Colorado Association School Business Officials · 2012. 7. 17. · 1 Colorado Association of School Business Officials 17TH ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET

1

Colorado Association of

School Business Officials

17TH ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET

“Navigating the Times”

17th ANNUAL FALL CONFERENCE

September 5-7, 2012 Keystone Lodge

Keystone, Colorado

(800)258-0437

Program Agenda and Registration Information Enclosed

Register by September 5, 2012

2

CASBO 17th Annual Fall Conference

September 5-7, 2012

Keystone Lodge

Keystone, Colorado

HOTEL INFORMATION

Keystone Lodge Keystone, Colorado

(800) 258-0437 www.keystoneconferences.com

Use the CASBO Conference Group code of

CK2SB2 for these discounted rates

Room Rates (based on availability): Conference Village -Keystone Lodge (Headquarters Hotel) (Bedding Varies, Sitting Area, Private Bath)

$135.00

Conference Village - Studio (One Queen Bed, One Pull-out Sofa, Mini Kitchen, Spa Tub)

$125.00

Conference Village 1 Bedroom Condominium (One Queen Bed, One Pull-out Sofa, Complete Kitchen, Fireplace)

$130.00

Conference Village 2 Bedroom Condominium (One Queen Bed, One Pull-out Sofa, Two Queen Beds in Second Bedroom, Complete Kitchen, Fireplace)

$170.00

Inn at Keystone- (Shuttle to Conference Village , Bedding Varies, Sitting Area, Private Bath)

$99.00

Room reservations need to be made directly with Keystone Resort. Ask for Reservations, and refer to the CASBO Conference. Special Room Rates are good until room block is full or August 24th deadline date. Must present your District’s tax- exempt certificate at time of checkout and pay by District check for sales tax exemption. These room rates will be extended from Monday, September 3 thru Sunday September 9.

Make your reservations TODAY—they will fill up fast!

3

TO: CASBO Membership

FROM: Cyndi Wright, 2012 CASBO President,

Bert Huszcza, CASBO Executive Director

& the CASBO Board of Directors

DATE: June 1, 2012

SUBJECT: 17th Annual CASBO Fall Conference

CASBO will be holding its 17th

Annual Fall Conference at the Keystone Lodge, September 5-7, 2012. The

activities will begin on Wednesday September 5th with the “Welcome Hospitality Receptions” by our

“Prestigious Partners” where you can interact with our membership and special vendors in a casual setting.

The value of the 17th Annual CASBO Fall Conference can’t be beat! This conference has 10 hours of direct

professional development in sessions targeted at improving your effectiveness within your job, as well as

numerous opportunities to network with your peers from across the state who are dealing with the same fiscal

and operational challenges. Be a hero and discover a great new idea from another CASBO member to bring

back to your district that saves money, improves a process or adds a needed service to your organization.

School District budgets are tight yet professional learning opportunities are important now more than

ever. Consider the following ideas to help bring down the costs:

• Book at the Inn or Share a room. The hotel rates in 2012 are the same as in 2008! You’ll be so busy

attending sessions, breakouts, and social activities that you’ll hardly be in your room anyway! You

could stay at the affordable Inn at Keystone. Cut hotel costs even further by sharing a room or sharing

a Two Bedroom Condominium with colleagues who are also attending the Conference. Check out

page 2 for a list of lodging options

• Need to attend to district matters? Free wireless is available in the hotel rooms at the Keystone

Lodge.

• Be creative on possible funding sources. Consider possible sponsors within your District or vendors.

• Use the Park-n-Ride and Carpool to Keystone. There are many locations to meet and share a ride

with your colleagues. If you live in the Denver metro area, you can also drive up for the day and save

on lodging costs.

To register for the 17th Annual Fall Conference, just complete the registration form on line.

Sincerely,

CyndiCyndiCyndiCyndi BertBertBertBert Cyndi Wright Bert Huszcza

CASBO President CASBO Executive Director

THANK YOU FOR SUPPORTING CASBO!

4

SESSION TRACKS

(The following session track icons will be used to identify the different discipline areas of interest)

Small Districts and Charter Schools: Focuses on financial, budgetary, public relations, and the legal issues that affect small districts and charter schools where one individual has many areas of responsibility.

Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments, and debt management; and financial technology for school business operations.

Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements. Also looks at the public policy, inter-governmental relations, and the legal issues that affect schools.

Maintenance/Operations and Purchasing Management: Focuses on the latest in school planning and construction, purchasing, supply and fixed-asset management, contract management, school maintenance and the environmental aspects of school operations.

Information Management: Deals with critical information on strategic planning, instructional support programs, and management information systems.

or Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service.

5

Fall Conference

September 5-7, 2012

Keystone, Colorado

“Navigating the Times”

WEDNESDAY, September 5, 2012

4:00 pm – 5:00 pm ……………………..………………………………… CASBO Board Meeting

5:00 pm – 7:00 pm ………………………….……………………….………… Early Registration

Keystone Lodge Foyer

5:15 pm – 6:45 pm ………………………………………………… CASBO Committees Meeting Learn about getting involved in CASBO Membership, Program/Speaker and Newsletter committees

All CASBO Members invited to attend

7:00 pm – 11:00 pm…………………………………………..…..……. Vendor’s Welcome Reception

Sponsored by American Fidelity, COLOTRUST, SchoolDude and Virco.

6

THURSDAY, September 6, 2012

8:00 am – 8:30 am……………………………………….…...…. Registration and Breakfast Burrito

8:30 am – 9:45 am ……………………………………………………………..…... General Session

“Master Your World -

Leadership Lessons from the Dog”

Presented by: Mary Kelley,

Everyone benefits when managers and leaders apply three core techniques, and then

refine them with seven critical applications. Audiences are able to immediately apply

these practices at work, at home, and with the dog. Fun, engaging, and eminently

applicable to a wide range of audiences, this popular talk is packed with information

and useful ways to get the behavior you want from people around you. This topic is

widely used by the military, governmental organizations, associations, and Fortune 500 companies.

10:00 am - 11:15 am…………………………………………….. Breakout Sessions (Choose One)

2012-401 What is the legal impact of not staying on top of employee complaints

Speaker(s): Dan Satriana, University of Northern Colorado General Counsel

Description: Effective investigation of employee complaints of discrimination or unfair

treatment is required in order to minimize the district’s potential legal liability. Be aware of the

best practices for acting on employee complaints in a thorough and timely manner

2012-402 CSPMA Membership Meeting

Speaker(s): Mark Bissel, CSPMA President

Description: A general membership meeting of the Colorado State Plant Managers

Association.

7

2012-403 Post Issuance Bond Compliance

Speaker(s): Lisa Olsen, Digital Assurance Certification and Kathleen Rinkel, Executive Director of

Finance, Denver Public Schools

Description: Post Issuance Compliance with Securities and Exchange Commission Rule 15c2-

12 and Federal Tax Laws associated with Municipal Debt issues.

2012-404 Employee Health - the high cost of doing nothing

Speaker(s): Bob Jameson, Director of Benefits and Leslie Stafford, CFO, Boulder Valley School

District

Description: The Supreme Court has spoken. We still have the same challenges to improve the

health of our employees and control costs. Learn the pros and cons of self-funding health

insurance and how school districts can work together with our employees, physicians, hospitals,

and health plans to improve the health care in our community and improve the health of our

employees.

11:30 am – 12:45 pm……………………………………………………………………….. Lunch

Buffet Luncheon: Tossed Green Salad, Baked Ziti, Vegetables and Dessert

1:00 pm – 2:15 pm. …………………………………………….. Breakout Sessions (Choose One)

2012-501 Getting the most from your IPAD

Speaker(s): Bud Hunt, St. Vrain Instructional Technologist, St Vrain Valley School

District

Description: Getting the most from your I-Pad -- How to maximize the usefulness of your I-

Pad and turn the toy into a tool. Too busy to learn how new technology can help you? Make

the most of your time and I-Pad with this hot session on the latest workplace applications. Turn

your I-Pad from a toy into a tool that can ease your workload and impress your co-workers!

8

2012-502 Disaster Recovery Mitigation by Poudre School District & SERVPRO

Speaker(s): Pete Hall, Poudre School District and Andy Kahrs, Sales & Marketing Manager,

SERVPRO

Description: Hear about recent disaster mitigation challenges and successes and gain insight on

disaster preparedness and recovery. The discussion will include recent disaster events and the

response in Poudre School District. Find out what strategies were effective and what lessons

were learned. Learn what you can do to prepare for disaster events and how to quickly recovery

from them.

2012-503 HRAs Mitigate Employer Costs and Provide Tax-Free Funds for Retirees

Speaker(s): Lawrence T. Stein, Retirement Plan Services of America, Inc

Description: HRAs (Health Reimbursement Arrangements) are ideally suited to save

employers money when used to complement or incentivize employees' retirements. The most

common source of funds for HRAs comes from unused sick, vacation or personal leave payouts.

Portions of these payouts can be deposited into the exiting employees' accounts to be used for

qualified unreimbursed, health related expenses (IRS section 213(d). Approved expenses

include deductibles, co-pays, medications, procedures as well as health insurance, Medicare

supplemental and long term care premiums. Deposits, earnings and distributions are completely

TAX-FREE: Federal, FICA, and State (if applicable). Balances carry over year-to-year without

a use-it-or-lose-it proviso. Learn more about HRAs and how to establish a plan with turnkey

implementation. TPA services are available that off-load all the implementation and ongoing

work from the employer - complete with plan documents.

…

2012.504 Creating Engaged Parent Leaders

Speaker(s): John Poynton, Executive Director of Communications, SVVSD

Description: Two cohorts of parents have participated in a formal training program designed to

deepen their knowledge of district operations and exchange ideas with staff, board members and

state education officials. The program is especially designed for parents who want to obtain a

foundation in district operations and governance and become more effective participants in

school district affairs. Learn how to establish your own Leadership training program to help

educate and grow your community support.

2:15 pm – 2:30 pm ……………………………………..……….……….……………………... Break

9

2:30 pm – 3:45 pm ………………………………………….…......... Breakout Sessions (Choose One)

2012-601 Social Media in the Workplace

Speaker(s): Dan Satriana, University of Northern Colorado General Counsel

Description: Use of social media by employees, its impact on the workplace and the

competing rights of employees and employers are analyzed in this session. Learn about the

impact of recent decisional law and separate the facts from the “urban legends”.

2012-602 Excel Spreadsheets for Beginners

Speaker(s): David Swanson, CPA, Budget Manager, Boulder Valley School District

Description: A basic introduction to Excel for those who are new to leadership roles and may

have not been exposed to spreadsheets in the past. Learn the functions available, what all those

buttons mean, and how to recognize good work you receive from those you supervise, or what

you submit to your supervisor. So we can best tailor the class to your needs, submit questions,

topics or challenges in advance to [email protected].

2012-603 Advanced Strategies for Controlling Workers Comp Cost

Speaker(s): Matthew Krell, CSP, CRM, CIC, ARM, Arthur J. Gallagher Risk Mgmt. Services, Inc.

Description: a look over the horizon with strategies for cost control.

10

2012-604 Mobiles – not in my back yard!

Speaker(s): Wayne Blazek, Facilities Supervisor and Brennan Mendus, Risk Management, Douglas

County School District

Description: Mobiles: The necessary Evil. We all need them at one time or another. And

when parents hear their child will be in one they aren’t very happy. Learn how to address

community concerns with mobiles before kids even occupy them. Also, learn how Douglas

County School District embraces mobiles and their necessary mobile specs.

3:45 pm – 5:00 pm ………………………………………….…......... Breakout Sessions (Choose One

2012-701 Effective use of Social Media

Speaker(s): Ronna Johnston, Director of Web Communications, University of

Northern Colorado

Description: Social media isn’t just for individuals anymore. In this session you will learn

about effective ways to use social media to enhance the image of your district and drive

communication with members of the community.

2012-702 Excel Spreadsheets for Power Users

Speaker(s): David Swanson, CPA, Budget Manager, Boulder Valley School District

Description: This session is for the intermediate Excel user with some knowledge Excel and

the available functions. Learn how to incorporate pivot-tables and graphs into your excel reports

to drive efficiency and provide flexibility while ensuring complete and accurate information.

So we can best tailor the class to your needs, submit questions, topics or challenges in advance

to [email protected].

2012-703 District Wellness –Walk to School

Speaker(s): Brannon Mendus, Assistant Director of Risk Management, Douglas County School

District

Description: This presentation will take a holistic approach to wellness. Learn how wellness

starts with kids and we get parents on board not only with physical activity but also some

nutrition tips. We will also talk about how this ties into employee wellness and your entities

bottom line. We have So much to cover in a short amount of time that you REALLY don't want

to miss this presentation.

11

2012-704 Grant Writing and Resources to Help Write Grants for Programs like BEST and GEO

Speaker(s): Michele Davison, Governors Energy Office and Ted Hughes, CDE

Description: Money is tight all over and getting a grant can mean the difference for a

productive year. Learn how to write successful grants, get tips and advice on what gets noticed

in these grant proposals.

5:00 pm – 7:00 pm ……………………………………………………………… Dinner on Your Own

7:00 pm – 10:00 pm …………………………………….……….….….… Thursday Evening Fun Night

Prizes, Refreshments, Fun and Festivities!!

Master of Ceremonies: Ron McCulley, Vice President of ASBO International

Don’t miss this evening’s activities...

WHERE: In the ADVENTURE CENTER at the KEYSTONE RESORT

Sponsored by

Wells Fargo Insurance Services

& Glatfelter Public Practice

12

FRIDAY, SEPTEMBER 7, 2012 8:30 am – 9:45 am …………………………………………………………..……….………… Registration

8:30 am – 9:15 am …………………………………………………...………...…….. Full Breakfast Buffet

9:15 am – 10:30 am …………………………………………………..….………….…….. General Session

“The Celebration Factor”

Presented by: Scott Friedman

"Would you like more celebration in your life? If you’re like almost 90% of those we surveyed for our recent

book, you may feel you don’t celebrate enough. In all of our busy-ness we lose more than a chance to enjoy the

moment. “Celebrate” is one the most effective ways to enhance well-being, improve team performance, and

create a more connected community. In this entertaining, interactive, content-rich session, you’ll learn how to

create a culture of celebration leading to more innovation, authenticity and responsive co-workers. You’ll

discover how to develop a celebration mentality, leading to greater productivity, higher performance, and more

happiness. Come laugh, learn and celebrate as Scott presents the Celebration Factor."

10:45 am – 12:00 pm ………………………….……….………………… Breakout Sessions (Choose One)

2012-801 Updates - Colorado School Finance

Speaker(s) Leanne Emm, Assistant Commissioner, CDE

Description: Please come and learn how the 2012 legislative session has affected school

finance and per pupil funding across the state. We will briefly look at the funding formula, and

delve into a deeper discussion of school finance funding in Colorado. You will come away with

an understanding of how to speak with your communities regarding funding for schools. In

addition any insights into the 2013 session will be provided.

201-802 Donations: Blessing or Curse

Speaker(s) CSDSIP Staff

Description: Donations to schools can be an excellent way to supplement the budget especially

in these tough economic times. Most, if not all, school districts have guidelines and rules

regulating donations and gifts. Are you aware of the exposure you are about to receive along

with the donation? Caution should be exercised in accepting donations. This presentation will

help identify when you should and when you shouldn’t accept donations.

13

201-803 Navigating Regulatory and Inspection Costs

Speaker(s) Jim Willis, Jefferson County School District

Description: Every year it seems there are new unfunded regulatory and inspection

requirements pertaining to schools and student safety. With budgets being cut, new

requirements can be hard to meet. This session will explain O&M regulatory and inspection

requirements and explore possible cost saving measures.

2012-804 Charter School Contracts

Speaker(s) Tom McMillen, Esq., Director of Quality Assurance, Charter School Institute

Description: Don’t miss this session. Although charter schools serve only a fraction of the

students in our schools, charter schools have seized a prominent role in education today. Having

a good contract is essential. This session is a panel of experts for creating a good contract.

12:00 noon –1:30 pm……………………………………..……………………...………… Goldmine Sessions

Moderator: Stephanie Watson, CASBO Board

Eight mini topics will be offered in the Goldmine Sessions. Four 20 minute presentations will be made

of each mini topic enabling attendees to choose up to four different topics in these rotations.

The mini topics are:

1. Artificial Turf, Snow Removal - tips and tricks, best practices (Mark/Mark)

2. Pest Control in School Districts (Mark/Mark)

3. Electrical/Plumbing Permitting

4. Recycling School Furniture – Virco’s Take back Program (Bill)

5. Are You A Statistic? Easy exercises for a desk job. (Jean)

6. P-Card (Cristal)

7. WellCard (Bert)_

8. Factors in Managing Complex Change (Terry)__________________________

Light refreshments and snacks will be available. Two attendees will receive a free registration to the

2013 Spring Conference. These complimentary registrations will be given away by a raffle drawing at

the conclusion of this session (must be present to win).

1:30 pm………………………………………………………………….……………… Conference Adjourned

14

“Navigating the Times”

60th ANNUAL SPRING CONFERENCE

April 10-12 2013

Mark Your Calendar!

60th

Annual Spring Conference

Omni Hotel Broomfield, Colorado

April 10- 12, 2013

15

COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

17th Annual Fall Conference

Keystone Lodge

Keystone, Colorado

September 5-7, 2012

CONFERENCE REGISTRATION PRICING

CONFERENCE REGISTRATION: Includes Thursday morning breakfast, Thursday luncheon, Thursday Evening Fun Night,

Friday full buffet breakfast, breaks, and admittance to all conference sessions

� ACTIVE MEMBERS (School Districts) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)

$265 $350 $ 60

� ASSOCIATE MEMBERS (Business/Vendors) Member Registration Non Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)

$295 $450 $120

�REGISTRATION DEADLINE: September 5, 2012

Registration is only on line, please go to: www.ColoradoASBO.org

We accept credit cards, p-cards, purchase orders or checks

If paying by check; Print your On-Line Registration Form and Mail with payment by September 5, 2012

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

4627 W 105th Way

Westminster, Colorado 80031

Cancellation Policy: Full refund if cancellation is received prior to September 1, 2012

Sorry, no refunds will be given after September 1, 2012

Colorado Association of School Business Officials

c/o Bert E. Huszcza

4627 West 105th

Way

Westminster, CO 80031

17TH ANNUAL CASBO FALL CONFERENCE MEMBER INFORMATION PACKET

“Navigating the Times”

17th ANNUAL FALL CONFERENCE

September 5-7 2012

Program Agenda and Registration Information Enclosed

Register by September 5, 2012

NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO

PERMIT NO. 15