TUESDAY CLASS DESCRIPTIONS

Tuesday, September 24 Classes SESSION I – 8:30 AM – 9:45 AM

KEEPING IT LEGAL WHILE DENYING TOWNSHIP ASSISTANCE – PLAZA A If you are going to deny an applicant, be certain that the grounds for denial are legal and will withstand an appeal. Learn on what LEGAL basis, a trustee can deny assistance. Learn what can get you into real trouble that you will want to avoid. Presented By: Steve Buschmann is an attorney with Thrasher Buschmann and Voelkel in and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state. Debbie Driskell is serving her 29th year as the Delaware Township Trustee in Hamilton County (Fishers) and her 14th year as the ITA Executive Director. She has worked to live out her passion to see others be the best they can be in a job that is vital to the fabric of our communities.

PUBLIC FUNDS MANAGEMENT – PLAZA B – NEW CLASS When you became a Township official you may not have gone into the job anticipating the magnitude of the job, especially the financial obligations. To try and make your financial options a little more clear, we will be covering the topics of investment and banking options of local governments, assessing your fraud risk, and finding low-cost financing when borrowing. Presented By: Kim Logan - Deputy Treasurer & Director Of Operations with the State Treasurer’s Office. A graduate from Indiana Business College, she has been employed 29 years with the Treasurer’s office. During her tenure, Kim has set up processes for such banking services as ACH, Charge Cards, E-check, remote capture, and positive pay for State warrants. Kim serves as a member of the Executive Steering Committee for PeopleSoft Financial. Deputy Logan also manages human resources, payroll, and office management for the office. Cynthia Barger - Director Of Trustindiana, Indiana’s state sponsored local government investment pool. She travels the State of Indiana meeting with local government officials to offer a safe investment option for public funds. She earned an A.A.S. in Business Administration from Ivy Tech Community College and a B.S. in Accounting from Indiana Wesleyan University. Mark Wuellner – Executive Director Of The Indiana Bond Bank. Prior to accepting his position with IBB, Mark oversaw the performance of 5 state agencies in his role as Deputy Chief of Staff for the Office of the Lieutenant , and during his tenure successfully guided the Office between 3 officeholders in a 10 month period. He earned his J.D. from Cornell Law School and his bachelor’s degree from Butler University. Duane Jasheway – Assistant Portfolio Manager for the Indiana State Treasurer’s Office. He has been employed at the Indiana State Treasurer’s Office for 15 years where he started as the Chief Accountant. In his Assistant Portfolio Manager role, Duane assists in the day-to-day investing, accounting, and reconciling for the in-house investment management of the State’s collective $9 billion Portfolio. Duane received a Bachelor of Science in Business, majoring in Accounting and Finance, from Indiana University. Brian Carman – Program Development Director of the Indiana Bond Bank. Brian is responsible for marketing, communications, outreach, programmatic analyses, development, and evolution of programs. Brian has an undergraduate degree from the University of Maryland and a Masters in Business Administration from the Indiana University Kelley School of Business.

LEADING TO SERVE – PLAZA C – NEW CLASS Purdue Extension will present this well-rounded class on many aspects of leadership including teambuilding, communication & service. Leading to Serve will be a session where we discuss Servant Leadership as a philosophy and how we make this a life choice. It will include discussion and hands on leadership activities. Presented By: Susan Peterson, Extension Educator in Health and Sciences and County Extension Director in Hamilton County. Susan has been with the Purdue Extension Service for 30 years working with Youth and families. She is a certified MBTI Instructor and a Master Trainer for the Real Colors programs. Susan was one of the developers of the A Chance to Serve Leadership program in Hamilton County. She resides in Cicero with her husband John and their two daughters.

CLERKS’ ROUNDTABLE – SUITES 2/3 Facilitated By: Heather Willman is a lifelong central Indiana resident who has worked at the Delaware Township Trustee’s office in Hamilton County in some capacity since high school and has held the Clerk position for 12 years. While attending Taylor University, she received her degree in Business Administration, minoring in Math. Heather has volunteered with the high school youth ministry at her church for 16 years, loves rock climbing, and spends much of her free time spoiling her six nieces and nephews.

ERP'S: PLANNING FOR THE WORST – SUITES 6/7 – NEW CLASS Learn how the federal, state and local governments work together to handle emergency situations. What is the role of the local Emergency Management office? Will include a presentation of a template for use in the development of an Emergency Response Plan for your township office. Presented By: Ryan Tennessen Manya DeBoer

OUTREACH PROGRAMMING FOR YOUR COMMUNITY – SUITES 8/9/10 – NEW CLASS Knowledge and programming to enable your personnel to deliver life safety educational programs in the community. This session focuses on empowering those whose primary responsibility is to deliver public education programs to . The course emphasizes a community-based concept in fire and life safety education. Students learn to make the best use of their community to support their program efforts effectively. Topics included: eNewsletters, Community CPR Classes, Car Seat Installations, Elementary Fire & Life Safety Lessons, Jr. Police and Fire Academy, and Project Lifesaver. Presented By: Karen Utley is the Director of Public Education at the Washington Township/Avon Fire Department. Karen has been with the department since 2013. She leads our Preschool Risk Watch program, is a certified Child Passenger Safety Technician, American Heart Association CPR Instructor, and ACE Group Fitness Instructor. She works alongside the Fire Marshal to manage the Youth Firesetting Program. She also manages the social media accounts for her department as well as creating the WTAFD website. Karen is also the Project Lifesaver Hendricks County Coordinator. She graduated from the University of Indianapolis in 2003 with a B.S. degree in Elementary Education.

REGULATORY REPORTING AND OTHER UPDATES- SBOA’s Proactive Approach to the Increased Reporting Requirements of Townships – SUITE 16 – NEW CLASS SBOA is making significant changes in what you report on your annual financial report (AFR) through Gateway. The users’ needs of your financial reporting have been changing. These changes are being reflected in recent statutory changes as well as requirements by those who issue debt and those that provide bond credit ratings that impact your Township. Starting with calendar year 2019 financial activity that is reported in 2020, SBOA is implementing enhancements to these regulatory reporting requirements. These enhancements will provide common Generally Accepted Accounting Principles (GAAP) disclosures utilized for evaluation purposes by many users of financial statements. This will have the immediate impact of providing the information that users are requiring. This will also position Townships with a basic framework for any further trends in GAAP disclosures. This class will include an overview of the changes to the AFR and the SBOA Regulatory manual, why these changes are necessary, and an update on other hot topics including recent legislation that is important to future auditing requirements. Presented by: Chase Lenon was born and raised in Kokomo, Indiana, where he attended Northwestern High School. He graduated from Ball State University with a Master’s in Accountancy and immediately started working for the SBOA. He began auditing State Agencies and moved to the role of advising schools and townships. He lives in Indianapolis with his wife Rebecca and his two spoiled dogs. Jonathan Wineinger was born and raised in Salem, Indiana, where he attended Salem High School. He graduated from Indiana University Southeast in New Albany, Indiana in 2003. Jonathan began his career with the State Board of Accounts in November of 2003. Jonathan worked in the field for over fifteen years leading audits of Schools, Counties, Cities, Towns, Townships, and other special districts. Beginning in February of 2019 Jonathan moved to the role of advising schools and townships. He continues to live in Salem, IN with his wife Amber and his two children, Reece, and Reagan.

SESSION II – 10:00 – 11:15 AM

TAKING YOUR TA7 TO THE NEXT LEVEL – PLAZA A The expanded TA-7 can be a mystifying document. It can also be a valuable, simple to read and simple to prepare report that establishes a fair estimate of the value your township provides to your community. Do you operate a food pantry? Do you contribute to a sheltering organization? When you negotiate with a landlord do you claim that as a value for service? Did you know when you refer a client to another agency you have created a value for your township to claim? Perry Township, Monroe County (Bloomington) has been out front on collecting and presenting data to their community on what the Township really does. No more of that “Taxes-received/Taxes-spent” attempt to justify your existence. Perry regularly and legitimately reports values of services up to 7 times the value of cash spent. These are reports anyone can make and they can give you a basis and talking points for explaining what we do and why we are an important community-based stop on the social service path. Presented By: Dan Combs has been the Trustee of Perry Township, Monroe County (Bloomington) since 1987. When he took office the entire set of township records was found in an unused shower stall in the rural house where the Township Office had been located. Since that time Perry Township has been at the forefront of Township rejuvenation in the state of Indiana. Combs led the effort to create one of the first private/public cooperative efforts to create a 24-hour a day shelter for homeless individuals in the state, as well as a second initiative to house a “no-questions-asked” community based soup kitchen. Since that time Combs and Perry Township have created numerous other partnerships to provide services for Senior Citizens Housing, Released Offenders from the Township Jail, and wholesome dietary foods through a food pantry designed for expectant or new mothers.

SAFE HARBORS IN CHOPPY WATERS: FACING THE CHALLENGES OF SMALLER COMMUNITIES – PLAZA B – NEW CLASS In many counties throughout Indiana, Township Trustees are the most accessible elected officials for people living in small towns and unincorporated areas of the township. Providing meaningful support for constituents in need in ways that lift small communities is possible. Experts from the Indiana Public Policy Institute, the Office of Rural and Community Affairs and Bondry Management Consulting share data, examples and tools township governments can use to provide safety, nutrition and other assistance to the people in their communities. Presented By:

LEADING TO SERVE – PLAZA C – NEW CLASS Purdue Extension will present this well-rounded class on many aspects of leadership including teambuilding, communication & service. Leading to Serve will be a session where we discuss Servant Leadership as a philosophy and how we make this a life choice. It will include discussion and hands on leadership activities. Presented By: Susan Peterson, Extension Educator in Health and Sciences and County Extension Director in Hamilton County. Susan has been with the Purdue Extension Service for 30 years working with Youth and families. She is a certified MBTI Instructor and a Master Trainer for the Real Colors programs. Susan was one of the developers of the A Chance to Serve Leadership program in Hamilton County. She resides in Cicero with her husband John and their two daughters.

PROTECTING YOUR TOWNSHIP AGAINST IDENTITY THEFT – SUITES 6/7 The State Attorney General’s office will present information on keeping safe from identity theft and what to do if you suspect this damaging crime. Identity Theft has been the leading consumer complaint for the past 15 years, reaching a record high 15.4 Million incidents in 2016, representing losses of $16Billion, a $1Billion increase over 2015. The course will: Define and provide examples of the most common forms of Identity Theft, Define Personally Identifiable Information, Discuss the steps to take to protect physical security, Discuss the steps to protect digital security, Discuss officials’ potential liability and duties should a breach occur, and Identify Indiana Statutes Township officials should know. Presented By: Eliza Bradley joined the Office of the Attorney General as a Deputy Attorney General in the Consumer Protection Division in 2008. During her tenure with the OAG, Eliza enforced Indiana’s Telephone Privacy laws including Do-Not-Call, Do-Not-Fax, and Auto-Dialer Acts, as well as the Deceptive Consumer Sales Act. For a few years, Eliza also handled charitable trusts and institutional funds under the Office’s supervisory authority pursuant to the Trust Code. Currently, Eliza is a DAG in the Data Privacy and Identity Theft Unit. She investigates complaints regarding telephone and data privacy issues and enforces Indiana's Telephone Privacy laws, Indiana’s Disclosure of Security Breach law, the Heath Insurance Portability and Accountability Act (“HIPAA”), and other applicable data privacy laws. She also works with the team to assist victims of Identity Theft. Eliza received her Bachelor of Arts degree from Oberlin College and her Juris Doctor from Tulane Law School. She is a member of the Indianapolis Bar Association and the Indiana State Bar Association.

BENEFITS FOR TOWNSHIP EMPLOYEES: GROUP PURCHASING – SUITES 8/9/10 – NEW CLASS Learn about the benefits of Group Purchasing for Employee Benefits. How JA has helped other organizations, specifically townships, band together to buy benefits as a larger more strategic group. Sample Strategic Plan for Benefits. Presented By: Cory Johnson is a Partner and Benefits Consultant at JA Benefits. Cory received his BA in Philosophy, graduating from DePauw with honors and distinction in the Management Fellows Program. He later pursued and received a Masters of Business Administration degree from the University of Chicago Booth School of Business, focusing on Strategic Management and Entrepreneurship. Jaren Hornbeak graduated from Greenwood Community High School in 2014. In 2018, Jaren received his BA in Communication from Hanover College where he was a member of the Business Scholars Program. Jaren is also a Licensed Producer of Life, Accident, and Health Coverage and has his Health Plan Navigation Certification and HIPAA Privacy Certification.

TOWNSHIP BOARD MEMBER TRAINING – SUITE 16 A walk through the statutory duties of the township board with ITA's attorney and a State Senator/former township board member. Presented By: Steve Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state. Senator Andy Zay is proud to represent Senate District 17, which serves all of Wabash County and portions of Grant, Huntington and Whitley counties. In the Senate, Zay is a member of the following Senate Committees: Agriculture; Education & Career Development; Insurance & Financial Institutions; and Natural Resources. He has also served as the Huntington County Republican Party’s Treasurer and Vice-Chairman. Some of Andy Zay’s accomplishments include: Half Century Award – awarded by Governor Mitch Daniels for Indiana companies for longevity and community service, Optimist of the Year Award – awarded to member who portrays themselves most as a “Friend of Youth,” Charlie Crowl Award for Commitment to Youth at Huntington Catholic School, EZ Williams Award for Commitment to Youth Sports at Parkview Huntington YMCA. In addition to his duties in the part-time legislature, the Senator manages Zay Leasing & Rentals Inc., a third generation, family-owned and operated business since 1953.

SESSION III – 12:45 – 2:00 PM

TRAUMA SENSITIVITY TRAINING – PLAZA A This session will explore trauma sensitive service provision. Participants will recognize that trauma sensitivity is not a specific type of service, but a shared set of principles that place trauma at the center of our understanding of those with whom we work. The presenter will provide information to implement Trauma Informed Care as an organizational structure that involves understanding, recognizing, and responding to the effects of all types of trauma. Trauma Informed Care also emphasizes physical, psychological, and emotional safety for both consumers and providers, and helps survivors rebuild a sense of control and empowerment. Presented By: Susan Ferguson has worked in human services for more than 25 years. During that time, she has worked in youth residential, family preservation, foster care, mental health, and school-based programs. In the past 10 years, she has worked specifically with victims of domestic violence, sexual assault, and other crimes in both residential and non-residential settings. Ms. Ferguson has a Bachelor’s Degree in Psychology and Master’s Degrees in Counseling and Business. She is currently the Executive Director for Prevail, Inc. Prevail, Inc., located in Noblesville, is committed to offering crisis intervention and restorative support services for adult, adolescent, and child survivors of crime and abuse, free of charge, in a confidential, supportive, non-judgmental environment that is meant to empower, educate, and strengthen those we serve.

FINANCIAL BEST PRACTICES – PLAZA B – NEW CLASS This presentation will focus on townships that are non-automated as it relates to financial reporting. We will share best practices regarding financial reporting (i.e. ledger books), bank reconcilements, budget to actual reporting, internal controls and other related matters. Presented By: Jeff Rowe, CPA, specializes in serving local government and public utilities. His experience includes providing accounting, financial consulting, utility rate-making and municipal advisory services. He is registered to offer municipal advisory services through Baker Tilly Municipal Advisors, LLC. Jeff earned his Bachelor of Science degree in Business from Indiana University South Bend. Kevin Watson is a Manager at Baker Tilly (previously Umbaugh) and has worked in the public sector for over 6 years. He specializes in client services related to accounting and reporting, internal management reporting, and financial modeling.

FIRE PROTECTION BASICS: DAY IN THE LIFE OF A CHIEF – PLAZA C – NEW CLASS Learn from an experienced township fire chief who has hands-on experience in delivering fire protection services. He will walk you through his department operations and deliver some good “rules of thumb” for you to consider. Presented By: Dave Sutherlin

BOARD MEMBERS’ ROUND TABLE – SUITES 2/3 Facilitated By: Steve Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

LEASE PURCHASING – SUITES 6/7 – NEW CLASS Does your Township need equipment, but it doesn’t fit in the budget? Learn how lease purchase financing can help your Township get the equipment it needs now. This session will share what lease purchase financing is and how it works. It will also cover how to create a debt fund for future payments. Make a list of the capital equipment you need, there’s a new way to obtain it! Presented By:

WEEDS & FENCES – SUITES 8/9/10 How to identify and rectify obnoxious weeds, including the newly added by a change in state statute, as well as notices for tall grass/ "rank vegetation". This class will introduce you to the state laws pertaining to weeds and fences and will be presented by an experienced trustee and attorney. Each attendee will receive a copy of the codes as well as discuss the basics of the Township’s involvement in weeds and fences. Presented By: Steven L. Anderson has been the Franklin Township, Washington County Trustee for 39 years and has been involved in many weed and fence complaints. Steve also has served on the Washington County Weed Board for 39 years. Steve has a Private Applicators License issued by Purdue. Steve is also the President of the Washington County Trustees Association. Jeff Bellamy – Partner, Thrasher Buschmann and Voelkel, P.C. - Jeff is a practicing real estate, land use, and government services attorney and litigator. He has been involved in real estate and local government for nearly 20 years. Jeff’s career began working at the City of Indianapolis Department of Metropolitan Development on land use and zoning matters. After clerking for the Indiana Tax Court, Jeff began private practice as an associate with the Indianapolis law firm of Thrasher Buschmann and Voelkel, P.C. and is currently a Shareholder in the firm. He has assisted Township Trustees on platting, vacation, boundary disputes, permitting disputes, cemetery matters, appropriations and real estate transactions, both in Court and before local administrative boards.

REGULATORY REPORTING AND OTHER UPDATES- SBOA’s Proactive Approach to the Increased Reporting Requirements of Townships – SUITE 16 – NEW CLASS SBOA is making significant changes in what you report on your annual financial report (AFR) through Gateway. The users’ needs of your financial reporting have been changing. These changes are being reflected in recent statutory changes as well as requirements by those who issue debt and those that provide bond credit ratings that impact your Township. Presented By: Chase Lenon & Jonathan Wineinger from the State Board of Accounts. Please see description under “SESSION I” for more details.

SESSION IV – 2:15 – 3:30 PM

CARING FOR YOUR CEMETERIES - IS RESTORATION IN ORDER? – PLAZA A This class is always packed with attendees who hear Walt explain the dos and don’ts of care for cemetery gravestones. Walt is considered the cemetery “guru” in the field of restoration and care of these historical markers. Walt will share his expertise in the “hows and whys” of cemetery preservation. Walt is considered an authority on the subject. You are certain to leave this class more knowledgeable than when you entered. Presented By: John “Walt” Walters was from 1996-2000 the Fayette County Pioneer Cemetery Supervisor. From 2001 to present has been Owner/Operator of Graveyard Groomer. On a regular basis, he instructs classes for the Indiana Historical Society on Cemetery Restoration, genealogy groups, and other Historical Societies in several counties and states. He took his first tombstone repair class in 1997 and in 2000, attended Association of Gravestone Studies Conference in Washington DC. Walt received Indiana Historic Preservation Award in 2006. He attended Southeast Cemetery Monument Conservation Workshop in Pensacola, FL., sponsored by National Center for Preservation Technology and Training and in 2010 attended Jahn Restoration Mortars Training in Hanover, MD. Walt spends five days a week in cemeteries. At times it may be seven. He has seen what did not work in the past, and has learned from that. He continues to educate himself in all aspects of cemetery restoration and preservation.

CAPITAL IMPROVEMENT PLANNING – PLAZA B – NEW CLASS An overview of the new legislation that requires townships to prepare and adopt a capital improvement plan if certain qualifications are met. The presentation will also cover how townships can make transfers between certain funds if a capital improvement plan is adopted. Presented By: Paige Sansone is a graduate of Indiana University with a Bachelor of Science degree in Finance and a Masters of Professional Accountancy. In 2008, Paige successfully completed the requirements to become licensed as a Certified Public Accountant in the State of Indiana. Paige joined Umbaugh (now Baker Tilly Municipal Advisors) in September 2003 as the Budget Services Coordinator. Since 2003, Paige has been involved with several professional engagements including financial studies for municipalities that often involved the determination of the impact of levies, tax rates and assessed values based on various scenarios arising from local or legislative initiatives. Prior to joining the firm, Paige was employed as the Assistant Budget Director for the Department of Local Government Finance (DLGF). Over the five years Paige spent with the DLGF, her primary focus was on local government budgeting. She started as a Budget Field Representative where she gained a vast knowledge of local government budgeting policies and procedures assisting all types of local taxing units with budget preparation and problem solving. Originally from Lawrenceburg, Paige now resides with her husband in Zionsville, Indiana.

RISK MANAGEMENT WITHIN YOUR FIRE DEPARTMENT - PLAZA C – NEW CLASS The ability to provide quality Fire and EMS services on a continual basis is what defines a successful Fire Department. Losses from an increasing number of preventable accidents or medical errors can reduce your organization’s ability to provide the level of service that the community demands. Effective Loss Control/Risk Management is a way of enhancing the occurrence of preventable accidents and injuries. With constrained resources, having an effective Risk Management Program can be the difference between the Fire Department success or failure. This program will help you identify loss control exposure areas and provide you with the necessary knowledge and tools to successfully operate and manage your Township Fire and EMS Department. Presented By: Robin L. Roscoe- Indiana Public Employers’ Plan (IPEP) Loss Control. Robin has over 34 years Loss Control/Safety experience in reducing accidents and injuries within the Fire and EMS industry. Extensive knowledge in identifying loss control exposures within the industry and the prevention of losses through training and education. Steven A. Forry has extensive experience as an EMS paramedic and instructor, focusing on managing EMS services to maximize efficiency and effectiveness.

INVESTIGATORS’ ROUND TABLE – SUITE 2/3 Your opportunity to share ideas and tips as well as ask questions of your peers. This round table will be facilitated by investigators from townships with varied levels of caseloads. Facilitated By: Jan McCrory Chris Holtzleiter

YOUR TOWNSHIP & THE DRUG EPIDEMIC – SUITES 6/7 – NEW CLASS Learn about the impact of drug abuse on your community and how your township might get involved in fighting this pervasive problem. Presented By: Doug Huntsinger – Special Assistant to the Governor for Drug Prevention, Treatment and Enforcement. Kevin Evans

WEEDS & FENCES – SUITES 8/9/10 How to identify and rectify obnoxious weeds, including the newly added by a change in state statute, as well as notices for tall grass/ "rank vegetation". This class will introduce you to the state laws pertaining to weeds and fences and will be presented by an experienced trustee and attorney. Each attendee will receive a copy of the codes as well as discuss the basics of the Township’s involvement in weeds and fences. Presented By: Steven L. Anderson has been the Franklin Township, Washington County Trustee for 39 years and has been involved in many weed and fence complaints. Steve also has served on the Washington County Weed Board for 39 years. Steve has a Private Applicators License issued by Purdue. Steve is also the President of the Washington County Trustees Association. Jeff Bellamy – Partner, Thrasher Buschmann and Voelkel, P.C. - Jeff is a practicing real estate, land use, and government services attorney and litigator. He has been involved in real estate and local government for nearly 20 years. Jeff’s career began working at the City of Indianapolis Department of Metropolitan Development on land use and zoning matters. After clerking for the Indiana Tax Court, Jeff began private practice as an associate with the Indianapolis law firm of Thrasher Buschmann and Voelkel, P.C. and is currently a Shareholder in the firm. He has assisted Township Trustees on platting, vacation, boundary disputes, permitting disputes, cemetery matters, appropriations and real estate transactions, both in Court and before local administrative boards.

INDIANA LABOR AND EMPLOYMENT LAW UPDATE: TRENDING TOPICS IN 2019 AND BEYOND – SUITE 16 – NEW CLASS This presentation will address the hottest labor and employment issues faced by Indiana employers in 2019, and heading into 2020, with a particular focus on issues relevant to Townships. Topics covered will include substance abuse in the workplace, recent developments regarding minimum wage and overtime exemptions, and handling medical leave and accommodation issues in workplaces of all sizes. Presented By: Emmanuel Boulukos is a partner in Ice Miller’s Labor and Employment group. He represents and advises private and public employers in federal and state labor and employment law matters, including wage and hour issues, administrative proceedings before the Equal Employment Opportunity Commission and National Labor Relations Board, collective bargaining negotiations, labor arbitration, federal and state court litigation, and the development of employment policies and practices.

SESSION V – 3:45 – 5:00 PM

WHOSE CEMETERY IS THIS? – PLAZA A Cemeteries tell us much about who came before us. The size, shape and documentation vary from religious groups, time period, and location. But all are important outdoor museums. There are various state laws that protect sites and individuals interested in their protection. Jeannie R. Regan-Dinius, Director of Special Initiatives for the Department of Natural Resources’’ Division of Historic Preservation and Archaeology, will discuss the state of cemeteries in Indiana, what is being done at various levels to protect and restore them, and what we can do to help. This class will also include an attorney’s position on ownership and securing deeds for cemeteries. Presented By: Jeannie Regan-Dinius has a life-long interest in history, family history, and research. She earned her Bachelors in Public History from Ball State University, where she studied also anthropology and American Studies. She has her Masters in Urban Planning and Information Management/Library Science from Indiana University-Purdue University at Indianapolis with additional graduate course work in public history. Before coming to the State, she was the Executive Director of a 96-acre historic park in Huntington, IN. She came to the state in 2000 to help work on the Underground Railroad research initiative. She was given the additional responsibility of the Cemetery Registry, the Historic Theater Initiative, and public outreach. Jeff Bellamy – Partner, Thrasher Buschmann and Voelkel, P.C. - Jeff is a practicing real estate, land use, and government services attorney and litigator. He has been involved in real estate and local government for nearly 20 years. Jeff’s career began working at the City of Indianapolis Department of Metropolitan Development on land use and zoning matters. After clerking for the Indiana Tax Court, Jeff began private practice as an associate with the Indianapolis law firm of Thrasher Buschmann and Voelkel, P.C. and is currently a Shareholder in the firm. He has assisted Township Trustees on platting, vacation, boundary disputes, permitting disputes, cemetery matters, appropriations and real estate transactions, both in Court and before local administrative boards.

CAPITAL IMPROVEMENT PLANNING – PLAZA B – NEW CLASS An overview of the new legislation that requires townships to prepare and adopt a capital improvement plan if certain qualifications are met. The presentation will also cover how townships can make transfers between certain funds if a capital improvement plan is adopted. Presented By: Paige Sansone is a graduate of Indiana University with a Bachelor of Science degree in Finance and a Masters of Professional Accountancy. In 2008, Paige successfully completed the requirements to become licensed as a Certified Public Accountant in the State of Indiana. Paige joined Umbaugh (now Baker Tilly Municipal Advisors) in September 2003 as the Budget Services Coordinator. Since 2003, Paige has been involved with several professional engagements including financial studies for municipalities that often involved the determination of the impact of levies, tax rates and assessed values based on various scenarios arising from local or legislative initiatives. Prior to joining the firm, Paige was employed as the Assistant Budget Director for the Department of Local Government Finance (DLGF). Over the five years Paige spent with the DLGF, her primary focus was on local government budgeting. She started as a Budget Field Representative where she gained a vast knowledge of local government budgeting policies and procedures assisting all types of local taxing units with budget preparation and problem solving. Originally from Lawrenceburg, Paige now resides with her husband in Zionsville, Indiana.

WHOSE BUSINESS IS THIS? IN PUBLIC ACCESS COUNSELOR – PLAZA C The Office of the Indiana Public Access Counselor (“PAC”) provides advice and assistance regarding Indiana’s public access laws, specifically the Access to Public Records Act (“APRA”) and Open Door Law (“ODL”) to members of the public, media, public officials, and legislators. The PAC issues informal and formal opinions regarding questions and complaints about public access laws. This office works with both state agencies as well as local agencies. Luke will cover the laws pertaining to public records and meetings. He will give you information to prevent problems in your township. Geared to trustees AND a “must” for Township Board Members. Presented By: Luke H. Britt was appointed by Governor Mike Pence to serve as Indiana's Public Access Counselor in August of 2013, a non-partisan office dedicated to preserving the access rights of the public and educating government officials on their responsibilities under Indiana’s access laws. Now the longest-serving PAC in state history, he previously served as an attorney and operations manager for the Indiana State Department of Health and as an attorney for the Indiana Department of Child Services after beginning his career in private practice in Johnson County, Indiana.

SMALL TOWNSHIPS’ ROUND TABLE – SUITES 2/3 – NEW We have no definition of “small”. These opportunities are frequently requested by trustees who attend the conference. So, attendees can decide if this would be the place for them to share best practices, tips, unique struggles and ask questions of their peers. Facilitated By: Michelle Junkins

"RECYCLE" YOUR TOWNSHIP ASSISTANCE DOLLARS: SSI REIMBURSEMENT – SUITES 6/7 What is the process for Supplemental Security Income Assistance? How can I recoup money that is spent on township assistance? This class is designed for those who have not used or are brand new to using the ITA’s SSI Reimbursement Program. You will learn the simple process whereby you can assist a client awaiting a determination and settlement for SSI and then recoup a portion of the money, placing it back into your Township Assistance Fund – “recycling” the funds! Presented By: Amy Guisinger recently rejoined the agency, after a 17-year hiatus, in 2018 as an SSI claims specialist. Her career originally began in SSI in 1990 in Columbus, Ohio, but her husband’s job kept her on the move and she spent time in 2 other offices in Scranton, PA and Marion, IN before landing in the Indianapolis downtown office. Amy is from Westfield, IN where she lives with her husband and youngest son. She has 2 other children as well; a daughter who is a CPA in Minneapolis, and a son who owns a power washing company in Bloomington, IN. Amy Barbara Smithey has served as the ITA Office Manager for almost 20 years and oversees the processing of all township claims against SSI settlements. She has worked for the Association for

HOMELESSNESS & TRANSITIONAL HOUSING – SUITES 8/9/10 Trustees share and discuss their experiences in addressing housing issues including: a township single family shelter and how it is operated and their policy and liability release; the United States Interagency Council on Homelessness’ goals to end homelessness and its “Home, Together” strategic plan; how one township has adapted their Assistance Standards to further the common goal of ending homelessness; and, how they have found the money to fund this, and what they do to keep it legal in accordance with the SBOA Township Manual. IN Housing Community Development Agency representatives will share information about the programs administered by their agency including: Supportive Housing Institute, the point-in-time homeless count scorecard, the Balance of State Continuum of Care’s role and much more. Presented By: Elby (Elspeth) Hilton is the Director of Community Services for the Indiana Housing and Community Development Authority. Her divisions oversees several funding sources aimed at ending and preventing homelessness. In her role, she oversees the division strategy, partnerships, and staff to help make homelessness a brief experience for less and less people. Zachary Gross is the Supportive Housing Manager at the IHCDA Tom Kenley is a native of Noblesville and graduated from NHS as a Miller. He began working at the family grocery store at the age of 12. He and his brother, Luke, worked together managing the business from 1974 to 1998. Tom worked the next 15 years as a local realtor. He was elected to the township board in 2010 and as Trustee in 2014. Tom has two children, Holly and Heather, and two grandchildren, Liam and Kinsey. Ben Jackson has been the Columbus Township Trustee since July of 2013, having assumed the position when the previous Trustee retired. Of the twelve Townships trustees in Bartholomew County, Columbus Township is the only one with a full-time Trustee and an office/staff. Among his other duties as Trustee, Ben has worked with numerous community partners to transition Bartholomew County's homeless services into a Housing First model, including opening a low-barrier, housing focused shelter in 2016, and expanding the communities Rapid Re-housing program.

REGULATORY REPORTING AND OTHER UPDATES- SBOA’s Proactive Approach to the Increased Reporting Requirements of Townships – SUITE 16 – NEW CLASS SBOA is making significant changes in what you report on your annual financial report (AFR) through Gateway. The users’ needs of your financial reporting have been changing. These changes are being reflected in recent statutory changes as well as requirements by those who issue debt and those that provide bond credit ratings that impact your Township. Presented By: Chase Lenon & Jonathan Wineinger from the State Board of Accounts. Please see description under “SESSION I” for more details.