CASBO 2010 Onsite Conference Guide

Conference Program Guide

Annual Conference

CASBO CalifÂŞnia School Business Expo s a c ra me nt o

APRIL 16-19

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Table of Conents 2011 Conference . . . . . . . . . . . . . . . 4 Schedule at a Glance . . . . . . . . . . . . 5 Greetings From CASBO President . . . 6 Greetings From Executive Director . . . 8 Greetings From Associate Member Chair . . . . . . . . . . . . . . . . . . 8 Greetings From Conference Committee Chair . . . . . . . . . . . . . . . 10

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Greetings From Section President . . . . . 10 People . . . . . . . . . . . . . . . . . . . . . . 15 Sponsors . . . . . . . . . . . . . . . . . . . . 16 Notices . . . . . . . . . . . . . . . . . . . . . . 20 History . . . . . . . . . . . . . . . . . . . . . . 22

Knowledge & experience you need.

Friends of Education . . . . . . . . . . . . 24 Hotel Information . . . . . . . . . . . . . . . 25 CASBO Bookstore Information . . . . . 27 Computer Lab & Cyber CafĂŠ Schedule . . . . . . . . . . . 28 Friday Pre-conference Sessions . . . . 30

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

Saturday Sessions & Activities . . . . . 21 Sunday Sessions & Activities . . . . . . 43 Monday Sessions & Activities . . . . . . 53 California School Business Expo Information . . . . . . . . . . . . . . . . . . . 66 Expo Hall Map . . . . . . . . . . . . . . . . . 68

650 California Street, 18th Floor San Francisco, CA 94108

Exhibitors . . . . . . . . . . . . . . . . . . . . 69

415.391.5780 tel

Resource Guide . . . . . . . . . . . . . . . 78

info@joneshall.com

415.391.5784 fax

www.joneshall.com

April 16-19, 2010 Sacramento, CA 3

s av e t h e d at e !

CASBO annual conference & california school business expo

anaheim, california april 6-9, 2011

Schedule At A Glance 2010 CASBO Annual Conference & California School Business Expo April 16-19, 2010 Sacramento, CA Friday, April 16, 2010 9:00 a.m. - 4:15 p.m.

Pre-conference workshops

12:00 p.m. - 1:00 p.m.

Pre-conference luncheon

6:00 p.m. - 9:00 p.m.

President’s Leadership Recognition Dinner (Invitation Only)

9:00 p.m. - 12:00 a.m.

Dancing (Open to all conference attendees)

Saturday, April 17, 2010 7:30 a.m. - 9:00 a.m.

R&D Breakfasts (ticket required)

8:00 a.m. - 9:00 a.m.

R&D workshop sessions

9:15 a.m. - 10:45 a.m.

First General Session — Presentation of Sky Joyner Award

11:00 a.m. - 12:00 p.m.

R&D workshop sessions

11:00 a.m. - 12:00 p.m.

Planning Your Career Advancement

12:15 p.m. - 1:30 p.m.

Guest Lecture Series Lunch with Anne Bruce (ticket required)

or Lunch on your own

1:45 p.m. - 5:15 p.m.

R&D workshop sessions

5:30 p.m. - 7:30 p.m.

Grand Opening Reception in California School Business Expo

7:30 p.m.

On the town

Sunday, April 18, 2010 8:30 a.m. - 10:00 a.m.

Second General Session

10:15 a.m. - 11:15 a.m.

R&D workshop sessions

10:00 a.m. - 3:00 p.m.

California School Business Expo open

11:30 a.m. - 12:45 p.m.

Lunch in the California School Business Expo

(included in registration fee)

1:00 p.m. - 3:15 p.m.

R&D workshop sessions

3:30 p.m. - 4:30 p.m.

Associate member workshops

5:00 p.m. - 7:00 p.m.

Associate-hosted hospitality suites

9:00 p.m. - 1:00 a.m.

Gala Casino & Cabaret

Monday, April 19, 2010 7:30 a.m. - 8:45 a.m.

R&D Breakfasts (ticket required)

7:45 a.m. - 12:30 p.m.

R&D workshop sessions

11:30 a.m. - 12:30 p.m.

The Budget Crisis Up Close

12:45 p.m. - 2:15 p.m.

Guest Lecture Series Lunch with Jason Dorsey (ticket required)

or Lunch on your own

2:30 p.m. - 4:45 p.m.

R&D workshop sessions

April 16-19, 2010 Sacramento, CA 5

Greetings CASBO President Greeting

W

elcome to Sacramento, home to California’s state Capitol. Sacramento is pleased and honored to be

hosting the 2010 CASBO Annual Conference & California School Business Expo.

This year’s annual conference is guaranteed to provide myriad content-rich workshops in all disciplines of school business. We have an exciting lineup of keynote speakers for the two general sessions and lunch lectures. Evening entertainment will prove to be both fun and relaxing, and will afford you the opportunity to network with friends and make new acquaintances.

Please join me in thanking our associate members for their

Sharon Ketcherside CASBO President Sacramento County Office of Education

continued partnership and support of CASBO. Visit what is sure to be an outstanding School Business Expo and take this opportunity to interact with the associate members.

Whether you are a first-time or returning visitor, Sacramento offers many exciting and culturally diverse things to do and see.

Please take advantage of California’s state Capitol, the Railroad Museum, the Governor’s Historic Mansion, Sutter’s Fort or Old Sacramento during your stay with us.

Enjoy and have a wonderful conference!

6 2010 CASBO Annual Conference & California School Business Expo

Greetings Executive Director Greeting

A

s we gather in Sacramento for the 2010 Annual Conference & California School Business Expo, your membership and

investment in CASBO is more important, and more valuable, than ever.

During this incredibly difficult chapter for California’s public schools, your colleagues in CASBO are here for you – providing the most current professional development and collaborating on ideas to weather the storm.

With countless workshops and a variety of professional networking opportunities, the annual conference reflects the volunteerism, Brian Lewis CASBO Executive Director

dedication and leadership of CASBO members in every part of our state.

It also reflects the strong history of an association with more than 80 years of experience at not only surviving tough times, but also solving the challenges our schools face through collaboration and collective perseverance.

Welcome to Sacramento, and thank you for your active participation in CASBO.

Associate Member Committee Chair Greeting

A

s a representative of the associate membership and the Associate Member Committee, I would like to welcome all

CASBO members to California’s beautiful capital city and the 83rd CASBO Annual Conference & California School Business Expo.

As associate members of CASBO, we represent the hundreds of businesses providing goods and services for California schools.

It is our mission to provide CASBO members with the necessary information and tools to ensure the highest quality of education for children throughout the state.

Greg McDermott Associate Member Committee Chair Sierra School Equipment Company

As we move into what will be another very challenging economic year for California schools, please take full advantage of this opportunity to learn, share your ideas and collaborate with each other during the workshop sessions and California School Business Expo.

We are very pleased to sponsor this year’s: •

Sky Joyner Award

•

First General Session Speaker, Chris Bliss

•

Associate member workshops

•

Associate-hosted hospitality suites Over the next few days, we look forward to the opportunity to

interact with all attending this year’s conference.

8 2010 CASBO Annual Conference & California School Business Expo

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Greetings Conference Committee Chair Greeting

I

t is my pleasure to welcome you to the 2010 CASBO Annual Conference & California School Business Expo in beautiful

Sacramento!

Schools throughout California are facing the most challenging budget year in history, and CASBO is facing those same challenges.

This has had a profound effect on the planning process for this year’s conference. The 2010 Conference Committee worked tirelessly for the past year to make sure that professional development opportunities at the conference were maximized while, at the same time, costs were minimized. This was no easy task, but we believe the workshops that have been developed and the events that have been planned reflect Jeannie Goobanoff 2010 Conference Committee Chair Retired member

the essence of what it means to “do more with less!”

Because of the uncertainty facing our schools, it has never been more important to keep up on the latest information about how to do our jobs better and more efficiently. Annual Conference is the place to do just that, and each of 170 pre-conference and conference workshops has been put together by the members for the members!

The conference also provides a unique opportunity to learn from each other, grow in our collective knowledge, share our frustrations, and strategize and plan for our future.

Welcome friends!

Section President Greeting

A

s the president of Sacramento Section, it is my pleasure to welcome you to Northern California and the state capital.

This year’s conference is full of opportunity – to learn, to connect

and to problem solve. You’ll be able to do all three by attending workshop sessions, listening to informative keynote speakers and participating in the many networking opportunities.

Our annual conference is the place to take advantage of CASBO’s key benefit – leading-edge professional development. There is no other event that gives such access to top-quality training, the latest information on hot topics and best practices in school business.

Please take advantage of all that the conference has to have to Kristi Blandford CASBO Sacramento Section President San Juan Unified School District

offer while you are in Sacramento. In times like these, you can’t afford not to.

Thank you for your attendance and ongoing support of CASBO.

10 2010 CASBO Annual Conference & California School Business Expo

12 2010 CASBO Annual Conference & California School Business Expo

People CASBO Officers President, Sharon Ketcherside, Sacramento COE President-Elect, Renee Hendrick, Orange County DOE Vice President, Gary Matsumoto, Hacienda La Puente USD Immediate Past President, Eric D. Smith, Santa Barbara SD

Board of Directors Central Section Director, Richard Sepulveda, Sanger USD Eastern Section Director, Todd Butcher, Santa Ana USD Northern Section Director, Rich Buse, Pajaro Valley USD Sacramento Section Director, Ruth Ann Hall, Twin Rivers USD San Diego/Imperial Section Director, Guiselle Carreon, Grossmont UHSD Southern Section Director, Pearl Iizuka, Palos Verdes Peninsula USD Central Section President, Leeann Errotabere, Clovis USD Eastern Section President, Estuardo Santillan, Moreno Valley USD Northern Section President, Wendy Richard, Antioch USD Sacramento Section President, Kristi Blandford, San Juan USD San Diego/Imperial Section President, Pamela Gilles, San Diego COE Southern Section President, Kevin Smith, Hawthorne SD Associate Member Chair, Gregory McDermott, Sierra School Equipment Co. Chief Business Officials Chair, Baldev Johal, Yuba City USD Council on Professional Development Chair, Shauna Stark, San Diego COE Legislative Committee Chair, Gary Pickavet, Santa Barbara COE

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Retiree Committee Chair, Fanchon Owen, Retired EAF Chair/Ex Officio Member, Mary Turcotte, Retired Ex Officio Member, Brian Lewis, CASBO

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1-800-346-6315 www.sehi.com April 16-19, 2010 Sacramento, CA 15

Sponsors Thank you to our Sponsors

Thank you to our President’s Dinner Sponsors

16 2010 CASBO Annual Conference & California School Business Expo

People CASBO Board of Trustees Education Advocacy Foundation

Council on Professional Development

EAF Chair, Mary Turcotte, Retired

Assistant Chair, Stephanie Bruce, Ontario-Montclair SD

Trustee, Sharon Ketcherside, Sacramento COE Trustee, Renee Hendrick, Orange County DOE Trustee, Shauna Stark, San Diego COE Trustee, Gary Pickavet, Santa Barbara COE Trustee, Marilyn Cleveland, Dannis Woliver Kelley (Formerly Miller, Brown & Dannis) Ex Officio Trustee, Brian Lewis, CASBO

2010 Annual Conference Committee 2010 President, Sharon Ketcherside, Sacramento COE Conference Committee Chair, Jeannie Goobanoff, Retired Sacramento Section President, Kristi Blandford, San Juan USD Council on Professional Development Liaison, Shauna Stark, San Diego COE Entertainment Chair, Debra Kristoff, Los Rios CCD Assistant Entertainment, Chair, Erin Tarkhanian, RESIG Pre-Conference Chair, Rich Buse, Pajaro Valley USD Technology Chair, Michael Dodge, Manteca USD Facilities Chair, Tom Barentson, Sacramento City USD

Chair, Shauna Stark, San Diego COE

Member-at-Large, Jeannie Goobanoff, Retired Accounting Chair, Herb Calderon, Victor Valley UHSD Child Nutrition Chair, Nadene Haynes, Yuba City USD Facilities Chair, Margaret Brown, San Ramon Valley USD Finance Chair, Becky Trebizo, San Bernardino County Supt. of Schools Human Resources Chair, Jan Brannen, Grossmont UHSD Maintenance & Operations Chair, Chris Hall, Kern County Supt. of Schools Payroll Chair, Pamela Fowler, Manager, Sacramento COE Purchasing Chair, Mary Jane Andersen, San Bernardino County Supt. of Schools Risk Management Chair, John Preston, Murrieta Valley USD Technology Chair, Greg Blount, Merced City Elementary SD Transportation Chair, Bob Wigginton, Chino Valley USD Legislation Representative, Gary Pickavet, Santa Barbara COE CBO Committee Representative, Baldev Johal, Yuba City USD

Retirees Chair, Judy Miller, Retired Member

PDC Chair, Steve Bolman, Petaluma City Schools

Registration Chair, Jeffrey Markov, Elk Grove USD

PDC Assistant Chair, Michael Johnston, Clovis USD

Assistant Registration Chair, Lisa Konarski, Schools Insurance Authority

Retiree Representative, Christine Wallace, Retired

Promotions Chair, Nita Black, Pajaro Valley USD

Associate Member Representative, Christine Wakefield, Da-Lite Screen Co., Inc.

Associate Member Committee Liaison, Nancy LaCasse, School Services of California, Inc.

Conference Liaison, Jeannie Goobanoff, Retired Conference Technology Chair, Michael Dodge, Manteca USD continued on page 19 April 16-19, 2010 Sacramento, CA 17

18 2010 CASBO Annual Conference & California School Business Expo

People Pre-Conference Co-Chair, Rich Buse, Pajaro Valley USD Executive Committee Liaison, Sharon Ketcherside, Sacramento COE

Southern Section Liaison, Raelene Walker, American Fidelity Assurance Co. Educational Services Division

CASBO STAFF

Executive Director, Brian Lewis, CASBO Staff Liaison, Molly McGee Hewitt, CASBO Staff Liaison, Jodi Jackson, CASBO

Associate Member Committee

Administration

Brian Lewis, Executive Director Lori Smith, Administrative Services Manager Business Services

Chair, Gregory McDermott, Sierra School Equipment Co.

Nancy Oh San, Director, Business Services

Assistant Chair, Marilyn Cleveland, Dannis Woliver Kelley

Communications & Marketing

CASBO Liaison, Eric D. Smith, Santa Barbara SD CPD Liaison, Christine Wakefield, Da-Lite Screen Co., Inc. Member, Ruth Alahydoian, KNN Public Finance Member, Jim Balsano, Vavrinek, Trine, Day & Co., LLP Member, Gail Beal, Keenan & Associates Member, Laura Gower, American Fidelity Assurance Co. Educational Services Division Member, Dan Green, Virco, Inc. Member, Nancy LaCasse, School Services of California, Inc. Member, Drew McAlister, Tandus, Inc. Member, Marty Middleton, A-Z Bus Sales, Inc. Member, Art Perez, ING Member, Ron Pregmon, WLC Architects, Inc. Member, Kathy Rymer, Kaiser Permanente Secretary-Treasurer, Eugene Murray, Retired Central Section Liaison, Janet Kendrick, American Fidelity Assurance Co. Educational Services Division

Jodi Jackson, Director, Communications & Marketing Kristen Jacoby, Communications & Marketing Assistant Membership & Partnerships

Kevin Swartzendruber, Director, Membership & Partnerships Gail Hillis, Membership & Partnerships Coordinator/Accounts Payable Tess Patterson, Membership & Partnerships Assistant Governmental Relations

Dennis Meyers, Assistant Executive Director, Advocacy & Policy Lori Farnum, Legislative Analyst Professional Development

Molly McGee Hewitt, Assistant Executive Director, Professional Development Judy Good, Professional Development Coordinator Janice Kawate, Senior Professional Development Assistant Erika Sizemore, Professional Development Coordinator

Eastern Section Liaison, Lee Ann Bonn, Golden State Labor Compliance, LLC Northern Section Liaison, Sean Baum, Contrax Furnishings Sacramento Section Liaison, Terri Ezaki, Edgewood Partners Insurance Center (EPIC) San Diego/Imperial Section Liaison, Thomas Hartzell, Mission Federal Credit Union

April 16-19, 2010 Sacramento, CA 19

Notices Registration Hours & Location The registration center is located in the west lobby of the Sacramento Convention Center adjacent to Exhibit Halls A & B. Registration hours are: Friday, April 16 - 7:30 a.m. to 7:00 p.m.

Saturday, April 17 - 7:30 a.m. to 6:00 p.m.

Sunday, April 18 - 7:30 a.m. to 3:00 p.m.

Monday, April 19 - 7:30 a.m. to 11:00 a.m.

Meeting and Event Locations General Session luncheons and workshops sessions will take place at the Sacramento Convention Center, please refer to the schedule and session descriptions for room assignments. The California School Business Expo will take place in Exhibit Halls A & B of the Convention Center.

R&D Breakfast sessions will be held at the Sheraton Grand Hotel located adjacent to the Sacramento Convention Center. The Gala Casino & Cabaret event will take place on Sunday, April 18 in the Sheraton Grand Hotel. Associate-hosted hospitality suites will also be open on Sunday, April 18 from 5:00 p.m. - 7:00 p.m. at the Hyatt Regency Hotel. A list of Hospitality Suites and locations is included in your registration materials.

Thank you CASBO would like to thank our Premier Level Associate Members Platinum

Silver

American Fidelity Assurance Co.

De La Rosa & Co.

California Financial Services ING

Bronze

Keenan & Associates School Innovations & Advocacy

Kelling, Northcross & Nobriga/ KNN Public Finance

School Services of California

National Benefit Services, LLC

Virco

York California Public Entity

20 2010 CASBO Annual Conference & California School Business Expo

History The year 2010 marks CASBO’s 82nd Anniversary and its 83rd Annual Conference.

Past presidents and conference sites are: (Organizational), 1928, Oakland

Robert G. Barnes, 1968-69, Anaheim

W.E. Whalen, 1928-29, Los Angeles

H Marshall Hansen, 1969-70, Sacramento

W.E. Record, 1929-30, San Francisco

Eldon E. Price, 1970-71, Los Angeles

David P. Hardy, 1930-31, Fresno

Robert L. Michell, 1971-72, San Francisco

George Yelland, 1931-32, Long Beach

Robert Fisher, 1972-73, San Diego

L.L. Smith, 1932-33, Bakersfield

Richard B. Eaton, 1973-74, Lake Tahoe

William H. Cox, 1933-34, Alameda

Anthony V. Trovato, 1974-75, San Francisco

John T. Cate, 1934-35, Coronado

Donald W. Luce, 1975-76, Los Angeles

J. W. Edgemond, 1935-36, Fresno

James Graves, 1976-77, San Diego

Arthur A. Knoll, 1936-37, San Francisco

Lewis E. Holtman, 1977-78, Fresno

John A. Ormond, 1937-38, Riverside

Ira S. Carter, 1978-79, Lake Tahoe

S.C. Joyner, 1938-39, Oakland

John C. Wolfe, 1979-80, San Francisco

Donald B. Rice, 1939-40, Coronado

Herman L. Pede, 1980-81, Los Angeles

Walter Barber, 1940-41, N/A

George C. Palmer, 1981-82, San Diego

Vaughn D. Seidel, 1940-41, El Monte

Peter A Lippman, 1982-83, Fresno

Al P. Mattier, 1941-42, Coronado

Arthur O. Bachelor, 1983-84, Lake Tahoe

M.P. Haviken, 1942-43, Fresno

Carl E. Thompson, 1984-85, Monterey

John D. Berger, 1943-44, Fresno

Howard A. Erickson, 1985-86, Anaheim

Clyde S. Yerg, 1944-45, Fresno

Calvin A. Hall, 1986-87, San Diego

Louis L. Cunningham, 1945-46, San Diego

Lydia L. Lobdell, 1987-88, Fresno

Harold Yost, 1946-47, Santa Cruz

Anthony R. Turcotte, 1988-89, Lake Tahoe

Tom K. Hounsley, 1947-48, Coronado

Stanley A. Flandi, 1989-90, Monterey

Ralph J. Raitt, 1948-49, Santa Cruz

Benny E. Langley, 1990-91, Anaheim

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

Marlene Brownell, 1991-92, San Diego

Ralph C. Dailard, 1950-51, Hobergs

Charles Hanson, 1992-93, Fresno

Joseph P. McElligott, 1951-52, Coronado

Eugene W. Murray, 1993-94, Sacramento

Rhodes Elder, 1952-53, Coronado

Helen D. Kerrian, 1994-95, San Jose

Thomas H. McCandless, 1953-54, Santa Cruz

David L. Hurlbut, 1995-96, Long Beach

Donald D. Cunliff, 1954-55, Coronado

Pat Gibbons, 1996-97, San Diego

J.C. Trombetta, 1955-56, San Francisco

Mary W. Turcotte, 1997-98, Sacramento

Myron A. Hesse, 1956-57, Coronado

Charlene Timilione, 1998-99, Anaheim

Clifford R. Metz, 1957-58, Los Angeles

Sarah Hart, 1999-00, Ontario

Owen J. Cook, 1958-59, San Diego

Ron Damschen, 2000-01, Santa Clara

George H. Geyer, 1959-60, Fresno

Mike Beever, 2001-02, Anaheim

George C. McGinnis, 1960-61, Los Angeles

Barbara Dean, 2002-03, San Diego

Ernest W. Carl, 1961-62, Berkeley

Susan Murai, 2003-04, Sacramento

Joseph F. Fogarty, 1962-63, Coronado

Nick Ferguson, 2004-05, Anaheim

Edgar C. Egly, 1963-64, Bakersfield

Pearl Iizuka, 2005-06, San Diego

James C. Roos, 1964-65, Los Angeles

Lora Duzyk, 2006-07, San Jose

Jack R. Sadler, 1965-66, San Francisco

Bill McGuire, 2007-08, Anaheim

Robert A. Webber, 1966-67, Coronado

Eric D. Smith, 2008-09, San Diego

Albert J. Churchman, 1967-68, Fresno

22 2010 CASBO Annual Conference & California School Business Expo

Conference Information Friends of Education Scholarship Fund The Friends of Education Board of Directors is seeking your assistance and participation in the annual raffle to raise funds for the Friends of Education Scholarship Fund.

The State Past Presidents created Friends of Education in 1988, serve as the Board of Directors, and have awarded $57,000 in scholarships to CASBO members and other school business professionals.

The 2009 Friends of Education Scholarship recipients are: Sandy Kiser-Stodden, Sacramento City Unified School District - $500 Scholarship Lisa Tarrats, Beaumont Unified School District - $500 Scholarship The Friends of Education accepts scholarship applications annually until June 30 and each fall awards the scholarships. The revenue raised through the annual raffle is used to fund the scholarships and the endowment fund for future additional scholarships.

The Friends of Education Board of Directors extends its sincere “thanks” to the Retirees Committee and their effort to perpetuate this worthy endeavor.

Please support the Friends of Education Scholarship Fund by purchasing raffle tickets from a CASBO Retiree Committee Member for $2 each or three for $5.

Thank you, Eugene W. Murray (Gene) Friends of Education President CASBO President 1994

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24 2010 CASBO Annual Conference & California School Business Expo

Hotel Information The Hyatt Regency Sacramento The Hyatt Regency Sacramento is situated directly across from the State Capitol and adjacent to the Sacramento Convention Center and historic Old Town Sacramento. Mediterranean in architectural design, with arched windows and marble floors, the Hyatt Regency features a half million dollars in commissioned artwork and European antiques.

With 503 newly renovated guest rooms, the hotel offers guests full hotel amenities that include a 24-hour Stay Fit gym, heated outdoor pool and whirlpool, jogging paths, a 24-hour selfservice business center and the Vines Café and Dawson’s Restaurant. Guest rooms include oversized showers, spacious work areas and plush Grand Beds.

A first night’s deposit is required; refundable up to 72 hours in advance of check in date. Checks and major credit cards are acceptable to establish prepayment. All credit cards used to prepay will be charged immediately. Self parking is approximately $17 per day and valet parking is available for approximately $25 per day. Cutoff date for hotel reservations is March 12, 2010, or until reserved block is sold out.

Check in time is 3:00 p.m. and checkout time is 12:00 p.m.

Hyatt Regency Sacramento

1209 L Street Sacramento, CA 95814 (916) 443-1234 $147 Standard Room (single/double) $172 Standard Room (triple occupancy) $197 Standard Room (quadruple occupancy)

April 16-19, 2010 Sacramento, CA 25

Hotel Information The Sheraton Grand Sacramento Hotel The Sheraton Grand Sacramento Hotel is located in the beautifully restored historic Public Market Building. It is located conveniently across the street from the Sacramento Convention Center and adjacent to the Hyatt Regency Sacramento.

The Sheraton offers 503 guest rooms that are beautifully appointed and include crisp sheets, a plush duvet and the signature Sheraton Sweet Sleeper (SM) beds. Guests will have access to their 24-hour fitness facility, heated outdoor swimming pool and other guest services. Enjoy an array of dining selections with upscale California cuisine at Morgan’s Central Valley Bistro or fresh-baked pastries and espresso at Glides Market Café. Guests may also enjoy drinks and lounge amidst the numerous couches and overstuffed chairs at the Public Market Bar. A first night’s deposit is required; refundable up to 72 hours in advance of check in date. Checks and major credit cards are acceptable to establish prepayment. All credit cards used to prepay will be charged immediately. Self parking is approximately $18 per day and valet parking is available for approximately $25 per day. Cutoff date for hotel reservations is March 12, 2010, or until reserved block is sold out.

Check in time is 3:00 p.m. and checkout time is 10:00 a.m.

Sheraton Grand Sacramento Hotel

1230 J Street Sacramento, CA 95814 (916) 341-3605 $155 Standard Room (single/double) $180 Standard Room (triple occupancy) $205 Standard Room (quadruple occupancy)

26 2010 CASBO Annual Conference & California School Business Expo

Venue Bookstore You can always find something new in the CASBO Bookstore including CASBO publications, CASBO book club titles and logo items!

The bookstore is located in the California School Business Expo at the Sacramento Convention Center.

CASBO Bookstore Hours: Saturday, April 17 – 5:30 p.m. - 7:30 p.m.

Sunday, April 18 – 10:00 a.m. - 3:00 p.m.

Twitter Perch The CASBO “Twitter Perch” is located in the lobby of the convention center near the registration desk. We will show you how to sign up on Twitter and how to follow CASBO and exciting conference activities by using the features of the site. Throughout the annual conference, CASBO will be “tweeting” special offers available only to its Twitter followers.

Still not quite sure what all the chirping on Twitter is all about? Check out http://twitter.com/ CASBO, or visit the Twitter perch in the lobby at the annual conference and let us help you get started.

April 16-19, 2010 Sacramento, CA 27

Computer and Internet Access Casbo Cyber Café Sehi computers are again sponsoring our computer lab and internet stations in the Cyber Café. The Cyber Café will be located in the Sacramento Convention Center on the third floor in room 319.

All conference attendees are welcome to use the computers to check e-mails and for internet access.

The internet station is open daily during activities in the Convention Center. The Cyber Café is open to all conference attendees during the following hours: Saturday, April 17 – 8:00 a.m. - 4:00 p.m.

Sunday, April 18 – 8:00 a.m. - 4:00 p.m.

Monday, April 19 – 8:00 a.m. - 2:00 p.m.

The California School Boards Association partners with highly qualified consultants to provide districts/county offices with a comprehensive one-stop, low cost GASB 45 Solutions Program.

Stop by booth 814 today!

1.800.266.3382 www.csba.org

28 2010 CASBO Annual Conference & California School Business Expo

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Friday P re-Conference Sessions Pre-Conference Full-Day Session

Pre-Conference Luncheon Friday, April 16 12:00 p.m. - 1:00 p.m.

Convention Center Third Floor Ticket required

Location: Third Floor Convention Center Time: Friday, 9:00 a.m. - 4:15 p.m.

Title: Disaster Preparedness for School Business Officials: Part I & Part II

Session # PRE01 & PRE02 Spend a day with top-notch professionals who will help prepare you for potential disasters that may impact your schools. CASBO members are on the front line when dealing with students, staff and the general public in the event of a natural or manmade disaster and must be prepared. The course will include National Incident Management System (NIMS) training (ICS-100, ICS-200 and IS-700) with a required test and certificate. This course is a requirement for everyone designated as a disaster service worker, including all public school employees. Also covered will be: reviewing and communicating your emergency operations plan; how to build a cooperative relationship with local agencies in advance of a disaster; dealing with the news media; student release and parent communication strategies and more. Facilitators for this workshop are Jeannie Goobanoff and Erin Tarkanhanian.

Speakers Jeannie Goobanoff, Safety Consultant, Goobanoff and Associates

Erin Tarkhanian, Loss Prevention Coordinator, RESIG

Pre-Conference Half-Day Session Location: Time: Title:

Third Floor Convention Center Friday, 9:00 a.m. - 11:45 p.m.

Access 2007 Level II Session # PRE03

The course is designed for the individual whose job responsibilities include creating new databases, tables and relationships, as well as working with and revising intermediate-level queries, forms, and reports. It also introduces participants to integrating Access data with other applications such as Word or Excel.

William M. Habermehl As Orange County Superintendent of Schools, William M. Habermehl is responsible for the management of nearly 3,000 employees, and for ensuring a world-class education for over 500,000 Orange County children.

Habermehl began his career in education nearly four decades ago as a science teacher and football coach in Orange County. As a coach and educator, he had such a positive influence on the lives of students that, years later, many say Habermehl’s impact is still felt.

With an intense personal commitment to public education and advocacy on its behalf, Habermehl is actively involved in both business and community service, sitting on the boards of such organizations as the Orange County Business Council, the Discovery Science Center, United Way and Drug Abuse is Life Abuse.

He is a frequent speaker at national education and technology conferences.

Habermehl and his wife, Holly, have three children and seven grandchildren who he says inspire him on a daily basis to “keep it real.”

Speaker Aaron Boisseau, Instructor, Unitek

Pre-Conference Half-Day Session Location: Time: Title:

Third Floor Convention Center Friday, 1:15 p.m. - 4:15 p.m.

Excel 2007 Level II Session # PRE04

In this course attendees will learn how to use Microsoft Office Excel 2007 to streamline and enhance spreadsheets with templates, charts, graphics, and formulas. Participants will leave knowing how to apply visual elements and advanced formulas to a worksheet to display data in various formats.

CBO CERTIFICATION

This year, 19 sessions qualify for continuing education units for CBO certification renewal. The CBO certification logo is located next to those qualifying pre-conference and workshop sessions.

Speaker Aaron Boisseau, Instructor, Unitek

30 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions Maintenance and Operations Location: Time: Title:

Sheraton Grand - Falor Room Saturday, 7:30 a.m. - 9:00 a.m.

M&O R&D Breakfast Session # MO10

While enjoying a hot breakfast, hear the latest updates from Sacramento as they relate to Facilities planning from CASH’s own legislative advocate.

Presider Steve Plaxco, Director of Maintenance, Yuba City USD Speaker Ian C. Padilla, Legislative Advocate for CASH, Murdoch, Walrath & Holmes

Purchasing

Location: Sheraton Grand - Carr Room Time: Saturday, 7:30 a.m. - 9:00 a.m.

Title: Purchasing Breakfast & Round Table: Part I & Part II

Session # PUR10 & PUR11 This breakfast is a kickoff to all the sessions. The State Purchasing R&D Committee recognizes the six section committee chairs and committees for their efforts in presenting valuable sessions and handouts.

The annual Unsung Hero Award is also presented.

Time is allowed for round-table discussions on hot topics.

Presider Susi McLane, Retiree Speaker Mary-Jane Andersen, Purchasing/ Contracts, Program Manager, San Bernardino CSS

Chief Business Officials

Location: 315 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: Salvaging Your Health & Welfare Plan During a Fiscal Crisis

Session # CBO11 Local and national economies are under great stress, which is likely impacting your ability to continue to pay for your active and retired employee benefit programs. This session will identify creative ideas that various agencies are using to save money. We will look at what is working and what is not.

Presider Vince Christakos, Assistant Superintendent, Business, Services, Hemet USD Speakers Steve Gedestad, Executive Vice President, Keenan Financial Services

Child Nutrition

Location: 314 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: Increase Participation and Revenue with Marketing

Session # CN11 With all the recent regulatory changes on meals and a la carte food sales, districts need options for building revenue to offset losses. This workshop offers a step-by-step approach to improving marketing and outreach within your district, from evaluation of current participation and creating a strategic plan to attaining projected goals.

Risk Management

Presider Gail Hartzell, Director Food Services, Empire USD Speakers Linda Mattson, Registered Dietitian, San Juan USD

Ron Pierce, Food Service Supervisor, Elk Grove USD

This presentation includes an overview of the applicable sections of the California Education Code as they relate to eligibility, the legal requirements to provide workers’ compensation, temporary disability, indemnity, practical payroll applications and the pivotal points in a workers’ compensation claim to help you ensure compliance. The session will include a brief history of workers’ compensation; help in understanding coverage, definitions, employer responsibilities before, during and after an injury; defenses and exceptions, benefits, financial risks and controlling costs.

Facilities

Location: 309 Time: Saturday, 7:30 a.m. - 9:00 a.m.

Title: Education Code Integration of Workers’ Compensation

Session # RISK10

Presider Terri Prichard, Risk Manager, Merced County Schools Insurance Group Speaker Jody Gray, President, Southern California Risk Management Associates

Location: 312 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: What to Expect from OPSC’s New Audit Process

Session # FAC11 OPSC’s expenditure audit has expanded. Come hear the latest in new requirements and processes.

This workshop includes a review of the SAB-Audit Subcommittee findings and ramifications.

Presider June Rono, Director of Facilities and Planning, East Side UHSD Speakers Lettie Boggs, Chairman and CEO, COLBI Technologies, Inc.

Margie Brown, Assistant Superintendent - Facilities Development, San Ramon Valley USD

April 16-19, 2010 Sacramento, CA 31

Saturday Conference Sessions Financial Services

Transportation

FCMAT’s Fiscal Health Risk Analysis Indicators will be presented in a humorous game show format.

This program will examine the proposed state budget and its apportionment for home-to-school transportation.

Location: 307 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: Indicators of Fiscal Distress!

- The Game Show

Session # FIN11

Presider Peggy Rodgers, Director Fiscal Services, Kerman USD Speakers Andrea Alvarado, District Fiscal Services Officer, Merced COE

Kassandra Booth, Financial Analyst, Clovis USD

Jamie Perry, Senior Director, District Financial Services, Fresno COE

Curt “Bubba” Pollock, Consultant to Education Finance

Human Resources Location: Time: Title:

311 Saturday, 8:00 a.m. - 9:00 a.m.

Who’s Who in Human Resources?

Session # HR11

Here is an opportunity to get to know your Human Resources Committee members. It is a chance to talk expectations and anticipations. First-time attendees can meet seasoned veterans and seasoned veterans can meet future leaders!

Speaker Jan Brannen, Director, Human Resources, Grossmont UHSD

Technology

Location: 318 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: Digital Classrooms: Alignment of Technology and Facilities Best Practices

Session # TEC11 This session addresses collaboration between departments in implementing digital technologies, the importance of getting all the right people at the table, the way the project effects both departments and issues that need to be addressed.

Speaker Joe Jenkins, Chief Technology Officer, Folsom Cordova USD

Location: 305 Time: Saturday, 8:00 a.m. - 9:00 a.m.

Title: Home-to-School Transportation and the State Budget

Session # TRN11

Presider Bob Wigginton, Director of Transportation, Chino Valley USD Speaker Kirk Hunter, CEO, Southwest Transportation Agency

Accounting Location: Time: Title:

308 Saturday, 11:00 a.m. - 12:00 p.m.

What have they done to our business?

Session # ACT12

Curt Pollock is back with Bubba to provide some insightful information and tips to survive these trying times.

Speaker Curt Pollock, Consultant to Education Finance

Chief Business Officials Location: Time: Title:

315 Saturday, 11:00 a.m. - 12:00 p.m.

Weathering the Budget Storm Session # CBO12

Districts have faced state budget funding issues numerous times in the last 15 years. The revenue limit has had a deficit factor for five of the last 15 years. What can districts do to plan ahead for these budget storms that have become the norm for K-12 education funding?

Presider Ann Jones, Chief Business Officer, San Jose USD Speaker Jannelle Kubinec, Associate Vice President, School Services of California, Inc.

Child Nutrition Location: Time: Title:

314 Saturday, 11:00 a.m. - 12:00 p.m.

Yoga Commodities Session # CN12

This session will teach attendees how to stretch entitlement dollars through the products purchased from processors. It will also provide guidelines to determine the value of the commodity items using market value as the base. Attendees will leave with better methods of procurement to maintain a positive fund balance.

Presider Pamela Lambert, Director Nutrition Services, Escondido UHSD Speaker Lynette Rock, Director, Child Nutrition, Torrance USD

32 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions First General Session Saturday, April 17 9:15 a.m. - 10:45 a.m.

Convention Center Exhibit Halls C, D & E Prelude Student Entertainment

Rio Americano High School Jazz Band, Sacramento, CA Call to Order and Welcome

Sharon Ketcherside, CASBO President Chris Bliss Comedian, juggler and nonprofit activist – audiences get all three in Chris Bliss, a satirist who delivers “smart comedy for the information age.”

Bliss started out as a juggler and variety artist and later expanded into stand-up comedy. His talents made him a regular on the “Tonight Show,” and he was often tapped as the opening artist for concerts by musicians including Eric Clapton, Kenny Loggins and Michael Jackson.

His “Amazing Juggling Finale,” set to a medley of songs from The Beatles’ “Abbey Road” album, became a viral Internet sensation in 2006. He has also earned international recognition for his comedy, and was chosen to perform at the 20th anniversary of the Just For Laughs Festival in Montreal, the largest international comedy festival in the world.

Aside from his performance career, Bliss is also behind MyBillofRights.org, a Bill of Rights Monument Project that is dedicated to rebuilding Americans’ sense of common ground through the placement of monuments of the Bill of Rights across the United States.

Presentation of Colors

Florin High School Color Guard, Sacramento, CA Inspiration

Jim McGovern, Retired Teacher, Twin Rivers USD Introduction of Special Guests, Officers and Past Presidents

Sharon Ketcherside Presentation of Sky Joyner Award CASBO Associate Member Committee

Ron Pregmon, Director, Planning & Business Development, WLC Architects Introduction of Keynote Speaker

Gail Beal, Senior Vice President, Keenan & Associates Keynote Speaker Sponsored by the CASBO Associate Member Committee

Chris Bliss

April 16-19, 2010 Sacramento, CA 33

Saturday Conference Sessions Facilities Location: Time: Title:

312 Saturday, 11:00 a.m. - 12:00 p.m.

Best Practices for Project Delivery Session # FAC12

Every school district wants its school facility project to come in on time and on budget without problems.

This workshop will provide project delivery information based on real construction experience including best practices on how to use traditional and alternative delivery methods to achieve your goals.

Presider Speaker

Margie Brown, San Ramon Valley USD Ed Mierau, Neff Construction Paul Bonaccorsi, WLC Construction Dick Cowan, Davis Reed Construction

Financial Services

Location: 307 Time: Saturday, 11:00 a.m. - 12:00 p.m.

Title: Bridging the Gap Between Child Nutrition and the Financial Services Office

Session # FIN12 This is a session to bring child nutrition managers and financial services managers together to discuss budgeting, indirect costs, insurance issues, policy and procedures.

Maintenance and Operations Location: Time: Title:

310 Saturday, 11:00 a.m. - 12:00 p.m.

World-Class Cleaning Session # MO12

This session is a must-attend session for all M&O personnel. Learn how to clean with more productive techniques designed to save money and increase your cleaning standards.

Speaker Perry Shimanoff, Management and Communication Consultants

Payroll Location: Time: Title:

313 Saturday, 11:00 a.m. - 12:00 p.m.

It’s None of Your Business, or Is It? Session # PAY12

Private employee information needs to stay confidential.

This workshop will provide a guide to help payroll and human resource staff keep their information confidential.

Presider Jan Brannen, Director, Human Resources, Grossmont UHSD Speakers Rosie Aguilar, Support Services Specialist, Orange County DOE

Tamara Cianciolo, Administrator, Human Resources, Orange County DOE

Presider Gale Hartzell, Director of Food Services, Empire USD Speakers Gale Hartzell, Director of Food Services, Empire USD

Robert Schram, Director, Campus Catering, Clovis USD

Jay Serratore, Director of Administrative Services, Delhi USD

Human Resources Location: Time: Title:

313 Saturday, 11:00 a.m. - 12:00 p.m.

It’s None of Your Business, or Is It? Session # HR12

Private employee information needs to stay confidential. This workshop will provide a guide to help payroll and human resources staff keep their information private and confidential.

Presider Jan Brannen, Director, Human Resources, Grossmont UHSD Speakers Rosie Aguilar, Support Services Specialist, Orange County DOE

Tamara Cianciolo, Administrator, Human Resources, Orange County DOE

34 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions Purchasing

Location: 306 Time: Saturday, 11:00 a.m. - 12:00 p.m.

Title: I’m Just a Req., But I’ll Be a PO Someday!

Session # PUR12 The requisition process - What does a requisition go through in it’s life to obtain the status to actually become a purchase order? This workshop will follow a requisition through its approval path to completion, with some fun antics along the way.

Presider Diana Field, Director of Purchasing, Palm Springs USD Speakers Martha Alvarado, Buyer, Palm Springs USD

Mary-Jane Andersen, Purchasing/ Contracts, Program Manager, San Bernardino CSS

Donna Barber, Contracts/Purchasing Manager, Riverside COE

Carolyn Burleson, Purchasing/Contracts Supervisor, San Bernardino CSS

Anne Marie Capitanelli, Buyer, Palm Springs USD

Phil Ethridge, Purchasing Manager, Victor Valley UHSD

Katie Kolbly, Construction Grant Administrator, Silver Valley USD

Pat Mc Caughey, Coordinator, Purchasing/Contracts/Transportation, Orange County DOE

Barbara Newlin, Manager, Purchasing Warehouse, Copy Services, YucaipaCalimesa Joint USD

Retirees Location: Time: Title:

302 Saturday, 11:00 a.m. - 12:00 p.m.

Estate Planning - Wills and Trust Session # RET12

This is an opportunity for attendees to determine if they would benefit from having a will or a living trust.

Individuals, regardless of their marital or employment status, should learn what constitutes an estate, what impact that determination has on estate planning and what will happen to one’s assets.

Presider Richard Lear, Retiree Speaker Bradley S. Erdosi, Attorney-at-Law, Law Office of Bradley S. Erdosi

Risk Management Location: Time: Title:

309 Saturday, 11:00 a.m. - 12:00 p.m.

Risk Management 101 Session # RISK12

This session will cover the basics of risk management practices and discuss methods district staff can implement to establish a proactive and integrated risk management practice to help satisfy litigation or regulatory requirements and generate an improved districtwide safety culture.

Presider Vern Sanborn, Safety Manager, Santa Barbara COE SIPE Speaker Robin Flint, Risk Services Consultant, Alliance of Schools for Cooperative Insurance Program

Technology

Location: 318 Time: Saturday, 11:00 a.m. - 12:00 p.m.

Title: How to Get the Board to “Yes”: Implementing Programs and Projects Successfully

Session # TEC12 Session will cover the steps necessary to get programs and projects implemented in districts successfully, no matter what department they are for.

We will show the keys to a successful pilot program, project planning and design, what kind of projects work and why projects can fail, how to prepare and present to the board to make “yes” the only answer.

Speaker Joe Jenkins, Chief Technology Officer, Folsom Cordova USD

Transportation Location: Time: Title:

305 Saturday, 11:00 a.m. - 12:00 p.m.

The School Transportation Coalition Session # TRN12

The School Transportation Coalition represents a group of school districts whose focus is the improvement and enhancement of school transportation funding, school bus replacement, as well as other school transportation-related issues. Stephen Rhoads will talk about the latest school transportation-related developments in Sacramento.

Presider Bob Wigginton, Director of Transportation, Chino Valley USD Speakers Kirk Hunter, CEO, Southwest Transportation Agency

Stephen Rhoads, Consultant, Strategic Education Services

April 16-19, 2010 Sacramento, CA 35

Special Conference Sessions Planning Your Career Advancement Saturday, April 17 11:00 a.m. - 12:00 p.m.

Hyatt Regency, 2nd floor, Trinity Room Don’t miss this special program featuring university programs and training opportunities available to aspiring CBOs and other school business officials who wish to advance their careers. Information will also be provided on CASBO CBO Certification and ASBO International Certification programs.

Speakers include: • Don Zimring, chair, CASBO Professional Certification Committee • Molly McGee Hewitt, CAE, assistant executive director, professional development, CASBO • Ken Hall, USC, Rosier School of Education • Jody Thulin, USC, Rosier School of Education • Sue Teele, University of California, Riverside • Francie Heim, CBO Training Partnerships, FCMAT Project

The Budget Crisis Up Close – The Experts Overview on What’s Next Monday, April 19 11:30 a.m. - 12:30 p.m.

Convention Center Learn what’s next in terms of funding, politics, school business management and the future. All conference registrants and exhibitors are invited to attend. It’s back by popular demand!

Moderator: • Brian Lewis, CAE, executive director, CASBO Speakers include: • Ron Bennett, president, School Services of California • Kevin Gordon, president, School Innovations & Advocacy • Joel Montero, chief operations officer, FCMAT • Gary Pickavet, CASBO Legislative Committee chair, assistant superintendent, administrative services, Santa Barbara COE

36 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions Guest Lecture Series Luncheon Saturday, April 17 12:15 p.m. - 1:30 p.m.

Sheraton Grand Hotel Magnolia Room Ticket required Welcome

Sharon Ketcherside, President Speaker

Anne Bruce Anne Bruce

Motivating and Developing Superstar Talent Anne Bruce is a best-selling author of more than a dozen books in the field of human behavior and leadership, including selections on topics such as life coaching, team building, multi-generational relationships and motivation. She is also a speaker and trainer on human development and personal growth.

Bruce espouses a technique she calls “discovering true north,” and teaches readers and audiences how to become the authors of their own life stories.

Using nuts-and-bolts tools and techniques, Bruce teaches people the steps necessary to build individual signature strengths and to rely on the inner guidance system that is within every person.

Bruce has been a featured presenter at The White House, The Pentagon, Coca-Cola and Sprint. She also hosts a radio talk show called “Anne Bruce Life Coach.”

In addition, Bruce is a subject matter expert for MindLeaders Inc., a developer and distributor of e-learning programs.

Anne will be available Saturday night during the Grand Opening Celebration of the California School Business Expo to autograph copies of two of her books: “Discover True North” and “Be Your Own Mentor.” Stop by the CASBO Bookstore located at booths 931 and 933 to meet Anne.

April 16-19, 2010 Sacramento, CA 37

Saturday Conference Sessions Accounting

Location: 308 Time: Saturday, 1:45 p.m. - 2:45 p.m.

Title: Understanding the Principal Apportionment

Session # ACT13 This session will aid attendees who are dealing with deferrals and seeking to better track apportionments.

Speaker Peter Foggiato, CDE Administrator for Principal Apportionment, California DOE

Chief Business Officials

Location: 315 Time: Saturday, 1:45 p.m. - 2:45 p.m.

Title: I’m a CBO, Get Me Out of Here: Cash Flow Survival Strategies

Session # CBO13 This presentation focuses on actual CBO experiences in creating and pinpointing cash flow and general fund subsidizing strategies that are available to all districts, but are not utilized by most. The CBO’s actual cash flow results, both positive and negative, will be presented and discussed.

Presider Larry Teixeira, Assistant Superintendent, Selma USD Speakers Geoff Kiscuk, President, Total Compensation Systems

Richard “Chuck” Thompson, President/CEO, Rp.m. Consultant Group

Child Nutrition Location: Time: Title:

314 Saturday, 1:45 p.m. - 2:45 p.m.

Get Smart Session # CN13

School child nutrition directors are responsible for operating their programs at a time when food and supply costs are soaring, requiring aggressive changes to finances. This session provides strategies to offset costs in all areas of the meal program.

Attendees will learn new methods to control costs that, when applied, will create increased flexibility for their programs.

Presider Barbara Lee, Director Food Services, Livermore Valley Joint USD Speaker Teresa Mee, Director of Food Service, Palos Verdes Peninsula USD

Facilities

Location: 312 Time: Saturday, 1:45 p.m. - 2:45 p.m.

Title: Integrated Project Delivery and Lean Design & Construction: Get More for Less - A Team Approach

Session # FAC13 Hear about the benefits of picking your design and construction team at the project start. Hear how you can select your contractor up front, get your architect to listen and other minor miracles of school construction.

Presider Leigh Coop, Director of Facilities, Vacaville USD Speaker Jay Davison, President, Capital Program Management

Financial Services

Location: 307 Time: Saturday, 1:45 p.m. - 5:15 p.m.

Title: What’s So “Special” About Special Education? : Part I, II & III

Session # FIN13, FIN14 & FIN15 This three-part session answers key questions about special education including: What’s so “special” about special education? What’s an IEP, a SELPA, MOE, LRE? This workshop will provide an overview of special education programs and funding and discussion related to current practices and issues in the state. Part I provides historical perspective, Part II covers IEPs and program aspects and Part III covers fiscal aspects of special education.

Presider Melissa Anderson, Chief, District Financial Services, San Bernardino CSS Speakers Sherryl Avitabile, Assistant Superintendent, Business Services, Redlands USD

Renee Hendrick, Executive Director, Business Services, Orange County DOE

Karen Mitchell, Consultant, Desert/ Mountain SELPA

Mary Samples, Assistant Superintendent, Ventura SELPA

Becky Trebizo, Consultant, East Valley SELPA

Human Resources Location: Time: Title:

311 Saturday, 1:45 p.m. - 2:45 p.m.

FRISK Documentation Model Session # HR13

Skilled evaluators should know WHAT to say and HOW to convey a feedback message to employees experiencing performance problems. This session will review the FRISK Documentation Model, a communication framework for successfully remediating performance problems and developing legally defensible documentation when discipline is necessary.

Speaker Steve Andelson, Partner, Atkinson, Andelson, Loya, Ruud & Romo

38 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions Maintenance and Operations Location: Time: Title:

310 Saturday, 1:45 p.m. - 2:45 p.m.

The Importance of Facilities Maintenance Session # MO13

You can Payroll me now or Payroll me later,” as the saying goes. Attend this session and gain an understanding about the cause and effects of good and bad facilities management.

Presider Chris Hall, Division Administrator, M&O & Transportation Speaker Roger Young, Roger Young & Associates

Payroll Location: Time: Title:

313 Saturday, 1:45 p.m. - 2:45 p.m.

Early Retirement Incentives Session # PAY13

This workshop will help attendees learn how to set up early retirement incentive programs, key employee benefit plans and buyouts to save money in lean economic times.

Presider Flora Pourzamani, Retirement Systems Specialist, San Diego COE Speaker Ellie Lowder, MCRS Consultant, Author

Purchasing

Retirees

Location: 302 Time: Saturday 1:45 p.m. - 4:00 p.m.

Title: Planning and Preparing for Retirement: Part I & Part II

Session # RET13 & RET14 Numerous employees approach retirement with little planning for the future. Early steps taken can alleviate future financial and health care problems. Find out what those steps are at this session.

Speaker March Houle, Plan Member Securities, Keenan & Associates

Risk Management

Location: 309 Time: Saturday, 1:45 p.m. - 2:45 p.m.

Title: Comprehensive Safe School Plans – Taking It to the Next Level

Session # RISK13 Enhance your district’s approach to Comprehensive Safe School Plans (CSSP) with thorough and effective data gathering and analysis, including population and survey data. CSSPs have long been required of each school site, but schools and districts have had difficulty in developing and maintaining them. This session focuses on data gathering and analysis to make the CSSP meaningful and usable.

Location: 306 Time: Saturday, 1:45 p.m. - 4:00 p.m.

Title: Construction Project Bidding Alternatives to Expedite the Process: Part I & Part II

Session # PUR13 & PUR14

Presider Lisa Konarski, Prevention Services Manager, Schools Insurance Authority Speakers Jennifer McCain, Loss Control Specialist, Elk Grove USD

Marlon Robbins, Risk Manager, Elk Grove USD

What procedures should you follow in construction bidding, and what pitfalls should you be aware of? This workshop will also show how to determine whether a project has to be formally bid. Maybe an alternative bidding method could be used such as uniform cost accounting, energy conservation, emergency projects, lease-leaseback or design build.

Technology

Presider Peggy Edwards, Purchasing Manager, San Luis Obispo COE Speakers Devon Lincoln, Attorney, Lozano Smith

Megan Macy, Attorney, Lozano Smith

Location: Time: Title:

318 Saturday, 1:45 p.m. - 2:45 p.m.

From CSIS to CALPADS Session # TEC13

The California Longitudinal Pupil Achievement Data System (CALPADS) is a CDE-mandated program to track the achievement of student performance in a database system for all students enrolled in California schools. Many schools are at the beginning stages of implementing this program and are moving from CSIS (California Student Information System) to CALPADS. This workshop will include discussion of CSIS and CALPADS and how this system will impact the collection and management of student data within LEAs. Speaker Greg Blount, Director, IT & Support Services, Merced City SD

April 16-19, 2010 Sacramento, CA 39

Saturday Conference Sessions Transportation

Child Nutrition

Technology in today’s business environment is changing with lightning speed. Advances in industrial planning tools and management systems have evolved over the past 20 years, enabling managers and supervisors to make better informed, cost-effective decisions. The school bus industry is no exception. This session will explore the tools available, their practical uses and potential benefits.

Two Castro Valley High School students have developed and produced a film which shows food programs in action at various high schools in California. Attendees will have the opportunity to form strategies for improvement in their programs by viewing the results of this documentary. The overall goal of this project is to improve food offerings available to high school students.

Presider Dave Randall, Director of Transportation, Montebello USD Speakers John Biggie, Director of Transportation, Palm Springs USD

Pam McDonald, Director of Transportation, Orange USD

Presider Nadene Haynes, Director, Nutrition Services, Yuba City USD Speaker Anthony Aguiar, Student, Senior, Castro Valley High School

Chester Wehe IV, Castro Valley High School Alum 2009, Academy of Art University, San Francisco

Location: 305 Time: Saturday, 1:45 p.m. - 4:00 p.m.

Title: Applying Current Technology: Part I & Part II

Session # TRN13 & TRN14

Accounting Location: Time: Title:

308 Saturday, 3:00 p.m. - 4:00 p.m.

Cash Flow Session # ACT14

Does anybody have any cash left?

Speaker Ann Hern, Director, Management Consulting Services, School Services of California

Chief Business Officials Location: Time: Title:

315 Saturday, 3:00 p.m. - 4:00 p.m.

Pure Politics Session # CBO14

Provides a look at the politics shaping issues that impact public education. This session will examine the latest political developments at the state Capitol, and provide insights on what is ahead for the coming year.

Presider Baldev Johal, Deputy Superintendent, Yuba City USD Speakers Kevin Gordon, President, School Innovations & Advocacy, Inc.

Dan Walters, Political Consultant, The Sacramento Bee

Location: 314 Time: Saturday, 3:00 p.m. - 4:00 p.m.

Title: Increasing Participation in High Schools from the Students Viewpoint

Session # CN14

Facilities

Location: 312 Time: Saturday, 3:00 p.m. - 5:15 p.m.

Title: Accounting for Construction Projects: Part I & Part II

Session # FAC14 & FAC15 Facilities projects are high-dollar and high-visibility.

This workshop covers the critical components of funding, coding, project and program level budgets, monitoring expenditures and passing the audit.

Presider Michael Christensen, Assistant Superintendent, Administrative Services, Orange USD Speaker Lettie Boggs, CEO, Colbi Technologies, Inc.

Human Resources

Location: 311 Time: Saturday, 3:00 p.m. - 5:15 p.m.

Title: Managing Employee Leave Rights in Tumultuous Times: Part I & Part II

Session # HR14 & HR15 Charting the course for employee leave rights and learning how to navigate between federal and state employee laws can help your district avoid litigation.

This session will focus on the integration of leave benefits and help ensure that an adverse impact will not hurt your organization.

Presider Christine Gerbasi, Vice President, Keenan & Associates Speakers Amy Menkes Stoody, Attorney, Stoody, Mills, Lansford & Doyle

John Stephens, Senior Vice President, Keenan & Associates

40 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions Maintenance and Operations Location: Time: Title:

310 Saturday, 3:00 p.m. - 4:00 p.m.

Building Operator Certificate Program Session # MO14

First-class training on all aspects of building management, with a focus on managing and maintaining more energy-efficient buildings.

Presider Tom Rayburn, Manager, M & O Technology, Capistrano USD Speaker Chris Hall

Payroll

Location: 313 Time: Saturday, 3:00 p.m. - 4:00 p.m.

Title: 10 Things a CBO Must Know About Payroll

Session # PAY14 This session is for CBOs and payroll staff and is an opportunity to learn how to avoid costly payroll errors and stay in compliance with federal and state laws.

Presider Pam Fowler, Manager, Payroll Services, Sacramento COE Speakers Rosie Aguilar, Support Services Specialist, Orange County DOE

Monica Marin, Payroll Operations Supervisor, Orange County DOE

Risk Management Location: Time: Title:

309 Saturday, 3:00 p.m. - 4:00 p.m.

Safety Training - Simple and Effective Session # RISK14

A safety training solution will be presented that is designed to address the challenges we face in creating, scheduling, administering and tracking it all. Also discussed will be how and where to keep training records, and how to lower associated training costs.

Presider Vern Sanborn, Safety Manager, Santa Barbara COE SIPE Speaker Garth Maijala, Coordinator of Safety and Industrial Hygiene, SLO-SIPE

Technology

Location: 318 Time: Saturday, 3:00 p.m. - 4:00 p.m.

Title: Bare-Metal Backup/Restore: Answers to Disaster Recovery Uncertainties

Session # TEC14 Leaders in information technology have been searching for the tools to help disaster recovery and business continuity. Bare-Metal Backup/Restore is a technique in the field of data recovery and restoration where the backed up data is available in a form which allows one to restore a computer system from “bare metal,� i.e., without requirements as to previously installed software or operating system, and independent of hardware platform. Bare-Metal Backup/Restore is an important tool in educational and business disaster recovery and business continuity decision making.

Speaker Ricardo Enz, Director, Information Technology, Santa Ana USD

Vince Nguyen, Sr. System Engineer / ACE Acronis Certified Engineer, E.A.P. Tech, Inc.

Accounting Location: Time: Title:

308 Saturday, 4:15 p.m. - 5:15 p.m.

Understanding the Audit Report Session # ACT15

A guide on how to read and speak about the audit report to your superintendent and your school board.

Speaker Bill Williams, Auditor, Vavrinek, Trine & Day

Chief Business Officials

Location: 315 Time: Saturday, 4:15 p.m. - 5:15 p.m.

Title: Turning Ground into Gold: The Myth or Reality of School Closure & Site Dispositions

Session # CBO15 In difficult times, many districts evaluate school closure, site sale or lease, and other options to supplement shrinking budgets. This session will address the legal and political ramifications of school closure and site disposition in comparison to potential savings. A checklist for future reference will also be provided.

Presider Pearl Iizuka, Deputy Superintendent, Business Services, Palos Verdes Peninsula USD Speakers Lisa Allred, Partner, Atkinson. Andelson.

Loya. Ruud & Romo

Clarissa Canady, Attorney, Dannis Woliver Kelley (formerly Miller Brown & Dannis)

Marilyn Cleveland, Attorney, Dannis Woliver Kelley (formerly Miller Brown & Dannis)

April 16-19, 2010 Sacramento, CA 41

Saturday Conference Sessions Child Nutrition Location: Time: Title:

314 Saturday, 4:15 p.m. - 5:15 p.m.

Customer Service at a New Level Session # CN15

Oakland USD will make a presentation on employee performance management and how it enhances student performance. Attendees will be able to develop a system that will improve employee performance with careful monitoring. This employee performance management system creates positive public relations with employees, parents and community members.

Purchasing Location: Time: Title:

306 Saturday, 4:15 p.m. - 5:15 p.m.

Purchasing Best Practices Session # PUR15

In tough times, school district employees sometimes forget that their purchasing department is there to help. This workshop will show ways to get the word out. Purchasing can be a district’s best resource.

Presider Gale Hartzell, Director, Food Services, Empire USD Speaker Barbara Lee, Director, Nutrition Services, Livermore Valley Joint USD

Presider Mary Jane Andersen, Purchasing/ Contracts, Program Manager, San Bernardino CSS Speakers Mary Jane Andersen, Purchasing/ Contracts, Program Manager, San Bernardino CSS

Carolyn Burleson, Purchasing/Contracts, Supervisor, San Bernardino CSS

Maintenance and Operations

Risk Management

Location: Time: Title:

310 Saturday, 4:15 p.m. - 5:15 p.m.

CHPS Operations Report Card Session # MO15

Want to improve energy efficiency, indoor air quality, acoustics, thermal comfort, lighting and M&O practices for newer and older buildings? Attend this session and find out how.

Presider Steve Plaxco, Director of Maintenance, Yuba City USD Speaker Nick Semon, Technical Programs Coordinator, The Collaborative for High Performance Schools (CHPS)

Payroll

Location: 313 Time: Saturday, 4:15 p.m. - 5:15 p.m.

Title: How Independent is Your Independent Contractor?

Session # PAY15 This workshop will help participants determine how to decide if the person you hire is an independent contractor or an employee. The laws are complicated and penalties are enforced if non-compliance is found.

Location: 309 Time: Saturday, 4:15 p.m. - 5:15 p.m.

Title: Ergonomics & Lifting Aids for Special Education

Session # RISK15 Many staff providing educational and support activities for special needs students injure themselves by lifting students. The growing size of the special needs population in our schools has resulted in many work-related injuries. This program will concentrate on effective ergonomics to ensure that daily physical and physiological activities don’t exceed caregiver capabilities. This workshop will present and demonstrate safe techniques to be used by staff in providing care, assistance and educational activities to special needs children. Devices to handle and transfer students will also be demonstrated.

Presider Doug Carson, Loss Control Specialist, Tuolumne JPA Speakers Doug Carson, Loss Control Specialist, Tuolumne JPA

Terri Prichard, Risk Manager, Merced County Schools Insurance Group

Presider Teri Adkins, CPP, Payroll Compliance Manager, Orange County DOE Speaker Sondra Dougherty, Director, Orange County DOE

42 2010 CASBO Annual Conference & California School Business Expo

Saturday Conference Sessions California School Business Expo California School Business Expo Grand Opening Saturday, April 17 5:30 p.m. - 7:30 p.m.

Expo Opening Celebration 5:15 p.m.

Sacramento Convention Center Exhibit Halls A & B • Visit more than 150 exhibits.

• Meet suppliers and service providers.

• Find solutions to district problems.

• Discover new technology and products.

• Each booth has educational information.

• Win prizes!

• Enjoy food and drink!

Explore and Enjoy Sacramento Saturday, April 17

7:30 p.m.

Sacramento is filled with fun and surprises! When you are looking for old world charm, new world spirit and a vibrant state capital—Sacramento is the place to be.

California’s capital is often referred to as the “city of trees,” elms, sycamores and ash offer beauty and shade to the downtown streets. Restaurants and entertainment venues are surrounding the convention center and our host hotels. From dinner theatres, movies, casual and gourmet restaurants, there are fun options available when attending the CASBO Conference.

Your conference bag contains information about the “Show Your Badge” discounts being offered to CASBO guests during the conference at downtown restaurants.

Take a moment to review the information and save money! There is also a Discover Sacramento booth located near the Starbucks in the lobby of the Convention Center. Maps and information to local attractions including Old Sacramento, the California State Capitol, Crocker Art Museum, California State Historical Railroad Museum and other local attractions are available.

April 16-19, 2010 Sacramento, CA 43

Sunday Conference Sessions Second General Session Sunday, April 18 8:30 a.m. - 10:00 a.m.

Sacramento Convention Center Exhibit Halls C, D & E Call to Order & Welcome

Sharon Ketcherside, CASBO President Inspiration

Brian Lewis, CAE, CASBO Executive Director Introduction of Honored Guests Bruce Jenner Perhaps best known as the Olympic athlete who broke the world record by scoring 8,634 points in the decathlon at the 1976 Olympic Games in Montreal, Bruce Jenner is also a sports commentator, reality television show star, commercial spokesman, actor, producer and author.

After earning the title of “World’s Greatest Athlete” with a win in the decathlon, Jenner went on to cover sports for NBC, ABC and Fox, and to host his own health show. He is also a supporter of numerous charitable causes, and was appointed the athletic boxing commissioner for the state of California by Gov. Schwarzenegger.

As a motivational speaker, Jenner uses his wide variety of experiences to show listeners how to find the champion he believes lives within each of us.

Jenner is the father of 10 children, and along with wife, Kris, can currently be seen on the E! Network’s popular show “Keeping Up with the Kardashians,” which documents the daily lives of the Kardashian-Jenner family.

When not working, Jenner enjoys flying planes, racing cars in Grand Prix events and playing golf.

Renee Hendrick, CASBO President-Elect Presentation of Election Results

Pearl Iizuka, Elections Committee Chair Drum Café Keynote speaker

Bruce Jenner The Drum Café is a unique, hands-on approach to team building, learning and motivation that uses interactive drumming to draw parallels between what it takes to make music and what it takes to work with others in an organization.

Started in Johannesburg, South Africa, in 1966, Drum Café has made several evolutions - from a live restaurant performance to a corporate entertainment event which then became a Broadway show and evolved into a team-building exercise.

The Drum Café interactive event is designed to break down barriers within organizations and develop unity in the workplace, all through a common experience with drumming. Participants literally experience first-hand the power of communication, harmony, synergy and team building through interactive drumming. The effect of drumming together is a synchronization of energy, unity, common vision and purpose.

A musical background is not required to participate, as the universal language of music transcends the barriers, traditional or otherwise, that tend to come between us professionally as well as personally, the group finds.

The Drum Café has performed at nearly 5,000 events in 19 countries over the past 10 years.

44 2010 CASBO Annual Conference & California School Business Expo

Sunday Conference Sessions Accounting Location: Time: Title:

308 Sunday, 10:15 a.m. - 11:15 a.m.

Bond Performance Audit Requirements Session # ACT20

Bond performance audits run the spectrum from Agreed-Upon Procedures engagements to Performance Audits in accordance with Government Auditing Standards. What are the service provider qualifications and which standard is most effective.

This session looks at options available for Proposition 39 bond performance audits and the statutory requirements.

Presider David Becker, Partner, Perry-Smith LLP Speakers David Becker, Partner, Perry-Smith LLP

Matt Nethaway, Partner, Perry-Smith LLP

Steve Wescoatt, Partner, Perry-Smith LLP

Chief Business Officials Location: Time: Title:

315 Sunday, 10:15 a.m. - 11:15 a.m.

Hot State and Federal Legislative Topics Session # CBO20

This session features a discussion of key state and federal legislative issues impacting education. The workshop will include an overview of the CASBO Legislative Committee process for input, analysis and adoption of CASBO positions and priorities on pending and key legislative issues that affect the education community.

Presider Gary Pickavet, Assistant Superintendent, Administrative Services, Santa Barbara COE Speaker Adonai Mack, Legislative Advocate, ACSA

Dennis Meyers, Assistant Executive Director, Advocacy & Policy, CASBO

Child Nutrition

Location: 314 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Purchasing Basics for Child Nutrition Programs

Session # CN20 An informative session on the state and federal guidelines on purchasing practices for child nutrition. This session provides a well-rounded overview of regulations and education code to help directors understand the need to follow proper purchasing guidelines and ethics. With rising costs of food and dwindling meal reimbursements, it is important that our bids provide an accurate pricing forecast to ensure financial stability throughout the year.

Presider Pamela Lambert, Director, Child Nutrition, Escondido UHSD Speaker Robert Quanstrom, Director, Nutrition Services, Val Verde USD

Facilities

Location: 312 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Dollars from DC - How to Get Your Fair Share

Session # FAC20 The American Recovery and Reinvestment Act of 2009 provides funding opportunities for new construction and modernization of schools. Find out how the funds are accessed and how your district can benefit.

Presider Peggy Reyes, Director, Facilities Services, Desert Sands USD Speaker Roderick Carter, Managing Director, RBC Capital Markets

Financial Services

Location: 307 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Micro-Economics: How the Local Economy Affects Specific Local District Revenues

Session # FIN20 Most school business officials follow the state budget with great interest, and there is a general understanding of how the economy affects state revenues and, in turn, the state budget for public education. This workshop will focus on how the economy affects local school district revenue sources such as developer fees, parcel taxes, general obligation bonds and redevelopment.

Presider Sonia Lasyone, CBO, Robla USD Speakers Sheryl Bailey, Business Manager, Colusa USD

Patty Paulsen, Managing Director, Program Administration, California Financial Services

Lori Raineri, President, Government Financial Strategies

Human Resources

Location: 311 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Wage & Hour Basics for School Employers

Session # HR20 Many districts are not aware of the multitude of rules and regulations that must be followed for employee wage and hour laws. This workshop will cover a detailed review of wage and hour laws affecting school employees, and will help you identify the major pitfalls of wage and hour law compliance.

Speaker Anthony DeMarco, Partner, Atkinson, Andelson, Loya, Rudd & Romo

April 16-19, 2010 Sacramento, CA 45

Sunday Conference Sessions Maintenance and Operations Location: Time: Title:

310 Sunday, 10:15 a.m. - 11:15 a.m.

Team Cleaning - Doing More With Less Session # MO20

Improve the quality of cleaning and save as much as 33 percent on custodial costs - forever. Sounds good now and when budgets start improving!

Presider Mike Zureich, M & J Consulting Speaker Mike Zureich, M & J Consulting

Joel Zureich, M&J Consulting

Payroll

Location: 313 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Wage and Hour Basics For School Employers

Session # PAY20 This session will provide attendees with an understanding of wage and hour laws affecting school districts.

Speaker Anthony De Marco, Partner, Atkinson, Andelson, Loya, Rudd & Romo

Purchasing

Location: 306 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Seating for Students - Move More, Learn More!

Session # PUR20 Students that are required to sit still on a rigid chair become bored, unfocused and may display behavioral problems in the classroom. This interactive workshop shows how moving can help keep students attention. The workshop originated from “Schools in Motion” at Frankfurt and Karlsruhe universities in Germany.

Presider Phil Ethridge, Purchasing Manager, Victor Valley UHSD Speakers Phil Dieter-Breitheeker, M.A., Sports & Motion Specialist, V.S. America Inc.

Darin Shoemaker, NA, School Space Solutions

Retirees Location: Time: Title:

302 Sunday, 10:15 a.m. - 11:15 a.m.

Protect Yourself from Identity Theft Session # RET20

Identity theft is a serious problem nationwide. Since the 1990s there has been a sharp increase in crooks that steal people’s personal information and assume their identity to charge huge credit card bills, telephone bills, buy cars and obtain loans. Learn how to protect yourself from this crime.

Presider Nola Houle, Retiree, Eastern Section Chair Speaker Detective Clarissa Wilson, Sacramento Police Department

Risk Management Location: Time: Title:

309 Sunday, 10:15 a.m. - 11:15 a.m.

MRSA in Public Schools Session # RISK20

This session will cover the many issues related to Methicillin Resistant Staphylococcus Aureous (MRSA) in public schools. Discussion will include the history of the illness, case studies and news items, legislation and local measures, utilizing hygiene practices to combat MRSA, disinfection and the top 10 tips to prevent MRSA. Time for Q&A is also allotted.

Presider Aida Santillana, Manager of Member Services, SCCSIG Speaker Art Pedroza, ESM Solutions, Inc.

Technology

Location: 318 Time: Sunday, 10:15 a.m. - 11:15 a.m.

Title: Business Intelligence Tools to Help Answer Questions

Session # TEC20 Leaders in Information Technology have been searching for the tools to help us answer the “why” or “how can we” questions of our data. Business Intelligence Tools applications provide historical, current and predictive views of educational and business operations. Common functions of Business Intelligence applications are reporting, OLAP, analytics, data mining, business performance management, benchmarks, text mining and predictive analytics. Business Intelligence often aims to support better educational and business decision making.

Speaker Ricardo Enz, Director IT, Santa Ana USD

Mobashir Mohammad, Assistant Director, Information Technology Center, Santa Ana Unified School District

46 2010 CASBO Annual Conference & California School Business Expo

Sunday Conference Sessions Transportation

Location: 305 Time: Sunday, 10:15 a.m. - 2:00 p.m.

Title: Are You in Compliance with the ARB’s New Fleet Emissions Rule? Part I & Part II

Session # TRN20 & TRN21 This program will discuss the requirements for school districts under the new Air Resources Board’s Fleet Rule, adopted in December 2008.

Presider John Biggie, Director of Transportation, Palm Springs USD Speaker Keely King, Emissions Territory Manager, A-Z Bus Sales

Accounting Location: Time: Title:

308 Sunday, 1:00 p.m. - 2:00 p.m.

Fraud and the Economy Session # ACT21

During this session, speakers will describe how the current economic times have impacted the occurrence of fraud in the workplace.

Presider David Marta, Partner, James Marta & Company Speaker James Marta, Principal, James Marta & Company

Child Nutrition

Location: 314 Time: Sunday, 1:00 p.m. - 2:00 p.m.

Title: Demystifying Competitive Foods and Nutrition Standards

Session # CN21 The Department of Education will provide an update on the latest clarifications to help attendees understand and implement regulations on Competitive Foods and Nutrition Standards. It is crucial for program administrators to have tools to help them answer district questions, participate effectively on their wellness committee and implement the rules in their meal programs and a la carte sales.

Presider Linda Mattson, Registered Dietitian, San Juan USD Speakers Brenda Padilla, Assistant Director, CDE Nutrition Services Division

Facilities

Location: 312 Time: Sunday, 1:00 p.m. - 2:00 p.m.

Title: Boundary Adjustments - It s Not Just a Geographic Change

Session # FAC21 Districts tackle many challenges concurrently such as declining enrollment, budget reductions, facility needs, and educational program changes. If you are considering boundary adjustments in response to these changes, you need to know how decisionmakers ensure that a seamless ongoing education is achieved without negatively impacting other areas of a district. You will hear from districts as to how they managed this difficult task and still met educational objectives.

Presider Carri Matsumoto, Executive Director, Facilities, Long Beach USD Speakers Tony Ferruzo, DecisionInsite, LLC

Dean Waldfogel, Vice President, DecisionInsite, LLC

Financial Services

Location: 307 Time: Sunday, 1:00 p.m. - 2:00 p.m.

Title: Whichever Way the Ball Bounces, It Ends Up in the Budget!

Session # FIN21 No matter whether the balls being juggled are in the areas of layoffs, position control, categorical flexibility, API scores, staffing, facilities or transportation, the end result of any decision will affect the budget. It takes teamwork and communication to end up with a useful and accurate budget document. Come hear ideas on how to pull together these daily interactions and be the “good guy” in balancing all of the balls, and the budget. The focus this year will be on “flexibility” and “sweeping” to further district goals.

Presider Anita Schwab, Director of Financial Services, Natomas USD Speakers Maria Crocker, Internal Business Coordinator, Sutter CSS

Julienne DeGeyter, CBO, West Sacramento Early College Prep Charter

Terri Ryland, Consultant, TRR School Business Consulting

Karen Wiker, Auditor Analyst, Internal Auditing, Sacramento City USD

April 16-19, 2010 Sacramento, CA 47

Sunday Conference Sessions Human Resources

Purchasing

Back once more by popular demand, Tony DeMarco, attorney, Atkinson, Andelson, Loya, Ruud & Romo, will host a two-hour presentation that takes an in-depth look at selected education code sections. Tony’s wit and humor charm his audiences, and everybody leaves with a better understanding of the education code.

School districts see a broad range of contracts, from equipment purchases and software agreements to educational consultants. This workshop will focus on reviewing contracts for a number of business transactions, what provisions to avoid and what critical terms to include.

Location: 313 Time: Sunday, 1:00 p.m. - 3:15 p.m.

Title: What Does the Education Code Really Say?: Part I & Part II

Session # HR21 & HR22

Speaker Anthony DeMarco, Partner, Atkinson, Andelson, Loya, Ruud & Romo

Maintenance and Operations Location: Time: Title:

310 Sunday, 1:00 p.m. - 2:00 p.m.

Green Cleaning Session # MO21

Learn how to reduce workers compensation claims from custodial staff while providing a safer and healthier environment for kids. A contemporary look at Green Cleaning.

Presider Chris Hall, Division Administrator, M&O and Transportation, Kern CSS Speaker Rob McCombs, M & O Manager, Kern CSS

Payroll

Location: 313 Time: Sunday, 1:00 p.m. - 3:15 p.m.

Title: What Does the Education Code Really Say? Part I & Part II

Session # PAY21 & PAY22 A two-hour presentation that takes an in-depth look at selected education code sections related to personnel and payroll issues.

Speaker Anthony De Marco, Partner, Atkinson, Andelson, Loya, Rudd & Roma

Location: 306 Time: Sunday, 1:00 p.m. - 3:15 p.m.

Title: Sign On the Dotted Line Negotiating the Best Contract for Your District: Part I & Part II

Session # PUR21 & PUR22

Presider Nathaniel Holt, Director of Purchasing, Pomona USD Speakers Leeann Errotabere, Director of Purchasing, Clovis USD

Deborah Harris, Purchasing Manager, Los Angeles COE

Michael Johnston, Assistant Superintendent, Business Services, Clovis USD

Ruth Mendyk, Attorney, Lozano Smith

Risk Management

Location: 309 Time: Sunday, 1:00 p.m. - 2:00 p.m.

Title: FIT- Facility Inspection Tool & Integrated Safety Inspections

Session # RISK21 New legislation that impacts school districts often results in additional responsibility and program complexity. Such was the case after AB 607 and the Williams Settlement were enacted and districts were required to conduct annual facility inspections and report their findings in the School Accountability Report Cards (SARC). Using robust software products, districts are now able turn what was once seen as a daunting annual task into an opportunity to gather information and generate accessible, actionable data. Various software options to complete these annual facility inspections will be explored, showing techniques available to incorporate the FIT with your regularly scheduled safety inspections.

Speaker Terri Prichard, Risk Manager, Merced Schools Insurance Group

48 2010 CASBO Annual Conference & California School Business Expo

Sunday Conference Sessions Technology Location: Time: Title:

318 Sunday, 1:00 p.m. - 2:00 p.m.

CASBO and Web 2.0 Session # TEC21

A set of technologies named Web 2.0 are transforming the internet. Sites such as YouTube, Myspace, Facebook, LinkedIn plus RSS feeds, blogs and wikis attract hundreds of millions of people. These outlets allow individuals to establish a new, online presence to interact with other members of their online community. Using secure social networking sites for our business education community to interact and learn has great promise, yet the transformation of government by Web 2.0 is just beginning. This presentation explores just how this transformation might occur in the area of business education.

Child Nutrition Location: Time: Title:

314 Sunday, 2:15 p.m. - 4:30 p.m.

Let s Talk About Solutions: Part I & Part II Session # CN22 & CN23

Poor communication creates misunderstandings in the complex operation of child nutrition programs.

Looking at issues from the district perspective and assuring the program requirements are followed will strengthen district nutrition programs. This session will also cover strategies and options available to districts to reduce encroachment on the general fund.

Presider Joe Jenkins, Chief Technology Officer, Folsom Cordova USD Speaker Pam Oien, Education Technology Lead Teacher, Folsom Cordova USD

Presider Barbara Lee, Director, Nutrition Services, Livermore Valley Joint USD Speakers Baldev Johal, Deputy Superintendent, Yuba City USD

Dr. Gary Matsumoto, Chief Business Officer, Hacienda La Puente USD

Kevin Smith, Assistant Superintendent, Administrative Services, Hawthorne SD

Accounting

Facilities

Location: Time: Title:

308 Sunday, 2:15 p.m. - 3:15 p.m.

Keeping Up with State Compliance Session # ACT22

This session provides updates on the latest changes to the state compliance audit guide which is issued on an annual basis. Also covered will be solutions to common problems encountered by districts.

Speakers David Becker, Partner, Perry-Smith LLP

Jeff Jensen, Senior Vice President, Perry-Smith LLP

Matthew Nethaway, Partner, PerrySmith LLP

Chief Business Officials Location: Time: Title:

315 Sunday, 2:15 p.m. - 3:15 p.m.

FCMAT Update Session # CBO22

Joel Montero, CEO of the state Fiscal Crisis & Management Assistance Team, will lead this session that will focus on school solvency, and a discussion on “how to stay out of trouble.”

Presider Rollin Edmunds, Director II, Riverside COE Speaker Joel Montero, Chief Executive Officer, Fiscal Crisis and Management Assistance Team (FCMAT)

Location: 312 Time: Sunday, 2:15 p.m. - 3:15 p.m.

Title: Pawn Your Palace – Turning Your Facilities into Ca$h

Session # FAC22 As funding dries up, facility leases and sales provide possible General Fund revenue. Find out about options for uses of funds, school closure alternatives and asset management trends.

Presider John Palmer, Consultant, School Site Solutions Speaker Andreas Chialtas, Attorney at Law, AALRR

Financial Services Location: Time: Title:

307 Sunday, 2:15 p.m. - 3:15 p.m.

Hot Topics in School Finance Session # FIN22

School Services of California, Inc. staff will be discussing the 2010-11 governor’s budget proposals for education.

Presider Paula Driscoll, Executive Director, Ventura COE Speakers Ron Bennett, President and CEO, School Services of California, Inc.

John Gray, Vice President, School Services of California, Inc.

Janelle Kubinec, Associate Vice President, School Services of California, Inc.

Robert Miyashiro, Vice President, School Services of California, Inc.

50 2010 CASBO Annual Conference & California School Business Expo

Sunday Conference Sessions Maintenance and Operations Location: Time: Title:

310 Sunday, 2:15 p.m. - 3:15 p.m.

Grid-Neutral Schools Session # MO22

Learn how to aggressively reduce energy usage on your next state building project. Learn what gridneutral really means and how state agencies may be able to accomplish this goal.

Presider Chris Hall, Division Administrator, Maintenance, Operations & Transportation, Kern CSS Speaker Elliot Jaramillo, 3rd Rock Systems & Technologies, Inc.

Retirees Location: Time: Title:

302 Sunday, 2:15 p.m. - 3:15 p.m.

Medicare Parts A, B, and D Session # RET22

This will be an inclusive update of all Medicare information. This session will provide all CASBO members, whether they have retired, are planning on retiring or are currently working, with information on how they will be affected by Medicare.

Presider Christine Wallace, Retiree Speaker Terri Ezaki, Managing Director Employee Benefits, VRT Insurance Services, Inc.

Risk Management Location: Time: Title:

309 Sunday, 2:15 p.m. - 3:15 p.m.

The Resilient Educator Session # RISK22

The Resilient Educator® is a powerful, relevant training program that helps educators boost performance, improve school relationships and strengthen resiliency. HeartMath, the program creator, carries out pioneering research in emotional physiology, heart-brain interactions and the physiology of learning and performance. Practical tools for teacher retention will be presented.

Presider Lisa Konarski, Prevention Services Manager, Schools Insurance Authority Speaker Michele Mariscal, Prevention Specialist, Schools Insurance Authority

Technology

Location: 318 Time: Sunday, 2:15 p.m. - 4:30 p.m.

Title: Technology Legal Issues 101 - School Districts in the Electronic Age: Part I & Part II

Session # TEC22 & TEC23 This is session one of a two-part series that will focus on technology legal issues facing school districts. The first session will cover a range of complicated legal issues facing school districts when it comes to managing technology: meeting a district’s obligations to retain electronic documents, protecting the security of data, maintaining a district Web site, and other day-to-day scenarios. The focus will be on understanding a school district’s legal obligations and choosing practical solutions that comply with those obligations. We will also discuss recently passed laws and what is on the horizon.

Speaker Aaron Barnett, Director, Information Systems, Moreno Valley USD

Transportation Location: Time: Title:

305 Sunday, 2:15 p.m. - 3:15 p.m.

Greening Your Fleet Session # TRN22

This presentation for pupil transportation professionals will provide guidance about Green School Bus fleet technology and how to implement it.

Presider Corrin Reynolds, Transportation Supervisor, San Jose USD Speakers Veronica Lanto, Director of Maintenance & Auxiliary Services, Franklin-McKinley SD

Benjamin Lee, Coordinator of Student Transportation Services, Oak Grove SD

Diane Leech, Transportation Manager, Cupertino USD

Marty Middleton, Territory Sales Manager, A-Z Bus Sales, Inc

Bill Noftz, Transportation Manager, Santa Clara USD

Accounting

Location: 308 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: S.T.R.E.S.S. – Let’s Find Our Centers Together

Session # ACT23 Stressed? Bad budget years got ‘ya down? Come laugh with us! Take the PSP - Personal Stress Profile and learn what things in your environment, family life and work life can cause your stress.

Presider Herb Calderon, Assistant Superintendent, Business Services, Victor Valley UHSD Speakers Jennie Barnes, Business Services Specialist, Orange County DOE

Rhonda Hensley, Director Fiscal Services, Temecula Valley USD April 16-19, 2010 Sacramento, CA 51

Sunday Conference Sessions Chief Business Officials Location: Time: Title:

315 Sunday, 3:30 p.m. - 4:30 p.m.

Communicating in Style Session # CBO23

Human Resources Location: Time: Title:

311 Sunday, 3:30 p.m. - 4:30 p.m.

The Race to Retirement Session # HR23

What does your communication style say about you?

Did you know that heredity has a greater influence on your personality, communication style and behavior than your upbringing or social pressures? During this fun yet informative session, you will explore and examine your communication and leadership style.

You will also learn tips to understand the styles of those around you, giving you the upper hand in working positively, effectively and productively with any type of co-worker.

There are two questions that every retiring employee needs to consider: How much will I need? How much will I get? Identifying your retirement needs, managing retirement risks and implementing protective strategies can help you maximize your monthly CalPERS/CalSTRS retirement benefits. Find out how at this informative session.

Presider Kamran Azimzadeh, Deputy Superintendent, Lakeside USD Speaker Julie Barrett, Vice President, Heery International

Legislative

Facilities

Location: 312 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: Utilization of School District Property: Best Practices and Important Considerations

Session # FAC23 This session will provide an overview of practical questions to consider before using or disposing of school district property. Topics will include addressing expectations of the board, staff and community; maximizing revenue; determining and communicating district goals and selecting the best method of using or disposing of a site.

Presider John Palmer, Consultant, School Site Solutions, Inc. Speakers Andreas Chialtas, Partner, Atkinson, Andelson, Loya, Ruud & Romo

Lindsay Thorson, Attorney, Atkinson, Andelson, Loya, Ruud & Romo

Financial Services

Location: 307 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: Managing and Monitoring Revenues from Redevelopment

Session # FIN23 Discussion of recent legislation and impact on school districts for failure to collect and report AB 1290 payments from redevelopment agencies; need for school districts to work together to protect AB 1290 entitlements statewide; opportunity for school districts to participate in redevelopment projects locally; and common miscalculations in AB 1290.

Speaker Jeanne Bente, Chartered Retirement Planning Counselor, Zuk Financial Group

Location: 305 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: Does Every Vote Count? The California Voting Rights Act & School District Elections

Session # LEG23 Lawsuits against school districts appear to be gaining ground as special interest groups target the at-large election systems used by many local government agencies to elect governing board members. These groups charge that at-large elections dilute the power of the minority vote, and that district-based elections will enhance the rights of minorities to elect the candidates they choose. This session explores the status of recent cases and their implications for district leaders.

Speakers Thomas E. Gauthier, Shareholder, Lozano Smith

Ruth E. Mendyk, Shareholder, Lozano Smith

Maintenance and Operations Location: Time: Title:

310 Sunday, 3:30 p.m. - 4:30 p.m.

Energy Management Session # MO23

It’s not all about equipment efficiency any more. Find out how to save as much as 20 percent from your current utility bills without capital outlay to make it happen.

Speaker Jake Garcia, L&H Airco

Speaker Dante Gumucio, Consultant, Public Economics, Inc.

52 2010 CASBO Annual Conference & California School Business Expo

Sunday Conference Sessions Payroll Location: Time: Title:

313 Sunday, 3:30 p.m. - 4:30 p.m.

Payroll Round Table Session # PAY23

This workshop will discuss payroll problems and issues, and try to resolve them.

Presider Jamie Dial, Director of Business Services, Kings COE Speakers Jamie Dial, Director of Business Services, Kings COE

Vicki Lacey, Payroll Supervisor, Sanger USD

Purchasing

Location: 306 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: Effective Negotiation of Solar Power Agreements (PPAs)

Session # PUR23 More and more schools are pursuing PPAs as a means of hedging against the rising costs associated with traditional “brown power.” Learn the top 10 mistakes school districts make in entering into such arrangements and learn what every school district should know before embarking on such a venture.

This presentation will also address public works, prevailing wage, CEQA and related issues that may potentially be implicated by such arrangements.

Speaker David Soldani, Attorney, Atkinson, Andelson, Loya, Ruud & Romo

Risk Management

Location: 309 Time: Sunday, 3:30 p.m. - 4:30 p.m.

Title: Playground Safety – What’s New in the 2008 Revised CPSC Guidelines

Session # RISK23

Hospitalities, Gala Casino & Cabaret Night Associate Member Hospitalities Sunday, April 18 5:00 p.m. - 7:00 p.m.

Enjoy an evening of hospitality, thanks to the generosity of CASBO Associate Members.

Hospitality Suites will be located in the Hyatt Hotel adjacent to the Convention Center. Consult the flyer in your registration materials for room locations.

We extend our thanks to participating companies. The Annual Conference Committee asks CASBO members to observe the following hospitality guidelines: • Meet a company representative from each hospitality.

• Offer a thank you to company representatives for their generosity in sponsoring the hospitality event.

• Enjoy all hospitalities in moderation.

• Do not drink and drive. Use a taxi service or designated crossings, if walking.

Gala Casino & Cabaret

Each year, more than 200,000 children visit hospital emergency rooms because of playground injuries and approximately 15 children die each year. Many playground injuries can be prevented by proper design and maintenance. A great playground plan helps a district provide maximum play value and safety for students, while limiting risks and maintenance costs. The newly revised U.S. Consumer Product Safety Commission (CPSC) guidelines will be presented as they relate to this topic.

Sunday, April 18 9:00 p.m. - 1:00 a.m.

Casino style games & dancing!

Sheraton Hotel, Ballroom

Presider John Preston, Director of Risk Management, Murrieta Valley USD Speaker Terri Prichard, Risk Manager, Merced County Schools Insurance Group

Dance the evening away to entertainment provided by Show Masters!

Redeem your free coupon for chips and the chance to win prizes.

April 16-19, 2010 Sacramento, CA 53

Monday Conference Sessions Child Nutrition

Technology

The Child Nutrition Committee is very active with California and Federal legislation. This session will give participants up-to-date information on current legislation. The session will also offer a toolkit for school nutrition directors to increase participation in the program through communication with school principals.

There are many ways to reduce costs—the easiest, reducing or eliminating spending, is usually not the best when it comes to technology. Reducing maintenance contracts, buying fewer or cheaper computers or network gear or delaying upgrade or refresh projects appear to be great ideas to financial decision makers who don’t understand the long-term fiscal impact of such decisions. Discussion will revolve around best practices toward lowering long-term and intermediate costs through the use of best practices, standardization, high-quality equipment and other methods that have shown actual cost reductions.

Location: 314 Time: Monday, 7:30 a.m. - 8:45 a.m.

Title: Legislative Update: Toolkit for Meal Applications: Part I & Part II

Session # CN30 & CN31

Presider Gale Hartzell, Director Food Service, Empire USD Speakers Phyllis Bramson-Paul, CDE Director, Nutrition Services Division, California DOE

Brenda Padilla, Assistant Director, CDE Nutrition Services Division

Human Resources

Location: Sheraton Grand - Bondi Room Time: Monday, 7:30 a.m. - 8:45 a.m.

Title: Human Resources and Payroll Breakfast - How to Work with Others: Part I & Part II

Session # HR30 & HR31 This is a great opportunity for human resources and payroll to meet, greet and collaborate on issues and problems that both departments share in every school district. We have a wonderful chance to partner and discuss how we can work smarter toward smoother organizational operations.

Presider Pam Fowler, Manager, Payroll Services, Sacramento COE Speaker Michele Mariscal, Prevention Specialist, School Insurance Authority

Payroll

Location: Sheraton Grand - Bondi Room Time: Monday, 7:30 a.m. - 8:45 a.m.

Title: How to Work With Others Payroll and Human Resources Breakfast: Part I & Part II

Session # PAY30 & PAY 31

Location: Sheraton Grand - Falor Room Time: Monday, 7:30 a.m. - 8:45 a.m.

Title: Technology Breakfast Topic - IT as a Means to Cost Reduction

Session # TEC30

Chief Business Officials

Location: Sheraton Grand - Gardenia Room Time: Monday, 7:45 a.m. - 8:45 a.m.

Title: Principled Ethical Negotiations (PEN) & the Power of the CBO Breakfast

Session # CBO31 There is a different and better way to negotiate labor contracts on behalf of school district employers. The CBO plays a key role in the process, but is typically under-utilized. We will explain how PEN works, and the power of the CBO and the business office in that process.

Presider Ann Jones, Chief Business Officer, San Jose USD Speakers Gregory J. Dannis, Shareholder, Dannis Woliver Kelley (formerly Miller Brown & Dannis)

Ann Jones, Chief Business Officer, San Jose USD

Jonathan A. Pearl, Shareholder, Miller Brown & Dannis

This workshop will help to increase tolerance in the work environment and understand different communication styles.

Presider Pam Fowler, Manager, Payroll Services, Sacramento COE Speaker Michele Mariscal, Prevention Specialist, Schools Insurance Authority

54 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Facilities

Purchasing

The dwindling economy has brought “new” and “old” contractors into public school construction. Learn strategies and options to avoid claims and litigation and finish projects on time and on budget!

An interactive session giving the purchasing professional an opportunity to ask questions of a panel that will consist of attorneys, purchasing directors and county representatives.

Presider June Francis Rono, Ph.D., Director of Facilities and Planning, East Side Union HSD Speakers Marilyn Cleveland, Attorney, Dannis Woliver Kelley (formerly Miller Brown & Dannis)

Mark Finney, Principal, Sugimura Finney Architects

Ricardo Reyes, President & CEO, Facilities Management Planning and Operations Inc.

Presider Ruth Dew, Purchasing Supervisor, Elk Grove USD Speakers Lisa Allred, Attorney, Atkinson, Anderson, Loya, Ruud & Romo

Jacqueline McHaney, Attorney, Thurbon & McHaney

Location: 312 Time: Monday, 7:45 a.m. - 8:45 a.m.

Title: Construction Legal Issues - A Headache That Can Be Avoided!

Session # FAC31

Financial Services Location: Time: Title:

307 Monday, 7:45 a.m. - 8:45 a.m.

Know Your Object Codes Session # FIN31

You probably use object codes every day, but are you sure that you are using them correctly? Do you wish you had a handy resource to rely on when you are not sure how to code expenditure? Come test your knowledge of object codes. Find out about common miscoding errors and how to correct them.

Participants will also receive a comprehensive list of object codes and eligible uses.

Speakers Victoria Carreon, Consultant, San Diego COE

Lynn Furrow, Accounting Manager, Chula Vista ESD

Shauna Stark, Budget & Accounting Manager, San Diego COE

Maintenance and Operations Location: 310 Time: Monday, 7:45 a.m. - 8:45 a.m.

Title: Standards-Based Preventive Maintenance

Session # MO31

Wow, somebody has an established proven preventive maintenance program and they are willing to share it? Sounds too good to be true, but if you attend it will be yours for the taking.

Presider Mike Zureich, M&J Consulting Speaker Tom Rayburn, Solutions Manager, edu Business Solutions

Location: 306 Time: Monday, 7:45 a.m. - 8:45 a.m.

Title: Everything You Have Always Wanted to Ask Your Attorney

Session # PUR31

Risk Management

Location: 309 Time: Monday, 7:45 a.m. - 8:45 a.m.

Title: Reserve Setting – Determining If Your Workers’ Compensation Claims Are Reserved Properly

Session # RISK31 Skyrocketing and unpredictable workers’ compensation costs are forcing many self-insured entities and those with large retentions to recalculate their liabilities and increase their workers’ compensation reserves. Sudden spikes in workers’ compensation costs can lower confidence of the reserves, resulting in higher rates for the school district or member districts of a JPA. This session will review different reserve methods and how to apply the results of the actuarial study to set rates based on setting adequate reserves.

Presider Terri Prichard, Risk Manager, Merced County Schools Insurance Group Speaker Mutjaba Datoo, ARM Technology / AON Global Risk Consulting

Accounting Location: Time: Title:

308 Monday, 9:00 a.m. - 10:00 a.m.

ASB Fraud Session # ACT32

How up-to-date are you on your ASB’s actions?

Have you checked the books lately? Attend this session to learn how to deal with the potential of ASB fraud before it happens in your district.

Presider Herb Calderon, Assistant Superintendent, Business Services, Victor Valley UHSD Speaker Linda Saddlemire, Partner, Vicenti Lloyd & Stutzman, LLP

April 16-19, 2010 Sacramento, CA 55

Monday Conference Sessions Chief Business Officials

Location: 315 Time: Monday, 9:00 a.m. - 10:00 a.m.

Title: Politics Among the Board, Superintendent and CBO

Session # CBO32 This session will cover the key roles of the CBO, superintendent and the board in a school district.

Learn what does and does not work when it comes to the critical and delicate relationship among CBOs, superintendents and board members.

Presider Bruce Colby, Associate Superintendent of Business, Davis Joint USD Speaker Gina Daleiden, Board Member, Davis Joint USD

James Q. Hammond, Superintendent, Davis Joint USD

Richard Harris, Board Member, Davis Joint USD

Child Nutrition Location: Time: Title:

314 Monday, 9:00 a.m. - 10:00 a.m.

Meal Patterns and Nutrient Standards Session # CN32

This session will provide an update on the Institute of Medicine (IOM) report, the process and timelines involved and the expected changes that will impact menu planning choices available to school nutrition administrators. USDA is supporting the Institute of Medicine study to review and provide recommendations to update the nutrition standard for breakfast and lunch programs. CDE Nutrition Services Division will moderate a panel consisting of USDA, IOM and food service directors to review, discuss and provide options that participants can use to help make decisions regarding meal pattern changes.

Presider Nadene Haynes, Director Nutrition Services, Yuba City USD Speaker Brenda Padilla, Assistant Director, CDE Nutrition Services Division

Facilities

Location: 312 Time: Monday, 9:00 a.m. - 10:00 a.m.

Title: Living the New Reality: A PostRecession Guide to Facilities Planning & Construction

Session # FAC32 There has been a facilities paradigm shift due to the recession. This session will cover redefining what comprises school facilities through educational specification refinement, design/systems efficiency, life cycle cost and building longevity. Also learn about an alternative view regarding school design and construction.

Presider Ron Lebs, Deputy Superintendent, Business and Support Services, Capistrano USD Speaker Jim Yardy, Assistant Superintendent, Salida USD

Financial Services Location: Time: Title:

307 Monday, 9:00 a.m. - 10:00 a.m.

Basic Aid Districts Session # FIN32

As ADA changes and property taxes fluctuate, a school district’s status could change from Revenue Limit district to Basic Aid status. It is important for financial managers to know what the advantages and disadvantages are of becoming a Basic Aid district, what it involves and how it affects a district’s future planning.

Presiders Kathy Bell, CBO, Moraga ESD

Joshua Cooperman, President, Transocean Funding, Inc. Speakers Victoria Carreon, Consultant, Business Advisory Services, San Diego COE

Robert Clark, Assistant Superintendent / CBO, Burlingame SD

Carlos Estrella, Chief Fiscal Officer, Solana Beach SD

Abby Saadat, Assistant Superintendent, Business Services, Encinitas Union SD

56 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Human Resources

Purchasing

The ability for Human Resources to have information at our fingertips has become the norm. This project originated in response to employment records having to be continually pulled from files and human resources systems each time a request for data was received, and the need to reduce time and improve accuracy. Join us as we attempt to build a process that will produce rapid reporting capabilities and time savings.

Taking advantage of the conference being held in Sacramento, we will have a panel consisting of representatives from various state agencies that effect the daily operation of a purchasing department. Come prepared to ask your questions.

Location: 311 Time: Monday, 9:00 a.m. - 10:00 a.m.

Title: Human Resources Database in the Information Age

Session # HR32

Speaker Yolanda Holmes, Executive Director, Human Resources, Livermore Valley Joint USD

Maintenance and Operations Location: Time: Title:

310 Monday, 9:00 a.m. - 10:00 a.m.

Roof Maintenance & Inspections Session # MO32

How much do roof leaks really cost? Find out the answer to this question and be ready to learn how to assess your roofing systems and establish a protocol for repairs and replacement.

Presider Kent Jones, Assistant Director, Maintenance & Operations, Kern HSD Speaker Sean Gavin, The Garland Company, Inc.

Payroll Location: Time: Title:

313 Monday, 9:00 a.m. - 10:00 a.m.

Best Practices in Payroll Technology Session # PAY32

This workshop will show the latest technology available for payroll and will provide methods for payroll departments to cut costs, save time and go green by saving the cost of check stubs.

Presider Rosie Aguilar, CPP, Support Services Specialist, Orange County DOE Speaker Carl Fong, Executive Director, Information Technology, Orange County DOE

Location: 306 Time: Monday, 9:00 a.m. - 10:00 a.m.

Title: Everything You Have Always Wanted to Ask Your State Agencies

Session # PUR32

Presider Ruth Dew, Purchasing Supervisor, Elk Grove USD Speaker Michael Aguillio, Customer Liaison Officer, State of California, Procurement Division (DGS)

Retirees Location: Time: Title:

302 Monday, 9:00 a.m. - 10:00 a.m.

How to Hire a Retiree Session # RET32

This session will enable employers, as well as retirees, to determine the proper classification when considering the hiring of a PERS retiree. A determination must be made as to whether or not the retiree is a “temporary employee” or an “independent contractor.” Understanding this difference is vital for districts that want to hire a retiree, and for the retiree.

Presider Nola Houle, Retiree Speaker Veena Chaudhri, Coordinator of Payroll, Orange County DOE

Risk Management Location: Time: Title:

309 Monday, 9:00 a.m. - 10:00 a.m.

Cal-OSHA Enforcement and Appeals Session # RISK32

How does OSHA wind up at my door? How should alleged violations and proposed penalties be handled? This session will help answer these questions and provide guidance regarding timing and forms of appeal, defenses, settlement procedures and defending your appeal at a hearing.

Presider Aida Santillana, Manager of Member Services, SCCSIG Speaker Medy Beauchane, Attorney at Law, Grancell, Lebovits, Stander, Reubens & Thompson

April 16-19, 2010 Sacramento, CA 57

Monday Conference Sessions Technology Location: Time: Title:

318 Monday, 9:00 a.m. - 10:00 a.m.

IT Project Management Session # TEC32

As IT projects grow in complexity and size there is a growing need for professional project management.

This workshop will discuss why it is important, what to look for, what deliverables to expect and why it can save you money.

Presider Joe Jenkins, Chief Technology Officer, Folsom Cordova USD Speaker Valerie Jenkins, IT Project Manager, Capital Program Management

Transportation Location: Time: Title:

305 Monday, 9:00 a.m. - 10:00 a.m.

Are You in Compliance?

Session # TRN32

The school transportation industry deals with many areas that require compliance with a myriad of state and federal laws. This session will provide attendees with the knowledge that can minimize liability exposure.

Presider John Biggie, Director of Transportation, Palm Springs USD Speaker Pam McDonald, Director of Transportation, Orange USD

Accounting Location: Time: Title:

308 Monday, 10:15 a.m. - 11:15 a.m.

Year-End Closing Session # ACT33

This workshop will help you develop a schedule in doing your year-end closing. Learn how to do the planning and advance preparation required to have an effective and timely closing.

Speaker Sal Gumina, Accounting Manager, El Monte City SD

Chief Business Officials

Location: 315 Time: Monday, 10:15 a.m. - 11:15 a.m.

Title: Mandates : Sorting Out the Major Actions in 2009

Session # CBO33 2009 ended with a wide variety and number of actions by the courts, Commission on State Mandates, Legislature, governor and the state controller that affect the eligibility and reimbursement of state mandated local programs. Find out where that leaves school districts and what they can look forward to in 2010.

Presider Donald Stabler, Deputy Superintendent, Torrance USD Speakers Allan Burdick, Executive Director, MAXIMUS, Inc.

Julian Gmur, Legal Counsel, MAXIMUS, Inc.

Abe Hajela, Legal Counsel, School Innovations & Advocacy, Inc.

Robert Miyashiro, Vice President, School Services of California, Inc.

Kimberley Nguyen, Manager, Education Mandated Cost Consulting Service, MAXIMUS, Inc.

Child Nutrition

Location: 314 Time: Monday, 10:15 a.m. - 11:15 a.m.

Title: Go For the Gold with USDA’s Healthier US Challenge

Session # CN33 With a commitment to address childhood obesity and enhance school meal services, the Healthier US Challenge recognizes successful meal programs.

This session outlines best practices to achieve increased participation and provides benchmarks for districts to take back gold-level best practices to implement at the local level. USDA, CDE Nutrition Services Division and Manteca Unified will outline the process to have a gold-medal program.

Presider Nadene Haynes, Director, Nutrition Services, Yuba City USD Speaker Leslie White, Research and Development, National Food Service Management Institute

58 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Facilities Location: Time: Title:

312 Monday, 10:15 a.m. - 11:15 a.m.

A-B-CEQA: Do It Yourself Session # FAC33

With dwindling budgets, it’s time to rethink the hiring of consultants. CEQA can be complex, but doesn’t have to be. Come learn what you can do on your own.

Presider Mike Chrsistensen, Assistant Superintendent, Administrative Services, Orange USD Speakers Brian Bergman, Attorney at Law, Bergman & Dacey, Inc.

Gregory M. Bergman, Attorney at Law, Bergman & Dacey, Inc.

Becky Meredith, Commercial Agent, Velthoen Associates Commercial Brokers

Financial Services Location: Time: Title:

307 Monday, 10:15 a.m. - 11:15 a.m.

Managing School District Investments Session # FIN33

This session will give finance officials an understanding of how school district cash is invested and managed. Also discussed will be the nature of investments used in managing school district cash, and how much control an LEA has over its investments. Also covered will be: How can cash be invested? What should a CBO know and monitor? When does a CBO step in and question investments? What should be included in board investment policies? What are the key economic indicators?

Presider Ruth Alahydoian, Vice President, KNN Public Finance

Kathy Bell, CBO, Moraga USD Speakers Ruth Alahydoian, Vice President, KNN Public Finance

Kathy Bell, CBO, Moraga USD

Brice Bins, Assistant Treasurer, Contra Costa County Office of the Treasurer

John Decker, Executive Director, California Debt & Investment Advisory Commission

Human Resources Location: Time: Title:

311 Monday, 10:15 a.m. - 11:15 a.m.

Great Expectations Session # HR33

This presentation will discuss the means by which job expectations and job descriptions can be improved from both, an employee and a management perspective through the use of competencies, rather than the traditional knowledge, skills and abilities. We will also discuss how the use of competencies and job descriptions can assist in integrating all employment management activities into a single reinforcing system.

Speaker Kristin Olson, Director of Classified Personnel, Lynwood USD

Maintenance and Operations Location: Time: Title:

310 Monday, 10:15 a.m. - 11:15 a.m.

Zero Waste/Go Green Pilot Program Session # MO33

Learn how to save money and the environment by attending this workshop about a proven program you may want to try in your organization and city.

Speaker Mary Ann Allen, Supervisor, Maintenance & Operations, Union SD

Payroll Location: Time: Title:

313 Monday, 10:15 a.m. - 11:15 a.m.

STRS Legislative Updates Session # PAY33

This session will cover legislative updates, as well as any other updates, that are coming from the State Teachers Retirement System.

Presider Muff Hernandez, Payroll Manager, Cupertino Union School District Speaker CalSTRS Representative

Purchasing Location: Time: Title:

306 Monday, 10:15 a.m. - 11:15 a.m.

Face-to-Face Video Conferencing Session # PUR33

In today s economic situation, school districts are looking for unique ways to save money. Video conferencing can help reduce travel costs and time away from the office, while still providing important interaction among individuals. Come experience it for yourself.

Presider Mary Jane Andersen, Purchasing/ Contracts, Program Manager, San Bernardino CSS Speaker Pam Garrett, Buyer III, Grossmont UHSD

Guiselle Carreon, Director of Purchasing, Grossmont UHSD April 16-19, 2010 Sacramento, CA 59

Monday Conference Sessions Retirees Location: Time: Title:

302 Monday, 10:15 a.m. - 12:30 p.m.

Committee Meeting: Part I & Part II Session # RET33 & RET34

This is the main committee meeting for the year to review the year’s activities and commence planning for the next fiscal year.

Speaker Christine Wallace, Retiree

Risk Management Location: Time: Title:

309 Monday, 10:15 a.m. - 11:15 a.m.

Real-World Disability Management Session # RISK33

Employees are protected under multiple state and federal disability statutes – FMLA, CFRA, FEHA, ADA and workers’ compensation. This session is not designed to review the law, but to provide practical “real-world” recommendations every employer should implement to effectively manage employees with medical issues and comply with overlapping laws.

Presider Julie Smith, Schools Insurance Authority Speaker Marcia Whiting, Sr. Claims Examiner, Schools Insurance Authority

Transportation

Location: 305 Time: Monday, 10:15 a.m. - 12:30 p.m.

Title: Recent Workplace Case Law: Part I & Part II

Session # TRN33 & TRN34 Peter Flanderka, a labor attorney, will discuss recent case law and how it affects the transportation department.

Presider Dave Randall, Director of Transportation, Montebello USD Speaker Peter Flanderka, Attorney at Law, Bononi Law Group, LLP

Accounting

Location: 308 Time: Monday, 11:30 a.m. - 12:30 p.m.

Title: Effectively Handling Multi-Year & Cash Flow Projections

Session # ACT34 This workshop will show you how to effectively handle both year-end and cash flow projections.

Sample spreadsheets that will make projections easier will also be provided.

Speaker Sal Gumina, Accounting Manager, El Monte City SD

Chief Business Officials

Location: 315 Time: Monday, 11:30 a.m. - 12:30 p.m.

Title: State Funding, Audits & Surviving Fluctuations in the State’s Fiscal Condition

Session # CBO34 This session provides perspective and direction on the impact of the state’s fiscal condition on funding, audits, business transactions and construction projects. Discussion will include the challenges school districts faced during the past year and the status of the state’s fiscal condition. This session will explore practical and resourceful options for responding to the crisis and changes in the fiscal condition of the state, as well as insight into what the coming year may bring.

Presider John Vinke, Associate Superintendent, Business Services, Lawndale ESD Speaker Constance Schwindt, Partner, Atkinson.

Andelson. Loya, Ruud & Romo

Child Nutrition

Location: 314 Time: Monday, 11:30 a.m. - 12:30 p.m.

Title: Financial Impact of Going Green in Child Nutrition

Session # CN34 This session will provide participants with the resources to understand the pros and cons of going green in child nutrition. What are the impacts of disposables on the waste stream? What affordable green methods are available for child nutrition programs? Attendees will gain simple solutions to analysis of costs associated to switching to green products.

Presider Teresa Mee, Director, Nutrition Services, Palos Verdes Peninsula USD Speaker Barbara Lee, Director, Nutrition Services, Livermore Valley Joint USD

Facilities Location: Time: Title:

312 Monday, 11:30 a.m. - 12:30 p.m.

Straight Talk with State Agencies Session # FAC34

The major state agencies involved with planning and constructing schools will have their top representatives explain the roles, rules and processes of each key segment.

Presider Liese Olukoya, Field Representative, CDE, School Facilities Planning Speakers Rob Cook, Executive Officer, Office of Public School Construction

Mark Malinowski, Chief, Schools Unit, Department of Toxic Substances Control

Kathleen Moore, Director, School Facilities Planning, California DOE

David Thorman, State Architect, Division of the State Architect

60 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Financial Services

Location: 307 Time: Monday, 11:30 a.m. - 12:30 p.m.

Title: How to Help Non-Financial District Staff Achieve Financial Success

Session # FIN34 As districts are facing a decrease in fiscal office personnel and resources, financial management is becoming an important component in all departments. It is imperative that the business office educate district stakeholders on financial management and gain their support. The purpose of this presentation is to share with other school districts how Oakland USD successfully involves all stakeholders to help fiscally manage their financial resources.

Presider Linda Wu, Financial Service Associate, Oakland USD Speakers Sandra Anderson-Knox, Financial Service Manager, Oakland USD

Katema Slocum, Financial Service Associate, Oakland USD

Linda Wu, Financial Service Associate, Oakland USD

Human Resources Location: Time: Title:

311 Monday, 11:30 a.m. - 12:30 p.m.

Sexual Misconduct in Our Schools Session # HR34

Students becoming sexually involved with staff make headlines all too frequently these days. A 2005 US Department of Education study estimates that one in eight students will be physically or psychologically abused by the 12th grade. There is only a 1 percent rate of false reporting. The damaged caused by these incidents is staggering in costs to the victims, the perpetrators, the insurance carriers and the district and community at large.

Presider Glen Lipson, Ph.D., Associate Professor & CEO of Separate, Training Co., California School of Forensic Psych, Alliant Int. Speakers Daniel Shinoff, Attorney/Owner, Stutz Artiano Shinoff & Holtz

Steve Sonnich, Associate Administrator, Human Resources, Grossmont UHSD

Maintenance and Operations Location: Time: Title:

310 Monday, 11:30 a.m. - 12:30 p.m.

How High Can Energy Prices Go? Session # MO34

Experts are looking into their crystal balls and can see what the cost for energy will be. Attend this session and find out the answer for your organization.

Presider Bill Carpenter, Director, M&O, San Diego County Office of Education Speakers Michael Rochman, Managing Director, School Project for Utility Rate Reduction (SPURR)

John Bitoff, Executive Director, M&O, San Francisco USD

Payroll Location: Time: Title:

313 Monday, 11:30 a.m. - 12:30 p.m.

Payroll Reference and Resource Guide Session # PAY34

Do you have a payroll question and you are not sure where to find the answer? This workshop and skit will help payroll professionals, CBOs and human resources staff locate Web sites, books and public and private businesses that have answers to those questions.

Presider Amy Adams, Coordinator, Payroll Services, Calaveras COE Speakers Lori Chou, Payroll Coordinator, El Dorado COE

Beverly Ann Dower, STRS/PERS Retirement, San Juan USD

Pam Fowler, Manager, Payroll Services, Sacramento COE

Catherine Hawes, Lead Payroll Specialist, Sutter CSS

Sandy Kiser-Stodden, Lead Payroll Technician, Sacramento City USD

Sherry Lack, Manager, Payroll Services, Sacramento COE

Janice Oliver-Iraci, Human Resources Specialist, Golden Valley Charter School of Sacramento

Larry Polk, Director of Accounting, Fairfield-Suisun USD

April 16-19, 2010 Sacramento, CA 61

Monday Conference Sessions Purchasing Location: Time: Title:

318 Monday, 11:30 a.m. - 12:30 p.m.

Solar Panels Session # PUR34

Energy bills continue to increase as general fund dollars decrease. Districts are looking for ways to offset those costs with the use of alternate energy sources, in particular, solar panels. What does the purchasing professional need to know in order to purchase alternate energy?

Presider Rose Garcia, Director of Purchasing, erkeley USD Speaker Solomon Gebala, Director of Purchasing, Grossmont UHSD

Risk Management

Accounting

Location: 308 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: Attendance Accounting - A Whole New World

Session # ACT35 Welcome to a whole new world - the world of attendance accounting. Follow us on our journey as we visit or discover the changes to the updated manual.

Presider Herb Calderon, Assistant Superintendent, Business Services, Victor Valley USD Speakers Marjorie Casagrande, Fiscal Services Supervisor, Coachella Valley USD

Susana Lopez, Director, Fiscal Services, San Jacinto USD

Location: 309 Time: Monday, 11:30 a.m. - 12:30 p.m.

Title: ABCs of Hold Harmless/ Indemnification Agreements & Additional Insured Endorsements

Session # RISK34

Chief Business Officials

When should you see hold harmless and indemnity agreements in contractual situations? These agreements and contracts create both benefits and potential liabilities. How they create liability and the issues that should be considered when entering into such agreements will be discussed. This session will also explore how certificates of insurance and their endorsements affect contractual language.

A discussion of key budget issues affecting education with the perspective of the presidents of two prestigious firms who provide advisory services to educational agencies statewide.

Location: 315 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: The 2010-2011 Budget: The Experts Overview

Session # CBO35

Presider Aida Santillana, Manager of Member Services, SCCSIG Speaker Jeffrey Malek, Attorney, Law Offices of Malek & Malek

Presider Thomas Barentson, Deputy Superintendent/CFO, Sacramento City USD Speakers Ron Bennett, President, School Services Of California, Inc.

Kevin Gordon, President, School Innovations & Advocacy, Inc.

Gary Pickavet, Assistant Superintendent, Administrative, Services, Santa Barbara COE

Technology

Child Nutrition

Location: Time: Title:

306 Monday, 11:30 a.m. - 12:30 p.m.

Video Conferencing as a Business Tool Session # TEC33

Today, more than ever, districts are exploring video conferencing as a way to maximize qualified staff and minimize their carbon footprint, while cutting costs in multiple areas. In this session, we will discuss successful national models, IT and AV requirements, and the importance of ongoing, in-depth training for teachers. We will do a live VC connection to Mike Lay, technology director in Scott County Schools in Tennessee and Lance Ford, former technology director for Howe Schools in Oklahoma.

Presider Christine Wakefield, Da-Lite Screen Company, Inc.

Location: Time: Title:

314 Monday, 2:30 p.m. - 4:45 p.m.

State Update: Part I & Part II Session # CN35 & CN36

Bringing CASBO membership up-to-date on the most current regulations is imperative to running a sound child nutrition program. Changes occur on an annual basis and include regulatory changes that affect the management of the program. The Department of Education will update CASBO participants on the latest, most up-to-date guidance for food distribution, meal reimbursement, CN and WIC reauthorization, Coordinated Review requirements, community and summer meal programs, competitive foods, nutrition standards and grant and training opportunities.

Presider Nadene Haynes, Director Nutrition Services, Yuba City USD Speakers Phyllis Bramson-Paul, CDE Director, Nutrition Services, Division, California DOE

Brenda Padilla, Assistant Director, CDE Nutrition Services Division

62 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Guest Lecture Series Luncheon Monday, April 19 12:45 p.m. - 2:15 p.m.

Sheraton Grand Hotel Gardenia Room Ticket required Welcome

Sharon Ketcherside, President Presentation of CASBO Honor Roll Award Winner Jason Dorsey Jason Dorsey, nicknamed the “Gen Y Guy,” is a best-selling author, speaker and award-winning entrepreneur.

After skipping his senior year in high school to enter college, Dorsey was motivated by an entrepreneur who spoke at his college and challenged him and his classmates to pursue a purpose more lasting than money or prestige.

The challenge inspired Dorsey to write a book, “Graduate to Your Perfect Job,” covering what he learned through his journey from a small town in Texas to having prominent business leaders support him. More Generation Y-focused books and a few speaking engagements later, Dorsey emerged as a youth expert on NBC’s “Today Show” and ABC’s “The View.”

Along the way, he earned the Austin, Texas, Under 40 Entrepreneur of the Year Award and launched a speaking career that has put him in front of more than 100 audiences a year since age 18.

His goal: teaching people of all ages to take control of their futures by throwing away their excuses.

Jack O’Connell, California State Superintendent of Public Instruction Installation of CASBO Leadership for 2010

Renee Hendrick, President Gary Matsumoto, President-Elect Michael Johnston, Vice President Sharon Ketcherside, Immediate Past President Announcement of Friends of Education Scholarship Fund Raffle

First Prize Winners Russell Pullmann, CASBO Retiree Committee Member Obtain raffle tickets from members of CASBO Retiree Committee. Drop your raffle tickets in the drum adjacent to the registration desk prior to the Guest Lecture Series Luncheon on Monday. You need NOT be present to win.

Introduction of Speaker – Jason Dorsey

Paula Tanguay, Chief Executive Officer, Alliance of Schools for Cooperative Insurance Programs

Thank you ASCIP for sponsoring Jason Dorsey’s presentation.

April 16-19, 2010 Sacramento, CA 63

Monday Conference Sessions Facilities Location: Time: Title:

312 Monday, 2:30 p.m. - 3:30 p.m.

Keep Your Developer Fee Dough Session # FAC35

Declining property values, enrollment and state revenue result in reduced facilities funding. Learn tips, options and strategies to optimize developer fees in the face of ongoing commitments and reduced income.

Presider Leigh Coop, Director of Facilities, Vacaville USD Speaker Rob Corley, Principal Consultant, Schoolplans

Financial Services

Location: 307 Time: Monday, 2:30 p.m. - 4:45 p.m.

Title: Financial Aspects of Collective Bargaining: Part I & Part II

Session # FIN35 & FIN36 This two-part session will cover the various communication techniques that can be applied to collective bargaining situations and teach attendees how to compute and evaluate information important to collective bargaining situations using analytical tools.

Time will also be allowed to obtain additional effective practices from other participants.

Speakers Bill McGuire, Vice President, Energy Educators

Jason Willis, Chief Financial Officer, Stockton USD

Human Resources

Maintenance and Operations Location: Time: Title:

310 Monday, 2:30 p.m. - 3:30 p.m.

OPSC/Deferred Maintenance Program Session # MO35

So much has been happening with regard to the Deferred Maintenance Program during these difficult budget times. Get all of your questions answered by those who are in the know.

Presider Bill Carpenter, Director M&O, San Diego COE Speaker Bill Johnson, Program Manager, Office of Public School Construction

Payroll

Location: 313 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: What You Need to Know About the Recent Changes to the FMLA

Session # PAY35 Get the latest information about the new FMLA legislation. This workshop will help school districts keep in compliance with the new legislation.

Presider Trish Eastburn, Payroll Systems Supervisor, Los Angeles COE Speaker Tom Edwards, Vice President, Keenan & Associates

Purchasing

Location: 306 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: Agency Credit Cards- To Be or Not to Be?

Session # PUR35

Location: 307 Time: Monday, 2:30 p.m. - 4:45 p.m.

Title: Financial Aspects of Collective Bargaining: Part I & Part II

Session # HR35 & HR36

The workshop will focus on the pros and cons of agency credit cards, options for their use and how to put together a program that will safeguard your district as well as the card holder.

This session will cover the financial aspects of collective bargaining including understanding various communication techniques that can be applied and computing and evaluating information important to collective bargaining situations using the analytical tools provided. Time will also be allotted for obtaining other effective practices from participating attendees.

Presider Rose Garcia, Director of Purchasing, Berkeley USD Speakers Andy Bursch, Purchasing Manager, Santa Clara COE

Brian Slaughter, Purchasing/Warehouse Manager, Cupertino USD

Gloria Rios, Director of Purchasing, Livermore Valley Joint USD

Speakers Bill McGuire, Vice President, Energy Educators

Jason Willis, Chief Financial Officer, Stockton USD

64 2010 CASBO Annual Conference & California School Business Expo

Monday Conference Sessions Risk Management

Location: 309 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: Automated External Defibrillators: Do the Benefits Outweigh the Risks?

Session # RISK35 Thousands of people die each year from sudden cardiac arrest. A portable device called an Automated External Defibrillator (AED) essentially guides the user to help treat a person in cardiac arrest. Advocates on the use of AEDs have promoted the placement of these devices in public buildings such as schools. This workshop session will address the specific requirements of California’s AED immunity statutes and discuss recent cases arising out of the use of AEDs. Speaker David Soldani, Attorney, Atkinson, Andelson, Loya, Ruud & Romo

Transportation

Location: 305 Time: Monday, 2:30 p.m. - 3:30 p.m.

Title: State of the State from the Office of School Transportation

Session # TRN35 Each year, John Green, supervisor of the CDE’s Office of School Transportation, provides information to participants about the latest developments in school transportation in the state and nation.

Presider Chuck Ernst, Director of Transportation, Twin Rivers USD Speaker John Green, Supervisor, CDE’s Office of School Transportation

Chief Business Officials Location: Time: Title:

315 Monday, 3:45 p.m. - 4:45 p.m.

Demystifying the Legislative Process Session # CBO36

This workshop features a discussion of how the legislative process really works behind the scenes and how you can best work with that system to maximize your potential for success. Also covered are how to effectively build relationships and communicate with your elected representatives concerning issues that affect the education community and your district, and strategies for finding winning solutions to legal and legislative issues Presider Gary Pickavet, Assistant Superintendent, Administrative, Services, Santa Barbara COE Speaker Dennis Meyers, Assistant Executive Director, Advocacy & Policy, CASBO

Facilities Location: Time: Title:

312 Monday, 3:45 p.m. - 4:45 p.m.

Facilities R&D Committee Debriefing Session # FAC36

Join the Facilities R&D Committee in evaluating this year’s conference and planning for next year.

Speaker Margaret Brown, Assistant Superintendent, San Ramon Valley USD

Maintenance and Operations Location: Time: Title:

310 Monday, 3:45 p.m. - 4:45 p.m.

M&O Hot Topics Session # MO36

Join your colleagues for a discussion of all the current hot topics. We will talk about many “outof-the-box” issues as they relate to M&O and discuss topics for next year’s CASBO conference workshops.

Presiders Chris Hall, Administrator, MOT, Kern CSS

John Yanez, Director, MOT, Wasco Union HSD Speaker Chris Hall, Administrator, MOT Kern CSS

Payroll

Location: 313 Time: Monday, 3:45 p.m. - 4:45 p.m.

Title: How to Win When Unemployment Insurance Rules Seem Set Up to Lose!

Session # PAY36 This workshop will cover ways to control unemployment insurance (UI) costs when dealing with employment terminations. Topics covered include a look at how unemployment insurance works, what to do when you receive a UI claim form, when an employer should respond to a claim, how to respond to claims, how to file appeals and how to prepare for UI hearings.

Presider Nita Black, Payroll Supervisor, Pajarro Valley USD Speaker Rose Mizak, Client Relationship Manager, TALX

Purchasing Location: Time: Title:

306 Monday, 3:45 p.m. - 4:45 p.m.

Legislative Update & Handout Session Session # PUR36

The first half of this workshop will provide the latest legislative updates applicable to school business and purchasing. It will encompass some of the “hot topics” for current legislation. The second half will be the traditional conference handout session.

Presider Joshie Cox, Director Of Purchasing/Risk Management, ABC USD Speaker Kevin Gordon, President, School Innovations & Advocacy, Inc. April 16-19, 2010 Sacramento, CA 65

Monday Conference Sessions Risk Management Location: Time: Title:

309 Monday, 3:45 p.m. - 4:45 p.m.

The Truth About Pandemics Session # RISK36

The outbreak of the Influenza A H1N1 virus in April 2009 taught us all about the potential impact a pandemic outbreak can have on schools and communities. School districts that are not prepared to address the multitude of issues will not be able to respond effectively should another outbreak occur.

Hear from a panel of experts in pandemic planning from the California Department of Health Services, the Department of Education and school administrators who were directly affected by the outbreak.

Presider Vern Sanborn, Safety Manager, Santa Barbara COE SIPE Speakers Linda Davis-Alldritt, RN, MA, PHN, FNASN, California DOE

Jeannie Goobanoff, Safety Consultant, Goobanoff and Associates

Erin Tarkhanian, Loss Prevention Coordinator, RESIG

66 2010 CASBO Annual Conference & California School Business Expo

Exposition Information California School Business Expo More than 150 exhibitors will participate in the 2010 California School Business Expo at the Sacramento Convention Center, Exhibit Halls A & B. Join us for activities, food and networking.

Join us this year as we cruise the aisles of the Expo and see the newest and most innovative products and services. Enjoy multiple opportunities to win prizes!

Expo Grand Opening

Saturday, April 17 5:30 p.m. - 7:30 p.m.

Expo Launching Ceremony 5:15 p.m.

Join CASBO President Sharon Ketcherside and Conference Chair Jeannie Goobanoff as we launch the Expo!

Our exhibit opening on Saturday will include more than150 companies offering leading edge information in their respective specialties and service area, and a variety of food, and beverage, compliments of the exhibiting companies.

Expo Hours

Sunday, April 18 10:00 a.m. - 3:00 p.m.

Lunch is served in the Exhibit Hall from 11:30 a.m. - 12:45 p.m. Join us for a casual luncheon buffet. This lunch is included with your conference registration and requires a ticket.

Special Game Tickets and Prizes!

Scratch off tickets are available each day at the Expo for opportunities to win cash and prizes!

Drawings for Saturday night will be held daily and winners will be posted at the Information Counter outside the Exhibit Hall. All prizes must be picked up before 5:00 p.m. on Sunday, April 18.

Special thanks to Delta Dental for their contribution of gift cards for the Prize Booth!

The Prize Booth is located in the CASBO Pavilion in the center of the Exhibit Hall.

April 16-19, 2010 Sacramento, CA 67

Exposition Information Exhibit Hall Map

68 2010 CASBO Annual Conference & California School Business Expo

Exhibitors Bus 2 A-Z Bus Sales, Inc. P.O. Box 3138 San Jose, CA 95156 (916) 715-2712 921 Absolute Software #1600-1055 Dunsmuir St. Vancouver, BC V7X1K8 604-730-9857 Absolute Software is the world leader in tracing, managing and protecting digital assets for complete computer security.

301 American Fidelity Assurance Co. Educational Services Division 1 Civic Center Dr., Ste. 260 San Marcos, CA 92069 (866) 523-1857 American Fidelity Assurance Company proudly provides quality insurance products: Section 125 Services annuities, cancer, disability income, life, and accident-only insurance to the education community.

503 ActiveEducate, a Part of The ActiveNetwork, Inc. 10182 Telesis Court, Ste. 100 San Diego, CA 92121 (888) 543-7223 ActiveEducate, a part of ActiveNetwork is the leading online payment and school management solution.

Delivering premier software to simplify payments, fundraising and purchases. Visit www.

ActiveEducate.com

412 American Technologies, Inc. 210 Baywood Ave. Orange, CA 92865 (800) 400-9353 We are full service restoration, environmental and reconstruction experts.

Our services include 24-hour emergency response, lead/ asbestos removal, mold remediation, biohazard cleanup, contents restoration and reconstruction.

308 Advanced Planning Technologies P. O. Box 842 West Salem, WI 54669 608-786-1215

920 Anthem Blue Cross 11050 Olson Drive Suite 110 Rancho Cordova, CA 95670 916.636.2148

307 AFLAC - Barry White Insurance 4506 Bantam Way Elk Grove, CA 916-715-9159

928 Arbitrage Compliance Specialists, Inc. 5975 S. Quebec, #205 Centennial, CO 80111 (303) 867-7528 Arbitrage Rebate Calculation Services; Yield Restriction Calculation Services.

313 Alliance of Schools for Cooperative Insurance Programs (ASCIP) 16550 Bloomfield Avenue Cerritos, CA 90703 (562) 404-8029 730 Allied Storage Containers 2965 S. East Ave. Fresno, CA 93725 (559) 268-2501 830 American Express 10 Diablo Vista Ct. Concord, CA 94521 (925) 691-9933

704 AssetWorks, Inc. 20055 SW Pacific Hwy., Ste. 107 Sherwood, OR 97140 (503) 925-8770 Fixed asset inventory services for GASB 34 compliancy and state inventory requirements.

Proprietary Asset Maxx web application enables districts to maintain assets for future compliancy.

328 ATI Architects 3860 Blackhawk Rd. Danville, CA 94506 925-648-8800 Architectural and engineering services that include master planning, new construction, modernization, energy analysis, and our Emily family of prototypical PC designs that now includes 2-Story.

728 AXA Advisors 88 Kearney St., 20th Flr. San Francisco, CA 94108 415-276-2105 AXA will make available information on: 403(b) Tax Shelter Annuities, 457 Deferred Compensation Plans, 403(b) Regulator Information, General Financial Planning Strategies.

820 Axiom Inc. 2440 Gold River Rd., Ste. 200 Gold River, CA 95670 (916) 853-6000 614 Bus West 21107 S. Chico St. Carson, CA 90745 310-357-0868 Sales, Parts, Service for Thomas built school buses.

431 C.E. White Co. P.O. Box 25944 Albuquerque, NM 87125 (505) 269-5258 424 California Center for Sustainable Energy 8690 Balboa Avenue, Ste. 100 San Diego, CA 92123 858-244-1187 Energy efficiency engineering analysis services, for CPUC, IOU administered energy efficiency incentives and rebate programs; TA/TI, Energy Service Bldg.

SPC On Bill Financing; CEC EE programs, EE Financing programs.

April 16-19, 2010 Sacramento, CA 69

Exhibitors 816 California Department of General Services 707 3rd St., 2nd Floor West Sacramento, CA 95605 (916) 375-4570 This new “free” program can help you reduce travel costs through the use of the State’s contracted travel-related services for airline, car rentals and travel agencies.

922 & 924 CalPERS 400 “Q” St. Sacramento, CA 95814 (916) 795-0791

331 California Department of General Services 707 3rd St. West Sacramento, CA 95605 916-375-4343

317 Capitol Public Finance Group 1900 Point West Way, Ste. 273 Sacramento, CA 95815 (916) 641-2734 A financial consulting firm providing facilities planning and debt issuance services. Capitol PFG financings have been awarded the regional Deal of the Year by The Bond Buyer twice, and staff have been key presenters for CDIAC. Visit us at: www.capitolpfg.com.

615 California Financial Services 1420 Michelle Way Escalon, CA 95320 (209) 595-0791 CFS provides a wide range of financial and facility planning services including project tracking services/software to California school districts.

814 California School Boards Association 3100 Beacon Blvd.

West Sacramento, CA 95691 (916) 669-3327 828 California Utilities 555 W. Fifth St. GT28A4 Los Angeles, CA 90013-1046 (213) 244-3216 Need funding for lighting, food service, data centers, or other equipment? Investing in energy efficient equipment is one of the easiest ways to lower your operating costs, increase student productivity and put back into the classroom 628 California’s Valued Trust 520 E. Herndon Ave. Fresno, CA 93720 (559) 437-2960 CVT ensures our participants the highest quality benefits and services through labor/ management trust and cooperation. CVT provides health, dental, vision, life, and EAP benefits.

605 CalSTRS P.O. Box 15275 MS44 Sacramento, CA 95851 (888) 394-2060

521 Centration 8570 Utica Ave., Ste. 100 Rancho Cucamonga, CA 91730 (866) 481-2621 Centration specializes in mandated cost consulting services and provides a comprehensive on-line time tracking system allowing consultants to monitor staff input on a monthly basis. We design our services to best fit the needs of the district!

631 Certica Solutions 301 Edgewater Pl., Ste. 110 Wakefield, MA 1880 781-245-4515 x262 Certica’s software - called Certify - helps California districts validate, monitor and improve school and student data used for performance analysis, district decision-making, and CALPADS reporting compliance.

404 CAPPO, Inc. P.O. Box Y Yuba City, CA 95992 (800) 592-1970

825 Chevron Energy Solutions 345 California St., 18th Flr. San Francisco, CA 94104 (415) 733-4668

325 Carl Warren & Company 770 South Placentia Avenue Placentia, CA 92870 (714) 572-5200 A California based, employeeowned TPA who focuses on the fair, efficient and responsive resolution/administration of claims to public entities, self-insured corporations and insurance carriers.

421 CleanSource, Inc. 650 Brennan St. San Jose, CA 95313 (408) 324-3204 CleanSource - A Jan/San Company. We are the “Cleaning Supply Experts”. “CleanSource Value” is a commitment to customer service product solutions, on-time delivery and value-added services.

432 Carrier Transport A/C 2425 E. Rockledge Road Phoenix, AZ 85048 480-280-5966 Carrier Transport Air Conditioning manufactures state-of-the-art bus air conditioning systems for both conventional and hybrid drive vehicles using environmentally responsible R134a refrigerant and microchannel heat exchangers.

320 Climatec Building Technologies Group 2851 W. Kathleen Phoenix, AZ 85053 602-906-4176 Climatec Energy Services is a turnkey installer of energy conservation measures and facilitates access to grants, rebates and municipal funding.

70 2010 CASBO Annual Conference & California School Business Expo

Exhibitors 401 Colbi Technologies, Inc. 17791 Orangetree Lane Tustin, CA 92780 (509) 432-3508 Colbi provides school building program software for multi-year, multi-fund budget development and contract/fund management for all expenditure phases while automatically generating state audit documentation.

617 Contrax Furnishings 520 McIntosh Terrace Brentwood, CA 94513 (925) 872-3204 Full service provider of turnkey K-12 furniture projects.

Furnishings for all areas of schools & services from needs assessment through installation.

829 CPI Common Remitter Services 1809 24th St. Great Bend, KS 67530 620-793-8473 x764 CPI Common Remitter Services are provided independently. We offer school districts convenient solutions to comply with 403(b) regulations. CPI does not offer investment products.

Bus 1 Creative Bus Sales 13501 Benson Ave. Chino, CA 91710 (909) 465-5528 We offer products from 11 of the top commercial and school bus manufacturers. With over 25 years experience we ensure quality parts and service.

817 CSMG - Practi-CAL 3130-C Inland Empire Blvd.

Ontario, CA 91764 (909) 944-7798 629 Culver-Newlin Inc. 840 S Wanamaker Ave. Ontario, CA 91761-8115 (909) 390-3715 Culver-Newlin, Inc. is a leading school and office furniture dealer located in Ontario, Calif., selling to Southern Calif. and parts of Nevada.

801 Dannis Woliver Kelly 301 E. Ocean Blvd., Ste. 1750 Long Beach, CA 90802 (562) 366-8500 513 Dave Bang Associates, Inc. 1885 N. Main St. Orange, CA 92865 (800) 669-2585 Specialists in equipping playgrounds, parks, site furnishings, DSA pre-approved shade shelters, bleachers & athletic equipment since 1979.

608 Davis Demographics & Planning 11850 Pierce St., Ste. 200 Riverside, CA 92505 (951) 270-5211 Demographic master-planning services. Nation’s #1 GIS school planning software. Enrollment forecasting, redistricting, growth management. Internet-based GIS K-12 mapping, planning and demographics.

620 DecisionInsite 7700 Irvine Center Dr., Ste. 800 Irvine, CA 92618 (877) 204-1392 The DecisionInsite System (DI System), founded by geo-demographic experts and experienced education leaders, delivers a combination of enrollment forecasts, demographic data and consulting services within the framework of a user-friendly web-based applica 529 Delta Dental Plan of California 11155 International Dr. Rancho Cordova, CA 95670 916-561-2424 Delta Dental of California is a nonprofit dental service corporation and leads the industry in offering innovative programs designed to control costs and insure quality care. These programs cover more than one-in-three Californians. We keep you smiling!

709 Digital Schools, LLC 3 Quail Run Circle, Ste. 102 Salinas, CA 93907 (888) 939-7799 The Digital Schools Suite provides administrative position control by integrating HR/Payroll/Budget data for improved management visibility, accountability and control.

408 Dolinka Group, LLC 20 Pacifica, Ste. 900 Irvine, CA 92618 (949) 250-8315 Dolinka Group, LLC is a public finance and facilities planning consulting firm providing services to clients throughout the state of California.

407 Eagle Software 1065 N. Pacificenter, Ste. 400 Anaheim, CA 92806 (888) 487-7555 Eagle Software is the developer of California’s premier student information system, Aeries. Aeries is designed to support California K-12 environments including elementary, middle and high schools plus continuation and alternative education schools.

Aeries is CALPADS compliant and aligned with California testing, required attendance guidelines and reporting criteria.

603 Edgewood Partners Insurance Center (EPIC) 1743 Creekside Dr., #200 Folsom, CA 95670 (916) 358-8003 EPIC is a regional brokerage providing insurance and consulting in areas such as public entity, construction, life sciences, financial institutions, and general business.

315 Education Logistics, Inc. 3000 Palmer St. Missoula, MT 59808 (406) 728-0893

April 16-19, 2010 Sacramento, CA 71

Exhibitors 901 Edupoint Educational Systems 1955 S. Val Vista Dr., Ste. 210 Mesa, AZ 85204 480-833-2400 Edupoint’s GENESIS student information system is a true web system delivering the industry’s richest feature set and California reporting capabilities for comprehensive management of student data and optimized district performance.

633 Electronic Transaction Partners LLC 140 Gibson Road Lexington, SC 29072 803-358-7200 523 EnVision Consulting Group, Inc. 16191 Kamana Rd., Ste. 202 Apple Valley, CA 92307 (760) 242-9186 A comprehensive consulting firm spacializing in the following services: Annual Parent Notification, School Accountability Report Card,Comprehensive School Safety Plans, Single Plans for Student Achievement, and Title I Notifications.

607 & 609 Epylon Corporation 3675 Mount Diablo Blvd., Suite 110 Lafayette, CA 94549 (209) 992-6181 909 Escape Technology 3009 Douglas Blvd., Ste. 210 Roseville, CA 95661 (916) 773-6363 Serving California & school business for 25 years, Escape Technology has the most comprehensive system available to CCDs, districts and COEs. Live today in 230 organizations.

902 First Investors 2025 Gateway Pl. San Jose, CA 95110 (800) 995-2885 First Investors seeks to enhance

the lives of our clients by helping them reach their financial goals.

We have made a particularly strong commitment to serving the retirement needs of schools, especially K-12 educators.

300 Follett Software Company 1391 Corporate Dr. Mc Henry, IL 60050 (815) 578-7357 425 Harris Computer Systems 2540 Warren Dr., Ste. A Rocklin, CA 95677 (800) 683-2234 906 HD Supply Facilities Maintenance 10641 Scripps Summit Ct. San Diego, CA 92131 858-831-2174 533 High Desert & Inland Trust 4371 Latham St., Ste. 101 Riverside, CA 92501 (951) 788-8500 The High Desert & Inland Trust provides school districts with a managed approach for health and welfare benefits to their employees and dependents. A jointly managed trust, they represent an innovative approach to providing excellent employee benefits at a competitive cost.

316 Home Depot 5481 W. Waters Ave. Tampa, FL 33634 (813) 806-3170 The Home Depot offers customized cost reduction solutions that target and meet the needs of specific professional customers involved in government, residential & commercial construction and facilities maintenance.

900 Horizon Software International, LLC 2915 Premiere Pkwy., Ste. 300 Duluth, GA 30097 (770) 554-6353 Horizon Software provides a

complete A-Z School Food Service Management System.

520 Infinity Communications & Consulting P.O. Box 6069 Bakersfield, CA 93386 (661) 716-1840 400 ING 11514 Mammoth Peak Ct. Alta Loma, CA 91737 (909) 980-5512 ING is the #1 provider for K-12 retirement plan contributions, providing services for over 11,000 school districts and higher education institutions nationwide.

330 Johnson Controls, Inc. 103 Woodmere Rd., Ste. 110 Folsom, CA 95630 916-997-8192 601 Kaiser Permanente 50 Iron Point Circle, Ste. 120 Folsom, CA 95630 (916) 847-8686 706, 708 Keenan & Associates 2355 Crenshaw Blvd., Ste. 200 Torrance, CA 90501 (562) 400-5447 Keenan & Associates provides insurance, consulting, administrative and financial services to California schools, including employee benefits, claims, workers’ compensation, retirement programs, and property and liability 714 Leader Services P.O. Box O Hazleton, PA 18201 (800) 522-8413 Leader Services will exhibit two special education solutions: MediCal LEA Billing Option and MediCal Administrative Activities (MAA) Program. LEA’s can participate using the web or paper with no up-front costs.

72 2010 CASBO Annual Conference & California School Business Expo

Exhibitors 925 Logic Domain 9 Paine Ave. Irvine, CA 92614 877-768-3334 707 Lozano Smith 7407 N. Spalding Ave. Fresno, CA 93720 (559) 431-5600 Lozano Smith is a full-service education law firm serving hundreds of California K-12 school districts and county offices of education since 1988.

We provide representation in all matters school districts face.

Our business expertise includes real property, construction, competitive bidding, contract review and preparation, school funding, bond elections, and litigation in all areas.

832 Mach Security Solutions 14938 Camden Ave., #23 San Jose, CA 95124 408-771-7278 Cyber Lock Access Control stand-alone computerized key and lock system that is managed and programmed in-house.

Inexpensive because there are no wires - runs to locks.

917 Making Right Choices P.O. Box 8621 Rancho Santa Fe, CA 92067 858-759-1848 Making Right Choices provides training solutions to reduce the occurence and litigation risk of Employee Sexual Misconduct through online training, seminars, and policy analysis.

303 Management & Communication Consultants 125 Pearl Ave. San Carlos, CA 94070 (650) 594-0198 Computer software and cleaning seminars for maintenance and operation departments.

702 MAXIMUS 3130 Kilgore Rd., Ste. 400 Rancho Cordova, CA 95670 (916) 669-3583 MAXIMUS, offers the most comprehensive State Mandate Claim Preparation and Consulting Services available. Our approach has consistently exceeded our client’s expectations.

505 McGregor & Associates 8885 Rio San Diego Dr., Ste. 327 San Diego, CA 92108 (619) 278-0021 Insurance administration, dependent eligibility audit, advocacy program, EAPemployee assistant program purchasing Co-Op, best doctors, enrollment & eligibility tracking.

923 MealTime/The CLM Group 10260 SW Greenburg Rd., Ste. 960 Portland, OR 97223 (503) 452-8848 MealTime POS, Back Office and Online Payment software along with our innovative cashiering terminals and serving line hardware, help serve millions of K-12 students daily.

716 Medical Billing Technologies, Inc. 4244 W. Mineral King Ave. Visalia, CA 93291 559-627-6267 Medical Billing Technologies provides Med-Cal billing services for school districts, county offices, and school-based health centers participating in LEA Medi-Cal Billing, Medi-Cal Administrative Activities, Denti-Cal, and Family PACT. 725 MES Vision P.O. Box 25209 Santa Ana, CA 92799 (714) 619-4661 Full Service Vision Plans utilizing the largest panel of vision care providers in California with access to vision care professionals nationwide. Offering fully-insured and self-funded plans.

907 MetLife Resources 400 Atrium Drive Somerset, NJ 8873 732-652-1345 MetLife Resources, a division of Metropolitan Life Insurance Company, provides retirement funding solutions and other financial services to health care, education, and not-for-profit organizations. MetLife is a leading provider of insurance and financial services.

824 Modus Systems, Inc. 109 Vine Hill School Rd. Scotts Valley, CA 95066 (831) 464-6880 815 Myers-Stevens & Toohey & Co., Inc. 26101 Marguerite Pkwy.

Mission Viejo, CA 92692-3203 (800) 827-4695 Student Accident and Health Insurance 524 MySchoolBucks.com 9700 Village Center Dr., Ste. 50-L Granite Bay, CA 95746 (916) 380-3267 mySchoolBucks is a Visa™/ MasterCARD™ registered online payment provider and a CASBO strategic partner that provides schools with the ability to accept electronic payments for any and all items which can be transacted between your parent community and the school or district.

333 Nick’s Custom Golf Cars 3190 Park Rd. Benicia, CA 94510 (707) 747-5508 We offer sales, service, parts and rentals of golf, passenger and industrial vehicles.

913 Nigro, Nigro & White, PC P.O. Box 1247 Murrieta, CA 92564 (951) 698-8783 We provide high quality audit, forensic accounting, and consulting services to California LEAs. We strive to provide an

April 16-19, 2010 Sacramento, CA 73

Exhibitors outstanding customer service experience.

applications for applicant tracking and transportation.

903 NUTRIKIDS 550 Latona Rd., Bldg. F Rochester, NY 14626 (800)724-9853

733 PFM Financial Services LLC One Corporate Dr., Ste. 101 Bohemia, NY 11716 631-467-0200 How P-card clients can access additional tools to help track spending with businesses.

831, 930 Office Depot Business Services Div. 3366 E. Willow St. Signal Hill, CA 90755 559-452-2953 School/classroom supplies, copy, print & ship/green/recycled.

813 PARS 5141 California Ave., Ste. 150 Irvine, CA 92617 (800) 540-6369 PAR designs, implements and administers complete individualized retirement programs that save public agencies money and enhance employee benefits in the process.

807 Pearson 10911 White Rock Rd. Rancho Cordova, CA 95670 (916) 288-1733 Pearson, the industry leader in SIS solutions, offers districts an unparalleled selection of technologies that address the challenges of achievement, reporting, growth and scalability.

312 Perry-Smith LLP 400 Capitol Mall, Ste. 1200 Sacramento, CA 95814 (916) 441-1000 Since our inception 25 years ago, we have remained focused on providing professional services to California’s education industry.

429 Perseus Associates, LLC 125 Clover Hill Ct. Danville, CA 94526 925-838-8514 We offer consulting for human resources, business services, student demographics, boundary mapping, transportation services and many other areas. Software

823 Pinnacle Claims Management, Inc. 17620 Fitch St. Irvine, CA 92614 949-885-2227 Full Service Third Party Administrator for Employers with Self-funded Health Benefit Plans.

732 Plan Member Services 6187 Carpinteria Ave. Carpinteria, CA 93013 (800) 874-6910 Plan Member Services is an industry leader in providing retirement plan products and services to the educational and nonprofit communities.

721, 723 PreFast Buildings 181 2nd Ave., Ste. 200 San Mateo, CA 94401 (650) 375-5840 x125 PreFast’s ® CHPS Designed, Plantcrafted Buildings® offer California K-12 and Community College Districts the permanent, DSA Pre-Approved, environmentally and financially responsible 21st century learning environment that students, educators and taxpayers are 630 Preferred Meal Systems Inc. 5240 St. Charles Rd. Berkeley, IL 60163 708-318-2500 Preferred Meal Systems provides a quality unitized meal program which includes all the “components” of a full service operation without a major financial investment.

423 Progressive Roofing 7922 Ostro St. San Diego, CA 92111 From maintenance, replacement or waterproffing of your existing roofing, to the design and installation of new applications, the Progressive Roofing network meets and exceeds expectations.

415 Purchasing Power 695 Pylant St. Atlanta, GA 30306 404-609-5720 Purchasing Power is the premier purchase program that makes it possible for employees to buy name brand computers, home appliances and electronics by making manageable payments through payroll deduction.

406 Quiel Bros. Electric Sign Service Co., Inc. 272 S. “I” St. San Bernardino, CA 92410 (909) 885-4476 Full Service Sign Company Electronic Message Units Marquee Signs All DSA Services Provide information and handouts 624 Quintessential School Systems (QSS) 867 American St., 2nd Flr. San Carlos, CA 94070-4101 (408) 981-1136 908 ReLiEF 2355 Crenshaw Blvd., Ste. 200 Torrance, CA 90501 310-212-3344 ReLiEF is the largest property and liability JPA for California public schools. We currently serve 495 member agencies, representing in excess of 2 million ADA and $47 billion in TIV. ReLiEF is comprised of two independent regionally-based programs, SCR a

74 2010 CASBO Annual Conference & California School Business Expo

Exhibitors 306 Robertson Industries, Inc. 4145 W. Mercury Way Chandler, AZ 85226 (800) 858-0519 Manufactures and installs safety surfacing products, including various poured-in-place rubberized surfacing alternatives, synthetic grass-like turf, and unique solutions for areas such as sidewalks and trails.

309 Roebbelen 1241 Hawks Flight Ct. El Dorado Hills, CA 95762 (916) 939-8319 For fifty years, we have specialized in institutional and educational construction projects. Roebbelen provides general contracting, construction management, design-build, lease-leaseback, and value analysis services to our clients. www.roebbelen.com 413 Rowe Technologies, Inc. 6271 McIntyre Way Golden, CO 80403 720-695-3367 A software & hardware system that provides a precise internal control to digitally audit the handling of all cash & checks; all change of custody.

616 RWP Fiber Fall 1313 E. Phillips Blvd.

Pomona, CA 91766 (909) 868-6882 RWP Fiber Fall is Green California’s leading brand of certified and fully compliant engineered wood fibers for K-6 playground safety surfacing. No lower prices anywhere!

302, 304 Saxton Bradley (SBI) 801 SW 16th St., #200 Seattle, WA 98057 425-970-6620 Saxon Bradley offers educationally correct furniture and technology solutions. Exhibit includes VS Furniture, Media Cast, Shuttle and SICD.

912, 914 Schneider Electric 6727 Flanders Drive, Ste. 228 San Diego, CA 92121 (858) 349-2546 713, 715 School Innovations & Advocacy, Inc. 11130 Sun Center Dr., Ste. 100 Rancho Cordova, CA 95670 (800) 669-5127 School Innovations & Advocacy (SI&A) is a full service firm with expertise in categorical support, special education, attendance, mandates and advocacy. With the success of school districts in mind, we deliver solutions for all aspects of school operations that ensure compliance with state requirements and customized consulting for cost effect programs.

402 School Specialty/ Education Essentials P.O. Box 1579 Appleton, WI 54912 (888) 388-3224 School Specialty is a leading education company that provides innovative and proprietary products, programs and services to help educators engage and inspire students of all ages and abilities to learn. The company designs, develops, and provides preK-12 educators with the latest and very best curriculum, supplemental learning resources, and school supplies.

414 SchoolDude.com 11000 Regency Pkwy., Ste. 200 Cary, NC 27518 919-816-8237 622 Schools Excess Liability Fund 1531 I St., Ste. 300 Sacramento, CA 95814 (916) 321-5300 SELF is a member-owned and operated statewide pool for California public education agencies, offering programs in excess liability and excess workers’ compensation.

323 SCS Risk Mgmt. JPA/ SCS Employee Benefits 1012 E. Cooley Dr., Ste. K Colton, CA 92324 (909) 433-0841 507 Security Benefit 1 Security Benefit Pl. Topeka, KS 66636 619-792-0983 Providing 403(b) investments to the education market 30+ years.

Security Benefit provides a full spectrum of products including mutual funds, annuities, and TPA services to nearly every district in the state.

515 Sehi Computer Products 1275 Puerta Del Sol San Clemente, CA 92673 (800) 346-6315 For over 25 years Sehi Computer Products has been committed to meeting the unique technology needs of education by delivering superior customer support and IT services.

717 Self Insured Schools Of California (SISC) 1300 17th St. Bakersfield, CA 93301-1847 (661) 636-4788 916 Seon Design Inc. Unit 111, 3B Burbidge St. Coquitlam, BC V3K7B2 877-630-9366 Seon Design manufactures highperformance digital recorders that combine outstanding image quality with a rugged, tamperproof design built to withstand the rigors of the road.

905 SGI Construction Management 199 S. Hudson Ave. Pasadena, CA 91101 (626) 395-7474

April 16-19, 2010 Sacramento, CA 75

Exhibitors 729 Sierra School Equipment Co. 1911 Mineral Court Bakersfield, CA 93308 (661) 399-2993 The School, Theater, & Office Furniture Specialists. Sierra School Equipment Company is a supplier of classroom furniture, auditorium chairs, gym bleachers, library furniture, cafeteria tables, folding furniture, computer & technical furniture, science casework and furniture, office furniture, lockers, shelving, outdoor and miscellaneous equipment.

809 SOS Survival Products 15705 Strathern St., #11 Van Nuys, CA 91406 (800) 479-7998 A leader in the First Aid, Industrial Safety and Emergency Preparedness Industries since 1989. We offer a multitude of supplies for SCHOOL preparedness including: Classroom Kits, Lockdown Supplies, Campus First Aid Kits, Traffic Safety Supplies, Student E

929 Silver Creek Industries, Inc. 195 E. Morgan St. Perris, CA 92571 (951) 943-5393

805 Southwest School & Office Supply 805 N. Barrington Ave. Ontario, CA 91764 (909) 980-7777 Art, audio visual, furniture, laminating, paper, & stationery supplies.

602, 604 SimplexGrinnell L.P. 6952 Preston Ave., Ste. A Livermore, CA 94551 (925) 273-1541 SimplexGrinnell offers a full line of Integrated Systems Solutions for K-12 Facilities. We provide Fire Alarm/Protection, Emergency Communications, Intercom/ Clock/Telephone, Integrated Security and Financing.

428 Spectrum Communications 226 N. Lincoln Ave. Corona, CA 92882 (909) 371-0549 Spectrum Communications services include: Consultation, Design, Cabling & Maintenance of Voice/Video/Security/Data Networks, Video Surveillance Solutions and Configuration & Installation of Network Hardware.

522 Smartetools LLC 19031 US Highway 18, Ste. 220 Apple Valley, CA 92307 (760) 242-8890 x115 Smartetools provides a fully integrated financial and human resource software system uniquely tailored to the needs of school districts and county offices of education.

525 SSD Systems 1740 N. Lemon St. Anaheim, CA 92801 714-449-9900 Security and fire alarm services include design, installation and monitoring. In addition, we offer life-safety test and inspections with bar coding and web reporting.

915 Solar Monkey 8915 Research Dr., Ste. 100 Irvine, CA 92618 (650) 863-2202 Solar Monkey is a full-service renewable energy provider. We design, engineer, construct, maintain and finance solar energy facilities for commercial and institutional clients.

517 Standard Insurance Co. 1100 SW 6th Ave., Mailstop: T2-2 Portland, OR 97204 971-321-7321 For over 100 years The Standard has been protecting families with disability and life insurance coverage earning a reputation for excellence, innovation and stability.

322 SunGard Public Sector 3 West Broad St., Ste. 1 Bethlehem, PA 18018 (610) 691-3616 Sungard Public Sector offers BusinessPlus. BusinessPlus is part of Plus Solutions, a complete financial, student information, instructional and special education management solution for K-12.

509 SyTech Solutions, Inc. 6001 Midway St. Sacramento, CA 95828 (916) 381-3010 SyTech is a leading document management company specializing in imaging permanent records for schools at a photocopy price. SyTech is MSA and CMAS certified.

700 Tandus, Inc. 4345 Lilac Ridge San Ramon, CA 94582 925-785-1530 314 The Garland Company 3104 O St., #304 Sacramento, CA 95816 (916) 457-6216 Manufacturer of roofing, waterproofing and solar products and systems.

808 The TDS Group 6939 Sunrise Blvd., Ste., 209 Citrus Heights, CA 95610-3153 (916) 485-7973 416 Thompson Engineering 2205 Fleetwood Dr. Riverside, CA 92509 (951) 784-7270 Communications systems: VoIP, Intercom, Telephone PBX, Media Management, Curriculum Presentation System, Public Address.

76 2010 CASBO Annual Conference & California School Business Expo

Exhibitors 632 Time And Alarm Systems 3828 Wacker Dr. Mira Loma, CA 91752 (909) 685-1761 Providing effective communication solutions and seamless integration of building management systems district-wide.

417 Toshiba 9740 Irvine Blvd.

Irvine, CA 92618 949-583-3000 Toshiba’s association with CASBO provides schools with access to cost-effective mobile computing devices that enable improved productivity.

812 Total School Solutions 4751 Mangels Blvd.

Fairfield, CA 94534 (707) 422-6393 512, 514, 516 Troxell Communications 100 N. Hill Dr., Ste. 42 Brisbane, CA 94005 (415) 330-0250 430 Trueline Surfacing 1651 Market St., Ste. B Corona, CA 92880 (951) 817-0777 904 Tyler Technologies, Inc. 370 US Route One Falmouth, ME 4105 (800) 772-2260 Tyler Technologies’ software/ services - financial, student information, transportation, special education, food service, district planning - empower schools to spend more time with students, and less with data.

329 U.S. Communities 2033 N. Main St., Ste. 700 Walnut Creek, CA 94596 (818) 590-2959 U.S. Communities is a nationwide government cooperative purchasing program sponsored

by CASBO. We are the leaders in providing procurement solutions and resources to school districts.

606 UnitedHealthcare Student Resources PO Box 1172 Monterey, CA 93942 (866) 611-3636

with integrity and affordability, highly effectve anti-fraud programs to protect your district’s valuable assets.

731 Valic 2450 Venture Oaks Way, Ste.120 Sacramento, CA 95833 (916) 646-3004 Retirement, investments, and financial planning.

321 Valley Carports 23829 Road 68 Tulare, CA 93274 (559) 686-3867 We provide schools with D.S.A. approved school lunch shelters and walkway covers.

821 Vanir Construction Management, Inc. 4540 Duckhorn Dr., Ste. 300 Sacramento, CA 95834 (916) 575-8888 Vanir Construction Management, Inc. is one of the nation’s leadng program/project/ construction management firms.

Headquartered in Sacramento, California, and with offices throughout California, as well as Arizona, Colorado, Nevada, Louisana, Texas, Virgin 612 Vavrinek, Trine, Day & Co., LLP 8270 Aspen St. Rancho Cucamonga, CA 917294407 (909) 466-4410 Trust a proven leader in providing school district, community college, and charter school audits. VTD’s business services department provides training, workshops, and assistance to districts.

508 Vicenti, Lloyd & Stutzman, CPA’s 2210 E. Route 66, Ste. 100 Glendora, CA 91740 (626) 857-7300 Visit VLS Booth 508 to discover how we deliver efficient audits

701 Virco, Inc. 2027 Harpers Way Torrance, CA 90501 (800) 448-4726 Virco’s great product selection provides diverse seating solutions for K-12, higher learning, and early learning environments.

531 Vision Service Plan (VSP) 111 W. Ocean Blvd., Ste. 1625 Long Beach, CA 90802 (562) 495-3311 VSP Information 803 Windsor Management Group 8950 S. 52nd St., Ste. 309 Tempe, AZ 85284 (888) 654-3293 Windsor Management Group is the developer of InfiniteVisions, K-12’s most trusted Financial and Human Resources software solution. For more about our solution services and support: www.InfiniteVisions.com.

420 Zonar Systems 18200 Cascade Ave. S., Ste. 200 Seattle, WA 98188 206-878-2459 Zonar Systems provides electronic fleet inspection, tracking and operations solutions, enabling fleets to achieve unprecedented gains in operational efficiencies, cost savings and environmental impact.

422 Zuk Financial Group 22953 El Toro Rd. Lake Forest, CA 92630 (949) 472-8480 Zuk Solutions - A premier Third Party Administration/ Management resource for 403(b) and 457 plans helps ensure total transparency and the latest and best business practices.

April 16-19, 2010 Sacramento, CA 77

Resource Guide Accounting & Financial Services RBC Capital Markets

(213) 362-4138 www.rbccapitalmarkets.com Please see our ad on page.......29

Administrative Financial Software QSS

(408) 981-1136 www.qss.com Please see our ad on page.......24

Auditors RBC Capital Markets

(213) 362-4138 www.rbccapitalmarkets.com Please see our ad on page.......29 Keenan & Associates

(310) 212-0363 www.keenan.com Please see our ad on page.......13 Bond Counsel Jones Hall

(415) 391-5780 www.joneshall.com Please see our ad on page.........3

Construction Management SGI Construction Management

(626) 395-7474 www.sgicm.com Please see our ad on page.......49 Vanir CM

(916) 575-8888 www.vanir.com Please see our ad on page.......27 Consulting / Advocacy School Innovations & Advocacy

(800) 487-9234 www.sia-us.com Please see our ad on page......................................7

Consulting Services GASB 45 Solutions

(916) 371-4691 www.csba.org Please see our ad on page.......28 School Services of California, Inc.

(916) 446-7517 www.sscal.com Please see our ad on page......................Back Cover

Emergency 24 Hour Services American Technologies, Inc.

ASCIP

Financial & Facility Planning California Financial Services

California’s Valued Trust

(800) 400-9353 www.amer-tech.com Please see our ad on page.......13

(707) 544-7800 www.calschools.com Please see our ad on page.......80

Financial and Human Resource Software Windsor Management Group

(888) 654-3293 www.infinitevisions.com Please see our ad on page.........2

Financial Consulting Services PFM Financial Services

(800) 891-7910 www.casbo.org Please see our ad on page........... Inside Back Cover

Financial Services Piper Jaffray & Co.

(800) 876-1854 www.PJC.com Please see our ad on page.......66 Security Benefit

(877) 545-1612 www.securitybenefit.com Please see our ad on page.......66 Stone & Youngberg LLC

(800) 447-8663 www.syllc.com Please see our ad on page.........9 Fire & Water Damage Restoration American Technologies, Inc. & American Restoration

(800) 400-9353 www.amer-tech.com Please see our ad on page.......13

Furniture Virco Manufaturing Corp.

(800) 813-4150 www.virco.com Please see our ad on page.......23

Insurance Services/Benefits American Fidelity Assurance Co.

(866) 523-1857 www.afadvantage.com Please see our ad on page.......28

(562) 403-4640 www.ascip.org Please see our ad on page........... Inside Front Cover (559) 437-2960 www.cvtrust.org Please see our ad on page.......12 Keenan & Associates

(310) 212-0363 www.keenan.com Please see our ad on page.......13 Schools Excess Liability Fund (SELF)

(916) 321-5300 www.selfjpa.org Please see our ad on page.......49 Legal Services/Attorneys Dannis Woliver & Kelley

(562) 366-8500 www.DWKesq.com Please see our ad on page.......29 Jones Hall

(415) 391-5780 www.joneshall.com Please see our ad on page.........3 Orbach, Huff & Suarez, LLP

(310) 788-9200 www.Ohslegal.com Please see our ad on page.......34 Mandate Reimbursment School Innovations & Advocacy

(800) 487-9234 www.sia-us.com Please see our ad on page.........7

Network Solutions & Servers & PC Solutions Sehi Computer Products, Inc.

(800) 346-6315 www.sehi.com Please see our ad on page.......15

Professional Project Services Vanir CM (916) 575-8888 www.vanir.com

Please see our ad on page.......27 Public Finance Stone & Youngberg LLC

(800) 447-8663 www.syllc.com Please see our ad on page.........9

78 2010 CASBO Annual Conference & California School Business Expo

Resource Guide Retirement Benefits ING

(909) 980-5512 www.ingretirementplans.com Please see our ad on page.......21 Public Agency Retirement Service

(800) 540-6369 #127 www.pars.org Please see our ad on page.......66 Risk Management Services Schools Excess Liability Fund (SELF)

(916) 321-5300 www.selfjpa.org Please see our ad on page.......49

School Bus Sales Service & Parts Creative Bus Sales

AD INDEX American Fidelity Assurance Co... 28 American Technologies, Inc.......... 13 ASCIP.................. Inside Front Cover California Financial Services.......... 80 California’s Valued Trust................ 12 Creative Bus Sales....................... 12 Dannis Woliver & Kelley ............... 29 Edupoint Educational Systems..... 11 GASB 45 Solutions....................... 28 ING............................................... 21 Jones Hall...................................... 3 Keenan & Associates.................... 13 Orbach, Huff & Suarez, LLP.......... 34

Student Information Services Edupoint Educational Systems

Piper Jaffray & Co......................... 66

Eagle Software

(888) 487-7555 www.aeries.com Please see our ad on page.........1 Transportation Tyler Technologies

(800) 433-5530 www.tylertech.com Please see our ad on page....................................14

Executive Director Brian Lewis

Eagle Software............................... 1

(800) 326-2877 www.creativebussales.com Please see our ad on page.......12

(800) 338-7646 www.edupoint.com Please see our ad on page.......11

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

PFM Financial Services............... Inside Back Cover Public Agency Retirement Service....................... 66 QSS............................................. 24 RBC Capital Markets.................... 29 School Innovations & Advocacy.................................... 7 School Services of California, Inc.................. Back Cover Schools Excess Liability Fund (SELF)........................................... 49 Security Benefit............................ 66 Sehi Computer Products, Inc........ 15 SGI Construction Management..... 49 Stone & Youngberg LLC................. 9 Tyler Technologies........................ 14

Conference Manager Molly McGee Hewitt Managing Editor Jodi Jackson Editorial Assistant Kristen Jacoby Advertising Sales Cici Trino Association Outsource Services, Inc. 115 Spring Water Way Folsom, CA 95630 Tel: (916) 990-9999 Fax: (916) 990-9991 Layout and Design Lori Mattas Printing Copeland Printing The contents of this publication may not be reproduced by any means in whole or in part, without the prior written consent of the publisher.

Vanir CM...................................... 27 Virco Manufaturing Corp............... 23 Windsor Management Group.......... 2

April 16-19, 2010 Sacramento, CA 79

Offered through PFM Financial Services LLC CO-SPONSORED BY CASBO AND ACSA