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2021 MASBO Annual Conference



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Thank you, Keynote Sponsor!

Horace Mann

For the 2021 Annual Conference we will be Looking In, and Reaching Out. Our keynote speaker, Michelle Norris, will lead us in looking within ourselves and each other, as we pull the threads that make up our complex cultural landscape. A wide range of live and recorded goldmine and breakout sessions will help us to look within our work and organizations, and provide valuable and practical information in various formats. Reach out to Excel experts during the “Office Hours” section to get solutions to your spreadsheet problems, and to some of our presenters during our new “Ask the Presenter” times. Plus, in our Vendor Solutions Showcase, you can find information and resources on the products and services available from our Associate members — your very own on-demand trade show. As one, we are stronger, and we look forward to connecting at the conference!

Keynote Presentation

Michelle Norris

Michelle Norris, Washington Post Opinions Columnist, Former NPR Host and Special Correspondent, and Founding Director of “The Race Card Project”

An award-winning journalist and one of the most recognized voices in radio, Michele Norris engages audiences in candid discussion about race, culture and communication in America.

For a decade, as host of National Public Radio’s longest-running program, All Things Considered, she captivated audiences nationwide while earning some of journalism’s highest honors. As a Washington Post Opinions Columnist, Norris sparks important dialogue on current events, social issues and the power to make change as she breaks down commonly held beliefs and attitudes on race, diversity and bias. She makes complex and taboo issues remarkably accessible. Her audiences walk away empowered to stimulate discussion around challenging topics within their communities.

Throughout Norris’ accomplished career, her efforts to promote conversation about race have resulted in her critically acclaimed book, The Grace of Silence: A Memoir. She received accolades for a Peabody Award-winning initiative, “The Race Card Project,” which fosters conversation among individuals about their differences. Norris was previously the director of “The Bridge”—the Aspen Institute's program on race, cultural identity and inclusion—which addresses some of America's most complex issues by encouraging people to explore and engage with differing perspectives.

Join us for a Virtual Walk/Run

Each year at the Annual Conference we hold a walk/run, and this year we are encouraging everyone to walk or run on their own and share their selfie. Just submit your selfie here before 5:00 p.m. on Tuesday, and we will include it in our conference opening slide deck. Get some exercise, and share your smile with other MASBO members!

Submit Your Selfie →

Excel Experts Office Hour Sign-up

Get answers to your Excel questions from MASBO Excel Experts! On Tuesday, May 4, they will be available between 1:00-2:30 to help—just sign up in advance for a 15 minute appointment and be prepared to share your spreadsheet with the Expert.

Sign Up →

Ask the Presenter

Presenters from five of our recorded sessions will be available on Wednesday, May 5 at 2:00 p.m. to answer your questions or further discuss their presentations. Drop in for some conversation with our presenters and other peers!


Pre-Recorded Sessions — Available Monday, May 3

50-Minute Sessions

  • Economic Update - Navigating the COVID-19 Unnatural Disaster
    Jim Glassman, Managing Director & Head Economist Commercial Banking, JP Morgan Chase Bank, N.A.; Nancy Dorsa, Executive Director, JP Morgan Chase Bank, N.A
  • "That's Not Right." Common Problems in School Construction
    Joseph Langel, Shareholder, Ratwik, Roszak & Maloney, P.A.
  • Lessons Learned: Building Design, Operations, and Maintenance throughout COVID
    Kyle Fisher, Facilities and Safety Coordinator, Eden Prairie Public Schools, Amy Satterfield, Director of Business Development, IEA, Inc.; Troy Miller, Educational Planner and Architect, LHB
  • The Impact of COVID-19 on Your 403(b) Plan
    Robert Ard, Senior Vice President, Chief Compliance Officer, U.S. OMNI & TSACG Compliance Services
  • Recent Changes to the Standard Form AIA Owner-Architect Agreement: What All School Districts Need to Know When Starting a Construction Project
    Stephen M. Knutson, Attorney, Knutson, Flynn & Deans, P.A.; Katharine Saphner, Attorney, Knutson, Flynn & Deans, P.A.
  • School District Considerations in Selling Unused Buildings Originally Financed with Tax-Exempt Bonds
    Martha Ingram, Attorney at Law, Kennedy & Graven, Chartered
  • Red Ink and Red Tape: The Law of Crowdfunding, Fundraising, and Donations
    Nathan Shepherd, Attorney, Ratwik, Roszak & Maloney, P.A.
  • Change Management for School Districts
    Corey Tramm, VP — Business Development, Sourcewell Technology

Recorded Goldmines

  • Workflow Visualization and Process Management - Kanban
    Sara Girard, Lead Business Analyst and Consultant, Girard Consulting; Duane Girard, Agile Coach, Girard Consulting
  • Getting comfortable with your OPEB note disclosures; Laura Pistotnik, Consulting Actuary, Van Iwaarden & Associates; Emily Erickson, Actuarial Manager, Van Iwaarden & Associates
  • Transportation Reporting & Special Situations
    Kelly Garvey, Pupil Transportation Specialist, Minnesota Department of Education
  • Reading and Understanding Your Audited Financial Statements
    Jennifer Smith, Finance & Funding Specialist, ARCC
  • Progressive Discipline
    John Edison, Partner, Rupp, Anderson, Squires & Waldspurger, P.A.
  • Using Data to Drive Technology Decision-Making
    Mary Mehsikomer, Outreach Facilitator, Sourcewell Technology; Lisa DeRoy
  • Entering the Road to Measuring ROI
    Delonna Darsow, Sourcewell Technology
  • Monthly Budget Analysis - A Link to Operational Forecasting
    Todd Netzke, Forecast5 Analytics; Andrew Adams, Faribault Public Schools
  • Everything you need to know about 403(b) Auto Enrollment
    Kent Schutte, President, EFS Advisors

Recorded Webinines

  • Resources for YOU on MSBA's New Website
    Tiffany Gustin, Associate Director of Management Services, Minnesota School Boards Association
  • Market Update
    Danny Nelson, PFM

Tuesday, May 4 — Live Sessions

1:00 – 2:30 p.m.

Excel Office Hours

Jean Kopp, Director of Business Services, Tri-City United ISD2905; Randy Anderson, Director of Business Services, North St. Paul, Maplewood-Oakdale ISD #622

Get answers to your Excel questions from MASBO Excel Experts! Sign up in advance for a 15-minute appointment, and be prepared to share your spreadsheet with the Expert.

Sign Up →

Wednesday, May 5 — Live Sessions

2:00 – 2:30 p.m.

Ask The Presenter

Sara Girard, Workflow Visualization and Process Management - Kanban; Joe Langel, "That's Not Right:" Common Problems in School Construction; Tiffany Gustin, Resources for YOU on MSBA's New Website; Katharine Saphner & Stephen Knutson — Recent Changes to the Standard Form AIA Owner-Architect Agreement; Robert McLean - 403b, The Impact of COVID-19 on Your 403(b) Plan

Presenters from five of our recorded sessions will be available to answer your questions or further discuss their presentations. Drop in for some conversation with our presenters and other peers!


Thursday, May 6 — Live Sessions

8:30 – 8:40 a.m.

Welcome and Announcements

Christopher Onyango-Robshaw, MASBO President-Elect


Thursday, May 6 — Live Sessions

8:40 – 9:40 a.m.

Keynote Presentation: The Race Card

Michelle Norris, Washington Post Opinions Columnist, Former NPR Host and Special Correspondent, and Founding Director of “The Race Card Project”

Join us for a discussion on race and identity in America, with Peabody Award-winning journalist Michele Norris, founder of The Race Card Project™. The Race Card Project creates sturdy cultural bridges through candid conversation using real stories on race, culture and identity. In 2010, former NPR journalist Michele Norris began inviting people to distill their thoughts on the word race to only six words. Since then, The Race Card Project™ has collected more than 500,000 “postcards” from all 50 states and 96 countries. People often send backstories and photos to share more about what is behind their six-word statements. Many of these essays contain sentiments and hard truths rarely expressed out loud. Today, these powerful six-word memoirs kickstart honest conversations that leave people with a better sense of each other, and themselves, through a variety of tools and resources. The goal is to tap into the stories, people and threads that make up our complex cultural landscape and then engage people to talk across difference, race, inclusion and identity.


9:40 – 10:00 a.m.

Break


10:00 – 10:50 a.m.

UFARS Hot Topics

Deb Meier, Educational Specialist II, Minnesota Department of Education; Molly Koppes, Educational Specialist II, Minnesota Department of Education

Deb Meier & Molly Koppes will update MASBO members on current UFARS hot topics.


10:50 – 11:10 a.m.

Break


11:10 a.m. – Noon

Special Education Update

Paul Ferrin, Special Education Funding & Data Supervisor, Minnesota Department of Education

Topics discussed will include general special education funding updates, MOE, and other pertinent topics.


Noon – 12:30 p.m.

Break


12:30 – 12:45 p.m.

Hallway

Before you go to the next session, join us in the Hallway to see other MASBO members. You'll be put into various breakout rooms and have a chance to meet up with old and new friends.


12:45 – 1:00 p.m.

Business Meeting & Goldmine Intro

In our Annual Business Meeting, we will elect a new Board member, briefly attend to association business and recognize this year's award recipients!

Gold Mine sessions are thirty minutes packed with information. There also are several recorded Gold Mine sessions, so if one of the live sessions doesn't fit your needs, choose from one of the recorded sessions during this time.


1:00 – 1:30 p.m.

Goldmine #1: Independent Contractor vs. Employee

Jim Martin, Attorney, Martin Law Firm

When is someone you hire an employee or an independent contractor? This presentation will review the differences between an employee and an independent contractor. Several school districts have recently been audited in this area by the Minnesota Department of Revenue.


1:30 – 1:40 p.m.

Break


1:40 – 2:10 p.m.

Goldmine #2: Planning for the Worst: Proactive Strategies for Operational Continuity in your Business Office

Leah Davis, President AEM Workforce Solutions, Abdo, Eick & Meyers

If COVID-19 has taught employers anything, it’s that we need to be prepared for everything. Join us to discuss how you can better plan and prepare for the unexpected and implement business continuity measures to ensure that a staff outbreak, tragedy, or surprise termination doesn’t sideline your critical operations.


2:10 – 2:20 p.m.

Break


2:20 – 2:50 p.m.

Goldmine #3: Your Experience Mod and COVID-19

Mark Kraemer CIC, CSRM, CWCA, Senior Vice President, USI Insurance Services

Without a basic understanding of how your insurance company arrives at the amount they charge, the impact of COVID-19 on your workers’ compensation program will remain unclear. Discover how your premium is calculated and hidden cost-drivers, as well as little-known processes to control your work comp costs. Plus we’ll review the impact of COVID-19 on your experience mod.


2:50 – 3:00 p.m.

Break


3:00 – 3:50 p.m.

LTFM Review “Old and New”

Sarah C. Miller, Education Finance Specialist, Minnesota Department of Education

Frequently asked questions (FAQs) about LTFM ten-year planning, funding, projects, revisions, and current hot topics.


Friday, May 7 — Live Sessions

8:00 – 8:25 a.m.

Office-Appropriate Yoga

Anna Billman, ASBO Intl.

The benefits of yoga are many — from controlling stress, to increasing flexibility and balance, to uplifting your mood. In this session, Anna will lead us through some chair and standing movements and positions that can be done anywhere.


8:30 – 8:45 a.m.

Welcome and Legislative Updates

Christopher Onyango-Robshaw, MASBO President-Elect; Valerie Dosland, MASBO Lobbyist


8:45 – 9:35 a.m.

Administering & Negotiating Contract Language

Loni Morrow, General Counsel, Aviben; Chris Williams, Benefit Consultant, Aviben

Learn methods of negotiating contracts for yourselves and ways of administering negotiated benefits for employees, including highly compensated employees.


9:35– 9:50 a.m.

Break


9:50 – 10:40 a.m.

Accounting and Auditing Update

Jim Eichten, Managing Partner, MMKR

This session is intended to cover topics in school district accounting and auditing including the impact of COVID-19 on audits, legal compliance update, implementation of GASB statements including leases, Statements on Auditing Standards (SAS), and Single Audits of Federal Awards including uniform guidance revisions and program specific audit guidance.


10:40 – 11:00 a.m.

Break


11:00 – 11:50 a.m.

What's New in School Financing Options?

Greg Crowe, Senior Municipal Advisor/Principal, Ehlers; Jeff Seeley, Senior Municpal Advisor, Ehlers

Learn about different capital financing tools available to school districts and how it can be advantageous to “mix and match” them to save taxpayer dollars, reduce ballot sticker shock, and maximize district resources. Old tools – new uses!


11:50 a.m. – 12:30 p.m.

Break


12:15 – 12:30 p.m.

Hallway

Before you go to the next session, join us in the Hallway to see other MASBO members. You'll be put into various breakout rooms and have a chance to meet up with old and new friends.


12:30 – 1:20 p.m.

Federal Funds Update

Andre Prahl, Minnesota Department of Education

Get the latest information on the various federal funding programs for schools.


1:20 – 1:40 p.m.

Break


1:40 – 2:30 p.m.

Never Too Soon! Effective Steps and Strategies to Start Planning your Next Referendum

Bob Noyed, Vice President, CESO Communications

Successful referendum campaigns start with a simple, well-articulated strategy that is executed with perfection. The earlier you start laying the groundwork, the more likely you will experience success. This session will outline the planning, communication and engagement action steps for an 18-24 month plan to position your district for referendum success.


2:30 – 2:50 p.m.

Break


2:50 – 3:40 p.m.

Data Analytics from a Forensic Perspective

Tyler Schmidt, Forensic Accounting Manager, Eide Bailly; Jason Olson, Partner, Eide Bailly

The future economy is all about data, so it is important to make sure your data is working for you! The information that can be found from analyzed data trends can help you determine where your school might be vulnerable or where risks may be hidden.


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.

 

Handouts

Presenter

Andrew Adams's Profile

Andrew Adams Related Seminars and Products

Executive Director of Finance & Operations

Eden Prairie Schools


Robert Ard Related Seminars and Products

U.S. OMNI


Rob is the President and Chief Executive Officer of OMNI. Rob joined OMNI in 2008 as Staff Attorney and has been a central figure in developing OMNI’s services around the 2009 403(b) and 457(b) Regulations, implementing OMNI’s 403(b) and 457(b) written plans and creating OMNI’s Preferred Provider Program (P3). Rob’s prior roles at OMNI also include Compliance Director, Chief Compliance Officer, General Counsel and Vice President. Prior to joining OMNI, Rob practiced law at a Rochester, New York law firm handling civil litigation matters in both Federal and State Courts. Rob also clerked for the Villanova Graduate Tax Program and litigated matters in the United States Tax Court. Throughout his years at OMNI, Rob has worked closely with OMNI’s clients, Teachers Unions and attorneys in drafting school district policies and agreements to incorporate deferred compensation plans. Rob has also been a frequent presenter at 403(b)/457(b) seminars for OMNI’s clients and investment providers, and at ASBO events throughout the country.



Greg Crowe Related Seminars and Products

Financial Advisor

Ehlers & Associates, Inc.


Greg is a Senior Municipal Advisor and leads the Ehlers education team in his role as Principal. Prior to joining Ehlers, Greg worked for 19 years as a Fiscal Analyst at the Minnesota House of Representatives, serving two of them as co-controller of House operations. During that tenure, Greg specialized in education finance, including working on the original statutory language for much of the education finance system in Minnesota today.


Delonna Darsow Related Seminars and Products

Strategic Initiatives Lead

Sourcewell Technology


Darsow has over 30 years of experience serving in K-12. Currently the Sourcewell Technology Product Manager for Analytics, she has held positions as district administrator, principal, and classroom teacher. Skilled in leadership, data analysis, program evaluation, organizational change, measurement, strategic planning, and technology leadership. Darsow holds a Ph.D. in Education Policy and Administration with an emphasis on Program Evaluation from University of Minnesota-Twin Cities.


Leah Davis's Profile

Leah Davis Related Seminars and Products

Abdo, Eick & Meyers, LLP


Leah joined Abdo, Eick & Meyers in 2016 as President of AEM Workforce Solutions after owning and operating her own business, providing outsourced Human Resources and payroll support, for over ten years. She also has several years of experience in public accounting, focusing on business tax and financial institutions.


Nancy Dorsa's Profile

Nancy Dorsa Related Seminars and Products

J.P. Morgan Chase Bank


Nancy Dorsa is with JP Morgan's Government Banking team, delivering bank services to government clients in Minnesota, North Dakota and South Dakota. Nancy serves on Minnesota's Market Leadership Team representing JP Morgan with government officials and persons of influence in the community. Previously Nancy worked for 20 years in the public sector as Deputy Director and Controller for two State of Indiana agencies.


Valerie Dosland's Profile

Valerie Dosland Related Seminars and Products

MASBO Lobbyist

Ewald Consulting


Valerie Dosland is the Director of Government Affairs at Ewald Consulting, where she provides government relations and lobbying services to clients in the areas of early childhood and K-12 education. Valerie assists her clients in policy development, lobbying and monitoring of legislative activities as well as grassroots development and engagement. Prior to joining Ewald Consulting in 2005, she worked for nine years at the Minnesota House of Representatives as a research consultant specializing in the areas of early childhood and K-12 education. Valerie is a graduate of the University of Minnesota with a B.A., is an alumni of the U of M’s Humphrey Policy Fellows program, and serves on the board of the YMCA Youth in Government Program.


John Edison Related Seminars and Products

Rupp, Anderson, Squires & Waldspurger, P.A.


John represents school districts and charter schools throughout Minnesota on a wide range of issues. He has worked with public sector entities in Minnesota for his entire legal career.


Jim Eichten, CPA's Profile

Jim Eichten, CPA Related Seminars and Products

Managing Partner

MMKR


Since the start of his career in 1989, Jim Eichten has specialized in providing accounting, auditing, and consulting services for clients in governmental, nonprofit, and commercial industries, among others. During this time, Jim has provided service to a variety of institutions; helped organizations earn and retain industry certifications, and consulted on financial management issues. To keep his skills current, Jim receives at least 40 hours annually of continuing professional education, a significant portion of which are related specifically to governmental issues. Jim holds a Bachelor of Arts degree in business administration, with an accounting emphasis, from the College of St. Thomas.


Emily Erickson Related Seminars and Products

Van Iwaarden Associates


Emily is an actuarial manager at Van Iwaarden Associates with over 11 years of experience, including more than 5 years working in private health insurance. She helps public and private sector employers gather all required OPEB information. She also enjoys explaining data requirements and how they will impact accounting results.


Paul Ferrin Related Seminars and Products

Supervisor of Special Education Funding and Data

Minnesota Department of Education


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.


Kyle Fisher Related Seminars and Products

Director of Facilities

Eden Prairie School Disctrict


Kyle Fisher has been with Eden Prairie Schools since 2014. He previously held the title of Field Superintendent with a Construction Management firm. He received a degree in Secondary education and taught Middle School Social Studies for four years. This unique background provides him with the ability to understand the needs of teaching staff and the requirements of building operations, maintenance and construction.


Kelly Garvey Related Seminars and Products

Student Transportation Specialist

Minnesota Department of Education


Kelly Garvey is with the Minnesota Department of Education, School Finance Division, Student Transportation. She is responsible to administer the pupil transportation program by providing consultation on the aspects of the transportation program. In addition, Kelly develops procedures and forms for reporting of data required of the different types of transportation. She also writes newsletters, memorandums, and handbooks to increase understanding and awareness of the program.


Duane Girard Related Seminars and Products

Girard Process Consulting LLC


Duane Girard is a accomplished Scrum Master and Agile Coach with experience coaching software and non-software organizations in the application of Agile frameworks. He is passionate about finding ways to be more effective by taking a step back and examining our ways of working.


Sara Girard's Profile

Sara Girard Related Seminars and Products

Girard Consulting


Sara Girard has five years of experience working within school districts throughout MN and was awarded the MASBO Rising Star Award in 2018. She currently provides management and finance process consulting services to school districts in MN.



Tiffany Gustin's Profile

Tiffany Gustin Related Seminars and Products

Associate of Management and Insurance Trust Services

MN School Boards Association


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.


Martha Ingram Related Seminars and Products

Attorney

Kennedy & Graven


Martha is a shareholder at Kennedy & Graven, Chartered. Martha represents municipalities as development counsel and bond counsel in connection with their public finance needs. In particular, Martha assists school districts in all aspects of financing for operations and construction, including coordination of annual school levies and bond referendums.


Stephen Knutson's Profile

Stephen Knutson Related Seminars and Products

Attorney (Partner)

Knutson, Flynn & Deans PA


Stephen Knutson serves as general legal counsel for many Minnesota school districts in all areas, including public sector employment, employee discipline and discharge, reductions in force, unfair labor practices, discrimination, student discipline, student rights, data privacy, open meeting law, competitive bidding and public contracting, special education, construction and litigation. Mr. Knutson has successfully represented school districts through all phases of litigation, including administrative hearings, state and federal courts in Minnesota and the 8th Circuit Court of Appeals.


Jean Kopp Related Seminars and Products

Director of Business Services

Tri-City United ISD2905


Molly Koppes Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education


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.


Mark Kraemer Related Seminars and Products

Senior Vice President, School Focus Group Consultant

USI Insurance Services


 

Mark specializes in workers’ compensation insurance and program management. Mark is one of Minnesota’s 23 Certified Work Comp Advisors and named to the first agency advisory council for one of the largest self-insured funds in Minnesota. One of 33 Certified School Risk Managers in Minnesota, Mark is a long-time speaker and educator on the topic of workers’ compensation. He focuses on working with school districts within USI’s School Focus Group. Mark works with districts, doctors, and insurers to help employees get the best possible care, control and minimize the impact of claims, thus driving down the experience mod and reduce costs.


Joseph J Langel's Profile

Joseph J Langel Related Seminars and Products

Partner

Ratwik Roszak & Maloney PA


Joseph Langel is a shareholder of Ratwik, Roszak & Maloney, P.A. and primarily represents school districts, cities and counties. Mr. Langel provides general counsel in virtually all areas of municipal law, with extensive experience in public contracting and bid laws, construction, leasing and condemnation. He has also defended school districts in a variety of litigation cases in state and federal court, including contract disputes, construction defects, personal injury, defamation, civil rights and discrimination.  Mr. Langel graduated magna cum laude from Loras College in 1987, and received his M.A. degree from the University of Chicago in 1988. He received his J.D. degree, cum laude, from the University of Minnesota Law School in 1994.


Sofia Lykke Related Seminars and Products

Kennedy & Graven


Sofia Lykke is a shareholder at Kennedy & Graven, Chartered, practicing in the area of public finance, with particular focus on governmental bonds, conduit bonds, and school district financing. Sofia assists school districts in school building bond transactions and other forms of school financing including lease-purchase transactions.


Jim Martin's Profile

Jim Martin Related Seminars and Products

Owner/Attorney

Martin Law Firm


Jim represents public and private sector employers in a broad scope of employment and labor law issues. With legal experience and experience as a human resources professional, Jim brings a practical approach to help clients achieve their objectives. Areas of practice include employment contracts, severance agreements, employee handbooks and policies, wage/hour law, discrimination, employee discipline, non-compete agreements, Minnesota Data Practices Act, Minnesota Veterans’ Preference Act, collective bargaining, unfair labor practice defense, administration and interpretation of collective bargaining agreements, grievance arbitration and investigations of employee misconduct.


Mary Mehsikomer's Profile

Mary Mehsikomer Related Seminars and Products

Technology Integration Development & Outreach Faci

Sourcewell Technology


Debra A Meier Related Seminars and Products

Education Finance Specialist II

Minnesota Department of Education


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 Related Seminars and Products

Educational Finance Specialist II

Minnesota Department of Education


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.


Troy Miller's Profile

Troy Miller Related Seminars and Products

Education Focus Leader

LHB


Troy has been working with school districts for over 30 years helping them plan and design new and renovated facilities. In 2020, he received the Associate Leaders Award from MASBO for his outstanding contribution to the advancement of the school business profession. His chief interests are in educational planning and designing buildings that are a unique as the communities they serve. A frequent presenter at professional associations, Troy‘s passion for promoting sustainable design and healthy building strategies to help achieve better student performance is contagious.


Loni Morrow Related Seminars and Products

General Counsel

Aviben


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.


Danny Nelson Jr.'s Profile

Danny Nelson Jr. Related Seminars and Products

Director

MSDLAF+/PFM Asset Management LLC


Danny Nelson is a Director at PFM Asset Management where he manages relationships for municipal governments in Minnesota. He provides investment advisory services, develops investment policies, helps with cash flow analyses, and monitors guidelines/strategy implementation. Danny provides public entities with training, technical, and analytical support with respect to clients’ investments.


Todd Netzke Related Seminars and Products

President

Frontline Education


Todd Netzke has been working in Public Finance for over 20 years. He joined Forecast5 Analytics as a Senior Analytics Advisor in August of 2019. As a part of the Forecast5 team, Todd works on product development and customer training and support.



Bob Noyed's Profile

Bob Noyed Related Seminars and Products

Vice President

The CESO


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.


Jason Olson Related Seminars and Products

Eide Bailly


As a Fraud & Forensic Advisory partner, Jason oversees proactive and reactive forensic accounting and digital forensic engagements. He spends the majority of his time assisting clients who are dealing with a financial or cyber incident. Jason often works closely with clients for internal investigative, insurance claim, civil and/or criminal litigation purposes. With such well-rounded experience, Jason often gets called in to provide litigation support for civil and criminal proceedings when concerns of fraud are involved.


Laura Pistotnik Related Seminars and Products

Consulting Actuary

Van Iwaarden Associates


Laura is a consulting actuary at Van Iwaarden Associates with over 12 years of experience helping public and private sector employers manage their OPEB reporting requirements. She enjoys explaining results in layperson’s terms so that employers understand the details of their reports.


Andre Prahl Related Seminars and Products

Agency Finance Director

Minnesota Department of Education


André Prahl is the Agency Finance Director at the Minnesota Department of Education. The division is responsible for budget development, federal programs, reporting, procurement, accounts payable, accounts receivable, grant services, payroll, and is currently managing the over $3 billion in Federal COVID funding. Ms. Prahl has 13 years of experience in financial management at the state level. Prior, she held various positions at the University of Minnesota’s Carlson School of Management, including 10 years as the administrator of the Accounting Department.


Katharine Saphner Related Seminars and Products

Knutson, Flynn & Deans


Katharine Saphner is an attorney at Knutson, Flynn & Deans, where she has worked for three years practicing education law and representing school districts on a variety of matters, including matters related to the Safe and Supportive Minnesota Schools Act and discrimination under both state and federal law.


Amy Satterfield's Profile

Amy Satterfield Related Seminars and Products

Director of Business Development

IEA, Inc.


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.


Tyler Schmidt Related Seminars and Products

Eide Bailly


Tyler Schmidt has been a Forensic Accounting specialist with Eide Bailly for over six years. He helps our clients safeguard assets through proactive internal control examinations. He also examines financial transactions to document losses. These examinations assist clients with insurance claims, civil and/or criminal litigation.


Kent Schutte Related Seminars and Products

President/CEO

EFS Advisors


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.


Jeff Seeley Related Seminars and Products

Senior Municpal Advisor

Ehlers & Associates, Inc.


Jeff assists Minnesota and Wisconsin school districts in developing financial solutions that improve and enrich the regions’ learning communities. Prior to joining Ehlers, he was Director of Fiscal Affairs with Winona School District for eight years. He also served as the Financial Director for three different Wisconsin school districts.


Nathan Shepherd Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A


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.


Jennifer Smith Related Seminars and Products

Finance Funding & Management Specialist

ARCC-Arrowhead Regional Computing Consortium


Corey Tramm Related Seminars and Products

Chief Technology Officer

Sourcewell Technology


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.


Chris Williams Related Seminars and Products


Chris Williams has been a consultant at Aviben for 8 years. He specializes in HRAs, FSAs, and ACA employer compliance. Before Aviben, Chris attended the University of Northern Iowa where he received a BA in Business Management.