Celebrating the Past, Present & Future October 2-3, 2014

Transcription

1 Celebrating the Past, Present & Future October 2-3, 2014 Fall Conference Hilton Hotel and Spa Short Pump, Virginia

2 Welcome from the President VASBO operates under a strategic plan which sets our direction and controls how the changing succession of leaders navigates. This plan is critical to helping us maintain focus, direction, and purpose. It is my job to steer this association and keep it moving down the track. Our challenge this year has been to find more cost effective ways of serving our members needs. We have worked to find new ways to encourage networking, professional development, sharing of ideas, communication and collaborating, and advancing our profession. The VASBO fall conference is designed to introduce innovative ways to assist you in your daily functions. At this conference, you will continue to develop partnerships that will provide support in your school districts. I invite all members to express ideas and suggestions freely. I hope you will take advantage of the variety of speakers we have presenting relevant information on important topics that affect us all. By sharing your thoughts and ideas during this fall conference, we will collaborate to find solutions to the issues we face daily. Thank you again for this opportunity to serve you as President of VASBO. I am honored and feel blessed to have this opportunity. Wayne Cosby VASBO President Special Thanks Our sincere thanks to all of the speakers for donating their time and talents to make the VASBO Fall 2014 Conference a success! Mr. John Hanson, CPA, Artifice Mr. Steve Miller, Mr. Mike English, Forecast5 Analytics Dr. Jamelle Wilson, Hanover County Schools Mr. Scott Cummings, Department of Planning & Budget Mrs. Catherine Digilio-Grimes, Virginia Department of Education Mrs. Tracie Coleman, CPA, Virginia Department of Education Mr. Barry Faison, CPA, Virginia Retirement Systems Dr. Michael Murphy Mr. Nathan King, Department of Taxation Mr. David Rowe, PAHM, Bankers Insurance Mr. Nick Allen, Mr. Gregory Snow, Wells Fargo Insurance Services Mr. Jim Regimbal, Fiscal Analytics, Ltd. Lee-Davis High School Orchestra

3 Agenda: Thursday, October 2, 2014 Time Topic 8:00 am - 8:20 am Registration & Pre-function Henrico Room Location 8:30 am - 4:30 pm UVA-VASBO Certification Cohorts I & II Henrico A (I) Henrico B (II) 12:30 pm - 1:00 pm Continuing Education Registration 1:00 pm 4:00 pm Continuing Education Seminar Speaker: Mr. John Hanson, CPA Artifice Learn about the fraud triangle and why people commit fraud, as well as organizational risks resulting from fraud and current trends in government enforcement. Learn about common fraud schemes in areas such as payroll, accounts payable, accounts receivable, and purchasing, as well as some practical tips about how you and your organization can prevent, detect, and respond to fraud. Business Center I Capital A & B 4:00 pm - 6:00 pm VASBO Management Team Meeting Capital C & D 6:00 pm - 7:00 pm Hospitality Please join Dixcy Kilduff, American Fidelity; and, Judd VanDervort, Keystone Information Systems. 7:45 pm - 9:00 pm Forecast5 Introduction Speaker(s): Mr. Steve Miller & Mr. Mike English Forecast5 Analytics Introduction of a new partnership to produce analytics on staff and financial data within Virginia for budgeting purposes. Bar Area Henrico Ballroom 9:00 pm - 11:00 pm Hospitality Outside Lounge Past VASBO Presidents

4 Agenda: Friday, October 3, 2014 Time Topic 8:00 am - 8:30 am Registration & Continental Breakfast 8:30 am - 9:45 am General Session Speaker: Dr. Jamelle Wilson Hanover County Schools Achievement, Access, and Accountability: The Role of the School Business Official in the success of our Public Schools. VASBO Business Meeting Speaker: Mr. Wayne Cosby (VASBO President) 10:00 am - 11:00 am Professional Education Session I (choose one) State Budget Update Speaker: Mr. Scott Cummings Department of Planning & Budget Gain an overview of potential changes to the state budget during the upcoming General Assembly session and the potential impacts on K-12 education. School Nutrition Update Speaker: Mrs. Catherine Digilio-Grimes Virginia Department Of Education Focus on several new Regulatory provisions. To include a discussion of: 1. Financial reporting and the relationship between the Finance office and the School Nutrition office; 2. Allowable and unallowable expenses o the School Nutrition program including bad debt; 3. Community Eligibility Provision (CEP); and, 4. Smart Snacks for Schools - Nutrition Standards for all foods/beverages sold. Virginia Student and Staff Data Speaker(s): Mr. Steve Miller & Mr. Mike English Forecast5 Analytics Utilizing Analytics - Virginia School Division Student and Staffing Data. Learn how to utilize VASBO partner Forecast5 Analytics sight tool as a business intelligence model to access the DOE s student and staffing databases. Room Location Capital E & F Capital A Capital B Capital C

5 Agenda: Friday, October 3, 2014 Time Topic 11:15 am - 12:15 pm Professional Education Session II (choose one) Special Education Fiscal Requirements Speaker: Mrs. Tracie Coleman, CPA, MBA Virginia Department of Education A high level overview of the various fiscal related requirements of the Individuals with Disabilities Education Act (IDEA). VRS Modernization Update, Pension Reform & Proposed VRS Rates Speaker: Mr. Barry Faison, CPA Virginia Retirement System Discussion on the Modernization Phase 3; Pension Reform Changes, and Modernization Phase 4; Overview of VRS contribution rates: Discussion of GASB Changes and VRS plans. Virginia Financial Data Speaker(s): Mr. Steve Miller & Mr. Mike English Forecast5 Analytics Utilizing Analytics - discuss Virginia School Division Financial Data. Learn how to utilize VASBO partner Forecast5 Analytics sight tool to access school division data submitted to DOE. 12:30 pm - 1:45 pm Lunch Speaker: Dr. Michael Murphy Financial Leaders in the 21st Century Entertainment: Lee-Davis High School Orchestra Director: Mrs. Maureen Hawley Hanover County Public Schools Room Location Capital A Capital B Capital C Capital E & F

6 Agenda: Friday, October 3, 2014 Time Topic 2:00 pm - 3:00 pm Professional Education Session III (choose one) Sales Tax Exemption Requirements Speaker: Mr. Nathan King Department of Taxation Room Location Capital A Outline the Virginia Sales and Use Tax exemption criteria and how it applies specifically to public and private schools. Affordable Care Act Speaker: Mr. David Rowe, PAHM Bankers Insurance What employers need to know about the Patient Protection and Affordable Care Act (Health Care Reform) and how it impacts the administration of your employee benefits program. Private Exchanges Speaker(s): Mr. Nick Allen & Mr. Gregory Snow Wells Fargo Insurance Services Private exchanges are online marketplaces for health insurance and other supplementary products. The question is, are you ready to provide a private exchange option? This presentation will educate finance and human resource professionals on the latest buzz in employee benefits. 3:15 pm - 4:15 pm General Session Speaker: Mr. Jim Regimbal Fiscal Analytics, Ltd. Capital B Capital C Capital E & F Virginia economic and budget trends and how they potentially impact K-12 School Aid. 4:15 pm - 4:30 pm 50th Anniversary Celebration Capital E & F Thank you for attending! We hope to see you at the Winter Conference on February 5-6.

7 VASBO Committees Immediate Past President Mrs. Lisa Frye Frederick County Audit Chair Mr. John Broderick Sussex County Cardinal Award Mrs. Deborah White Goochland County Constitution & Bylaws Mrs. Suzanne Scott Hampton City Continuing Education Mrs. Donna Eagle Winchester City Legislative Mr. Dave Cline Prince William County Membership Committee (Co-Chairs) Mrs. Katie Miano Mrs. Susan Peterson Montgomery County Roanoke County Resolutions Mrs. Marilyn Woodall Chesapeake City Scholarship Mrs. Joanne Wright Mrs. Penny Hodge State Technology Advisor Mr. William Flaherty Gloucester City Roanoke County Retired Nominations Mrs. Lisa Frye Frederick County Vendor Committee Mrs. Tracey Worley Pittsylvania County Mrs. Amy Hardy Vendor Representative (s) Mrs. Dixcy Kilduff Mrs. Mallory Wiggs Refer A Colleague To VASBO Today! The Virginia Association of School Business Officials (VASBO), is a statewide membership organization in Virginia for School Business Officials. Our mission is to promote the highest standards of school business practices for our membership through professional development, continuing education, networking and legislative impact. Pittsylvania County American Fidelity TRA Help us make a statewide difference to every county and community. Refer a colleague!

8 VASBO Management Team President President-Elect Treasurer Secretary Director One Year Director One Year Director Two Year Director Two Year Mr. Wayne Cosby Mr. Bill Bowen Mrs. Shannon Irvin Mr. Phillip Trayer Mrs. LaShahn Gaines Mr. Jonathan Miller Ms. Terry Stone Ms. Brook Thomas Executive Director Mr. Steven Bateson Upcoming Conference Dates VASBO Winter Conference February 5-6, 2015 Richmond Marriott Downtown Richmond, VA VASBO Spring Conference May 19-22, 2015 Williamsburg Double Tree by Hilton Williamsburg, VA Sustaining Sponsors Thanks to all of the dedicated companies for their sponsorship during Your support allows us to offer programs and education to our school divisions! Diamond American Fidelity Platinum VACORP Virginia Retirement Specialists Horace Mann Insurance Gold TRA Software Solutions RDA Systems Source4Teachers/Mission One Siemens Frontline Placement Technologies Silver Ameresco TCPN Kelley Educational Staffing GCA Education Services Data Business Systems Keystone Information Systems Online School Management Systems RevTrack SSC Service Solutions Sungard K12 Education Partner Forecast5 Analytics Wells Fargo If interested in becoming a sponsor, or obtaining information about sponsoring an activity, or an advertising opportunity, please admin@vasbo.org. VASBO P.O. Box 72608, Richmond, VA Website: vasbo.org admin@vasbo.org (800)