April 26 - 28, 2017  |  Peoria Civic Center


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Connect to Sessions that Advance Your Profession

The following sessions are scheduled for the 2017 Annual Conference. Session descriptions will be listed/updated as they become available. Session titles and times are subject to change.

Want to start your learning a day early? Get information and register for pre-conference academies.


Wednesday, April 26, 2017 | 9:00am - 10:00am

Accounting for Debt Transactions - Part I 
Accounting, Auditing & Financial Reporting PDC
Learn how to account for all types of debt issuance including bond issuances, refunding, transactions, capital leases, premiums and discounts and short-term obligations.

Different Short & Long-Term Debt Sale Methods 
Cash Management, Investments & Debt Management PDC
Competitive bids, negotiated bond sales, direct bank purchases and district’s buying each other’s debt — learn the differences, processes and rules related to each.

Emerging Bond Issues
Principles of School Finance PDC
Get a detailed review of current market conditions, financing and refinancing strategies and opportunities for districts in the current market.

Payroll Best Practices: Interactive Panel
Human Resource Management PDC 
Take a deep dive into the payroll process cycle. We will review a “top ten list” of best payroll practices and follow up with an interactive discussion with our panel on various topics such as common errors, reconciliations, 403(b) audits, stipends and more.

Surviving an IRS Wage Audit
Legal Issues PDC
Learn how to prepare for and survive an IRS wage audit.

DAA: Yesterday, Today & Tomorrow
Public Policy & Intergovernmental Relations PDC
Why was the Delegate Assembly created? How has it evolved? How does it play a role in creating, stopping, amending and supporting legislation? How can the DAA help you?

Can I Be Hacked?
Technology PDC
Technology is great — when used properly and when you are protected. Hear from professionals that have experienced security breaches to learn how to protect yourself and your organization.

Wednesday, April 26, 2017 | 10:10am - 11:10am

Accounting for Debt Transactions - Part II 
Accounting, Auditing & Financial Reporting PDC
Learn how to account for all types of debt issuance including bond issuances, refunding, transactions, capital leases, premiums and discounts and short-term obligations.

Know Your District Financially
Budgeting & Financial Planning PDC
As a business manager, what do you need to know about your district financially? Learn tips, tricks and insight on revenue, expenditure and district comparables that you can use to accurately assess your district (as well as others).

Investments 101 
Cash Management, Investments & Debt Management PDC
Learn the basics of investing including how to invest, what a good investment is and best practices.

Dealing With Difficult People
Leadership Development PDC
Frustrated or irritated with a recent interaction with a board, staff or community member? Is there someone you work with whose purpose in life seems to be to make you miserable? Share some war stories and walk out with several techniques to effectively deal with difficult people.

Navigating FLSA & the Proposed Changes
Legal Issues PDC
Exempt or non-exempt? Eligible for overtime? Learn about FLSA and how other school districts are navigating FLSA and the proposed changes.

How a Bill Becomes a Law
Public Policy & Intergovernmental Relations PDC
This session will review the legislative process in Springfield and includes a lively legislative debate and discussion.

School Construction: From Start to Finish
Planning & Construction PDC
Discover the major aspects of a construction endeavor including: selection of a design team, construction delivery options and much more. Come prepared to participate in this interactive session!

The Search for Financial Software
Technology PDC
When starting the evaluation process for a new business system, there are many questions your district must address. Get a snapshot of today’s marketplace and learn what other districts are doing to meet this challenge.

Wednesday, April 26, 2017 | 1:45pm - 2:45pm

Budgeting for Technology
Budgeting & Financial Planning PDC
Implementing 1:1 technology for your students? Come and discuss budgeting for initial purchases, replacement questions, insurance and other important considerations when implementing 1:1.

The Value of Shared Services in Business Operations
Cash Management, Investments & Debt Management PDC
To save our districts’ funds and be good stewards of the taxpayers’ money, many districts have moved to shared services with other districts. Come hear their success stories and the bumps they hit along the way.

TIF & Tax Appeals
Principles of School Finance PDC
Join veteran school business officials and a property tax lawyer for a discussion on practical steps you should take when presented with a TIF district in your community. Learn what you should do to prepare for the joint review board meeting and what to negotiate in a revenue sharing agreement with the municipality.

Transportation: Avoid Common Claim Reporting Errors
Transportation PDC
Learn about aspects of completing the State of Illinois Transportation Claim with an emphasis on field trip analysis, Line 15 expenditures and the Fall Housing Report related to the number of eligible enrolled riders.

Hot Legal Topics for 2017
Legal Issues PDC
Listen to two esteemed school legal experts as they speak to the 2017 law changes for schools, with a special emphasis on personnel issues.

How TRS Changes Will Impact Your District
Public Policy & Intergovernmental Relations PDC The following issues will be addressed: How will TRS be funded in the future? What is the impact of the Tier II pension plan? How has TRS invested your contributions?

You don’t Know What You Don’t Know
Professional Development We make decisions on a daily basis with all the right intentions, common sense and logic — only to find out later they are not compliant. Learn about pitfalls that can derail your career and hear lessons learned along the way from two veteran CSBOs. 

Transparency in Spending Public Funds 
Purchasing PDC
Learn the essential elements and best practices in policy and procedure for purchasing, including the pitfalls and common errors in purchasing. We’ll discuss activity accounts, petty cash, maintaining transparency, travel expenditures and ethics.

Wednesday, April 26, 2017 | 2:55pm - 3:55pm

Bond Post-Issuance Compliance 
Cash Management, Investments & Debt Management PDC
Learn about the critical procedures to put in place after your bonds are sold, as well as regulatory requirements including continuing disclosure.

Annual Reporting: Financial & Otherwise
Principles of School Finance PDC
Discover the basics of required reporting including audits, single audits, grant reporting and other annual filings.

Maximizing Your Medicaid Revenue
Special Education: Administration & Finance PDC
The U.S. Government has funds your district is entitled to access. Learn how to stay compliant and prepared for an audit, maximize your district’s Medicaid revenue and educate your staff in best compliance practices.

Employee Benefits 101
Risk Management PDC
Attendees of this session will learn to evaluate their district’s benefits program and discover what changes they may want to make.

HIPAA Audits - Are You Ready?
Human Resource Management PDC 
As part of their efforts to assess compliance with the HIPAA Privacy, Security and Search Notification rules, the HHS Office for Civil Rights has begun its next phase of random audits. Join us to refresh your understanding of HIPAA privacy and security rules and learn how to build your compliance plan.

Panel Discussion: Experience Matters
Leadership Development PDC
Interact with a panel of veteran business officials who will discuss pertinent school business topics. You will have the unique opportunity to ask questions and direct the course of this session.

Prevailing Wages: The To-Do List That Never Ends
Planning & Construction PDC
The prevailing wage law has become a complex and difficult law to comply with. Hear practical advice from a panel of school construction experts including a construction manager/school board member, architect, attorney and school facilities professional.

E-Rate: Your Questions Answered
Technology PDC
Learn from E-Rate experts about the process, including an overview and updates. Gain insights on special topics including next steps, preparing for E-Rate reviews and audits and expected program changes.


Thursday, April 27, 2017 | 9:00am - 9:45am

Advocacy Alert Hot Topic Session with Ralph Martire
Principles of School Finance PDC
Get an inside perspective on Illinois’ fiscal situation from Ralph Martire, Executive Director of the Center for Tax and Budget Accountability and Deborah Vespa, Division Administrator of the Illinois State Board of Education.


Thursday, April 27, 2017 | 9:50am - 10:50am

Transitioning into the Business Office: Part I
Budgeting & Financial Planning & Leadership Development PDCs
Part one of this two-part session covers how to establish yourself as a leader and create an environment of trust and success with your new Superintendent as well as staff.

Basics of School Finance: Revenues
Principles of School Finance PDC
Learn about local revenue, the property tax cycle and the ins and outs of the tax levy. We will also cover general state aid, categoricals and federal grants.

Special Education Funding & Reporting
Special Education: Administration & Finance PDC
Gain an understanding of the sources of special education funding, along with timelines and the process for reimbursement.

Lessons Learned From Sandy Hook
Risk Management PDC
In 2012, 20 children and six staff members were killed at Sandy Hook Elementary School. Since that time, many schools have made security and emergency preparedness a priority. Learn the key lessons that have surfaced and the steps that should be taken to make schools safer.

Personnel Document Compliance in a Digital World
Human Resource Management PDC 
Learn about a cloud-based approach to safely and securely storing human resource records in an accessible and organized system. Barrington CUSD will share their experience and how it has created new efficiencies.

New Zoning Requirements Under PA 99-0890
Legal Issues PDC
Review the legal frameworks, practical realities and strategies for managing the application of local zoning requirements to school properties.

School Funding Formula Reform
Public Policy & Intergovernmental Relations PDC We will discuss the potential changes in school funding and what it would be like if the Evidence Based Model were to be instituted.

Training Options & Regional Groups
Professional Development
Learn about professional development for facilities professionals, including the Facility Operations Program and two internationally recognized facility certifications, CPMM and CPS. We will also discuss the importance and details of facilities regional groups.

Thursday, April 27, 2017 | 11:00am - 12:00pm

Tips/Tricks for Various Types of Audits: Part I 
Accounting, Auditing & Financial Reporting PDC
Before you receive the audit notification and begin to scramble for documents, worrying about your procedures and what the auditor may find, learn tips on how to comply and prepare for any audit.

Transitioning into the Business Office: Part II
Budgeting & Financial Planning & Leadership Development PDCs
Part two of this two-part session will cover proactive methods you can use to prepare for your financial responsibilities at a new district. This session will utilize resources from the Illinois ASBO Career Crossroads as well as methods used by other CSBOs.

Basics of School Finance: Expenditures
Principles of School Finance PDC
Review business office operations and the business administrator’s role in managing cash, meeting budgeting responsibilities, purchasing, state financial reporting and overseeing the expenditure process.

IDEA Maintenance of Effort
Special Education: Administration & Finance PDC
Maintenance of Effort (MOE) refers to the responsibility of the Local Education Agency to maintain the same level of expenditures for the education of children with disabilities from one fiscal year to the next. This session will focus on the financial reporting requirements of MOE.

What’s New in Food Service
Food Service PDC
Hot topics on school meal programs will be discussed, including professional development, minimum wage and breakfast after the bell.

Fraud & Effective Controls
Legal Issues PDC
School districts can be the victims of a variety of fraud schemes committed by employees and vendors. We will identify a variety of fraud schemes, effective controls to prevent fraud and an incident response protocol.

State Legislative Update: Assessments, FOIA, Property Tax Caps & Freezes & Bonds
Public Policy & Intergovernmental Relations PDC Two prominent lawyers discuss legislation being considered in Springfield and what that could mean for your school district.

Reducing the Budget Impact of Changing Building Code Requirements
Planning & Construction PDC
An in-depth look at new and potential code requirements and how you can get ahead of them to reduce their impact on your facility’s budget. Topics include: transgender bathrooms, municipal zoning, carbon monoxide monitoring and lead contamination in the water supply.

The Latest on Solar Power at K-12 Schools
Sustainability PDC

More school districts are exploring solar power projects as a way to dramatically reduce long-term operating costs. This session shares best practices and lessons learned from a number of large-scale school district solar projects.

Thursday, April 27, 2017 | 1:00pm - 2:00pm

Tips/Tricks for Various Types of Audits: Part II 
Accounting, Auditing & Financial Reporting PDC
Before you get the audit notification and begin to scramble for documents, worrying about your procedures and what the auditor may find, learn tips about complying and preparing for any audit.

Interfund Transfers 
Cash Management, Investments & Debt Management PDC
Learn the rules about what you can transfer as well as where and how it's done.

IDEA Excess Cost
Special Education: Administration & Finance PDC
Learn directly from ISBE about the excess cost requirement which will address the requirements of the Federal Department of Special Education Programs (OSEP) along with ISBE's new process for documenting and verifying the excess cost threshold for each district in Illinois.

The Future of 403(b) & Managing your Fiduciary Risk
Human Resource Management PDC 
Review a case study of how one district evaluated their 403(b) vendor products and practices in order to help their staff achieve their financial objectives in retirement. Learn how to go through this process to help mitigate risk in today’s changing environment and help your employees achieve their financial goals.

Legislative Update: How Did We Get Into This Mess?
Public Policy & Intergovernmental Relations PDC Christopher Mooney, an expert in Illinois legislation, will help us understand how Illinois got into its current political climate and what we can expect in the future.

Lead in Your Water? Testing, Communicating & Solutions
Planning & Construction PDC
Lead in drinking water is becoming an increasing concern for facility directors in school districts. Learn about the EPA guidelines for testing, control limits and how to handle potential positive results.

Interactive Purchasing Workshop: Part I 
Purchasing PDC
This fast-paced session will incorporate purchasing fundamentals, live group hypotheticals and applications. Attendees should bring a device to participate in live surveys. Topics include: examples of bids, RFPs, RFIs and RFQs, duty to publicly bid, annual bid calendar and more.

Creative Communications
Technology PDC
Come learn from school districts that creatively use technology to communicate to their staff and school communities throughout the year.

Thursday, April 27, 2017 | 2:45pm - 3:45pm
 

GASB and Uniform Guidance Update 
Accounting, Auditing & Financial Reporting PDC
Explore the various ways to pay off debt prior to maturity and the mechanics and documentation requirements for each.

Budgeting & Finance: Whose Job is it?
Budgeting & Financial Planning PDC
Is your board in the weeds? Do you need them to elevate their focus? Learn techniques and strategies to redirect your board and inform governance level decisions.

The Changing Climate of School Finance
Cash Management, Investments & Debt Management PDC
Discuss investor perceptions of Illinois school bonds and the credit assessment process and cover how property tax assessments, collections, refunds and a potential property tax freeze impact the fiscal climate and school finances.

Long Term Disabilities: Protecting Employees and Employers
Human Resource Management PDC
Learn about the importance of protecting your employees and the district if a long-term disability should arise. Understand the basics of TRS, IMRF and how group/long term disability policies may be incorporated.

New Laws, New Pitfalls
Legal Issues PDC
Is your district compliant with the new Travel Expense Control Act? Is implementation a struggle? Come with your questions and learn how recent legislation and PAC decisions can impact your district’s day-to-day operations.

Building Envelope 101: Roofing  
Maintenance & Operations PDC
Learn about roofing best practices including roofing materials, construction, design and maintenance.

High Performance & Energy Efficiency Through Grants & Incentives
Sustainability PDC
The IL DCEO Energy Efficiency Portfolio of programs for the benefit of IL K-12 schools will be presented. There is funding available NOW for projects and other services like audits and application assistance. Updates on continued funding will be provided!

Interactive Purchasing Workshop: Part II 
Purchasing PDC
This fast paced session will incorporate purchasing fundamentals, live group hypotheticals and applications. Attendees should bring a device to participate in live surveys. Topics will include: real situations and audience response.

Thursday, April 27, 2017 | 3:55pm - 4:55pm

Refunding Bonds, Defeasance & Abatements 
Cash Management, Investments & Debt Management PDC
 

Explore the various ways to pay off debt prior to maturity and the mechanics and documentation requirements for each.

 

After the Hack: How to Recover
Risk Management PDC
Attendees will learn what steps need to be taken to recover from an outside source that has hacked the district.

Understanding GPS/Tracking Options & How it can Benefit Your District
Transportation PDC
Having GPS/tracking can benefit districts in many ways. Learn more about how to increase parent satisfaction, reduce operational cost and improve student safety with a connected bus.

State Legislative Update with Diane Hendren and Calvin Jackson
Public Policy & Intergovernmental Relations PDC Hear from experienced Illinois Statewide School Management Alliance lobbyists as they discuss legislation that is currently being considered in Springfield and its potential impact on school districts.

Custodial Services 101 - Green Cleaning  
Maintenance & Operations PDC
Review green cleaning best practices including standard operating procedures, chemical selection and equipment.

Connecting Student Performance with Facility Performance
Sustainability PDC
Discover how Indoor Environment Quality (IEQ), material selection and lighting can contribute to a more sustainable, healthy and productive facility. Review IEQ assessments and monitoring and how lighting design can increase concentration and focus while reducing energy and maintenance.

Low Energy Prices Could Equal Big Savings For Your District
Professional Development With the dramatic drop in energy commodity prices, find out how your district can take advantage of this buying opportunity to lower its energy budget for the next 48 to 60 months. Additionally, learn about the financial incentives being offered in the energy market targeted at Illinois public school districts.

Sharing Technology Costs
Technology PDC
Learn how school districts are partnering to maximize access to new technologies to support instruction and operations while sharing implementation and operation costs.

Session titles and times are subject to change
updated 4/5/17