Colorado Association Of
School Business Officials
62ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET
“Celebrating Over 60 Years of Excellence in
Leadership Development”
62nd ANNUAL CASBO CONFERENCE & EXHIBITS
April 22 - 24, 2015
Omni Interlocken Hotel 500 Interlocken Boulevard
Broomfield, Colorado Program Agenda and Registration Information Enclosed
Registration Open to April 22, 2015
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SESSION TRACKS (The following session track icons will be used to identify the different discipline areas of interest)
Small Districts and Charter Schools: Focuses on financial, budgetary, public relations, and the legal issues that affect small districts and charter schools where one individual has many areas of responsibility.
Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments, and debt management; and financial technology for school business operations.
Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements. Also looks at the public policy, inter-governmental relations, and the legal issues that affect schools.
Maintenance/Operations and Purchasing Management: Focuses on the latest in school planning and construction, purchasing, supply and fixed-asset management, contract management, school maintenance and the environmental aspects of school operations.
Information Management: Deals with critical information on strategic planning, instructional support programs, and management information systems.
Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service.
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62nd Annual CASBO Conference & Exhibits
Omni Interlocken Hotel April 22 - 24, 2015
“Celebrating Over 60 Years of Excellence in
Leadership Development”
PROGRAM AGENDA
Wednesday, April 22, 2015 Health Care Reform: Considerations for the Business Manager …………………. 8:30 A.M. – 11:30 A.M.
(Reduced fee to all conferences attendees – registration is required and lunch will be provided)
Presented by: Raelene Walker and Che Yi, American Fidelity Administrative Services
Description: During this three hour session we will explore Health Care Reform topics and issues as they relate
to the decision-making process of business managers. We will review the different stages of Health Care
Reform preparation, including education, administration and strategic considerations. The presentation will also
help session participants assess and organize key compliance activities of their organizations, proactively
identify emerging issues and create their own actions plans to utilize on an ongoing basis.
Determine where your organization is in terms of Health Care Reform preparation…….Identify methods for
staying abreast of new developments and proactively identifying emerging issues that could affect the
organization……….. Create an action plan for organizing key compliance activities.
Registration………………………………………………………………………………11:30 A.M.– 5:00 P.M.
Super Session ………………………….……….…….…………...…..…….…….…… 12:30 P.M. – 1: 30 P.M.
2015 Colorado Legislative Update
Presented by: Bruce Caughey of the Colorado Association of School Executives
Description: Bruce will give us an update on the 2015 Legislative Session, the political
landscape for public education, education reform efforts and much, much more.
Refreshment Break .…………………………………………………..…….…………… 1:30 P.M. - 1:45 P.M.
Value Based Purchasing in HEALTHCARE …………………..………..….………… 1:45 P.M. – 3:45 P.M.
Presented by: Robert J. Smith, MBA,
Colorado Business Group on Health
Description: This session is designed to provide CFOs and Purchasing Directors/Agents with a
solid understanding of why and how to be proactive purchasers of – and not simply payers for -
healthcare. Attendees will learn the principles behind value-based purchasing techniques and
will be provided with tools and specifications for purchasing higher value.
Break ……………………………………………………………….….……..………… 3:45 P.M. - 4:00 P.M.
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School Finance Update ………………………………………………………………………… 4:00 P.M. - 5:00 P.M.
Leanne Emm, Assistant Commissioner, School Finance,
Colorado Department of Education
Hear an update on the Colorado School Finance and how it affects the Colorado Department
of Education and School Districts. A Question and Answer session will follow.
Welcome Reception ……………………………………..…………..………..….…… 5:00 P.M. – 6:00 P.M.
In
appreciation of all of our Vendors
CASBO welcomes the Associate Business and Active members of Colorado ASBO
for conversation and refreshments in a relaxing atmosphere.
Hors d’oeuvres and Refreshments provided by CASBO
Prize Drawing at 5:45 PM
One (1) 2015 Fall Conference Registration (must be present to win)
Dinner on your own …………………………………….…..………….……...….…… 6:00 P.M. – 7:30 P.M
(Hotel shuttles are available to the Flatirons Mall where several restaurants are located)
Past President’s Reception (by Invitation Only) ………………….………….....….…… 6:00 P.M. – 7:30 P.M.
Vendor Hospitality Functions …………………………………………......……….…. 7:30 P.M. – 11:00 P.M.
Come join us for Hors d’oeuvres and more than ample refreshments! We will
have a D.J. providing easy listening music for your entertainment and he will up
tempo it for dancing if you are so inclined!
Please plan on joining us and our special sponsors for an evening of fun!
Sponsored by: American Fidelity Assurance,
COLOTRUST, SchoolDude and Virco
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“Celebrating Over 60 Years of Excellence in
Leadership Development”
PROGRAM AGENDA
Thursday, April 23, 2015 Registration & Continental Breakfast ……………………...…………..….……..…… 7:30 A.M. – 8:30 A.M.
First General Session …………………….…..……..………..……………….…………. 8:30 A.M.– 9:45 A.M.
Opening remarks by CASBO President Bill Sutter
Welcome to all Business disciplines and their Respective Affiliate Groups
Keynote Presentation
"Getting Your Team Collaborating for a
Winning Effort"
Dave Logan, Keynote Speaker
Dave Logan is a former American League Football Player and is currently an on air talent with 850 KOA radio.
Famously known as the "Voice of the Denver Broncos", Dave Logan has enjoyed 25 years as a broadcaster with
KOA and has been the Play by Play voice for 19 seasons with the Denver Broncos. Dave Logan was one of
only three players, along with Dave Winfield and Mickey McCarty, to have been drafted by all three major
sports leagues: the MLB, the NFL, and the NBA.
Vendor Exhibits – Exhibit Hall …………………………….………….….…………. 9:45 A.M. – 11:15 A.M.
All Registered Conference Attendees Welcome!
Coffee Break in the Exhibit Hall at 9:45 A.M.
Breakout Sessions ………………………………..…………………………………... 11:15 A.M. – 12:30 P.M.
2015-101 CSPMA General Membership Meeting
Speaker(s): Frank Martinez, Boulder Valley School District, CSPMA President
Description: General round table discussion on issues concerning operations and facilities, to
include maintenance, sites, energy, sustainability, construction, and custodial issues.
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2015-102 Student October Count and CDE 40 Transportation Funding Audit Process
Speaker(s): Jennifer Okes, Colorado Department of Education
Description: This breakout session will cover the October 1st pupil enrollment count day and
the CDE40 transportation reimbursement submission and the associated documentation
requirements for each. As a newcomer to the process or as veteran, learn about these two
important submissions and relevant updates to the audit process and clarification on required
documentation. Come with your questions and concerns!
2015-103 PERA Audit
Speaker(s): Mary Howard, Auditor PERA
Description: Reporting employee earnings to PERA is vital. PERA has been auditing school
districts more often to find these reporting mishaps. This session will discuss various types of
PERA reporting mistakes, common audit findings and what districts need to watch out for.
2015-104 Colorado School Safety Resource Center: An Overview of Services
Speaker(s): Brad Stiles, Colorado School Safety Resource Center and
Chris Wilderman, Boulder Valley School District
Description: This session will provide an overview of the Colorado School Safety Resource
Center (www.colorado.gov/cssrc). Participants will hear about the no-cost consultation,
training, resources and technical assistance services provided by the CSSRC to school districts,
including Emergency Planning for Schools, Suicide Prevention training, Threat Assessment for
Schools, Bullying Prevention for Schools, the BASICPrep project and many more. Participants
will also hear how these services have helped to make districts safer for students.
2015-105 Nutrition Administrative Review - Gleaning Guidance from Experience
Speaker(s): Jessica Gould, Littleton Public Schools, Linda Stoll, Jefferson County Public Schools
and Monica Deines-Henderson, Falcon School District
Description: Panel of Nutrition Service Directors who have completed an Administrative
Review will share guidance gained through the CDE-OSN Administrative Review process.
Learn about the process of preparing for the review, required documentation and records,
completing the off-site review, and the experience of the on-site review process. What to
expect if a financial review is indicated
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Member/Vendor Luncheon …………………………………………….………..…..…...………… 12:30 P.M.-1:30 P.M.
Recognition of Past Presidents and Directors
Annual Business Meeting
Election of 2015-16 CASBO Board
Breakout Sessions …………………………………………………………….……………......……... 1:45 P.M.-3:00 P.M
2015-201 Mandated Door Hardware Code Changes and their Significant Financial Impact.
Speaker(s): Rob Geislinger - Colorado Department of Public Safety
Description: Recent school active shooter incidents have identified an existing conflict
between building codes and fire codes. Recent code changes are enforcing fire code over
building code and will require most school districts to upgrade door hardware at significant
expense. Come and hear straight from the state Department of Public Safety what the new
requirements are and get all your questions answered. The current date of compliance is 2018
and there are no grandfather allowances.
2015-202 CDE – Grants Fiscal Management
Speaker(s): David Sneiderman, Colorado Department of Education
Description: This important and popular session will cover many facets of the government
grant management process. Listen and learn from CDE staff as to recent updates and
changes to assist in managing grants within your district.
2015-203 Why Have a Wellness Program and the Effects of the ACA
Speaker(s): Patrick Trotter, CEO of Trotter Wellness Ltd
Description: Description: Founded in 2003, Trotter Wellness Ltd. is a recognized leader in
delivering comprehensive health risk management programs and services to assist organizations
and individuals with improving their health and productivity. Learn how a wellness program
can impact your costs of doing business and how a program can have a drastic effect on your
employee’s productivity and overall quality of life.
2015-204 Rural Caucus
Speaker(s): Paula Stephenson, Executive Director
Description: What is the Rural Caucus? Come listen and learn about how Colorado rural
school districts can and do work together through advocacy efforts and collective voices for
issues and concerns affecting rural school districts. Whether funding issues, legislative
changes or educational changes, learn how the Rural Caucus can support and aid in the work of
rural districts.
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2015-205 Strategical Risk Management - An Ounce of Prevention
Speaker(s): Glenn Gustafson, CPA, Deputy Superintendent/CFO, Colorado Springs D-11 S.D.
Description: This session will discuss various types of insurance and risk strategies that can
help your District provide the best possible protection from unwelcome surprises.
Break ………………………………………….………………………………………... 3:00 P.M. – 3:15 P.M.
Goldmine Sessions ………….…………………….……………………………….…... 3:15 P.M. – 4: 30 P.M.
Moderator: Brennan Mendus
Seven mini topics will be offered at the Goldmine Session Tables. Five 15 minute presentations will be
made of each mini topic enabling attendees to hear up to five different topics in these rotations.
The mini topics are:
1. Have You Reviewed Your Coverage Lately?
Presented by: Colorado School Districts Self-Insurance Pool Risk Programs and Risk Control Staff
2. Portfolio Management and Investing Public Funds
Presented by: Neil Waud, COLOTRUST
3. Business Opportunities for School Districts
Presented by: David Allen, Horace Mann
4. Crisis Response and Emergency Preparedness?
Presented by: Scott Hair, SchoolDude.com
5. Child Nutrition Programs in Colorado Schools
Presented by: Randy Waugaman, Chartwells School Dining Services
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6. Feel like a MASH unit keeping up with your Safety Training Requirements?
Presented by: Tom Strasburger, PublicSchoolWORKS
7. Benefits of Cooperative Purchasing: How US Communities Can Save You Money and Time!
Presented by: Rob Fiorilli, Program Manager, U.S. Communities.
Vendor Exhibits– Exhibit Hall ……………………..……….……………………….. 4:30 P.M. – 6:00 P.M.
All Conference Attendees and Associate Business Members Welcome!
Food Stations and Refreshments Provided
Refreshment tickets are provided at CASBO’s
Platinum, Gold, and Silver Sponsor Booths
CASINO NIGHT and ENTERTAINMENT
7:00 P.M. – 10:00 P.M.
Come join us for an unforgettable evening of:
♠ Fun, Entertainment, and Good Conversation
♣ Snacks, Refreshments and a Cash Bar
♥ Las Vegas Style Gambling
♦ Fantastic Prizes (must be a registered Active or Guest member to win prizes)
SPONSORED BY Wells-Fargo Insurance Services
& Pinnacol Assurance
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“Celebrating Over 60 Years of Excellence in
Leadership Development”
PROGRAM AGENDA
Friday, April 24, 2015 Registration & Buffet Breakfast …………………….…….…..………..… 7:45 A.M. – 8:30 A.M.
Student Performance ……………………….……….….…………….….… 8:15 A.M. – 8:45 A.M.
by Adams 50 School District
Second General Session ……………………….……….……………….… 8:45 A.M. – 10:30 A.M. Opening remarks by CASBO Vice-President Shelley Becker
Installation of CASBO Board Oath of Office by 2013 ASBO President, Ron McCulley
Student Scholarship Presentation Sponsored by COLOTRUST
Service to the Profession Award Sponsored by American Fidelity Assurance
Keynote Presentation
“The Importance of Nonverbal Communication”
Jan Hargrave, Keynote Speaker
The Secret Language of Success: Understand acceptable and unacceptable cultural body language.
Understand how to appear confident, when nervous and recognize the hidden power of your
handshake. Identify gender communication differences between men and women.
Learn how to tell if someone is lying to you and to develop articulate/positive body language during
presentations. Explore sensitivities in various cultures. Turn a job interview into a job by
recognizing positive body language signals and identify power plays for successful self-selling.
Special Presentation …………...…………………….…………….. 10:30 A.M. – 11:00 A.M.
"Colorado PERA Update" Presented by: Gregory Smith, Executive Director, Colorado PERA
A financial recap and economic impact of PERA in Colorado, PERA investments including
investment return assumption, contribution rates, legislation, and current events at PERA.
Break …………………………………………………………………… 11:00 A.M. – 11:15 A.M.
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Breakout Sessions ……………………………………………………… 11:15 A.M. – 12:30 P.M.
2015-301 Playground Equipment and Surfacing Safety and Inspection
Speaker(s): Mariam Hootstein, Recreation Plus LTD
Description: This session will inform facility managers of inspection and safety
guidelines to prevent injuries on school grounds.
2015-302 Successful Leadership Through the Effective Delegation of Work
Speaker(s): David Hart, Senior Vice President, Public Finance, D.A. Davidson
Description: You’re so busy managing your day-to-day, you don’t have time for
strategic planning or for policy work, right? Wrong! If you want something done,
you got to do it yourself, right? Wrong again! In order to distinguish yourself as an
effective manager and a successful leader, you must become a skilled practitioner in
the art of delegation. Recognizing various levels of delegation – from assigning
ministerial tasks to granting full project independence – is among the aspects of this
important managerial practice that are to be discussed during this session. Be
prepared to join in the discussion about what constitutes authentic delegation and
how one becomes a skilled practitioner.
2015-303 Enterprise Risk Assessment – a practical approach to mapping and
understanding the risks facing your organization
Speaker(s): Kevin Sear, Paragon Audit & Consulting Inc. and Shelley Becker, Adams 12
Five Star Schools
Description: Enterprise risk assessment is a systematic process for identifying and
evaluating events that could affect the achievement of objectives, positively or
negatively. Such events can be identified in the external environment and within an
organization’s internal environment. When these events intersect with an
organization’s objectives—or can be predicted to do so—they become risks. Risk is
therefore defined as “the possibility that an event will occur and adversely affect the
achievement of objectives”. The enterprise risk assessment process is designed to
help identify and quantify the existing risks.
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2015-304 Parent Teacher Organizations – what every school official should know (and
it’s more than you think!)
Speaker(s): Anton Dworak, Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC.
Description: Parent Teacher Organizations (PTO’s) can generate tens of thousands
if not hundreds of thousands of dollars for schools and school districts, not including
countless volunteer hours given for school activities. Unless school districts take an
active role in encouraging and monitoring PTO’s, problems can arise that may cause
liability and PR issues for the districts. This seminar will give tips on how to create
and foster healthy PTO’s and give you the tools on training the PTO boards and
officers. The seminar will describe how a PTO is formed properly, liability issues,
sales tax issues, the relationship between district policies and PTO activities,
internal control tips, and compliance forms..
2015-305 GASB 68
Speaker(s): Wendy Swanhorst, Swanhorst & Company, LLC
Description: Every district is required to complete audited financials each fiscal year. Effective
July 1, 2015 GASB 68 goes into effect. This session will help you understand the
issues, how to report and answer questions on this change in reporting.
Town Meeting with the CASBO Board …………………………….…….. 12:30 P.M. – 1:00 P.M.
Moderator: Cristal Swain, CASBO Board
An informal meeting to answer questions and gather input for future conferences. Tell them what you
liked, what you didn’t like, what you would like to see, and find out how you can become involved.
Light refreshments and snacks will be available.
Two attendees will receive a free registration to the 2015 Fall Conference by a raffle drawing at the
conclusion of this session (must be present to win).
CASBO Conference Adjourned ………………………………….………….… 1:00 P.M.
Questions? Please email Bert Huszcza at [email protected]
CASBO 4627 W. 105th Way, Westminster, CO 80031 (720) 427-6560 (phone)
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COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 62nd Annual CASBO Conference & Exhibits
Omni Interlocken Hotel April 22th - April 24th, 2015
CONFERENCE REGISTRATION is on line only, please go to:
www.ColoradoASBO.org
We accept credit cards,p-cards or checks
CONFERENCE REGISTRATION DETAILS: Membership paid up to March 31 or later is required to attend this conference. Conference registration fee includes Wednesday Cocktail Reception, Thursday and Friday breakfasts, Thursday lunch, Thursday evening activities, and admittance to all conference presentations.
ACTIVE MEMBERSHIP (For School District Employees only) MEMBERSHIP DUES (if due before March 31 or sooner) Conference Registration Fee …………..…..………………….
Total
$ 75.00 $ 295.00 $ 370.00
ASSOCIATE MEMBERSHIP (For Businesses & Vendors only) 2015 MEMBERSHIP DUES (required to attend conference) Conference Registration Fee …………………….…………….
Total
$ 150.00 $ 360.00 $ 510.00
GUEST REGISTRATION(s) (includes all meals and social functions) Guest cannot be eligible for CASBO membership ………………. (please select meal choice(s) on line)
$ 60.00
Health Care Reform: Considerations for the Business Manager (Wednesday morning) Registration is required……… Includes a Box Lunch if registered for conference ………………… If not registered for the Conference……….…
$ 25.00
$ 75.00
LUNCHEON CHOICES: Make your entrée selection on line when registering. Thursday: _____ Chicken Entrée _____ Beef Entrée _____ Vegetarian Entrée
ROOM RESERVATIONS: You can reserve your room at the Omni Interlocken Resort on line at www.ColoradoASBO.org or by calling the Hotel directly at 1-800-400-1700 or 303-438-6600. Attendees, Exhibitors and Sponsors will receive a special rate of $119 (Standard Room) per night (other rooms/rates available). Room blocks and special rates under CASBO will be held until April 1, 2015 -you must refer to the “CASBO Group” when making your reservations.
REGISTRATION DEADLINE: April 22, 2015
Registration is on line only, please go to: www.ColoradoASBO.org
We accept credit cards, p-cards or checks
If paying by check; Print and Mail your On-Line Registration form and check by April 8, 2015.
Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director
4627 W 225th Way
Westminster, Colorado 80031
Cancellation Policy: Full refund if cancellation is received prior to April 8, 2015. Sorry, no refunds will be given after April 8th
Colorado Association of School Business Officials
c/o Bert E. Huszcza
4627 West 105th
Way
Westminster, CO 80031
62ND ANNUAL CASBO CONFERENCE & EXHIBITS MEMBER INFORMATION PACKET
“Celebrating Over 60 Years of Excellence in
Leadership Development”
62nd ANNUAL CONFERENCE
April 22-24, 2015
Program Agenda and Registration Information Enclosed
Register by April 22, 2015
NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO
PERMIT NO. 15
NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO
PERMIT NO. 15