CASBO 2021 Program Guide

Program Guide

CASBO

2 21 Annual Conference & California School Business Expo Virtual, April 7-8, 2O21 MENTOR • VISION • PURPOSE CASBO 2021 Annual Conference & California School Business Expo 1

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•

General Obligation Bonds

•

Tax and Revenue Anticipation Notes

•

Certificates of Participation

•

Interim Project Financing

•

Mello-Roos/CFD Bonds

•

Debt Refinancing/Restructuring

Mark Adler Managing Director 310 297-6010 mark.adler@psc.com

Rich Calabro Managing Director 310 297-6013 richard.calabro@psc.com

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Ivory Li Managing Director 415 616-1614 ivory.li@psc.com

Trennis Wright Senior Vice President 310 297-6018 trennis.wright@psc.com

Ilya Barats Associate 310 297-6016 ilya.barats@psc.com

Jessica Burst Associate 310 297-6035 jessica.burst@psc.com

Pam Hammer Office Supervisor 310 297-6023 pamela.hammer@psc.com

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4 CASBO 2021 Annual Conference & California School Business Expo

Table of Contents Schedule at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8

President Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11

CEO Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Associate Member Committee Chair Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Annual Conference Committee & Volunteer Task Force Chairs Greetings . . . . . . . . . . . . . . . 17 CASBO Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 CASBO Annual Conference Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Past Presidents and Conference Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Virtual Annual Conference Attendance Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Virtual Expo & Exhibitor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Wednesday Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Thursday Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Wednesday Workshop Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Thursday Workshop Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Advertiser Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

CASBO 2021 Annual Conference & California School Business Expo 5

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Introduction CASBO 2021 Annual Conference & California School Business Expo Mentor • Vision • Purpose

Welcome to the CASBO 2021 Annual Conference & California School Business Expo, your two-day headquarters for training activities that are the heart of CASBO professional development, visionary thinking to guide you in embracing the challenges of the moment, and purposeful learning to help you create a dynamic organizational infrastructure.

No matter the challenges you’re facing in the current environment, you’ll find solutions here, and it all takes place on a custom virtual platform that lets you seamlessly connect with presenters, colleagues, partners and vendors. Our platform also amplifies the California School Business Expo, your trusted location for identifying problem-solving solutions and programs.

Welcome, MVPs!

CASBO 2021 Annual Conference & California School Business Expo 7

Schedule at a Glance CASBO 2021 Annual Conference & California School Business Expo Virtual | Wednesday, April 7, to Thursday, April 8, 2021

WEDNESDAY, APRIL 7, 2021 8:00 a.m. – 9:00 a.m.

Expo Open (Group 1 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

9:15 a.m. – 10:45 a.m.

First General Session

with keynote speaker Kelly Swanson

10:00 a.m. – 11:00 a.m.

Expo Open (Group 2 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

11:00 a.m. – 12:00 p.m.

Workshop Breakout Sessions

12:30 p.m. – 1:30 p.m.

Expo Open (Group 3 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

12:15 p.m. – 1:15 p.m.

Lunch Break

1:30 p.m. – 2:00 p.m.

Solution Circles

sponsored by Forecast5 Analytics, Inc.; Keenan; and

Raymond James & Associates

2:15 p.m. – 3:15 p.m.

Workshop Breakout Sessions

3:30 p.m. – 4:30 p.m.

Expo Open (Group 4 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

8 CASBO 2021 Annual Conference & California School Business Expo

New to Annual Conference or the profession? Be sure to attend the General Sessions to learn a little more about CASBO! See details on pages 34 & 36!

THURSDAY, APRIL 8, 2021 8:00 a.m. – 9:00 a.m.

Expo Open (Group 4 Exhibitors) –

Live Chat With Exhibitors

8:00 a.m. – 9:00 a.m.

Workshop Breakout Sessions

9:15 a.m. – 10:45 a.m.

Second General Session

with keynote speaker Shola Richards

10:00 a.m. – 11:00 a.m.

Expo Open (Group 3 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

11:00 a.m. – 12:00 p.m.

Workshop Breakout Sessions

12:30 p.m. – 1:30 p.m.

Expo Open (Group 2 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

12:15 p.m. – 1:15 p.m.

Lunch Break

1:30 p.m. – 2:00 p.m.

Solution Circles

sponsored by COLBI; and KeyAnalytics, a division of

California Financial Services

2:15 p.m. – 3:15 p.m.

Expo Open (Group 1 Exhibitors) –

Dedicated Expo Time / Live Chat With Exhibitors

no workshops in session

3:30 p.m. – 4:30 p.m.

Workshop Breakout Sessions

4:30 p.m. – 5:00 p.m.

Closing Session

CASBO 2021 Annual Conference & California School Business Expo 9

Smart business. Smart schools.™

President Greeting

Jamie Dial Assistant Superintendent, Business Services Kings County Office of Education CASBO President

Welcome to the fully virtual CASBO 2021 Annual Conference & California School Business Expo! We’re thrilled to have you join us as we gather with education leaders to engage in professional learning sessions designed to give you strategies to meet the moment, hear from inspirational thought leaders and connect with like-minded colleagues.

We’re taking online learning to new heights with a custom platform that allows you to chat with presenters, participate in question-and-answer sessions and meet with solution providers and problem-solvers in virtual booths. Plus, you can return to conference content again and again for 30 days.

I can’t wait to join you online to start tackling the challenges of the moment through visionary and purposeful learning!

CASBO 2021 Annual Conference & California School Business Expo 11

Established Expertise

We’ve served school districts and their employees for more than 30 years.

Our Knowledge of California School Districts

We act as the TPA for more than 300 school districts including eight offices of education.

Never Charging District Fees

Our TPA services are free to your district and employees.

CALL 800.462.8328, ext. 4727 EMAIL rpa@schoolsfirstfcu.org

Smart business. Smart schools.™

CEO Greeting

Tatia Davenport CASBO Chief Executive Officer

Just as the education landscape has changed over the past year, so has the CASBO Annual Conference. The disruption has led us to reimagine our event, bringing it to a dynamic platform where, for two action-packed days, you’ll connect and learn along with some of the best minds in education.

Get ready to engage with like-minded school business professionals, be inspired by national education thought leaders and find solutions to your most challenging issues. As lifelong learners, we know you’ll appreciate how we’re delivering the learning you need now … and accessing all of it from the comfort of your own workspace.

Let’s go!

CASBO 2021 Annual Conference & California School Business Expo 13

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 | Bridge Financings | 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.

Let us help you achieve your financing goals.

Visit www.stifel.com/publicfinance or contact a member of our School Finance Group: 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 J. Ruiz Director (415) 364-6856 rruiz@stifel.com

Southern California | Los Angeles Office

Dawn Vincent

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

* Source: Thomson Reuters SDC, Ranked No. 1 in California K-12 bonds by par amount and number of issues in 2020.

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

14 CASBO 2021 Annual Conference & California School Business Expo

Robert Barna

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

Associate Member Committee Chair Greeting

Brent Stickler Vice President Southwest School & Office Supply CASBO Associate Member Committee Chair

CASBO’s associate members welcome you to CASBO 2021 and the amazing opportunity to help you find solutions to the unprecedented challenges that have emerged in education over the past 12 months. Your associate members are problem-solvers at heart, and we’re standing by to answer your questions, help you tackle your stickiest problems and advise you on best practices.

For now, we’re doing that from a distance, but thanks to state-of-the-art technology, we’re just a click away and are happy to connect during the conference, in virtual booths or after the event to collaborate.

We thank you for the opportunity to connect and serve!

CASBO 2021 Annual Conference & California School Business Expo 15

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Smart business. Smart schools.™

Smart business. Smart schools.™

Annual Conference Committee & Volunteer Task Force Chairs Greetings

Chris Davis Chief Business Official Arvin Union School District CASBO Annual Conference Committee Chair

Christina Aguilar Assistant Superintendent, Business Services Downey Unified School District CASBO Annual Conference Volunteer Task Force Chair

Thank you for joining us at the CASBO 2021 Annual Conference & California School Business Expo. It has been an honor to design a program and virtual platform to meet the learning needs of school business leaders during these ever-evolving times.

We couldn’t have done it without the support and diligence of our committee members who have poured their hearts into creating an unprecedented professional development experience to help you meet the challenges you’re facing today and into the future. Please join us in thanking our volunteers for their hard work.

Now, let the learning begin! Take a few minutes to review the program, plan a learning journey and prepare your learning space. We can’t wait to see you online as we gather to advance the profession, sharpen your skills and help you scale initiatives to support your entire organization!

CASBO 2021 Annual Conference & California School Business Expo 17

Thank You Partners Strategic Alliance Partners

Premier Plus Partners

Premier Partners

AMBIA

ASSOCIATION MEMBER BENEFITS & INSURANCE AGENCY CA AMBIA LIC 0I96562

18 CASBO 2021 Annual Conference & California School Business Expo

E M P L O Y E R B E N E F I T S O L U T I O N S F O R E D U C AT I O N

“Any company that is considering working with American Fidelity, they can’t go wrong.”

Nina Boyd Associate Superintendent, Orange County Dept. of Education

See more of this story: americanfidelity.com/California

Smart business. Smart schools.™

Geoff Hinton SoCal Office • (800) 365-9180 SB-32700-0619

American Fidelity Assurance Company

Thank You Annual Conference Sponsors Innovators

Leaders

Experts

Strategic Alliance Partner Sponsors

Premier Plus Partner Sponsors

Premier Partner Sponsors

CASBO Associate Member Committee

Smart business. Smart schools.™

Brad Keenan Assistant Vice President Property & Casualty Keenan

Darin Ditmar, TGPC TPA Relationship Specialist SchoolsFirst Federal Credit Union

Erica Gonzalez Managing Director Stifel

Mike Reorowicz Sales Manager K-12 California CDW Government LLC

David Burdick Executive Vice President TerraVerde Energy

CASBO 2021 Annual Conference & California School Business Expo 21

People CASBO OFFICERS President Jamie Dial, Kings COE President-Elect Richard De Nava, San Bernardino County Supt. of Schools Vice President Diane Deshler, Lafayette SD Immediate Past President Molly Schlange, University Preparatory School BOARD OF DIRECTORS Shasta Cascade Section Director Paul Ziegler, Eureka CSD Sacramento Section Director Kristi Blandford, Folsom Cordova USD Northern Section Director Eric Dill, Santa Clara COE Central Section Director Chris Mano, Burton School District Eastern Section Director Jayne Christakos, San Bernardino City USD Southern Section Director Lydia Cano, Baldwin Park USD San Diego/Imperial Section Director Tina Douglas, San Dieguito Union HSD Associate Member Committee Chair Brent Stickler, Southwest School & Office Supply Ex Officio Member Tatia Davenport, CASBO

Workshop descriptions begin on page 44 and are arranged by date & discipline. Mix and match to get the best learning you need for your job role!

ANNUAL CONFERENCE COMMITTEE Chair Chris Davis, Arvin Union SD Assistant Chair Sara Slater, Long Beach USD Immediate Past Chair Leeann Errotabere, Clovis USD Accounting Professional Council Chair Jennifer Miller, Moreno Valley USD CBO Professional Council Chair Diane Deshler, Lafayette SD Child Nutrition Professional Council Chair Andrew Soliz, San Mateo-Foster City SD Facilities Professional Council Chair Sara Slater, Long Beach USD Financial Services Professional Council Chair Aaron Heinz, Colusa COE Human Resources Professional Council Chair Debra Marquez, California University of Science & Medicine Maintenance & Operations Professional Council Chair Paulo Azevedo, San Ysidro SD Payroll Professional Council Chair Mike Stribling, Riverside COE Purchasing Professional Council Chair Genevieve Gilmore, Ventura USD Retiree Professional Council Chair Deborah Harris, Retired Risk Management Professional Council Chair Jennifer McCain, Schools Insurance Authority Technology Professional Council Chair DeWayne Cossey, Vista USD Transportation Professional Council Chair Matt Sanchez, Elk Grove USD Associate Member Committee Representative Lisa Ryker, WLC Architects, Inc. Annual Conference Volunteer Task Force Representative Christina Aguilar, Downey USD

22 CASBO 2021 Annual Conference & California School Business Expo

ANNUAL CONFERENCE VOLUNTEER TASK FORCE Chair Christina Aguilar, Downey USD Assistant Chair Angel Kellogg, Downey USD Task Force Members Jayne Christakos, San Bernardino City USD Chris Cuevas, American Fidelity Elvia Galicia, Los Alamitos USD Katie Hylton, San Bernardino County Supt. of Schools Susana Lopez, Moreno Valley USD Phillip McDermott, Sierra School Equipment Co. Maricela Ordonez, Southwest Transportation Agency Amanda Phillips, Escondido Union HSD Sara Slater, Long Beach USD CASBO President 2020-21 Jamie Dial, Kings COE CASBO Chief Executive Officer Tatia Davenport CASBO Staff Lori Smith CASBO STAFF Tatia Davenport, Chief Executive Officer Sara Bachez, Chief Governmental Relations Officer John-Paul Bustamante, Chief Financial Officer David Loyola, Vice President, Marketing Operations & Membership Elizabeth Esquivel, Senior Director, Policy & Governance Jon Wilhite, Director, Professional Development Lori Smith, Director, Conference & Events Michelle Neto, Governance Liaison Tricia Meister, Manager, Partnerships & Sponsorships Joyce Tribbey, Manager, Communications Melissa Martinez, Manager, Professional Development Cathy Lage-Woods, Accountant

Melissa Gandy, eLearning Specialist Katie Altamura, Certification Specialist Priscilla Rios, Workshop Specialist Bonnie Abramson, Membership Services Specialist Matt Raymond, Membership Sales Specialist Christina Nordin, Marketing Specialist Kate Henneinke, Technology Integration Specialist Caryl Frye, Accounting Assistant Molly McGee Hewitt, Ph.D., CAE, Consultant Judy Miller, Special Projects Laura Bohannon, Manager, California School Business Expo ASSOCIATE MEMBER COMMITTEE Chair Brent Stickler, Southwest School & Office Supply Assistant Chair David Creech, AIG Retirement Services Immediate Past Chair Michael Dodge, Key Analytics, a division of California Financial Services Immediate Past President/Officer Molly Schlange, University Preparatory School Members John Baracy, Raymond James & Associates Tom Barentson, Southland Industries Sean Baum, MeTEOR Education Rick Brown, TerraVerde Energy Keith Brown, Keenan Jeff Carew, Forecast5 Analytics, Inc. Chris Cuevas, American Fidelity Heather Daud Rubio, Christy White, Inc. Harold Freiman, Lozano Smith Tim Helm, Image Source Drew McAlister, Tarkett Eugene Murray, CASBO Past President 1993-94 Erica Peterson, School Innovations & Achievement Matt Phillips, School Services of California, Inc. Lisa Ryker, WLC Architects, Inc.

CASBO 2021 Annual Conference & California School Business Expo 23

Past Presidents PAST PRESIDENTS AND CONFERENCE SITES (Organizational), 1928, Oakland W.E. Whalen, 1928-29, Los Angeles W.E. Record, 1929-30, San Francisco David P. Hardy, 1930-31, Fresno George Yelland, 1931-32, Long Beach L.L. Smith, 1932-33, Bakersfield William H. Cox, 1933-34, Alameda John T. Cate, 1934-35, Coronado J. W. Edgemond, 1935-36, Fresno Arthur A. Knoll, 1936-37, San Francisco John A. Ormond, 1937-38, Riverside S.C. Joyner, 1938-39, Oakland Donald B. Rice, 1939-40, Coronado Walter Barber, 1940-41, N/A Vaughn D. Seidel, 1940-41, El Monte Al P. Mattier, 1941-42, Coronado M.P. Haviken, 1942-43, Fresno John D. Berger, 1943-44, Fresno Clyde S. Yerg, 1944-45, Fresno Louis L. Cunningham, 1945-46, San Diego Harold Yost, 1946-47, Santa Cruz Tom K. Hounsley, 1947-48, Coronado Ralph J. Raitt, 1948-49, Santa Cruz A.S. Nibecker Jr., 1949-50, Coronado Ralph C. Dailard, 1950-51, Hobergs Joseph P. McElligott, 1951-52, Coronado Rhodes Elder, 1952-53, Coronado

Thomas H. McCandless, 1953-54, Santa Cruz Donald D. Cunliff, 1954-55, Coronado J.C. Trombetta, 1955-56, San Francisco Myron A. Hesse, 1956-57, Coronado Clifford R. Metz, 1957-58, Los Angeles Owen J. Cook, 1958-59, San Diego George H. Geyer, 1959-60, Fresno George C. McGinnis, 1960-61, Los Angeles Ernest W. Carl, 1961-62, Berkeley Joseph F. Fogarty, 1962-63, Coronado Edgar C. Egly, 1963-64, Bakersfield James C. Roos, 1964-65, Los Angeles Jack R. Sadler, 1965-66, San Francisco Robert A. Webber, 1966-67, Coronado Albert J. Churchman, 1967-68, Fresno Robert G. Barnes, 1968-69, Anaheim H Marshall Hansen, 1969-70, Sacramento Eldon E. Price, 1970-71, Los Angeles Robert L. Michell, 1971-72, San Francisco Robert Fisher, 1972-73, San Diego Richard B. Eaton, 1973-74, Lake Tahoe Anthony V. Trovato, 1974-75, San Francisco Donald W. Luce, 1975-76, Los Angeles James Graves, 1976-77, San Diego Lewis E. Holtman, 1977-78, Fresno Ira S. Carter, 1978-79, Lake Tahoe John C. Wolfe, 1979-80, San Francisco Herman L. Pede, 1980-81, Los Angeles George C. Palmer, 1981-82, San Diego

24 CASBO 2021 Annual Conference & California School Business Expo

Diego

Peter A Lippman, 1982-83, Fresno Arthur O. Bachelor, 1983-84, Lake Tahoe Carl E. Thompson, 1984-85, Monterey Howard A. Erickson, 1985-86, Anaheim Calvin A. Hall, 1986-87, San Diego Lydia L. Lobdell, 1987-88, Fresno Anthony R. Turcotte, 1988-89, Lake Tahoe Stanley A. Flandi, 1989-90, Monterey Benny E. Langley, 1990-91, Anaheim Marlene Brownell, 1991-92, San Diego Charles Hanson, 1992-93, Fresno Eugene W. Murray, 1993-94, Sacramento Helen D. Kerrian, 1994-95, San Jose David L. Hurlbut, 1995-96, Long Beach Pat Gibbons, 1996-97, San Diego Mary W. Turcotte, 1997-98, Sacramento Charlene Timilione, 1998-99, Anaheim Sarah Hart, 1999-00, Ontario Ron Damschen, 2000-01, Santa Clara Barbara Dean, 2002-03, San Diego

Susan Murai, 2003-04, Sacramento Nick Ferguson, 2004-05, Anaheim Pearl Iizuka, 2005-06, San Diego Lora Duzyk, 2006-07, San Jose Bill McGuire, 2007-08, Anaheim Eric D. Smith, 2008-09, San Diego Sharon Ketcherside, 2009-10, Sacramento Renee Hendrick, 2010-11, Anaheim Gary Matsumoto, 2011-12, San Diego Michael Johnston, 2012-13, Long Beach Rich Buse, 2013-14, Sacramento Vince Christakos, 2014-15, San Diego Leeann Errotabere, 2015-16, Pasadena Melissa Anderson, 2016-17, Long Beach Nina Boyd, 2017-18, Sacramento Christina Aguilar, 2018-19, San Diego Molly Schlange, 2019-20, Palm Springs* *Canceled due to the COVID-19 pandemic.

Building stronger communities. Building stronger schools.

We are in this together.

Cerritos | Fresno | Irvine | Marin | Pasadena | Pleasanton | Riverside | Sacramento | San Diego

Strength through Diversity www.aalrr.com • Cerritos | Fresno | Irvine | Marin | Pasadena | Pleasanton | Riverside | Sacramento | San Diego

CASBO 2021 Annual Conference & California School Business Expo 25

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F O R E C A S T 5 A N A LY T I C S . C O M

Smart business. Smart schools.™

©2021 Forecast5 Analytics. All Rights Reserved.

F5CASBOMAGHP2021

Virtual Conference Attendance Tips Just as K-14 education transitioned to virtual learning, so has professional development.

And thanks to custom platforms, interactive technology, and new ways to connect and share, virtual learning is putting school leaders in the driver’s seat like never before when it comes to focusing and personalizing their professional growth.

That’s certainly the case at CASBO 2021! Here are 11 tips to help you make the most of our virtual event: 1. Clear your calendar.

This way, you’ll be able to participate as you would at an in-person event – fully present and fully focused. So close your email, turn off notifications, put away your phone and let folks know you’re “out of office.”

2. Set learning goals.

What topics do you need more information about? What new product or service do you want to investigate? What keynoter are you excited to watch? By reflecting on these questions and matching your learning goals to the conference program, you’ll be sure to get the most out of the event.

3. Connect with others via chat.

At a face-to-face event, you’d engage in casual conversations before sessions and in the hallways. Thanks to the live chat feature during conference sessions, you can still do that!

Use the chat feature to ask a question, share resources or applaud a great presentation.

4. Take notes, save links and keep track of resources.

Like all learners, adults can get more out of a presentation by taking notes. Plus, you can swap those notes with others and get copies of theirs. Remember to include key links and jot down any other great resources that are shared during a session or in the chat.

5. Provide feedback.

Presenters put a lot into session preparation, and they may be nervous. Be sure to provide feedback if asked, give presenters kudos for a strong presentation and be active in the chat if you have input.

6. Allow for technical difficulties.

As school leaders everywhere have learned, technology isn’t always perfect. Give presenters some grace. Don’t get frustrated if there are technical difficulties during a presentation.

Instead respond with empathy, knowing that everyone is doing their very best!

7. Set aside time to visit the virtual expo hall.

Imagine how many booths you can stop by in a virtual format! You’ll take fewer steps, but you’ll make oh so many more connections. And our partners, sponsors and exhibitors are standing by to meet with you!

28 CASBO 2021 Annual Conference & California School Business Expo

8. Build in snack and meal breaks.

Don’t let “hanger” get in the way of your learning. Remember to allow time during conference days to grab a coffee, have a snack and eat lunch.

9. Allow for stand-and-stretch breaks.

You don’t have to be confined to your chair during a virtual conference. Build in breaks between sessions to take a short walk or stand and stretch. Activity, even just standing or walking in place, can wake you up and get you refocused on the content at hand.

10. Set up time to review and re-watch.

A benefit of virtual conferences is that sessions are often available on demand, whether during the conference or right after. If there is a session you want to re-watch or quickly review again, you can – CASBO 2021 content will be available to review for 60 days!

11. Create space and time for reflection.

Plan time to debrief yourself, and perhaps your entire team, on what you learned during the conference. Debriefing with others is an excellent way to increase your motivation and provide some accountability. Plus, growing a team of informed change-makers advances your entire organization!

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CASBO 2021 Annual Conference & California School Business Expo 29

Smart business. Smart schools.™

All of us at School Services of California Inc. thank California’s school business officials for their resourcefulness, tenacity, and leadership.

We are excited to assist you as you inspire California’s next generation of leaders.

Public Education’s Point of Reference for Making Educated Decisions Since 1975 1121 L Street, Suite 1060 Sacramento, CA 95814 (916) 446-7517 www.sscal.com

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 Uses Existing District Data  Experienced Consultants every step of the way  State of the Art Keystone Platform

Visit us online: www.KeyAnalytics.org Smart business. Smart schools.™

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SISC is the largest public school pool in the U.S. offering workers’ compensation, property and liability, health benefits and other value-added services. We have the purchasing power to negotiate the widest variety of insurance products at the lowest possible cost.

Interested in membership?

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32 CASBO 2021 Annual Conference & California School Business Expo

2/15/19 9:45 AM

Exhibitors CASBO 2021 California School Business Expo Wednesday, April 7 – Thursday April 8, 2021 A variety of exhibitors will participate in our first-ever virtual California School Business Expo. Join them as they showcase their products and services and take some time to visit with them during each day’s dedicated hours, when you can chat with them one-on-one!

Dedicated Expo Hours / Live Chat With Exhibitors

except for Thursday from 8:00 to 9:00 a.m., no workshops will be in session at this time

Wednesday, April 7, 2021 8:00 a.m. to 9:00 a.m.

10:00 a.m. to 11:00 a.m.

12:30 p.m. to 1:30 p.m.

3:30 p.m. to 4:30 p.m.

To see the list of exhibitors, please visit http://bit.ly/CASBO2021Exhibitors

Thursday, April 8, 2021 8:00 a.m. to 9:00 a.m.

10:00 a.m. to 11:00 a.m.

12:30 p.m. to 1:30 p.m.

2:15 p.m. to 3:15 p.m.

CASBO 2021 Annual Conference & California School Business Expo 33

Wednesday Events FIRST GENERAL SESSION Wednesday, April 7, 2021 9:15 a.m. to 10:45 a.m.

Call to Order and Welcome Jamie Dial CASBO President Student Entertainment Clovis West High School Marching Band Clovis Unified School District Introduction of CASBO Officers and Past Presidents

KEYNOTE SPEAKER Kelly Swanson Sponsored by the CASBO Associate Member Committee

Kelly Swanson is an award-winning storyteller, comedian, motivational speaker and creator of “Prides Hollow,” where her wacky cast of southern characters have charmed audiences from coast to coast for over 20 years.

Swanson was a featured entertainer for Holland America Cruise Lines and has been called “one of North Carolina’s funniest women” by Our State Magazine. She speaks in over 70 venues a year, leaving a trail of happy customers and fans.

With wacky wit, powerful stories and a message you can take back to work and use on Monday, Swanson creates unforgettable, hilarious and inspiring motivational keynote programs that help you master the art and business of story to have more impact and influence in your life and in your work … because if you can change your story, you can change your life. If you can change your story, you can change your business. If you can change your story, you can change your world!

Kelly Swanson

Swanson holds a bachelor’s degree in English from Appalachian State University, in Boone, North Carolina; and has won awards from the Film Advisory Board of Hollywood and the National Association of Parenting Publications. Her work has been featured extensively in both online and print publications; and she is the author of “Who Hijacked My Fairy Tale,” “The Land of If Only,” “The Gutsy Girls Pocket Guide to Public Speaking,” and “You. Your Story.

Make An Impact.”

34 CASBO 2021 Annual Conference & California School Business Expo

CALIFORNIA SCHOOL BUSINESS EXPO Wednesday, April 7, 2021 Dedicated Expo Hours / Live Chat With Exhibitors

no workshops will be in session at this time

Wednesday, April 7, 2021

Expo closed for lunch from 12:15 p.m. to 1:15 p.m.

8:00 a.m. to 9:00 a.m.

10:00 a.m. to 11:00 a.m.

12:30 p.m. to 1:30 p.m.

3:30 p.m. to 4:30 p.m.

Visit more than 115 exhibits with educational information. Meet suppliers and service providers. Find solutions to district problems.

Discover new technology and products.

SPONSORED SOLUTION CIRCLES Wednesday, April 7, 2021 1:30 p.m. to 2:00 p.m.

With CASBO Strategic Alliance Partner Forecast5 Analytics, Inc. Fast Four: Strategies to Address Four of Your Most Pressing Challenges There has been no shortage of challenges school districts have faced throughout the pandemic. In this session, we’ll explore four specific issues and outline the ways in which districts can use technology to both strategically and successfully navigate them. Join us as we review the fiscal impact of declining enrollment; maintaining fiscal solvency during the pandemic; aging facility infrastructure and the trouble with distance learning; and using federal COVID-19 relief funds to address learning loss and effective interventions.

in the coming years, these programs will undoubtedly be looked to as a source of immediate fiscal relief. Unbeknownst to many districts, there are several different benefit options and financial vehicles schools can use when designing an early retirement incentive. In this session, we’ll provide you with an introduction to and education about these benefit options so you can design and offer the most thoughtful and successful early retirement incentives.

With CASBO Premier Partner Raymond James & Associates Gubernatorial Recall Election Effort: Would Proposition 39 Elections Be Allowed?

If there is a gubernatorial recall election this year, will Proposition 39 general obligation (GO) bond elections be allowed? If so, what would that process be? In this session, we’ll discuss the possibilities of a potential recall election and what the ramifications might mean with respect to GO bond elections.

BACK BY POPULAR DEMAND! Partner-Presented School Business Workshops. Choose one that works for you! Look for the sessions marked “SB” in the workshop descriptions beginning on page 50.

With CASBO Premier Plus Partner Keenan Early Retirement Incentives … NOT Just an Annuity!

Early retirement incentives are a powerful tool for California’s local education agencies.

As we face significant budgetary headwinds

CASBO 2021 Annual Conference & California School Business Expo 35

Thursday Events SECOND GENERAL SESSION Thursday, April 8, 2021 9:15 a.m. to 10:45 a.m.

Call to Order and Welcome Jamie Dial CASBO President Student Entertainment Arcadia High School Marching Band Arcadia Unified School District Presentation of Election Results Molly Schlange CASBO Immediate Past President and Nominations & Elections Committee Chair Introduction of Incoming CASBO Officers Installation of CASBO 2021-22 President Jamie Dial CASBO President Remarks Richard De Nava CASBO President-Elect

Shola Richards

KEYNOTE SPEAKER Shola Richards

Shola Richards’ life’s mission is an ambitious one: Ending generations of professional suffering by changing how we treat each other at work. He’s achieving this mission through his roles as a coach, consultant, author and speaker who addresses toxic behavior in the workplace and guides organizations to creating healthy environments that beget meaningful, high-quality work – and fulfilled employees.

Richards’ books, “Go Together: How the Concept of Ubuntu Will Change How You Live, Work and Learn” and “Making Work Work: The Positivity Solution for Any Work Environment,” articles and presentations are creating a revolution that teaches leaders and employees how to protect the professionalism of our company cultures, the preciousness of our time, the strength of our talents, the dignity of ourselves and the mutual respect of one another.

A keynote speaker and positivity writer with a passionate worldwide following, Richards’ articles and wildly popular “Go Together Movement” email series have been read in over 160 countries. His work has been featured on the “Today Show,” “CBS This Morning,” and in Forbes, Black Enterprise, Complete Wellbeing India, Business Insider Australia and numerous other outlets worldwide who recognize him as an authority on workplace happiness and engagement. As a speaker, he has shared his transformative message with leading healthcare organizations, top universities, Silicon Valley, the motion picture industry, on the TEDx stage and, in his greatest honor to date, as a keynote speaker for the Department of Homeland Security three days before the 15th anniversary of 9/11.

36 CASBO 2021 Annual Conference & California School Business Expo

CALIFORNIA SCHOOL BUSINESS EXPO Thursday, April 8, 2021 Dedicated Expo Hours / Live Chat With Exhibitors

except from 8:00 to 9:00 a.m., no workshops will be in session at this time

Thursday, April 8, 2021

Expo closed for lunch from 12:15 p.m. to 1:30 p.m.

8:00 a.m. to 9:00 a.m.

10:00 a.m. to 11:00 a.m.

12:30 p.m. to 1:30 p.m.

2:15 p.m. to 3:15 p.m.

Visit more than 115 exhibits with educational information. Meet suppliers and service providers. Find solutions to district problems.

Discover new technology and products.

track and manage cash flow and integrate and report on all key components, including revenues, budgets, contracts, change orders, encumbrances and expenditures, from inception to completion.

With CASBO Premier Plus Partner COLBI Taking the Project Record Digital Many districts are moving their project records to digital storage and retrieval, which presents both advantages and pitfalls. In this session, we’ll discuss real-world lessons learned and explain what needs to be kept and why, as well as how to organize your records so that you (or your successor) can find what you need in the future.

CLOSING SESSION Thursday, April 8, 2021 4:30 p.m. to 5:00 p.m.

SPONSORED SOLUTION CIRCLES Thursday, April 8, 2021 1:30 p.m. to 2:00 p.m.

With CASBO Premier Plus Partner KeyAnalytics, a division of California Financial Services Setting Up and Managing Your Bond and School Facility Funding Programs for Success School facility funding programs have many components, including various revenue sources, multiple school projects, a variety of budget estimates and an extended building period. These programs are typically fluid in nature, with periodic changes being the only constant, making it important to set up your bond and school funding program components to provide key decision-makers and end-users with a means to monitor, access, update and analyze project data in an easy and efficient manner, as well as ensure compliance with all federal, state and local requirements. In this session, we’ll explain how to effectively set up and manage your bond and school facility funding programs so you can accurately record,

Be sure to visit our exhibitors! They’ve got solutions to help you be more efficient, more effective and more student-centered!

CASBO 2021 Annual Conference & California School Business Expo 37

Because isn’t enough Horace Mann is giving all educators complimentary access to its Student Loan Solutions suite of student loan management resources in appreciation for all they’re doing during the COVID-19 pandemic.

“Distance lea is extreme rning ly on small ch hard ildren.”

ut ry abo “I wor udents my st e now.” or even m

“The am o of wo unt overwh rk is elming.”

Access to Horace Mann’s wealth of student loan management resources can help educators address one of their major financial concerns and help keep good teachers in education.

Learn more at horacemann.com/student-loan-debt-help.

Source: Horace Mann Educators Student Loan Debt Study, June 2020 AM-C04513 (Sep. 20)

Capital Building Program Solutions Software - Service - Training - Controls

SOFTWARE AND SERVICES TO MOVE YOUR CAPITAL FACILITY PROGRAM FORWARD

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Facilities accounting and program management

We are COLBI! From the first budget to the final project closeout and everything in between, COLBI is supporting over 250 California school districts manage capital facility programs well.

Our software tools, training, and expertise help carry the heavy load of planning and executing your facility program creating a real-time environment of informed decision-making and quality reporting.

SM

Prequalification of Bidders and CUPCCAA Contractors

Document Processing and Storage

Facilities Accounting Services Team

Online controlled bidding Jon Patterson

Director of Business Development (951) 377-4266 JPatterson@ColbiTech.com

ColbiTech.com

Smart business. Smart schools.™

csjpa.org | (909) 763-4900

When you need school furniture, Virco is here to help.

Throughout our 70-year history, Virco has been a US manufacturer committed to supporting our K-12 community.

Virco offers Quick Ship and Campus Basics Programs, which include a selection of stocked furniture favorites that are ready to ship when you need them.

02/21 REF# 20101 ©2020 Virco, Inc.

virco.com • 800-448-4726

Your school counts on you.

Count on us.

Superintendent Jeff Schwiebert in the fitness area of the all new Sartell High School.

Building for the future Students in Sartell, Minn., now have room to grow thanks to a new 290,000 square foot high school. Balancing taxpayer expectations and school and student needs, school leaders turned to cooperative purchasing to procure quality products at an affordable cost.

With access to contracts for buildings, furnishings, and financing, your school can also build for the future with your government partner, Sourcewell.

Learn more: sourcewell.co/casbo_lockers

Sourcewell is your government source for more than 400 cooperative contracts.

sourcewell-mn.gov

Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance, accounting and consulting services.

Certified Public Accountants serving K-12 School Districts and Charter Schools throughout California CORPORATE OFFICE 348 Olive Street, San Diego, CA 92103 Toll-Free: (877) 220-7229 | Phone: (619) 270-8222 | Fax: (619) 260-9085 www.christywhite.com | info@christywhite.com

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For questions or if you have any interest in our services, please call or email us at info@christywhite.com

CASBO 2021 Annual Conference & California School Business Expo 43

Wednesday Workshop Sessions Accounting

Chief Business Officials

SESSION ID: ACT TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Desilofication While we may be working towards a common purpose, we often find ourselves working in silos. This presentation discusses the different types of silos and why it is important to break those barriers.

Speaker: Dinah Felix, Director, Business Services, Placentia-Yorba Linda USD Speaker: Jennifer Miller, Director, Business Services, Moreno Valley USD

SESSION ID: CBO TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Hot Topics in School Finance This live workshop will provide an engaging overview of hot topics and other pressing issues in school finance. We’ll specifically discuss budget proposals for 2021-22, and attendees will have a chance to ask questions of the experts.

Speaker: Leilani Aguinaldo, Director, Governmental Relations, School Services of California, Inc. Speaker: Danyel Conolley, Director, Management Consulting Services Speaker: John Gray, President and CEO, School Services of California, Inc. Speaker: Matt Phillips, CPA, Director, Management Consulting Services

SESSION ID: ACT TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Lessons Learned: Looking Back, Looking Forward, Planning Ahead This presentation looks at strategies utilized in the past and discusses what was learned from previous recessions. It will provide useful tools for looking forward and planning for future economic downturns.

Speaker: Janet King, Director of Fiscal Services, San Bernardino City USD Speaker: Dusty Nevatt, CBO, Alvord USD

Be sure to visit our new Solution Circles today from 1:30 to 2:30 p.m. There are three sessions available to help you. See the details on page 35.

SESSION ID: CBO TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: New Excuses but the Same Types of Fraud – What CBOs Need to Know Fraud continues to exist in the education industry, and since their methods are evolving, chief business officials need to be prepared and knowledgeable about the trends, as well as understand the importance of internal controls.

Speaker: Michael W. Ammermon, Intervention Specialist, Fiscal Crisis & Management Assistance Team Speaker: Michelle Giacomini, Deputy Executive Officer II, Fiscal Crisis & Management Assistance Team

44 CASBO 2021 Annual Conference & California School Business Expo

Child Nutrition SESSION ID: CN TIME: Wednesday, 11 a.m. – 12:00 p.m.

TITLE: Serving Public Education Without Violating Gifts and Ethics Laws Increased scrutiny is being placed on the relationships between school districts and service providers, and child nutrition departments are no exception. With Fair Political Practices Commission investigations of potential violations resulting from unreported gifts, it’s critical for public officials and private companies to develop a shared understanding of the rules and repercussions of violations, as well as implement best practices so that both officials and vendors can develop productive, ethical relationships while meeting their business objectives. In this workshop, we’ll show you how to complete Form 700, as well as understand how your local education agency’s conflict code affects your position and contracting practices. Recommended for any contracting personnel and CASBO associate members, who will leave with a clearer understanding of the limitations that trustees, administrators and other public officials face when dealing with gifts and contracts.

Speaker: Janet Mueller, Attorney, Dannis Woliver Kelley Speaker: William Tunick, Attorney, Dannis Woliver Kelley SESSION ID: CN TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Kick It Up a Notch! Getting the Most Out of What You Are Purchasing and Cooking Child nutrition leaders often feel they don’t have enough hours or budget to “think outside the box due” for solutions to limited resources. In this workshop, we’ll provide you with some examples of speed scratch cooking and how small equipment purchases

can help increase participation. We’ll also discuss how creativity from your own human capital can help drive the possibilities of re-engineering your child nutrition program even further. You may have to purchase something that costs a bit more, and spend additional time training, but in the long run, it will drive increased participation and revenue.

Speaker: Clell Hoffman, Director of Food & Nutrition Services, San Leandro School District Speaker: Alisia Munoz-Rojas, Director of Student Nutrition Services, San Lorenzo Valley USD

Facilities SESSION ID: FAC TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Turning Ground Into Gold: Maximizing the Value of School District Property Property is one of the most valuable assets held by local education agencies (LEAs).

In this workshop, we’ll discuss a variety of income-generating options available to LEAs, including leasing, exchanging, and jointly occupying and selling surplus property. We’ll also touch on the Civic Center Act in the context of the COVID-19 pandemic and other creative uses of school district property, such as teacher housing, energygeneration improvements, and joint use arrangements with local cities and parks departments.

Speaker: Rachel Brilliant, Attorney, Dannis Woliver & Kelley Speaker: Clarissa Canady, Attorney, Dannis Woliver & Kelley Speaker: Carey Upton, Chief Operations Officer, Santa Monica-Malibu USD

CASBO 2021 Annual Conference & California School Business Expo 45

Wednesday Workshop Sessions Facilities

Financial Services

SESSION ID: FAC TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Proposition 51 Audits: What’s Really in the Audit?

How do you get through the new Prop. 51 audit? With our helpful checklist! In this workshop, we’ll explain best practices to survive the new audit guidelines while also exploring ways to set up your coding and document retention for both good project management and audit preparation. Now that we’ve had a few years to understand the new process, we’ll discuss lessons learned (including what the Office of Public School Construction has learned), as well as available feedback from people who have gone through the process.

Speaker: Lettie Boggs, CEO, COLBI Speaker: Tina Henton, Principal, Clifton LarsonAllen Speaker: Sara Slater, Assistant Fiscal Director of Facilities, Long Beach USD Speaker: Royce Townsend, Partner, Eide Bailly LLP

SESSION ID: FIN TIME: Wednesday, 11:00a.m. – 12:00 p.m.

TITLE: How the Costs of COVID Could Mess Up Your Budget COVID-19’s budgetary effect is challenging traditional cost projections, making it difficult to plan for the future. Many factors are unknown, including the effect on medical claims and future insurance rates. Could costs be artificially low because treatment is being postponed? Will the pent-up demand cause significant increase in future budgets? In this session, we’ll explore how the pandemic is going to cost you, what to look for in your claims data and how to interpret your data for budgeting, and planning for best- and worst-case scenarios.

Speaker: Misha Bothe, State Manager, American Fidelity Speaker: Jessica Frier, JD, Sr. Health & Welfare Consultant, American Fidelity

BACK BY POPULAR DEMAND! Partner-Presented School Business Workshops. Choose one that works for you! Look for the sessions marked “SB” in the workshop descriptions beginning on page 50.

SESSION ID: FIN TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Contract Lessons From COVID-19: Why Force Majeure and “Boilerplate” Matter The use of the phrase “force majeure” has grown exponentially over the last year, and the pandemic has reminded us of the importance of “boilerplate” contract terms.

In this workshop, we’ll explore the more obscure terms to consider in contracting, along with real-world examples and tips for negotiating with third parties to protect your local education agency when the world changes.

Speaker: Deepika S. Thompson, Attorney, Lozano Smith

46 CASBO 2021 Annual Conference & California School Business Expo

Human Resources SESSION ID: HR TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Workforce Management Strategies During Challenging Budgets Local education agency (LEA) budgets have been significantly affected by the damaging effects of COVID-19 on the economy and workforce. Layoffs have become the new reality for many in order to cut costs, but the question arises: Are there alternatives that LEAs can evaluate to create budget savings while reducing or avoiding layoffs?

Join this workshop for a discussion with industry experts on creative approaches that are being implemented to help LEAs navigate these challenging times.

Speaker: Eric O’Leary, Executive Vice President, Public Agency Retirement Services Speaker: Rachel Sanders, Senior Manager, Consulting, Public Agency Retirement Services Speaker: Francine Story, Chief Business Official, Perris ESD SESSION ID: HR TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Hot Topics and Emerging Issues With CalPERS and CalSTRS Do you feel like the rules regarding compliance with the California Public Employees’ Retirement System’s (CalPERS’) and California State Teachers’ Retirement System’s (CalSTRS’) formal and informal guidance are constantly changing? You are not alone! In this presentation, we’ll cover hot topics and emerging issues with CalPERS and CalSTRS, including common compliance issues, audit findings, recent audit trends and how to address them.

We’ll also discuss recent cases, legislation, regulatory changes, and administrative guidance that local education agencies

need to know to stay compliant and avoid liability.

Speaker: Alysha Stein-Manes, Associate, Liebert Cassidy Whitmore Speaker: Michael Youril, Partner, Liebert Cassidy Whitmore

Maintenance & Operations SESSION ID: MO TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Indoor Air Quality and AB 841 AB 841 is an energy bill that includes school energy efficiency funding. In this session, we’ll provide up-to-date information on the status of the rules surrounding the receiving of funds, and we’ll also discuss how to best prepare to get in line for them.

Speaker: Lance Bidnick, Director of Maintenance & Operations, Anaheim Union HSD Speaker: Ian Padilla, Legislative Advocate, Coalition for Adequate School Housing Speaker: Rex Wang, LEED, Director, Ontario Office, LEAF Engineers

Be sure to visit our exhibitors! They’ve got solutions to help you be more efficient, more effective and more student-centered!

CASBO 2021 Annual Conference & California School Business Expo 47

Wednesday Workshop Sessions Payroll SESSION ID: PAY TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Mastering the World of Employee Leaves (Part I) Keeping up with the ever-changing world of employee leaves is challenging. After attending this informative presentation, you’ll leave with a greater understanding of recent changes in employee leaves; and how employer-provided leaves integrate with the legal requirements of the Family and Medical Leave Act, the California Family Rights Act, and pregnancy disability and workers’ compensation leaves.

Speaker: Tina Kannarr, Senior Counsel, Atkinson, Andelson, Loya, Ruud & Romo SESSION ID: PAY TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Mastering the World of Employee Leaves (Part II) This workshop is Part II of the previous workshop on employee leaves.

Speaker: Tina Kannarr, Senior Counsel, Atkinson, Andelson, Loya, Ruud & Romo

Purchasing SESSION ID: PUR TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Proper Procurement With an Emphasis on Emergency Procurement This workshop will discuss the many ways your local education agency can procure its equipment, materials and services, because there often may not be just one “right” way. With real-life examples, we’ll explain how to restructure procurement methodologies and processes to best meet your needs and timelines, while still maintaining legal compliance. We’ll also discuss piggybacks, co-op programs, and

other compliant ways to purchase without advertising for bids.

Speaker: Angie Redelsperger, Purchasing Director, Ontario-Montclair SD Speaker: Karina Samaniego, Shareholder, Dannis Woliver Kelley SESSION ID: PUR TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Google Forms and Sheets Join us in this workshop to find out how one district took an overly cumbersome, paper-heavy, form submittal process and turned it into a fully automated, paperless process using Google Forms, Sheets and readily available Add-Ons. In addition, learn how you can use these same Google tools to help manage things like Informal Contractor Registration, Contract Creation and Vendor Registration, as well as many other types of everyday processes.

Speaker: Tony Crapo, Director of Purchasing & Support Services, Sequoia Union HSD Speaker: Joshua Roben, Purchasing & Accounts Supervisor, Alameda COE

Retiree SESSION ID: RET TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Seven Ways to Know You’re Working Too Hard Despite how badly you want to, you can’t seem to talk about anything besides work.

Well, that’s an eye-opening (and somewhat humiliating) reminder that your career is beginning to overwhelm your entire life. In this workshop, we’ll provide you with seven ways to know you’re working too hard and give you assistance in reducing your stress and finding solutions.

Speaker: Rich Buse, Retired Purchasing and Safety Director

48 CASBO 2021 Annual Conference & California School Business Expo

Retiree SESSION ID: RET TIME: Wednesday, 2:15 p.m. - 3:15 p.m.

TITLE: Mindfulness in Our Personal and Professional Lives: The Return on Investment Mindfulness programs are growing in popularity in successful organizations because there is a measurable return on investment for such activity. With neverending to-do lists, stressors from home and work, and a lack of time to do anything about them, the answer is mindfulness – an essential component to staying healthy and being your best. In this workshop, we’ll provide ways to practice mindfulness in busy times and explain its benefits in your personal and professional lives. You’ll be invited to begin mindful habits at home and work, such as mindful eating, stress reduction and communication; and you’ll leave the session with quick tips for living a healthier life.

Speaker: LaFaye Platter, Ed.D., Retired Deputy Superintendent; and Executive Leadership Coach and Owner, E to the Fourth Power, LLC

Risk Management SESSION ID: RM TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Mythbusting the Effects of COVID-19 on Risk Management Myth: Guidance from the California Department of Occupational Safety & Health, U.S. Centers for Disease Control, California Department of Public Health, California Department of Education and local authorities is straightforward and consistent. Where do we stand today?

Who do you believe? Will this myth be busted or confirmed? In this workshop,

we’ll provide you with a general overview of the requirements for employers and schools, EE Safety & Student Safety (Transmission Prevention), workers’ compensation and 1159 implications, testing and vaccination considerations, and handling response and communication efforts.

Presider: Jennifer McCain, Risk Manager, Schools Insurance Authority SESSION ID: RM TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Reducing the Sting of Disasters Disasters are increasing in frequency, severity and complexity. In this session, the California Department of Education will introduce its new Emergency Services Team and provide an overview of helpful resources for all phases of emergency management, including preparedness, response, recovery and mitigation specific to schools. The California Governor’s Office of Emergency Services will also present on the new Preparedness Ambassadors Program, a Disaster Preparedness Program for California’s Fourth Graders.

Presider: Erin Tarkhanian, Loss Prevention Coordinator, Redwood Empire Schools’ Insurance Group Speaker: Joe Anderson, Lead, Emergency Services Team, California Department of Education Speaker: Juan Mireles, Director, School Facilities and Transportation Services Division, California Department of Education Speaker: Nick Murray, Program Manager, California Office of Emergency Services Speaker: Lynn Olson, Program Manager, California Office of Emergency Services Speaker: Jake Wolf, Program Manager, California Department of Education

CASBO 2021 Annual Conference & California School Business Expo 49

Wednesday Workshop Sessions School Business Best Practices SESSION ID: SB TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Managing Changes in Your Facilities Funding Program Around 500 BCE, Greek philosopher Heraclitus wrote, “Change is the only constant in life.” Though 2020 was the best example of this in our lifetimes, anyone who has managed a multi-year facilities funding program understands that priorities, budgets and funding are constantly changing. In order to get the most out of your local education agency’s limited resources, your program must be agile enough to adjust to these changes. Finding the best blend of tools and process can be difficult but it is not impossible. In this workshop, we’ll share some of our experiences and best practices on the subject of managing change in your facilities funding program. Whether you’re a seasoned veteran or just starting your first program, you’ll leave with a helpful and informative perspective.

Speaker: Tarana Alam, Managing Partner, KeyAnalytics, a division of California Financial Services Speaker: Wade Roach, Assistant Superintendent, Business Services, Beverly Hills USD

Check out today’s First General Session with keynote speaker Kelly Swanson. See complete details on page 34!

SESSION ID: SB TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Choosing the Right TPA for your 403(b)/457(b) Retirement Plans Careful screening is critical to keeping your local education agency in compliance with IRS regulations. In this workshop, we’ll provide you with insight on how to choose the right third-party administrator (TPA) for your 403(b) and 457(b) Supplemental Retirement Plans. We’ll also provide best practices and highlight the five critical functions your TPA should perform.

Speaker: Daniel Christofferson, TPA Relationship Specialist, SchoolsFirst Plan Administration, LLC Speaker: Darin Ditmar, TPA Relationship Specialist, SchoolsFirst Plan Administration, LLC SESSION ID: SB TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: Student Loan Solutions: How You Can Attract and Retain Employees More than 60% of educators have student loan debt, and it weighs heavily on their decision to stay in the education profession.

U.S. educators are leaving the profession in large numbers – more than a third are considering it in the next three years – due to the financial pressure the job puts on their lives. In this workshop, we’ll share research results about the problem and how employers can implement unique strategies to reduce the burden of student loan debt, improving the ability to recruit, support and retain quality, full-time, certified educators.

You’ll leave with an understanding of available student loan solution programs and a suite of online tools and loan coaches that can help educators manage their student loan debt and qualify for federal loan forgiveness.

Speaker: Jim Yale, Vice President, Educator Programs & Industry Relations, The Horace Mann Companies

50 CASBO 2021 Annual Conference & California School Business Expo

School Business Best Practices SESSION ID: SB TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TIME: Moody’s New Rating Methodology Effect on California School Districts Equifax, Experian and TransUnion are to a personal credit score what Moody’s Investors Service, Inc. (Moody’s), Standard & Poor’s Global Ratings, and Fitch Ratings Inc., are to a school district’s credit rating.

These institutions translate our complex life experiences into a more or less objective scale that then determines parts of our financial lives. A district’s credit rating, similar to a personal credit score, is one of the most important determinants of borrowing costs and may be a source of community pride. On January 26, 2021, Moody’s released its revised methodology on how it would rate K-12 districts moving forward. In this workshop, we’ll provide an update of the methodology changes in order to help school business professionals understand how it may affect outstanding credit ratings and borrowing costs.

Speaker: Alexandra Cimmiyotti, Vice President/Senior Analyst, Moody’s Investors Service, Inc. Speaker: Robert Ruiz, Director, Stifel SESSION ID: SB TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Cooperative Procurement Best Practices and Strategic Planning You have heard the say that there are always two sides to every story. Well, in this session, we’ll give you three! The use of cooperative contracts has been growing for local education agencies (LEAs), especially during the pandemic. With the benefits of shorter contracting timeframes and driving savings by leveraging your combined spend with other LEAs, it’s a well-accepted contracting tool needed during these tough times. In this workshop, you’ll discover how to be

more strategic with three sides of the cooperative purchasing story: through the insights of a cooperative organization, a strategic supplier with a cooperative contract and a school purchasing manager.

We’ll also help you decipher the right questions to ask for your own due diligence, following the “Road Map to a Cooperative Procurement Strategy.”

Speaker: Duff Erholtz, Client Development Administrator, Sourcewell Speaker: Leeann Errotabere, Director of Purchasing, Clovis USD Speaker: Jeremy Landis, Assistant Vice President, Vertical Markets, Staples Speaker: Tammy Rimes, MPA, Executive Director, National Cooperative Procurement Partners SESSION ID: SB TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: TCO and Safer Alternatives to Current Floor Waxes for Schools and Public Buildings This course is designed to provide you with an understanding of what total cost of ownership (TCO) is and the role that the American National Standards Institute plays in this potential for a new standard.

We’ll dive into the specifics, challenges and requirements associated with the installation of resilient and hybrid resilient floor covering as it relates to maintenance costs associated with an applied finish (waxes).

We’ll also review new and renovation installation of flooring, maintenance process variables between floor types, and cost effects of different flooring types as they relate to life cycle cost assessments.

Speaker: John Sumlin, Vice President, Education Strategic Account & Sales, Tarkett North America

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Wednesday Workshop Sessions School Business Best Practices SESSION ID: SB TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Bridging Digital Divide: Extending Access to Remote Education The past year has both magnified and accelerated the need to ensure students have internet connectivity when away from campus. District leaders are implementing any number of solutions, including parking lot Wi-Fi and mobile hot-spots, and are even exploring private long-term evolution options. In this world of complex and varying solutions, it’s challenging to understand the different options technology companies are deploying and the total cost of ownership and effectiveness of each. In this workshop, we’ll clarify the options available to you, and share some of the ways we’re partnering with schools to meet these challenges.

Speaker: Omar Capacetti, Systems Engineer, Cisco Speaker: Brandon Fischer, Regional Sales Manager, Cisco SESSION ID: SB TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: Microgrids and Schools: Essentials for Developing a Cost Effective, Scalable Model to Operate Critical Facilities During Power Outages Power shutoffs and outages are becoming the new normal in California, and districts are under enormous pressure to adapt and mitigate their immediate effects. Diesel generators may satisfy near-term needs for back-up power sources, but they could create intense local air and noise pollution, need regular maintenance, and are limited to the amount of diesel fuel that can be stored. Thankfully, the transition from these traditional back-up power solutions to cleaner, healthier and more intelligent systems has recently become much easier

and more attainable. In this session, we’ll simplify the landscape of resilient back-up power options.

Speaker: Rachel Permut, Solutions Innovation Director, ENGIE

Technology SESSION ID: TEC TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: CITE and Microsoft Strategic Alliance (CAMSA) 2.0 CITE and Microsoft Strategic Alliance (CAMSA) 2.0 is a California statewide purchasing contract for the Educational Enrollment Solution program that can serve as a master purchasing vehicle for California K-12 local education agencies (LEAs). Offering major discounts and simplifying the license purchase process, this consortium includes over 70% of LEAs in California who would not qualify for this type of pricing on their own.

Speaker: Libbi Garrett, Resource Program Specialist, California IT in Education SESSION ID: TEC TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: California Student Data Privacy Agreement The California Student Data Privacy Agreement was created and vetted by representation from California local education agencies (LEAs), providers, advocates and education legal advisors to be compliant with all California student data privacy laws. In this workshop, we’ll show you how to keep your LEA compliant and ease the education technology vetting process.

Speaker: Libbi Garrett, Resource Program Specialist, California IT in Education

52 CASBO 2021 Annual Conference & California School Business Expo

Transportation SESSION ID: TRN TIME: Wednesday, 11:00 a.m. – 12:00 p.m.

TITLE: So You Want to Be a Pupil Transportation Leader One of the greatest challenges facing the school pupil transportation industry is the lack of experienced, prepared and trained school pupil transportation leaders. As a leader, do you feel unprepared for the vast duties expected of a pupil transportation manager? Are you comfortable and prepared making formal presentations? Are you familiar with the complexities of overseeing a robust vehicle maintenance program as an administrative leader? Could you benefit from more knowledge in school pupil transportation operations? Are you familiar with the vast options and advantages of pupil transportation technology choices?

If this sounds like you, CASBO’s specialized training could help you prepare for future advancement opportunities and enhance your current skillset. In this workshop, we’ll discuss the CASBO Transportation Leadership Academy and how it can lead to a CASBO Director of Transportation Certification.

Speaker: Tim Purvis, Director of Transportation, Poway USD Presider: Matt Sanchez, Director of Transportation, Elk Grove USD

SESSION ID: TRN TIME: Wednesday, 2:15 p.m. – 3:15 p.m.

TITLE: School Start Up: Transportation Life During and After COVID-19 The purpose of this workshop is to provide information to the school bus industry as it works to respond to the unprecedented challenges of school reopening in the context of COVID-19. We’ll discuss the effects of the COVID-19 pandemic on transportation operations, as well as state and county guidance. We’ll also provide information related to modified schedules, social distancing, personal protective equipment, training, administrative controls, contact tracing, and disinfecting and cleaning.

Presider: Pamela McDonald, Retired Director of Transportation Speaker: Neal Abramson, Director of Transportation, Santa Monica-Malibu USD Speaker: Carlos Chicas, Director of Transportation, Capistrano USD Speaker: Matt Sanchez, Director of Transportation, Elk Grove USD Speaker: Tim Shannon, Director of Transportation, Twin Rivers USD

Don’t miss our dedicated Expo hours today. No workshops will be in session!

CASBO 2021 Annual Conference & California School Business Expo 53

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Thursday Workshop Sessions Accounting

Chief Business Officials

SESSION ID: ACT TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Education in a Changing California Every year, legislative actions affect local education agencies’ funding levels and operational requirements. Be aware of the current legislative priorities and policies, as well as the importance of your role at the state and local levels. In this session, we’ll discuss the key issues for the 2021-22 legislative session and how CASBO is working with the Newsom Administration, State Superintendent of Public Instruction and Legislature.

Speaker: Sara Bachez, Chief Governmental Relations Officer, CASBO Speaker: Elizabeth Esquivel, Senior Director, Policy & Governance, CASBO

SESSION ID: CBO TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Trust at the Negotiations Table “Full funding” of the Local Control Funding Formula was reached two years ahead of expectations, but the statewide sentiment, supported by data, is that funding for schools is still woefully inadequate. In spite of insufficient funding, there is still a responsibility to bargain with employees in an effort to attract and retain the brightest prospects. The future portends a slowdown in new revenues, and strong relationships with your bargaining partners will allow you to more effectively maximize your resources.

In this workshop, we’ll discuss the importance of those relationships and provide real-world examples for improving them.

Speaker: Tina Douglas, Associate Superintendent, Business Services, San Dieguito Union HSD Speaker: Robert A. Haley, Superintendent, San Dieguito Union HSD Speaker: Matt Phillips, Director, Management Consulting Services, School Services of California, Inc.

SESSION ID: ACT TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Fraud: The Other “F” Word Learn common areas of fraud from past cases and learn to develop best practices to keep your organization safe.

Speaker: Scott Gustafson, Partner, Eide Bailly LLP SESSION ID: ACT TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: AB 1200 Fiscal Oversight: Key Considerations Understand the purpose of AB 1200 and the key areas that county offices of education review.

Speaker: Thomas Cassida, Director, Business Advisory Services, San Bernardino CSS Speaker: James Whittington, Executive Director, Fiscal Services, Riverside COE

SESSION ID: CBO TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Scaling Your Organization for Growth or Decline Speaker: Jayne Christakos, Associate Superintendent, Business, Facilities, and Operations, San Bernardino City USD Speaker: Michael Fine, CEO, Fiscal Crisis & Management Assistance Team Speaker: John Gray, President and CEO, School Services of California, Inc.

60 CASBO 2021 Annual Conference & California School Business Expo

Chief Business Officials

Child Nutrition

SESSION ID: CBO TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Practical Guide to Student Privacy: How to Protect Student Data in a Digital World Student data privacy is both a legal requirement and part of the mission of all local education agencies to protect the interests of their students. As technology advances and our fast-paced, internetbased lives have led many to “click first and ask questions later,” student privacy often gets lost in the dust. Specific requirements apply to directory information; access by vendors to student data; contracts with vendors and related legal requirements; use of Google and other cloud storageand-sharing systems in the classroom and in school administration; email correspondence to, from and about students; responding to Public Records Act requests for student data; and more. In this workshop, we’ll provide you with case studies and a practical review of what CBOs and other school administrators should know, with a focus on best practices, guidelines and protocols for handling privacy issues.

You’ll leave knowing how to balance technology and student data privacy in this fast-changing world of technology.

Speaker: Devon Lincoln, Attorney, Lozano Smith Speaker: Robin Schmitt, CBO, Brentwood SD Speaker: David Soldani, Partner, Atkinson, Andelson, Loya, Ruud & Romo

SESSION ID: CN TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: The U.S. Food Supply Chain, Procurement and You Getting the right food, at the right price and at the right time seems like an impossible task, especially when federal, state and local regulations come into play. In this workshop, you’ll learn about the current state of the U.S. food supply chain and how it affects local procurement and compliance with Buy American.

Speaker: Stephanie Ewing, Senior Vice President, Gold Star Foods SESSION ID: CN TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Best Practices During the COVID-19 Pandemic The Mt. Diablo Unified School District’s Food & Nutrition Services Department made major changes in the food being served to students and then received added new challenges getting students to participate – especially during distance learning. In this workshop, you’ll learn best practices that were implemented by Mt. Diablo Unified before and after the pandemic, as well as some innovative and creative ways to increase participation, ranging from ideas like BBQ at the curbside to transporting meals via your local education agency’s transportation department.

Speaker: Dominic Machi, Director of Food & Nutrition, Mt. Diablo USD

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Thursday Workshop Sessions Child Nutrition SESSION ID: CN TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Operating a Successful Child Nutrition Program: A CBO’s Perspective Success in child nutrition can be measured in multiple ways, but for a CBO, it’s generally measured in dollars and cents. In this workshop, we’ll explore child nutrition through the lens of a CBO and concentrate on the crucial elements necessary to have a thriving child nutrition program in your district.

Speaker: Arik Avanesyans, Assistant Superintendent, Business Services, Upland USD Speaker: Ksenia Glenn, Director of Nutrition Services, Upland USD

Facilities SESSION ID: FAC TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: RFP/RFQ Deep Dive for Owners: How to Ease the Pain and Succeed at Requests for Qualifications We all know we must do requests for proposals or qualifications (RFPs/RFQs) for just about everything. Is your RFQ/P one that vendors can’t wait to respond to or does it inadvertently turn off the competition? Are you often asking, “Is it me, or is it my market?” Can you ease the rater’s review pain while scoring fairly? In this “how to” session, we’ll show you how to think things through and develop RFPs/RFQs that get your local education agency not just a good provider, but a great one, no matter what type of service you need to obtain. You’ll leave with a list of dos and

don’ts and things to think about when getting ready to issue your next RFP or RFQ. Speaker: Joanne Branch, DBIA, Facility & Procurement Specialist, COLBI Speaker: Sharon Clay, Director, Purchasing & Warehouse, Cajon Valley USD Speaker: Eric “Ric” Davy, NCARB, Sr. Principal, Architect/ CEO, Davy Architecture SESSION ID: FAC TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: What You Need to Know About Skilled and Labor Workforces: Navigating Labor Market Issues in California School Construction In this workshop, we’ll provide a comprehensive overview of labor issues in the school construction market, including worker shortages, skilled and trained workforce requirements, apprenticeship and journeyman requests, and labor compliance. We’ll also provide you with an overview of reporting and documentation and best practices from owner and contractor perspectives.

Speaker: Mat Gates, Vice President, Erickson Hall Construction Company Speaker: Carey Upton, Chief Operations Officer, Santa Monica-Malibu USD

62 CASBO 2021 Annual Conference & California School Business Expo

Check out today’s Second General Session with keynote speaker Shola Richards. See complete details on page 36!

Facilities SESSION ID: FAC TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: CM Multi-Prime: Love It or Hate It and Why? Local education agencies must be able to leverage various delivery methods in order to meet project constraints and remain within operating budgets. In this workshop, we’ll dive into the “Construction Manager – ‘Multi-Prime’” delivery method and discuss the potential pros and cons. Panelists will share their experiences and best practices, as well as provide a high-level analysis of the process.

Speaker: Casino Fajardo, LEED-GA, CBCP, AIA, Senior Program Manager, Learning Environments, Splice Speaker: Rick Fochtman, Executive Vice President, Bernards Speaker: Phil Henderson, Partner, Orbach, Huff, Suarez & Henderson, LLP Speaker: Rick Musto, Managing Director, LPA Design Studios Speaker: Anthony Sanchez, Executive Vice President, Cumming Corporation

Financial Services SESSION ID: FIN TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Managing Cashflow Under a Deferral Environment Cash is king!! While California reinstitutes its practice of deferring disbursements of state aid revenue, many local education agencies (LEAs) are being forced to borrow cash in order to make payroll each month.

In this workshop, we’ll focus on how to build an accurate cashflow projection using historical expenditure and revenue data to determine how much an LEA may need to borrow to maintain fiscal solvency. We’ll also demonstrate best practices for monitoring

receipts and disbursements throughout the year.

Speaker: Vince Christakos, Strategic Account Advisor, Forecast5 Analytics, Inc. Speaker: Melissa Higdon, Senior Analytics Advisor, Forecast5 Analytics, Inc. Speaker: Bill McGuire, Retired CBO; and Consultant, Forecast5 Analytics, Inc. SESSION ID: FIN TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Audit Update In this session, we’ll discuss the new Governmental Accounting Standards Board Statements 84 and 87 and how to implement them, as well as federal audit updates related to CARES Act funding, attendance testing in a virtual environment and the effects on your local education agency’s (LEA’s) audit. You’ll leave with a proactive understanding of these requirements in order to help your LEA protect its resources.

Speaker: Heather Daud Rubio, Principal, Christy White, Inc. SESSION ID: FIN TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Budget Apocalypse and Plugging the Fiscal Hole In the wake of school closures, Temple City Unified School District looked for creative ways to plug its fiscal hole. In this workshop, we’ll demonstrate proven, scalable processes that any local education agency can implement and provide you with guidance in anticipation of additional school closures and resultant unfunded mandates.

Speaker: Jessicca Rodgers, Operations Manager, School Innovations & Achievement Speaker: Grant Schimelpfening, CBO, Lindsay USD

CASBO 2021 Annual Conference & California School Business Expo 63

Thursday Workshop Sessions Human Resources SESSION ID: HR TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Conducting an Appropriate Workplace Investigation Most school administrators will at some time receive a complaint concerning a member of their staff. The complaint may be informal, like an email from parents, or formal, like a charge of harassment from a co-worker or student. In this workshop, we’ll provide an outline of how to respond to workplace complaints from point of receipt to final decision-making with the objective of limiting your local education agency’s exposure to potential liability.

Speaker: R. Peter Rittling, Attorney, Dannis Woliver Kelley SESSION ID: HR TIME: Thursday, 11:00 a.m. – 12:00 a.m.

TITLE: What COVID-19 Reveals About How Leave Failures Put Your LEA at Risk COVID-19’s arrival on our shores brought new leave laws to employers across the country.

In trying to quickly and effectively manage these new forms of paid leave, local education agencies (LEAs) discovered gaps in their leave administration processes that could put them at risk. Leave and paid time off are poised to be the next great compliance challenges that LEAs face. In this session, we’ll help you develop robust leave policies that are ready for whatever changes come next by addressing issues such as making sure your employees have what they need to make good leave decisions; understanding why your employees are taking leave and how you can support them; and planning for what’s next, now that the Families First Coronavirus Response Act has expired.

Speaker: Jessica Frier, JD, Sr. Health & Welfare Consultant, American Fidelity Speaker: John Stultz, Account Development Executive, American Fidelity

SESSION ID: HR TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Importance of Benefits Education in Today’s World Do you wish your employees understood more about your benefits, or the budget changes you’ve made, or the way you’re making decisions in our increasingly complex world? Savvy administrators know that proper stakeholder messaging can increase buy-in and effectively manage change, but few are equipped with the experience or staff to craft effective key messages and target the right audience. In this workshop, you’ll learn to use targeted communications to effectively manage change in a post-COVID-19 California as you choose the right message for every segment of your workforce, choose the right messenger for your key messages, and choose the right delivery method to reach your employees in moments of critical communication.

Speaker: Geoff Hinton, Regional Manager, American Fidelity

Maintenance & Operations SESSION ID: MO TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Maintenance & Operations Best Practices In this session, we’ll provide things to consider when staffing your maintenance and operations department and the most efficient means to accomplish the work.

We’ll also provide you with an understanding of how maintenance funding is defined and where to look for information, as well as procurement strategies and the differences between public works and maintenance.

Speaker: Joe Dixon, President, DIXON Smart School House, LLC Speaker: Denis Ziegler, Director, Maintenance & Operations, Lake Elsinore USD

64 CASBO 2021 Annual Conference & California School Business Expo

Maintenance & Operations SESSION ID: MO TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Improving Indoor Air Quality In this workshop, we’ll discuss how your local education agency can improve its indoor air quality and provide you with best approaches to increasing ventilation in a space, improving filtration, and implementing sanitation measures to remove airborne pathogens and clean surfaces. We’ll also focus on different funding solutions for clean air measures and HVAC modernization.

Speaker: Ashley Cascio, Director, Energy Services, Climatec Speaker: Tyler Girtman, Regional Director, Climatec SESSION ID: MO TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Reopening Schools: Lessons Learned and the New Challenges We Face in 2021-22 This discussion will be focused around lessons learned from local education agencies that have reopened or are planning on reopening, including what to do, what to avoid and the costs associated with reopening campuses.

Speaker: Paulo Azevedo, Director of Maintenance, Operations and Facilities, San Ysidro SD Speaker: Jeff Ferrato, Administrative Director of Facilities, Maintenance, Operations and Transportation, Brea Olinda USD Speaker: Gordon W. Plotzke III, Loss Control Analyst, SASH Coordinator, San Dieguito Union HSD

SESSION ID: MO TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Improving Turfgrass Conditions on School Athletic Fields In this fun and easy-to-understand workshop, we’ll discuss solutions for improving turfgrass quality and safety on your local education agency’s turf fields.

Using practical experience examples, we’ll present a simplified approach to understanding soil chemistry to aid in improving water retention and moving water through the upper soil profile, as well as better using the existing soil nutrients. You’ll leave with a better understanding of how to increase turfgrass quality, reduce weed presence, improve soil structure and create long-term sustainability with your soils.

Speaker: Paul Cushing, Owner-Agronomist, Paul Cushing Golf Course & Sports Turf Agronomic Consulting Services Speaker: Myra Lopez, Executive Director, Facilities Maintenance, San Marcos USD

Payroll SESSION ID: PAY TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Building the Perfect Beast: Developing the Ultimate Payroll Team Developing the ultimate payroll team requires planning, a strategic vision and regular re-evaluation. Developed by managers of successful payroll operations, this session will provide you with valuable information necessary to develop your local education agency’s ultimate payroll team.

Speaker: Mike Stribling, CPP, Administrator, Payroll Services, Riverside COE

CASBO 2021 Annual Conference & California School Business Expo 65

Thursday Workshop Sessions Payroll

Purchasing

SESSION ID: PAY TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Payroll Compliance and Social Security Coverage In this workshop, we’ll provide you with a broad overview of Social Security, including the State Social Security Administrator’s role, Section 218 agreements, Social Security benefits eligibility, how the Social Security Administration determines benefits, the windfall elimination provision and government pension offset, and other employer-related issues.

Speaker: Jennifer Rocco, Assistant Division Chief, Employer Management Division, CalPERS

SESSION ID: PUR TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Cal Card Program: Online Best Practices for Program Administrators In this workshop, we’ll provide best practices, shortcuts, and an overview of reports and recent enhancements to the Access Online system. We’ll also discuss automation within the program and electronic statement migration and how to best maximize your card program rebates.

Speaker: Leeann Errotabere, Director of Purchasing, Clovis USD Speaker: Erin Gosswiller, Buyer I, Clovis USD Speaker: Leslie Massey, Vice President, Public Sector & Higher Education, US Bank

SESSION ID: PAY TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: CalPERS Updates: Reducing Risk With Increased Compliance In this workshop, CalPERS representatives will provide you with important retirement updates and information that is vital to maintaining your local education agency’s payroll compliance.

Speaker: Brad Hanson, Assistant Division Chief, Employer Management Division, CalPERS Speaker: Renee Ostrander, Chief, Employer Management Division, CalPERS Speaker: Jennifer Rocco, Assistant Division Chief, Employer Management Division, CalPERS

SESSION ID: PUR TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Cal Card Program: Online Best Practices for Program Administrators (Encore) This workshop is an encore presentation of the Cal Card Program session described previously in the 8:00 a.m. time slot.

Speaker: Leeann Errotabere, Director of Purchasing, Clovis USD Speaker: Erin Gosswiller, Buyer I, Clovis USD Speaker: Leslie Massey, Vice President, Public Sector & Higher Education, US Bank

66 CASBO 2021 Annual Conference & California School Business Expo

Purchasing SESSION ID: PUR TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Purchasing With Federal Funds In this workshop, we’ll provide you with current information regarding best practices and audit requirements for spending federal funds, including EDGAR rules, use of emergency exceptions during the pandemic, and expenditure of CARES Act funds, among other things.

Speaker: Sharon Clay, Director, Purchasing & Logistics, Cajon Valley Union SD Speaker: Gretchen Shipley, Partner, Fagen Friedman & Fulfrost LLP Speaker: Sarah Polito, Associate, Fagen Friedman & Fulfrost LLP

Retiree SESSION ID: RET TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Consulting Rules: Now and When You Retire Many retired professionals have a desire to provide consulting services. The California State Teachers’ Retirement System and California State Public Employees’ Retirement System have specific rules that determine how consulting services will be viewed upon retirement. In this workshop, we’ll provide you with information about what – and what not – to do as a consultant so that your retirement earnings will not be diminished.

Speaker: Tom Silva, Consultant, Tom Silva Consulting

SESSION ID: RET TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Ten Strategies for a Successful Retirement Retirement can be the dream for a successful life. You work all of your adult life for this opportunity – maybe you want to complete that bucket list or have more time with your thoughts. In this presentation, we’ll offer strategies to assist you in promoting a great life after work and how to work on your next step, either this year or five years down the road. Join us to talk about ways to make your retirement exciting.

Speaker: Rich Buse, Retired Purchasing and Safety Director SESSION ID: RET TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Ten Ways to Use Emotional Intelligence in Self-Care Emotions play a large part in everything we do. When our emotional intelligence quotient is low, we tend to make poor choices, often resulting in negative effects on our careers, relationships, finances, even weight control. In this workshop, we’ll provide you with 10 ways to gain more command of your emotions, thoughts, actions and destiny.

Speaker: LaFaye Platter, Ed.D., Retired Deputy Superintendent; and Executive Leadership Coach and Owner, E to the Fourth Power, LLC

CASBO 2021 Annual Conference & California School Business Expo 67

Thursday Workshop Sessions Risk Management SESSION ID: RM TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: The Original CSSP: Simplifying Your School Safety Plans and the Busted Myth That You Don’t Really Need a Pandemic Plan CSSP? CSP? CPP? What’s the difference?

Every year, schools wrestle with their Comprehensive School Safety Plans (CSSPs) according to California Education Code Section 3228089. Pulling data, describing procedures, rehashing objectives and copying board policy are tasks that take on a life of their own. The detail-intensive process draws on the time of risk management, human resources, technology, leadership and others. What if there were a way to simplify the process, one that embraced collaboration, promoted best practices and used technology effectively? In this session, we’ll share how two organizations partnered to do just that. Join us to get a better understanding of how you can leverage existing plans and other organizations to meet new plan requirements and make developing your CSSP and pandemic plan easier and less time consuming.

Presider: Jennifer McCain, Risk Manager, Schools Insurance Authority Speaker: Donna Gingera, Principal, Hour Zero School Emergency Program

SESSION ID: RM TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Busting Contract and Risk Management Myths No two contracts are identical. Many people make the mistake of copying and pasting indemnity and/or insurance language across all contracts, creating courtroom nightmares. Additionally, the insurance industry is rapidly changing with increasing claim values and lawsuits. While contracts present many challenges for local education agencies, using risk management techniques can help you avoid common pitfalls. In this workshop, we’ll provide an overview of key insurance provisions and the importance of having favorable hold harmless and indemnification language. We’ll also outline how to analyze and risk manage a situation prior to entering into a contract and discuss insurance requirements, policies and certificates of insurance. Recommended for CBOs, purchasing directors and risk managers, and anyone working with consultants or in vendor contracting, facilities use and construction.

Speaker: Nicole Fayaz, Sr. Account Manager, Keenan Speaker: Suzanne Trowbridge, Vice President, Property & Casualty, Keenan Speaker: Randy Winet, Attorney, Winet, Patrick, Gayer, Creighton and Hanes

68 CASBO 2021 Annual Conference & California School Business Expo

Risk Management

School Business Best Practices

SESSION ID: RM TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Building on Your Hazard Identification and Correction Processes to Address COVID-19 Unsafe conditions on school campuses not only pose a risk of injury to staff, students and the general public, they also can attach liability to local education agencies (LEAs).

Now with COVID-19, the failure to promptly correct identified hazards can result in significant consequences and costs. It is vital that LEAs have systems in place to identify, report, track and fix unsafe conditions. In this workshop, we’ll provide an overview of the types of processes that LEAs may already have in place and describe how to build on those to include new COVID-19 hazard identification requirements. We’ll also demonstrate how departments need to work together to promptly correct hazards.

Speaker: Gordon W. Plotzke III, Loss Control Analyst, SASH Coordinator, San Dieguito Union HSD Speaker: Minh Vu, Risk Manager, Fremont USD Speaker: Kurt Walling, Loss Prevention Director, Shasta-Trinity Schools Insurance Group

SESSION ID: SB TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Generation Z and Their Social Emotional Recovery From COVID-19 Generation Z has many unique needs that they’ve brought into the classroom, and they have now faced challenges that no other generation has had to face. In this workshop, we’ll discuss the effects of COVID-19 on this generation and their needs. You’ll leave with an understanding of how you can help them recover, as well as strategies that can also be used to support staff.

Speaker: Sue Ann Highland, Ph.D., Managing Director, Industrial Organizational Psychologist, MeTEOR Education

Be sure to visit our exhibitors! They’ve got solutions to help you be more efficient, more effective and more student-centered!

SESSION ID: SB TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Tax Planning Reducing taxes is generally a good idea, but it’s not the only strategy to consider when saving for a secure retirement. In this workshop, you’ll learn more about tax planning so you can retire with the future you envision.

Speaker: David Creech, District Vice President, AIG Retirement Services Speaker: Brad Davies, Financial Advisor, AIG Retirement Services Speaker: Tiffany Kocher, District Vice President, AIG Retirement Services Speaker: William Sullivan, District Vice President, AIG Retirement Services

CASBO 2021 Annual Conference & California School Business Expo 69

Thursday Workshop Sessions School Business Best Practices SESSION ID: SB TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Bridging Benefit Gaps at All Life Stages In this session, we’ll provide an overview of unique benefits and voluntary group coverages as they relate to the different career stages of an employee. We’ll help you dive into some of the benefit gaps you and your team might be currently facing and bring our 40 years of experience to help you address these challenges. Through solutions covering dental and vision gaps and more, you’ll learn how to serve your employees in a time they need it most by helping them make the best decisions for their career stage, and avoid costly decisions, such as paying COBRA premiums. Using real-life scenarios, we’ll also demonstrate the right messaging to use to educate your employees on how to bridge their benefit gaps with the best coverage your local education agency’s resources allow.

Speaker: Jon Green, AVP Field Development, Association Member Benefits Advisors SESSION ID: SB TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Get Retirement Ready!

Encouraging individuals to exercise better financial habits to improve overall financial health can go a long way to boosting participation and contributions. The savings gap is tied to a lack of education surrounding financial decision-making. Retirement providers must find ways to help investors learn about, understand and evaluate tax-advantaged retirement savings plans offered at the workplace. In this workshop, you’ll learn how your district can help its educators plan for retirement with best practices from financial professionals who make investing as easy as possible by helping educators figure out how much they

should be saving monthly and where to invest their money. You’ll leave with more confidence in your retirement savings planning and tools to help your staff get onto a better path toward attaining a comfortable retirement.

Speaker: Kelsey McCarthy, Strategic Relationship Manager, Equitable Advisors SESSION ID: SB TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Unboxing Bulk Buys: How to Leverage Amazon Business to Place Large Orders Amazon Business is excited to present its latest advancement in competitive pricing and selection. Sourcing large quantities of important materials can be time – and resource – intensive for local education agencies (LEAs). Amazon Business will share new tools and resources that will allow LEAs to issue bulk requests on marketplace items to its thousands of vendors. With your business staff in the driver’s seat, you’ll be able to drive down costs and increase value on large orders.

Speaker: Tal Havivi, Education Strategy & Solutions Lead, Amazon Business Speaker: Kevin Jones, Senior Customer Advisor, Amazon Business

70 CASBO 2021 Annual Conference & California School Business Expo

Be sure to visit our new Solution Circles today from 1:30 to 2:30 p.m. There are two sessions available to help you. See the details on page 37.

School Business Best Practices SESSION ID: SB TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Preparing for Tomorrow by Leading Today Current research and data show that 2020 has accelerated technology adoption in our K-12 schools. As a school business leader, do you have a clear view of how emergency remote learning has specifically affected this digital transformation in education?

In this workshop, we’ll take you through the current national and global research on education technology adoption trends to understand how you can use 2020 as a catalyst for transformation, and what innovations in educational technology are accelerating as a result.

Speaker: Ari Flewelling, K-12 Education Strategist, CDW Government LLC SESSION ID: SB TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: COVID-19 and Trends in School Finance, Law and Politics In this workshop, we’ll focus on the results of March and November 2020 state and local bond elections, with a look forward to 2022 bond measure opportunities. We’ll provide information to think through tough decisions and plan for the future with respect to both political and financial considerations for your local education agency. We’ll also present a municipal market overview, federal opportunities, and new legislation that may be on the horizon for both maintenance and operations and facilities.

Speaker: John Baracy, Managing Director, Raymond James & Associates, Inc. Speaker: Jared Boigon, Partner, TBWBH Props and Measures Speaker: Nancy Chaires Espinoza, Legislative Advocate, Murdoch, Walrath & Holmes Speaker: Donald Field, Partner, Orrick, Herrington & Sutcliffe, LLP

SESSION ID: SB TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Leveraging Solar and Battery Systems for Financial and Backup Power Benefits Solar and battery systems can provide substantial financial and backup power benefits to schools, and there are rich incentives available for these projects. In this workshop, we’ll dive into the financial and backup power benefits of these resources, as well as present best practices for evaluating project opportunities and procuring projects.

Speaker: David Burdick, Executive Vice President, TerraVerde Energy Speaker: Phil Villagomez, Business Development Manager, TerraVerde Energy

Check out today’s Second General Session with keynote speaker Shola Richards. See complete details on page 36!

CASBO 2021 Annual Conference & California School Business Expo 71

Thursday Workshop Sessions School Business Best Practices SESSION ID: SB TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Too Good to Be True: What Comes After ADA Hold Harmless?

Statewide attendance and enrollment rates are at an all-time low and student course failures are at an all-time high. In this workshop, you’ll hear from an expert panel about leveraging attendance data to identify equity gaps, build relationships with families, and increase student attendance and participation rates. You’ll also learn how to use real-time analytics for early identification and intervention in order to connect with families about the root causes of nonparticipation. You’ll leave with strategies to effectively leverage data to reduce chronic absenteeism and identify students in need.

Presider: Erica Peterson, National Education Manager, School Innovations & Achievement Speaker: Susana Lopez, CBO, Moreno Valley USD Speaker: Tony Wold, Ed.D., Assistant Superintendent, West Contra Costa USD Speaker: Paul Ziegler, Assistant Superintendent, Business Services, Eureka City Schools; and CASBO Shasta Cascade Section State Director

SESSION ID: SB TIME: Thursday, 3:30 p.m. – 4:30 p.m.

Solar and Storage: How to Put Your District Ahead in the 2021-22 School Year Districts are under a lot of budgetary pressure this year, and finding ways to make the most of the budget isn’t always straightforward. In this workshop, we’ll present an overview of solar and energy storage solutions that can help. You’ll hear about federal and state policy incentives available to your district, as well as how to simplify the procurement process to save your district time and money. We’ll also discuss how other districts have conducted their renewable energy procurement processes. Additionally, you’ll learn how you can increase your district’s resiliency during wildfire season; and how STEM curriculum enhancement packages can teach your students about renewable energy, bringing it to life for them with virtual options that support the online classroom and an onsite “solar learning” lab.

Speaker: Kevin Flanagan, Program Manager, SPURR Speaker: Jesse Prier, Sr. Manager, Marketing, ForeFront Power Speaker: Jessica Redden, Project Coordinator, Strategic Energy Innovations Speaker: Brian Taylor, Sr. Director, ForeFront Power

New to Annual Conference or the profession? Be sure to attend the General Sessions to learn a little more about CASBO! See details on pages 34 & 36!

72 CASBO 2021 Annual Conference & California School Business Expo

School Business Best Practices SESSION ID: SB TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Adapting and Moving Forward: Strategies to Mitigate Learning Loss and Leverage Funding in a Post COVID Era With schools reopening and students returning to campuses across California, districts are actively strategizing on how to prepare their facilities for what is to come.

Creating hybrid school schedules, repurposing spaces and upgrading infrastructure to create safe learning environments takes careful planning to reduce the learning loss experienced over the past year. What impact will this have on school facilities, and what can be done with state and federal funding to adapt and improve these learning environments? In this session, we’ll discuss strategies to help mitigate learning loss, navigate and maximize available funding, and discuss critical lessons learned along the way.

Speaker: Joe Dixon, President, Dixon Smart School House Speaker: Marco Eacrett, AIA, Partner, PBK-WLC Speaker: Don Ulrich, Ed.D., Managing Partner, School Strategies & Solutions, LLC

Technology

SESSION ID: TEC TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: Ed Tech JPA: Low-Cost Technology Procurement Local education agencies (LEAs) across the country spend over $8 billion per year on educational technology. LEAs struggle to manage individual requests for proposals and bids for education technology to secure great products, low pricing and privacycompliant contracts. In this workshop, you’ll hear how Capistrano, Clovis and Irvine Unified School Districts, Fullerton School District, and Fagen Friedman & Fulfrost LLP worked together to establish the Ed Tech Joint Powers Authority (JPA) for technology purchases, which issues competitive procurements on behalf of its members. The consortium pricing resulting from these contracts has already savedone of these districts $40,000 annually. You’ll leave with an understanding of how your LEA can benefit from collaborative technology procurement.

Speaker: Michelle Bennett, Procurement Specialist, Irvine USD Speaker: Jeremy Davis, Assistant Superintendent, Innovation and instructional Support, Fullerton SD Speaker: Brianne Ford, Chief Technology Officer, Irvine USD Speaker: Francie Heim, Leadership Support Consultant Speaker: Michael Johnston, Associate Superintendent, Administrative Services, Clovis USD

SESSION ID: TEC TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: Social Media, Cybersecurity and Beyond: Legal Issues in Technology and School Safety In this workshop, we’ll provide an overview of legal issues in technology and school safety that you should be aware of concerning social media, cybersecurity and more.

Speaker: Trevin Sims, Partner, Lozano Smith CASBO 2021 Annual Conference & California School Business Expo 73

Thursday Workshop Sessions Technology SESSION ID: TEC TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: CTO Mentor Program The Chief Technology Officer (CTO) mentor training program, which produces qualified California school district CTOs, raises the bar for technology leaders and creates a community of support through mentorship and collaboration. The program also seeks to inform superintendents and district leaders of the importance of a cabinet-level CTO position. The program is managed and sponsored by California IT in Education and supported by the California Department of Education, the Fiscal Crisis & Management Assistance Team and the California County Superintendents Educational Services Association.

Speaker: Laurel Nava, Director, Education and Events, California IT in Education

Transportation SESSION ID: TRN TIME: Thursday, 8:00 a.m. – 9:00 a.m.

TITLE: SB 328 Late Start Bill: Is Your LEA Ready?

SB 328, which goes into effect on July 1, 2022, requires that the school day for middle schools start no earlier than 8:00 a.m. and for high schools no earlier than 8:30 a.m. Is your local education agency (LEA) ready? In this workshop, we’ll discuss issues important to planning for SB 328 implementation, including its potential effects, options you can present to your board or cabinet, and whether your department can continue to provide the same level of service without increasing operating expenses.

Presider: Tim Shannon, Director of Transportation, Twin Rivers USD Speaker: Carlos Chicas, Director of Transportation, Capistrano USD

SESSION ID: TRN TIME: Thursday, 11:00 a.m. – 12:00 p.m.

TITLE: First Steps to Success: Integrating Electric School Buses Into Your Current Operation In this workshop, we’ll provide you with the tools you need to implement an electric fleet at your local education agency, including how to identify key partners and conduct site analyses. We’ll explain timelines and how to find available grants for the acquisition of school buses and infrastructure, and we’ll also provide an overview of the support available from public utilities and air districts, information on today’s charging options, and the role that low carbon fuel standard credits play.

Presider, Matt Sanchez, Director of Transportation, Elk Grove USD Speaker: Tim Shannon, Director of Transportation, Twin Rivers USD SESSION ID: TRN TIME: Thursday, 3:30 p.m. – 4:30 p.m.

TITLE: Alternative Transportation: What You Need to Know Not all transportation options meet federal, state and district regulations when it comes to student transportation. In this presentation you’ll learn the do’s and don’ts of creating your request for proposal for supplemental transportation and the critical questions you need to ask potential partners to ensure your provider is meeting regulations not only for transportation, but for student transportation.

Presider: Carlos Chicas, Director of Transportation, Capistrano USD Speaker: Megan Carey, Chief Development Officer, ALC Schools

74 CASBO 2021 Annual Conference & California School Business Expo

Smart business. Smart schools.™

76 CASBO 2021 Annual Conference & California School Business Expo

Put your district ahead with RENEWABLE ENERGY SOLUTIONS YOU CAN TRUST

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At Tarkett, we believe in placing people at the center of every space, and in education, that foundation starts in the classroom.

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StaplesAdvantage.com Technology Solutions | Managed Print Services | Facility Solutions Promotional Products | Breakroom Solutions | Print & Marketing Services Business Essentials | Pack & Ship CASBO 2021 Annual Conference & California School Business Expo 85

BRIDGING BENEFIT GAPS AT ALL LIFE STAGES

Educate your entire staff and ensure they have the best benefit coverage through all stages of their career.

AMBA CAN HELP We’ve bridged benefit gaps for teachers, state employees and more for 40 years. AMBA is ready to help school business officials, like you, serve your staff when they need it most—preventing them from costly decisions, such as paying COBRA premiums.

Call us to learn about our innovative student loan solution for your entire staff. We have answers for you!

JACK DANIELSON Regional VP jack.danielson@amba.info (530) 864-3793

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Smart business. Smart schools.™

Be a part of something great Learn the benefits of joining VEBA

California Schools VEBA is a non-profit, health care trust providing health care benefits and related services that are effective, affordable and of the highest quality and value for public sector employers.

We represent 65 Public Agencies & School Districts with 150,000 Employees and Dependents.

To learn more call or email us 888‐276‐0250 VEBASales@mcgregorinc.com

CASBO 2021 Annual Conference & California School Business Expo 87

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Does your district maintain a Records Retention Compliance Policy?

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We have an App for this!

Smart business. Smart schools.™

Regional Liability Excess Fund

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ISHED IN

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• 35 Y E

ReLiEF

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Smart business. Smart schools.™

CASBO 2021 Annual Conference & California School Business Expo 89

While schools may look different today, our commitment to you stays the same. equitable.com/educators Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY) and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). GE‐3303570 (3/21) (Exp. 10/22)

Advice • Protection • Retirement

Classroom Innovation

Get your booth early for 2022!

Sehi is all about Classroom Innovation.

Go to our website at www.BuySehi.com to see the latest in IT advancement and classroom solutions for education

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HP Sales, Service & Support  Chromebook & Mobility Solutions  Desktops, Laptops & Workstations  Printers & Imaging & Managed Print  Aruba Networking, Server & Storage  Virtual Reality Solutions  3D Modeling Solutions  Supplies and Accessories  Audio, Video and Digital Displays  Warranty and Break Fix Services  Consulting and Installation Services

Visit Sehi at www.BuySehi.com

Visit casbo.org later this summer for details.

Early Retirement Incentives During the COVID-19 Pandemic Encourage senior employees to retire early Restructure/reorganize the workforce Avoid or reduce the need for layoffs Achieve budget savings

Join us for our presentation session, “Workforce Management Strategies During Challenging Budgets” on April 7th from 11am-12pm to learn more

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92 CASBO 2021 Annual Conference & California School Business Expo

Your school will leave a brilliant impression.

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Vanir is one the nation’s leading full-service program, project, and construction management firms. We create solutions that ensure your project’s success.

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CASBO 2021 Annual Conference & California School Business Expo 93

Advertiser Index Aeries Software, Inc. . . . . . . . . . . . . . . . . . . . . . .

3

Horace Mann . . . . . . . . . . . . . . . . . . . . . . . . . . 38

AIG Retirement Services . . . . . . . . . . . . . . . . . . . 81

Keenan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Amazon Business . . . . . . . . . . . . . . . . . . . . . . . . 80

Lozano Smith . . . . . . . . . . . . . . . . . . . . . . . . . . 54

American Fidelity . . . . . . . . . . . . . . . . . . . . . . . . 19

MeTEOR Education . . . . . . . . . . . . . . . . . . . . . . 83

ASCIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Office DEPOT . . . . . . . . . . . . . . . . . . . . . . . . . .

57

Association Member Benefits & Insurance Agency / AMBA . . . . . . . . . . . . . . . . . . 86

PBK-WLC . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

91

Atkinson, Andelson, Loya, Ruud & Romo . . . . . . . . 25 Bay Alarm Company . . . . . . . . . . . . . . . . . . . . . . 95 California Financial Services / KeyAnalytics . . . . . . 31 California Schools Joint Powers Authorities (CSRM) . . . . . . . . . . . . . 40

10

PEPPM . . . . . . . . . . . . . . . . . . . . . Inside Back Cover Piper Sandler . . . . . . . . . . . . . . . . . . . . . . . . . .

4

Public Agency Retirement Services (PARS) . . . . . 92 Raymond James & Associates, Inc. . . . . . . . . . . .

56

Regional Liability Excess Fund / ReLiEF . . . . . . . . 89

California Schools VEBA . . . . . . . . . . . . . . . . . . . 87

School Innovations & Achievement . . . . . . . . . .

California’s Valued Trust . . . . . . . . . . . . . Back Cover

School Outfitters . . . . . . . . . . . . Inside Front Cover

CDW Government LLC . . . . . . . . . . . . . . . . . . . . 16

School Services of California, Inc. . . . . . . . . . . . . 30

Christy White, Inc. . . . . . . . . . . . . . . . . . . . . . . . 43

Schools Excess Liability Fund (SELF) . . . . . . . . . .

93

Cisco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

SchoolsFirst Federal Credit Union . . . . . . . . . . .

12

Climatec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Sehi Computer Products, Inc. . . . . . . . . . . . . . .

92

COLBI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Self-Insured Schools of California (SISC) . . . . . . . 32

Dannis Woliver Kelley . . . . . . . . . . . . . . . . . . . . . 59

Sourcewell . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Dude Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Southwest School & Office Supply . . . . . . . . . . .

EdFiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Staples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Eide Bailly, LLP . . . . . . . . . . . . . . . . . . . . . . . . . .

6

Stifel, Nicolaus & Company . . . . . . . . . . . . . . . .

14

ENGIE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Tarkett . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

78

Equitable (formerly known as AXA) . . . . . . . . . . . 90

TerraVerde Energy . . . . . . . . . . . . . . . . . . . . . .

27

Fagen Friedman & Fullfrost LLP . . . . . . . . . . . . . . 75

Vanir Construction Management . . . . . . . . . . . . 93

Forecast5 Analytics, Inc. . . . . . . . . . . . . . . . . . . . 26

Virco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ForeFront Power . . . . . . . . . . . . . . . . . . . . . . . . 77

94 CASBO 2021 Annual Conference & California School Business Expo

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CASBO 2021 Annual Conference & California School Business Expo 95

Published by California Association of School Business Officials 1001 K Street, 5th Floor Sacramento, CA 95814 Tel: (916) 447-3783 Fax: (916) 447-3794

The foremost authority on school business.

Chief Executive Officer Tatia Davenport Managing Editor Joyce Tribbey Editorial Assistants Lori Smith Julie Randles Phillips Expo Sales Laura Bohannon, CMP, CMM Amber Pankey Your Meeting Pro Advertising Sales CiCi Trino Association Outsource Services, Inc. Layout and Design Sharon Adlis Adlis Design

©2021 CASBO. All rights reserved. The contents of this publication may not be reproduced by any means, in whole or in part, without the prior written consent of the publisher.

96 CASBO 2021 Annual Conference & California School Business Expo

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