Page 6 - 2015 Spring Attendee Brochure

AASBO’s 2015 Spring Conference

Oceans of Opportunity - Waves of Success

Schedule of Events

Accounting Business Administration

101: How to Keep the Titanic from Hitting the Iceberg : 102:“Current” Affairs of Transportation Funding
Internal Audits without the Auditor Are you curious about the “ocean currents” affecting pupil transportation funding?
Imagine your District is the Titanic and you are the business official. You are the captain, in This session will provide an overview of transportation funding, the data behind it and
charge of steering the District into compliance. You have an external audit to tell you all the most recent changes in reporting. Come hear from the perspectives of a school district
things you did wrong, but think it would be great to have an internal auditor to help prevent Transportation Director, Finance Director and the School Finance Unit of the Arizona
problems. Alas, there is no funding for this position. This session will unlock the treasure Department of Education.
chest of ideas and chart the course to steer you away from the iceberg of noncompliance. Presented by: Annette Moreno & Dean Humphrey, Pendergast Elementary School
Specific points of interest will be ADM, procurement, cash, and the chart of accounts. District, and Jim Heck & Monica Paz, Arizona Department of Education
Presented by: Karin Smith, Heinfeld, Meech, & Co., P.C.
202: Navigating the Successful Future of Your District Amid Staffing Changes
201: Creating Business Office Procedures 101 Staff members resign, sometimes are terminated, or maybe need to take an extended
Does your Business Office have procedures that are written and provide guidance to leave. This could be detrimental to the daily operations in our business office. Now is
your staff? This session will provide you the tools to begin creating and writing pro- the time to establish a successful cross training plan and ensure you have a succession
cedures that work for your district. Two experienced Business Managers will provide plan in place. This session will share key strategies to implement cross training to protect
insight on they have done to complete a procedure manual in their Business Offices. your organization. Don’t let a staffing change in your district capsize your operations.
Presented by: Norma Pacheco, Union Elementary School District, and Charlotte Gates, Presented by: Stephanie Herzog, Morristown School District, Linda Virgil, Peoria Unified
Sahuarita Unified School District, Continental Elementary School District. School District, Tracy McLaughlin, Tolleson Union School District, and Jeff Gadd, AASBO
301: Guiding your Assets into Safe Waters 302: Cash and Property Fraud – Tips and Tricks To Prevent and Detect
You’ve built the ship – now keep it afloat and bring it into the harbor safely with good Fraud happens in many forms from larceny to skimming. Recent headlines remind us
recordkeeping. This session will cover the depths of capital asset recordkeeping, in par- of the risks! This session will identify key strategies to implement to prevent the loss
ticular how to handle construction in progress records. School business managers and of district assets including monies and property as well as tips to help identify actual
stewards of capital assets will ensure the District remains on firm compliance ground. loss. Specific Arizona School District cases will be shared with lessons learned from the
Presented by: Tracy McLaughlin , Tolleson Union High School District and CW Payne, district perspective.
Heinfeld, Meech, & Co., P.C. Presented by: Travis Zander, Agua Fria Union School District, Karin Smith, Heinfeld
& Meech, and Lindsey Perry, Arizona Office of the Auditor General
401: Preparing for High Tide in Accounts Payable
Don’t just tread water, surf the wave and help prepare your district to handle those 402: Capital Funding Alternatives and Bond Ratings
gnarly government regulations! What should you be doing for Use Tax? Do you spend Whether you are sailing through Bonds or a Lease Purchase program or treading water
too much time whining about W-9s? Are you getting everything you need to accurately through Performance Contracting or swimming with a QZAB, you need to look at your
create 1099s? Don’t get caught out in the open water and keep an eye out for those financing options. This session will provide an overview of the different capital financ-
Irritated Raging Sharks! ing options that are available so you can find your perfect beach.
Presented by: Mike Martinez, Maricopa County Education Service Agency (MCESA) Presented by: Ken Hicks, Peoria Unified School District and Bryan Lundberg, Stifel Nicolaus