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AlaskaALASBO’S Association MISSION: of To promote the highest standards in School Business practices ALASBO 206 School Business Officials
Forty-Fifth Annual Conference
“Pulling Together for Alaska’s Youth” December 3-6, 2017
Alaska Association of School Business Officials Forty-Fifth Annual Conference TABLE OF CONTENTS
NAME: PHONE #:
Welcome from ALASBO’s President ...... 1 Mission-Vision-Values ...... 2
Strategic Plan ...... 3
Conference Information ...... 5
ALASBO’s 2017 Board of Directors ...... 6
ALASBO’s 2017 Committees ...... 7
ALASBO and ASBO International ...... 8
Thank You to our Sponsors ...... 10
Schedule at A Glance ...... 27
Sunday Pre-Conference Schedule...... 29
Monday Conference Agenda ...... 33
Tuesday Conference Agenda ...... 39
Wednesday Conference Agenda ...... 47
Minutes of Annual Membership Meeting ...... 51
ALASBO ‒ Year‒By‒Year ...... 53
ALASBO – Significant Events ...... 55
McClain J. “Mack” Easton Memorial Scholarship ...... 58
Richard M. Swarner: Shaping the Future Leadership Grant ...... 58
Lowell Thomas Freeman Professional Development Grant ...... 59
School Business Official of the Year Award ...... 60
Hotel Captain Cook Map ...... 61
Page 5 ALASBO 2017 P a g e 1 Welcome to ALASBO’s 45th Annual Conference!! “Pulling Together for Alaska’s Youth” December 3 - 6, 2017
Welcome to the Forty-Fifth Annual ALASBO Conference! I would like to warmly welcome each and every one of you to our annual conference. I am so glad you could attend! You will find this conference filled with keynotes, roundtables, sectionals, vendor visits and discussion groups that you will find valuable in your job imme- diately. Don’t miss out on all the chances for networking with your colleagues during our morning continental breakfasts, lunches and evening events! We have our popular evening receptions hosted by long-time supporters of our conference, BDO and Altman, Rogers & Co., as well as our Banquet and Casino/Karaoke night on Tuesday. A heartfelt thank you for the countless hours put into this program by Cassee Olin and Amy Lujan! Also a huge thank you to all the members that participated in our Summer Leader- ship, where the planning for this event began. Please fill out the evaluation after the confer- ence, as that guides the planning for the next year. Also please consider attending the Summer Leadership in July to be part of the planning for the 2018 conference! One of the changes that were a result of our summer strategic planning and conference planning was the change to a one day vendor/trade show. Take advantage of the extra time in the schedule on Monday to touch base with your current vendors and visit new ones! The support of our vendors is what makes this conference possible. I would like to thank all of our vendors for supporting us with the vendor show and our other events throughout the conference. Thank you for your continued support of ALASBO! I’m excited for our keynote addresses every morning at 9 AM! We have the riveting John Sedor, Esquire on Monday, the inspirational dog-musher and athlete DeeDee Jonrowe on Tuesday and a timely discussion of legislative issues and our state fiscal situation on Wednesday. A very special thank you to John Sedor for providing us with his witty and un- forgettable presentations of legal issues that impact schools at our ALASBO conferences for many years! Finally, thank you to the ALASBO Board and all the ALASBO members for your dedication and hard work. You exemplify this year’s ALASBO theme of Pulling Together for Alaska’s Youth! Sincerely, Holly Holman Holly Holman President
Page 5 ALASBO 2017 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 2017 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 o s 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 o 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 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, a 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.
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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 re- sponse plan for timely review of data requests.
4) ACSA Joint Position tate e ts 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 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
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 a 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 o d
Approved by ALASBO Board of Directors—October, 2015
“One person seeking glory doesn’t accomplish much. Success is the result of people pulling together to meet common goals.” ― John C. Maxwell
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45th Annual Conference “Pulling Together for Alaska’s Youth”
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 partic- ipating vendors for supporting ALASBO!
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 confer- ence registration desk. Lunch: $30; Banquet: $80. Banquet ticket includes casino and karaoke night!
NOMINATIONS—GREEN A nomination form is included in the conference packet. The Nominating Committee would appre- ciate 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 Annual Conference, September 21-24, 2018, in Kissimmee, Florida 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 for the upcoming legislative session are included in the packet. ALASBO membership will be consid- ering adoption of these position statements at the Annual Meeting on Wednesday.
EVALUATION Conference evaluations are done online! The links below will also be sent to you via email after the conference. Please take a few minutes to complete the surveys so we can continue to improve our programs!
• ALASBO conference survey: www.surveymonkey.com/r/ALASBO2017
• School Business Academy survey: www.surveymonkey.com/r/ALASBO2017SBA
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS 2017 BOARD OF DIRECTORS : President: President Elect: Holly Holman, Business Manager Cassee Olin, Business Manager Unalaska City School District Sitka School District PO Box 570 300 Kostrometinoff Street Unalaska, AK 99685 Sitka, AK 99835 Ph: 907-581-3151 Ph: 907-966-1254 Email: [email protected] Email: [email protected]
Secretary: Past President: (Ex-Officio) Carl Horn, Director of Finance Mark Vink, Business Manager Nenana City School District Bering Strait School District PO Box 10 PO Box 225 Nenana, AK 99760 Unalakleet, AK 99684 Ph: 907-832-5400 Ph: 907-624-4256 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 2017 Ashley Bjornson, Director of Finance Karen Quitslund, Business Manager Mat-Su Borough School District Petersburg City School 501 N Gulkana Street PO Box 289 Palmer, AK 99645 Petersburg, AK 99833 Ph: 907-746-9260 Ph: 907-772-4271 Email: [email protected] Email: [email protected]
Seat B December 2018 Seat E December 2017 Lila Krosschell, Coordinator of Financial Services Vacant North Slope Borough School District PO Box 169 Barrow, AK 99723 Ph: 907-852-9669 Email: [email protected]
Seat C December 2018 Seat F December 2017 Meridith Boman, School Finance Specialist Ryan Ayars, Director of Finance AK Department of Education & Early Development Southwest Region School District PO Box 110500 PO Box 90 Juneau, AK 99811-0500 Dillingham, AK 99576 Ph: 907-465-8697 Ph: 907-842-8207 Email: [email protected] Email: [email protected]
A complete listing of past Board members is available at www.alasbo.org, on the “About-Board of Directors” page
Page 5 ALASBO 2017 P a g e 7 ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS COMMITTEES ~ 2017
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
Chris Basile, Chair Denali 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
Mark Vink, Chair Bering Strait School District
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
Mark Vink, Chair Bering Strait School District
Sponsorship Committee – Establishes fundraising criteria and implementation plan
Amy Lujan, Chair ALASBO
Page 5 ALASBO 2017 P a g e 8 ALASBO INVOLVED IN ASBO INTERNATIONAL
Certificates of Excellence in Financial Reporting – FY16 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 – FY17 Juneau School District Kenai Peninsula Borough School District Matanuska-Susitna Borough School District ALASBO Members Who Have Earned School Finance and Operations (SFO) Certification Kristy Andrew, Cordova School District David Arp, Consultant 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, Fairbanks North Star Borough School District 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, Global Issues Committee Colleen Fitzgerald Human Resources and Labor Relations Committee Amy Lujan Affiliate Executive Directors Group Lisa Pearce School Food and Nutrition Management Committee Certification Commission
Page 5 ALASBO 2017 P a g e 9 NOTES
Page 5 ALASBO 2017 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 First National Bank Alaska Horace Mann KEV Group SchoolDude Wells Fargo Event Sponsors Preconference (Refreshments/Lunch) - Kronos Monday’s Breakfast - Horace Mann Monday’s Luncheon – GCI Education Monday Coffee/Snacks - Exerplay Monday’s Reception - Altman, Rogers & Co. Tuesday’s Breakfast - Wells Fargo Tuesday’s Luncheon – GCI Education Tuesday’s Coffee/Snacks - US OMNI Tuesday’s Reception - BDO USA, LLP Wednesday’s Breakfast – KEV Group Wednesday’s Luncheon - First National Bank Alaska
Page 5 ALASBO 2017 P a g e 11 Banquet Co-Sponsor - APEI Casino/Karaoke Co-Sponsors - Black Mountain Software, Inc. - Hale & Associates Conference Logowear - AMLJIA - SchoolDude
Grants and Scholarships Easton Scholarship
– GCI Education
Lowell Thomas Freeman Grant
– CORE, Inc.
SFO Certification Support
- Douglas Enterprises
School Business Official Of The Year
- PenAir
Swarner Shaping the Future Grant
- GCI Education
Summer Leadership – July 2017
- American Fidelity
- GovDeals
- Frontline Education
- NMS
- SchoolDude
ASBO International – September 2017
- American Fidelity
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Alaska Airlines – discount on travel to annual conference and summer leadership
Alaska Council of School Administrators – RegOnline 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 – items for door prize
Office Depot – items for door prize; discount on supplies
Reliant Transportation – buses for student performance groups
Sitka School District - summer leadership support
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!
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“The achievements of an organization are the results of the combined effort of each individual.” Vince Lombardi
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DAVID HALE HALE & ASSOCIATES 100 CUSHMAN STREET, SUITE #200 FAIRBANKS, ALASKA 99701 907-456-6671
“There’s a Thread ThaT binds all of us together, pull one end of the thread, the sTrain is felT all down The line.” Rosamund Marshall
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Page 5 ALASBO 2017 P a g e 27 PRECONFERENCE WORKSHOPS — Sunday, December 3, 2017 Conference Agenda, December 4 – 6, 2017 – Hotel Captain Cook SCHEDULE AT A GLANCE
Monday, December 4th Tuesday, December 5th Wednesday, December 6th
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 • DeeDee Jonrowe 9:00 – 10:00 General Session: 8:00 – 8:20 New Attendee Welcome Legislative Update 10:45 – 11:30 Committee Meetings Fore Deck 10:15 – 11:00 Sectionals: 8:30 – 9:00 Welcoming Session 11:45 – 12:30 Sectionals • Best Practices w-Credit Fore Deck • Music • ACA: What is Happening? Cards • Holly Holman, President • Electronic Timesheets • Communicating Your • Amy Lujan, Executive Budget • Public Entity Cybersecurity Director • Retirement & Benefits Audit • FLSA & Other Legal
Issues Issues 9:00 – 10:00 General Session: • Successful Teams w/DeeDee • GASB Update Fore Deck • John Sedor, Esquire • Unpaid Meal Policy • Hands-Only CPR
10:00 – 10:15 • Verbal Judo—Part 1 • Legislature 101 Break • The Cost of Teacher 12:30 – 1:30 Luncheon Turnover 10:15 – 11:00 Vendor Introductions • Alaska Native Yup’ik Choir • What Just Happened? 11:00 – 11:30 Ice Breaker • Anthony Dragona, Avoiding Costly Mistakes ASBO International with Good Documentation 11:30 – 12:15 Exhibit Hall Visits 1:45 – 2:30 Sectionals: 11:15 – 12:00 Sectionals: • Alphabet Soup: How do 12:15 – 1:00 Luncheon & Slide Show • ACSA Negotiated Fore Deck FSAs, HRAs & HSAs Work? • Chart of Accounts Agreement Database • Communicate Digitally 1:00 – 2:00 • Communicating Financials to Exhibit Hall Visits • Hands—Only CPR the Board 2:00 – 4:00 Round Tables: • Obstacles as Opportunities • Healthcare Authority • 1099s/W2s • Procurement Rules—Federal Study Grant Compliance • Internal Controls • ALASBO/ASBO Resources • Successful Teams w/DeeDee • Purchasing & RFPs • Verbal Judo—Part 2 • Alaska Education Challenge 12:15 – 1:45 Luncheon and Annual 2:45 – 3:30 Discussion Groups: Fore Deck Meeting Audit Prep • • ASBO’s Reporting • Membership Business Automation of • Recognition • Election of Officers Purchasing • DEED Q&A • School Business • Cybersecurity • Impact Aid Academy Recognition • Energy Efficiency— • Online Collaboration for • School Business Official Doing More with Less School Business of the Year Award • E-Rate • Pcard Management • Travel Strategies Panel • Drawings and Door Prizes • ESSA Financial Update Tricky Payroll Issues • Future of E-Payables • 2:00 – 3:00 District Wrap Up— a chance
• Health Insurance Value- Sectionals: for staff from like-sized Based Contracting & 3:45 – 4:30 Audit Prep districts to meet Consumerism in AK • • Business Manager/Super- • Identity Theft 3:15 – 5:00 ALASBO Board Meeting intendent Communication Resolution • Internal Controls • Foundation 101 • Legislative Updates/JPS • General School Security • Strategies to Engage • Google Tools Your Employees in • Procurement Rules—Federal Benefits Grant Compliance
• Student Activities—Cash • Standard Operating Management Procedures/AIM • What’s New with School Reception – BDO USA, LLP Nutrition? 5:00 – 7:00 Quarter Deck 4:15 – 5:00 Exhibit Hall Visits 7:00 – 11:00 Banquet, Ugly Sweater Contest, 5:00 – 8:00 Reception— Altman, Fore Deck Casino and Karaoke Night Quarter Deck Rogers & Co. Mid/Aft Deck
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS PRE - CONFERENCE AGENDA
Sunday, December 3, 2017 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 Adventure 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 . 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 Quadrant Presenter: Jimmy Love, Payroll Specialist II, Kenai Peninsula Borough School District A basic overview of what is required to process payroll from beginning to end, plenty of time for Q&A.
9:00 – 12:00 Developing Your District’s Budget Resolution Presenter: David Means, Director of Administrative Services, Juneau School District This session will provide school business officials with suggestions for preparing their district's 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 Endeavor 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.
12:00 – 1:00 Lunch Break Light lunch provided or all presenters and ull-day orning and ternoon)
1:00 – 4:30 Update on Health Care Reform and How to Plan for the Future Quadrant Presenter: Scott Florsheim, Alaska State Manager, American Fidelity This session will focus on what we know under the current administration and how to prepare for the expected changes.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS PRE - CONFERENCE AGENDA
Sunday, December 3, 2017 1:00 – 4:30 P-Card/Spend Dynamics Resolution Presenters: Holly Wallace, Member Relations Specialist, 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 Educator Certification, Qualifications, and Reporting in Alaska Endeavor Presenter: Sondra Meredith, Administrator, Teacher Education & Certification, Alaska Department of Education & Early Development This session is geared to districts' human resource managers and their teams. Find out the latest information concerning certification requirements, certified staff accounting, educator quality definitions, and federal reporting. Participation in this half-day session with DEED will support your hiring efforts for the 2018-2019 school year. NOTES
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Monday, December 4, 2017 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, Laura Blackwood, Director
Welcoming Address Holly Holman, President of ALASBO
Conference Introductions Amy Lujan, Executive Director of ALASBO
9:00 – 10:00 General Session: Fore Deck Of Kryptonite and Compacts Presenters: John M. Sedor, Esquire and Clint M. Campion, Attorneys, Sedor, Wendlandt, Evans & Filippi
Great Scott Batman! Join the Justice League (sorry, not the one with Gal Gadot and
Ben Affleck!) for a spin through a Compact but legal Universe filled with both Villains,
Heroes and maybe even a bit of Kryptonite!
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 4, 2017 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 Presenters: Sarah Jahn, Finance Officer and Kelley Fink, Payroll Supervisor, Juneau School District This roundtable will discuss any updates or changes for 1099s and W2s.
ALASBO/ASBO Resources Presenters: Amy Lujan, SFO, Executive Director, ALASBO and Anthony Dragona, Ed.D, RSBA, President, ASBO International This roundtable will provide an overview of resources provided by ALASBO and ASBO to support your professional development and improve your job performance.
Alaska Education Challenge Presenter: Luke Fulp, SFO, Assistant Superintendent of Business & Operations, Mat- Su Borough School District This roundtable will discuss Alaska’s Education Challenge on the section of Modernization and Finance. Alaska faces obstacles to student achievement unlike those that exist in any other state in the nation. Alaska’s Education Challenge is to address our student achievement gaps and increase our graduation rates by making sure that every student across our state has equal opportunities to learn and succeed.
Audit Prep Presenters: Eric Campbell, CPA, Partner and Alex Beckman, CPA, Partner, BDO This roundtable will give an information overview of audit prep for the upcoming audit season.
Automation of Purchasing Presenter: Ryan Ayars, Director of Finance, Southwest Region School District A discussion of the various opportunities to research and place orders via the internet, including considerations and implications. Examples include Alaska Airlines’ EasyBiz, Amazon Business, Staples.com and Apple.
Cybersecurity Presenters: Cole Cummins, Loss Control Manager and 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 4, 2017 2:00 – 4:00 Round Tables (continued) Fore Deck
Energy Efficiency – Doing More with Less Presenter: Tim Leach, Energy Specialist, Alaska Housing Finance Corporation School district budgets are being stretched again this year. Energy efficiency is one of the tools that you can use to cut operating costs while improving building durability and occupant comfort. AHFC will describe how schools can use financing to complete efficiency retrofits and avoid the cost of delay of waiting for appropriations.
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, developments, deadlines and application strategies.
ESSA Financial Update Presenter: Sondra Meredith, Administrator, Alaska Department of Education & Early Development Alaska's ESSA Application has been submitted to the US Department of Education. It proposes a new school accountability system, additional educator quality definitions, and a menu of support for our neediest school. Join this session to learn about these changes from DEED's ESSA team.
Future of E-Payables Presenters: Holly Wallace, Sponsored Programs Coordinator, Illinois ASBO and Mark Bockelmann, Senior Relationship Manager, BMO Harris Bank Traditional procurement card use is moving in the direction of e-payables and virtual cards— the next generation in payment technology. Learn how to utilize this technology in your district to make your payment process more secure and efficient. If you currently receive a rebate from your program, using e-payables can help you increase your rebate.
Health Insurance Value-Based Contracting and Consumerism in Alaska Presenters: Nadja Hipszer, Brad Olson and Johnna Golden, Strategic Account Executive, Premera Blue Cross Blue Shield of Alaska Fee for service is giving way to outcome-based contracting in AK. There is great hope in reducing waste and focusing on outcomes rather than being paid for each service. Consumers also need to do their part. How can you help your employees become informed consumers, especially in light of the Municipal Transparency Ordinance in Anchorage?
Identity Theft and Fraud Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insurance Association (AMLJIA) One person, using information gathered from some source, takes on the identity of another person without permission and conducts a variety of activities using that identity. The intent is to use that identity for personal gain, generally with the intent to defraud others. People are not helpless in protecting themselves from identity theft.
Page 5 ALASBO 2017 P a g e 36 ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
2:00 – 4:00 Round Tables (continued) Fore Deck
Internal Controls Presenter: Joe Bergene, CPA, Audit Partner, Altman Rogers & Company A brief overview of the most common deficiencies regarding internal controls noted in the school district environment and a discussion of suggestions for improving controls when segregation of duties is limited.
Legislative Update/Joint Position Statements Presenter: Lisa Skiles Parady, Executive Director, Alaska Council of School Administra- tors Roundtable will focus on the upcoming legislature along with going over the draft Joint Position Statement.
Strategies to Engage Your Employees in Benefits Presenter: Scott Florsheim, Alaska State Manager, American Fidelity Roundtable will focus on ideas to help employees be more involved in their benefits.
Student Activities – Cash Management Presenter: Alicia Campbell, Activity Funds Management Consultant, KEV Group School districts recognize the importance of properly managing their student activities cash management, yet share with us that they often lack the time and resources re- quired to comprehensively assess opportunities for improvement. This roundtable will discuss best practices and a recommended course of action.
What’s New with School Nutrition? Presenter: Jo Dawson, Child Nutrition Program Manager, Department of Education & Early Development Roundtable to highlight new regulations, policies and resources for school nutrition pro- grams.
4:15 – 5:00 Exhibit Hall Visits
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 5, 2017 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 Holly Holman, President of ALASBO
9:00 – 10:30 General Session Keynote Address: Fore Deck Pulling Together with Passion Presenter: DeeDee Jonrowe Alaskan musher DeeDee Jonrowe will talk about her background and how she found the vocation she pursues with passion. DeeDee has faced many challenges along the way, and her insights will help you push through and pull together with more effi- cient teams toward your goals!
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 What is Happening with ACA? Presenter: Scott Florsheim, Alaska State Manager, American Fidelity This session will focus on what we know under the current administration and how to prepare for the expected changes.
Quadrant Electronic Timesheets for Business Office Efficiency Presenter: Jim O’Halloran, Frontline Technologies Paper timesheets, still used by most districts nationwide, present many obstacles to efficient operations. There are many options for electronic time collection which will integrate with your payroll system. Improved FLSA compliance, payroll accuracy and time savings are just a few reasons to consider the move to electronic timesheets.
Whitby Public Entity Cybersecurity Presenters: Cole Cummins, Loss Control Manager and 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.
Resolution Retirement and Benefits Audit Issues Presenter: Melanie Helmick, Division Auditor and State Social Security Administrator, State of Alaska Department of Administration, Division of Retirement and Benefits Are you prepared for a Retirement and Benefits audit? Get ahead of compliance is- sues by learning about the most common pitfalls and get your questions answered.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Tuesday, December 5, 2017
11:45 – 12:30 Sectionals (continued)
Adventure Successful Teams Presenter: DeeDee Jonrowe DeeDee Jonrowe will talk more about the make-up of teams. What are the charac- teristics of functional versus non-functional teams? You'll also have a chance for Q&A with DeeDee.
Easter Island Unpaid Meal Policy Presenter: Jo Dawson, Child Nutrition Program Manager, Alaska Department of Edu- cation & Early Development This session will provide ideas and information on required unpaid meal policies to include anti-shaming rules as well as options to mitigate excessive account school nutrition balances.
Endeavor Verbal Judo – Part 1 Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insur- ance 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, per- form professionally under all conditions and achieve the desired come.
12:30 – 1:30 Luncheon Fore Deck
Alaska Native Yup’ik Choir Performed by: Alaska Native Culture Charter School Students Veronica Kaganak,
Speaker: Anthony Dragona, Ed.D, RSBA, President, ASBO International
1:45 – 2:30 Sectionals
Voyager Alphabet Soup: How do FSAs, HRAs, and HSAs Work Together and What is Best for My School District? Presenter: Scott Florsheim, Alaska State Manager, American Fidelity This session will go through the differences of each IRS tax qualified plan with ad- vantages and disadvantages of each.
Quadrant Chart of Accounts Presenters: Luke Fulp, SFO, Assistant Superintendent of Business and Operation, Mat–Su School District and Elwin Blackwell, School Finance Manager, Alaska De- partment of Education & Early Development ALASBO has established an ad hoc committee to work on proposed revisions to the State Chart of Accounts (COA). This discussion group would like feedback in re- gards to What codes are missing? What descriptions are missing? What should be eliminated? Please bring your questions to this discussion group.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Tuesday, December 5, 2017 1:45 – 2:30 Sectionals (continued)
Whitby Communicating Your Financials to the Board Presenter: Tammy White, CORE, Inc. 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 Obstacles are Really Opportunities Presenter: Anthony Dragona, Ed.D, ASBO International President This presentation will take you on the journey of a Union City, NJ school district from the verge of State takeover to high student performance and fiscal excellence. In the most densely populated city in the United States, 1.4 sq. miles, it can be challenging to serve 14,900 student in 14 schools buildings. Add to that a student population that is 94% hispanic, 38% limited English proficient, 18% special needs, yet is now celebrated as a high performing urban school district in New Jersey. As a result of a NJ Supreme Court ruling, all 3 and 4 years olds have free full day pre-school education, and over $450 million in new school facilities have been built. The district also embraced the Community Eligibility Provision so that all student eat breakfast, lunch and dinner/snack for free.
Resolution Procurement Rules – Federal Grant Compliance Presenters: Eric Campbell, CPA, Partner and Alex Beckman, CPA, Partner, BDO The Office of Management and Budget (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards is now effective. Learn about the federal government’s guidance on administrative requirements as a key component to more effectively focus federal resources on improving performance and outcomes while ensuring the financial integrity of taxpayer dollars.
Adventure Successful Teams Presenter: DeeDee Jonrowe DeeDee Jonrowe will talk more about the make-up of teams. What are the characteristics of functional versus non-functional teams? You'll also have a chance for Q&A with DeeDee.
Endeavor Verbal Judo – Part 2 Presenter: Greg A. Russell, Police Consultant, Alaska Municipal League Joint Insurance Association (AMLJIA) This session will introduce more advanced strategies to resolve difficult situations, building on the techniques covered in the Part 1 sectional presented earlier during this conference and in previous years.
2:45 – 3:30 Discussion Groups: Informal discussions with plenty of Q&A
Whitby ASBO’s Reporting Recognition Programs Facilitator: Ryan Ghizzoni, Treasurer/CFO, Berea City School District, Berea, Ohio ASBO International offers two peer-reviewed recognition programs for achievement by
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Tuesday, December 5, 2017 2:45 – 3:30 Discussion Groups (continued)
the school business office team: The Certification of Excellent in Financial 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.
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, since DEED has restructured in recent years? This session will provide an open discussion of DEED programs and structure.
Resolution 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 re- gards to Impact Aid, this discussion group will surely have the answers.
Easter Island Online Collaboration for School Business Facilitator: Lora Jorgensen, Director, Ed Connector, Coalition for Education Equity ALASBO members have access to two specialized resource and networking Plat- forms, ED Connector (Alaska Only) and ASBO’s Global School Business Network (GSBN). These are an FREE interactive portal where school administrators can: 1) share quality tools and resources; 2) rate and track vendor support; and, 3) collabo- rate with peers statewide. Learn how these resources can save your district time and money.
Voyager P-Card Management Facilitators: Sandy Daws, Business Manager, Kodiak School District and Lucy Nel- son, Director of Administrative Services, Northwest Arctic 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.
Quadrant Travel Strategies Panel Facilitators: Cassee Olin, SFO, Business Manager, Sitka School District and Holly Holman, Business Manager, Unalaska School District This discussion group will talk about travel strategies that are performed throughout the State of Alaska. This group will discuss possible ways to help with coordinating travel along with insurance questions about travel.
Adventure Tricky Payroll Issues Facilitators: Sarah Jahn, Finance Officer and Kelley Fink, Payroll Supervisor, Juneau School District An informal but highly informative discussion of what you need to know to get payroll done correctly. How are other districts handling their processes? Come to this ses- sion to ask your questions and learn from your colleagues.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Tuesday, December 5, 2017 3:45 – 4:30 Sectionals
Endeavor Audit Preparation Presenter: Grant Todd, CPA, Partner, Altman Rogers & Co. A review of common audit preparation steps for your State or Federal single audit. Learn about the responsibilities of school district staff and the auditors.
Whitby Business Manager/Superintendent Communication Presenter: Lisa Skiles Parady, Executive Director, ACSA Your relationship with your supervisor is one of the most important factors in suc- cessful job performance and job satisfaction. This session will discuss how busi- ness managers can develop and maintain good communications with their superin- tendents.
Voyager Foundation 101 Presenter: Mindy Lobaugh, School Finance Specialist, Alaska Department of Edu- cation and 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.
Adventure General School Security Presenters: Joe Schmidt, Senior Director and Stephen Brown, Coordinator, Securi- ty, Safety & Emergency Preparedness, Anchorage School District This session is to help you manage your ability to deal with any possible emergency situations and provide the tools to deal with unforeseen emergencies. In addition, the session will give you insight into managing your district-wide security and stu- dent safety process and procedures.
Resolution Google Tools for Effective Internal Collaboration 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 through- out your organization.
Quadrant Procurement Rules – Federal Grant Compliance Presenter: Katie Stachow, Audit Manager, Altman, Rogers & Company Attendees will learn about the difference between the OMB A-133 Federal Single Audit and the new 2 CFR 200 Uniform Guidance. Auditees will be presented with common audit deficiencies related to the new guidance and suggested policies and procedures for implementation. Frequently asked questions such as “what is the auditor looking for” will be addressed.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Tuesday, December 5, 2017 3:45 – 4:30 Sectionals (continued)
Easter Island Standard Operating Procedures/AIM Presenters: Melody Douglas, SFO, Consultant and Amy Lujan, SFO, Executive Director, ALASBO Are you looking for ways to improve the efficiency of your business office and implement best practices? Learn how you can benefit from the experience and many hours of work of your ALASBO colleagues by using the ALASBO Improvement Model (AIM)! Get the latest information on updates to AIM and find out how to use the AIM tool at your own pace. In addition, an update on the development of Standard Operating Procedures (SOPs) to support AIM will be provided to participants.
5:00 – 7:00 Reception Sponsored by: BDO USA, LLP Quarter Deck
Banquet, Ugly Sweater Contest, Casino and Karaoke Nigh
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 6, 2017 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: West Anchorage High School Choir, Gabrielle Wibbenmeyer, Director
Welcoming Session
9:00 – 10:00 General Session Fore Deck Legislative Update Presenters: Lisa Skiles Parady, J.D., Ed.D., Executive Director, Alaska Council of School Administrators; Dave Jones, ALASBO Legislative Committee Chair and Assistant Superintendent, Kenai Peninsula Borough School District and Pat Pitney, Director of Office of Management and Budget, Stat This session will be an interactive discussion of the state’s fiscal challenges and the proposals that are expected which will impact education funding. Education funding is one of the biggest items in the state budget, so it will definitely come under scrutiny by those calling for additional budget cuts. Prepare to provide input to the dialogue during the upcoming legislative session!
10:15 – 11:00 Sectionals:
Resolution Best Practices with Credit Cards Presenters: Holly Wallace, Member Relations Specialist, 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.
Adventure Communicating Your Budget Presenters: Jim Anderson, Chief Financial Officer and Senior Director and Andy Ratliff, Director of Management and Budget, Anchorage School District This section will focus on strategies to effectively communicate 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.
Quadrant FLSA legal issues: Exempt or Not Exempt, that is the question (and many others) Presenter: Allen Clendaniel, Partner, Sedor, Wendlandt, Evans, & Filippi This sectional will cover overtime and straight time issues under the Fair Labor Standards Act that can affect non-certified school district employees.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Wednesday, December 6, 2017 10:15 – 11:00 Sectionals (continued)
Easter Island GASB Update Presenter: Sam Thompson, Assurance Senior Manager, BDO A general update regarding the Governmental Account Standards that have been issued or are due to be implemented and how they affect school districts.
Endeavor Hands-Only CPR (repeated, 11:15 - noon) Presenters: Kristin Luby, Senior Development Director, Sunni Danielowski, Youth Marketing Director, Anchorage American Heart Association and Jodi Herte, Survivor Hands-Only CPR Can Save Lives. Most people who experience cardiac arrest at home, work or in a public location die because they don't receive immediate CPR from someone on the scene. As a bystander, don't be afraid. Your actions can only help. This session will demonstrate how to do hands-only CPR.
Fore Deck Legislative Process 101 Presenters: Lisa Parady, J.D., Ed.D. and Executive Director, Alaska Council of School Administrators and Dave Jones, ALASBO Legislative Committee Chair and Assistant Superintendent, Kenai Peninsula Borough School District Learn about how to follow and provide input to the legislative process during the session. The proposed ACSA Joint Position Statements will be reviewed. Topics that are likely to be raised during the session will be discussed.
Voyager The Cost of Teacher Turnover Presenters: Dayna DeFeo, Director and Diane Hirshberg, Professor, Center for Alaska Education Policy Research at ISER This presentation discusses the fiscal costs of teacher turnover in Alaska. By breaking the activities associated with turnover into 6 cost categories (separation, recruitment, hiring, induction and training, preparation, and performance productivity) the Center for Alaska Education Policy Research at ISER compiled the activities performed, and the per-teacher cost of turnover to Alaskan school districts.
Whitby What Just Happened?! Avoiding Costly Mistakes with Good Documentation Presenter: Carleen Mitchell, Administrative Manager, Alaska Public Entity Insurance If your organization is hit with an employee grievance, lawsuit or EEOC complaint, good documentation can mean the difference between a lengthy and expensive investigation and quick resolution. Learn about what actions should be documented, basic guidelines for documentation and common mistakes to avoid.
11:15 – 12:00 Sectionals:
Whitby ACSA Negotiated Agreements Database Presenters: John M. Sedor, Consultant and Lisa Skiles Parady, Executive Director, ACSA The Alaska Council of School Administrators (ACSA) has developed a database of negotiated agreements from Alaskan districts. Learn how you can use this tool to prepare for negotiations in your district.
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Wednesday, December 6, 2017 11:15 – 12:00 Sectionals: (continued)
Voyager Communications – Digital Platforms Presenter: Pegge Erkeneff, Communication Liaison, Kenai Peninsula Borough School District How can you choose the best way to communicate when multiple social media platform and news sources are available to share critical information and positive stories about our schools? Learn tips and ask questions about how you can best deliver quality communications that make connections. Every opportunity to communicate with our staff, students, families and local communities is a chance to be transparent and relevant.
Endeavor Hands-Only CPR (repeat of 10:15 - 11:00 session) Presenters: Kristin Luby, Senior Development Director, Sunni Danielowski, Youth Marketing Director, Anchorage American Heart Association and Jodi Herte, Survivor Hands-Only CPR Can Save Lives. Most people who experience cardiac arrest at home, work or in a public location die because they don't receive immediate CPR from someone on the scene. As a bystander, don't be afraid. Your actions can only help. This session will demonstrate how to do hands-only CPR.
Adventure The Alaska Health Care Authority (HCA) Feasibility Study Presenter: Natasha Pineda, Deputy Health Official, Alaska Department of Administration The Alaska Health Care Authority (HCA) feasibility study. Senate Bill 74, the Medicaid Reform and Redesign Bill, was passed by the Alaska State Legislature in April 2016 and signed into law. Among the provisions of the bill was a requirement for the Department of Administration to oversee a study of the feasibility of a Health Care Authority for Alaska. The reports were released in late August and can be viewed here: http://www.alaska.gov/hca.
Quadrant Internal Controls Presenters: Eric Campbell, CPA, Partner and Alex Beckman, CPA, Partner, BDO Brief overview of the most common deficiencies over internal controls noted in the school district environment and discussion based suggestions for improving controls when segregation of duties is limited.
Resolution Purchasing & RFPs Presenters: Ashley Bjornson, Director of Finance and Beth Munson, Purchasing Supervisor, Mat-Su Borough School District RFPs are a valuable tool to use when cost is not the sole deciding factor for the award of a contract. This session will cover the RFP writing and evaluation process.
12:15 – 1:45 Luncheon and Annual Meeting Fore Deck • Membership • Election of Officers • School Business Academy Recognition • School Business Official of the Year Award • Drawings and Door Prizes
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ALASKA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CONFERENCE AGENDA
Wednesday, December 6, 2017 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
NOTES
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**For Approval by the ALASBO membership at the 2017 Annual Meeting**
Alaska Association of School Business Officials
December 7, 2016
Minutes of Annual Membership Meeting Hotel Captain Cook
President Mark Vink called the meeting to order at 12:40 pm and welcomed the membership to the 2016 Annual Meeting.
Secretary Cassee Olin presented the minutes from the 2015 Annual Meeting, referencing the minutes as printed on pages 51 and 52 of the Conference Booklet. Tammy White moved and Robin Mullins seconded to approve the minutes of the December 9, 2015, meeting. The voice vote by the membership was unanimous.
Treasurer Krystian Roehl was not able to present the Treasurer’s Report; President Mark Vink did so in her absent. Mark reported that as of November 30, 2016, ALASBO had a balance of $112,128.53 in the checking account and $25,192.48 in the savings account. The Treasurer’s Report was accepted as presented.
Legislative Committee Chair Dave Jones presented the 2017 Proposed ACSA Joint Position Statements. Dave thanked Amy Lujan and Holly Holman for their work on the JPS committee. He reported that ALASBO had collaborated with ACSA the last few years for these Joint Position Statements. David Means moved to approve the Joint Position Statements as presented and Liz Hayes seconded the motion. The voice vote by the membership was unanimous.
Awards Committee Member Holly Holman announced the 2016 award recipients:
Lowell Thomas Freeman Professional Development Grant Liz Hayes, Kenai Peninsula Borough School District
Dick Swarner Shaping the Future Leadership Grant Kristy Andrews, Cordova School District Krystian Roehl, Southwest Region School District
Mack Easton Memorial Scholarship Amber Lenard, Glennallen High School Carolyn Kinzie, Service High School
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President Mark Vink asked Robin Mullins, Chair of the Nominations Committee to present the nominations for the open 2017 Board of Director positions:
President – Holly Holman, Unalaska City School District President Elect – Cassee Olin, Sitka School District Secretary – Carl Horn, Nenana City School District Director, Seat A – Alicia Campbell, Mat-Su Borough School District Director, Seat B – Lila Krosschell, North Slope Borough School District Director, Seat C – Meridith, Boman, AK Department of Education & Early Development Director Seat F – Ryan Ayars, Southwest Region School District
No additional nominations from the floor were received. Tammy White moved to approve the proposed slate of nominees and Jim Farrington seconded the motion. The voice vote from the membership was unanimous. ASBO Vice President Jennifer Bolton Carls administered the oath of office to the 2017 ALASBO Board.
President Mark Vink thanked the ALASBO membership for their hard work and passed the gavel to Holly Holman.
President Holly Holman announced her theme for the 2017 conference: “Pulling Together for Alaska’s Youth.” Holly noted we are a family through the good times and the bad and that we as ALASBO are ready to pull together through the fiscal challenges for our Alaskan youth.
Luke Fulp moved to adjourn the meeting and Mark Vink seconded the motion. The 2016 ALASBO Annual Meeting adjourned at 12:57 pm.
Kim Johnson, Delta Greely School District, received the ALASBO 2016 School Business Official of the Year Award.
Respectfully submitted,
Cassee Olin Secretary
Page 5 ALASBO 2017 P a g e 53 ALASBO - Year-By-Year 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 May 1994 Professional Commitment - Let's Give a Little Back President: Dennis Niedermeyer, Lake and Peninsula Borough SD
Page 5 ALASBO 2017 P a g e 54 ALASBO - Year-By-Year 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 2017 P a g e 55 Significant Events in the History of the Alaska Association of School Business Officials
1974 ALASBO founded by Lowell Thomas
1975 By-Laws
Incorporated in State of
1976 Established Accounting, Basic Foundation Program Study, By-Laws, Conference Educational, Legislative, and Nominations
1977 First Treasurer
ALASBO President starts attending ASBO Annual
Post-conference Board Meeting
Exhibitors invited to participate in Annual
1980 ALASBO establishes Executive Director
Scholarship Committee
ALASBO begins sending president to ASBO Annual Leadership
1981 ALASBO included in Department of Education
Duane Oliphant appointed Executive
1982 Tom Freeman elected to ASBO Board of
1983 ALASBO holds first Board Meeting via
ALASBO invited by DOE to review State Finance Study
1984 Guy Belleville appointed Executive
1985 Tom Freeman candidate for ASBO Vice
1986 Duane Oliphant appointed Executive
1987 Tom Bibeau appointed Executive
1989 Mack Easton Memorial Scholarship
1991 ALASBO invited by DOE to participate in Chart of Accounts
President Laraine Glenn appointed to Special Presidential Committee of
1992 Tom Wolfe appointed Executive
1993 ALASBO joins Alaska Council of School
1994 ALASBO contracted with DOE to revise Chart of
Walt Ramsey appointed Executive
1995 Tom Freeman appointed Executive
1996 ALASBO Newslink
Tom Bibeau appointed Executive
1997 Professional Development Grants
Lowell Thomas ‘Tom’ Freeman, Richard ‘Dick’ Swarner, Duane Oliphant, and John Rogers named honorary lifetime
1998 Annual Conference moved from April to
Exhibitors Committee
Website
ALASBO’s 1st Summer Meeting held in Seward, with a skills training
Melody Douglas appointed Executive
1999 ALASBO established Board/District
ALASBO contracted by EED to develop OASIS
Blood Bank of Alaska blood drive initiated at Annual
Exhibitors Professional Development Grant
School Business Official of the Year award program initiated, sponsored by
Page 5 ALASBO 2017 P a g e 56 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
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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
Whatever we ACCOMPLISH belongs to our ENTIRE GROUP, a tribute to our COMBINED EFFORT
‒Walt Disney
Page 5 ALASBO 2017 P a g e 58 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 2017 recipients of $1,000 scholarships were: • Brian Dusek, Soldotna High School • Taylor Holman, Unalaska High School
Richard “Dick” Swarner Shaping the Future Leadership Grant – Named for a deceased Kenai Peninsula Borough School District business official, another 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
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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., pro- vides 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
Sponsored by CORE, Inc.
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School Business Official of the Year Award – Nominations are accepted each fall for this prestigious award, sponsored by PenAir. The recipient is selected by a committee made up of past recipients of the award.
PenAir is proud to be the “official” airline sponsor of
ALASBO’s
School Business Official of the Year Award
Congratulations to all past recipients: 1999 Dennis Niedermeyer Lake and Peninsula Borough School District 2000 Isabelle Harrington Iditarod Area Schools 2001 Clara Langton Nome Public Schools 2002 Lucienne Smith North Slope Borough School District 2003 Tammy White Yukon-Koyukuk School District 2004 Braxton “Eddy” Jeans AK State Dept. of Education and Early Development 2005 Loreen Kramer Copper River School District 2006 Kerry Jarrell Bering Strait School District 2007 Melody Douglas Kenai Peninsula Borough School District 2008 Laura Hylton Lake and Peninsula Borough School District 2009 Janet Stokesbary Anchorage School District 2010 René Spracklen Copper River School District 2011 David Means Juneau School District 2012 Dave Jones Kenai Peninsula Borough School District 2013 Jenny Martens Lower Yukon School District 2014 Holly Holman Unalaska City School District 2015 Laurie Olson Kenai Peninsula Borough School District 2016 Kim Johnson Delta/Greely School District
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