2024 CASBO Conference Program

Program Guide

About CASBO

Associate Member Committee

CASBO Con 24

General Session Keynote Presenters

Closing Session Panel Discussion

California School Business Expo

Volunteer Task Force & Scholarship Recipients

Partners

Sponsors

Past Presidents & Conference Locations

Attendee Tips

Daily Session Schedule

Monday, April 8

Wednesday, April 10

Advertiser Directory

President Greeting

Tina Douglas Associate Superintendent, Business Services

La Mesa-Spring Valley SD CASBO President

On behalf of the Board of Directors, I’m thrilled to welcome our members and attendees to CASBO Con 24! This year’s theme, “Celebrate Members, Cultivate Leaders,” perfectly captures the spirit of this annual event and our association.

We’re here to celebrate the incredible work that school business professionals do every day. You are the backbone of our organization, and your dedication to serving school business and your communities is truly inspiring. This conference is an opportunity to recognize your achievements while we learn from each other and lift one another up.

The future of our industry and organization depends on cultivating the next generation of leaders in school business. This year’s event offers 145+ professional development sessions to equip you with the skills and knowledge you need to take on new challenges and lead our organization forward.

CASBO Annual Conference is not just about learning– it’s also about fostering a strong sense of community. Take advantage of social and networking opportunities to engage with your peers and build lasting relationships. The collaborative spirit of CASBO is what makes this event and our organization a powerful force for positive change in California’s education system.

Let’s get started celebrating members, cultivating leaders, and building a stronger future for school business together.

CEO Greeting

Tatia Davenport CASBO CEO

Welcome to CASBO Con 24! This year, we bring together over 3,000 passionate professionals on a shared journey to redefine the future of education. Our mission is clear: to educate, advocate, and build professional networks of support. Through education, we aim to boost your confidence, equipping you with the knowledge and skills necessary for excellence. Through advocacy, we seek to amplify the voice of public education, ensuring our collective vision resonates far and wide. Our commitment to building professional networks is crafted to cultivate a profound sense of belonging and community, connecting you with peers who are just as dedicated to growth and excellence. You are at the heart of where growth, confidence, and voice unite for the greater good of public education.

Welcome, to where our shared passion for education ignites new possibilities.

H ea l th i n s u rance i s c o nfus in g. Let CV T he l p.

Let ’s fa ce i t , de al in g w ith he al th ins u ra nce c a n be b oth di c ul t and at time s , d ow nri g ht f r u st ratin g . Th at ’s w hy wor k in g w ith the te am th at h a s m a de this p roce s s e a sie r on i t s m e m bers for m o re than 35 ye a rs m a ke s s en s e .

L et CV T h e lp you th rou gh th e co nf u sion . C o nt a c t u s to d ay !

AMC Chair Greeting

Jeff Carew Vice President, Client Services, PMA Financial Network, LLC CASBO Associate Member Committee Chair

A warm welcome to CASBO Con 24 at the Palm Springs Convention Center!

This year’s event is an incredible opportunity for collaboration and learning. CASBO Associate Members are excited to connect with all of you, as the dedicated school business professionals who drive innovation and excellence in the state’s education system.

As your partners in success, we understand the unique challenges and goals school business professionals face. We’re eager to discuss how our expertise can support your needs and contribute to your success.

The California School Business Expo has an exciting lineup of 350+ exhibitors showcasing the latest tools and resources to enhance your district’s operations. Stop by our booths and engage with us. Beyond the expo hall, there are numerous social events to further our connections, foster collaboration, and work together to elevate the educational experience for California students.

Associate Members are here to support your journey. Don’t hesitate to reach out, introduce yourselves, and let us know how we can be of service.

Once again, welcome, and here’s to a productive and enriching conference together.

Volunteer Task Force Greeting

Andrea Pizana

Welcome! We’re thrilled to have you here in this sun-kissed oasis nestled against the majestic San Jacinto Mountains. Whether you’re a seasoned attendee or a first-time, we have an unforgettable experience planned for you. We’ve been hard at work planning for the ultimate CASBO Annual Conference featuring the California School Business Expo.

Since education and skill building are at the heart of this event and CASBO’s mission, we’ve been working hard to provide programming to meet the needs of the 1,800+ diverse leaders in attendance with 140+ PD sessions, 35+ expo exhibitors, and hundreds of opportunities to make and expand connections.

Thanks for being here. Please make the most of this week in beautiful Palm Springs.

San Dieguito Union HSD

CASBO Annual Conference Volunteer Task Force Chair

We may be new to you, but educators are not new to us.

Horace Mann is a long-time corporate supporter, and we’re dedicated to supporting you and your educators with:

• auto and home insurance that comes with special benefits and discounts for educators;

• life insurance with preferred rates for educators; and

• retirement solutions to help you plan for what life looks like outside of the classroom one day.

And if your employees struggle with things like student loan debt, finding classroom funding or becoming more financially secure, we have programs and workshops to help with that, too.

Sound like something worth exploring? Our knowledgeable, friendly representatives are standing by ready to answer your questions.

To learn more or get a quote, visit horacemann.com.

Horace Mann Insurance Company and its affiliates underwrite Horace Mann auto and home insurance.

Not all discounts and benefits available in all states. Horace Mann Life Insurance Company underwrites Horace Mann life insurance products. Horace Mann Service Corporation and certain of its affiliates (Horace Mann) enter into agreements with educational associations where Horace Mann pays the association to familiarize association members with the Horace Mann brand, products or services. Contact association.relations@horacemann.com for more information.

AM-C04767 (Dec. 23)

a Partner Who Knows

California Education Finance

Piper Sandler is a leader in providing financial services to California public schools. We are committed to providing access for communities to participate in their local bond offerings. We guide school districts across the state on the construction and modernization of school facilities, solar equipment projects, school site acquisitions and upgrading of technology equipment. Our team assists school districts on navigating the complex general obligation bond process from start to finish.

General Obligation Bonds | Certificates of Participation | Mello-Roos/CFD Bonds

Interim Project Financing | Debt Refinancing/Restructuring | Tax & Revenue Anticipation Notes

Rich Calabro MANAGING DIRECTOR

+1 310 297-6013 richard.calabro@psc.com

Halina De La Rosa ASSOCIATE

+1 310-297-6033 halina.delarosa@psc.com

Jin Kim MANAGING DIRECTOR

+1 310 297-6020 jin.kim@psc.com

Celina Zhao ASSOCIATE

+1 310 297-6019 celina.zhao@psc.com

Ivory Li MANAGING DIRECTOR

+1 415 616-1614 ivory.li@psc.com

Mark Adler MANAGING DIRECTOR

+1 310 297-6010 mark.adler@psc.com

Christen Gair MANAGING DIRECTOR

+1 310 297-6018 christen.gair@psc.com

Pam Morris-Hammer OFFICE SUPERVISOR

+1 310 297-6023 pamela.hammer@psc.com

Eastern Section Greeting

Lena Young-Gallardo Director, Financial Services, San Bernardino CSS CASBO Eastern Section President

CASBO’s Eastern Section welcomes you to beautiful Palm Springs! We’re thrilled to have you here, as you will be connecting with the best and brightest in school business.

Dive into the conference experience. Attend educational sessions, engage in learning new skills and gain fresh perspectives from inspiring keynote speakers.

This isn’t just about learning, it’s also about building connections. Chat with your peers, exchange ideas and create lasting professional relationships.

About CASBO

Board of Directors

President

Tina Douglas, La Mesa-Spring Valley SD

President-Elect

Eric Dill, Carlsbad USD

Vice President

Aaron Heinz, Colusa COE

Immediate Past President

Diane Deshler, Brentwood Union SD

Shasta Cascade Section State Director

David Flores, Shasta Union HSD

Sacramento Section State Director

Kristi Blandford, San Juan USD

Northern Section State Director

Mary Kitchen, West Contra Costa USD

Central Section State Director

Chris Mano, Burton School District

Eastern Section State Director

Katie Hylton, San Bernardino CSS

Southern Section State Director

Keith Butler, Torrance USD

San Diego/Imperial Section State Director

Jennifer Marrone, San Diego USD

Associate Member Committee Chair

Jeff Carew, PMA Financial Network

Education Advocacy Foundtation Chair

Richard De Nava, San Bernardino CSS

Legislative Committee Chair

Darrin Watters, Hemet USD

Ex Officio Member

Tatia Davenport, CASBO CEO

Saving the day with technology.

Equipping a district to succeed.

When a school district’s plan to secure new Chromebooks with federal funding for its K–12 students was nearly derailed by microchip shortages, ODP Business Solutions delivered.

The school district was set to purchase $6.5 million of new Chromebooks for students in 2021; however, 2020’s global manufacturing strain caused a shortage in microchips that the original equipment manufacturer (OEM) needed to build the Chromebooks. This disruption meant the OEM would miss the district’s deadline, leaving nearly 15,000 students and teachers without vital technology.

Fortunately, ODP Business Solutions already had a solid relationship with the school district, and the teams agreed that keeping the current timeline and working with a new supplier was the best option.

Leveraging its industry experience and connections with other OEMs, ODP Business Solutions quickly found another supplier that had the technology available and could meet the timeline. Once the Chromebooks were delivered, ODP Business Solutions connected with a local Disabled Veteran Business Enterprise (DVBE) to provision each device and rewire 401 carts at the district’s schools to enable charging and safekeeping.

The project was bigger than the delivery of Chromebooks: Its success meant that students and teachers could return to school with the technology they expected.

Associate Member Committee

Associate Member Committee Chair

Jeff Carew, PMA Financial Network, LLC

Assistant Chair

Chris Cuevas, American Fidelity

Immediate Past Chair

David Creech, AIG Retirement Services

Members

John Baracy, Raymond James & Associates

Tom Barentson, Southland Industries

Chris Cuevas, American Fidelity

Heather Daud-Rubio, Christy White, Inc.

Gregg Ethier, Southwest School & Office Supply

Harold Freiman, Lozano Smith

Chris Hiatt, Keygent LLC

Tim Helm, Image Source

Craig McAlpin, EH&A/MGT

Philip McDermott, Sierra School Equipment Co.

Kyle McKibbin, Keenan

Eugene Murray, Honorary

Erica Peterson, School Innovations & Achievement

Samuel Santana, Dannis Woliver Kelley

Kim Scott, Blach Construction Company

CASBO Staff

Chief Executive Officer

Tatia Davenport

Chief Financial & Operating Officer

John-Paul Bustamante

Chief Learning Officer

Tracy Petrillo, Ed.D., CAE

Assistant Executive Director

Governmental Relations

Elizabeth Esquivel

Communications & Marketing Director

Brenna Hamilton

Conference & Events Director

Lori Smith

Insights & Analytics Director

David Loyola

Online Learning Director

Kristen Gates

Policy & Advocacy Director

Mishaal Gill

Professional Development Director

Gina Sutherland, CMP

Accounting Manager

Cathy Lage-Woods

Member Engagement Manager

Beth Heneger

Online Learning Manager

Corey Velez

Volunteer Services Manager

RoShawn Perry

Governance Liaison

Michelle Neto

Legislative Analyst

Veronica Molina

Membership Analyst

Jenny Peterson

Professional Development Senior Coordinator

Priscilla Rios

Communications & Marketing Coordinator

Jessica Cappas

Communications & Marketing Coordinator

Douglas Wyrick

Membership Specialist

Bonnie Abramson

Virtual Event Specialist

Sonia Gill

Bookkeeper

Karina Marin

Executive Assistant

Lauren Galbraith

Special thanks to:

Sharon Adlis

Laura Bohannon

Tracy Brown

Julie Randles Phillips

CiCi Trino

HELPING SCHOOLS MAXIMIZE

FEDERAL GRANTS

General Session Keynote Presenters

Kim Scott

First General Session

Monday, April 8, 2024 I 4:00 – 5:15 pm

Kim Scott is the author of “Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity” and “Radical Respect: How to Work Together” and the co-founder of the company Radical Candor.

Previously, Scott was a CEO coach at Dropbox and Twitter and held positions at Apple and Google, among other tech companies. She co-hosts the podcasts “Radical Candor” and “Radical Respect” and lives with her family in Silicon Valley.

Michelle Poler

Second General Session

Tuesday, April 9, 2024 I 10:30 – 12:00 pm

Michelle Poler is the founder of “Hello Fears,” a social movement inspiring over 70 million people worldwide to choose growth over comfort. She is also the author of “Hello, Fears: Crush Your Comfort Zone and Become Who You’re Meant to Be” and the creator of the project “100 Days Without Fear.”

Her work has been featured on Forbes, CNN, Huffington Post, and many other renowned media outlets. Poler holds a master’s degree from the School of Visual Arts and lives in Miami, FL.

Closing Session Panel Discussion

David Schapira

Director of Government Relations

California School Employees Association

School Business Financial Outlook Panel Discussion

Third General Session

Wednesday, April 10, 2024 I 10:15 – 11:15 am

Explore the intricacies of the Legislative Analyst’s Office (LAO) report during the Closing Session Panel Discussion. Panelists Ken Kapphahn of the LAO, Patti F. Herrera of School Services of California, Inc., and David Schapira of the California School Employees Association will share their insights and perspectives on the current state of finances in a discussion moderated by CASBO President-Elect Eric Dill. The session promises to go beyond the numbers and offer professionals in all disciplines of school business the practical insights needed to navigate the fiscal landscape ahead.

Eric Dill CASBO President-Elect and Assistant Superintendent, Business Services Carlsbad USD

Ken Kapphahn Senior Fiscal and Policy Analyst Legislative Analyst’s Office (LAO)

Patti F. Herrera, Ed.D. Executive Vice President School Services of California, Inc.

FINANCING CALIFORNIA’S FUTURE

Stifel is the leading underwriter of California K-12 school district bonds.* We assist local districts in providing financing for facility projects and cash flow borrowing, including new construction, modernization, renovation, and technology improvements. Our work with California school districts includes:

■ General Obligation Bonds

■ Mello-Roos Bonds

■ Certificates of Participation/Leases

■ Short-Term Notes and TRANs

■ Refinancing or Restructuring of Previously Issued Bonds

We give back to the communities we serve by providing college scholarships to graduating high school seniors through Stifel’s annual Fabric of Society essay competition and by supporting school-related foundations and functions with charitable contributions.

* Source: Thomson Reuters SDC, Ranked No 1 in California K-12 bonds by par amount and number of issues in 2022

Stifel, Nicolaus & Company, Incorporated Member SIPC & NYSE | www.stifel.com

Northern California | San Francisco Office

Bruce Kerns Managing Director (415) 364-6839 bkerns@stifel.com

Erica Gonzalez

Managing Director (415) 364-6841 egonzalez@stifel.com

Roberto Lee-Ruiz Managing Director (415) 364-6856 rruiz@stifel.com

Southern California | Los Angeles Office

Dawn Vincent Managing Director (213) 443-5006 dvincent@stifel.com

Robert Barna

Managing Director (213) 443-5205 rbarna@stifel.com

Frank Vega

Managing Director (213) 443-5077 vegaf@stifel.com

California School Business Expo

Grand Opening Reception

Monday, April 8, 2024

5:30 – 7:30 pm I Oasis 1-3 & Primrose

Enjoy a complimentary beverage using the drink ticket provided in your conference bag. An attendee badge is required to enter.

Expo Hours

Tuesday, April 9, 2024

9:15 am – 4:00 pm

Expo Hours

9:15 – 10:15 am

Dedicated Expo Hour – No Sessions

12:15 – 1:30 pm

Expo Closed for Lunch

3:00 – 4:00 pm

Dedicated Expo Hour – No Sessions

Volunteer Task Force

Chair

Andrea Pizana, San Dieguito Union HSD

Evening Entertainment

Mark Pong, Solana Beach

Registration

Tory Long, Ramona SD

Casino Night Raffle Donations

Maribel Suarez, San Marcos USD

Student Entertainment

Katie Hylton, San Bernardino CSS

Associate Member Liaison

Heather Simonson, California Schools VEBA

Members

Rich Buse, Retired

Tina Douglas, La-Mesa Springs Valley SD

Keith Crafton, Retired

Lori Smith, CASBO

Scholarship Recipients

Welcome, CASBO Con 24 scholarship recipients! Through proceeds raised by the AMC during the 2023 Annual Conference, we are thrilled to have you attend CASBO Con 24.

Justin Binion* Napa Valley USD

Ronda Cash* Oroville Union HSD

Angelina Darnold San Bernardino CSS

Patricia Ghuman Edison ESD

Marisol Johnson* Yuba COE

Leticia Mendez *

Dizon Montessori Charter School

Yelena Miakinina* San Francisco USD

Angela Rodriguez * Pacific Grove USD

Anna Seymour * San Lorenzo Valley USD

Kay Vang St. Helena USD

Hillary Weissman* Los Angeles COE

* First-time attendee

Picturing progress.

Lozano Smith, your legal ally as you navigate the path to a brighter future.

Past Presidents & Conference Locations

1928 (Organizational), Oakland

1928-29 W.E. Whalen, Los Angeles

1929-30 W.E. Record, San Francisco

1930-31 David P. Hardy, Fresno

1931-32 George Yelland, Long Beach

1932-33 L.L. Smith, Bakersfield

1933-34 William H. Cox, Alameda

1934-35 John T. Cate, Coronado

1935-36 J. W. Edgemond, Fresno

1936-37 Arthur A. Knoll, San Francisco

1937-38 John A. Ormond, Riverside

1938-39 S.C. Joyner, Oakland

1939-40 Donald B. Rice, Coronado

1940-41 Walter Barber, N/A

1940-41 Vaughn D. Seidel, El Monte

1941-42 Al P. Mattier, Coronado

1942-43 M.P. Haviken, Fresno

1943-44 John D. Berger, Fresno

1944-45 Clyde S. Yerg, Fresno

1945-46 Louis L. Cunningham, San Diego

1946-47

1947-48

1948-49

Harold Yost, Santa Cruz

Tom K. Hounsley, Coronado

Ralph J. Raitt, Santa Cruz

1949-50 A.S. Nibecker Jr., Coronado

1950-51

Ralph C. Dailard, Hobergs

1951-52 Joseph P. McElligott, Coronado

1952-53 Rhodes Elder, Coronado

1953-54 Thomas H. McCandless, Santa Cruz

1954-55 Donald D. Cunliff, Coronado

1955-56 J.C. Trombetta, San Francisco

1956-57 Myron A. Hesse, Coronado

1957-58 Clifford R. Metz, Los Angeles

1958-59 Owen J. Cook, San Diego

1959-60 George H. Geyer, Fresno

1960-61 George C. McGinnis, Los Angeles

1961-62 Ernest W. Carl, Berkeley

1962-63 Joseph F. Fogarty, Coronado

1963-64 Edgar C. Egly, Bakersfield

1964-65 James C. Roos, Los Angeles

1965-66 Jack R. Sadler, San Francisco

1966-67 Robert A. Webber, Coronado

1967-68 Albert J. Churchman, Fresno

1968-69 Robert G. Barnes, Anaheim

1969-70 H Marshall Hansen, Sacramento

1970-71 Eldon E. Price, Los Angeles

1971-72 Robert L. Michell, San Francisco

1972-73 Robert Fisher, San Diego

1973-74 Richard B. Eaton, Lake Tahoe

1974-75 Anthony V. Trovato, San Francisco

1975-76 Donald W. Luce, Los Angeles

1976-77 James Graves, San Diego

1977-78

Lewis E. Holtman, Fresno

1978-79 Ira S. Carter, Lake Tahoe

1979-80 John C. Wolfe, San Francisco

1980-81

1981-82

Herman L. Pede, Los Angeles

George C. Palmer, San Diego

1982-83 Peter A Lippman, Fresno

1983-84

1984-85

1985-86

1986-87

1987-88

1988-89

1989-90

Arthur O. Bachelor, Lake Tahoe

Carl E. Thompson, Monterey

Howard A. Erickson, Anaheim

Calvin A. Hall, San Diego

Lydia L. Lobdell, Fresno

Anthony R. Turcotte, Lake Tahoe

Stanley A. Flandi, Monterey

1990-91 Benny E. Langley, Anaheim

1991-92

Marlene Brownell, San Diego

1992-93 Charles Hanson, Fresno

1993-94

Eugene W. Murray, Sacramento

1994-95 Helen D. Kerrian, San Jose

1995-96

David L. Hurlbut, Long Beach

1996-97 Pat Gibbons, San Diego

1997-98

1998-99

1999-00

2000-01

Mary W. Turcotte, Sacramento

Charlene Timilione, Anaheim

Sarah Hart, Ontario

Ron Damschen, Santa Clara

2002-03 Barbara Dean, San Diego

2003-04 Susan Murai, Sacramento

2004-05 Nick Ferguson, Anaheim

2005-06 Pearl Iizuka, San Diego

2006-07 Lora Duzyk, San Jose

2007-08 Bill McGuire, Anaheim

2008-09 Eric D. Smith, San Diego

2009-10 Sharon Ketcherside, Sacramento

2010-11 Renee Hendrick, Anaheim

2011-12 Gary Matsumoto, San Diego

2012-13 Michael Johnston, Long Beach

2013-14 Rich Buse, Sacramento

2014-15 Vince Christakos, San Diego

2015-16 Leeann Errotabere, Pasadena

2016-17 Melissa Anderson, Long Beach

2017-18 Nina Boyd, Sacramento

2018-19 Christina Aguilar, San Diego

2019-20 Molly Schlange, Palm Springs

2020-21 Jamie Dial, Long Beach

2021-22 Richard De Nava, Sacramento

2022-23 Diane Deshler, Long Beach

2023-24 Tina Douglas, Palm Springs

Attendee Tips

Below are tips to help make the most of your conference experience.

• Download CASBO2Go & the conference guide

Use our mobile app to get conference updates plus create your schedule, track CEUs and share contact information, feedback, photos and more. To get started, use this QR code to download and enter your CASBO credentials to log in.

• Visit CASBO’s Info/Tech Help Desk

Your go-to spot for help navigating the event and using our mobile app. Located in the lobby near registration, staff are on hand to provide information and assistance.

• Attend sessions

More than 140 sessions led by industry experts cover every school business topic and discipline. Earn CEUs to work toward certifications and take your career to new heights.

• Wear your badge

Your attendee badge and lanyard are your all-access pass to enter all conference events and activities. Please wear it at all times to expedite entry to sessions and activities.

• Enter to win Expo prizes

Stop by CASBO Island on Monday and Tuesday to get your ticket and enter to win daily prize drawings. Visit booth in the California School Business Expo for more information.

• Join the conversation online at #CASBOCon24

Follow CASBO on Facebook, Instagram and LinkedIn to connect with attendees on social media and include the hashtag #CASBOCon24 in posts to share your experiences.

• Join us for Grab & Go Lunch on the Lawn Wraps, sandwiches, salads and more will be available for purchase on Monday and Tuesday. See map on pages 38-39 for location. No reservations required!

• Share your experiences with us

Use the session evaluations and feedback opportunities on our mobile app to let us know how we can improve the conference experience. We value your opinion and use feedback to shape future events.

Map

SANTA ROSA E.

DATE TERRACE

RENAISSANCE ENTRANCE

LOBBY ROCKS LOUNGE

MOJAVE LEARNING CENTER

CATALINA

CALIFORNIA

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Accounting

9:30 – 10:30 am I Catalina (R)

ASB: Are You in Control?

It’s time for a refresher on the complex do’s and don’ts around student body funds. Topics include organized vs unorganized ASBs, roles and responsibilities, clubs, budgets, fundraisers, allowable expenses, and internal controls. Hear stories of what can go wrong – and gain the knowledge needed so everything goes right.

Presenters: Vina Guzman, Ryland SBC; Terri Ryland, Ryland SBC; Elizabeth Sav, Crowe LLP

10:45 – 11:45 am I Catalina (R)

The Evolving World of the Audit and its Impact

Challenge traditions and get inspired to become an active collaborator in the audit process. Explore the technological innovation and regulatory demands, and how auditees can leverage these changes to enhance their own operations, financial health, and compliance. Position audits as strategic opportunities vs. compliance exercises.

Presenters: Shilo Gorospe, CPA, Eide Bailly LLP; Jeff Jensen, CPA, Crowe LLP; Jeff Nigro, CPA, CFE, Nigro & Nigro; Gema Ptasinski, CPA, CliftonLarsenAllen, LLP

1:30 – 2:30 pm I Catalina (R)

Download Your District Data and Let’s Play!

Afraid to tackle an Excel project for your District? Learn how to create, develop, and implement spreadsheets for analysis and process streamlining. Explore school district data sets, such as SACS Web Data, CDE Data Sources, Financial System Data, and others. Consider new methods on how to approach your data.

Presenter: Chris Raymundo, Contra Costa COE

2:45 – 3:45 pm I Madera (R)

Accounting Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Charter Schools

8:15 – 9:15 am I Mesquite F (CC)

Survival Tips for Small Authorizers of Charter Schools

Most California authorizers have limited charter schools and lack dedicated staff. Issues include staff turnover, limited resources, and board members who may not fully understand their authorization role. These conditions make high quality authorizing hard – but not impossible. Equip yourself with authorizing basics, survival tips, resources, and join a support network.

Presenters: Tom Hutton, California Charter Authorizing Professionals; Barbara Mandelbaum, Mandelbaum Educational Consulting

9:30 – 10:30 am I Mesquite F (CC)

The Road to Charter School Renewal: What Every Authorizer Should Know

Obtain a refresher on the charter renewal process for renewals beginning in 2024-25. Review the statutory requirements, procedures, and best practices utilized by chartering authorities.

Presenters: Mefula Fairley, Santa Clara COE; Michelle Johnson, EdD, Santa Clara COE

10:45 – 11:45 am I Mesquite F (CC)

Nonclassroom-Based Charter Schools

Senate Bill 114 (2023 Budget Trailer Bill) took effect July 10, 2023 to extend a one-year moratorium on new nonclassroom-based (NCB) charter schools. It mandated a study to identify and make recommendations on potential improvements to processes used to determine funding, enhancing oversight and reducing fraud, waste and abuse at NCB charter schools. Hear the finding highlights and recommendations.

Presenters: Michael Alferes, Legislative Analyst’s Office; Edgar Cabral, Legislative Analyst’s Office; Michael Fine, Fiscal Crisis and Management Assistance Team (FCMAT)

2:45 – 3:45 pm I Mesquite F (CC)

Charter Schools Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Chief Business Officials

8:15 – 9:15 am I Mesquite A-B (CC) Preparing for New Board Members

New school board members are sworn in every two years, but few have experience in school business, leading complex organizations, or working as part of a governance team. This session will present best practices in working with new school board members in this new political environment.

Presenters: Chris Delehanty, Del Mar Union SD; Eric Dill, Carlsbad USD; Ami Shackelford, Vista USD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Chief Business Officials

8:15 – 9:15 am I Catalina (R)

Data-Driven Dialogues: Pioneering Trust in District Negotiations

The bedrock of successful negotiations lies in the strategic use of data and transparent communication. Harness data-driven narratives that foster trust and consensus. Juxtapose district financial standings with other district data to create impactful, visually appealing representations that can profoundly transform negotiation dynamics.

Presenter: Eric E. Eggan, Frontline Education

9:30 – 10:30 am I Pasadena/Sierra (R)

Capitol Insights: The State Outlook on Education

With the State’s estimated deficits, declining enrollment, lower COLA projections, and nearing expiration of ESSER funds, this session will provide an overview of the 2024 legislative session, the volatility of the State’s fiscal conditions, the future of school funding, facilities support, and changes to the political landscape. Join us to gain insight for the second half of the legislative session and CASBO advocacy efforts to support local educational agencies.

Presenters: Elizabeth Esquivel, CASBO; Mishaal Gill, CASBO

10:45 – 11:45 am I Pasadena/Sierra (R)

Pure Politics: California’s Fiscal and Policy Landscape

California’s political backdrop has impacts on policy and finance. Both houses of the State Legislature have new leaders and power dynamics between the Governor and Legislature. The politics of education impact the local, State and national level. Explore the status of investments education, declining enrollment, plus new laws and proposals that will shape PK-12 education.

Presenters: Kevin Gordon, Capitol Advisors Group; Caitlin Jung, Capitol Advisors Group; Jack O’Connell, Capitol Advisors Group

1:30 – 2:30 pm I Mesquite C (CC) Emerging Technologies to Enhance Health, Safety, and Security

Discuss indoor air quality, CO2 monitoring, demand side ventilation and integration with existing controls. Consider potential impact on school district operations and budgets, as well as funding opportunities and strategies to maximize ROI.

Presenters: John Calise, Berkeley USD; Ivy Carsten, Schneider Electric

1:30 – 2:30 pm I Pasadena/Sierra (R) Legal Considerations for AI in Education (Taylor’s Version)

Just when you think you’ve had enough of Taylor Swift, now she is AI generated too!? In this informative and entertaining presentation, an EdTech legal professional will provide practical tools and guidance on everything a CBO needs to know about legal issues surrounding AI in school business operations and contract review. (Non-Swifties welcome.)

Presenter: Gretchen Shipley, Fagen Friedman & Fulfrost LLP

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Chief Business Officials

2:45 – 3:45 pm I Pasadena/Sierra (R)

Mid-to-Large Districts

2:45 – 3:45 pm I Catalina (R)

Small Districts

CBO Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Child Nutrition

8:15 – 9:15 am I Chino B (R)

Universal Meals: Can Local Advocacy

Make an Impact?

A year into the implementation of universal meals, hear the Governor’s and the Legislature’s plans for the future of the program. Facing a potential economic downturn, consider how the program can and will be sustained. Assess ways to engage in the process and best practices for community involvement with local elected representatives to protect programs.

Presenters: Nicole Meschi, Cupertino USD; Janea Quirk, Sweetwater Union HSD; Josh Rogers, Greenfield USD; Lee Angela Reid, Capitol Advisors Group; Eric Span, Sweetwater Union HSD

9:30 – 10:30 am I San Jacinto (R)

Implementing SB 1383: Recycling, Green Waste Diversion and Food Recovery

Senate Bill 1383 requires that districts implement programs to ensure organic materials are diverted from the trash, with edible food being donated and the rest sorted for organic waste recycling. Panelists will share strategies that they have used for implementing SB 1383 within their districts.

Presenters: Emily Cena, PhD, RD, Poway USD; Mario Reyes, Escondido USD; Anna Scimone, Escondido Union SD; Naomi Shadwell, San Marcos USD; Juan C. Valencia, Romoland ESD

10:45 – 11:45 am I Mesquite A-B (CC)

Procurement in Child Nutrition

Programs: Part I

Procurement in Child Nutrition Programs can be intimidating. School nutrition and purchasing professionals must collaborate with a multistep process to obtain equipment, services, materials and supplies in accordance with federal and state rules and regulations.

Presenters: Carissa Iwamoto, MBA, RDN, Escondido Union HSD; Marley Nelms, MPA RDN SNS, Del Mar Union SD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Child Nutrition

1:30 – 2:30 pm I Mesquite A-B (CC)

Procurement in Child Nutrition Programs: Part II

Procuring goods, services, and equipment for Child Nutrition Programs (CNP) is the foundation of a successful school meal program. Build on foundational knowledge to explore procurement standards, federal and California state procurement laws, regulations, and policies. Assess procedures, reviews, Buy American provisions, allowable costs, piggybacking, cooperative purchasing groups, procuring local foods and more.

Presenters: Carissa Iwamoto, MBA, RDN, Escondido Union HSD; Marley Nelms, MPA, RDN SNS, Del Mar Union SD

2:45 – 3:45 pm I Pueblo (R)

Child Nutrition Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Facilities

8:15 – 9:15 am I Mesquite G-H (CC)

CUPCCAA Oversight: How to Stay Out of the Spotlight

Discover who the CUPCCAA watchful guardians are and issues frequently encountered. Identify effective strategies to ensure your district doesn’t become the center of attention. Bonus: get an update on new levels and language being proposed for 2025!

Presenters: Joanne Branch, DBIA, COLBI; Leeann Errotabere, California Uniform Construction Cost Accounting Commission; Kim Nguyen, Santa Monica - Malibu USD

9:30 – 10:30 am I Mesquite G-H (CC)

Delivery Methods for Construction Projects

Learn about different project delivery methods for TK-12 construction projects. Follow the law with alternative delivery methods. Hear lessons-learned regarding alternative delivery methods.

Presenters: Frank Camarda, Chief Operations Officer; Martha Estrada, Kitchell; Dan Porter, CCM, Assoc DBIA, Kitchell

10:45 – 11:45 am I Mesquite G-H (CC)

Accounting for Facilities: Basic/Foundational

Deconstruct the differences between accounting for facilities and other department budgets and expenditures. Determine what constitutes a project. Organize coding to please facilities and fiscal. Define project phases, establish contingencies, develop and communicate the budget.

Presenters: Lettie Boggs, COLBI Technologies Inc; Sara Slater, Long Beach USD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Facilities

1:30 – 2:30 pm I Mesquite G-H (CC)

Accounting for Facilities: Advanced Going beyond individual projects, look at how projects combine into managing a whole programs’ multiple projects over multiple years, using multiple funding sources. Discuss internal controls for facilities, work flows, pacing and staffing. Reconcile and consider year-end requirements, reporting while managing trust relationships across departments.

Presenters: Lettie Boggs, COLBI Technologies Inc; Cherie Chenoweth, San Juan Unified SD

2:45 – 3:45 pm I Mesquite G-H (CC)

Facilities Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Financial Services

8:15 – 9:15 am I Smoketree A-E (CC) LCFF Turns 10: Implications for the LCAP

It’s the 10th anniversary of LCFF and a new 3-year LCAP cycle is quickly approaching. Learn the latest updates directly from the State Board of Education, plus hear tips from a LEA peer. Explore the emphasis on LCAP driven by dashboard data, differentiated assistance and strategies to address student need. Gain insights into proposed changes that may result from this year’s state budget to help you prepare and adapt.

Presenters: Sara Pietrowski, California State Board of Education; Gary Stine, Placentia-Yorba Linda USD

9:30 – 10:30 am I Smoketree A-E (CC) Fiscal Solvency and Resource Allocation through Staff Ratios

Consider implementation of District-wide staff ratios being utilized for all staff to include Certificated, Classified and Administrative. Determine how this approach provides an accurate means of resource allocation to achieve fiscal solvency while at the same time providing budget transparency and consistency.

Presenters: Todd Cutler, Lake Tahoe USD; Andrea Salazar, Lake Tahoe USD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Financial Services

10:45 – 11:45 am I Mesquite C (CC)

Navigating Categoricals: The Technical Side to Track One-time Funds

Tracking categoricals is difficult and nuanced by district. Create an annual plan to chart categoricals to maximize one-time funds. Assess tools used for school codes, by site, management codes, projects, and fund type. Determine how to plan and budget categoricals appropriately.

Presenter: Anna J. Seymour, San Lorenzo Valley USD

10:45 – 11:45 am I Smoketree A-E (CC)

Optimizing Fiscal Health and Operational Efficiency through Position Control

In the dynamic landscape of K-12 education in California, effective management of resources is paramount. This session explores the strategic collaboration between Human Resources, Educational Services, and Business Services departments in implementing position control. Learn how integration with budgetary and human resource systems ensures fiscal health and operational efficiency. Discover essential strategies for maintaining internal controls and optimizing organizational effectiveness, driving educational excellence in the state.

Presenter: Dinah Felix, Claremont USD

1:30 – 2:30 pm I Smoketree A-E (CC)

Caveats: State Indicators & Accurate Data

Focus on CDE State Indicator Data expectations, management, collection, and best practices for improving the submission of high-quality data to CALPADS. Learn what happens with your data after certification. Identify various indicators of the Dashboard, LCFF, and LCAP. Review details used to produce the different measures and resources available to improve the flow and accuracy of your data.

Presenter: Shaun Walker, California Department of Education

2:45

– 3:45 pm I Smoketree A-E (CC)

Financial Services PC

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Human Resources

8:15 – 9:15 am I Santa Rosa (R)

Beyond Bargaining: Cultivating Intentional Labor Partnerships

Distinguish the importance of creating a system to engage labor partners in decisionmaking, to value equity and to foster respectful relationships. Understand the structure, governance, decision-making processes, and roles and responsibilities of labor leaders.

Presenters: Michelle Nealeigh, Hemet USD; Kenny Wilson, Hemet USD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Human Resources

9:30 – 10:30 am I Santa Rosa (R)

The Importance of Customer Service in Human Resources

The HR Department plays a huge role in improving services for its customers and it’s usually the first impression to new applicants. Employees should be comfortable visiting HR. Developing customer service standards and skills will make a positive impression, build credibility and add value. Learn how to cultivate a customer service vibe.

Presenter: LaFaye Platter, Ed.D, E to the Fourth Power, LLC.

10:45 – 11:45 am I Santa Rosa (R)

Human Resources: First Line of Defense in Student Safety

Childhood Sexual Assault (CSA) in schools has reached epic proportions. District budgets and student outcomes have been impacted when CSA prevention is not a priority. Learn about strategies designed to support districts in scaling up efforts to prevent, mitigate and respond to CSA. Explore best practices for Human Resources such as recruitment, screening, training, and responding to allegations pertaining to staff misconduct. Two case scenarios will be shared, and templates, press releases, and tools to promote Board/staff buy-in will be provided.

Presenter: Heidi Cisneros, Alliance of Schools for Cooperative Ins. Programs (ASCIP); Clover Codd, Moreland SD; Diane Perez, Walnut Valley USD

1:30 – 2:30 pm I Santa Rosa (R)

Salary Equalization: Bringing Bargaining Units Together to Solve Historical Inequalities

Examine how Torrance Unified planned and implemented salary equalization for certificated, classified and management salary schedules. Explore data used to determine the median salary levels of comparison districts. Discuss the importance of data gathering, negotiating, political ramifications and how to pay for salary equalization.

Presenters: Keith Butler, PhD, Torrance USD; Tim Stowe, EdD, Torrance USD

2:45 – 3:45 pm I Santa Rosa (R)

Human Resources Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Lead + Advance

8:15 – 9:15 am I Pasadena/Sierra (R)

Women In Leadership: Coffee and Conversations

Gather in-person with participants of the monthly virtual roundtable and reconnect with friends from the Women In Leadership conference! Haven’t participated before? New voices are always welcome – come on in!

Facilitator: Katie Hylton, San Bernardino CSS

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Lead + Advance

8:15 – 9:15 am I Mesquite C (CC) School Business Leadership: Effective Management and Sustainable Growth

School business leadership is a critical component of educational success, ensuring that schools have the financial stability to provide quality education. Effective school business leaders balance financial stewardship with educational goals, adapting to evolving challenges and opportunities. Participants will learn: the evolving role of school business leaders, plus skills and qualities of effective leaders.

Presenters: Tasha L. Doizan, Adelanto ESD; Michael Krause, Adelanto ESD

9:30 – 10:30 am I Mesquite D-E (CC) Professional Boundaries

Determine the need for professional boundaries that allow us to operate in our roles with fun, compassion and accountability while also maintaining a healthy work-life balance. Excavate and assess where these boundary lines fall. Consider healthy boundaries and how to communicate and implement them.

Presenter: Crystal N. Eatherton, BS SNS, Placer Union HSD

1:30 – 2:30 pm I Madera (R)

Find Resilience and Reduce Workplace Pressures

Do you feel the weight of deadlines, extinguish fires and manage people quirks – daily? Dive inside to look at the science of stress, how it impacts the body, and most importantly, how to conquer it. Practice de-escalation of situations and keeping the peace. Explore strategies to thrive in the face of daily stress and navigate life’s unpredictability with grace and resilience.

Presenter: Deni Dayan, LEP, Deni Education Consulting, LLC

2:45 – 3:45 pm I Smoketree F (CC) Executive Assistants Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Maintenance & Operations

8:15 – 9:15 am I San Jacinto (R) Maintenance in the Era of Aging Facilities

Districts face challenges to maintain aging facilities with limited resources. Grapple with the significant needs and economic costraints. Obtain guidance to develop and deploy costeffective strategies and obtain buy-in from stakeholders. Understand the distinction between maintenance and deferred maintenance.

Presenter: Reid Shannon, Dannis Woliver Kelley

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Maintenance & Operations

10:45 – 11:45 am I Pueblo (R)

Don’t Sacrifice Quality in Custodial Operations

Identify ways to improve and build a comprehensive cleaning team. Align your department with your district’s strategic direction and goals. Demonstrate consistency and avoid obstacles.

Presenter: Ismail A. al-Shabazz, San Ramon Valley USD

2:45 – 3:45 pm I San Jacinto (R)

Maintenance & Operations Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Payroll

9:30 – 10:30 am I Mesquite A-B (CC) CalPERS Hot Topics

Updates will be provided regarding legislation, compliance issues, and best practices to ensure school districts are reporting compensation correctly for their employees.

Presenters: Dianne Cooper, MBA, CalPERS; Ken Noss, CalPERS

10:45 – 11:45 am I Mojave Learning Center (R)

Mastering the Art of Employee Leaves: Part I

Immerse in technical aspects of employee leaves, with extensive coverage of the Family Medical Leave Act and California Family Rights Act. Assess and implement the essentials to successful payroll processing.

Presenters: Jacquelyn Morenz, AALRR; Aaron O’Donnell, AALRR

1:30 – 2:30 pm I Mojave Learning Center (R)

Mastering the Art of Employee Leaves: Part II

Take a deeper exploration in the systematic nuances of employee leaves, addressing the Family Medical Leave Act, California Family Rights Act, and Education Code. Manage and track leaves. Gain understanding of interrelationships of statutory leave requirements.

Presenters: Jacquelyn Morenz, AALRR; Aaron O’Donnell, AALRR

2:45 – 3:45 pm I Mesquite C (CC)

Payroll Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Make a sustainable with Schneider Electric IMPACT

1 Federal Stimulus

2 Capital Lease

3 Local and Regional Programs

4 Rebate Programs

5 Tax Rebates and Incentives

6 Competitive Grants

Schneider Electric has partnered with school leaders across the country on Energy Savings Performance Contracts and Design-Build projects. Contact us to learn how we can join your team to help you dramatically improve mission-critical infrastructure, create healthier indoor environments, and benefit students for years to come.

Learn more

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Purchasing

8:15 – 9:15 am I Madera (R)

Technology Procurement Simplified for Educational Technology

The Ed Tech JPA is a consortium of more than 150 public agencies, led by CTOs and CBOs from across California to make procurement easier. Assess piggybackable RFPs and negotiate competitive agreements.

Presenters: Michelle R. Bennett, Irvine USD & Ed Tech JPA; Brianne Ford, JPA President/ Irvine USD Asst. Supt., IT, Irvine USD & Ed Tech JPA; Michael P. Johnston, Education Technology JPA/Clovis Unified

9:30 – 10:30 am I Madera (R)

School District Procurement Trends: The Future’s So Bright, You Got to Wear Shades

Understand the shifting procurement landscape while embracing technology, sustainability and social responsibility. Enhance supplier diversity. Adapt to supply chain disruptions by brainstorming current and future issues.

Presenters: Jessica Ehrlich, F3 Law; James Traber, F3 Law

10:45 – 11:45 am I Madera (R)

Why Does Purchasing Say No?

Gain insight into the laws, public contract code and education code followed by the Purchasing Department. Understand why some projects take longer than others and why Purchasing is considered the bad guy on occasion. Avoid trouble and improve interdepartmental relations.

Presenters: Katie M. Hylton, San Bernardino CSS; Janie Rowland, EH&A/MGT Consulting

2:45 – 3:45 pm I Mesquite A-B (CC)

Purchasing Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Retirement

10:45 – 11:45 am I Chino B (R)

Wait … I’m Not In Charge Anymore!

Maintaining a healthy retirement takes planning and discipline. Creating a consulting business or working with an established company can be satisfying for active, energetic school business leaders. Assess the Dos and Don’ts of working after retirement while maintaining retiree status with PERS and STRS.

Presenters: Jayne Christakos, VIP Leadership Services; Vincent Christakos, Retiree P.C., San Diego Imperial Section; Guiselle Carreon; Thung-Rung Lin, Lin and Associates; Thomas Silva, Tom Silva Consulting

1:30 – 2:30 pm I Chino B (R)

Managing the Medicare Maze for Retirees

Cover common retiree questions and frustrations about Medicare, social security, and how they work together. Consider health benefits to lead a more satisfied, happier, and healthier life. Decrease the administrative burden for the benefits team, reduce costs for the plan sponsor, and increase satisfaction across your entire organization.

Presenter: Nate Brzovich, RetireeFirst

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Retirement

2:45 – 3:45 pm I Chino A (R)

Retiree Discipline Discussion

Connect with professional peers. Join the conversation with other retirees to discuss school business challenges (including ways to be a resource for LEAs) and life changes.

Risk Management

8:15 – 9:15 am I Pueblo (R)

Mastering Efficient Student Reunification and Beyond

In the face of an emergency, parental presence is swift and resolute. Student and staff safety depends on orchestrating reunification. Tackle process complexities and consider scenarios of injured and missing students, custody disputes, and outdated emergency contact information.

Presenters: Donna Gingera, Hour Zero School Safety Programs; Aaron Masson, Principal, Hour Zero School Safety Programs

9:30 – 10:30 am I Andreas (R)

Navigating the Future: Revitalizing Risk Management

It’s crucial to adapt and enhance the approach to risk. Explore innovative frame-works, realworld case studies, and collaborative solutions that empower educators, administrators, and policymakers to create safer and more resilient learning environments. Together, let’s navigate the challenges, embrace opportunities, and build a foundation for effective risk management in the future of education.

Presenters: Rebecca Littlejohn, Oakland USD; Jennifer Serran, CSRM, Schools Insurance Authority; Erin Tarkhanian, Santa Clara County Schools Insurance Group

10:45 – 11:45 am I Mesquite D-E (CC)

See Something, Say Something

District employees can prevent school violence. Recognize and report signs of warning behaviors. Hear reports of prevention. Implement policies and procedures for: visitor management, First Amendment auditors, unhoused individuals accessing campus, and vendors.

Presenters: Anthony Escobar, Knowledge

Saves Lives, Inc.; Rob Young, Knowledge Saves Lives

1:30 – 2:30 pm I Mesquite D-E (CC) Key Elements To An Emergency Communication & Response Plan

Navigate different stages of emergency management, including how to determine the most effective tools for your organization. Ask the right questions to build a robust plan that meets unique needs.

Presenter: Jason Jeffery, Catapult EMS

2:45 – 3:45 pm I Mesquite D-E (CC) Risk Management Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

• Business, Facilities & Construction

• Communications & Media Relations

• Education Technology

• Governance & Leadership

• Government Affairs & Public Policy

• Interscholastic Activities

• Labor & Employment Law

• Litigation

• Next Level Client Services

• Real Estate & Property

• Special Education

• Student Rights & Discipline

• Title IX & Investigations

• Virtual Learning

A MISSION TO EDUCATE

OUR FIRM is dedicated to helping clients stay ahead in an everchanging world; because, like you, we know staying up-to-date on the issues impacting education today results in classrooms that excel.

To learn more about our mission to educate, visit us at f3law.com.

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Solutions Central

Solutions Central is a selection of programs offered by CASBO Partners. For a complete list of Solutions Central programs, visit the event app.

8:15 – 9:15 am I Smoketree F (CC)

ACA Reporting: The Aftermath of Filing

Submitting IRS ACA forms is the first step in reporting compliance. Consider the wait to see if forms have been accepted or are returned for corrections. Identify possible responses and what those responses mean. Gain a comprehensive overview of what to expect after ACA reporting, including types of IRS notifications, and penalties that could be assessed.

Presenters: Nancy D’Amuro-Olszewski, American Fidelity; Monica Pritz, American Fidelity Administrative Services

8:15 – 9:15 am I Palm Grove (CC)

2024 K12 General Obligation Bond Environment: Prevailing Factors to Pass

The 2024 General Obligation Bond election season is progressing at a fast pace. Receive updates on prevailing market informtion and conditions that may impact ballot measures, as well as conditions that affect selling bonds after a successful election.

Presenters: John Baracy, Baird; Don Field, Orrick; Charles Heath, TeamCivX; Rebekah Kalleen, Murdoch, Walrath & Holmes; Chris Morgan, S&P Global

9:30 – 10:30 am I Smoketree F (CC)

Retirement Plans 101

Learn about pension outcomes and why school employees need to participate in voluntary retirement plans. Explore the differences between 403b and 457b plans and how to choose the right one for you. Help better educate your employees on investment fundamentals that can affect retirement plans.

Presenters: Daniel Christofferson, CRES, SchoolsFirst Plan Administration; Darin Ditmar, TGPC, CRES, SchoolsFirst Plan Administration

9:30 – 10:30 am I Palm Grove (CC)

Maximize Facilities Dollars and Avoid Missed Opportunities

As construction and facilities costs rise, evaluation and planning is needed to maximize facilities dollars. Make every dollar count and avoid missteps due to lack of communication and collaboration amongst financial and facilities consultants.

Presenters: Adam Bauer, Fieldman, Rolapp & Associates, Inc.; Jennifer Gibb, Van Pelt Construction Services; Erica Gonzalez, Stifel; Candace Reines, Perris UHSD

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Solutions Central

Solutions Central is a selection of programs offered by CASBO Partners. For a complete list of Solutions Central programs, visit the event app.

10:45 – 11:45 am I Smoketree F (CC)

Managing Cashflow and Changes in Capital Facilities Funding

Capital facility funding programs are complex and subject to many compliance requirements. Learn how to build multi-year cash flow planning tools to create an effective bridge between Business and Facilities Departments, how to track and reconcile facility funds from all revenue sources and monitor project budgets, changes, timelines, and revenue allocations based on fund limitations. Develop effective reports to present to Board, Cabinet, and Bond Oversight Committees regarding all aspects of the District’s School Facility Funding Program.

Presenters: Tarana Alam, KeyAnalytics; Sergio San Martin, Beaumont USD

1:30 – 2:30 pm I Smoketree F (CC)

Decoding Strategic Asset Management

Facilities departments leverage technology for efficient, safe, comfortable environments for their faculty and staff. Struggling with asset investment management may result in capital funds being misspent while also trying to manage a backlog of aging infrastructure. Justify investment needs by utilizing data.

Presenter: JT Johnson, Brightly Software

Special Education

8:15 – 9:15 am I Andreas (R)

Improvement in Action: Applying Improvement Science to Address Problems of Practice

Evaluate uses of continuous improvement in practice. Overview key concepts with examples and coaching support from the System Improvement Leads project. Pull together business data while redesigning systems for students with disabilities.

Presenters: Calli R. Coleman, MBA, CBO, El Dorado COE; Ashley MacGavin, System Improvement Leads/Riverside County SELPA; Matt McCue, El Dorado COE

10:45 – 11:45 am I Andreas (R)

Special Education Finance and Budgets in Times of Change

Review special education fiscal issues, revenues, fund use budgeting and expenditure reporting. Collaboration requirements have increased as demands grow and complex tasks are completed correctly. Identify updates in context of successful partnership development and planning to align with LEA initiatives and mandated plans.

Presenters: Minette Manio, San Mateo COE; Anjanette Pelletier, MS, LEP, School Services of California, Inc.

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Special Education

1:30 – 2:30 pm I Andreas (R)

Special Education Maintenance of Effort Monitoring and Program Cost Report Accounting

Discuss Special Education monitoring maintenance of effort (MOE) year-round cycle and multi-year budget planning. Consider fiscal impact of local determinations related to charging expenditures, including program cost report accounting (PCRA). Clarify misunderstandings and miscalculations, with consequences for passage of MOE.

Presenters: Mark Curtis, San Diego COE; Linette Hodson, Director, School Services of California; Kay A. Pugh, MSBA, San Diego COE; Anjanette Pelletier, MS, LEP, School Services of California, Inc.; Anthony Rebelo, Trinity County SELPA

2:45 – 3:45 pm I Andreas (R)

Special Education Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Technology

8:15 – 9:15 am I Mesquite D-E (CC) Cybersecurity

Cyber attacks against school systems continue to be on the rise, causing impact to student learning; financial loss, and resulting in data compromise and loss.  Learn about the current challenges faced by K12 organizations, and how these institutions are tackling these problems by leveraging federal and state funding, cloud services and private/public partnerships.

Presenters: Dan Goodman, Amazon Web Services - Local Government and K-12 Education; Maria Thompson, Amazon Web Services

9:30 – 10:30 am I Pueblo (R)

Operation AI Taskforce

Inform districts on how to build capacity in AI for teachers, staff, executive cabinet and board members. Consider the stakeholders needed to create an AI Taskforce. Explore special funding for CTE pathways in regards to AI.

Presenters: Jamie Lee Lewsadder, La Canada USD; Jennette Vanderpool, EdD, CDW

10:45 – 11:45 am I Chino A (R)

Building a Better Request For Proposal (RFP)

Purchasing products and services using the Request for Proposals (RFP) process is beneficial, yet can be overwhelming. Striving for improved outcomes with a smooth, streamlined experience, let’s discuss strategies for determining the correct scope, developing a vendor-friendly document, objective proposal evaluations, and fair scoring.

Presenters: Derrick Hoffman, Simi Valley USD; John Tamura, Long Beach USD

Looking for ways to Prepare for a Tight Budget Year?

A PARS early retirement incentive, known as the Supplementary Retirement Plan (SRP), could create budget savings for your school district in FY '24-'25 and beyond. A properly crafted SRP can help your district proactively address budget and workforce challenges, including:

• Declining enrollment

• Need for workforce and organizational restructuring

• Impending fiscal cliff

PARS offers a no-cost analysis to determine if offering an incentive makes fiscal and operational sense for your district now or in the future.

Visit us at booth #525 to learn more.

(800) 540-6369 x127 info@pars.org

SUSTAINABLE

For almost four decades, SELF has helped protect California's schools from catastrophic liability losses through the conservative management of public funds.

Daily Schedule I Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Technology

1:30 – 2:30 pm I Chino A (R)

You’re in Charge of the Technology Team Now Glimpse into managing the I.T. Department and consider how to approach positive collaborations with other school business departments. Manage people, processes, and products. Keep teams motivated with effective day-today operations.

Presenter: Wyatt T. Gallick, Vacaville USD

2:45 – 3:45 pm I Chino B (R) Technology Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Transportation

8:15 – 9:15 am I Chino A (R)

Implementing an Electric School Bus Plan

Examine the move toward EV school buses with next step planning to focus on lessons learned when managing awarded EV grants. Determine cashflow management requirements, infrastructure considerations, and ideas to future proof fleet yards. Analyze EV bus deployments for ideal range and routes.

Presenter: Peter Tuckerman, A-Z Bus Sales, Inc.

9:30 – 10:30 am I Chino A (R)

A Year In Review: Pupil Transportation Plans and Impact of Enhanced Funding

Reflect on the largest enhanced funding revision for pupil transportation in recent history with eligible LEAs receiving up to 60% reimbursement. Get familiar with the resources required for this program, including the four essential requirements of a Transportation Services Plan – and learn from the experiences of peers who’ve implemented their new plan.

Presenters: Marsa Miller, Pupil Transportation Information, PTI; Tim Purvis, Pupil Transportation Information, PTI

10:45 – 11:45 am I Palm Grove (CC)

Safe Common Sense Alternative Student Transportation

With the passage of SB88, alternative transportation is subject to requirements school bus drivers follow to ensure all students have a safe ride to school. Mitigate risks for school districts and support student safety. Learn about requirements, why they were passed into law, and how districts can adjust operations to ensure compliance.

Presenters: Megan Carey, EverDriven; Carlos Chicas, Capistrano Unified; David Neben, Strategic Education Services

Daily Schedule I

Monday, April 8

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Transportation

1:30 – 2:30 pm I Palm Grove (CC)

Zero-Emission School Bus Funding

Explore funding to transition school bus fleets to zero-emission from the Local Educational Agency (LEA) School Bus Replacement Grant, $1.125 billion dollars in next three years. Examine CALSTART technical tools and resources that assist school districts with transition planning, infrastructure and utility engagement.

Presenters: Juan Espinoza, CALSTART; Michelle Hanson, CALSTART

Your gateway to serving school business & shaping a better future for California education.

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2:45 – 3:45 pm I Palm Grove (CC) Transportation Discipline Discussion

Connect with professional peers. Join the conversation with others in your department/ disciplines to discuss challenges, including how you’re filling vacant positions, training, upskilling and retaining staff. Discuss CASBO solutions to educate, network and level-up your team.

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Accounting

8:00 – 9:00 am I Smoketree A-E (CC)

Audit Hot Topics

Summarize the audit and accounting impacts for the 2023-24 fiscal year annual audits. Discuss changes to Financial Reporting guidance, and updates to State and Federal Compliance requirements. Assess district impact and how management can be best prepared for change.

Presenters: Jen Aras, CPA, Crowe LLP; Whitney Hardison, Sutter CSS; Jeff Jensen, CPA, Partner, Crowe LLP; Charles J.Raibley, CPA, Crowe LLP

4:15 – 5:15 pm I Smoketree A-E (CC)

Automation and AI: Accounting and Finance Use Cases

Delve into the dynamic world of automation and artificial intelligence (AI) in the realms of accounting and finance. Explore a variety of use cases demonstrating how automated systems and AI technologies, including business intelligence reporting, generative AI, and Large Language Models (LLMs), are revolutionizing data processing, accuracy, and decisionmaking. Prepare to engage with insights and real-world examples that showcase the transformative power of these technologies in enhancing efficiency, reducing manual workload, and unlocking new potentials in financial management and reporting.

Presenter: Mitch Thompson, CLACliftonLarsonAllen

Charter Schools

8:00 – 9:00 am I Chino A (R)

Charter Schools Fiscal Oversight and Document Review

Education Code absolves charter school authorizers from liability for the performance of acts, errors, or omission by the charter school it authorizes but only if the authorizer has complied with all oversight responsibilities required by law, including but not limited to monitoring the fiscal condition of each charter school under its authority. Unfortunately, Education Code provides few details about what fiscal monitoring should entail. Authorizer best practice is to develop and implement a fiscal oversight plan. Learn about the fiscal monitoring and oversight requirements, responsibilities, and best practices for charter school authorizers.

Presenters: Debi Deal, Consultant; Shallu Sharma, Santa Clara COE; Cynthia Tapia, Santa Clara COE

Chief Business Officials

8:00 – 9:00 am I Pasadena/Sierra (R)

Given March 15th Layoff Notices? Now What?

Discuss consideration and analysis to consider before giving final layoff notices. From the practical realities of a shifting financial landscape, recruiting needs, enrollment issues, this session will balance layoffs with the landscape of Board and community expectations to determine the scope and impact of final layoff notices in May. A must attend session for high level decision makers as we examine the confluence of budget, people, services and bargaining.

Presenter: Namita Brown, F3 Law

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Chief Business Officials

8:00 – 9:00 am I Chino B (R)

Evaluating Insurance Options in a Complex Environment

School leaders deal with increasing employee health fund costs and employee dissatisfaction with health benefit alternatives. Hear how Santa Clara USD developed alternatives without using a broker or paying commission. They leveraged relationships with labor partners. They staffed for the change and used technology to unburden staff. Discern how they worked through CBA issues, employee misperceptions, and maintained 100% of doctors in-network.

Presenters: Devon Devine, Claremont Partners; Mark Schiel, Santa Clara USD

12:15 – 1:15 pm I Pasadena/Sierra (R) (Advance purchase required)

CBO Luncheon, Sponsored by KeyAnalytics

Connect at our CBO Networking Luncheon. Join fellow chief business officials for insightful discussons and valuable connections.

Tracy Petrillo, EdD, CAE, Chief Learning Officer, CASBO will give an update regarding the CBO Certification Journey.

2:00 – 3:00 pm I Pasadena/Sierra (R)

Fiscal Implications from Childhood Sexual Assault

The financial implications to LEAs, and their associated risk pools, from claims arising from childhood sexual assault are becoming acute. Following the passage of AB218 in 2020, extreme and unpredictable verdicts have been steadily increasing in both frequency and severity. The combination of liability premium increases and special assessments may consume all of the projected per-ADA COLA in 2024-25. And the liability coverage landscape for California’s schools is changing going forward. This session will explore the current environment and the ongoing fiscal implications to your LEA.

Presenters: Michael Fine, Fiscal Crisis and Management Assistance Team (FCMAT); Dave George, Schools Excess Liability Fund

4:15 – 5:15 pm I Pasadena/Sierra

(R)

Hot Topics in School Finance

Receive the most current information about state economics and budgetary updates ahead of May Revise, along with other salient hot topics.

Presenters: John Gray, School Services of California, Inc.; Patti Herrera, School Services of California, Inc.

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Facilities

8:00 – 9:00 am I Mesquite G-H (CC)

Art & Science of Facility Master Planning

If you have staffing challenges, shortage of operational funds and are looking for funding strategies to modernize and/or transform your existing capital assets … then you need a Facility Master Plan (FMP)! Pending legislation (SB 28 & AB 247) may require districts to have FMPs. Get the framework for a successful FMP process with the outcome being a digitally interactive assessment management database so your staffing and financial resources can be maximized.

Presenters: Derek Labrecque, AIA, LEED BD+C, NCARB, DBIA, ALEP, JKAE; Dr. Brett A. Mitchell, AECOM

2:00 – 3:00 pm I Mesquite G-H (CC)

Surplus Property Considerations:

Maximizing the Value of Underutilized District Facilities

With declining enrollment and aging facilities, surplus and underutilized properties can pro-vide new revenue. Identify options for disposition and reuse; maximizing revenue; and, fund use while avoiding pitfalls. Consider workforce housing needs, financing and land use. Review legal requirements and strategies for seeking State Board waivers, plus learn from a district's real-life journey.

Presenters: Dominic Dutra, 3D Strategies; Katia McClain, Steinberg Hart; Kelly Rem, Lozano Smith; Ahmad Sheikholeslami, Pleasanton USD

4:15 – 5:15 pm I Mesquite G-H (CC)

Employee/Teacher Housing: A Case Study

Review how Mountain View Whisman School District worked with its community, its City and a developer to construct 144 apartments for employees. Assess how to start a project and finish for employees to apply to live in the completed project. Consider housing as a creative option for employee recruitment and retention.

Presenters: Phil Henderson, Orbach Huff & Henderson LLP; Rebecca Westover, Mountain View Whisman SD

Financial Services

8:00 – 9:00 am I Smoketree A-E (CC) Audit Hot Topics

Summarize the audit and accounting impacts for the 2023-24 fiscal year annual audits. Discuss changes to Financial Reporting guidance, and updates to State and Federal Compliance requirements. Assess district impact and how management can be best prepared for change.

Presenters: Jen Aras, CPA, Crowe LLP; Whitney Hardison, Sutter CSS; Jeff Jensen, CPA, Partner, Crowe LLP; Charles J. Raibley, CPA, Crowe LLP

2:00 – 3:00 pm I Smoketree A-E (CC) Federal, State and Local Funding Reporting and Tracking Tool

Consider easy tracking of all funding information, such as apportionments, expenditures, encumbrances, ending balances, allowable expenditures, deadlines, expenditures by major object codes and tools. Administer links directly to CDE into one document that updates weekly and can be presented to your Cabinet.

Presenters: Maria I. Alatorre, Lancaster SD; Jeff Young, Los Angeles COE

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Financial Services

4:15 – 5:15 pm I Pasadena/Sierra (R)

Hot Topics in School Finance

Receive the most current information about state economics and budgetary updates ahead of May Revise, along with other salient hot topics.

Presenters: John Gray, School Services of California, Inc.; Patti Herrera, School Services of California, Inc.

Human Resources

8:00 – 9:00 am I Santa Rosa (R)

Developing a Classified Mentoring Program

Supporting and empowering classified employees plays an integral part in employee job satisfaction. Learn how to develop a classified mentoring program, plus how a district and its employees will benefit.

Presenters: Sarah Batarseh, San Bernardino City USD; Marcus Funchess, EdD, San Bernardino City USD; Shana Smith, San Bernardino City USD

2:00 – 3:00 pm I Pueblo (R)

Raising the Bar on Employee Accountability

Using the FRISK Model

Supervisors must effectively create legally sufficient documents to address employee substandard performance issues and misconduct. Consider critical feedback components and define necessary steps to handle employee deficiencies. Design the emphasis on open, honest, clear information to avoid misinterpretation. Practice providing clear directions for change within an accountable working relationship.

Presenter: Brooke Jimenez, AALRR

2:00 – 3:00 pm I Santa Rosa (R)

Case Study: School District Joint Health Care Coalition

School district HR are tasked with mitigating rising healthcare costs while offering unprecedented salary increases. Elk Grove Unified School District created the Joint Health Care Coalition from a traditional benefits committee to educate 6,600 employees. The group is co-chaired by labor and management to ensure voice, value, and ultimately better benefit outcomes for employees and the district.

Presenters: Kristen Coates, Ed.D., Elk Grove USD; Liesel Collins, CEBS, Keenan and Associates; J.D. Watson, Elk Grove Education Association

Lead + Advance

8:00 – 9:00 am I Mesquite D-E (CC)

Building Collaborative Relationships

Between Business, Educational Services, and Special Education

The Local Control Funding Formula and LCAP work best when department work is interwoven, yet many teams continue to work in silos. Explore approaches to strengthen teamwork, understanding, and collaboration between Business Services, Educational Services, and Special Education to improve communication, develop a stronger LCAP, and enhance fiscal responsibility across departments.

Presenters: Marisa Janicek, El Segundo USD; Kimberlie Linz, El Segundo USD

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Lead + Advance

8:00 – 9:00 am I Catalina (R)

Leadership LEAP: Lead with Engagement, Agility, and Purpose

School business officials manage complex financial, operational, and administrative challenges to shape the future of education. Job demands are overwhelming with little time for personal growth and leadership development. Make a plan to become more effective and resilient through self-reflection. Explore how to engage stakeholders and navigate uncertainty.

Presenter: Linda Gail, MeTEOR Education

2:00 – 3:00 pm I Mesquite C (CC)

Leadership and How to Get a Promotion

Are you an emerging leader looking to rise up through the ranks? Learn critical tips for resume writing and interviews. Explore what great leadership looks like and its role in achieving success.

Presenters: Aaron Heinz, Colusa COE; Matt Phillips, School Services of California, Inc.

2:00 – 3:00 pm I Mesquite D-E (CC)

Look Internally for Solutions to Staffing Challenges

Schools face staffing shortages, vendor challenges and the end of one-time funding. Consider how the Jurupa Unified School District used internal resources to improve efficiencies and organizational stability. Explore their collaborations across divisions and departments to identify long-term solutions. Outcomes found were cost savings, improved customer service, and cross-departmental awareness andknowledge.

Presenters: Jackie Benson, CPA, CGFM, Jurupa USD; Paula Ford, Jurupa USD; Veronica Gonzalez, Jurupa USD; Jeffrey Lewis, Jurupa USD

2:00 – 3:00 pm I Mesquite A-B (CC)

Embracing Artificial Intelligence in Your Role

Explore the profound impact of AI in our modern era. Often hailed as the cornerstone of the fourth industrial revolution, AI is revolutionizing processes and expanding the realm of possibilities. Discover how even minor adjustments can significantly enhance the value you contribute to your organization, while gaining a fresh perspective on organizational information through the lens of AI. Learn fundamental concepts of AI, delve into the advantages of AI adoption, and watch demonstrations of practical AI platforms in action.

Presenter: Suzi Boynton, San Marcos USD

Meteor Education brings you NASA-derived technology to help bring your students and teachers back to hands-on learning - safely.

By turning ambient humidity into safe and effective oxidizers, CASPR is effective against mold, viruses, bacteria, odors, and VOCs.

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Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Lead + Advance

4:15 – 5:15 pm I Andreas (R)

Maximize Your Career Potential with CASBO CASBO is your professional association for Education, Networking and Advocacy. How can you use those areas to maximize your career? Join Eric Dill, CBO and President-Elect of CASBO and Keith Butler, Ph.D., CBO and CASBO Southern Section Board Representative, as they share how participation in CASBO helped develop their careers and what career growth opportunities CASBO can provide for you. If you are thinking you want to move up in your school business career, this is your session!

Presenters: Keith Butler, PhD, Torrance USD; Eric Dill, Carlsbad USD

4:15 – 5:15 pm I Mojave Learning Center (R) Challenges and Benefits of Having a Multi-Generational Workforce

Managing a multi-generational workforce can be challenging. Managers must consider communication styles, dress code preferences, and work ethic. Explore each generation, in detail, to best support the multi-generational workforce under your leadership.

Presenter: Debra Marquez, MBA, CA University of Science and Medicine

4:15 – 5:15 pm I Mesquite D-E (CC)

Authentic Collaboration for a Culture of Customer Service

Explore how Palm Springs USD displays a culture of innovation through productive struggle and reinforces high-quality authentic collaboration. Consider how to create space for regular feedback, training, iteration and feedback. Empower employees while leadership models the mission, vision, and relationships needed to succeed. Discussion moderated by Sarah Chou, CEO of Informed K12.

Presenters: Will Carr, Palm Springs USD; Tony Carrillo, Palm Springs USD / Informed K12; Mario Castro, Palm Springs USD; Tina Esmeralda, Palm Springs USD / Informed K12; Lesley Nichols, Palm Springs USD / Informed K12; Dennis D. Zink, Palm Springs USD

Maintenance & Operations

8:00 – 9:00 am I Mesquite A-B (CC)

M&O: What Everyone Needs To Know

While working in a school, all departments collaborate with the M&O department. Discover routine compliance codes that govern facilities. Overcome obstacles that limit understanding. Work to improve relationships across and within maintenance and operations for positive staff and student outcomes.

Presenters: Paulo Azevedo, Menifee Union SD; Matthew D. Belasco, Pittsburg USD; Benjamin Trotter, Pittsburg USD

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Payroll

8:00 – 9:00 am I Mesquite C (CC)

Payroll and Human Resources: Breaking Down the Silos

Identify common misconceptions between Human Resources and Payroll. Gain understanding of specific practices/procedures done by each department and how they impact one another. Gather tips/tricks on how to form a more collaborative relationship.

Presenters: LaFaye Platter, Ed.D, E to the Fourth Power, LLC.; Mike Stribling, CPP, Riverside COE; Lena Young-Gallardo, San Bernardino CSS

2:00 – 3:00 pm I Catalina (R)

Paperless Payroll Solutions: Are You There Yet?

Explore solutions to replace outdated paper and manual processes. Explore electronic timesheets, mass uploads, pre-authorization, and built-in workflows. Utilize payroll staff for audit and compliance instead of data entry.

Presenters: Laura Vaca, Eric Hall and Associates; Annette Vaughan, Poway USD

4:15 – 5:15 pm I Mesquite A-B (CC)

What You Don't Know Won't Hurt You, But It Might Hurt Your Employer

Build awareness of critical payroll processing errors made by employers, related to retirement and employee leaves. Identify solutions and how to fix the errors. Reinforce the potential problems faced without a plan in place to correct processes.

Presenters: Mike Stribling, CPP, Riverside COE; Lena Young-Gallardo, San Bernardino CSS

Purchasing

8:00 – 9:00 am I Madera (R)

Preparing Vendor Contracts with Confidence When hiring a third party, a written agreement is required. Understand the potential legal exposure and financial risks that may arise from scope of services. Gain confidence to draft and negotiate business and vendor contracts while protecting the district.

Presenter: Victoria Gómez-Philips, Liebert Cassidy Whitmore

2:00 – 3:00 pm I Madera (R)

Procurement with Design-Build to Accelerate Complex Projects

Explore how Fresno Unified assembled a team to upgrade HVAC, controls and equipment at 33 campuses in 20 months. Illustrate the process, pitfalls to avoid, noteworthy successes/ failures and improvements to be made on the next design-build project. Reflect on cost performance.

Presenters: William Belanger, Fresno USD; Hannah Brigdon, PE, Net Positive Consulting Engineers; Ann Loorz, Fresno USD; Toni Jorge, Fresno USD; Joshua Wilkinson, New England Sheet Metal & Mechanical Co.

Retirement

8:00 – 9:00 am I Smoketree F (CC)

Retirement Questions that Make a Difference

Mid-career is a good time to explore retirement planning. Consider three critical questions: Am I properly diversified? Am I avoiding lifestyle creep? And, do I have the right balance?

Presenters: David Creech, Corebridge Financial; David Koller, Corebridge Financial

California’s critical shortage of affordable rental housing has forced many educators and staff members to choose between crippling housing costs or a grinding daily commute. This lack of housing has placed many districts at a competitive disadvantage in attracting, hiring and retaining employees. Teacher-Staff Housing GO Bonds allow districts the opportunity to build below-market rental housing to help their employees live in and be part of the community in which they work. Are you surprised educators are struggling to find housing that is affordable?

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Retirement

2:00 – 3:00 pm I Chino A (R)

Ten Strategies to a Successful Retirement

Achieve successful retirement through knowledge of what to look for when getting ready to retire. Consider ways to save and use money before and after retirement. Retain peer relationships and find new ways to use retirement to your advantage. Assess entertainment and personal goals.

Presenter: Rich Buse, Retired Northern Section

Risk Management

8:00 – 9:00 am I Mojave Learning Center (R)

Guardians of Security: Contracts and Insurance Review in School Risk Management

Dive into the core of effective risk management by understanding the pivotal role that contracts and insurance play in safeguarding educational institutions. Unravel the intricacies of contractual agreements and insurance policies, gaining practical insights into their impact on risk mitigation. Learn how meticulous review and strategic planning can fortify resilience against unforeseen challenges. Empower your team with the knowledge to navigate contractual intricacies and optimize insurance coverage, ensuring a comprehensive approach to risk management.

Presenters: Joe Costamagna, ARM, Schools Insurance Authority; Jennifer McCain, Alliance of Schools for Cooperative Ins. Programs (ASCIP)

2:00 – 3:00 pm I Smoketree F (CC)

Protecting Students in Athletics

Schools are expected to keep kids safe while playing sports. Obtain buy-in from athletic directors and others to improve sports programs. Share successes and challenges with risk management in athletics.

Presenter: Suzanne Trowbridge, Keenan & Associates

4:15 – 5:15 pm I Pueblo (R)

Deal or No Deal: Analyzing Recent Verdicts and Settlements in School Liability

Modeled after the game show 'Deal or No Deal,' delve into the legal landscape shaping risk management with an exploration of recent general liability insurance verdicts and settlements. Gain an understanding of emerging trends, precedents, and best practices to fortify your school's defense against potential liabilities. Arm yourself with the knowledge to navigate the complex interplay between legal outcomes and insurance coverage, ensuring your institution is well-prepared for the challenges ahead.

Presenters: Stephan Birgel, Alliance of Schools for Cooperative Insurance Programs; Reshan Cooray, Alliance of Schools for Cooperative Ins. Programs (ASCIP)

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Solutions Central

Solutions Central is a selection of programs offered by CASBO Partners. For a complete list of Solutions Central programs, visit the event app.

8:00 – 9:00 am I Palm Grove (CC)

Can I Still Get a Bond on the '24 Ballot?

California school district GO bonds fare best when on a presidential election ballot. However, the deadline to place a measure on the ballot is coming up fast. Learn if districts in your county can still place a bond measure on the ballot and, if so, what critical steps must be taken immediately to meet this looming deadline.

Presenter: Dale Scott, Dale Scott & Co.

8:00 – 9:00 am I Andreas (R)

Resilient & Equitable Schools: Maximize Inflation Reduction Act Funding for Your District

The federal climate bill – the IRA – increases funding for clean energy and climate initiatives to empower communities that accelerate infrastructure investments, especially in lowincome and disadvantaged communities. Learn how schools can take advantage of federal tax incentives to become more resilient, sustainable, and efficient while planning for weather and power considerations.

Presenter: Jennifer A. Chamberlin, ENGIE NA

2:00 – 3:00 pm I Palm Grove (CC)

Partners in Education: Solutions to Issues Impacting Educators and School Districts

Understanding the financial issues impacting educators and how those issues can affect school districts is the first step in developing solutions to help employees focus on their financial success and in turn can help employers improve retention.

Presenter: Tim Mazza, Horace Mann Companies

2:00 – 3:00 pm I Andreas (R)

Safeguard Staff and Prevent Litigation with Data-Lead Communications

Districts face distrust from parents and community with negative interactions, record requests and a lack of perceived value in the educational process. Determine ways to use data to safeguard and support. Create actionable communication with an environment of support for staff, teachers, students, and the community.

Presenter: Erik Elorriaga, School Innovations & Achievement

4:15 – 5:15 pm I Mesquite C (CC)

Customize Your Education Purchasing Priorities

Learn how district leaders use purchasing controls to fit their priorities, build efficiencies, and enable responsible purchasing districtwide.

Presenters: Heidi Axcell, Amazon Business; Doug Hassett, Amazon Business

4:15 – 5:15 pm I Palm Grove (CC)

Leadership Reflection: If I Could, What Would I Do Differently?

Gain leadership insights from former procurement professionals. Determine competing priorities and new initiatives while supporting daily operations. Share lessons learned from emergencies, public information requests, and tough customers. Consider increased contract management, automations and procurement pet peeves.

Presenters: Ria Diaz, PlanetBids, Inc.; Tammy L. Rimes, MPA, Tammy Rimes Consulting - PlanetBids

Daily Schedule I Tuesday, April 9

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Special Education

8:00 – 9:00 am I Mesquite F (CC)

Service Tracking: Documenting the Delivery of IEP Services

Review how CDE is monitoring IEP implementation of students' services. Document the delivery and non-delivery of services. Submit detailed delivery data to be used as supplemental documentation in IEP meetings and address concerns.

Presenter: Cristy Swenson, SEIS

2:00 – 3:00 pm I San Jacinto (R)

Redesigning CALPADS Data Collection for Students with Disabilities to Maximize Funding

The California Longitudinal Pupil Achievement Data System (CALPADS) is redesigning its collection of data for students with disabilities. Assess funding streams and sanctions that are driven by data reported and certified in CALPADS.

Presenter: Brandi Jauregui, California Department of Education

2:00 – 3:00 pm I Mesquite F (CC)

Technology's Journey through Contract Procurement

Technology in education is ever-changing, with more demand for knowledge. Learn challenges and strategies for procuring technology, including software subscriptions, equipment, systems, and educational applications. Different contracting vehicles, strategies and experiences utilizing these tools will be shared.

Presenters: Jennifer Louie, San Francisco USD; Raymond Situ, San Francisco USD

Technology

4:15 – 5:15 pm I Smoketree F (CC)

Safer Campuses with Integrated Technology School safety is essential to protect our students, teachers and staff. Integrate resources for a quicker response time to any school safety incident. Reduce response time significantly and support everyone to feel at ease when on campus.

Presenter: Joaquin Licea, Santa Paula USD

Transportation

8:00 – 9:00 am I San Jacinto (R)

Navigating Difficult Conversations for Transportation, Maintenance and Operations Leaders

Gain practical tips and strategies for having hard conversations, specifically with Maintenance, Operations, and Transportation employees. Learn how to plan, prepare for, and successfully navigate your way through courageous, yet crucial, conversations. Topics include framing the message, dealing with emotion, and providing effective feedback.

Presenter: Christina Giguiere, Capistrano USD

2:00

– 3:00 pm I Chino B (R)

Develop a Comprehensive Transportation Employee Handbook

Successful student transportation operations must adopt a comprehensive written reference guide for drivers and employees. Translate the theoretical knowledge into real applications, policies and procedures that are easily accessible. Avoid poor employee performance with foundational knowledge to develop or revise an existing employee handbook.

Presenter: Carlos Chicas, Capistrano Unified

Advancing your objectives in Education Policy and Finance

Government Relations | Strategic Consulting | Facilities

Our team of advocates are amoung the most respected and knowledgeable in California. We provide clients with a complete array of legislative, administrative, and public relation services - including budget and policy lobbying and advice, legislative representation, bill analysis, and representation before the State Board of Education, California Department of Education, and other administrative Agencies.

Kevin Gordon President

Abe Hajela Partner

Lee Angela Reid Parnter

Barrett Snider Partner

Jack O’Connell Partner

Daily Schedule I Wednesday, April 10

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Accounting

9:00 – 10:00 am I Mesquite A-B (CC)

Capital Assets - Recording & Accounting

Correctly code the cost of grading land to land, land improvements, and buildings. Track works in progress. Debate if a major repair qualifies as a capital project under building improvements or is expensed as maintenance. Clarify how to account for capital assets.

Presenter: Heather Rubio, CFE, Christy White

Chief Business Officials

9:00 – 10:00 am I Catalina (R)

Tales From The Trenches: How We Won Some Crazy Legal Battles

Law and Order. Perry Mason. All fiction! Come hear real legal stories about court cases and transactional matters from experienced school lawyers. The focus will be on what led to the legal disputes, and lessons learned. Take away tips on how to best set up for success when the challenges come… which they inevitably will.

Presenters: Harold Freiman, Lozano Smith; Phil Henderson, Orbach Huff & Henderson LLP

9:00 – 10:00 am I Santa Rosa (R)

Leveraging Laziness: Automate the Boring Stuff

We often find ourselves repeating the same tasks over and over again. Finding opportunities to automate regular operations frees up time to do more valuable work, improves the quality of work getting done, and allows for offloading those activities to others. Learn about tools you already have, and others you might start using, to gain more time and improve your organization.

Presenter: Chris Hobbs, MBA, Dublin USD

Facilities

9:00 – 10:00 am I Mesquite G-H (CC)

Construction Outlook 2024: Set Your School Projects Up for Success

Take an in-depth look at supply chain, material lead times, inflation, labor costs, labor shortages and other construction trends that impact the phasing and overall success for upcoming projects. Implement best practices to navigate challenges, mitigate delays and scope gaps on projects.

Presenters: Vince Madsen, Fullerton Joint UHSD; David Miranda, Long Beach USD; Justin Sinnott, Erickson-Hall Construction

Daily Schedule I Wednesday, April 10

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Financial Services

9:00 – 10:00 am I Madera (R)

Effective PowerPoint Design

Creating and presenting PowerPoints that are engaging and understandable to boards, staff, committees and other stakeholders.

Presenter: Kelli Moors, F3 Law

Human Resources

9:00 – 10:00 am I Pueblo (R)

Navigating Labor-Management Negotiations

Collective bargaining practices can vary widely from one school district to another based on culture, past practice and administrator turnover. Learn what is negotiable, what is not, and everything in between. Also explore effective negotiation strategies before, during, and after the negotiations process.

Presenters: Edd Bond, Santa Paula USD; Cynthia L. Carrillo, MBA, Santa Paula USD

Lead + Advance

9:00 – 10:00 am I Chino A (R)

From Entry Level to Management: Applying and Interviewing for the Next Job

There have never been more promotional opportunities in school business than now. Prepare yourself for the next level by learning what makes great candidates stand out, what HR and hiring managers look for, interviewing skills, and avoiding embarrassing mistakes.

Presenters: Rachel Austin, Carlsbad USD; Eric Dill, Carlsbad USD; Heather Gearing, Carlsbad USD

9:00 – 10:00 am I Smoketree F (CC)

The Brown Act for District Staff

The Brown Act is not just for board members. As board meeting agendas become longer and with the proliferation of technology, email and text messaging – the Brown Act's relevance grows. This knowledge is essential for every school district employee that works with the governing board.

Presenter: William Tunick, Dannis Woliver Kelley

Purchasing

9:00

– 10:00 am I San Jacinto (R) Purchasing Rapid Rounds

Discuss purchasing-related hot topics in a rapid round table format. Rotate through guided discussions with your peers on relevant topics, facilitated by members of the Purchasing Professional Council. This is a great opportunity to network and share ideas on how to manage common issues regarding: 1) Independent Contractors 'ABC's of AB 5'; and 2) Advanced Clean Fleet Regulations 'What Going Green Really Means.'

Presenters: Tiana Barton, Del Mar Union SD; Sharon Clay, Cajon Valley USD; Tracy Dreher, Livermore Valley Joint USD; Kevin Garcia, San Bernardino CSS; Charity Hastings, Alameda COE; Toni Jorge, Fresno USD

Daily Schedule I Wednesday, April 10

Schedule as of 3/25/24. Check CASBO2Go for updates. Locations: (CC) = Convention Center and (R) = Renaissance.

Risk Management

9:00 – 10:00 am I Mesquite D-E (CC)

How to Start a Successful Return to Work Program

Focus on the importance of having a Return to Work (RTW) Program. Returning employees to temporary transitional job duties from a Workers Comp-related injury, as soon as possible, is beneficial to both employers and employees. Consider how to monitor and manage the program.

Presenters: Donna Ain, Torrance USD; Nidra D. Kumaradas, Alliance of Schools for Cooperative Insurance Programs

Solutions Central

Solutions Central is a selection of programs offered by CASBO Partners. For a complete list of Solutions Central programs, visit the event app.

9:00 – 10:00 am I Andreas (R)

Bottom Line of Psychological Safety: Enhancing Team Performance

Explore the critical link between psychological safety and team performance and why a psychologically safe work environment is not just a matter of employee well-being, but a strategic and business imperative. Take tangible steps toward an atmosphere where your team will thrive, collaborate effectively, and enhance the school's success.

Presenters: Robert J. Cappuccio, AJ Gallagher/California Schools VEBA; Laura Josh, California Schools VEBA

Technology

9:00 – 10:00 am I Smoketree A-E (CC) Adventures in Using Artificial Intelligence (AI) in School Business

Explore the curiosity about AI possibilities in K12 education and school business. Strategize where the opportunities are and how to prepare for the future. Meet others to build a K12 school business AI support network.

Presenters: Jenny M. Delgado, Huntington Beach City SD; Thomas Tan, Ed.D., Huntington Beach City SD

Extend CASBO’s comprehensive benefits to your entire classified staff for one convenient price with an Organizational Subscription. Designed to offer local education agencies high value and maximize return on investment, benefits include:

Education & Professional Development

· Access to CASBO School Business University (SBU) featuring a growing library of on-demand learning for 15 disciplines plus 70+ soft-skill courses by the American Management Association.

· Exclusive discounts on Annual Conference, CBO Symposium, CBO Business Executive Leadership (BEL), workshops and more up to $1,000 each.

· Free tools, templates & resources for 15 school business disciplines, a $500 value.

Professional Networking

· Professional Roundtables, our virtual open forums connecting members to discuss hot topics.

· Community Groups access, our virtual discussion boards offering support and engagement 24/7.

Advocacy

· Exclusive live webinars offering insights into legislation, impacts on school business and best practices for implementation.

· Government relations opportunities to interact with elected officials and shape the future of California school business.

Best of all, Organizational Subscribers can lock in pricing through June 2027 and save up to $800 when all 3 years are paid upfront.* Hurry, this limited-time offer expires June 30, 2024.