the power of partnership - Arizona Association of School Business

Transcription

THE POWER OF
PA RT N E R S H I P
Collaborate : Solve : Implement
SCHEDULE of EVENTS
Tuesday, July 20, 2010 – Saturday, July 24, 2010
Friday, July 23, 2010
Tuesday, July 20, 2010
Board of Directors Meeting
Fun Run & Walk
5:30 p.m. to 6:30 p.m.
Breakfast Roundtables/
Goldmine Sessions
Wednesday, July 21, 2010
6:45 a.m. to 8:30 a.m.
7:30 a.m. to 8:30 a.m.
Golf Outing at Starr Pass
Country Club
7:00 a.m. to 12:00 p.m.
AASBO Exposition
Exhibitors Check-In
11:30 p.m. to 3:00 p.m.
AASBO Exhibitors Prize Drawings
Exhibits Set-Up
11:30 p.m. to 4:00 p.m.
Exhibitors Move-Out
11:00 a.m. to 2:00 p.m.
12:30 p.m. to 1:00 p.m.
Second General Session
and Luncheon
11:15 a.m. to 1:30 p.m.
Breakout Sessions IV for Attendees
2:00 p.m. to 2:50 p.m.
Refreshments and Networking
2:50 p.m. to 3:10 p.m.
Breakout Sessions V for Attendees
3:10 p.m. to 4:00 p.m.
Pre-Conference Workshops
Check-In
Afternoon Pre-Conference
Workshops
1:15 p.m. to 4:30 p.m.
8:00 a.m. to 10:30 a.m.
10:30 a.m. to 11:00 a.m.
Annual Conference Registration
and Check-In
4:00 p.m. to 7:00 p.m.
Breakout Sessions VI for Attendees
4:10 p.m. to 5:00 p.m.
Exhibitors Meeting
4:30 p.m. to 5:00 p.m.
Afternoon Free
5:00 p.m. to 7:00 p.m.
Welcome Reception and Exhibition
5:30 p.m. to 7:30 p.m.
AASBO Dinner Buffet
7:00 p.m. to 7:45 p.m.
Arizona School Risk Retention
Trust/AASBO Reception
7:30 p.m. to 9:00 p.m.
AASBO CSI: Las Vegas Night 7:45 p.m. to 9:30 p.m.
Saturday, July 24, 2010
Thursday, July 22, 1010
Breakfast Buffet
Breakfast Roundtables/
Goldmine Sessions
7:30 a.m. to 8:30 a.m.
Continental Breakfast
8:00 a.m. to 9:00 a.m.
AASBO Exhibition Green Badge Meeting for
First Time Attendees
8:00 a.m. to 11:00 a.m.
9:00 a.m. to 9:30 a.m.
Spouses & Guests Program
9:30 a.m. to 10:30 a.m.
First General Session
and Luncheon
11:15 a.m. to 1:30 p.m.
Breakout Sessions for Exhibitors
11:15 a.m. to 12:00 p.m.
Breakout Sessions I for Attendees
2:00 p.m. to 2:50 p.m.
Refreshments and Networking 2:50 p.m. to 3:10 p.m.
Breakout Sessions II for Attendees
3:10 p.m. to 4:00 p.m.
Breakout Sessions III for Attendees
4:10 p.m. to 5:00 p.m.
Great Arizona ASBO Duck Race
6:30 p.m. to 7:00 p.m.
Hospitality Reception
7:00 p.m. to 8:00 p.m.
CSI: Polynesian Night Show
8:00 p.m. to 9:00 p.m.
Hospitality Rooms
Third General Session
10:00 p.m. to 11:00 p.m.
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8:00 a.m. to 9:00 a.m.
9:00 a.m. to 10:30 a.m.
Conference Adjourns
10:30 a.m.
Hotel Check-Out
11:00 a.m.
Join Us
2010 Annual Conference & Exposition
CSI: Connect with us . . .
July 21 – 24 ~ Tucson, Arizona
A MESSAGE FROM : JOHN FUNG
Whether it’s in our personal or professional lives, success is all about connections. Those
connections help us shape our highest goals and ambitions. And in the school business
management profession, goals and ambitions reaffirm the values and ideals that distinguish
us from other educational organizations.
That’s why I am especially excited to urge you to attend AASBO’s 57th Annual Conference and
Exposition – a must-attend event for school business officials and vendors that has been
specially designed to help maximize your connection to the K-12 education market.
With so much uncertainty about the economy and the state’s financial crisis, AASBO’s annual conference has more relevance
and urgency than ever before. Simply put, AASBO has developed the best content of professional development programs
and they will provide you with the tools you need, to stay one step ahead in these difficult times.
The conference kicks off Wednesday with a golf outing, pre-conference workshops and a preview of one of the largest
trade shows of educational products and services in the Southwest.
Thursday and Friday will feature top-notch inspirational presentations from two of the most highly respected keynote
speakers you will ever hear. You can even customize your own personalized schedule to meet your specific professional
or educational needs.
Saturday’s closing session will feature a candidates’ forum of some of the most important statewide races in this year’s election.
Come and hear what these candidates have to say about their vision and goals as political candidates.
And speaking of connections, take advantage of face-time with your peers at the exhibit show! It’s an ideal forum for
networking and discussing the latest challenges, issues, and solutions facing school business officials.
In addition, you will have the opportunity to experience a fantastic Duck Race to benefit worthwhile charities, a hosted
hospitality reception with a Polynesian flavor and even a Las Vegas night of fun and enjoyment.
As you can see, our conference planning committee has developed a spectacular program filled with learning, networking
and great entertainment to go hand-in-hand with this family-friendly location. I encourage you to visit www.aasbo.org and
register today!
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Join Us
CSI: Connect with us . . .
You will be exposed to inspiring keynote speakers and educational sessions that will surely help you face new challenges
and decisions with confidence and conviction, utilizing proven
methods for success.
It takes time to mold a successful school business official – and
yet in just 56 years, the Arizona Association of School Business
Officials (AASBO) has grown vibrant and strong, providing critical
guidance and training to the school business management profession throughout the state. Take time to reflect on the past and
plan your future using the advice of industry experts. Learn to
lead your school business operations successfully, get the latest
compliance updates and gain insight into how to thrive in today’s
economic conditions. Don’t miss this opportunity to help shape
the future of Arizona’s educational institutions.
AASBO’S Annual Summer Conference & Exposition is a great
team-building opportunity for your entire central office staff and
Governing Boards!
It’s the perfect event for:
• Business Managers
• Chief Financial Officers
• Finance and Budget Staff
• Purchasing and Procurement Officials
• Food and Nutrition Officials
• Facilities and Maintenance Operations Officials
• Transportation Directors
• Accounting, Payroll and Human Resource Staff
• Superintendents and Assistant Superintendents
• District Office Support Personnel
• Charter Schools
• School Board Members
• Administrators
• Teachers
• Individuals who work in or are interested in the school
business management profession, including vendors and
exhibitors who have an interest in doing business in the
K-12 education market.
Premier Education Specifically for the School Business
Management Professional
There is no better way to end the FY2010 school year and begin
the FY2011 school year than with an educational experience of a
lifetime. The conference planning committee has put together a
highly educational program led by outstanding keynote speakers,
breakout sessions and exhibits that you will not want to miss.
Register today for AASBO’s 57th Annual Conference and Exposition – an exciting two and one-half day program for new, experienced and seasoned professionals. Conference participants will
benefit by hearing from experts on specific topics geared toward
your personal and professional development.
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Join Us
July 21-24, 2010
PROFESSIONAL DEVELOPMENT EDUCATION CLASSES
AASBO offers three professional development courses this summer
as part of the association’s Educational Program curriculum.
These four-day courses are open to anyone who has an interest in
school business management. For the summer of 2010, AASBO is
pleased to offer three of its most popular classes.
The dates for all three classes are July 18-21. They will be held
at the Tucson Marriott University Park Hotel, 880 E. Second St.,
Tucson, AZ 85719. This hotel is located near the main entrance to
the University of Arizona campus.
All AASBO Education Classes consist of 32 clock hours of
instruction. Enrollees may also earn community college credit
by satisfying the course requirements and payment of an
additional registration fee to AASBO for credit through Central
Arizona College. Contact the AASBO office at (602) 253-5576
or by e-mail to Whitney at [email protected] or Ana at
[email protected] for enrollment and registration information.
The following four-day courses will be offered this summer just
prior to the start of the AASBO 57th Annual Conference and
Exposition:
Transportation: This is a practical course designed to develop
and refine personnel, logistic, and management skills relating to
pupil transportation. Participants will use practical exercises based
on actual situations to craft a portfolio of notes and templates for
their professional use. Discussions of skills and resources required
to effectively manage education transportation programs will be
highlighted in this course.
prepare board presentations and bond and override presentations
to support the initiatives.
Budget & Finance: The Budget & Finance course provides a
working knowledge of the budgetary process for Arizona public
schools and an understanding of preparation of required state
budget forms, including an introduction to Arizona school finance
and an explanation of how financing relates to various taxes by
using the Uniform System of Financial Recordkeeping (USFR)
and Arizona Revised Statutes Title 15. This course will familiarize
participants with school district budget forms and preparation of a
school district budget.
Maintenance & Operations: This course will focus on a deeper
understanding of the maintenance and operations functions of
a school district. The development of a maintenance-specific
budget will be covered and an in-depth view of building systems
will be presented covering mechanical HVAC, intercom, fire alarm,
roofing, hardware and energy efficiency will be explored; and the
development of specifications to procure these systems will be
discussed. The ability to understand proprietary systems and their
impact on facility operations will be presented. The development of
an overall team approach to the safe operation and maintenance
of facilities will be covered. The development of long-range plans
and periodic facility reviews to support those plans will also be
covered. Finally, participants will be shown the tools necessary to
Note: Several rooms have been reserved at a special rate for
conference attendees who are staying at the Tucson Marriott
University Park Hotel while attending the four-day education
classes. Please contact the AASBO office at (602) 253-5576 for
details.
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Wednesday’s agenda
July 21, 2010
Pre-Conference
The Ins and Outs of Cash Flows and Short
Term Financing
BEGIN WITH A THOUGHT-PROVOKING
PRE-CONFERENCE WORKSHOP
This session with cover an array of topics related to the forecasting
of cash flows and the different methods of short term financing to
alleviate cash shortfalls. Representatives from several different
governmental organizations will discuss how to most accurately
forecast the flow of revenues such as state aid, additional state
aid, tax collections, and federal revenues. Various methods to
address cash shortfalls such as advance of state aid, registered
warrants and TANs will be covered by experts in these areas.
County Treasurer Offices and their servicing banks will discuss
how they work together to finance shor-term borrowing as well
what information is needed such as cash flows and financial
statements to create these lines of credit.
The pre-conference workshops offer you the opportunity to study
one topic or issue of current interest in greater depth than is
possible in a breakout session. The pre-conference workshops will
be held on Wednesday, July 21. Be sure to sign up early since
space is limited. You do not need to sign up for the Annual Summer
Conference in order to attend a pre-conference workshop. The two
pre-conference workshops to be offered in 2010 include:
Title: Ethics/Conflicts of Interest/Gratuities and
Other Related Legal Issues
Given our current economic struggles, it is more important
than ever that we as School Business Officials maintain
the highest ethical standards. This learned panel of
attorneys and business officials will discuss current topics
and case studies related to conflicts of interest, gratuities
and avoiding the appearance of impropriety. Attendees
will be given opportunity to ask questions and gain insights
which they can apply to the everyday life back in their
school district. This is your chance to hear from the top
legal and business minds in the State on this topic.
Presenters:
Panel:
Janis Merrill Tri-District In-House Counsel for
Tempe/Kyrene School Districts
Denise Bainton DeConcini McDonald Yetwin
& Lacy, P.C.
Todd Jaeger General Counsel, Amphitheater
Public Schools
Susan Segal Attorney General’s Office
Susan Myers Attorney General’s Office
George Graham Auditor General’s Office
Chuck Essigs Arizona Association of School
Business Officials
Bill Munch
Mesa Public Schools
Moderator:
Ernie Calderon Calderon Law Office
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Bill Davis,
Piper Jaffray
and Laura Felten, Paradise Valley Unified School District
Wednesday’s agenda
July 21, 2010
WEDNESDAY'S ACTIVITIES
Welcome Reception and Opening of Vendor Exposition
Wednesday, July 21, 5:30 to 7:30 p.m.
Arizona Ballroom and Conference Center Foyers
President David Peterson and the AASBO Board of Directors invite
all registered conference participants and exhibitors to join them
at this welcome reception. This is an excellent opportunity to meet
and mingle in a relaxed setting. You may want to visit with old
acquaintances and meet new ones. Stroll the aisles of the exhibit
rooms and see the latest in products and services available to
school districts and charter schools. Light refreshments will be
served. This reception is included as part of your registration fee.
Conference special activities have been planned to give you an
opportunity to meet, mingle and network with your colleagues and
the vendor representatives who have come to Tucson to make
this a rewarding experience for everyone. Be sure to take time to
participate in the special activities. You will be truly appreciative
of the people who make school business management such a fun
and worthwhile profession.
23rd Annual Mike Peacock Memorial AASBO Golf Outing
Wednesday, July 21, 7:00 a.m.
Starr Pass Country Club
3645 West Starr Pass Blvd.
Tucson, Arizona
Golf Club Phone: (520) 670-0300
There’s no better way to start off your week at the AASBO 57th
Annual Conference and Exposition than with a round of golf at the
Starr Pass Country Club, a 27-hole Arnold Palmer Signature Golf
Facility. Our golf outing will be on the Roadrunner and Coyote golf
courses. Play will begin promptly at 7:00 a.m. with a shotgun start.
Mail in your golf registration early by completing the enclosed entry
form or register online at www.aasbo.org.
Exhibits are located in the Arizona Ballroom and conference center
foyer. One of the highlights of the 57th Annual Summer Conference
and Exposition is the opportunity for conference attendees to visit
and learn from more than 200 exhibits displaying products and
services, including the latest in technological advances available
for public schools.
This is an excellent time for you to evaluate and compare as well as
to speak to the vendors themselves. There will also be door prize
drawings! Admission is by conference badge. PLEASE DO NOT
BRING CHILDREN OR UNREGISTERED INDIVIDUALS TO THE
EXHIBIT AREAS.
The tournament will be a two or four-person scramble with each
group selecting the flight they want to play. Flights for the serious
golfer to the beginner will allow all participants to feel at ease.
Entry fee is $65 per person for school employees and $110 for
vendors and guests, which includes continental breakfast, green
fees, cart, prizes and box lunch. When registering, please include
applicable preferred partner and handicap. The Starr Pass Country
Club requires the following attire: collared golf shirts, no denim and
soft spike shoes only. Hole sponsorships are available for $100.
For additional information, please contact Tournament Director Bill
Bauman at (602) 650-1184.
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thursday’s agenda
July 22, 2010
Breakfast Goldmine Sessions
7:30 a.m. – 8:30 a.m.
1. Recording of Bonds and Other Debt Activities
Come find out from the accounting and financing experts
how to record those debt-related financing activities in your
financial system as well as how they will eventually show
up in an audit financial statement. Bond, TANS, registered
warrants, lines of credit, capital leases….it will all be
discussed in this session.
Presenters:Melissa Spangler, Heinfeld, Meech & Co.
and Megan Wienand, RBC Capital Markets
2. CAC College Degree Through AASBO
Both AASBO staff and Central Arizona College administration
will present the two-year degree program in School Business
Administration. Learn how you can receive a degree while
attending AASBO classes and workshops.
Presenter:
Jeff Gadd, Arizona Association of School Business Officials
3. ADM Dashboard Reporting from the Drawing
Room to the Board Room
Where do you see yourself in five years? This workshop
will discuss the use of dashboard reporting in spotting
ADM trends and how those trends translate to your general
budget limit. Also, you can use trend identification to stop
potential ADM reporting issues.
Presenter:
Tracy McLaughlin, Heinfeld, Meech & Co.
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thursday’s agenda
July 22, 2010
4. Using Commodities in the National School
Lunch Program
6.
Best Practices for an Efficient and Effective
Procurement Department
Learn how to streamline your procurement department.
This session will provide helpful ideas to do more with less.
Hear the latest news on commodities, fresh new ideas, the
flexibility currently available with the program and find out how
much cost savings are associated with utilizing commodities.
Lina Ardizzone, Paradise Valley School
District
Presenters: Arizona Department of Education and
Commodity Advisory Council
Presenter:
5. Support Staff Evaluations
According to the EPA, about $40 billion is spent annually
in the United States to air-condition buildings – one sixth
of all electricity generated in a year. Energy Star qualified
roof products reduce the amount of heat transferred
into the building by reflecting the sun’s rays. As a result,
the white reflective roof surface reduces the amount of
air-conditioning needed to cool a building and can reduce
energy bills by up to 50 percent.
Presenter:
7. Why Cool Roofing
This goldmine session will provide some sample evaluation
forms that are being used on the support staff. In addition,
you will receive some insights on effective methods to
conduct performance evaluations of your support personnel.
Presenter:
Justin Wing, Washington Elementary
School District
Jerry Brown, Arizona Cool Roof Council
Achieving Balance in a Crazy 24/7 World
First General Session and Luncheon
Tucson Ballroom
Thursday, July 22
11:15 a.m. to 1:30 p.m.
Keynote Speaker: C
onnie Podesta, Inspirational Speaker, Comedian, Educator,
Certified Professional Counselor & Expert in the Psychology of Human Relations
Connie Podesta, an expert in the psychology of human behavior and leadership development, is internationally
known for her high-energy, interactive, powerful entertaining and result-oriented sessions. She is an
award-winning speaker with degrees in Human Relations and Counseling, author of five books, Board Certified Therapist and Radio/TV
personality. Connie will deliver an incredibly entertaining, dynamic and interactive presentation that will help you decode the mystery of
human behavior in all areas of your life, both personal and professional.
Connie has worked with hundreds of corporations and non-profits nationwide. She is uniquely able to involve her audience with her
diverse talents as a comedian, author, Licensed Professional Counselor and radio/TV personality to inspire her audiences to reach new
heights in their personal and professional development.
Connie Podesta has been a keynote speaker to thousands of educators and has presented to standing-room-only session in national meetings.
She has experience in working with all levels: administrators, teachers, support staff, board members, and community/business interests.
In her presentation, Connie will strive to help people stay sane when there is just too much to do. Connie uses humor, insight and a
realistic take on life to help people re-assess what is important, realign their priorities and re-adjust their thinking so that they can enjoy
the life they work so hard to achieve.
Note: The First and Second General Session will begin promptly at 11:15 a.m. with luncheon service followed by keynote program speakers.
Attendees are requested to be on time and to stay for the entire session to minimize disruption. This is a ticketed event.
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thursday’s agenda
July 22, 2010
Breakout Session I
104 Incentives for Your Employee Benefits
Program - Better Health Reduces Direct
and Indirect Costs
2:00 p.m. – 2:50 p.m.
101 Utilizing Excel Pivot Tables to Streamline
Reporting Requirements
Arizona School Boards Association Insurance Trust (ASBAIT)
trustees and staff will explain how preventive and identification
screening (mammograms, PSA, flu shots, etc.); employee
assistance programs; wellness programs; health care and
prescription cost identification and education; and safe-working
awareness training will reduce the direct costs of your health
care benefit program, including claims and administrative
costs. Learn how indirectly all of these cause the employees of
your district to have higher morale, less absenteeism, and be
more productive.
Presenter: Jerry Edwards, Arizona School Boards
Insurance Trust
We will demonstrate how to use Excel’s pivot table capabilities
to summarize data. The example will summarize the District GL
information to complete the U.S. Department of Education’s Study
of School Level Expenditures required report.
Presenter: Cathleen Amabisca, Glendale Elementary
School District
102 CSI Bargaining - Collaboration, Sharing,
Listening
This session will look at the keys to the development of a positive
working relationship between the school business official and
employee bargaining groups. Interactions between the school
business official and employee group leadership that are based upon
collaboration, sharing of data and listening to each other’s needs lead
to mutually beneficial solutions and builds the essential foundation of
trust that can carry a district through trying financial times.
105 Implementing What the Consultants Tell You
Food Service consultants have three main recommendations
when it comes to maintaining financial stability in food service
operations – minimize labor, use commodities, and merchandise
your program. This workshop will provide guidelines and
successful examples for implementing these recommendations
for all districts, large or small. Paradise Valley Unified School
District has been self sustaining financially for 15 years, while
Kayenta Unified School District, which had not been financially
stable for more than 15 years, had its first “in the black,”
end-of-year-fund balance in 2009-2010.
Presenter: Tom Elliott, Paradise Valley School District
103 Courageous and Critical Communications:
Key Strategies and Roles to Communicating
Difficult Information
The economic downturn affecting state funding for education
has created a complex maze for districts to manage in a manner
that is clear, open, and honest. It requires multiple layers of
communication among Governing Board members, administrators,
employees, parents, community members, and the media. A well
thought out process or lack of one can be the demise or triumph of
a district. The presentation will outline proven strategies that will
strengthen your district’s communications.
Presenter: Tim Ham, Madison Elementary School District
Presenters:Kathy Glindmeier, Paradise Valley Unified
School District
and Cathy Getz, Kayenta School District
106 Going Stepless
This session will focus on the single salary schedule (step
system) and the range salary schedule (stepless system).
It will provide reasoning on the purposes of both and why
school districts are moving away from the step system to the
range system. Participants will learn the pros and cons of a
stepless salary schedule and receive practical advice on the
implementation process.
Presenters: Sandy Cooper, Chandler Unified School District
and Justin Wing, Washington Elementary
School District
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thursday’s agenda
July 22, 2010
Breakout Session II
107 Surplus Property: What Do I Do with My Junk?
3:10 p.m. – 4:00 p.m.
For many of us, fixed assets and surplus property are just one
small part of our daily job. There always seem to be more
questions than answers. Come hear from the “Babe Ruth of
Surplus Property in Arizona.” The presenter deals with property
management issues on a full-time basis for the state of Arizona. His
dynamic presentation and best practice ideas will keep you
riveted. You will never look at surplus property in the same way
after attending this session.
201 5 Key Steps to Increase Control and
Accountability at Your District
Hear how an Arizona district banded together with its accounting
firm and software provider to achieve their district goals for better
control and accountability. In this best practices session, learn 5
key steps that redefined their processes to result in better control
and accountability. A must-attend session if your responsibilities
include finance and business operations.
Presenters: Tracy McLaughlin, Heinfeld, Meech & Co., P.C.
and Windsor Management Company
Presenter: Steve Perica, State Surplus Property Management
Office 108 Buying Technology: Hints and Pitfalls
This session focuses on a cooperative effort between IT and
Purchasing on how to buy technology. Discussion includes curriculum
staff who attend conferences, what is really a sole source and when
to schedule demonstrations and presentations. An outline on how IT
and Purchasing need to team when developing RPFs, who makes
decisions, presentations and “ownership” of technology.
Presenter: Bonnie Gonzalez, Phoenix Union High School District
202 Property Tax Fun Facts
In this tumultuous real estate environment, understanding property
taxes and property valuation is more important than ever. This
session will tackle the implications behind declining assessed
values, explore the ramifications of a changing Qualifying Tax
Rate and highlight the impacts of shifting assessment ratios. The
presentation is direct and to the point, covers all types of school
district circumstances and will help you understand your situation
now and in the future.
Presenters:Randie Stein, Stone & Youngberg
and Lesley Kratz, Maricopa County Assessor’s Office 109 How to Recognize Signs of Water Damage to
Minimize Costs
Attendees will learn how to recognize often overlooked signs of water
damage in order to save the district’s time and money by addressing
problems promptly and effectively. We frequently see evidence of
water damage that occurred over months, or even years, that had
not been recognized or addressed. As a result, repairs that may
have been relatively minor can become quite extensive. By helping
staff recognize early warning signs, district personnel will be better
equipped to understand the warning signs of water damage.
Presenters: Alicia Holmes, East Valley Disaster Services, Inc.
and Jack Musella, Kyrene School District
203 2010 Legislation Affecting School Capital
Finance, School Facilities and Property Taxes
This session will review the 2010 legislation and budget changes
affecting school capital finance, school facilities, and property taxes.
We will also discuss the implications of the 2010 legislative action
for school finance officials and other district decision-makers.
Presenter: Judy Richardson, Stone & Youngberg
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thursday’s agenda
July 22, 2010
204 An Overview of the National Nutrition Standards
and the Impact on Child Nutrition Programs
their district’s homeless liaison. Transportation Directors will have
an opportunity to strategize about how to most effectively and
efficiently provide transportation to/from the school of origin.
Presenter: Frank Migali, Arizona Department of Education
This presentation will cover the National Nutrition Standards for
school meals and ala carte sales and what that means for the
National School Lunch and School Breakfast programs. This
includes the impact on food and labor costs. A comparison of the
proposed recommendations versus the AZ Nutrition Standards will
also be presented as well.
Presenters: Michelle Walters, Scottsdale Unified School District 208 Management of Energy Requires Energy of Management
The Arizona gold rush is here. Energy Management suppliers,
vendors and contractors have arrived. How can you protect your
district during the next several years of economic difficulty? By
attending this session, you will better understand the benefits of
using Performance Contracting, but you must also understand
the risks. Real world examples will be given. Each attendee will
receive a Performance Contracting Workbook that clearly helps
one understand the value of Performance Contracting as well as
recognizing the disadvantages.
Presenters: David Johnson, Thunderbird Mountain Facilities
Performance Services
and Tom Rushin, Yuma Elementary School District
205 What Business Managers Need to Know About
Increasing Employees Retirement Benefits without Increasing the Cost to Your District
This session will discuss the ways in which school districts can
(and should) manage their 403(b) plans to maximize benefits for
the employee while protecting the school from plan sponsor and
fiduciary liability. Vail School District has implemented a single
vendor platform that lowered employees’ fees, provided better
plan design, offered more savings options and protected the
district from its fiduciary liability as the plan sponsor.
Presenter: Stuart Duncan, Vail School District
209 Cooperative Purchasing Due Diligence
Due diligence reviews are an essential part of the use of cooperative
purchasing contracts. In this session, we will look at a simple, but
effective means to perform due diligence.
206 Alternative Project Delivery Methods (APDM):
Where it Is Now and Where it Is Going
APDM for procuring construction has been available to school
district for ten years. Come hear from the expert in Arizona as he
talks about where we are and where we may be going with these
innovative methods of construction procurement. The presenter
was instrumental in getting these rules approved by the Legislature
and State Board of Education. He will address best practices and
strategies for getting the most out of your construction dollar
through APDM.
Presenter: Gary Aller, Arizona State University Alliance for
Construction Excellence
Presenter: Tom Peeler, Mohave Educational Purchasing Cooperative
Breakout Session III
4:10 p.m. – 5:00 p.m.
301 Fixed Assets: How to Get It Done
We know the rules and requirement for fixed assets, but now find
out how to get it all done! Come learn from the experience of
two districts as they discuss how they manage to meet all these
requirements without going crazy (or maybe just a little!).
Presenters: Ken Alexander, Mesa Unified School District
and Lupe Bandin, Union Elementary School District 207 McKinney-Vento Homeless Education
Transportation Requirements
This presentation will provide an overview of the McKinneyVento Act as it pertains to the requirement of transportation for
homeless students. The presentation will provide transportation
personnel with pertinent information they need when working with
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thursday’s agenda
July 22, 2010
302 Credit Rating Agency Calls… Not just for Bond
Issuance Anymore
306 E-Rate Q&A
This session will provide an opportunity for participants to ask
questions and get answers about the E-Rate process. There will
be no presentation, just a Q&A format. A panel of 3 experts will
be on hand to answer those questions you never get a chance
to ask.
Presenter: Ernie Nicely, Nicely Done Consulting
This session is intended to provide perspective and guidance to
business officials in preparing for inquiries and requests of credit
analysts. Included will be comment and perspective from a Moody’s
credit analyst on key areas of emphasis for Arizona school district
credit ratings, including foreclosures, ADM, budget cuts, deferred
state aid, credit lines and more. A general discussion of factors
impacting credit ratings, among other new developments, will also
be provided.
Presenters:Bryan Lundberg, Stone & Youngberg
and Justin Resuello, Moody’s
307 Technology on Board
This session offers a presentation surrounding Glendale
Elementary School District’s experience with the latest in school
bus technology. The district implemented an electronic bus pass
system more than 12 months ago and went to a No Pass/No Ride
policy on Jan. 5 of this school year. You will hear about experiences
with bus passes, a multi-camera, digital video surveillance system
and GPS. Cost and availability of funds have kept districts from
exploring these technologies.
Presenter: Eric Kissel, Glendale Elementary School District
303 Anatomy of Bond Campaign - Getting to Yes on
Election Day
Hear from the experts in developing a successful campaign in
this interactive, in-depth look at the anatomy of a bond campaign.
Highlights include practical how-to information to assess your
needs, communicate vision, build consensus through collaboration,
and implement resources and methods of delivering the message
to your staff and the community. We’ll even consider the electionday aftermath. Here’s the insight you’ll need to make it all work,
plus lessons learned from districts with successful campaigns.
Presenters:Brett Hobza and Tom O’Neil, DLR Group
308 CIP Master Planning
Whether you are a School Business Manager, District Administrator,
or Facility Director, effective management of your district’s
capital improvement needs is essential. This session will give
you the basics to improving the educational environment of your
district’s facilities (planned and existing) through organizing and
completing a master-planning effort. Topics include inspection,
interviews, investigations, capital fund analysis, prioritization of
projects, strategic implementation planning and approach, internal
district buy-in, School Board presentations, and effective public
meetings approach.
Presenters: Jeff Cook, The H2 Group
and David Peterson, Scottsdale Unified School District
304 Just in Time Purchasing
A panel discussion from school districts that have eliminated
stocking supplies in their warehouses. Come hear why districts
are moving in this direction and how it might benefit your district.
Presenter: Mike Romanoff, Scottsdale Unified School District
305 Purchasing Pitfalls
309 Concrete and Structural Repair
Are you aware of the not-so apparent sources of compliance issues
that come with certain money sources such as federal dollars?
What about the hidden hazards that can be found in Energy
Performance contracts? What about all the new “cooperatives”
coming into our state? This session will address these subject
areas and talk about how you handle such scenarios.
Presenter: Caroline Brackley, The Professional Group
This session will discuss how “slab jacking” and “forensic concrete/
structural repair techniques” can save money and time on facility
repairs, in a very sustainable way. The session will explore
common structural problems with existing facilities and explain
how repairs can be done, including case studies of actual projects
that demonstrate the techniques. There will be plenty of examples
and ample opportunity for the attendees to ask questions of
the presenters.
Presenters: Dewayne Craig and Howard Kropp, Washington Elementary School District
12
thursday’s agenda
July 22, 2010
THURSDAY'S ACTIVITIES
Hospitality Reception
7:00 p.m. to 8:00 p.m.
Meecha Terrace and Poolside
There will be no better way to enjoy a busy day of meetings at
the conference than to join your colleagues and exhibitors at a
memorable social event that will be filled with an evening of fun,
delicious food stations, music and entertainment. You will want to
be in attendance.
Vendor Exposition
Hours of Operation:
Thursday, July 22: 8:00 a.m. to 11:00 a.m.
Arizona Ballroom and Conference Center Foyer
for public schools.
You will not want to miss this opportunity to enjoy some excellent
hospitality and refreshments at our AASBO hosted vendor
hospitality reception. This is a great time to network and meet new
friends. Be sure to take a moment to thank the vendors who are
hosting the various hospitality stations at this reception.
This is an excellent time for you to evaluate and compare as well
as to speak to the vendors themselves. There will be door prize
drawings throughout the time the exhibition is open. Admission is
by conference badge. PLEASE DO NOT BRING CHILDREN OR
UNREGISTERED INDIVIDUALS TO THE EXHIBIT AREAS.
AASBO CSI: Polynesian Night
8:00 p.m. to 9:00 p.m.
Ania Terrace
After the Hospitality Reception, we will continue the evening
with entertainment that will make this year’s Annual Bash a real
memorable event.
First Time Attendees
Thursday, July 22, 9:00 a.m.
Tucson Ballroom
If you are attending the AASBO Annual Summer Conference and
Exposition for the first time, this special reception is for you. You
will be welcomed by the leaders of AASBO and receive pointers
on how to obtain the maximum benefit from your time spent at the
conference. As a first-time attendee, you will receive a green name
badge when you register. This badge enables other attendees
to readily identify you and welcome you to the conference. This
orientation is included as part of your registration fee.
This year’s Annual Bash will be an experience of the Polynesia
culture with the Spirit of Aloha presented by Tia’s Royal Islanders.
This will be a live group with many band members and dancers.
We will be entertained by beautiful dancers who will amuse our
attendees with dances from all the islands; from the graceful hula
to the fast moving hips of Tahiti, to dances from Samoa. And, we
will witness the “Samoan Fireknife” dance which is action packed
with a lot of excitement.
Inaugural AASBO Duck Race
Thursday, July 22, 6:30 p.m.
Lazy River
Come have fun in the sun and join us at the Lazy River on the grounds of
the JW Marriott Starr Pass Golf Resort & Spa where we plan to release
hundreds of the most adorable rubber ducks you have ever seen.
They’ll paddle their way to the finish line and just might make you a
winner! The fun and festivities begin at 6:30 p.m. Make sure you
are around for the Duck Drop. There will be races among ducks
adopted by our school business officials and a second race of
ducks adopted by our vendors competing for our championships.
Proceeds raised from our Duck Race will benefit the operations
and mission of the Association of Arizona Food Banks to deliver
food and quality of service to food banks and foster relationships
in support of eliminating hunger statewide.
This event is included in your conference registration package.
Additional tickets are available at $15 each for guests and family
members. Please be sure to bring your admission ticket, as this is
a ticketed event.
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friday ’s agenda
July 23, 2010
Goldmine Sessions
4. How can I Generate Revenue with my
School’s Website?
7:30 a.m. – 8:30 a.m.
1. How the Finance Office Works with Officials
and Referees
Ever wonder how to pay athletic officials and referees? Do they
have to be issued 1099s at year end? The AIA’s new payment
system for paying game workers will also be discussed.
Now that schools are allowed to advertise on their websites,
find out one way to implement a website advertising
campaign, support local businesses, and start generating
additional revenue for your district.
Presenter:
“Best Value” seems to be the new buzz word. Come and see
how ASU is using the Best Value evaluation process in their
service contracts. This innovative process was developed
some 14 years ago. It has produced projects that are truly
Best Value contracts and have saved money, time and
contract administrative efforts.
Presenter:
5. Best Value Evaluation Process
Presenters: Ginny Williams, Paradise Valley Unified
School District, and an AIA representative
2. Investigating the AFR
The purpose of this session will be to “investigate” and review
the information contained in the Annual Financial Report. Why
is this report critical, where does the information come from,
and what does the information mean to the school district?
Presenter:
Paul Christensen, Murphy Elementary
School District
3. The Black Box of Bond Financing
No pressure and a quick explanation! Do you know what
the price of the bond means? Do you wonder what the
difference is between coupon and yield? When is it best
to sell bonds at par, with a premium or at a discount?
Most importantly, are you interested in finding out how
this information impacts your district when you are selling
bonds? In just a few minutes you can understand the basics
and open the black box. All questions are welcome in this
open discussion, rapid-rate format.
Presenter:
Tim Leedy, Fountain Hills Unified School District
Randie Stein, Stone & Youngberg
14
Peggy Ferrin, Arizona State University
friday ’s agenda
July 23, 2010
6. Financing in a Weak Economy
Tight Budget? Need to do more with less? Learn how you
can stretch your budget dollars to afford needed student
transportation vehicles as well as to free up cash for other
operating and budgetary needs.
Presenter:
Phil Polizzatto, Canyon State Bus Sales
7. Constant Awareness: It’s not Just Driving a Bus
This class will explore the importance of quality customer
service and having a positive attitude. We will discuss the
driver’s role in the transportation team and how their positive
leadership role with students is so important.
Presenter:
8.
Hot Topics
The Arizona School Risk Retention Trust, Inc. has developed
three new programs to enhance safety and lower the risk
of potential loss for member districts. These new programs
are: (1) Bus Driver Training, to assist districts in training their
bus driver, (2) Mercury Exposures, which gives guidance to
districts on how to properly handle a mercury exposure,
and (3) Roof Inspections, which help educate districts on
recognizing potential structural issues before it’s too late.
Presenter:
David Frandsen, Arizona School Risk
Retention Trust
Mike Fisher, Littleton Elementary School
District
Become Unstoppable – Motivate Yourself & Others
Second General Session and Luncheon
Tucson Ballroom
Friday, July 23
11:15 a.m. to 1:30 p.m.
Keynote Speaker: Doug Nielsen
Doug Nielsen has been a captivating keynote speaker since 1993. He also is an executive coach, private
practice psychotherapist, former Chief Operating Officer, contributing author to #1 best seller, an earned graduate degree in Behavioral
Science, composer, singer and magician.
One of the most overwhelming challenges organizations face today is dealing with “people problems.” In fact, recent research shows
that 80-90% of a person’s success is based on relationship IQ and not intelligence.
This keynote address will help you improve your ability to understand, work with and influence various personalities – even those who
drive you crazy. Enduring success boils down to one element – building successful relationships. Doug tells you what your greatest
competitive advantage is and how to use it.
Doug plans to share with the audience the latest research on how to improve your ability to understand and work with various personalities,
enhance and enrich relationships both personally and professionally.
This fun, yet practical presentation, will detail the critical keys to unleash the power of relationships to help you become unstoppable.
You will learn how to motivate yourself and others and also how to dramatically increase your personal fulfillment.
Note: The First and Second General Session will begin promptly at 11:15 a.m. with luncheon service followed by keynote program speakers.
Attendees are requested to be on time and to stay for the entire session to minimize disruption. This is a ticketed event.
15
friday ’s agenda
July 23, 2010
Breakout Session IV
406 Net Zero Energy - School Building
2:00 p.m. – 2:50 p.m.
A case study of a newly designed Net Zero school building, which
produces 100 percent of the energy it consumes through efficient
technologies and on-site power generation over the course of a
year. The building utilizes most of the renewable resources and
sustainable design methods and materials currently used today.
The building also educates students and staff on how to use
the entire school as an extension of the classroom to become
stewards of the environment through energy conservation.
401 End of Year Procedures for Closing the
Financial Books
It’s that time of year again! Encumbrance period – AFR is due
– auditors are coming. Let’s review the various encumbrance
period requirements. Review how one district prepares for the
closing of the fiscal year and all that it entails.
Presenters: Laura Felten and Ginny Williams, Paradise Valley
Unified School District
Presenters:Robert Erickson, Corgan Associates
and Scott Layne, Assistant Superintendent of
Support Services, Irving, TX
402 Federal Impact Aid CSI Style
Finance in an impact aid district. Learn from the team as they
Collaborate on the application that will help you Solve the criteria
to Implement the application. You will learn about revenue bonds,
revenues and debt payment accounting, Title VII, and some of
the unique areas you must be aware of to successfully apply and
account for impact aid funding.
Presenter: Lana Berry, Page Unified School District
407 Transporting Students with Special Needs
This session reviews the current laws governing special
transportation related to the individualized education program
process, recommended staff training, and policy development.
Transportation administrators and pertinent staff will become
familiar with laws, guidelines, policies and procedures.
Presenter:Anthony Mendoza, Transportation Director,
Isaac Elementary School District
403 Tax Rate Calculations
August is tax rate time. Setting an accurate tax rate has never been
more important and has also never been more challenging. Come
to this session to review the critical steps to be followed to ensure
your review of the proposed tax rate calculated by the County School
Superintendent’s office results in an accurate tax levy that provides
those funds your district needs to support its budget.
Presenter: George Zeigler, Mesa Unified School District
408 Successful Bond Program
This presentation will focus on how to manage a successful
bond program. Starting with pre-bond planning and facilities
assessment through effective management processes, we will
present methods for districts to maximize their bond funds and
deliver effective educational environments to the community.
We will discuss performing facilities assessments, project
identification and prioritization, capital funding reviews, and other
bond planning and management activities.
Presenters:Ed Boot and Joe Schnupp of Arcadis,
and John Bachler, Osborn School District
404 Evaluation Techniques for Assessing a
Supplier’s Financial and Bonding Strength
This presentation will review the various techniques that can be
used to assess a supplier’s long- term viability.
Presenter:Michael Green, CPM, Purchasing Director,
City of Tempe
409 Legal Update
This session will provide information on current legal issues
related to K-12 education. You will learn how new laws, Attorney
General Opinions and court decisions impact your school districts.
Presenter: Tom Pickrell, Mesa Unified School District
405 The GPS of Cooperative Purchasing Websites
Learn how to navigate those confusing cooperative websites
and find that elusive contract available for your district use. This
session will also cover how to find the due diligence documentation
required to use cooperative contracts.
Presenter: Michelle Hamilton, Mesa Unified School District
16
friday ’s agenda
July 23, 2010
Breakout Session V
505 The Foundations of an Extraordinary Day at
Work, Home and Beyond
3:10 p.m. – 4:00 p.m.
How is your career impacting your lives? How are we, as individuals
impacting our work? How close is your career to your original
vision? Are your values and goals the same as when you started?
These questions and subsequent answers impact each of the four
major areas or “spheres” of your lives: your families, community
connections, career and your individual well-being. Focusing on
one sphere necessarily diminishes the attention you can give to
the others.
Presenter: Craig Maron, Branded Food Systems
501 Reconciling Cash with the County
Whether large or small, districts must reconcile their financial
activity with their county. This session will provide pointers on
making this task go smoothly on a monthly basis, as well as what
to do if you have walked into a situation where the records have
not reconciled recently.
Presenter: Cathy Elliott, Consultant
502 Distance Learning - Arizona Online Instruction
K-12 online learning is a new field consisting of an estimated $300
million market, which is growing at an estimated annual pace of
30% annually. This session will discuss how online learning can
provide more options for your students, help increase graduation
rates, and keep funding coming to your district. We will outline
the requirements to participate in Arizona Online Instruction and
discuss the funding aspects of the program.
Presenter: Chad Turley, Deer Valley Unified School District
506 Staying Positive and Productive in
Difficult Times
The Triple Bottom Line expands traditional economic motives to
include the realms of ecology and society as a whole. You may
have heard it phrased as “People, Planet, Profit.” People refers to
the practices that benefit the surrounding community and society.
Planet refers to practices that benefit the environment. Profit refers
to the fiscal responsibility of the school district and the positive
economic impact on the community. See how Colorado River
Union High School District successfully achieved its Triple Bottom
Line through Performance Contracting.
507 World Class Purchasing and Schools
Does the recession or other challenges in your environment
get you down? Do you sometimes struggle to stay positive and
focused? Or, do innovative and creative solutions come easily to
you, no matter what happens? Learn how your brain is wired to
produce fear when confronted with an uncertain environment. This
fear blocks your productivity and limits your creativity. Then, learn
how to change your brain so you can influence your environment.
Presenter: Paula Shoup, Internal GPS
503 Achieving the Triple Bottom Line
Learn the procurement practices of world class agencies, including
negotiation tips, procurement metrics, strategic vs. tactical
procurement both in and out of the public sector. The presenters
compare and contrast specific best practices of public and private
entities to the practices of school districts today. Finally, they
provide detailed information on moving your school purchasing
programs toward World Class or Best Practice status.
Presenters:Larry Larson, Washington Elementary School District
and Mark Kinsey, Mohave Educational Cooperative
Presenters:Todd Becker, APS Energy Services
and Donna Roach, Colorado River Union High
School District
504 Retaining, RIF’ing and Re-hiring post HB 2011
This presentation will discuss the impact HB 2011 has on school
districts and address proper reductions in force policies and
strategies in light of current legislation.
Presenter:Matthew Wright, Esq., Attorney at Law,
Holm, Wright, Hyde & Hays
17
friday ’s agenda
July 23, 2010
508 The Solar Initiative - Eco-friendly Solutions to
Energy Cost and Consumption
602 ADM - The “times” they are a changing
Significant changes have been and will continue to be made to the
systems that the state uses to count students for state funding.
See how the future state and local systems will change and make
sure that your district is prepared for the significant changes that
are coming to the Arizona Department of Education and Arizona
school districts.
Presenter: Yousef, Awwad, Arizona Department of Education
Join the experts from school districts using solar energy, Kennedy
Partners and architects from DLR Group to discuss how solar
solutions can offset up to 100 percent of your electric usage. We’ll
highlight cost models, including tax incentive plans, utility rebates
and financing solutions that are capital and operational neutral.
Learn how solar solutions present a unique teaching opportunity
for your students. In addition, we will share new school incentive
programs being developed within APS service areas.
Presenter: Scott Shively, DLR Group
603 Arizona State Retirement System
This presentation will give you a better understanding of benefits
available from the ASRS. Whether you are close to retirement
or just starting your career, you need to understand what your
benefits are and how the ASRS impacts your employees. Learn
about recent changes and steps that the ASRS is taking to plan
for your future.
Presenter: Pat Klein, Arizona State Retirement System
509 Solar - The Intelligent Choice for a
Green Solution
The sun provides us with the fuel of the future solar energy. It
shines on us every day providing heat, light and energy. A solar
water heating system easily and conveniently converts this energy
to heat your domestic hot water (DHW), benefiting the environment
and you with clean and efficient water heating.
Presenter: Chuck Hink, Pueblo Mechanical
604 More Year Than Funding - A Real CSI Scene
We juggled all year in FY 2010, not knowing what our budget
would be and just received the latest payments for 2009-2010.
ARRA is ending, now what? Come listen to your peers as we
collaborate to solve the issues of how districts implemented last
year’s budgets and strategies on this year’s challenges. How will
ARRA affect us now?
Breakout Session VI
4:10 p.m. – 5:00 p.m.
601 CSI Your Grants
To properly implement a grant, learn how to collaborate with
your business office staff to solve the issues of budget, timing of
funds, payroll, procurement, and travel/dues/fees. This will include
ways to easily transfer payroll by journal entry, time and effort
documentation, cash management reports, completion reports,
and the disposition of funds following the Completion Report
Process. Learn the steps to help solve the dilemma of old-year
money pay back or roll into the next fiscal year.
Presenters:Gene Gardner and Laura Smith, The Professional
Group
Presenters:Brain Mee, Pendergast Elementary School District
and Kevin Kelty, Casa Grande Elementary School
District
605 Saving Human Capital: Coaching the Marginal Performer to Success
With the extremes of budget cuts in Arizona and the long-term
financial impact on our K- 12 education system, no district
can afford to have marginally performing or underperforming
employees. Attendees will use painless performance coaching
techniques and learn the application of these techniques to
coaching underperforming and non-performing employees to
success. The ten critical mistakes in performance management
will also be included in this session.
Presenter: Teri Traaen, Traaen & Associates, LLC
18
friday ’s agenda
July 23, 2010
606 CMAR Process - Construction Phase
609
This presentation will discuss exactly what to expect from your
Construction Manager at Risk during the construction phase, and
will cover the kick-off to punch list and everything in between.
Presenters:Pat Prince, Phoenix Union High School District
and Paul Hartley, H2 Group
A panel discussion on the benefits of solar projects for Arizona
schools and how to effectively implement a solar project in your
school. Discussion points will include: the key variables to analyze
in determining solar viability, the true benefit to schools, financial
incentives, working with a power purchase provider vs. ownership,
sizing the solar system, solar impact on school budgets and energy
efficiency first.
Moderator: Bob Chmel, Climatec Building Technologies Group
607 Energy Conservation – Real Results
This session will discuss real life ways to reduce energy use and
save money. Learn no cost and low cost ways to save your district
money. Discuss energy tracking and benchmarking that will help
you understand your energy use, your building’s operations and
that will assist you in prioritizing your capital projects. Briefly
discuss the U.S. Energy Department’s Energy Star Program and
how you can use this free program to track your energy use. Take
home helpful hints for everyday energy conservation.
Presenters: Tim O’Brien, Valley Schools Management Group
and Jim Migliorino, Deer Valley Unified School District
Is Solar PV Right for Your District?
FRIDAY'S ACTIVITIES
Vendor Exposition
Hours of Operation:
Friday, July 23: 8:00 a.m. to 10:30 a.m.
Arizona Ballroom and Conference Center Foyer
for public schools.
608 Understanding Changes to the Municipal
Bond Market
The municipal bond market is changing. Come to this session
to gain insight into these changes and learn about the new
products available to school districts as a result of the American
Reinvestment and Recovery Act.
This is an excellent time for you to evaluate and compare as well
as to speak to the vendors themselves. There will be door prize
drawings throughout the time the exhibition is open. Admission is
by conference badge. PLEASE DO NOT BRING CHILDREN OR
UNREGISTERED INDIVIDUALS TO THE EXHIBIT AREAS.
Presenter: John Snider, RBC Capital
19
friday ’s agenda
July 23, 2010
Healthy Heart Fun Run/Walk
6:45 a.m.
Resort Lobby
Continuing in the tradition of past years, remember to plan
to participate in this family- oriented AASBO event. Research
indicates that a routine of moderate exercise will relieve stress,
help with weight control and increase the likelihood of reaching
those “golden years.” This event involves an invigorating walk/jog
(approximately one-mile) around the grounds of the JW Marriott
Starr Pass complex. Participation includes a free (AASBO) polo
shirt for adults and a tee shirt for children. In addition, entrants are
afforded the opportunity to win a $100 cash prize (adults) or one
$50 cash prize (children). There is no entry fee. Open to AASBO
family members and exhibitors. Come join us!
AASBO CSI: Las Vegas Night
7:00 p.m. Buffet Dinner
7:45 p.m. Casino Night
There is no better way to finish a busy week of meetings and
networking at this year’s annual conference than to enjoy an
evening of good food and fun at our very own CSI: Las Vegas
Night. We will start off with a delicious buffet supper fit for royalty
to be followed with a casino night where you can try your luck
and skill.
Special Thanks to AASBO's Corporate Partners
Strategic Partners
Alliance Partners
For information about being an AASBO Corporate Partner, contact the AASBO Office at (602)253-5576.
20
Guest Programs
Your spouse or guest is welcome to join us for a delightful program
to be presented by our world acclaimed keynote speaker, Connie
Podesta on Thursday, July 22 at 9:30 a.m. Join Connie for a
delicious continental breakfast as she shares some proven insights
and ideas in personal and professional growth.
Connie Podesta’s top priority for more than 25 years has been
helping people understand people. She is an expert in how people
think, work, act and feel – information that is vital to the success
of every individual, organization or even their family.
Connie is considered by experts to be a first class executive coach.
Her philosophy is that great coaching is a great partnership between
two people who want the same thing – to create powerful, positive
and significant change. If you want to be a better leader, increase
sales, become more productive, develop better relationships,
reassess your career goals, achieve work/life balance, be healthier
or more financially secure, you will be amazed.
Connie will share ways for you to understand yourself better . . .
she will discuss why we do what we do, feel the way we feel, and
say what we say . . . the first step towards personal and professional
growth. Connie will help you identify all the amazing qualities you
already possess that can be used to your advantage.
The spouse/guest registration fee of $15 includes a continental
breakfast, door prizes and presentation by Connie Podesta. This
will be a sixty minute program and pre-registration is required to
assure adequate seating and continental breakfast.
21
AASBO Service Project. . .
THE GREAT ARIZONA ASBO DUCK RACE
TO BENEFIT THE ASSOCIATION OF ARIZONA FOOD BANKS
On Thursday, July 22, the rubber ducks will be fighting for position in the Lazy River at the JW Marriott Starr Pass Resort &
Spa in Tucson, for the inaugural Great Arizona ASBO Duck Race to benefit the Association of Arizona Food Banks (AAFB). In
Arizona, the high unemployment and underemployment, home foreclosures and the lagging economy have sent record numbers
of families to food banks across the state. With nearly 1 in 5 Arizonans struggling with hunger, your participation in the Great AASBO
Duck Race will provide needed food for many Arizona households.
It is just $5 to adopt a duck. Whether you are a school business official vendor or exhibitor, you will want to be a part of a
worthwhile family fun event. And, the first ducks to cross the finish line will be awarded great prizes.
You can register yourself, your school district, or business. Registration and additional information regarding The Great Arizona Duck
Race will be available on the AASBO website starting June 15th. You will be able to adopt your duck online and win some big prizes.
Once you have adopted your ducks online, you will automatically be entered into the online duck race. The computer will select a duck
number at random and if it’s your duck, you win . . . simple.
What’s even better is that you will be assisting a statewide effort to provide for the hungry and needy families across the state.
When: Thursday, July 22, 2010
Where:
Lazy River
JW Marriott Starr Pass Resort & Spa
3800 West Starr Pass Blvd.
Tucson, AZ 85745
What:Approximately 1,000 rubber ducks will
compete for prizes. Ducks can be adopted for
$5.00 each.
How:There will be two Duck Races; the first race
will be among vendors and the second Duck
Race will be among school business officials
competing for some great prizes and benefiting
the Association of Arizona Food Banks.
Beneficiary: The Association of Arizona Food Banks is a
non-profit organization established in 1984 to
bring a more efficient, coordinated approach
to the enormous task of providing emergency
food to the growing number of hungry
Arizonans.
Register:You will be able to adopt a duck beginning
Tuesday, June 15, on a secure registration
website. Information on how to adopt a duck
will be available on the AASBO website by
Wednesday, June 9, 2010.
22
Register today
Conference Registration Procedures
SAVE MONEY WHEN YOU REGISTER EARLY!
Save money when you register early! Registration fee includes all
program sessions, breakfasts, luncheons, social functions,
admission to the exhibition trade show and handout materials.
Spouses and guests may participate in designated conference
activities by registering on the appropriate area of the registration
form and paying the associated fees.
**(If you have attended an AASBO event in the past, it is likely
that you already have a log-in with our site and you need NOT
register with our site again. Simply log in as a non-member
and follow the steps below. If you need help remembering
your user name or password, please call the AASBO Office at
(602) 253-5573)
You may register for all of AASBO’s 57th Annual Conference &
Exhibition events by utilizing any of the three methods described
below:
TO REGISTER BY MAIL, complete and return the registration
form included in this brochure with payment to AASBO, 2100
North Central Avenue, Suite 202, Phoenix, AZ 85004-1477. The
deadline for mail-in registration is Friday, July 9, 2010.
TO REGISTER ONLINE (recommended):
TO REGISTER BY FAX, complete the registration form and fax it
to the AASBO office at (602) 253-5764. You will be responsible to
mail the original registration form to the above address along with
payment no later than Friday, July 9, 2010.
Registration is available online both to members and non-members
at www.aasbo.org
Members: Go to www.aasbo.org and log-in. Click on the
Quick Link for “57th Annual Conference” located on the right hand
side of the home page.
EARLY REGISTRATION DISCOUNT: Early registration discounts
apply only if registration form and full payment is received by
the early registration deadline. Early registration discount
deadline is Tuesday, June 29, 2010. No exceptions.
Register early to assure seating availability. Online registration is
available until Friday, July 9, 2010. After this date, you will
need to contact the AASBO office to check on space availability.
For additional information, contact the AASBO office at
(602) 253-5576.
CONFERENCE REGISTRATION CANCELLATIONS. Cancellations
must be received by Friday, July 9, 2010. To qualify for a refund,
less a $30 processing fee, you must submit a written cancellation
notification. The cancellation notice may be faxed into the AASBO
office by the deadline. AASBO’s fax number is (602) 253-5764.
AASBO will not honor or process any request for refunds after
Friday, July 9, 2010.
Non-members:
If you have not attended an event with us before and 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 and 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.
** To register for AASBO events, each person needs their own
account. Please do not change your name under your account
to register someone else. If the person who wishes to attend
the event is not in our system, have them create the
appropriate type of account by clicking the “Join Now” link at
the top of AASBO’s home page.
23
Registration Fee Schedule
Early Bird
Regular Reg.
If Received By
If Received on or
Tues., June 29, 2010 after Wednesday,
June 30, 2010
REGISTRATION FEES (Select One)
_______ A. Includes membership dues to
ASBO International AND AASBO
$540
$565
_______ B. Includes membership dues to
Arizona ASBO ONLY.
$350
$375
_______ C. Single Day Registration
(Includes Lunch & Break)
$115
$140
_______ D. Spouse or Guest Registration
$135
$160
ADDITIONAL SPECIAL EVENT TICKETS
_______ Guest/Spouse Seminar with Connie Podesta (Thursday morning) $15
_______ First General Session Luncheon (Thursday)
$30
_______ CSI: Polynesian Night (Thursday evening)
$15
_______ Second General Session Luncheon (Friday)
$30
_______ CSI: Las Vegas Night – (Friday evening)
$15
PRE-CONFERENCE WORKSHOP FEE Check workshop you wish to attend:
_______ Conflict of Interest and Ethics – Panel Discussion
$75
_______ Cash Flows in Levy Funds
$75
TOTAL AMOUNT DUE
$_______
24
$______
Registration Form
Arizona Association of School Business Officials (AASBO)
57th Annual Conference & Exposition
July 21 – 24, 2010 – JW Marriott Starr Pass Resort & Spa – Tucson, AZ
BEFORE COMPLETING THIS REGISTRATION FORM, READ ‘HOW TO REGISTER’ ON THE ADJACENT PAGE. RETAIN A COPY OF
YOUR REGISTRATION FORM FOR YOUR RECORDS.
You may register online at www.aasbo.org (preferred)
Please Print
Last Name ___________________________________ First Name _______________________________ MI________
Title _________________________________________
Nickname for Badge_ ________________________________
Employer________________________________________________________________________________________
Work Address_____________________________________________________________________________________
City ________________________________________________ State ______________
Work Phone (
) ____________________________
Ext. __________
E-mail _________________________________________
________
Zip___________________
Fax (
) ___________________
Web Site_ ______________________________________
(check) This is my first time attending an AASBO Annual Conference & Exposition
Provide the following if you are registering your spouse or a guest:
Spouse/Guest Registration Name:
________
Last _____________________________
First_ ______________________________
Check here if you require special accommodations to fully participate at the conference.
Attach a written description of your needs.
Credit Card Payment:
M/C
VISA
AMEX
DISC
Credit Card Number _______________________________
V code (3 digits on back of card) _________
Signature: _ __________________________
Exp. Date_ ______________________________________
Name of Card Holder_ ___________________________________________
Billing Address of Card Holder _________________________________________________________________________
Street
City
25
State
Zip
Education Breakout Sessions
Please indicate the education breakout sessions by number that you plan to attend.
Breakout Session Times
Session Number
Breakout Session Times
Session Number
Session 1 – Thursday. 2:00 to 2:50 p.m.
_____
Session 4 – Friday, 2:00 to 2:50 p.m.
_____
Session 2 – Thursday, 3:10 to 4:00 p.m.
_____
_____
Session 3 – Thursday, 4:10 to 5:00 p.m.
_____
_____
Breakfast Roundtable/Goldmine Session
To be held at 7:30 a.m. on Thurs., July 22
(Check line if you plan to participate)
Breakfast Roundtable/Goldmine Session
_____
To be held at 7:30 a.m. on Friday, July 23
(Check line if you plan to participate)
_____
FIRST TIME ATTENDEES
Please indicate on the registration form if this is the first time attending the AASBO Annual Summer Conference and Exposition. First time
attendees will be invited to a 30-minute orientation session to enable them to meet the AASBO leaders and what to expect and see at this
year’s annual conference.
CONFERENCE REGISTRATION PACKAGES
Conference Registration Packages include a one-year membership to AASBO (new or renewing). The Conference Package Fee includes
event tickets to all scheduled functions at the Annual Conference and admission to all AASBO bi-monthly membership meetings.
SINGLE DAY REGISTRATION
The One Day registration fees includes General Session & Luncheon
SPECIAL EVENT TICKETS
Special Event Tickets may be purchased separately (i.e. General Sessions Luncheons and The Bash) and are sold on a first-come,
first-served basis. Please order your tickets when you submit your registration.
PRE-CONFERENCE WORKSHOPS
To register for a specific workshop, check the appropriate space on the Registration Form and include the fee with your registration. See
details on adjacent page.
METHOD OF PAYMENT
Receipt of a purchase order does not constitute payment of dues or payment of Early Bird registration discount. If payment is not received
in full by June 29, 2010, the regular fee will be charged.
You may charge your fees on your credit card. We accept VISA, Master Card, Discover and American Express cards. You may pay online
at www.aasbo.org by logging into your account, then clicking on “My Profile.” Once on your profile page, scroll to the bottom right section
labeled “Outstanding Invoices.” Then, hit the “Pay Now” option next to your invoice. Or you may enter the requested information on the
registration form if you wish to pay by credit card.
26
Lodging Information
LODGING
Reservation and Cancellation Policy
If you desire hotel accommodations while attending the conference,
you will need to make your own room reservations. The official
conference hotels for the 57th Annual Conference are listed below.
When making your reservations, please indicate that you will be
attending AASBO’s Annual Summer Conference in order to obtain
the special room rates.
The following cancellation policy will be in effect for all room
reservations made for AASBO’s 57th Annual Conference & Exposition.
• A valid credit card is required for all reservations.
• There will be a limit of two rooms per reservations.
• Reservations cancelled prior to Friday, June 25, 2010, will not incur a cancellation fee.
Conference Hotels
JW Marriott Starr Pass Resort
Reservation: https://resweb.passkey.com/go/aasbo57
Room Rate: $108
• Reservations cancelled on or after Friday, June 25, 2010 will incur a non-refundable cancellation fee equivalent to one night’s room rate and applicable taxes.
• The last day to make reservations at the Marriott Tucson University Park Hotel is Monday, June 21, 2010. After June 21st, reservations will be accepted based on availability.
Tucson Marriott University Park
Reservation: 866-596-7897
Room Rate: $103
• The last day to make reservations at the JW Marriott Starr Pass Resort is Wednesday, July 7, 2010. After July 7th, rooms and rates will be accepted based on availability.
Room rates are subject to applicable hotel and sales taxes. Be
sure to indicate special needs or requests (e.g., crib, and king-size
or double beds) at the time you make your reservations. All Marriott
hotels in the United States are smoke-free facilities. You will be
required to provide a major credit card at the time your reservations
are made. Reservations are processed on a first-come, first-served
basis.
The hotel will mail confirmations. AASBO does not assume
responsibility or discretion for hotel room assignments. Please do
not contact the AASBO office for room reservations.
27
Golf Tournament Information
23rd Annual Mike Peacock Memorial
AASBO Golf Tournament
Location: Starr Pass Golf Club
3645 West Starr Pass Blvd., Tucson, Arizona
Golf Course Phone Number: (520) 670-0300
Start the AASBO Annual Conference off with a round of golf on
Wednesday, July 21. Register early in order to reserve your spot in
this tournament. The tournament will be a two or four-person
scramble depending upon the flight selected, but you may only sign
up as a twosome or individual. Twosomes and individuals will be
randomly paired in Flights 2 or 3 to make a foursome for the
scramble. Each player must select the flight in which he or she
wants to play.
Date: Wednesday, July 21, 2010
Time: 7:00 a.m. Shotgun start
Flight 1
For the serious golfer, low score wins.
No handicap necessary. Two person scramble.
Cost: $65 per golfer – school employees
$110 per golfer – vendor and guests
Includes greens fee, cart, box lunch and prizes
Flight 2
For the serious golfer with a handicap.
Each player must have a handicap.
Low net wins. Four person scramble.
VENDOR HOLE SPONSORSHIP IS STILL AVAILABLE FOR $100.
SEND PAYMENT WITH ENTRY FORM NO LATER THAN FRIDAY,
JULY 2, 2010.
Flight 3
Any player may select.
No handicap required. Four person scramble.
IF YOU DO NOT SELECT A FLIGHT OR IF ANY PLAYER ON YOUR
TEAM DOES NOT HAVE A HANDICAP, YOU WILL BE ASSIGNED
TO FLIGHT #3.
Online Registration is available at www.aasbo.org under the Quick Link for 57th Annual Conference (Preferred)
_______________________________________________________________
___________________________
last namefirst namehandicap flight 2 only
______________________________________________________________________________________________
school district or vendor
( _______ ) ________________________________________ ( _______ ) _ _________________________________
office phone/extensionfax
______________________________________________________________________________________________
email
_______________________________________________________________
___________________________
preferred twosome partnerhandicap flight 2 only
______________________________________________________________________________________________
partner school district or vendor
( _______ ) ________________________________________ ( _______ ) _ _________________________________
partner’s phone/extensionfax
Flight preference (check one):
#1
#2
#3
Amount enclosed: $ __________
Check here if you wish to sponsor a hole
Golf Entry Deadline is Friday, July 2, 2010
Please make check payable to AASBO and mail registration form, entry fee and hole sponsorship, if applicable to:
Golf Tournament Committee
Arizona Association of School Business Officials, 2100 N. Central Avenue, #202, Phoenix, AZ 85004
28
Enrollment Form for
Four-Day Educational Classes
Online Registration is available at www.aasbo.org under the Quick Link for 57th Annual Conference (Preferred)
Classes
Transportation
Maintenance & Operations
Budget & Finance
Dates
July 18-21, 2010
July 18-21, 2010
July 18-21, 2010
Location
Marriott Tucson University Park Hotel
The deadline for class registration is Monday, July 12, 2010
Please mail this registration form along with a check made payable to AASBO for $175 to:
AASBO, 2100 N. Central Avenue, #202, Phoenix, AZ 85004. Your check must accompany the registration form.
(Please Print)
Name: ______________________________________________ District:_____________________________________
Address: _______________________________________ City:___________________ State: _____ Zip:____________
Phone: _________________________________________ Fax:_ ___________________________________________
E-mail:__________________________________________________________________________________________
Indicate which Education Class you wish to enroll in:
Transportation Class
Maint. & Oper. Class
Budget & Finance Class
Credit (check one)
Professional growth only
CAC Community College Two Year Program
Students requesting Central Arizona Community College credit must complete the proper forms at the first class. The CAC course credit forms will be
available from the instructor on the first day of class. By completing the form and returning it to the instructor, with a check made payable to AASBO
for $124 for two hours of college credit or $236 for three hours of credit upon successful completion of the course work requirements.
Note: Students must attend all four days of instruction in order to receive certificate of completion. AASBO does not issue partial
certificates.
The Marriott Tucson University Park Hotel may be able to accommodate participants at their hotels for education class registrants, subject to
availability. Please contact the AASBO office for details if you need accommodations. Please be sure to identify yourself as a participant in the AASBO
Educational class for the special room rate.
29

the power of partnership - Arizona Association of School Business

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