Alasbo Brochure

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AlaskaALASBO’S Association MISSION: of To promote the highest standards in School Business practices ALASBO 206 School Business Officials

Forty-Sixth Annual Conference

“We’re All In This Together ” December 1-5, 2018

Alaska Association of School Business Officials Forty-Sixth Annual Conference TABLE OF CONTENTS

NAME: PHONE #:

Welcome from ALASBO’s President ...... 1 Mission-Vision-Values ...... 2

Strategic Plan...... 3

Conference Information ...... 5

2018 Board of Directors ...... 6

2018 Committees ...... 7

New Business Management Institute ...... 8

ALASBO and ASBO International ...... 9

Thank You to our Sponsors ...... 10

Schedule at A Glance ...... 25

Saturday and Sunday Pre-Conference Schedule ...... 27

Monday Conference Agenda ...... 31

Tuesday Conference Agenda ...... 37

Wednesday Conference Agenda ...... 45

Minutes of Annual Membership Meeting ...... 49

ALASBO ‒ Year‒By‒Year ...... 51

ALASBO – Significant Events ...... 53

McClain J. “Mack” Easton Memorial Scholarship ...... 56

Richard M. Swarner: Shaping the Future Leadership Grant ...... 56

Lowell Thomas Freeman Professional Development Grant ...... 57

School Business Official of the Year Award ...... 58

Hotel Captain Cook Map ...... 59

Page 5 ALASBO 2018 P a g e 1 Welcome to ALASBO’s 46th Annual Conference!! “We’re All In This Together” December 1 - 5, 2018

Welcome to the Forty-Sixth Annual ALASBO Conference!!

I would like to welcome each and every one of you to our annual conference. I am very happy that you could attend. Our conference is filled with pre-conference sessions, keynotes, roundtables, sectionals, a trade show, technology showcase and discussion groups that you will find helpful in your job immediately. As always, do not miss the opportunities for networking with your colleagues during our breakfasts, lunch- eons, and evening events. These include our popular evening receptions hosted by long-time supporters of our conference, BDO and Altman, Rogers & Co., as well as our banquet, ugly sweater contest and casino/karaoke night on Tuesday evening.

I want to say a special thank you to Carl Horn and Amy Lujan for the many hours that they put in preparing for the conference. I would also like to offer a big thanks to everyone who attended Summer Leadership in Nenana/Fairbanks, where the planning for this event began. Please fill out the evaluation after the conference, which guides the planning of the next conference. Also, please consider attending Summer Leader- ship in July to be part of the planning for the 2019 conference!

This year, we are introducing an exciting new training program, the New Business Manager Institute on Saturday, December 1st! We have also added a Technology Showcase on Tuesday, following our one-day full trade show on Monday. We hope these additions to our conference will enhance the opportunities you enjoy at our event.

Please take the time on Monday and during Tuesday’s showcase to visit with your current vendors or meet new ones. Some vendors will also be with us during meals and social events. The support of our vendors is what makes this conference possible. Thanks to all our vendors for your continued support of ALASBO!

I am excited about our keynote addresses each morning during the conference. As is traditional, we have the riveting John Sedor, Esquire, speaking on legal topics on Monday. On Tuesday we will hear from Josh Peach, founder of BeAuSm and Dude Solutions Evangelist, with a message about effective teamwork and getting your job done while living fully at the same time. Finally, Wednesday’s General Session will feature Nick Hanson, “The Eskimo Ninja” featured on American Ninja Warrior, who will share his unique Alaskan Story.

Finally, a big heartfelt thank you to the ALASBO Board and all the ALASBO members for your dedication and hard work! As you look through this program and see the many choices of professional learning opportunities, please remember that, We’re All In This Together!

Best Regards, Cassee Olin Cassee Olin President of ALASBO

Page 5 ALASBO 2018 P a g e 2 Alaska Association of School Business Officials (ALASBO)

Mission To promote the highest standards in school business practices.

Vision Educating stakeholders in the effective use of resources for the benefit of Alaska's children.

Values  Ethical standards  Sharing knowledge and expertise  Advancing the interests of all members  Accurate, objective, consistent information  Collegiality  Efficiency  Collaboration

—Adopted October, 2009

Page 5 ALASBO 2018 P a g e 3 Alaska Association of School Business Officials Strategic Plan

Theme 1 - Professional Development

1) Membership Survey and Evaluations a. The Professional Development committee will review the conference evaluation forms to ensure they\ accurately and effectively ask participants about what they need to become better, more efficient employees. b. The Professional Development committee will achieve 75% participation in annual conference evaluations by utilizing effective participation incentives. c. The Professional Development committee will utilize data from evaluations to propose and determine professional development needs for both ongoing training and future conferences.

2) Power Lunches a. ALASBO will provide no less than nine power lunches annually, directly based on the input received from membership surveys and evaluation.

3) School Business Academy a. Continue offering the academy at capacity of 15 per year.

4) Mentorships a. ALASBO will develop a job description for mentors by December 31, 2015. b. ALASBO will assign a mentor to each new ALASBO member within one month of membership. c. Mentors will engage with mentees monthly based on ALASBO’s calendar of training and the school business calendar. d. Mentors will report to a Mentor Facilitator quarterly on mentor/mentee meetings, so that information about mentorship activity can be recorded.

5) Annual Conference a. Increase annual conference participation by 25% within the next five years. b. Investigate awarding CEU credit for annual conference sessions. b. Increase marketing of conference to partnering associations.

6) Support for Professional Development a. Continue to solicit vendor support so members can attend conferences. (Goal is enough financial support for at least one member annually to attend ASBO International and ALASBO Summer Leadership.) b. Continue to financially support attendance of ALASBO officers at ASBO International and ASBO Leadership. c. Encourage member attendance at ASBO International conference by providing regular updates on ASBO activities and providing ALASBO member activities for those attending the ASBO conference. d. Provide at least one study group series annually to support members preparing to take the ASBO SFO certification exam. e. Provide regular information through the website, email and newsletter to encourage members to take the ASBO SFO certification exam. f. Provide regular information through the website, email and newsletter about training that may be relevant to members.

Theme 2 - ALASBO will be THE Resource for School Business Best Practices 1) Legislative Engagement a. Legislative Committee members will visit at least 80% of legislators (or appropriate staff) annually, primarily during the Legislative Fly-In.

2) ALASBO Improvement Model (AIM) Development a. ALASBO will develop resources to support at least one new AIM module per year. b. For each AIM module developed to include supporting resources, ALASBO will identify and develop a peer- review team to be available for district level reviews. c. Peer reviews will occur at a rate of no less than two and up to five annually.

Page 5 ALASBO 2018 P a g e 4 Alaska Association of School Business Officials Strategic Plan

3) Data Review Protocol ALASBO will create a data review protocol to respond to data gathering requests from legislators or other entities within 2-5 years. This will include identifying a team of subject matter experts and developing a response plan for timely review of data requests.

4) ACSA Joint Position Statements ALASBO will participate annually in the development, data analysis and approval process for ACSA Joint Position Statements.

Theme 3 - Sustainability

1) Partnerships a. Executive Director will communicate to membership annually on key partnerships and their benefit to ALASBO. b. ALASBO will work with ACSA, AASB, ASBO and other relevant entities to share resources. For example, this could include increasing presence during legislative session, sharing resources on newsletters, co- devel- oping reports, being active on partnering entity Boards of Directors, increasing ALASBO participation on Ed Connector, continued promotion and participation in ASBO conferences.

2) Sources of Revenue a. Identify no less than five new districts to market pcard program to annually. b. Increase ALASBO corporate sponsorships by performing the following: i. no later than December of 2015, identify base-line data of revenue from current sponsorships ii. no later than February 15 annually, outline annual targets for number of sponsors and sponsor revenue for the following year iii. research and solicit sponsorships according to targets.

3) Membership a. Increase ALASBO membership by performing the following: i. no later January of each year, identify base-line data of membership data including: position title, time in career, district information, proposed tenure/retirement date and any other data that may prove useful to future planning for ALASBO ii. no later than February of each year, outline membership targets for the following year iii. research and solicit potential members according to targets.

4) Membership Development a. ALASBO will establish a “New Member Committee” to perform the following each year: i. identify an ALASBO member who has been in his/her career area for 1-3 years ii. solicit interest in ALASBO Board or Committees and nominate to Board or committees accordingly.

Approved by ALASBO Board of Directors—October, 2015

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46th Annual Conference “We’re All in This Together”

CONFERENCE INFORMATION

VENDOR EXHIBITS Thirty-two suppliers of school related materials and services will be featured in the Mid and Aft Deck rooms on Monday ONLY. Take the opportunities available within the schedule to visit all the vendors. A list and floor plan is provided in your conference folder. Please thank the participating vendors for supporting ALASBO!

TECHNOLOGY SHOWCASE NEW THIS YEAR: Six vendors will remain in the Mid and Aft Deck on Tuesday. They will provide an opportunity for participants to have a more detailed product demonstration, from 10:45 – 2:30 PM.

MEAL TICKETS An accounting of the number of meals served is necessary for reconciling ALASBO’s bill with the hotel, so please present a ticket for each meal. Extra meal tickets may be purchased at the conference registration desk. Lunch: $30; Tuesday night Banquet: $80. Banquet ticket includes casino and karaoke night!

NOMINATIONS—GREEN A nomination form is included in the conference packet. The Nominating Committee would ap- preciate your help in selecting future ALASBO leaders.

LOWELL T. FREEMAN PROFESSIONAL DEVELOPMENT GRANT—BLUE A Professional Development Grant Application for $2,000 to attend the ASBO International An- nual Conference, October 25-28, 2019, in National Harbor, Maryland, is included in the conference packet. Note that on several occasions only one application has been received for this grant.

JOINT POSITION STATEMENTS—YELLOW The Alaska Council of School Administrators (ACSA) Proposed Joint Position Statements for the upcoming legislative session are included in the packet. ALASBO membership will be considering adoption of these position statements at the Annual Meeting on Wednesday.

EVALUATION Conference evaluations are done online! The link below will also be sent to you via email after the conference. Please take a few minutes to complete the survey so we can continue to improve our programs!

ALASBO conference survey: www.surveymonkey.com/r/ALASBO2018

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 2018 BOARD OF DIRECTORS : President: President Elect: Cassee Olin, Business Manager Carl Horn, Director of Finance Sitka School District Nenana City School District 300 Kostrometinoff Street PO Box 10 Sitka, AK 99835 Nenana, AK 99760 Ph: 907-966-1254 Ph: 907-832-5400 Email: [email protected] Email: [email protected]

Secretary: Past President: (Ex-Officio) Karen Quitslund, Business Manager Holly Holman, Honorary Member Petersburg City School 10710 N. Dallas Circle PO Box 289 Palmer, AK 99645 Petersburg, AK 99833 Ph. 907-359-2662 Ph: 877-526-7656 x102 Email: [email protected] Email: [email protected]

Treasurer: (Ex-Officio) Executive Director: (Staff) Kim Johnson, Business Manager Amy Lujan, Executive Director Delta/Greely School District 3145 Pioneer Avenue PO Box 527 Juneau, AK 99801 Delta Junction, AK 99737 Ph: 907-723-7415 Ph: 907-895-4657 x25 Email: [email protected] Email: [email protected]

DIRECTORS (Two Year Term)

Seat A December 2018 Seat D December 2019 Ashley Bjornson, Director of Finance Andy Ratliff, Sr. Director Mat-Su Borough School District Office of Management and Budget 501 N Gulkana Street Anchorage School District Palmer, AK 99645 5530 E. Northern Lights Blvd. Ph: 907-746-9260 Anchorage, AK 99504 Email: [email protected] Ph: 907-742-4330 Email: [email protected]

Seat B December 2018 Seat E December 2019 Lila Krosschell, Coordinator of Financial Services Kristy Andrew, Director of Budget and Finance North Slope Borough School District Cordova School District PO Box 169 PO Box 1330 Barrow, AK 99723 Cordova, AK 99574 Ph: 907-852-9669 Ph: 907-424-3265 Email: [email protected] Email: [email protected]

Seat C December 2018 Seat F December 2019 Meridith Boman, School Finance Specialist Vacant AK Department of Education & Early Development PO Box 110500 Juneau, AK 99811-0500 Ph: 907-465-8697 Ryan Ayars of Southwest Regional School District Email: [email protected] resigned from Seat F in August 2018.

A complete listing of past Board members is available at www.alasbo.org, on the “About-Board of Directors” page

Page 5 ALASBO 2018 P a g e 7 ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS COMMITTEES ~ 2018

Members Name School District

Audit Committee - reviews and approves financial statements prepared by a CPA firm for ALASBO

Karen Quitslund, Chair Petersburg City School District

By-laws Committee - reviews and modifies the ALASBO By-laws as appropriate, in accordance with By-laws Article IX

Ashley Bjornson, Chair Mat-Su Borough School District

Services Committee - Oversees publication of the quarterly newsletter, the ALASBO website and slideshow, and works with the historian

Yodean Armour, Chair and Historian Klawock City School District

Professional Development Committee - Develops training opportunities for ALASBO membership

Holly Holman, Chair Honorary Member

Awards Committee - Selects recipients of ALASBO-administered grants and scholarships

Liz Hayes, Chair Kenai Peninsula Borough School District

Legislative Committee - Coordinates legislative activities

Dave Jones, Chair Kenai Peninsula Borough School District

Nominations Committee – To be appointed by the President— recommends a slate of officers to the membership for a vote at the annual meeting

Holly Holman Honorary Member

Sponsorship Committee – Establishes fundraising criteria and implementation plan

Amy Lujan, Chair ALASBO

Page 5 ALASBO 2018 P a g e 8 ALASBO Launches New Business Management Institute

ALASBO is pleased to introduce a NEW opportunity for those new to school business (< 3 years) and those aspiring to become business managers (within 1-3 years) in Alaska. Oregon ASBO has successfully used this program for nine years; the New Business Manager Institute (NBMI) is a two-to-three-year program designed to deliver a comprehensive curriculum through a series of in-person and teleconference sessions, instructed by experienced school business practitioners. Applications were received from fourteen ALASBO members. The ALASBO NBMI Year 1 program launched on Saturday, December 1, 2018!

Thank you to the NBMI Work Group members: Amy Lujan, Colleen Fitzgerald, David Means, Dennis Niedermeyer, Holly Holman, Jenny Martens, Melody Douglas, and Robin Mullins, who are reviewing the seven modules included in the NBMI curriculum. Review of the first two NBMI modules to be delivered in year 1 of the program has been completed: Managing Yourself and Managing School Finance. The Work Group will continue reviewing the remaining five modules in the months ahead.

The following ALASBO members have agreed to serve as mentors to the NBMI program: Robbie McManus, Mark Vink, Yodean Armour, Laura Hylton, Tammy White, Karen Goodwin, Patti Carlson, Cassee Olin, and Karen Quitslund. Thank you! ALASBO needs more mentors, for NBMI and other members; please volunteer to serve your association. Contact Melody Douglas at [email protected] if you are interested in mentoring your colleagues. Mentoring takes only a few hours per month but can be one of the most rewarding activities you’ll engage in as an experienced professional.

ALASBO is able to bring NBMI to its members because of the generous support of Oregon ASBO. Angie Peterman, Executive Director and Vicki Robinson, NBMI Program Manager are at the conference to assist with the December 1, 2018 activities. This support is evidence of collaboration between ASBO affiliates and is greatly valued! Please thank these women for their efforts on behalf of ALASBO members when you meet them. 

Page 5 ALASBO 2018 P a g e 9 ALASBO INVOLVED IN ASBO INTERNATIONAL

Certificates of Excellence in Financial Reporting – FY17 Anchorage School District — 25 years or more Fairbanks North Star Borough School District — 25 years or more Kenai Peninsula Borough School District — 25 years or more Matanuska-Susitna Borough School District

Meritorious Budget Award – FY18 Juneau School District Kenai Peninsula Borough School District — 15 years or more Matanuska-Susitna Borough School District

ALASBO Members Who Have Earned School Finance and Operations (SFO) Certification Kristy Andrew, Cordova School District Melody E. Douglas, Honorary Member Luke Fulp, Matanuska-Susitna Borough School District Laura Hylton, Lake & Peninsula Borough School District Andrew Leavitt, Lower Yukon School District Amy Lujan, ALASBO Executive Director Robin Mullins, Honorary Member Cassee Olin, Sitka School District Laurie Olson, Honorary Member Lisa Pearce, Consultant Karen Quitslund, Petersburg School District

Distinguished Professional Eagle Award – 2008 Melody E. Douglas, Kenai Peninsula Borough School District

Pinnacle of Achievement Award – 2006 Lucienne Smith, North Slope Borough School District

Outstanding Service to the Profession Eagle Award – 2003 Dave Jones, Kodiak Island Borough School District

ALASBO Members serving on ASBO International Committees Melody E. Douglas Past President Amy Lujan Affiliate Executive Directors Group

Annual Meeting Planning Committee Members Melody E. Douglas Amber Carney Judy Hankla Heather Heineken Karla Stephens

Page 5 ALASBO 2018 P a g e 10 Thank You to our Sponsors!

The Alaska Association of School Business Officials is a professional association with a mission to promote the highest standards in school business practices. Our sponsor organizations have been instrumental in helping ALASBO fulfill its mission by providing professional and financial support. Please reference the descriptions of products and services in your conference folder for more information about these organizations and thank them for their support! Title Sponsor GCI Education Annual Conference Sponsors Altman, Rogers & Co. American Fidelity AMLJIA APEI BDO USA, LLP Black Mountain Software, Inc. Dude Solutions First National Bank Alaska First Student Horace Mann Hub International Event Sponsors Monday’s Breakfast - APEI Monday’s Luncheon – Hub International Monday Coffee/Snacks - Exerplay Monday’s Reception - Altman, Rogers & Co. Tuesday’s Breakfast - Horace Mann Tuesday’s Luncheon – GCI Education Tuesday’s Coffee/Snacks - APEI Tuesday’s Reception - BDO USA, LLP Wednesday’s Breakfast – Wells Fargo Wednesday’s Luncheon - First National Bank Alaska

Page 5 ALASBO 2018 P a g e 11 Keynote Speaker Sponsor - Dude Solutions Banquet Co-Sponsor - First Student - GCI Education Casino/Karaoke Co-Sponsors - Black Mountain Software, Inc. - Hale & Associates Conference Logowear - AMLJIA - Dude Solutions

Grants and Scholarships Lowell Thomas Freeman Grant

– CORE, Inc.

SFO Certification Support

- Douglas Enterprises

School Business Official Of The Year

- PenAir

Summer Leadership – July 2018

- American Fidelity

- Dude Solutions

- GCI Education

- KEV Group

- Tyler Technologies

ASBO International – September 2018

- American Fidelity

Page 5 ALASBO 2018 P a g e 12 In-Kind Support

 Alaska Airlines – discount on travel to annual conference and summer leadership

 Alaska Council of School Administrators – RegOnline and Cvent processing

 American Fidelity – conference badge holders and tote bags

 Anchorage Convention and Visitors Bureau – registration assistance and welcome material

 Anchorage School District – copying and use of digital projectors

 Fairbanks North Star Borough School District – copying of annual conference program book

 GCI Education – conference internet support

 Hotel Captain Cook – item for door prize

 Nenana School District – summer leadership support

 Office Depot – items for door prize; discount on supplies

 Reliant Transportation – buses for student performance groups

 The Chariot Group – use of digital projectors

Many exhibitors provide door prizes too. We are also appreciative of the vendors that have provided sponsorship in the form of conference program advertising. Please take a few minutes to review the ad pages!

NO ONE ALONE CAN MATCH THE EFFORTS OF A COOPERATIVE TEAM

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“Each one of us can make a difference. Together we can make change.” Barbara Mikulski

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Page 5 ALASBO 2018 P a g e 25 PRECONFERENCE WORKSHOPS — Saturday and Sunday, December 1-2, 2018 Conference Agenda, December 3 – 5, 2018 – Hotel Captain Cook SCHEDULE AT A GLANCE

Monday, December 3rd Tuesday, December 4th Wednesday, December 5th 7:30 – 5:00 Registration 7:30 – 5:00 Registration 7:30 – 12:00 Registration Outside Fore Deck 7:30 – 8:30 Light Breakfast 7:30 – 8:30 Light Breakfast Fore Deck Fore Deck 7:30 Exhibit Hall Opens Mid/Aft Deck 8:30 – 9:00 Music 8:30 – 9:00 Music Fore Deck Welcoming Session Fore Deck Welcoming Session

7:30 – 8:30 Light Breakfast 9:00 – 10:30 General Session Keynote: Mid/Aft Deck Fore Deck  Josh Peach 9:00 – 10:00 General Session: 8:00 – 8:20 New Attendee Welcome  Nick Hanson, Fore Deck 10:45 – 11:30 Technology Showcase Opens Eskimo Ninja Committee Meetings 8:30 – 9:00 Welcoming Session 10:15 – 11:00 Sectionals: Fore Deck  Music 11:45 – 12:30 Sectionals  Budget Communication  Cassee Olin, President  ALICE  Empl Communication  Amy Lujan, Executive  Capital Projects Admin  Excel-Intermed Tips Director  Credit Card Best Practices  GASB Update 9:00 – 10:00 General Session:  Food Svc Best Practices  Legislature/Policy 101 Fore Deck  Generational Benefits  Q&A with Eskimo Ninja  John Sedor, Esquire  Keynote Q&A  Verbal Judo Technology Showcase 10:00 – 10:15 Break  11:15 – 12:00 Sectionals: 10:15 – 11:00 Vendor Introductions 12:30 – 1:30 Luncheon  Excel-Intermed Tips  Chuck Peterson, 11:00 – 11:30 Ice Breaker ASBO International  Financial Info to Board

 Fixed Assets 11:30 – 12:15 Exhibit Hall Visits 1:45 – 2:30 Sectionals:  Payment Fraud  Chart of Accounts  Std Op Procedures 12:15 – 1:00 Luncheon & Slide Show  DOL Compliance  Time & Stress Mgmt Fore Deck  ESSA Financial Update  Uniform Guidance  High Deduct Health Plan 1:00 – 2:00 Exhibit Hall Visits  Internal Controls 12:15 – 1:45 Luncheon and Annual  Keynote Q&A Fore Deck Meeting 2:00 – 4:00 Round Tables:  Technology Showcase  Membership Business  1099s/W2s  Activity Audit 2:45  Election of Officers Exhibitors Meeting  ALASBO/ASBO  School Business Official of the Year Award Resources 2:45 – 3:30 Discussion Groups:  Audit Prep  ASBO Reporting Recognition  Drawings and Door Prizes  Chart of Accts Update  Cash in Schools

 Community Use of  DEED Q&A 2:00 – 3:00 District Wrap Up— a chance Facilities  E-Reporting & PR Issues for staff from like-sized  Cybersecurity  Ed Quality Under ESSA districts to meet  E-Rate  Impact Aid  P-Card Management  Ed Research (CAEPR & 3:15 – 5:00 ALASBO Board Meeting ISER) Resolution  FSAs, HSAs, HRAs 3:45 – 4:30 Sectionals:  GASB Update  Audit Prep

 Health Cost Savings  Binding Arbitration Biz Mgr/Supt Communication  Internal Controls   Legislative Update  Foundation 101  Prescription Drug  Google Tools  Health Care Trends Coverage  Service Contracts  School Security  Teacher Cert Updates

5:00 – 7:00 Reception – BDO USA, LLP Quarter Deck 4:15 – 5:00 Exhibit Hall Visits

5:00 Exhibitors Meeting

5:00 – 8:00 Reception— Altman, Quarter Deck Rogers & Co. 7:00 – 11:00 Banquet, Ugly Sweater Contest, Fore Deck Casino and Karaoke Night Mid/Aft Deck

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS PRE-CONFERENCE AGENDA Saturday, December 1, 2018 Registration opens at 8:45 a.m., in the lower level lobby of the Hotel Captain Cook

9:00 – 5:00 New Business Manager Institute Quadrant Launch of ALASBO’s new 2-3 year training program.

9:00 – 5:00 Educator Equity Lab Endeavor A session for districts’ human resource managers to Ensure Excellent Educators for all students. Coordinated by the Alaska Department of Education & Early Development.

Sunday, December 2, 2018

Registration opens at 8:30 a.m., in the lower level lobby of the Hotel Captain Cook Coffee, tea, and baked goods available!

9:00 – 5:00 School Business Academy Endeavor Presenters: Melody Douglas, SFO, Consultant and Honorary Member; Elwin Blackwell, School Finance Manager and Mindy Lobaugh, School Finance Specialist II, Alaska Department of Education & Early Development; Tammy White, Consultant and Honorary Member; Dennis Niedermeyer, Consultant and Honorary Member Targeted training for new school business managers (<3 years on the job), new Alaska superintendents and other school business officials interested in this training. In- depth topics: AK School Business Annual Timeline; State Foundation Funding Program; State Chart of Accounts; Budget Projections and Resources/Contacts.

9:00 – 12:00 Basic Payroll for School Districts Resolution Presenter: Jimmy Love, Accountant, Kenai Peninsula Borough School District A basic overview of what is required to process payroll from beginning to end, with plenty of time for Q&A.

9:00 – 12:00 Developing Your District’s Budget Quadrant Presenters: Andy Ratliff, Senior Director, Office of Management & Budget, Anchorage School District and David Means, Honorary Member This session will provide school business officials with suggestions for preparing the district budget. Each budget development stage will be reviewed, from initial planning to communicating the final budget.

9:00 – 12:00 Human Resources and Employee Management for School Districts Adventure Presenter: Katherine (Katie) Gardner, Executive Director of Human Resources, Mat-Su Borough School District In this session, we will discuss various topics in the area of school district human resources to include: performance management, record keeping and retention, hiring dos and don’ts and addressing employee complaints. Learn beyond the basics and get your specific questions answered.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS PRE - CONFERENCE AGENDA Sunday, December 2, 2018 12:00 – 1:00 Lunch Break Light lunch provided for all presenters and full-day (morning and afternoon) participants.

1:00 – 4:30 What’s Next for American Health Care Reform Legislation Quadrant Presenter: Scott Florsheim, Alaska State Manager, American Fidelity We will review recent legislative and regulatory developments and provide insight into possible change

1:00 – 4:30 P-Card/Spend Dynamics Resolution Presenters: Holly Wallace, Senior Programs Coordinator, Illinois ASBO and Mark Bockelmann, Senior Relationship Manager, BMO Harris Bank This session provides training on Spend Dynamics, the online p-Card management program, as well as a discussion of p-Card best practices. If you are a part of the ALASBO p-Card program or are considering joining and want to see how the online management system works, come to this valuable pre-conference session. Bring all your questions to this in-depth session. There will also be other sessions during the regular conference for potential new users.

1:00 – 4:30 Talent Management Endeavor Presenters: Sondra Meredith, Administrator and Cecilia Miller, Education Specialist, Teacher Education & Certification, Alaska Department of Education & Early Development Interested in improving your district's talent management skills (recruiting, hiring, staffing, evaluation, development and retention)? Join other districts to share best practices and successful strategies in these areas. DEED will share statewide equity data and district equity profiles. Come learn about the latest resources from national organizations. This session will provide support to districts with challenges in equitable access to excellent educators. All districts are welcome to join.

1:00 – 4:30 Verbal Judo Easter Island Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insurance Association (AMLJIA) The principles and tactics taught enable users to use “presence and words” to calm difficult people who may be under severe emotional stress or dangerous influences, redirect the behavior of hostile people, diffuse potentially dangerous situations, perform professionally under all conditions and achieve the desired outcome. This session will include the Part 1 and 2 materials presented in sectionals in previous years.

“INDIVIDUALLY, WE ARE ONE DROP. TOGETHER WE ARE AN OCEAN.”

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Monday, December 3, 2018 7:30 – 5:00 Registration Outside Fore Deck

7:30 Exhibit Hall Opens Mid/Aft Deck

7:30 – 8:30 Light Breakfast Mid/Aft Deck

8:00 – 8:20 New Attendee Welcome Fore Deck First-time conference attendees are invited to learn more about ALASBO and how to get the most out of the annual conference!

8:30 – 9:00 Welcoming Session Fore Deck

Music Performed by: Bartlett High Bear-a-Tones, Katy Green, Director

Welcoming Address Cassee Olin, President of ALASBO

Conference Introductions Amy Lujan, Executive Director of ALASBO

9:00 – 10:00 General Session: Fore Deck When the Joker’s Wild! Protecting Gotham’s School House Gates from the Arkham Asylum Gang Presenters: John M. Sedor, Esquire and Clint M. Campion, Attorneys, Sedor, Wend- landt, Evans & Filippi Challenges don’t just arise from within our schools and districts. It seems, increas- ingly, that we need our proverbial school house gates to keep evil forces out as much as we need them to keep students in. Join our Dynamic Duo, John Sedor and Clint Campion, to see what caped crusaders can do to increase the safety of Gotham. (This session is generously sponsored, in part, by Wayne Enterprises).

10:00 – 10:15 Break

10:15 – 11:00 Vendor Introductions

11:00 – 11:30 Ice Breaker

11:30 – 12:15 Exhibit Hall Visits Mid/Aft Deck

12:15 – 1:00 Luncheon & Slide Show Fore Deck Slide Show Presenter: Yodean Armour, Klawock School District

1:00 – 2:00 Exhibit Hall Visits Mid/Aft Deck

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Monday, December 3, 2018 2:00 – 4:00 Round Tables: The Roundtable format is where participants learn about six (6) Fore Deck different topics by moving between tables every 20 minutes.

1099s/W2s Presenter: Sarah Jahn, Director of Administrative Services, Juneau School District This roundtable will discuss any updates or changes for 1099s and W2s.

Activity Audit Presenter: Dava Watson, Activity Funds Management Consultant, KEV Group School districts are responsible for the safekeeping of millions of dollars generated through student raised activity funds. For this reason, they are extensively monitored both formally by auditors and informally by the general public. The financial goal for most districts and schools is to obtain a "clean" audit. A checklist will help ensure schools are ready for audit and how to always achieve accurate results.

ALASBO/ASBO Resources Presenters: Chuck Peterson, ASBO International President and Amy Lujan, ALASBO Executive Director Resources you can access through your ASBO and ALASBO membership will be discussed. Don't re-invent the wheel; draw on the expertise of your school business colleagues!

Audit Prep Presenter: Joe Bergene, CPA, Partner, Altman Rogers & Company Discussion on preparing for annual financial statement and single audits in the electronic environment.

Chart of Accounts Update Presenter: Tammy White, Consultant and Honorary Member The Alaska Department of Education & Early Development Uniform Chart of Accounts and Account Code Descriptions for Public School Districts was updated in 2018. This session will be a brief discussion of changes and implementation of the new chart of accounts.

Community Use of School Facilities and Liability Presenter: Josh Peach, Corporate Evangelist, Dude Solutions How are policies determined for use or rental of school facilities and what kind of information should be included in a policy? This session will help shed some light on creating or revising a community use policy to include the liability responsibility of organizations, rental rates and limitations for those using a facility.

Cybersecurity: Keeping Your School District Safe Presenter: Julie McBrien, Data Analyst, Alaska Public Entity Insurance Cybersecurity continues to be a hot topic throughout the world. Join us in this session to discuss how to protect your school district before, during, and after a cyber breach occurs.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Monday, December 3, 2018 2:00 – 4:00 Round Tables (continued) Fore Deck

E-Rate Support and Your District Presenter: Valerie Oliver, Alaska USF/E-Rate Coordinator for Schools and Libraries, Alaska Department of Education & Early Development The presenter will share her expertise and answer questions regarding E-Rate funding issues, recent developments, deadlines and application strategies.

Education Research at CAEPR and ISER) Presenters: Dayna DeFeo, CAEPR Director, Diane Hirshberg, Professor of Education Policy and Trang Tran, Research Associate, Center for Alaska Education Policy Research at ISER, UAA Overview of current research at the Center for Alaska Education Policy Research (CAEPR) at the Institute of Social and Economic Research (ISER) in its three focus areas: college and career readiness; teacher turnover, supply, and demand; and Indigenous and Arctic education.

FSAs, HSAs, HRAs Presenter: Tracy Fannin, Alaska State Manager, American Fidelity Provides a high-level overview of what FSAs HSAs and HRAs are, how they work, who is eligible, and how to use them. A comparison of these tools and how to best implement in your district.

GASB Update Presenter: Sam Thompson, Audit Senior Manager, BDO USA LLP The Governmental Accounting Standards Board (GASB) has issued several accounting statements recently that will significantly affect school district accounting and financial reporting. This session will discuss each new statement, the impact, and how best to prepare for implementation and adoption.

Health Cost Savings by Steering to Quality Providers Presenter: Sarah Brown, Account Executive, BridgeHealth Administrators seeking cost-saving solutions for health benefits should consider steering members to high quality providers via bundled surgical services. This provides savings versus typical PPO rates, and helps plan sponsors avoid potential additional costs due to complications.

Internal Controls Presenters: Bikky Shrestha, Audit Partner and Alex Beckman, Audit Director, BDO USA LLP Internal controls are the mechanisms, rules and procedures implemented by a district to ensure the integrity of financial and accounting information, promote accountability and prevent fraud. Internal controls can help improve operational efficiency by improving the accuracy and timeliness of financial reporting. In this presentation we will discuss best practices and helpful tips for building a strong internal control structure in your district.

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Monday, December 3, 2018 2:00 – 4:00 Round Tables (continued) Fore Deck

Legislative Update Presenter: Lisa Skiles Parady, J.D., Ed.D. and Executive Director, Alaska Council of School Administrators Roundtable will focus on the upcoming legislative session, along with review of the draft Joint Position Statements.

Prescription Drug Coverage Presenters: Johnna Golden, Brad Olson, Nadja Hipszer, Premera Blue Cross Blue Shield of Alaska Prescription drug costs are ever increasing at unprecedented rates. What trends are emerging, where is this headed and what can health plans and members do to miti- gate these costs?

Purchased Services; Contracts and Risk Management Presenter: Emily Proper, Purchasing Agent, Fairbanks North Star Borough School District Purchasing of services can be a valuable tool to meet the needs of your District. Dis- cuss the risks of purchasing without an agreement, and the benefits of preparing a comprehensive scope of work and contract terms. Share documents, and strategies for the successful procurement of services such as: Professional services (legal, medical, counseling, therapy, staffing, security), and Personal services (performers, presenters, PD trainers, on-site repair, athletic officials, etc.).

Teacher Certification Updates Presenter: Sondra Meredith, Administrator, Department of Education & Early Develop- ment Confused about requirements for teacher, administrator, or special service provider certification, renewal and reinstatement? Want to know more about the Limited Type M certification for Career and Technical Education, Alaska Native Languages, and mili- tary science? How about the new World Languages Limited Certificate? Mandatory Training Requirements? Stop by the Teacher Certification Round Table to have your questions answered.

4:15 – 5:00 Exhibit Hall Visits

5:00 Exhibitors Meeting Mid/Aft Deck

5:00 – 8:00 Reception Sponsored by: Altman, Rogers & Co. Quarter Deck

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018 7:30 – 5:00 Registration Outside Fore Deck

7:30 – 8:30 Light Breakfast Fore Deck

8:30 – 9:00 Morning Music Fore Deck Performed by: South High School Choir, Rebecca Nelson, Director

Welcoming Session Cassee Olin, President of ALASBO

9:00 – 10:30 General Session Keynote Address: Fore Deck Are You Taking on the World or Taking Up Space? Presenter: Josh Peach, Dude Solutions Join presenter Josh Peach as he walks through his own personal journey of frustra- tion, denial, acceptance and ultimately action. Hear how Josh shifted from being an underperformer filled with negativity and excuses to not only an achiever but also a mentor to others. Josh shares his own life changing “ah-ha” moment that took him through a powerful mindset and attitude transformation, all from one simple question asked to him by his own mentor: “Are you going to take on the world or just take up space?”

10:45 Technology Showcase Opens Mid/Aft Deck

10:45 – 11:30 Committee Meetings Get involved with your association through ALASBO committees. Qualify to win special prizes in our committee member-only drawing!

11:45 – 12:30 Sectionals:

Voyager ALICE: Options for Dealing with a Violent Intruder Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insur- ance Association (AMLJIA) The threat of a violent intruder or active shooter is rare, but very real. ALICE’s aim is to eradicate the mentality of “it can’t happen to me” and empower the individual to make their own life-saving decisions, training them in proactive options instead of a passive, one-size-fits-all response. ALICE training option based tactics have become the accepted response, versus the traditional “lockdown only” approach.

Whitby Capital Project Administration Presenter: Lori Weed, School Finance Specialist II, Alaska Department of Education & Early Development Key elements for success in managing school capital projects will be discussed: project eligibility, accounting structures, payment submittals, and more. This session provides an overview for business managers and other district leaders.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018

11:45 – 12:30 Sectionals (continued)

Endeavor Credit Cards Best Practices Presenters: Holly Wallace, Senior Programs Coordinator, Illinois ASBO and Mark Bockelmann, Senior Relationship Manager, BMO Harris Bank If you use p-Cards or any credit cards in your district, this session will be helpful to you. Learn how to protect against fraud, manage your cards and prepare for audits.

Resolution Food Service Best Practices Presenter: Amy Rouse, Director, FNSBSD Nutrition Services An introduction to Food Service including hot topics from the National School Lunch Program. Discussion will include smart snacks, wellness programs and an overview of the different programs available.

Quadrant Generational Benefits Presenter: Scott Florsheim, Northwest Region Special Projects Manager, American Fidelity Discuss how the different generations make decisions about and prefer to enroll in benefits. Benefits play a key role in recruiting and retaining top talent for employ- ers. We will discuss how to leverage the desires of the four key generations and how to get them interested in the decisions they make on benefits.

Adventure Keynote Q&A Presenter: Josh Peach, Corporate Evangelist, Dude Solutions Josh Peach will follow up his keynote presentation on Tuesday morning with several sessions to discuss any theme from his keynote or anything else, for that matter! Use Josh's creative mind to help you Be-au-sm!

Mid/Aft Deck Technology Showcase

12:30 – 1:30 Luncheon Fore Deck Speaker: Charles E. Peterson, Jr., MBA, PRSBA, SFO, President ASBO International

1:45 – 2:30 Sectionals

Voyager Chart of Accounts Presenter: Tammy White, Consultant and Honorary Member The Alaska Department of Education & Early Development Uniform Chart of Accounts and Account Code Descriptions for Public School Districts was update in 2018. This session provides a review of the changes and implementation of the new chart of accounts.

Quadrant DOL Compliance Presenter: Cody Martin, Regional Sales Manager, TimeClock Plus Is your school prepared for an audit from the recent Department of Labor (DOL) changes? Increased federal and state labor regulations, coupled with restrictive budgets have made employee management and compliance particularly challenging

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018 1:45 – 2:30 Sectionals (continued)

Quadrant DOL Compliance (continued) for K12 organizations. Come learn how the changes could affect your organization, and gain valuable insight on how the right labor management tools can ensure compliance with FLSA, FMLA, and ACA while simplifying and improving your workforce management process.

Whitby ESSA Financial Update Presenter: Courtney Preziosi, Education Administrator, Alaska Department of Education & Early Development. This session will review the new financial requirements under the federal Every Student Succeeds Act (ESSA).

Endeavor High Deductible Health Plan Presenters: John Sedor, Partner, Sedor Wendlandt Evans Filippi and Alaska Council of School Administrators, and Sandy Daws, Chief Financial Officer, Kodiak Island Borough School District Follow the insurance evolution of one school district's move from a long-rooted standard plan to a high deducible health plan (3500/7000). Review the history of their plan and how the HDHP took shape. Experience of plan members who now are on the HDHP will also be discussed. This session will also include a demonstration of ACSA’s efilecabinet tool.

Resolution Internal Controls Presenter: Don Hanni, CPA, Partner, Altman Rogers & Company This session provides a brief overview of the most common deficiencies in internal controls noted in the school district environment and a discussion of suggestions for improving controls when segregation of duties is limited. There will be a focus on both electronic and manual processes.

Mid/Aft Deck Technology Showcase

2:45 Exhibitors Meeting Mid/Aft Deck

2:45 – 3:30 Discussion Groups: Informal discussions with plenty of Q&A

Whitby ASBO’s Reporting Recognition Programs Facilitators: Ashley Bjornson, Director of Finance, Mat-Su Borough School District and Chuck Peterson, ASBO International President ASBO International offers two peer-reviewed recognition programs for achievement by the school business office team: The Certification of Excellent in Financial fications.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018 2:45 – 3:30 Discussion Groups (continued)

Whitby ASBO’s Reporting Recognition Programs (continued) Reporting (COE) and the Meritorious Budget Award (MBA). The Pathway to the MBA process can be used as a stepping-stone to gain feedback. Learn and discuss how you can work toward these certifications.

Adventure Cash in Schools Presenters: Jim Farrington, Treasurer, Anchorage School District and Amy Rouse, Director, Nutrition Services, Fairbanks North Star Borough School District Presenters will discuss best practices for managing cash in schools generally, and for food service specifically. Learn how to minimize theft and embezzlement in your district.

Endeavor DEED Q&A Facilitators: Staff from the Alaska Department of Education & Early Development Do you have questions about specific programs Alaska Department of Ed? Do you wonder who to call, when issues arise? This session will provide an open discussion of DEED programs and structure.

Quadrant E-Reporting and Payroll Issues Facilitator: Jimmy Love, Accountant, Kenai Peninsula Borough School District A discussion of the latest E-Reporting updates and open Q&A on payroll issues.

Resolution Educator Quality Under ESSA Facilitators: Sondra Meredith, Administrator and Cecilia Miller, Education Special- ist, Alaska Department of Education & Early Development Highly qualified is no longer a measure of educator quality in Alaska. Join this session to learn more about Alaska’s educator quality definitions under the Every Stu- dent Succeeds Act (ESSA).

Easter Island Impact Aid Facilitator: Mark Vink, Business Manager, Bering Strait School District An informal but highly informative discussion about Impact Aid. Learn the ins and outs on how Impact Aid can impact your budget. Also if you have questions in regards to Impact Aid, this discussion group will surely have the answers.

Voyager P-Card Management Facilitators: Liz Hayes, Director of Finance and Jayme Booth, Accounting Techni- cian, Kenai Peninsula Borough School District; Robbie MacManus, Business Man- ager and Patti Bayless, Accountant II, Alaska Gateway School District Open discussion of how districts are using their p-cards (credit cards) for purchases, payments, recurrent charges, student activities and travel. Come to learn and share your experience with p-cards and other non-traditional payment methods.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018 3:45 – 4:30 Sectionals

Quadrant Audit Preparation Presenter: Sam Thompson, CPA, Audit Senior Manager, BDO USA LLP Sufficient audit prep is a key ingredient to every successful audit. In this presentation we will discuss best practices and helpful tips for audit planning and preparation, including how new changes in accounting standards and compliance regulations will impact audit prep.

Easter Island Binding Arbitration: Team of Rivals Presenter: Clint Campion, Partner, Sedor, Wendlandt, Evans and Filippi, LLC Join this session for insight on preparing your team for binding arbitration.

Whitby Business Manager/Superintendent Communication Presenter: Lisa Skiles Parady, J.D., Ed.D. and Executive Director, Alaska Council of School Administrators Your relationship with your supervisor is one of the most important factors in successful job performance and job satisfaction. This session will discuss how business managers can develop and maintain good communications with their superintendents.

Voyager Foundation 101 Presenter: Mindy Lobaugh, School Finance Specialist, Alaska Department of Edu- cation & Early Development The Public School Funding Formula is based on student counts. This session is a step-by-step review of how the foundation formula is calculated as a result of the latest statutes and regulations.

Endeavor Google Tools Presenter: Kristy Andrew, Director of Budget and Finance, Cordova School District Many of us have a powerful tool available to us with Google Drive. In this session, we will explore some examples of how you can use these tools more effectively throughout your organization.

Adventure Health Care Trends Presenter: Scott Florsheim, Northwest Region Special Projects Manager, American Fidelity We will go through current practices and suggest new ideas on how to maximize dollars for healthcare and avoid the traps of choosing options based on what we did last year.

Resolution School Security Presenter: Steve Brown, Coordinator Safety and Emergency Preparedness, An- chorage School District This session is to help you manage your ability to deal with emergency situations and to provide guidance in dealing with unforeseen emergencies. In addition, the session will give you insight into managing your district-wide security and student safety process and procedures. Questions and answers may include: action plan topics, ALICE (active intruder protocols) and emergency preparedness for school districts.

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Tuesday, December 4, 2018 5:00 – 7:00 Reception Sponsored by: BDO USA, LLP Quarter Deck

7:00 – 11:00 Banquet, Ugly Sweater Contest, Casino and Karaoke Night Fore Deck Mid/Aft Deck

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Wednesday, December 5, 2018 7:30 – 12:00 Registration Outside Fore Deck

7:30 – 8:30 Light Breakfast Fore Deck

8:30 – 9:00 Morning Music Fore Deck Performed by: Alaska Native Charter School Yup'ik Choir, Veronica Kaganak, Director

Welcoming Session

9:00 – 10:00 General Session Keynote Address Fore Deck Know Who You Are Presenter: Nick Hanson, The Eskimo Ninja Connecting the past to the present and knowing who we truly are provides a foundation for life. My story is my own, but perhaps my story will motivate you to discover the connection you have with your ancestry and motivate you to know who you truly are.

10:15 – 11:00 Sectionals:

Quadrant Budget Communication Presenters: Jim Anderson, Chief Financial Officer and Andy Ratliff, Senior Director of OMB, Anchorage School District Effectively communicate the different stages of budget development to your school board, employees, and members of the public. This includes initial budget gap estimates, instructional changes, budget reductions, and changes in legislation.

Adventure Employee Communication Presenter: Carleen Mitchell, Administrative Manager, Alaska Public Entity Insurance Clear communications with employees throughout their employment is vital for a successful employment relationship. Learn more about the key time periods when management need to be communicating with their employees and topics that cannot be missed.

Endeavor Excel Tips and Tricks Presenters: Linzey White, Accounting Specialist, CORE, Inc. and Andrew Leavitt, Director of Budget and Finance, Lower Yukon School District This session will provide intermediate-level tips to help improve your efficiency when working in Excel. Learn some of the most helpful tools to start using immediately and avoid common errors.

Resolution GASB Update Presenter: Gavin Schultze, Audit Supervisor, Altman Rogers & Company Latest GASB updates and their applicability to the school district environment..

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Wednesday, December 5, 2018 10:15 – 11:00 Sectionals (continued)

Whitby Legislative Process 101 Presenter: Lisa Parady, J.D., Ed.D. and Executive Director, Alaska Council of School Administrators Learn about how to follow and provide input to the legislative process during the legislative session. The proposed ACSA Joint Position Statements will be reviewed. Topics that are likely to be raised during the session will be discussed.

Fore Deck Q&A with Eskimo Ninja Presenter: Nick Hanson, the Eskimo Ninja Follow-up discussion with Keynote Speaker Nick Hanson to learn more about his story!

Voyager Verbal Judo Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insurance Association (AMLJIA) The principles and tactics taught enable users to use “presence and words” to calm difficult people who may be under severe emotional stress or dangerous influences, redirect the behavior of hostile people, diffuse potentially dangerous situations, perform professionally under all conditions and achieve the desired outcome.

11:15 – 12:00 Sectionals

Adventure Communicating Financial Information To Your Board Presenter: Holly Holman, Honorary Member Presenting the district's financial results to the Board on a monthly and annual basis is one of the most important responsibilities of the school business manager. Learn how other districts handle these presentations. Learn about how to avoid pitfalls and how to respond to questions.

Easter Island Fixed Assets Best Practices Presenter: CW Payne, CPA, CFE, Owner, CW Payne Accounting The presenter has reviewed and implemented fixed asset accounting systems in numerous states. He will review best practices for making sure your fixed asset accounting is efficient and effective. Mr. Payne is also an expert on implementation of the latest GASB statements in school districts, if you have other questions!

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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA Wednesday, December 5, 2018 11:15 – 12:00 Sectionals: (continued)

Quadrant Payment Fraud Presenter: Odell Bushnell, Vice President/Treasury Management, Wells Fargo An informational seminar on the trends and best practices surrounding payment fraud and online security. Threats include payment fraud, internal controls, account takeover, data breaches, and impostor fraud. It's hard to keep up when fraudsters' methods are sophisticated and evolving. The more you know about current trends, the higher the probability you will be able to fend off fraud attacks.

Resolution Implementing Standard Operating Procedures Presenters: Sarah Jahn, Director of Administrative Services and Tammy Grove, Finance Officer, Juneau School The presenters will discuss the development of the Standard Operative Procedure (SOP) templates available on the ALASBO website and in Ed Connector, plus their own process for implementing the SOP's in their school district to improve operations efficiencies and controls.

Voyager Time and Stress Management Presenter: Melody Douglas, SFO, Consultant and Honorary Member Are you overwhelmed with too many and competing time challenges? Would you like some balance in your life to enjoy family and friends or to be able to get to your to-do list where some tasks have been residing for a LONG time? Come hear some tips, tricks and ideas to gain some control over a demanding work and maybe personal life from one who learned late that things would have been easier if some of the suggestions had been adopted early in one's career.

Whitby Uniform Guidance Presenter: Steve Wadleigh, CPA, Audit Partner, Altman Rogers & Company Outline of Uniform Guidance 2 CFR 200 administrative requirements and emphasis on procurement standards from an auditor’s prospective.

12:15 – 1:45 Luncheon and Annual Meeting Fore Deck  Membership Business  Election of Officers  School Business Official of the Year Award  Drawings and Door Prizes

2:00 – 3:00 District Wrap Up Meet with districts of comparable size to discuss issues relevant to your needs. Whitby  Big Five Districts— Anchorage, Fairbanks, Juneau, Kenai and Mat-Su Voyager  Large Rural Districts— Bering Strait, Kodiak, Lake & Pen, Lower Kuskokwim, Lower Yukon, North Slope and NW Arctic Endeavor  Small Rural Districts— Others not listed above

3:15 – 5:00 ALASBO Board Meeting Resolution

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**For Approval by the ALASBO membership at the 2018 Annual Meeting**

Alaska Association of School Business Officials

December 6, 2017

Minutes of Annual Membership Meeting Hotel Captain Cook Anchorage, Alaska

President Holly Holman called the meeting to order at 12:40 p.m. and welcomed the membership to the 2017 Annual Meeting.

Secretary Carl Horn presented the minutes from the 2016 Annual Meeting, referencing the minutes as printed on pages 51 and 52 of the Conference Booklet. Tammy White moved and Jim Farrington seconded to approve the minutes of the December 7, 2016, meeting. The voice vote by the membership was unanimous.

Treasurer Kim Johnson reported that as of November 30, 2017, ALASBO had a balance of $19,877.43 in the checking account and $155,296.60 in the savings account. The Treasurer’s Report was accepted as presented.

Legislative Committee Chair Dave Jones presented the 2018 Proposed ACSA Joint Position Statements. He reported that ALASBO has collaborated with ACSA in recent years on drafting the Joint Position Statement. Dave explained a proposed amendment to the first paragraph to insert the following addition into the last sentence of that paragraph “...sound financial management, as well as…” Melody Douglas moved and Tammy White seconded the change. The voice vote by the membership accepting the motion was unanimous. Dave Jones then reviewed each of the various statements. Linzey White moved and Liz Hayes seconded to approve the joint position statements as amended. The voice vote by the membership accepting the motion was unanimous.

Awards Committee Member Elizabeth Hayes announced the 2017 award recipients:

McLain J “Mack” Easton Memorial Scholarship  Brian Dusek, Soldotna High School  Taylor Holman, Unalaska High School

Dick Swarner Leadership Grant  Alicia Campbell, Mat-Su School District  Maisha Ekamrak, Yupiit School District

Lowel Thomas Freeman Professional Development Grant  Sarah Jahn, Juneau School District

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President Holly Holman asked Mark Vink, Chair of the Nominations Committee to present the nominations for the open 2018 Board of Directors positions:

President - Cassee Olin, Sitka School District President Elect - Carl Horn, Nenana City School District Secretary - Karen Quitslund, Petersburg School District Seat D - Andy Ratliff, Anchorage School District Seat E - Kristy Andrew, Cordova School District Seat F - Ryan Ayars, Southwest Region School District

No additional nominations from the floor were received. Robin Mullins moved to approve the proposed slate of nominees and Lisa Pearce seconded the motion. The voice vote from the membership was unanimous. ASBO President Anthony “Tony” Dragona administered the oath of office to the 2018 ALASBO Board.

President Holly Holman thanked the ALASBO membership for all they have done and passed the gavel to Cassee Olin.

President Cassee Olin announced her theme for the 2018 Conference: “We’re All In This Together.” She noted the challenges before us and expressed confidence that we would move the Association forward together.

Holly Holman moved to adjourn the meeting and Mark Vink seconded the motion. The 2017 ALASBO Annual Meeting adjourned at 1:11 p.m.

Colleen Fitzgerald received the ALASBO 2017 School Business Official of the Year Award.

Respectfully submitted,

Carl Horn Secretary

Teamwork is how everyday people achieve remarkable goals!

Page 5 ALASBO 2018 P a g e 51 ALASBO - Year-By-Year December 2017 Pulling Together for Alaska’s Youth President: Holly Holman, Unalaska School District December 2016 Stepping Up To the Challenge President: Mark Vink, Bering Strait School District December 2015 Achieving Success Together President: Robin Mullins, Fairbanks North Star Borough School District December 2014 Make Every Dollar Count President: Jim Farrington, Anchorage School District December 2013 Leadership that Count$ President: Laurie Olson, Kenai Peninsula Borough School District December 2012 Forty Years of Success Through Networking President: Jenny Martens, Lower Yukon School District December 2011 Strength in Numbers President: Luke Fulp, Kodiak Island Borough School District December 2010 Everyone a Leader President: Laura Hylton, Lake and Peninsula Borough School District December 2009 ALASBO—VISION President: Karen Goodwin, Northwest Arctic Borough School District December 2008 ALASBO—The Next Generation President: Cindy Reilly, Mat-Su Borough School District December 2007 ALASBO—Needs You! President: René Spracklen, Copper River School District December 2006 Team ALASBO Educating Alaska President: Elizabeth Francis, Dillingham City School District December 2005 We Are ALASBO President: David Means, Juneau Borough School District December 2004 Facing Challenges - Forming Friendships President: Mike Fisher, Fairbanks North Star Borough School District December 2003 Our Professional Family President: Betty Zabielski, Alaska Gateway Borough SD December 2002 Thirty Years of Dedication to Alaska's Youth President: Dave Jones, Kodiak Island Borough School District December 2001 Building A Strong Future President: John Sanbei, Juneau Borough School District December 2000 Making Our Voices Heard President: Lucienne Harger, North Slope Borough School District December 1999 Work Hard! Play Hard! President: Tammy White, Alaska Voc/Tech Center, Seward December 1998 Working Together! President: Eddy Jeans, Alaska DEED April 1998 Making the Best Better President: Robert Shefchik, Fairbanks North Star Borough SD April 1997 Are We Successful Yet? President: Loreen Kramer, Copper River School District April 1996 TEAM ALASBO - Leading the Way President: Melody Douglas, Kenai Peninsula Borough SD April 1995 Winners Thrive on Stress President: John Tongen, Valdez City School District

Page 5 ALASBO 2018 P a g e 52 ALASBO - Year-By-Year May 1994 Professional Commitment - Let's Give a Little Back President: Dennis Niedermeyer, Lake and Peninsula Borough SD April 1993 Taking Care of Business President: Barbara Martin, Fairbanks North Star Borough School District April 1992 SYNERGISM President: Barbara Martin, Fairbanks North Star Borough School District April 1991 Challenges Abound President: Laraine Glenn, Juneau Borough School District April 1990 Providing Leadership in the '90s President: Patti Carlson, Bering Strait School District April 1989 Preparing for the '90s President: Gary E. Epperson, Mat-Su Borough School District April 1988 Accepting the Challenges President: Melvin J. Greaves, Jr., Anchorage School District April 1987 Facing Tough Times Together President: Marcy White, Copper River School District April 1986 Providing the Best President: Tom Bibeau, Anchorage School District April 1985 Striving for Excellence President: Joyce Healy, Kodiak Island Borough School District April 1984 ALASBO In High Gear - Team Commitment President: Martin Mhrye, Southwest Region School District April 1983 We Got Class President: Bill Haring, Delta/Greely School District April 1982 Continuing Our Professional Education President: Guy G. Bellville, Anchorage School District April 1981 ALASBO of the '80s - Managing Professionals President: John Rogers, Northwest Arctic Borough School District April 1980 ALASBO of the '80s - Cost Effective Professionals President: Duane L. Oliphant, Anchorage School District April 1979 The Eighties - A New Beginning President: Richard Swarner, Kenai Peninsula Borough School District April 1978 Better Planning Means Progress President: Norm Rousey, Mat-Su Borough School District April 1977 Challenges of a Changing Society President: Larry Baker, Anchorage School District April 1976 The Spirit of '76 President and Founder: Tom Freeman, Anchorage School District April 1975 ALASBO - In the Lead President and Founder: Tom Freeman, Anchorage School District November 1974 ALASBO - On the Move President and Founder: Tom Freeman, Anchorage School District

Page 5 ALASBO 2018 P a g e 53 Significant Events in the History of the Alaska Association of School Business Officials

1974  ALASBO founded by Lowell Thomas Freeman

1975  By-Laws adopted

 Incorporated in State of Alaska

1976  Established Accounting, Basic Foundation Program Study, By-Laws, Conference Plan- ning, Educational, Legislative, and Nominations committees

1977  First Treasurer appointed

 ALASBO President starts attending ASBO Annual Conference

 Post-conference Board Meeting established

 Exhibitors invited to participate in Annual Conference

1980  ALASBO establishes Executive Director position

 Scholarship Committee established

 ALASBO begins sending president to ASBO Annual Leadership Conference

1981  ALASBO included in Department of Education Directory

 Duane Oliphant appointed Executive Director

1982  Tom Freeman elected to ASBO Board of Directors

1983  ALASBO holds first Board Meeting via teleconference

 ALASBO invited by DOE to review State Finance Study data

1984  Guy Belleville appointed Executive Director

1985  Tom Freeman candidate for ASBO Vice President

1986  Duane Oliphant appointed Executive Director

1987  Tom Bibeau appointed Executive Director

1989  Mack Easton Memorial Scholarship established

1991  ALASBO invited by DOE to participate in Chart of Accounts Revision

 President Laraine Glenn appointed to Special Presidential Committee of Education

1992  Tom Wolfe appointed Executive Director

1993  ALASBO joins Alaska Council of School Administrators

1994  ALASBO contracted with DOE to revise Chart of Accounts

 Walt Ramsey appointed Executive Director

1995  Tom Freeman appointed Executive Director

1996  ALASBO Newslink initiated

 Tom Bibeau appointed Executive Director

1997  Professional Development Grants initiated

 Lowell Thomas ‘Tom’ Freeman, Richard ‘Dick’ Swarner, Duane Oliphant, and John ‘Jake’ Rogers named honorary lifetime members

1998  Annual Conference moved from April to December

 Exhibitors Committee established

 Website established

 ALASBO’s 1st Summer Meeting held in Seward, with a skills training focus

 Melody Douglas appointed Executive Director

1999  ALASBO established Board/District liaisons

 ALASBO contracted by EED to develop OASIS project

 Blood Bank of Alaska blood drive initiated at Annual Conference

 Exhibitors Professional Development Grant initiated

 School Business Official of the Year award program initiated, sponsored by PenAir

Page 5 ALASBO 2018 P a g e 54 Significant Events in the History of the Alaska Association of School Business Officials

2000  ALASBO worked with EED on Chart of Accounts Revision

 ALASBO contracted with EED to complete OASIS II st  1 Annual Legislative Workshop held in Juneau

 John Tongen named honorary lifetime member

 Melody Douglas elected to ASBO Board of Directors

 Professional Development Grants renamed in honor of Lowell Thomas Freeman

 Strategic Plan developed

2001  Melody Douglas chaired ASBO International’s Affiliate Executive Directors Group

 ALASBO contracted by EED for continued development of OASIS project

2002  Policy Manual Adopted

 Committee Manual Revised

 ALASBO work group worked with AIR consultants on School Cost Study survey instrument

 Implemented formal Financial Statements

2003  Dave Jones received ASBO Eagle Award for Service to Community

 Melody Douglas elected as Vice President of ASBO International, to serve in 2004

 Tammy White appointed Executive Director

 Resource CD developed for new business managers

2004  Melody Douglas serves as Vice President of ASBO International

 Dave Jones serves as Vice Chair of ASBO International Legal Aspects Committee

2005  Melody Douglas serves as President–Elect of ASBO International

 Power Lunch program launched

 Lucienne Smith serves as Vice Chair of the ASBO International Purchasing and Supply Management Committee

 ALASBO Board held the first Summer Leadership meeting and completed reorganization of the committees and the election process

 CORE, Inc. becomes sponsor for the Lowell Thomas Freeman Professional Development Grant

2006  Melody Douglas presided as President of ASBO International during the ASBO Annual Meeting and Exhibits in Pittsburgh, PA “Shaping the Future”

 Lucienne Smith honored with Pinnacle of Achievement award at ASBO International Conference

 Board held the second Summer Leadership meeting to review and revise ALASBO’s Mission Statement and Strategic Plan. The end result was a plan to hire a part time Executive Director

2007  Melody Douglas served her last year on the Board of ASBO International as the Immediate

Past President

 Duane Guiley hired as ALASBO’s first paid part-time Executive Director

 ALASBO begins participating in Illinois ASBO procurement card (p-card) program

2008  The first School Business Academy is held

 Melody Douglas received ASBO’s Distinguished Professional Eagle Award for Service

 Richard M. Swarner: Shaping the Future Leadership Grant is announced, sponsored by the Swarner family

 Kerry Jarrell, Clara Langton, and Betty Zabielski are named honorary lifetime members

2009  Melody Douglas, Duane Guiley and Dennis Niedermeyer named honorary lifetime members

 Amy Lujan hired as part-time Executive Director

 Shift to development of Legislative Joint Position Statements and closer involvement with ACSA

 Jenny Martens serves ASBO International on the Job Task Analysis Panel to begin the work of what will become ASBO’s Certification in School Finance and Operations (SFO) program

Page 5 ALASBO 2018 P a g e 55

Significant Events in the History of the Alaska Association of School Business Officials

2010  ALASBO adopted ASBO International Professional Standards and Code of Ethics

 Janet Stokesbary named honorary lifetime member

 Jenny Martens and Dave Jones serve ASBO International on the Certification Exam Committee and Dennis Niedermeyer serves on the Cut Score Committee for the SFO program

 ALASBO members take SFO beta test

2011  Eddy Jeans named honorary lifetime member

2012  ALASBO celebrates 40th annual conference

 Management Review Ad Hoc Committee established to create program to assist school districts with a review of business operations

 Patti Carlson named honorary lifetime member

2013  Lisa Pearce serves as Vice Chair of ASBO International School Food & Nutrition Committee

 Cindy Reilly serves as Vice Chair of ASBO International Professional Development Committee

 René Spracklen and Pam Chenier named honorary lifetime members

 ALASBO announces SFO certification scholarship sponsored by Douglas Business Manage- ment Services

2014  ALASBO Improvement Model (AIM) Introduced

2015  ALASBO launches new website

 Tammy White named honorary lifetime member

2016  Loreen Kramer, Robin Mullins and Karen Goodwin named honorary lifetime members

2017  Laurie Olson, Colleen Fitzgerald and John Sanbei named honorary lifetime members

 Chart of Accounts Ad Hoc Committee established to recommend changes to the State Chart of Accounts

2018  Holly Holman, David Means, Jenny Martens and Pam Roope named Honorary Lifetime Members  Standard Operating Procedures (SOP) Committee releases SOP template documents inte- grated with AIM rubic  DCR Forfeitures Ad Hoc Committee formed to help resolve FY18 accounting issues  New Business Manager Institute (NBMI) Ad Hoc Committee prepares and launches new training program December 1st  Melody Douglas appointed Associate Executive Director

Page 5 ALASBO 2018 P a g e 56 With the support of sponsors, ALASBO administers several award, grant and scholarship programs. Several are named for past members of ALASBO. Complete descriptions, award application forms and biographies of the individuals the programs are named for can be found on our website. www.alasbo.org, on the Resources- Awards and Grants & Scholarships pages.

Please take the time to read the inspiring biographies of these outstanding past ALASBO members on our website!

McClain J. “Mack” Easton Memorial Scholarships – Named for a school business official who died tragically while serving the Fairbanks North Star Borough School District. These scholarships are awarded annually to graduating high school seniors. Recipients are selected by the Awards Committee.

The 2018 recipients of $1,000 scholarships were:  Kayla Hay, Wrangell High School  Brian Conwell, Unalaska High School

Richard “Dick” Swarner Shaping the Future Leadership Grant – Named for a deceased Kenai Peninsula Borough School District business official, a founding member of ALASBO. This grant, sponsored by National CooperativeRx and the Swarner family, provides funding for ALASBO member(s) to attend the ALASBO Summer Leadership Conference. Recipients are selected by the Awards Committee.

Recipients of the Dick Swarner Shaping the Future Grant to Attend the ALASBO Summer Leadership Conference 2009 Yodean Armour Klawock School District 2010 David Arp Sitka School District 2011 Lee Ann Andrew Southwest Region School District Martha Morgan Kuspuk School District Cathi Wojtanek Nome Public Schools 2012 Teri Dierick Southeast Regional Resource Center Cassee Olin Kodiak Island Borough School District Ricardo Tejeda Yakutat School District 2013 Jenny Myhand Lake & Peninsula Borough School District Karen Quitslund Petersburg School District 2014 Judy Hankla Hoonah City School District Nichole Wood Fairbanks North Star Borough School District 2015 Ryan Ayars Southwest Region School District 2016 Kristy Andrew Cordova School District Krystian Roehl Southwest Region School District 2017 Alicia Campbell Mat-Su Borough School District Maisha Ekamrak Yupiit School District 2018 John Stackhouse Yupiit School District

Page 5 ALASBO 2018 P a g e 57

Lowell Thomas Freeman Grant – Named for the “founding father” of ALASBO, Anchorage School District business official Tom Freeman, who is now retired in Washington state. This grant, sponsored by CORE, Inc., provides funding for an ALASBO member to attend the ASBO International Conference. Recipients are selected by the Awards Committee.

LOWELL THOMAS FREEMAN PROFESSIONAL DEVELOPMENT GRANT RECIPIENTS ASBO Year Recipient District Amy Lujan Kuspuk School District 1998 Laurie Olson Kenai Peninsula Borough School District 1999 Maribel Miller Kodiak Island Borough School District Jimmy Love Kenai Peninsula Borough School District 2000 John Sanbei Juneau Borough School District 2001 Rose Stokes Anchorage School District 2002 Jeff Frier North Slope Borough School District 2003 Laurie Olson Kenai Peninsula Borough School District 2004 René Spracklen Copper River School District 2005 Nancy Munoz Mat-Su Borough School District René Spracklen Copper River School District 2006 Diane Simmons Southwest Region School District Lana King Kenai Peninsula Borough School District 2007 Amy Lujan Nome Public Schools 2008 Laurie Olson Kenai Peninsula Borough School District

Lee Ann Andrews Southwest Region Schools 2010 Pamela Roope Wrangell City Schools

2011 Carl Horn Nenana School District 2012 David Arp Sitka School District 2013 Loreen Kramer Copper River School District 2014 Karen Quitslund Petersburg School District 2015 Tammy Grove North Slope Borough School District 2016 Elizabeth Hayes Kenai Peninsula Borough School District 2017 Sarah Jahn Juneau School District 2018 Reena Voivedich Denali Borough School District