Tuesday Class Descriptions
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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 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. 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 Indiana 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 Governor, 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.