April, 2016 - Indiana Association of School Business Officials

President’s Message
French Lick in May!
Inter-Com
Indiana Association of School Business Officials
Vol. XXXXIV No. 6
April 2016
Office of Executive Director
One N. Capitol, Suite 1215
Indianapolis, IN 46204
(317) 639-3586 x106
FAX (317) 639-4360
E-mail: [email protected]
www.indiana-asbo.org
So what do you really know about French
Lick besides it’s a small town in Southern
Indiana with a unique name? Here are some
answers for future trivia questions you’ll have
to make up on your own.
• French Lick was originally a French
trading post built near a spring and salt
lick. Well that explains a lot.
• French Lick was famous across the
Joe Licata,
United States as a spa town in the early
IASBO President
20th century.
• It also had casinos and attracted famous people such as boxer Joe
Louis, composer Irving Berlin and Al Capone. • The Chicago Cubs and Chicago White Sox held spring training in
French Lick from 1943-1944 because of war time travel restrictions.
• Pluto Water, a best-selling laxative of the first half of the 20th century, was bottled there.
• Franklin D. Roosevelt announced his intention to run for president at a National Governors’ Convention held at the French Lick
Springs Hotel.
• The town is famous as the birthplace of NBA great Larry Bird,
AKA: “the Hick from French Lick”.
Finally, the location of the IASBO 70th Annual Meeting!
I sincerely hope you are able to join your fellow members in French
Lick from May 11th -13th.
continued on page 2
Articles of Interest . . .
President’s Message .................................. 1-2
ISBA Management Survey ...........................2
School Choice Program Annual Report ......2
From Denny’s Desk .......................................4
IASBO 2016 Calendar...................................6
IASBO New Members .............................. 8-9
US Communities .........................................10
ASBO International ....................................11
Forecast5 Webinars .....................................11
IASBO Annual Meeting Agenda .......... 12-18
Appropriation & Transfer Procedures .19-30
IASBO Scholarship Recipients ..................24
Business Associates................................ 31-35
IASBO Sponsors ........................................35
• PERFORMANCE SERVICES
Platinum
• AMERICAN FIDELITY ASSURANCE COMPANY
Sponsors
• DEEM Mechanical & Electrical
• Ice Miller
Mission
Statement
The Indiana Association of School Business Officials delivers programs
and services to the membership for the purpose of advancing Indiana
public education and the profession of school business management.
IASBO InterCom April 2016 - 1
President’s Message . . . continued from page 1
The Professional Development Committee has put together a great
program and we’ll have many opportunities to learn and increase our
areas of expertise.
Sam Glenn will be our Keynote Speaker. He is an energetic and funny
speaker as well as a talented artist. Sam will create a huge chalk masterpiece while he presents to our group. Sam is the author of over 15 books
with interesting titles like “Who Put a Lizard in my Lasagna?” and “Butt
Prints in the Sand – No More”. He will engage and inspire us through
the use of art, humor and attitude. I hope you are able to join us for the
opening session on Thursday morning.
I look forward to seeing all of you in French Lick in a few weeks. Joe
ISBA MANAGEMENT SURVEY
Michael Adamson, Director of Board Services for the Indiana
School Boards Association, sent the following message to superintendents and school board presidents regarding the ISBA Management Survey.
The link below is an updated 2016 Management Survey showing 231 corporations responding out of a possible 289 or 80%. Responses to the survey are up this year over previous years and
thanks to everyone for providing this quick key personnel and
school benchmark reference data for use by superintendents and
board members alike. Rather than printing hard copies, we provide
the data in the excel format to facilitate easily sorting the data by
any of the column criteria. Just click on any of the arrows in Row 8
on the worksheet to get a menu of sort criteria for that column.
http://isba-ind.us11.list-manage1.com/track/click?u=8134ab71fa4d5
aa8794bbf147&id=5f9d8ab38a&e=d0bc0e51e3
SCHOOL CHOICE PROGRAM
ANNUAL REPORT
The Office of School Finance for the Department of Education
has finished the Choice Scholarship Program Annual Report for this
year. The voucher report can be found at the following link:
http://www.doe.in.gov/sites/default/files/choice/20152016-choice-scholarship-program-report-final-april2016.pdf
2 - IASBO InterCom April 2016
Visit
Indiana ASBO
at
www.indiana-asbo.org
IASBO OFFICERS AND
BOARD OF DIRECTORS 2015-2016
President Joe Licata, MSD of Washington Twp.
President-Elect Weedie Smith, Decatur County
Vice President Ted Zembala, Hobart
Treasurer Kevin Scott, Warsaw
Regional Directors
Terms Ends June, 2017
Stephanie Pittman, Bremen
Scott Bowling, Crawfordsville
Jennifer McCormick, Yorktown Chad Blacklock, Franklin Twp.
Fred McWhorter, New Albany
Floyd County
Term Ends June, 2016
Kelley Kitchen, New Prairie
Monte VanGessel, Steuben County
Stanley Hall, Peru
Carla Gambill, Linton-Stockton
Rick Allen, Southeast Dubois
Past President Janet Gruwell, Concord
Exhibitor Representatives
Tim Thoman,
Performances Services
Mike Galliher,
Boyce Forms/Komputrol
Member Services Administrator
Ella Adamson
Professional Development Coordinator
Cynthia Kattau
Executive Director
Dennis Costerison, RSBO
Office of Executive Director
One North Capitol, Suite 1215
Indianapolis, Indiana 46204
(317) 639-3586 FAX: (317) 639-4360
E-mail: [email protected]
www.indiana-asbo.org
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IASBO InterCom April 2016 - 3
from Denny’s Desk
Dennis Costerison, IASBO Executive Director
The 2016 IASBO Annual
Meeting will be the 70th consecutive year that the school business
officials in this state have come
together to learn and network. The first annual meeting was
held in the Memorial Union on
the Purdue University campus. Ralph Muller of Gary was the
first IASBO President. Deane
Walker, State Superintendent of
Public Instruction, was the keynote speaker. The registration fee
for the first meeting was $2.00. A
pretty good deal even back in the
forties. There were four sessions
at the first meeting: Problems of a
Purchasing Agent, Miracle Color
in the Classroom, Maintenance
and Operation of Public School
Plants, and School Finance and
Accounting as Affected by New
Legislation. Some things don’t
change.
There is no record how many
attended that first annual meeting, but it is for sure that IASBO
has grown substantially over the
years. With active members,
non-members, retirees, guests and
exhibitors, there will be close to
1,000 people attending the 2016
French Lick meeting. We have
definitely come a long way in
these past seventy years. But, it
was those individuals in 1946 who
saw a need for school business officials to meet and learn from each
other. We all are indebted to that
first group of pioneers for creating
such a vibrant organization.
This issue of the InterCom has
the agenda for the 2016 IASBO
Annual Meeting. There will be
six preconference workshops, four
4 - IASBO InterCom April 2016
Certification Program courses, five
Treasurer/Deputy Treasurer Round
Tables, 28 clinic sessions, six
Think Tank Sessions, and an exhibit hall with 200 exhibit booths.
In French Lick, you will hear from
the following:
• State Board of Accounts
• Indiana School Boards Association
• Office of School Finance
from the DOE
• Indiana Public Retirement
System
• Director & State Archivist,
Indiana Archives & Records
Administration
• Indiana Department of Local
Government Finance
• Educational Attorneys
• IASBO Service Members
• Your Peers
The assistance for the Annual
Meeting from our Sponsors is
greatly appreciated. Sponsors at
the Annual Meeting sponsor the
following events/materials:
• Platinum – Keynote Speaker;
Awards Banquet; Thursday
and Friday Breakfasts
• Gold – Opening Mixer;
Program Printing; Annual
Meeting Bags; Annual Meeting Lapel Pins
• Silver – Preconference
Workshops; Wednesday
Lunch; All Breaks
All of our sponsors are listed in
the InterCom. Please thank them
for their contributions to Indiana
ASBO.
70 years – that is quite an
achievement. Those individuals who came together right after
World War II had a vision for
an organization to serve school
business officials. When IASBO
moved to Ball State University
in the mid-1960’s Paul Nesper
as IASBO’s Executive Secretary
moved forward with that vision.
In 1984, I was named Executive
Director and since that time with
the help of many wonderful Board
members and staff we have strived
to enhance the vision. Indiana
ASBO is a viable and vibrant
organization that is definitely the
voice of school business management for the State of Indiana.
For those of you thinking about
this, I was not at the first IASBO
Annual Meeting. My first Annual Meeting was in 1972. Don’t
worry, I won’t ask how many of
you were not born in 1972. I look
forward to seeing many of you in
French Lick.
____________
“The greatest leader is not
necessarily the one who does
the greatest things. He is
the one that gets the people to
do the greatest things.”
Ronald Reagan
IASBO Platinum Sponsor . . .
IASBO InterCom April 2016 - 5
2016 Indiana ASBO
Professional Development Calendar
2016 - - - April 28
PD Seminars
The Palms, Plainfield
• Extracurricular Accounting
• Transportation Issues
May 11-13
IASBO Annual Meeting
French Lick Resort Hotel
Certification Courses
• Transportation Administration
• Collective Bargaining Strategy & Law
• Accrual Accounting
• School Law & Administrative Rules Advan.
May 30
Memorial Day
June 2-3
IASBO Board of Director’s Meeting
Bloomington IN
June 7-8
Summer Institute –
Certification Courses
The Palms, Plainfield
• School Law & Administrative Rules Basic
• Public Relations & Internal Communications
• Principals of Education
• Managing People
Indiana Marriott East
The Palms, Plainfield
June10
ISBA School Law Seminar
June 15
Joint School Finance Seminar
IASBO Gold Sponsor . . .
                                                             
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ATLANTA CHICAGO DELAWARE INDIANA LOS ANGELES MICHIGAN MINNEAPOLIS OHIO WASHINGTON, D.C.
IASBO InterCom April 2016 - 7
IASBO New Members
Region 1
Region 4
Region 6
Michele Caputo
Asst. Head Bookkeeper
Merrillville
Chuck Bear
Director of Facilities
Lafayette
Sherri Bergum
Director Curriculum, Instruction
& Elementary Programs
New Castle
Region 2
Brenda Beehler
Treasurer
Union-North
Dean Fecher
Business Manager
Success Academy South Bend
Lydia Jagger
Principal
Career Academy South Bend
Emily Mares
Asst. to Superintendent
Career Academy South Bend
Betty O’Hara
Human Resources Generalist/
Analyst
Warsaw
Kim Richardson
Business Manager
Career Academy South Bend
Jayson Snyder
Principal
Penn-Harris-Madison
Region 3
Tiffany Allison
Payroll Manager
North Adams
Vicki Camden
Deputy Treasurer
Whitko
Colleen Imhof
Executive Secretary
Business Office
Tippcanoe
Region 5
Casi Beal
Human Resources Coordinator
Madison-Grant
Lisa Beaver
Treasurer
Carroll Consolidated
Scott Deetz
Superintendent
Madison-Grant
Tim Garland
Superintendent
Southeastern
Travis Hueston
Payroll Clerk
Eastern Howard
Amy Blake
Director of Special Education
New Castle
William Doering
Superintendent
Nettle Creek
Kay Reed
Treasurer
Northeastern Wayne
Paul Runyon
Director of Finance
Inspire Academy
Jackie Webb
Administrative Assistant
Northeastern Wayne
Andrea Wright
Payroll Clerk
Greensburg
Region 7
Danielle Lord-See
Finance Clerk
Logansport
Shanna Oliver
Deputy Treasurer
Richland-Beanblossom
Kailin Sewell
Finance Clerk
Loganspoort
Stacey Robinette
Treasurer
Bloomfield
Jill Stansberry
Food Service Director
Alexandria
Sonya Witherow
Accounts Payable
Tipton
Region 8
Kim Childers
Administrative Assistant
Sheridan
Kent DeKoninck
Superintendent
Greenwood
continued on page 9
8 - IASBO InterCom April 2016
IASBO New Members
Joyce Genneken
Support Staff Payroll Specialist
Center Grove
Nicholas Murray-Vachon
Regional Operations Manager
Lighthouse Academies of Indiana
Emily Holmes
Certified Payroll Specialist
Center Grove
Tara Patterson
Payroll Coordinator
Avon
Junaita Lavy
Treasurer
Avon
Lynn Remington
Accounts Payable/Receivable
MSD Washington Township
Debbie Lee
Accounts Payable Specialist
Center Grove
Brooke Ward
Business Secretary
Center Grove
Connie Hauser
Deputy Treasurer
Jac-Cen-Del
Eileen McManus
Benefits Specialist
Beech Grove
Brenda Watson
Benefits Specialist
Center Grove
Jade Peters
Business Manager
Brownstown Central
Corrine Middleton
Assistant Director for Human
Resources
Carmel
Paula Williams
Administrative Assistant
Special Services Johnson County
David Shaffer
Superintendent
Brown County
Region 9
Corbin Dietrich
Director of Business Services
North Lawrence
Richard Rutherford
Assistant Superintendent
South Spencer
Region 10
IASBO InterCom April 2016 - 9
Indiana ASBO is proud to sponsor the U.S. Communities Government Purchasing Alliance. U.S.
Communities is the leading national government purchasing cooperative that reduces the cost of goods
and services by aggregating the purchasing power of public agencies nationwide. U.S. Communities
provides participants with access to a broad line of competitively solicited contracts with national suppliers
that have committed to providing their lowest overall public agency pricing. Each month more than 500
new public agencies register to participate. This continuing rapid growth is fueled by the program’s proven
track record of providing public agencies unparalleled value and the best government pricing available.
The program offers:

No User Fees – no costs or fees to participate.

Best Overall Supplier Government Pricing – by combining the potential cooperative
purchasing power of more than 90,000 public agencies, you are able to access the best overall
supplier government pricing.

Quality Brands – thousands of the best brands in a wide variety of categories, services and
solutions.

Integrity and Experience – unlike other government cooperative purchasing organizations, U.S.
Communities national government purchasing cooperative is founded by 4 national sponsors
and over 90 state, city and regional organizations.

Oversight by Public Purchasing Professionals – our third party audits on contracts ensure that
program pricing commitments are met, with benchmark analyses against other suppliers and
retailers to guarantee participants the best overall value.
All contracts have been competitively solicited, evaluated and awarded by an impartial lead public agency
in accordance with their public purchasing rules and regulations. Applying these competitive principles
satisfies the competitive bid requirements of most state and local government agencies.
For general information, visit www.uscommunities.org.
2999OakRoad,Suite710 WalnutCreek,California94597
866.472.7467  925.942.2930  Fax925.933.8457 [email protected]
www.uscommunities.org
10 - IASBO InterCom April 2016
ASBO International Offers
Advocacy Opportunities
at the Federal Level
March 30, 2016
IASBO is pleased to be part of the expansion of ASBO International’s advocacy role at the Federal Level. They are working
to raise awareness with leaders at the Congressional Level and
with the Administration about the role of school business officials
(SBO’s) and establish the organization as a reliable resource for
information about issues that affect school districts.
Just as IASBO relies on members in the field to become the “face” of the school business official perspective
in state level advocacy efforts, the same is true for ASBO International. SBOs at the local level are best suited to
describe the effects Federal legislation and funding affects districts and the students they serve.
To help SBO’s become more knowledgeable about pending Federal legislative and regulatory issues, ASBO
has teamed up with the American Association of School Administrators (superintendents association) to jointly
host a legislative advocacy conference in Washington, D.C.
Event Information
ASBO International and The American Association of School Administrators (AASA) are excited to announce the 2016 Legislative Advocacy Conference (http://aasa.org/legconf.aspx), July 12-14, in Washington,
D.C. At this unique advocacy event, you can meet and interact with key policymakers, get the latest information
on the 2016 election and what it means for your school, and learn how to effectively advocate for your district.
FORECAST5 WEBINARS
Through Indiana ASBO’s partnership with Forecast5 Analytics, we invite you to attend a webinar on 5Cast,
the latest financial projection and budgeting resource available to Indiana school leaders. 5Cast brings together
budgeting, forecasting, and an analytics engine that produces Board-ready reports in a single cloud-based software tool.
School districts from across the country are utilizing 5Cast for budget building, staffing plans, and multi-year
projections. All this is done using your general ledger level of detail straight from your accounting system to run
multiple scenarios in 5Cast.
We look forward to having Forecast5 demonstrate the 5Cast application in the coming weeks. We hope that
you or a member of your team will join us for a 30-minute webinar to introduce the program during one of the
following three times (All times listed are EST):
Friday, April 29, 11:00 a.m.
Tuesday, May 3, 10:00 a.m.
Tuesday, May 17, 2:30 p.m.
Wednesday, May 18, 10:00 a.m.
If you would like to sign up for one of these webinars or
learn more about Forecast5, click on a link above or contact
Josh Rader at [email protected] (or by phone
at 630-955-7602).
Webinar Registration Link:
https://attendee.gotowebinar.comrt/7582327117182482948
IASBO InterCom April 2016 - 11
Navigating the Future
2016
2016 IASBO 70th Annual Meeting
Professional Development Professional
Development
AGENDA 2016
AGENDA
Wednesday, May 11
8:00 a.m. – 5:00 p.m.
Registration
8:00 a.m. – 8:30 a.m.
Pre-Conference Workshop & Certification Course
Refreshment Break
Hoosier Hallway
Hoosier Business Center
8:30 a.m.
Pre-Conference Workshops
 Internal Control Standards: School Corporations Over 2,000 ADM- Ryan Preston,
Supervisor of Audits, State Board of Accounts, Tyler Michael, Asst. Supervisor of Audits, State
Board of Accounts
Indiana statute states that the State Board of Accounts shall define the acceptable minimum level of
internal control standards for school corporations. The standards shall include the following: (1) Control
Environment; (2) Risk Assessment; (3) Control Activities; (4) Information and Communication;
(5) Monitoring. After June 30, 2016, the school board of each school corporation must define minimum
internal control standards as defined by the State Board of Accounts. This session will present the various
aspects of the internal control standards and their implementation. Since this issue impacts school
corporations differently based on the size of the office staff, this particular workshop will speak to
corporations with over 2,000 students.

Retaining/Recruiting Certified & Non-Certified Employees: Competitive &
Sustainable Solutions - Dr. Stephen Bayer, Human Resources Director, Fayette County
SC, Jodi Gordon, Human Resources Director, Brownsburg CSC, Dr. Christina Hilton, Assistant
Superintendent, Greenfield Central CSC

Employee Handbooks: A Complete Review - Michelle Cooper, Esq., Lewis & Kappes
This session will focus on: (1) handbook policies that are legally essential for school corporations; (2) how
to structure your reduction in force policy applicable to your teachers in light of the Madison Consolidated
decision; and (3) pitfalls and mistakes to avoid when developing and implementing handbooks.
Certification Courses
 Accrual Accounting (A114) – Tim Armstrong, Consultant, Educational Services Company
The course will compare and contrast cash and accrual accounting and explore strengths and weaknesses
in each method. Students will learn to read, understand, and explain the difference between Income
Statements and Balance Statements prepared under the accrual-basis vs. the same types of reports
prepared under the cash-basis accounting. Students will discover why the terms Owner’s Equity, Retained
Earnings, Profit, Prepaid Expenses, Accounts Receivable, Accounts Payable, Capital, Net Fixed Assets and
the relationship between Assets, Liabilities and Owner’s Equity are important to the businesses who use
accrual accounting. Students will learn how revenue and expenditures are recorded in accrual-based
accounting vs. cash-basis accounting and the importance of recognizing the value of fixed assets and real
property. This course will help participants to be able to communicate with various organizations such as
continued
the community, the school board, and Chamber of Commerce.
12 - IASBO InterCom April 2016
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
 Collective Bargaining Strategy & Law (HR114) – Susan Traynor Chastain, Esq.,
Lewis & Kappes
The course will review Indiana law associated with collective bargaining, the role of IEERB and its rules and
procedures, collaborative bargaining, mediation, fact-finding, strike plans, bargaining strategy, grievance
procedures, and current issues. In addition, the goal of the course will be to review Indiana law and court
cases regarding bargaining and/or meet-and-confer agreements related to classified staff. Participants will
learn which employees are covered by rights under the law, and the appropriate employment and
dismissal procedures. The course will demonstrate how to appropriately structure employee handbooks,
job descriptions and letters of employment. Fair Labor Standards and unemployment rules and
regulations will be studied.
11:30 a.m.
Lunch for Pre-Conference Workshops & Certification Course
Participants
Hoosier 208B
1:30 p.m.
Pre-Conference Workshops
 Internal Control Standards: School Corporations Under 2,000 ADM - Ryan Preston,
Supervisor of Audits, State Board of Accounts, Tyler Michael, Asst. Supervisor of Audits, State
Board of Accounts
Indiana statute states that the State Board of Accounts shall define the acceptable minimum level of
internal control standards for school corporations. The standards shall include the following: (1) Control
Environment; (2) Risk Assessment; (3) Control Activities; (4) Information and Communication;
(5) Monitoring. After June 30, 2016, the school board of each school corporation must define minimum
internal control standards as defined by the State Board of Accounts. This session will present the various
aspects of the internal control standards and their implementation. Since this issue impacts school
corporations differently based on the size of the office staff, this particular workshop will speak to
corporations with less than 2,000 students.
 Retaining/Recruiting Certified & Non-Certified Employees: Competitive &
Sustainable Solutions - Dr. Stephen Bayer, Human Resources Director, Fayette County SC,
Jodi Gordon, Human Resources Director, Brownsburg CSC, Christina Hilton, Assistant
Superintendent, Greenfield Central CSC
 Database Security: Cybersecurity Threats – James Aldridge, Principal, TechEdvantage,
LLC & Amy Matthews, Esq., Church, Church, Hittle & Antrim
Database and network infrastructure breaches continue to threaten all organizations, while at the same
time school information technology systems are increasing in number and scope. This session will arm
school officials with the best and latest information available on how to protect your student and staff
data, control access to your school's network and systems, and maintain compliance with the myriad laws
and regulations governing school data security.
continued
IASBO InterCom April 2016 - 13
2
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Certification Courses
 School Law & Administrative Rules – Advanced (ADM112) –Lisa Tanselle, Esq.,
General Counsel, Indiana School Boards Association
The course is designed to provide an in-depth look at tort liability, students with disabilities, and
employment issues, including terms and conditions of employment, benefits, discrimination, hiring
procedures, termination, employee rights, special education, and interlocal agreements.

School Transportation Administration (ADM117) – Guy Gentry, Manager of
Transportation, Warrick County SC
Issues such as driver contracts, CDL requirements, staff development, drug testing, bus types/sizes,
purchasing laws, safety programs, single vs. double routing, shuttling, routing and routing software, fuel
storage and inventory control, and bus maintenance will be covered in the course.
5:30 – 7:00 p.m.
Opening Mixer
Upper Garden
Thursday, May 12
6:30 a.m. – 8:00 a.m.
Breakfast
7:00 a.m. – 8:15 a.m.
Registration
8:15 a.m. – 9:30 a.m.
Opening Session
Colonnade Restaurant
Hoosier Business Center
Presiding: Joe Licata, IASBO President
National Anthem
Invocation: Tim Thoman, Performance Services
IASBO Memorial Service
Introduction of Guests
Introduction of 2015-16 IASBO Board of Directors
Recognition of IASBO Sponsors
Recognition of Certification Program Participants
Recognition of Years of Service Award Recipients
State of the Profession: Joe Licata, IASBO President
Message from ASBO International: Dr. Anthony Dragona,
ASBO International Director, Union City, New Jersey
IASBO Foundation Scholarship Awards: Weedie Smith,
IASBO President-Elect
IASBO Annual Meeting Scholarship Recipients
School Business Official Leadership Academy Participants
Nominating Committee Report: Janet Gruwell, IASBO
Past President
Hoosier 208A
Keynote Speaker:
Sam Glenn, Carmel, Indiana
“It All Starts With Attitude”
14 - IASBO InterCom April 2016
continued
3
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
10:00 a.m. – 11:10 a.m.
Treasurer / Deputy Treasurer Round Tables
Choose 2 of the following 30-minute sessions
 Audit Information Update – Leslie Rittenhouse, Controller, MSD of Washington Twp. &
Karen Zackfia, Director of Business & Financial Services, North Newton School Corporation
 Common School Fund Loans – Melissa Ambre, Director, Office of School Finance,
Indiana Department of Education (IDOE)
 Internal Controls – Ryan Preston, Supervisor of Audits, State Board of Accounts
 Indiana Public Retirement System (INPRS) – Derek Benson, INPRS
 IDOE- Special Education Part B MOE Update – Jennifer Thompson, Part B Grants,
Supervisor, Indiana Department of Education (IDOE)
Noon – 1 p.m.
Lunch
Hoosier Ballroom 208
3:15 p.m. – 4:15 p.m.
Clinic Sessions
 Legal Update from the Indiana School Boards Association – Lisa Tanselle, Esq.,
General Counsel, Indiana School Boards Association (ISBA)
 Family Medical Leave Act (FMLA) for Beginners – Karen Glasser Sharp, Esq., Lewis
& Kappes, Susan Traynor Chastain, Esq., Lewis & Kappes
 New Construction Delivery & Procurement Options – William Payne, Fanning Howey,
& Bart York, The Skillman Corporation
 How to Dispose of Obsolete Equipment, etc. – Dave Koch, Director of
Purchasing, MSD of Pike Township; Jack Christy, Christy’s of Indiana, Inc.; Adam Schut, All
Pro Liquidators; Tyler Michael, Asst. Supervisor of Audits, Indiana State Board of Accounts
 Update from the State Board of Accounts (SBOA) - Ryan Preston, Supervisor of
Audits, State Board of Accounts
 Update on E-Rate Legislation – Charlie Hobbs, AdTec, Inc

Food Service Financial Issues – Lindsey Hill, Director of School Nutrition Services, South
Madison Community School Corporation
continued
IASBO InterCom April 2016 - 15
4
4:30 p.m. – 5:30p.m.
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Clinic Sessions
 Legal Update from the Indiana School Boards Association – Lisa Tanselle, Esq.,
General Counsel, Indiana School Boards Association (ISBA)
 Family Medical Leave Act (FMLA) – Advanced - Karen Glasser Sharp, Esq., Lewis &
Kappes, Susan Traynor Chastain, Esq., Lewis & Kappes
 How to Dispose of Obsolete Equipment, etc. – Dave Koch, Director of
Purchasing, MSD of Pike Township; Jack Christy, Christy’s of Indiana, Inc.; Adam Schut, All
Pro Liquidators; Tyler Michael, Asst. Supervisor of Audits, Indiana State Board of Accounts
 Update from the State Board of Accounts (SBOA) – Ryan Preston, Supervisor of
Audits, State Board of Accounts
 Playground Inspection, Maintenance, & Documentation – Yolanda Washington,
Liberty Mutual Insurance
 Is Big Brother Really Watching? Email/Video Usage in Schools – Jim Corridan,
Director & State Archivist, Indiana Archives & Records Administration (IARA), &
Andrew Manna, Esq., Church, Church, Hittle & Antrim
 Insurance Risk Pooling – Dr. Carrie Milner, Educational Service Center Risk Funding Trust,
Michael Bush, Superintendent, Wes-Del CS, Brian Christner, Director of Finance, Westview
School Corp., Loren Evans, Director of Business, MSD of Mt. Vernon, Greg Parsley,
Superintendent, Vincennes CSC, Mary Roberson, Superintendent, Perry Central Schools
6:30 p.m. – 8:30 p.m.
8:45 p.m.
Awards Banquet
Hoosier 208B&C
Presiding: Joe Licata, IASBO President
Invocation: Lynn Kwilasz, IASBO Past President, Duneland
Recognition of Past Presidents
Recognition of Retiring Members
Treasurer of the Year Awards
School Business Official of the Year Awards
School Support Professional of the Year Awards
President’s Award
John F. Young Lamplighter Award
Windsor Ballroom A
Live Band Dance Party
Sponsored by American Fidelity and City Securities Corporation
continued
16 - IASBO InterCom April 2016
5
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Friday, May 13
6:30 a.m. – 8:00 a.m.
Breakfast
Colonnade Restaurant
7:00 a.m. – 8:00 a.m.
Research Committee Meetings
Colonnade Restaurant
8:00 a.m. – Noon
Registration
Hoosier Business Center
8:15 a.m. – 9:15 a.m.
Clinic Sessions
 Department of Local Government Finance (DLGF) Update – Courtney Schaafsma,
Commissioner, Indiana Department of Local Government Finance (DLGF)
 Energy Modeling / BIM / REVIT – Eric Broemel & Phil Medley, Schmidt Associates
 Affordable Care Act: An Update on What is Next – Monica Schermier, Esq.,
American Fidelity.
 Inventory Management: How to Track, Manage, and Monitor More Than Fixed
Assets – Dr. Julie Boetgger, Director of Food & Nutrition, School City of Hammond
 Ensuring Protections in a Diverse Workforce – LGBT & Beyond – Andrew Manna,
Esq., Church, Church, Hittle & Antrim, Seamus Boyce, Esq., Church, Church, Hittle & Antrim
 Office of School Finance: Review of Recent Issues– Melissa Ambre, Director, Office
of School Finance, Indiana Department of Education (IDOE)

Planning & Management of Debt – Jane Herndon, Esq., Ice Miller, LLP,
Jason Tanselle, Senior Staff Consultant, Umbaugh, Belvia Gray, Principal, Umbaugh,
9:30 a.m. – 10:30 a.m.
Clinic Sessions
 Department of Local Government Finance (DLGF) Update –Courtney Schaafsma,
Commissioner, Department of Local Government Finance (DLGF)
 School Safety: Be Proactive to Drugs/ Students/ K9s – Jim Parish, Coordinator of
Safety and Security, MSD of Lawrence Township and Matt Hickey, MSD of Lawrence Township
Safety Resource Officer & K9/Lawrence Police Officer with Axel (K-9)
 Affordable Care Act: An Update on What is Next - Monica Schermier, Esq.,
American Fidelity
continued
IASBO InterCom April 2016 - 17
6
9:30 a.m. – 10:30 a.m.
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Clinic Sessions, cont’d.

Energy Economics & Strategies to Contain School Spending – Mike Lindsey &
Ryan Stout, Performance Services, Inc.
 Office of School Finance: Review of Recent Issues– Melissa Ambre, Director, Office
of School Finance, Indiana Department of Education (IDOE)
 Going Cashless – Robert Perdue, Commerce Bank, & David Thorson, RevTrak, Inc.
 Overtime Issues: What’s New? – Jonathan Mayes, Esq., Bose, McKinney, & Evans, LLP
10:30 a.m. – 11:00 a.m.
Break/Hotel Check-Out Time
Hoosier Hallway
11:00 a.m. – Noon
Think Tank Sessions






Chief Financial Officers/Superintendents – Small Corporations 2,000 and less ADM
Chief Financial Officers/Superintendents – Medium Corporations 2,001-8,000 ADM
Chief Financial Officers/Superintendents – Large Corporations 8,001 + ADM
Treasurers / Business Office Specialists
Human Resources
School Operations: Facility / Technology / Transportation
12:15 p.m. – 1:30 p.m.
18 - IASBO InterCom April 2016
Closing Lunch
Hoosier 208C
7
continued
IASBO InterCom April 2016 - 19
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
20 - IASBO InterCom April 2016
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
IASBO InterCom April 2016 - 21
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
22 - IASBO InterCom April 2016
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
IASBO InterCom April 2016 - 23
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
2016 IASBO SCHOLARSHIP RECIPIENTS
The Indiana ASBO Foundation Board of Directors has increased the scholarship amount for
each recipient to $2,000 in 2016. The following are the 2016 scholarship recipients:
Mason Atha
Father: John Atha, Avon Community School Corporation
MacKenzie Bales
Grandmother: Nell Girton, Randolph Southern School Corporation
Katelin Hawbaker
Mother: Pamela Hawbaker, South Adams Schools
Cael McCormick
Mother: Jennifer McCormick, Yorktown Community Schools
Jordan Wallace
Mother: Carolyn Wallace, South Harrison Community School Corporation
24 - IASBO InterCom April 2016
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
IASBO InterCom April 2016 - 25
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
26 - IASBO InterCom April 2016
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
IASBO InterCom April 2016 - 27
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
28 - IASBO InterCom April 2016
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
continued
IASBO InterCom April 2016 - 29
Additional Appropriation and Transfer Procedures (IC6-1.1-18-5; IC 6-1.1-18-6)
CONTINUED
30 - IASBO InterCom April 2016
IASBO Business Associate Members
Acorn, powered by Rycor
Helene McMurphy
4960 S. Gilbert Rd., Ste. 1-267
Chandler, AZ 85249
(800) 310-3660 ext 225
[email protected]
http://www.rycorsoftware.com
School Fee management software AND
modern Online Payment Portal for Parents
Administrator Assistance
Steven R. Wittenauer
116 W 7th Street
Brookston, IN 47923
(765) 418-5727
[email protected]
http://www.administratorassistance.com
We help school corporations solve problems.
AdTec, Inc.
Charlie Hobbs
PO Box 97
Centerville, IN 47330
(765) 855-1612
[email protected]
http://www.admtec.com
Consulting services for E-rate and Capital
Assets inventory.
Alliance Environmental Group, Inc.
Michelle Wilmouth
5340 Commerce Circle, Suite E
Indianapolis, IN 46237
(317) 865-3400
[email protected]
http://www.aegindy.com
Excellent professional management staff
providing environmental solutions with
outstanding customer service!
American Fidelity
Kim Pugliese
8435 Georgetown Rd Ste 1100
Indianapolis IN 46268
(317) 871-2480 x104
[email protected]
http://www.afadvantage.com
Section 125 administration, dependent audit verification, 403(b), group & voluntary
products.
Armstrong Flooring Products
Neil Mack
6425 Furnas Road
Indianapolis, IN 46221
(317) 800-0680
[email protected]
http://www.armstrong.com/commflooringna/
Commercial flooring manufacturer servicing Healthcare, Education, and Retail
market segments.
Asset Control Solutions, Inc.
Kim Falco
2040 E. Algonquin Rd.
Schaumburg, IL 60173
(847) 838-2600
[email protected]
http://www.assetcontrolsolutions.com
Fixed Asset Inventory and Valuation services for GASB 34 and Insurance
AXA Equitable
Robert W. Turner
9465 Counselors Row, Ste 120
Indianapolis, IN 46240
(317) 558-3602
[email protected]
http://www.axa-equitable.com
Educating educators on financial matters:
403(b), ROTH, investments, pension,
retirement, life insurance, organizing
personal finances.
Bank of New York Mellon Trust Co., N.A., The
Bob Kocher
300 N. Meridian St., Ste. 910
Indianapolis, IN 46204
(317) 637-7777
[email protected]
http://www.bnycorptrust.com
A leading provider of bond trustee, paying
agent and investment services for school
corporations.
Barnes & Thornburg, LLP
Jeff Qualkinbush
11 S Meridian Street
Indianapolis, IN 46204
(317) 231-7753
[email protected]
http://www.btlaw.com
Providing legal and bond services to
school corporations throughout Indiana.
Barton-Coe-Vilamaa Architects & Engineers, Inc.
Brian Bohlender
225 Airport North Office Park
Fort Wayne, IN 46825
(260) 489-9079
[email protected]
http://www.BartonCoeVilamaa.com
Since 1969, Barton-Coe-Vilamaa has provided practical and cost-effective design
solutions to Indiana school corporations.
Beck Studios, Inc.
Cathie Havercamp
1001 Tech Drive
Milford, OH 45150
(513) 831-6650
[email protected]
http://www.beckstudios.net
Theatre & Stage Equipment
Blakley Corporation, The
Tom Cartmell
8060 E. 88th St.
Indianapolis, IN 46256
(317) 576-8368
[email protected]
http://www.blakleys.com
Commercial flooring, terrazzo restoration,
carpet, VCT, polished concrete, budget
numbers and design consulting.
BMO Harris Bank
Katie Aeschliman
135 N Pennsylvania St., 9th Floor
Indianapolis, IN 46204
(317) 269-1376
[email protected]
http://www.HarrisBank.com
BMO Harris Bank provides banking &
financial solutions to government, education
& non-for-profit organizations.
Bookkeeping Plus, Inc.
Beth A. Reynolds
232 E. McClarnon Drive
Greenfield, IN 46140
(317) 462-2049
[email protected]
http://www.BookPlusInc.com
Accounting
Bose McKinney & Evans LLP
James Hamilton
111 Monument Circle, Suite 2700
Indianapolis, IN 46204
(317) 684-5000
[email protected]
http://www.boselaw.com
Education Legal Services
Boyce Forms-Systems/Komputrol
Mike Galliher
9401 Innovation Drive
PO Box 669
Daleville, IN 47334-0669
(317) 664-7400
[email protected]
http://www.boycesystems.com
CSO Architects
Rosemary Rehak
8831 Keystone Crossing
Indianapolis, IN 46240
(317) 848-7800
[email protected]
http://www.csoinc.net
Design for state-of-the art 21st century
educational facilities renovation or new
construction.
Deem, LLC
Tom Zupancic
6831 East 32nd Street, Suite 200
Indianapolis, IN 46226
(866) 288-2990
[email protected]
http://www.deemfirst.com
Mechanical/Electrical Contracting and
Service
“Komputrol” financial siftware, “K-Time”
time keeping application, on line paystub
and business forms printing.
Dunn and Associates Benefit
Administrators
Cathy Dunn
4550 Middle Rd., Suite A
Columbus, IN 47203
(812) 378-9960
[email protected]
http://www.dunnbenefit.com
Church Church Hittle & Antrim
Andrew Manna
Two North Ninth Street
PO Box 10
Noblesville, IN 46061
(317) 773-2190
[email protected]
http://www.cchalaw.com
Education Networks of America
Merle Gruesser
618 Grassmere Park Drive
Nashville, TN 37211
(317) 612-2850
[email protected]
http://www.ena.com
Legal Services
City Securities Corporation
Linda Matkowski
30 S. Meridian St., Suite 600
Indianapolis, IN 46204
(317) 808-7102
[email protected]
http://www.citysecurities.com
Indiana’s largest independently owned
investment banking firm specializing in
financial consulting and bond underwriting.
Coffman Financial Group
Joseph Coffman
7800 Shelby Street, Suite 9
Indianapolis, IN 46227
317-885-8111
[email protected]
http://www.coffmanfinancialgroup.com
Independent financial advisors committed
to helping people pursue their financial
goals!
Cripe
Frank Hindes
3939 Priority Way S. Drive, Suite 200
Indianapolis, IN 46250
317-844-6777
Fax 317-706-6451
[email protected]
http://cripe.biz
Energy Management Services, Architecture, Engineering and Survey + 3D Laser
Scanning
Medical Insurance
ENA provides managed data, voice and
video solutions to customers in the educational and library sectors.
Educational Services Company
Debbie Hineline
3535 E 96th Street, Suite 126
Indianapolis, IN 46240
(317) 818-3535
[email protected]
http://www.educationalservicesco.com
Educational Services Company has been
providing Indiana schools with a full scope
of educational management services since
1989.
Electronic Systems Group
Marty Cotterman
680 N 36th Street
Lafayette, IN 47905
(765) 449-0694
[email protected]
http://www.esgindiana.com
Fire Alarm Systems & Inspections/Security Systems/Door Access Controls/Video
Systems/Temperature Controls/System
Monitoring
Elevatus Architecture
Cory Dietz
111 East Wayne Street, Suite 555
Fort Wayne, IN 46802
(260) 424-9080
[email protected]
http://www.elevatusarchitecture.com
Passionate educational designers enhancing the needs of faculty and students today
and into the future.
IASBO InterCom April 2016 - 31
IASBO Business Associate Members
EMCOR Construction Services
Craig Martin
5128 W. 79th St.
Indianapolis, IN 46268
(317) 822-7890
[email protected]
http://www.emcorcs.com
Providing turnkey resolutions to help
make your schools more productive, more
comfortable, and much more efficient.
Energy Systems Group
Mark Falahee
3905 Vincennes Rd Suite 505
Indianapolis, IN 46268
(317) 228-3676
[email protected]
http://www.energysystemsgroup.com
Guaranteed energy savings programs.
Cost reduction in facility operations.
Envoy, Inc.
John Barbee
6330 E 75th Street, Suite 170
Indianapolis, IN 46250
(317) 594-4600
[email protected]
http://www.envoy-cm.com
Project and Construction Management
Solutions
Ergo Resource Management, Inc.
Thomas E. Green
801 N Huntington Street, Suite 7
Syracuse, IN 46567
(574) 457-8020
[email protected]
http://www.ergo-syracuse.com
Management and human resource consulting
services, OSHA, EPA, and indoor air quality
program assistance.
Fanning/Howey Associates, Inc.
William Payne
9025 N. River Rd. Suite 200
Indianapolis, IN 46240
(317) 848-0966
[email protected]
http://www.fhai.com
Architects/Engineers widely credited with
setting new standards in flexible and
innovative school design.
Fifth Third Bank, Indiana
Paul Burch
251 N Illinois Street, Suite 1200
Indianapolis, IN 46204
(317) 383-2668
[email protected]
http://www.53.com
Providing municipal services for school
corporations, including municipal leasing,
investment management and depository
services.
Fifth Third Securities Inc.
Jay Ryals
Suite 1200
251 N. Illinois St.
Indianapolis, IN 46204
(317) 383-2086
[email protected]
http://www.53.com
Bond underwriting and financial services,
bond refinancing, tax exempt leases, bond
reinvestments, energy loans, TANS.
32 - IASBO InterCom April 2016
Financial Solutions Group, Inc.
Greg Guerrettaz
2680 East Main Street, Suite 223
Plainfield, IN 46168
(317) 837-4933
[email protected]
Financial advisory services to municipalities across the State of Indiana with over
25 years of experience.
Fink Forms, Inc.
Becky Chase
619 E. Dupont Rd. #94
Fort Wayne, IN 46825-2055
(260) 489-7149
[email protected]
http://www.finkforms.com
Budget forms for schools that are Gateway
compatible.
GCA Services Group
1350 Euclid Ave.
Cleveland, OH 44115
(888) 588-0863
[email protected]
http://www.gcaservices.com
Custodial, facilities operations maintenance
and grounds services.
George K. Baum & Company
Damian Maggos
8888 Keystsone Crossing, Suite 1300
Indianapolis, IN 46240
(317) 818-1760
[email protected]
http://www.gkbaum.com
One of the nation’s leading municipal
finance investment banking firms providing
a full range of public finance services to
borrowers and investors.
Gibraltar Design, Inc.
James B. Thompson, NCARB
9102 N Meridian Street, Suite 300
Indianapolis, IN 46260
(317) 580-5777
[email protected]
http://www.gibraltardesign.com
Full service Architectural/Engineering
Firm serving School Districts & Higher
Ed in Indiana
Gibson
Diane Davidson
130 S Main St., Ste 400
South Bend, IN 46601
(574) 245-3527
[email protected]
http://www.gibsonins.com
We help you navigate risk using our
proprietary Gibson Protection System
focusing on commercial insurance, risk
management, and employee
benefits.
Gibson Teldate, Inc.
Don Barrett
8940 Vincennes Circle
Indianapolis, IN 46268
(317) 298-2945
[email protected]
http://www.bgibson.com
We install and maintain telephone systems
and data networking throughout Indiana.
GMB Architecture + Engineering
Jason Miller
85 E. 8th Street, Suite 200
Holland, MI 49423
(676) 796-0200
[email protected]
http://www.gmb.com
A relational, co-designing firm that creates
facilities to enhance learning.
Hays and Sons
Michael Hawkins
757 E. Murry Street
Indianapolis, IN 46227
(800) 536-4056
[email protected]
http://www.haysandsons.com
Emergency service and disaster recovery
professionals for fire, smoke, water, wind,
mold and storm damage.
Hillyard Indiana
Darin Miller
14317 West Painter Drive
Daleville, IN 47334
800-296-4213
Fax 800-296-6127
[email protected]
htt://www.hillyard.com
Family-owned national manufacturer of
cleaning chemicals and developer of an
industry-leading cleaning cost analysis
program.
Horace Mann Companies
Lynn Schmale
301 E. Carmel Dr., Suite G300-002
Carmel, IN 46032
(217) 725-6822
[email protected]
http://www.horacemann.com
We specialize in providing 403(b), Section
125 & auto insurance payroll deductions
to school employees.
HPS
Jennifer Zech
3275 N. M-37 Hwy.
PO Box 247
Middleville, MI 49333
(800) 632-4572
[email protected]
http://www.hpsnet.com
HPS is a member-owned group purchasing
organization providing competitive contracts and dealership pricing on furniture
and equipment.
Huntington National Bank, The
Michael Gilmore
45 N. Pennsylvania St.
Indianapolis, IN 46204
(317) 237-2504
[email protected]
http://www.huntington.com
Banking, Loans, Investment, Lockbox and
Treasury Management Services
Ice Miller LLP
Jane Herndon
One American Square, Ste 2900
Indianapolis, IN 46282
(317) 236-2437
[email protected]
http://www.icemiller.com
Provide school construction and cash flow
financing; referendum, employee benefits
and other related legal services.
Indiana Bond Bank
Ron Mangus
10 W. Market St., Suite 2980
Indianapolis, IN 46204
(317) 233-0888
[email protected]
http://www.in.gov/bond
Our mission is to assist local government
in obtaining low-cost finance for their
operations.
InterDesign
Daniel D. Rawlins
141 E. Ohio St.
Indianapolis, IN 46204
(317) 263-9655
[email protected]
http://www.interdesign.com
Architecture and Design-Build Criteria
Development
Interface
Larry Boyle
235 West 84th Street
Indianapolis, IN 46260
(317) 445-2813
[email protected]
http://www.interface.com
Interface modular carpet tile, i2 mergeable
dye lot, life time Antimicrobial Inersept no
mold warranty with solution dyed nylon –
Highest recycled content
J & D Turf
Jamie Mehringer
12840 Ford Drive
Fishers, IN 46038
(317) 359-1185
[email protected]
http://www.j-dturf.com
J&D Turf is a full service sports turf consulting, construction, maintenance
and distribution company.
JA Benefits, LLC
Christy McNichols
1630 H Street
Bedford, IN 47421
(812) 329-6056
[email protected]
http://www.JABenefits.com
Client focused benefit consulting firm
providing clear, simplified solutions to
11630complex school and trust issues.
JPMorgan Chase Bank, N.A.
Nancy Dorsa
1 East Ohio St, IN1 - 0045
Indianapolis, IN 46277
(317) 767-8344
[email protected]
http://www.jpmorgan.com
Banker for Government entities in the
State of Indiana including cities, counties
and K12 school corporations.
KeyBanc Capital Markets
Kelly McNairy
10 W. Market St, Suite 900
Indianapolis, IN 46204
(317) 464-8448
[email protected]
http://www.key.com
KeyBanc Capital Markets provides quality
financial services to government, educational institutions & non-profit 501(c)(3)
organizations.
IASBO Business Associate Members
Keystone Architecture, Inc.
Mark Brandyberry
322 Main Streeet
Lafayette, IN 47901
(765) 420-7400
[email protected]
http://www.keystonearch.com
Keystone Architecture is one of Indiana’s
largest architectural firms.
KI/Binford Group
Susan Binford
14725 Herriman Blvd.
Noblesville, IN 46060
(317) 770-7300
[email protected]
http://www.ki.com
School furniture with installation, design
and budget services.
Kovert Hawkins Architects, Inc.
Hal E. Kovert
630 Walnut St.
Jeffersonville, IN 47130
(812) 282-9554
[email protected]
http://www.koverthawkins.com
Educational Facilities Planning, Feasibility
Studies, Architectural and Interior Design...
with Personalized Service.
L. L. Low Associates, Inc.
Andrew Low
210 N. Ironwood Dr.
South Bend, IN 46615
(574) 234-7240
[email protected]
http://www.lllow.com
Over 35 years of providing Indiana
schools with financial computer software.
Lancer & Beebe Architecture
Terry Lancer
2122 N Delaware Street
Indianapolis, IN 46202
(317) 797-6595
[email protected]
Architecture, Planning, Interior Design
Lewis & Kappes P.C.
Robert Rund
One American Square, Suite 2500
Indianapolis, IN 46282
(317) 639-1210
[email protected]
http://www.lewis-kappes.com
Legal Services
London Witte Group, LLC
Jennifer Hudson
One Independence Center
1776 N. Meridian St., Ste 500
Indianapolis, IN 46202
(317) 634-4747
[email protected]
http://www.lwgcpa.com
LWG provides comprehensive budgeting,
capital planning, debt management and post
compliance services to Indiana schools.
MacAllister Power Systems
John Barrington
8800 Brookville Road
Indianapolis, IN 46239
(317) 860-4495
[email protected]
http://www.macallisterpowersystems.
com
School buses, generator sets, mobile power
generation and landscaping equipment.
Martin Riley Architects - Engineers
John Boerger
221 W Baker Street
Fort Wayne, IN 46807
(260) 422-7994
[email protected]
http://www.martin-riley.com
Architectural, engineering and interior
design; building envelope consulting,
mater planning and CPF services for K-12
education.
Matrix Integration
Sara Gerber
417 Main Street
Jasper, IN 47546
(812) 634-1550
[email protected]
http://www.matrixintegration.com
We are technology advisors. Our expertise
includes data centers, networking, computing collaboration, and managed services.
Maverick Energy Consulting, Inc.
John Righeimer
4228 Chaparral Drive
Naperville, IL 60564
(815) 498-3855
[email protected]
http://www.mavertickec.com
Energy procurement and price risk management specialists.
Mesirow Financial, Inc.
Daniel Barlow
353 North Clark Street - 9th Floor
Chicago, IL 60654
(312) 595-6203
[email protected]
http://www.mesirowfinancial.com
We provide Indiana schools with municipal
bond underwriting and financial advisory
services tailored to each issuer’s objectives.
Mid-American Cleaning Contractors/Fiber Care
Liz Fletcher
1046 King Avenue
Columbus, OH 43212
(800) 284-3994
[email protected]
http://www.macc.net and
www.fibercare.net
ISSA CIMS-GB certified Janitorial Services
& IICRC certified Carpet Cleaning
Milliken Carpet
Joe Salerno
13945 Brishane Drive
Fishers, IN 46038
(317) 695-6675
[email protected]
http://www.milliken.com
Manufacturers of environmentally produced modular carpet tile products. We
produce the most comfortable, quiet and
long lasting carpet.
MJ Insurance, Inc.
Frank T. Crossland
9225 Priority Way West Drive
Suite 100
Indianapolis, IN 46240
(317) 805-7500
[email protected]
http://www.mjinsurance.com
Performance Services, Inc.
Tim Thoman
4670 Haven Point Blvd., Suite #200
Indianapolis, IN 46280
(317) 713-1750
[email protected]
http://www.performanceservices.com
Employee Benefit Advisory Services
Design-Build, guaranteed savings contracts, geothermal, and wind power.
Moisture Management
Brian Mosey
9855 Crosspoint Blvd., Ste. #100
Fishers, IN 46256
(317) 577-0910
[email protected]
http://www.moisturemanagementllc.com
PESG
Troy Ruger
6307 84th Street
Caledonia, MI 49316
(616) 891-5090
[email protected]
http://www.contractsubs.com
National Insurance Services
Landon Mowry
11350 N Meridian Street, Suite 120
Carmel, IN 46032
(317) 846-9202
[email protected]
http://www.nisbenefits.com
Piper Jaffray & Co.
David Wimmer
459 East 96th Street, Suite 500
Indianapolis, IN 46249
(317) 581-6305
[email protected]
http://www.piperjaffray.com
Moisture Management provides the most
innovative and cost effective roofing and
waterproofing solutions in the industry.
Life and disability insurance and HRA,
VEBA, 401(a), 403(b) solutions.
Neace Lukens
Rob Stiehl
6510 N Shadeland Avenue
Indianapolis, IN 46220
(317) 595-7363
[email protected]
http://www.neacelukens.com
Risk Management and Employee Benefit
Consulting Service Provider with Specialization in Public Schools
Odle McGuire Shook Corporation
Matt Mayol
429 N. Pennsylvania St., Suite 403
Indianapolis, IN 46204
(317) 842-0000
[email protected]
http://www.omscorp.net
Architecture, Master Planning, Interior
Design, Landscape Architecture
One Place Now, Inc.
Al Turnbeaugh
905 Joliet Street
Dyer, IN 46311
(317) 561-0055
[email protected]
Electronic Health Records
Patcraft Commercial Flooring
Scott Martin
551 S Sawmill Rd
Franklin, IN 46131
(317) 432-0003
[email protected]
http://www.patcraft.com
Floorcovering
PESG is an educational staffing solution
for all your K-12 and collegiate staffing
needs.
Not every firm can help underwrite and
distribute bonds that lead to successful
transactions. Piper Jaffray can. We use our
experience, resources and trading capabilities to bring full-service support to our K-12
education clients.
PNC Bank, N.A.
Ellen Shirley
101 W Washington Street, Suite 400E
Indianapolis, IN 46204
(317) 267-7098
[email protected]
www.pnc.com
Providing financial products and services
to schools, to include treasury management,
leasing and investment management.
Primary Engineering, Inc.
Mike Lubbehusen, PE
2828 Lake Avenue
Fort Wayne, IN 46805
(260) 424-0444
[email protected]
www.primary-eng.com
Consulting engineering services for
HVAC, lighting, power and communication
systems. Infrared thermal imaging and
wireless network modeling.
ProcessMaker Campus
Matt Ross
5304 Ventura Drive
Delray Beach, FL 33484
617-340-3377
Fax 305-402-0282
[email protected]
K12 solution that effectively executes
educational/administrative process allowing integration with existing systems while
improving performance.
PayK12
Chris Lyght
223 W. 9th Street
Anderson, IN 46016
(888) 478-5273
[email protected]
http://www.payk12.com
A software platform that reduces risk and
improves efficiency through board integration
and comprehensive reporting.
IASBO InterCom April 2016 - 33
IASBO Business Associate Members
RE Sutton & Associates,
A Division of Brown & Brown
Richard E. Sutton
11555 N. Meridian St., Suite 220
Carmel, IN 46032
(317) 852-1937
[email protected]
http://www.resutton.com
Ryan Fire Protection
Edwin Frieden
9740 E. 148th Street
Noblesville, IN 46060
(317) 473-1546
[email protected]
http://www.ryanfp.com
Employee benefit consultants specializing
in Indiana public school corporations.
Fire Sprinkler / Fire Alarm / Fire Extinguisher Installation, Inspection, Testing
and Maintenance.
Regional Data Services, Inc.
Andy Kapitan
1260 Arrowhead Court
Crown Point, IN 46307-8222
(219) 661-3200
[email protected]
http://www.regionaldata.com
Schamber Group, Inc., The
Elaine M. Schamber, PhD, CFP, AIFA
3526 Osborne Lane, Suite 8
PO Box 4698
LaFayette, IN 47903-4698
(765) 807-0638
[email protected]
Indiana based software provider specializing in administative and web based
software for over 25 years.
Regions Bank
Jenny Lurkins
One Indiana Square, Suite 903
Indianapolis, IN 46204
(317) 221-6111
[email protected]
http://www.regions.com
Regions is a full service financial institution offering solutions designed specifically
for governments.
Fiduciary services and investment
oversight for School Corporation
Retirement Plan Sponsors and their
Investment Committees
Schmidt Associates, Inc.
Ben Bain
320 E Vermont Street
Indianapolis, IN 46204
(317) 263-6226
[email protected]
http://www.schmidt-arch.com
Schmidt Associates serves as your
advocate for all aspects of facility
design-encompassing planning, design,
& implementation.
Security Benefit Corporation
Frank J. Vargo
12099 Lupine Lane
Granger, IN 46530
(800) 888-2461 x2760
[email protected]
http://www.securitybenefit.com/
indiana
Security Benefit helps educators to and
through retirement by providing 403(b),
457, 401a and VEBA programs.
Shanahan & Shanahan LLP
James A. Shanahan
609 Treybourne Dr., Suite C
Greenwood, IN 46142
(317) 881-4881
[email protected]
http://www.lawbyshanahan.com
Bond Counsel and Underwriter’s Counsel
on School Financings and Referendum
Skillman Corporation, The
Bart York
3834 S Emerson Avenue
Indianapolis, IN 46203
(317) 783-6151
[email protected]
http://www.skillman.com
Project Administration & Construction
Management
Sodexo
Matt Holle
283 Cranes Roost Blvd., #260
Altamonte Springs, FL 32701
(317) 225-7512
[email protected]
http://www.sodexo.com
Sodexo, provider of world class food and
facilities services.
Sodexo
Jim Dayhuff
Penn-Harris-Madison Schools
55910 Bittersweet Rd.
Mishawaka, IN 46545
(574) 968-9615
[email protected]
http://www.sodexoUSA.com
School Services
Software Systems, Inc.
Rich Miller
432 S Emerson Ave, Ste 200
Greenwood, IN 46143
(317) 783-5373
[email protected]
http://www.softwaresystemsinc.com
Providing Indiana Schools with Financial,
Payroll/Human Resources, Employee
Portal, Extra-Curricular Software
Applications.
Stair Associates, Inc.
Reggie Laconi
9641 Commerce Dr.
Carmel, IN 46032
(317) 228-1900
[email protected]
http://www.stairnet.biz
Architectural and Engineering design for
schools, with a focus on energy efficient
systems including geothermal.
34 - IASBO InterCom April 2016
Statewide Credit Association, Inc.
Keith Ward
6957 Hillsdale Court
Indianapolis, IN 46250
(317) 684-1000
[email protected]
http://www.statewidecredit.net
Local agency that specializes in increasing
book rental funds for school corporations
at a low cost.
Stifel, Nicolaus & Company, Inc.
Lorenzo Boyd
501 N. Broadway
St. Louis, MO 63102
314-342-8477
[email protected]
http://www.stifel.com
Financial services and investment banking.
Tandus Centiva
Jen Maynard
2527 Shannon Lane
Kokomo, IN 46901
(765) 480-3266
[email protected]
http://www.tandus-centiva.com
Carpet and luxury vinyl tile manufacturer,
project/design consultation.
the etica group, inc.
Ron Goad
7172 N. Keystone Ave., Suite G
Indianapolis, IN 46240
(317) 466-9520
[email protected]
www.eticagroup.com
Architecture, Construction, Engineering &
Roofing Services
TRANE
Brian Pickering
5355 N. Post Rd.
Indianapolis, IN 46216
(317) 255-8777
[email protected]
Creating and sustaining safe, comfortable,
and efficient environments.
TrustINdiana
Cindy Burres Barger
200 W. Washington St., Ste 242
Indianapolis, IN 46204-2792
(317) 232-0139
[email protected]
http://www.trustindiana.in.gov
Local government investment pool
Turner Construction Company
Richard Ach
55 East Monroe St., Suite 1430
Chicago, IL 60603
(312) 327-2770
[email protected]
http://www.turnerconstruction.com
General Contractor and Construction
Management Services
IASBO Business
Associate Members
U.S. Bank Global Corporate Trust Services
Lois Moore
10 W. Market St., Suite 1150
Indianapolis, IN 46204
(317) 264-2500
[email protected]
http://www.usbank.com
Van Ausdall & Farrar, Inc.
Andrew Kimbrough
6430 East 75th Street
Indianapolis, IN 46250
(317) 634-2913
[email protected]
http://www.vanausdall.com
US Bank is a leader in provider of bond
trustee and paying agent services for school
corporations.
Leading business technology/services provider offering Copiers, MPS, IT Services,
Software/Workflow solutions and on-site
managed services.
Umbaugh
Belvia Gray
8365 Keystone Crossing, Ste 300
Indianapolis, IN 46240
(317) 465-1500
[email protected]
http://www.umbaugh.com
Van Gorp Group
Anthony J. Van Gorp
10971 Four Seasons Place, Ste. 134
Crown Point, IN 46307
(630) 592-1301
[email protected]
http://www.vangorpgroup.com
Financial advisor to local governments.
VALIC
Don Koller
2 Summit Park Drive, Ste. 500
Independence, OH 44131
(312) 909-8220
[email protected]
http://www.valic.com
Number one provider of retirement
programs for K-12 in the U.S.
EXPERTISE
3M Security Window Film Distributor
Zions First National Bank
Robert Cafarelli
111 West Washington, Suite 1860
Chicago, IL 60602
312-763-4257
[email protected]
http://www.zionsbank.com/business/
trust-service-bf.jsp
Trustee, Paying Agent, Bond Register &
Investment Services
Real retirement solutions begin here
saving : investing : planning
VALIC is an industry front-runner with more than
50 years of experience.
> First 403(b) plan in public K-12 market
> Retirement Manager leads the industry
in 403(b) regulation compliance
> Highly customized retirement
planning solutions
Committed
to educators
CLICK
VALIC.com
CALL
1-800-972-6978
Securities and investment advisory
services are offered by VALIC Financial
Advisors, Inc., member FINRA and an
SEC-registered investment advisor.
VALIC represents The Variable Annuity Life Insurance
Company and its subsidiaries, VALIC Financial Advisors, Inc.
and VALIC Retirement Services Company.
Copyright © The Variable Annuity Life Insurance Company.
All rights reserved. VC 24503 (02/2013) J89586 ER
T H A N K
Platinum
Sponsors
PERFORMANCE
SERVICES
AMERICAN FIDELITY
ASSURANCE
COMPANY
DEEM MECHANICAL
&ELECTRICAL
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Gold Sponsors
Horace Mann
Low associates
BOYCE SYSTEMS/KOMPUTROL cITY SECURITIES CORPORATION
Silver
Sponsors
BOSE McKINNEY & EVANS
Public Trust Advisors
BMO HARRIS BANK
VALIC
SOFTWARE SYSTEMS, INC.
UMBAUGH
SCHMIDT ASSOCIATES, INC.
EDUCATION NETWORKS OF AMERICA
BANK OF NEW YORK MELLON
CSO Architects
KEYBANC
Barnes & Thornburg
Blakley Corporation
Sodexo
AdTEC, INC.
trustindiana
huntington national bank
NATIONAL INSURANCE SERVICES
moisture managementja benefits, llc
acorn, powered by rycor
Church church hittle & antrim
barton-coe-vilamaa architects & engineers, inc.
IASBO InterCom April 2016 - 35