Page 19 - 63rd Annual Conference Attendee Brochure
P. 19
Friday ’s Agenda
July 22, 2016
Breakout Session IV Breakout Session IV
Friday 8:00 am to 10:50 am Friday 8:00 am to 10:50 am
9:00 am - 9:50 am 10:00 am - 10:50 am
407: Paperless Purchasing - Become the Super
Hero for Your District by Streamlining Your 402: The Bond Finance Process: A Successful
Purchasing Process Case-Study
In today’s economy, managing documents has Understanding the Bond Financing Process -
become a key factor in controlling cost and in- planning, implementation and outcomes
creasing productivity in the workplace.Learn This session will be based on a successful case
how Paradise Valley Unified School District’s study of the Marana School District’s Bond Fi-
Purchasing Department utilized its Super Pow- nancing process. The program is designed to
ers to streamline their procurement process by give a helpful overview for districts looking
accepting electronic proposal submittals and ahead at their financing and facilities planning
electronic evaluations through innovative tech- options. The case studies will include strat-
nology. egy and planning elements. Getting to the point
Presented by: Claudia Leon & Lina Ardizzone of selling bonds includes a needs assessment,
- Paradise Valley Unified School District community input, establishing the parameter-
sof financing, the bond election, the design/
build process itself and the bond sale program.
10:00 am - 10:50 am The approach of this discussion is a holistic un-
derstanding of the financing process, how vari-
401: “With Great Power Comes Great ous members of the District’s staff are engaged,
Responsibility” Using the Extracurricular the role of the planner/architect, and how the
Activity Tax Credit Legally financing needs and capacities are integral to
School lawyers Tom Pickrell and Kristin Mackin the planning. The presenters include a member
will review the legal requirements for use of of the bond financing team, the superintendent
public school fees and donations that qualify and the planner/architect.
for the Arizona income tax credit for extracur- Presented by: Paul Winslow, FAIA - Winslow
ricular activities, character education and col- + Partners Architects, Dr. Doug Wilson - Ma-
lege/CTE testing. Common pitfalls, innovative rana Unified School District & Brian Lundberg
uses, and legislative developments relating to - Stifel, Nicolaus & Co., Inc.
the ECA tax credit will be discussed.
Presented by: Tom Pickrell - Mesa Public 403: Foodservice AFR
Schools & Kristin Mackin - Sims Murray, LTD Attend a refresher on how to accurately com-
plete the Foodservice Annual Financial Report.
Presented by: Nicholas Dunford - ADE
410: AASBO College Degree Programs
Learn about exciting opportunities to achieve
Associates, Bachelors and/or Masters degrees
at reduced tuition rates through AASBO’s part-
nerships with Central Arizona College and Ot-
tawa University. A representative from Ottawa
will be available for questions.
Presented by: Jeff Gadd - AASBO & Leslie
Montecuollo - Ottawa University
