Certification LASBO’s Board of Directors established its Professional Certification Program in December 1992. This is a voluntary program of professional certification that leads to five types of designations:

Certified Louisiana School Business Administrator (CLSBA)

Certified Louisiana Charter School Business Administrator (CLCSBA)

Certified Louisiana School Business Official (CLSBO)

Certified Louisiana School Business Specialist (CLSBS)

Certified Louisiana Charter School Business Professional (CLCSBP)

The certification program is open to LASBO members employed full-time in the central business office of a school system in Louisiana. A certification application form can be down-loaded from LASBO’s website at www.lasbo.org. LASBO currently has 240 active certified school business officials employed in 72 school systems throughout Louisiana. Attendees of the Fall Workshop may earn credit toward certification education requirements. Attendees already certified may earn up to six hours toward recertification. The deadline for certification applications is Dec. 19, 2016. Recertification hours are due by Dec. 19, 2016. The new 3-year recertification period begins Jan. 1, 2017.

Who Should Attend The LASBO Fall Workshop brings together the entire central business office staff in an informal learning environment. Finance directors, department heads, accounting staff, payroll and purchasing personnel, IT personnel, auditors and others interested in the topics are all encouraged to attend.

Register Early! The registration fee of $75 is due by Oct. 17, 2016. A late fee of $15 will apply for registrations postmarked after Oct. 17. Full refunds through Oct. 17; $15 fee will withheld from registrations received Oct. 18 to 24; no refunds after Oct. 24.

Accommodations A block of rooms has been reserved at the Paragon Resort in Marksville, LA. Rates are $91 single or double standard rooms in North and South Towers, and $114 single or double for Atrium Tower rooms. An extra $30 is charged for third person in room. Each person is responsible for supplying a completed tax exempt form at check in. The form can be found on the LASBO web site (under Events, then Conferences & Workshops).

These rooms will be held until October 15 or until block is sold out. Call (800) 642-7777 to make your reservation, and refer to the LASBO 2016 Fall Workshop - LASB15G. Check-in time is 4:00 p.m. and check out is 11:00 a.m.

Questions? Terri Adams, LASBO Conference Coordinator P.O. Box 1290, Prairieville, LA 70769 Phone: 225-933-1309 Fax: 225-673-8867 tabs1@bellsouth.net www.lasbo.org

We appreciate our Fall Workshop Sponsors

Premier Sponsor

First Financial Group of America

Conference Sponsors

Allen, Green & Williamson

Argent Financial Group

Arthur J. Gallagher & Company

Benefit Analyst, LLC

Capital One Bank

Concept Electronics

EDgear LLC

Excel Software Professionals/Alio

Foley & Judell, LLP

Fontenot Benefits & Actuarial

Consulting

Government Consultants, Inc.

LAMP, Inc.

LaPorte CPAs & Business Advisors

Milliman

PaySchools

Postlethwaite & Netterville

PSST

Raymond James & Associates

Regions Bank

Reliant Investment Management,

LLC

Risk Services of Louisiana, LLC

Software & Services, LLC

TRA, Inc.

LASBO Fall

Workshop

November 1-2, 2016

Paragon Resort Hotel 711 Paragon Place

Marksville, LA 71351 (800) 642-7777

Louisiana Association of School Business Officials

Fall Workshop Program Agenda

Tuesday, November 1, 2016 6-9:00 p.m. Early Bird Social at Bailey’s on the Square sponsored by First Financial Group of America transportation provided, meet outside hotel entrance at 6:00 p.m.

Wednesday, November 2, 2016 7:45 a.m. Registration/Visit with Sponsors 7:45-9:00 a.m. Continental Breakfast (Mari Center)

9:00 a.m. - 10:30 a.m. Concurrent Workshops Workshop #1 MFP: Overview of the Funding Formula

Jim Melohn, CLSBA, Chief Financial Officer St. Charles Parish School Board

Workshop #2 Grant Management Updates Steven Spillman, Attorney

Brustein &Manasevit, PLLC

Workshop #3 Effective Communication Anya B. Randle, CLSBA, Business Manager Assumption Parish School Board

10:30 a.m. - 10:45 a.m. Break

10:45 a.m. - 12:15 p.m. Concurrent Workshops Workshop #4 MFP Funding and Charter Schools: An Overview

Megan Wiens, CFO/Business Manager, Union Parish School Board

Lyn Kenley, Facilities Supervisor/ Transportation Supervisor, Union PSB

Janice Coleman, Business Manager, D’Arbonne Charter School

Ritchie Garrett, Consultant

Workshop #5 EGMS Update Steven Spillman, Attorney

Brustein &Manasevit, PLLC

Workshop #6 Professionalism: Becoming the Very Best at What You Do

Yvonne Lewis Day, Communications Consultant

12:15 p.m. - 1:15 p.m. Luncheon (Mari Center)

1:15 p.m. – 2:45 p.m. Concurrent Workshops Workshop #7 Update on FLSA Overtime Regulations and

the Effect on School Systems

Brian “BJ” Branigan, Vice President Employee Benefits

Andrew Impastato, Vice President, Legal & Compliance

Bank Corp South Insurance Services

Workshop #8 Public Procurement: Death by a Thousand Cuts Jack Adger, CPPO, CPPB, Chief Procurement Officer, Bossier Parish Schools & Chair, Governing Board, NIGP: The Institute for Public Procurement

Workshop #9 Internal Controls for School Activity Funds Dianne Allison, CLSBA, Dir., Business Services Ascension Parish School Board

2:45 p.m. - 3:00 p.m. Break

3:00 p.m. – 4:30 p.m. Concurrent Workshops Workshop #10 ACA Employer Reporting – Lessons

Learned From the First Year and What to Expect Moving Forward

Brian “BJ” Branigan , Vice President Employee Benefits

Andrew Impastato, Vice President, Legal & Compliance

Bank Corp South Insurance Services

Workshop #11 Contracts 101: The Basic Elements Evan Alvarez, Attorney Hammond, Sills, Adkins & Guice, LLP

Workshop #12 Solving Common School Activity Funds Audit Findings Dianne Allison, CLSBA Dir., Business Services Ascension Parish School Board

4:30 p.m. Certificates/Evaluations/Adjourn

Registration Fee $75.00 Add Late Fee if postmarked after 10/17/2016 $15.00

Checks payable to LASBO, P.O. Box 1290, Prairieville, LA 70769

Registration Form

2016 Fall Workshop, Paragon Resort, Marksville, LA

Name:__________________________________________

Badge Nick Name:_________________________________

Title:____________________________________________

School/Agency:___________________________________

Phone:__________________________________________

Email:___________________________________________

Concurrent Workshops: 9:00 a.m.-10:30 p.m. Selection One

Workshop #1: MFP: Overview of the Funding Formula Workshop #2: Grant Management Updates Workshop #3: Effective Communication

Concurrent Workshops: 10:45 a.m.-12:15 p.m. Selection One

Workshop #4: MFP Funding and Charter Schools: An Overview

Workshop #5: EGMS Update Workshop #6: Professionalism: Becoming the Very

Best at What You Do

Concurrent Workshops: 1:15 p.m.-2:45 p.m. Selection One

Workshop #7: Update on FLSA Overtime Regulations,

The Effect on School Systems Workshop #8: Public Procurement Workshop #9: Internal Controls for School Activity Funds

Concurrent Workshops: 3:00 p.m.- 4:30 p.m. Selection One

Workshop #10: ACA Employer Reporting – Lessons Learned

Workshop #11: Contracts 101: The Basic Elements Workshop #12: Solving Common School Activity Funds Audit

Findings

Do you plan to eat lunch? Yes No ________________________________________________________________________________________

Credit Card Payment Total Fees for this Registration: $_____

Visa MasterCard AMEX

Account Number: ________________________________ Exp. Date: _______________________________________ Questions: Call Terri Adams, LASBO Program Coordinator tabs1@bellsouth.net 225.933.1309 fax: 225-673-8867

Session Descriptions of 2016 LASBO Fall Workshop November 1-2, 2016 Paragon Resort, Marksville, LA

UPDATED 9.22.2016

9 a.m.-10:30 a.m. Concurrent Workshops Workshop #1 MFP: Overview of the Funding Formula Jim Melohn, CLSBA, Chief Financial Officer, St. Charles Parish School Board

This is an overview of the MFP, concentrating on the areas that Business Managers need to understand to project their State revenue for budgeting purposes.

Workshop #2 Grant Management Updates Steven Spillman, Attorney, Brustein & Manasevit, PLLC Develop an understanding of grant requirements under the Uniform Grant Guidance and

the Education Department General Administrative Regulations (EDGAR). Topics will include an overview of the significant changes, policy and procedure requirements, and audit documentation requirements.

Workshop #3 Effective Communication

Anya B. Randle, CLSBA, Business Manager, Assumption Parish School Board Develop an understanding of why effective communication is imperative to the success and

productivity of any office, along with a unique approach to develop Effective

Communication within the Business Office.

10:45 a.m.-12:15 p.m. Concurrent Workshops Workshop #4 MFP Funding and Charter Schools: An Overview

Megan Wiens, CFO/Business Manager, Union Parish School Board

Lyn Kenley, Facilities Supervisor/Transportation Supervisor, Union Parish School Board

Janice Coleman, Business Manager, D’Arbonne Charter School

Ritchie Garrett, Consultant While relationships between public school systems and charter school systems may be

different from region to region, this session will present a microscopic view of a how a

public school district and a charter school learned that each system, on some level, is

dependent on the other’s success. Learn the basic terminology and understand the effects

of different types of charter schools on school districts, what districts need to consider when

faced with a new charter presence, and how each system can work toward a positive co-

existence.

Workshop #5 ESSA Overview Steven Spillman, Attorney, Brustein & Manasevit, PLLC Develop an understanding of the fiscal requirements under the Every Student Succeeds Act

(ESSA). The presentation will include the recently released supplement, not supplant proposal, and a detailed discussion of other fiscal requirements and their applicability under the new law.

Workshop #6 Professionalism: Becoming the Very Best at What You Do

Yvonne Lewis Day, Communications Consultant This workshop, presented by a nationally recognized expert, focuses on the essence of what

it means to be a professional. It covers not only appearance, but also attitude, integrity,

competence, interpersonal relations, trustworthiness, communication style, and specific

behaviors in the workplace.

Session Descriptions of 2016 LASBO Fall Workshop November 1-2, 2016 Paragon Resort, Marksville, LA

UPDATED 9.22.2016

1:30 – 3:00 p.m. Concurrent Workshops Workshop #7 Update on FLSA Overtime Regulations and the Effect on School Systems

Brian “BJ” Branigan, Vice President, Employee Benefits

Andrew Impastato, Vice President, Legal & Compliance Bank Corp South Insurance Services

This workshop will provide a general overview of the law, dive into the changes set to take effect on December 1, 2016 and close with employer considerations and action steps tailored to school systems.

Workshop #8 Public Procurement: Death by a Thousand Cuts Jack Adger, CPPO, CPPB, Chief Procurement Officer, Bossier Parish Schools

Chair, Governing Board, NIGP: The Institute for Public Procurement Public Procurement is all about attention to detail. Every “T” crossed, every “I” dotted. Join Jack Adger as he explores some of the small things in public procurement that bring big problems.

Workshop #9 Internal Controls for School Activity Funds Dianne Allison, Director, Business Services, Ascension Parish School Board This session will review the school fund statute and describe internal controls for school activity funds, including bank accounts and reconciliations, petty cash, cash receipts, deposit procedures, supply and other fees, fundraising, concession and merchandise sales, athletic gate receipts, purchasing, cash disbursements, transfers, gift cards, teacher appreciation, and school purchase cards.

3:15 – 4:45 p.m. Concurrent Workshops Workshop #10 ACA Employer Reporting – Lessons Learned From the First Year and What to Expect

Moving Forward

Brian “BJ” Branigan, Vice President, Employee Benefits

Andrew Impastato, Vice President, Legal & Compliance Bank Corp South Insurance Services This session will begin with a general overview of the purpose and mechanics of

reporting. You will then review specific issues that created confusion and errors. Recommendations will be shared on how to avoid errors moving forward, and close with a sneak peek of the year 2 draft forms and instructions.

Workshop #11 Contracts 101: The Basic Elements Evan Alvarez, Attorney, Hammond, Sills, Adkins & Guice, LLP

Explore what makes a contract a contract, the principles of contracting, and what to be

on the lookout for when reviewing school district contracts.

Workshop #12 Solving Common School Activity Funds Audit Findings

Dianne Allison, Director, Business Services, Ascension Parish School Board This session will provide solutions to common school activity funds audit findings such as inadequate documentation, timeliness of deposits, inventory reports, and gate receipts by using a case studies approach.