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Wednesday Breakout Sessions: 9:00 AM - 10:00 AM | 10:10 AM - 11:10 AM | 11:30 AM - 12:30 PM | 3:15 PM - 4:15 PM
Thursday Breakout Sessions: 9:45 AM - 10:45 AM | 1:15 PM - 2:15 PM | 2:30 PM - 3:30 PM | 3:45 PM - 4:45 PM
Some session handouts are available for download on peer2peer. They are available in the 2013 Annual Conference Group. Use this how-to document on how to access the handouts.
Accounting and Audit Update
Accounting Auditing & Financial Reporting (FRM) | Knowledge
A discussion of the new accounting standard on pensions, as well as other emerging accounting and auditing topics.
Moderator: Sean P. Carney, Dir./Business Services, Adlai E. Stevenson HSD 125. Member since 09/2008
Speaker(s): Bert G. Nuehring, Partner, Crowe Horwath LLP. Member since 03/1991
James White, Senior Manager, Baker Tilly Virchow Krause, LLP. Member since 01/2009
Shared Services
Budgeting & Financial Planning (FRM) | Nirvana B
As school districts prepare their budgets, come hear how several districts have benefited from shared services, including everything from healthcare to food service.
Moderator: Anne M. Roth, Payroll/AP Coordinator, West Northbrook SD 31. Member since 09/2008
Speaker(s): Mel Diaz, Area Senior Vice President, Gallagher Benefit Services, Inc. Member since 04/2012
Sarah J. Johnson-Millon, Business Manager, Hillside SD 93. Member since 08/1997
Eric M. Miller, Dir./Finance & Operations, Skokie SD 69. Member since 04/2010
The Dodd Frank Act: What Every School Finance Team Needs to Know - Part 1
Cash Mgmt, Investments & Debt Mgmt (FRM) | Nirvana C
The first portion of this two part seminar will review changes to date stemming from the Dodd Frank Wall Street Reform and Consumer Protection Act that was approved by Congress in July of 2010. The Act expands the jurisdiction of the MunicipalSecurities Rulemaking Board (MSRB) from broker-dealers to municipal advisors as well as an array of financial products, notably municipal derivative and investment contracts. The Act requires that municipal advisors be registered with the SEC, similar to the registration requirement for broker-dealers. The Act authorizes the MSRB to adopt rules that provide professional standards for municipal advisors consistent with their duty to municipal issuers. How Rules for Municipal Advisors are being proposed, amendments and updates to MSRB Rules G-23, G-17 and their affect on school district issuers will be discussed.
Moderator & Speaker: Fenil J. Patel, Vice President, PMA Financial Network, Inc. Member since 03/2000
The Financial Impact of Healthcare Reform
Human Resource Management (HRM) | Connection
Learn about healthcare reform including penalties, subsidies and finding your financial "sweet spot."
Moderator: Lisa Yefsky, Area Senior Vice President, Gallagher Benefit Services, Inc. Member since 05/2003
Speaker: Keith Friede, V.P./Training & Org. Development, Stanton University. Nonmember
A Conversation on Declining EAV: Community Impact, Revenues & Levy Strategies
Legal Issues (EE) | Innovation
With property values in decline a new reality is emerging in districts subject to the PTELL. Tax rates are increasing, some even exceeding their maximum rate limit per fund, to make up for the loss in EAV. Property owners are facing lower market values and higher tax rates. Join this discussion of best practices for effectively communicating this phenomenon to the community and developing strategies for stabilizing or reducing tax rates without permanently handicapping revenue generation.
Moderator: Mark D. Crotty, Business Manager, Sunnybrook SD 171. Member since 10/2009
Speaker(s): Ares G. Dalianis, Partner, Franczek Radelet P.C. Nonmember
Elizabeth M. Hennessy, Partner, William Blair & Company, LLC. Member since 06/1988
School Finance Basic Expenditures
Principles of School Finance (FRM) | Imagination
Come and learn the basics of school district expenditures including account code structure, the State Budget Form and vendor reporting.
Moderator: Paul A. Seymour, Retired School Business Official. Member since 01/2002
Speaker(s): Susan L. Husselbee, Dir./Fiscal Services, Niles Twp. HSD 219. Member since 07/2000
Kathy Zalewski, Comptroller, Evanston-Skokie CCSD 65. Member since 09/2001
School Funding Summit: Will This Be Another Summer of Our Discontent?
Public Policy & Intergovernmental Relations (EE) | Nirvana A
Several significant education groups plan to meet this summer for a School Funding Summit. Come and learn who will be there, what they will be discussing, what they hope to accomplish and what we might expect to come out of this potentially historic meeting. Give them your own ideas to take with them. While ultimately the Legislature and Governor will need to take action, hopefully this meeting will result in a road map for school funding improvements.
Moderator: Curtis J. Saindon, Assistant Superintendent, Frankfort CUSD 157-C. Member since 09/1996
Speaker: Michael A. Jacoby, Ed.D., SFO, CAE, Executive Director, Illinois Association of School Business Officials. Member since 02/1985
Social Media Risks and Solutions
Risk Management (AS) | Euphoria
As adults, we are not too old to be “intuitive” when it comes to social media. Come and safely learn how to swim in the waters of technology so you can help those that are already in the deep end! In this session, we will identify & tame social media risks while learning how to provide a safer learning environment with the help of technology.
Bring your tablets, smart phones, laptops, and other devices as we will be covering facebook, twitter, YouTube, and cell phone “apps.”
Moderator: Dean L. Gerdes, Ex. Dir./Business Services, Evergreen Park Elem. SD 124. Member since 01/2006
Speaker: Paul D. Timm, President, RETA Security, Inc. Member since 04/2005
The Dodd Frank Act: Changes to Banking Regulations That Impact Your District - Part 2
Cash Mgmt, Investments & Debt Mgmt (FRM) | Nirvana C
Continue the discussion regarding the impact of the Dodd-Frank Act and learn how therequirements have changed the banking industry. The session will explore what affect the changes may have on your banking relationships, the security of your funds and your district’s bottom line. In addition, we will review recent changes to FDIC insurance limits and collateralization approaches and discuss how best to minimize your risk while maximizing yields.
Moderator: Fenil J. Patel, Vice President, PMA Financial Network, Inc. Member since 03/2000
Speaker(s): Aimee L. Briles, Vice President, Wintrust Government Funds. Member since 12/2003
Julie L. Conenna, Vice President, Bank of America. Nonmember
Mars Meets Venus: Understanding Gender Communication Differences and Working Together
Leadership Development (HRM) | Nirvana B
Understanding the communication differences between men and women can be an indispensable guide to opening the lines of dialogue and providing practical solutions in the workplace. Learn strategies for dealing with gender differences while having fun during this interactive presentation.
Moderator: John N. Benedetti II, Business Manager, Lake County High School Tech. Campus 849. Member since 11/2006
Speaker(s): Lauri G. Calabrese, Asst. Supt./Finance, LaGrange Elem. SD 102. Member since 01/1994
Wendy J. Flaherty, Dir./Public Finance, Fifth Third Securities. Member since 10/2002
William Harkin, Assoc. Supt./Business Services, Wauconda CUSD 118. Member since 01/1992
Bradley L. Shortridge, Asst. Supt./Finance & Op., Genoa-Kingston CUSD 424. Member since 08/2006
Advertising and Sponsorships: How Far Does the Law Allow Schools to Go?
Legal Issues (EE) | Imagination
In today's environment of shrinking revenues and expanding costs, all schools are searching for new, reliable sources of revenue. Advertising and sponsorships, if done correctly, can legally provide schools with a vital revenue source. Learn about what schools can and cannot do when contracting with private and public sector entities for advertising and sponsorships.
Moderator: Jacqui Parisi, Asst. Supt./Business Services, Maywood-Melrose-Broadview SD 89. Member since 09/2005
Speaker(s): Kenneth M. Florey, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 08/2001
Howard A. Metz, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 06/2012
Resolving Construction Disputes Before, During & After the Project - Part 1
Planning & Construction (FM) | Euphoria
Small construction project disputes can quickly turn into large problems costing owners, architects, construction managers and contractors time and money. Learn how to effectively resolve these disputes from a panel of experts.
Moderator: Kurt J. Hintz, Business Development Manager, Performance Services, Inc. Member since 03/2008
Speaker(s): David J. Binkley, Dir./Business Development, The George Sollitt Construction Co. Member since 01/1995
Lorence H. Slutzky, Principal, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 02/1986
Jan T. Taniguchi, C.E.O./Managing Principal, STR Partners LLC. Member since 01/1996
School Finance Revenue Basics: Property Taxes and Concepts in Borrowing
Principles of School Finance (FRM) | Innovation
Learn the basics of the Property Tax Cycle and short and long term borrowing and how they are impacted by the current economic conditions.
Moderator: Jessica L. Donato, Chief Business Official, Schiller Park SD 81. Member since 09/2004
Speaker(s): Nora S. Joyce, Vice President, William Blair & Company, LLC. Member since 04/2007
David T. Lawson, Dir./Finance, McHenry CHSD 156. Member since 09/2003
Stephen W. Miller, Sr. Financial Advisor, PMA Financial Network, Inc. Member since 02/2000
PERA and SB7: Why Were They Passed? What Will Be the Consequences?
Public Policy & Intergovernmental Relations (EE) | Nirvana A
Understand the political process behind the passage of PERA and SB7 in Illinois and their implementation into law. Come and gain a broader view of these two laws that will significantly change our work as educators.
Moderator: Vickie L. Nissen, Asst. Supt./Finance, DuPage County SD 45. Member since 03/1993
Speaker(s): Richard J. Voltz, Assoc. Dir./Prof. Dev. & Induction/Mentoring, IL Association of School Administrators (IASA). Member since 01/1999
Mobile Devices: Closing the Achievement Gap!
Technology (IM) | Connection
Come and learn from the experiences of Berwyn South School District 100, who has been 100 percent 1:1 since August 2012, giving over 4,000 K-8 students access to a mobile device. Teachers have been able to differentiate lessons and personalize instruction for individual students, and students explore their own interests and learn through innovative, real-world classroom experiences. Hear how this low income, high minority district in the lowest quartile per student expenditures is closing the achievement gap.
Moderator: Bill Spakowski, Managed Services Account Mgr., Single Path, LLC. Member since 03/2008
Speaker(s): David Fortner, Integrity Schools, Inc. Member since 02/2013
Upgrading and Updating the Technology in Your Transportation Program
Transportation (AS) | Knowledge
Find out what’s new in technology both on and off of your bus! See what new tools can help you become an innovator in communicating with your buses, your students families and what can help you be more efficient and safe.
Moderator: Lawrence R. Martinez, Dir./Transportation, Homer Elem. SD 33C. Member since 01/2004
Speaker: Ken Surma, Director of Operations, Troy School District 30-C
Financial Updates and Reports: Does Your Board Understand You?
Accounting Auditing & Financial Reporting (FRM) | Nirvana A
Learn from examples of how different districts communicate financial information to their Boards and communities.
Moderator: Jamie N. Rachlin, Managing Director, BMO Harris Bank N.A. Member since 07/1996
Speaker(s): Mary B. Kalou, Assistant Superintendent, Maine Twp. HSD 207. Member since 01/1994
Stacey L. Mallek, Asst. Supt./Business, Arlington Heights SD 25. Member since 12/1995
Hillarie J. Siena, Asst. Supt./Business Affairs, Glenbrook HSD 225. Member since 02/2000
Pension Reform Shockwaves
Human Resource Management (HRM) | Nirvana B
Take part in a presentation and discussion focused on recent public pension reform measures affecting the Teachers' Retirement System and the Illinois Municipal Retirement Fund.
Moderator: Eric DePorter, Dir./Operations, LaGrange Highlands SD 106. Member since 08/2009
Speaker: Andrew A. Malahowski, Partner, Franczek Radelet P.C. Nonmember
Are You Compliant? An Overview of Facility Management Regulations
Maintenance & Operations (FM) | Innovation
What is the Life Safety Code? Why is the Illinois Department of Labor knocking at my door and mentioning this OSHA stuff? The Global Harmonized System training is required by December 2013, seriously? Seriously. This session is designed to provide awareness of current regulations and programs related to facility management. It will provide a brief introduction of topics that every school district should be aware of including Life Safety, IDOL/OSHA programs, integrated pest management and the soon to be required Globally Harmonized System (GHS) for classification and labeling of chemicals. The attendee will gain an introductory understanding of regulatory requirements that are covered in more detail during the full day Environmental Health and Safety Seminar that is offered through the IASBO during the year.
Moderator: Beth R. Dever, Business Manager, Avoca SD 37. Member since 02/1998
Speaker(s): Keith D. McLean, Dir./Buildings & Grounds, Rich Twp. HSD 227. Member since 06/2003
Robert B. Rottersman, Senior Manager, ENVIRON. Member since 10/2000
Resolving Construction Disputes Before, During & After the Project - Part 2
Planning & Construction (FM) | Euphoria
Small construction project disputes can quickly turn into large problems costing owners, architects, construction managers and contractors time and money. Learn how to effectively resolve these disputes from a panel of experts.
Moderator: Kurt J. Hintz, Business Development Manager, Performance Services, Inc. Member since 03/2008
Speaker(s): David J. Binkley, Dir./Business Development, The George Sollitt Construction Co. Member since 01/1995
Lorence H. Slutzky, Principal, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 02/1986
Jan T. Taniguchi, C.E.O./Managing Principal, STR Partners LLC. Member since 01/1996
Legislative Hot Topics
Public Policy & Intergovernmental Relations (EE) | Nirvana C
Get an update on the legislative issues that have been keeping you up at night! Come and hear an insider's view on the latest legislative activity in Springfield and how it affects your school district.
Moderator: Rebecca J. Allard, Business Manager, Park Ridge Niles CMCSD 64. Member since 01/1983
Speaker(s): Robert G. Grossi, Treasurer, Bloom Twp. Trustees of Schools.
Buyer Beware: Avoiding Bidding Pitfalls - Part 1
Purchasing (MSM) | Imagination
Public bidding can be complicated and full of operational and legal hurdles. Learn how to recognize bidding problems before they blow up, how to maneuver around these problems and how to keep your district out of court.
Moderator: Janet L. Fisher, Purchasing/School Nutrition, Comm. Cons. Sch. Dist. 59. Member since 06/2006
Speaker(s): Kenneth M. Florey, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 08/2001
Howard A. Metz, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 06/2012
Shuffling the Deck: How Special Education Cooperatives Have Modified Their Financial Structures
Special Education: Administration & Finance (FRM) | Connection
Many special education cooperatives are being asked to restructure to bring more transparency to how member districts use their services and more accountability for related funding. Come and bring your questions about how to achieve this within your own district.
Moderator: Sam Cannata, Asst. Dir./Business, SASED. Member since 05/1994
Speaker(s): Seth Chapman, Dir./Business Services & Facilities, Northern Suburban Special Education District. Member since 10/2004
Kathy M. Gavin, Dir./Fiscal Services, Niles Twp. Dept. of Special Ed. Member since 12/2007
Donald J. Leonard, Dir./Business Services, LaGrange Area Dept. of Special Ed. Member since 02/2000
Getting to the Cloud Successfully!
Technology (IM) | Knowledge
Explore in more detail the specifics of cloud computing. Get answers to your questions including: Why and how can you leverage cloud computing for your district? What applications should you move and what is the cost or benefit of doing so? Who are the primary providers in education? What is free and what do you pay for? Also, learn some practical things to consider before moving to the cloud.
Moderator: Kevin L. Dale, Business Manager, Rochelle Twp. HSD 212. Member since 09/2004
Speaker(s): Mike Cloud, Dir./Ed. & Public Sector Solutions, Peters & Associates. Member since 01/2006
Christine E. Haeggquist, Account Specialist, Computer Information Concepts, Inc. Member since 04/1992
Francis E. Zelek, Dir./Technology, Oregon CUSD 220. Member since 11/2008
Panel Discussion on Recent Negotiations
Accounting Auditing & Financial Reporting (FRM) | Knowledge
The need for accountability in public education is at an all time high. Funding for education in the state of Illinois continues to be a challenge. Listen to how school districts have successfully negotiated agreements with unions during these trying times.
Moderator: Tera A. Wagner, Acct. Supervisor/Internal Auditor, Crete-Monee CSD 201-U. Member since 02/2012
Speaker(s): Robert J. Ciserella, Asst. Supt./Finance, Facilities & Op., Glen Ellyn SD 41. Member since 09/2001
Ric C. King, CPA, Asst. Supt./Business Services, Schaumburg CCSD 54. Member since 06/1995
John T. Reiniche, Asst. Supt./Business, Orland SD 135. Member since 09/1998
Mary Werling, Asst. Superintendent/Business, Glenview CCSD 34. Member since 11/2006
Budgeting for Capital Developments
Budgeting & Financial Planning (FRM) | Nirvana B
Explore how to effectively and intelligently develop and fund budgets for capital improvements within your district.
Moderator: Kaleb E. Holt, Associate, Client Development, Gallagher Benefit Services, Inc. Member since 09/2012
Speaker(s): David Bein, Exec. Dir./Business Services, East Maine SD 63. Member since 08/2006
Bradley A. Paulsen, V.P./PK-12 Education Practice Ldr., Wight & Company. Member since 10/1995
Running Successful Referendums
Cash Mgmt, Investments & Debt Mgmt (FRM) | Nirvana C
In light of dwindling state resources, learn from the success of Wilmette Public Schools in passing a referendum for a limiting tax increase. Learn about recent legal developments that change the way the referendum question is asked, when the resolution must be filed and other factors. Take away key ingredients for a successful referendum including the campaign process, what the board can and cannot say, the role of technology and how to stay focused on your message.
Moderator: Elizabeth M. Hennessy, Partner, William Blair & Company, LLC. Member since 06/1988
Speaker(s): Elizabeth M. Hennessy, Partner, William Blair & Company, LLC. Member since 06/1988
Raymond Lechner, Superintendent, Wilmette Elem. SD 39. Nonmember
Navigating Your Career - How to Prepare for Your Next Big Role
Human Resource Management (HRM) | Euphoria
A panel of experts will discuss operating various size districts and the inherent demands. Find out what it takes to be effective as these experts share their experiences.
Moderator: Kyle B. Zake, V.P./American Division, AXA Advisors, LLC. Member since 03/2007
Speaker(s): Susan L. Birkenmaier, Superintendent, Lemont-Bromberek SD 113A. Member since 04/1991
Raymond L. Costa, Dir./Business, Beach Park CCSD 3. Member since 10/1997
Susan L. Harkin, Chief Financial Officer, Comm. Unit Sch. Dist. 300. Member since 07/2003
Julie A. Jilek, Dir./Business Services & Facilities, Northwest Suburban Spec. Ed. Org. Member since 03/2000
Debra M. Parenti, Assoc. Supt./Finance & Operations, Twp. High Sch. Dist. 214. Member since 04/1981
Legal Issues and Legislation that Demand Your Attention
Legal Issues (EE) | Innovation
What current legal issues are most likely to have an impact on your school district? What recently passed or pending legislation demands your attention? Highly regarded veteran attorneys in the practice of school law share their wit, wisdom and insight in a presentation as entertaining as it is informative.
Moderator: Linda M. Jeffers, Business Manager, Indian Springs SD 109. Member since 07/2003
Speaker(s): G. Robb Cooper, Partner, Ottosen Britz Kelly Cooper & Gilbert, LTD. Nonmember
A. Lynn Himes, Partner, Scariano, Himes, & Petrarca, CHTD. Nonmember
Legislative Update
Public Policy & Intergovernmental Relations (EE) | Nirvana A
Usually, there are a variety of legislative issues facing the Illinois General Assembly; this Spring is certainly no exception. Roger Eddy will discuss various fiscal, pension, mandate and other issues being debated in the General Assembly as the scheduled adjournment date draws near.
Moderator: Raymond F. Coyne, Sr. Vice President, Hutchinson, Shockey, Erley & Co. Member since 03/1987
Speaker(s): Roger L. Eddy, Executive Director, Illinois Association of School Boards (IASB). Member since 02/2008
Buyer Beware: Avoiding Bidding Pitfalls - Part 2
Purchasing (MSM) | Imagination
Public bidding can be complicated and full of operational and legal hurdles. Learn how to recognize bidding problems before they blow up, how to maneuver around these problems and how to keep your district out of court.
Moderator: Tim J. Keeley, Dir./Support Services, Indian Prairie SD 204. Member since 09/2006
Speaker(s): Kenneth M. Florey, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 08/2001
Howard A. Metz, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 06/2012
Best Practices Forum: Cutting Edge Ways to Influence Maintenance Costs
Real Estate Management (FM) | Connection
There are endless opportunities to plan, track, monitor and repurpose land, energy, walls, floors, electrical and mechanical. Come and see new cutting edge technology to develop master site plans for property and facility management utilizing a Building Information Model (BIM). Get your property and facility audits up to date and learn how a database is used to monitor costs, installation and operation.
Moderator: Paul K. Halverson, Emeritus, Retired School Business Official. Member since 06/1989
Speaker(s): Paul K. Halverson, Emeritus, Retired School Business Official. Member since 06/1989
John R. McNutt, President, Shales McNutt Construction. Nonmember
Stephen M. Nelson, Principal/Partner/Education Planner, Studio-GC Architecture + BIM. Member since 08/2004
Financial Projections
Budgeting & Financial Planning (FRM) | Utopia D
Forecasting the future is becoming increasingly important in today's school business climate. Learn what factors are most important to consider and how to properly convey these projections to your staff, school board and taxpayers.
Moderator: Catherine M. Lauria, Dir./Business Services, West Northfield SD 31. Member since 10/2007
Speaker(s): Jeff E. Feyerer, Business Manager, Fairview South SD 72. Member since 08/2009
Elizabeth M. Hennessy, Partner, William Blair & Company, LLC. Member since 06/1988
Anthony R. Hofeld, Board Member, Morton Grove SD 70. Member since 05/2010
Issuing School Bonds in a Heightened Regulatory Environment
Cash Mgmt, Investments & Debt Mgmt (FRM) | Utopia B
Too often, school districts and board members don't realize that disclosure obligations don't end on the closing date, but extend to the final maturity of bonds. The current regulatory climate requires unprecedented standards of care and the responsibility to avoid liability rests squarely on the backs of school officials. Learn ongoing bond issue disclosure and tax matter compliance from issuer, legal and market perspectives to help stay within the rules and out of trouble!
Moderator: Lynda K. Given, Partner, Chapman and Cutler LLP. Member since 03/1994
Speaker(s): Todd S. Krzyskowski, Managing Director, Mesirow Financial, Inc. Member since 02/1996
Anjali Vij, Bond Counsel, Chapman and Cutler LLP. Nonmember
Lawrence E. White, Partner, Chapman and Cutler LLP. Nonmember
Facilities Management Roundtable Discussion
Facilities Designation Program (FM) | Innovation
Bring your expertise and insights to this forum for school Directors of Buildings and Grounds and other related personnel. Everyone is welcome to come and learn about the challenges and issues faced within this profession and to help brainstorm solutions. A brief introduction to the Facilities Management Designation Program will also be discussed.
Speaker(s): Grant L. Sabo, Asst. Supt./Facilities & Transportation, Berkeley SD 87. Member since 01/1991
Gary B. Stanley, Chairman/Facilities Designation Prog., Maintenance/Operations Committee. Member since 01/1987
Ignorance is Not Bliss When It Comes to Food Service
Food Service (AS) | Nirvana C
Are you on today's audit menu? The featured specials include: "I have someone that does that for me," "I have a Food Service Director," and "I contract out." This session is a MUST for business managers to learn what you need to know about food service programs. Your food service funding may depend on it.
Moderator: Laura L. Vince, Asst. Supt./Business Services, Berkeley SD 87. Member since 11/2004
Speaker(s): Marcy L. Boyan, Asst. Supt./Business, Addison Elem. SD 4. Member since 09/2005
Clare R. Keating, V.P./Marketing, Preferred Meal Systems, Inc. Member since 06/2005
Leadership Institute: Principles for Overall Improvement
Leadership Development (HRM) | Utopia C
With the ever-increasing demands and stress in the workplace, developing oneself as a leader is more important than ever. This session will briefly touch on the assessments, tools and skills covered in the Leadership Institute, primarily focusing on the use and applications of situational leadership. Come and learn effective techniques to provide appropriate leadership to meet the needs of employees.
Moderator: Catherine Underwood, Exclusive Agent/Owner, Horace Mann Insurance Company. Member since 02/2012
Speaker(s): Susan L. Harkin, Chief Financial Officer, Comm. Unit Sch. Dist. 300. Member since 07/2003
Jennifer J. Hermes, Asst. Supt./Business Services, Lake Forest SD 67. Member since 11/1998
Carrie L. Matlock, Principal, DLA Architects, Ltd. Member since 03/2006
The Future of Illinois and State Funding for Education
Principles of School Finance (FRM) | Euphoria
Illinois' lack of money may have profound consequences on the future General State Aid formula. Learn the issues and give your questions and comments. Find out possible changes for FY2014 including updates from the CDB, appropriations and categorical programs and other developments from Springfield and Washington.
Moderator: Ronald R. O'Connor, Asst. Dir./Finance, Batavia USD 101. Member since 08/2009
Speaker(s): Ralph Martire, Executive Director, Center for Tax & Budget Accountability. Nonmember
Deborah I. Vespa, Division Administrator, IL State Board of Education (ISBE). Member since 04/1996
Ethical and Other Purchasing Dilemmas
Purchasing (MSM) | Nirvana B
Join a discussion of prohibited conduct including the receipt of gifts, political activity, conflicts and their exceptions. In addition, learn about expansion of the applicability of the Prevailing Wage Act, MBE/FBE/DBE required participation, cooperative purchasing and a review of the best practices in disqualifying a non-responsive and/or non-responsible bidder.
Moderator: Steven M. East, Dir./Purchasing & Facilities, Twp. High Sch. Dist. 211. Member since 03/1985
Speaker: Lorence H. Slutzky, Principal, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 02/1986
Update on Special Education Funding
Special Education: Administration & Finance (FRM) | Utopia A
An update from the Illinois State Board of Education on state and federal special education funding.
Moderator: Julie A. Jilek, Dir./Business Services & Facilities, Northwest Suburban Spec. Ed. Org. Member since 03/2000
Speaker: Timothy L. Imler, Division Administrator, IL State Board of Education (ISBE). Nonmember
Optimizing K-12 Building Performance Through Retro-Commissioning
Sustainability | Nirvana A
Every dollar saved counts, but the availability of funds to implement energy efficiency projects is limited. Retro-commissioning is a way for school districts to tune-up the performance of building energy using components and automation systems, without spending a lot of capital. Learn the retro-commissioning process, benefits and how to leverage incentive programs to pay for the process. You'll find that even very progressive school districts could benefit from a tune-up.
Moderator: Dennis E. Bane, Principal, DLR Group. Member since 04/1999
Speaker(s): Dennis E. Bane, Principal, DLR Group. Member since 04/1999
Ashley Collins, Program Manager, 360 Energy Group. Nonmember
William J. Thompson, Dir./Buildings & Grounds, Lockport Twp. HSD 205. Member since 09/1999
YOUR Long Range Facility Plan: Where are You in This Planning Process?
Facilities Designation Program (FM) | Utopia C
Have a facility assessment or long range plan? What is next? Find out the questions you haven't asked your staff, your teachers or yourself about facility planning for the next 5-10 years in an educational environment. If you do not have a long range plan, find out why financially.. you CAN NOT be without one.
Moderator: Calvin Cornish, Sr. Strategic Energy Advisor, Nania Energy Inc. Member since 09/2012
Speaker(s): Carrie L. Matlock, Principal, DLA Architects, Ltd. Member since 03/2006
Gary B. Stanley, Chairman/Facilities Designation Prog., Maintenance/Operations Committee. Member since 01/1987
Undoing Your Day and Eating Healthy on the Go
Food Service (AS) | Utopia A
Bringing stress home with you? Feeling sluggish after lunch? Join a physical therapist and a dietician in learning quick stress relieving techniques to share with your district leadership and tips for fitting healthy foods into your busy day.
Moderator: Beth L. Millard, Asst. Supt./Business, Skokie SD 68. Member since 02/1983
Speaker(s): Robin K. Erker, Physical Therapist, Grayslake Rehab., Physical Therapy & Wellness. Nonmember
Lauren C. Hummel, Dir./Food Service, Twp. High Sch. Dist. 211. Member since 05/2011
Procurement Cards - Minimizing Risk, Maximizing Reward
Principles of School Finance (FRM) | Utopia B
Procurement cards (p-cards) have become an important yet controversial piece in education finance. While they have made purchasing easier, it is also easier for fraudulent charges to occur. Come listen to three Illinois ASBO members who have worked on many sides of the process - as a school business official, banking agent, program administrator and board member. Learn about implementation from the cardholder to the business office and what it takes to get stakeholders on board in efficient, effective practices.
Moderator: Yasmine Dada, Assistant Superintendent, Comm. High Sch. Dist. 128. Member since 01/1991
Speaker(s): Jim Grammas, Vice President Government Team, BMO Harris Bank N.A. Member since 03/2010
Ronald R. O'Connor, Asst. Dir./Finance, Batavia USD 101. Member since 08/2009
Holly Wallace, Member Relations Specialist, Illinois Association of School Business Officials. Member since 09/2005
ISBE Budget and General State Aid
Public Policy & Intergovernmental Relations (EE) | Euphoria
This panel will discuss the ISBE Budget and its impact on school district budgets, with a focus on General State Aid. Come and learn about the decisions of the House and Senate Appropriation Committees to date.
Moderator: Eric M. Trimberger, Asst. Supt./Finance & Operations, Ridgeland SD 122. Member since 11/1999
Speaker(s): Jason L. Hall, Illinois State Board of Education (ISBE). Nonmember
Calvin C. Jackson, Legislative Liaison/Prof. Dev. Consultant, Illinois Association of School Business Officials. Member since 01/1986
Identifying and Investigating Hazing and Pedophilia Grooming Behavior in Schools
Risk Management (AS) | Utopia D
Learn about hazing and why it should be prohibited. In addition, focus on preventing sexual abuse of students by recognizing and investigating warning signs of pedophilia grooming behavior by school district staff. For both of these issues, learn to address critical factors in the investigation process and how to evaluate the facts and take action.
Moderator: Stephen R. Miller, Attorney, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Member since 02/2013
Speaker(s): Stephen J. Cerro, Sr. Risk Control Specialist, WRM America. Nonmember
Joseph J. Perkoski, Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Nonmember
Robert E. Riley, Attorney/Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Nonmember
Implementing Geothermal as an Energy Source
Sustainability | Nirvana A
Aging central heating plant? Outdated classroom HVAC? Priority to add AC? Two school districts evaluated their options and selected cost efficient geothermal energy sources to meet their long-term needs. Come and learn from their process and experiences.
Moderator: Marion “Doc” Kotecki, Account Executive, Energy Systems Group (ESG). Member since 06/1996
Speaker(s): Christine Demory, Superintendent, Big Hollow SD 38. Nonmember
John Freitag, Executive Director, Geothermal Alliance of Illinois. Nonmember
Tips for Evaluating Business Systems: Defining Best Practices
Technology (IM) | Nirvana B
Learn how districts face the challenge of starting the evaluation process for new business systems. For example: In what areas does my district struggle most? Have we defined a software wish list for a new system? Get a snapshot of what is in today's marketplace and how other districts have met this challenge.
Moderator: Francis E. Zelek, Dir./Technology, Oregon CUSD 220. Member since 11/2008
Speaker(s): Connie M. Bowman, Account Representative, Skyward, Inc. Member since 03/2006
Chris Casey, Account Executive, Skyward, Inc. Member since 02/2012
Christine E. Haeggquist, Account Specialist, Computer Information Concepts, Inc. Member since 04/1992
Helene McMurphy, Sales Representative, Computer Information Concepts, Inc. Nonmember
Examining Alternative Models for Delivering Student Transportation
Transportation (AS) | Nirvana C
See, hear and learn from two school districts that made fundamental changes in their transportation services.
Moderator: Bradley D. Cauffman, Asst. Supt./Business Services, Comm. Unit Sch. Dist. 303. Member since 01/2007
Speaker: Marcy L. Boyan, Asst. Supt./Business, Addison Elem. SD 4. Member since 09/2005
Andy J. Martin, Director of Transportation, School District U-46.
Economic and Banking Sector Update
Cash Mgmt, Investments & Debt Mgmt (FRM) | Utopia A
Although conditions have improved in the U.S. banking industry, banks continue to be impacted by the Financial Crisis and Great Recession. Get an overview of current world and U.S. economic conditions and information about how Illinois community banks are performing relative to banks across the U.S. Learn how all of these factors affect investment decisions made by schools every day.
Moderator: Fenil J. Patel, Vice President, PMA Financial Network, Inc. Member since 03/2000
Speaker(s): Brian Hextell, Vice Pres., Chief Credit Officer, PMA Financial Network, Inc. Nonmember
Audra Scharf, Vice President, PMA Financial Network, Inc. Member since 02/2003
State Evaluations and Negotiations
Human Resource Management (HRM) | Nirvana B
Learn different approaches to incorporating the new evaluation requirements into contract negotiations.
Moderator: Debra M. Parenti, Assoc. Supt./Finance & Operations, Twp. High Sch. Dist. 214. Member since 04/1981
Speaker: Steven Kellner, Director of Professional Learning, Twp. High Sch. Dist. 214. Nonmember
Building and Sustaining the Business Manager's Relationship with Board Members
Leadership Development (HRM) | Utopia B
With talk of consolidation, requirements for more transparency, budget reductions and levy rate confusion, now more than ever the business manager needs to build and sustain their relationship with board members. Gain tools and techniques to improve your relationship with board members not only for your benefit, but also to help them when they are out in the community answering questions from local taxpayers.
Moderator: John N. Benedetti II, Business Manager, Lake County High School Tech. Campus 849. Member since 11/2006
Speaker(s): Sarah Beyne, CEO, Digital Schools. Member since 06/2007
Lauri G. Calabrese, Asst. Supt./Finance, LaGrange Elem. SD 102. Member since 01/1994
Timothy Neubauer, Asst. Supt./Business, Barrington CUSD 220. Member since 08/2009
Holly Wallace, Member Relations Specialist, Illinois Association of School Business Officials. Member since 09/2005
Ann C. Williams, Business Manager, Bloom Twp. HSD 206. Member since 01/2004
Family Medical Leave Act (FMLA) Updates
Legal Issues (EE) | Utopia C
Each year, changes in Family Medical Leave Act interpretations and new court rulings create new challenges for school officials. Come hear the latest on the FMLA from a school attorney to make sure your district stays in the loop.
Moderator: Tamara L. Dotson, Dir./Finance & Business Operations, Bradley Elem. SD 61. Member since 08/2009
Speaker: John Fester, Partner, Scariano, Himes, & Petrarca, CHTD. Nonmember
Educational Facility Planning, Design and Construction
Planning & Construction (FM) | Nirvana C
Do you have a question about facility planning and design? Come join the Planning & Construction PDC where a panel of experts will answer your questions directly. The panel will address questions posted on Illinois ASBO’s peer2peer Network using examples and illustrations.
Moderator: Kerry Leonard, Architect. Member since 01/2000
Speaker(s): David J. Binkley, Dir./Business Development, The George Sollitt Construction Co. Member since 01/1995
Stephen Johns, Business Manager, Millburn SD 24. Member since 04/2010
Eric S. Sickbert, Principal, DLA Architects, Ltd. Member since 09/1996
Borrowing Strategies in the Current Market
Principles of School Finance (FRM) | Euphoria
For a long period of time EAV's were rising faster than CPI, reducing the overall tax rate for PTELL districts. The reverse is true today. What strategies are available for borrowing that take advantage of low interest rates without exacerbating the overall tax rate? When should a district refinance prior debt? Why should districts sometimes be patient even in a low rate environment? Learn about legal issues related to financing that might impinge on your options.
Moderator: Anthony J. Cozzi, Dir./Finance & Facilities, River Forest SD 90. Member since 02/2001
Speaker(s): Robert J. Bergland, Sr. Vice President, Hutchinson, Shockey, Erley & Co. Member since 02/1999
Lynda K. Given, Partner, Chapman and Cutler LLP. Member since 03/1994
How Big is Your District's Residency Issue?
Risk Management (AS) | Utopia D
In these times of tight budgets and financial uncertainty, dealing correctly with the issue of non-resident students is more important than ever. Understand the depth of the problem in your district, the costs of non-resident students and your options for dealing with residency issues. Dealing with non-resident students and their families will yield savings to the district and confidence in district administration.
Moderator: Dean L. Gerdes, Ex. Dir./Business Services, Evergreen Park Elem. SD 124. Member since 01/2006
Speaker(s): Gary Verseput, V.P./Corporate Investigations Div., MRC Investigations (USA), Inc. Member since 06/2012
Grants for Green
Sustainability | Nirvana A
Federal, state, and foundation resources can help pay for projects from installing renewable energy systems to enhancing campus security. However, keeping up with the latest opportunities, determining eligibility and program criteria and developing proposals on deadline can be challenging without dedicated staff. Learn from experts with decades of experience in grant seeking and grant writing to connect your district to various sources of local and national funding.
Moderator: Charlene D. Johnsos, Executive Director, Fanning Howey Associates, Inc. Member since 08/2010
Speaker(s): Ian T. Hadden, Energy/Sustainability Services Liaison, Fanning Howey Associates, Inc. Nonmember
Scott R. Mackall, Dir./Facility Management, Park Ridge Niles CMCSD 64. Member since 02/2003
Michael J. Stanch, Energy Solutions Manager, 360 Energy Group. Member since 07/2003
Using Data Discovery to Drive Decisions
Professional Development | Knowledge
It’s not often we talk about growth as it relates to schools lately. However, one area that continues to grow is data and its availability. As resources continue to be limited, school leaders are turning to data to find efficiency and opportunity within the budget. Having more data is not the key though - it is the ability to see the data in a relevant, analytic format and be proactive in using the data to form and drive the strategic plan. Come hear how school business officials are using Data Discovery and Data Visualization to make more informed decisions.
Moderator: Scott K. Smith, National Sales Director, Forecast 5 Analytics, Inc. Member since 02/2003
Speaker(s): Allen J. Albus, Deputy Supt./Finance & Operations, Lake Forest CHSD 115. Member since 06/1988
Barry A. Bolek, Asst. Supt./Finance, Twp. High Sch. Dist. 113. Member since 12/2001
Stephen W. Miller, Sr. Financial Advisor, PMA Financial Network, Inc. Member since 02/2000
Sources, Tips and Tricks for Revenue Budgeting
Budgeting & Financial Planning (FRM) | Utopia A
Understand your most important revenue sources, what drives them and how to forecast them. We will present resources with information to help estimate future revenues.
Moderator: Anthony R. Hofeld, Board Member, Morton Grove SD 70. Member since 05/2010
Speaker(s): Jeff E. Feyerer, Business Manager, Fairview South SD 72. Member since 08/2009
Jay I. Kahn, Dir./Fiscal Services, Round Lake Area SD 116. Member since 02/2009
Fraud and Risk in the Electronic Payment Space
Cash Mgmt, Investments & Debt Mgmt (FRM) | Utopia B
Fraud continues to increase for organizations in the electronic payment space. Both criminals and employees have discovered methods to defraud businesses that can go virtually undetected without simple oversight or precautionary measures. Come and discuss common areas of weakness for fraud and solutions for fraud prevention and risk mitigation. Gain insights to help minimize additional exposure and fraud losses through education and awareness.
Moderator: Laura Mishlove, Banker, J. P. Morgan Chase Bank, NA. Member since 03/2006
Todd C. Sholeen, Vice President, First Merit Bank. Member since 03/2012
Speaker(s): Michelle Marshall-Thompson, Vice President, First Merit Bank. Nonmember
Legal Implications of Technology in Schools
Legal Issues (EE) | Nirvana A
This presentation will review some of the hot topics found at the intersection of law, schools and technology, including social media, cloud-based services and confidentiality issues.
Moderator: Dean T. Romano, Business Manager, Maercker SD 60. Member since 09/2004
Speaker: Robert E. Swain, Partner, Hodges, Loizzi, Eisenhammer, Rodick & Kohn LLP. Nonmember
Security Evaluation: Proactive/Reactive Planning
Maintenance & Operations (FM) | Nirvana C
Is your School Safe? Is your Staff trained? Come learn about the most important aspects of facility safety and security from the people that design, protect and own or operate schools. Learn what things you should be looking for, how you can help limit your risk, and what items are paramount and what items are unnecessary for protecting your students and staff.
Moderator: Sam C Giampapa, Account Executive, Energy Systems Group (ESG). Member since 02/2011
Speaker(s): Stephen Chassee, Dir./Business Development, ARCON Associates, Inc. Member since 05/2007
John Fuhrer, Dir./Buildings, Grounds & Trans., North Shore SD 112. Member since 02/2004
William J. Sako, , Rolf Jensen & Associates, Inc. Nonmember
Tying Assessment to Evaluation and Negotiation Following SB 7
Public Policy & Intergovernmental Relations (EE) | Euphoria
Are your teachers fearful of student assessment being incorporated into their evaluation? Join your colleagues to get some concrete, constructive research-based suggestions on how to negotiate and implement new evaluations. Learn what new research has to say about whether/how evaluations predict effectiveness and student performance.
Moderator: Rebecca J. Allard, Business Manager, Park Ridge Niles CMCSD 64. Member since 01/1983
Speaker: Robin M. Steans, Executive Director, Advance Illinois. Member since 11/2008
Flood Recovery in a School: Lessons from Hurricane Isaac
Risk Management (AS) | Utopia D
Come and discuss the effects of 2012's Hurricane Isaac and the resulting flooding that shut down one high school and one elementary school in La Place, LA. Hear details on the district's pre-emergency planning process, recovery contractor selection and response, relocation of students, reimbursement concerns (insurance, FEMA, etc), environmental concerns and community interaction. Learn from their successes driven by proper pre-planning and also challenges that arose throughout the process.
Moderator: Andrew Burdett. ServiceMaster Restoration by DSI. Nonmember
Speaker(s): Scott Carroll, V.P./Marketing, ServiceMaster Restoration by DSI. Member since 03/2011
Is Your District Prepared for Electronic Document Archiving & Storage?
Technology (IM) | Nirvana B
Learn what you need to know about the start up of an electronic document archiving and retrieval system including different types of systems, whether it be server based or cloud based, directory structures, how to upload documents, what to look out for and workflow. Get your questions answered by a panelist of professionals at the end of the presentation.
Moderator: Francis E. Zelek, Dir./Technology, Oregon CUSD 220. Member since 11/2008
Speaker(s): Don Ballje, IT Solutions Engineer, Imagetec L. P. Nonmember
Lee Pietrowski, Partner, Imagetec L. P. Member since 02/1990
Energy Costs, Green Energy and Energy Efficiency Myth-Busters
Professional Development | Utopia C
Gain the knowledge and abilities to determine which energy cost and supply proposal will benefit your district most, along with an understanding of the ways, means and associated costs of transforming your district into a greener and more efficient energy user. Understand all the energy cost components, their impact on your budget and how to compare proposals so you can respond to all the calls and emails you receive from energy providers!
Moderator: Ronald C. Steigerwald, Statewide Marketing Director, Illinois Energy Consortium (IEC). Member since 02/1986
Speaker(s): Glen Grimm, New Bus. Dev./IEC Natural Gas Program, Constellation NewEnergy Gas (IEC). Member since 02/2009
Tonya Powell, IEC Electric Program Administrator, AmerenEnergy Marketing (IEC). Member since 03/2008
updated 03/08/2013
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