Emerging SBO Sessions

Wednesday, July 19, 2023

8:00am - 8:15am | Welcome

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

The Nuts and Bolts of Illinois Pension Systems

Come learn what "our" pension systems are all about. DOWNLOAD PRESENTATION

Jennifer Akin Business Office & Payroll Supervisor, Hawthorn CCSD 73
Albert Lerman Regional Representative, Horace Mann Insurance Company
Assembling a Construction Budget

Capital projects need a "Soup to Nuts" budget. Learn from a CBSO, CM and architect about the critical elements of a construction budget. Gain an understanding of how to implement a budget. DOWNLOAD PRESENTATION

Terry Fielden Vice President Dir./K-12 Education, International Contractors, Inc.
Carrie Matlock, AIA, LEED AP, BD+C President, DLA Architects, Ltd.
What to Do? Five Real Leadership Challenges Deconstructed

Come join us as we examine five real situations. You will have a chance to come up with your own solution, then discuss the issues, conditions and circumstances to deconstruct the challenges and determine best practice approaches.
Anthony Arbogast Asst. Supt./Business & Operations, CSBO, Plainfield CSD 202
David Bein, Ph.D.; SFO Asst. Supt./Business, CSBO, Barrington CUSD 220

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

Grant Reporting A-Z

Still navigating ESSER funds? Going crazy with reporting deadlines? Come learn reporting requirements for grants and how to structure your account codes to be more efficient. DOWNLOAD PRESENTATION

Lindsey Fish Manager, Sikich, LLP
Stacey Mallek Asst. Supt./Business, CSBO, Arlington Heights SD 25
Elizabeth Shields Business Manager/CSBO, Morris CHSD 101
Communications 101 Toolkit

Communicating is not just what you say. Learn about effective communication strategies to support new business managers in communicating your story. Everything speaks! DOWNLOAD PRESENTATION

Raoul J. Gravel Ill, Ed.D. Associate Superintendent, Glenbrook HSD 225
Adam Parisi Chief School Business Official, Park Ridge Niles CCSD 64
Paul Troy Chief Operating Officer/Treasurer, Northern Kane Educational Corp.
Expenditures for the Novice

Learn the basics of school expenditures and financial reporting. Review business office operations and business administrator’s role overseeing the expenditure process. DOWNLOAD PRESENTATION

Scott Beranek Chief School Business Official, E. F. Lindop SD 92
Joseph McCurdy Assistant Superintendent, Oak Lawn CHSD 229
Understanding RFPs and Procurement Methods Procurement rules provide many options for Chief School Business Officials. We will explore Request for Proposal (RFP) basics, qualification-based selection and consortium purchasing.
 Info Coming Soon

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

What You Should Know About Your District's Debt

In this session, learn what you should know about your district's debt, including historical trends, various debt limits, your levy and other critical factors. DOWNLOAD PRESENTATION

Nate Fretz Vice President, Stifel, Nicolaus & Company
Steve Mahr Vice President, Stifel, Nicolaus & Company
Highway to the SPED Zone

Cruise into the world of Special Education, Finance, Reporting and Compliance with shifts into IDEA, Medicaid and Reimbursements. DOWNLOAD PRESENTATION

Steve Smidl Business Manager, CSBO, Coop. Assoc. for Special Education
Revenue for the Novice

In this session, you will learn what are major factors in school revenue, historical trends, short and long term debit limits, tax levy and other critical factors  

Kenya Austin Dir./Business Services, Niles Twp. HSD 219
Myron Spiwak Dir./Business Services, New Tier Twp. HSD 203
Transportation Overview and Considerations

A brief overview of the transportation department, including budgeting, reporting, staff, buses, radios and routing. DOWNLOAD PRESENTATION
 David Engelbrecht Superintendent, CSBO, Marengo CHSD 154
Ervin Walker Transportation Coordinator, Mokena Public SD 159

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

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

Investments 101

This session will provide an introduction to the Illinois Public Funds Investment Act and key best practices for investment program management for new CSBO's. DOWNLOAD PRESENTATION

Matt Hanigan Senior Managing Consultant, IIIT/PFM Asset Management, LLC
DEI is Your Job Too!

In addition to the million and one other functions of the CSBO, it is imperative to understand that diversity, equity and inclusion must be at the forefront of your practice. DOWNLOAD PRESENTATION

Mindy Bradford Director of Finance & Operations, Libertyville SD 70
Ann Williams, Ed.D., SFO Deputy Superintendent, School District U-46
A Crash Course in School Facilities

This session will provide an overview of the Facilities Manager's role in the day-to-day operations of the district. DOWNLOAD PRESENTATION

Marta McCullough Manager for Facilities & Transportation, Glenbard Twp. HSD 87
Aneta Mistak Asst. Director for Operations, Twp. High Sch Dist. 214

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

What You Wish You Knew Before Your First Negotiations

A conversation walking through key components and experiences to prepare for your first time participating in the collective bargaining process. DOWNLOAD APPLICATIONS

Julia-Ann Fuchs, Ed. D. Associate Superintendent, Kaneland CUSD 302
Dean Romano, Ed. D. Asst. Supt./Business Services, Lake Zurich CUSD 95
School Leadership in Challenging Times

The pandemic and its aftermath have heightened the importance of your work as a school business official and that of your operations staff: effectively managing school district resources; spending ESSER dollars wisely; recruiting and retaining personnel; transporting students safely, offering nutritious and balanced meals and safeguarding the health and well-being of students and staff. Your leadership matters. Are you spending time and energy in getting better as a leader? Don’t neglect investing in your growth as a leader. This session will provide you with the opportunity to take stock of your current leadership journey in these challenging times and chart a course for greater success and influence. In addition, the session will highlight the Illinois ASBO leadership development program.  
Craig Collins Statewide Professional Development Coordinator, Illinois ASBO

The Emerging Risk of Cyber

Where the exposures are, vulnerabilities and what should your coverage address and the current marketplace. DOWNLOAD PRESENTATION
Byron Given Dir./Finance & Operations, CSBO, LaGrange Highlands SD 106
Tyler MacKenzie Account Executive, Arthur J. Gallagher & Co.