Page 9 - 2019 Spring Conference

Business Administration Sessions

10:45 AM 2:00 PM
102: It Takes a Team to Protect your 302: Are you paying too much, providing the
District’s Data and Address a Data required transparency and verifying the
validity of the price on your JOC & CM@Risk
Breach—geared toward Business construction projects? (perhaps not!)
and Operations Staff
As a result of the recent scrutiny on this topic by the
This class will teach Business and Operations Staff AZ Attorney General, we will provide an in-depth
about a School District’s legal obligations related look at the current practices in the K-12 construction
to data under federal and state law and Governing market with regard to the “alternative project deliv-
Board policies; provide practical suggestions on ery methods” in the state. In addition, we will provide
how a School District can elevate District employ- potential solutions to help school districts provide the
ee awareness in safeguarding data and reporting proper due diligence in terms of: 1. Saving the district
money (up to 24% of the construction cost) 2. Com-
concerns to supervisors; highlight the innovative plete transparency 3. Auditability 4. Price verification
work being done at Glendale Elementary School 5. Fiduciary responsibility Come join us for this session
District to secure its data and address vulnerabili- and learn the pertinent information and the knowl-
ties; and conduct a thought provoking tabletop edge you need to fulfill your responsibility as a steward
exercise to simulate a data breach with District of the district’s available funds. We are certain you will
leadership. learn about things you never heard before and come
away with a better understanding of the alternative
Presented By: Tom Clark - Glendale Elemen- construction delivery best practices.
tary School District & Carrie O’Brien - Gust
Rosenfeld P.L.C. Presented By: Ken Carter - 1GPA, Charlie Bow-
ers & Alan Levin - Estimating Plus, LLC

12:45 PM 3:05 PM
202: The Future Continuing Disclosure 402: Learning from the PAST & looking to

Requirements - Two New Listed the FUTURE - Elections Best Practices
Events We will discuss ways you can communicate facts with
your community (whether you are having an elec-
Effective February 27, 2019, the Securities and tion or preparing for one). Discussion items will in-
Exchange Commission has added two signifi- clude WESD at a glance, key takeaways from working
cant additions to the list of events for which on 10+ elections in the same district, wins & lessons
notices are to be provided by issuers within learned. How has the district approach to elections
changed and evolved over time? How does the Dis-
10 business days. These amendments relate to trict communicate information internally & externally?
the incurrence of any material financial ob- How do you coordinate with the main players in the
ligations or agreements. We will discuss the process including: Teachers/Staff, Parents, Task Force,
requirements associated with these two new Administration, Outside Groups (Business Advisory
amendments and suggest additions to your Team, Community Supporters). What is the social me-
debt management policies and procedures. dia impact? How does the District share information
on capital projects? At the end of the session, we will

Presented By: Michelle Myers - Peoria Unified also have time for participants to exchange ideas.
School District, Jennifer Cosper - Squire Patton Presented By: Cathy Thompson - Washington
Boggs (US) LLP, Sandra Day & Bryan Lundberg Elementary School District & Erika Coombs
- Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc. 9