President’s Message

Hello again my friends. I trust this commu- nication finds you well. This article and the one to follow in November will focus on a potential way to improve team performance while gaining improved enjoyment of our work life. Office of Executive Director One N. Capitol, Suite 1215 Content is coming from a book written by , IN 46204 Matthew Kelly called The Dream Manager. (317) 639-3586 x106 FAX (317) 639-4360 Perhaps you have read or heard about it. It is E-mail: dcosterison@-asbo.org thought provoking and I will attempt to glean a Kevin Scott, www.indiana-asbo.org IASBO President few insights that resonated with me. The story is about a fictional company with a staggeringly high turn- over rate, and it does speak to a truth that we all face. An organization can only become the best version of itself to the extent that the people who drive the organization are striving to be a better version of them- selves. What if a certain percentage of folks in your workplace are

Vol. XXXXVII No. 2 Vol. October 2018 actively disengaged? Or worse, they have decided to “quit and stay”. If either of these is the case, do you think they are working to become their best selves, and if they are not, what does that tell us about their produc- tivity. What does that look like if it is a teacher who is going through the motions and how does it impact students? The reasons for discontent could vary widely. As we all know and often hear, there is a certain amount of negative press about public educa- tion. Many of us share positive news stories to help balance the picture. Other factors certainly can include feelings of not being appreciated, not being able to measure accomplishment or not being included in commu- nications that they feel are relevant to their day to day activity.

continued on page 2 Articles of Interest . . . President’s Message ...... 1-2 Reminder to Schools ...... 12-13 School Laws & Rules Book ...... 3 School Fiscal Indicators ...... 14-15 From Denny’s Desk ...... 4 Human Resource Seminar ...... 15 Professional Development Calendar...... 6-7 Legislative Seminar ...... 16 IASBO New Members ...... 8 IASBO Sponsors ...... 17 Meet Amanda Brackett ...... 10 Business Associates...... 19-23

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Inter-Com Statement IASBO InterCom October 2018 - 1 President’s Message . . . continued from page 1 Ultimately frustrations of this nature can result in employees leaving Visit for seemingly greener pastures. We see this in our districts every day as Indiana ASBO we lose teachers, bus drivers and more to each other as we push up pay at rates much like we are in an arms race. So what are really talking about? www.indiana-asbo.org We are talking about morale and workplace atmosphere. Where do we start? Many of us do some type of employee surveys to gain insight. That is what the company in this story did first. The information they gathered helped somewhat, but it didn’t achieve the full goal that was sought. So how do you take this information farther? That is where dreams and aspirations come in. Everyone has dreams. Dreams drive us all. Your dream might be to put your children through college, or perhaps go back to school yourself. It might be that you want IASBO OFFICERS AND to own a home rather than rent. You might hope to improve a relation- BOARD OF DIRECTORS 2018-2019 ship with a spouse or a child. Or the dream might be to do more for your President Kevin Scott, students than you are able to do today. Whatever your dream might be, Elkhart what would it mean if your employer, your coworkers, or your family President-Elect Scott Bowling, helped you achieve your dream. This idea is not unique to your work Crawfordsville life. Have you thought about asking your spouse what his or her dream Vice President Carla Gambill, is? What about your children? How will they feel if you suggest you Linton Stockton Treasurer Stephanie Pittman, intend to help them achieve at least one of their dreams? Their life hap- Bremen piness quotient just skyrocketed. Regional Directors As for your work life, what would it mean to have someone ask ques- Terms Ends June, 2019 tions like this? Not only are you building relationship which will help Jim Evans, Wawasee Eric Rody, Lafayette your work interactions, their general view of life likely just improved Karen Scalf, Richmond which in turn will help them be more engaged at work and more produc- Brian Tomamichel, Westfield tive. We all want to feel like our work matters and that we are appreci- Myra Fischvogt, Jennings County ated. Term Ends June, 2020 Next month we will wrap up this discussion with some more details Rob James, Lake Central on this concept that will give you some things to consider. I look for- Brad Yates, Bluffton-Harrison Michelle Cronk, Kokomo ward to our time together in November. Tanya Pearson, North Putnam Kevin Rick Allen, Southeast Dubois Past President Ted Zembala, Hobart Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol

Member Services Administrator Ella Adamson Professional Development Coordinator Cynthia Kattau Executive Director Dennis Costerison, RSBO

Office of Executive Director One North Capitol, Suite 1215 Indianapolis, Indiana 46204 (317) 639-3586 FAX: (317) 639-4360 E-mail: [email protected] continued on page 3 www.indiana-asbo.org

2 - IASBO InterCom October 2018 2018-19 Indiana School Laws and Rules Book

The 2018-2019 edition of Indiana School Laws and Rules is a comprehensive volume of Indiana laws and regulations pertaining to education. This valuable resource is published by Thomson Reuters Publishing Company, a nationally-recognized publisher of legal materials. It is being offered exclusively through the Indiana School BoardsAssociation, Indiana Association of Public School Superintendents, and Indiana Association of School Business Officials. The 1,500+ page volume includes education-related provisions of the Indiana Constitu- tion and public laws through the 2018 General Assembly, as well as up-to-date state agency regulations that impact education. In addition, the 2018-2019 Indiana School Laws and Rules includes valuable charts, timelines and calendars. Limited numbers of this exclusively-offered edition are being made available on a first- come, first-serve basis. The volume costs $120 including shipping and handling.Due to prohibitive publisher costs for re-orders, this will be the only supply available. Your copy will be sent directly to you at the mailing address you specify. If you are a non-taxed entity, please select the “Non-Taxable Entity ONLY” books, whereas a taxable entity would select the “Taxable Entity ONLY” books.

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NOTE: If an IASBO member orders the School Law and Rules book, 50% will be taken off of the shipping costs.

IASBO InterCom October 2018 - 3 from Denny’s Desk Lyndon Johnson had a rough Dennis Costerison, IASBO Executive Director childhood with his parents and a sense of academic inferiority. He was a superior student, but always I just finished the latest book and to be willing to sacrifice for felt he was not suited for Har- from Doris Kearns Goodwin moral goals. vard or Yale. Johnson was a hard entitled “Leadership: In Turbulent Theodore Roosevelt was a frag- worker who at 26 got involved in Times”. I have always enjoyed her ile child who had terrible attacks of politics. In 1948 he won the Texas books especially “Team of Rivals” asthma. His father hired a personal Senate seat and moved upward about Abraham Lincoln and his trainer for him and a boxing coach until he was John Kennedy’s Vice cabinet. She has a special way of to teach him prize fighting. He President. Then on November 22, writing that brings history to life. faced tragedy after graduating from 1963, he was sworn in as Presi- Being someone who loves to learn Harvard when his wife and mother dent after the assassination of JFK. more about history, I always look passed away on the same day to Johnson continued Kennedy’s forward to her next book. unrelated diseases. He went into a work on civil rights and engineered “Leadership: In Turbulent deep depression and headed to the the greatest advances since the Times” focuses on four former U.S. Dakota territory where he had pur- Civil War. Although his civil rights Presidents – Abraham Lincoln, chased a ranch. After two years, he achievements were great, the fail- Theodore Roosevelt, Franklin D. worked through his depression and ures in Vietnam overshadowed his Roosevelt, and Lyndon Johnson. came back to begin his military and presidency. Goodwin details how The book speaks to the early lead- political career. The book details Johnson’s vision for civil rights did ership signs for each President, the his work on the coal strike of 1902 not carry forth with the tragic deci- individual challenges each had to where 150,000 coal workers went sions regarding Vietnam. overcome, their leadership growth on strike because of low wages and I would recommend “Lead- over the years and how their lead- terrible working conditions. Not to ership: In Turbulent Times” if ership skills were instrumental as give too much away, but the issue you want to have a great read on they navigated tough times during was resolved through his leadership leadership and different leadership their time as President. The one grit. styles. Doris Kearns Goodwin has common trait between the four of As a young man, Franklin Roo- provided us another inside view of them was that they were constant, sevelt got involved in politics cul- leadership, politics and vision with life-long learners. minating in being the Democratic this book. We know the challenges that Vice President candidate in 1920. For the November edition of the Abraham Lincoln had as a youth, Although he lost that election, it InterCom, I will provide an analy- but this book also chronicles the did not deter him from staying in- sis of the election and the impact deep depression he experienced volved in the political arena. Then on the 2019 General Assembly. At in his thirties. He fought his way in 1921, he contracted polio but he least one positive came out of the through that, and then came the did not let his physical challenges election, no more political ads until challenges when he began his deter him from moving forward the next election. presidency with the Civil War and with his life as a leader. Of course, the issue of slavery. The book en- when FDR became President he hances the Lincoln leadership roles had to deal with the Great Depres- “You can’t go back and as he dealt with this most difficult sion and then World War II. With time in U.S. history. Goodwin optimism and leadership skills, he change the beginning, discusses transformational leaders directed the U.S. out of these most but you can start who inspire others to identify with serious situations. where you are and something larger than themselves change the ending.” - C . S . L e w i s

4 - IASBO InterCom October 2018 IASBO InterCom October 2018 - 5 2018-2019 Indiana ASBO Professional Development Calendar

February, 2019 November, 2018 November 15-16 IASBO Leadership Academy February 14-16 ASBO International Marriott North, Indianapolis Executive Leadership Forum San Diego, CA November 22-23 Thanksgiving Holiday February 14-16 AASA National Conference November 27 Understanding the on Education Legislative Process Seminar Los Angeles, CA Embassy Suites, 110 West Washington Street, Indpls. 46204 February 19-20 Treasurers Workshop – Days 1 & 2 (4-day series) (B113) November 29-30 IAPSS Annual Meeting Primo Banquet & Conference Center, The Westin, Indianapolis 2615 National Ave., Indpls. 46227

December, 2018 February 21 IAPSS / IASBO / IN CTO Council December 4 Business Office 203 Seminar Technology Seminar The Grand Hall at Westlake Gardens, Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 400 N High School Rd, Indpls. 46214

December 11 School Finance Seminar February 26 Spring Institute – Certification Courses Primo Banquet & Conference Center, Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 2615 National Ave., Indpls. 46227 HR111 Benefits Administration • • HR113 Payroll Administration December 12 IASBO Board of Directors Meeting February 27 • HR210 Human Resources Administration Embassy Suites, Noblesville • HR216 Group Unemployment Insurance

December 14 ISBA School Law Seminar February 28 School Nutrition Seminar Location TBD Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 December 25 Christmas March, 2019 January, 2019 March 5-6 Budget Workshop – January 1 New Year’s Day Days 1 & 2 (4-day series) (B112) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227

March 8 IASBO Board of Directors Meeting Embassy Suites, Noblesville

March 12 B110 Budgeting Fundamentals for School Business Officials Certification Course Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227

March 13-14 IASBO Leadership Academy Marriott North, Indianapolis

March 30 – April 1 NSBA Annual Conference Philadelphia, PA 6 - IASBO InterCom October 2018 2018-2019 Indiana ASBO Professional Development Calendar

April, 2019 June, 2019 April 3-4 IASBO Leadership Academy June 4 Summer Institute – Marriott North, Indianapolis Certification Courses Primo Banquet & Conference Center, April 15-16 Treasurers Workshop 2615 National Ave., Indpls. 46227 Days 3 & 4 (B113) • ADM113 Public Works Law & Administration ADM114 Construction Finance Primo Banquet & Conference Center, • 2615 National Ave., Indpls. 46227 June 5 • ADM112 School Law & Administrative Rules - Advanced

• HR120 Performance Evaluation April 23 Extracurricular Accounting Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 June 7 ISBA School Law Seminar TBD

April 25 IAPSS Spring Seminar Primo Banquet & Conference Center, June 12 ISBA / IAPSS / IASBO 2615 National Ave., Indpls. 46227 Joint Budget / Finance Seminar TBD April 30 – May 1 Budget Workshop Days 3 & 4 (B112) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227

May, 2019 May 8-10 IASBO Annual Meeting Fort Wayne Convention Center, 120 W Jefferson Blvd, Fort Wayne 46802 May 8 Pre- Conference Certification Courses • A114 Accrual Accounting • ADM111 School Law & Administrative Rules – Basic EXPERTISE • ADM118 Food & Nutrition Administration Real retirement solutions begin here • HR114 Collective Bargaining Strategy & Law

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IASBO InterCom October 2018 - 7 IASBO New Members

Region 3 Region 6 BELINDA HEAD Region 9 Deputy Treasurer JORELL TUCKER ALEXA D. REITER GREG WALKER Southwestern CSD of School Board President HR / Payroll Specialist Superintendent Shelby Co. Whitko CS Blackford County Schools Paoli CS DR. ANGELA LEWIS TINA SMITH Region 5 Principal Deputy Treasurer Region 10 Wayne Twp., MSD of EMMA CONWELL Fayette County Schools PENNY SCHMELZ Treasurer ELIZABETH PAUL Corporation Treasurer North White Schools Bookstore Mgr. / Region 8 Lanesville CS Treasurer ANGIE GINGERICH DR. KIM SHARON BAKER Washington Twp, MSD of Deputy Treasurer & Human Resources THURSTON Payroll RYAN E. PRESTON Director Asst. Superintendent Maconaquah SC Chief Financial Officer Perry Township Schools Salem CS IN Education KAREN JENNY HOOVER Employment PFLEDDERER Treasurer Relations Board Deputy Treasurer/Sec. Washington Twp., MSD of North White Schools SARAH E. SMITH HR & Benefit Specialist Danville CS

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IASBO InterCom October 2018 - 9 Amanda Brackett, Chief Financial Officer for the Tippecanoe School Corporation, was recently highlighted in the ASBO International Accents. The article is as follows:

Meet Amanda Brackett Chief Financial Officer Lafayette, Indiana

Amanda Brackett worked her way through college and became the mother of two girls while she was in school. “I not only wanted to prove to myself I could graduate but I also wanted to show my girls that they could do anything they set their mind to,” Brackett says. After graduating, she launched her career working in city government. “I was the deputy clerk-treasurer for a city of 10,000 residents. There were only three of us in the office so I was tasked with a little of everything. I really enjoyed the work, but didn’t care for the instability that politics brought,” Brackett explains. She moved into a payroll position in a school district and worked her way up to assistant chief business of- ficer. “In July 2015 the time was right both personally and professionally for me to move to Tippecanoe County and take over as the CFO for Tippecanoe School Corporation,” she says. Tippecanoe School Corporation (TSC) employs 1,700 full-time workers and serves 13,524 students at 11 elementary schools, six middle schools, and two high schools. At 400 square miles, Tippecanoe is one of the largest counties in the state. “Our county, in general, is growing,” Brackett explains. “We have a strong Cham- ber of Commerce that actively recruits new manufacturing and industry to our county.” TSC enrollment has steadily grown year over year for several decades. “Families continue to move here for the community and great schools,” she says. While Tippecanoe’s growth is certainly the sign of a healthy locality, it is not without challenge. “Due to our growth, one of our challenges is expanding our buildings to accommodate the enrollment. We have become very good at managing to find space within buildings that can be utilized for classrooms,” Brackett says. With little experience juggling a multitude of large construction projects, Brackett found the task to be a learning experience. “My school board and superintendent support professional development needs and have allowed me to attend workshops to learn more about construction funding,” she says. Brackett has also tapped into her network of peers who have experience in construction projects. “Indiana ASBO has been a wonderful tool in both providing the professional development resources as well as my networking group.” According to Brackett, membership in ASBO International has proven to be a great resource. “I have gleaned a lot of information such as federal budgetary forecasts, regulatory changes, tips from peers—I have even sent out questions to other ASBO members.” If Brackett needs examples of forms or documents, she is quick to refer to the peer-to-peer resources provided by ASBO International’s Global School Business Network. “The library we have at our fingertips is invaluable.” According to Brackett, it’s the networking that is most beneficial: “It’s getting to interact with other members to see what challenges they face and how they are handling them. It’s asking them my questions and getting answers, advice, or just a ‘hang in there’.”

10 - IASBO InterCom October 2018 IASBO InterCom October 2018 - 11 Reminder to Schools Using Federal Funds for Internet Connectivity

continued on page 13 12 - IASBO InterCom October 2018 Reminder to Schools continued from page 12

IASBO InterCom October 2018 - 13 SCHOOL FISCAL INDICATORS RELEASED The School Fiscal Indicators Committee has approved the initial fiscal indicators for Indiana’s school corpo- rations. The committee, which included David Holt as IASBO’s representative, met several times in the past few months discussing numerous indicators. The committee was a very open process where several IASBO members testified emphasizing that each school corporation had their specific story to tell regarding their fiscal health. The 8 Fiscal Indicators approved by the committee are as follows:

Average Daily Membership (“ADM”)” Fund Balances as Percent of Expenditures Average Daily Membership (“ADM) is the number of This indicator considers the ability of the school cor- eligible students enrolled in a school corporation on poration to maintain operations in the event of delays a particular day (“count day”) designated by the State in revenue by utilizing existing fund balances to fund Board of Education. ADM is utilized in the State operations. funding formula to determine the amount of tuition Select Funds to Include: support that the State of Indiana will provide to the √ General Fund school corporation. Increasing or decreasing ADM will impact the amount of funding available to the √ Rainy Day Fund school corporation. □ Operational Funds

Fund Balances Tuition Support per ADM as compared to Fund balances as of December of the calendar year General Fund Expenditures per ADM listed. Tuition support is the largest revenue source for a Select Funds to Include: school corporations General Fund, the fund through √ General Fund which the majority of academic programming is funded in addition to other operational expenditures. √ Rainy Day Fund This indicator considers whether the school corpora- □ Operational Funds tion’s expenditures are consistent with or differ from □ Other Local Funds funding received on a per student basis. √ All Other Funds Revenue by Type Local tax revenue includes property tax, income tax Annual Deficit/Surplus and other taxes as applicable. Other local revenue will This indicator provides a comparison of revenue include revenue sources such as rental income and to expenditures on a calendar year basis, includ- sale of property. Debt revenue includes bond and loan ing whether the school corporation had an operating proceeds. State revenue includes tuition support and deficit or surplus for that year. Fund balance is also other grants received from the State. Federal revenue included to assist in identifying situations in which includes grant funding received from the Federal the school corporation utilized existing fund balances government. to find expenditures. Select Funds to Include: Select Funds to Include: √ General Fund √ General Fund √ Rainy Day Fund √ Rainy Day Fund √ Operational Funds √ Operational Funds √ Other Local Funds √ Other Local Funds √ All Other Funds √ All Other Funds continued on page 15 14 - IASBO InterCom October 2018 SCHOOL FISCAL INDICATORS RELEASED continued from page 14 Operating Referendum Revenue as √ Operational Funds Percent of Total Revenue √ Other Local Funds For those school corporations that have successfully √ All Other Funds obtained a referendum, this indicator provides data General Fund Salaries and Benefits on the importance of the referendum revenue to the as Percent of General Fund Expenditures school corporation’s revenue picture. Select Funds to Include in Total Revenue: Human ResourcesSalaries and benefits Seminar typically are the largest expen- √ General Fund ditures within the General Fund. This indicator shows Novemberthe percentage 13, 2018 of the General Fund that is dedicated √ Rainy Day Fund Primo Banquet Hall & Conferenceto salaries Center, and 2615 benefits. National Ave., Indpls. 46227

Human Resources Seminar - November 13, 2018 Primo Banquet Hall & Conference AGENDACenter, 2615 National Ave., Indpls. 46227

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8:30 am. Registration Human Resources Seminar November 13, 2018 9:00 a.m. Public Access Counselor Complaints / School Obligations Primo Banquet Hall & Conference Center, 2615 National Ave., Indpls. 46227 Under the IAPRA Emma Jay, Associate, Lewis Kappes

AGENDA Andrew Manna, Partner, Church, Church, Hittle + Antrim

9:45 a.m. Educating Employees About Benefits 8:30 am. Registration Amber Fisher, Director of Benefits / Insurance Administration,

9:00 a.m. Public Access Counselor Complaints / School Obligations Evansville Vanderburgh School Corporation Under the IAPRA Megan Garton, Indiana State Manager, American Fidelity Emma Jay, Associate, Lewis Kappes Monica Schermier Pritz, Health Care Consultant, American Fidelity Andrew Manna, Partner, Church, Church, Hittle + Antrim Bob Turner, Financial Professional, AXA Advisors, LLC Indiana 9:45 a.m. Educating Employees About Benefits Amber Fisher, Director of Benefits / Insurance Administration, Evansville Vanderburgh School Corporation10:30 a.m. Break Megan Garton, Indiana State Manager, American Fidelity Monica Schermier Pritz, Health Care Consultant, American Fidelity Bob Turner, Financial Professional, AXA Advisors, LLC Indiana 10:45 a.m. Educating Employees About Benefits (cont’d.) 10:30 a.m. Break 11:45 a.m. Lunch 10:45 a.m. Educating Employees About Benefits (cont’d.)

11:45 a.m. Lunch 12:45 p.m. Job Descriptions

12:45 p.m. Job Descriptions Jill Britt, Director of Human Resources, Franklin Township Community School Corporation Jill Britt, Director of Human Resources, Franklin Township Community SchoolJon Mayes,Corporation Partner, Bose, McKinney, & Evans Jon Mayes, Partner, Bose, McKinney, & Evans

1:45 p.m. RIF Guidance 1:45 p.m. RIF Guidance Susan Traynor Chastain, Director, Lewis Kappes Amy Matthews, Partner, Church, Church, Hittle + Antrim Susan Traynor Chastain, Director, Lewis Kappes Amy Matthews, Partner, Church, Church, Hittle + Antrim 2:45 p.m. Final Thoughts

3:00 p.m. Adjourn 2:45 p.m. Final Thoughts

3:00 p.m. Adjourn IASBO InterCom October 2018 - 15

Understanding the Legislative Process Seminar November 27, 2018

Embassy Suites Hotel-Downtown 110 W. Washington St., Indianapolis 46204

Join Denny Costerison for a day of exploring how the legislative process works and the key legislative players serving Indiana constituents. Bring your walking shoes for an afternoon tour of the State House. AGENDA

8:30 am. Registration

9:00 a.m. The Legislative Process Denny Costerison. Executive Director, IASBO

Understanding the Legislative Process How a Bill Becomes Law: From an Idea to the Governor’s Desk Who are the Key Legislative Players? How to Approach a Legislator & Get Your Points Across How to Keep Informed 20 Bullets of Lobbying

10:15 a.m. Break

10:30 a.m. Continuation of the Legislative Process

11:00 a.m. The Impact of the 2018 Elections on the 2019 General Assembly

The Aftermath of Organizational Day The IASBO 2019 Legislative Resolutions

Noon Lunch

1:00 p.m. Tour of the State Capitol

Participants will tour all floors of the State House, including committee rooms, galleries, and House & Senate Chambers. Denny will provide commentary on the various locations within the State House.

3:00 p.m. Adjourn

16 - IASBO InterCom October 2018 T H A N K Y O U

Gold Sponsors Platinum Sponsors HORACE MANN COMPANIES L.L. LOW ASSOCIATES, INC. PERFORMANCE BOYCE FORMS-SYSTEMS/KOMPUTROL SERVICES, INC. CROWE HORWATH AMERICAN FORECAST5 ANALYTICS FIDELITY CIGNA GROUP INSURANCE STIFEL Silver Sponsors ICE MILLER LLP BOSE McKINNEY & EVANS LLP SECURITY BENEFIT TRUSTINDIANA BMO HARRIS BANK VALIC SOFTWARE SYSTEMS, INC. UMBAUGH SCHMIDT ASSOCIATES, INC. LEWIS & KAPPES, P.C. CSO ARCHITECTS AdTEC, INC. KEYBANC CAPITAL MARKETS EDU STAFF, LLC BARNES & THORNBURG, LLP JA BENEFITS, LLC (TCU) TEACHERS CREDIT UNION GSF USA, INC. NATIONAL INSURANCE SERVICES HUNTINGTON NATIONAL BANK, THE CHURCH CHURCH HITTLE & ANTRIM TAFT STETTINIUS & HOLLISTER LLP EDUCATION NETWORKS OF AMERICA U.S. BANK GLOBAL CORPORATE TRUST SERVICES BANK OF NEW YORK MELLON TRUST CO., N.A., THE BARTON-COE-VILAMAA ARCHITECTS & ENGINEERS, INC.

IASBO InterCom October 2018 - 17 Thank you, Indiana public school corporations, for helping us become the #1 Public Financing Bond Counsel in Indiana for 2013, as ranked by The Bond Buyer. It takes great clients to do great work.

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18 - IASBO InterCom October 2018 IASBO Business Associate Members

1st Source Bank ARC Window Treatments & Tinting BAY Advisors, LLC Cigna Group Insurance Jessica Watts Steven Childers Michael Bock Lindsay Voris 14 Indiana Avenue 435 Fernhill Avenue 330 Intertech Pkwy, Ste 251 11595 N. Meridian Street, Suite 500 Valparaiso, IN 46383 Fort Wayne, IN 46805 Angola, IN 46703 Carmel, IN 46032 219-476-2614 [email protected] [email protected] (317) 677-4543 [email protected] [email protected] Asset Control Solutions, Inc. Belfor Property Restoration 3D E-Consulting Group LLC Kim Falco Shelby Sawchuk CIS Auctions Dale Dorsey 2040 E. Algonquin Road 6205 Morenci Trail Ben Kendra 15921 Presick Lane Schaumburg, IL 60173 Indianapolis, IN 46268 PO Box 626 Granger, IN 46530 (847) 838-2600 (317) 297-3443 East Tawas, MI 48730 (574) 367-2000 [email protected] [email protected] [email protected] [email protected] EZANALYSIS & EZROUTING software http://www.belfor.com/en/us simplify education transportation. AssuredPartners of Indiana Belfor rebuilds schools after disasters/ Core Construction Indiana Rob Stiehl loses with tight deadlines and budget Tina McGrath 10401 N Meridian St., Ste. 300 restraints in mind. 833 West Lincoln Way, Suite 120 W A Indianapolis, IN 46290 Schererville, IN 46375 ABM Education Services (317) 595-7363 Benefits 7 Inc (219) 961-4325 Gabe Garner [email protected] James Franklin [email protected] 5725 West Minnesota Street http://www.assuredptrin.com 780 Old Wheatland Road http://www.coreconstruction.com Indianapolis, IN 46241 Risk Management and Employee Benefit Vincennes, IN 47591 Utilizing comprehensive construction (317) 697-4418 Consulting Service Provider with [email protected] knowledge and industry expertise, CORE [email protected] Specialization in Public Schools provides exceptional building services to http://www.abm.com BMO Harris Bank K-12 Schools. Custodial, Landscape & Grounds, HVAC Astra Insurance Katie Aeschliman &Mechanical, Electrical & Lighting, David Paul 135 N Pennsylvania St., 9th Floor Colonial Life Energy, Facilities Engineering, and Parking 10401 N Meridian Street Indianapolis, IN 46204 Lydia Clark & Transportation Indianapolis, IN 46290 (317) 269-1376 1200 Colonial Life Boulevard West [email protected] [email protected] Columbia, SC 29210 Acorn, powered by Rycor http://www.HarrisBank.com (317) 931-8098 Eric Vance AXA Equitable BMO Harris Bank provides banking & [email protected] 18719 Oxbow Drive Robert W. Turner financial solutions to government, education www.coloniallife.com Marengo, IL 60152 9465 Counselors Row, Ste 120 & non-for-profit organizations. Over 4000 schools trust Colonial’s no-cost (815) 596-9099 Indianapolis, IN 46240 solution to streamlining & automating [email protected] (317) 558-3602 Bookkeeping Plus, Inc. benefits open enrollment. http://www.rycorsoftware.com [email protected] Beth A. Marsh School Fee management software AND http://www.axa-equitable.com 232 E. McClarnon Drive Crowe Horwath LLP modern Online Payment Portal for Parents Educating educators on financial matters: Greenfield, IN 46140 Tim Berry 403(b), ROTH, investments, pension, (317) 462-2049 135 N. Pennsylvania Street, Suite 200 Administrator Assistance retirement, life insurance, organizing [email protected] Indianapolis, IN 46204 Steven R. Wittenauer personal finances. http://www.BookPlusInc.com (317) 677-1933 116 W 7th Street Accounting [email protected] Brookston, IN 47923 B www.crowehorwath.com (765) 418-5727 Bank of New York Mellon Trust Co., Bose McKinney & Evans LLP Government Accounting Services [email protected] N.A., The James Hamilton http://www.administratorassistance.com Jerry Fields 111 Monument Circle, Suite 2700 CSO Architects We help school corporations solve problems. 300 N. Meridian St., Ste. 910 Indianapolis, IN 46204 Todd Decker Indianapolis, IN 46204 (317) 684-5000 8831 Keystone Crossing AdTec, Inc. (317) 637-7774 [email protected] Indianapolis, IN 46240 Charlie Hobbs [email protected] http://www.boselaw.com (317) 848-7800 PO Box 97 http://www.bnycorptrust.com Education Legal Services [email protected] Centerville, IN 47330 A leading provider of bond trustee, paying http://www.csoinc.net (765) 855-1612 agent and investment services for school Boyce Forms-Systems/Komputrol Design for state-of-the art 21st century [email protected] corporations. Mike Galliher educational facilities renovation or new http://www.admtec.com 9401 Innovation Drive construction.s Consulting services for E-rate and Capital Barnes & Thornburg, LLP PO Box 669 Assets inventory. Jeff Qualkinbush Daleville, IN 47334-0669 D 11 S Meridian Street (317) 664-7400 Danmar Contracting LLC Alliance Environmental Group Indianapolis, IN 46204 [email protected] Nick Verhoff Tammy Kirkpatrick (317) 231-7753 http://www.boycesystems.com 14088 Princewood Drive 5153 Commerce Square Dr., Ste E [email protected] “Komputrol” financial software, “K-Time” Fishers, IN 46037 Indianapolis, IN 46237 time keeping application, on line paystub http://www.btlaw.com (317) 710-4579 [email protected] and business forms printing. Providing legal and bond services to [email protected] school corporations throughout Indiana. American Fidelity Deem, LLC Kim Pugliese C Barton-Coe-Vilamaa Architects & Church Church Hittle & Antrim Tom Zupancic 8770 Guion Road, Suite R Engineers, Inc. Andrew Manna 6831 East 32nd Street, Suite 200 Indianapolis IN 46268 Brian Bohlender Two North Ninth Street Indianapolis, IN 46226 (317) 871-2480 x104 225 Airport North Office Park PO Box 10 (866) 288-2990 [email protected] Fort Wayne, IN 46825 Noblesville, IN 46061 [email protected] http://www.afadvantage.com (260) 489-9079 (317) 773-2190 http://www.deemfirst.com Section 125 administration, dependent [email protected] Mechanical/Electrical Contracting and audit verification, 403(b), group & [email protected] http://www.BartonCoeVilamaa.com http://www.cchalaw.com Service voluntary products. Since 1969, Barton-Coe-Vilamaa has pro- Legal Services vided practical and cost-effective design solutions to Indiana school corporations.

IASBO InterCom October 2018 - 19 IASBO Business Associate Members

DLR Group EMCOR Construction Services Fifth Third Securities Inc. Gibraltar Design, Inc. Scott Nemshick Tim Pitts Jay Ryals James B. Thompson, NCARB 333 W Wacker Drive, Suite 400 5128 W. 79th St. Suite 1200 9102 N Meridian Street, Suite 300 Chicago, IL 60606 Indianapolis, IN 46268 251 N. St. Indianapolis, IN 46260 (312) 382-9980 (317) 714-0432 Indianapolis, IN 46204 (317) 580-5777 [email protected] [email protected] (317) 383-2086 [email protected] http://www.dlrgroup.com http://www.emcorcs.com [email protected] http://www.gibraltardesign.com Architecture, Engineering, Planning, Providing turnkey resolutions to help http://www.53.com Full service Architectural/Engineering Firm Interiors make your schools more productive, more Bond underwriting and financial services, with focus on K-12 and Higher Ed facilities. comfortable, and much more efficient. bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS. GMB Architecture + Engineering E Energy Systems Group Jason Miller Education Networks of America Mark Falahee Financial Solutions Group, Inc. 85 E. 8th Street, Suite 200 Terry Spradlin 3905 Vincennes Rd Suite 505 Greg Guerrettaz Holland, MI 49423 320 N. Meridian St., Suite 118 Indianapolis, IN 46268 2680 East Main Street, Suite 223 (676) 796-0200 Indianapolis, IN 46204 (317) 228-3676 Plainfield, IN 46168 [email protected] (317) 612-2892 [email protected] (317) 837-4933com http://www.gmb.com [email protected] http://www.energysystemsgroup.com greg@fsgcorp A relational, co-designing firm that creates http://www.ena.com Guaranteed energy savings programs. Financial and municipal advisory services facilities to enhance learning. Providing Broadband, Wi-Fi/LAN, Com- Cost reduction in facility operations. to municipalities across the State of Indiana. munication, and Cloud Solutions to K-12 (30 years experience) Gordian Schools, Higher Education Institutions, Envelop Facilities Technologies Eric Wassenaar and Libraries Tim Garver Fink Forms, Inc. 30 Patewood Drive, Suite 350 905 N Capitol Avenue Becky Chase Greenville, SC 29615 Educational Service Centers Risk Indianapolis, IN 46204 619 E. Dupont Rd. #94 [email protected] Funding Trust [email protected] Fort Wayne, IN 46825-2055 Carrie Milner (260) 489-7149 GSF USA, Inc. 1764 North 25 East Envoy, Inc. [email protected] Sallie Jones Greencastle, IN 46135 John Barbee http://www.finkforms.com 2701 Fortune Circle East Drive, #D (765) 720-5732 6330 E 75th Street, Suite 170 Budget forms for schools that are Gateway Indianapolis, IN 46241 [email protected] Indianapolis, IN 46250 compatible. 317-262-1133 (317) 594-4600 [email protected] Educational Services Company [email protected] First Internet Bank Debbie Hineline Tim Dusing http://www.envoy-cm.com 3535 E 96th Street, Suite 126 11201 USA Parkway H Project and Construction Management Fishers, IN 46037 Indianapolis, IN 46240 Solutions HCO Architects, Inc. (317) 818-3535 (317)806-1947 Henry Onochie [email protected] [email protected] Ergo Resource Management, Inc. [email protected] http://www.educationalservicesco.com 3921 N Meridian Street Thomas E. Green First Merchants Bank Educational Services Company has been 801 N Huntington Street, Suite 7 Indianapolis, IN 46208 providing Indiana schools with a full scope of Francis Kelley Syracuse, IN 46567 1033 N. Meridian Street – Suite 350 educational management services since 1989. Heartland School Solutions (574) 457-8020 Indianapolis, IN 46290 Mary Ryan [email protected] [email protected] EDUStaff 787 Elmgrove Road http://www.ergo-syracuse.com (317) 566-7683 Angeline Noble Management and human resource consulting Rochester, NY 14624 [email protected] services, OSHA, EPA, and indoor air quality (800) 724-9853 x3057 program assistance. [email protected] Electronic Systems Group G Marty Cotterman Arthur J. Gallaher & Co Hilliard Lyons 680 N 36th Street F Alexis Coonan Randy Ruel Lafayette, IN 47905 Fanning/Howey Associates, Inc. 650 E Carmel Dr., Suite 400 10 West Market Street, Suite 2450 (765) 449-0694 William Payne Carmel IN 46032 Indianapolis, IN 46204 [email protected] 9025 N. River Rd. Suite 200 [email protected] (317) 991-9137 http://www.esgindiana.com Indianapolis, IN 46240 [email protected] Fire Alarm Systems & Inspections/Secu- (317) 848-0966 Garland Company rity Systems/Door Access Controls/Video [email protected] http://www.hilliardlyons.com Austin Papenbrock Regional firm special- Systems/Temperature Controls/System http://www.fhai.com 1213 Bluff Pointe Way Monitoring izing in origination, pricing and distribu- Architects/Engineers widely credited with Fort Wayne, IN 46845 setting new standards in flexible and tion of tax exempt bonds to Indiana School Elevatus Architecture innovative school design. [email protected] Corporations. Cory Dietz 111 East Wayne Street, Suite 555 Fifth Third Bank, Indiana George K. Baum & Company Hillyard Indiana Fort Wayne, IN 46802 Paul Burch Damian Maggos Darin Miller (260) 424-9080 251 N Illinois Street, Suite 1200 600 E. 96th St., Ste. 540 14317 West Painter Drive [email protected] Indianapolis, IN 46204 Indianapolis, IN 46240 Daleville, IN 47334 (317) 818-1760 http://www.elevatusarchitecture.com (317) 383-2668 800-296-4213 [email protected] Passionate educational designers enhanc- [email protected] [email protected] ing the needs of faculty and students today http://www.53.com http://www.gkbaum.com One of the nation’s leading municipal htt://www.hillyard.com and into the future. Providing municipal services for school finance investment banking firms providing Family-owned national manufacturer of corporations, including municipal leasing, a full range of public finance services to cleaning chemicals and developer of an investment management and depository borrowers and investors. industry-leading cleaning cost analysis services. program.

Honeywell Building Solutions Robert Preston 9355 Delegates Row Indianapolis, IN 46240 [email protected]

20 - IASBO InterCom October 2018 IASBO Business Associate Members

Horace Mann Companies Interface Keystone Architecture, Inc. LWG CPAs & Advisors Lynn Schmale Larry Boyle Mark Brandyberry Jennifer Hudson 301 E. Carmel Dr., Suite G300-002 235 West 84th Street 322 Main Streeet One Independence Center Carmel, IN 46032 Indianapolis, IN 46260 Lafayette, IN 47901 1776 N. Meridian St., Ste 500 (217) 725-6822 (317) 445-2813 (765) 420-7400 Indianapolis, IN 46202 [email protected] [email protected] [email protected] (317) 634-4747 http://www.horacemann.com http://www.interface.com http://www.keystonearch.com [email protected] We specialize in providing 403(b), Section Interface modular carpet tile, i2 mergeable Keystone Architecture is one of Indiana’s http://www.lwgcpa.com 125 & auto insurance payroll deductions dye lot, life time Antimicrobial Inersept no largest architectural firms. LWG provides comprehensive budgeting, to school employees. mold warranty with solution dyed nylon – capital planning, debt management and post Highest recycled content KI/Binford Group compliance services to Indiana schools. Horizon Bank Susan Binford Dave Voris IPEP 14725 Herriman Blvd. M 302 N. Alabama Street Patrick Downey Noblesville, IN 46060 Indianapolis, IN 46204 301 South Reed Road MacAllister Power Systems (317) 770-7300 Ryan Campbell (317) 608-2085 Kokomo, IN 46903 [email protected] [email protected] [email protected] 8800 Brookville Road http://www.ki.com Indianapolis, IN 46239 www.horizonback.com School furniture with installation, design Financial services including deposit ac- and budget services. (317) 860-4495 counts, treasury management, investments, J [email protected] J & D Turf and municipal financing Kovert Hawkins Architects, Inc. http://www.macallisterpowersystems.com Jamie Mehringer School buses, generator sets, mobile power Hal E. Kovert 12955 Ford Drive generation and landscaping equipment. HPS 630 Walnut St. Fishers, IN 46038 Jennifer Zech Jeffersonville, IN 47130 (317) 359-1185 Matrix Integration 3275 N. M-37 Hwy. (812) 282-9554 [email protected] Sara Gerber PO Box 247 [email protected] Middleville, MI 49333 http://www.j-dturf.com 417 Main Street J&D Turf is a full service sports turf con- http://www.koverthawkins.com Jasper, IN 47546 (800) 632-4572 Educational Facilities Planning, Feasibility [email protected] sulting, construction, maintenance [email protected] and distribution company. Studies, Architectural and Interior Design... http://www.hpsnet.com with Personalized Service. HPS is a member-owned group purchasing Maverick Energy Consulting, Inc. organization providing competitive contracts JA Benefits, LLC John Righeimer and dealership pricing on furniture and Christy McNichols L 4228 Chaparral Drive equipment. 1630 H Street Legat Architects Naperville, IL 60564 Bedford, IN 47421 Robin Randall (815) 498-3855 Huntington National Bank, The (812) 329-6056 2015 Spring Road, Suite 175 [email protected] Michael Gilmore [email protected] Oak Brook, IL 60523 http://www.mavertickec.com 45 N. Pennsylvania St. http://www.JABenefits.com (630) 990-3535 Energy procurement and price risk man- Indianapolis, IN 46204 Client focused benefit consulting firm [email protected] agement specialists. (317) 237-2504 providing clear, simplified solutions to www.legat.com [email protected] 11630complex school and trust issues. Architecture and interior design Milliken Carpet http://www.huntington.com Joe Salerno Banking, Loans, Investment, Lockbox and Johnson Controls, Inc. L. L. Low Associates, Inc. 13945 Brisbane Drive Treasury Management Services Jennifer Payne Andrew Low Fishers, IN 46038 1255 N. Senate Avenue 210 N. Ironwood Dr. (317) 695-6675 Indianapolis, IN 46202 South Bend, IN 46615 [email protected] I [email protected] Ice Miller LLP (574) 234-7240 http://www.milliken.com [email protected] Milliken offers cushioned back carpet tiles Jane Herndon Johnson Melloh Solutions that have anti-microbial technology, better One American Square, Ste 2900 http://www.lllow.com Jessica Price Over 35 years of providing Indiana acoustics and adhesive free installation. Indianapolis, IN 46282 5925 Stockberger Place schools with financial computer software. (317) 236-2437 Indianapolis, IN 46241 jprice@ MJ Insurance, Inc. [email protected] johnsonmelloh.com Lancer & Beebe Architecture Frank T. Crossland http://www.icemiller.com Terry Lancer 9225 Priority Way West Drive Provide school construction and cash flow JPMorgan Chase Bank, N.A. 719 East New York Street Suite 100 financing; referendum, employee benefits Nancy Dorsa Indianapolis, IN 46240 and other related legal services. Indianapolis, IN 46202 1 East Ohio St, IN1 - 0045 (317) 797-6595 (317) 805-7500 Indianapolis, IN 46277 [email protected] Indiana Bond Bank [email protected] (317) 767-8344 Architecture, Planning, Interior Design http://www.mjinsurance.com Ron Mangus [email protected] Employee Benefit Advisory Services 10 W. Market St., Suite 2410 http://www.jpmorgan.com Indianapolis, IN 46204 Lewis & Kappes P.C. Banker for Government entities in the Robert Rund Moisture Management (317) 233-0888 State of Indiana including cities, counties Jason Bush [email protected] One American Square, Suite 2500 and K12 school corporations. Indianapolis, IN 46282 9855 Crosspoint Blvd., Suite 100 http://www.in.gov/bond Indianapolis, IN 46256 Our mission is to assist local government (317) 639-1210 in obtaining low-cost finance for their K [email protected] [email protected] operations. KeyBanc Capital Markets http://www.lewis-kappes.com Mr Davids Flooring International Kelly L. McNairy Legal Services Tom Cartmell InterDesign 10 W. Market St, Suite 900 5150 W 84th Street Daniel D. Rawlins Indianapolis, IN 46204 Indianapolis, IN 46268 141 E. Ohio St. (317) 464-8448 [email protected] Indianapolis, IN 46204 [email protected] (317) 263-9655 http://www.key.com [email protected] KeyBanc Capital Markets provides http://www.interdesign.com banking and bond underwriting services Architecture and Design-Build Criteria to municipal entities and educational Development institutions

IASBO InterCom October 2018 - 21 IASBO Business Associate Members N PNC Bank, N.A. Regional Data Services, Inc. Shook Construction National Insurance Services Ellen Shirley Andy Kapitan Charles Peabody Landon Mowry 101 W Washington Street, Suite 400E 1260 Arrowhead Court 7330 E 90th Street 11350 N Meridian Street, Suite 120 Indianapolis, IN 46204 Crown Point, IN 46307-8222 Indianapolis, IN 46256 Carmel, IN 46032 (317) 267-7098 (219) 661-3200 [email protected] (317) 846-9202 [email protected] [email protected] [email protected] www.pnc.com http://www.regionaldata.com Siemens http://www.nisbenefits.com Providing financial products and services Indiana based software provider special- Natalie O’Hara to schools, to include treasury management, izing in administative and web based Life and disability insurance and HRA, 6200 Technology Center Drive leasing and investment management. software for over 25 years. VEBA, 401(a), 403(b) solutions. Indianapolis, IN 46278 [email protected] Primary Engineering, Inc. Regions Bank NFP Property & Casualty Services Mike Lubbehusen, PE Jenny Lurkins Tim McCormick Skillman Corporation, The 2828 Lake Avenue One Indiana Square, Suite 903 Bart York 302 E. Market Street Fort Wayne, IN 46805 Indianapolis, IN 46204 Crawfordsville, IN 47933 3834 S Emerson Avenue (260) 424-0444 (317) 221-6111 Indianapolis, IN 46203 (765) 362-3795 [email protected] [email protected] [email protected] (317) 783-6151 www.primary-eng.com http://www.regions.com [email protected] Consulting engineering services for Regions is a full service financial institu- http://www.skillman.com HVAC, lighting, power and communication tion offering solutions designed specifically Project Administration & Construction systems. Infrared thermal imaging and for governments. O Management Odle McGuire Shook Corporation wireless network modeling. Matt Mayol Reitano Design Group Skyward 429 N. Pennsylvania St., Suite 202 ProCourse Fiduciary Advisors, LLC Scott Reitano Gannon Harris Indianapolis, IN 46204 Douglas Prince 302 N. East Street 260l Skyward Drive (317) 842-0000 1180 Medical Court, Suite A Indianapolis, IN 46202 Stevens Point, WI 54482 [email protected] Carmel, IN 46032 317-637-3204 [email protected] http://www.omscorp.net (317) 708-4151 [email protected] Architecture, Master Planning, Interior [email protected] Software Systems, Inc. Design, Landscape Architecture www.procourseadv.com Ryan Fire Protection Rich Miller Independent firm providing retirement Edwin Frieden 432 S Emerson Ave, Ste 200 O. W. Krohn & Associates LLP and fiduciary investment advice (401(k), 9740 E. 148th Street Jarrod Hall 403(b), 457, etc.) to school corporations Greenwood, IN 46143 Noblesville, IN 46060 (317) 783-5373 231 East Main Street throughout Indiana (317) 473-1546 Westfield, IN 46074 [email protected] [email protected] http://www.softwaresystemsinc.com (317) 867-5888 Public Trust Advisors http://www.ryanfp.com Greg Wright Providing Indiana Schools with Financial, [email protected] Fire Sprinkler / Fire Alarm / Fire Extin- Payroll/Human Resources, Employee 717 17th Street, Suite 1850 guisher Installation, Inspection, Testing Portal, Extra-Curricular Software Denver, CO 80202 and Maintenance. Applications. P (303) 244-0461 Patcraft Commercial Flooring [email protected] Stair Associates, Inc. Scott Martin S www.publictrustadvisors.com Schamber Group, Inc., The Reggie Laconi 551 S Sawmill Rd Public Trust Advisors manages 9641 Commerce Dr. Franklin, IN 46131 Elaine M. Schamber, PhD, CFP, AIFA TrustINdiana. 3526 Osborne Lane, Suite 8 Carmel, IN 46032 (317) 432-0003 (317) 228-1900 [email protected] PO Box 4698 LaFayette, IN 47903-4698 [email protected] http://www.patcraft.com R http://www.stairnet.biz Floorcovering (765) 807-0683 RCR Technology Corporation Architectural and Engineering design for Michael Buffington [email protected] Fiduciary services and investment schools, with a focus on energy efficient Performance Services, Inc. 251 N. Illinois Street, Suite 1150 systems including geothermal. Tim Thoman North Tower oversight for School Corporation Retirement Plan Sponsors and their 4670 Haven Point Blvd., Suite #200 Indianapolis, IN 46204 Investment Committees Statewide Credit Association, Inc. Indianapolis, IN 46280 (317) 624-9500 Don Hodson (317) 713-1750 [email protected] Schmidt Associates, Inc. 6957 Hillsdale Court [email protected] www.rcrtechnology.com Ben Bain Indianapolis, IN 46250 http://www.performanceservices.com We provide services such as data ware- 415 Massachusetts Avenue (317) 684-1000 housing, business intelligence solutions, Design-Build, guaranteed savings con- Indianapolis, IN 46204 [email protected] tracts, geothermal, and wind power. application development, systems & data integration as well as data conversion. (317) 263-6226 http://www.statewidecredit.net [email protected] Local agency that specializes in increasing Piper Jaffray & Co. book rental funds for school corporations David Wimmer RE Sutton & Associates, http://www.schmidt-arch.com Schmidt Associates serves as your at a low cost. 459 East 96th Street, Suite 500 A Division of Brown & Brown Richard E. Sutton advocate for all aspects of facility Indianapolis, IN 46249 design-encompassing planning, design, Steele Benefits (317) 581-6305 11555 N. Meridian St., Suite 220 & implementation. Steve Sonntag [email protected] Carmel, IN 46032 9020 Crawfordsville Road http://www.piperjaffray.com (317) 852-1937 Security Benefit Corporation Indianapolis, IN 46234 Not every firm can help underwrite and [email protected] Frank J. Vargo [email protected] distribute bonds that lead to successful http://www.resutton.com 12099 Lupine Lane transactions. Piper Jaffray can. We use our Employee benefit consultants specializing Granger, IN 46530 Stifel experience, resources and trading capabili- in Indiana public school corporations. ties to bring full-service support to our K-12 (800) 888-2461 x2760 Mike Schumaker education clients. [email protected] 30 S. Meridian St., Suite 600 http://www.securitybenefit.com/ Indianapolis, IN 46204 Platinum Earth, LLC indiana (317) 808-7273 Heather Zeto Security Benefit helps educators to and [email protected] 11625 Suncatcher Drive through retirement by providing 403(b), http://www.stifel.com 457, 401a and VEBA programs. Fishers, IN 46037 Indiana’s largest independently owned investment banking firm specializing in [email protected] financial consulting and bond underwriting. 22 - IASBO InterCom October 2018 IASBO Business Associate Members

T Umbaugh Van Ausdall & Farrar, Inc. Z Taft Stettinius & Hollister LLP Belvia Gray Andrew Kimbrough Zions First National Bank James D. Shanahan (Jimmy) 8365 Keystone Crossing, Ste 300 6430 East 75th Street Robert Cafarelli 111 East Wacker Drive, Suite 2800 Indianapolis, IN 46240 Indianapolis, IN 46250 111 West Washington, Suite 1860 Chicago, IL 60601 (317) 465-1500 (317) 634-2913 Chicago, IL 60602 (317) 881-4881 [email protected] [email protected] 312-763-4257 [email protected] http://www.umbaugh.com http://www.vanausdall.com [email protected] Financial advisor to local governments. Leading business technology/services pro- http://www.taftlaw.com vider offering Copiers, MPS, IT Services, http://www.zionsbank.com/business/ Legal Services - Bond Counsel and Oper- Software/Workflow solutions and on-site trust-service-bf.jsp ating or Construction Referendum Counsel V managed services. Trustee, Paying Agent, Bond Register & VALIC Investment Services Tandus Centiva Amy Cummings Van Gorp Group Jen Maynard 630 W Carmel Dr., Suite 140 Anthony J. Van Gorp 2527 Shannon Lane Carmel, IN 46032 10971 Four Seasons Place, Ste. 134 Kokomo, IN 46901 (317) 818-5904 Crown Point, IN 46307 (765) 480-3266 [email protected] (630) 592-1301 [email protected] http://www.valic.com [email protected] http://www.tandus-centiva.com Number one provider of retirement http://www.vangorpgroup.com Carpet and luxury vinyl tile manufacturer, programs for K-12 in the U.S. 3M Security Window Film Distributor project/design consultation.

TCU (Teachers Credit Union) Tracy L. McCarty One North Capitol Ave., Suite 101 Indianapolis, IN 46204 (317) 917-2011 ext. 5333 [email protected] http://www.tcunet.com 2019 IASBO Annual Meeting Savings, Checking, Loans, Investment Services, Mortgage Services, Insurance and Financial Empowerment. TRANE May 8-10 • Fort Wayne Brian Pickering 5355 N. Post Rd. Indianapolis, IN 46216 (317) 255-8777 [email protected] Creating and sustaining safe, comfortable, and efficient environments.

TrustINdiana Cindy Burres Barger 200 W. Washington St., Ste 242 Indianapolis, IN 46204-2792 (317) 232-0139 [email protected] http://www.trustindiana.in.gov Local government investment pool

Tyson Onsite LLC Bryan Ferry 2301 South Holt Road Indianapolis, IN 46241 317-388-5888 [email protected]

U U.S. Bank Global Corporate Trust Services Lois Moore 10 W. Market St., Suite 1150 Indianapolis, IN 46204 (317) 264-2503 [email protected] http://www.usbank.com US Bank is a leader in provider of bond trustee and paying agent services for school corporations.

IASBO InterCom October 2018 - 23