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Course

2021 MASBO Winter Conference



Dates

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Description

The Winter Conference includes both live sessions and recorded webinars. In addition to sessions on COVID-related topics, MDE updates, and other timely information for this time of year, our new Think Tank sessions will provide valuable and practical information in a panel discussion format. We will also be focusing on wellness, with an opening keynote on resilience, and a short session on relieving stress through mindful movement. Please note: schedule is tentative and subject to change.

Monday, February 1

Recorded content available

Thursday, February 4 — Live Sessions

8:30 – 9:40 a.m.

Opening Announcements and Keynote: Your Personal Operating System - The Key to a Good Quality of Mind, Michael Maddaus, MD


10:00 – 10:50 a.m.

UFARS Update, Deb Meier, Molly Koppes


11:10 a.m. – Noon

Pandemics and Privacy Answers to Top Questions about Data Privacy & COVID-19, Trevor Helmers


1:00 – 1:50 p.m.

Excel, Randy Anderson


2:10 – 3:00 p.m.

Cash Flow During COVID, Steve Pumper, Michael Hart


3:20 – 4:10 p.m.

Think Tank Session — Budgeting, Marie Schrul, Curtis Mahanay

Friday, February 5 — Live Sessions

8:15 – 8:45 a.m.

System Re-Set: Mental Centering, Mindful Movement, and Guided Relaxation, Anna Billman


9:00 – 9:50 a.m.

Special Ed Update, Paul Ferrin


10:10 – 11:00 a.m.

Implicit Bias: The Big Trust Buster, Regina Seabrook


11:20 a.m. – 12:10 p.m.

COVID-19: What Do We Do Now? Jennifer Earley


1:00 – 1:50 p.m.

GEER and ESSER Update, Michael Diedrich


2:10 – 3:00 p.m.

Understanding the New COVID-19 Relief Funding, Andre E. Prahl


Monday, February 8

Follow-up recorded content available


Day One - Live Sessions

Opening Keynote - Your Personal Operating System - The Key to A Good Quality of Mind, Michael Maddaus, MD
We all have a Personal Operating System - a set of habits borne of our genetics, childhood, careers, and other life experiences. Sometimes our Personal Operating System serves us well, and sometimes not. In this personal and courageous talk, Dr. Maddaus guides you through his story of how he redesigned his own Personal Operating System based on the scientifically based habits of his Resilience Bank Account and the dramatic impact it has had on his life and the lives of others. Dr. Maddaus shows how anyone, with the right intention, can do the same.

You will learn how to:

  • Program your own Personal Operating System.
  • Fund your personal Resilience Bank Account and build your reserves.
  • Build your habit bank one small step at a time.
  • Leverage the two brain reward systems that drive us to thrive.
UFARS Update, Deb Meier- MDE; Molly Koppes- MDE
The MDE Financial Management Team will discuss UFARS updates and CARES Act Accounting.
 
Pandemics and Privacy Answers to Top Questions about Data Privacy & Covid-19, Trevor Helmers- Rupp, Anderson, Squires & Waldspurger, P.A.
COVID-19 has created a “new normal” for the way we live and work, and has raised may questions about how school districts protect the health and personal data of its employees. This presentation will address privacy issues that schools have been facing during the pandemic, and provide guidance on best practices.
 
Excel, Randy Anderson- ISD #622- North St. Paul- Maplewood-Oakdale
 
Cash Flow During COVID, Steve Pumper- PMA Financial; Michael Hart- PMA Financial
County tax delays, potential State Aid Shifting and/or decrease in State Aid Funding, additional expenditures related to COVID, all are playing havoc on Cash Flow. Learn how to track this and be prepared to short term borrow during these uncertain times.
 
Think Tank - Budgeting, Marie Schrul- St. Paul Public Schools; Curtis Mahanay- St. Paul Public Schools
Creating a budget is never an easy task, and this year takes it to a whole new level. In this Think Tank session, hear from a panel of your colleagues about how they are approaching budgeting--their processes, assumptions and best guesses!
 

Day Two - Live Sessions

System Re-Set: Mental Centering, Mindful Movement, and Guided Relaxation, Anna Billman
Learn simple ways to create a mental break for yourself using tools you carry around with you every day, connect mind to body and nourish joints with simple movements, and then join in a guided relaxation exercise. Adding these techniques to your “self-care toolkit” can help you regulate your nervous system, maintain joint health, and manage your responses to stressful situations.
 
Special Ed Update, Paul Ferrin- MDE
The MDE speical education team will discuss special ed updates, MOE and other pertinent topics.
 
Implicit Bias: The Big Trust Buster, Regina Seabrook - Equity Alliance MN
Our brain takes in 11 million bits of information per second, but is only able to process 40 of those bits. The information we filter affects how and why we make the decisions we do. Learn more about implicit bias, the impact implicit bias has on our decision-making, and how we can actively shift our behavior, attitudes, and actions as school leaders to ensure that we are engaging with others from a place of greater awareness and better supporting our district's educational equity goals.
 
COVID-19: What Do We Do Now? Jennifer Earley- Ratwik, Roszak & Maloney
As COVID-19 continues to rage on, schools struggle to address the ever changing laws, regulations and orders that have been created to respond to the epidemic. This presentation will address the present state of the obligations of schools to address personnel matters related to COVID, including answering your most pressing questions related to employee leaves under state and federal law and administrative orders and guidance, and how these obligations pair with existing rights under collective bargaining agreements, the FMLA and ADA.
 
GEER and ESSER Update, Michael Diedrich- MDE
MDE ESEA staff will provide an update on the GEER and ESSER Application and Budgeting Steps (guidance that was released in December 2020) and any additional information on the use of federal funds in these programs.
 
Timely Topic, Speakers TBD
One thing we know for sure is that change happens, and with the pandemic it is more sudden and unpredictable than ever. To be able to best react to the current situation, we will hold off on setting the topic until we get closer to the conference.
 

Recorded Breakout Sessions

Negotiations: An Integral Part of Financial Planning, Ann Thomas- Forecast 5 Analytics; Scot Ecker- Forecast5 Analytics; Jennifer Walsh- Albert Lea Area Schools; Todd Netzke- Forecast5 Analytics
As a result of COVID-19 and uncertainty regarding the state’s financial future, districts are reassessing their financial situations and determining what they can afford. This presentation will demonstrate how creating multiple negotiations scenarios can provide critical insights into salary schedule implications and benefit costs, to help districts make more informed decisions regarding their current budget and long range plan.
 
How to Prioritize LTFM & Prepare for Future Budget Unknowns, Marc Retish- Ameresco; Eric Laumeyer- Ameresco
Long-Term Facilities Maintenance requires Districts to provide 10 years of capital projects to the State. That effort, when done with forethought and rigor, provides data to prioritize projects, tamp-down risk, establish capital budgets, and understand the future of your real estate portfolio. Bundled together, the data makes compelling business cases for stakeholders to understand funding and future investments.
With over 20 years of experience in facility management services in commercial, public, educational, and municipal clients, Marc has provided capital planning services to the public sector across millions of square feet. Marc lives in the Twin Cities and performs a national role for Ameresco as a subject matter expert.
 
Upcoming GASB Standards and GASB 87 Implementation Steps, Bonnie Schwieger- Abdo, Eick & Meyer
Bonnie Schwieger, CPA, with Abdo, Eick & Meyers will provide an overview of upcoming GASB Standards and a deep dive into GASB 87 implementation steps. Many GASB Standards were delayed due to the Coronavirus pandemic, we will review the calendar of upcoming GASB Standards and ensure your School District is prepared for implementation.
 
Claims Management During COVID, Cassandra Rudy- Marsh & McLennan
 
Teaching New (and ‘Old’) Dogs about School Finance, Tiffany Gustin- MSBA
MSBA provides training for school board members through Phase trainings and officers’ workshops. Hearing what they learn will help you prepare for the questions they will ask you when they come back to the board table, Zoom meeting or district office.
 
Cyber Security - The Complex & Inevitable Exposure, Amy Diedrich- Marsh & McLennan; Mario Paez- Marsh & McLennan
The average ransom demand stemming from cyber extortion incidents has grown exponentially with an average demand over $233,800 with multi-million demands also becoming more frequent. These cyber-attacks are especially challenging for school districts, forcing many districts in an even more vulnerable position under distance or hybrid learning environments. Is your school district in a position to withstand a cyber-attack?
 
In this session, our speakers will explain to you the threat, risk management techniques to help prepare for a likely attack, and what considerations your school district will need to know when a cyber-attack impacts your business.
 
COVID Implications for Facility Cleaning, Taylor Dickinson- IEA
COVID-19 Implications on Facility Cleaning will dive into what good cleaning practices are and how to ensure they are being followed in your facilities. We will also discuss the different methods of technology that you may be seeing in the media, such as: electrostatic sprayers, bipolar ionization, UV light and air purifiers.
 
Is Your Financial and Human Resource Data Ready for Student Decision-Making? Christine Mahoney- Sourcewell; Delonna Darsow- Sourcewell Technology
Is your school rapt with data but you struggle to understand what it is actually telling you? Does your organization have a strategic plan, district improvement plan, financial goals, Every Student Succeeds Act plan, among countless other plans that require goals and outcomes connected to student success? You’re not alone. Leave this system agnostic session with tips on maximizing your systems data, and considerations when setting up your source data systems.
 
Career & Technical Ed Update, Jan Carlson- MDE
MDE staff will provide an update on the following aspects of Career and Technical Education - revenue, levy, program approvals, budget reporting, expenditure reporting and any other pertinent information.
 

Recorded Webinines

Making the Most of Google Meets, Mary Mehsikomer- Sourcewell
In this session, participants will get a quick overview of Google Meets features and tips on making the most of your videoconferencing experience with Google Meet.
 
Making the Most of Google Sheets, Mary Mehsikomer- Sourcewell
Google Sheets has many of the same features as Excel, and also add on programs that can provide additional functionality. Participants will learn tips on maximizing the power of Google Sheets using add on programs, moving Sheets into Excel, and more.
 
How to Build Trust Through Effective Communications, Bob Noyed- The CESO
Trust is often challenging to develop yet very easy to lose. In this session, learn a simple definition of trust and framework that allows you to build and enhance trust as you communicate with individuals and audiences.
 
School Finance Working Group Recommendations, John Carlson- Rochester Public Schools
This session will describe the process that the School Finance Working Group used to make the recommendations that have been sent to the Commissioner.
 
Market Update, Brian Johnson- PFM Asset Management; Danny Nelson- PFM Asset Management
This session will provide a high level economic and financial market overview as it relates to the impact of the COVID-19 pandemic and will focus on what the future may hold for investment earnings for Minnesota school districts. (Credits not available.)
 

Follow up Videos

Everyday Resilience Tips
In this video Dr. Maddaus will describe what he considers to be essential daily resilience habits - the must do actions that can make a real difference. 

System Re-Set Recap
Review simple techniques you can use to "take a breather," give quick care to hands, neck, shoulders, and spine, and settle the nervous system.

 

Education Credits

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 online 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 Winter Conference, there will BOSA Credits available, and attendees must view all the sessions to receive those credits. Once you register, after you have viewed at least 90% of each of the BOSA sessions, you will automatically be granted the 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.

Handouts

Presenter

Randy Anderson's Profile

Randy Anderson Related Seminars and Products

Director of Business Services

Ehlers & Associates, Inc.


Randy brings nearly 25 years of school finance experience to his role with the firm. Prior to joining Ehlers, he led the Business Services functions for several Minnesota school districts, including New Prague, Elk River, Lakeville and North St. Paul-Maplewood-Oakdale.


Jan Carlson Related Seminars and Products

Minnesota Department of Education


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.


Taylor Dickinson Related Seminars and Products

Virginia & Brainerd Regional Manager

IEA, Inc.


Taylor Dickinson has more than 8 years of experience in the health and safety field working on a variety of projects, including: industrial hygiene sampling, asbestos project design and coordination, health and safety program maintenance and fungal sampling. Taylor’s safety experience started in the mining industry and she is a Part 48 above-ground Certified MSHA trainer, as well as a Certified Safety Professional through the Board of Certified Safety Professionals. She currently oversees operations at IEA’s Virginia & Brainerd offices to assist clients in developing solutions to everyday environmental, health and safety issues, working directly with 34 school districts.


Michael Diedrich Related Seminars and Products

Minnesota Department of Education


Jennifer Earley's Profile

Jennifer Earley Related Seminars and Products

Attorney

Ratwik, Roszak & Maloney, P.A


Jennifer Earley is a shareholder of Ratwik, Roszak & Maloney and a graduate of William Mitchell College of Law. She has nearly three decades of experience counseling and providing training to schools on a wide variety of issues including employee discipline/termination, labor relations and contracts, harassment/discrimination and school policies.


Scot Ecker Related Seminars and Products

Senior Analytics Advisor

Forecast5


Paul Ferrin's Profile

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.


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 Director of Management and Insurance Trust Services for the MN School Boards Association.  Before working for MSBA, she served as a school district Business Manager for ten years. Prior to working in school finance, she was a software engineer and database analyst in the private sector and worked in county government.

In her spare time, she is a volunteer first responder, church pianist, and is the Chief Operations Officer of a crazy household made up of her husband, two adult children and way too many animals.  She loves coffee, bacon, campfires, and spending time with her family, especially the dogs.


Michael Hart's Profile

Michael Hart Related Seminars and Products

PMA Financial Network,LLC


Michael Hart is a Managing Director of Public Finance in Minnesota for PMA Securities. He has over a decade of experience in public finance including 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.


Trevor Helmers's Profile

Trevor Helmers Related Seminars and Products

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


Trevor Helmers is a shareholder with the law firm of Rupp, Anderson, Squires & Waldspurger, P.A., practicing in all areas of school law, municipal law, labor and employment law, land use and environmental law, construction disputes, and civil and appellate litigation.  He conducts employment investigations and leads contract negotiations, and his litigation experience includes lawsuits, arbitration proceedings, special education hearings, and a host of other administrative actions. Trevor regularly presents on topics from all areas of his practice, including developments regarding student searches and social media concerns for school employees and students. He is a member of the Minnesota Council of School Attorneys, the Minnesota State Bar Association, and the Hennepin County Bar Association, and has served as a Board Member for the Hennepin County Bar Foundation. He earned his B.A. degree with honors and distinction from Iowa State University, and his J.D. degree, cum laude, from the University of Minnesota Law School.


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.


Eric Laumeyer Related Seminars and Products

Sr. Account Executive

Ameresco Inc.


Eric is a highly effective relationship manager with a passion for excellence and cross-functional collaboration, adept in engaging all organizational levels. Eric has a strong understanding of economic and industry activity pertaining to customer's business, aligning specific energy efficiency solutions with customer needs to deliver a positive bottom-line impact.


Curtis Mahanay Related Seminars and Products

Hyperion Analyst

St. Paul Public Schools


Debra A Meier's Profile

Debra A Meier Related Seminars and Products

Education Consultant III

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.


Danny Nelson Jr.'s Profile

Danny Nelson Jr. Related Seminars and Products

Director

MSDLAF+/PFM, a division of US Bancorp Asset Management


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.


Mario Paez Related Seminars and Products

Director, Cyber & Technology E&O

Marsh & McLennan Agency LLC


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.


Steve R Pumper's Profile

Steve R Pumper Related Seminars and Products

Vice President

PMA Financial Network,LLC


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.


Cassandra Rudy Related Seminars and Products

Senior Claims Consultant Worker's Compensation

Marsh & McLennan Agency LLC


Cassandra Rudy specializes in workers’ compensation claims and understands the employer perspective as well as the broker management side. She works as an advocate for her clients to achieve claim resolution through aggressive claims management. Cassandra is committed to providing exemplary customer service to her clients, working closely with insurance carriers and others to obtain the most favorable outcome possible. But claims management isn’t the whole picture. To help reduce claims in both severity and quantity, Cassandra works closely with safety and human resources professionals to develop programs that encourage a positive safety, HR, and claims culture.


Marie Schrul Related Seminars and Products

Chief Financial Officer

ISD #834 - Stillwater Area Public Schools


Bonnie Schwieger, CPA Related Seminars and Products

Audit Manager

Abdo, Eick & Meyers, LLP


Bonnie Schwieger, CPA is an Audit Manager with Abdo, Eick & Meyers. Ms. Schwieger joined the Firm in 2012 after graduating from Minnesota State University, Mankato. Her work includes assisting in the audits of several municipal, school district and Single Audits. 


Regina Seabrook Related Seminars and Products

Equity Alliance MN


Regina Seabrook is Director of Research, Curriculum and Professional Development for Equity Alliance MN. With her team, she plans, coordinates and provides educational equity focused professional and organizational learning in collaboration with school leaders, schools and districts.  A visionary, strategist, veteran educator of 22 years and 2010 Finalist for Minnesota Teacher of the Year, she brings the experiences of a classroom teacher, district administrator, parent and cross-sector partner to her work in support of Minnesota’s school children.  She earned degrees in Sociology from Hamline University and Social Studies Education from the University of Minnesota-Duluth, a Master’s Degree in Education from Hamline University and her K12 principal and superintendent credentials from St. Mary’s University of Minnesota. In her spare time, she enjoys spending time with her family, hiking and also serving on the Coalition to Increase Teachers of Color and American Indian Teachers Steering Committee, the Conflict Resolution Minnesota Board of Directors, and the African American Leadership Forum Education Workstream.



JENNIFER WALSH Related Seminars and Products

Director of Finance and Operations

Albert Lea Schools


Amy Diedrich Related Seminars and Products

Marsh & McLennan Agency LLC


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.


Sponsors

Thank you, Keynote Sponsor!

Horace Mann

Thank you, Technology Sponsor!