Page 4 - 2019 Winter Conference
P. 4
Breakout Session I
101: 20% by 2020 - How Did your 102: Federal Solicitation Provisions
District Implement This New
Funding and Plans for the Future How do you know if a contract is provi-
sionally compliant for due diligence and
The Arizona Governor and Legislature approved your own contracts?
a 20% salary increase for teachers, based on the
average teacher salary, to be implemented across Presented By: Bobby Williams II - Mesa
fiscal years 2019 (10%), 2020 (5%), and 2021
(5%). Come to this interactive panel discussion Public Schools & Lourdes Banuelos -
as districts share how they implemented raises for Tolleson Union High School District
various employee groups in fiscal year 2019 and
how they plan to implement the 5% raise in fiscal
year 2020.
104: Lessons We’ve Learned From 3
Presented By: Scott Heusman - Alhambra Years of ACA Reporting
Elementary School District, Jeremy Calles
- Tolleson Union High School District & Lessons We’ve Learned From 3 Years of ACA Re-
Dale Ponder - Crane Elementary School porting Over the course of the past three Internal
Disrict Revenue Service (IRS) reporting seasons, we’ve
learned some valuable lessons about where em-
ployers may stumble when complying with the
103: Reconciling Cash to the Patient Protection and Affordable Care Act (ACA).
County Treasurer - Attendees will learn about critical factors that place
employers at risk of receiving a proposed penalty
What You Need to Know notice from the IRS. This workshop will walk par-
ticipants through the Employer Shared Responsi-
In order to effectively manage your District’s re- bility Payment (ESRP) response process, from re-
sources, it is imperative that cash is reconciled ac- sponding to IRS Letter 226-J through requesting a
curately and timely. This session will discuss what pre-assessment conference with the IRS Office of
the requirements are with respect to cash recon- Appeals. Attendees will go home with a checklist
ciliations whether your District reconciles directly of areas they should review to avoid common pit-
to the county treasurer or an intermediary agency falls in ACA reporting compliance. Each lesson will
is involved. Best practices that should be imple- be illustrated with case studies.
mented will be identified and tools that can be Learning Objectives:
utilized to assist in the reconciliation process will • What should we look for to assess penalty risk?
be shared. • How do we respond if the IRS proposes a pen-
alty?
• What best practices can we adopt to avoid com-
Presented By: Sara Kirk - Heinfeld, Meech mon missteps and prevent penalties to begin with?
& Co., P.C., Annette Moreno - Pendergast
Elementary School District, Trenda Long - Presented By: Nate Bowler -
Buckeye Elementary School District & Buckeye Elementary School District &
CJ Beckstrom - Buckeye Elementary Jessica Frier - American Fidelity
School District
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