Florida Association of School Business Officials
49th Annual Conference
Orlando, FL
“Creating Connections – Building Bridges…Together”
Tuesday, October 6, 2015
FREE
8 am – 10 am
10 am – 12 pm
12 pm – 1 pm
1 pm – 3 pm
3 pm – 5 pm
FREE
8 am – 4 pm
8 am – 12 pm
12 pm – 1 pm
1 pm – 3 pm
3 pm – 5 pm
If attending conference
Room
7 hours A&A
Construction Accounting & Auditing, Jennifer Christensen & Vic Incinelli, Carr, Riggs & Ingram Florida Bay-3
Internal Controls & Fraud Detection, Jennifer Christensen & Vic Incinelli, Carr, Riggs & Ingram
Lunch Sponsored by Office Environment Services K12
Tentative - GASB Updates, James L Burdick, Partner, Cherry Bekaert,
Tentative – GASB Updates, James L Burdick, Partner, Cherry Bekaert,
If attending conference
Payroll Certification
Topic
Payroll 101
Lunch Sponsored by Office Environment Services K12
Record Keeping and Retention
Managing a Payroll Department
Mediterranean A
FREE
If attending conference
8 am – 4:40 pm
Accounts Payable Certification
8 am – 9 am
TBD
9 am – 11 am
11 am – 12 pm
12 pm – 1 pm
Lunch Sponsored by Office Environment Services K12
1 pm – 2 pm
2 pm – 3:30 pm
3:30 pm – 4:30 pm
Indian
Roundtables
1:30 pm – 4:30 pm
Operations/Maintenance/Energy
Mediterranean B
1:30 pm – 4:30 pm
Purchasing / Contracts/Warehousing/ Property Records Fixed Assets Roundtable
Caribbean B
1:30 – 4:30 pm
Investigators Professional Standards Round Table
Caribbean C
Tuesday, October 6, 2015 (cont.)
Room
2 pm – 9 pm
Vendor Set Up
Pacific/Atlantic/Arctic Ballroom
5:00 pm – 5:30 pm
FASBO Board of Directors Meeting
Room #205
5:45 pm - 7:00 pm
Registration
Caribbean A
5:45 pm – 7:00 pm
Welcome Hospitality
Tampa Bay Patio
Wednesday, October 7, 2015
8:00 am – 3:00 pm
Conference Registration
Special Thanks to Ameresco and Valic for conference bags
Caribbean A
8:00 am –9:00 am
Continental Breakfast
Pacific/Atlantic/Arctic Ballroom
8:00 am – 9:00 am
First Time Attendee Breakfast & Scholarship Recipients
Sponsored by Ameresco and Valic
Mediterranean A
8:30 am – 9:00 am
Vendor Greetings Meeting (Vendors Only)
Tracey Gallentine Presiding
(You are encouraged to attend General & Mini Sessions)
Social Media with Sam Bays, Spoke Strategy
Pacific/Atlantic/Arctic Ballroom
9:00 am – 10:00 am
Opening Session
Invocation and Pledge of Allegiance
Sam Bays, Vice President
Color Guard:
Chorus:
Coral A&B
Welcome:
Presiding: Sam Bays, Vice President
Introductions and Announcements
SASBO Greetings, Lesia Casanovas, SASBO President
Vendor Greetings, Tracey Gallentine, Ameresco
Sam Bays, Spoke Strategy
Presiding: Robert Waremburg, President
Wednesday, October 7, 2015 (cont)
10:00 am - 11:00 am
Motivational Speaker: Denise Ryan
Topic: How To Get Along With Everyone Who Isn’t You
Tips on how to communicate (connect) with the styles that are different from your own
Presiding: Robert Waremburg
Door Prize Drawing
11:00 pm – 1:45 pm
Expo Open Vendor Trade Show and Member/Vendor Luncheon in
2:00 pm –3:00 pm
Special Interest Sessions
Room
A
Topic: Lean Six Sigma continuous Process Improvement (CPI) Part 1
Caribbean B
Target Area: Operations
Speaker: Robert Wiebel, project Administration Specialist Brevard County Schools
Presiding: Jim Surguine, Operations Director
B
Topic: Bridging the Generation Gap
Caribbean C
Issues such as generational stereotypes, improving inter-generational communication, and dealing with conflict will be discussed. You’ll also learn three things that
will tell you more about a person than simply when they were born and why the generations are the way they are.
Target Area: Leadership
Speaker: Denise Ryan
Presiding: Jim Drake
C
Topic: Public Sourcing – What is the Benefit of Using an RFI (Request for Information) Mediterranean A
Learn how you can obtain valuable results for your purchase needs by inviting vendor input during your specification development stage, and ensure optimum
vendor participation for competitive costs. ALL function areas will be able to apply this procurement study to their individual department or division.
Target Area: Purchasing, Contracts & Warehousing
Speaker: Roberta Stanton, Buyer II, Seminole County Schools
Presiding: Rene Barnard, Purchasing Director
D
Topic: Family Medical Leave Act (FMLA) Part 1
Mediterranean B
Target Area: HR/Payroll
Speaker: William Richardson Jr, Outreach Specialist, US Department of Labor
Presiding: Rita Zazzaro, HR Director
E
Topic: The Relationship of the CBO, CTO and Vendor Assessing and Implementing Technology Mediterranean C
This will focus on the impact of Districts/Counties with the elimination of the E Rate: a significant financial burden particularly to those with VoIP Solutions.
Target Area:
Speaker: Craig Schilling, EdD, Consultant, Retired CBO and past Director ASBO International, Chris Beyne, Marketing Manager Digital Schools and Education
Channel Manager/Atom AMPD
Presiding: Suanne Lee, Accounting Director
Wednesday, October 7, 2015 (cont)
Room
3:05 pm –4:05 pm
Special Interest Sessions
A
Topic: Lean Six Sigma Continuous Process Improvement (CPI) Part II
How to manage by the numbers
Target Area: Operations
Speaker: Robert Wiebel, Project Administration Specialist, Brevard County Schools
Presiding: Jim Surguine, Operations Director
B
Topic: Firing Up the Troops
How to lead and motivate
Target Area: Leadership
Speaker: Denise Ryan
Presiding: Jim Drake
C
Topic: Florida DMS, Division of Purchasing – What is the Difference in their Term
Contracts, Purchasing Agreements, and Alternate Contract Sources?
Caribbean B
Caribbean C
Mediterranean A
Learn how each contract or agreement may be used by educational facilities and what content other agencies/districts should be aware of. ALL function areas will
want to know this information if using a State Contract, Agreement, or Alternate Source to make a purchase!
Target Area Purchasing, Contracts & Warehousing
Speaker: Cliff Chroust, Purchasing Director, Manatee County Schools
Presiding: Rene Barnard, Purchasing Director
D
Topic: Family Medical Leave Act (FMLA) part 2
Mediterranean B
Target Area: H/R/Risk Management
Speaker: William Richardson, Jr. Outreach Specialist, US Department of Labor
Presiding: Rita Zazzaro, HR Director
E
Topic: Liquidity & Cash Flow Management
Mediterranean C
Target Area: Business
Speaker: Steven Alexander, CTP, CGFO, CPPT, Managing Director, Pfm Asset Management
Presiding: Rhonda Odom, Financial Director
4:05 pm –4:15 pm
Beverage Break
Wednesday, October 7, 2015 (cont)
4:15 pm –5:15 pm
Room
Special Interest Sessions
A
Topic: Mitigating the Arc Flash Threat
Caribbean B
Everyone in Maintenance and Operations understands the importance of safety, and just about everyone has seen the tremendous damage and life-threatening
hazard which result when the air becomes conductive in an Arc Flash. But convincing our customers of the necessity for real operational changes to mitigate this
risk is still one of the most significant challenges for M & O professionals. In this breakout we'll hear about how one large District made the change and about the
challenges of implementing this no-hot-work mindset in another District.
Target Area: Operations
Speaker:
Presiding: Jim Surguine, Operations Director
B
Topic: My Files Are Where?
Cloud Based Productivity Suites such as Google Apps for Education, Office 365
Target Area: MIS
Speaker: Kathy Cooper, Manager, IT Support
Presiding: Kathy Cooper, MIS Director
Caribbean C
C
Topic:
Mediterranean A
Target Area: Leadership
Speaker: Lesia Casanovas, SASBO President
Presiding: Jim Drake
D
Topic: Options for Electronic Payments and Receipts
Mediterranean B
Target Area: Accounts Payable
Speaker: Tony Watkins, Online School Management Systems
Presiding: Suanne Lee, Accounting Director
5:30 pm – 7 pm
FASBO Member/Vendor Reception
Pacific/Atlantic/Arctic
Sponsored by
7:00 pm
FASBO night on your own
7 pm –7:15 pm
Vendor Wrap Up (Tracey Gallentine presiding)
7:15 pm – 10 pm
Vendor Breakdown
Thursday, October 8, 2015
7:30 am –8:30 am
Continental Breakfast
Thursday, October 8, 2015 (cont)
Pacific
Room
8:00 am – 11:00 am
Registration
Caribbean A
8:30 am – 10:00 am
Vendor Round Tables
Pacific
This session will provide an opportunity for vendors and attendees to discuss more specifically and informally topics relating to Auditing, Energy/Facilities,
Finance/Business Management, Fixed Assets/Property Control, Food Service, IT and Purchasing. This “roundtable discussion” will consist of a short presentation
related to the topic as well as an in-depth Q&A opportunity. You won’t want to miss being “around” this session! Three chances to win $100!
10:00 am – 10:15 am
Beverage Break
Indian
10:15 am – 11:15 pm
FASBO General Session
Topic: Legislative Update
Speaker: Scott Howatt, District Negotiator, Orange County Schools
Presiding: Robert Waremburg, President
Door Prize Drawing
Indian
11:15am – 11:45 pm
FASBO General Business Meeting
Door Prize Drawing
11:45 pm – 1:00 pm
Lunch on Your Own
1:00 pm – 2:00 pm
Special Interest Sessions
A
Topic: Inventory Management is Asset Management
Caribbean B
It doesn’t matter what you call it, Warehouse, Stockroom, Parts room or just a supply closet, learn about strategies to minimize cost to your district operations
Target Area: Operations
Speaker: Nancy Thomas, Logistic Manager, Orange County
Presiding: Jim Surguine, Operations Director
B
Topic: Security & Surveillance Within the Districts
Caribbean C
Target Area: MIS/IT
Speaker: Gary Marsh, Investigator, Escambia County Schools, Brain Johnson, Network Analyst, Escambia County Schools
Presiding: Cathy Cooper, MIS Director
C
Topic: Legislative Updates – Impacts to Purchasing & Contracting
Mediterranean A
Learn how recent legislation will require solicitation & contract language revisions and what legal interpretation reviews are needed for required processes and
procedures. ALL function areas may be interested to see what may affect upcoming purchase or contract needs.
Target Area: Purchasing, Contracts & Warehousing
Speaker: Suzanne D’Agresta, Shareholder, Brown, Garganese, Weiss & D’Agresta, P.A.
Presiding; Rene Barnard, Purchasing Director
Thursday, October 8, 2015 (cont)
D
Topic: Re-Designing Your Salary Schedules
Room
Mediterranean B
Target Area HR/Payroll
Speaker: Rita Zazzaro, Director Payroll, Lee County Schools
Presiding: Rita Zazzaro, HR Director
E
Topic: ERP Implementation – The Good, The Bad, and the Ugly
Mediterranean C
Target Area: A/P, Finance
Panel: TBA
Presiding: Suanne Lee, Accounting Director
2:05 pm – 3:05 pm
Special Interest Sessions
A
Topic: Fixing the Custodial Function Part 1
Caribbean B
An overview of the Public School Custodial Function, including statistics on how it is commonly structured, what is (potentially) less-than-optimal about that
structure, and the argument to outsource the entire function. GCA as Subject Matter Expert
Target Area: Operations
Speaker: GCA
Presiding: Jim Surguine, Operations Director
B
Topic: Collaboration vs. Competition: Charters That Build Bridges to Student Success Caribbean C
Strategies to help school districts meet identified needs through partnership and collaboration with non-profit charter school organizations that share the mission to
serve "at-promise" youth.
Target Area: Charter Schools
Speaker: Joy Boldree, Florida Educational Services Director, MycroSchool Charter High Schools
Presiding: Jim Drake
C
Topic: Cooperative Purchasing – Is There Really A Benefit?
Mediterranean A
Learn the reasons Legislators promote Cooperative Purchasing and how School Districts are using this process for increased economic advantage. ALL function
areas will find this subject useful for their purchase & budget planning.
Target Area: Purchasing, Contracts & Warehousing
Speaker: Larche Hardy, Coordinator for PAEC Cooperative State Purchasing Program
Presiding: Rene Barnard, Purchasing Director
D
Topic: What Happens After You Run Payroll – Payroll Accounting
Target Area: HR/Risk Management
Speaker: Rita Zazzaro, Director Payroll, Lee County Schools
Presiding: Rita Zazzaro, HR Director
Thursday, October 8, 2015 (cont)
E
Topic: When is an FTE not an FTE?
Mediterranean B
Room
Mediterranean C
Target Area: Finance
Speaker: Mark Eggers, Assistant Deputy Commissioner, Finance & operations, Florida DOE
Presiding: Rhonda Odom, Finance Director
3:05 pm – 3:15 pm
Beverage Break
3:15 pm –4:15 pm
Special Interest Sessions
A
Topic: Rightsourcing
Caribbean Hallway
Caribbean B
Target Area: Operations
Speaker: Jim Surguine, Sr. Director, Orange County Schools
Presiding: Sam Bays, Vice President
B
Topic: Making Sense (Cents) Out of the Food Service Reauthorization Legislation
School Nutrition Accounting Programs
Target Area: Operations
Speaker:
Presiding: Art Dunham, Past President
Caribbean C
C
Topic: Three Laws of Performance
Mediterranean A
Target Area: Leadership
Speaker: Stephanie Riviello, Manatee County, Jim Drake, Monroe County
Presiding: Jim Drake
D
Topic: Move Over I’ll Drive
Navigate the Internet Superhighway effectively and securely
Target Area: IT
Speaker: Kathy Cooper, Manager IT Support
Presiding: Kathy Cooper, IT Director
Mediterranean B
E
Topic: Steps to Becoming an Effective Business Office Manager
Mediterranean C
Target Area: Finance
Speaker: Benjamin Wayne Rockmore, PhD., Lecturer of Management, University of Central Florida
Presiding: Rhonda Odom, Finance Director
Thursday, October 8, 2015 (cont)
4:20 pm – 5:20 pm
Room
Special Interest Sessions
A
Topic: Fixing the Custodial Function Part 2
Caribbean B
An alternative to outsourcing the custodial function, focusing on how other Florida School Districts have brought Custodial under Maintenance and Operations, the
challenges of this initiative, and the payback in control/quality of service. This session will be informed by M & O Directors who are living this paradigm every
day.
Target Area: Operations/Maintenance
Speaker: Kevin Ballinger, Custodial Manager, Orange County
Presiding: Jim Surguine, Operations Director
B
Topic:
Caribbean C
Target Area: Operations
Speaker:
Presiding: Sam Bays, VP
C
Topic: Promoting Vendor Competition – The Benefits of Electronic Bidding
Mediterranean A
Learn how Statutory and Florida Administrative Code allowances for electronic bidding can help stimulate vendor competition for lowest cost purchasing. ALL
function areas will be able to apply this procurement method to bot commodities and services!
Target Area: Purchasing, Contracts & Warehousing
Speaker: Neil McDonald, Crowne Inc.
Presiding: Rene Barnard, Purchasing Director
D
Topic: You Don’t Need A Title To Be a Leader
Mediterranean B
Target Area: Leadership
Speaker: Jim Drake, Executive Director, Finance & Performance, Monroe County Schools
Presiding: Jim Drake
E.
Topic: Super Circular Update
Mediterranean C
Target Area: Accounting
Speaker:
Presiding: Suanne Lee, Accounting Director
5:30 pm – 6:30 pm
Reception
Evening on Your Own
Friday, October 9, 2015
7:30 am – 8:30 am
Continental Breakfast
Friday, October 9, 2015 (cont)
8:30 am – 9:30 am
General Session
Topic: Balancing the Risks and Rewards of Social Media
Indian
Room
Speaker: Sam Bays, Spoke Strategy
Presiding: Rita Zazzaro, H/R Director
9:35 am – 10:35 am
General Session
Topic: FRS
Indian
Speaker: Chris Brown, Account Manager, Valic
Presiding: Rita Zazzaro, H/R Manager
10:40 am – 11:40 am
General Session
Topic: Economic Forecast – “Doom and Gloom” or “Rainbows and Sunshine”
Speaker: David Jang, Senior Vice President, D.A. Fixed Income Management
Presiding: Robert Waremburg
Door Prize Drawing
11:40 am – 12
Introduction of New Officers and Directors
Closing Remarks
Grand Door Prize Drawing
12:15 am – 1:30 pm
Board of Directors Meeting
Presiding: Sam Bays, President
Mediterranean C