Emerging SBO Sessions

Wednesday, July 21, 2021

8:00am - 8:15am | Welcome

8:15am - 9:15am | Breakout Sessions

Best Practices for Construction

Learn the ins and outs for every step of your construction projects from planning to accounting and reporting. 
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Betsy Allen Audit Principal, Miller, Cooper & Co., Ltd.
Robyn Cornelissen Financial Controller, School District U-46
James Rachlin President, Meristem Advisors LLC
Overseeing Your Investment Program: Best Practices for Fiduciaries

School business officials have a fiduciary responsibility in managing their funds. While different types and sizes of school districts require differing levels of complexity in their investment programs, all school business officials recognize their fiduciary duty. Learn the steps needed to develop or refine your investment program in order to effectively set policy, make decisions and safeguard taxpayer dollars.
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Matthew Hanigan Senior Managing Consultant, PFM Asset Management, LLC
Spiro Hountalas Senior Managing Consultant, PFM Asset Management, LLC

9:30am - 10:30am | Breakout Sessions

Your First Year as a CSBO: Thrive, Don't Just Survive

You have passed the exam and started a new position in a school district. What advice do you need to do your best for your district and your community? Learn how to avoid common pitfalls and start off on the right foot in your new office.
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Ryan Domeracki Dir./Business Services, DuPage HSD 88
Dana Pryor Assistant Business Manager, Lockport Twp. HSD 205
Kristin Smetana Assistant Superintendent, Riverside-Brookfield Twp. SD 208
Updating Board Policy: Matters & Issues

Learn best practices for updating board policy. 
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Ken Carter Dir./Policy Services, Illinois Association of School Boards (IASB)

10:45am - 11:45am | Breakout Sessions

How to Submit Meal Claims in WINS

Could your district capture more revenue through food service claims? From your sponsor and site applications and questionnaires to meal counts and claiming requirements, to finally completing your food service claim in WINS, we will show you how to claim every food service dollar for which your district is entitled.  
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Wendy Sedwick Coor./Business Services, Comm. Unit Sch. Dist. 303
Patti Townsend Food Service & Accounts Payable Specialist, Comm. Unit Sch. Dist. 303
Issuing Bonds: The Most Important Factors

Get an overview of the critical factors a school district should consider when contemplating the sale of bonds.  Discuss market conditions, credit ratings, state and federal laws and other relevant topics.
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Tammie Beckwith Schallmo Senior V. P./Managing Director, PMA Securities, LLC
Anjali Vij Partner, Chapman and Cutler LLP

11:45am - 12:45pm | Lunch & Networking

12:45pm - 1:45pm | Breakout Sessions

A Crash Course in School Facilities

As a new business official, there is a lot that you need to learn. Get an overview of facilities and what you need to know from a business official perspective. Leave prepared to hit the ground running this year!
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Dan Barrie, CPMM Dir./Operations & Maintenance, East Maine SD 63
Doug Renkosik, CPMM Dir./Operations & Maintenance, Huntley CSD 158
Cheryl Roy Manager Facility Operations, Lemont HSD 210
The Electrifying World of Energy Procurement

Discover the different options for purchasing natural gas and electricity, the impact to your operating budget and best practices for evaluating money-saving strategies for your district.
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Becky Thompson Sr. Energy Advisor, Nania Energy Inc.

2:00pm - 3:00pm | Breakout Sessions

Effective Long-Range Facility Planning

More than just your annual budget, effective long-range planning allows your district's capital improvements to be predictive, thoughtful and well articulated to your board, staff and community stakeholders.
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Erin Miller Principal, ARCON Associates, Inc.
Brian Rominski Dir./Buildings & Grounds, Prospect Heights SD 23
Bidding & Purchasing 101

Public bidding can be complex, confusing and filled with problems.  A panel of experienced school bidding and purchasing professionals including a CSBO and school attorneys will explain the process from start to finish including the bidding exceptions and pre and post-bid problems with practical solutions.
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Howard Metz Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.
Kenneth Florey Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.
Tom Parrillo Chief School Business Official, Ridgewood CHSD 234