BREAKOUT SESSIONS - Arizona Association of School Business

SCHEDULE OF EVENTS
8:00 am—9:00 am
Registration &
Continental Breakfast
9:00 am—9:15 am
Welcome
Conference Overview
Conference Chair Anita McLemore
and AASBO President-Elect Michelle
Hamilton welcome attendees
9:15 am—10:05 am
Keynote Address
Deb Duvall, Executive Director for
Arizona School Administrators and
former Superintendent of Mesa
Public Schools.
10:10 am—11:00 am
Breakout Session I
11:05 am—11:55 am
Breakout Session II
12:00 pm—1:00 pm
Lunch
BREAKOUT SESSION I
10:10 am—11:00 am
BREAKOUT SESSION II
11:05 am—11:55 am
(choose one from below)
(choose one from below)
101: Conflict of Interest
This session will feature a concise review of
Arizona’s conflict of interest laws, a discussion of some of the repetitive issues in this
area of the law, and some “best practices”
for procurement professionals in dealing
with conflicts of interest.
Presented by: Charles Grube, Arizona
Office of the Attorney General.
201: JOC using pricing books other
than RS Means
Understanding the use of alternate
pricing books and how to standardize
one method over another.
Presented by: Michelle Hamilton, Mesa Public
Schools; Barry Chasse, Chasse Building Teams
301: USFR Procurement Requirements
Learn what the Uniform Standards of Financial Records (USFR) requires our external
auditors to review and test.
Presented by: Ken Carter, Paradise Valley
Unified School District
401: Vendor Tips on How to Network
Learn the benefits of being an AASBO
member as well as other valuable
networking tips.
Presented by: Laura Szymansoki,
Dysart Unified School District; Hans
Gerressen, Security Benefit
1:00 pm—1:50 pm
Breakout Session III
1:50 pm—2:05 pm
Break
2:10 pm—3:00 pm
Breakout Session IV
3:00 pm
Adjournment
102: Cooperative Contract Due Diligence
Due diligence is here to stay. Join us to learn
the who, how, why and when of performing due
diligence in order to meet audit requirements
on cooperative contracts.
Presented by: Gary Barkman, Mesa Public
Schools; Bill Munch, Valley Schools
Management Group
202: Common Purchasing Audit Issues
Discover some of the most common audit issues
and learn what we as buyers and vendors can do
to reduce these finding.
Presented by: Carter Smitherman, Auditing Firm
of Clifton, Larson, and Allen; John Jones, Peoria
Unified School District
302: How to do Business with a School
Doing business with Arizona School Districts is a
2-way commitment and responsibility. Learn
what Vendors need to know on the proper way of
doing business and establishing good business
relationships with school districts and school
district's responsibilities in maintaining these
business relationships.
Presented by: Lila McCleery, Phoenix Union High
School District; Rosa Saenz, Professional Group
Public Consulting; Hans Gerressen, Security Benefit
402: Purchasing Ethics
How will your procurement action or
decision look on the front page of the newspaper? Ethical decisions are a key component
of transparency. Yvonne and Tom will discuss
ethical consideration for school procurement.
Presented by: Yvonne Volpe, Marana
Unified School District; Tom Peeler, Retired
Conference Snapshot
Track 1
101:
201:
301:
401:
Conflict of Interest
JOC Using Pricing Books Other
than RS Means
USFR Procurement Requirements
Vendor Tips on How to Network
Track 3
103:
203:
303:
Cooperative Contract Due Diligence
Common Purchasing Audit Issues
How to do Business with a School
Purchasing Ethics
Partnering with School Districts
Technology to Benefit Both Buyers
and Vendors
403: Managing Contracts After Award
Track 2
102:
202:
302:
402:
What Vendors Should do When
Submitting a Bid or Proposal
Track 4
104:
204:
304:
404:
Status of the Newly Proposed
Procurement Rule
How to Minimize Student and Auxiliary
Fund Fraud
Fixed Assets and New USFR Requirements
What Should be Done After Award of
a Contract
BREAKOUT SESSION III
1:00 pm—1:50 pm
(choose one from below)
103: What Vendors Should do When
Submitting a Bid or Proposal
Come learn from a panel of experienced
purchasing professionals, auditors and
vendors what strategies will help to make you
more successful when submitting your bids and
RFP’s. Real life examples will be discussed and
there will be time for questions from the panel.
This session will help you make your bids and
proposals more compliant and competitive.
Presented by: Bill Munch, Valley Schools
Management Group, as Moderator; Charlie
Bowers, Centennial Contractors Enterprises,
Inc.; Cheryl Burt, Tolleson Union High School
District; Claudio Leon, Tempe Elementary School
District; Scott Kies, Heinfeld, Meech and Co.,
P.C.; Crystal Korpan, Gilbert Public Schools;
Barry Uhling, Universal Athletics
203: Partnering with School Districts
Learn how to develop school and vendor
partnerships, including how to keep a separation
from the procurement process.
Presented by: Greg Janssen, Arizona
Furnishings; Mike Thomason, Higley
Unified School District
303: Technology to benefit both Buyers
and Vendors
Learn how technology has the ability to make
our jobs more productive and efficient from
individuals that have lived to tell about it.
Presented by: Allie Tossberg, The Public
Group; Robin Griffen, Creighton Elementary
School; Jennifer Bosch, Crane Elementary
School District
403: Managing Contract After Award
Do you know the tricks of managing an
awarded contract?
Learn what our
responsibilities are as both buyers and
vendors, including the latitudes we may
have to change or amend a contract
after an award.
Presented by: Caroline Brackley,
Professional Group Public Consulting; Karen
Fleetwood, Mesa Public Schools
BREAKOUT SESSION IV
2:10 pm—3:00 pm
A Special Thanks to
Our Conference Committee
(choose one from below)
Conference Committee Chair:
104: Status of the Newly Proposed
Procurement Rules
The School District Procurement Rules have
not had a major revision since 1988!
Obviously, some things have changed since
then. A group of school district purchasing
professionals is currently working with the
State Board of Education, the Auditor General
and the Attorney General to update the rules
in their entirety. Final approval of the rule
revisions will be up to the State Board of
Education. Find out what changes are in store
for this major procurement rules revision.
Presented by: Anita McLemore, Peoria
Unified School District; Bill Munch, Valley
Schools Management Group
204: How to minimize Student and
Auxiliary Fund Fraud
Strategies to ensure your school district has
effective internal controls to reduce the risk
of fraud and misuse of student activities and
auxiliary operations funds. Identify best
practices to protect your organization.
Learn from real life case studies on fraud
and misuse of funds and strategies on how
to avoid these pitfalls.
Presented by: Travis Zander, Glendale
Unified School District; Tracy McLaughlin,
Tolleson Union High School District; Scott
Kies, Heinfeld, Meech & Co., P.C.
304: Fixed Assets and New USFR
Requirements
Learn about the new Fixed Asset Requirements
on the USFR Questionnaire.
Presented by: Alan VanHorn, Dysart Unified
School District; David Wood, The Professional
Group Public Consulting
404: What Should be Done After Award
of a Contract?
Learn about what is required as well as
best practices that should be done after
an award of contract.
Presented by: Jani Fasulo, Kyrene
Elementary School District
Anita McLemore
Peoria Unified School District
Committee Members:
Michelle Hamilton, Gary Barkman,
Karen Fleetwood, Lauren Jaramillo
Mesa Public Schools
Anna Romero,
Cary Case, Cora McCan
Peoria Unified School District
Yvette Apodaca, Sarah Sharp
Wist Office Products Company
Jennifer Shields, Karin Smith
Heinfeld, Meech & Co., P.C.
Carolyn Brackley, Rosa Saenz
The Professional Group Public Consulting
Howard Kropp
Washington School District
Mundi Wallace
Buckeye Elementary School District
Crystal Korpan
Gilbert Unified School District
Maria Reed
Prescott School District
Cheryl Burt
Tolleson Union High School District
Laura Szymanoski
Dysart Unified School District
Yvonne Volpe
Marana Unified School District
Bill Munch
Valley Schools Management Group
Barry Uhling
Universal Athletics
Allie Tossberg
The Public Group
Cynthia Jordan
Grainger Industrial
Rhonda Bishop
Kennedy Partners
Hans Gerressen
Security Benefit
Greg Janssen
Arizona Furnishings
Victoria Stringham
TCPN
Sharon Flores
Palominas School District
Sarah Angus
Core Construction
AASBO OFFICERS
President: Mike Barragan, Tolleson Union High School District
President Elect: Michelle Hamilton, Mesa Public Schools
Vice President: Mike Fisher, Littleton Elementary School District
Past President: Bobette Sylvester, Mesa Public Schools
Treasurer: Ken Hicks, Littleton Elementary School District
AASBO DIRECTORS
Director of Child Nutrition: Jim Hemmen, Roosevelt Elementary School District
Director of Membership Services: Ken McKenzie, Phoenix Elementary School District
Director of Education Programs: Annette Moreno, Pendergast Elementary School District
Director of Maintenance & Operations: John Muir, Scottsdale Unified School District
Director of Transportation: Dean Humphrey, Littleton Elementary School District
Director of Purchasing: Anita McLemore, Peoria Unified School District
Vendor Representative: Hans Gerressen, Security Benefit
Director of Information Technology: David Sanders, Tolleson Union High School District
Director of Business Administration: Shari Zara, Queen Creek Unified School District
AASBO STAFF
Executive Director: David Lewis
Director of Government Relations: Dr. Chuck Essigs
Director of Professional Development: Jeff Gadd
Membership Services Coordinator: Ana Sanchez
Communications Coordinator: Debbie Anderson
AASBO’s Strategic Partners
AASBO’s Alliance Partners
FEES, DISCOUNTS, REGISTRATION AND HOTEL INFORMATION
CONFERENCE REGISTRATION FEES:
Through Tuesday, January 15, 2013—$90 for members and $105 for non-members. After January 15,
2012—$100 for members and $115 for non-members. Registration fee includes continental breakfast,
refreshments, lunch and conference materials. Seating is limited due to room capacity. Register early
to ensure availability.
JOINT CONFERENCE DISCOUNT FOR VENDOR-BUYER AND WINTER CONFERENCE:
The Vendor-Buyer Conference and the Winter Conference on Audit and Compliance are being offered
back to back at the same location. The Vendor/Buyer Conference is Tuesday, January 29 and the Winter
Conference is Wednesday, January 30, 2013. Both are to be held at the Mesa Hilton East Phoenix
Conference Center in Mesa, AZ. AASBO would like to offer a 10% discount on each registration
ONLINE REGISTRATION: (PREFERRED)
Registration is available online both to members and non-members at www.aasbo.org
Non-members:
If you would like to attend this conference, but do not wish to become a member, please go to
www.aasbo.org and click on the “Join Now” link at the top. Then, select the “Non-Member” option. This
will take you through the steps to register with our website. This will enable you to register for any
event we have, but will not give you access to the members only pages. Once you have registered with
our website, please log-in and follow the steps below in the “Members” instructions.
Members: Go to www.aasbo.org and log-in. For login and password assistance, please call the AASBO
office at 602-253-5576 or e-mail [email protected]. Click on the Quick Link for “Event Schedule &
Registration.” The conference will be listed on this calendar, in chronological order.
CANCELLATION POLICY:
Cancellations will be accepted up to five (5) business days prior to the day of the conference, with
refunds being issued minus a $25 processing fee. CANCELLATIONS MUST BE SUBMITTED VIA E-MAIL TO:
[email protected] or [email protected] OR FAXED TO 602-253-5764. NO SHOWS will be
charged the full conference registration fee, there will be NO REFUNDS FOR NO SHOWS.
HOTEL INFORMATION:
AASBO has arranged for a special rate of $129/ night at the Mesa Hilton Phoenix East on Monday,
January 28, Tuesday, January 29 and Wednesday, January 30, 2012. For reservations at please visit call
the hotel directly at 480/833.5555. Mention the full name of “Arizona
Association of School Business Officials” and they will honor your
discounted room rental. Rooms may also be available for the
period of three days prior and three days post conference. Subject to
availability. If available, the hotel will honor the discount pricing for
this duration.
IF YOU ARE UNABLE TO REGISTER ONLINE PLEASE PRINT OR TYPE
Name__________________________________
Title____________________________________
District/
Employer___________________________________________________________
Address_____________________________
City_____________________________
Phone____________________
State____
Zip__________
Fax___________________
E-Mail__________________________________
BREAKOUT SESSIONS (Choose one for each session, descriptions listed on pg. 2 of brochure):
BREAKOUT SESSION 1: 101_______
201_______
301_______
401_______
BREAKOUT SESSION 2: 102_______
202_______
302_______
402_______
BREAKOUT SESSION 3: 103_______
203_______
303_______
403_______
BREAKOUT SESSION 4: 104_______
204_______
304_______
404_______
DON’T FORGET…
Register for both the
Winter Conference and the Vendor/Buyer
Conference and receive 10% off each registration!
Simply choose the “two conference” registration fee option when you register. Please
note, paid registration for both conferences is required to obtain this discount.