Inter-Com · IASBO InterCom March 2018 - 1 Office of Executive Director One N. Capitol, Suite 1215 Indianapolis, IN 46204 (317) 639-3586 x106 FAX (317) 639-4360

IASBO InterCom March 2018 - 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

Hello My Friends!

Over the years, I have heard or overheard conversations at the workplace about people who have retired or resigned. Sometimes the conversation is very positive and sometimes not so much. I think we all know why that happens, but I will still include a preface before I actually say why.

As humans, we have incredible power. This power comes from the ability to choose. The abil-ity to choose compassion, patience, understanding over indifference, intolerance, insensitivity. The ability to talk less and listen more. The ability to be open and accept others for who they are. The ability to believe in the power of people and ideas. The ability to choose our attitude every day.

So there it is. The ability to choose our attitude. The attitude we choose determines how we will react to circumstances and to people. Our attitude will determine if we will be happy or sad; angry or calm; patient or intolerant; understanding or indifferent; helpful or unsupport-ive. In a group situation, it can energize your team leading to a positive solution or blaze a path to a negative outcome. It can bring enthusiasm and optimism to the day or suck the life out of it. Moreover, not just for you but for all those around you as well.

The attitude we choose will play a major role on whether we make people feel good or bad. A positive attitude can have a powerful influence over others but do not discount those with a negative attitude. A negative attitude wields just as much influence over others as a positive one. The

Articles of Interest . . .President’s Message ................................. 1-3From Denny’s Desk ......................................4IASBO 2018 Calendar ..................................6HEA 1009 Workshops & Materials ............6HEA 1009 Workshops Schedule ..................7Spring Institute .................................. 8 & 10IASBO Award Recipients .................... 12-13

Parent Consent on Human Sexuality ........12Treasurer’s Workshop Agendas ......... 14-15IASBO New Members ......................... 16-17Accounting Seminar ...................................18Certification Program Agenda ..................19IASBO Sponsors ........................................ 20Business Associates................................ 22-26

• PERFORMANCE SERVICES • AMERICAN FIDELITY • STIFEL • ICE MILLER • TRUSTINDIANA

Platinum Sponsors

President’s Message

Ted Zembala,IASBO President

continued on page 2

2 - IASBO InterCom March 2018

IASBO OFFICERS ANDBOARD OF DIRECTORS 2017-2018

President Ted Zembala, HobartPresident-Elect Kevin Scott, ElkhartVice President Scott Bowling, CrawfordsvilleTreasurer Carla Gambill, Linton StocktonRegional Directors Terms Ends June, 2019 Jim Evans, Wawasee Lana Crum, Tippecanoe Karen Scalf, Richmond Jud Wolfe, Plainfield Myra Fischvogt, Jennings County

Term Ends June, 2018 Rob James, Lake Central Cathy Phillip, Lakeland Stanley Hall, Peru Tanya Pearson, North Putnam Rick Allen, Southeast Dubois

Past President Weedie Smith, Decatur County

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 1difference is that people naturally gravitate to those with a positive atti-tude. Those with a negative attitude however are not satisfied with being negative just by themselves so they are recruiting. To that point, I re-member a friend telling me he no longer would go into a particular break room at work because of the negativity. He said he finally realized that even though he would start the day feeling great and upbeat, he ended up angry and loaded for bear after he left that room. He even began not liking certain individuals he hardly knew. That attitude not only stayed with him for the rest of the day but followed him home as well. Yikes!

It would be great if all we had to do were to drop some fairy dust on the negative person to turn them around. However, timing is everything and the negative person might be in a place just like the one in the fol-lowing illustration.

Ok. So there is no such thing as fairy dust. However, there have been times when I was half-tempted to sprinkle glitter on a negative person without them knowing. I mean, who can take a negative person seriously when they are wearing glitter?

Again, it is no mystery that our attitude plays a crucial role in the events of the day. It also plays an important role in the success or lim-ited success of our school corporation’s mission. In a workplace where negativity is left unchecked employees end up with a dismal outlook. There is an unwillingness to try new things or work collaboratively. Mo-rale is low. Performance is uninspired.

It is just the opposite when we bring a positive attitude to the work-place. You will make better decisions. There is improved morale. There is a willingness to be creative and try new things. A willingness to share information, ideas, and work collaboratively. It lowers the rate of turnover. Most of all it binds people together in knowing they are part of a team instrumental in the success of the mission and making a differ-ence. Need more? Try this. You will live longer.

Every day we have a chance to be better than we were yesterday. Every day we have the opportunity to play a positive role in the lives of others and to the success of the mission. Every day, the attitude we choose, will build the legacy that will remain in people’s memory. To quote Maya Angelou,”People will forget what you said, people will for-get what you did, but people will never forget how you made them feel.”

With Positive Regards, Ted

continued on page 3


https://goo.gl/cWgvQV

P.S.Below is the QR code and the link to my InterCom

Google Drive folders. Every month I will be sharing spreadsheet files, how to’s, etc. If you have trouble with the link after clicking it, try copying the link then paste it in your browser.

In the March Google shared folder, I have up-loaded a Budget Calendar Calculator and Bid Date Calculator along with a screen recorded tutorial. You may not have a need for something like this but it is fun to play with.

President’s Message . . . continued from page 2

I also hope you had a Happy St. Patrick’s Day. In celebration of the day, I included the Denes Agay choral arrangement of Old Irish Blessing in the Google March InterCom folder. You can also scan the QR code below to open and play the file. Sláinte!

2018 IASBO Annual MeetingMay 9-11 • French Lick


from Denny’s DeskDennis Costerison, IASBO Executive Director

The last hours of the 2018 regular session of the Indiana General Assembly ended in chaos and Governor Holcomb has or-dered a special session. From all indications, the special session will begin during the week of May 14. Between now and then, the Repub-lican legislative leadership will be meeting to determine what issues will be heard during the special session. Governor Holcomb has stated that he only wants the fol-lowing issues discussed during the special session:

• Increase funding for the Indi-ana Secured School Fund by $5 million in 2018 and 2019.

• Allow school corporations to obtain funding advances for school security equipment and capital purchases.

• Provide Muncie Community School Corporation with a one-time $12 million loan from the Common School Fund.

• Conform with federal tax reform changes.

• Comply with IRS rules to protect federal taxpayer in-formation and assure access to federal tax data.

The Governor can suggest what will be heard, but the Speaker of the House and President Pro Tem of the Senate will have the last

word on the issues presented. It is for sure that the above issues will be placed in bills for the special session, but what else could be added? At the end of the regular session, several issues were added to tax bills that did not pass. None of these additional provisions dealt with public education.

With a special session, ev-erything starts over. All of the bills that failed on March 14 are dead, such as HB 1315, HB 1230, HB 1104 and SB 242. Unless the House and Senate rules are waived, the special session will last at least three days. Will some of the other provisions specifi-cally in HB 1315 be resurrected? Will the language dealing with the Gary school board, the Ball State University take-over of the Mun-cie Community Schools, and the new fiscal indicators provisions come back in May? Time will tell what will be discussed in May. IASBO will be in the halls of the State House for the special session providing updates on any legisla-tive action.

IASBO and IAPSS have begun our workshops on HEA 1009. We greatly appreciate the assistance of the Department of Local Govern-ment Finance and the State Board of Accounts with the workshops. Six more regional workshops will be held in early April. Further, there will be two pre-conference workshops held at the IASBO

Annual Meeting regarding HEA 1009.

The 2018 IASBO Annual Meet-ing will be held on May 9-11 at the French Lick Springs Hotel and Event Center. A terrific program has been created by the IASBO Professional Development Com-mittee. The exhibit hall with more than 190 exhibit booths was filled two weeks ago. Bob Ash, the great story teller and philoso-pher, will be the keynote speaker. IASBO President Ted Zembala has chosen the following theme for the Annual Meeting: “Enjoy What You Do”. More informa-tion of the Annual Meeting will be distributed on the IASBO website in the near future.

“Education is the most powerful weapon which you can use to change the world.”

Nelson Mandela


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APRIL, 2018

April 7-9 NSBA Annual Conference San Antonio, TX April 10-11 Spring Institute – Certification Courses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • HR110 Introduction to Human Resources Administration • HR112 Labor Relations / Contract Administration • HR111 Benefits Administration • HR116 Group Health / Medical Insurance April 12-13 Leadership Academy Marriott North, Indianapolis April 16-17 Treasurers Workshop Days 3 & 4 (B113) MSD of Warren Township Education & Community Center, Indianapolis April 19 Extracurricular Accounting Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 23 Certification Courses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • A110 Fund Accounting / Budget Cycle / Audits • A111 Information Reporting & Data Analytics

2018 Indiana ASBO Professional Development Calendar

MAY, 2018

May 9-11 IASBO Annual Meeting French Lick Resort, French Lick

May 9 Certification Courses • A114 Accrual Accounting • ADM112 School Law & Administrative Rules - Advanced • HR114 Collective Bargaining Strategy & Law • ADM117 Transportation Administration May 28 Memorial Day June, 2018 May 31 – June 1 IASBO Board of Directors Leadership Conference/Board Meeting TBD June 5-6 Summer Institute – Certification Courses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • ADM111 School Law & Administrative Rules - Basic • HR115 Managing People • B150 Budgeting for School Operations June 8 ISBA School Law Seminar Ivy Tech, Indianapolis June 13 Joint Budget / Finance Seminar - ISBA / IAPSS / IASBO 502 East Event Center, Carmel

IHEA 1009 WORKSHOPS AND MATERIALSIASBO and IAPSS has held the first four of the ten workshops scheduled regarding HEA 1009. We greatly appreciate the assistance of the Department of Local Government Finance and the State Board of Accounts for their efforts and support of the workshops. In the first four workshops, we stated that the power point presentations and accompanying materials would be placed on our websites. This includes the draft of the new Chart of Accounts from the SBOA. Further, the first edition of HEA 1009 Frequently Asked Questions from IASBO is on the websites. The FAQ’s will be updated as new questions and an-swers arise. For IASBO, you can find this information under the Professional Development tab and then click on HEA 1009 Workshop Materials. Please contact Denny Costerison if you have any questions on these materials.


2018 HEA 1009 WORKSHOPSIndiana ASBO in conjunction with IAPSS will be sponsoring more free workshops in April regarding the implementation of HEA 1009. The workshops will be held in six IASBO regions. Presenting at the workshops will be representatives from the State Board of Accounts, Department of Local Gov-ernment Finance, and Indiana ASBO. Registration forms for the workshops are available on the IASBO website.

April 3 IASBO Region 4 The Trails, LafayetteApril 4 IASBO Region 5 Bel Aire Events Center, KokomoApril 5 IASBO Region 10 Clifty Falls Inn,

MadisonApril 6 IASBO Region 9 Huntingburg Event

Center, HuntingburgApril 9 IASBO Region 8 Primo South, Indianapolis April 10 IASBO Region 6 Civic Hall Performing

Events Center, Richmond

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IASBO Gold Sponsor . . .

BOND BANK 2018 MIDYEAR ADVANCE FUNDING PROGRAM

The Indiana Bond Bank is now ac-cepting applications for its 2018 Mid-year Advance Funding Program. The Midyear program is aimed at entities that will have a cash flow deficit during the second half of 2018, within a prop-erty tax based fund. Schools may also borrow against their General Fund. All funds must be repaid on or before De-cember 31, 2018 with some payments potentially due on June 29, 2018.

If you are interested in participating in the Midyear program, please review the participant schedule and submit the participation survey. The Bond Bank’s fax number is 317-233-0894 or you can email the survey to my attention at [email protected].

If you have any questions regarding the 2018 Midyear program, please do not hesitate to give Matt Zimmerman a call at 317-233-0090.


IASBO Certification Program

Spring Institute April 10 – 11, 2018

Primo Banquet & Conference Center 2615 National Ave., Indianapolis, IN 46227

AGENDA

Tuesday, April 10, 2018

8:30 a.m. Registration

9:00 a.m. Introduction to Human Resources Administration (HR110) Dr. Shenia Suggs, Asst. Superintendent for Human Resources, MSD of Wayne

Township Susan DeLong, Asst. Superintendent for Human Resources, Tippecanoe School Corp.

The course will focus on the overall aspects of human resources in public schools. Topics will include staffing practices for both certified and classified positions, at-will employees, benefits administration, labor relations, employee retirement plans, contract administration, and payroll administration. (Required – CBO, HR / Elective –ACBO, BOS, FD)

12:00 p.m. Lunch 1:00 p.m. Labor Relations & Contract Administration (HR112)

Michelle Cooper, Director, Lewis & Kappes The course will detail administration of the collective bargaining contract regarding discussion, grievances, complaints, salaries and wages, and benefits. The course will also examine the legal differences between an employee and an independent contractor, and issues related to at-will employees, workers compensation, job site discrimination, sexual harassment, and various types of employee leave. (Required –HR / Elective – CBO, ACBO, BOS, FD)

4:00 p.m. Evaluation / Forms / Adjournment




Spring Institute

April 10 – 11, 2018 Primo Banquet & Conference Center

2615 National Ave., Indianapolis, IN 46227

AGENDA

Wednesday, April 11, 2018


9:00 a.m. Benefits Administration (HR111) Dr. Shenia Suggs, Asst. Superintendent for Human Resources, MSD of Wayne Township Debra 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, 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. Group Health / Medical Insurance (HR116)

Richard Sutton, RE Sutton & Associates Bill Mallers, Business Manager, Northwest Allen County Schools

The course focuses on the basics of group insurance especially medical benefits, premium contributions, fully insured programs, minimum premium, self-funded, networks, trusts (MEWA), PL 232, reserves, open enrollments, Affordable Care Act, HIPPA, COBRA, dental, vision, life, LTD, and long term care. (Required – CBO, ACBO, HR / Elective –BOS, FD)

4:00 p.m. Evaluation / Forms / Adjournment


continued on page 12

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2018 IASBO AWARDS STATE-WIDE RECIPIENTS

The IASBO Awards Committee has selected the state-wide recipients for the 2018 IASBO Awards Program. From the ten regional recipients, the committee selected the state-wide recipient. The 2108 recipients are:

Treasurer of the YearCarla Gambill, Linton-Stockton School Corporation

School Business Official of the Year (tie)Lynn Kwilasz, Duneland School Corporation

Weedie Smith, Decatur County School Corporation

School Support Professional of the YearDeb Wolfe, MSD of Washington Township

Indiana ASBO congratulates these four outstanding school business officials and all of the re-gional recipients. These individuals will be honored at the IASBO Annual Meeting in French Lick during the Awards Banquet on May 10.

Parent Consent For Instruction on Human Sexualityby Lisa F. Tanselle, ISBA General Counsel [email protected]


2018 INDIANA ASBO REGIONAL AWARD RECIPIENTS

Listed below are the 2018 IASBO regional award recipients for Treasurer of the Year, School Business Official of the Year and School Support Professional of the Year. These IASBO mem-bers will be honored at the Awards Banquet on May 10 at the IASBO Annual Meeting in French Lick. Congratulations to all of our regional recipients.

Treasurer of the Year

Region 1 – Meghan Damron, Treasurer, Griffith Public SchoolsRegion 2 – April Fitterling, Treasurer, Warsaw Community SchoolsRegion 3 – Anita Heyerly, Deputy Treasurer, Adams Central Community SchoolsRegion 4 – Trudie Dillon, Treasurer, Covington Community School CorporationRegion 5 – Tarinna Morris, Director of Business Affairs, Madison-Grant United School Corp.Region 6 – Jan Hinty, Treasurer, Greater Randolph Interlocal CooperativeRegion 7 – Carla Gambill, Treasurer, Linton-Stockton School CorporationRegion 8 – Stacey Smith, Treasurer, Plainfield Community School CorporationRegion 9 – Courtney Bohleber, Treasurer, Evansville-Vanderburgh School CorporationRegion 10 – Myra Fischvogt, Deputy Treasurer, Jennings County School Corporation

School Business Official of the Year

Region 1 – Lynn Kwilasz, Chief Financial Officer, Duneland School CorporationRegion 2 – Carol Kuzmicz, Deputy Treasurer, John Glenn School CorporationRegion 3 – Brad Yates, Assistant Superintendent, MSD of Bluffton-HarrisonRegion 4 – Amanda Brackett, Chief Financial Officer, Tippecanoe School CorporationRegion 5 – Robert Schultz, Chief Financial Officer, Marion Community Schools Region 6 – Weedie Smith, Business Manager, Decatur County Community SchoolsRegion 7 – Bruce Perry, Chief Financial Officer, Vigo County School CorporationRegion 8 – Mike Reuter, Chief Financial Officer, Hamilton Southeastern Schools Region 9 – Darrell Bobe, Superintendent, North Knox School CorporationRegion 10 – Steve Nauman, Business Manager, Seymour Community Schools

School Support Professional of the Year

Region 1 – Christine Clarahan, Director of Food & Nutrition Services, School City of HammondRegion 2 – Brenda Troyer, Payroll & Benefits Coordinator, Rochester Community School Corp.Region 3 – Jennifer Landez, Human Resources Director, Lakeland School CorporationRegion 4 – Chuck Bear, Director of Facilities and Grounds, Lafayette School CorporationRegion 5 – Corie Armes, Deputy Treasurer, Maconaquah School CorporationRegion 6 – Shawntel Baker, Deputy Treasurer, Randolph Southern School CorporationRegion 7 – Michael Howard, Director of Extended Services, Clay Community Schools Region 8 – Deb Wolfe, Benefits Specialist, MSD of Washington TownshipRegion 9 – No Award RecipientRegion 10 – James Tedder, Transportation & Facilities Director, Flat Rock-Hawcreek School Corp.


IASBO 2018 TREASURER’S WORKSHOP DAY #3 MSD of Warren Township Education & Community Center

975 N. Post Rd., Indianapolis April 16, 2018

8:30 Registration 9:00 Welcome 9:15 Cash Management

Presenter: Steve Naumann, Business Manager / Treasurer, Seymour CS 10:15 Break 10:30 Budget Development Presenters: Lynn Kwilasz, Chief Financial Officer, Duneland SC Stephanie Pittman, Treasurer, Bremen Public Schools

12:00 Lunch 1:00 Budget Development, (cont’d.)

1:45 Break 2:00 Budget Development, (cont’d.) 2:55 Questions / Evaluations/ Wrap Up 3:00 Adjournment

Day 4 Workshop – April 17, 2018

IASBO 2018

TREASURER’S WORKSHOPDAY #3


IASBO 2018 TREASURER’S WORKSHOP DAY #4 MSD of Warren Township Education & Community Center

975 N. Post Rd., Indianapolis April 17, 2018

8:30 Registration 9:00 Welcome 9:05 Educational Information Systems – IN Department of Education

Presenter: Michelle Tubbs, Director of Data Collections, IDOE

10:15 Break 10:30 School Finance Reporting – IN Department of Education

Presenter: Melissa Ambre, Director, IDOE Division of School Finance Amy Pattison, Assistant Director, IDOE Division of School Finance

12:00 Lunch

12:45 School Finance Reporting, (cont’d.)

1:30 Break 1:45 Special Education Grants – IN Department of Education

Presenter: Jennifer Thompson, Grants Supervisor, IDOE

2:55 Questions / Evaluations / Wrap Up 3:00 Adjournment

IASBO 2018

TREASURER’S WORKSHOPDAY #4


IASBO New Members Region 1NICOLE BIEHNHR Coordinator Valparaiso

SANDY FAVORS Financial AssistantTri-Creek

LUANN KENWORTH HR/Benefits AdminValparaiso

NELSON L. PENA Deputy TreasurerEast Chicago, School City of

CYNTHIA SCROGGINS SuperintendentWhiting, School City of

JOSHUA STIENERDistrict MaintenanceTri-Creek

OMI SUITER Benefits CoordinatorValparaiso

JASON WATHEN Supervisor of Custodial ServicesTri-Creek

VICKI WIETBROCK Financial AssistantTri-Creek

LINDA ZABOROWSKI Accounts Payable SpecialistMunster

Region 2KATIE BRADSHAW Payroll SpecialistConcord

MARK FICKDirector of TransportationWarsaw

JIM LEMASTERSDirector of Facilities OperationWarsaw

JUAN MARTINEZ-LEGUS Director of Transportation South Bend Community Schools

KIM RICHARDSONBusiness ManagerSouth Bend Career Academy

ALLISA SCHNICK Assistant SuperintendentKankakee Valley

Region 3RENEE DAWSONDirector of TransportationDeKalb County Central

RHNEA SCHINBECKLERDeputy TreasurerSmith-Green

Region 5VICKI BAILEYCorporation SecretaryClinton Prairie

LINDA BISHOPTransportation SecretaryNorthwestern Schools

NICOLE SNYDERDeputy TreasurerNorth Miami

DAVID TIJERINAPrincipalAnderson

Region 6KATRINA FAULK Director of TransportationFayette County

KATHY LANDTransportation SecretaryDecatur County

Region 7MARILYN BURCHCorporation TreasurerEastern Greene

MICHELLE EMMONSPayroll/HRWhite River Valley

JEFF GIBBONEYSuperintendentBloomfield School District

ANGIE GILSTRAPECA TreasurerSouthwest Parke

continued on page 17


IASBO New Members continued CARIANNE HELMSHR SecretaryEastern Greene

AMY ROGERSECA TreasurerEastern Greene

DR. TERRY TIPPINDirector of OperationsNorth Putnam

Region 8JACOB BRANDAUPrincipalOptions Charter School Noblesville

ANGELA CASEY Payroll SpecialistLawrence Township, MSD of

AMBER COLLINS ECA TreasurerNorthwestern School Cop

JESSIE FOUSTFacilities AdministratorWarren Township

TERESA HEMMERLEAuditorIN Dept. of Education

ERIC JACKSON, IIBusiness Instructor Indianapolis Public Schools

STEPHEN JEWELL Assist Director of FacilitiesWarren Township

ROBERT MARTIN Director of TransportationSouthern Hancock County Schools

RAE ANNE MOTSINGER ComptrollerISBA

STACY PARMERInternal Controls/ECA CoordinatorFranklin Community

EMILY PICKHARDT HR CoordinatorClark-Pleasant

VICKI R. SCOTTPayroll Specialist Lawrence Township, MSD of

SARAH STEPHENSONHuman ResourcesLawrence Township

DAVID TINKLEPayroll Clerk Northwestern CSD of Shelby Co.

KEYANA WARRENBenefits CoordinatorClark-Pleasant

Region 9GRETCHEN BRINKMANDeputy TreasurerNortheast Dubois

SHENAE ROWE Food & Nutrition DirectorWarrick

Region 10CATHY BEARTransportation CoordinatorSouthwest Jefferson

KATHRYN CONRAD Title Services Grant MonitorBartholomew

RUTH GILBERTTreasurerSalem


IASBO EXTRACURRICULAR ACCOUNTING SEMINAR

April 19, 2018

Primo Banquet & Conference Center, 2615 National Avenue, Indianapolis, 46227


9:00 a.m. Welcome

9:05 a.m. Legal Responsibilities, Fund, Revenue, & Investments Jennifer Hopkins, Payroll & Benefits Coordinator, Peru CS

Expenditures, Bank Reconcilements, & Balancing Rob James, Director of Business Services, Lake Central SC

10:30 a.m. Break

10:45 a.m. Expenditures & Purchasing, cont’d.

11:00 a.m. ECA Risk Report, Internal Controls, & Audits Ryan Preston & Chase Lenon, Schools & Townships, State Board of Accounts

12:00 p.m. Lunch

1:00 p.m. Break-Out Group Discussions (2 sessions approx. 1 hour each) Session 1 Discussion sessions will be broken down by interests of Elementary/Jr. High, High School ECA Treasurers, & State Board of Accounts

2:00 p.m. Session 2 Break-Out Group Discussions begin Discussion sessions will be broken down by interests of Elementary/Jr. High, High School ECA Treasurers, & State Board of Accounts

3:00 p.m. Adjournment (Forms)



Risk Management, Environmental Health, & Safety (ADM115) Information Reporting & Data Analytics (A111)

April 23, 2018 Primo Banquet & Conference Center

2615 National Ave., Indianapolis, 46227

AGENDA

8:30 a.m. Registration 9:00 a.m. Risk Management, Environmental Health & Safety (ADM115)

Mike Salazar, Vice President, Charlie Vaught, Risk Consultant, & Andy Brown, Sr. Vice President, Gregory & Appel Insurance

The course will present the basics of risk management and a review of the types of insurances needed by school operations. The primary focus will be on worker’s compensation, property/casualty, liability, errors and omissions, valuable papers, rental value, and other school specialty risks. A portion of the program will be devoted to understanding options for purchasing insurance, pools, cooperatives, safety committees, and self-funded programs. The course will provide an overview of environmental health and safety relative to the school environment. (Required – CBO, BOS, FD / Elective – ACBO, HR)

Noon Lunch

1:00 p.m. Information Reporting & Data Analytics (A111) Ted Zembala, Business Manager, School City of Hobart Scott Gralla, Sr. Analytics Advisor & Wes Karsten, Relationship Manager, Forecast5

Analytics

Data is gathered and used daily to analyze, make decisions, and communicate information. Effective presentation of data presents a story to school corporation stakeholders. This course will demonstrate how data sets can be transformed into summary tables and analytics using Excel formulas, pivot tables, and graphs. It will include examples of board reporting, budgeting, internal controls, survey results, test scores, and more. Best practices of identifying and utilizing peer groups will be shared and examples of an analytic tool utilized by Indiana school corporations will be demonstrated. Forecast5 Analytics representatives will share data techniques used to communicate historical, current, and projected financial information. (Required – CBO, ACBO / Elective – BOS, FD, HR)

4:00 p.m. Evaluation/ Complete Credit Forms

IASBO EXTRACURRICULAR ACCOUNTING SEMINAR

April 19, 2018

Primo Banquet & Conference Center, 2615 National Avenue, Indianapolis, 46227


9:00 a.m. Welcome

9:05 a.m. Legal Responsibilities, Fund, Revenue, & Investments Jennifer Hopkins, Payroll & Benefits Coordinator, Peru CS

Expenditures, Bank Reconcilements, & Balancing Rob James, Director of Business Services, Lake Central SC

10:30 a.m. Break

10:45 a.m. Expenditures & Purchasing, cont’d.

11:00 a.m. ECA Risk Report, Internal Controls, & Audits Ryan Preston & Chase Lenon, Schools & Townships, State Board of Accounts

12:00 p.m. Lunch

1:00 p.m. Break-Out Group Discussions (2 sessions approx. 1 hour each) Session 1 Discussion sessions will be broken down by interests of Elementary/Jr. High, High School ECA Treasurers, & State Board of Accounts

2:00 p.m. Session 2 Break-Out Group Discussions begin Discussion sessions will be broken down by interests of Elementary/Jr. High, High School ECA Treasurers, & State Board of Accounts

3:00 p.m. Adjournment (Forms)


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Indianapolis

South Bend


IASBO Business Associate Members1st Source BankJessica Watts14 Indiana AvenueValparaiso, IN [email protected]

3D E-Consulting Group LLCDale Dorsey15921 Presick LaneGranger, IN 46530(574) [email protected] & EZROUTING software simplify education transportation.

AABM 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 & TintingSteven [email protected] Fernhill AvenueFort Wayne, IN 46805

Asset Control Solutions, Inc.Kim Falco2040 E. Algonquin RoadSchaumburg, IL 60173(847) [email protected]

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

Astra InsuranceDavid [email protected] N Meridian StreetIndianapolis, IN 46290

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., TheJerry Fields300 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.

Benefits 7 IncJames Franklin780 Old Wheatland RoadVincennes, IN [email protected]

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

Cigna Group InsuranceLindsay Voris11595 N. Meridian Street, Suite 500Carmel, IN 46032(317) [email protected]

CIS AuctionsBen [email protected] Box 626East Tawas, MI 48730

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.

Colonial LifeLydia Clark1200 Colonial Life Boulevard WestColumbia, SC 29210(317) [email protected] 4000 schools trust Colonial’s no-cost solution to streamlining & automating benefits open enrollment.

Crowe Horwath LLPTim Berry135 N. Pennsylvania Street, Suite 200Indianapolis, IN 46204(317) [email protected] Accounting Services

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

DDanmar Contracting LLCNick Verhoff14088 Princewood DriveFishers, IN 46037(317) [email protected]

Deem, 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


IASBO Business Associate MembersEEducation 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 Service Centers Risk Funding TrustCarrie Milner1764 North 25 East Greencastle, IN 46135(765) [email protected]

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.

EDUStaffAngeline [email protected]

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.

EMCOR 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.

First Internet BankTim Dusing11201 USA ParkwayFishers, IN 46037(317)[email protected]

First Merchants BankFrancis Kelley1033 N. Meridian Street – Suite 350Indianapolis, IN [email protected](317) 566-7683

GArthur J. Gallaher & CoAlexis [email protected] E Carmel Dr., Suite 400Carmel IN 46032

George 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.

GSF USA, Inc.Sallie Jones2701 Fortune Circle East Drive, #DIndianapolis, IN [email protected]

HHCO Architects, Inc.Henry [email protected] N Meridian StreetIndianapolis, IN 46208

Heartland School SolutionsMary Ryan787 Elmgrove RoadRochester, NY 14624(800) 724-9853 [email protected]

Hilliard 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.

Horizon BankDave Voris302 N. Alabama StreetIndianapolis, IN 46204(317) [email protected] services including deposit ac-counts, treasury management, investments, and municipal financing

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


IASBO Business Associate MembersIIce 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

IPEPPatrick [email protected] South Reed RoadKokomo, IN 46903

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 SolutionsJessica [email protected] Stockberger PlaceIndianapolis, IN 46241

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.

Kovert 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.

LLegat ArchitectsRobin Randall2015 Spring Road, Suite 175Oak Brook, IL 60523(630) [email protected] and interior design

L. 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

LWG CPAs & AdvisorsJennifer 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.

Matrix IntegrationSara [email protected] Main StreetJasper, IN 47546

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

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

Moisture ManagementJason [email protected] Crosspoint Blvd., Suite 100Indianapolis, IN 46256

Mr Davids Flooring InternationalTom [email protected] W 84th StreetIndianapolis, IN 46268

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.

NFP Property & Casualty ServicesTim McCormick302 E. Market StreetCrawfordsville, IN 47933(765) [email protected]

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

O. W. Krohn & Associates LLPJarrod Hall231 East Main StreetWestfield, IN 46074(317) [email protected]

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


IASBO Business Associate MembersPerformance 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.

Platinum Earth, LLCHeather [email protected] Suncatcher DriveFishers, IN 46037

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.

ProCourse Fiduciary Advisors, LLCDouglas Prince1180 Medical Court, Suite ACarmel, IN 46032(317) 708-4151dprince@kprocourseeady.comwww.procourseadv.comIndependent firm providing retirement and fiduciary investment advice (401(k), 403(b), 457, etc.) to school corporations throughout Indiana

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

RRCR Technology CorporationMichael Buffington251 N. Illinois Street, Suite 1150North TowerIndianapolis, IN 46204(317) [email protected] provide services such as data ware-housing, business intelligence solutions, application development, systems & data integration as well as data conversion.

RE 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.

Reitano Design GroupScott Reitano302 N. East StreetIndianapolis, IN [email protected]

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

SkywardGannon [email protected] Skyward DriveStevens Point, WI 54482

Software 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.

Steele BenefitsSteve [email protected] Crawfordsville RoadIndianapolis, IN 46234

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.

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.

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]


IASBO Business Associate MembersUU.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

INDIANA ASBO APPARELIASBO has secured a contract with a company to provide shirts,

sweaters, jackets, hats, etc. with the IASBO logo to Indiana ASBO members. Please go to the IASBO website and click on “IASBO Apparel”. Review the offerings that include many different colors. The IASBO Board of Directors hope that many members will pur-chase IASBO merchandise and wear it at the Annual Meeting and other educational activities. If you have questions on the IASBO apparel, please contact Ella at the IASBO office.

Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA and an SEC-registered investment advisor.VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

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