Florida Association of School Business Officials
51st Annual Conference
St. Augustine, FL
“Drive for Epic Change”
FREE If attending conference Room
8 hours A&A
8 am – 10 am GASB Update, Alan Jowers, Partner, Carr, Riggs & Ingram (CRI) Wentworth
10 am – 12 pm Constructions Auditing, Vic Incinelli, CRI
12 pm – 1 pm Lunch
1 pm – 3 pm Internal Control/COSO/Fraud Update, Zach Chalifour, Senior Manager, Doug Gillikin, Manager, James Moore, CPA and Consultants
3 pm – 5 pm Tight Budgets – Leadership Strategies, Mike Degutis, CFO, St. Johns County Schools
FREE If attending conference
8 am – 4 pm Payroll Certification Troon
Topic
8 am – 12 pm Payroll 101
12 pm – 1 pm Lunch
1 pm – 3 pm Ethics and Accountability
3 pm – 5 pm FRS and Other Reporting
FREE If attending conference
9 am – 3:00 pm Accounts Payable Certification Legends 1
9 am – 9:30 am Introductions
9:30 am – 10 am Internal Controls/Fraud
10 am – 11 am Vendor Set-up & Maintenance
11:00 am – 12 pm Payment Methods
12 pm – 1 pm Lunch
1 pm – 1:30 Travel
1:30 pm – 2 pm Tax Compliance (1099’s, TIN, matching)
2 pm – 2:30 pm Emergency Management
2:30 pm – 3 pm Document Management
12 pm – 1 pm Lunch sponsored by FASBO Legends 2
Roundtables
1:30 pm – 4:30 pm Operations/Maintenance St. Augustine E
1:30 pm – 4:30 pm Energy St. Augustine F
Tuesday, October 10, 2017 (cont.) Room
1:30 pm – 4:30 pm Purchasing / Contracts/Warehousing/ Property Records Fixed Assets Roundtable St. Augustine G
2 pm – 9 pm Vendor Set Up St Augustine C&D
5:00 pm – 5:30 pm FASBO Board of Directors Meeting Troon
5:45 pm - 7:00 pm Registration Convention Registration Desk
5:45 pm – 7:00 pm Welcome Hospitality on the Putting Green Sponsored by Matthews Buses Slammer & Squire
Wednesday, October 11, 2017 Room
8:00 am – 3:00 pm Conference Registration Convention Registration Desk
Special Thanks to and for conference bags
8:00 am –9:00 am Continental Breakfast St. Augustine C&D
8:00 am – 9:00 am First Time Attendee Breakfast & Scholarship Recipients Wentworth
Sponsored by
8:45 am – 9:00 am Vendor Greetings Meeting (Vendors Only) St. Augustine C&D
Tracey Gallentine Presiding
(You are encouraged to attend General & Special Interest Sessions)
9:00 am – 10:00 am Opening Session St. Augustine A& B
Pledge of Allegiance and Moment of Silence
Suanne Lee, Vice President
Color Guard: Nease NJROTC
Chorus: St. Augustine High School Center for the Arts
Welcome: Tim Forson, Superintendent, St. Johns County
Presiding: Suanne Lee, Vice President
Introductions and Announcements
SASBO Greetings, Robert Waremburg and Earl Burke
Vendor Greetings, Tracey Gallentine, Trane
Presiding: Rhonda Odom, President
Wednesday, October 11, 2017 (cont.) Room
10:00 am - 11:00 am Motivational Speaker: Steve Morgan
Topic: The 4 Phases of Attitude
Experience the levels of emotion and attitude change that we all go through in each and every project and relationship we enter. Learn how to identify and monitor these attitudes in ourselves and those around us.
Presiding: Rhonda Odom, President
Door Prize Drawing
11:00 pm – 1:45 pm Expo Open Vendor Trade Show and Member/Vendor Luncheon
2:00 pm –3:00 pm Special Interest Sessions
A Topic: Life Safety, How the Internet of Things Can Build a Safer Campus Wentworth
Target Area: Operations/Transportation
Speaker: Chris Scott and Roland Fejjoo, Extensy, Inc
Presiding: Mike Hewett, Operations Director
B Topic: Seven Tips for Effective Next Generation Fiscal Leadership Troon
Stagnant or declining revenues, combined with growing unfunded mandates, and higher achievement standards, require next generation superintendents to explore new alternatives and to be innovative. In these difficult economic times, communicating a clear and effective fiscal message to stakeholders can also pose unprecedented challenges. This presentation will offer attendees innovative tips on budgeting, alternative methods to deliver educational and support services, challenge obstacles to board and superintendent relations, and insightful unconventional approaches to balancing the budget.
Target Area: Leadership
Speaker: Earl Burke, Asst. Superintendent, Hinds County Schools
Presiding: Jim Drake
C Topic: Private Sector Technology in the Public Sector – Is There a Fit? St. Augustine E
The Amazon Business Model
Target Area: Purchasing, Contracts & Warehousing
Speaker: David Kidd, US Communities
Presiding: Cindy Lambeth, Purchasing Director
D Topic: FLSA Updates St. Augustine F
Target Area: HR/Risk Management
Speaker: William “Roy” Richardson, Department of Labor
Presiding: Becky Gideon, HR Director
Wednesday, October 11, 2017 (cont.) Room
E Topic: All Hands on Deck for Fraud Prevention St. Augustine G
This presentation will get your organization in top ship shape through explaining what can and should be done to minimize loss from Purchasing Card fraud. Tips and suggestions will be discussed on educating your Purchasing Cardholders, Purchasing Card Managers, and Program Administrators on how to protect their organizations assets, their Purchasing Cards.
Target Area: A/P, Finance
Speaker: Cindy Davison, Administrative Aide Escambia County Schools
Presiding: Stephanie Riviello, Accounting Director
3:05 – 4:05 pm
A Topic: A District’s Emergency Response Protocol for Physical Plant Operations Staff Wentworth
Target Area: Operations
Speaker: Sam Bays, Director, Physical Plant Operations, Broward County Schools
Presiding: Mike Hewett, Operations Director
B Topic: Seven Tips for Effective Next Generation Fiscal Leadership (cont.) Troon
Stagnant or declining revenues, combined with growing unfunded mandates, and higher achievement standards, require next generation superintendents to explore new alternatives and to be innovative. In these difficult economic times, communicating a clear and effective fiscal message to stakeholders can also pose unprecedented challenges. This presentation will offer attendees innovative tips on budgeting, alternative methods to deliver educational and support services, challenge obstacles to board and superintendent relations, and insightful unconventional approaches to balancing the budget.
Target Area: Leadership
Speaker: Earl Burke, Asst. Superintendent, Hinds County Schools
Presiding: Jim Drake
C Topic: Evaluating the RFP Evaluation Committee – What’s Your Score? St. Augustine E
Target Area Purchasing, Contracts & Warehousing
Speaker: Anya Klinginsmith, Senior Purchasing Agent, Escambia County Schools
Presiding: Cindy Lambeth, Purchasing Director
D Topic: FMLA St. Augustine F
Target Area: H/R/Risk Management
Speaker: William “Roy” Richardson, Department of Labor
Presiding: Becky Gideon, HR Director
Wednesday, October 11, 2017 (cont.) Room
E Topic: Compliance, Control & Costs: The Three Cs of Workforce Management St. Augustine G
Target Area: HR/Payroll
Speaker: TimeClocks Plus
Presiding: Robert Waremburg, Director at Large
4:05 pm –4:15 pm Beverage Break St. Augustine C&D
4:15 pm –5:15 pm Special Interest Sessions
A Topic: Getting an “An” in Energy Efficiency Wentworth
Utility costs have a major impact on a school district budget. During this clinic, content experts will discuss current best practices for managing and minimizing utility costs. With today’s ever improving technology and a variety of management best practices, enhanced energy efficiency can free up budget dollars while at the same time ensure that the highest quality learning environment is being provided. Is your district getting an "A" in energy efficiency? Reduced budgets and improved learning outcomes are the reward for a perfect scope.
Target Area: Operations/Energy
Speaker: Russ Nelson – Energy Systems Group
Presiding: Mike Hewett, Operations Director
B Topic: Information Security Awareness In Your District Troon
This session will help district leaders understand the need for information security awareness and identify the true threats that every district and department is under today.
Target Area: IT
Speaker: Brian Johnson, Manager Security, Escambia County Schools
Presiding: Brian Johnson, IT Director
C Topic: The Ideal Team Player St Augustine E
How to recognize and cultivate the three essential virtues
Target Area: Leadership
Speaker: Jim Drake, Executive Director Finance, Monroe County Schools
Presiding: Jim Drake
D Topic: AFR – Tips and Preparations St. Augustine F
Target Area: Accounts Payable/Finance/Auditing
Speaker: Tammy Taylor, Director Finance, Manatee County Schools
Presiding: Stephanie Riviello, Accounting Director
5:30 pm – 7 pm FASBO Member/Vendor Reception St Augustine CD
7 pm - Dinner and Entertainment for all
Thursday, October 12, 2017 Room
7:30 am - 10 am Vendor Breakdown St. Augustine C&D
7:30 am Vendor Wrap Up (Tracey Gallentine presiding)
7:30 am – 8:30 am Continental Breakfast St. Augustine A
8:00 am – 11:00 am Registration Convention Registration Desk
8:30 am – 10:00 am Vendor Round Tables St. Augustine A
This session will provide an opportunity for vendors and attendees to discuss more specifically and informally topics relating to Auditing, Energy/Facilities, Finance/Business Management, Fixed Assets/Property Control, Food Service, IT and Purchasing. This “roundtable discussion” will consist of a short presentation related to the topic as well as an in-depth Q&A opportunity. You won’t want to miss being “around” this session! Three chances to win $100!
10:00 am – 10:15 am Beverage Break Precon B
10:15 am – 11:15 pm FASBO General Session St. Augustine B
Topic: Legislative Update
Speaker: Andrea Messiana, Executive Director, Florida School Board Association
Presiding: Rhonda Odom, President
Door Prize Drawing
11:15am – 11:45 pm FASBO General Business Meeting
Door Prize Drawing
11:45 pm – 1:00 pm Lunch on Your Own
1:00 pm – 2:00 pm Special Interest Sessions
A Topic: Fleet Maintenance and Inventory Management Program Wentworth
Target Area: Operations/Transportation
Speaker: Tommy Fitzpatrick, Supervisor Transportation, Clay County Schools
Presiding: Mike Hewett, Operations Director
B Topic: E-‘Rate: An IT and Purchasing Cooperative Troon
Target Area: IT
Speaker: Anya Klinginsmith, Senior Purchasing Agent, Escambia County Schools
Presiding: Brian Johnson, IT Director
Thursday, October 12, 2017 (cont.) Room
C Topic: Records Management – Case Study St Augustine E
Target Area: Purchasing, Contracts & Warehousing
Speaker: Earl Rich
Presiding; Cindy Lambeth, Purchasing Director
D Topic: Is This Taxable? St. Augustine F
Target Area HR/Payroll
Speaker: Becky Gideon, Supervisor Payroll, Marion County Schools
Presiding: Becky Gideon, HR Director
E Topic: How to Change Your E-Payable and P-Card Program to Maximize Rebates St. Augustine G
Target Area: Accounting
Speaker: Ann Altman, Manager, Purchasing, Pasco County Schools
Presiding: Stephanie Riviello, Accounting Director
2:05 pm – 3:05 pm Special Interest Sessions
A Topic: Child Nutrition Financial Matters Wentworth
Financial Management/Fiscal Integrity in School Nutrition Programs is a presentation to educate school business officers on topics related to financial management of school Child Nutrition Programs. The presentation will include information regarding the restoration of the Food Service Account as it relates to Paid Lunch Equity (PLE) & Unpaid Meals. The presentation will also cover a topic that often generates questions; Direct and Indirect. In this portion, FNW will discuss some examples of what are allowable and unallowable costs. FNW will also speak regarding Capital Expenditures and Property Management. In this portion, FNW will discuss requirements for equipment and other capital expenditures accruing to the School Nutrition Fund. Lastly, FNW will provide procurement guidance and best practices for school business officials.
Target Area: Operations
Speaker: Jerry Sego, Operations & Management, Kimberly McMahon, Program Director, Kaylia Fryer, Financial Compliance, Department of Agriculture & Consumer Services, Division of Food, Nutrition and Wellness.
Presiding: Mike Hewett, Operations Director
B Topic: Career Pathways Troon
Target Area: Charter Schools
Speaker: Linda Dawson, Superintendent/CEO, Siatech and Laurie Planks, Executive Director, Career Pathways
Presiding: Jim Drake
Thursday, October 12, 2017 (cont.) Room
C Topic: FASBO Certification St. Augustine E
Target Area: Purchasing, Contracts & Warehousing
Speaker: Marcia Saulo, Certification Director, Jim Drake, Executive Director Monroe County Schools
Presiding: Cindy Lambeth, Purchasing Director
D Topic: Strategic Budgeting and the Use of the Data St. Augustine F
Target Area: Finance
Speaker: Carol MacLeod, Retire, CFO Lake County Schools
Presiding: Becky Gideon, Finance
E Topic: New Technology-Related Object Codes St. Augustine G
Target Area: Finance
Speaker: Alricky Smith, FDOE
Presiding: Dawn Meyers, Finance Director
3:05 pm – 3:15 pm Beverage Break Precon B
3:15 pm –4:15 pm Special Interest Sessions
A Topic: School Closures and Reuse – What Districts Need to do Before Closing or Reopening Schools Wentworth
Schools are an integral part of a community. Schools no longer serve as only educational facilities. Many are used for places of worship, meeting halls, and sports events. So, when a district decides to close a school, the community may be affected. Understanding the steps a district takes to close or repurpose a school will affect the decisions on how a facility must be maintained in the future. In addition, a school which has been closed for an extended period of time and now needs to be reopened requires special considerations to ensure staff and students reoccupying a facility are in a safe and healthful learning environment. This presentation focuses on choices districts need to take into consideration prior to either closing or reopening schools.
Target Area: Operations
Speaker: Jennifer Fowler, Director, Environmental Compliance, Sam Bays, Director, Physical Plant Operations, Broward County Schools
Presiding: Mike Hewett, Operations Director
B Topic: Video Footage Policies, What to Redact, to Share, What’s Right? Troon
Target Area: Operations/Transportation
Speaker: Arby Creach, Director Transportation, Brevard County Schools
Presiding: Robert Waremburg, Director at Large
C Topic: Top 10 Ways to Ensure Epic Organizational Change Failure St Augustine E
Target Area: Leadership
Speaker: Jim Drake, Executive Director Finance, Monroe County Schools
Presiding: Jim Drake
Thursday, October 12, 2017 (cont.) Room
D Topic: Securing Devices On and Off Campus St Augustine F
Target Area: IT
Speaker: Terence Davey, GoGuardian
Presiding: Brian Johnson, IT Director
E Topic: Property Inventory & Asset Tracking St. Augustine G
Target Area: Finance
Speaker: Franca DiGiovanni, Pinellas County Schools
Presiding: Dawn Meyers, Finance Director
4:20 pm – 5:20 pm Special Interest Sessions
A Topic: Centralization to Success Wentworth
Target Area: Operations/Maintenance
Speaker: Kevin Ballinger, Orange County Schools
Presiding: Mike Hewett, Operations Director
B Topic: Workplace Theft: A Case Study Troon