Emerging SBO Sessions

7:30am - 8:00am | Registration & Refreshments

8:00am - 8:15am | Welcome

8:15am - 9:15am

Revenues for the Novice

Come learn the basics of school revenues, property taxes, state funding and more!
View the presentation.

Myron Spiwak Dir./Business Services, New Trier Twp. HSD 203
Mary Werling, SFO Emeritus

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!
View the presentation.
Tim Kazmierczak Facility Supervisor, Benjamin SD 25
Doug Renkosik, CPMM Dir./Operations & Maintenance, Huntley CSD 158
Colin Wilkie, CPMM Energy Operations Manager, Comm. Unit Sch. Dist. 200

9:30am - 10:30am

Expenditures for the Novice

Learn the basics of school expenditures and financial reporting.
View the presentation.

Scott Beranek Chief School Business Official, E. F. Lindop SD 92
Suzana Peterson Teaching & Learning District Contact Coor., Zion Public SD 6

Public Bidding: Everything (Well, Almost) a New CSBO Needs to Know

Hear a complete overview of the School Code public bidding requirements, including the continued ability to utilize joint/cooperative purchasing. Then, address procures that should be followed throughout the bidding process and understand the potential problems and solutions.
View the presentation.

Kenneth Florey Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.
  Amy McPartlin Chief School Business Official, Prospect Heights SD 23
Howard Metz Partner, Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.

10:45am - 12:00pm | Goldmine Session
The Goldmine Session is a rotating roundtable discussion. You will be able to discuss all four of the topics
listed below during this informal session with experienced facilitators!

CSBO's Role in the Annual Audit

During an audit, CSBOs need to understand the engagement objectives, what needs to be prepared ahead of time and how to respond with supplemental requests for information. Get the opportunity to ask experienced auditors questions about the secrets to an efficient and effective audit.

The Bermuda Triangle of Leaves

Do employee leaves of absence keep you up at night?
If so, bring your burning questions to this session!

Special Education Primer: Funding & Reporting

Learn the basics of special education funding and related IWAS expense reporting.

Collaborative Leadership: Intersection of Technology & the Business Office

Hear from a panel of experienced leaders on how to approach key technology issues.

12:00pm - 1:00pm | Lunch

1:00pm - 2:00pm

Risk Management 101

Learn the 'top 10' things you need to know to properly ensure your district's assets as a new business manager or superintendent.

Christopher Johnson Asst. Supt./Finance & Operations, New Trier Twp. HSD 203
Michael McHugh Area Senior Executive Vice President, Arthur J. Gallagher & Co.

Transitioning into the Business Office 

Transitioning to a new office? Learn how to establish yourself as a leader and create an environment of trust and success with your new superintendent, board and staff.
View the presentation.

Anthony Arbogast Dir./Business Services, CSBO, Roselle SD 12
Wendy Flaherty Dir./Operations & Treasurer, Keeneyville Elem. SD 20
Anthony Ruelli Chief Financial Officer Skokie School District 73.5 

2:15pm - 3:15pm

When is the Due Date?

Your long-range look at what and when things are due to help guide new CSBOs through their first years on the job.
View the presentation.

Jordi Camps, CPA Asst. Supt./Business Services, CFO, East Maine SD 63
Michael Engel Asst. Supt./Business Services & Operations, Warren Twp. HSD 121

Legal Pitfalls: What Every New CSBO Should Know

Learn the important legal topics in the business office to keep you and your district out of legal trouble. 
View the presentation.

Brittany Flaherty Theis Attorney, Whitt Law LLC
Linda Jeffers Business Manager, CSBO, Indian Springs SD 109
Stuart Whitt Managing Partner, Whitt Law LLC