Page 4 - 2024 Winter Conference

Breakout Session One 102: AS THE WORLD TURNS -

10:10 AM - 11:00 AM THE BOND & OVERRIDE
ANNUAL CYCLE

Each month there are State and/or federal compliance
matters that Districts should be aware of as it relates to
101: COST ALLOCATION PLAN budgets, tax rates, overrides and post-bond issuance items. If
FUNDAMENTALS you are new to your role or are looking for a checklist of
things to do to stay in compliance, join us for this session.
Internal Service Funds allow for school districts to charge
various internal departments and schools for services
provided. Common chargeback models include Presented By: Heather Mock - Maricopa County
transportation and print shops. To effectively manage an School Superintendent's Office &
Internal Service Fund it is important to have a Cost Jim Giel - Gust Rosenfeld P.L.C &
Allocation Plan that accurately captures the costs of these
services. This session will review the fundamentals of Erika Coombs - Piper Sandler & Co.
building and maintaining a cost allocation plan. BUSINESS ADMINISTRATION

Presented By: Karin Smith - Heinfeld Meech & 104: COMMON AUDIT FINDINGS
Brian Lockery - Kyrene School District AND SOLUTIONS WHEN DEALING
ACCOUNTING WITH CAPITAL ASSETS

We'll look at the common areas of non-compliance for
capital assets and discuss effective and efficient procedures
to address each.
103: EXPLORING THE POTENTIAL
FOR UNIVERSAL STUDENT MEAL Presented By: David Wood - Professional Group
ACCESS THROUGH COMMUNITY Public Consulting (PGPC) & Jessica Leasure -

ELIGIBILITY PROVISIONS (CEP) Dysart Unified School District
PURCHASING
-PART 1-

Given recent modifications in the formulas affecting meal
reimbursement percentages for free meals, this may be 105: SECURE 2.0: WHAT
the ideal opportunity to implement CEP within your
district. Join us to explore the recent enhancements in the EMPLOYERS SHOULD CONSIDER
program that provides free meals to all students and gain The SECURE 2.0 Act was signed into law on December 29,
insights into utilizing the reimbursement estimator tool. 2022. This law is designed to enhance retirement savings
Additionally, we'll address any inquiries you may have options and make it easier for employees to save and
regarding how CEP can impact your district, including its access their funds. This session will be instrumental in
implications for reporting Title I percentages. helping you understand and prepare for SECURE 2.0
changes. From mandatory updates to optional provisions,
we'll give you the information you need to move forward
with confidence.
Presented By: Lindsay Aguilar – Tucson Unified Join us for guidance on determining the best next steps for
School District & Sandra Schossow - Peoria Unified your organization. By attending, you can expect to leave
School District & Lindsey Cler - Arizona Department with the following:
of Education & Aaron Tyler - Arizona Department A clear understanding of which changes are optional and
required
of Education A deeper comprehension of the opportunities that SECURE
CHILD NUTRITION 2.0 can offer
Specific action items to help you create a personalized plan
for you and your employees

Presented By: Kimberly Dugdale - Blue Ridge Unified
School District & Paul Arvin - American Fidelity
STATE/FEDERAL ISSUES