MOSIP Marks 25th Anniversary of Serving Missouri School Districts MASA Video Library Continues to Grow A Publication of the Missouri As a MOSIP investor, you also The Missouri Securities Investment that can help make the most of your MASA continues to add quality ● Live online programs are interactive Budget and Developing a Budget at no Association of School Administrators Program (MOSIP) is excited to cash by lining up investments with benefit from a partnership with PFM content to the Video Library that and your questions can be answered additional charge. You may watch these announce that we are approaching a their expected use — at relatively Asset Management LLC (PFMAM), provides professional development ● No time away from the district sessions or parts of the session as many major milestone: our 25th anniversary competitive interest rates. your trusted investment advisor for opportunities for you and your staff. leading to increased efficiency, with times as you wish. of helping public entities to achieve 21 years. PFMAM is an independent The Video Library can now be accessed reduced travel expenses! If you are interested in subscribing, you MOSIP Term Series their investment goals. To celebrate firm and an industry leader dedicated on mobile devices and viewed any place A complete list of programs is may do so on your MASA membership this benchmark, we would like to thank The MOSIP Term Series allows to serving the public sector. Registered at any time. available on the MASA website at form or call 573-638-4825 for more our more than 300 members for your investors to receive a competitive fixed- with the Securities and Exchange POTLIGHT Since July 2016, over 25 new masaonline.org. Each school district information. September 2016 continued support of MOSIP, which is rate of return for a specified timeframe. Commission, PFMAM provides clients professional development videos have will receive a single password that owned 100% by its investors. A minimum $1 million investment is with objective investment advice. been added to our online video library. can be shared with any employee of A sample of videos recently added: S MOSIP is sponsored by the Missouri required, and the investment period If you have any questions please call MASA accepts annual memberships the school district that you believe Setting the Tax Rate Fall Conference: Learning and Networking Together Association of School Administrators ranges from 60 days to 1 year with Maria Lawlor (aka: Altomare) direct at for our Video Library Program. School should be allowed access to the training Homeless & Foster Care Students and other vital organizations. interest paid to investors upon maturity. 314-878-5481 or email lawlorm@pfm. districts are able to access the training programs. Copyright Law The 2016 MSBA Annual Conference Investment options are all permitted MOSIP’s Term Series is rated AAAf1 com or call our Client Services Group materials at anytime, from any location. The MASA Video Library is Mental Health Issues held in cooperation with MASA provides under applicable Missouri state law and by Standard & Poor’s. (CSG) at 1-877-MY-MOSIP. What are the benefits of online available on a fee basis. The cost is FLSA Regulations a unique opportunity for superintendents include: professional development? based upon the size of your district. Bullying and Suicide Certificates of Deposit (CDs) This information is for institutional investor use only, not for and school board members to renew MOSIP Liquid Series further distribution to retail investors, and does not ● Current and up-to-date training Transgender Students represent an offer to sell or a solicitation of an offer to their commitment to providing children The MOSIP Liquid Series is rated Through MOSIP, investors have ● Access to professional development Video Library Yearly Fee: Purchasing Pitfalls access to FDIC-insured CDs from a buy or sell any fund or other security. This material is with a quality education. AAAm by Standard & Poor’s and is intended for informational purposes only and should not at your convenience 0 - 499 students ......................$200/year MHRA Employee Claims The conference is set for September designed to help investors maximize network of banks nationwide. FDIC- be relied upon to make an investment decision, as it was ● Access to experts in school finance 500 - 1,999 students ...............$500/year Construction Law insured CDs offer fixed competitive prepared without regard to any specific objectives or 29 to October 2 at Tan-Tar-A Resort and income potential while maintaining financial circumstances. It should not be construed as an and legal issues 2,000 - 3,999 students ............$800/year Protection of Student Data it is not too late to register. For more safety, liquidity and yield. rates and flexible terms, typically offer to purchase or sell any investment. Any investment ● Access to a wide variety of programs 4,000 - 9,999 students .........$1,200/year Black Lives Matter in the School Setting or strategy referenced may involve significant risks, information or registration, go to www. ranging from 60 days to 1 year. Both ● Select the programs that most impact 10,000 and over ...................$1,500/year Sex in School including but not limited to: risk of loss, illiquidity, msbanet.org. MOSIP Fixed-Term Investments principal and interest are FDIC-insured unavailability within all jurisdictions, and may not be you and your district Issues in Schools in an Election Year suitable for all investors. Investors should consider the The First General Session includes In addition to the Liquid Series, up to the allowable limits. ● Save on program fees, travel All subscribers to the video library Employee Accommodations investment objectives, risks, charges and expenses before keynotist Dr. Karen Mapp. Dr. Mapp is MOSIP offers additional options investing in any of the Missouri Securities Investment expenses, meals and lodging required are also able to view the MASA/ Title-II of the ADA currently the senior lecturer on education Program’s portfolios. This and other information about for out of town programs MoASBO School Finance workshops the Program’s portfolios is available in the Program’s at the Harvard Graduate School of current Information Statement, which should be read on Setting the Tax Rate, Evaluating the carefully before investing. A copy of the Information Education. Her work focuses on ways "Focus On" Workshops In Full Swing Statement may be obtained by calling 1-877-MY-MOSIP to improve family and community or is available on the Program’s website at www.mosip. PD Series Provides Important Insights org. While the MOSIP Liquid Series seeks to maintain a engagement with schools. Her appearance stable net asset value of $1.00 per share and the MOSIP at the Annual Conference is being Dr. Karen Mapp Dr. Norm Ornstein Term portfolio seeks to achieve a net asset value of sponsored by Scholastic with whom she As MASA members know, 360 Degrees of Student Discipline $1.00 per share at the stated maturity, it is possible to focus on the polarization of American be on Friday afternoon at 3:15 p.m. has collaborated to create a collection of our motto is Lead - Develop - Sept. 21: ........................... Jefferson City lose money investing in the Program. An investment in politics. in the Crystal Ballroom at which time the Program is not insured or guaranteed by the Federal comprehensive family-school partnership Support. The Focus On professional Oct. 5: ................................... Blue Springs Deposit Insurance Corporation or any other government The Saturday night banquet will the MASA legislative platform will trainings. development series exists to help Oct. 18: ......................................... Kennett agency. PFM Asset Management LLC is registered with feature a performance by Theo Peoples, be discussed. We will also provide an the Securities and Exchange Commission under the The Second General Session will school leaders better serve their Nov. 2: ....... .................................Branson former lead singer with the Temptations update on assessment and accreditation. Investment Advisers Act of 1940. A copy of our Form include Dr. Norman Ornstein, resident students, districts and communities. ADV, Parts 2A & 2B is available upon request. and the Four Tops. Also Saturday night, The final general session and brunch scholar at the American Enterprise The sessions on new state laws Bullying and Discrimination: we will name the 2017 Superintendent will feature a discussion related to the Institute and long-time observer of that impact schools and safety/ Compliance Mandates Don’t leave your directory of the Year. election year in Missouri. Oct. 12: .....................................Rogersville Congress and politics. Dr. Ornstein will security have concluded, but there The MASA Business Meeting will Oct. 20: .................................Jefferson City picture blank are still great sessions on a variety Oct. 26: ................................... Poplar Bluff MASA is once again publishing a of legal and compliance issues Nov. 3: ................................................ Troy Central Office Administrators Conference Set for Nov. 6-8 including student discipline, bullying pictorial membership directory to be distributed to all members in December. The MASA Annual Fall Central and discrimination, the Fair Labor The Fair Labor Standards Act speaker is Dr. Pam Salazar who will Office Administrators (COA) Standards Act and superintendent