CASBO 2023 Annual Conference Program Guide

Program Guide

CASBO 2023 Annual Conference & California School Business Expo 1

1-800-260-2776 | www.SchoolOutfitters.com

Fight learning loss with your ESSER funds We’ll help you create learning space solutions

At School Outfitters, our project experts are ready to help your school make the most of its ESSER funds. We’ll work closely with you to outfit school spaces that address the unique needs of your students and staff.

To learn what sets us apart

Whether you’d like to create a tranquility room to ease student anxiety, remodel a library to make room for tutoring sessions or upgrade a classroom to accommodate special needs, our experts have the furniture you need.

Ready-to-ship inventory

Visit Booth #822

Purchasing compliance

Easily navigate your state’s ESSER purchasing requirements with our expert guidance.

Find the products you need, in stock and ready to ship.

And with our ready-to-ship inventory, you can be sure your ESSER funds project will get done on time and on budget.

Objective-driven space planning

School Outfitters is an authorized California state vendor on these contracts: • LAUSD • San Bernardino County Superintendent of Schools • San Diego USD • NorCal JPA

Multi-phase project management

Plan your spaces around your specific educational goals.

Work with experts who know how to manage large, complex projects.

Hassle-free installation

Tap into our network of reliable installers for customized installation.

Smart business. Smart schools.™

CASBO 2023 Annual Conference & California School Business Expo 2

Welcome to the CASBO 2023 Annual Conference & Business Expo. If you’re considering a bond, preparing for a project or looking for some education construction guidance, join Blach Construction.

Educational Sessions LONG BEACH CONVENTION CENTER Successfully Navigating Inflation, Escalation and Supply Chain Constraints

Building Smarter: Leveraging Innovation for Maximum Bond Impact

DATE Wednesday, April 5th

DATE Thursday, April 6th

TIME 10:30am

TIME 4:15pm

MODERATOR Nicole Johnson, Preconstruction Director

MODERATOR Amber Emery, Project Director

Hospitality Suite

Contact Us

Calling All Heroes!

Let’s Gather

Thursday, April 6th

If we don’t get a chance to connect, feel free to reach out to Dave Finn, Vice President, Education/Regional VP, Southern California at dave.finn@blach.com or 949.800.8878.

5:30pm — 7:30pm

To learn more visit blach.com

Hyatt Regency Seaview C (located on the lower level)

TOGETHER, WE CAN BUILD BRIGHT FUTURES.

blachconstruction

Proud sponsors of the CASBO 2023 “Heroes for Change” Annual Conference & School Business Expo.

CCL #290418

Table of Contents Welcome to Long Beach Diane Deshler, CASBO President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Tatia Davenport, CASBO Chief Executive Officer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 David Creech, Associate Member Committee Chair Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Judy Miller, Annual Conference Committee Chair & Christina Aguilar, Volunteer Task Force Chair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Jeff Young, CASBO Southern Section President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 About CASBO Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2023 CASBO Annual Conference & California School Business Expo General Session Presenters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Committees & Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Presidents & Conferences, 1928-Present . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Scholarship Recipients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Attendee Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Lunch Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Expo Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Daily Schedules Wednesday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Thursday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Friday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Advertiser Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

CASBO 2023 Annual Conference & California School Business Expo 4

How many hours does your district spend on benefits open enrollment?

Your annual enrollment doesn’t have to take so much time.

Customized Enrollment Communication Employee Benefits Education Benefits Admin System Guided Enrollment Support

We can help! Contact me today.

Southern California Branch Office 951-600-0122

Smart business. Smart schools.™

SB-33213-0421

5 CASBO 2023 Annual Conference & California School Business Expo

American Fidelity Assurance Company

Welcome to Long Beach

Diane Deshler Assistant Superintendent, Chief Business Official, Lafayette School District CASBO President Colleagues, it’s my pleasure to welcome you to Long Beach and the 2023 CASBO Annual Conference and School Business Expo! I’m excited we’re together because – as heroes for change – this is your opportunity to add a fresh vision for your practice, build core competencies, get a dose of new inspiration, and share and gather best practices with others.

I encourage you to dialogue, network and engage your way through all there is to learn and explore. Our keynote speakers Mike Rayburn and Heather McGowan, along with a record-breaking lineup of more than 330 exhibitors, are sure to make this year our most informative and insightful gathering yet.

Now that we’re here, let’s make the most of this experience! Dig deep into new learning and discover the industry’s latest innovations. Meet new friends and reconnect with existing ones. Our time together is designed to inspire and ignite us all! We’ll return to our LEAs with renewed enthusiasm and energy to triumph over whatever challenges come our way in the year ahead.

The possibilities are limitless!

CASBO 2023 Annual Conference & California School Business Expo 6

7 CASBO 2023 Annual Conference & California School Business Expo

Welcome to Long Beach

Tatia Davenport Chief Executive Officer, CASBO Welcome to CASBO Annual Conference & California School Business Expo! We’re grateful you’ve joined us for an extraordinary schedule of professional development, technical training, and networking to further our school leadership journey.

This year we have our highest attendance to date, 140+ engaging sessions and more than 330 exhibitors at the expo with the common goal of helping elevate the effectiveness and efficiency of agencies in California.

Your 2023 CASBO conference is packed with learning opportunities across every discipline to inspire each of us here. Our schedule will provide the opportunity to engage with and learn from industry experts, knowledgeable peers, and insightful keynotes. Each offering has been selected and presented to help add value to your experience.

Our networking and social events also offer much-needed time to connect with longstanding and new friends in person.

Special thanks to our partners, members and team who have developed this incredible opportunity.

So welcome once again to CASBO’s 2023 Annual Conference. You are truly Heroes for Change!

CASBO 2023 Annual Conference & California School Business Expo 8

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

Smart business. Smart schools.™

9 CASBO 2023 Annual Conference & California School Business Expo

Welcome to Long Beach

David Creech

District Vice President, AIG Retirement Services CASBO Associate Member Committee Chair

On behalf of CASBO’s associate members. I am thrilled to welcome you to the 2023 annual conference!

There’s nothing we enjoy more than meeting attendees in person, providing thought leadership on the solutions districts need to address their biggest challenges, and hearing what more we could be doing to help you meet the needs of California’s students.

When you see us in the halls of the convention center, during workshops, at social events and in the expo hall, we hope you’ll ask any questions you might have and give us a few minutes to brainstorm how we can help! We’re here for you, and we want to deliver solutions that meet your local education agency’s needs and the needs of your learners.

As the conference theme notes, school leaders like you are the real heroes! And as associate members, we’re here to help you accomplish your mission and fly your career to new heights!

We look forward to interacting with you this week in Long Beach. Let the adventure begin!

CASBO 2023 Annual Conference & California School Business Expo 10

SUSTAINABLE ENERGY PROGRAMS FOR CALIFORNIA SCHOOLS Comprehensive • Funded • Assured

Renewable Energy Generation

School Bus Electrification

Campus Modernization & Efficiency

Energy Storage & Resiliency

Learn more at: solutions.engie-na.com/CASBO

11 CASBO 2023 Annual Conference & California School Business Expo

Welcome to Long Beach

Judy Miller

Director, Risk Management & Environmental Safety, Perris Union HSD CASBO Annual Conference Committee Chair

Christina Aguilar

Assistant Superintendent Business Services, Downey USD CASBO Annual Conference Volunteer Task Force Chair

Welcome! We’ve got so much planned for you here in Long Beach!

We know the superheroes of school business like you already have a lot of knowledge and experience, but we also know there’s no stopping your passion for learning more, leading more, and helping more.

That’s why we’ve been hard at work planning for the ultimate CASBO Annual Conference featuring the California School Business Expo!

Since education and skill building are at the heart of this event and CASBO’s mission, we’ve been working hard to provide programming to meet the needs of the 1,800+ diverse leaders in attendance with 140+ PD sessions, 330+ expo exhibitors, and hundreds of opportunities to make and expand connections.

Start your experience by selecting the sessions that are your not-to-be-missed. Plan your visit to the expo hall, along with meeting and greeting! The stage is set for an incredible opportunity, and all you have to do is dive in and join us!

Thanks for being here. Please make the most of this week in the CASBO multiverse!

CASBO 2023 Annual Conference & California School Business Expo 12

SAFER ENVIRONMENTS WITH CLEANER AIR Climatec helps districts design and implement turnkey infrastructure modernizations to meet federal and state stimulus requirements.

Preparing facilities for safe reopening, our K-12 customers are exceeding health guidelines for indoor air quality and finding budget relief in the process.

• HVAC • Ventilation • Air Purification • Lighting • Building Automation Systems • Renewable Energy • Water Savings Measures, & More!

K-12 LEADE RSH I P TEAM E N E R GYCA @ C L I M AT E C . C O M | W W W. C L I M AT E C . C O M N O R CA L : 9 1 6 . 9 2 6 . 8 8 6 3 | S O CA L : 9 4 9 . 2 3 7 . 0 1 1 0

13 CASBO 2023 Annual Conference & California School Business Expo

Welcome to Long Beach

Jeff Young

Assistant Director, Business Advisory Services, Los Angeles COE President, CASBO Southern Section

CASBO’s Southern Section welcomes you to beautiful Long Beach for an extraordinary week of school leadership development!

We’re excited to have you in our home region, with its gorgeous beaches, fine dining, fun hangouts, and the best and brightest in school business over the next week.

We encourage you to enjoy all that Southern California and CASBO have to offer! Take advantage of the conference’s unparalleled skills and leadership training. Find inspiration to help you think differently in the keynotes and workshops. Network and socialize to engage and connect with your peers throughout the event and our fair city.

We’re happy you’re here and confident you’ll return home re-energized, reconnected, and raring to share what you’ve learned.

CASBO 2023 Annual Conference & California School Business Expo 14

BUSINESS OFFICE TOOLS TO STREAMLINE YOUR BOND, FINANCIAL TRACKING, & PROCUREMENT COLBI's suite of products will keep your team compliant, efficient, and up to date with strong internal controls and real-time reporting.

SM

K-12 Bond Program Management Software

SecureBids

SM

Online Controlled Bidding and Other Submissions

COLBIDocs Construction Document Processing and Storage

QualityBidders Contractor Prequalification Solutions

CONTACT US Jon Patterson Director of Sales and Marketing JPatterson@ColbiTech.com (714) 505-9544

15 CASBO 2023 Annual Conference & California School Business Expo

SM

ColbiTech.com

SM

About CASBO The California Association of School Business Officials (CASBO) is the Golden State’s foremost authority on school business. Founded in 1928, the non-profit organization serves more than 24,000 members by promoting excellence and professionalism in all aspects of school operations. Through innovative professional development, advocacy, and legislative programs, CASBO inspires efficient and effective leadership of California’s K-14 institutions to support the state’s 5.9 million students in the 21st century and beyond. Learn more at CASBO.org and follow #CASBOHeroes on social media for updates.

CASBO Board of Directors President Diane Deshler, Lafayette SD

Eastern Section Director Katie Hylton, San Bernardino CSS

President-Elect Tina Douglas, San Dieguito Union HSD

Southern Section Director Keith Butler, Ph.D., Torrance USD

Vice President Eric Dill, Carlsbad USD

San Diego/Imperial Section Director Jennifer Marrone, San Diego USD

Immediate Past President Richard De Nava, San Bernardino CSS

Associate Member Committee Chair David Creech, AIG Retirement Services

Shasta Cascade Section Director Paul Ziegler, Eureka City Schools

Education Advocacy Foundation Chair Jamie Dial, Kings COE

Sacramento Section Director Kristi Blandford, San Juan USD

Legislative Committee Chair Gary Stine, Orange County DOE

Northern Section Director Robin Schmitt, Brentwood Union SD

Ex Officio Member Tatia Davenport, CASBO CEO

Central Section Director Chris Mano, Burton SD

CASBO 2023 Annual Conference & California School Business Expo 16

Employee benefits designed for you and your staff

You’re looking out for your employees’ well-being and so are we. We offer a variety of benefits designed to meet the unique needs of educators.

• Section 125 plan benefit services • Retirement savings • Group life insurance • Supplemental insurance Find out why we’ve been a trusted school partner for more than 75 years.

Horace Mann Service Corporation and certain of its affiliates (Horace Mann) enter into agreements with educational associations where Horace Mann pays the association to provide services aimed at familiarizing association members with the Horace Mann brand, products, or services. For more information, email your inquiry to association.relations@horacemann.com.

AM-C04574-3 (1-23)

17 CASBO 2023 Annual Conference & California School Business Expo

horacemann.com

About CASBO CASBO Staff Chief Executive Officer Tatia Davenport

Manager, Accounting Cathy Lage-Woods

Chief Financial Officer/ Chief Operating Officer John-Paul Bustamante

Senior Coordinator, Professional Development Priscilla Rios

Chief Learning Officer Tracy Petrillo, Ed.D., CAE

Membership Services Specialist Bonnie Abramson

Assistant Executive Director, Governmental Relations Elizabeth Esquivel

Membership Services Specialist Jenny Peterson

Director, Conference & Events Lori Smith Director, Insight & Analytics David Loyola Director, Online Learning Kristen Gates Director, Policy & Advocacy Mishaal Gill Director, Professional Development Gina Sutherland Director, Sales & Marketing Brenna Hamilton Governance Liaison Michelle Neto Manager, Partnerships & Sponsorships Tricia Meister

Project Coordinator Addison Bangs Virtual Event Specialist Sonia Gill Executive Assistant Lauren Galbraith Legislative Analyst Veronica Molina Bookkeeper Karina Marin

Special thanks to: Sharon Adlis, Adlis Design Laura Bohannon, Meeting Pro CiCi Trino, Association Outsource Services, Inc. Julie Randles Phillips Christina Nordin

CASBO 2023 Annual Conference & California School Business Expo 18

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

Let us help you achieve your financing goals.

Visit www.stifel.com/publicfinance or contact a member of our School Finance Group:

■ Mello-Roos Bonds ■ Certificates of Participation/Leases ■ Short-Term Notes and TRANs ■ Refinancing or Restructuring of Previously Issued Bonds We give back to the communities we serve by providing college scholarships to graduating high school seniors through Stifel’s annual Fabric of Society essay competition and by supporting school-related foundations and functions with charitable contributions. * Source: Thomson Reuters SDC, Ranked No. 1 in California K-12 bonds by par amount and number of issues in 2021.

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

19 CASBO 2023 Annual Conference & California School Business Expo

Northern California | San Francisco Office Bruce Kerns

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

Erica Gonzalez

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

Roberto Lee-Ruiz

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

Southern California | Los Angeles Office Dawn Vincent

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

Robert Barna

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

Frank Vega

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

General Session Presenters

Mike Rayburn Keynote Presentation Wednesday, April 5, 2023 3:45 - 5:15 pm

Heather McGowan Keynote Presentation Thursday, April 6, 2023 10:30 am - 12 pm

Two-time TEDx presenter Mike Rayburn inspires audiences to reach their unrealized potential through his guitar and humor. This unique approach results in a transformational experience that generates exponential results.

Internationally renowned speaker, writer, advisor, and author Heather McGowan prepares leaders to effectively react to rapid and disruptive change in education, work, and society. A leading voice of the Fourth Industrial Revolution, she empowers people to use their courage and insight to illuminate the path forward.

A pioneering music and Internet entrepreneur, Rayburn is a regular on Sirius/XM and morning radio nationwide and has performed as a guitarist with iconic artists like The Beach Boys. He has delivered more than 5,000 presentations in 22 countries for Walmart, Wells Fargo, IBM, Ford, Sony, and many of the world’s top corporations as a Speaker Hall of Fame member.

As a LinkedIn 2017 Top Voice for Education, McGowan’s groundbreaking message demonstrates how the next phase of work will focus on continuous learning. Her work inspires innovation and efficiency while transforming mindsets and organizations around the globe. She is a regular contributor to Forbes and the co-author of three books. Her latest title, “The Empathy Advantage: Leading the Empowered Workforce,” was published in 2023.

CASBO 2023 Annual Conference & California School Business Expo 20

TRACK. MANAGE. REPORT.

ACCURACY & TRANSPARENCY

in Reporting School Construction Financial Information for Key Stakeholders ADDITIONAL SERVICES: CFD Formation CFD Administration Developer Mitigation Negotiation

 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.™

21 CASBO 2023 Annual Conference & California School Business Expo

General Session Presenters

Tatia Davenport CASBO CEO

Vernon Billy CSBA CEO/Executive Director

Edgar Zazueta ACSA Executive Director

Closing General Session Education Management Leaders Panel Discussion Friday, April 7, 2023 10:15 - 11:15 am Join this esteemed executive panel of Education Management Leaders for a discussion on why this moment holds great promise for the future of education. Hear how leadership and association priorities can ensure students attain greater education outcomes and how the education ecosystem can work more congruently towards that goal.

CASBO 2023 Annual Conference & California School Business Expo 22

Happy Hour at 9am!

Smart business. Smart schools.™

Our Proven PB SystemTM Automates Every Single Step of the Procurement Process • Simple Prequalification & Bid Management • Convenient Online Evaluation Protocols • Trusted Contract & Insurance Management • Enhanced Vendor Management

Visit with us at CASBO 2023!

Booth #1337 Join us for a panel discussion with expert Procurement professionals: What Keeps You Up at Night?

Thursday, April 6th 8am – 9am

23 CASBO 2023 Annual Conference & California School Business Expo

23

YEARS

of EXCELLENCE

planetbids.com Tour our eProcurement Ecosystem Contact: sales@planetbids.com (888) 614-2437

Partners Strategic Alliance Partners

Premier Plus Partners

PLAN ADMINISTRATION

PLAN ADMINISTRATION

PLAN ADMINISTRATION

Premier Partners

Education

CASBO 2023 Annual Conference & California School Business Expo 24

25 CASBO 2023 Annual Conference & California School Business Expo

Sponsors Diamond Sponsor Ruby Sponsor

Sapphire Sponsor

Strategic Alliance Partner Sponsors

Premier Plus Partner Sponsors

PLAN ADMINISTRATION

PLAN ADMINISTRATION

PLAN ADMINISTRATION

Premier Partner Sponsors

Associate Member Sponsors

Associate Member Committee

Smart business. Smart schools.™

CASBO 2023 Annual Conference & California School Business Expo 26

WE GET THE MODERN CLASSROOM. To build a classroom that’s ready for the future, you need IT Orchestration by CDW®.

The classrooms of today look very different than those of just a few years ago. With our experts, we will help you build a learning space that enhances connectivity and collaboration to prepare students for success.

See how at CDW.com/education

Smart business. Smart schools.™

Education

© 2022 CDW®, CDW•G® and PEOPLE WHO GET IT® are registered trademarks of CDW LLC.

27 CASBO 2023 Annual Conference & California School Business Expo

Special Thanks to Our Sponsors

Brad Keenan Vice President Keenan

Erica Gonzales Managing Director Stifel

Dave Finn Vice President, Education & Southern California Blach Construction

Ashley Cascio Director, Energy Services Climatec

Genesis Vega Director, Business Development Engie

Darin Ditmar, TGPC TPA Relationship Specialist SchoolsFirst Plan Administration

Catherine Collins Sr. Key Account Manager, Public Sector ODP Business Solutions

Lettie Boggs CEO COLBI

Heidi Axcell Sr. Customer Advisor, K-12 Amazon Business

CASBO 2023 Annual Conference & California School Business Expo 28

We’re right here with you.

Southwest School & Office Supply is headquartered in California, and our entire focus is supporting California schools.

We understand K12, and we’re here to provide the supplies and service your school needs, when you need it.

Southwest School Supply is proud to support the CASBO 2023 Annual Conference.

Smart business. Smart schools.™

SouthwestSchool.com Classroom Supplies • Furniture • Janitorial Supplies • Office Products Paper & Toner • Snacks & Breakroom • Everyday Technology 29 CASBO 2023 Annual Conference & California School Business Expo

Committees & Volunteers Conference Committee Chair Judy Miller, Perris Union HSD Immediate Past Chair Sara Slater, Long Beach USD Accounting Professional Council Chair Kay Pugh, San Diego COE CBO Professional Council Chair Robert Whittenberg, El Dorado Union HSD Child Nutrition Professional Council Chair Marley Nelms, San Dieguito Union HSD Facilities Professional Council Chair Casino Fajardo, Los Gatos-Saratoga Joint Union HSD

Purchasing Professional Council Chair Francince Brissey, Twin Rivers USD Retiree Professional Council Chair Rich Buse, Retired Risk Management Professional Council Chair Rebecca Littlejohn, Oakland USD Special Education Professional Council Chair Calli Coleman, Shasta COE Transportation Professional Council Chair Carlos Chicas, Capistrano USD Associate Member Committee Representative Harold Freiman, Lozano Smith

Financial Services Professional Council Chair Whitney Hardison, Sutter CSS Human Resources Professional Council Chair Cynthia Carrillo, Santa Paula USD Maintenance & Operations Professional Council Chair Carlos Avalos, Del Mar Union SD Payroll Professional Council Chair Lena Young-Gallardo, San Bernardino CSS

CASBO 2023 Annual Conference & California School Business Expo 30

31 CASBO 2023 Annual Conference & California School Business Expo

Committees & Volunteers Associate Member Committee

Volunteer Task Force

Associate Member Committee Chair David Creech, AIG Retirement Services

Chair Christina Aguilar, Downey USD Assistant Chair Angel Kellogg, Downey USD

Assistant Chair Jeff Carew, Frontline Education Immediate Past President/Officer Richard De Nava, San Bernardino CSS Members John Baracy, Raymond James & Associates Tom Barentson, Southland Industries Chris Cuevas, American Fidelity Heather Daud-Rubio, Christy White, Inc. Gregg Ethier, Southwest School & Office Supply Harold Freiman, Lozano Smith Tim Helm, Image Source Craig McAlpin, EH&A/MGT Philip McDermott, Sierra School Equipment Co. Kyle McKibbin, Keenan Erica Peterson, School Innovations & Achievement Matt Phillips, School Services of California, Inc. Samuel Santana, Dannis Woliver Kelley Eugene Murray, Secretary

Task Force Members Rich Buse, Retired Keith Butler, Torrance USD Lou Anne Castillo-Tran, Franklin-McKinley SD Jessica Odanga, Lemon Grove SD Matt Phillips, School Services of California, Inc. Sara Slater, Long Beach USD Maribel Suarez, San Marcos USD Thomas Tan, Huntington Beach City SD

CASBO 2023 Annual Conference & California School Business Expo 32

Dedication.

Innovation.

Results.

Through sophisticated investment banking services and exceptional client service, we are committed to help build the future of education in California.

Our team brings experience, professionalism and integrity to financing K-12 school bond programs in the state of California. With offices in Los Angeles, Pasadena, San Clemente and San Francisco, we pride ourselves on providing creative solutions, top-notch service and low borrowing costs, supporting our clients’ efforts to act as true stewards of taxpayer dollars.

Let us put our experienced local team and deep resources to work for you.

RANDY MERRITT, Managing Director 949.485.5903 // randy.merritt@raymondjames.com JOHN R. BARACY, Managing Director 424.303.6406 // john.baracy@raymondjames.com

RELATIONSHIPS | IDEAS | EXECUTION

RJCASchoolBonds.com

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. 22-PF-1095 TA 1/22

33 CASBO 2023 Annual Conference & California School Business Expo

Saving the day with technology.

Equipping a district to succeed.

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

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

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

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

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

ODP Business Solutions

888.263.3423 | odpbusiness.com/education

ODP and ODP Business Solutions are trademarks of ODP Business Solutions, LLC. © 2023 ODP Business Solutions, LLC. All rights reserved.

ofd3559 01.23

CASBO 2023 Annual Conference & California School Business Expo 34

Presidents & Conferences, 1928-Present 1928

(Organizational), Oakland

1959-60 George H. Geyer, Fresno

1928-29

W.E. Whalen, Los Angeles

1960-61 George C. McGinnis, Los Angeles

1929-30

W.E. Record, San Francisco

1961-62

Ernest W. Carl, Berkeley

1930-31

David P. Hardy, Fresno

1962-63

Joseph F. Fogarty, Coronado

1931-32

George Yelland, Long Beach

1963-64 Edgar C. Egly, Bakersfield

1932-33

L.L. Smith, Bakersfield

1964-65 James C. Roos, Los Angeles

1933-34

William H. Cox, Alameda

1965-66 Jack R. Sadler, San Francisco

1934-35

John T. Cate, Coronado

1966-67 Robert A. Webber, Coronado

1935-36 J. W. Edgemond, Fresno

1967-68

1936-37

Arthur A. Knoll, San Francisco

1968-69 Robert G. Barnes, Anaheim

1937-38

John A. Ormond, Riverside

1969-70

H Marshall Hansen, Sacramento

1938-39

S.C. Joyner, Oakland

Albert J. Churchman, Fresno

1970-71

Eldon E. Price, Los Angeles

1939-40 Donald B. Rice, Coronado

1971-72

Robert L. Michell, San Francisco

1940-41

Walter Barber, N/A

1972-73

Robert Fisher, San Diego

1940-41

Vaughn D. Seidel, El Monte

1973-74

Richard B. Eaton, Lake Tahoe

1941-42

Al P. Mattier, Coronado

1974-75

Anthony V. Trovato, San Francisco

1942-43

M.P. Haviken, Fresno

1975-76

Donald W. Luce, Los Angeles

1943-44 John D. Berger, Fresno

1976-77

James Graves, San Diego

1944-45 Clyde S. Yerg, Fresno

1977-78

Lewis E. Holtman, Fresno

1945-46 Louis L. Cunningham, San Diego

1978-79

Ira S. Carter, Lake Tahoe

1946-47

Harold Yost, Santa Cruz

1979-80

John C. Wolfe, San Francisco

1947-48

Tom K. Hounsley, Coronado

1980-81 Herman L. Pede, Los Angeles

1948-49 Ralph J. Raitt, Santa Cruz

1981-82

George C. Palmer, San Diego

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

1982-83

Peter A Lippman, Fresno

1950-51

Ralph C. Dailard, Hobergs

1983-84 Arthur O. Bachelor, Lake Tahoe

1951-52

Joseph P. McElligott, Coronado

1984-85 Carl E. Thompson, Monterey

1952-53

Rhodes Elder, Coronado

1985-86 Howard A. Erickson, Anaheim

1953-54 Thomas H. McCandless, Santa Cruz

1986-87 Calvin A. Hall, San Diego

1954-55

1987-88

Donald D. Cunliff, Coronado

Lydia L. Lobdell, Fresno

1955-56 J.C. Trombetta, San Francisco

1988-89 Anthony R. Turcotte, Lake Tahoe

1956-57

Myron A. Hesse, Coronado

1989-90 Stanley A. Flandi, Monterey

1957-58

Clifford R. Metz, Los Angeles

1990-91

Benny E. Langley, Anaheim

1958-59

Owen J. Cook, San Diego

1991-92

Marlene Brownell, San Diego

35 CASBO 2023 Annual Conference & California School Business Expo

1992-93

Charles Hanson, Fresno

1993-94 Eugene W. Murray, Sacramento 1994-95 Helen D. Kerrian, San Jose 1995-96 David L. Hurlbut, Long Beach 1996-97 Pat Gibbons, San Diego 1997-98

Mary W. Turcotte, Sacramento

1998-99 Charlene Timilione, Anaheim 1999-00 Sarah Hart, Ontario 2000-01 Ron Damschen, Santa Clara 2002-03 Barbara Dean, San Diego 2003-04 Susan Murai, Sacramento 2004-05 Nick Ferguson, Anaheim 2005-06 Pearl Iizuka, San Diego 2006-07 Lora Duzyk, San Jose 2007-08 Bill McGuire, Anaheim 2008-09 Eric D. Smith, San Diego 2009-10

Sharon Ketcherside, Sacramento

2010-11

Renee Hendrick, Anaheim

2011-12

Gary Matsumoto, San Diego

2012-13

Michael Johnston, Long Beach

2013-14

Rich Buse, Sacramento

2014-15

Vince Christakos, San Diego

2015-16

Leeann Errotabere, Pasadena

2016-17

Melissa Anderson, Long Beach

2017-18

Nina Boyd, Sacramento

2018-19

Christina Aguilar, San Diego

2019-20

Molly Schlange, Palm Springs

2020-21

Jamie Dial, Long Beach

2021-22

Richard De Nava, Sacramento

2022-23

Diane Deshler, Long Beach

CASBO 2023 Annual Conference & California School Business Expo 36

Premier Plus Partner of CASBO

Empower teachers | Increase efficiency | Maintain guardrails

To learn more, go to www.amazon.com/k12

37 CASBO 2023 Annual Conference & California School Business Expo

Scholarship Recipients Ryan Brewer,* La Mesa Spring Valley School District Roxana Cruz,* San Rafael City Schools Brittney Dixon,* Placentia Yorba Linda Unified School District Mary Driscoll,* Sylvan Union School District Jeff Gamir,* Colfax Elementary School District Tammy Giordano,* Brea Olinda Unified School District Jana Hanak,* Alpine County USD & COE Michelle Howe-Kelton,* Carlsbad Unified School District Christine Le,* Los Angeles County Office of Education Melanie Marcella,* Los Banos Unified School District Jordan Miles,* Inglewood Unified School District Angela Pacheco, Glenn County Office of Education Vanessa Romero,* El Tejon Unified School District

* First-time CASBO Annual Conference attendee.

CASBO 2023 Annual Conference & California School Business Expo 38

CASBO SBU SCHOOL BUSINESS UNIVERSITY

Level up your career anytime, anywhere, and on any device with School Business University (SBU).

Choose from our growing library covering accounting, nutrition, payroll, purchasing, facilities, budgeting, M&O, year-end closing, and more.

Best of all, introductory courses are free for CASBO members!

EXPLORE SBU Not a CASBO member? Join today!

39 CASBO 2023 Annual Conference & California School Business Expo

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

•

Download the conference app Get program additions and last-minute updates, plus plan your agenda, find Expo exhibitors, download handouts, take notes, evaluate programming and more. Click or scan the QR code below to download now and use your CASBO registration email address to log in.

•

Visit CASBO’s Info/Tech Help Desk If you need help navigating conference, this is your “go-to” spot for information. Located in the Long Beach Convention Center near registration, CASBO staff will be on hand to provide you with information and assistance.

•

Attend Sessions More than 140 sessions led by industry experts cover every school business topic and discipline.

Earn CEUs, certifications, and more to take your career to new heights.

•

Wear your badge Earn CEUs toward certifications and more...

•

Enter to win Expo prize drawings Prizes include gift cards and a variety of amazing items!

•

Join the conference’s conversation online at #CASBOHeroes Follow @CASBO on Facebook, Instagram, LinkedIn, and Twitter to connect with attendees on social media and include hashtag #CASBOHeroes in posts to share your experiences.

CASBO 2023 Annual Conference & California School Business Expo 40

DWK provides focused legal representation and practical counsel in support of your core mission: educating the creative minds of students.

www.DWKesq.com | 41 CASBO 2023 Annual Conference & California School Business Expo

@DWKesq

Lunch Options Professional Council Luncheons Additional cost, advance registration required.

Wednesday, April 5, 2023 11:45 am - 1 pm

Professional Council Luncheons Additional cost, advance registration required.

Thursday, April 6, 2023 12:15 - 1:45 pm

Hyatt Regency - Regency A Ballroom Human Resources & Retiree Retirement Planning for HR Teams Retirement planning is a process through which districts and county offices offer necessary options to employees that lead to departing financially secure. The goal is to support comfortable living throughout the golden years.

Presenters: Cynthia Carrillo, Executive Director, HR, Santa Paula USD and Rich Buse, Retired, Carpe Diem, Consulting for Educational Business Services

Hyatt Regency – Beacon AB Ballroom CBO Enjoy a networking lunch with an added learning experience with Heather McGowan – the Keynote presenter. Gain courage and inspiration in the path to lead your school business staff forward.

Examine how the next phase of hiring and retaining a workforce will focus on continuous learning and empathetic leadership.

Hyatt Regency - Regency BC Ballroom Maintenance & Operations Attendance Improvement and ADA Funding Results Learn about attendance improvement and ADA Funding results. Explore a partnership with the Mayo Clinic. Hear about district relationships with some of the largest schools in the country.

Presenters: Jennifer Knuckles, CEO, R-Zero; Art McDade, Vice President, 2ionLabs; Frank Presco, Director, Partner Relations, R-Zero and Jim Wallis, President, 2ionLabs/R-Zero Affiliate Hyatt Regency - Regency DEF Ballroom Risk Management The Good, Bad and Ugly: Liability Lessons Learned Recent settlements and lawsuits affecting school districts will be highlighted. Apply lessons learned to prevent similar ones from occurring. Keep district funds in the classroom and not in the claims.

Presenters: Stephan Birgel, Chief Claims Officer, Property & Liability Program, Alliance of Schools for Cooperative Insurance Programs (ASCIP) and Reshan Cooray, Executive Director, Property & Casualty Programs, Alliance of Schools for Cooperative Insurance Programs (ACSIP)

Hyatt Regency – Shoreline AB Purchasing Leadership, Relationships, and Office Politics: Perspectives on School Business Leadership Leading would be a lot easier without the people!

Leadership – in whatever form – is difficult, tricky, and constantly changing. Join two seasoned (and often worn out) education and school business leaders, also married for 26 years, who boast of being happy with each other most of the time. Hear light-hearted perspectives on how school business leadership may have transformed in the world and gain insights to navigate it.

Presenters: Marci McFadden, Chief of Communications and Public Engagement, Monterey Peninsula USD and Brett McFadden, Deputy Superintendent, Monterey County Office of Education

Lunch on your own, near the Long Beach Convention Center www.visitlongbeach.com/food-drink/

CASBO 2023 Annual Conference & California School Business Expo 42

43 CASBO 2023 Annual Conference & California School Business Expo

Expo Information Expo Hours Wednesday, April 5 Grand Opening Reception 5:30 - 7:30 pm Exhibit Hall AB Lanyard is required to enter reception. Please check your conference bag for a complimentary beverage ticket. Enjoy food and drink.

Expo Hours Thursday, April 6 9 - 4 pm Expo Hours 9:15 - 10:15 am Dedicated Expo Hour No sessions 12 - 1:30 pm Expo closed for lunch 3 - 4 pm Dedicated Expo Hour No Sessions

Join our session: “Trust Prefunding for OPEB/ Pension During Uncertain Times” On Thursday, April 6th, at 2pm

Learn how your district can prepare for fiscal challenges ahead including rising CalSTRS/PERS costs, the “fiscal cliff” and declining enrollment, through the use of Section 115 trusts and other tools that help address these and other workforce challenges that districts are facing.

Visit with PARS at Booth 1327 or contact us at (800) 540-6369 ext. 127; info@pars.org to learn more.

CASBO 2023 Annual Conference & California School Business Expo 44

Daily Schedule I Wednesday, April 5 8 - 9 am Room 102A ACA Won’t Go Away: Are you at Risk for Being Fined?

ACA is here to stay, which requires management and upholding compliance. Avoid fines for reporting missteps. Hear case studies from others who’ve experienced infractions and fines. Learn why to complete reporting early. Know how to fix errors before penalty letters start.

Presenters: Jessica Frier, JD, Director, Employee Benefits Compliance Law, American Fidelity and Geoff Hinton, Regional Manager, American Fidelity Room 204 Become Your District’s Spreadsheet and Excel Hero Still learning spreadsheets, like Excel? Afraid to tackle a project? Build confidence and gain tips to create and im-plement a data system that brings out your super-powers. Monitor, test, and detect potential issues to increase data integrity. Sharpen your skills to be your best spreadsheet self.

Presenter: Christopher Raymundo, District Fiscal Advisor, Contra Costa COE Room 101B Capital Asset Accounting Define how to account for capital assets from acquisition to the year-end closing process. Learn how to report Capital Assets of Governmental Activities. Learn how to track works in progress and to differentiate between routine repairs and capital assets.

Presenter: Heather Rubio, Principal, Christy White, Inc.

Room 104C Communication and De-Escalation Consider an effective, universal communication system that helps professionals maintain their own behavior in stressful, critical situations. Learn how to gain compliance from difficult people and achieve cooperation. The formula has been tested and used effectively for years in many crisis situations and public interactions.

Presenters: Jennifer McCain, Senior Risk Services Consultant, Alliance of Schools for Cooperative Insurance Program (ASCIP); Erin Tarkanian, Environment Health and Safety Specialist, Redwood Empire Schools’ Insurance Groups (RESIG) and John Wilson, Northern California Projects Director, Knowledge Saves Lives Room 203A Developing Capacity Within District Special Education Programs Special education programs have increasingly become more nuanced and difficult to navigate for districts and families. Prone to legal considerations and budget concerns, the ability to develop greater capacity and streamlined processes for staff can greatly increase the effectiveness of a district’s special education program.

Presenter: Jennifer Baldassari, Partner, Lozano Smith

45 CASBO 2023 Annual Conference & California School Business Expo

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, email VEBASales@mcgregorinc.com

CASBO 2023 Annual Conference & California School Business Expo 46

Daily Schedule I Wednesday, April 5 8 - 9 am Room 203C Essential IT Strategies Collaboration is essential between IT (tech), human resources, finance, payroll, and administrative/ business services. Take a rapid review of key areas to consider, such as: document management automation; data analysis, reporting and data visualization; and device replenishment, deployment, and support.

Presenters: Alvin Constantino, Director of nformation Technology, Orange County DOE; Eric Luong, Software Applications Manager, Orange County DOE and Louis Mazzarini, Director of Information Technology, Orange County DOE Room 103B Environmental Sustainability Programs that Make a Difference School partners at all levels can play a key role to advance sustainability. Explore how to effectively combine multiple sustainability projects into a broader initiative that supports district goals. Gain tangible recommendations to navigate the technical components of sustainability solutions. Examples will include electric bus procurement and charging infrastructure, outdoor classrooms and related funding.

Presenters: Casino Fajardo, Director of Facilities, Maintenance Operations and Transportation, Los Gatos-Saratoga Jr. Union HSD; Elliott Feldman, Program Manager, Schneider Electric; Roger Orth, Senior Director, Maintenance, Operations & Transportation, Modesto City Schools; Gilbert Rosas, Director II, Sustainability & Adaption, Modesto City Schools and Tim Zearley, Associate Superintendent, Business Services, Modesto City Schools

Room 104B Financial Services: Meet & Greet Networking with Financial Services professionals.

Presenter: Whitney Hardison, External Business Coordinator, Sutter CSS Room 201A Indoor Air Quality Assess, meet compliance, and plan for the future of your school district’s indoor air quality projects.

Keep students and staff in safe, clean, and healthy environments while preventing the spread of harmful fumes, airborne microbes, or viral materials. Apply a layered approach to exceed standards.

Presenter: Doug Williams, Director, MOT, Merced City SD 202B First Time Attendee and New CASBO Member Meet & Greet Great opportunity for first-time attendees to interact with industry experts and peers in an informal setting. Build relationships with like-minded individuals and create opportunities for future collaborations.

Room 102C Leading Transportation Let’s face it, not everyone in transportation has a management career goal. Maybe someone noticed your ‘leadership gene’ when you were a school bus driver or garage manager. Take the lead by identifying immediate needs, getting to know your staff, and becoming a student of ‘the business’ of school business.

Presenter: Cristian Lepe, Director of Transportation, Mt. Diablo USD

47 CASBO 2023 Annual Conference & California School Business Expo

Meet the asset management software that does it all Dude Solutions is now Brightly. We deliver a complete enterprise asset management solution supported by decades of experience, thousands of implementations and satisfied clients who trust Brightly as the partner to light their path to success. Let’s build a bright future together. brightlysoftware.com

CASBO 2023 Annual Conference & California School Business Expo 48

Daily Schedule I Wednesday, April 5 8 - 9 am Room 101A New Buyer Basics Explore an introduction to purchasing concepts for entry-level purchasing clerks, technicians, buyers, and similar roles. The purchasing team is an integral part of the business department. Learn about various compliance requirements for bidding, contracting, fixed assets and more. Understand the importance of providing exceptional customer service to all stakeholders for the common goal of supporting student success.

Presenter: Tiana Barton, Director of Fiscal Services, Del Mar USD Room 102B Operational Efficiency in the Kitchen Learn how to set up your child nutrition program leaders for success with kitchen efficiencies. Explore new and innovative methods that reduce stress, minimize staff absences, and increase morale within the team.

Presenter: Crystal Eatherton, Director, Child Nutrition, Placer Union HSD Room 104A Pension Leaders Update: Fiscal Outlook for STRS/PERS CBOs are asked, “Will our district pay for CalPERS and CalSTRS and how?” Schools face a year of no specifically directed State General Fund assistance in off-setting cost increases. Revisit the challenges of balancing out-year budgets. Explore the complex work of pensions, retirement, and school budgets.

Presenters: Marcie Frost, CEO, CalPERS; Kevin Gordon, President, Capitol Advisors Group, LLC; Cassandra Lichnock, CEO, CalSTRS and Rob Mangewala, CBO, Napa Valley USD

103A Reflecting on 2022: GO Bonds and Politics Moving Forward Hear aspects from political, legal, and financial experts. Discuss results of the 2022 GO Bonds Election cycle. Consider the set up for local GO bond issuance for 2023 and planning for GO bond elections for 2024.

Presenters: John R. Baracy, Managing Director, Raymond James & Associates, Inc.; Jared Boigon, Partner, TBWB Props and Measures; Donald Field, Partner, Public Finance, Orrick Herrington & Sutcliffe and Rebekah Kalleen, Legislative Advocate, Murdoch, Walrath & Holmes Room 202A Retirement: The New Beginning Peers and mentors will assist those who have retirement on their minds. Hear tips and suggestions on financial guides, travel information, social security, CalPERS and other popular needs to prepare the transition into retirement.

Presenter: Rich Buse, Retired, Carpe Diem Consulting for Education Business Services Room 201B Timecards: It Doesn’t Have to be So Hard District-level processes impact student outputs and outcomes. With staffing shortages, timesheets have grown in demand and volume. With recurring monthly deadlines, change management is key to success in implementing new technology. Learn how to streamline business forms for greater efficiency and transparency.

Presenter: Nickie Hoff, Assistant Director, Business Services, Riverside USD

49 CASBO 2023 Annual Conference & California School Business Expo

Years of Supporting California Public Education

With the support from players, retail partners and our local communities, the California Lottery has contributed over $39 billion to California public schools since 1985. Lottery funding goes to K-12 public schools, community colleges, the California State University, the University of California, and other school jurisdictions.

For more information on the Lottery’s contributions to California public schools, please visit: www.calottery.com/who-benefits

Daily Schedule I Wednesday, April 5 8 - 9 am

9:15 - 10:15 am

Room 203B Why Your Employer-Sponsored Plan May Be Broken: A Discussion About How to Solve the Problem Discuss changes that can be made to employersponsored plans to help retain top-employees and save Districts money.

Presenter: Kelsey McCarthy, Strategic Relationship Manager, CA, Equitable

Room 101B Are Your Business Payments Safe?

Check processing has risks and exposes accounts payable to fraud risk. With internal and external threats on the rise, accounting teams must mitigate risk, safeguard sensitive bank information, and ensure the integrity of the accounting system.

Assess how electronic payment solutions, such as virtual cards and ACH transactions, provide greater protections to manage the risk of payment fraud.

Presenter: Sierre Lindgren, Fraud Team, Paymerang Room 104A California’s Newly Emerging Political Landscape California’s political backdrop has impacts on policy and finance. What is to come in 2023 with the largest legislative turnover since the inception of term limits?

Election-year politics and post-COVID policy struggles shape K-12 legislation and budgets. Explore new investments, declining enrollment and new laws that will shape our schools.

Presenters: Rich De Nava, Chief Business Officer, San Bernardino CSS; Elizabeth Esquivel, Asst.

Executive Director, Governmental Relations, CASBO; Kevin Gordon, President, Capitol Advisors Group, LLC; Jack O’Connell, Partner, Capitol Advisors Group, LLC and Barrett Snider, Partner, Capitol Advisors Group, LLC Room 104B CalCPA Title: TBD Description: TBD Presenter: Denise Froemming, CPA, CAE, MBA, President & CEO, California Society of CPAs

51 CASBO 2023 Annual Conference & California School Business Expo

®

Virco leads the way in flexible furniture for today’s evolving classrooms.

©2022 Virco, Inc.

REF# 22002

virco.com • 800-448-4726 CASBO 2023 Annual Conference & California School Business Expo 52

Daily Schedule I Wednesday, April 5 9:15 - 10:15 am Room 201B CalPERS Hot Topic: Limited Duration Regulation Discuss new regulations and how they will affect school employers.

Presenter: Renee Ostrander, Division Chief, Employer Account Management Division, CalPERS Room 202B Charter School Financial Oversight: Deep Dive Take a deeper look into financial analysis. Identify helpful tools, forms, documents, and applicable materials to support success in the charter financial arena.

Presenter: Debi Deal, CCAP Treasurer, Bright Lake Room 204 Connecting and Collaborating in Conflict It is essential to work cooperatively with others, even when relationships are steeped in conflict.

Challenges occur when you are not the direct supervisor or must work with those who have opposing views. Determine how to gain influence without having direct authority. Define how to connect, build relationships, maintain trust, and work with challenging colleagues.

Presenter: Kimberly Vallee, Leadership Consultant, K2 Consulting Room 103C Female Leaders: Inspire, Influence and Succeed Gain tips to earn respect, better navigate politics and bounce back after setbacks. Design support systems for strong, influential leadership. Embrace your role while expanding your skills in effectiveness. Fully embrace a leadership mindset.

Presenter: Lisa Gonzales, Ed.D., Chief Business Officer, Mt. Diablo USD

Room 102B Financially Sustainable Meals It is possible to design financially sustainable menus without sacrificing taste or variety. While battling supply chain issues, product shortages and staffing issues, schools might shift their focus on fast and easy, heat and serve meals. Discover resources and methods to manage the cost of meals without compromising quality for your students.

Presenter: Crystal Eatherton, Director of Child Nutrition, Placer Union HSD Room 203A How CBOs Can Support Improved Achievement and Address Learning Loss The 3-year ADA average creates a potential fiscal cliff unless trends can be reversed. How can LEAs restore confidence and trust with our communities?

Discuss approaches to communicate the importance of attendance with all students. Take a proactive approach to rebuild attendance habits and increase ADA. Presenter: Erica Peterson, National Education Manager, School Innovations & Achievement Room 203B Plan for Bond Election Success Recent years have been exceptionally challenging for school districts – navigating the pandemic, a divisive political climate, declining enrollment, and a looming recession. The need for facilities funding remains an imperative part of student success. Examine lessons learned from the November 2022 bond election cycle and how to best prepare for 2024 as the next opportunity to pass a bond and continue to fund facilities.

Presenters: Rick Edson, Chief Business Official, Redwood City SD; Alisha Fogerty, Chief Business Officer, Alvord USD; Erica Gonzalez, Managing Director, STIFEL and Joy Kummer, Partner, TBWBH Props & Measures

53 CASBO 2023 Annual Conference & California School Business Expo

CASBO 2023 Annual Conference & California School Business Expo 54

Daily Schedule I Wednesday, April 5 9:15 - 10:15 am Room 201A Protecting the Contract Price and Avoid Paying Twice Manage change orders and follow easy steps during construction to limit the district’s liability to the contract price. Determine when and how to apply conditional and unconditional waivers and releases, withholding for stop payment notices, and when to allow joint check agreements.

Presenters: Patrick Cisneros, Director of Facilities Services, Desert Sands USD and Deidree Sakai, Shareholder, Dannis Woliver Kelley Room 104C Restoring Confidence in School Safety After shootings, natural disasters, and COVID, the question of school safety continues to surface. Consider strategies to help restore student, staff, and parent faith in school safety. Explore methods to restore trust by building effective risk communications campaigns. Utilize behavioral economics in staff and parent engagement activities. Collaborate to ensure endorsement for risk activities.

Presenters: Donna Gingera, Principal, Hour-Zero School Emergency Program and Aaron Masson, Principal, Hour-Zero School Safety Programs Room 103B Safe and Sound: Legal Guidance on School Security Providing safe school environments is a top priority for districts. Learn best practices, legal considerations, and real-life examples of facility security with online monitoring of student threats, law enforcement access to surveillance systems and records, and other topics of both physical and cyber security.

Presenter: Gretchen Shipley, Partner, F3 Law

Room 101A Software Procurement Simplified for Educational Technology Districts face technology issues of order lead time, classroom and administrative software solution needs, and staff time constraints. Plan to streamline software procurement to focus on product implementation and student learning needs.

Presenters: Michelle Bennett, Procurement & IT Contracts Specialist, Irvine USD; Leeann Errotabere, Director of Purchasing, Clovis USD and Michael Johnston, Associate Superintendent of Administrative Services, Clovis USD Room 203C The ABC’s of Career Technology Education Assess the importance and benefits of Career Technical Education in classrooms and districts.

Determine why CTE is important from a business perspective. Explain why CTE benefits businesses and communities. Debunk typical myths.

Presenters: Elena Hernandez, Program Manager, Colton Redlands Yucaipa ROP and Tracy Zerpoli, Superintendent, Colton Redlands Yucaipa ROP Room 202A Working After Retirement Have you considered ideas to work after retirement?

Consider the do’s and don’ts of contracts with counties and school districts that hire temporary support.

Define contract language including time, costs, insurance, taxes, travel expenses, etc.

Presenter: Rich Buse, Retired, Carpe Diem, Consulting for Educational Business Services

55 CASBO 2023 Annual Conference & California School Business Expo

10:30 - 11:30 am Room 201A Curb Appeal: Instilling Pride Through School Appearance Attractive facilities instill pride and motivate staff and students to do their best work. Beautiful schools inspire support and favor bond measures. Learn how to garner support for curb-appeal projects. Lead facilities, maintenance, and grounds staff to be contributors of this success. Collect helpful input from school staff, conduct walk-through visits, and establish timelines that optimize efficiency and success.

Presenters: Alan Garde, Assistant Superintendent of Business Services, Hayward USD and Peter Parenti, Vice President, Strategy, TRiGroup, Inc.

Room 202A Capitol Insights: The State Outlook on Education This session will provide an overview of the myriad issues in the 2022-23 legislative session, including the state’s fiscal conditions, the future of school funding, facilities support, and more. Join us to learn and gain an “insider’s look” at what’s in store for the second half of the legislative session and learn about CASBO advocacy efforts that are underway to support local education agencies.

Presenters: Elizabeth Esquivel, Assistant Executive Director, Governmental Relations, CASBO and Mishaal Gill, Director of Policy and Advocacy, CASBO Room 202B Charter School Financial Analysis: Deep Dive Take a deeper look into financial analysis. Identify helpful tools, forms, documents, and applicable materials to support success in the charter financial arena.

Presenter: Debi Deal, CCAP Treasurer, Bright Lake Room 101A Contract Termination: Going Where No One Wants to Go Learn factors, alternatives, parties, costs, actions, and instruments used in contract termination. Define the issues and determine if they are curable. Create a contract termination checklist and review termination scenarios. Become better prepared to address future situations.

Presenter: Neil Groom, Director, Contracts and Purchasing, Orange USD

Room 203B Difficult Conversations for Successful Outcomes Navigating difficult conversations is a crucial part of advancing your career path and supporting your team members. Discover tricks, tools, and techniques to support proactive resolution for conflicts, toxic behavior, and difficult or uncomfortable conversations.

Presenter: Lynne Lees, Communications Manager, KYA Room 104A Enrollment Marketing, Get More Students Most districts are facing declining enrollment and have no coordinated marketing effort to attract students. Explore audiences from inter-district permits, students from private schools and home school families. Assess enrollment marketing examples.

What did they try, what worked, what lessons did they learn, and what is the plan moving forward?

Presenters: Keith Butler, Ph.D., Chief Business Official, Torrance USD and Sara Myers, Director, Communications, Torrance USD

CASBO 2023 Annual Conference & California School Business Expo 56

Daily Schedule I Wednesday, April 5 10:30 - 11:30 am Room 203C How to Collaborate with the IT Department IT Departments can be misunderstood with a reputation of pushback. Understand why IT seems to start at “no.” What makes IT tick? Outline effective ways to communicate needs, break through and move IT from “No” to “Yes.” Presenter: Robert Sidford, Director, Technology and Innovation, Mt. Diablo USD Room 102B Kitchen Infrastructure and Training Funds Review the Kitchen Infrastructure and Training (KIT) funding allocation for LEAs to purchase equipment, upgrade kitchen infrastructure and offer food service staff training. Panelists will share KIT Funds uses in their districts.

Presenters: Jennifer Marrone, Food & Nutrition Business Manager, San Diego USD; Marley Nelms, MPA, RDN, SNS, Director of Nutrition Services, San Dieguito Union HSD; Anna Scimone, Director of Nutrition Services, Escondido Union SD; Naomi Shadwell, Executive Director of Child Nutrition Services, San Marcos USD and Juan Valencia, Director of Nutrition Services, Romoland SD Room 103C Leading Diversity, Equity & Inclusion without Guilt, Blame and Division You’ve heard it before, if you’re not uncomfortable, you’re not growing. Prepare to dive into an unconventional, objective examination of what DEI has meant in the past. Consider ideas for leaders now and in the future. Challenge preconceptions and discover your best self. Unleash the power of a guilt-free approach that moves beyond tolerance to create a culture of variegated excellence.

Presenter: Shawn S. Cabey, Assistant Superintendent, Administrative Services, Westside Union SD

Room 103B Planning a Multi-Campus Site Walk through the strategies and process of planning a multi-school facility. Highlight the value and lessons learned during the community outreach and design process. Consider the alignment of educational goals, facilities im-pact, challenges, and opportunities gained to pull it all off.

Presenters: Casino Fajardo, Director of Facilities, Maintenance Operations and Transportation, Los Gatos-Saratoga Jt. Union HSD; David Miranda, Executive Director, Long Beach USD, Facilities Development & Planning and Kate Mraw, Director K-12, LPA Design Studios Room 204 Prioritizing Student Mental Health and Safety In a world heavily influenced by social media, trends, and shock value, student mental health has increasingly become more of a concern. Districts face risks with bullying, retaliation protection, and vandalism.

Examine tools and resources that protect and prevent your district from experiencing escalated emergencies and enhance a healthy school climate for students.

Presenter: Emily Fenner, CatapultK12 Room 104C Protect Your Data from Bad Actors Investigate what to look for when bad actors are gaining access to information, personally or through your district. Consider common access points that we may not consider on public Wi-Fi. Enforce passwords updates and add extra security features to personal accounts.

Presenter: Carl Fong, D.B.A., CGEIT, CISM, CCTO, Chief Technology Officer, Orange County DOE

57 CASBO 2023 Annual Conference & California School Business Expo

PIGGYBACK PURCHASING CONTRACTS

Hundreds of contracts at

www.PEPPM.org

Daily Schedule I Wednesday, April 5 10:30 - 11:30 am Room 102C Reducing Energy Spend and Increasing General Fund Find out about new legislation allocating funding for energy projects. Explore what components are included in an energy project and learn from different districts. Determine the best ways to use technology to support this legislation and the optimization of these funds and energy savings for your District.

Presenters: Jennifer Butler, Facility Solutions Specialist, Energy Services, SitelogIQ and Ryan Hoest, Vice President Technology Services, SitelogIQ Room 101B Risk Management: The Unsung Hero in the Universe of Financial Madness Expenditure villains are lurking around every corner, it can often feel like you need extraordinary powers to perform heroic actions. Heroes are made by the path they choose, not the powers they are graced with.

Successfully navigate the universe filled with endless risk management decisions that can ultimately define your fate.

Presenters: Brad Keenan, Vice President of Property and Casualty, Keenan and Eric Preston, Senior Vice President, Integrated TPA Operations, Keenan

Room 104B SACS Web System The Standardized Account Code Structure (SACS) Web-based Financial Reporting System (Web System) was released in April 2022, replacing the legacy desktop software. Participants will learn tools, tips and answers to some of the most frequently asked questions regarding the SACS Web System’s unique features such as user management, importing and exporting data files, navigating the dashboard, form locking, and promoting datasets through the system.

The latest updates regarding the system release schedule will also be provided.

Presenter: Christine Davis, Education Fiscal Services Administrator, Financial Accountability and Information Services, California Department of Education Room 203A Special Education Accountants Unite Accounting for Special Education is a niche skill set with a knowledge base, training requirements, and allocation differences. Identify general topics, extraordinary costs, grant funding and reporting.

Consider data’s impact on funding. Expand your network of others serving in this field.

Presenter: Calli Coleman, SELPA Accountant, Shasta County SELPA

59 CASBO 2023 Annual Conference & California School Business Expo

Are you surprised educators are struggling to find housing that is affordable?

We’re not.

Accessible. Affordable. Proven.

California’s critical shortage of affordable rental housing has forced many educators and staff members to choose between crippling housing costs or a grinding daily commute. This lack of housing has placed many districts at a competitive disadvantage in attracting, hiring and retaining employees.

Teacher-Staff Housing GO Bonds allow districts the opportunity to build below-market rental housing to help their employees live in and be part of the community in which they work.

Contact DS&C to learn more about Teacher-Staff Housing.

Thinking forward.

Copyright ©2022 Dale Scott & Company

CA K-14 FINANCIAL ADVISOR | 415.956.1030 | dalescott.com

CASBO 2023 Annual Conference & California School Business Expo 60

Daily Schedule I Wednesday, April 5 10:30 - 11:30 am

1:15 - 2:15 pm

Room 103A Successfully Navigating Inflation, Escalation and Supply Chain Constraints Unpredictable costs. Fluctuating materials availability. Labor shortages. These, plus logistics and other supply chain-related challenges, pose massive and potential risks for any district embarking on a construction project. Come learn what has been driving these ongoing issues and how your district can best protect itself and your upcoming projects from being adversely impacted.

Presenters: Ryan Holman, Senior Project Manager, Blach Construction; Nicole Johnson, Preconstruction Director, Blach Construction; Travis Kirk, Owner, TBK Construction Management; Sandy Mendler, AIA, LEED Fellow, Studio Director, Education Leader, Principal, Gensler and Ellen Powers, Project Manager, Blach Construction

Room 101B Account Code Introduction New employees in accounting and those promoted may not hold a clear understanding of the account code structure. Gain a basic understanding of how to expense properly. This foundational introduction applies to anyone that enters requisitions, processes timesheets, or works in fiscal services.

Presenters: Justine Galura, Senior Program Business Specialist, San Diego COE and Kay Pugh, Special Education Financial Analyst, San Diego COE

Room 102A Up Your Game to Prepare and Conduct Classified Employee Evaluations Gain a greater understanding about the purpose, benefits, and legal ramifications of the performance evaluation process for classified employees. Discuss approaches, best practices, and pitfalls. Watch examples of effective performance evaluations and those that “need improvement.”

Presenters: Cynthia Carrillo, Executive Director, HR, Santa Paulo USD and Debra Marquez, Director, Human Resources, California University of Science Medicine Room 201B What Does Ed Code Really Mean?

Decipher through Education Code, Government Code, and Labor Code. Identify which codes to refer to in certain situations. Identify which codes apply to school employers and which do not. Improve future payroll processing.

Presenters: Tracy Neufeld, Payroll Manager, Clovis USD and Stephanie Villarreal, Principal Systems Specialist, Los Angeles COE

Room 204 Employment Law: With Great Power, Comes Great Responsibility Gain a general understanding of the overlap between CA employment practices liability and workers’ compensation tailored to the education system.

Learn labor law compliance with emphasis on labor code and federal/state mandates that many find ambiguous. Topics include Leaves of Absence/Return to Work, Reasonable Accommodation, Wage/Hour Litigation and Union Considerations.

Presenters: Eric De Wames, Managing Partner, Employment Law, Michael Sullivan & Associates and Brad Keenan, Vice President of Property and Casualty, Keenan Room 203C Enrollment Impact on District Resources Analyzing historical trends and estimating future enrollment is difficult. Understanding and communicating various enrollment category patterns is vital to build your plan for finance, staffing, and student performance. Walk through methods districts are using to design enrollment projections and research their changing student population.

Presenter: Eric Eggan, M.Ed., Senior Advisor, Analytics, Frontline Education

61 CASBO 2023 Annual Conference & California School Business Expo

The Trusted Public Sector IT Solutions Provider

Explore Carahsoft’s Best-of-Breed Education Technology Solutions Portfolio Carah.io/EdTech4CASBO

CASBO 2023 Annual Conference & California School Business Expo 62

Daily Schedule I Wednesday, April 5 1:15 - 2:15 pm Room 103C Everyday Leaders Leaders should not be defined by their title, their office, or their salary. Everyone can be a leader. How can managers and directors lift-up those around them to lead together? Explore methods that show empathy, compassion, and team building.

Presenters: Tracy Dreher, Purchasing Manager, Livermore Valley USD and Anne Wells, Payroll Supervisor, Livermore Valley USD Room 201A Facilities Master Planning Wins Resources Tackle Master Planning to obtain resources for your facilities and educational programs to improve student outcomes and increase local pride.

Presenters: Eric Hall, Found and President Emeritus, Eric Hall & Associates and David Randolph, CEO, Facilities Maintenance Planning Room 103A Get Audit Ready Are your retirement plans audit ready? Now is the time to review documents and determine if they meet current IRS requirements. Gain insight on common mistakes, corrections, and best practices to avoid sanctions from an IRS Plan Audit.

Presenter: Darin Ditmar, TPA Relationship Specialist, SchoolsFirst Plan Administration Room 203B Have you maximized your revenue? What don’t you know about your unduplicated pupil counts and related grants?

Too often, money is “left on the table.” Learn how to maximize your Revenue with a special attention to Unduplicated Pupil Counts. With the influx in unduplicated students and declining enrollment, it is critical to understand all the funding options related to pupil counts.

Presenter: Khary M. Knowles, Arch., M.Ed., Managing Vice President, EH&A/MGT

Room 104B How to Survive Your Annual Audit The annual audit is a source of stress. Findings can have serious consequences. Prepare for, navigate, and understand the annual audit process. Learn tips and tricks to avoid audit findings, as well as how to maximize the value received from their annual audit.

Presenter: Jeff Nigro, Partner, Nigro & Nigro, PC Room 102C Leveraging LCAP to Strengthen Facilities, Maintenance, Operations, and Transportation Highlight key strategies for FMOT leaders to participate in the process of setting LCAP goals.

Create measurable objectives and establish milestones for progress. Gain positive attention to increase resources for these departments.

Presenters: Alan Garde, Assistant Superintendent of Business Services, Hayward USD and Peter Parenti, Vice President, Strategy, TRiGroup, Inc. Room 102B Navigate Special Diets Requests and requirements for special diets are steadily increasing. Discuss issues and decisions from health concerns, liability, and food item availability. Establish processes for forms and paperwork to determine student’s need and/or parent’s want/ preference.

Presenters: Angela Gomez, School Nutrition Coordinator, Lunch Assist; Naomi Shadwell, Executive Director of Child Nutrition Services, San Marco USD and Juan Valencia, Nutrition Services Director, Romoland SD

63 CASBO 2023 Annual Conference & California School Business Expo

CASBO 2023 Annual Conference & California School Business Expo 64

Daily Schedule I Wednesday, April 5 1:15 - 2:15 pm 201B Payroll Best Practices Explore basics of payroll processing. Learn techniques to keep payroll operations running efficiently and in compliance.

Presenters: Mike Stribling, Administrator, Payroll Services, Riverside COE and Lena Young-Gallardo, Director, District Financial Services, San Bernardino CSS Room 104A Planning and Budgeting for Technology Replacement Cycle Technology does not last forever. Through age, use and abuse, technological obsolescence or change in how technology is used, all tech will need to be replaced. Prepare for and uncover the secrets of the multi-year technology replacement cycle. Define crucial elements and outline benefits to students, teachers, schools and the district.

Presenters: Thomas Tan, Ed.D., Executive Director, Technology Services, Huntington Beach City SD and Blake Van Room, Lead Information Technology Consultant, California Polytechnic University, Pomona Room 101A Purchasing Rapid Rounds Description: Discuss Purchasing-related hot topics in a rapid round table format. Rotate through guided discussions with your peers on relevant topics, facilitated by members of the Purchasing Professional Council. This is a great opportunity to network and share ideas on how to manage common issues regarding: 1) Contract Document Management; 2) Streamlining Processes & Positive Change; and 3) Collaboration regarding Public Works Projects Presenters: Sharon Clay, Director, Purchasing & Logistics, Cajon Valley Union SD; Tiana Barton, Director of Fiscal Services, Del Mar Union SD; Tony Crapo, Director, Purchasing & Support Services, Sequoia Union HSD

Room 102A Revitalize Employee Recruitment and Retention Consider how the burden of student loan debt impacts both the district and staff. Describe student loan forgiveness programs that help improve morale, recruitment, and retention. Identify retirement education and options available under CalSTRS, CalPERS as well as supplemental retirement accounts. Realize district benefits from increased retirement plan participation and payroll tax savings.

Presenters: Tim Mazza, Senior Agency Consultant, The Horace Mann Companies and Daniel Sanchez, Agency Business Consultant, The Horace Mann Companies Room 202B Student-Centered Charter School Oversight Public schools, including charters, exist to provide a quality educational experience for students.

District and county-level charter authorizers have the responsibility to provide quality and kid-centered charter school oversight. Receive insight, tools, and strategies that support high-quality charter school oversight.

Presenters: Jeffrey Hunt, Ed.D., Director of Charter Schools, Fresno CSS and Janea Marking, Senior Director, Charter School Services, San Diego COE Room 103B The Fiscal Side of Facilities: Making it Work Well for Both Departments Fiscal and facilities are both responsible for project budgets, expenditures, and specific information about high dollar, high profile projects. Diagnose different ways that each department views that data and consider ways to collaborate in a coordinated way.

Presenters: Lettie Boggs, CEO, COLBI; Cherie Chenoweth, Coordinator, Facilities Accounting Compliance, San Juan USD and Mike Fine, CEO, FCMAT

65 CASBO 2023 Annual Conference & California School Business Expo

Let CVT Show You The Right Path.

More Choices and Value-Added Benefits Healthcare can be confusing with all the plans, options and variables. Your employees have different family healthcare situations and need to have choices, as well as plans, that meet their needs. That’s what California’s Valued Trust is all about. More choices, more options and people to help you and your employees through the complex journey of healthcare benefits.

Contact CVT for a clearer path and peace of mind.

For more information, visit www.cvtrust.org or call 800-288-9870

Daily Schedule I Wednesday, April 5 1:15 - 2:15 pm

2:30 - 3:30 pm

Room 203A The Value of Good Data in Special Education Accurate Special Education data reporting has become crucial. Discuss how your district’s programs can impact your data and compliance. Describe how data and compliance reporting impact funding.

Explore how changes to funding can impact future programs, and how inaccurate data reporting can result in reduced funding or CDE review.

Presenters: Calli Coleman, SELPA Accountant, Shasta County SELPA and Autumn Ervin, Data Manager, Shasta County SELPA

Room 101B Associated Student Body Auditing and Accounting in an E-Commerce World Gain a refresher of associated student body (ASB) best practices from the perspectives of both district management and the auditor. Discuss internal controls when integrating electronic-based payment platforms. Identify nuances and considerations when reporting ASB as a governmental fund, after GASB 84 implementation.

Presenters: Jennifer Aras, CPA, Audit Partner, Crowe LLP; Jeff Jensen, CPA, Audit Partner, Crowe LLP and Charles Raibley, Audit Senior Manager, Crowe LLP

Room 104C Workers Compensation Post-COVID How has COVID changed the landscape of workers compensation for schools? Join the conversation and learn how workers compensation claims are managed.

Presenters: Rebecca Littlejohn, Risk Management Officer, Oakland USD, Jennifer McCain, Senior Risk Services Consultant, Alliance of Schools for Cooperative Insurance Program (ASCIP); Judy Miller, Director of Risk Management & Environmental Safety, Perris Union HSD and Erin Tarkhanian, Principal of Member Services, Santa Clara County Schools Insurance Group (SCCSIG)

Room 103B Bringing School Facilities into the 21st Century Updated school facilities could maximize diversity and equity in underserved districts. Explore challenges to identify environmental issues and develop strategic solutions when upgrading, modernizing, or constructing school facilities that provide the most effective learning environment and that attracts and increases economic and racial diversity and equity.

Presenters: Tempestt Garland, Attorney, Orbach Huff & Henderson, LLP and Shannon Soto, Ed.D., Chief Administrative Officer, Business & Administrative Services, Compton USD Room 201B CalSTRS Employer Audits & More Review common audit findings and what can be done to prevent them. Identify current issues, areas of focus, and concerns pertaining to school employers.

Presenter: CalSTRS Representative

67 CASBO 2023 Annual Conference & California School Business Expo

With the goal of creating healthy, comfortable indoor environments to promote productivity, increased output, and improved experiences, Improving Education by Improving the Learning Environment

Self-Performance of Work

Guaranteed Fixed Cost

Guaranteed Workmanship & Savings

U.S. Owned Company

Manufacturer Agnostic

Safety

Financial Solutions

Sustainability

Learn more about our education enhancement solutions.

SitelogIQ.com

CASBO 2023 Annual Conference & California School Business Expo 68

Daily Schedule I Wednesday, April 5 2:30 - 3:30 pm Room 202B Charter Fiscal Oversight and Petition Review Post AB 1505 Review best practices that remain meaningful.

Highlight key differences and new challenges to charter oversight because of legislative change.

Presenter: Indra Ciccarelli, Director II, Charter School Office, Los Angeles COE Room 203B Facility Funding: History and What is Next Funding for school facilities is broken. Schools face challenges to keep up with growing needs and costs.

Will the newly earmarked State General Funds get things rolling? Understand the history of school construction funding in California. Define the importance of planning, the LCAP role and how to advocate for buildings.

Presenter: Sara Slater, Assistant Director Fiscal Services, Facilities Development & Planning, Long Beach USD Room 102B Local School Wellness Policy: What is My Part?

Discuss a LSWP and identify the key takeaways for school administrators. Review factors that constitute compliance and plan a successful triennial assessment.

Presenter: Crystal Eatherton, Director of Child Nutrition, Placer Union HSD

Room 201A M&O: What Everyone Should Know While working in a school, all departments collaborate with the M&O department. Discover routine compliance codes that govern facilities. Overcome obstacles that limit understanding. Work to improve relationships across and within maintenance and operations for positive staff and student outcomes.

Presenters: Paulo Azevedo, Executive Director of Maintenance, Operations and Transportation, Menifee Union SD and Joel Munoz, Director, M&O, Pixley USD Room 102A Money for Mentors in Career Technical Education Since 2009, CTE TEACH, a California Department of Education sponsored new teacher mentor program, has successfully supported over 8,000 new Career Technical Education (CTE) teachers transitioning from industry to the classroom. Learn about free resources and how to earn funds to support a new CTE teacher mentor program.

Presenter: Melissa Dix, Director, Education Services, Colton-Redlands Yucaipa ROP/CTE TEACH Room 102C Move That Bus: From Application to Certification in 60 Days School bus driver shortage is a real concern.

Compounding the problem is the lengthy onboarding process. Identify ways to expedite the hiring process and fill those vacancies quickly. Transportation Directors, Managers, and Supervisors will gain tips to collaborate with Human Resources that will overcome time-wasting roadblocks when onboarding drivers.

Presenter: Carlos Chicas, Executive Director, MOT, Capistrano USD

69 CASBO 2023 Annual Conference & California School Business Expo

Smart business. Smart schools.™

CASBO 2023 Annual Conference & California School Business Expo 70

Daily Schedule I Wednesday, April 5 2:30 - 3:30 pm Room 104A Preparing for the 2023-24 LCAP

By April of 2023, your 2022 dashboard should have been analyzed, educational partners engaged, and you should be preparing for the first public hearing.

Assess a checklist of things not to forget. Did you carry-over the necessary supplemental and concentration grant funds? Goals for consistently lowperforming student groups and/or schools? Ensure the LCAP is ready for approval and implementation.

Presenters: Leilani Aguinaldo, Director, Governmental Relations, School Services of California, Inc. and Brianna Garcia, Vice President, School Services of California, Inc. Room 104B Presenting to the Board The school’s board must ensure fiscal health and accountability for progression toward district goals.

Reports and presentations are a vital component to build a well-informed board. Gain insight into what board members need and want to hear. Gather tips to design a visually appealing, objective report that anticipates and encourages questions.

Presenter: Terilyn Finders, Director of Communications, F3 Law Next Level Client Services, Sandra Lyon, Former Superintendent, Consultant, F3 Law Next Level Client Services Room 103C Progressive Discipline and Interventions: Put the Human Back into Human Resources Combine workplace psychology with existing personnel tools to produce a more humanistic approach to behavior change with misguided employees. Establish a solid evidentiary basis for dismissal and required at appeal hearings for classified and certificated employees. Help managers address disciplinary problems to reduce adversarial aspects of the supervisor/subordinate relationship.

Presenters: Darren C. Kameya, Partner, Lozano Smith and Dana Lui, Associate, Lozano Smith

Room 101A Purchasing Principles for Non-Purchasing People Explore essential purchasing principles in a fun and engaging game show format, applicable to all school business departments. Insights will especially assist small districts that may not have purchasing departments.

Presenter: Tony Crapo, Director, Purchasing & Support Services, Sequoia Union HSD Room 204 Resilient & Equitable Schools: Maximize Inflation Reduction Act Funding for your District The federal climate bill, the IRA, increases funding for clean energy and climate initiatives to empower communities that accelerate infrastructure investments, especially in low-income & disadvantaged communities. How can schools take advantage of federal tax incentives to become more resilient, sustainable, and efficient while planning for weather and power considerations.

Presenter: Margaret Miller, Director of Government and Regulatory Affairs, ENGIE Room 104C Rebooting Risk Management Managers who will discuss the basics we forgot during COVID. Discuss new emerging risks we should be watching, and available Risk Management strategies and resources that you might not know about.

Presenters: Rebecca Littlejohn, Risk Management Officer, Oakland USD, Jennifer McCain, Senior Risk Services Consultant, Alliance of Schools for Cooperative Insurance Program (ASCIP); Judy Miller, Director of Risk Management & Environmental Safety, Perris Union HSD and Erin Tarkhanian, Principal of Member Services, Santa Clara County Schools Insurance Group (SCCSIG)

71 CASBO 2023 Annual Conference & California School Business Expo

COMMITTED TO CALIFORNIA EDUCATION FINANCE Piper Sandler is a leader in providing financial services to school districts and community college districts. Our dedicated team of K-14 education finance professionals in California are ready to help your district with flexible, efficient financing solutions.

• General Obligation Bonds • Tax and Revenue Anticipation Notes • Certificates of Participation • Interim Project Financing • Mello-Roos/CFD Bonds • Debt Refinancing/Restructuring

Visit us in booth 1139 at the CASBO 2022 Annual Conference!

Timothy Carty Managing Director 310 297-6011 timothy.carty@psc.com

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

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

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

Jin Kim Managing Director 310 297-6020 jin.kim@psc.com

PiperSandler.com/CAEducationFinance Since 1895. Member SIPC and NYSE. © 2023 Piper Sandler & Co. CM-22-0115 1/23

CASBO 2023 Annual Conference & California School Business Expo 72

Daily Schedule I Wednesday, April 5 2:30 - 3:30 pm

3:45 - 5:15 pm

Room 203A Reflection and Reconnection: Making Mindfulness Matter Mindfulness matters more now than ever – for us and our communities. During uncertain times, mind and body can go into fight or flight. Develop greater tolerance to uncertainty and make better decisions.

Discuss research and ways to employ mindfulness to increase wellness within our “hurry up” world. Leave with tools to build trusting relationships and communicate your decisions more effectively.

Presenter: Linda Gail Walker, Executive Director for Innovation and Impact, Meteor Education

Grand Ballroom First General Session Keynote Presenter: Mike Rayburn Two-time TEDx presenter Mike Rayburn inspires audiences to reach their unrealized potential through his guitar and humor. This unique approach results in a transformational experience that generates exponential results.

Room 203C Superheroes for Technology Strategic Sourcing Many districts suffer from the lack of staff with technology procurement skills and the resources to drive strategic sourcing. Understand the importance of a contract team to manage the risk and compliance of contracts. Enable districts to deploy technology with peace of mind.

Presenter: Sam Bassett, Business Development Manager , Education, CDW Room 103A Transforming Your Organization to Meet the New Workplace Realities: Lessons Learned A workplace value proposition represents the organizational culture, benefits, and interactions employees experience. It’s “why we come to the workplace.” Chances are your workplace value proposition has changed in the last year or two whether you have adapted your culture or not. Employees are expecting different things: more flexibility, a focus on wellbeing, ways to deal with negativity.

Presenters: Melissa Asher, PMP, SPHR, Senior Leader, CPS HR Consulting; Lois Gormley, Director of Communications & Member Services, Schools Excess Liability Fund and Renee Hendrick, Associate Superintendent, Administrative Services, Orange County DOE 73 CASBO 2023 Annual Conference & California School Business Expo

Better Together Thank you for your inspiring leadership and commitment to student success. #PartneringInEducation

CASBO 2023 Annual Conference & California School Business Expo 74

Daily Schedule I Thursday, April 6 8 - 9 am Room 203B Bringing Data Together Across Departments One of the greatest frustrations for CBOs and HR leaders is the inability to connect critical data elements together in one view. LEAs have become reliant on spreadsheets to analyze necessary HR, business, and student information with hand-entry taking significant staff time and adding a high potential for error. Consider options to reconcile data.

Presenters: Robert Bruce, Executive Director, West Contra Costa Public Education Fund; Robert McEntire, Ed.D., Associate Superintendent, West Contra Costa USD and Tony Wold, Ed.D., Retired Chief Business Official Room 103A Building a Firm Foundation for a Successful Capital Facilities Funding Program In today’s environment, transparency is key.

Successfully provide your Board and community with accurate information and reports on your Capital Facility Programs to build a solid foundation Review rules and regulations governing your facility programs.

Presenters: Michael Dodge, Senior Vice President, KeyAnalytics and Patty Paulsen, Senior Vice President, KeyAnalytics Room 202A Creating Harmony Between Departments Common workplace challenges occur between departments finding staff are often at odds. Methods of communicating, priorities and personality types are different. Polarity creates tension, stress, and an undesirable work environment. Human Resources and Fiscal departments will explore reasons for conflict and solutions to create harmony and a better culture for all stakeholders.

Presenter: La Faye McFarland Platter, Ed.D., Executive Leadership Coach, E4 Power

Room 104B Fiscal Leadership: Survive and Thrive Share advice and tips for new fiscal leaders. Advance in your new role and contribute to your district. Discuss fiscal tools, worksheets, and documents to support your financial processes, increased responsibilities, and duties.

Presenters: Rami Beshara, Fiscal Services Director, Fullerton Joint Union HSD; Andrew Park, Partner, Eide Bailly and James L. Whittington, Chief Financial Officer, Murrieta Valley USD Room 101B How to Survive Your Annual Audit The annual audit is a source of stress. Findings can have serious consequences. Prepare for, navigate, and understand the annual audit process. Learn tips and tricks to avoid audit findings, as well as how to maximize the value received from their annual audit.

Presenters: Shilo Gorospe, CPA, Partner, Eide Bailly; Jeff Jensen, CPA, Partner, Eide Bailly; Jeff Nigro, Partner, Nigro & Nigro, PC; Gema Ptasinski, CPA, Partner, CliftonLarsonAllen and Royce Townsend, CPA, Partner, Eide Bailly Room 204 Just Get Along: Change Your Perspective, Change Your Life Every aspect of your work performance and experience is personal. If you want to change your life or work, you must modify your perspective. Our environment is full of cognitive disruptors that can cause frustration and zap the joy from our life. Discuss how to reshape your perspective and change your life for the better.

Presenters: Robert Cappuccio, Coaching and Culture Consultant, California Schools VEBA and Laura Josh, MBA, General Manager, California Schools VEBA

75 CASBO 2023 Annual Conference & California School Business Expo

From outer space, to your space.

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

By turning ambient humidity into safe and effective oxidizers, CASPR is effective against mold, viruses, bacteria, odors, and VOCs. Contact us today to learn more.

www.meteoreducation.com

| 800.699.7516

Continually blankets air & all surfaces

Up to 99.96% kill rate on surfaces

Trusted by Hospitals

Daily Schedule I Thursday, April 6 8 - 9 am Room 203C Leveraging Data Driven Decision Making Learn how school staff utilize technology software to build data dashboards that support decision making around budgets, staffing, enrollment, student achievement, and more. Software allows users to design visually pleasing data dashboards that allow for quick and easy data analysis.

Presenters: Peter Abboud, Director, Data & Assessment Services, Napa Valley USD and Rob Mangewala, Assistant Superintendent of Business Services, Napa Valley USD Room 203A Maintenance of Effort (MOE): The Forest & The Trees Maintenance of Effort requirements have become trickier to meet in the aftermath of the pandemic.

Business personnel must communicate more with Special Education Leadership to locate exemptions.

Presenter: Calli Coleman, SELPA Accountant, Shasta County SELPA Room 201B Mastering the Art of Employee Leaves (Part I) Immerse in the technical aspects and systematic nuances of employee leaves, with extensive coverage of the Family Medical Leave Act, California Family Rights Act, and Education Code. We’ll convey information that’s essential to manage and track leaves.

Presenters: Aaron V. O’Donnell, Partner, Atkinson, Andelson, Loya, Ruud & Romo and Jacquelyn Takeda Morenz, Senior Associate, Atkinson, Andelson, Loya, Ruud & Romo

Room 102C Navigating Pupil Transportation Funding Analyze recent legislation, Home-to-School Pupil Transportation Funding. Identify Local Education Agency eligibility to receive related pupil transportation expenses. Prepare to track your agencies related transportation expenses to assure you receive your maximum reimbursement.

Presenter: Timothy Purvis, CEO/Principal, Pupil Transportation Information (PTI) Room 201A Operator to Operator: The Real Numbers Behind Buying and Operating Electric Buses Learn the truth about the total cost of ownership.

Gain insight into the real numbers behind the manufactured provided mileage data, receive content and data from a long-term operator who will share expertise and operational data.

Presenters: Kevin Matthews, Head of Electrification, FirstStudent and Ken Mueller, Director Maintenance, Operations and Transportation Riverside Unified School District Room 102B Policy & Politics of School Nutrition One of the few bright spots of the pandemic has been the realization at the State and Federal level that nutrition and universal meal programs are linked to the intellectual and physical well-being of our children. Consider lessons learned and discuss the policy and fiscal reform needed to ensure students have the healthy nutrition they need in preparation for learning and high achievement.

Presenters: Kim Frinzell, Director, Nutrition Services Division, California Department of Education and Lee Angela Reid, Partner, Capitol Advisors Group, LLC

77 CASBO 2023 Annual Conference & California School Business Expo

ReLiEF

Regional Liability Excess Fund

CASBO 2023 Annual Conference & California School Business Expo 78

Daily Schedule I Thursday, April 6 8 - 9 am Room 101A Procurement: What Keeps You Up at Night?

Procurement is the hub of the wheel for all operational parts of the organization. From playgrounds to classrooms, these teams gain the goods/services needed. Best practices in bid issuing, compliance and insurance requirements must be met and tracked throughout the contract’s life. Consider ways to cover all bases and prevent future issues. Prequalification, insurance submittals and tracking the bid process is easier when eProcurement is used.

Presenters: Ria Diaz, Director of Client Services, PlanetBids; Tammy Rimes, Former City of San Diego, Purchasing Agent, NCPP Association and Janice Unger, Director of Bond Purchasing & Contracts, Retired from East Side Union HSD Room 202B Responsive Charter School Authorizing: Moving Beyond a Transactional Approach Take a deep dive into the impact of “collaborative relationships” between charter schools and the charter school authorizers to obtain better results.

Presenter: Everardo Carvajal, Charter Schools Coordinator, Riverside COE and Corey Loomis, Director of the Charter Schools Unit, Riverside COE Room 104C Run, Hide, Fight Experience situational awareness skills and prepare lifesaving response options for an emergency. Gain confidence by discussing scenarios. Self-assess reaction and responses to potential situations.

Presenters: Rich Howard, Supervisor, Knowledge Saves Lives, Inc. and Paul Llanez, CEO, Knowledge Saves Lives, Inc; Jennifer McCain, Senior Risk Services Consultant, Alliance of Schools for Cooperative Insurance Programs (ASCIP) and Erin Tarkhanian, Environment Health and Safety Specialist, Redwood Empire Schools’ Insurance Group (RESIG)

Room 103C The Brown Act for District Staff The Brown Act is not just for board members. As meeting agendas become longer, Brown Act issues abound. Considering the relevance of technology, websites, email, and texts it is essential for every school district employee who works with the governing board.

Presenters: Rachel Brilliant, Special Counsel, Dannis Woliver Kelley and William Tunick, Shareholder, Dannis Woliver Kelley Room 102A The Novice Negotiator Don’t fear negotiating. Prepare what to expect and how to approach a discussion. Understand and identify the challenge. Hear insights on what has worked and what hasn’t. Accept your role in being an effective member of a negotiations team.

Presenters: Cynthia Carrillo, Executive Director, HR, Santa Paula USD and Debra Marquez, Director, Human Resources, California University of Science and Medicine Room 103B Universal Transitional Kindergarten: Successful Strategies for Integration Explore state program limitations and strategies for the integration of Universal Transitional Kindergarten into your District.

Presenters: Matthew Beecher, Deputy Superintendent, Business Services, Santa Maria-Bonita School District; Bryson Bickler, Director of Facilities, Maintenance & Operations, Fallbrook Union ESD; Kristen Coates, CBO, Twin Rivers USD; Kevin Fleming, Principal/Master Planner, DLR Group and Kate Vega, Education Funding Specialist, DLR Group

79 CASBO 2023 Annual Conference & California School Business Expo

8 - 9 am

2 - 3 pm

Room 104A Women in Leadership Coffee & Conversation Join Kelly Ruwe of Horace Mann for an engaging and informative discussion on the key issues facing educators over complimentary pastries and coffee.

Learn how to leverage strategies that can enhance the financial wellness of employees while building the culture and climate of districts.

Room 201A A Journey to Net Zero Energy Use The California Green Buildings Standards Code (CALGreen) was established to meet state initiatives and address environmental threats. Identify important changes since January 2023 to promote reduction in carbon fuels with the goal of achieving Net Zero facilities. Overview changes and review a case study of a current net zero project.

Presenters: Richard Musto, Managing Director, LPA, Inc.; Tracy Nishihira, Interim Planning Administratrator, Facilities Development and Planning, Long Beach USD and Erik Ring, Director of Engineering, LPA Studios

10:30 am - 12 pm Grand Ballroom Second General Session Keynote Presenter: Heather McGowan Internationally renowned speaker, writer, advisor, and author Heather McGowan prepares leaders to effectively react to rapid and disruptive change in education, work, and society. A leading voice of the Fourth Industrial Revolution, she empowers people to use their courage and insight to illuminate the path forward.

Room 204 Board Elections and the California Voting Rights Act: How to Protect Your District Under the California Voting Rights Act (CVRA), school districts that elect their Board at-large are vulnerable to a potentially costly legal challenge.

Understand risks and explore an effective, efficient transition to establish trustee voting areas in a school district.

Presenters: Rob Murray, Director of Demographics, King Consulting and Mariana Solomon, Associate Superintendent, Business Services, San Bruno Park SD Room 101B Cyber Risk and Your District The risk environment and cyberthreat landscape are continually evolving. Be prepared for and adapt to changing conditions. Define types of risks that districts face daily. Mitigate the risk of a cyber-attack.

Presenters: Gary Soucy, Cybersecurity Program Manager, Tyler Technologies and Tim Walsh, Manager, Cybersecurity, Tyler Technologies

CASBO 2023 Annual Conference & California School Business Expo 80

Daily Schedule I Thursday, April 6 2 - 3 pm Room 103C Developer Fee Alphabet Soup: ADUs, CFD, SGRs Review the basics of developer fees: what are they, how to increase fees and collection best practices.

Mitigate impacts from new construction to meet a district’s unique needs. Identify enrollment and community situations that may affect the fee nexus study.

Presenters: Barbara Carter, Principal, SDFA; Patrick Cisneros, Director of Facilities Services, Desert Sands USD and Karina Samaniego, Shareholder, Dannis Woliver Kelley

Room 202B From Dependent to Independent Charter School Explore a case study of the journey of Leadership Military Academy (LMA). Discuss the challenges and successes of a small charter school deemed necessary in the community through transition from a dependent charter school to an independent one.

Outline challenges in personnel, fiscal, and facilities while the staff remained dedicated to the students in the community they serve.

Presenter: Santos Campos, Executive Director, Leadership Military Academy

Room 102C Electric School Bus (ESB) and Infrastructure Funding Assess the benefits of an electric school bus and receive information on incentivized supportive infrastructure solutions. Identify timelines, contacts, and confidence to secure ESB funding.

Presenter: Michelle Hanson, Program Manager, Bus and Innovative Mobility, CALSTART and Amanda Le, Project Manager, CALSTART

Room 201B Mastering the Art of Employee Leaves (Part II) Immerse in technical aspects and systematic nuances of employee leaves, the Family Medical Leave Act and California Family Rights Act. This is essential to successful payroll processing whether you are new or an experienced payroll professional.

Presenters: Aaron V. O’Donnell, Partner, Atkinson, Andelson, Loya, Ruud & Romo and Jacquelyn Takeda Morenz, Senior Associate, Atkinson, Andelson, Loya, Ruud & Romo

Room 103B Facility Funding: History and What is Next Funding for school facilities is broken. Schools face challenges to keep up with growing needs and costs.

Will the newly earmarked State General Funds get things rolling? Understand the history of school construction funding in California. Define the importance of planning, the LCAP role and how to advocate for buildings.

Presenters: Joanne Branch, Facility & Procurement Specialist, COLBI and Sara Slater, Assistant Director Fiscal Services, Facilities Development & Planning, Long Beach USD

Room 203C Preparing for E-RATE and/or ECF Audits Each year, E-rate entities are faced with multiple audits and/or heightened reviews including overall program compliance, improper payments, and vendor selections and items that could result in the recovery of the funding received. Learn various types of USAC audits and how to organize documentation to draft more efficient responses.

Presenter:s Elijah Goins, Sales VP, ErateSync and Beverly Sutherland, CEO & President, ED Technology Funds, Inc.

81 CASBO 2023 Annual Conference & California School Business Expo

Strength in Numbers • 430 School Districts • Over 300,000 members • $2.5 billion in combined annual budgets

The larger the pool, the better the rates.

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?

We’d love to talk. Call us at (800) 972-1727 or visit www.sisc.kern.org.

Self-Insured Schools of California Schools Helping Schools

SISC Ads_Fish_ Strength in Numbers_1/4pg_5x7.indd 1

2/15/19 9:45 AM

CASBO 2023 Annual Conference & California School Business Expo 82

Daily Schedule I Thursday, April 6 2 - 3 pm Room 101A Purchasing Department to the Rescue: Agreements, Insurance Essentials & Other Proactive Protections Why are agreements/contracts important? What are the different types of insurance, endorsements, and limits to be considered? What protections do they offer, when are they applicable, and what to look for on certificates and policies? When buying chemicals, what should I be looking for on a Safety Data Sheet?

What tips are there for identifying potentially risky products and services? We’ll answer all of these questions and more!

Presenters: Derrick Hoffman, Director of Purchasing, Simi Valley USD and Michelle Kelly, Risk Manager, Ventura County Schools Self-Funding Authority Room 104C Sexual Misconduct in Schools: It’s Still Happening Despite mandated reporting laws and resources devoted to this issue, sexual misconduct in schools continues to happen. Reflect on lessons learned through litigation and how to prevent sexual misconduct at your school. Discuss real life scenarios to help your district protect its students.

Presenters: Dana McCune, Partner, McCune & Harber and Doug Ross, CPCU, ARM, Vice President, Keenan Room 102B Simplify Purchasing with Amazon Business to Advance Procurement Goals Hear from district purchasing leaders across California about how they leverage Amazon Business to increase efficiency, reduce costs, and drive compliance.

Presenters: Heidi Axcell, Senior Customer Advisor, California, Amazon Business for Education; Nick Brizeno, Director of Purchasing, San Marcos USD; Doug Hassett, Senior Customer Advisor, California, Amazon Business for Education; Jeffrey Lewis, Director of Purchasing, Jurupa USD and Ann Loorz, Executive Director of Purchasing, Fresno USD

Room 103A Teacher-Staff Housing: Making it a Reality in Your District The lack of affordable housing has led districts to explore building teacher-staff housing. The funding, construction and operation of these projects are complex and challenging. Hear about the nation’s first Go-bond financed teacher-staff housing apartment complex. Learn how they overcame the financial, legal, operational, and political hurdles to make this project a reality.

Presenters: Dale Scott, President, Dale Scott & Company and Tina Van Raaphorst, Deputy Superintendent of Business Services, Jefferson Union HSD Room 203B Trust Prefunding for OPEB/Pension During Uncertain Times Districts will face fiscal challenges in the coming years (reserve caps, rising STRS/PERS costs, the “fiscal cliff,” and declining enrollment). Explore how setting up a trust to pre-fund OPEB and/or pension liabilities can help better prepare your budget now and in the future. Discover how to set up a trust, and how to fund it (including the one-time discretionary block grant in the 2022-23 FY Budget) and other important tools that may aid you in the process (including early retirement plans).

Presenters: Rachel Sanders, Vice President, Consulting, PARS and Grant Schimelpfening, Assistant Superintendent, Administrative Services, Lindsay USD

83 CASBO 2023 Annual Conference & California School Business Expo

It’s simple napkin math Get a demo!

SI&A WILL BE @CASBO ANNUAL CONFERENCE PRESENTING:

How CBOs Can Support Improved Achievement and Address Learning Loss WEDNESDAY, APRIL 5 9:15AM

CHECK SCHEDULE FOR LOCATION

CASBO 2023 Annual Conference & California School Business Expo 84

Daily Schedule I Thursday, April 6 2 - 3 pm

4:15 - 5:15 pm

Room 102A Understanding and Managing Classified Employee Leaves Gain knowledge of classified employee leaves and the challenges of managing leaves. Learn about the different types of leaves and how they may overlap to create an extended leave. Learn to track properly and design communication between payroll and human resources.

Presenters: Edd C. Bond, Assistant Superintendent, Human Resources and Employee Development; Santa Paulo USD and Cynthia Carrillo, Executive Director, HR, Santa Paula USD

Room 101B Applying a Risk Management Lens to Common School District Fraud Focus on how a risk management perspective can help prevent fraud. This session will include case studies and useful takeaways that can be put into action quickly.

Presenters: Lori Raineri, CEO, Government Financial Services Joint Powers Authority and Keith Weaver, Director of Service, Government Financial Services Joint Powers Authority

Room 104A What School District Administrators Need to Know About the Public Records Act School districts are increasingly confronted with demands for public records production, often involving statewide and burdensome requests. Additionally, the definition of what is considered a public record has expanded to staff’s and Board members’ personal email accounts, texts and more. These growing requests require time and organization, sometimes with extensive IT staff involvement. Explore the basics, recent developments regarding what is considered a public record, record retention issues, and best practices.

Presenter: Harold Freiman, Partner, Lozano Smith

Room 103C Building Smarter: Leveraging Innovation for Maximum Bond Impact School construction is a complex undertaking.

Leveraging innovation can streamline your construction project, save time and money, and reduce onsite disruption – all of which will positively impact your bond program. Showcase several effective and efficient techniques for a variety of new construction, building upgrades and overall campus modernization/ transformation projects.

Presenters: Graham Clark, Superintendent, Fremont Union High School District; Amber Emery, Project Director, Blach Construction and Aaron Jobson, Principal/President, Quattrocchi Kwok Architects

85 CASBO 2023 Annual Conference & California School Business Expo

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 here to support you as you work tirelessly to educate 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 CASBO 2023 Annual Conference & California School Business Expo 86

Daily Schedule I Thursday, April 6 4:15 - 5:15 pm Room 202B Charter School Authorizing and Oversight 101, With a Focus on Finance Gain understanding of California’s charter school system, authorizing and oversight. Learn the basics of financial oversight, best practices, and areas of risk. Be equipped with networking, resources, and ongoing support for authorizing.

Presenters: Debi Deal, Treasurer, California Charter Authorizing Professionals; Mefula Fairley, Executive Director, Charter Schools, Santa Clara COE; Tom Hutton, Executive Director, California Charter Authorizing Professionals; Dr. Michelle Johnson, Associate Director, Charter Schools, Santa Clara COE and David Patterson, Board President, California Charter Authorizing Professionals Room 103B Combat Inflation in Your Bond and Facilities Program Inflation and rising construction costs have become an issue. The cost to upgrade and maintain facilities is higher than ever before. Describe options to prepare for rising costs, such as accelerating bond issuances and projects, issuing taxable bonds, and improving budgeting practices.

Presenters: David Cosnocha, Managing Shareholder, Stradling Yocca Carlson & Rauth; Kevin Franklin, Assistant Superintendent, Business Services, Berryessa Union SD and Chris Hiatt, Director, Keygent LLC

Room 103A Creating Thriving District/Labor Relations Are you having challenges working with your labor organizations, or need ideas on how to continue a good relationship? Hear real examples of challenges and successes in working with labor organizations.

Learn practical tips to foster productive relations.

Explore insider perspectives from a former union site rep who now serves as Assistant Superintendent of H.R., and from a former teacher’s association president who eventually served as CBO for the same district.

Presenters: Ross Perry, Assistant Superintendent, HR, San Gabriel USD and William Wong, Account Executive, ABM Building Solutions LLC Room 201A Custodial Service Standards Creating a custodial cleaning plan and staffing formula can be challenging. There are multiple variables to measure, different expectations to uphold, and no real clear-cut standard for how custodians should perform and at what level. Explore the creation of a staffing work plan. Compare previous custodial staffing formulas to an updated version to help establish more balanced cleaning service levels.

Presenters: Tony Almeida, Manager, Custodial Services, Elk Grove USD; Paulo Azevedo, Director of MOT, Menifee Union ESD; Crystal Sandoval, Area Supervisor for Custodial Services, Elk Grove USD and Perry Shimanoff, President, Management & Communication Consultants

87 CASBO 2023 Annual Conference & California School Business Expo

Advancing your objectives in Advancing your in AdvancingPolicy your objectives objectives in Education and Finance Education Education Policy Policy and and Finance Finance

Kevin Gordon Kevin Gordon President Kevin Gordon President President

Abe Hajela Abe Hajela Partner Abe Hajela Partner Partner

Lee Angela Reid Barrett Snider Jack O’Connell Lee Angela Reid Barrett Snider Jack O’Connell Partner Partner Lee Parnter Angela Snider JackPartner O’Connell ParnterReid Barrett Partner Parnter

Partner

Partner

Government Consulting | |Facilities Facilities GovernmentRelations Relations || Strategic Strategic Consulting Government Relations | Strategic Consulting | Facilities

Our team most respected respectedand andknowledgeable knowledgeable Our teamofofadvocates advocatesare are amoung amoung the most Our team of advocates are amoung the most respected and knowledgeable California.We Weprovide provide clients clients with aa complete in inCalifornia. complete array arrayofoflegislative, legislative, in California. We provide clients with a complete array of legislative, administrative,and and public public relation relation services administrative, services - - including includingbudget budgetandand administrative, and public relation services - including budget and policylobbying lobbyingand andadvice, advice, legislative legislative representation, bill analysis, and policy representation, bill analysis, and policy lobbying and advice, legislative representation, bill analysis, and representation before the State Board of Education, California Department representation of Education, Education,California CaliforniaDepartment Department representationbefore beforethe theState State Board Board of Education,and andother otheradministrative administrative Agencies. of of Education, Agencies. of Education, and other administrative Agencies.

CASBO 2023 Annual Conference & California School Business Expo 88

Daily Schedule I Thursday, April 6 4:15 - 5:15 pm Room 203B Funding Streams to Support a 21st Century Learning Environment As districts strive to meet the needs of today and plan a better tomorrow, leaders are left with the challenge of “how do I fund this”. Districts receiving an influx of funds through federal and state programs can leverage these dollars to modernize learning environments. Receive an update on the Inflation Reduction Act to discuss how to prioritize and implement projects that qualify for federal/state funds and grants.

Presenters: John Calise, Executive Director of Facilities, Berkeley USD; Ivy Carsten, Regional Client Coordinator, Schneider Electric; Tom Milroy, Program Manager, Schneider Electric; Kevin Olson, Assistant Superintendent, Santa Paula USD, and Marc Starkey, Program Manager, Schneider Electric Room 201B Hot Topics in School Finance Flexibility and perseverance are necessary to accommodate the ever-changing requirements for educating and maintaining safe school sites for children and staff. Reflect on the top issues that permeate across the state and the late-breaking topics that may appear as part of the 2023-24 proposed budget, including prognostications on the May Revision.

Presenters: John Gray, President and CEO, School Services of California, Inc. and Matt Phillips, Director, Management Consulting Services, School Services of California, Inc.

Room 104A Labor Negotiations Preparation Best Practices Understanding and communicating your district’s financial condition is essential for successful negotiations. Know the salary and benefit history for your district and surrounding districts. Use this data to present high-level, easy-to-understand graphics regarding salaries, benefits, and staffing level comparisons among a peer group of districts. Create powerful communications and build trust during negotiations.

Presenter: Vince Christakos, Strategic Account Advisor, VIP Leadership Services, LLC Room 203C Making Cents of Your District Energy Costs Energy costs are a major expense for California school districts. In this session, participants will hear from seasoned energy professionals and active school staff members regarding energy challenges, opportunities, and upcoming changes that will have a direct impact on district energy costs.

Presenters: David Burdick, Executive Vice President, TerraVerde Energy and Phil Villagomez, Senior Vice President, TerraVerde Energy Room 104C Pay or Else: Ransomware Realities Gain insights and hard lessons learned from two cyber ransomware attacks. Compare and contrast the similarities of breaches. Explore what went right and what went wrong. Address recovery and restoration. How can we improve and prepare?

Presenters: Reshan Cooray, Executive Director, Property and Liability, Alliance of Schools for Cooperative Insurance Programs (ASCIP; Jennifer McCain, Senior Risk Services Consultant, Alliance of Schools for Cooperative Insurance Programs (ASCIP) and Martin Ronquillo, Director of Cyber Risk, Alliance of Schools for Cooperative Insurance Programs (ASCIP)

89 CASBO 2023 Annual Conference & California School Business Expo

Dedicated to student outcomes.

We are in this together.

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

CASBO 2023 Annual Conference & California School Business Expo 90

Daily Schedule I Thursday, April 6 4:15 - 5:15 pm Room 104B Take Control of Position Control: A Budget Lens Can districts be 100% confident that all positions are part of their operating budget? Gain tools of where to look and how to analyze budgets. Learn to identify potential savings while gaining confidence in financial data management and reporting.

Presenter: Andrea Arnold, Coordinator of Business Services, West Contra Costa USD Room 102A The Art of Collective Bargaining: A Newcomer’s Guide to Strategic Negotiations Tackle your fears of collective bargaining. As you gain experience at the bargaining table, you discover the pro-cedural basics. To best represent your district, learn how to think like a negotiator and develop bargaining intuition.

Presenters: Darren Kameya, Partner, Lozano Smith and Desiree Serrano, Partner, Lozano Smith Room 101A What you Need to Know about Cooperatives and Cooperative Contracts Ever wonder how cooperative agencies and contracts work? Learn how to analyze and develop a cooperative procurement program within your organization.

Discover the importance of compliance with local regulations and how to apply cooperative purchasing as an effective tool in your procurement function.

Presenters: Claudia Leon, Director of Procurement, 1Government Procurement Alliance (1GPA) and Rebecca Seifert, Procurement Specialist, 1Government Procurement Alliance (1GPA)

91 CASBO 2023 Annual Conference & California School Business Expo

Delivering innovative and sustainable solutions to enrich the communities we serve.

Vanir is a national leader in program, project and construction management and real estate development. With more than 35 years of robust K-14 experience and an unwavering commitment to our nation’s youth, our team is ready to tailor our services to fit your District’s unique needs and support your existing facilities staff.

888-912-1201 | vanir.com

Solutions for Success

VALUABLE Protecting schools and their most important assets is of immeasurable value.

SELF has helped guard California's schools from catastrophic liability losses for 37 years.

CASBO 2023 Annual Conference & California School Business Expo 92

Daily Schedule I Friday, April 7 7:30 - 8:30 am Room 104A CBO Rountable Sometimes, you just need a peer to bounce ideas off of, or get another perspective from, or simply shoot the breeze with about the everyday aspects of leading a successful local education agency. This casual morning forum is for CBOs and executive-level leaders to connect, open only to current CBOs and executive-level personnel.

8:30 - 10 am Wake up and participate!

Join the Professional Councils to collaborate with your state-wide community – the people who work directly within your discipline/department. Share challenges and solutions, knowledge and expertise.

Create content that will improve access to learning and reach a statewide audience through the new CASBO School Business University (SBU).

Come for the conversation, connections and caffeine!

Take it to the next level – get involved, grow your resume, and expand your professional network. Let the conversations begin…

Room 101B ‘Excel Basics’ to ‘Understanding School Site Funding’ Room 202B Draft an authorizer Toolkit Room 104A Virtual statewide roundtable topics and CBO Symposium sessions Room 102B Explore a micro-certificate program/audience

Room 103B ‘Facilities for CBO/CFOs’ and ‘bond oversight’ Room 104B Re-imagine a Director of Fiscal Services (DFS) certificate program Room 102A Explore a School Business HR certificate/ audience Room 201A Update the custodial standards and formula Room 201B Map a payroll onboarding course and recruit facility Room 101A Purchasing - Legal Update with Kelly M. Rem, Attorney, Lozano Smith Room 202A How can retirees be a vital resource for districts/COEs Room 104C Design a fundation course for other department(s) engaged in risk compliance, evaluation and metrics Room 203A Outline a basic course for Special Ed accounting and data Room 203C Design a basic IT risk and awareness course Room 102C Create a career roadmap for managers/ directors

93 CASBO 2023 Annual Conference & California School Business Expo

JONES HALL A PROFESSIONAL LAW CORPORATION Municipal Bond Attorneys

Individual attention you deserve.

Dual camera system

Knowledge R

R

Spill-resistant keyboard

Corning Gorilla Glass 4 touchscreen

With four flexible modes, the HP ProBook x360 EE caters to today’s blended learning environment, while standing up to rigorous student use.

& experience you need.

Representing over 200 California School Districts as Bond and Disclosure Counsel.

Visit Sehi at CASBO Booth #1220 475 Sansome Street, Suite 1700 San Francisco, CA 94111 1275 Puerta Del Sol San Clemente, CA 92673

1-800-346-6315 www.BuySehi.com

415.391.5780 tel 415.276.2088 fax info@joneshall.com www.joneshall.com

CASBO 2023 Annual Conference & California School Business Expo 94

Daily Schedule I Friday, April 7 10:15 - 11:15 am Hyatt Regency Long Beach - Regency ABC Closing Session Join this esteemed executive panel of Education Management Leaders to hear why this moment holds great promise for the future of education and hear about the leadership and association priorities that ensure students attain greater education outcomes and how the education ecosystem can work more congruently towards that goal.

Panel: Vernon Billy, CEO/Executive Director, CSBA; Edgar Zazueta, Executive Director, ACSA and Tatia Davenport, CEO, CASBO

95 CASBO 2023 Annual Conference & California School Business Expo

knowledge is power.

The education industry faces unique and complex challenges.

With our team of knowledgeable and experienced advisors on your side, you can worry less and focus on what matters most—the success of your students.

eidebailly.com

CASBO 2023 Annual Conference & California School Business Expo 96

Advertiser Index 1GPA . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Jones Hall, a Professional Law Corporation . . . . . . .

Amazon Business . . . . . . . . . . . . . . . . . . . . . 37

KeyAnalytics, a division of California Financial Services . . . . . . . . . . . . . . . 21

American Fidelity . . . . . . . . . . . . . . . . . . . . .

5

AP Keenan . . . . . . . . . . . . . . . . . . . . . . . .

2

ASCIP . . . . . . . . . . . . . . . . . . . . . . . . . . .

90

Atkinson, Andelson, Loya, Ruud & Romo . . . . . . . . . 90 Blach Construction . . . . . . . . . . . . . . . . . . . .

3

Brightly Software . . . . . . . . . . . . . . . . . . . . . 48 California Lottery . . . . . . . . . . . . . . . . . . . . . 50 California Schools VEBA . . . . . . . . . . . . . . . . . 46 California’s Valued Trust . . . . . . . . . . . . . . . . . 66 Capitol Advisors Group, LLC . . . . . . . . . . . . . . . 88 Carahsoft Technology Corporation . . . . . . . . . . . . 62 CDW Government LLC . . . . . . . . . . . . . . . . . . 27 Christy White, Inc. . . . . . . . . . . . . . . . . . . . . 54 Climatec . . . . . . . . . . . . . . . . . . . . . . . . .

13

COLBI . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Dale Scott & Co. . . . . . . . . . . . . . . . . . . . . . 60 Dannis Woliver Kelley . . . . . . . . . . . . . . . . . . 41 EdFiles . . . . . . . . . . . . . . . . . . . . . . . . . . 70 EH&A/MGT . . . . . . . . . . . . . . . . . . . . . . . . 64 Eide Bailly, LLP . . . . . . . . . . . . . . . . . . . . . . 96 ENGIE . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Equitable . . . . . . . . . . . . . . . . . . . . . . . . . 31 Fagen Friedman & Fulfrost LLP . . . . . . . . . . . . . . 43 Frontline . . . . . . . . . . . . . . . . . . . . . . . . .

94

Lozano Smith . . . . . . . . . . . . . . . . . . . . . . . 74 MeTEOR Education . . . . . . . . . . . . . . . . . . . . 76 ODP Business Solutions . . . . . . . . . . . . . . . . . . 34 Paymerang . . . . . . . . . . . . . . . . . . . . Back Cover PEPPM . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Piper Sandler & Co. . . . . . . . . . . . . . . . . . . . . 72 Planetbids, Inc. . . . . . . . . . . . . . . . . . . . . . . 23 Public Agency Retirement Services (PARS) . . . . . . . 44 Raymond James & Associates, Inc. . . . . . . . . . . . 33 Regional Liability Excess Fund / ReLiEF . . . . . . . . . 78 School Innovations & Achievement . . . . . . . . . . . 84 School Outfitters . . . . . . . . . . . . . . Inside Front Cover School Services of California, Inc. . . . . . . . . . . . . 86 Schools Excess Liability Fund (SELF) . . . . . . . . . . . 92 SchoolsFirst Plan Administration . . . . . . . . . . . . .

9

Sehi Computer Products, Inc. . . . . . . . . . . . . . . . 94 Self-Insured Schools of California (SISC)

. . . . . . . . 82

SiteLogicQ . . . . . . . . . . . . . . . . . . . . . . . . . 68 Southwest School & Office Supply . . . . . . . . . . . . 29 Stifel . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Vanir Construction Management . . . . . . . . . . . . . 92 Virco . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

7

Horace Mann . . . . . . . . . . . . . . . . . . . . . . . 17 Image One . . . . . . . . . . . . . . . . . . . . . . . . 36

97 CASBO 2023 Annual Conference & California School Business Expo

Are your business payments safe?

Check processing has risks and exposes accounts payable to fraud risk. With internal and external threats on the rise, accounting teams must mitigate risk, safeguard, sensitive bank information, and ensure the integrity of the accounting system. Assess how electronic payment solutions, such as virtual cards and ACH transactions, provide greater protections to manage the risk of payment fraud.

Sierre Lindgren | Senior Fraud Analyst at Paymerang

Long Beach Convention Center in Room 101B April 5 from 9:15 a.m. – 10:15 a.m.

Live Seminar at the CASBO Annual Conference!

Stop by booth #1300 or scan the QR code to schedule a personalized demo.