Page 2 - 2015 Winter Conference Brochure

Winter Conference 2015

Breakout Session I: 103: Federal Compliance Matters
for Bonds
This session will include discussion of
current topics and developments within
101: Charting the Course in a Small
SCHEDULE OF EVENTS District the federal compliance arena for bonds,
including the new Municipal Advisor
Discuss issues that small districts
rules, EMMA continuing disclosure, arbi-
encounter and how they can maintain trage rebate matters and more. The pres-
compliance in a small staffed office. entation team will be a panel including
8:00 am—9:00 am Laura Felten, Assistant Superintendent
Registration & Presented by: Karin Smith, Heinfeld, for Business with Paradise Valley USD,
Continental Breakfast Meech & Co., Stephanie Herzog, Morris- Jim Giel with Gust Rosenfeld PLC, Stephen
town Elementary School District Broden with Arbitrage Compliance Spe-
9:00 am—9:15 am cialists and Bryan Lundberg with Stifel,
102: Evaluation Committees: Mak- Nicolaus & Co., Inc. The presentation can
Welcome & Conference Overview
ing Sure you Explain the Rules and be configured for either a large or small
Conference Chair Shari Zara and
the Process group settings, as appropriate.
AASBO President Mike Fisher This learned panel will discuss what to
do when it’s time to evaluate the RFP and Presented by: Bryan Lundberg, Stifel,
9:15 am—10:05 am you have your Evaluation Committee in Nicholaus & Co., Inc., James Giel,
General Session & Keynote Address place. Your mission is to provide them Gust Rosenfeld, PLC, & Laura Felton,
the navigational equipment to make the Paradise Valley Unified School District
Dennis Hoffman
evaluation successful. The discussion will
Economist, Arizona State University
include ways to help your committee
and Director of the Seidman Research 104: School Foundations, PTO’s and
keep the ship afloat and make a sound
Institute, has maintained administra- Boosters: Legal Aspects of Dealing
contract award.
tive and research oversight for many with Affiliate Organizations
projects undertaken at the request of Presented by: Lari Staples, Peoria
This session will address the proper ways
Arizona businesses and government Unified School District, Connie Lataille, that school districts can interact with and
agencies. His extensive experience with Glendale Elementary School Distict,
the state and local economy positions Gary Barkman, Mesa Public Schools, support parent teacher organizations,
him for his current research interests Laura Szymanoski, Dysart Unified booster clubs and other types of non-
that include defining and measuring School District, Bill Brannen, Govern- profit organizations. Legally permissible
the role of research universities in ment Bid Advisors, and Bill Munch, methods of processing donations, Gift
Valley Schools Management Group
regional development, quantifying the Clause concerns, the need to have outside
value of education investments to the groups form non-profit corporations, and
economic prosperity of a region, and other best practices when considering
measuring the impact of various fiscal sharing or expending school district re-
initiatives on regional development. Dr. sources will also be discussed.
Hoffman is the faculty director of the
Center for Competitiveness and Pros- Presented by: Anthony Contente-Cuomo,
perity Research where the he directs Udall Shumway PLC & Annette Moreno,
the Productivity and Prosperity Project. Pendergast Elementary School District

10:10 am—11:00 am
Conference Snapshot
Breakout Session I
Federal Issues
11:05 am—11:55 am
103: Federal Compliance Matters for Bonds
Breakout Session II
Business 203: Continuing Disclosure and SEC’s
101: Charting the Course in a Small Enforcement Actions Including MCDC
12:00 pm—1:00 pm
District Initiatives
Lunch 201: Cybersecurity and Privacy 303: The OMB Super Circular and What it
301: How Not to Go Adrift When Means to your District
1:00 pm—1:50 pm Calculating and Reporting JTED and AOI 403: Federal-School Nutrition Smart
Breakout Session III 401: Are Your Financials Transparent? Snack Compliance
1:50 pm—2:05 pm
State Issues
Break Purchasing 104: School Foundations, PTO’s and
102: Evaluation Committees: Making Sure Boosters: Legal Aspects of Dealing with
2:10 pm—3:00 pm You Explain the Rules and the Process Affiliate Oranizations
Breakout Session IV 202: The USFR Compliance Questionnaire 204: Student Activities & Auxiliary
302: On-Line Sales for Surplus Property Operations
3:00 pm 402: Working with the Procurement Rules 304: Treading the Uncharted Waters of
E-Records
Adjournment
404: Cash Controls