Bookkeepers Conference Sessions

8:00am - 8:30am | Registration & Refreshments

8:30am - 8:35am | Welcome

8:35am - 9:35am | Super-Sectional

Why Site-Based Expenditure Reporting & What it Means for Us This year, for the first time, every school district in the country will publicly report its site-based expenditures. Learn more about the reporting law, the potential power of the new data and tools available to prepare you to be a resource and a leader for your district and community.
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Michael Duback Dir./Operations, CSBO, LaGrange Highlands SD 106
Sara R. Shaw Sr. Mgr./Fiscal & Academic Solvency, Illinois State Board of Education (ISBE)

9:45am - 10:45am

Payroll Track: Payroll 101

Come learn about the vital components to a flawless payroll cycle and find the answers to your burning payroll questions. This session is designed for those individuals relatively new to a payroll position or who assist with payroll that need to brush up on the basics of the payroll process.
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Jeff Feyerer Business Manager, Fairview South SD 72
Jay Kahn Dir./Finance & Operations, CSBO, Lake Bluff SD 65
Catherine Lauria Chief School Business Official, West Northfield SD 31

Non-Payroll Track: Understanding and Managing Your Emotional Triggers in the Workplace

Do you have a co-worker or a supervisor who really bugs you or triggers an emotional response that sometimes “hijacks” your behavior? Being able to manage your emotional triggers in the workplace doesn’t have to be such a difficult skill to master. Emotions can help you or hurt you, but you have no say in the matter until you understand them. Gain insight into your trigger events along with practical suggestions on how to better manage your behavior when your emotions get the best of you.

Craig Collins
Statewide Professional Development Coord., Illinois ASBO
Adam Parisi Asst. Supt./Finance & Operations, Mt. Prospect SD 57
LeeAnn Taylor Dir./Fiscal Services, CSBO, Barrington CUSD 220

Advanced Track: Getting Ready for ESSA Site-Based Reporting on School Report Cards

This coming July, districts will have to calculate and report to ISBE all 2018-19 expenditures by school as a per pupil amount. That is just a couple of weeks after the fiscal year end! Is your business office ready? Come hear some ideas of how other districts are preparing now.

Stacey Mallek
Asst. Supt./Business, CSBO, Arlington Heights SD 25
Tera Wagner Dir./Finance, CSBO, Cons. High Sch. Dist. 230

10:55am - 11:55am

Payroll Track: Is Your IMRF Report on the Right Track?

IMRF benefits can make a huge difference in the lives of your employees! Join a discussion of your role in IMRF, enrollment requirements, member and employer contributions including Voluntary Additional Contributions, reporting of wages and the benefits available to your IMRF participants.

Tecya Anderson
Field Representative, Illinois Municipal Retirement Fund (IMRF)

Non-Payroll Track: Account Code Structure: Properly Coding your Financials

Come and hear a detailed explanation of how coding your financials properly assists in reporting to the Illinois State Board of Education (ISBE) accurately. Learn how to properly interpret the Illinois Administrative Code 100 (formerly IPAM), including examples of best practices and common mistakes to watch out for. Bring your district’s questions and concerns for discussion.
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Lynn Hofmeister
Business Office Manager, Des Plaines CCSD 62
Tera Wagner Dir./Finance, CSBO, Cons. High Sch. Dist. 230

Advanced Track: Understanding the Property Tax Levy and Playing Your Role

No matter what role you have in the business office, everyone can contribute to a successful levy! Learn the timeline and required tasks associated with the levy. Walk away with a checklist of tasks that allow you to contribute to completing a levy. Whether you are looking for a new challenge or to build new skills for a future promotion, becoming involved in the levy will increase your marketability and make you a more valuable asset to your district.
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Barry Bolek
Illinois ASBO Seminar Host 
Jamie Rachlin
President, Meristem Advisors LLC

11:55am - 12:40pm | Lunch

12:40pm - 1:40pm

Payroll Track: #Trending Now@TRS: What You Need to Know in 2019

Legislative actions last May resulted in uncertainty for TRS members and their districts. Since then, TRS has made a great deal of progress in implementing processes to incorporate these changes. Come and gain a basic understanding of how a TRS pension is determined, the processes that are in place to support the legislative changes as well as target dates for additional processes.
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Sandie Benhart
Outreach Coordinator, Teachers Retirement System

Non-Payroll Track: Supporting Your Business Manager with Food Service Responsibilities

Learn from a business manager and administrative assistant who have food service responsibilities about valuable topics including meal claims, CNP, due dates, direct certification and the $500 student cap.
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Linda Burnickas
Accounting Assistant, Worth SD 127
Cindy Dykas Business Manager, CSBO, Worth SD 127

Advanced Track: Ask the Payroll Experts

Come with your questions and hear how three different school districts handle leaves of absence for certified and non-certified staff. Topics will include FMLA, unpaid leave, ADA leave, sick-leave banks, structuring of leaves and temporary illness or incapacity.

Maureen Jones
Asst. Supt./Finance & Operations, CPA, Comm. Cons. Sch. Dist. 89
Melissa Rodde-Morgese Head Accountant, CSBO, Elmwood Park CUSD 401
Anne Roth Payroll Manager, New Trier Twp. HSD 203

1:50pm - 2:50pm

Payroll Track: Payroll Laws

Walk through all of the laws surrounding payroll, focusing on the Fair Labor Standards Act and overtime. Learn about additional IRS Regulations and stay for questions and answers at the conclusion of the session.
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Mary Kalou
Assistant Superintendent, Maine Twp. HSD 207
William Pokorny Partner, Franczek Radelet P.C.

Non-Payroll Track: Business Office Internal Controls

Learn about internal controls, why they are put in place and how they keep a district safe.
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Kenya Austin
Business Manager, Country Club Hills SD 160
Mary Ann Brown Finance Manager, Crystal Lake CSD 47

Advanced Track: TRS Reports on “Those Annual Reports”

Submitting the Annual Report to TRS can be one of the most challenging projects of the year. Come and review what is required, how to submit the report, how to reconcile it and where errors are most commonly made.
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View the Full Year File Example.

Sandie Benhart Outreach Coordinator, Teachers Retirement System
Sean Carney Asst. Supt./Business Adlai E. Stevenson HSD 125

3:00pm - 4:00pm

Payroll Track: 403(b) & 457(b) Basics

Come learn about 403(b) and 457(b) plans and why they are so important. Get details related to contribution limits, catch up provisions, Pre-Tax VS Roth, distribution options, working with a third party administrator (TPA) and other relevant topics. Leave better prepared to meet your colleagues' needs as well as your own!

Kyle Zake
Vice President - Central Division, AXA Advisors, LLC

Non-Payroll Track: Ask the Auditors

Ever wonder why your auditors ask you questions about protocols for check disbursement? Or perhaps, why you have to create a new account for a grant? Take advantage of this opportunity to ask a distinguished panel of auditors many different types of questions.
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Betsy Allen
Audit Principal, Miller, Cooper & Co., Ltd.
Matt Geerdes Senior Manager,Crowe LLP

Bonus Leadership Session: Solutions Department, How May We Help You?

Learn from a panel of experienced business leaders how to problem-solve a variety of issues before you take them to your boss.

Frank Adams
Dir./Business, CSBO, Pleasantdale SD 107
David Bein, SFO Asst. Supt./Business, CSBO, Barrington CUSD 220
Anthony Ruelli Business Manager, Glen Ellyn SD 41