CASBO 2022 Program Guide by casbopubs

Program Guide

CASBO 2022 Annual Conference & California School Business Expo 1

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4 CASBO 2022 Annual Conference & California School Business Expo

Table of Contents 2022 Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Schedule at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

President Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Chief Executive Officer Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Associate Member Committee Chair Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Annual Conference Committee & Volunteer Task Force Chairs Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Section President Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 CASBO Partners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 CASBO Annual Conference Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 2021-22 Annual Conference Scholarship Recipients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Past Presidents and Conference Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Tips for First-Time Attendees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Expo Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Venue and Hospitality Suites Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Wednesday Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Thursday Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Friday Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Wednesday Workshop Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Thursday Workshop Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Friday Workshop Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 CASBO 2022 Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Advertiser Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

RETURNING THIS YEAR – OnArrival 360 ™ Self-Service Check-In for Pre-Registered Attendees Skip the long lines this year! Visit our self-service kiosk to check into conference and print your badge & event tickets automatically!

Be sure to check the mobile app for up-to-date conference information!

CASBO 2022 Annual Conference & California School Business Expo 5

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2022 Conference Information VACCINATION SCREENING & REGISTRATION LOCATIONS CASBO will be conducting vaccination-or-test screening prior to registration in accordance with our current COVID-19 policy. The vaccination screening station is located inside the West Lobby entrance to the SAFE Credit Union Convention Center (SCUCC) on the first floor. Once you’ve been screened and have received your green wristband, you may proceed to registration, which is located upstairs on the second floor at the east end of the SCUCC.

VACCINATION SCREENING & REGISTRATION HOURS Tuesday, March 29, 11:00 a.m. to 6:00 p.m. Wednesday, March 30, 6:30 a.m. to 6:00 p.m. Thursday, March 31, 7:30 a.m. to 5:00 p.m. Friday, April 1, 7:30 a.m. to 9:00 a.m.

NEW THIS YEAR! The CASBO Relaxation Area! Meet with your friends to play some games and get some fresh air!

MEETING AND EVENT LOCATIONS The General Sessions and workshops will take place at the SCUCC. Please refer to the schedule and session descriptions for room assignments. The California School Business Expo will take place in Exhibit Halls C&D at the SCUCC. Our Professional Council Lunches, New Professionals Mixer, Wednesday and Thursday night social events, and Associate-Member-Hosted Hospitality Suites all will be held at the Hyatt Regency Sacramento Hotel, located just one block south of the SCUCC. The New Professionals Mixer will be held on Wednesday, March 30, from 7:30 to 8:30 p.m. in the Golden State AB Ballroom. Game Night & Dancing will take place on Wednesday, March 30, from 8:00 to 11:00 p.m. in the Regency ABC Ballroom. Hospitality Suites will be open on Thursday, March 31, from 5:30 to 7:30 p.m. (please see page 33 for a complete list of participating companies and Hospitality Suite locations). The Gala Cabaret & Casino Night will take place on Thursday, March 31, from 8:00 to 11:00 p.m. in the Regency ABC Ballroom.

SHUTTLE SERVICE For those of you with hotel accommodations a little further out from our SCUCC and Hyatt Regency Sacramento Hotel venues, we’ve got you covered with complimentary shuttle service. Welcome aboard! Shuttle Hours (continuous loop) Wednesday, March 30, 2022 | Thursday, March 31, 2022: 7:30 a.m. to 9:00 a.m. | 4:00 p.m. to 11:00 p.m. Friday, April 1, 2020: 7:30 a.m. to 11:15 a.m. Round trip to the SCUCC/Hyatt Regency Sacramento Hotel from: Embassy Suites / Citizen Hotel / Holiday Inn / Kimpton Sawyer (Sheraton and Residence Inn not included)

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8 CASBO 2022 Annual Conference & California School Business Expo

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Schedule at a Glance CASBO 2022 Annual Conference & California School Business Expo Sacramento, California | Tuesday, March 29, to Friday, April 1, 2022 TUESDAY, MARCH 29, 2022 10:00 a.m. - 2:00 p.m. Associate Member Committee Scholarship Golf Tournament – Topgolf Roseville 2:30 p.m. - 4:30 p.m. Board of Directors Meeting v 6:00 p.m. - 9:00 p.m. President’s Leadership Recognition Dinner – by invitation v WEDNESDAY, MARCH 30, 2022 8:00 a.m. - 9:00 a.m. Professional Council Workshops u 9:15 a.m. - 10:45 a.m. First General Session u 11:00 a.m. - 12:00 p.m. Professional Council Workshops u 12:15 p.m. - 1:30 p.m. Lunch on Your Own; or Professional Council Lunches – additional purchase required v 1:45 p.m. - 5:15 p.m. Professional Council Workshops u 5:30 p.m. - 7:30 p.m. Grand Opening Reception – California School Business Expo uw 7:30 p.m. - 8:30 p.m. New Professionals Mixer vw 8:00 p.m. - 11:00 p.m. Game Night & Dancing vw Need help navigating Annual Conference?

THURSDAY, MARCH 31, 2022 Visit our Info/Tech Help Desk, located in the SCUCC near Meeting Room B2! 8:00 a.m. - 9:00 a.m. Professional Council Workshops u 9:15 a.m. - 10:45 a.m. Second General Session u 10:00 a.m. - 4:00 p.m. California School Business Expo u 10:00 a.m. - 4:00 p.m. “Blankets of Hope” Community Service project – inside the Expo u 11:00 a.m. - 12:00 p.m. Professional Council Workshops u 12:15 p.m. - 1:30 p.m. Lunch on Your Own; or Professional Council Lunches – additional purchase required v 1:45 p.m. - 3:45 p.m. Designated Expo Time – no workshops in session at this time u 4:00 p.m. - 5:00 p.m. Professional Council Workshops u 5:30 p.m. - 7:30 p.m. Associate Member-Hosted Hospitality Suites vw 8:00 p.m. - 11:00 p.m. Gala Cabaret & Casino Night vw FRIDAY, APRIL 1, 2022 7:00 a.m. - 8:00 a.m. CBO Morning Roundtable – by invitation u 8:00 a.m. – 9:00 a.m. Professional Council Workshops u 9:15 a.m. – 11:15 a.m. Third General Session Breakfast – included in early-bird package; otherwise, additional purchase required v

u Venue: SAFE Credit Union Convention Center v Venue: Hyatt Regency Sacramento Hotel w Note: Attendees must be 21 years of age or older to participate in this event

CASBO 2022 Annual Conference & California School Business Expo 9

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President Greeting

Richard De Nava Assistant Superintendent, Business Services San Bernardino County Superintendent of Schools CASBO President

Welcome to the CASBO 2022 Annual Conference & California School Business Expo – where California’s school professionals will meet for four days to return to our deep connections, continue the work of evolving education leadership and unpack ways to transform the work we do for California’s more than 6 million students. Your commitment to these four days is an investment in the future of your students, your district and your own leadership path. Sacramento is where we’ll gather to shape the new face of education – and the opportunities are plentiful. You have 125 in-depth workshop sessions at your fingertips to fire up your plans, as well as inspiring keynote speakers to open your world to new perspectives. We promise to help you discover how you and your local education agency can make the largest impact and offer the most meaningful guidance to your staff, students, families and communities, as well as find ways to thrive in any changing political landscape. But perhaps what we’re all looking forward to the most – after the passage of three years since our last in-person Annual Conference – is the networking! Here, there’s nowhere better to meet new friends and greet old ones, and if you need to develop a new business partnership, we’ve got that waiting for you too. Our California School Business Expo, though large enough to accommodate 250 vendors, is designed for the personal connections that make the business of schools more efficient, effective and student-focused. I want to extend a big thank you to everyone who has eagerly jumped in to bring this conference to life, and a high five to school business leaders across the state who have committed their time and resources to this important journey. It’s teamwork that gets you through the tough times, and together, we’ll find the path forward, not only for the students of today but for those of tomorrow! Welcome to Sacramento and the victory celebration that’s in store for all of us. That we’ve arrived here is proof of our grit and resilience, and it’s what’s at the core of our mission to help unite school business leaders, hone skills and advance leadership careers.

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CEO Greeting

Tatia Davenport CASBO Chief Executive Officer

Welcome to the CASBO 2022 Annual Conference & California School Expo! It’s going to be a true joy to once again see the smiles and tap into the energy that’s generated when school business colleagues from around the state sit down together and share. This year’s conference promises a smorgasbord of learning opportunities not only on new fronts in our customary learning disciplines, but also by way of in-depth exploration into leadership angles that have always challenged our state’s local education agencies. Of course, we’ll also share lessons learned, ways forward and the strategies needed to continue to meet the needs of California’s students efficiently and effectively in a post-pandemic world. And we’ll take some time to celebrate the many, many wins school leaders experienced over the past two years, despite enormous challenges. The time is now to move forward with boldness and confidence, and come April 1, as a CASBO 2022 attendee, you’ll be well-positioned to be part of the amazing future in store for California education. Thank you for being a part of our commitment to Return. Evolve. Transform. We couldn’t do it without you!

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Associate Member Committee Chair Greeting

David Creech District Vice President AIG Retirement Services CASBO Associate Member Committee Chair

CASBO’s associate members welcome you to the 2022 Annual Conference & California School Business Expo! As associate members, we’re honored and humbled to provide you with thought leadership, expertise and solutions that will help you improve the efficient operation of California’s schools. We stand right beside you in your quest to serve students’ needs and, perhaps more importantly, fuel their dreams. We’re also here to interact with you face-to-face and answer your questions, explain our concepts, listen to your suggestions and feedback, and brainstorm ideas for a better future for your local education agency. And we’re always on call to assist you in the many challenges you face as a school business leader. Our active partnership is unique to CASBO, and one of the most important reasons we are associate members. While in Sacramento, expect to see us presenting at workshops, hosting social events, and exhibiting at the Expo. We take our CASBO roles seriously, so stop by to shake hands, give us your business card or start a conversation. We’re eager to advise you with the benefit of our experience on the issues you’re facing – and learn from your feedback how to be an even better partner in reaching your goals. Let’s do this together! Welcome to Sacramento!

CASBO 2022 Annual Conference & California School Business Expo 15

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Annual Conference Committee & Volunteer Task Force Chairs Greetings

Sara Slater Assistant Director, Fiscal Services Long Beach Unified School District CASBO Annual Conference Committee Chair

Lena Young-Gallardo Director, District Financial Services San Bernardino County Superintendent of Schools CASBO Annual Conference Volunteer Task Force Chair

Welcome! It’s an honor to have you here with us in Sacramento. Our team of professionals has been on fire with ideas for the CASBO 2022 Annual Conference & California School Business Expo, and we’ve had an army of volunteer members step forward to bring you expert instructors, content that evolves in direct response to our state’s budget and policy changes, and in-depth training on today’s foremost topics in educational leadership. Education is, of course, the cornerstone of our organization’s mission, and we have pulled out all the stops to offer a curriculum that meets the diverse needs of our state’s school district leaders. We realize that this year’s conference is not only vital to individual growth – it could be the most important gathering of the decade. We owe it to ourselves and our staffs to transform the adversity of the past two years into an unstoppable energy force that carries our schools into a bright tomorrow. Start circling the sessions you’ll attend to help you navigate the new learning landscape and break down where we came from and what we learned. It’s time to make the most of these moments in Sacramento. Enjoy!

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Section President Greeting

Aaron Heinz Deputy Superintendent, Administrative Services Colusa COE CASBO Sacramento Section President

CASBO’s Sacramento Section welcomes you to California’s capital city for the premier professional development event for school business leaders! We’re honored to host you in our neck of the woods to learn and network in the town that the California Gold Rush put on the map. Many of our section leaders and members are a font of knowledge on all things Sacramento and the surrounding area, so don’t be shy – we’re ready to answer your questions about Annual Conference, give you advice on local restaurants, or point you to the area’s most engaging attractions, such as the Old Sacramento Waterfront, California State Railroad Museum and our State Capitol. Along with these nuggets, we urge you to mine the many conference opportunities we have to offer you while you’re in our zip code, including unparalleled skills and leadership training, keynote addresses that send the imagination soaring, and unique networking activities designed to expand your professional circle. Thank you for joining us for CASBO 2022 in Sacramento. We’re confident that when it’s time for you to head home, you’ll pack more than souvenir t-shirts and Expo swag in your checked luggage – you’ll also take rich memories and a refueled attitude that will serve you well as you return to work in your local education agencies!

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Tune in to the CASBO Podcast!

20 CASBO 2022 Annual Conference & California School Business Expo

Thank You CASBO Partners

STRATEGIC ALLIANCE PARTNERS

now part of

PREMIER PLUS PARTNERS

PREMIER PARTNERS

CASBO 2022 Annual Conference & California School Business Expo 21

Thank You CASBO Annual Conference Sponsors

now part of

Smart business. Smart schools.™

22 CASBO 2022 Annual Conference & California School Business Expo

Duff Erholtz Client Development Administrator Sourcewell

Catherine Collins Senior Key Account Manager Office DEPOT

Erica Gonzales Managing Director Stifel

Tim Gershon K-12 District Manager CDW Education

Neha Verma Sr. Sales Manager, California K-12 Amazon Business

Chuck Luchen National Vertical Market Manager, K-12 Staples

Brad Keenan Vice President AP Keenan

Darin Ditmar, TGPC TPA Relationship Specialist SchoolsFirst FCU

Ashley Cascio Director, Energy Services Climatec

CASBO 2022 Annual Conference & California School Business Expo 23

People CASBO OFFICERS President Richard De Nava, San Bernardino County Supt. of Schools President-Elect Diane Deshler, Lafayette School District Vice President Tina Douglas, San Dieguito Union HSD Immediate Past President Jamie Dial, Kings COE

BOARD OF DIRECTORS Shasta Cascade Section Director Paul Ziegler, Eureka CSD Sacramento Section Director Kristi Blandford, Folsom Cordova USD Northern Section Director Robin Schmitt, Brentwood Union School District Central Section Director Chris Mano, Burton School District Eastern Section Director Katie Hylton, San Bernardino County Supt. of Schools Southern Section Director Thomas Tan, Hacienda La Puente USD San Diego/Imperial Section Director Jennifer Marrone, San Diego USD Associate Member Committee Chair David Creech, AIG Retirement Services Ex Officio Member Tatia Davenport, CASBO

NEW THIS YEAR! The CASBO Relaxation Area! Meet with your friends to play some games and get some fresh air!

ANNUAL CONFERENCE COMMITTEE Chair Sara Slater, Long Beach USD Assistant Chair Judy Miller, Perris Union HSD Immediate Past Chair Chris Davis, Arvin Union SD Accounting Professional Council Chair Jennifer Miller, Moreno Valley USD CBO Professional Council Chair Tina Douglas, San Dieguito Union HSD Child Nutrition Professional Council Chair Dominic Machi, Newark USD Facilities Professional Council Chair M. Angie Lopez, Rialto USD Financial Services Professional Council Chair Catherine Hawes, Bolinas-Stinson Union ESD Human Resources Professional Council Chair Debra Marquez, California University of Science & Medicine Maintenance & Operations Professional Council Chair Paulo Azevedo, San Ysidro SD Payroll Professional Council Chair Mike Stribling, Riverside COE Purchasing Professional Council Chair Derrick Hoffman, Simi Valley USD Retiree Professional Council Chair Guiselle Carreon, Retired Risk Management Professional Council Chair Judy Miller, Perris Union HSD Special Education Professional Council Chair Laura Chism, Beverly Hills USD Technology Professional Council Chair Vacant Transportation Professional Council Chair Carlos Chicas, Capistrano USD Associate Member Committee Representative Lisa Ryker, PBK-WLC

Be sure to check the mobile app for up-to-date conference information!

24 CASBO 2022 Annual Conference & California School Business Expo

ANNUAL CONFERENCE VOLUNTEER TASK FORCE Chair Lena Young-Gallardo, San Bernardino County Supt. of Schools Assistant Chair Vacant Task Force Members Gregg Ethier, Southwest School & Office Supply Katie Hylton, San Bernardino County Supt. of Schools Pat McCaughey, Orange CDE Jon Patterson, COLBI Mike Stribling, Riverside COE Jessi Vassile, KNN Public Finance CASBO President 2021-22 Richard De Nava, San Bernardino County Supt. of Schools CASBO CEO Tatia Davenport CASBO Staff Lori Smith

CASBO STAFF Tatia Davenport, Chief Executive Officer Sara Bachez, Chief Governmental Relations Officer John-Paul Bustamante, Chief Financial Officer/Chief Operations Officer Tracy Petrillo, Chief Learning Officer Elizabeth Esquivel, Senior Director, Policy & Governance Lori Smith, Director, Conference & Events David Loyola, Director, Insight & Analytics Melissa Martinez, Director, Customer Experience Michelle Neto, Governance Liaison Tricia Meister, Manager, Partnerships & Sponsorships Joyce Tribbey, Manager, Communications Cathy Lage-Woods, Manager, Accounting Christina Nordin, Marketing Specialist Priscilla Rios, Professional Development Specialist Bonnie Abramson, Membership Services Specialist Jenny Peterson, Membership Services Specialist Addison Bangs, Project Coordinator Laura Bohannon, Manager, California School Business Expo

ASSOCIATE MEMBER COMMITTEE Chair David Creech, AIG Retirement Services Assistant Chair Vacant Immediate Past Chair Brent Stickler, Southwest School & Office Supply Immediate Past President/Officer Jamie Dial, Kings COE Members John Baracy, Raymond James & Associates Tom Barentson, Southland Industries Keith Brown, AP Keenan Jeff Carew, Forecast5 Analytics, Inc. Chris Cuevas, American Fidelity Gregg Ethier, Southwest School & Office Supply Harold Freiman, Lozano Smith Tim Helm, Image Source Eugene Murray, CASBO Past President 1993-94 Erica Peterson, School Innovations & Achievement Matt Phillips, School Services of California, Inc. Heather Rubio, Christy White Associates Lisa Ryker, PBK-WLC

2021-22 ANNUAL CONFERENCE SCHOLARSHIP RECIPIENTS Laura Castro uv Bonsall USD Annie Chen u San Marino USD Gabriel De La O u Desert Sands USD Christine Fears u Corning Union HSD Gloria Grijalva u Lammersville USD Angelina Guizar u Colusa COE Lisa Knight Colusa COE Brandon Lengtat uv Corning Union HSD Alyssa Low v Alum Rock Union ESD Courtney Liscano u Fresno USD Dina Lorio u Banning USD Maria Rangel Rialto USD Katherine Ray uv Saddleback Valley USD Maribel Suarez uv San Marcos USD Albaelena Tamayo uv Alum Rock Union ESD Leann West uv Los Banos USD

u First-time attendee v Scholarship rolled over from 2021 CASBO 2022 Annual Conference & California School Business Expo 25

Past Presidents PAST PRESIDENTS AND CONFERENCE SITES (Organizational), 1928, Oakland W.E. Whalen, 1928-29, Los Angeles W.E. Record, 1929-30, San Francisco David P. Hardy, 1930-31, Fresno George Yelland, 1931-32, Long Beach L.L. Smith, 1932-33, Bakersfield William H. Cox, 1933-34, Alameda John T. Cate, 1934-35, Coronado J. W. Edgemond, 1935-36, Fresno Arthur A. Knoll, 1936-37, San Francisco John A. Ormond, 1937-38, Riverside S.C. Joyner, 1938-39, Oakland Donald B. Rice, 1939-40, Coronado Walter Barber, 1940-41, N/A Vaughn D. Seidel, 1940-41, El Monte Al P. Mattier, 1941-42, Coronado M.P. Haviken, 1942-43, Fresno John D. Berger, 1943-44, Fresno Clyde S. Yerg, 1944-45, Fresno Louis L. Cunningham, 1945-46, San Diego Harold Yost, 1946-47, Santa Cruz Tom K. Hounsley, 1947-48, Coronado Ralph J. Raitt, 1948-49, Santa Cruz A.S. Nibecker Jr., 1949-50, Coronado Ralph C. Dailard, 1950-51, Hobergs Joseph P. McElligott, 1951-52, Coronado Rhodes Elder, 1952-53, Coronado Thomas H. McCandless, 1953-54, Santa Cruz Donald D. Cunliff, 1954-55, Coronado J.C. Trombetta, 1955-56, San Francisco Myron A. Hesse, 1956-57, Coronado Clifford R. Metz, 1957-58, Los Angeles Owen J. Cook, 1958-59, San Diego George H. Geyer, 1959-60, Fresno George C. McGinnis, 1960-61, Los Angeles Ernest W. Carl, 1961-62, Berkeley Joseph F. Fogarty, 1962-63, Coronado Edgar C. Egly, 1963-64, Bakersfield James C. Roos, 1964-65, Los Angeles Jack R. Sadler, 1965-66, San Francisco Robert A. Webber, 1966-67, Coronado Albert J. Churchman, 1967-68, Fresno Robert G. Barnes, 1968-69, Anaheim H Marshall Hansen, 1969-70, Sacramento Eldon E. Price, 1970-71, Los Angeles Robert L. Michell, 1971-72, San Francisco Robert Fisher, 1972-73, San Diego Richard B. Eaton, 1973-74, Lake Tahoe

Anthony V. Trovato, 1974-75, San Francisco Donald W. Luce, 1975-76, Los Angeles James Graves, 1976-77, San Diego Lewis E. Holtman, 1977-78, Fresno Ira S. Carter, 1978-79, Lake Tahoe John C. Wolfe, 1979-80, San Francisco Herman L. Pede, 1980-81, Los Angeles George C. Palmer, 1981-82, San Diego Peter A Lippman, 1982-83, Fresno Arthur O. Bachelor, 1983-84, Lake Tahoe Carl E. Thompson, 1984-85, Monterey Howard A. Erickson, 1985-86, Anaheim Calvin A. Hall, 1986-87, San Diego Lydia L. Lobdell, 1987-88, Fresno Anthony R. Turcotte, 1988-89, Lake Tahoe Stanley A. Flandi, 1989-90, Monterey Benny E. Langley, 1990-91, Anaheim Marlene Brownell, 1991-92, San Diego Charles Hanson, 1992-93, Fresno Eugene W. Murray, 1993-94, Sacramento Helen D. Kerrian, 1994-95, San Jose David L. Hurlbut, 1995-96, Long Beach Pat Gibbons, 1996-97, San Diego Mary W. Turcotte, 1997-98, Sacramento Charlene Timilione, 1998-99, Anaheim Sarah Hart, 1999-00, Ontario Ron Damschen, 2000-01, Santa Clara Barbara Dean, 2002-03, San Diego Susan Murai, 2003-04, Sacramento Nick Ferguson, 2004-05, Anaheim Pearl Iizuka, 2005-06, San Diego Lora Duzyk, 2006-07, San Jose Bill McGuire, 2007-08, Anaheim Eric D. Smith, 2008-09, San Diego Sharon Ketcherside, 2009-10, Sacramento Renee Hendrick, 2010-11, Anaheim Gary Matsumoto, 2011-12, San Diego Michael Johnston, 2012-13, Long Beach Rich Buse, 2013-14, Sacramento Vince Christakos, 2014-15, San Diego Leeann Errotabere, 2015-16, Pasadena Melissa Anderson, 2016-17, Long Beach Nina Boyd, 2017-18, Sacramento Christina Aguilar, 2018-19, San Diego Molly Schlange, 2019-20, Palm Springs u Jamie Dial, 2020-21, Long Beach v

u Canceled due to the COVID-19 pandemic v Held virtually due to the COVID-19 pandemic

26 CASBO 2022 Annual Conference & California School Business Expo

FINANCING CALIFORNIA’S FUTURE Stifel is the leading underwriter of California K-12 school district bonds.* We assist local districts in providing financing for facility projects and cash flow borrowing, including new construction, modernization, renovation, and technology improvements. Our work with California school districts includes: ■ General Obligation Bonds ■ Mello-Roos Bonds ■ Certificates of Participation/Leases ■ Short-Term Notes and TRANs ■ Refinancing or Restructuring of Previously Issued Bonds We give back to the communities we serve by providing college scholarships to graduating high school seniors through Stifel’s annual Fabric of Society essay competition and by supporting school-related foundations and functions with charitable contributions.

Let us help you achieve your financing goals. Visit www.stifel.com/publicfinance or contact a member of our School Finance Group: Northern California | San Francisco Office Bruce Kerns

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

Erica Gonzalez

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

Roberto J. Ruiz

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

Southern California | Los Angeles Office Dawn Vincent

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

Robert Barna

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

* Source: Thomson Reuters SDC, Ranked No. 1 in California K-12 bonds by par amount and number of issues in 2021. Stifel, Nicolaus & Company, Incorporated Member SIPC & NYSE | www.stifel.com

CASBO 2022 Annual Conference & California School Business Expo 27

Tips for First-Time Attendees WELCOME TO SACRAMENTO! Thank you for joining us! We hope this will be a great start to your first CASBO Annual Conference! Those who have come before you say that this is the best way for you to get technical information and make connections that will enhance your career. And our goal is to make your first conference a wonderful experience. So follow these tips to make the most of your attendance. Then go forth and experience all that conference has to offer!

DURING CONFERENCE: • First, take the time to review the contents of your conference bag so you can note any last-minute additions and changes, as well as new events and opportunities.

• Download the CASBO mobile conference app as soon as you can, and watch for program additions, changes and updates. Use it to plan your agenda, find Expo vendors, download handouts, take notes, evaluate programs and speakers … and more!

• Visit the Info/Tech Help Desk. If you need help navigating conference, this is your “go-to” spot for information. Located in the SCUCC near Meeting Room B2, CASBO volunteers will be on hand to provide you with information and assistance.

• Attend any conference workshop, regardless of your job title or duties. As you peruse the program and plan your agenda, think about your career: What is your next position or promotion? Then choose any workshop that will best help you move forward.

• Attend all the General Sessions. Crafted to bring you dynamic speakers who will enhance you personally and professionally, they’re also a great way to learn more about CASBO.

• Go to the after-hour social events. They are great fun and provide a relaxed networking environment.

CASBO members are friendly – they know how to work hard and play hard – so don’t be afraid you won’t know anyone … Everyone is welcome.

• Be aware that some events require an additional purchase to attend, including the Professional Council Lunches and Third General Session Breakfast*. These are not included in your general registration, so you must have purchased them separately to attend. If there is still space available, you may purchase these events at registration.

• Wear your badge … and your green COVID-19 screening wristband … and have your guests wear them too. These are your passports to all events, including those that require an additional purchase.

• Wear your comfort-level ribbon. If you want your fellow conference-goers to know how you’d like to be greeted – at a distance, with a high five, or with a hug – grab a red, yellow or green ribbon at the Ribbon Kiosk.

*If you purchased the early-bird registration package, the breakfast session is included; otherwise, additional purchase is required.

28 CASBO 2022 Annual Conference & California School Business Expo

• Check in at a “Reconnect & Refuel” Session. Review the Wednesday 8:00 a.m. workshop schedule to see if your discipline is hosting a “meet and greet” this year. It’s a great way to reconnect with your peers and re-energize for the days ahead.

• Bring your business cards. Make the most of the many networking opportunities that conference offers. • Be sure to enter contests on the Expo floor. You can win gift cards and a variety of cool door prizes! • Wear comfortable shoes. You’ll be doing lots of walking … to and from the hotels and throughout the conference venues.

• Be professional at all times, and take care with your social media posts. Remember, you’re attending the premier event for school business professionals – the last thing you want is to have your attendance or your job placed in an unfavorable light.

• Be smart. This is an urban environment, and while we do our best to keep our attendees safe, you need to be smart with your person and your belongings.

• Please note, no children under age 21 are allowed on the Expo floor, in the Hospitality Suites or at any of the evening social events. This is for their own safety and protection.

Workshop descriptions begin on page 46 and are arranged by date & discipline. To see an hourly comparison of all workshops, refer to the foldout schedule or check the mobile conference app! Be sure to check the mobile app for up-to-date conference information!

AFTER CONFERENCE: • Make suggestions. Use the mobile app, conference workshop evaluation forms and post-conference surveys to send us your ideas on how to make future conferences better.

• Share the information you’ve learned with your employer and co-workers, whether it’s a workshop handout, an idea you heard, a speaker who motivated you, or a service or item that you discovered in the Expo. Show your employer and local education agency the value of your attendance at conference so they’ll encourage and allow you to participate again next year.

• Join our team! If you’re not yet a CASBO member, ask yourself, “Why not?” After all, you’ve just witnessed how our members’ involvement at the local section level, on our Professional Councils and in our leadership has improved their careers. Become a CASBO member and improve yours too!

CASBO 2022 Annual Conference & California School Business Expo 29

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30 CASBO 2022 Annual Conference & California School Business Expo

Expo Information CALIFORNIA SCHOOL BUSINESS EXPO 250 exhibitors will participate in the 2022 California School Business Expo at the SAFE Credit Union Convention Center. Join us for activities, food and networking 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 OPENING Wednesday, March 30, 2022 5:15 p.m. to 5:30 p.m. West Campus High School Sacramento City USD Entrance to Exhibit Halls C&D SAFE Credit Union Convention Center GRAND OPENING RECEPTION Monday, March 30, 2020 5:30 p.m. to 7:30 p.m. Exhibit Halls C&D SAFE Credit Union Convention Center

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

Be sure to check the mobile app for up-to-date exhibitor information!

Our exhibit opening on Wednesday will include hundreds of companies offering leading-edge information in their respective specialties and service areas, as well as a variety of food and beverages, compliments of the exhibiting companies. EXPO HOURS Thursday, March 31, 2022 10:00 a.m. to 4:00 p.m. The exhibit hall will be closed for lunch from 12:15 p.m. to 1:30 p.m. You may purchase separately one of the Professional Council Lunches being held at the Hyatt Regency Sacramento Hotel, or enjoy some of the fabulous restaurants in Sacramento located near and around the SCUCC. DESIGNATED EXPO HOURS (no workshops will be in session at this time) Thursday, March 31, 2022 1:45 p.m. to 3:45 p.m. SPECIAL GAME TICKETS AND PRIZES Scratch-off tickets are available each day at the Expo for opportunities to win cash and prizes! Drawings will be held daily and winners will be announced at the Expo. Prizes can be picked up at CASBO Island.

CASBO 2022 Annual Conference & California School Business Expo 31

Venue and Hospitality Suites Information SAFE Credit Union Convention Center 1400 J Street Sacramento, California 95814

Hyatt Regency Sacramento Hotel 1209 L Street Sacramento, California 95814

MEMORIAL AUDITORIUM

Located in downtown Sacramento, the SAFE Credit Union Convention Center Complex hosts a wide range of venues, including theaters, ballrooms, exhibit halls and meeting rooms. Located just north of the California State Capitol, this urban destination is steps away from first-class accommodations, including the Hyatt Regency Sacramento Hotel where many of our conference activities will take place. Within easy walking distance, you’ll also find cultural attractions, including museums and art galleries; purveyors of Sacramento’s famous “farm-to-fork” cuisine; and historical points of interest, such as the Veterans Memorial and Leland Stanford Mansion. From the wooden boardwalks of Old Sacramento to the beautiful rose garden nestled inside Capitol Park, your trip to Sacramento will yield a diverse set of experiences at Annual Conference! (one way)

J Street

Bus Drop off

Entrance Sheraton Grand

NORTH LOBBY: Level 1

Office

Saint Paul’s Church

34,200 sq.ft.

37,800 sq.ft.

33,000 sq.ft.

55,000 sq.ft.

Level One

N W

15th Street

(one way)

13th Street

K Street Mall

Truck Access

Covered Loading Docks

Elevator Service Elevator Freight Elevator Escalator Stairway Restrooms Airwall Adjustable dock plates

Loading Bays 68' long with 14' max height

Pillars

Access to Halls A & B

BOX OFFICE

Entrance

WEST LOBBY: Level 1

Entrance

K Street

(one way)

159,509

B-D COMBINED

121,764

C-D COMBINED

87,714

30’

A11

30’ 30’

352’ x 250’

LOBBIES 18' x 273'

WEST LOBBY (L1)

10,366

70’ x 146’

EAST LOBBY (L1)

4,528

55’ x 80’

8,119

A10

5,849

2,517

2100

1896

210

2,270

1984

1768

15 14

213 13 12 348

2,192

1996

3,657

3308

472

4,787

3768

901 B1 684 476

687

6,979

1053

811

5656

B7 10,636

8936

8,119 B9 5,849

564

7396 5236

2 | Visit Sacramento

WEST LOBBY: Level 1 1

1720 3824

Restrooms 4930 Airwall 7680 Adjustable dock plates 5710

5728 8832 7072 5032

756 10 1036

**Note: Maximum occupancy for lobbies includes registration areas located in these lobbies.

Ballroom A Pre-Function

1700 Elevator 1610 Service Elevator 1490 Freight Elevator 2690 Escalator 3380 Stairway

Loading Bays 68' long with 14' max height

4350 Pillars

MAX OCCUPANT LOAD WITH UNOCCUPIED N E XHIBIT HALL**

MAX OCCUPANT LOAD WITH OCCUPIED EXHIBIT HALL** B8 A8 B6 B2 B4 76 B10 A7 104

DINING 2 (10 PER 72” TABLE)

3088

MR 9-11 Pre-Function

7,560

597

NORTH LOBBY (L1)

G1 6,979

10,636

30’ A4

406

2,192

Ballroom B

104,666

172 16 304

4,787

Ballroom A

A-C COMBINED A-D COMBINED

3,657

30’ Back of the House

239

NORTH LOBBY: Level 1

7070 Sq Ft

250’ x 220’ (no public 30’ access) 250’ x 288’ 30’

DINING 1 (8 PER 60” TABLE)

Outdoor Terrace: Level 2

250’ x 132’

71,795

CLASSROOM (4 PER 18” TABLE)

Ballroom B Pre-Function

32,871 54,843

A-B COMBINED

217

189

Kitchen/Operations (no public access)

BALLROOM A + MEETING ROOMS 1 – 4

EXHIBIT HALL C EXHIBIT HALL D

2,517 2,270

THEATER SEATING (MAX.)

EXHIBIT BOOTHS (8X10)

Marriott Residence Inn

34,050

(one way)

37,745

EXHIBIT HALL B

SAFE CREDIT UNION 250’ x 150’ 30’ PERFORMING ARTS CENTER 250’ x 138’ 30’

EXHIBIT BOOTHS (10 X 10)

Green Rooms G1 & G2

EXHIBIT HALL A

15,000 sq.ft. OUTDOOR ACTIVITY PLAZA DIMENSIONS CEILING MAX (APPROX.) HEIGHT OCCUPANT LOAD

14th Street

TOTAL SQ.FT.

Hyatt Regency

Level Two: West

EXHIBIT HALLS

Welcome to the next level. Literally.

Entrance

EAST LOBBY: Level 1

E S

11 S

452

EAST SAFE Credit Union Convention Center LOBBY: Level 1

Elevator

Service Elevator

Freight Elevator

Escalator

Stairway

32 CASBO 2022 Annual Conference & California School Business Expo

Restrooms

Airwall

3 | Visit Sacramento

SAFE Credit Union Convention Center

ASSOCIATE MEMBER-HOSTED HOSPITALITY SUITES Thursday, March 31, 2022 5:30 p.m. to 7:30 p.m. Hyatt Regency Sacramento Hotel Participating Companies and Suite Locations First Floor American Fidelity / Sierra School Equipment Co. Trane Paymerang Schneider Electric

Vines Café Regency D Ballroom Regency E Ballroom Regency F Ballroom

Second Floor Alliant Insurance Services, Inc. Blach Construction

Big Sur AB Ballroom Golden State AB Ballroom

Fifteenth Floor School Services of California, Inc.

Capitol View Room

FLOOR PLAN Second Floor

FLOOR PLAN First Floor

SEQUOIA BOARDROOM

REGENCY BALLROOM TAHOE

REGENCY B

REGENCY C

SUBDIVISION CORRIDOR

REGENCY D

REGENCY E

BIG SUR A

CAPITOL BOARD ROOM

SANTA BARBARA

TRINITY

CARMEL AB

PREFUNCTION AREA

GOLDEN STATE A B

BALLROOM FOYER

REGENCY A

VENTURA

REGENCY F

FLOOR PLAN 15th Floor

BALCONY

INNOVATION ROOM

BALCONY

CAPITOL VIEW ROOM

ELEVATORS

BALCONY

CASBO 2022 Annual Conference & California School Business Expo 33

Wednesday Events FIRST GENERAL SESSION Wednesday, March 30, 2022 9:15 a.m. to 10:45 a.m. Ballroom A SAFE Credit Union Convention Center Student Entertainment & Color Guard C.K. McClatchy High School Sacramento City USD National Anthem C.K. McClatchy High School Sacramento City USD Call to Order and Welcome Richard De Nava CASBO President Introduction of CASBO Officers and Past Presidents Keynote Speaker Sponsored by CASBO Premier Plus Partner Office DEPOT JP Pawliw-Fry, Ph.D.

Need help navigating Annual Conference? Visit our Info/Tech Help Desk, located in the SCUCC near Meeting Room B2!

CALIFORNIA SCHOOL BUSINESS EXPO OPENING Wednesday, March 30, 2022 5:15 p.m. to 5:30 p.m. Entrance to Exhibit Halls C&D SAFE Credit Union Convention Center Music provided by: West Campus High School Sacramento City USD GRAND OPENING RECEPTION Wednesday, March 30, 2022 5:30 p.m. to 7:30 p.m. Exhibit Halls C&D SAFE Credit Union Convention Center Visit 250 exhibits with educational information. Meet suppliers and service providers. Find solutions to district problems. Discover new technology and products. Win prizes. Enjoy food and drink. Visit CASBO Island. NEW PROFESSIONALS MIXER Wednesday, March 30, 2022 7:30 p.m. to 8:30 p.m. Golden State AB Ballroom Hyatt Regency Sacramento Hotel If you’ve got less than five years under your belt in school business, stop by for a beverage and a nosh and network with others like you who are just starting out in this industry. Make new friendships that might last a lifetime! GAME NIGHT & DANCING Wednesday, March 30, 2022 8:00 p.m. to 11:00 p.m. Regency ABC Ballroom Hyatt Regency Sacramento Hotel Enjoy the fun of games and DJ-led music. Join your friends and dance the night away!

34 CASBO 2022 Annual Conference & California School Business Expo

JP PAWLIW-FRY, Ph.D. Institute for Health & Human Potential JP Pawliw-Fry, Ph.D., is an emotional intelligence keynote speaker, peak performance expert and New York Times bestselling author who challenges groups to think differently about human behavior and leadership and advises them on how to manage the pressure that is overtaking so many organizations and individuals today. Organizations face big challenges, whether from an accelerated rate of change, the threat of disruption, ambitious targets or aggressive competition. They can only overcome these challenges with exceptional and authentic leadership. For over 20 years, Dr. Pawliw-Fry’s curiosity and passion for helping people manage their emotions has driven his research-based approach (his organization surveys over 38,000 people a month) in developing science-based skills and tools required to build a culture of exceptional leadership. His work with leaders from Fortune 500 companies such as Goldman Sachs, Intel, Coco-Cola and Johnson & Johnson, as well as the U.S. Marines, Olympic athletes, and NBA and NFL teams, has provided him with considerable opportunities to test his science-based tools in high-pressure environments. He knows what works when leaders face their most significant challenges. As a provocative and highly captivating speaker and thought leader, Dr. Pawliw-Fry brings engaging stories and a lot of fun to every keynote, providing real tools to help teams leverage the power of vulnerability and empathy and teaching the science of emotional intelligence to embrace pressure and manage the disruption and challenges they are facing.

When Dr. Pawliw-Fry is not traveling the globe, he can be found reading, out dancing, or cherishing time with family. An avid and enthusiastic athlete, he loves to participate in a variety of sports, including running, volleyball, hockey and swimming, and considers himself a “professional” rugby fan. (It’s no coincidence that he loves working with professional and Olympic athletes!) Join us on Wednesday morning for Dr. Pawliw-Fry’s high-content and enormously inspiring leadership presentation that will include a fascinating multimedia show and leave you with strategies you can implement the very next day to make a real difference in your workplace and in your community’s schools!

Dr. Pawliw-Fry is a contributing columnist for “The Economic Times,” the second-highest circulation newspaper in the world; and the author of “Performing Under Pressure: The Science of Doing Your Best When it Matters Most,” published in 65 countries with multiple translations.

CASBO 2022 Annual Conference & California School Business Expo 35

Thursday Events SECOND GENERAL SESSION Thursday, March 31, 2022 9:15 a.m. to 10:45 a.m. Ballroom A SAFE Credit Union Convention Center Student Entertainment Elk Grove High School Elk Grove USD Call to Order and Welcome Richard De Nava CASBO President Presentation of Election Results Jamie Dial CASBO Immediate Past President and Nominations & Elections Committee Chair Introduction of Incoming CASBO Officers Installation of CASBO 2022-23 President Richard De Nava CASBO President Remarks Diane Deshler CASBO President-Elect Keynote Speaker Sponsored by CASBO Strategic Alliance Partner Forecast5 Analytics, Inc., now part of Frontline Education Joe Sanfelippo, Ph.D. CALIFORNIA SCHOOL BUSINESS EXPO Thursday, March 31, 2022 10:00 a.m. to 4:00 p.m. Expo closed for lunch from 12:15 p.m. to 1:30 p.m. 1:45 p.m. to 3:45 p.m. Expo designated hours: No workshops in session! Exhibit Halls C&D SAFE Credit Union Convention Center Visit 250 exhibits with educational information. Meet suppliers and service providers.

“BLANKETS OF HOPE” COMMUNITY SERVICE PROJECT Hosted by CASBO Premier Plus Partner AP Keenan Thursday, March 31, 2022 10:00 a.m. to 4:00 p.m. Inside the Expo | Exhibit Halls C&D Join us as we fill warm socks with hygiene items and roll it all up inside a cozy blanket, ready to donate to Sacramento-area homeless shelters. Stop by the tables located on the left wall of the Expo, and help us make a difference in someone’s life! ASSOCIATE MEMBER-HOSTED HOSPITALITIES Thursday, March 31, 2022 5:30 p.m. to 7:30 p.m. Hyatt Regency Sacramento Hotel I Various Rooms See page 33 for companies and locations Enjoy an evening of hospitality, thanks to our CASBO associate members! The Annual Conference Volunteer Task Force asks you to observe these guidelines: • Meet a company representative from each suite and offer your thanks for their generosity. • Enjoy all hospitalities in moderation, and please do not drink and drive. • Wear your conference badge and green COVID-19 screening wristband. • Remember that persons under the age of 21 are not allowed. GALA CABARET & CASINO NIGHT Thursday, March 31, 2022 8:00 p.m. to 11:00 p.m. Regency ABC Ballroom Hyatt Regency Sacramento Hotel Casino style games and dancing! Redeem your free chip (located in your conference bag) for casino play and the chance to win prizes. Then dance all night with your friends to DJ-led music!

36 CASBO 2022 Annual Conference & California School Business Expo

JOE SANFELIPPO, Ph.D. Fall Creek School District, Wisconsin Joe Sanfelippo, Ph.D., is superintendent of the Fall Creek School District in Fall Creek, Wisconsin, named an Innovative District in 2016 and 2017 by the International Center for Leadership in Education. (Go, Crickets!) Dr. Sanfelippo started the #1minwalk2work Leadership Challenge, wherein he shares leadership ideas he thinks about during his one-minute walk to work each day. He is also the co-author of “The Power of Branding: Telling Your School’s Story,” “Principal Professional Development: Leading Learning in the Digital Age,” and “Hacking Leadership: 10 Ways Great Leaders Inspire Learning That Teachers, Students, and Parents Love.” Dr. Sanfelippo was selected as one of 117 “Future Ready Superintendents” in 2014 and one of 50 “Superintendents as a Personalized Learning Leader” in 2016 by the U.S. Department of Education and attended summits at the White House for both distinctions. The online education news publication Education Dive selected Dr. Sanfelippo as one of their five “K-12 Administrators to Watch” in 2018 and in 2019 named him their National Superintendent of the Year. He has been a featured speaker in multiple states in the areas of advancing the use of social media for school leaders, telling your school story, creating a culture of “yes” and personalized professional growth for staff. An adjunct professor in the Educational Leadership Department at Viterbo University, Dr. Sanfelippo has taught kindergarten, 2nd grade and 5th grade. He was also a school counselor and high school coach prior to taking on an elementary principal position in 2005. He has served as a principal in both suburban and rural Wisconsin.

Dr. Sanfelippo holds a B.A. in Elementary and Early Childhood Education from St. Norbert College in De Pere, Wisconsin; an M.S. in Education Psychology from the University of Wisconsin, Milwaukee; and an M.S. in Educational Leadership and a Ph.D. in Leadership, Learning, and Service from Cardinal Stritch University in Milwaukee, Wisconsin. Join us on Thursday morning for an enthusiastic, thought-provoking and energetic keynote that will empower you to go out and make a difference in your local education agencies!

Be sure to check the mobile app for up-to-date conference information!

CASBO 2022 Annual Conference & California School Business Expo 37

Friday Events CBO MORNING ROUNDTABLE Friday, April 1, 2022 7:00 a.m. to 8:00 a.m. Meeting Room B3 SAFE Credit Union Convention Center An in-person version of our popular virtual session that’s held each first and third Friday of the month. If you’re a CBO or similar executive-level leader who’d like to connect about the everyday aspects of leading a successful local education agency, join us! THIRD GENERAL SESSION BREAKFAST additional purchase required* Friday, April 1, 2022 9:15 a.m. to 11:15 a.m. Regency Ballroom Hyatt Regency Sacramento Hotel Welcome Richard De Nava CASBO President Introduction of Session Tatia Davenport CASBO Chief Executive Officer

In an effort to prepare for and embrace change in our industry that will occur as a result of our state’s economy, returning this year is our noted CASBO Economic Summit, a session covering economic perspectives and trends for the coming year. Created to provide members with essential information on the current and future economic, demographic and workforce factors that affect California’s public schools, this year’s summit again will feature renowned economic, demographic and workforce experts, who will offer their individual insights on what we can expect in 2022-23. Not offered to school business officials anywhere else in California, this data-driven and expert-directed program provides you with key information on economic issues relating to business and education in our state. It’s a “must attend” for all CASBO members. Plan more effectively for your future and that of your local education agency – join us to get a first glimpse of next year’s forecast from an expert panel of prognosticators! Panel Members Emma Dorn, Senior Knowledge Expert, McKinsey & Company Kevin Gordon, President and Partner, Capitol Advisors Group, LLC Robert Kleinhenz, Ph.D., Principal Economist, Kleinhenz Economics Matt Phillips, Director, Management Consulting Services, School Services of California, Inc. Adam Regele, Senior Policy Advocate, California Chamber of Commerce

*If you purchased the early-bird registration package,

the breakfast session is included; otherwise, additional purchase is required.

38 CASBO 2022 Annual Conference & California School Business Expo

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All of us at School Services of California Inc. thank California’s school business officials for their resourcefulness, tenacity, and leadership. We are here to support you as you work tirelessly to educate California’s next generation of leaders. Public Education’s Point of Reference for Making Educated Decisions Since 1975 1121 L Street, Suite 1060 Sacramento, CA 95814 (916) 446-7517 www.sscal.com 42 CASBO 2022 Annual Conference & California School Business Expo

Sustainable Energy Programs for California Schools Comprehensive • Funded • Assured

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Solutions that put students first

With decades of experience serving K–12 schools, we make procurement easier. So you can focus on what matters most — your students. StaplesAdvantage.com Business Essentials I Facility Solutions I Mailroom and Shipping Supplies Technology Solutions I Furniture Solutions Print & Marketing Services I Promotional Products

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Big change = big opportunity Help your employees take advantage of the recent changes to Public Service Loan Forgiveness Learn more Horace Mann Service Corporation and certain of its affiliates (Horace Mann) enter into agreements with educational associations where Horace Mann pays the association to provide services aimed at familiarizing association members with the Horace Mann brand, products or services. For more information, email your inquiry to association.relations@ horacemann.com.

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CASBO 2022 Annual Conference & California School Business Expo 45

Wednesday Workshop Sessions ACCOUNTING SESSION ID: ACT10 LOCATION: Room B1 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Accounting Networking Session All attendees working in the accounting discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: ACT11 LOCATION: Room B1 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Special Education Maintenance of Effort It’s important to monitor your district’s special education maintenance of effort throughout the year. In this work-shop, you’ll learn ways to review special education spending throughout the year. PRESIDER: Calli Coleman, Accountant III, SELPA, Shasta COE SPEAKER: Mark Curtis, Special Education Financial Expert, San Diego COE SESSION ID: ACT13 LOCATION: Room B1 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Audit Guide Overview In this workshop, we’ll cover all recent and relevant changes to the Audit Guide. Join us to learn how you can stay out of trouble! PRESIDER: Jennifer Miller, Director of Business Services, Moreno Valley USD SPEAKER: Scott Gustafsson, CPA, CFE, Partner, Eide Bailly LLP SPEAKER: Jennifer Hall, CPA, Senior Manager, Crowe LLP SESSION ID: ACT14 LOCATION: Room B1 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Using Infographics to Improve Your Presentations In your presentations, it’s important to present information quickly and clearly. In this workshop,

we’ll help you improve your audience cognition by demonstrating how you can use graphics that enhance the human visual system’s ability to see patterns and trends in order to empower stakeholders of varying interests and backgrounds. PRESIDER: Jennifer Miller, Director of Business Services, Moreno Valley USD SPEAKER: William Pickering, Chief Business Official, Alpine Union SD

CHARTER SCHOOLS SESSION ID: CS10 LOCATION: Room 6+7 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Charter Schools Networking Session All attendees working in the charter schools discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: CS11 LOCATION: Room 6+7 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Equity by Design: Using Planning to Identify and Implement New Standards This workshop is all about using planning to identify more ways to improve equity throughout school districts. Using Sacramento City Unified School District as a case study, participants will learn how equitybased project prioritization evolved. For Sacramento City USD, this process involved moving beyond a facility-centric view to embrace research-based data on underserved student groups, as well as a systematic protocol for allocating funding that develops institutional accountability for equitable student outcomes. SPEAKER: Anton Blewett, Senior Associate, DLR Group SPEAKER: Leigh Sata, Vice President, Operations and Capital Projects, California College of the Arts SPEAKER: Regina Stanback Stroud, Ed.D., Critical Race Theory Scholar, RSS Consulting LLC

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SESSION ID: CS13 LOCATION: Room 6+7 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Safety From the Inside Out Safety is about more than the hardening of schools. It’s about creating social, emotional, intellectual and physical safety for students (and staff) from the inside out by building embedded social-emotional skills, increasing trauma awareness, and using a “pro-social” ecosystem to build a culture of trust and caring, as well as being trauma-ready. In this workshop, we’ll provide you with some easy-to-implement best practices, as well as additional resources to design learning ecosystems that cultivate safety. SPEAKER: Linda Gail Walker, Executive Director of Impact and Innovation, MeTEOR Education SESSION ID: CS14 LOCATION: Room 6+7 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: AB 130: Long-Term Implications on Charter Instructional Programs and Charter Oversight Assembly Bill 130 amended the Education Code to require local education agencies to offer independent study during the 2021-22 school year and identifies the type of staff who can provide different components of independent study. This requirement added new rules for many LEAs and created options for charters that did not previously offer non-classroom-based instruction. Along with adding a non-classroom-based requirement, AB 130 added required practices for nonclassroom-based instruction. In this workshop, we’ll discuss the implications of AB 130 on charter oversight and instructional program design. SPEAKER: Michael Brubaker, Director of Operations, Visions in Education SPEAKER: Larry Falcon, Controller, Visions in Education SPEAKER: Jeffrey Hunt, Director, Charter Schools, Fresno County Supt. of Schools SPEAKER: Marko Mosunic, Fiscal Services Manager, Visions in Education

SESSION ID: CS15 LOCATION: Room 6+7 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Evaluating Charter School Fiscal Viability: New Toolkit In this workshop, we’ll guide participants in the use of the fiscal review section of the new California Charter Authorizing Professionals/WestEd Annual Report Toolkit and provide an overview and discussion of the recent changes to charter school law that fiscally impact charter schools. This session will benefit district and county charter oversight staff who are responsible for reviewing the fiscal health of charter schools. SPEAKER: Debi Deal, Forensic Auditor; and Board Member, California Charter Authorizing Professionals SPEAKER: Brianna Garcia, Vice President, School Services of California, Inc.; and Board Member, California Charter Authorizing Professionals SPEAKER: Tom Hutton, Executive Director, California Charter Authorizing Professionals SPEAKER: David Patterson, President, California Charter Authorizing Professionals

CHIEF BUSINESS OFFICIALS SESSION ID: CBO10 LOCATION: Room B3 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: CBO Networking Session All attendees working in the chief business official discipline are welcome to join this informal meet-andgreet and enjoy a continental breakfast. Welcome back to Annual Conference!

Workshop descriptions are arranged by date and discipline. To see an hourly comparison of all workshops, refer to the foldout schedule or check the mobile conference app!

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Wednesday Workshop Sessions CHIEF BUSINESS OFFICIALS SESSION ID: CBO11 LOCATION: Room B3 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Top 10 Mistakes CBOs Make in Piggyback Bids In this workshop, we’ll cover the use of piggyback bids and identify some common mistakes made by chief business officials/purchasing agents in their use. SPEAKER: Robin Schmitt, Chief Business Official, Brentwood Union SD; and State Director, CASBO Northern Section SPEAKER: David Soldani, Partner, Atkinson, Andelson, Loya, Ruud & Romo SESSION ID: CBO13 LOCATION: Room B3 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Capitol Insights: The State Outlook on Education This session will provide an overview of the myriad issues in the 2021-22 legislative session, including the state’s fiscal conditions, the future of school funding, infrastructure and facilities support, and more. Join us to learn and gain an “insider’s look” at what’s in store for the second half of the legislative session and learn about CASBO advocacy efforts that are underway to support local education agencies. SPEAKER: Sara Bachez, Chief Governmental Officer, CASBO SPEAKER: Elizabeth Esquivel, Senior Director of Policy & Governance, CASBO SESSION ID: CBO14 LOCATION: Room B3 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Elevating Educators: Reduce Stress, Retain Talent and Redefine Workspaces for Educators This workshop will address the connections between challenges faced by school districts related to teacher turnover and facility condition and the various tools and approaches aimed at finding solutions. Big ideas framing the discussion include viewing the classroom

and teacher workplace as an ecosystem – one that meets and exceeds basic human neurological and emotional needs. You’ll leave with a sampling of the tools districts could employ to move from well-designed to well-utilized spaces and a better understand of the teaching and learning experience. SPEAKER: Casino Fajardo, Senior Program Manager, Splice SPEAKER: Janea Marking, Associate Superintendent/Chief Business Official, Santa Ana USD SPEAKER: Kate Mraw, Director of K12, LPA Design Studios SESSION ID: CBO15 LOCATION: Room B3 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Ready, Set, GO! Planning for a Future Bond Measure The next few years offer prime opportunities for general obligation (GO) bond measures. Planning for an election starts with evaluating facility needs, assessing financial capacity and political readiness, and then crafting a sound and lawful bond measure through a transparent community and governing board process. Depending on your district, this may be easier said than done, so learning and preparation is key. In this workshop, we’ll bring together a group of experts (including representatives from a district that successfully passed a GO bond) who will share their best tips for success with you. SPEAKER: Charles Heath, Partner, Strategy & Communications, TBWBH Props & Measures SPEAKER: Jason List, Principal, Isom Advisors SPEAKER: Janet Mueller, Attorney, Dannis Woliver Kelley SPEAKER: Jennifer Nerat, Assistant Superintendent, Business Services, La MesaSpring Valley SD

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CHILD NUTRITION

SESSION ID: CN14 LOCATION: Room B10 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: The Eat REAL Certified™ Program The non-profit organization Eat REAL has focused on changing the way students eat at school, working with districts to reduce the amount of sugar served to students, address the removal of 85 preservatives, and serve wholesome and nutritious food. In this workshop, we’ll show you how your district’s food service program can accomplish this goal at no additional cost while serving higher quality and nutritious food to your students. SPEAKER: Nora LaTorre, Chief Executive Officer, Eat REAL Certified™ SPEAKER: Kristin Zellhart, Nutrition, Standards & Certification Manager, Eat REAL Certified™

SESSION ID: CN10 LOCATION: Room B10 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Child Nutrition Networking Session All attendees working in the child nutrition discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: CN11 LOCATION: Room B10 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Importance of Meal Applications During Universal Meals in the 2022-23 School Year Meal applications play a major role in unduplicated count numbers needed for your district’s Local Control Funding Formula. In this workshop, you’ll learn the importance of the meal application process and returnto-meal application processing in the 2022-23 school year. Join us to see how you’ll need to advertise this importance to parents while universal meals are happening at the same time. SPEAKER: Angie Vickroy, Administrative Secretary, Food & Nutrition Services, Mt. Diablo USD SESSION ID: CN13 LOCATION: Room B10 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: How to Continue to Serve High-Quality Food During the Procurement and Supply Chain Crisis In the 2021-22 school year, all district food service programs have experienced major supply chain issues, ranging from orders not being fulfilled to long lead times needed for vendors. In this workshop, we’ll discuss some strategies for getting what you need so you can serve your students during the supply chain crisis. SPEAKER: Vince Caguin, Executive Director of Nutrition Services and Warehousing, Natomas USD

SESSION ID: CN15 LOCATION: Room B10 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: How to Fully Utilize USDA Commodity Foods in the Child Nutrition Program to Help the Financial Bottom Line The USDA Commodity Food Distribution Program supports the financial bottom line of school food service programs. Typically, these programs are members of a commodity purchasing cooperative, but knowing which cooperative fits best with your program is key. In this workshop, we’ll discuss this as well as how to use cheese, fully cooked chicken, and many other products at $2.85 per case to help your school food service programs reach its financial goals. SPEAKER: Dominic Machi, Director of Food & Nutrition Services and Warehouse, Mt. Diablo USD; and Chair, CASBO Child Nutrition Professional Council

Don’t miss the Expo Opening on Wednesday at 5:15 p.m.!

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Wednesday Workshop Sessions FACILITIES SESSION ID: FAC10 LOCATION: Room B4 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Facilities Networking Session All attendees working in the facilities discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: FAC11 LOCATION: RoomB4 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Accounting for Facilities Are you facing a multi-year, multi-fund, multi-issuance capital program and using an annualized accounting system to do it? In this session, we’ll help you identify important ways to coordinate your fiscal system with project requirements and keep track of everything successfully. We’ll also discuss practical information about developing your coding system to work for both, using annualizing a multi-year budget, as well as developing cash flow that works for both departments. PRESIDER: Lettie Boggs, Chief Executive Officer, COLBI

SESSION ID: FAC13 LOCATION: Room B4 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Implementing Universal Transitional Kindergarten Expansion A to Z The biggest change in school facilities in decades has arrived with the 2021-22 Budget Act which created the new universal transitional kindergarten (TK) for all four-year-olds. The creation of a new grade level comes with challenges and opportunities to recreate and design new spaces. This session will cover the A-to-Z for implementing universal TK from pre-planning to funding to the placement of new TK/kindergarten classrooms. PRESIDER: Sara Slater, Assistant Director, Fiscal Services, Long Beach USD; and Immediate Past Chair, CASBO Facilities Professional Council SPEAKER: Kristen Coates, Chief Business Officer, Twin Rivers USD SPEAKER: Marco Eacrett, Partner, PBK-WLC SPEAKER: Bill McGuire, Consultant, Bill McGuire Consulting; and Retired Superintendent, Twin Rivers USD SESSION ID: FAC14 LOCATION: Room B4 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Construction Climate in 2022: How to Navigate Pricing Challenges in an Uncertain Market This workshop will provide insight on construction challenges we are currently experiencing in the educational sector. The panel will thoroughly discuss the current state of labor shortages, material shortages, delivery impacts, procurement times and cost escalation; provide best practices on how to effectively roll out a project that you have during uncertain market conditions; explain the pros and cons of project delivery methods utilized by districts; and identify skilled and trained requirements for project delivery models. PRESIDER: Carey Upton, Chief Operations Officer, Santa Monica-Malibu USD SPEAKER: Mat Gates, President, Erikson-Hall Construction SPEAKER: Justin Sinnott, Project Executive, Erikson-Hall Construction

50 CASBO 2022 Annual Conference & California School Business Expo

SESSION ID: FAC15 LOCATION: Room B4 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Jeopardy – Developer Fees Edition: Overview, What’s New and All About ADUs Welcome to Jeopardy, the Developer Fees Edition! School districts face challenges funding school facilities necessary to house students that are generated from new residential and commercial development. In this game-show style workshop, we’ll cover how developer fees fit into the equation and what districts need to know when considering whether to impose Level 1, 2 or 3 fees. We’ll also dig into hot topics and recent trends, such as accessory dwelling units (ADUs) and alternative means of mitigation options to consider. SPEAKER: Jessika K. Johnson, Attorney, Dannis Woliver Kelley SPEAKER: Karina K. Samaniego, Attorney, Dannis Woliver Kelley

lenges of balancing out-year budgets. In this workshop, we’ll explore in plain language the complex work of pensions, retirement and school budgets. SPEAKER: Ivan Carrillo, Legislative Advocate, Capitol Advisors Group, LLC SPEAKER: Marcie Frost, Chief Executive Officer, California Public Employees’ Retirement System SPEAKER: Cassandra Lichnock, Chief Executive Officer, California State Teachers’ Retirement System SPEAKER: Tony Wold, Retired Chief Business Official, West Contra Costa USD

FINANCIAL SERVICES SESSION ID: FIN10 LOCATION: Room B5 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Financial Services Networking Session All attendees working in the financial services discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: FIN11 LOCATION: Room B5 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Pension Leaders Update: The Fiscal Outlook for CalSTRS and CalPERS CBOs statewide have asked, or been asked, the following question about the California Public Employees’ Retirement System (CalPERS) and California State Teachers’ Retirement System (CalSTRS): How will our district pay for it? Schools will now face the first year of potentially no state assistance in off-setting CalSTRS/CalPERS cost increases, revisiting the chal-

SESSION ID: FIN13 LOCATION: Room B5 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Fraud Prevention and Examination to Protect the Public Interest The average loss to fraud in governmental organizations is approaching $2 million per fraud case. Fraud awareness training improves fraud detection. This session will present on what fraud is and what it costs and provide you with prevention strategies that any school district can implement, along with relevant case studies. Anyone working in school business will benefit, and you’ll leave with improved fraud awareness, which is expected to improve fraud detection. PRESIDER: Catherine Hawes, Chief Business Official/Facilities Manager, Bolinas-Stinson Union SD SPEAKER: Lori Raineri, President, Government Financial Strategies SPEAKER: Keith Weaver, Client Service Director, Government Financial Strategies

Check out today’s First General Session with keynote speaker JP Pawliw-Fry. See complete details on page 35!

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Wednesday Workshop Sessions FINANCIAL SERVICES

HUMAN RESOURCES

SESSION ID: FIN14 LOCATION: Room B5 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Fiscal Oversight Hot Topics The financial effects of the COVID-19 pandemic on California’s public school system will extend well beyond 2021-22. All districts will face fiscal challenges. Transparent financial details, multi-year planning, risk assessment and multi-year cash flows will be essential to understanding whether your district is fiscally solvent or in fiscal distress. In this workshop, we’ll discuss why effective fiscal oversight has never been more important. SPEAKER: Michelle Giacomini, Deputy Executive Officer, Fiscal Crisis & Management Assistance Team SPEAKER: Tami Montero, Intervention Specialist, Fiscal Crisis & Management Assistance Team

SESSION ID: HR10 LOCATION: Room 14+15 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Emotional Intelligence: Today’s Soft Skill for Success Today’s environment requires soft skills to support our teams, students, families and ourselves. This interactive workshop we’ll dissect the core facets of emotional intelligence (EQ) and identify the differences between EQ and IQ. You’ll learn how to identify EQ in yourself and others, complete a self-assessment, build a personal improvement plan, and identify your personal coping mechanisms. Unlike IQ, EQ can be improved, and this workshop is designed to provide you the tools for growing your own EQ. (There will be an encore presentation of this workshop on Thursday. See details at CS21.) SPEAKER: Lynne Lees, Communications Manager, The KYA Group

SESSION ID: FIN15 LOCATION: Room B5 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Pure Politics: The Political Landscape Impacting Schools California’s political backdrop has very definite impacts on policy and finance, and never has this been better illustrated than this previous year and what is to come in 2022. The shadow of recall politics has hung over 2021 and a full-blown election year will dominate political behavior again in 2022. With another full slate of ballot measures, including school vouchers, electionyear politics will blend with the continued post-COVID policy struggles to shape K-12 legislation and budgets. In this workshop, we’ll explore the impact of statewide politics on a new budget, declining enrollment, and new laws that will shape California investments in K-12 and early education. SPEAKER: Ivan Carrillo, Legislative Advocate, Association of California School Administrators SPEAKER: Abe Hajela, Partner, Capitol Advisors Group, LLC SPEAKER: Lee Angela Reid, Partner, Capitol Advisors Group, LLC

SESSION ID: HR11 LOCATION: Room 14+15 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Our New Normal: Managing Staff and Students Safely During COVID Staffing to serve critical student needs with emergency COVID funding requires that school leaders know how to hire with legal compliance and then to effectively reduce the position when the funding expires. In this interactive workshop, we’ll focus on how to navigate some of the biggest challenges faced by local education agencies and discuss regulations regarding managing vaccine mandates for students and employees. We’ll also provide the resources necessary to help your LEA maintain safe learning and work environments for both students and employees and highlight some key legislative topics on the horizon. SPEAKER: Leilani Aguinaldo, Director, Governmental Relations, School Services of California, Inc. SPEAKER: Danyel Conolley, Director, Management Consulting Services, School Services of California, Inc.

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SESSION ID: HR12 LOCATION: Capital View, 15th Fl., Hyatt Regency TIME: Wednesday, 12:15 p.m. - 1:30 p.m. TITLE: Joint HR & Payroll PCs Lunch: Bridging the Communication Gap Between Payroll and Personnel Human resources and payroll professionals have common language rooted in terms such as diversity, equity and belonging as they relate to their individual roles and the cross-work dynamics that naturally exist within working relationships. In this joint human resources and payroll workshop, we’ll focus on how to lead, learn and work across differences during shifting organizational, political and social dynamics. We’ll share strategies and recommendations that foster positive working conditions by ensuring equitable and affirming environments, as well as positive relationships by cultivating a sense of belonging that’s rooted in physical, emotional and psychological safety across departments, all of which are needed for the health and sustainability of your organization. SPEAKER: Cherina Betters, Ed.D., Chief of Equity and Access, San Bernardino County Supt. of Schools SESSION ID: HR13 LOCATION: Room 14+15 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: The Brown Act for District Staff The Brown Act is not just for board members. As governing board meeting agendas become longer, Brown Act issues abound. Add in the proliferation of technology, websites, email and text messaging, and the Brown Act’s relevance to most school district employees grows. Brown Act knowledge is essential for every school district employee who works closely with their governing board. In this workshop, we’ll share key tips and pointers that you need to know about the Brown Act. SPEAKER: Marie Nakamura, Shareholder, Dannis Woliver Kelley

SESSION ID: HR14 LOCATION: Room 14+15 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Title IX: Your Infrastructure and Campus Operations In this workshop, we’ll go over the importance of Title IX in all California campuses to better understand best practices, how to decrease liability, and what steps you can take to bolster campus management and operations. If you’ve wondered what Title IX infrastructure details you should include on your campus immediately, this is a workshop you won’t want to miss! SPEAKER: Sandra Hodgin, Ph.D., Founder & Chief Executive Officer, Title IX Consulting Group SESSION ID: HR15 LOCATION: Room 14+15 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Communication and De-escalation This session will present an exciting, new method of communication and de-escalation with three goals for attendees: maintaining your own behavior under stress, gaining compliance and gaining voluntary cooperation. This new method has been in development since 2007 and primarily used/tested in hundreds of law enforcement-related contacts. However, it has now been adapted and expanded for universal use by health care professionals, social workers, military personnel, health inspectors and many other professionals throughout the U.S. SPEAKER: John Wilson, Instructor/Consultant, Knowledge Saves Lives, Inc.; and Retired Law Enforcement Officer

NEW THIS YEAR! The CASBO Relaxation Area! Meet with your friends to play some games and get some fresh air!

CASBO 2022 Annual Conference & California School Business Expo 53

Wednesday Workshop Sessions LEADERSHIP SESSION ID: LDR11 LOCATION: Room 12 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Out of Dough: When Stimulus Dollars and ADA Hold Harmless Run Out A new attendance cliff has emerged, and districts are facing unprecedented challenges as student enrollment has dropped nationally by more than 2%. Prior to school closures, statewide chronic absenteeism was on the rise and it’s only been exacerbated over the last two years with ongoing quarantine issues. Hear how one district is leveraging partnerships to increase communication, improve attendance and support independent study, and learn how they use real-time data for early identification in order to address attendance barriers in support of average daily attendance. SPEAKER: Ardrella Hamilton, Assistant Superintendent of Pupil & Personnel Services, Sulphur Springs Union SD SPEAKER: Erica Peterson, National Education Manager, School Innovations & Achievement SESSION ID: LDR13 LOCATION: Room 12 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Shedding Light on School Energy Projects and Procurement As local education agencies continue to design, finance and implement energy projects as a method to reduce utility expenses and carbon footprints, it’s essential that you know how to leverage state and federal resources. In this session, we’ll help you understand the available resources requirements; and we’ll also share tales from the field, best practices for procurement of energy projects, and special considerations related to state and federal funding requirements. SPEAKER: Jessica Ehrlich, Partner, F3 Law SPEAKER: Kelley Owens, Partner and Chair, Business & Facilities Practice Group, F3 Law SPEAKER: Sarah Polito, Associate, Office Managing Associate, and Co-Chair, Business & Facilities Practice Group, F3 Law

SESSION ID: LDR14 LOCATION: Room 12 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Trust: The Foundation of a Great Project In education construction, trust is critical. It encompasses safety and the physical work environment, affects costs and schedules, and lays the foundation for a successful bond program. Through the lens of trust, this workshop will touch on various project delivery methods, the differences between them and how to determine which one is best for you. We’ll also dive into all of the common players in a construction bond program and discuss what their common motives are and how to align everyone to the same goals. You’ll leave with an understanding of how to lay the foundation for a positive work environment that includes transparent and productive communication; the nuances of designbid-build, lease-leaseback or design-build, including cost impacts and implications; and how to create an inclusive budget and schedule that works for all stakeholders. SPEAKER: Brad Fannin, Project Director, Blach Construction SPEAKER: Elise Koufos, Project Manager, Aedis Architects SPEAKER: Shawn Tennenbaum, Ed.D., Superintendent, San Benito HSD SESSION ID: LDR15 LOCATION: Room 12 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Leadership and How to Get a Promotion In this workshop, we’ll break down resume writing and the interview process and offer timely lessons on leadership in an effort to encourage and aid you in seeking – and getting! – that promotion you’ve always been thinking about. SPEAKER: Aaron Heinz, Deputy Superintendent, Administrative Services, Colusa COE; and President, CASBO Sacramento Section SPEAKER: Matt Phillips, Director, Management Consulting Services, School Services of California, Inc.

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MAINTENANCE & OPERATIONS

SESSION ID: MO15 LOCATION: Room 8 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Multi-Phased Construction Projects Whether its budget, capacity or scheduling, projects often must be divided into multiple phases in order to modernize and/or add capacity to an existing school site. The process is challenging, and schedules often leave very little margin for error. In this workshop, we’ll discuss options for procuring contractor(s) to perform the work and strategies for responding to key hurdles that arise. We’ll also discuss helpful strategies for navigating pitfalls, share secrets to success and highlight potential alternative delivery methods. Anyone working in a district that’s considering a large or complex construction project will benefit from this workshop, and you’ll leave with an understanding of the options your district should consider to successfully phase a construction project, as well as common problems that arise and how to best avoid them. SPEAKER: Anne Collins, Attorney, Lozano Smith

SESSION ID: MO10 LOCATION: Room 8 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: M&O Networking Session All attendees working in the maintenance & operations discipline are welcome to join this informal meet-andgreet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: MO11 LOCATION: Room 8 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Leveraging the LCAP to Strengthen Facilities, Maintenance, Operations and Transportation High-quality facilities support a positive school climate, student achievement, teacher retention and community involvement. But goals and objectives regarding FMOT are often absent in the Local Control Accountability Plan (LCAP). In this workshop, we’ll highlight key strategies for FMOT leaders to participate in the process of setting LCAP goals and measurable objectives, establishing milestones for progress, gaining positive attention, and increasing resources for their important work. SPEAKER: Allan Garde, Assistant Superintendent of Business, Hayward USD SPEAKER: Peter Parenti, Ed.D., Vice President, TRiGroup, Inc.

PAYROLL

SESSION ID: MO14 LOCATION: Room 8 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Hard Bidding in Hard Times: Four Ways and Other Strategies Did you know there are not one but four authorized ways to identify your low bidder in California code? Join us for this informative workshop where you’ll learn not only about them, but some other strategies you can use when doing price-based hard bidding. SPEAKER: Joanne Branch, Facility & Procurement Specialist, COLBI

SESSION ID: PAY10 LOCATION: Room B2 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Payroll Networking Session All attendees working in the payroll discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference!

Be sure to check the mobile app for up-to-date conference information!

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Wednesday Workshop Sessions PAYROLL SESSION ID: PAY11 LOCATION: Room B2 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: The Weight of Winning: Transformation During Difficult Times In this workshop, we’ll focus on the issues of cultivating, improving and sustaining morale during times of change and difficulty. We’ll ground you in common language around terms such as diversity, equity, inclusion and belonging as they relate to current social and school business contexts, and to overall positive working conditions, by ensuring equitable and affirming environments. Finally, we’ll provide recommendations and strategies centered on cultivating positive relationships to foster a sense of belonging that’s rooted in physical, emotional and psychological safety within organizations. SPEAKER: Cherina Betters, Ed.D., Chief of Equity and Access, San Bernardino County Supt. of Schools SESSION ID: PAY12 LOCATION: Capital View, 15th Fl., Hyatt Regency TIME: Wednesday, 12:15 p.m. - 1:30 p.m. TITLE: Joint Payroll & HR PCs Lunch: Bridging the Communication Gap Between Payroll and Personnel Payroll and human resources professionals have common language rooted in terms such as diversity, equity and belonging as they relate to their individual roles and the cross-work dynamics that naturally exist within working relationships. In this joint payroll and human resources workshop, we’ll focus on how to lead, learn and work across differences during shifting organizational, political and social dynamics. We’ll share strategies and recommendations that foster positive working conditions by ensuring equitable and affirming environments, as well as positive relationships by cultivating a sense of belonging that’s rooted in physical, emotional and psychological safety across departments, all of which are needed for the health and sustainability of your organization. SPEAKER: Cherina Betters, Ed.D., Chief of Equity and Access, San Bernardino County Supt. of Schools

SESSION ID: PAY13 LOCATION: Room B2 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Mastering the Art of Employee Leaves (Part I) In this informative workshop, we’ll immerse you in the technical aspects and systematic nuances of employee leaves, with extensive coverage of both the Family Medical Leave Act and California Family Rights Act. We’ll convey information that’s essential to successful payroll processing, and whether you are new to payroll or an experienced payroll professional, you’ll leave more knowledgeable than ever before. (For Part II details, please see PAY14.) SPEAKER: Aaron O’Donnell, Partner, Atkinson, Andelson, Loya, Ruud & Romo SESSION ID: PAY14 LOCATION: Room B2 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Mastering the Art of Employee Leaves (Part II) This session is Part II of a previous workshop on employee leaves. (For Part I details, please see PAY13.) SPEAKER: Aaron O’Donnell, Partner, Atkinson, Andelson, Loya, Ruud & Romo SESSION ID: PAY15 LOCATION: Room B2 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Payroll Pitfalls to Avoid In this workshop, we’ll explore the various areas of the payroll process that are often identified with compliance issues. You’ll leave armed with the knowledge and techniques you need to keep your payroll operations fully compliant. SPEAKER: Tracy Neufeld, Payroll Analyst, Clovis USD SPEAKER: Mike Stribling, Administrator, Payroll Services, Riverside COE SPEAKER: Stephanie Villarreal, Principal Systems Specialist, Los Angeles COE SPEAKER: Lena Young-Gallardo, Director, District Financial Services, San Bernardino County Supt. of Schools

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PURCHASING SESSION ID: PUR10 LOCATION: Room B6 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Purchasing Networking Session All attendees working in the purchasing discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: PUR11 LOCATION: Room B6 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Public Speaking Survival Tips for School Business Officials Surveys show fear of public speaking is greater than the fear of death. Public speaking is hard enough without the added pressures faced by district administrators. You must present to elected officials, members of the public and district employees, often on television or in front of large audiences. If “just relax” doesn’t work, how do you channel nervous energy to make the presentation a positive one for you and your district? In this workshop, we’ll provide you with effective public speaking strategies and tips. SPEAKER: Harold Freiman, Attorney, Lozano Smith SESSION ID: PUR13 LOCATION: Room B6 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Excel Tips and Tricks for Purchasing Professionals Microsoft Excel has been a staple of modern offices for many years, but it’s an incredibly powerful piece of software that can sometimes be overwhelming to learn. In this workshop, we’ll provide you with a demonstration and overview of some of its lessor known, but highly valuable, features. This session will benefit beginner to intermediate Excel users. SPEAKER: Tony Crapo, Director, Purchasing & Support Services, Sequoia Union HSD

SESSION ID: PUR14 LOCATION: Room B6 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: “But ... It’s Our Standard Contract”: Sign This, Not That Has a vendor ever said, “Sign this, it’s our standard boilerplate contract”? Districts are constantly negotiating vendor contracts, but how can you know if the contracts actually protect the district? In this workshop, we’ll help you build a better contract by identifying the typical terms and potentially problematic provisions you should know. We’ll also provide tips on how to avoid getting stuck with a bad vendor, spot hidden provisions that create liability and address deal-breaker provisions. SPEAKER: Christopher Fallon, Associate, Liebert Cassidy Whitmore SESSION ID: PUR15 LOCATION: Room B6 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Supply Chain Challenges We’ve all experienced a number of supply chain challenges throughout the pandemic. Is there any end in sight? In this workshop, we’ll share valuable perspectives on what is causing these shortages and delays and provide you with insight into what products are being affected the most and how this has impacted pricing. Join us to hear what your district can do to mitigate these challenges. SPEAKER: Sharon Clay, Director, Purchasing & Logistics, Cajon Valley Union SD SPEAKER: Sean Leer, Chief Executive Officer, Gold Star Foods SPEAKER: Christopher Saylor, General Manager, WAXIE Sanitary Supply SPEAKER: Darrell Stewart, Enterprise Account Manager, Intel

Don’t miss the Expo Opening on Wednesday at 5:15 p.m.!

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Wednesday Workshop Sessions RETIREE SESSION ID: RET10 LOCATION: Room 5 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Retiree Networking Session All retired attendees are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: RET11 LOCATION: Room 5 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: How to Avoid Due Process Hearings Due process claims create stress for all concerned and can be avoided in many instances. Research shows that parents cite inappropriate communication as the primary reason they file due process claims. In this session, we’ll provide proven techniques for working with all stakeholders to ensure that the child’s best interest is the primary focus of all communication and that parents are engaged with school and district officials in moving toward a common goal. (This session is also being offered later this afternoon. See details at SE13.) SPEAKER: LaFaye McFarland Platter, Ed.D., Executive Leadership Coach, LaFaye Platter Powerful Innovative Solutions; and Retired Deputy Superintendent, Human Resources, Hemet USD SESSION ID: RET13 LOCATION: Room 5 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: The New Retirement The pandemic has accelerated many trends that could affect the way you plan for and live in retirement. In this interactive workshop, you’ll learn how your plans can be affected and what steps to consider taking now. We’ll include a video presentation by retirement and finance experts and will pause during each segment to discuss the topic and solutions presented. SPEAKER: Rich Buse, Retired Director of Purchasing & Safety, Pajaro Valley USD; and CASBO Past President

SESSION ID: RET14 LOCATION: Room 5 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Retirement for Dummies There are many books and videos on the how, what, why – and why not – of retirement plans. In this casual and informative workshop, we’ll discuss different ways to plan and the “Fear of Retirement.” We’ll also have an interactive component so you can offer your own ideas and experiences. Join us to hear how you can have a successful and relaxing retirement. SPEAKER: Rich Buse, Retired Director of Purchasing & Safety, Pajaro Valley USD; and CASBO Past President

RISK MANAGEMENT SESSION ID: RM10 LOCATION: Room B9 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Risk Management Networking Session All attendees working in the risk management discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: RM11 LOCATION: Room B9 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Cybersecurity and Beyond: Current Legal Issues in Technology and School Safety This workshop provides a legal framework for evaluating schools’ obligation to address cybersecurity issues and provide a safe cyber environment; outlines best practices for prevention, mitigation and recovery; and discusses emerging technologies such as facial recognition and biometrics. SPEAKER: Robert Kretzmer, Director, SISC II Property and Liability, Self-Insured Schools of California SPEAKER: Trevin Sims, Partner, Lozano Smith

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SESSION ID: RM12 LOCATION: Room B9 TIME: Wednesday, 12:15 p.m. - 1:30 p.m. TITLE: Risk Management PC Lunch: What Should I Do? Large Losses, Settlements and Lessons Learned Often, school districts just want to settle claims or cases, creating an environment that encourages plaintiffs bring all kinds of claims against school districts. In this workshop, we’ll have a conversation about not settling and explain why, sometimes, you should take risks and try cases. SPEAKER: Stephan Birgel, Chief Claims Officer, Alliance for Cooperative School Insurance Programs SPEAKER: Reshan Cooray, Senior Director, Property & Casualty Programs, Alliance for Cooperative School Insurance Programs SESSION ID: RM13 LOCATION: Room B9 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: What They Didn’t Tell You When They Put You in Charge of Risk Management In this workshop, we’ll provide you with a better understanding of how your district’s coverage works and whether you’re getting the coverage you think you’re paying for. We’ll identify high-risk scenarios that might not be covered and explain other options that may exist for schools in today’s changing marketplace. Risk managers, CBOs and other officials tasked with overseeing their district’s insurance/risk management programs will benefit from this presentation. SPEAKER: Dave George, Chief Executive Officer, Schools Excess Liability Fund SPEAKER: Renee Hendrick, Associate Superintendent, Administrative Services, Orange CDE; and CASBO Past President SPEAKER: Jerry Johnson, Director of Risk Management, Contra Costa CCD

SESSION ID: RM14 LOCATION: Room B9 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Reflection and Reconnection: Making Mindfulness Matter Reflection and reconnection matter more now than ever – not just for ourselves, but for our communities. During uncertain times, both mind and body can go straight into a “fight or flight” mode, decreasing wellness and inhibiting thoughtful decision-making. Research shows that if you practice mindfulness, you can develop greater tolerance to uncertainty and make better decisions. In this session, we’ll discuss the background of mindfulness and related research, including what it is and what it is not, and provide you with ways to employ mindfulness practices that increase wellness and implement better decision-making in our “hurry up” world. You’ll leave with the tools you need to reflect and reconnect with your stakeholders to build trusting relationships and communicate your decisions more effectively. SPEAKER: Linda Gail Walker, Executive Director of Impact and Innovation, MeTEOR Education

Need help navigating Annual Conference? Visit our Info/Tech Help Desk, located in the SCUCC near Meeting Room B2!

Be sure to check the mobile app for up-to-date exhibitor information!

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Wednesday Workshop Sessions RISK MANAGEMENT SESSION ID: RM15 LOCATION: Room B9 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: What’s Your Risk Intelligence Score? Risk intelligence (RIQ) is viewed as a cornerstone of organizational agility, a key component for success in any new undertaking and essential for thriving in uncertainty. Different schools of thought have emerged about what constitutes an RIQ mindset and whether skills in risk assessment can be improved. In this session, we’ll familiarize you with the means to evaluate 10 skills of RIQ and ways to help increase your own sound decision-making. We’ll also explain the benefits of risk intelligence, examine some of the tools that can be used to improve individual and group RIQ, and play the Risk IQ Game to gain an understanding of our own RIQ. SPEAKER: Lee Gaby, President and Board Chair, Education Risk Intelligence Center, Public Benefit Corporation SPEAKER: Karla Rhay, Chief Executive Officer, The Karla Rhay Group, LLC SPEAKER: Daniel Romano III, Treasurer and Chief Financial Officer, West Clermont Local SD

SCHOOL BUSINESS I SESSION ID: SBI10 LOCATION: Room B7 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Overcoming Fears: Increasing Productivity and Engagement Through Employee Well-Being Employee health and well-being affect both your operations and your success. The pandemic brought positive changes to how we live, work and interact, as well as difficulty, division and fears. Those fears can affect attendance, employee satisfaction, retention and productivity. In this workshop, we’ll explore how wellness and mental health affect the workforce; and we’ll provide you with resources to overcome and address these challenges – and help you do so in a way that complies with the law. You’ll learn how to adjust

your benefits program without stretching your budget, including reviewing your health plan to ensure it covers the whole person, identifying opportunities to increase employee well-being, and checking your compliance with rules governing wellness and mental health/substance abuse. SPEAKER: Jessica Frier, Senior Health and Welfare Plan Consultant, American Fidelity Assurance Services SPEAKER: Geoff Hinton, Regional Manager, American Fidelity Assurance Services SESSION ID: SBI11 LOCATION: Room B7 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Developing a Budget Through Comparative Analysis In the current environment, with the various unknowns in district’s financial forecasts, it’s crucial to focus resources on addressing the highest priorities. A key component is using available data to identify trends in spending and their effect on academic performance. In this workshop, we’ll provide you with an overview of how analytics software can enable your district in developing detailed, data-driven perspectives on organizational and peer financial performance to put your decision-making on the fast track. SPEAKER: Vince Christakos, Strategic Account Advisor, Forecast5 Analytics, Inc.; and CASBO Past President SPEAKER: Melissa Higdon, Senior Analytics Advisor, Forecast5 Analytics, Inc. SPEAKER: Bill McGuire, Consultant, Forecast5 Analytics, Inc.; and Retired Deputy Superintendent, Twin Rivers USD SPEAKER: Adam Saleem, Senior Analytics Advisor,\ Forecast5 Analytics, Inc.

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BACK BY POPULAR DEMAND! Partner-Presented School Business Workshops. Choose one that works for you!

SESSION ID: SBI13 LOCATION: Room B7 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Implementing the Best Risk Management Strategies Across School Sites Controlling claim frequency and severity requires proactive measures to avoid claims and pre-defined action plans to address handling incidents when they occur. Join us for this session, where we will discuss proactive steps your district can take to mitigate losses, as well as review recent case studies of situations that have arisen on school campuses. Our goal is to help define the best practices, discuss the basics of risk management and analyze specific cases. Additionally, we’ll discuss effective methods for implementing risk management policies and procedures at individual sites. SPEAKER: Brad Keenan, Vice President, Property & Casualty, AP Keenan SPEAKER: Gregg Trapp, Vice President, Property & Casualty, AP Keenan

SESSION ID: SBI15 LOCATION: Room B7 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Financial Challenges Your Employees Face Every Day and How You Can Help 2021 presented its share of financial challenges for school employees and districts alike. As your district’s financial expert, you can help. In this workshop, we’ll provide you with insight on what financial challenges your employees face every day and what resources you have to help them. Your employees’ financial well-being can have a positive effect on your district’s own fiscal health. We’ll focus on financial success tools you can provide to your employees and how to develop a financial education plan to care for your employees. SPEAKER: Daniel Christofferson, TPA Relationship Specialist, SchoolsFirst Plan Administration, LLC SPEAKER: Darin Ditmar, TPA Relationship Specialist, SchoolsFirst Plan Administration, LLC

SESSION ID: SBI14 LOCATION: Room B7 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: Identifying Risks and Challenges in Cybersecurity The majority of K-12 districts lack staff with the knowledge and proper credentials to address cybersecurity challenges. While many operate from day to day in achieving education goals for their students, often they aren’t thinking about the potential for a network breach or hack, exposing additional vulnerabilities in their environment. Despite those challenges, there is an opportunity for you to partner with key suppliers who can advise you on your security posture, assess your environment, design an approach, deploy a solution and manage it through its lifecycle. In this workshop, we’ll focus on the trends in education cybersecurity and discuss the top recommendations related to remote learning. SPEAKER: Don Lupejkis, Sr. Field Solution Architect-InfoSec, CDW Government LLC

SCHOOL BUSINESS II SESSION ID: SBII10 LOCATION: Room B8 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Creative Energy Strategies for Reducing Costs and Increasing Resiliency Schools need cheaper, cleaner, more reliable electricity. Based on recent and upcoming changes in the market, there are several strategies that can support schools with lowering energy costs and increasing energy resiliency. In this session, we’ll share the latest updates on California’s retail energy market (including funding sources and regulatory updates) and provide insights into several strategies to support schools, including leveraging battery energy storage systems and microgrids to reduce costs and provide backup power, buying out or refinancing solar power purchase agreements to improve performance and savings, and generating new revenue through monetizing renewable energy certificates. SPEAKER: David Burdick, Executive Vice President, TerraVerde Energy SPEAKER: Phil Villagomez, Sr. Director of Asset Management and Business Development, TerraVerde Energy CASBO 2022 Annual Conference & California School Business Expo 61

Wednesday Workshop Sessions SCHOOL BUSINESS II SESSION ID: SBII11 LOCATION: Room B8 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Air Pollution in California: The Impact of Student Health and Achievement California is home to eight out of 25 cities with the worst air pollution in the U.S. In this workshop, we’ll discuss the true impact of air pollution and how it’s one of the biggest threats to the health and learning ability of students. We’ll also share how CASBO Premier Partner IQAir Foundation is assisting districts with mitigating air pollution through air filtration technology and indoor air quality monitoring. You’ll leave with a plan to help your students improve academic outcomes and quality of life, while also learning about funding opportunities. SPEAKER: Nancy Dinella, Community Outreach Director, IQAir Foundation SPEAKER: Irella Perez, Ed.D., Community Outreach Specialist, IQAir Foundation SESSION ID: SBII13 LOCATION: Room B8 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Is Repurposing a Closed/Closing School Building Into Affordable Staff Housing Feasible? Exploring an Innovative PublicPrivate Partnership Model as a Real Estate Strategy The increasingly high cost of property values is resulting in an unaffordable cost-of-living scenario for many, which may drive qualified employees to seek employment elsewhere. This poses a real challenge with many school districts’ ability to attract and retain teachers and staff to their area. Leveraging real estate assets to better support students, schools, employees and the neighborhoods we serve is a large issue now and will remain so over the next decades. In this panel workshop, we’ll explore the feasibility of this concept from a legal, financial, operational and architectural perspective to consider the redevelopment and repurposing

of school sites for staff housing using an innovative public-private partnership model. SPEAKER: Charlie Johnson, Public Private Partnership Manager, Johnson Controls, Inc. SPEAKER: Lisa Kaplan, Attorney, Kaplan Law Group SESSION ID: SBII14 LOCATION: Room B8 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: School Energy Projects in the PostCOVID Era The political and fiscal support for energy efficiency in schools is back, big time, for public education as state and federal policymakers identify energy and classroom environments as top priorities again in 2022. In this workshop, we’ll highlight the latest on policy and budget initiatives by California and national leaders that will affect public school opportunities for energy efficiency and air quality. We’ll also highlight the innovations of Saugus Unified School District, which engaged a $25 million project to leverage opportunities that will result in direct, bottom-line savings to the district. SPEAKER: Ashley Cascio, Director of Energy Services, Climatec SPEAKER: Amber Fritsch, Education Sector Leader, Climatec SPEAKER: Nick Heinlein, Assistant Superintendent, Business, Saugus Union SD SPEAKER: Jack O’Connell, Former California State Superintendent of Public Instruction SESSION ID: SBII15 LOCATION: Room B8 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Student Loan Solutions: Get the Latest Student Loan News In this session, we’ll share research results about the problem of student loan debt and how employers can implement unique strategies to reduce its burden on your employees, improving your district’s ability to recruit and retain them. SPEAKER: Tim Mazza, Horace Mann Agency Consultant, The Horace Mann Companies

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SPECIAL EDUCATION / TECHNOLOGY SESSION ID: SE10 LOCATION: Room 13 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Special Ed and Technology Networking Session All attendees working in either the special education or technology disciplines are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference! SESSION ID: SE13 LOCATION: Room 13 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: How to Avoid Due Process Hearings Due process claims create stress for all concerned and can be avoided in many instances. Research shows that parents cite inappropriate communication as the primary reason they file due process claims. In this session, we’ll provide proven techniques for working with all stakeholders to ensure that the child’s best interest is the primary focus of all communication and that parents are engaged with school and district officials in moving toward a common goal. (This session is also being offered earlier this morning. See details at RET11.) SPEAKER: LaFaye McFarland Platter, Ed.D., Executive Leadership Coach, LaFaye Platter Powerful Innovative Solutions; and Retired Deputy Superintendent, Human Resources, Hemet USD

TRANSPORTATION SESSION ID: TRN10 LOCATION: Room 16 TIME: Wednesday, 8:00 a.m. - 9:00 a.m. TITLE: Reconnect & Refuel: Transportation Networking Session All attendees working in the transportation discipline are welcome to join this informal meet-and-greet and enjoy a continental breakfast. Welcome back to Annual Conference!

SESSION ID: TRN11 LOCATION: Room 16 TIME: Wednesday, 11:00 a.m. - 12:00 p.m. TITLE: Electrifying Your Fleet: What CBOs and Directors Need to Know Electric school buses are here – and here to stay. Has your district begun the transition? If you are a CBO, transportation/facilities director or purchasing manager, you won’t want to miss this workshop. We’ll provide you with everything you need to know, from funding opportunities to infrastructure planning to communication with utility companies to vehicle procurement. PRESIDER: Carlos Chicas, Executive Director, Maintenance & Operations/Transportation, Capistrano USD SPEAKER: Pete Tuckerman, Director of Sales, Lion Electric SESSION ID: TRN13 LOCATION: Room 16 TIME: Wednesday, 1:45 p.m. - 2:45 p.m. TITLE: Alternative Transportation: How to Select a Partner Without Compromising Service and Safety Alternatives to the yellow school bus are more prevalent and needed than ever. Driver shortages, specialized individualized education plan requests, McKinney-Vento, and foster transportation make it impossible to transport all on school buses. When outsourcing this work, what should a district consider besides cost-effectiveness? What language and specifications should be considered when developing requests for proposals and other bids? In this session, we’ll provide CBOs, transportation personnel, risk managers and purchasing professionals all the information they should know. PRESIDER: Carlos Chicas, Executive Director, Maintenance & Operations/Transportation, Capistrano USD SPEAKER: Megan Carey, Chief Development Officer, ALC Schools

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Wednesday Workshop Sessions TRANSPORTATION SESSION ID: TRN14 LOCATION: Room 16 TIME: Wednesday, 3:00 p.m. - 4:00 p.m. TITLE: How Modern Tech is Reshaping Transportation Knowing your goals before implementing new technology and planning for long-term data maintenance are critical to deciding on specific technologies. In this interactive session, we’ll show you how important it is to select the right tools to enhance your operation. PRESIDER: Richard Jimenez, Director of Transportation, Placentia-Yorba Linda USD SPEAKER: Kimberly Martin, Industry Engagement Consultant, Tyler Technologies

Check out today’s First General Session with keynote speaker JP Pawliw-Fry. See complete details on page 35!

SESSION ID: TRN15 LOCATION: Room 16 TIME: Wednesday, 4:15 p.m. - 5:15 p.m. TITLE: Leading Yourself First: Wellness, Mental Health andEmotional Intelligence Bus driving is among the worst health professions in the U.S. Everyday stressors for drivers include rotating shift patterns, time pressures, increased traffic, student behavior and parent demands. In addition, drivers frequently report tension, mental overload, and fatigue and sleeping problems. Poor mental and physical health affects our capacity to operate motor vehicles safely, increasing the risk of accidents and injuries, and hinders our ability to help students when needed. Self-care must be a priority. In this awareness-focused workshop, we’ll provide you with the resources and strategies you need to improve your day-to-day operations. Although the content is tailored to bus drivers, all are welcome and will benefit from this informative workshop. PRESIDER: Matt Sanchez, Director of Transportation, Rocklin USD SPEAKER: Monica Raygoza, Director of Transportation, Corona-Norco USD SPEAKER: John Vondriska, Director of Facilities, Corona-Norco USD

Don’t miss the Expo Opening on Wednesday at 5:15p.m.!

NEW THIS YEAR! The CASBO Relaxation Area! Meet with your friends to play some games and get some fresh air!

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CASBO 2022 Annual Conference & California School Business Expo 65

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To find out more about the advantages of clean air technology, contact us at info@iqairfoundation.org or talk to a Solutions Engineer at 866-760-8180.

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68 CASBO 2022 Annual Conference & California School Business Expo

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Thursday Workshop Sessions ACCOUNTING

CHARTER SCHOOLS

SESSION ID: ACT20 LOCATION: Room B1 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: PLC Classified! Join us for an exciting and energetic look at implementing the professional learning community process within your classified teams. In this workshop, developed as a result of extensive leadership training and familiarity with the professional learning community process, we’ll reveal how you can transform the way classified teams do business with the tools you need to function in collaborative teams. We’ll also uncover the answers to four critical questions. (This session is also being offered later this morning. See details at HR21.) PRESIDER: Jennifer Miller, Director of Business Services, Moreno Valley USD SPEAKER: Luke Browning, Classified Manager, Boost Education Systems SPEAKER: Tim Reid, Classified Manager, Boost Education Systems SPEAKER: Lauren Stroud, Classified Manager, Boost Education Systems

SESSION ID: CS20 LOCATION: Room 6+7 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Understanding the Legislative Impacts on Charter Schools In this session, we’ll provide the latest information from Sacramento regarding potential policy changes that affect charter schools. Join us to learn the major proposals that are part of the 2022 legislative session and budget process, network with local education agencies, and hear more about CASBO’s advocacy efforts at the state and local level. SPEAKER: Sara Bachez, Chief Governmental Relations Officer, CASBO SPEAKER: Elizabeth Esquivel, Senior Director, Policy & Governance, CASBO SPEAKER: Violet Gutierrez, Director, Human Resources, San Bernardino County Supt. of Schools

SESSION ID: ACT21 LOCATION: Room B1 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Charter Authorizers: Know Your Role In this workshop, we’ll discuss the important aspects and responsibilities of being a charter authorizer. Join us to learn more about your role in this regard. PRESIDER: Jennifer Miller, Director of Business Services, Moreno Valley USD SPEAKER: Kristin Armatis, Senior Director, Charter Schools, San Diego COE SPEAKER: Angel Arrington, Business Project Manager, San Bernardino County Supt. of Schools SPEAKER: Luke Browning, Classified Manager, Boost Education Systems

SESSION ID: CS21 LOCATION: Room 6+7 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Emotional Intelligence: Today’s Soft Skill for Success Today’s environment requires soft skills to support our teams, students, families and ourselves. This interactive workshop we’ll dissect the core facets of emotional intelligence (EQ) and identify the differences between EQ and IQ. You’ll learn how to identify EQ in yourself and others, complete a self-assessment, build a personal improvement plan, and identify your personal coping mechanisms. Unlike IQ, EQ can be improved, and this workshop is designed to provide you the tools for growing your own EQ. (This session is also being offered on Wednesday. See details at HR10.) SPEAKER: Lynne Lees, Communications Manager, The KYA Group

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SESSION ID: CS23 LOCATION: Room 6+7 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Nuts and Bolts of Charter School Financial Reporting and Oversight Have you ever wondered what you should be reviewing as a charter school authorizer to monitor the fiscal status of your charter school? In this workshop, we’ll take a deep dive into the recommended best practices of charter school fiscal oversight, including required and recommended financial reporting, financial and operating trends, and the audit report. Join us as we explore this area of charter school oversight. SPEAKER: Kristin Armatis, Senior Director, Charter Schools, San Diego COE

CHIEF BUSINESS OFFICIALS SESSION ID: CBO20 LOCATION: Room B3 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: The School as a Workplace: How Facility Design Supports Teacher Retention Turnover has a large adverse impact on the quality of instruction, student outcomes and district budget. To recruit and retain talented people, some districts increase salaries and benefits. Others provide daycare centers and below-market-rate housing. In this workshop, we’ll explore another major factor: working conditions, which are heavily influenced by the physical environment that teachers and staff encounter every day. We’ll explore the latest research and case studies and break into small groups to consider the school as a workplace; discover new approaches in facility design; and discuss how to use this data to align facilities, education services and the community to support enhanced workplaces in schools. SPEAKER: Jeremy Cogan, Director of Facilities Planning, Santa Ana USD SPEAKER: Casino Fajardo, Senior Program Manager, Splice SPEAKER: Rick Musto, Director, LPA Design Studios SPEAKER: Glen Webb, Director of Curriculum, Instruction & Assessment, Morgan Hill USD

SESSION ID: CBO21 LOCATION: Room B3 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: The Art of Negotiation Negotiations do not just occur at the table; they happen all day long, with colleagues, subordinates, vendors and the like. Being conscious of those negotiations and how to move your agenda forward is the first step to reaching your goals. In this workshop, we’ll highlight techniques to use in different negotiating situations, as well as how to know if you’re using the right technique in the right moment. As the title states, it’s not a science, it’s an art! SPEAKER: Sarah Levitan Kaatz, Attorney, Lozano Smith SESSION ID: CBO22 LOCATION: Regency EF, Hyatt TIME: Thursday, 12:15 p.m. - 1:30 p.m. TITLE: CBO Professional Council Lunch: Best Practices for Communicating With Your Board and Staff About Budgets and Negotiations PRESIDER: Robin Schmitt, Chief Business Official, Brentwood Union SD; and State Director, CASBO Northern Section SPEAKER: Shannan Brown, Executive Director, San Juan Teachers Association SPEAKER: Danyel Conolley, Director, Management Consulting Services, School Services of California, Inc. SPEAKER: Kent Kern, Superintendent, San Juan USD SPEAKER: Brett McFadden, Superintendent, Nevada Joint Union HSD SPEAKER: Jennifer Stahlheber, Chief Business Official, San Juan USD; and Director I, CASBO Sacramento Section Board of Directors

Don’t miss the dedicated Expo hours on Thursday from 1:45 p.m. to 3:45 p.m. No workshops will be in session!

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Thursday Workshop Sessions CHIEF BUSINESS OFFICIALS SESSION ID: CBO23 LOCATION: Room B3 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Hot Topics in Finance for CBOs Flexibility and perseverance have been necessary to accommodate the ever-changing requirements for educating children and maintaining safe school sites for students and staff. In this workshop, we’ll discuss the issues that are permeating across the state and cover late-breaking hot topics that will likely be part of the 2022-23 proposed budget. We’ll also include our prognostications on the May Revise. SPEAKER: Leilani Aguinaldo, Director, Governmental Relations, School Services of California, Inc. SPEAKER: John Gray, President and Chief Executive Officer, School Services of California, Inc. SPEAKER: Patti Herrera, Ed.D., Vice President, School Services of California, Inc. SPEAKER: Michelle McKay Underwood, Vice President, School Services of California, Inc.

CHILD NUTRITION SESSION ID: CN20 LOCATION: Room B10 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: How Your School District Can Create Wonderful and Financially Driven Recipes to Serve Students High-Quality Entrees Recipe development for preparing and cooking minimally processed food is one of the most important factors for a school food service program to become fiscally solvent. In this workshop, we’ll discuss the steps to the perfect, great-tasting recipes that your students will love! SPEAKER: Juan Cordon, Director, Student Nutrition, Vacaville USD SPEAKER: Richie Wilim, Chef, Vacaville USD

SESSION ID: CN21 LOCATION: Room B10 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: How to Create and Develop Strategic Menus Students Will Love and Build Credibility With Parents and Your Education Community Are you looking for creative and affordable ways to design a mix of menu sales in your school food service program without going over budget? In this workshop, we’ll discuss ways that you can create menus that have a mix of high-quality foods at a higher cost along with popular menu items at a lower cost. Join us to learn how to create menus for elementary and secondary school meals that will be popular with your students while still meeting your financial goals. SPEAKER: Dominic Machi, Director of Food & Nutrition Services and Warehouse, Mt. Diablo USD; and Chair, CASBO Child Nutrition Professional Council SESSION ID: CN23 LOCATION: Room B10 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Learn How Scratch Cooking and Minimally Processed Food Can Help Your Food Service Program Reach Its Financial Goals Reducing the purchase of pre-packaged, manufactured food and moving to a scratch-cooking model can help your school food service program make a profit and aid your district in fiscal solvency. In this workshop, we’ll discuss the elements of a scratch-cooking model, including the equipment and staff training needed, and we’ll also show you how you can utilize serving-line equipment to incentivize your students to participate in your food service program. SPEAKER: Dominic Machi, Director of Food & Nutrition Services and Warehouse, Mt. Diablo USD; and Chair, CASBO Child Nutrition Professional Council

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FACILITIES SESSION ID: FAC20 LOCATION: Room B4 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Essentials for Spending ESSER and Other Federal Funds (and Passing the Audit) It’s been a while since we had federal funding for facilities projects, and requirements are different from state and local funding. In this workshop, we’ll cover project procurement and bidding contract clauses, requirements, and accounting for federal project spending (such as ESSER III). We’ll also let you know what to expect at audit (both for ESSER and Proposition 51/state-funded projects) and how to assure you are prepared. PRESIDER: Lettie Boggs, Chief Executive Officer, COLBI PRESIDER: Sara Slater, Assistant Director, Fiscal Services, Long Beach USD; and Immediate Past Chair, CASBO Facilities Professional Council SPEAKER: Addison Covert, Attorney, Parker Covert SESSION ID: FAC21 LOCATION: Room B4 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: How Do I Know I’m Paying the Architect Correctly? The old percentage of fee chart has long been abandoned, yet folks keep using it. In this session, we’ll shed light on that old fee chart and provide modern, practical ways to make sure you’re paying the right fees to your design team. SPEAKER: Joanne Branch, Facility & Procurement Specialist, COLBI SPEAKER: Casino Fajardo, Senior Program Manager, Splice SPEAKER: Philip Henderson, Attorney, Orbach, Huff & Henderson LLP

SESSION ID: FAC23 LOCATION: Room B4 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Division of the State Architect: What District Administrators Need to Know How can school business officials really know if a project needs to be submitted to the Division of the State Architect (DSA)? Should they look it up themselves or trust what others tell them? Is your architect doing the right thing before DSA submission? Should your district staff be present with the architect at DSA meetings? In this workshop, we’ll teach you how to know for sure as we address these questions and more! We’ll also review emergency plan approval procedures. PRESIDER: Joanne Branch, Facility & Procurement Specialist, COLBI SPEAKER: Harlan Reymont, AIA, Principal Architect/Regional Manager, Division of the State Architect

FINANCIAL SERVICES SESSION ID: FIN20 LOCATION: Room B5 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: A New Lease on Life: Preparing for GASB 87 Requirements In this workshop, we’ll provide you with a background of the “why” regarding new lease accounting guidance under Governmental Accounting Standards Board (GASB) 87, as well as the specific accounting and reporting considerations of the standard. With this information, you’ll leave prepared to implement the new requirements and better positioned to make financial decisions for your district. SPEAKER: Jennifer Aras, Partner, Crowe LLP SPEAKER: Aaron Heinz, Deputy Superintendent, Administrative Services, Colusa COE; and President, CASBO Sacramento Section SPEAKER: Charles Raibley, Senior Manager, Crowe LLP

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Thursday Workshop Sessions FINANCIAL SERVICES SESSION ID: FIN21 LOCATION: Room B5 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Where Do We Go From Here? We are somewhere along the journey through the pandemic – not at the beginning and certainly not at the end. The state and federal budgets have showered significant one-time pandemic relief funds on districts. The state appears, at least temporarily, to have resurrected categorical programs, funded in part with one-time and recurring funds. Independent study is no longer the quiet program in the far reaches of the district. Most districts are experiencing declines in student enrollment. So how do we plan for 2022-23 and beyond? Join us for this workshop to learn more. SPEAKER: Mike Fine, Chief Executive Officer, Fiscal Crisis & Management Assistance Team SESSION ID: FIN22 LOCATION: Big Sur AB, Hyatt Regency TIME: Thursday, 12:15 p.m. - 1:30 p.m. TITLE: Financial Services PC Lunch: Featuring Bill McGuire In this luncheon session, we’ll discuss the power of attitude and the work that our financial services professionals do each and every day for the staff and students of our local education agencies. SPEAKER: Bill McGuire, Consultant, Bill McGuire Consulting; and Retired Superintendent, Twin Rivers USD SESSION ID: FIN23 LOCATION: Room B5 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: The Development of Successful Teams and Understanding the Characteristics of Successful Post Pandemic Leaders Being an educational leader in 2022 requires more than technical skills, education and experience! It requires flexibility and an understanding of the dynamics of team leadership. In this workshop, we’ll explore current research in the development of successful teams and understanding the characteristics of successful postpandemic leaders. We’ll present the concept of Leading 74 CASBO 2022 Annual Conference & California School Business Expo

From the Center, information on the E Factor and the Power of Encouragement, and current case studies of four renowned California educational organizations. During this interactive session, you’ll also receive recommendations and strategies to develop your leadership potential and build a team of motivated and dedicated colleagues. You’ll leave empowered, encouraged and ready to meet the challenges of being a leader! SPEAKER: Molly McGee Hewitt, Ph.D., CAE, Chief Executive Officer, McGee Hewitt LLC

HUMAN RESOURCES SESSION ID: HR20 LOCATION: Room 14+15 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Meaning-Centered Leadership Do you want to know how to engage your employees, leading them to be happier and more productive contributors to your organization? Then this is the leadership session for you! Man’s search for meaning has existed for centuries. Meaningful work has been described as a fundamental human need. Finding meaning in the workplace helps people find meaning in their lives. Unfortunately, today worldwide over 85% of employees are disengaged in their work. So, what is the heart and soul of a meaningful, purposeful workplace? It boils down to three elements: engagement, empowerment and expertise. In this workshop, we’ll teach you why meaning matters in the workplace and how to get started. SPEAKER: Barbara Bartels, Co-Founder and President, Meaning-Centered Leadership

Check out today’s Second General Session with keynote speaker Joe Sanfelippo. See complete details on page 37!

SESSION ID: HR21 LOCATION: Room 14+15 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: PLC Classified! Join us for an exciting and energetic look at implementing the professional learning community process within your classified teams. In this workshop, developed as a result of extensive leadership training and familiarity with the professional learning community process, we’ll reveal how you can transform the way classified teams do business with the tools you need to function in collaborative teams. We’ll also uncover the answers to four critical questions. (This session is also being offered earlier this morning. See details at ACT20.) PRESIDER: Jennifer Miller, Director of Business Services, Moreno Valley USD SPEAKER: Luke Browning, Classified Manager, Boost Education Systems SPEAKER: Tim Reid, Classified Manager, Boost Education Systems SPEAKER: Lauren Stroud, Classified Manager, Boost Education Systems SESSION ID: HR23 LOCATION: Room 14+15 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: The California Public Records Act: Responding to Requests for Electronic Records SPEAKER: Daniel Britt, Associate, Dannis Woliver Kelley SPEAKER: Matthew Juhl-Darlington, Shareholder, Dannis Woliver Kelley

LEADERSHIP SESSION ID: LDR21 LOCATION: Room 12 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: CASBO Needs You In this workshop, we’ll present ways you can serve in CASBO as a volunteer, subject matter expert and presenter/instructor through our “Count Me In” program. We’ll explain how participating in a variety

of roles at the state and section level and contributing your expertise will enhance your leadership skills and provide you with opportunities to expand your professional network. We’ll also discuss the part you can play in our advocacy and professional development curriculum efforts, with a focus on 2023 Annual Conference planning. Join us to learn how you can be more involved – from novices to more experienced members, CASBO needs you! SPEAKER: Elizabeth Esquivel, Senior Director, Policy & Governance, CASBO SPEAKER: Michelle Neto, Governance Liaison, CASBO SPEAKER: Tracy Petrillo, Chief Learning Officer, CASBO SPEAKER: Lori Smith, Director, Conference & Events, CASBO

MAINTENANCE & OPERATIONS SESSION ID: MO20 LOCATION: Room B6 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Before and After Bid Day: A “How to” and “Howdy” Session Public works projects aren’t getting any easier. Can we help each other? In this joint M&O and purchasing workshop, we’ll meet our peers and a few experts to figure this out! We’ll share checklists and guides and talk about the details of what goes into preparing, reviewing and documenting things before, during and after a bid, including the due diligence phase. Most importantly, you’ll have plenty of time to share your concerns and ask your questions. Join us for this informative session, and let’s create a peer-to-peer public works network! SPEAKER: Joanne Branch, Facility & Procurement Specialist, COLBI SPEAKER: Tyree Dorward, Attorney, Best Best & Krieger LLP SPEAKER: Kim Nguyen, Purchasing Director, Santa Monica-Malibu USD

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Thursday Workshop Sessions MAINTENANCE & OPERATIONS

PAYROLL

SESSION ID: MO21 LOCATION: Room 8 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Modular, Prefab or Stick-Built: What’s Right for My District? With so many construction types to choose from, districts and stakeholders can be easily overwhelmed, never mind confused. What does “modular” really mean? Is “prefabricated” also “relocatable?” Are they really all that different? The answer is a resounding YES, they are! The options and differences are wide-ranging because education construction requirements vary and demand more than a one-size-fits-all solution. In this workshop, we’ll explain modular, prefabricated and ground-up building solutions so you can determine which approach is best for your district. We’ll take a deep dive into the different options, including pros and cons and potential legal implications, and set you on a path to procure and deliver your most successful project yet. SPEAKER: Scott Davis, President, Splice SPEAKER: Ryan Holman, Project Manager, Blach Construction SPEAKER: Joel Williams, East Bay Studio Manager, Quattrocchi Kwok Architects

SESSION ID: PAY20 LOCATION: Room B2 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: CalPERS/CalSTRS Working After Retirement In this workshop, we’ll explore the role retirees can play in solving staffing shortages and discuss the types of positions retirees are permitted to work in, the limitations on how much they can work and the consequences of exceeding those thresholds. We’ll also cover hiring retirees as professional experts and independent contractors, provide examples of inappropriate hiring and incorrect reporting, and discuss the employer’s role in handling things correctly. SPEAKER: Leanna Friedrich, Training Analyst, California State Teachers’ Retirement System SPEAKER: Christina Rollins, Assistant Division Chief, Employer Account Management Division, California Public Employees’ Retirement System

SESSION ID: MO23 LOCATION: Room 8 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Facilities Planning and Master Scheduling: Integrating Business and Education Services Successful facility projects depend on knowing how the campus is used by educators. Understanding the details about secondary master schedules can help ensure that improvements to facilities actually work for students and staff. In this workshop, we’ll explain why it’s important to be well-informed about educational programming, and we’ll offer guidance and tools used to align the work of facilities and maintenance & operations with educational programming. SPEAKER: Allan Garde, Assistant Superintendent of Business, Hayward USD SPEAKER: Peter Parenti, Ed.D., Vice President, TRiGroup, Inc.

SESSION ID: PAY21 LOCATION: Room B2 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: CalPERS/CalSTRS Right of Election Employers are often confused about when it’s appropriate to offer employees the California Employees’ Public Retirement System (CalPERS) or California State Teachers’ Retirement System (CalSTRS) Retirement System Election form (ES-372). In this workshop, we’ll focus on what triggers the right of election, how long employees have to make an election, common employer errors experienced by CalPERS and CalSTRS, and best practices to follow. SPEAKER: Christina Rollins, Assistant Division Chief, Employer Account Management Division, California Public Employees’ Retirement System SPEAKER: Mia Tannoia-Hill, Training Services Specialist, California State Teachers’ Retirement System

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SESSION ID: PAY23 LOCATION: Room B2 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Preparation of Employer Payroll Tax Forms and Tips for Avoiding Penalties In this workshop, we’ll focus on preparing payroll tax forms (941, DE-9 and DE-9423) and share some of the valuable things we’ve learned through years of experience, including tips for avoiding common errors and costly penalties. SPEAKER: Tracy Neufeld, Payroll Analyst, Clovis USD SPEAKER: Stephanie Villarreal, Principal Systems Specialist, Los Angeles COE SPEAKER: Lena Young-Gallardo, Director, District Financial Services, San Bernardino County Supt. of Schools

PURCHASING SESSION ID: PUR20 LOCATION: Room B6 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Before and After Bid Day: A “How to” and “Howdy” Session Public works projects aren’t getting any easier. Can we help each other? In this joint purchasing and maintenance & operations workshop, we’ll meet our peers and a few experts to figure this out! We’ll share checklists and guides and talk about the details of what goes into preparing, reviewing and documenting things before, during and after a bid, including the due diligence phase. Most importantly, you’ll have plenty of time to share your concerns and ask your questions. Join us for this informative session, and let’s create a peer-to-peer public works network! SPEAKER: Joanne Branch, Facility & Procurement Specialist, COLBI SPEAKER: Tyree Dorward, Attorney, Best Best & Krieger LLP SPEAKER: Kim Nguyen, Purchasing Director, Santa Monica-Malibu USD

SESSION ID: PUR21 LOCATION: Room B6 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Maximizing and Utilizing ESSER/CARES Act Funding As of March 2021, the federal government has authorized three rounds of COVID-19 relief grant funding through the Elementary and Secondary School Emergency Relief (ESSER) Fund. With the funding come questions about what the funds can be used for and how schools can spend them while complying with the new regulations and requirements. In this workshop, we’ll address the most common areas of interest, including regulations, procurement and purchasing options, deadlines, Uniform Grant Guidance, and acceptable uses. We’ll also highlight several facetsof school business, including use of funds on administrative costs, capital expenditures and construction projects, and overarching federal procurement requirements. SPEAKER: Jonathan Berry-Smith, Attorney, Lozano Smith SPEAKER: Kelly Rem, Partner, Lozano Smith SESSION ID: PUR23 LOCATION: Room B6 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Hot Topics for New (and Not So New) Purchasing Professionals In this workshop, you’ll participate in a live “game show style” review of today’s hot topics in public purchasing. We’ll review everything from bid limits to purchasing terminology to PWC-100s. Join us for what’s sure to be a fun workshop! SPEAKER: Tony Crapo, Director, Purchasing & Support Services, Sequoia Union HSD

Need help navigating Annual Conference? Visit our Info/Tech Help Desk, located in the SCUCC near Meeting Room B2!

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Thursday Workshop Sessions RETIREE SESSION ID: RET20 LOCATION: Room 5 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Ten Ways to Use Emotional Intelligence for Self-Care Self-care is a prerequisite to achievement and interpersonal success. Great leaders agree with the concept that intrapersonal awareness, service, empathy and connection to others is essential if you want to accomplish great things. Conversely, inattention to self and others displays extremely limited emotional intelligence and a lack of self- and social awareness. Self-centeredness and selfishness have a “me” focus that precludes effective relationships with others. The reality is that self-care needs to be a balance. It’s assertive, self-valuing and of service to others. In this session, we’ll provide you with 10 ways to move toward this noble goal. SPEAKER: LaFaye McFarland Platter, Ed.D., Executive Leadership Coach, LaFaye Platter Powerful Innovative Solutions; and Retired Deputy Superintendent, Human Resources, Hemet USD SESSION ID: RET21 LOCATION: Room 5 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Building Resilience: Creating Conditions to Thrive The workshop is about calming our nervous systems down and building our inner resilience. We’ll explore approaches to cultivating resilience through connectedness with others and variations that reflect personal and cultural differences. You’ll leave with greater peace of mind and the capacity to re-center in the present moment, strengthening your ability to move from surviving to thriving in both your professional and personal lives. (There will be an encore presentation of this workshop on Friday. See details at CS30.) SPEAKER: Sandy Ortiz, Director of Educational Partnerships, Rethink Ed

SESSION ID: RET23 LOCATION: Room 5 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: CalPERS Benefits Basics In this workshop, we’ll provide you with a general overview of your California Public Employees’ Retirement System benefits and outline the choices available to you to maximize your retirement security SPEAKER: Brian Steacy, Sr. Retirement Benefits Counselor, Customer Education and Outreach Division, California Public Employees’ Retirement System

RISK MANAGEMENT SESSION ID: RM20 LOCATION: Room B9 TIME: Thursday, 8:00 a.m. - 9:00 p.m. TITLE: Rebooting School Safety After the COVID Gap Year! The chance to upgrade and reposition school safety – to perform a risk reboot – is one of the true opportunities the COVID-19 crisis presents to risk/safety leaders. The heightened sense of awareness of safety issues has never been so great for schools. Now is the time to reboot, reimagine, refresh and re-energize your safety programs. Join us for a session in which we’ll discuss prioritizing with purpose (determining what matters most), integrating efforts (cutting across organizational silos and activities), capitalizing on compliance (rationalizing and right-sizing risk activities), simplifying safety for staff (streamlining by focusing on people, processes and technology) and readying the rookies (enabling the next generation of leaders). SPEAKER: Donna Gingera, Principal, Hour-Zero School Safety Programs SPEAKER: Aaron Masson, Principal, Hour-Zero School Safety Programs

BACK BY POPULAR DEMAND! Partner-Presented School Business Workshops. Choose one that works for you!

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SESSION ID: RM21 LOCATION: Room B9 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Preparing for Medical Emergencies Often, school staff are not sufficiently trained and lack the proper equipment and/or mental and emotional preparedness to handle student medical emergencies or recognize the signs and symptoms of physical and mental difficulties. In this workshop, we’ll provide some real-life scenarios to challenge you in various situations that could occur, both on- and off-campus. You’ll leave with a better understanding of the training, equipment and supplies needed to mitigate most medical emergencies. SPEAKER: Brent Hull, Transportation Manager, San Lorenzo USD SESSION ID: RM23 LOCATION: Room B9 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: What to Do When Disaster Strikes With the increase in disasters in California in recent years, whole communities, including schools, have been drastically affected. Many districts are unprepared to manage the chaotic “response” phase when fires are burning, earthquakes are shaking or storms are blowing. In this workshop, we’ll share some tips and tricks on what to do when disasters strike, including how to maximize your ability to recover. We’ll also conduct a live demonstration of the California Department of Education’s (CDE) new School Emergency Response System, which allows local education agencies to communicate their status and needs to CDE during disasters. SPEAKER: Joe Anderson, Team Lead, Emergency Services Team, California Department of Education SPEAKER: Juan Mireles, Director, School Facilities and Transportation Services Division, California Department of Education SPEAKER: Jake Wolf, Emergency Specialist, Emergency Services Team, California Department of Education

SCHOOL BUSINESS I SESSION ID: SBI20 LOCATION: Room B7 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Are You on Track for Retirement? Are you on track to retire? In this workshop, we’ll help you answer that question and assist you in taking steps now to make sure you’re ready to lead the retirement life you want! With so much to consider, working with a financial professional can help make sense of your plan. Join us to get the help you need to reach your retirement goals. SPEAKER: Kelsey McCarthy, Strategic Relationship Manager, Equitable Advisors SPEAKER: Evan Press, Managing Partner, Pacific Coast Wealth Strategies SESSION ID: SBI21 LOCATION: Room B7 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Pursuing a GO Bond Authorization: Lessons Learned and How to Best Prepare for Success Whether you are considering a new general obligation (GO) bond authorization in 2022 or 2024, or already into the planning phase, this workshop should be at the top of your list. Join us for an interactive conversation in which we’ll discuss lessons learned, pitfalls to avoid and best practices to follow as you embark on pursuing a GO bond authorization to fund your capital facilities needs. We’ll include what you need to know about undertaking a master facilities plan, community and stakeholder engagement, polling, targeting the authorization amount, tax rate, and project list. You’ll leave knowing how to meet your district’s needs and achieve a successful campaign with community support, engagement and communication. SPEAKER: Erica Gonzalez, Managing Director, Stifel SPEAKER: Joy Kummer, Partner, TBWBH Props & Measures SPEAKER: Candace Reines, Deputy Superintendent of Business Services, Perris Union HSD

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Thursday Workshop Sessions SCHOOL BUSINESS I SESSION ID: SBI23 LOCATION: Room B7 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Retirement Pathfinder Retirement Pathfinder is an interactive retirement income planning tool that can help you see your retirement plan like you’ve never seen it before. Designed to dynamically build your retirement plan while working one-on-one with your financial professional, it can illustrate numerous retirement scenarios and identify potential retirement pitfalls. In this workshop, you’ll learn how, in just a few minutes and by entering a few details, you can start generating the answers you need to determine where you stand and where you need to make changes, providing clarity about your progress and offering choices for creating adequate retirement income and giving you confidence in your retirement plan. SPEAKER: David Creech, District Vice President, AIG Retirement Services

SCHOOL BUSINESS II SESSION ID: SBII20 LOCATION: Room B8 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Monitoring and Ensuring Compliance for Your CFD Program The landscape of legislative requirements for community facilities districts (“CFDs”), or Mello-Roos taxing districts, continues to grow and evolve. Today, school districts face a number of reporting and disclosure requirements to numerous stakeholders, including the local community, governing board, bondholders and several regulatory agencies. In this workshop, we’ll provide you with an overview of such requirements and guidance on how to ensure compliance for your CFD program. SPEAKER: Justin Bjorgan, Vice President, KeyAnalytics, a Division of California Financial Services SPEAKER: Jesse Landre, Vice President, KeyAnalytics, a Division of California Financial Services

SESSION ID: SBII21 LOCATION: Room B8 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: The Public Sector’s Guide to Energy Management: Moving Beyond the Spreadsheet Energy is typically the second largest cost for public sector organizations and according to ENERGY STAR®, 30% of it is wasted. Energy is essential to running your organization, but when it’s not properly managed, the consequences are costly. While restructuring your energy efforts takes investment, the return is less waste on your budget, better time management and improved conditions for your community, students and staff. SPEAKER: Dan Arant, Sales Manager, Energy, Dude Solutions, Inc. SESSION ID: SBII23 LOCATION: Room B8 TIME: Thursday, 4:00 p.m. - 5:00 p.m. TITLE: Care, Capital and Communication Upgrades in Response to COVID-19 With COVID and school facilities, a main concern is indoor air quality and ventilation. Most districts know about funding. What happens if the money isn’t enough to cover all the needs? How can you better communicate with your communities? In this workshop, we’ll show you how to sustain new infrastructure and budgeting for ongoing maintenance costs and the essential, but mostly overlooked, need for communication and outreach concerning ongoing safety measures. SPEAKER: Tina Douglas, Associate Superintendent, Business Services, San Dieguito Union HSD SPEAKER: Courtney Jenkins, Vice President, ENGIE

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Check out today’s Second General Session with keynote speaker Joe Sanfelippo. See complete details on page 37!

SPECIAL EDUCATION / TECHNOLOGY

TRANSPORTATION

SESSION ID: SE21 LOCATION: Room 13 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Ed Tech JPA: Procurement Made Simple We all need similar technology solutions – data systems, educational software and operational tools. We all face similar challenges in procuring them. Preparing a request for proposal (RFP), running a selection process and negotiating contracts may take six months, leaving little time or resources to focus on implementation. Even with an RFP, pricing may not be competitive and vendors may be unwilling to negotiate terms. To solve these challenges, nearly 100 districts and county offices of education (COEs) have joined together as Ed Tech JPA, a consortium of public agencies that issues RFPs and negotiates competitive agreements on behalf of its members for more than 30 different software solutions, with the confidence that every procurement is overseen by legal and privacy experts. Join us for this session where you can learn more about how your local education agency can save time and money, as well as safeguard student privacy, with Ed Tech JPA. SPEAKER: Leeann Errotabere, Director of Purchasing, Clovis USD SPEAKER: Michael Johnston, Associate Superintendent, Administrative Services, Clovis USD; and Treasurer, Ed Tech JPA SPEAKER: David Seabury, Director of Information Technology, El Dorado COE; and Secretary, Ed Tech JPA

SESSION ID: TRN20 LOCATION: Room 16 TIME: Thursday, 8:00 a.m. - 9:00 a.m. TITLE: Collaborative Development and Implementation of Policies and Procedures In this workshop, we’ll discuss the ways that transportation management can successfully develop and implement departmental policies, examining the importance of working with all stakeholders from conception to implementation. You’ll also learn how you can avoid clashes with bargaining groups and make sure there is little-to-no pushback of important initiatives. PRESIDER: Matt Sanchez, Director of Transportation, Rocklin USD SPEAKER: Richard Jimenez, Director of Transportation, Placentia-Yorba Linda USD SESSION ID: TRN21 LOCATION: Room 16 TIME: Thursday, 11:00 a.m. - 12:00 p.m. TITLE: Transportation “Risky Business” Risk and liability are inherent in pupil transportation. While not all risks can be eliminated, some are preventable, such as risks due to negligence, lack of training or sub-standard practices. In this workshop, we’ll consider lessons learned from real cases and highlight best practices to mitigate and, when possible, eliminate risk. SPEAKER: Emily Berman, Partner, Tyson & Mendes SPEAKER: Carlos Chicas, Executive Director, Maintenance & Operations/Transportation, Capistrano USD SPEAKER: Reshan Cooray, Senior Director, Property & Casualty Programs, Alliance of Schools for Cooperative Insurance Programs

Don’t miss the dedicated Expo hours on Thursday from 1:45 p.m. to 3:45 p.m. No workshops will be in session!

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

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COMMITTED TO CALIFORNIA EDUCATION FINANCE Piper Sandler is a leader in providing financial services to school districts and community college districts. Our dedicated team of K-14 education finance professionals in California are ready to help your district with flexible, efficient financing solutions. • General Obligation Bonds • Tax and Revenue Anticipation Notes • Certificates of Participation • Interim Project Financing • Mello-Roos/CFD Bonds • Debt Refinancing/Restructuring

Visit us in booth 606 at the CASBO 2022 Annual Conference! Mark Adler Managing Director 310 297-6010 mark.adler@psc.com

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

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

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

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

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CONFUSION

COMPLIANCE

GET THE ACCOUNTING RESOURCES YOU NEED From audits to technology—and everything in between—we’ve got you covered.

What inspires you, inspires us. eidebailly.com

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Let CVT Show You The Right Path. More Choices and Value-Added Benefits Healthcare can be confusing with all the plans, options and variables. Your employees have different family healthcare situations and need to have choices, as well as plans, that meet their needs. That’s what California’s Valued Trust is all about. More choices, more options and people to help you and your employees through the complex journey of healthcare benefits. Contact CVT for a clearer path and peace of mind.

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

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

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

AUDIT

TAX

CONSULTING

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

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Friday Workshop Sessions ACCOUNTING

CHILD NUTRITION

SESSION ID: ACT30 LOCATION: Room B1 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Accounting Therapy Session In this session, we’ll gather to talk about the topics weighing on our minds. Join us to share your experiences, as well as hear possible solutions from other organizations! PRESIDER: Calli Coleman, Accountant III, SELPA, Shasta COE SPEAKER: Jennifer Miller, Director of Business Services, Moreno Valley USD

SESSION ID: CN30 LOCATION: Room B10 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Universal Meals: Ready or Not, Here It Comes Beginning in 2022–23, the California Universal Meal Program will require public school districts, county offices of education and charter schools serving students in grades K–12 to provide two meals free of charge (breakfast and lunch) during each school day to students requesting a meal, regardless of their free or reduced-price meal eligibility. In this workshop, we’ll discuss how this program will affect your district operations, including the recommended requirement to perform an analysis to determine if your school sites meet community eligibility provisions. SPEAKER: Stephanie Bruce, Executive Director of Nutrition Services, Oakland USD

CHARTER SCHOOLS SESSION ID: CS30 LOCATION: Room 6+7 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Building Resilience: Creating Conditions to Thrive The workshop is about calming our nervous systems down and building our inner resilience. We’ll explore approaches to cultivating resilience through connectedness with others and variations that reflect personal and cultural differences. You’ll leave with greater peace of mind and the capacity to re-center in the present moment, strengthening your ability to move from surviving to thriving in both your professional and personal lives. (This workshop is also being offered on Thursday. See details at RET21.) SPEAKER: Sandy Ortiz, Director of Educational Partnerships, Rethink Ed

Check out today’s Third General Session – the CASBO 2022 Economic Summit Breakfast. See complete details on page 38!

FACILITIES SESSION ID: FAC30 LOCATION: Room B4 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Modernize or Replace? Which Option is Best and When? You have outdated classrooms. Do you modernize or rebuild? In this workshop, you’ll learn how to make that decision, with an understanding of what data you’ll need and how to gather it. We’ll leverage case studies and lessons learned from past projects to illustrate success. We’ll also review various Division of the State Architect requirements and processes, including design criteria reports, destructive testing and the new Interpretation of Regulations EB-4 requirements, outlining how each can affect your design schedule, budget and decision-making process. SPEAKER: Graham Clark, Deputy Superintendent, Fremont UHSD SPEAKER: Amber Emery, Project Director, Blach Construction SPEAKER: Aaron Jobson, AIA, ALEP, Partner, Quattrocchi Kwok Architects

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FINANCIAL SERVICES

MAINTENANCE & OPERATIONS

SESSION ID: FIN30 LOCATION: Room B5 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Concocting the Potion of Success for Other Business Services Matters Change is inevitable and school business must go on amidst all challenges! Is there a secret potion for school business leaders’ success in growing through what they go through? A little of this and a pinch of that … any hint? Join us for this informative workshop to find out! SPEAKER: Kevin Brejnak, CPA, CFE, Accounting Administrator, Riverside COE SPEAKER: Rosalee Hormuth, Administrator, Family Support Services, Orange COE SPEAKER: Andrew Park, CPA, Partner, Eide Bailly LLP

SESSION ID: MO30 LOCATION: Room 8 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Landscaping, Lights and Lots of Color! Attractive facilities instill pride and motivate staff and students to do their best work. Welcoming schools also inspire people to support programs and favor bond measures. In this workshop, we’ll show you how to garner support for curb-appeal projects and successfully lead teams of facilities, maintenance & operations, and grounds staff. You’ll leave with an understanding of how to collect helpful input from school staff, conduct walk-through visits, and establish timelines that optimize efficiency and success SPEAKER: Allan Garde, Assistant Superintendent of Business, Hayward USD SPEAKER: Peter Parenti, Ed.D., Vice President, TRiGroup, Inc.

HUMAN RESOURCES SESSION ID: HR30 LOCATION: Room 14+15 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Leading Through Post-Traumatic Growth Imagine schools and districts returning stronger and more resilient in 2022 and beyond. It’s possible, and it’s called post-traumatic growth (PTG). There are five traits of PTG: a deeper appreciation for life, openness to new opportunities, deepening relationships, inner strength and spiritual renewal. In this interactive workshop, we’ll discuss the disruptions faced by districts, including how to quiet the noise, do what’s right for others and remain centered in the middle of a storm. We’ll also present on the first leadership guide on resilience and PTG written for educators, discuss the brain science of trauma, and provide you with PTG-building exercises that you can use immediately. SPEAKER: Linda Gail Walker, Executive Director of Impact and Innovation, MeTEOR Education

PAYROLL SESSION ID: PAY30 LOCATION: Room B2 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Your Employee Asked You to Do What? This session, we’ll focus on some of the humorous questions payroll professionals are asked by employees and provide some in-depth technical information in conjunction thereto that will be useful to anyone who processes payroll or wants to know more about how payroll operations work. SPEAKER: Tracy Neufeld, Payroll Analyst, Clovis USD SPEAKER: Mike Stribling, Administrator, Payroll Services, Riverside COE SPEAKER: Lena Young-Gallardo, Director, District Financial Services, San Bernardino County Supt. of Schools

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Friday Workshop Sessions PURCHASING

RISK MANAGEMENT

SESSION ID: PUR30 LOCATION: Room B6 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Schoolwide Furniture Upgrade In this workshop, we’ll share one district’s team approach to modernizing classrooms. With 12 of its school sites completed, and the remaining 16 yet to come, we’ll walk through each step of the process, including background, pilot process, timeline creation, site needs assessment, purchasing, furniture installation and removal, learning space enhancements, and next steps. Whether you’re a CBO or purchasing or facilities professional, our goal is to help you prepare and achieve a successful classroom modernization! SPEAKER: Derrick Hoffman, Director of Purchasing, Simi Valley USD SPEAKER: Jason Messinger, Ed.D., Coordinator of Educational Technology, Simi Valley USD

SESSION ID: RM30 LOCATION: Room B9 TIME: FRIDAY, 8:00 a.m. - 9:00 a.m. TITLE: Workers Compensation Check-In Much has changed in the world of workers’ compensation and it’s not just due to COVID-19. In this workshop, we’ll provide you with an update and discussion about important developments and how to navigate them while building or maintaining a proactive workers’ compensation program. SPEAKER: Judy Miller, Director of Risk Management & Environmental Safety, Perris Union HSD SPEAKER: Suzanne Trowbridge, Senior Vice President, Property & Casualty, AP Keenan

RETIREE SESSION ID: RET30 LOCATION: Room 5 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: Retiree Professional Council Meeting In this session, we’ll hold our organizational and recruitment meeting to review membership and welcome new members and transition our chair position from 2021-22 to 2022- 23. If you’re a retiree who would like to become active in the CASBO Retiree Professional Council, or are thinking about retiring and just want to ask some questions, this is a good opportunity to learn more! SPEAKER: Guiselle Carreon, Retired Commercial Warrants & Accounts Payable Manager; and Consultant

SCHOOL BUSINESS I SESSION ID: SBI30 LOCATION: Room B7 TIME: Friday, 8:00 a.m. - 9:00 a.m. TITLE: 2022: What to Look for in California K-12 School Finance, Law and Elections In this workshop, we’ll discuss what’s trending in California K-12 school finance, law and elections as we head into 2022, including the next general obligation (GO) bond election cycle, which will be the first broad election cycle since 2020. Join us to learn what you need to know to work through the planning process for a successful GO bond in 2022. SPEAKER: John Baracy, Managing Director, Raymond James & Associates, Inc. SPEAKER: Jared Boigon, Partner, TBWBH Props & Measures SPEAKER: Rebekah Cearley, Legislative Advocate, Murdoch, Walrath & Holmes SPEAKER: Donald Field, Partner, Orrick, Herrington & Sutcliffe

Be sure to check the mobile app for up-to-date conference information!

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Your Voice for Sound School Business Policy • Navigate complex issues of education legislation • Engage & educate your elected leaders & stakeholders • Reach your goals for student achievement & success Visit casbo.org > Advocate + Impact to join our advocacy network!

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CASBO 2022 Exhibitors CALIFORNIA SCHOOL BUSINESS EXPO Wednesday, March 30, 2022 – Thursday, March 31, 2022 Exhibit Halls C&D | SAFE Credit Union Convention Center Sacramento, California A variety of exhibitors will participate on the tradeshow floor at this year’s California School Business Expo*. Join them as they showcase their products and services and take some time to visit with them, especially during Thursday’s dedicated hours, when you can chat with them one-on-one! Wednesday, March 30, 2022 5:15 p.m. to 5:30 p.m. – Expo Opening 5:30 p.m. to 7:30 p.m. – Grand Opening Reception; exhibits open Thursday, March 31, 2022 10:00 a.m. to 4:00 p.m. – exhibits open 12:15 p.m. to 1:30 p.m. – expo closed for lunch 1:45 p.m. to 3:45 p.m. – dedicated hours; no workshops in session

*Current exhibitor list and floor plan as of date of program guide publication.

Additional companies may be in attendance. Updated exhibitor information is available on the mobile app and also at https://bit.ly/CASBO2022Exhibitors.

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BE SURE TO CATCH OUR PRESENTATION Out of Dough: When Stimulus and ADA Hold Harmless Runs Out AND VISIT US AT BOOTH #710

Student attendance is the #1 leading indicator for student success.

The Achievement Initiative By approaching attendance as a process and not an event, we can change behavior, increase learning time and close the gaps. The Achievement Initiative is an attendance and conferencing management process that is embedded in a multi-tiered system of supports. With a powerful data-driven foundation, we’re helping districts create a culture of showing up!

School Innovations & Achievement is the premier provider of attendance management software and service for K-12 school districts. We have been in the attendance space for more than a decade and are the only company in the market with a patented, data driven process that improves attendance.

Makers of award-winning software & services

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Learn more. Watch a video. Schedule a demo!

F3 Law Remote

Using technology to connect Board meetings • Labor negotiations Governance team retreats • Investigations • Hearings Business, Facilities, Real Estate, Construction & Energy • Charter Schools eMatters • Governance & Leadership • Higher Education Labor & Employment • Litigation • Student Services & Special Education

Fresno

Inland Empire | Los Angeles | Oakland | Sacramento |

San Diego

F3Law.com 22FF0218_5x75advert_1.indd 1

2/18/22 5:44 PM

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APRIL IS

CHILD ABUSE

PREVENTION MONTH In 2020, an estimated 618,000 children in the United States were found to be victims of child abuse or neglect (U.S. Dept of Health and Human Services). April is Child Abuse Prevention Month, and it is our goal to raise awareness and encourage people to speak up.

Stop by Booth #523 for a special giveaway!

For resources, ways to get your district involved, and a chance to win a $2,500 educational grant, scan the QR code!

ReLiEF

Regional Liability Excess Fund

www.reliefjpa.org Keenan & Associates | CA License No. 0451271

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

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A PPROACH I N G CH A N GE R EQU I R E S CH A N G I N G YOU R A PPROACH

Our focus is guiding California school districts in achieving their goals with innovative yet practical solutions.

CALIFORNIA K - 14 FINANCIAL ADVISOR | DALESCOTT.COM | 415.956.1030

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CASBO 2022 Annual Conference & California School Business Expo 99

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

California Schools VEBA is a non-profit, health care trust providing health care benefits and related services that are effective, affordable and of the highest quality and value for public sector employers. We represent 65 Public Agencies & School Districts with 150,000 Employees and Dependents. To learn more, email VEBASales@mcgregorinc.com

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Years of Supporting California Public Education

With the support from players, retail partners, and our local communities, the California Lottery has contributed over $37 billion to California public schools since 1985. Lottery funding goes to K-12 public schools, community colleges, the California State University, the University of California, and other school jurisdictions.

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

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Advancing your objectives in Education Policy and Finance

Kevin Gordon President

Abe Hajela Partner

Lee Angela Reid Barrett Snider Parnter Partner

Jack O’Connell Partner

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

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

The larger the pool, the better the rates. SISC is the largest public school pool in the U.S. offering workers’ compensation, property and liability, health benefits and other value-added services. We have the purchasing power to negotiate the widest variety of insurance products at the lowest possible cost. Interested in membership? We’d love to talk. Call us at (800) 972-1727 or visit www.sisc.kern.org.

Self-Insured Schools of California Schools Helping Schools

SISC Ads_Fish_ Strength in Numbers_1/4pg_5x7.indd 1

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2/15/19 9:45 AM

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

REF# 22002

virco.com • 800-448-4726 CASBO 2022 Annual Conference & California School Business Expo 105

Between education now and education next

there’s a bridge.

cisco.com/go/education

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Creating smart, healthy and sustainable learning environments

Smart business. Smart schools.™

We help schools around the world take simple steps to: • Enhance safety and security • Reduce operating and life-cycle costs • Decrease carbon footprint • Address deferred maintenance • Mitigate infection risks for students and staff Take the next step. Contact your local Johnson Controls expert at 559-593-8013 or visit www.johnsoncontrols.com/k12

OpenBlue Schools is a complete suite of connected solutions built on a unified intelligent infrastructure.

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Dedicated to student outcomes. We are in this together.

SCHOOL EXCESS LIABILITY FUND

selfjpa.org

SELF PROVIDES: Broad coverage and expertise unique to California schools

FACT: • Guided by a vigilant Board of Directors, elected from the membership • 44 years combined catastrophic claims expertise • Dedicated solely to serving public educational entities

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PROTECTING SCHOOLS, NOT PROFITS

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

Advice • Protection • Retirement

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Setting the Gold Standard by partnering with over 300 agencies

Dual camera system

c y Res

H e a lt h C

ry to

e P l n ti n a

ee Inven

Eme

Pla

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

Re m ov

Corning Gorilla Glass 4 touchscreen

e Pru nin

Spill-resistant keyboard

Visit Sehi at CASBO Booth #802 West Coast Arborists, Inc. www.WCAINC.com • (800) 521–3714

1275 Puerta Del Sol San Clemente, CA 92673

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

110 CASBO 2022 Annual Conference & California School Business Expo

OFFICES Corporate: Anaheim. Regional: Fresno, Indio, Los Angeles, Riverside, Sacramento, San Diego, San Francisco, San Jose, Stockton, Ventura

We are RESILIENT TOGETHER When incidents occur, you want a partner who will stand strong with you, is looking ahead, has innovative solutions, is financially strong and will continue to be there with you through the tough times. ASCIP has a history of broad coverage, stable rates and providing solutions for our members. Learn why California schools and colleges partner with ASCIP for their insurance and risk management needs. • Property & Liability • Workers’ Compensation • Health Benefits • School Construction Insurance (562) 404-8029 | ww w. A S C I P. or g

Your school will leave a brilliant impression. So will we.

Vanir is one the nation’s leading full-service program, project, and

construction management firms. We create solutions that ensure your project’s success.

888-912-1201 | vanir.com

Solutions for Success

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SECURITY & FIRE SOLUTIONS TO KEEP YOUR STAFF AND STUDENTS SAFE Get a free security review today!

Save for the Future by Prefunding OPEB and Pension Liabilites Districts are using one-time dollars, excess reserves and/or ending balances to prefund into a 115 Trust. With approaching reserve caps and a lack of STRS/PERS relief, now is the time to consider prefunding into the PARS innovative combination OPEB/Pension Trust and begin addressing these long-term liabilities.

Visit with PARS at Booth 723 or contact us at (800) 540-6369 ext. 127; info@pars.org to learn more.

1 (800) 610-1000 | BayAlarm.com/school

Get your booth early! Visit the Exhibit Sales Office Inside the Expo

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JONES HALL A PROFESSIONAL LAW CORPORATION Municipal Bond Attorneys

Individual attention you deserve. Knowledge & experience you need. Representing over 200 California School Districts as Bond and Disclosure Counsel.

Use Your Experience & Expertise to Shape the Future of California School Business Make 2022 your year to participate in CASBO activities and initiatives. Drop us a note at countmein@casbo.org to indicate your interest!

475 Sansome Street, Suite 1700 San Francisco, CA 94111 415.391.5780 tel 415.276.2088 fax info@joneshall.com www.joneshall.com

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This year, continue on your path to success with CASBO.

It’s a journey where the people you meet and connections you make will support you for a lifetime ... and where you’ll get the exceptional professional development, advocacy and networking services you need to grow your career and build healthy organizations. That’s our mission, and we remain committed to walking with you on that path. If you haven’t already, we invite you to renew your relationship with CASBO. Whether you’re an individual, local education organization or business, we hope you’ll continue to play a critical role in our network!

casbo.org > Informed + Involved > Membership

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The foremost authority on school business.

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

Johnson Controls . . . . . . . . . . . . . . . . . . . . . 107

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

Jones Hall, a Professional Law Corporation . . . . . . . 113

Amazon Business . . . . . . . . . . . . . . . . . . . . .

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

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

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

Lozano Smith . . . . . . . . . . . . . . . . . . . . . . .

ASCIP . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Atkinson, Andelson, Loya, Ruud & Romo . . . . . . . . . 108 Bay Alarm Company . . . . . . . . . . . . . . . . . . . 112 California Lottery . . . . . . . . . . . . . . . . . . . . . 101 California Schools Joint Powers Authorities (CSRM) . .

California Schools VEBA . . . . . . . . . . . . . . . . . 100 California’s Valued Trust . . . . . . . . . . . . . . . . .

Capitol Advisors Group, LLC . . . . . . . . . . . . . . . 103 CDW Government LLC . . . . . . . . . . . . . . . . . .

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

Cisco . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Climatec . . . . . . . . . . . . . . . . . . . . . . . . .

COLBI . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dale Scott & Co. . . . . . . . . . . . . . . . . . . . . .

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

Dude Solutions (now Brightly) . . . . . . . . . . . . . .

EdFiles . . . . . . . . . . . . . . . . . . . . . . . . . .

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

ENGIE . . . . . . . . . . . . . . . . . . . . . . . . . . .

Equitable . . . . . . . . . . . . . . . . . . . . . . . . . 109 Fagen Friedman & Fulfrost LLP . . . . . . . . . . . . . .

Forecast5 Analytics, a Frontline Education Company . .

Horace Mann . . . . . . . . . . . . . . . . . . . . . . .

Image One . . . . . . . . . . . . . . . . . . . . . . . . 113

MeTEOR Education . . . . . . . . . . . . . . . . . . . . 65 Office DEPOT . . . . . . . . . . . . . . . . . . . . . . . 14 Paymerang . . . . . . . . . . . . . . . . . . . . Back Cover PEPPM . . . . . . . . . . . . . . . . . . . Inside Back Cover Piper Sandler & Co. . . . . . . . . . . . . . . . . . . . . 83 Planetbids, Inc. . . . . . . . . . . . . . . . . . . . . . .

Public Agency Retirement Services (PARS) . . . . . . . 112 Raymond James & Associates, Inc. . . . . . . . . . . . 68 Regional Liability Excess Fund / ReLiEF . . . . . . . . .

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

School Outfitters . . . . . . . . . . . . . . Inside Front Cover School Services of California, Inc. . . . . . . . . . . . . 42 Schools Excess Liability Fund (SELF) . . . . . . . . . . . 108 SchoolsFirst Federal Credit Union . . . . . . . . . . . .

Sehi Computer Products, Inc. . . . . . . . . . . . . . . . 110 Self-Insured Schools of California (SISC) . . . . . . . . 104 Sourcewell . . . . . . . . . . . . . . . . . . . . . . . . 41 Southwest School & Office Supply . . . . . . . . . . . . 40 Staples . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Stifel . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 TerraVerde Energy . . . . . . . . . . . . . . . . . . . . 102 Vanir Construction Management . . . . . . . . . . . . . 111 Virco . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 West Coast Arborists . . . . . . . . . . . . . . . . . . . 110

IQAir North America, Inc. . . . . . . . . . . . . . . . . . 66 CASBO 2022 Annual Conference & California School Business Expo 115

Published by

The foremost authority on school business.

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

Managing Editor Joyce Tribbey

Chief Executive Officer Tatia Davenport

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