Agenda Schedule - New Mexico Association of School Business

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Agenda Schedule - New Mexico Association of School Business
NMASBO
2016
Winter Conference
February 10th, 11th, & 12th
Embassy Suites Hotel
Albuquerque, NM
~ Presenting
~
NMASBO
ThanksPartners
Our Partners!
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NMASBO 2015/2016 Board of Directors
NMASBO2015/2016BoardofDirectors
Terry Dean, President (2003-2016)
Las Cruces Public Schools
Assoc. Superintendent of Finance & Technology
Teresa Casias, Region II (2010-2016)
Wagon Mound Public Schools
Business Manager
Randy Evans, resi en e (2000-2016)
Rio Rancho Public Schools Executive
Director of Finance
Kimberly Stone, Region IV (2015-2016)
Capitan Municipal Schools
Business Manager
Naomi Vicenti, as President (2012-2016)
Dulce Independent School District
Business Manager
Crystal Valdez, Region V, (2014-2016)
Las Cruces Public Schools
Assoc. Superintendent of Finance &
Technology
Claire Cieremans, Treasurer, Region III (2007 -2016)
Los Lunas Public Schools
Chief Financial Officer
Jeannie Harris, Region VI (2011-2016)
Dexter Consolidated Schools
Business Manager
Martin Romine, Region I (2015-2016)
Zuni Public Schools
Director of Finance
Chris Parrino, Charter Schools (20122016)
Montessori of the Rio Grande Charter
Business Manager & Finance Director
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Welcome to the 2016 Winter Conference
We are very excited about the sessions and the speakers lined up for the 2016 Winter
Conference. We have a varied group of sessions and we hope you will enjoy all of them. We
want to provide timely information and also want to motivate and inform our membership. Have
a great conference!
Garrison Wynn
With talents that established him as a Fortune 500 leader and professional standup comedian,
Garrison Wynn, CSP, fuses comic timing and research to deliver motivational business expertise.
For 20 years, he has given keynote presentations to clients (such as American Express, Wells
Fargo, Oracle and NASA) at corporate and association events. He is the author of the Amazon
bestseller The Real Truth about Success, the Amazon #1 bestseller The Cowbell Principle and
has been a weekly contributor to the Washington Post. In his teens, he debuted the world’s first
video gaming system (Odyssey) with baseball legend Hank Aaron, as a young man spent 6 years
touring comedy clubs with the top names in the business, and went on to create and market
products still being sold in 30 countries.
A special thank you to our Presenting Partners: George K. Baum & Company, Poms &
Associates and RBC Capital Markets for your conference gifts!
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ScheduleAtAGlance
Track2
Track3
Track4
SandiaV
OcotilloI&II
SandiaVI-VIII
00. Visions101–PreConferenceSession
(LaVentana)
Check-In&Registration
(ConventionRegistration)
OpeningLuncheon,MembershipMeeting&
NMASBORegionalBoardElections(SandiaI-IV)
Wednesday
1. GeneralSession–MotivationJustReceivedItsPhD
2/10/16
MakingEmployeeEngagementActuallyHappen(SandiaV-VIII)
ExhibitorVisitation&RefreshmentBreak
(SierraBallroom)
2. Bonding&
3. Medicaid
4. CashReport
5. GASBUpdate
3:30pm–5:00pm
Fin.
&Budget
Forecasting
Impact
5:00pm–
Exhibitors’OpeningAuctionSocial
7:00pm
(SierraBallroom)
7:00am–8:30am
Breakfast(Atrium)
7:30am–8:30am
Breakfast:BootCampAlumni&prospectiveattendees(NorthAtrium)
6. Uniform
7. Medicaid
8. MOE
9. NMPSIA
8:30am–10:00am
Grant
(Repeat)
Management
10:00am–
ExhibitorVisitation&RefreshmentBreak
10:15am
(SierraBallroom)
10. Uniform
11. Capital
12. e-Builder:
13. FLSA&FMLA
10:15am–
GrantMgmt.
Outlay&Trans.
What,Why&
Thursday
11:45am
Continued
forCharters
How
2/11/16 11:45am–1:00pm
Lunch(SandiaI-IV)
14. District&
15. Furniturein
16. e-Builder
17. Benefitsofa
1:15pm–2:45pm CharterRights
Schoolsfor
CostModule
Technology
Assessment
Learning
2:45pm–
ExhibitorVisitation&RefreshmentBreak
3:00pm
(SierraBallroom)
18. Aesop
19. P-Cards
20. Furniturefor
21. Purchasing
3:00pm–
Roundtable
Roundtable
Bldgs.
BestPractices
4:30pm
(SandiaI-IV)
(SandiaI-IV)
Roundtable
Roundtable
(SandiaI-IV)
(SandiaI-IV)
4:30pm–
Exhibitors’ClosingAuctionSocial
6:30pm
(SierraBallroom)
7:00pm–
NMASBOCasinoNight
11:00pm
(SandiaI-IV)
7:30am–8:45am
Breakfast(Atrium)
9:00am–
22. Visions
23. APTAUsers 24. StateAuditor
10:30am
UsersGroup
Group
Friday
10:30am–
RefreshmentBreak
2/12/16
10:45am
(PreConferenceHallway)
10:45am–
25. Visions
26. APTA
27. Howto
12:00pm
Continued
Continued
Prepare4Audit
Date
Time
9:30am–
11:30am
9:00am–
12:00pm
12:00pm–
1:30pm
1:45pm–
3:15pm
3:15pm–
3:30pm
Track1
LaVentana
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Wednesday:February10,2016
9:00am-12:00pm
AttendeeCheck-In&Registration
ConventionRegistration
9:30am-11:30am
00. Visions101–KimBalentine&DianaBetancourt,TylerTechnologies(PreConferencesession)
LaVentana
Description-SessionwillfocusonnewuserstoVisionsworkingthroughthevariousmodules,showingreportsand
tipswitheachmodule.Additionally,therewillbediscussionontrendingtopicslikeACAreporting.
12:00pm-1:30pm
OpeningLuncheon,MembershipMeeting&NMASBORegionalBoardElections–
SponsoredbyGeorgeK.Baum&Co.,Poms&Associates&RBCCapitalMarkets
SandiaI-IV
1:45pm-3:15pm
1. GeneralSession:MotivationJustReceiveditsPhDMakingEmployeeEngagementActuallyHappen–
GarrisonWynn,CSP
SandiaV-VIII
Description-Weheartheterm“EmployeeEngagement”alotthesedaysandhowrecognition,goalalignmentand
aclearpathtosuccesscancreateit;buthowcananindividualpositivelyinfluencetheopinionstheiremployees
andcoworkershaveabouttheirjob?Thishighlyentertainingsessionbackedbyresearchdonein46countriesand
27languages(conductedbytopGallupresearchers),showsthatthenumberonethingthatpeoplevalueisfeeling
valuable!Itgivesthespecificcommunicationtoolsthatanyonecanusetodramaticallyreduceresistanceto
change,difficultbehaviorandemployeeturnover.Theimpactofthisprogramreachesfarbeyondthesessionitself
creatinganemotionalshiftthatfuelsimmediateimplementation.
3:15pm-3:30pm
EXHIBITHALLOPENS
ExhibitorVisitation&RefreshmentBreak–
SponsoredbyBIS(BurbaInsuranceServices),HoraceMann,TimeClockPlusandYellowFolder
SierraBallroom
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3:30pm-5:00pm
Track1
2. Bonding&FinancialForecasting–PaulCassidy,RBCCapitalMarkets
LaVentana
Description-SessionwilladdresstheeconomicmarketinNMandnationallyshowingtrendsinthemarketand
highlightingrecentbondsaleinterestrates.
Track2
3. Medicaid–ChristieGuinn,SchoolHealthOffice,HSD/MedicalAsst.Division
SandiaV
Description-ThissessionwilladdressnewreportingrequirementsforschoolsreceivingMedicaidfundingandhow
itimpactsschoolbudgets.
Track3
4. CashReport&BudgetImpact–NancyRoss,SchoolBusinessConsultant
OcotilloI&OcotilloII
Description-SessionwillreviewthePEDcashreportandthencarrythecashreportintothebudgetpreparation
processanddiscusstheimpactontheupcomingschool-operatingbudget.
Track4
5. GASBUpdate–RayRoberts,CPAwithRPCCPAs+Consultants,LLP
SandiaVI-VIII
Description-ThissessionwilldiscusstherecentGASBrulingslikeGASB77andtheimpactonschoolauditsinthe
future.
5:00pm-7:00pm
Exhibitors’OpeningAuctionSocial–SponsoredbyNMASBO
(Foodandbeveragewillbeserved)
SierraBallroom
Thursday:February11,2016
7:00am-8:30am
Breakfast(NameBadgesRequired)
Atrium
7:30am–8:30am:BreakfastforallBootCampAlumni&prospectiveAttendees(NorthAtrium)
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8:30am-10:00am
Track1
6. UniformGrantManagement–AmyCarter,CPAwithMossAdamsLLP
LaVentana
Description-Thesessionwillreviewfinalfederalguidanceissuedthat,uponimplementation,supersedes
requirementsfromOMBCircularsA-21,A-87,A-110,andA-122(whichhavebeenplacedin2C.F.R.Parts220,225,
215,and230);CircularsA-89,A-102,andA-133;andtheguidanceinCircularA-50onSingleAuditActfollow-up.
Track2
7. Medicaid(Repeat)–ChristieGuinn,SchoolHealthOffice,HSD/MedicalAsst.Division
SandiaV
Description-ThissessionwilladdressnewreportingrequirementsforschoolsreceivingMedicaidfundingandhow
itimpactsschoolbudgets.
Track3
8. MOE–LeighManasevit,Brustein&Manasevit,PLLC&MichaelLovato,PED
OcotilloI&OcotilloII
Description-Thesessionwillfocuson34CFR300.203,theruleandimpactonLEAs,eligibilitystandards,
compliancestandards,subsequentyearrule,consequencesoffailuretomeettheMOE,andstate/local
responsibilities.
Track4
9. NMPSIA–ErnestineChavez,NMSPIA,&JulieGarcia,Poms&Associates
SandiaVI-VIII
Description-NMSPIAwilladdressupcomingchangestotheschoolemployeesbenefitsplans.Also,POMSwill
addressriskissuesinschools.
10:00am-10:15am
ExhibitorVisitation&RefreshmentBreak-
SponsoredbyBIS(BurbaInsuranceServices),HoraceMann,TimeClockPlusandYellowFolder
SierraBallroom
10:15am–11:45am
Track1
10. UniformGrantManagement–AmyCarter,CPAwithMossAdamsLLP
LaVentana
Description-Thesessionwillreviewfinalfederalguidanceissuedthat,uponimplementation,supersedes
requirementsfromOMBCircularsA-21,A-87,A-110,andA-122(whichhavebeenplacedin2C.F.R.Parts220,225,
215,and230);CircularsA-89,A-102,andA-133;andtheguidanceinCircularA-50onSingleAuditActfollow-up.
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Track2
11. CapitalOutlay&TransportationforCharterSchools–AntonioOrtiz,PED
SandiaV
Description-SessiondiscussionwillfirstaddressthenewcapitaloutlaymoduleandreportingthroughOBMS.
Additionally,thesessionwilladdressbasictransportationreportingandbudgetimpactsforcharterschools.
Track3
12. e-Builder:What,WhyandHow–PamDelgado,PSFA
OcotilloI&OcotilloII
Description-Sessionwilldiscussthereasonsbehinde-Builderandthebenefitsfore-Builderreportingnowandfor
thefutureaddressinganyauditorcommunityquestionsoncapitalprojectsfundedjointlybyaschooldistrictand
PSFA.
Track4
13. FLSA&FMLA–JulieGarcia,Poms&Associates
SandiaVI-VIII
Description-ThissessionwilladdressthelawandrequirementsoftheFamilyMedicalLeaveAct,andtheFair
LaborStandardsAct.Thispresentationwillhelpthosewhodonothavepracticalexperienceunderstandthe
requiredadministrationandtheneedtohaveaclearimplementationpolicyfortheirschooldistrictorcharter
school.Plus,thesessionwilllookatrecentfederallawchanges.
11:45pm-1:00pm
Lunch-SponsoredbyNMASBO
(NameBadgesRequired)
SandiaI-IV
1:15pm-2:45pm
Track1
14. DistrictandCharterRights–ByronManning,CPAwithManningAccounting&ConsultingServices,LLC
LaVentana
Description-PresentationwillfocusontheDistrict/CharterSchoolrightsandresponsibilitieswithanAudit-
Discussbothsidesoftheaudit-WhatdoestheDistrict/Charterwantfromanaudit?Whatrightsdoesthe
District/Charterhaveduringanaudit?WhatareitemsthatshouldbeputinRFPtoprotecttheDistrict/Charterand
provideleverageifthingsgosouthduringanaudit?WhatshouldtheDistrict/Charterexpectoftheirauditors?Why
doesanauditcostwhatitdoes?Letthemseewhatadditionaldocumentationandworktheauditormustdoto
meettheStateAuditRuleandprofessionalguidelines,whichareabigpartofthecostofanaudit.Whatare
responsibilitiesoftheDistrict/Charterduringanaudit?WhatworkshouldbeperformedbytheDistrict/Charterto
maintainindependenceonthepartoftheauditor?
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Track2
15. FurnitureinSchoolsforLearning–MichaelKocurek,BusinessEnvironments
SandiaV
Description-Sessionwillexploretrendsineducationandresearchsurroundingactivelearningenvironments.Gain
understandingabouttheimportanceoflearningspacesandwhytheymatterintoday’seducationalecosystem.
Trendinginformationonlearning,learnersandlearningspaceswillbesharedalongwiththeimplicationsofthese
trendsspecifictocommonlearningplaceissuesexperiencedinschools.Previewdesignprinciplesforformaland
informallearningplacesoncampus.
Track3
16. e-Builder:CostModule–PamDelgado,PSFA
OcotilloI&II
Description-Sessionwillreviewthecostmodulethatstandardizedthetrackingsystemtotrackcostsacrossthe
entireproject.Additionally,thesessionwilldiscusshowthesystemmanagesthebudget,commitments,andactual
costsfortheowners,generalcontractors,andotherparticipantsthroughtheproject.
Track4
17. BenefitsofaTechnologyAssessment–TerryOthick,TechnologyConsultant
SandiaVI-VIII
Description-SessionwilllookathowyourschoolcandeterminetheperformancelevelofessentialDistrict/Charter
SchoolDepartmentsandServices,fromyourannualexternalfinancialaudits,accreditation/curriculumreviews,
PEDreviews,bylookingatBoardPolicyandComplianceReviewsandfinallystateandFederalcompliancereviews.
2:45pm-3:00pm
ExhibitorVisitation&RefreshmentBreak-
SponsoredbyBIS(BurbaInsuranceServices),HoraceMann,TimeClockPlusandYellowFolder
SierraBallroom
3:00pm-4:30pm
Track1
18. AesopRoundtable–StanVaughan,FrontlineTechnologies
SandiaI-IV
Description-RoundtablediscussionwillfocusonAESOPsoftwareandhowitworksinschoolswithonlinetracking
staffabsencesandsubreporting.
Track2
19. P-CardsRoundtable–HeatherRindels,LosLunasPublicSchools
SandiaI-IV
Description-RoundtablewilllookatthebestpracticesoftheLosLunasSchoolsinmonitoringP-cardsandthe
systemtheyhavein-place.
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Track3
20. FurnitureforBuildingsRoundtable–CrystalValdez&TerryDean,LasCrucesPublicSchools
SandiaI-IV
Description-RoundtablewilllookathowLasCrucesSchoolsallocateditslimitedresourcesfollowinganeeds
basedsiteassessmentstrategy,puttingprimaryemphasisonenhancingthelearningenvironmentforstudents.
Track4
21. PurchasingBestPracticesRoundtable–DottyMcKinney,CES
SandiaI-IV
Description-Roundtablewillreviewpurchasingbestpracticesforschoolstomaximizefunding,savetimeandstay
incompliancewithstatelaw.
4:30pm-6:30pm
Exhibitors'ClosingAuctionSocial-SponsoredbyNMASBO
(Foodandbeveragewillbeserved)
SierraBallroom
7:00pm-11:00pm
NMASBOCasino/DJKaraokeNight-SponsoredbyGeorgeK.Baum&Co.,Poms&Associates&RBCCapital
Markets(Fulldinnerbuffetfrom7:00pm-9:00pm)
SandiaI-IV
Friday:February12,2016
7:30am-8:45am
Breakfast(NameBadgesRequired)
Atrium
9:00am-10:30am
Track2
22. VisionUsersGroup-KimBalentine&DianaBetancourt,TylerTechnologies
SandiaV
Description-TylerTechnologyrepresentativeswillbeonsitetoassistBusinessManagerswithanswersto
questionsandtipsforusingrecentupdatestothesoftware.
Track3
23. APTAUsersGroup-BeckyGrom&JamesMaumus,HarrisSchoolSolutions
OcotilloI&II
10
Description-HarrisSchoolSolutionsrepresentativeswillbeonsitetoassistBusinessManagerswithanswersto
questionsandtipsforusingrecentupdatestothesoftware.
Track4
24. StateAuditor-TimKeller,NMStateAuditor
SandiaVI-VIII
Description-Mr.Kellerwilldiscussrecentschoolauditfindings,trends,andtheupcomingauditrule.
10:30am-10:45am
ExhibitorVisitation&RefreshmentBreak-
SponsoredbyBIS(BurbaInsuranceServices),HoraceMann,TimeClockPlusandYellowFolder
PreConferenceHallway
10:45am-12:00am
Track2
25. VisionsUsersGroup-KimBalentine&DianaBetancourt,TylerTechnologies
SandiaV
Description-TylerTechnologyrepresentativeswillbeonsitetoassistBusinessManagerswithanswersto
questionsandtipsforusingrecentupdatestothesoftware.
Track3
26. APTAUsersGroup-BeckyGrom&JamesMaumus,HarrisSchoolSolutions
OcotilloI&II
Description-HarrisSchoolSolutionsrepresentativeswillbeonsitetoassistBusinessManagerswithanswersto
questionsandtipsforusingrecentupdatestothesoftware.
Track4
27. HowtoPrepareforanAudit-ByronManning,CPAwithManningAccounting&ConsultingServices,LLC
SandiaVI-VIII
Sessionwillfocusonhowtoefficientlyprepareforanaudit-helpDistricts/ChartersunderstandPBCs(preparedby
client)documents;helpthemunderstandwhytheyneedtobecompleted;helpthemseehowtheycanuseExcel
documentstomoreeasilypreparetheirPBCs;providethemtailoredExceldocumentstheycanusetomoreeasily
preparetheiraccountsreceivables,accountspayable,fixedassets,construction-in-progress,etc.
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2016WinterConferenceNetworkingEvents
Wednesday:February10,2016
Time
12:00pm–
1:30pm
3:15pm–
3:30pm
5:00pm–
7:00pm
Event
Location
OpeningLuncheon
SandiaI-IV
ExhibitorVisitation&Refreshment
Break
Sierra
Ballroom
Sierra
Ballroom
Exhibitors’OpeningAuction
Partner
GKB&Co.,POMS,&RBCCapital
Markets
BIS(BurbaInsuranceServices)
NMASBO
Thursday:February11,2016
Time
7:00am–
8:30am
7:30am–
8:30am
10:00am–
10:15am
11:45am–
1:00pm
2:45pm–
3:00pm
4:30pm–
6:30pm
7:00pm–
11:00pm
Event
Location
Breakfast
Atrium
*BreakfastforallBootCampAlumni&
prospective attendees*
North
Atrium
Sierra
Ballroom
ExhibitorVisitation&RefreshmentBreak
SandiaI-IV
Lunch
ExhibitorVisitation&RefreshmentBreak
Exhibitors’ClosingAuctionReception
NMASBOCasino/DJKaraokeNight
Sierra
Ballroom
Sierra
Ballroom
SandiaI-IV
Partner
NMASBO
NMASBO
YellowFolder
NMASBO
HoraceMann
NMASBO
GKB&Co.,POMS,&RBC
CapitalMarkets
Friday:February12,2016
Time
7:30am–
8:45am
10:30am–
10:45am
Location
Partner
Breakfast
Atrium
NMASBO
ExhibitorVisitation&RefreshmentBreak
PreConference
Hallway
TimeClockPlus
Event
12
13
2016 Winter Conference
Course Hour Certification Checklist for Certificate
ü Sign in for each session you attend during the conference. The presenters will
pass out the sign in sheets at the end of each course you attend.
ü Fill out the NMASBO 2016 Winter Conference Regulatory Training Course Hours
Form completely for it to be valid.
ü Turn in your 2016 Winter Conference Regulatory Training Course Hours Form You keep the yellow copy of the Course Hours Form for your records.
ü Register for Certification Online: (LAST STEP) Mandatory Online Course
Registration Submission - Go to nmasbo.org, you MUST use your login &
password to register for your course hours online. Registering for your courses
online will allow you to have an online report under your profile. You will not
receive your Certificate of Completion if you do not register and submit your
hours online within the next three weeks or by March 4, 2016.
NMASBO/CES BUCK$ and Auction How to Play
Rules & Regulations
• All attendees will get $2,000 to start off with
• Exhibitors will get $10,00 to hand out initially
How to Play
• Maximum bid is set by NMASBO Staff
• Exhibitor determines ties: the exhibitor will decide either by coin flip or putting
names in a bowl, or hat, etc.
• Exhibitor awards the auction item at the NMASBO/CES BUCK$ Closing
Reception on Thursday, February 11.
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NMASBO
Thanks Our 2016 Winter Conference Partners & Exhibitors
NMASBO Thanks Our 2016 Winter Conference Partners & Exhibitors
George K. Baum & Company
Poms & Associates Insurance Brokers
RBC Capital Markets
AXA
Burba Insurance Services (BIS)
Cooperative Education Services
Horace Mann
TimeClock Plus
YellowFolder
Presenting Partners
John Archuleta
Julie Garcia
Paul Cassidy
Supporting Partners
Lynn Sarkis
Brady Barham
Robin Strauser
Jackie McGrail
Ricky Perez
Carmen Davila
505-872-2320
505-344-2747
505-872-5991
512-585-3511
800-894-9990
505-344-5470
814-574-4638
325-223-9500
214-431-3597
Exhibitors
Accu-Disclose, LLC
Ace Asphalt Inc.
AK Sales & Cons. Inc.
ASSA ABLOY, Door Security Solutions
ATI Security Inc.
BLX Group LLC
Business Environments
Edupoint Educational Systems
EQC Technologies
First Financial Group of America
Frontline Technologies
Grand Canyon University
Harris School Solutions
Indeco Sales, Inc.
Kenwood Communications
Lennox
Lone Mountain Contracting
Moving Solutions Inc.
New Mexico Finance Authority
Professional Document Systems
Progressive Roofing
Ray's Flooring
RoofCare
RPC CPAs + Consultants, LLP
School Specialty Company
SFE - Southwest Foodservice Excellence
Summit Bus Group
Summit West Signs
Sunland Asphalt
Team 1st Technologies LLC
The Gordian Group
Tillery Bus Sales
TRANE
Tyler Technologies, Inc.
VLCM
Loretta Brush
Mike Chavez
Art Moyle
Michael Lewis
Joe Thaete
Sandee Stallings
Sharon Hoover Thorpe
Tim Swietek
Eddie Quispe
Nicole Brown
Collin M Osburn
Rodney Grilliot
Beth Senn
Terry Paden
Jason Deeter
Brian Wright
Crystal N. Keith
Micaela Sandoval
Zach Dillenback
Matt Bowman
Greg Skinner
Victor J. Romero
Jonathan Small
Marla Gorena
Patsy Stephens
Joe Palmer
Ty Stacy
Amber Elliott
Todd Olsen
David Dworsky
Rudy Myers
Jess L. Segura
Mary Ann Ulik
Kim Balentine
Monica Madrid
15
505-250-6292
505-717-2754
575-623-1488
505-639-3318
505-473-0508
214-989-2701
505-888-4400
480-633-7500
505-944-1060
800-365-3860
484-328-4586
505-377-7620
520-917-1394
575-257-1533
480-213-2395
816-200-8168
505-869-2996
505-877-0704
505-984-1454
800-644-7112
505-341-3800
505-883-1967
505-246-6960
505-883-2727
505-362-6076
505-301-0621
505-243-7883
602-799-6280
505-933-1660
505-967-8084
505-238-4708
505-886-3435
505-717-3754
888-654-3293
505-340-0280
Our Partners!
NMASBO Thanks
NMASBO Thanks Our Partners!
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