email protected] environmentally friendly producer of severe wear rated modular carpet tile.

Moisture ManagementBrennen Baker10106 Brook’s School RoadSuite #200Fishers, IN 46037(317) 577-0910 Fax (317) [email protected] envelope moisture infi ltration issues: including Roofi ng, Waterproofi ng, Mold & fl ood damage restoration.

MSKTD Architects Engineers InteriorsMark Joseph and Jon Rowe1715 Magnavox WayFort Wayne, IN 46804(260) 432-9337 Fax (260) [email protected] in 1978, full-service architec-tural, engineering and interior design fi rm, Fort Wayne and Indianapolis.

National Insurance ServicesChris Cazares & Carol Johnson11350 N Meridian Street, Suite 120Carmel, IN 46032(317) 846-9202 Fax (317) 846-9144ccazares@nisbenefi ts.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.

Odle McGuire Shook CorporationMatt Mayol429 N. Pennsylvania Street, Suite 403Indianapolis, IN 46204(317) 842-0000 Fax (317) [email protected]/Engineering/Master Plan-ning/Interior Design/Landscape Architec-ture/Technology Design.

Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) 713-1750 Fax (317) [email protected], guaranteed savings con-tracts, geothermal, and wind power.

PNC BankFrancis A. Kelley101 W. Washington St. Ste. 200EIndianapolis, IN 46255(317) 267-7920 Fax (317) [email protected] fi nancial products and services to schools, to include treasury management, leasing and investment management.

Raymond JamesLinda Matkowski550 W. Washington, Suite 1650Chicago, IL 60661(312) 612-7814 Fax (312) [email protected] James is a premier fi nancial ser-vices fi rm specializing in bond underwrit-ing for Indiana school districts.

RE Sutton & Associates, LLCRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) 574-5002 Fax (317) [email protected] benefi t consultants specializing in Indiana public school corporations.

Regional Data Services, Inc.Andy Kapitan1260 Arrowhead CourtCrown Point, IN 46307-8222(219) 661-3200 Fax (219) [email protected] based software provider special-izing in administative and web based software for over 25 years.

Regions Bank - Corporate TrustJohn AlexanderOne Indiana Square, Suite 115Indianapolis, IN 46204(317) 221-6275 Fax (317) 221-6010John. [email protected] is a full service bank offering a complete line of Corporate Trust Services.

Ross Sinclaire & Associates LLCDr. Suellen Reed8395 Keystone Crossing, Suite 101Indianapolis, IN 46240(800) 255-0795 Fax (502) [email protected] fi nance for schools, counties, cities and special districts.

RQAW CorporationTerry W. Lancer10401 North Meridian St., Suite 401Indianapolis, IN 46290(317) 815-7200 Fax (317) [email protected] and Engineering

Salin Bank and Trust CompanyLaura Ault8455 Keystone Crossing DriveIndianapolis, IN 46240(317) 452-8017 Fax (317) [email protected] Services

Schmidt Associates, Inc.Ben Bain320 E Vermont StreetIndianapolis, IN 46204(317) 263-6226 Fax (317) [email protected] Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.

School Dude.comBrian CruzP.O. Box 331 New York, NY(877) 868-3833 Fax (866) 266-0417 [email protected] online management tools designed for facilities, business and IT operations in education.

Security Benefi tJohn N. FerencePO Box 41296Brecksville, OH 44141(877) 546-0951 Fax (440) 546-4986john.ference@securitybenefi t.comVEBA, retirement plans & programs, mu-tual funds, annuities & service technology.

Shanahan & Shanahan LLPJames A. Shanahan609 Treybourne Dr., Suite CGreenwood, IN 46142(312) 263-0607 Fax (312) [email protected] counsel services on school fi nancing issues.

Siemens Industry, Inc.Scott Black6200 Technology DriveIndianapolis, IN 46278(317) 293-8880 Fax (866) [email protected] offers performance contracting, energy effi ciency, building automation, security, fi re safety, and building solutons.

Skillman Corporation, TheTammy Haenlein3834 S Emerson AvenueIndianapolis, IN 46203(317) 783-6151 Fax (317) [email protected] Administration & Construction Management

Skyward, Inc.Jeff Rice5233 Coye DriveStevens Point, WI 54481(715) 341-9406 Fax (715) [email protected] student, fi nance and human resources administrative software exclusively for K-12 school districts.

SodexoJim Dayhuff55910 Bittersweet RoadMishawaka, IN 46545(574)968-9613 Fax (574) [email protected] world leader in food and facilities man-agement services.

SodexoMarty McGaughey1-253 South 475 WestWaveland, IN 47989(317) 223-4592 Fax (317) [email protected] world leader in food and facilities man-agement services.

Software Systems, Inc.Michael Hall4521 Independence SquareIndianapolis, IN 46203(317) 783-5373 Fax (317) [email protected], payroll/human resources, and student management software & support for Indiana school corporations.

Stair Associates, Inc.Reggie Laconi9641 N. Augusta DriveCarmel, IN 46032(317) 228-1900 Fax (317) [email protected] architectural/mechanical elec-trical engineering including geothermal heating/cooling, the educated choice forIndiana schools.



IASBO Business Associate MembersStatewide Credit Association, Inc.Chris Shuler6640 Intech Blvd., Suite 200Indianapolis, IN 46278(317) 684-1000 Fax (317) 803-9972 [email protected] agency that specializes in assisting school corporations in the collection of past due accounts at a low cost.

Stewart & Irwin, Attorneys at LawJeffrey Halbert215 E. Ohio Street, Suite 1100Indianapolis, IN 46204(317) 639-5454 Fax (317) [email protected] & Irwin is a full service fi rm; approximately 35 attorneys and 12 practice areas.

StructureTec CorporationKristina V. Bazali4777 Campus DriveKalamazoo, MI 49008(269) 353-9944 Fax (269) [email protected] ng & building envelope consulting services

Student Transit, LLCMatt Miles1254 S. West StreetIndianapolis, IN 46225(800) 278-2807 Fax (317) [email protected] school transportation services-asset management, transportation manage-ment and advisory services.

Therber & BrockLonnie Therber101 W. Ohio St., Ste 1590Indianapolis, IN 46204(317) 637-9572 Fax (317) [email protected] municipal fi nance advisory services.

TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) 255-8777 Fax (317) [email protected] and sustaining safe, comfortable, and effi cient environments.

TrustINdianaKelly Mitchell200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) 232-0139 Fax (317) [email protected] government investment pool

TWPeterson Law Offi ceThomas Peterson3535 E. 96th Street, Suite 126Indianapolis, IN 46240(317) [email protected]

U.S. Bank Corporate Trust ServicesAnn Forey10 W. Market St., Suite 1150Indianapolis, IN 46204(317) 264-2500 Fax (317) [email protected] trustee, registrar & paying agent services to Indiana schools.

UMB Bank, N.A.Mark HudsonCorporate Trust & Escrow Services101 W. Ohio St., Suite 1150Indianapolis, IN 46204(317) 631-7578 Fax (317) [email protected] premier provider of corporate trust and escrow services in the midwest.

UmbaughColette Irwin-Knott8365 Keystone Crossing, Ste 300Indianapolis, IN 46240-0458(317) 465-1500 Fax (317) 465-1550E-mail: [email protected] fi nancial advisory services to Indiana schools and local governments for 60 years.

VALICJohn Lindeman7650 Edinborough Way, Suite 320 Minneapolis, MN 55435(952) 838-7856 [email protected] one provider of retirement pro-grams for K-12 in the U.S.

VPS ArchitectureGeorge S. Link528 Main Street, Suite 400Evansville, IN 47708(812) 423-7729 Fax (812) [email protected], service-oriented, high performance design including architecture, educational/facility planning and studies.

Wells Fargo Bank, NAP. Chris Carrera300 North Meridian St., Ste 1600Indianapolis, IN 46204(317) 977-1121 Fax (317) [email protected] full range of products to Indiana schools: bond trustee, cash management

Platinum SponsorsPERFORMANCE SERVICES

AMERICAN FIDELITY ASSURANCE COMPANY

Gold SponsorsBOYCE SYSTEMS/KOMPUTROL TRUSTINDIANA

Silver SponsorsBMO HARRIS BANK NATIONAL INSURANCE

SOFTWARE SYSTEMS SCHOOL DUDE

SCHMIDT ASSOCIATES CITY SECURITIES

BANK OF NEW YORK MELLON ING

KEY BANK VALIC

BLAKELEY CORPORATION

T H A N K Y O U

2012 - Apr.pdf

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