Iowa
School
Business
Management
Academy
Professional Certification Program
and
School Business (SBO) Authorization Program
for New and Continuing
School Administrators and
School Business Officials
Levels I, II, III and IV: May 1-3, 2013
Graduate Course: May 2-3, 2013
Scheman Building
Iowa State University - Ames, Iowa
Sponsored By:
Iowa State University – College of Human Sciences/School of Education
With Advisory Committee Representation By:
Iowa Association of School Business Officials
Iowa Department of Education
Iowa Association of School Boards
School Administrators of Iowa
Office of the State Auditor of Iowa
AEA Business Managers
School Legal Counsel
Register before March 25 and save!
About the Academy
Invitation
You are cordially invited to enroll in the professional
certification program offered by the Iowa School Business
Management Academy. Effective in 2012, the Academy will
also serve as a provider of the School Business Official (SBO)
Authorization and Licensure Renewal Programs. The
Academy is designed to provide school administrators and
school business officials an efficient and effective way to
develop high level knowledge and skills in school finance and
school business management that will foster leadership,
innovation and service to Iowa’s students and schools.
Sponsors and Supporters
The Academy is sponsored by Iowa State University’s College
of Human Sciences and School of Education. Various other
professional partners support the Academy each year through
service on the Advisory Committee and/or by providing course
instructors. The Academy extends its appreciation to the Iowa
Association of School Business Officials, the Iowa Department
of Education, the Iowa Association of School Boards, School
Administrators of Iowa, the Office of the State Auditor of Iowa,
and the AEA Business Managers.
Location
The Academy is held in the Scheman Building which is located
in the Iowa State Center at the corner of Lincoln Way and
University Boulevard in Ames. From Highway 30 going east or
west, use the University Blvd. exit and proceed north (past the
football stadium) and turn left at Hilton Coliseum. Proceed
around Hilton Coliseum west to the Scheman Building.
Curriculum Program
The Academy program is set up in four components, or levels,
offered in sequence over a four-year period.
2013 - Iowa School Business Management Academy Classes & Faculty
Date / Time
Level 1
Level 2
Level 3
Wed, May 1
Rooms 250-252
Rooms 204-208
Rooms 260-262
9:15-10:00
Registration
Registration
Registration
10-11:50
Communicating
Foundations of Ed
Acct - Audit
Information to the
Meier
basics Battani
Public - Chabal
1-2:50
School Finance
Legal System as
Basics I
Applied To School
Acctg - Audit
(Foundation
Districts
basics Battani
Formula) Black
Haindfield
3-4:50
LegalBasic School
Risk MgmtEmployment
Acctg & Reporting
Insurance
Law
I (GAAP) Vink
Jester
Engel
Thursday,
May 2
8-9:50
Basic School
Acctg & Reporting
II (CoA,CAR)
Ragias
Legal - Liability &
Risk Management
Bracken
10-11:50
1-2:50
3-4:50
Facility Planning
Wilkerson w/DE
ResourceSchwartz
Level 4
Room 275
Registration
Legal – Advanced
Gov. Sharing & Reorg – Engel
Legal - Bonding &
Contracting
Grob/Peeler
Using Technology
to Prepare Public
Reports& Manage
Records – Hansel
Legal-Parent &
Student Rights
Van Heukelem
Audit Reports
Fin Analysis –
Graham
Facility
Management
Wilkerson
Legal-Basic Gov
Haindfield
Finance- Budg.
Revenues
Nicholson
Legal-Advanced
Employment Law
Hanks
Transp / Fd Serv
Christensen /
Hanna
School Finance
Basics II
(forms/cycle)
Elmore
Finance
Cash Mgmt
Tangen
Acctg-Transfers
& Inventory
Babinat
Spreadsheets
Clayton
Fin - Budg
Expendatures
Howsare
Advanced HT
(Non-Legal)
Negotiations
Magee
Acctg - Fixed
Assets – Finger
Finance –
Program Budg
Expendatures
Howsare
Debt Planning
Oswald
Mentoring Program
&
Graduation –
Tangen & VanGorp
Acctg.-Internal
Controls Tangen
Long-term debt
Stensland
Friday,
May 3
8-9:50
School Finance
Basic III
(Facil/SBRC)
Elmore w/DE
ResourcesMcCurdy &
Schwartz
Human
Resources (NonLegal)
Stillwell
10-11:50
New SBOs
Only
12:50-2:20
2:30-4:00
Basic School
Acctg & Reporting
II – cont’d
Ragais
Closing Out the
First Year
Hamiltonh
Curriculum
The curriculum of the Academy has been approved by the Iowa
Department of Education and is aligned with Iowa’s School
Business Official Standards and Criteria.
Completion Requirements
Participants receive 22.5 points for each of the Levels I, II, III,
and IV that are completed satisfactorily. The remaining 10
points needed by participants as part of the 100 points required
for Academy certification (diploma) may be acquired through
attendance at specified training sessions sponsored by the
Academy. These are held in conjunction with IASBO meetings
in the fall and spring of each year (2.5 points for each session).
Assessment Option
The Academy participants have the option of taking a postacademy on-line assessment to verify their proficiency in the
topics covered that May. The certificate for completing the seattime requirements will be referred to as the “Certificate of
Completion” (diploma) and the certificate awarded for passing
each assessment with a minimum of 75% proficiency will be
referred to as the “Certificate of Proficiency” (plaque).
Graduate Level Program
(Academy Graduates of Levels I-II-III-IV Only)
Thursday May 2: Registration 7:30-8:00 a.m.
Classes 8:00 a.m. – 5:00 p.m.
Friday May 3:
Classes 8:00 a.m. – noon
Finance
2 hrs - Special Education – DE
2 hrs – At-Risk, TAG & other Categorical Funding - DE
Legal
2 hrs – Contracts and Other Employment Issues - Bracken
2 hrs – Legal and Legislative Updates - Haindfield
Support
2 hrs - Long-Range Financial Planning - Sinclair
2 hrs - Health Care Reform - Wanderscheid
Program Information
Registration and Fees
REGISTER ON-LINE AT THE ISBMA
WEBSITE: http://www.education.iastate.edu/isbma/
Advance registration is required for all levels. Registration fees
(including materials, continental breakfasts, refreshments and
buffet luncheons) are as follows.
IASBO members who register by March 25:
$375 for Level I, II, III and IV; $225 for graduate level.
(No registrations will be accepted after Monday, April 22.)
Non-members who register by March 25:
$450 for Levels I, II, III and IV; $325 for graduate level.
(No registrations will be accepted after Monday, April 22.)
Any registration received after March 25:
$500 for Level I, II, III and IV; $375 for graduate level.
(No registrations will be accepted after Monday, April 22.)
Fees are to be paid prior to the start of the Academy.
Make checks payable to Iowa State University.
Iowa State University
Treasurer’s Office
1220 Beardshear Hall
Ames, IA 50011-2044
If you have any questions, please call Nancy Moorhead at
(515) 250-6101, or send e-mail to nmoorhea@iastate.edu.
Lodging
You are responsible for making your own room reservations.
The Hotel at Gateway Center (515-292-8600)
Best Western University (515-296-2500)
Country Inn & Suites (515-233-3935)
Comfort Inn (515-232-0689)
Grandstay Residential Suites (515-232-8363)
Holiday Inn (515-268-8808)
Meals
Continental breakfasts (W-Th-F) and buffet luncheons (W-Th)
are provided daily in the Scheman Building as part of your
registration fee. (A small-group lunch will be offered to new
school business officials only prior to their required training on
Friday afternoon.)
Attendance
Participants are required to attend all course components and
classes assigned in order to qualify for credit and certification.
Unavoidable absence must be cleared with Academy staff, and
make-up work may be assigned.
Refund Policy
Fee refunds are 100% if registration is cancelled on or before
April 10, and 50% if cancelled after April 10. No refunds will
be issued on cancellations made after April 22.
Academy Staff
Faculty for the Iowa School Business Management Academy
are carefully selected from among the best professional talent in
a given area of study. Whether the topic is law, finance,
accounting, material management, or how to work with people,
you will find that the Academy faculty outstanding. Most
faculty are actual field practitioners and all are experts in their
field. You will have an opportunity to evaluate each instructor
to insure that the highest caliber instructional staff is
maintained.
Courses are scheduled in two-hour blocks and are held in
the Scheman Building.
Course Schedule for Levels I, II III, and IV:
Pick up your nametag, class schedule and course binder
beginning at 9:15 a.m. on Wednesday, May 1, at the second
floor registration desk.
Level I, II, III and IV classes start at 10:00 a.m. on Wednesday.
You should plan to be in class promptly to begin each session,
as time is at a premium. Class schedules for the rest of the week
are as follows:
First session, 8:00 a.m. -- 9:50 a.m.
Second session, 10:00 -- 11:50 a.m.
Lunch, 12:00 noon -- 12:50 p.m.
Third session, 1:00 -- 2:50 p.m.
Fourth session, 3:00 -- 4:50 p.m.
(Classes end at noon on Friday, May 3, except for those
required for the small group of new SBOs working
toward their standard SBO authorization.)
Graduate Level attendees may pick up their registration
materials beginning at 7 a.m. on Thursday, May 2. Class
schedules are the same as above.
Course Sections
Graduate Level course sections are scheduled to provide class
sizes of approximately 50 people per section. You will be
assigned to a section, and you should plan to stay with that
section throughout the Academy program.
Course Materials
All printed course materials are included with your registration
fee. Books, notebooks and other materials issued to you
become your property. You may wish to place your name and
school district name in all materials in case they become
misplaced.
Registration Form
(Only one registration per form. Please duplicate for additional registrations.)
Iowa School Business Management Academy
May 1-3, 2013
Note deadlines and fees! Register before March 25 and save!
Registration can be completed online via the Academy’s webpage.
http://www.education.iastate.edu/isbma/
Name:
Title:
School District:
Work phone: (
Address:
Email address:
City:
State:
)
Zip:
Note: Iowa State University requests this information for the purpose of registering you in a conference. No one outside the University, with the exception of participants in this conference, is
routinely provided this information. If you fail to provide the required information, we cannot promise accurate registration. (Reference: Iowa Code, Chapter 22:11; Iowa Fair Information
Practices Act)
REGISTRATION IS FOR: _____Level I (New Enrollee); _____Level II (Continuing Enrollee);
_____Level III (Continuing Enrollee); _____ Level VI (Continuing Enrollee); _____Graduate Level (must have
already completed Levels I, II, III and IV)
Check One:
Yes, I would like to receive SBO Licensure Renewal Credit for the Academy Classes.
No, I am not interested in receiving SBO Licensure Renewal Credit for the Academy Classes.
PLEASE CHECK ONLY ONE BOX BELOW:
 Level I, II, III and IV fee - IASBO member - $375 is enclosed (if registered by March 25)
 Level I, II, III and IV fee - Non-member - $450 is enclosed (if registered by March 25)
 Level I, II, III and IV late fees - $500 is enclosed (IASBO member or non-member registered after March 25)
 Graduate fee – IASBO member - $225 is enclosed (if registered by March 25)
 Graduate fee – Non-member - $325 is enclosed (if registered by March 25)
 Graduate late fee - $375 is enclosed (IASBO member or non-member, registered after March 25)
Please make checks payable to:
Send to:
Iowa State University
Iowa State University
Treasurer’s Office
1220 Beardshear Hall
Ames, IA 50011-2044
Registrations will be closed after Monday, April 22.
Any Questions or Concerns, contact Nancy Moorhead at (515) 250-6101or email nmoorhea@iastate.edu.
The Iowa School Business Management Academy and Iowa State University programs and policies
are consistent with pertinent federal and state laws and regulations on non-discrimination regarding
race, color, age, religion, national origin, sexual orientation, gender identity, genetic information,
sex, marital status, disability, or status as a U.S veteran. Inquiries can be directed to the Director of
Equal Opportunity and Compliance, 3280 Beardshear Hall, (515) 294-7612.
Iowa School Business Management Academy,
Dr. Nancy Moorhead, Executive Assistant
Iowa State University, School of Education
N229 F Lagomarcino Hall
Ames, Iowa 50011-3195
IOWA STATE UNIVERSITY
OF SCIENCE AND TECHNOLOGY