Page 3 - 2021 Winter Conference
P. 3

SESSION DESCRIPTIONS









                                   BREAKOUT SESSION 1                                      10:10 AM







                                                                                         -11:00 AM





        101: Using the new USFR Compliance                       102: Bond and Override Elections
                Questionnaire                                            Compliance - State and Federal

        The USFR Compliance Questionnaire (CQ) has               This session will cover State and Federal com-
        a new look designed to help districts get more           pliance requirements from the period leading up
        from their CQ each year. Come hear more about            to an election call through election day, including
        how you can use the newly designed CQ to help            use of exploratory committees, do’s and don’ts,
        you establish and maintain strong controls and           voter pamphlet requirements and more.
        get fewer audit findings.
                                                                 Speakers: Randie Stein - Stifel, Nicolaus &
        Speakers: Chris Votroubek &                              Company, Inc. & Paul Gales - Greenberg Trau-
        Paula Gustafson - Arizona Auditor General’s              rig LLP & Nate Bowler - Glendale Union High
        Office                                                   School District
        Track: Accounting                                        Track: Business Administration



        103: THE ORIGINS OF COMPLIANCE                           104: Keep Your Low-Hanging Fruit

                                                                         Out of Auditor Reach:  Compliant
        It  is  no small feat  to  keep your school district
        compliant with the  many rules and regulations                   Procurement Tips for Purchases
        required originating from any number of federal,                 Under $100,000
        state or local sources.  This session will explore
        the origins of  the various  rules school districts      The USFR says written  quotes  are generally
                                                                 needed  when  cumulative  purchases  fall below
        are required to adhere  to and ways to access            the $100,000 bid threshold. But what if you use a
        the information.  When an employee has a ques-           cooperative contract? Are there other compliant
        tion, are they knowledgeable as to the resourc-          procurement options? This session will explore
        es available and empowered to perform the re-
        search to determine a solution?   This session           the various  methods  to make these informal
                                                                 purchases, including multi-year quotes. You will
        will provide the tools needed to keep your team          come away with various best practices to make
        on a path of compliance.
                                                                 these purchases effective and efficient and make
                                                                 all your procurement dreams come true.
        Speakers: Sara Kirk - Heinfeld Meech &
        Francie Wolfe-Baumann - Dysart Unified                   Speakers: Bill Munch - Valley Schools &
        School District                                          Lila McCleery & Irma Hernandez - Phoenix
        Track: State/Federal
                                                                 Union High School District
                                                                 Track: Purchasing
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