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Tags: Fall Conference Events
The Fall Conference goes virtual, and includes both live sessions and recorded webinars, in addition to ways to connect, share information and best practices, and network with other members.
Monday, October 26 |
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Recorded content available |
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Thursday, October 29 |
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9:00-10:15am |
Opening Session and Keynote |
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10:30-11:30am |
Live Breakout Session |
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11:45am-12:45pm |
Live Breakout Session |
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2:00-2:30pm |
Speed Shuffle Connecting Event |
Friday, October 30 |
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9:00-10:15am |
Announcements and Live Breakout Session |
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10:30-11:30am |
Live Breakout Session |
| 12:00-1:00pm | Live Peer Group Discussion |
Monday, November 2 |
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Recorded content available |
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Wednesday, November 4 |
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9:00-10:00am |
Live Breakout Session |
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10:00-11:00am |
Live Peer Group Discussion |
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11:15am-12:15pm |
Live Breakout Session |
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7:00-8:00pm |
Virtual Trivia Social Event |
Thursday, November 5 |
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10:00-11:00am |
Live Peer Group Discussion |
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1:00-2:00pm |
Live Breakout Session |
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2:15-3:15pm |
Live Breakout Session |
Thursday Keynote Presentation – Wild at Work: Finding Your Footing in Uncharted Terrain
Chris Heeter, Leadership Speaker/Wilderness Guide, Poet – The WILD Institute
How do we stay real and connected and engaged in this utterly new landscape? How do we keep staff healthy and supported, problem solve, and give kids what they need to do their best learning in a safe environment? With the help of her sled dogs, Chris Heeter brings a fresh and Wild perspective to this new terrain, offering insights, tools, inspiration, and solid ground as you and your colleagues adapt to what you know so far about the changes to the business of schools.
MASBO Credits
The “MASBO Credit” is now our standard credit, and will be offered for each one-hour live or recorded session. MASBO Credits can apply toward your MASBO certification designation. For live and recorded on-line sessions, your viewing is tracked by the Learning Center. If you have viewed at least 90% of the session, one MASBO Credit will automatically be granted to you—there is nothing else that you need to do to receive those credits.
Minnesota Board of School Administrators (BOSA) Credits
Due to constraints on how we can provide BOSA credits for virtual sessions, BOSA Credits will only be provided for select sessions. To receive BOSA Credits, you need to first indicate when you register for the event that you want BOSA Credits. When you register, this will be shown as an “additional product,” and just click on it. There is no extra charge, but this will just enroll you for the credits. For the Fall Conference, there will be a total of seven BOSA Credits available, and attendees must view the following sessions to receive those credits: Wild at Work, UFARS Hot Topics, Cybersecurity Trends, Leading Through Change, Special Ed Update, We Need More Students, and Sunshine on a Cloud Day. Once you register, after you have viewed at least 90% of all seven sessions, you will automatically be granted the seven BOSA Credits.
CPE Credits
MASBO has applied to NASBA to offer CPE credits for CPAs. We are currently awaiting review and approval, so at this time cannot offer CPE credits for virtual events. If the approval is given prior to the Fall Conference, we will update the event to make those credits available.
Cancellation Policy: Cancellations received by the MASBO office at least 48 hours prior to the event are eligible for a refund of the registration fee. No refunds will be provided for cancellations received fewer than 48 hours prior to the event.
Audio/Video Policy: Registration and attendance at, or participation at association events constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.
Code of Conduct: MASBO is dedicated to providing a welcoming environment for all participants, regardless of gender, sexual orientation, disability, physical appearance, race, or religion. MASBO will not tolerate harassment of event attendees in any form. Those violating these rules may be sanctioned, expelled from the event without a refund, and/or excluded from attending future events, at the discretion of the organization.
| October 26: Another Round of Constructive (aka Destructive) Receipt Issues - Diedrich & Hitesman - Presentation Slides (277.5 KB) | 5 Pages | Available after Purchase |
| October 26: Our Journey to Upskill our People and Clients with Data Analytic Capabilities — McMurtry — Presentation Slides (607.5 KB) | 10 Pages | Available after Purchase |
| October 26: Municipal Advisor Exemption on Private Placements - Pumper & Hart- Presentation Slides (960.5 KB) | 19 Pages | Available after Purchase |
| October 26: Efficient Asset/Furniture Surplus Purging Process - Kleinjan - Presentation Slides (493.4 KB) | 8 Pages | Available after Purchase |
| October 26: Cybersecurity Trends - Douglas - Presentation Slides (783.8 KB) | 12 Pages | Available after Purchase |
| October 26: Top Facilities Tips - Satterfield - Presentation Slides (338.9 KB) | 5 Pages | Available after Purchase |
| October 26: Customer Service Tips for the Business Office - Noyed - Presentation Slides (337.9 KB) | 6 Pages | Available after Purchase |
| October 29: UFARS Hot Topics - Koppes & Meier - Presentation Slides (804.3 KB) | 26 Pages | Available after Purchase |
| October 29: Being Prepared for Your Personal Retirement - Schutte - Presentation Slides (1.2 MB) | 17 Pages | Available after Purchase |
| October 30: Leading Through Change - Fromm - Presentation Slides (359.4 KB) | 9 Pages | Available after Purchase |
| October 30: Special Ed Updates - Ferrin - Presentation Slides (433.1 KB) | 9 Pages | Available after Purchase |
| November 2: We Need More Students! A Strategic Approach for Effective Enrollment Marketing - Bob Noyed - Presentation Slides (567.3 KB) | 8 Pages | Available after Purchase |
| November 2: Sunshine on a Cloudy Day Developments in the Open Meeting Law and Data Practices Act - Shepherd - Presentation Slides (10.2 MB) | 41 Pages | Available after Purchase |
| November 2: Workers Compensation Insurance concerns in the COVID world of 2020 - Wells & Feenstra - Presentation Slides (289.5 KB) | 5 Pages | Available after Purchase |
| November 2: Property Tax 201 (Types and Classifications) and TNT - Hammer & McQuay - Presentation Slides (1.8 MB) | 36 Pages | Available after Purchase |
| November 2: Where Are We Going and How Do We Get There? Technology Planning for Operational Success - Tramm - Components to Consider Handout (572.4 KB) | 2 Pages | Available after Purchase |
| November 2: Where Are We Going and How Do We Get There? Technology Planning for Operational Success - Tramm - Template with Tables Handout (578.5 KB) | 4 Pages | Available after Purchase |
| November 2: Where Are We Going and How Do We Get There? Technology Planning for Operational Success - Tramm - Presentation Slides (530.6 KB) | 10 Pages | Available after Purchase |
| November 2: How to Effectively Communicate About Complex Financial Issues - Bob Noyed - Presentation Slides (312 KB) | 6 Pages | Available after Purchase |
| November 2: Zoom Meetings 101 - Connie Nordquist - Handout (86.1 KB) | 1 Pages | Available after Purchase |
| November 4: Ready, Set, COVID - Quraishi - Presentation Slides (679.2 KB) | 10 Pages | Available after Purchase |
| November 4: The Expanding World of HRAs: Plan Design and Funding Solutions - Morrow & Williams - Presentation Slides (848.8 KB) | 11 Pages | Available after Purchase |
| November 5: LTFM Guidance Review - Sarah Miller - Presentation Slides (2.2 MB) | 22 Pages | Available after Purchase |
| November 5: Interesting Things I've Learned Along the Way - Gustin - Presentation Slides (525.4 KB) | 7 Pages | Available after Purchase |
| November 5: Interesting Things I've Learned Along the Way - Gustin - Exercise (559.4 KB) | 3 Pages | Available after Purchase |
Amy Diedrich is an employee benefits and property/casualty insurance consultant with Marsh & McLennan Agency. Amy has been working with MN Schools for over 20 years. She has worked in a variety of roles giving her a unique perspective. Amy spent her career identifying emerging risks and finding creative solutions to address them.
Kadian is a Principal and has been with CLA for over 12 years. She currently works with the Cybersecurity Services Group as well as the Higher Education Industry Group providing assurance and financial audit services, compliance services and cybersecurity assessments.
Charlie was the co-chair of the 2011, 2014, and 2017 Workers’ Compensation Institutes. She is a frequent speaker at the Workers’ Compensation Institute and the Minnesota Workers’ Compensation Deskbook seminars. She has co-authored chapters of the Deskbook. She has been a frequent speaker at the Workers’ Compensation Symposium. In addition, Charlie has been a speaker at many of the Department of Labor & Industry’s Workers’ Compensation Summits.
Paul Ferrin is currently the supervisor of the special education funding and data workgroup at the Minnesota Department of Education. He has worked at the department for 5 years in various roles including monitoring special education expenditures and providing data analytics to the special education funding workgroup.
Jenna has served as CEO of Palmer Bus Service since 2015. She grew up cleaning buses and drove bus her senior year in high school and went on to become a high school teacher. Jenna sees herself as a servant/leader and believes that surrounding herself with great people is of utmost importance.
Tiffany Gustin serves as the Associate Director of Management and Insurance Trust Services for the MN School Boards Association. Before joining MSBA, she spent 10 years as a school business official. She loves campfires and spending time with her family, mostly the dogs.
Matthew joined Ehlers in 2018 as a Municipal Advisor with our Education Finance Team. He has worked directly with Minnesota school districts since 2005, most recently serving as the Director of Finance and Operations for Fridley Schools. Matthew has specialized expertise in finance leadership, financial planning and operations management.
Michael Hart is a Director of Public Finance in Minnesota for PMA Securities. He has over ten years of experience leading school districts through the financial aspects of bond issues and referendums for both capital projects and operating funds. Mr. Hart holds Series 7, 50, 53, 54, and 63 FINRA licenses.
Benefits attorney over 30 years including working with Minnesota public sector employers. Technical Advisory Group of Employers Council on Flexible Compensation (“ECFC”). Speaker and writer for EBIA (now part of Thomson Reuters) for over 25 years.
Ryan Kleinjan is the President of Catalyst Sourcing Solutions, the largest provider of sourcing tools and services for Minnesota school districts. Ryan's background in procurement, supply chain, and vendor management has resulted in bringing innovative approaches that will help your district to maximize your budget and maintain purchasing compliance.
Before joining the Minnesota Department of Education (MDE), Molly worked in both school operations and charter school authorizing, providing oversight to schools that were both operational and start up. She holds a BS degree from Augsburg University in mathematics.
Nathan McMurtrey leads the Eide Bailly Analytics practice and helps companies make the most of their data. He believes data can be an asset to any company, but it takes expertise and understanding to get a return on analytics. Nathan helps companies automate data preparation, build reports and dashboards, and consults on using data to make better decisions.
Shelby is a Senior Municipal Advisor and serves as the Managing Director of Ehlers’ School Finance Team. She assists districts across Minnesota, Wisconsin and Illinois with long-term capital planning and navigating the implications of legislative proposals on debt issuance. Before joining the firm in 2016, Shelby worked with the Minnesota Senate as a non-partisan research analyst and fiscal analyst, developing education finance and tax policy.
Deb graduated magna cum laude from Augsburg University with a B.A. in Business Administration with a concentration in accounting and finance. She was an auditor for 4 1/2 years for the Minnesota Department of Transportation, and has 16 years of experience as a Supervisor of Accounting for two different school districts. Deb has worked at MDE since December 2014 in the Division of School Finance.
Sarah Miller, Director of Business in three Minnesota schools/consultant with Minnesota charter schools - 12 years. For the past 12 years, at the Minnesota Department of Education (MDE) – Financial Management/Budget Facilities teams. Bachelor of Science Degree in Business Administration/Accounting from UNC, Greeley, Colorado. Homeland Security Emergency Management representative for MDE.
Loni Morrow is the General Counsel of Aviben, formerly Educators Benefit Consultants, LLC. She graduated from Duke Law School in 2012 and practiced at a law firm for eight years. She recently left private practice in July of 2020 to join Aviben.
Bob Noyed, APR, has more than 35 years of experience working in school districts as a strategic communications professional. Prior to joining CESO Communications, he served as the director of communications for several Minneapolis-area school districts. Along with his district experience, Bob served as 2006-2007 president of the National School Public Relations Association (NSPRA) and as North Central Region Vice President from 1999-2002. He has also served two terms as the president of the Minnesota School Public Relations Association (MinnSPRA). He continues to be active in both organizations. Bob was the 2005 recipient of NSPRA’s Barry Gaskins Mentor Legacy Award and received NSPRA’s 2021 Presidents’ Award. He is the author of several school communication-related materials and is a frequent presenter for local, state and national conferences.
Steve Pumper joined PMA Financial Network in July of 2009. Prior to joining PMA, Steve worked as a school business manager in Minnesota schools for 22 years. He brings that experience in helping PMA develop services that are beneficial to the Business Manager in the field. Steve is a Registered Representative with FINRA and holds his series 7, 50 and 63 securities licenses.
Arif Quraishi has more than 30 years of experience in the Environmental/Health/Safety and Facilities field in the K-12 market. Currently he has developed and helped implement the COVID playbook for schools leveraging industry experts in Public Health, Facilities, Legal and Communication. Mr. Quraishi has a B.S. Degree in Mechanical Engineering and an MBA.
Amy Satterfield is the Director of Business Development and a Sr. Project Manager with IEA, Inc. She has 25 years of experience providing environmental, health and safety services to property management, government, educational, commercial, industrial and healthcare clients. IEA and Amy’s involvement with the facility programs as well as involvement with legislative development provides a well-rounded view of the challenges and needs.
Kent Schutte, President of EFS Advisors, and Aviben(formerly EBC). Working with educators since 1985, Kent is a nationally recognized speaker on financial matters and expertise in implementing 403(b) auto enrollment, match, Special Pay, Severance and Early Retirement Benefits.). EFS Advisors, LLC. consists of 49 Financial Advisors managing over of $3.1 billion in assets.
Nathan Shepherd is a partner at Ratwik, Roszak & Maloney, where he advises School Districts, Charter Schools, Cities, and other entities on their legal issues. Nathan has helped numerous School Districts successfully navigate the complexities of election administration, referendum information materials, Board vacancies, and other election-related issues.
Corey Tramm is currently the VP of Business Development at Sourcewell Technology. Sourcewell Technology is a school district service organization located in St. Paul. Corey has a variety of expertise garnered from working in Minnesota's education system as a teacher, school district technology director, Department of Education IT director, and work at Sourcewell Technology.
Mary has over 25 years of risk management leadership and experience from the perspective of the insurance company, employer, and agency sides. A well-known expert in risk management and workers compensation, Mary works with employers in their efforts to control the cost of risk by identifying, preventing, and mitigating risk and developing effective claim management and cost containment programs.
Thank you, Keynote Sponsor!
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Thank you, Technology Sponsor!
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| Availability | Module Title | Credits | Course Type | Duration | Course Details | ||||||||||||||||||||||||||||||||||||||||||||
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| Oct 26, 2020 @ 09:00 AM (CDT) |
Another Round of Constructive (aka Destructive) Receipt Issues
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Total Credits: 1 MASBO Credit(s) | On Demand | 40 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Our Journey to Upskill our People and Clients with Data Analytic Capabilities
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Total Credits: 1 MASBO Credit(s) | On Demand | 42 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Municipal Advisor Exemption On Private Placements
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Total Credits: 1 MASBO Credit(s) | On Demand | 1 Hour, 4 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Efficient Asset/Furniture Surplus Purging Process
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Total Credits: 1 MASBO Credit(s) | On Demand | 43 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Cybersecurity Trends
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Total Credits: 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | On Demand | 56 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Webinine: Top Facilities Tips
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N/A | On Demand | 9 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 26, 2020 @ 09:00 AM (CDT) |
Webinine: Customer Service Tips for the Business Office
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N/A | On Demand | 9 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 29, 2020 @ 09:00 AM (CDT) |
Welcome and Keynote
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | Webinar | 75 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 29, 2020 @ 10:30 AM (CDT) |
UFARS Hot Topics, 2020 Fall Conference
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | Webinar | 1 hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 29, 2020 @ 11:45 AM (CDT) |
Being Prepared for Your Personal Retirement
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Total Credits: 1 including 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 29, 2020 @ 02:00 PM (CDT) |
Speed Shuffle
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N/A | Webinar | 30 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 30, 2020 @ 09:00 AM (CDT) |
Announcements & Leading Through Change
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 30, 2020 @ 10:30 AM (CDT) |
2020 Fall Conference Special Ed Update
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 30, 2020 @ 12:00 PM (CDT) |
Peer Group Discussion — Small District Huddle
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N/A | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
We Need More Students! A Strategic Approach for Effective Enrollment Marketing
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | On Demand | 55 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Sunshine on a Cloudy Day? Developments in the Open Meeting Law and Data Practices Act
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Total Credits: 1 including 1 Board of School Administrators Credit(s) , 1 MASBO Credit(s) | On Demand | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Workers Compensation Insurance Concerns in the COVID World of 2020
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Total Credits: 1 including 1 MASBO Credit(s) | On Demand | 59 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Property Tax 201 (Types and Classifications) and TNT
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Total Credits: 1 including 1 MASBO Credit(s) | On Demand | 38 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Where Are We Going and How Do We Get There? Technology Planning for Operational Success
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Total Credits: 1 including 1 MASBO Credit(s) | On Demand | 47 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Webinine: How to Effectively Communicate About Complex Financial Issues
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N/A | On Demand | 10 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 02, 2020 @ 09:00 AM (CST) |
Webinine: Zoom Meetings 101
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N/A | On Demand | 9 Minutes | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 04, 2020 @ 09:00 AM (CST) |
Ready, Set, COVID: A Playbook for Retooling School Operations
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Total Credits: 1 including 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 04, 2020 @ 10:00 AM (CST) |
Peer Group Discussion: HR Topics
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N/A | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 04, 2020 @ 11:15 AM (CST) |
The Expanding World of HRAs: Plan Design and Funding Solutions
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Total Credits: 1 including 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 04, 2020 @ 07:00 PM (CST) |
Trivia Social Event
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N/A | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 05, 2020 @ 10:00 AM (CST) |
Peer Group Discussion: Where Are We Now?
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N/A | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 05, 2020 @ 01:00 PM (CST) |
LTFM Guidance Review: Revenues/Expenditures Options, Fund Transfers, Balancing the LTFM Budget, and Reconciliation and Timeline Process
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Total Credits: 1 including 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Nov 05, 2020 @ 02:15 PM (CST) |
Interesting Things I've Learned Along the Way
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Total Credits: 1 including 1 MASBO Credit(s) | Webinar | 1 Hour | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Total Course CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||
