FTS! Along with IASBO (Indiana Association of School Business … · 2018. 4. 4. · FTS! Along with IASBO (Indiana Association of School Business Offi-cials) I’d like you to also

IASBO InterCom February 2017 - 1

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 and the profession of school business management.

MissionStatement

The age of acronyms is upon us. It seems like every time I send a text to my younger daughter, I have to figure out what her short cuts for the English language mean. For the longest time, I thought “LOL” was “Lots of Love” until she corrected my thinking. Now I know she was just laughing at me instead of sending me love. Isn’t it funny how our perception changes as we become more worldly and knowledgeable? What we think we know and what we actually know are sometimes two very different things, es-pecially in today’s world of school finance. This is where the benefits of being an active member of IASBO (there’s another acronym!) really help.

As you contemplate your year, I’d like to propose another acronym – FTS! Along with IASBO (Indiana Association of School Business Offi-cials) I’d like you to also consider FTS, or “Fantastic Training Sessions.” We can all benefit by the timely, relevant, and outstanding training semi-nars offered by IASBO. In the ever changing, evolving climate of school finance it’s more important than ever to stay up to date with the “what,” “why,” “how” and “what if” of our profession. IASBO offers FTS to all levels of school business professions. Here is just a short list of training sessions (FTS) that are available through IASBO in the next few months:

• Treasurers Workshop – A 4 day training seminar designed for trea-surers with less than 5 years of experience. Hear from seasoned instructors that are working in the field daily. Topics range from basic fund and account number assignment, purchasing, grants man-

Articles of Interest . . .President’s Message ................................. 1-2From Denny’s Desk .................................. 4-5IASBO 2017 Calendar ..................................7IASBO Sponsors ...........................................8IASBO New Members ........................... 9-10AIA Indiana ................................................11

Winter Institute .................................... 13-15Lead Sampling Program ...........................16Budget Workshop ................................ 17-21School Nutrition Seminar .................... 22-23Business Associates................................ 24-27

• PERFORMANCE SERVICES • AMERICAN FIDELITY • DEEM MEChANICAL & ELECTRICAL • ICE MILLER • PubLIC TRuST ADVISORS

Platinum Sponsors

President’s Message

Weedie Smith,IASBO President

continued on page 2

2 - IASBO InterCom February 2017

IASbO OFFICERS ANDbOARD OF DIRECTORS 2015-2016

President Weedie Smith, Decatur CountyPresident-Elect Ted Zembala, hobartVice President Kevin Scott, ElkhartTreasurer Scott bowling, CrawfordsvilleRegional Directors Terms Ends June, 2017 Stephanie Pittman, bremen Lana Crum, Tippecanoe Karen Scalf, Richmond Chad blacklock, Franklin Twp. Fred McWhorter, New Albany- Floyd County Term Ends June, 2018 Kelley Kitchen, Portage Twp. Cathy Phillip, Lakeland Stanley hall, Peru Carla Gambill, Linton-Stockton Rick Allen, Southeast Dubois

Past President Joe Licata, MSD of Washington Twp.

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

Member Services Administrator Ella Adamson

Professional Development Coordinator Cynthia Kattau

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

President’s Message . . . continued from page 1

agement, payroll, budget preparation and state financial reporting, to name just a few. You don’t want to miss this seminar! Dates set for March 2 & 3 and April 11& 12.

• Budget Workshop – A 4 day seminar designed to teach the basics of building a school corporation budget. The instructors are experts in the field and are willing to share their tips and tricks for building just the right budget. Some people prefer to take this Workshop more than once! Dates set for March 23 - 24 and April 27 – 28.

Both of the above listed 4 day seminars fill up very quickly, so be sure to register ASAP (As Soon As Possible)!

The Certification Program is one of the foundations of IASBO’s training opportunities. With five certification tracks available, there is one, or more, for just about everyone. They are: Chief Business Officer (CBO), As-sistant Chief Business Officer (ACBO), Business Office Specialist (BOS), Facilities Director (FD) and Human Resources Specialist (HRS). The following certification classes will be offered this spring and at the Annual Meeting:

• Winter Institute including: Benefits Administration, Payroll Administration, Human Resources Administration and Group Unemployment Insurance. All offered on March 7 – 8 at The Palms in Plainfield.

• Budgeting Fundamentals for School Business Officials – March 9• Emergency Preparedness Management – April 11• Custodial Operations – April 11• Accrual Accounting – May 10 at the Annual Meeting• School Law & Administrative Rules – Advanced – May 10 at the

Annual Meeting• Food Nutrition Administration – May 10 at the Annual Meeting• Summer Institute including: School Law & Administrative Rules

– Basic, Collective Bargaining Strategy & Law, Public Works Law & Administration, and Construction Finance, all offered June 6 – 7.

If that isn’t enough, there are still the various seminars offeredThey include:

• IASBO / CoSN Technology Seminar scheduled for March 21• School Nutrition Seminar offered on March 22• Extracurricular Accounting and Purchasing scheduled for April

18• Joint Budget/Finance Seminar hosted by ISBA, IAPSS and

IASBO – June 14 with the location TBD! (more acronyms!)This list seems lengthy and complete, but there is still the IASBO An-

nual Meeting scheduled for May 10 – 12 in Ft. Wayne. You talk about FTS!! There will be sessions on ACA (Affordable Care Act), Fiscal Management, Round Table discussions, etc. The learning opportuni-ties are endless, not to mention the networking! For more detail on the Annual Meeting, go to the IASBO website at www.indiana-asbo.org and look under the Annual Meeting tab.

As you plan your next few months, be sure to take time to better your-self with some of the FTS offered by IASBO! LOL!


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In the past few days, Stephanie Pittman sent me the obituary for Mary McIntyre. Mary was 86 when she passed away on February 19. In her obituary, there were three memberships that they listed – Bourbon American Legion Auxiliary, Plymouth VFW, and the Indiana Association of School Business Officials. For the vast majority of you, Mary Mc-Intyre is an unknown name. But, for me and those who were around to see the beginning of the growth of Indiana ASBO, Mary was a very special person.

Mary was the Financial Secre-tary and Treasurer for the Triton School Corporation beginning in

1968. She served that school until she retired in 1998. When I joined IASBO in 1973, Mary was one of seven women who were mem-bers. Over her career, Mary was a champion for more women to get involved with Indiana ASBO. She was a leader in the need for corporation treasurers, especially in smaller school corporations, to be IASBO members. Her efforts lead to the creation of IASBO’s 4-day Treasurer’s Workshop and the Treasurer/Deputy Treasurer Round Tables at the IASBO An-nual Meeting. Today, 60% of IASBO’s membership are female. Mary was a true leader whose fin-gerprints are all over the IASBO professional development program and who we are in 2017. Mary was a wonderful person and men-

tor to so many. For me, she was always so kind to a young man trying to learn about school busi-ness management in the ‘70’s. I wish you all could have known Mary. Thanks Mary for making IASBO a diverse and special as-sociation.

The Indiana General Assembly is now at the half-way point in the 2017 session. It is interest-ing to note that the next biennial state budget is not the most talked about bill by school administra-tors this session. HB 1009, school financial management, which eliminates the General Fund and creates a new Education Fund and Operation Fund has been the main

from Denny’s DeskDennis Costerison, IASBO Executive Director

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

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continued on page 5


focus so far. The bill was a caucus position for the House Repub-licans and it passed two House committees by a combined vote of 33-1. HB 1009 passed the full House by a vote 92-3. It now goes to the Senate where it is expected to change. How much? Well, we should know by the end of March.

Other significant school busi-ness management bills that were dealt with in the first half of the session are as follows:

• SB 161, referendum levies – school referendums could only be held in November. The bill failed in committee.

• SB 196, state intercept pro-gram – the correction to the Standard & Poor’s negative CreditWatch release.

• SB 198, career & technical education – moves CTE state support and Perkin’s federal monies from the DOE to the Department of Workforce Development.

• SB 248, consolidation of school administrative func-tions – the may provision regarding consolidation.

• SB 276, early education grant pilot program – pre-K pilot program where appropriation goes from $10 million to $13 million.

• SB 309, distributed genera-tion – the solar/wind provi-sion that has a negative im-pact on school corporations.

• SB 409, collective bargaining – changes the dates for begin-ning and ending bargaining

• SB 534, special education scholarship account program – the educational savings

account (vouchers) bill. No vote in committee, so the bill is dead.

• SB 567, Gary schools & the Distressed Unit Appeals Board – allows the DUAB to appoint an emergency man-ager for the Gary Community Schools.

• HB 1001, state budget – new school distribution formula and state funding.

• HB 1004, prekindergarten education – extends the pilot program and adds vouchers to prekindergarten.

• HB 1008, workforce develop-ment – coordinates the CTE programs among DOE, DWD and higher education.

• HB 1043, referendum process & remonstrance – increases the thresholds when refer-

endums and petition/remon-strances are required.

Indiana ASBO has been watch-ing 199 Senate and House bills during the first half of the session. 86 of those bills had committee hearings and 74 are moving to the second house. IASBO will con-tinue to work on and monitor these bills. Stay tuned because a lot can happen between now and the end of April.

“Kind words can be short and easy to speak, but their echoes are truly endless.”

Mother Teresa

from Denny’s Desk continued . . .

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March, 2017 March 2-3 Treasurer Workshop – Days 1 & 2 MSD of Warren Twp., Education & Community Center, Indianapolis

March 2-5 AASA National Education Conference New Orleans, LA

March 7-8 Winter Institute Certification Courses The Palms, Plainfield -HR111 Benefits Administration -HR113 Payroll Administration -HR210 Human Resources Administration -HR216 Group Unemployment Insurance

March 9 B110 Budgeting Basics for School Business Officials Certification Course The Palms, Plainfield

March 10 IASBO Board of Directors Meeting hilton Garden Inn Airport, Indianapolis

March 16-17 IASBO Leadership Academy Marriott North, Indianapolis

March 21 IASBO / CoSN Technology Seminar The Palms, Plainfleld

March 22 School Nutrition Seminar The Palms, Plainfield

March 23-24 Budget Workshop – Days 1 & 2 MSD of Warren Twp., Education & Community Center, Indianapolis

March 25-27 NSBA Annual Conference Denver, CO

April, 2017 April 11 Certification Courses The Palms, Plainfield -BG110 Emergency Preparedness Management -BG115 Custodial Operations April 11-12 Treasurer Workshop – Days 3 & 4 MSD of Warren Twp., Education & Community Center, Indianapolis

2017 Indiana ASBO Professional Development Calendar

April 14 Good Friday

April 18 Extracurricular Accounting Purchasing The Palms, Plainfield

April 20-21 IASBO Leadership Academy Marriott North, Indianapolis

April 26 IAPSS Spring Seminar The Palms, Plainfield

April 27-28 Budget Workshop – Days 3 & 4 MSD of Warren Twp., Education & Community Center, Indianapolis

May, 2017 May 10-12 IASBO Annual Meeting Grand Wayne Center, Ft. Wayne

May 10 Certification Courses -A114 Accrual Accounting -ADM112 School Law & Administrative Rules - Advanced -ADM118 Food & Nutrition Administration

May 29 Memorial Day

June, 2017 June 1-2 IASBO Board of Directors Leadership Conference/Board Meeting I.u. Memorial union, bloomington June 6-7 Summer Institute – Certification Courses The Palms, Plainfield -ADM111 School Law & Administrative Rules - Basic -HR114 Collective Bargaining Strategy & Law -ADM113 Public Works Law & Administration -ADM114 Construction Finance

June 9 ISBA School Law Seminar The Palms, Plainfield

June 14 Joint Budget / Finance Seminar - ISBA / IAPSS / IASBO The Palms, Plainfield


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IASBO New Members Region 1MArIA BrAvOBusiness Office AssistantPortage Township

ChrISTINE CLArAhANDirector of Food & Nutrition ServicesHammond

LAurIE COOPErPayroll ProcessorCrown Point

LISA hAyESDirector of Food ServicePortage Township

LELA DENISE SIMMONSChief Financial OfficerEast Chicago

KEvIN TrEzAKAssistant SuperintendentRiver Forest

Region 2JAMES DuBOISSuperintendentBaugo

TONy GIANESIDirector of Building ServicesElkhart

DONALD hArMONSuperintendentOregon-Davis

CArOLINE MILESAdministrative AssistantMishawaka

KAThErINE TurKTreasurerSouth Bend

Region 3rOBIN ByLErTreasurerHamilton

ChErI DOvEDeputy Treasurer/HRHamilton

BrIAN GILLESPIEInstructorCentral Noble

LOrI LEEuWBenefits CoordinatorWhitley County

vALErIE SChMIDTAccounts Payable/PurchasingFremont

Region 4DAWN BAILEyFiscal AdministratorPurdue University

CurTIS CrAIGSuperintendentRensselaer Central

TOM ShErWOODDirector of Buildings & GroundsKankakee Valley

Region 5Contessa EsslingerDeputy TreasurerWabash City

ALLISON FArrELLTreasurerDelphi

AMy SIGLErBenefits/ Asst. PayrollSouth Madison

Region 6ShAWNTEL BAKErDeputy Treasurer/Transportation SecretaryRandolph Southern

ANGIE MCCrEAryAdministrative AssistantEast Central Educational Service Center

GAyLE MCINTyrEAccounts Payable ClerkGreensburg

JuLIE NOrThCuTTAdministerMonroe Central

AMANDA PAJArIDeputy TreasurerDelaware Community

Region 7ANGIE BuTChErBenefits CoordinatorRichland Bean Blossom

DANIEL NELSONSuperintendentNorth Vermillion

KELLIE rOMErDeputy TreasurerGreencastle

TANNA JO WELzELyChief Operations OfficerRural CS

continued on page 10


IASBO New Members Region 8KELLy COLLINSFood Services DirectorPlainfield

ChrISTINE DErDAAccount ManagerCentral Indiana Educational Ser-vice Center

DOyLE DuNShEEPrincipalLebanon

KEITh FESSLErPrincipalSouthern Hancock

GErALD FOxDirector of Student ServicesSoutheast Neighborhood School of Excellence

ANDrEA FrANCISAccounts Payable/PayrollMSD of Washington Township

CINDy hArTLINEHR SecretaryNoblesville

KErrI hOFFMANPayroll SpecialistFranklin Community

NOrA hOOvErExecutive Director of Human Re-sources & Student ServicesCenter Grove

hOLLy ISONPayroll SpecialistClark Pleasant

JuLIE PhELPSBusiness Office SpecialistShelbyville

KAThryN rOThChoice SpecialistDOE Office of School Finance

JOrDAN ryANCoordinator of Food ServiceBrownsburg

MIKE SPrINGErAssistant SuperintendentNorth West Hendricks

vICTOrIA WALTErSFinancial Services CoordinatorIndianapolis

KIMBErLy WErNErPayroll SpecialistMSD Pike Township

Region 9LISA CLArIDGECorporation SecretaryBarr-Reeve

CArOL STrATTONFinancial Systems AnalystMSD of Mount Vernon

ANGELA WANNEMuEhLErAssistant SuperintendentMSD North Posey

Region 10APrIL GELTMAKErStaff AttorneyGreater Clark

BOB hArrISAdvisorBrown County

TrAvIS hAIrEDeputy SuperintendentGreater Clark

JANE rOGErSSuperintendentMilan

IASBO ANNUAL MEETING: May 10 - 12

Fort Wayne


Dear Members of the Indiana Association of School Business Officials: Wisely spending taxpayer dollars is one of the goals of Indiana school boards—one that Indiana architects and professional engineers keep top of mind when partnering with your organizations. In the spirit of that goal, we want to bring a newly available construction delivery method to your attention. In the spring of 2014, the Indiana General Assembly passed House Enrolled Act 1196 and Governor Mike Pence signed it into law, effective June 30, 2014. This Construction Manager as Constructor (CMc) legislation authorized a building methodology that was previously unavailable to public entities. Purdue University led the effort, along with a host of other interested parties within the construction industry, to expand Indiana’s options for delivering public construction projects. The legislation was passed with the condition it first be used by higher education until July 1, 2017, and then be available to all public agencies after June 30, 2017. The CMc delivery method has been around for years and has been used effectively in virtually every other state. Indiana’s private sector has successfully used a variation of the method for many years. Since the June 30, 2014 adoption, CMc has been used successfully for important pilot projects by state universities, such as the Simon Skjodt Assembly Hall renovation at Indiana University, the Worthen Arena expansion at Ball State University, and the new Honors College at Purdue University. The CMc legislation provides public entities with the following benefits for their public construction projects:

Fosters early coordination between design professionals and construction companies, which provides an accelerated schedule and a more collaborative environment with less potential for conflict, change orders, and disputes. This can result in a lower total project cost, delivered in a timelier fashion.

Offers another proven and responsible project delivery method option for public agencies to consider.

Offers a more streamlined construction manager selection process and public bidding procedure.

Provides more transparency. Allows more contractors to participate in the public bidding process (including MBE, WBE,

DBE and VBE firms). Makes the private sector’s preferred building method available to the public sector, with

appropriate protections. Allows public entities at all levels to benefit from the professional expertise of the CMc to

deliver a public project on time and on budget, with fewer complications. Offers school personnel and boards another project delivery method that provides

interaction with the architect as their agent. We look forward to supporting your efforts to inform IASBO membership about this exciting new public construction methodology available to school corporations, state agencies, and local government on July 1, 2017. For more detailed information and references, please contact ACEC or AIA directly. Sincerely,

Jason Shelley, AIA Executive Director Beth Bauer, ACEC Executive Director


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IASBO Certification Program

Winter InstituteMarch 7-8, 2017

The Palms Conference Center, 2353 Perry Rd, Plainfield, IN

AGENDA

Tuesday, March 7, 2017

8:30 a.m. Registration

9:00 a.m. Benefits Administration (HR111)Dr. Shenia Suggs, Asst. Superintendent – Human Resources, MSD of Wayne Twp.Deb Wolfe, Benefits Specialist, MSD of Washington Township

The course will emphasize the laws, regulations, and practical aspects of providing employees with medical, dental, vision, long-term disability, life, and long-term care benefits. Also included will be issues related to Affordable Care Act, HIPPA, COBRA, FMLA, 403(b), 401 (a), VEBA and Section 125 plans. (Required – ACBO, HR / Elective – CBO, BOS, FD)

12:00 p.m. Lunch

1:00 p.m. Payroll Administration (HR113) Amanda Brackett, Chief Financial Officer, Tippecanoe School Corporation

The course will emphasize the laws and regulations related to the payroll function, including state and federal payroll laws and regulations (FMLA & FLSA-overtime, wage and hour issues), pertinent tax regulations, employee retirement plans and reports, practical aspects of completing a payroll, electronic deposits, union dues, and other employee generated deductions. (Required – ACBO, HR / Elective – CBO, BOS, FD)

4:00 p.m. Evaluation / Forms / Adjournmentcontinued on page 14


IASBO Certification Program

Winter InstituteMarch 7-8, 2017

The Palms Conference Center, 2353 Perry Rd, Plainfield, IN

AGENDA

Wednesday, March 8, 2017


9:00 a.m. Human Resources Administration (HR210)Ann Fisher, President, HR Alternative Consulting, Inc.

Designed for the professional in school Human Resources, the course will provide an in-depth look at legal as well as practical approaches to hiring practices from recruiting, interviewing, reference checks, staff orientation, and record keeping. Learn how to properly establish, maintain, and manage personnel records, and handle requests for employee records. The course will explore federal and state laws and mandates relative to the personnel office. The relationships between school board personnel policies, administrative personnel procedures, and personnel handbooks will be explored. (Required – HR / Elective – CBO, ACBO, BOS, FD)

12:00 p.m. Lunch

1:00 p.m. Group Unemployment & Disability Insurance (HR216) Brian Simkins, Asst. Superintendent-Human Resources, MSD of Warren Twp.Mason Gallmeyer, Asst. Director-Business Operations, MSD of Warren Twp.

Group unemployment insurance, group and personal disability insurance, and state unemployment insurance will be covered in detail. Find out how to process workers’ compensation and disability claims, as well as keep the payroll office appropriately notified. Discover how to structure programs and monitor claims to both protect employees and the financial resources of the school corporation. Learn how to detect and deal with employee abuse or fraud related to unemployment and disability claims. Discover effective occupational therapy programs and techniques to get employees back to work. (Required – HR / Elective – CBO, ACBO, BOS, FD)

4:00 p.m. Evaluation / Forms / Adjournment continued on page 15


IASBO Winter InstituteMarch 7 & 8, 2017

The Palms, 2353 E. Perry Road, Plainfield IN

Classes are $90.00 EACH

Benefits Administration (HR111) - 9am-Noon March 7 Payroll Administration (HR113) -1pm-4pm March 7

Human Resources Administration (HR210) - 9am-Noon March 8Group Unemployment Insurance (HR216) - 1pm-4pm March 8

Corporation: _________________________________________________________________

Please indicate which class(es) you plan to attend by checking the appropriate box(es)

Name: Email Address: HR111 HR113 HR210 HR216

Position Title:


Position Title:


Position Title:


Position Title:


Position Title:

Enclosed is a check Please bill the corporation PO# ___________________________

Dietary Restrictions: ___________________________________________________________

Please return this form via email, mail or fax to IASBO at:

[email protected]

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

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by February 24, 2017.


LEAD SAMPLING PROGRAM FOR INDIANA’S PUBLIC SCHOOLS IASBO and IAPSS have been working with the Indiana Finance Authority regarding a voluntary Lead Sampling Program for Indiana’s Public Schools. Letters have been sent to all superintendents on this issue. The press release from the Indiana Finance Authority is listed below. IASBO and IAPSS thanks the IFA for including us in the discussion on this free program.

State Launches voluntary Water-Sampling Program for hoosier Public Schools

INDIANAPOLIS (Feb. 23, 2017) – The Indiana Finance Authority (IFA), as part of its environmental programs division, officially launched its lead sampling program today, offering drinking water sampling to all Indiana public school districts. “This voluntary program is part of the State’s comprehensive efforts to ensure the availability of safe drinking water,” said Jim McGoff, director of environmental programs with the IFA. “The sampling program is free to participating Indiana public schools and will test water source fixtures in a variety of school district facilities.” Those water sources include drinking water fountains, ice machines, food-preparation sinks, and other fixtures that provide water for human consumption. Water testing will follow all State and federal guidelines. While satisfactory samples are expected at schools around the state, officials have a plan to assist in cases where lead levels are elevated. “Schools have access to funding options via the IFA’s State Revolving Fund loan programs to address immediate needs,” said McGoff. “If a sample test reveals elevated lead levels, the IFA and Indiana Department of Environmental Management will work with the school district to map out next steps to address the situation.” The State Revolving Fund loan programs provide low-interest loans to Indiana communities for projects that improve wastewater and drinking water infrastructure. To participate in the lead sampling program, Indiana public school districts must complete a questionnaire that enables IFA to prioritize the extent of sampling needed in each school district. The IFA will roll out information sessions with participating public school districts in the coming months. Public school districts interested in the lead sampling program can visit the link below for more information. Lead Sampling Program – www.in.gov/ifa/2958.htm


IASBO 2017 BUDGET WORKSHOP DAY #1 MSD of Warren Township Education & Community Center

975 N. Post Rd., Indianapolis

March 23, 2017

8:30 Registration 9:00 Welcome / Introductions / Orientation 9:30 Budget Calendar and Budget Assumptions Presenter: Eric Rody, Chief Financial Officer, Lafayette School Corporation 10:15 Break 10:30 County and State Agencies – The Players/Circuit Breaker/TIF/Tax Abatement Presenter: Marvin Ward, MTW Consulting, Inc. 11:45 Lunch 12:30 Funding Formula Presenter: Melissa Ambre, Director of The Office of School Finance, Indiana Department of Education 1:15 Funding Formula Simulation Problem Presenter: Melissa Ambre 2:15 Break 2:30 Budget Form 2 Presenter: Eric Rody 3:00 School Bus Replacement Fund Presenter: Eric Rody 3:30 Adjournment



IASBO 2017 BUDGET WORKSHOP DAY #2 MSD Warren Township Education & Community Center


March 24, 2017

8:30 Registration 9:00 Capital Projects Fund Presenter: Denise Seger, Associate Superintendent, Penn-Harris- Madison School Corporation 10:00 Break 10:15 Capital Projects Fund (continued) 11:00 Transportation Operating Fund

Presenter: Jim Coplen, Business Manager, MSD of Southwest Allen County Schools

11:45 Lunch 12:30 Debt Service Fund/Retirement/Severance Bond Debt Fund/Capital Referendum Debt Fund Presenter: Eric Rody, Chief Financial Officer, Lafayette School Corporation 2:00 Debt Fund Simulation Presenter: Eric Rody 3:00 Legislative Update

Presenter: Denny Costerison, Executive Director, Indiana ASBO

3:45 Adjournment





April 27,2017

8:30 Registration 9:00 Current Year Financial Worksheet

Presenter: Loren Evans, Director of Business & Technology, MSD Mount Vernon School Corporation

9:30 Understanding Budget Form 4-B Presenter: Loren Evans 11:00 Budget Forms 3 and 4 Presenter: Loren Evans 11:45 Lunch 12:30 Operating Referendum Fund/Rainy Day Fund

Presenter: Jim Coplen, Business Manager, Southwest Allen County Schools

1:00 General Fund – Line 1 Presenter: Kathy Friend, Chief Financial Officer, Fort Wayne Community School Corporation 2:30 Additional Appropriations Presenter: Nathaniel Day, Business Manager, Shelbyville Central Schools 3:00 Legislative Update

Presenter: Denny Costerison, Executive Director, Indiana ASBO

3:30 Adjournment





April 28, 2017

8:30 Registration 9:00 1782 Notice/Cash Flow/Budget Monitoring

Presenter: Eric Rody, Chief Financial Officer, Lafayette School Corporation 10:30 Break 10:45 Budget Simulation Scenario - Part 1 Presenters: Budget Workshop Team

12:00 Lunch 12:45 Budget Simulation Scenario – Part 2 2:15 Budget Submission Via Gateway Presenter: Department of Local Government Finance 3:15 Adjournment




Name: Email Address Member Non Member

PositionTitle:


PositionTitle:


PositionTitle:


PositionTitle:


PositionTitle:


[email protected]

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

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by March 13, 2017.

IASBO Registration Form

2017 BUDGET WORKSHOPSMarch 23, March 24, April 27, April 28, 2017

MSD of Warren Township Education & Community Center, 975 N Post Road, Indianapolis

Registration Fees: Members - $520.00 Non-Members 620.00

Corporation: _______________________________________________________________________

Dietary Restriction: ___________________________________________________________


School Nutrition Issues Seminar March 22, 2017

The Palms Conference Center, 2353 E. Perry Rd., Plainfield


9:00 a.m. Legislative Outlook and Regulations Changes Speaker:

Michael Miller, Legislative Chair, ISNA 9:45 a.m. Charge and Debt Policies

Panel: Betsey Willard, R.D., Child Nutrition Supervisor, Franklin Twp. Schools

Kurt Bodell, Food Service Director, MSD of Martinsville Jennifer McFarland, Director of Food & Nutrition, Carmel Clay Schools

10:45 a.m. Break 11:00 a.m. How to Reconcile Prepaid Meals Fund 8400: A Step by Step Process

Speaker: Lindsey Hill, R.D., Director of Nutrition Services, South Madison Community Schools

12:00 p.m. Lunch 12:45 p.m. Financial Management and Budgeting: Making a Profit with Purpose Speaker:

Sara Gasiorowski, Food Service Director, MSD of Wayne Township 1:45 p.m. Utilizing Available Programs to Maximize Revenue

Speakers: Sara Gasiorowski, Food Service Director, MSD of Wayne Township Kurt Bodell, Food Service Director, MSD of Martinsville

3:00 p.m. Adjournment





PositionTitle:


PositionTitle:


PositionTitle:


PositionTitle:


PositionTitle:


[email protected]

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

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by March 13, 2017.

IASBO Registration Form

SCHOOL NUTRITION SEMINAR March 22, 2017

The Palms, 2353 E. Perry Road, Plainfield IN

Corporation: _______________________________________________________________________

To receive the ‘Early Bird’ discount, registrations must be received in the IASBO office by 4:00pm on March 13, 2017.

Registration Fees: Members - $130.00 through March 13, 2017 & $155.00 thereafter. Non-Members - $170.00 through March 13, 2017 & $195.00 thereafter.

Dietary Restriction: ___________________________________________________________


IASBO Business Associate MembersAABM Education ServicesGabe Garner5725 West Minnesota StreetIndianapolis, IN 46241(317) 697-4418 [email protected]://www.abm.comCustodial, Landscape & Grounds, HVAC &Mechanical, Electrical & Lighting, Energy, Facilities Engineering, and Parking & Transportation

Acorn, powered by RycorEric Vance18719 Oxbow Drive Marengo, IL 60152(815) [email protected]://www.rycorsoftware.comSchool Fee management software AND modern Online Payment Portal for Parents

Administrator AssistanceSteven R. Wittenauer116 W 7th StreetBrookston, IN 47923(765) [email protected]://www.administratorassistance.comWe help school corporations solve problems.

AdTec, Inc.Charlie HobbsPO Box 97Centerville, IN 47330(765) [email protected]://www.admtec.comConsulting services for E-rate and Capital Assets inventory.

American Fidelity Kim Pugliese8770 Guion Road, Suite R Indianapolis IN 46268(317) 871-2480 [email protected]://www.afadvantage.comSection 125 administration, dependent audit verification, 403(b), group & voluntary products.

ARC Window Treatments & Tinting Steven Shane Childers9027 Village Grove DriveFort Wayne, IN 46804(260) [email protected]://www.arcwindowtreatments.com3M Solar Control & Security Window Film, Commercial Window Treatments

AssuredPartners of IndianaRob Stiehl10401 N Meridian St., Ste. 300 Indianapolis, IN 46290(317) [email protected] http://www.assuredptrin.comRisk Management and Employee Benefit Consulting Service Provider with Specialization in Public Schools

AXA EquitableRobert W. Turner9465 Counselors Row, Ste 120Indianapolis, IN 46240(317) [email protected]://www.axa-equitable.comEducating educators on financial matters: 403(b), ROTH, investments, pension, retirement, life insurance, organizing personal finances.

BBank of New York Mellon Trust Co., N.A., TheSharon Karst300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) [email protected]://www.bnycorptrust.comA leading provider of bond trustee, paying agent and investment services for school corporations.

Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) [email protected]://www.btlaw.comProviding legal and bond services to school corporations throughout Indiana.

Barton-Coe-Vilamaa Architects & Engineers, Inc.Brian Bohlender225 Airport North Office ParkFort Wayne, IN 46825(260) [email protected]://www.BartonCoeVilamaa.comSince 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.

Belfor Property RestorationShelby Sawchuk6205 Morenci TrailIndianapolis, IN 46268(317) [email protected]://www.belfor.com/en/usBelfor rebuilds schools after disasters/loses with tight deadlines and budget restraints in mind.

Biddergy.comEd Ouellete1919 E. Kilgore Service RoadKalamazoo, MI 49001(866) [email protected]://www.biddergy.com“Turn-key” onsite online auction services for surplus assets or complete building closures.

BMO Harris BankKatie Aeschliman135 N Pennsylvania St., 9th FloorIndianapolis, IN 46204(317) [email protected]://www.HarrisBank.comBMO Harris Bank provides banking & financial solutions to government, education & non-for-profit organizations.

Bookkeeping Plus, Inc.Beth A. Marsh232 E. McClarnon DriveGreenfield, IN 46140(317) [email protected]://www.BookPlusInc.comAccounting

Bose McKinney & Evans LLPJames Hamilton111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) [email protected]://www.boselaw.comEducation Legal Services

Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) [email protected]://www.boycesystems.com“Komputrol” financial software, “K-Time” time keeping application, on line paystub and business forms printing.

CChurch Church Hittle & AntrimAndrew MannaTwo North Ninth StreetPO Box 10Noblesville, IN 46061(317) [email protected]://www.cchalaw.comLegal Services

Coffman Financial GroupJoseph H, Coffman7800 Shelby Street, Suite 9Indianapolis, IN [email protected]://www.coffmanfinancialgroup.comWe are independent financial advisors committed to helping people pursue their financial goals!

Colonial LifeMr. Jackie Keller4030 South Meridian Street, Suite CIndianapolis, IN 46217(317) 324-8195 [email protected]://www.colonialLife.comVoluntary Insurance Products & Enrollment/Educational Services

Core Construction IndianaTina McGrath833 West Lincoln Way, Suite 120 WSchererville IN 46375(219) [email protected]://www.coreconstruction.comUtilizing comprehensive construction knowledge and industry expertise, CORE provides exceptional building services to K-12 Schools.

CSO ArchitectsTodd Decker8831 Keystone CrossingIndianapolis, IN 46240(317) [email protected]://www.csoinc.netDesign for state-of-the art 21st century educational facilities renovation or new construction.s

DDeem, LLCTom Zupancic6831 East 32nd Street, Suite 200Indianapolis, IN 46226(866) [email protected]://www.deemfirst.comMechanical/Electrical Contracting and Service

DLR GroupScott Nemshick333 W Wacker Drive, Suite 400Chicago, IL 60606(312) [email protected]://www.dlrgroup.comArchitecture, Engineering, Planning, Interiors

EEducation Networks of AmericaTerry Spradlin 320 N. Meridian St., Suite 118Indianapolis, IN 46204(317) [email protected]://www.ena.comProviding Broadband, Wi-Fi/LAN, Com-munication, and Cloud Solutions to K-12 Schools, Higher Education Institutions, and Libraries

Educational Services CompanyDebbie Hineline3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) [email protected]://www.educationalservicesco.comEducational Services Company has been providing Indiana schools with a full scope of educational management services since 1989.

Electronic Systems GroupMarty Cotterman680 N 36th StreetLafayette, IN 47905(765) [email protected]://www.esgindiana.comFire Alarm Systems & Inspections/Secu-rity Systems/Door Access Controls/Video Systems/Temperature Controls/System Monitoring

Elevatus ArchitectureCory Dietz111 East Wayne Street, Suite 555Fort Wayne, IN 46802(260) [email protected]://www.elevatusarchitecture.comPassionate educational designers enhanc-ing the needs of faculty and students today and into the future.


IASBO Business Associate MembersEMCOR Construction ServicesTim Pitts5128 W. 79th St.Indianapolis, IN 46268(317) [email protected]://www.emcorcs.comProviding turnkey resolutions to help make your schools more productive, more comfortable, and much more efficient.

Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) [email protected]://www.energysystemsgroup.comGuaranteed energy savings programs. Cost reduction in facility operations.

Envoy, Inc.John Barbee6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) [email protected]://www.envoy-cm.comProject and Construction Management Solutions

Ergo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) [email protected] http://www.ergo-syracuse.comManagement and human resource consulting services, OSHA, EPA, and indoor air quality program assistance.

FFanning/Howey Associates, Inc.William Payne9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) [email protected]://www.fhai.comArchitects/Engineers widely credited with setting new standards in flexible and innovative school design.

Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) [email protected]://www.53.comProviding municipal services for school corporations, including municipal leasing, investment management and depository services.

Fifth Third Securities Inc.Jay RyalsSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) [email protected]://www.53.comBond underwriting and financial services, bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Financial Solutions Group, Inc.Greg Guerrettaz2680 East Main Street, Suite 223Plainfield, IN 46168(317) 837-4933comgreg@fsgcorpFinancial and municipal advisory services to municipalities across the State of Indiana. (30 years experience)

Fink Forms, Inc.Becky Chase619 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) [email protected]://www.finkforms.comBudget forms for schools that are Gateway compatible.

GGeorge K. Baum & CompanyDamian Maggos600 E. 96th St., Ste. 540Indianapolis, IN 46240(317) [email protected]://www.gkbaum.comOne of the nation’s leading municipal finance investment banking firms providing a full range of public finance services to borrowers and investors.

Gibraltar Design, Inc.James B. Thompson, NCARB9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) [email protected]://www.gibraltardesign.comFull service Architectural/Engineering Firm with focus on K-12 and Higher Ed facilities.

GMB Architecture + EngineeringJason Miller85 E. 8th Street, Suite 200Holland, MI 49423(676) [email protected]://www.gmb.comA relational, co-designing firm that creates facilities to enhance learning.

HHilliard LyonsRandy Ruel10 West Market Street, Suite 2450Indianapolis, IN 46204(317) [email protected]://www.hilliardlyons.comRegional investment banking firm special-izing in origination, pricing and distribu-tion of tax exempt bonds to Indiana School Corporations.

Hillyard IndianaDarin Miller14317 West Painter DriveDaleville, IN [email protected]://www.hillyard.comFamily-owned national manufacturer of cleaning chemicals and developer of an industry-leading cleaning cost analysis program.

Horace Mann CompaniesLynn Schmale301 E. Carmel Dr., Suite G300-002Carmel, IN 46032(217) [email protected]://www.horacemann.comWe specialize in providing 403(b), Section 125 & auto insurance payroll deductions to school employees.

HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(800) [email protected]://www.hpsnet.comHPS is a member-owned group purchasing organization providing competitive contracts and dealership pricing on furniture and equipment.

Huntington National Bank, TheMichael Gilmore45 N. Pennsylvania St.Indianapolis, IN 46204(317) [email protected]://www.huntington.comBanking, Loans, Investment, Lockbox and Treasury Management Services

IIce Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) [email protected]://www.icemiller.comProvide school construction and cash flow financing; referendum, employee benefits and other related legal services.

Indiana Bond BankRon Mangus10 W. Market St., Suite 2410Indianapolis, IN 46204(317) [email protected]://www.in.gov/bondOur mission is to assist local government in obtaining low-cost finance for their operations.

InterDesignDaniel D. Rawlins141 E. Ohio St.Indianapolis, IN 46204(317) [email protected]://www.interdesign.comArchitecture and Design-Build Criteria Development

InterfaceLarry Boyle235 West 84th StreetIndianapolis, IN 46260(317) [email protected]://www.interface.comInterface modular carpet tile, i2 mergeable dye lot, life time Antimicrobial Inersept no mold warranty with solution dyed nylon – Highest recycled content

JJ & D TurfJamie Mehringer12955 Ford DriveFishers, IN 46038(317) [email protected] http://www.j-dturf.comJ&D Turf is a full service sports turf con-sulting, construction, maintenance and distribution company.

JA Benefits, LLCChristy McNichols1630 H StreetBedford, IN 47421(812) [email protected]://www.JABenefits.comClient focused benefit consulting firm providing clear, simplified solutions to 11630complex school and trust issues.

Johnson-Melloh SolutionsCraig Martin, 5925 Stockberger PlaceIndianapolis, IN 46241(317) 536-6106 [email protected]://www.johnsonmelloh.comRenewable, sustainable, and reliable alternative energy projects for schools.

JPMorgan Chase Bank, N.A.Nancy Dorsa1 East Ohio St, IN1 - 0045Indianapolis, IN 46277(317) [email protected]://www.jpmorgan.comBanker for Government entities in the State of Indiana including cities, counties and K12 school corporations.

KKeyBanc Capital MarketsKelly L. McNairy10 W. Market St, Suite 900Indianapolis, IN 46204(317) [email protected]://www.key.comKeyBanc Capital Markets provides banking and bond underwriting services to municipal entities and educational institutions

Keystone Architecture, Inc.Mark Brandyberry322 Main StreeetLafayette, IN 47901(765) [email protected]://www.keystonearch.comKeystone Architecture is one of Indiana’s largest architectural firms.

KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) [email protected]://www.ki.comSchool furniture with installation, design and budget services.


IASBO Business Associate MembersKovert Hawkins Architects, Inc.Hal E. Kovert630 Walnut St.Jeffersonville, IN 47130(812) [email protected]://www.koverthawkins.comEducational Facilities Planning, Feasibility Studies, Architectural and Interior Design... with Personalized Service.

LL. L. Low Associates, Inc.Andrew Low210 N. Ironwood Dr.South Bend, IN 46615(574) [email protected]://www.lllow.comOver 35 years of providing Indiana schools with financial computer software.

Lancer & Beebe ArchitectureTerry Lancer719 East New York StreetIndianapolis, IN 46202(317) [email protected], Planning, Interior Design

Lewis & Kappes P.C.Robert RundOne American Square, Suite 2500Indianapolis, IN 46282(317) [email protected]://www.lewis-kappes.comLegal Services

London Witte Group, LLCJennifer HudsonOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) [email protected]://www.lwgcpa.comLWG provides comprehensive budgeting, capital planning, debt management and post compliance services to Indiana schools.

MMacAllister Power SystemsRyan Campbell 8800 Brookville Road Indianapolis, IN 46239(317) [email protected]://www.macallisterpowersystems.comSchool buses, generator sets, mobile power generation and landscaping equipment.

Mainscape, Inc.Raymond Robin13418 Britton Park RoadFishers, IN 46038(317) 646-3744 [email protected]://www.mainscape.comLandscape Management and Snow Removal Services.

Matrix IntegrationSara Gerber417 Main StreetJasper, IN 47546(812) [email protected]://www.matrixintegration.comWe are technology advisors. Our expertise includes data centers, networking, comput-ing collaboration, and managed services.

Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(815) [email protected]://www.mavertickec.comEnergy procurement and price risk man-agement specialists.

Mid-American Cleaning Contractors/Fiber CareLiz Fletcher1046 King AvenueColumbus, OH 43212(800) [email protected]://www.macc.net andwww.fibercare.netISSA CIMS-GB certified Janitorial Services & IICRC certified Carpet Cleaning

Milliken CarpetJoe Salerno13945 Brisbane DriveFishers, IN 46038(317) [email protected]://www.milliken.comMilliken offers cushioned back carpet tiles that have anti-microbial technology, better acoustics and adhesive free installation.

MJ Insurance, Inc.Frank T. Crossland9225 Priority Way West DriveSuite 100Indianapolis, IN 46240(317) [email protected]://www.mjinsurance.comEmployee Benefit Advisory Services

NNational Insurance ServicesLandon Mowry11350 N Meridian Street, Suite 120Carmel, IN 46032(317) [email protected]://www.nisbenefits.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.

OOdle McGuire Shook CorporationMatt Mayol429 N. Pennsylvania St., Suite 202Indianapolis, IN 46204(317) [email protected]://www.omscorp.netArchitecture, Master Planning, Interior Design, Landscape Architecture

PPatcraft Commercial FlooringScott Martin551 S Sawmill RdFranklin, IN 46131(317) [email protected]://www.patcraft.comFloorcovering

Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) [email protected]://www.performanceservices.comDesign-Build, guaranteed savings con-tracts, geothermal, and wind power.

Piper Jaffray & Co.David Wimmer459 East 96th Street, Suite 500Indianapolis, IN 46249(317) [email protected]://www.piperjaffray.comNot every firm can help underwrite and distribute bonds that lead to successful transactions. Piper Jaffray can. We use our experience, resources and trading capabili-ties to bring full-service support to our K-12 education clients.

PNC Bank, N.A.Ellen Shirley101 W Washington Street, Suite 400EIndianapolis, IN 46204(317) [email protected] financial products and services to schools, to include treasury management, leasing and investment management.

Primary Engineering, Inc.Mike Lubbehusen, PE2828 Lake AvenueFort Wayne, IN 46805(260) [email protected] engineering services for HVAC, lighting, power and communication systems. Infrared thermal imaging and wireless network modeling.

Public Trust AdvisorsGreg Wright717 17th Street, Suite 1850 Denver, CO 80202(303) 244-0461 [email protected] Public Trust Advisors manages TrustINdiana.

RRE Sutton & Associates, A Division of Brown & BrownRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) [email protected]://www.resutton.comEmployee benefit consultants specializing in Indiana public school corporations.

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

Regions BankJenny LurkinsOne Indiana Square, Suite 903Indianapolis, IN 46204(317) [email protected]://www.regions.comRegions is a full service financial institu-tion offering solutions designed specifically for governments.

Ryan Fire ProtectionEdwin Frieden9740 E. 148th StreetNoblesville, IN 46060(317) [email protected]://www.ryanfp.comFire Sprinkler / Fire Alarm / Fire Extin-guisher Installation, Inspection, Testing and Maintenance.

SSchamber Group, Inc., TheElaine M. Schamber, PhD, CFP, AIFA3526 Osborne Lane, Suite 8PO Box 4698LaFayette, IN 47903-4698(765) [email protected] services and investment oversight for School Corporation Retirement Plan Sponsors and their Investment Committees

Schmidt Associates, Inc.Ben Bain415 Massachusetts AvenueIndianapolis, IN 46204(317) [email protected]://www.schmidt-arch.comSchmidt Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.

Security Benefit CorporationFrank J. Vargo12099 Lupine LaneGranger, IN 46530(800) 888-2461 [email protected]://www.securitybenefit.com/indianaSecurity Benefit helps educators to and through retirement by providing 403(b), 457, 401a and VEBA programs.

Skillman Corporation, TheBart York3834 S Emerson AvenueIndianapolis, IN 46203(317) [email protected]://www.skillman.comProject Administration & Construction Management


IASBO Business Associate MembersSoftware Systems, Inc.Rich Miller432 S Emerson Ave, Ste 200Greenwood, IN 46143(317) [email protected]://www.softwaresystemsinc.comProviding Indiana Schools with Financial, Payroll/Human Resources, Employee Portal, Extra-Curricular Software Applications.

Stair Associates, Inc.Reggie Laconi9641 Commerce Dr.Carmel, IN 46032(317) [email protected]://www.stairnet.bizArchitectural and Engineering design for schools, with a focus on energy efficient systems including geothermal.

Statewide Credit Association, Inc.Don Hodson6957 Hillsdale CourtIndianapolis, IN 46250(317) [email protected]://www.statewidecredit.netLocal agency that specializes in increasing book rental funds for school corporations at a low cost.

StifelMike Schumaker30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) [email protected]://www.stifel.comIndiana’s largest independently owned investment banking firm specializing in financial consulting and bond underwriting.

Stifel, Nicolaus & Company, Inc.Lorenzo Boyd501 N. BroadwaySt. Louis, MO 63102(314) [email protected]://www.stifel.comFinancial services and bond underwriting.

TTaft Stettinius & Hollister LLPJames D. Shanahan (Jimmy)111 East Wacker Drive, Suite 2800Chicago, IL 60601(317) [email protected]://www.taftlaw.comLegal Services - Bond Counsel and Oper-ating or Construction Referendum Counsel

Tandus CentivaJen Maynard2527 Shannon LaneKokomo, IN 46901(765) [email protected]://www.tandus-centiva.comCarpet and luxury vinyl tile manufacturer, project/design consultation.

TCU (Teachers Credit Union)Tracy L. McCartyOne North Capitol Ave., Suite 101Indianapolis, IN 46204(317) 917-2011 ext. [email protected]://www.tcunet.comSavings, Checking, Loans, Investment Services, Mortgage Services, Insurance and Financial Empowerment.

The Gordian GroupChris Rostick222 Arbor DriveCarmel, IN 46032(317) [email protected]://www.thegordiangroup.comJob Order Contracting/Construction Procurement Services

TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) [email protected] and sustaining safe, comfortable, and efficient environments.

TrustINdianaCindy Burres Barger200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) [email protected]://www.trustindiana.in.govLocal government investment pool

Tyson Onsite LLCBryan Ferry2301 South Holt RoadIndianapolis, IN [email protected]

UU.S. Bank Global Corporate Trust ServicesLois Moore10 W. Market St., Suite 1150Indianapolis, IN 46204(317) [email protected]://www.usbank.comUS Bank is a leader in provider of bond trustee and paying agent services for school corporations.

UmbaughBelvia Gray8365 Keystone Crossing, Ste 300Indianapolis, IN 46240(317) [email protected]://www.umbaugh.comFinancial advisor to local governments.

VVALIC Amy Cummings 630 W Carmel Dr., Suite 140 Carmel, IN 46032 (317) [email protected]://www.valic.comNumber one provider of retirement programs for K-12 in the U.S.

Van Ausdall & Farrar, Inc.Andrew Kimbrough6430 East 75th StreetIndianapolis, IN 46250(317) [email protected]://www.vanausdall.comLeading business technology/services pro-vider offering Copiers, MPS, IT Services, Software/Workflow solutions and on-site managed services.

Van Gorp GroupAnthony J. Van Gorp10971 Four Seasons Place, Ste. 134Crown Point, IN 46307(630) [email protected]://www.vangorpgroup.com3M Security Window Film Distributor

ZZions First National BankRobert Cafarelli111 West Washington, Suite 1860Chicago, IL [email protected]://www.zionsbank.com/business/trust-service-bf.jspTrustee, Paying Agent, Bond Register & Investment Services

FTS! Along with IASBO (Indiana Association of School Business … · 2018. 4. 4. · FTS! Along with IASBO (Indiana Association of School Business Offi-cials) I’d like you to also

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