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Colorado Association of
School Business Officials
22ND ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET
“Elevate to Greatness”
22nd ANNUAL FALL CONFERENCE
October 10-12, 2018 Vail Marriott
Vail, Colorado
(888) 525-1787
Program Agenda and Registration Information Enclosed
Register by October 1, 2018
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CASBO 22nd Annual Fall Conference October 10-12, 2018
Vail Marriott
Vail, Colorado
HOTEL INFORMATION
Vail Marriott Vail, Colorado
Use this on-line CASBO Conference Group link:
https://book.passkey.com/go/CASBO2018
for these discounted rates
Hotel Room Rates (based on availability)
The Vail Marriott -- Hotel Room (Bedding Varies, Private Bath)
$135.00
Room reservations need to be made on-line with the Vail Marriott. Special Room Rates are good until room block is full or the September 19th deadline date. You must present your District’s tax- exempt certificate at time of check-in/out and pay by District check or District credit card for sales tax exemption. Valet parking is available at $15/night at the Vail Marriott or there is Complimentary Parking in Lionshead Village (a short 5-10 minute walk). Directions to the Complimentary Parking in Lionshead Village: Take the Vail exit, on the
round-about take the first quarter turn right onto South Frontage Road West, follow this towards the Vail Marriot, look for the blue parking structure signs for Lionshead Village.
There is a free in-town bus that stops in front of the parking structure and their next stop is the Marriot. Exit the structure on the mountain side at ground level for the bus stop.
If you want to walk there is a walking path. The access for the path is off the Frontage Road. Cross the street from the parking structure follow the path past the Starbucks, go left (towards the mountain) and the path will lead you to the back door of the Marriot.
These group rates, based upon availability, will be honored three days before and three days after the conference dates……....from Sunday, October 7th thru Sunday October 16th
Make your reservations TODAY They will fill up fast!
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TO: CASBO Membership
FROM: Sandra Mutchler, 2018 CASBO President,
Bert Huszcza, CASBO Executive Director
& the CASBO Board of Directors
DATE: July 31, 2018
SUBJECT: 22nd Annual CASBO Fall Conference
CASBO will be holding its 22nd Annual Fall Conference at Vail Marriott, October 10-12, 2018. The activities
will begin on Wednesday October 10th with an optional full day pre-conference workshops: "School District
Accounting". In addition, there will be two half day workshops on the GFOA Budget program and Next Level
Leadership. The official kickoff for the conference will be the “Welcome Hospitality Reception” by our
Associate Partners where you can interact with our active and associate membership in a casual setting.
The value of the 22nd Annual CASBO Fall Conference can’t be beat! This conference has 9.5 hours of direct
professional development in sessions targeted at improving your effectiveness within your job, as well as
numerous opportunities to network with your peers from across the state who are dealing with the same fiscal
and operational challenges. Be a hero and discover a great new idea from another CASBO member to bring
back to your district that saves money, improves a process or adds a needed service to your organization.
School District budgets are tight yet professional learning opportunities are important now more than
ever. Consider the following ideas to help bring down the costs:
• Share a room. The hotel rates in 2018 are an extremely good value. You’ll be so busy attending
sessions, breakouts, and social activities that you’ll hardly be in your room anyway! Check out page 2
for booking information.
• Need to attend to district matters? Marriott Rewards members they will receive free Wi-Fi in the
lobby and guest rooms. In addition, free Wi-Fi will be available in the conference meeting rooms to all.
• Be creative on possible funding sources. Consider possible sponsors within your District or vendors.
• Use the Park-n-Ride and Carpool to Vail. There are many locations to meet and share a ride with
your colleagues. If you live in the Denver metro area, you can also drive up for the day and save on
lodging costs.
To register for the 22nd Annual Fall Conference, just complete the registration form on-line at
www.ColoradoASBO.org
Sincerely,
Sandy Bert Sandy Mutchler Bert Huszcza
CASBO President CASBO Executive Director
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THANK YOU FOR SUPPORTING CASBO!
SESSION TRACKS
(The following session track icons will be used to identify the different discipline areas of interest)
Small Districts and Charter Schools: Focuses on financial, budgetary, public relations, and the legal issues that affect small districts and charter schools where one individual has many areas of responsibility.
Business/Finance Resource Management: Provides expertise on the effects of financial management on budgeting, financial planning, accounting, and financial reporting; cash management, investments, and debt management; and financial technology for school business operations.
Leadership and Management Development: Addresses personnel management concepts and leadership styles, professional development, labor regulations, and employment agreements. Also looks at the public policy, inter-governmental relations, and the legal issues that affect schools.
Maintenance/Operations and Purchasing Management: Focuses on the latest in school planning and construction, purchasing, supply and fixed-asset management, contract management, school maintenance and the environmental aspects of school operations.
Information Management: Deals with critical information on strategic planning, instructional support programs, and management information systems.
or Support Services: Brings attendees up-to-date on issues involving: Transportation, Risk Management or Food Service.
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Fall Conference
October 10-12, 2018
Vail, Colorado
“Elevate to Greatness”
WEDNESDAY, October 10, 2018 8:00 am to 12 noon ….… Early Registration …………..……………... Colorado Ballroom Foyer
8:30 am – 5:00 pm ….....Pre-Conference Workshop……….…..…School District Accounting (Separate registration is required and lunch will be provided)
Presented by: Karin Slater, SFO, CASBO Instructor
Description: This class provides attendees with a detailed look at accounting, budgeting, and financial
monitoring practices in school districts. Through a combination of lecture and classroom discussion,
participants will learn the concepts of closing out the fiscal year, property tax calculations, Data
Pipeline, School Finance Formula, budgets and budget monitoring as it pertains to school districts.
This course is appropriate for anyone interested in school district accounting or looking for a short
accounting refresher. No previous accounting background is required.
10:00 am – 3:00 pm …....Pre-Conference Workshop …………….…….GFOA Alliance for
` Excellence in School District Budgeting (Separate registration is required and lunch will be provided)
Presented by: • Matt Bubness, Senior Manager, GFOA and Bill Sutter CFO, Boulder Valley S.D.
Description: Learn about GFOA’s new budget award program, the requirements, and how Colorado
districts are implementing the necessary processes to participate in the program.
10:00 am – 3:00 pm …......Pre-Conference Workshop…………....…... Next Level Leadership (Separate registration is required and lunch will be provided)
Presented by: Karah Maloley, Vail Centre
Description: Discover how your department or district can hone your results. Use key performance
indicators to focus on strategy, decision making, and measurable objectives. Get all team members on
board and ensure everyone is working towards a common goal. Be action oriented for the year ahead.
12:30 pm – 1:00 pm ….. For registered Pre-Conference Workshop Attendees only ………… Lunch
1:30 pm – 2:30 pm ……………….………………..…………….……… CASBO Board Meeting
6:00 pm – 11:00 pm………………….…………….………...……. Vendor’s Welcome Reception
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Fall Conference
October 10-12, 2018
Vail, Colorado
“Elevate to Greatness”
THURSDAY, October 11, 2018
8:00 am – 8:30 am……………………………………….........….…...…. Registration and Breakfast
8:30 am – 9:45 am …………………………….………………………………..…... General Session
Sandy Mutchler, CASBO 2018 President presiding
“Leadership Lessons From H-O-L-L-Y-W-O-O-D!”
Presented by: Andy Masters
Award-winning author and Leadership expert Andy Masters creatively uses the
magical imagery of Hollywood to help education administrators DEVELOP and
EMPOWER their organizations—while defeating the succession planning crisis-
-in this challenging era of having to “Do More With Less”. That’s right, LEARN
and be ENTERTAINED from actual license-protected scenes from movies such
as The Devil Wears Prada, The Iron Lady, Apollo 13—and even Frozen and
Office Space! This unique program also cites the latest research from Harvard
Business Review, Deloitte, and Glassdoor to provoke real organizational change
from every attendee. Powerful leadership principles are based on Andy’s latest
book “Things LEADERS Say: A Daily Guide to Help Every Leader Empower &
Inspire.” Andy’s interactive program provides attendees with not only a memorable multi-media
experience, but also with immediate “take-home” value to help develop education leaders in today’s
new economy.
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10:00 am - 11:15 am…………………………………………….. Breakout Sessions (Choose One)
2018-401 Leadership Through Developing, Empowering, and Delegating
Speaker(s): Andy Masters, Keynote Speaker
Description: This eye-opening, must-see program for all levels of leadership is based on the 5th
book "Things LEADERS Say: A Daily Guide to Help Every Leader Empower & Inspire", from
award-winning author and international speaker Andy Masters. Leaders now face new pressures
to produce more with less, which unfortunately leads many to fall into the "do-it-all-myself"
trap. However, a "Control Freak" corporate culture is one of the most dangerous and damaging
to any organization. Leaders who don't effectively delegate certainly bring about stress,
burnout, turnover, and rising health care costs--not to mention taking time and attention away
from the most important projects and responsibilities. However, even deeper, a lack of
leadership through empowering squelches employee development, negatively impacts
succession planning, and even causes a direct "negative ROI" impact to each organization
through an ineffective use of human resources. Enjoy this powerful program which illustrates
what organizations should do to develop & empower future leaders--and how to avoid the
damaging impacts of organizations which don't.
.. 2018-402. Protections From Cyber Liability: What you don't know can REALLY hurt you.
Speaker(s): Stacy Beakes, Vice President Brokerage RPS Denver, Flood & Peterson, Matt Langford,
Chief Information Security Officer and Dan Satriana, Vice President and General Counsel, University
of Northern Colorado
Description: The world of cyber liability is ever-changing and ever-challenging. This session
explores, among other things, how to manage information security issues, practical implications
for system users, as well as risk management and legal issues (including the mitigating
downside risk through insurance products) as well as an overview of Colorado House Bill 18-
1128 on security breaches and personal information.
2018-403 Planning, Implementing, Spending and Measuring –
Cataloging Programs and Initiatives to Focus the Budget Process
Speaker(s): Bill Sutter, CFO, Boulder Valley School District and District Management Group
Description: The Boulder Valley School District embarked on a project to capture information
on all the district's programs and initiatives to better inform district leadership and the budgeting
process, focusing efforts and dollars towards the most important activities to improve student
achievement. This session will explore the process, results and future plans related to Boulder
Valley School District 's program inventory project.
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2018-404 Meal Charge policy and recovery of unpaid paid meal charges.
Speaker(s): Jessica Gould, Littleton Public Schools, Lyza Shaw, CDE and Chris Delsordo, Eagle
County Schools
Description: USDA Districts must establish a Meal Charge policy for students that defines
procedures for collection of unpaid meal charges, defines delinquent debt and how the Food
Service fund will be repaid for the bad debt. Learn best practices from across Colorado.
11:30 am – 12:30 pm…………………………………….…………..…………....…………….. Buffet Luncheon
12:45 pm – 2:00 pm. ……………………………………………………….…….. Breakout Sessions (Choose One)
2018-501 Business/Finance Think Tank Round Table
Moderator(s): Dan Huenneke and Bill Sutter, CASBO Board
Description: Meet with your peers and discuss the issues that you care about or need more
information. Whatever issues or problems you are facing most likely someone else already has
2018-502 Operations/Maintenance (CSPMA) Think Tank Round Table
Moderator(s): Terry Davis and Don Ciancio, CASBO Board
Description: Meet with your peers and discuss the issues that you care about or need more
information. Whatever issues or problems you are facing most likely someone else already has.
2018-503 Food Service/Purchasing Think Tank Round Table
Moderator(s): Monica Denes-Henderson and Jill Kidd, CASBO Board
Description: Meet with your peers and discuss the issues that you care about or need more
information. Whatever issues or problems you are facing most likely someone else already has.
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2018-504 Risk Management/ Legal Think Tank Round Table
Moderator(s): Dan Satriana and Sandi Nees, CASBO Board
Description: Meet with your peers and discuss the issues that you care about or need more
information. Whatever issues or problems you are facing most likely someone else already has.
2:00 pm – 2: 15 pm ………………..……………………………………………………………... Break
2:15 pm – 3:30 pm ………………………………..………….…......... Breakout Sessions (Choose One)
2018- 601 School Finance Panel Discussion
Speaker(s): Aaron Oberg, Brehan Riley, Susan Miller, Andy Stine and Jennifer Oakes, School Finance
Division, CDE.
Description: The CDE will be giving updates in several different disciplines. This session will be a
panel presentation/discussion in the areas of school finance, school nutrition, grants fiscal management,
school auditing and school transportation. There will be time for a Q & A session.
2018-602 Uniform Grant Guidance: How UNC implemented the new guidelines and lessons
learned one-year post-implementation
Speaker(s): Cristal Swain, Assistant Legal Counsel and Chief Procurement Officer, University of
Northern Colorado.
Description: UNC chose to implement fully the Uniform Grant Guidance ("UGG"), including the
new procurement guidelines, on July 1, 2017. In this session, we will discuss some of the
requirements of the UGG, what steps UNC took to ensure compliance, how UNC trained its end
users, and the feedback UNC received from its external auditors.
2018-603 Managing ADA Compliance
Speaker(s): David Butkus and Chris Murphy, Rocky Mountain ADA Center | Meeting the Challenge
Description: This training will help to simplify the process of becoming ADA compliant by
providing a stepped approach to understanding physical barrier removal
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2018-604 Overview of Bond Issuance and Changing Rules and the Role of the CFO
Speaker(s): Jason Simmons - Hilltop Securities, Inc., Kim Crawford, Butler Snow and Lori Schiek,
Brighton School District 27J.
Description: This session will provide an overview of the bond issuance process, including
legal requirements, timeline, rating presentation, financing progression, bond pricing, and
closing. School district CFOs and Finance Directors will leave this session with an
understanding of what to expect throughout the issuance process, their responsibilities at each
step, as well as the role of each member of the financing team. Speakers include market
participants as well as debt issuers who will share their perspectives and experiences. This is
intended to be an interactive experience so come prepared to ask questions!
3:30 pm – 3:45 pm …………………………………………………………….….......... Refreshment Break
3:45 pm – 5:00 pm ……………………………………………………......... Breakout Sessions (Choose One
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2018-701 Maximizing Employee Performance: How to provide effective feedback
Speaker(s): Dan Satriana, Vice President and General Counsel, University of Northern Colorado
Description: Learn how to give employees the support they need to succeed in an environment
that is open and honest. Make continuous communication your highest priority to eliminate
misunderstandings and continue to improve workplace performance and collegiality.
2018-702 Best Program Update
Speaker(s): Andy Stine, Director of Capital Construction, CDE
Description: The BEST program has been a great tool for Districts to get funding assistance for
capital projects. Come and hear the latest and greatest info on, changes to the program, updates
on what is needed in your request and priorities for the program. This is an excellent time to
start planning your grant application as the application window opens in the fall and closes at
the end of January. There will be time for a Q & A session.
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2018-703 Never underestimate the value in a strong partnership
Speaker(s): Brett Ridgway and Monica Deines-Henderson, District 49
Description: Learn How to evaluate the strengths of your Nutrition Department and the support
Finance Department should be giving them to create a strong partnership for the District.
2018-704 GASB Update
Speaker(s): Matt Marino and Rodney Rice, RubinBrown
Description: Keeping up with GASB standards is vital to a successful audit. The past few
years have not been easy for state and local government finance staffs. There are several new
GASB pronouncements that are just now taking effect and many that are coming soon. This
session will review GASB Statements 83-87 as well as reviewing the complexities of GASB
Statement 75.
5:00 pm – 7:00 pm ……………………………………………………………… Dinner on Your Own
7:00 pm – 10:00 pm …………………………………….……….….….… Thursday Evening Fun Night
Prizes, Refreshments, Fun and Festivities!!
Don’t miss this evening’s activities...
…the schedule of events: WHAT: Karaoke and Fun WHERE: In the Mountain View Patio at the Vail Marriott WHEN: 7:00 to 10:00 PM
Sponsored by USI Insurance Services & Wright Specialty
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Fall Conference
October 10-12, 2018
Vail, Colorado
“Elevate to Greatness”
FRIDAY, October 12, 2018 8:00 am – 9:00 am …………………………………………………………..……………..……… Registration
8:00 am – 9:00 am …………………………………………………….………….….…....…….. Full Breakfast
9:00 am – 10:30 am …………………………………………………...….……….…….…….. General Session
Terry Davis, CASBO Vice President presiding
“Aligning Cross-Generational Communication”
Presented by: Michael Seaver
Are your coworkers from different generations? Do they seem to have
divergent thinking, learning or communication preferences? Maybe their
values or the lens by which they see the world is different than yours? Today,
there are five generations in the American workforce. How can you bridge
the gap of differences, identify the similarities and begin to thrive on a team
together? Michael will show you how all generations are more similar than
they are dissimilar. He will then discuss employee engagement, the causes of
why it’s so low and the ways you can build trust, have healthy conflict, drive
commitment, increase personal accountability and better your outcomes.
Michael will help you navigate tough conversations, teach you hands-on
tools to manage change and create structures that lead to an engaged and
happy team.
10:30 am – 11:00 am ………………………….……….……….……..…………… Hotel Checkout Break
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11:00 am – 12:15 pm ………………………….……….…………….… Breakout Sessions (Choose One)
2018-801 Aligning Cross-Generational Communication continued
Speaker(s): Michael Seaver, Keynote Speaker
Description: In Michael’s breakout session, he’ll focus on specific cross-generational
communication challenges and a variety of pragmatic tactics utilized to overcome conflict, drive
team productivity and increase employee engagement. CASBO members will participate in a
discussion including lecture, individual activities, group activities and presentations from small
groups to the entire attendee group.
2018-802 The Who, What, When, Where, Why and How of Position Control
Speaker(s): •Tony Whitley. Executive Director of Budget, St. Vrain Valley School District and
Nicole Cummings, Position Control Specialist, Boulder Valley School District
Description:
2018-803 Effective and Efficient Fund 21
Speaker(s): Jill Kidd, Pueblo City Schools, Monica Deines-Henderson, District 49 and CDE
Description: Driving Operational Success for the District while ensuring Federal and State
Compliance. USDA has become very serious on how Districts treat their Fund 21 and School
Districts are getting fiscal action against them for mismanagement and non-compliance. This
action has been up to withholding all of the federal reimbursement until the School District
comes into compliance — can your School Districts afford that to happen?
2013-804 Leveraging Transportation Efficiency Studies
Speaker(s): Shawn E. Smith, Aurora Public Schools
Description: Utilizing data to create transportation efficiencies
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12:15 pm – 12:45 pm……………………………………..……………………...………… Town Hall Meeting
Moderator: Dan Huenneke, CASBO Board
An informal meeting with your CASBO Board will be held to answer your 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 more involved. Light refreshments and snacks will be available.
Two attendees will receive a free registration to the 2019 Spring Conference. These complimentary
registrations will be given away by a raffle drawing at the conclusion of this session (must be present
to win).
12:45 pm………………………………………………………………….……………… Conference Adjourned
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COLORADO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
22nd Annual Fall Conference
Vail Marriott
Vail, Colorado
October 10-12, 2018
CONFERENCE REGISTRATION PRICING
CONFERENCE REGISTRATION: Includes Thursday morning breakfast, Thursday luncheon, Thursday Evening Fun Night,
Friday breakfast, breaks, and admittance to all conference sessions
ACTIVE MEMBERS (School Districts) Member Registration Non-Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$320 $450 $ 80
ASSOCIATE MEMBERS (Business/Vendors) Member Registration Non-Member Registration MEMBERSHIP DUES Activation/Renewal (Activates or Renews Membership for a period of twelve months from 1st of the month after date of receipt)
$450 $675 $180
Advanced School District Accounting Workshop (Wednesday) Member Registration Non-Member Registration
$ 99
$150
Half Day Workshop (Wednesday) Member Registration Non-Member Registration
$ 69
$110
➔REGISTRATION DEADLINE: October 12, 2018
Registration is only on-line, please go to: www.ColoradoASBO.org
We accept credit cards, p-cards, purchase orders or checks
If paying by check: Print your On-Line Registration Form and Mail with payment by October 1, 2018
Return/Payable to: CASBO Attn: Bert Huszcza, Executive Director
4627 W 105th Way Westminster, Colorado 80031
Cancellation Policy: Full refund if cancellation is received prior to October 1, 2018
Sorry, no refunds will be given after October 1, 2018
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Colorado Association of School Business Officials
4627 West 105th Way
Westminster, CO 80031
Or Current Occupant
22ND ANNUAL FALL CASBO CONFERENCE MEMBER INFORMATION PACKET
“Elevate to Greatness”
October 10-12, 2018 Vail Marriott
Vail, Colorado
(888) 525-1787
Program Agenda and Registration Information Enclosed
Register by October 1, 2018
NONPROFIT ORG US POSTAGE PAID WESTMINSTER CO
PERMIT NO. 15
