Pre-Annual Meeting Workshops explore critical school business management issues in depth and engage you in discussions on a variety of topics. Workshops are either half-day or full-day sessions and include an additional registration fee that is added to the Annual Meeting Registration Fee. Sign up by filling out the registration form today.
To receive CPEs or CEUs, Workshop attendees must scan their badge at the beginning and end of the Workshop, as well as complete the Workshop evaluation that will be emailed to you at the conclusion of the Annual Meeting.
CPE and CEU Credits: ASBO International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. See the CPE/ CEU Information page for NASBA’s policies.
ASBO International has been reviewed and approved as an Authorized Provider of CEUs by the International Association for Continuing Education and Training (IACET). See the CPE/ CEU Information page for IACET's policies. To receive CPEs or CEUs, Workshop attendees must sign the Workshop roster at the beginning and end of the Workshop, as well as complete the Workshop evaluation.
CEU and CPE INFORMATION
Sign up for a Pre-Annual Meeting Workshop and earn the continuing education units (CEU) and continuing professional education (CPE) credits you need.
Pre-Annual Meeting Workshops explore critical school business management issues in depth and engage you in discussions on a variety of topics. Workshops are either half-day or full-day sessions and include an additional registration fee that is added to the Annual Meeting Registration Fee. Sign up today by filling out the registration form.
ASBO International has been approved as an Authorized Provider by: The International Association for Continuing Education and Training (IACET) 8405 Greensboro Drive, Suite 800 McLean, VA 22102
In obtaining this approval, ASBO International has demonstrated that it complies with the ANSI/IACET Standards which are widely recognized as standards of good practice internationally. As a result of their Authorized Provider membership status, ASBO International is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standards.
ASBO International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the: National Registry of CPE Sponsors 150 Fourth Avenue North Suite 700 Nashville, TN 37219-2471 www.nasba.org The instructional delivery method for these Pre-Conference Workshops is Group — Live, and no prerequisites or advance preparations are necessary for participation, unless otherwise indicated. ASBO will also offer CPE credit for select Discussion Group sessions at the Annual Meeting using this instructional delivery method. Visit the ASBO Website at www.asbointl.org/AnnualMeeting for more information about these sessions.
To receive CEU or CPE credit for Pre-Annual Meeting Workshops and select Discussion Groups, attendees must verify attendance at the beginning and end of the Workshop or Discussion Group and complete the session evaluation.
Complaint Resolution and Refund Policy: For more information regarding administrative policies, such as complaint and refunds, contact our offices at: ASBO International 11401 North Shore Drive Reston, VA 20190
Or, you can call ASBO International at 866/ 682-2729, x7080.
ASBO International reserves the right to cancel a Pre-Annual Meeting Workshop due to low enrollment. In the event ASBO cancels a Workshop, a full refund will be given or registrants may choose to register for another Workshop.
Workshop #ORIEN2 Friday, October 23, 4:00 p.m. - 5:00 p.m. Please reserve your place for one session of this FREE Workshop Topic Level: All levels All attendees are welcome and newcomers are strongly encouraged to attend this FREE orientation Workshop on ASBO International and its Annual Meeting & Exhibits. Whether it’s your first or tenth time at the Annual Meeting, you're sure to learn something new. Meet up with other participants, learn about session types and what they cover, find out about networking opportunities, and more.
Learning Objectives: 1. Summarize how a new member may benefit from ASBO International Membership. 2. Recognize where and when to network at the Annual Meeting & Exhibits 3. Identify the type of Annual Meeting programming that best matches current learning needs.
Workshop 01 New!Positive Impact Workshop: A Perpetual ROI: Hands-On School Beautification Efforts Are a Win-Win For All Friday, 8:00 a.m. - 5:00 p.m. CEUs: .7, CPEs: 8 Topic/Program Level: All levels, Basic Field of Study: Personal Development Program Prerequisites: None Advance Preparation: None Member $205 / Non-Member $285 Revitalize hope for children – and your own sense of purpose. Lend a hand for ASBO's inaugural volunteer workshop, a day of joining forces to beautify a Chicago school (MS Word document, 158K file). Rick Kolsky will share his insights based on research and personal experience with global leaders in public/private sector partnerships and enterprises to build and strengthen our communities. Learn, hands-on, the leadership, communication, and organizational strategies for replicating the goodwill efforts back in your own district. You'll help students take pride in themselves and their school and accomplish tasks that likely would never be attempted otherwise. Make a lasting difference – for the school, you, and ultimately your own district. Money raised from registrations for this workshop will go directly to fund the supplies for the execution of this project by Chicago Cares, a local organization that promotes community service.For more about the group, please visit their Website at www.chicagocares.org.
Learning Objectives: 1. Describe the specifics of a project that could be accomplished in your district. 2. Outline the basic strategies for organizing and implementing the selected project in your district. 3. Describe the steps involved in planning, communicating, executing, and providing follow up for the selected project.
Speaker: Richard I. Kolsky, Ph.D., Lecturer of Executive Programs, Kellogg School of Management, Northwestern University, Evanston, IL
Workshop 02 Privacy and Information Security: Best Practices for Schools Friday, 8:00 a.m. - 5:00 p.m. CEUs: .7 Topic Level: All levels Member $205 / Non-Member $285 A recent study suggests that the personal information and privacy of students, parents, faculty, staff, alumni, and other consumers are at heightened risk in all of our schools, K-postsecondary. The relatively small education sector accounts for as much as 25% of all the consumer profiles that have been compromised in average data breach incidents. Many educational institutions, especially K-12 and smaller postsecondary school, are unaware of legal requirements, risks, and liabilities of lax privacy and information security. This education awareness workshop for administrators who are responsible for protecting records will provide an overview of information security, privacy, identity theft, laws, and liability. The best practices solution is explained and developed in detail.
Learning Objectives: 1. Describe the current status of information security in the K-postsecondary education sector. 2. Identify the legal requirements, risks, and liabilities pertaining to privacy and information security. 3. Discuss the current best practices for protecting records and avoiding the consequences to individuals and schools of identity theft.
Speaker: Joseph Campana, Ph.D., J. Campana & Associates LLC, Madison, WI
We're sorry, but ASBO has cancelled Workshop 3. We invite you to register for other workshops.
Workshop 03 Build to Last: What You Don't Know Can COST You! Friday, 8:00 a.m. - 5:00 p.m. CEUs: .7 Topic Level: All levels Member $205 / Non-Member $285 Cost overruns, project delays, errors & omissions, change orders, performance deficiencies, damages, claims, and lawsuits…the all too common trademarks of school construction projects gone awry. Learn proven strategies for avoiding such costly and wasteful outcomes en-route to designing and building your next sustainable, high-performance school. Gain valuable “insider insights” into what really goes on - and often goes wrong - behind the scenes of a school construction project, through real life experiences shared by a veteran architect and a seasoned school facilities manager. Learn from the experts how to establish effective accountabilities among all project stakeholders to ensure successful project outcomes. You will also learn the proper application of several alternative energy technologies and how to select from among several high-performance, energy-efficient strategies and technologies to achieve the maximum operational cost savings throughout the life of your facility.
Learning Objectives: 1. Identify five proven strategies for keeping school construction projects on schedule and on budget 2. Identify three common causes of school construction claims along with three preventive strategies. 3. Explain the role of the owner’s representative, the architect, the construction manager and the commissioning agent and three strategies for ensuring project stakeholder accountability 4. Identify the strengths and limitations of three alternative energy technologies
Speakers: Clyde Henry, AIA, Principal, Triad Architects, Columbus, Ohio Rick Orr, Facilities Manager, Career & Technology Education Centers, Newark, Ohio Joe Ventresca, Director of Energy Services, Green Schools International, Dublin, Ohio John Gayetsky, Principal & CEO, Green Schools International, Dublin, Ohio
Workshop 04 Tour of Metea Valley High School and Brokaw Early Learning Center Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3 Topic Level: All levels Member $125 / Non-Member $175 Indian Prairie School District 204 is the fourth largest district in the State of Illinois and historically, one of the fastest growing districts in the country. To solve overcrowding issues, the district is building a third new high school for 3,000 students, grades 9-12. To support the core instructional areas, each wing is a unique consolidation of administration offices, student lockers, vertical circulation, teacher planning centers, and resource areas creating a "think tank" type environment for academic exploration, tutorial, and socialization.
Education facility design is essential for students in the most critical development period of their lives. Oswego Early Childhood Center’s design responds to the unique challenges of its users, three to five year olds. The attributes of their new learning environment gives each student a place where they can learn how to learn - a trait necessary for life. The building is designed as four small houses or “schools”. From a student's perspective, the scale of their school is reduced to just five classrooms and a living room, which is the programmatic heart, social nerve center, and visual connection to the environment.
Learning Objectives: 1. Explain the relationship of school design to instructional efficacy. 2. Discuss how the consolidation of administrative offices, student lockers, vertical circulation, teacher planning centers and resource areas create a “think tank” environment. 3. Describe the educational and social benefits of this type of designed learning environment.
Speakers: James French, AIA, REFP, Senior Principal, DLR Group, Shawnee Mission, KS; Dennis Bane, AIA, LEED AP, Principal, DLR Group, Chicago, IL; Jim Schmid, Metea Valley High School Principal, Naperville, IL; Marsha
Hollis-Golden, Assistant Superintendent for Teaching and Learning, Oswego CUSD
308, Oswego, IL
Workshop 05 GASB 39: Which Organizations Are Component Units and What About Booster Clubs? Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Accounting (Governmental) Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 This presentation will examine the relationships between the school district and related parties: campus activity groups, student activity groups, and parent organizations. Current issues of facility usage, fundraisers, use of district logos and name, will be covered. In addition, IRS guidelines on Sec. 5013 organizations will be covered as they relate to assisting booster club formal organization and operations. Sample forms/manuals for use by the school district will be provided for guidance in developing operational procedures for student activity groups, parent organizations, and booster clubs.
Learning Objectives: 1. Identify GASB standards for practical application of determining the reporting entity under GASB 39 and GASB 14. 2. Describe the required processes of accounting for agency funds with student activity groups and campus activity funds. 3. Explain relationships with booster clubs, parent organizations and student groups.
Speaker: Karen Wiesman, RSBO, Associate Director for Operational Services, Education Service Center – Region 2, Corpus Christi, TX
Workshop 06 Proactive School Security and Emergency Preparedness Planning Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Business Management & Organization Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 Designed for both new and veteran school business administrators, this session will help participants determine how their districts measure up to the best practices in security and crisis preparedness planning. National will experts guide interactive presentations and discussions of practical "nuts and bolts" security and emergency preparedness strategies that make schools safer and keep school leaders out of the headlines and out of court. Common gaps between policy and practice, high-risk areas for liability, drills and exercises, transportation security, athletic event security, engaging support services staff, parental and media communications skills, and related topics will be presented. Learn how to select qualified K-12 school security consultants and how to implement their recommendations as a part of a district's strategic plan.
Learning Objectives: 1. Identify current trends and best practices in school security and emergency planning. 2. Demonstrate how school business managers can select qualified school security consultants through RFP and selection processes. 3. Demonstrate how school business managers can implement security and emergency planning recommendations as a part of their district's strategic plan.
Speakers: Kenneth Trump, President, National School Safety and Security Services, Cleveland, OH; Chuck Hibbert, President, Hibbert Safe School Consulting, Indianapolis, IN; Robert Ciserella, Assistant Superintendent for Finance, Facilities & Operations, Glen Ellyn SD 41, Glen Ellyn, IL
Workshop 07 Stimulus Package Accountability Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3 Topic Level: All levels Member $125 / Non-Member $175 The American Recovery and Reinvestment Act of 2009 (ARRA) appropriates $787 billion dollars in an effort to stimulate and improve the Unites States economy – $100 billion for elementary, secondary, and post-secondary education. On one hand, the government is interested in these funds being spent promptly to help drive the nation’s economic recovery. On the other hand, the poor track record of how some prior government appropriations have been handled is increasing the expectations for transparency reporting and accountability to prevent abuse and support the most effective uses of the ARRA funds. This workshop will provide information on the sources of funding and how states will be held accountable to ensure that ARRA funds will be used in the most effective way possible for education.
Learning Objectives: 1. Explain how your state will be held accountable for the funds received through the 2009 Recovery Act. 2. List the sources of ARRA funding that are available in your state. 3. Describe how your district can ensure that funds through the ARRA will be used in the most effective way possible for education.
Speaker: Jose Rico, Special Assistant, Office of Elementary and Secondary Education, U.S. Department of Education, Washington, DC; Phil Maestri, Director, Risk Management Service, Office of the Secretary, U.S. Department of Education, Washington, DC; Jay Himes, Executive Director, Pennsylvania Association of School Business
Officials, Harrisburg, PA; Kurt Subra, CFO, West Des Moines Community School
District, West Des Moines, IA; Barbara Shaner, Associate Executive Director, Ohio
Association of School Business Officials , Columbus, OH.
Workshop 08 The Advantage of Understanding Body Language: Read Them Like A Book Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Personal Development Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 What does it mean when he sits with his arms folded or she leans toward you when you are speaking? How about when he looks up and to the right as he is speaking or she is fiddling with her hair while you are talking? Knowing what these non-verbal cues mean can be crucial during the interview process and beyond. This knowledge is also helpful as you interact with other members of your organization. Join us and learn the basics of body language.
Learning Objectives: 1. Interpret the meaning of different body positions. 2. Explain the hidden meaning of non-verbal clues. 3. Evaluate an interview candidate based on both the responses to questions and the candidate’s body language.
Speaker: William Flaherty, Assistant Superintendent, Spotsylvania County Schools, Fredericksburg, VA
Workshop 09 How To Create an Award-Winning Budget Friday, 8:00 a.m. - 12:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Finance Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 The most scrutinized and utilized financial report in all school district financial reporting is the annual budget. Communicating budget information is therefore critical. This workshop, based on the Meritorious Budget Awards (MBA) program criteria, will show participants how to develop a budget that meets today's most rigorous demands using guidelines created specifically for school entities. Upon completion of the workshop, participants will be eligible to enroll as MBA budget reviewers.
Learning Objectives: 1. Communicate to constituents and school board members through the budget document, the budget process, and funding. 2. Demonstrate best budgeting practices and recognize them in the budget document. 3. Organize budget information to provide in-depth data about education programs and their funding stream.
We're sorry, but ASBO has cancelled Workshop 10. We invite you to register for other afternoon workshops. Workshop 10 The Introduction of Financial Management Standards in Schools (FMSiS) for Schools in England Friday, 1:00 pm – 5:00 pm CEUs: .3 Topic Level: All levels Member $125 / Non-Member $175
Learn how the Department for Education and Skills (DfES) in the U.K. has implemented the Financial Management Standards in Schools (FMSiS) to ensure that resources for schools in the U.K. are put to the best possible use. Learning Objectives: 1. Describe the effectiveness of governance arrangement in schools and the extent to which the governing body and other supervisory boards fulfill their "critical friend" roles in the financial management and accountability of the delegated funds; 2. Explain effectiveness of benchmarking of a School's financial performances with statistical "neighbor" schools to provide a more realistic approach to the allocation of delegated funds and 3. Demonstrate the way in which the School leadership and management operate with financial integrity in accounting for the delegated funds. Speaker: Elvis E. Asea-Ariko, Southwark Education, London, United Kingdom
Workshop 11 Energy Conservation: Seeing Is Believing Friday, 1:00 p.m. - 5:00 p.m. CEUs: .3 Topic Level: All levels Member $125 / Non-Member $175 Everyone agrees that conservation and environmental protection are important, but how do you get teachers, students, and staff to recognize they are stakeholders in the process? What if your students could see the real-time kilowatt reduction when they turn off a light? What if your administrators could see how much energy is used in each building on campus? What if your board members could see your utility usage and consumption in real time? In this session, one district will discuss how they measure energy consumption and how they have created a way to communicate to the stakeholders to get everyone involved in conserving.
Learning Objectives: 1. Define the concepts of conservation and environmental protection as they apply in the context of a school. 2. Identify tools and strategies that can enable students, faculty, administrators and school board members to monitor energy usage in real time. 3. Describe a plan for instituting and communicating the value of an energy consumption monitoring system in your school district.
Speakers: Rodney Williams, Manager, Newark Public Schools, Newark, NJ; Steven Morlino, Executive Director-Facilities, Newark Public Schools, Newark, NJ; Edward Brzezowski, Noveda Technologies, Inc., Branchburg, NJ
Workshop 12 Enterprise Risk Management: Practical Tools & Strategies Friday, 1:00 p.m. - 5:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Management Advisory Services Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 Managing a complex and diverse school environment continues to be more and more challenging. Is Enterprise Risk Management (ERM) a new fad, or have organizations been able to utilize ERM to help them manage through uncertainty? Find out in this interactive workshop as we explore the many different paradigms of risk management, the challenges of managing a very diverse organization, and how you can apply ERM concepts in a school environment.
Learning Objectives: 1. Describe Enterprise Risk Management concepts, methods and anticipated benefits. 2. Demonstrate the unique challenges, including the differing perspectives of risk, related to implementing Enterprise Risk Management in a school district. 3. Give examples of some time-proven and practical tools to assist you in the implementation of Enterprise Risk Management at your institution.
Speakers: Kay J. Watson, RSBS, CFO/Business Manager, Fremont County SD 24, Shoshoni, WY; Ryan Isaacs, Area Assistant Vice President, Public Entity & Scholastic, Arthur J. Gallagher Risk Management Services, Inc., Grand Rapids, MI; Bert Nuehring, Executive, Crowe Horwath, LLC, Oak Brook, IL; Gregg E. Anderson, Executive, Crowe Horwath, LLC, Oak Brook, IL.
Workshop 13 How To Prepare a Comprehensive Annual Financial Report (CAFR) Friday, 1:00 p.m. - 5:00 p.m. CEUs: .3, CPEs: 4 Topic/Program Level: All levels, Basic Field of Study: Finance Program Prerequisites: None Advance Preparation: None Member $125 / Non-Member $175 This workshop will prepare participants to create a Comprehensive Annual Financial Report (CAFR) and describe the differences between a regular financial report and one that is considered “comprehensive.” In addition, this session will detail the process of submitting an application to ASBO's Certificate of Excellence in Financial Reporting program.
Learning Objectives: 1. Evaluate and communicate a school district's financial position 2. Compare the characteristics of a regular financial report with those of a comprehensive financial report. 3. Outline the steps for submitting an application to ASBO's Certificate of Excellence in Financial Reporting program.
Speakers: ASBO International’s Certificate of Excellence (COE) Committee
