Page 5 - 2025 Winter Conference Brochure

Breakout SEssion 2 203: WHAT YOU NEED TO KNOW ABOUT DATA

AND ACCESS TO SUN BUCKS BENEFITS
11:05 AM - 11:55 AM In this session, participants will build on existing
knowledge of the AzEDS data reported for NSLP
participating schools and how households apply for SUN
Bucks, a new grocery benefit available in Arizona for
201: Keeping compliant with Intouch eligible students.
Best Practices Child Nutrition

The world of school finance is every changing and it is
not always easy to keep up with the do's, don'ts, maybe Presented By: Rick Hall - Creighton School
do this, maybe don't, and hopefully what we are doing is
correct. When was the last time you reviewed the District
access and permissions with your bookstore operations
software? Did you overlook updating the processes to
ensure access was sufficient and appropriate? Join us 204: AUDIT RFP'S-WESTERN STYLE!
as we look at the access and user rights with InTouch School districts are required to contract with third party
Receipting to help ensure you are not leaving the back auditors to perform their annual audits. The Auditor
door open. General has proscribed the information that must be
Accounting included in the RFP solicitation that must be sent out.
There are additional requirements as well. Come to this
hoedown and learn how to dance your way through
Presented By: Tracy Rockwell - Deer Valley these requirements. Get in step to remain in compliance
when soliciting for your auditor!
Unified School District & Alison Dunn - InTouch
Receipting PurchASING

Presented By: Bill Munch - Valley Schools
Management Group, Lourdes Banuelos -
Tolleson Union High School District, Cheryl Burt -
202: UNRAVELING PAYROLL COMPLIANCE Buckeye Elementary School District &

This session will drill down on a potpourri of payroll Laura Szymanoski - Public Procurement Mentor
compliance requirements. Some of the topics will
include pay changes and mid-year contract changes –
can these be done and not violate the gift of public 205: MASTERING ARBITRAGE REBATE
funds clause? What staffing decisions can be delegated COMPLIANCE: STRATEGIES AND BEST
by the governing board to the administration? What are
some of the considerations when providing a hard to fill PRACTICE
stipend for an exempt vs non-exempt employee and Participants will delve into the intricacies of arbitrage
what IRS requirements should the district consider when rebate compliance as this session will cover the
offering discounts to their employees for tuition based fundamental principles of arbitrage rebate, including
programs like preschool and childcare.
the legal framework, calculation methodologies, and
reporting requirements. Attendees will gain practical
Business Administration insights into effective strategies for managing arbitrage
rebate liabilities, ensuring compliance with IRS
regulations, and optimizing financial outcomes for
Presented By: Carrie O’Brien - Gust Rosenfeld municipal bond issuers.
P.L.C. & Mona Rodriguez - Peoria Unified School State/Federal Issues
District
Presented By: Tyler Moore - Higley Unified
School District & Robin Schlimgen - BLX Group