2018 WASBO Foundation Fall Conference

2018 WASBO Foundation Fall Conference
Register today for WASBO's Fall Conference on October 4-5, 2018 and go back to your district ready to take on the rest of the school year! Our theme this year is "Being a Superhero in Your School District!"

The conference kicks off on Thursday, October 4 with dynamic keynote speaker Dave Skogen as he addresses how organizations can build a winning culture. On Friday, we celebrate and honor the recipients of the WASBO Mike Roshar Shining Star and Tina Hafeman Friend of WASBO awards. We will hear from Tom Thibodeau as he continues his message on practicing Servant Leadership. Attendees will also delve into over 40 breakout sessions in tracks for Human Resources, Best Practices/Money Savings/Innovative Solutions, Facilities Core Certification Module 3, Facilities Certification Continuing Education, New Administrator/Year of Success and Leadership. Participants will return to their districts prepared to implement the philosophies learned from their colleagues. Register today!

Join us for the WASBO Foundation Fall Golf and the NEW Walk/Run Scholarship Fundraisers on Wednesday, October 3, 2018 and a networking reception at the Osthoff from 8-10 pm. Also NEW this year is a networking event on Thursday evening at the Osthoff from 8-10 pm for all attendees! 

Plot a Course for Your Year of Success!

Although traditionally sold as a six-conference package, NEW this year WASBO is offering enrollment in the Year of Success Program for the remaining five conferences, beginning with the Fall Conference. WASBO developed the Year of Success program in cooperation with the School Financial Services Team at the Wisconsin Department of Public Instruction. At each of the six conferences, the Year of Success features tracks specifically designed to cover time-sensitive topics and allow you to focus on understanding the most immediate and upcoming challenges. By registering for the Year of Success program, you save 25% off individual conference registration fees. Details on the Year of Success conference dates and tentative session schedules can be found at www.wasbo.com/success.


Additional Materials and Information

To register for the Fall Conference, please sign in or click the create a new account link in the area to the right (Golf and Bike registration are available at the link above). If you have previously attended a WASBO conference or fundraising event, your User Name is your email address. If you are unsure of your password, click the Forgot My Password link to reset your password.
 

Be sure to click the orange Save Responses button below before you Proceed to Checkout.

Individuals registering at the Non-Member rate for the Full Conference or Thursday only receive a free trial membership through 6/30/2019 if you have not previously been a member. At least one individual from your organization must be a WASBO member to take advantage of multi-attendee pricing. If the multi-attendee pricing option is selected erroneously (i.e. you are the only registrant from your organization), you agree to be billed for the difference in registration fees. Each individual will need to register separately.

When
10/4/2018 7:30 AM - 10/5/2018 12:15 PM
Where
The Osthoff Resort 101 Osthoff Ave Elkhart Lake, WI 53020

Program

   

Wednesday, 03 October 2018

 
Beat the lines on Thursday morning by picking up your conference materials Wednesday evening!
Time
8:00 PM - 10:00 PM
8:00 PM

As we finish up both the Golf and Bike Fundraisers we look forward to greeting old friends and meeting new colleagues at this networking event.
Time
8:00 PM - 10:00 PM
8:00 PM

Thursday, 04 October 2018

 
Time
7:30 AM - 8:15 AM
7:30 AM

Time
8:00 AM - 9:15 AM
8:00 AM

Learn essential information on each of the 20 components needed to have a successful safety program. Examples of actual practices used by Wisconsin school districts will be included.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
9:25 AM - 10:15 PM
9:25 AM

This session will look at trends in salary and benefit expenditures since Act 10. The discussion will include what portion of school district budgets is made up of salary and benefits, what is the impact of revenue limit referenda and what could these trends mean for the future. John Gahan will also discuss how Pewaukee School District is managing it employee compensation since Act 10 was enacted.
Track
Human Resources
Time
9:25 AM - 10:25 AM
9:25 AM

Too often a new business administrator (or new employee, in general) is entirely focused on mastering the existing job while missing immediate opportunities to improve their newly acquired position. This session will give both new and experienced business administrators insights into opportunities for continuous improvement in their respective districts. Learn how new employees, because they are the least  knowledgeable on their first day, might be the most valuable of all when it comes to improving the processes and procedures of their districts.
Track
Year of Success
Time
9:25 AM - 10:25 AM
9:25 AM

Rising interest rates, new legislation, and tightening budgets have made it more important than ever to ensure you are maximizing your referendum dollars. Learn how Cudahy School District was able to leverage multiple financing vehicles in order to get all of their facilities needs addressed while limiting the impact to tax payers.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
9:25 AM - 10:25 AM
9:25 AM

For the past several budget cycles, the Waunakee Community School District and the Kettle Moraine School District have been using benchmarked visualization data to improve their alignment of resources towards strategic planning initiatives.  Attendees at this session will learn how these districts have engaged in a multi-year effort to work towards this goal.
Track
Leadership
Time
9:25 AM - 10:25 AM
9:25 AM

Slip, trip, and fall incidents are a significant problem in Wisconsin.  These incidents are not only expensive to defend, but also cost your district time and frustration.  The average cost to defend a claim can be as high as $50,000.      To better address this loss source, we will discuss:  - Effective incident investigation practices.  - Common causes and hazards.  - Practical risk control solutions.
Track
Facilities Certification - Continuing Education
Time
9:25 AM - 10:25 AM
9:25 AM

An energy efficient facility can completely transform your district and community. Nationally, school facilities spend millions of dollars annually on electric and gas expenses. By incorporating energy best practice strategies into your facility, districts will not only save on reduced utility bills, but they will also have equipment that lasts longer. When lighting and heating equipment is operating optimally, students and staff perform better.     With the recent release of Focus on Energy’s School and Government Facilities Energy Best Practices Guide, this presentation will focus on smart energy choices districts can model to help build an energy-conscious culture and reduce energy expenditures for years to come. Attendees will hear real-life examples of schools utilizing energy-saving strategies and best practices to improve the system performance of their existing buildings. Learn how you can transform your district into an energy efficient school.
Track
Facilities Certification - Continuing Education
Time
9:25 AM - 10:25 AM
9:25 AM

You have a full-time job… and now you need to manage facility planning, design, and construction too.  We know what you’re thinking, “How am I going to do all this?”     Learn how your peers have navigated the process of planning for a referendum, designing spaces, and managing construction. Four districts will share insights and lessons learned for how they managed it all and what they wish they would have known before they got started.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
9:25 AM - 10:25 AM
9:25 AM

Time
10:25 AM - 10:35 AM
10:25 AM

The ever increasing role of a facility manager has grown to encompass creating a safety program that works to prevent employee injuries. This session will outline ways in which programs can be implemented in a way that creates buy-in, with the intent of creating a safe work place for all school employees. The session is presented through the lenses of a facility manager, risk manager and environmental manager.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
10:35 AM - 11:35 AM
10:35 AM

Liabilities, compensation strategies and changing employee demographics are just some of the reasons why alternatives to retiree health benefits are at the top of mind for most school districts.  We’ll dive deep into the reasons behind the paradigm shift in providing benefits to employees and retirees – from a defined benefit model to a defined contribution approach. Specifically, we’ll discuss the pros and cons of popular replacement strategies including:     • Health Reimbursement Arrangements     • Post-severance 403(b) contributions     • Converting bloated sick leave banks
Track
Human Resources
Time
10:35 AM - 11:35 AM
10:35 AM

This is one of the busiest times of the year for bookkeepers and business managers! This session will highlight the deadlines and reporting processes for those activities happening in the business office during the fall such as Third Friday counts, Revenue Limit calculations, notification of state aid, notification of property values, certifying the levy, filing the budget report and the annual report. We will review how to find things on the DPI School Financial Services website and where to go to file reports.
Track
Year of Success
Time
10:35 AM - 11:35 AM
10:35 AM

Do you prepare your annual salaries budget in Excel?  At this session we will review best practices to convert this Excel (or Sheets) based salaries budget into an end product where you can upload into your accounting software.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:35 AM - 11:35 AM
10:35 AM

As leaders in our organization, we have an obligation to ensure each and every student has the opportunity to engage in a quality education experience.  Because of our unique business and operations perspective, we need to actively participate in conversations surrounding equity.  During this presentation, we will delve into the "why" and "how" to engage in activities that reflect a sustained commitment to addressing opportunity gaps and improving learning and education outcomes for all students.
Track
Leadership
Time
10:35 AM - 11:35 AM
10:35 AM

A panel discussion focused on the challenges and potential solutions available to K-12 market. The will include a wide range of topics including an analysis of Gov. Walkers K-12 security proposal, technology available, and best practices from WSSCA members. K-12 security needs and challenges are rapidly changing, becoming more complex and requiring greater collaboration across multiple agencies. Updating security measures can be overwhelming and confusing. Keeping school campuses safe requires adapting to evolving threats while maintaining an environment that is conducive to learning. In many school systems, growing populations mean security goes beyond a single building but must coordinate across multiple facilities. Whether it is a district covering elementary, middle and high schools to a single school campus - one specific challenge is bringing enterprise-level security to lots of facilities.
Track
Facilities Certification - Continuing Education
Time
10:35 AM - 11:35 AM
10:35 AM

Has your auditor suggested that you refine your cash reconciliation  processes? Are your balance sheet accounts drawing attention from DPI? Do you have  multiple operating and investment accounts that are out of balance? Electronic transfers  causing errors? This presentation will include examples of cash reconciliation issues and offer  advice on how to best manage this responsibility so that entries are timely, errors are found  quickly, and records are accurate.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:35 AM - 11:35 AM
10:35 AM

Education is a high energy profession, and like members of the military and elite athletes, school staff and students can benefit from proper mindfulness training techniques that enable them to respond to difficult situations with less anxiety.    Research has shown that the ability to decrease stress positively impacts blood pressure, heart health, anxiety levels, episodes of depression, and energy levels.     Training your staff to engage in purposeful mindfulness and focusing on the "controllables" can improve their health, job satisfaction and productivity, while at the same time decrease health care costs for the District.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:35 AM - 11:35 AM
10:35 AM

Time
11:35 AM - 12:50 PM
11:35 AM

This session will be an introduction to IEQ geared towards both the beginner and experienced facilities manager. It will include the components of a good IEQ program with examples from one school district.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
12:50 PM - 1:50 PM
12:50 PM

What is it like to have depression in Wisconsin, where access to care is scarce? What are the costs-- both human and financial?     50% of Wisconsin adults with mental illness do not access treatment for their condition. In addition to this treatment gap, Wisconsin has some of the highest prevalence of mental illness in the country, ranking 48th nationally. These numbers alone are staggering, but why is it so important? When we look at Wisconsin's population, we see that poor mental health severely impacts physical health, productivity, and cost in addition to the overall wellbeing of a person.    Throughout this session, we will begin by exploring the mental health issues facing Wisconsin. Then we will see how an online therapy and virtual clinic strategy has transformed both mental healthcare access and urgent care access in one Wisconsin school district-- a solution that not only benefits their employees but also simultaneously contains costs.
Track
Human Resources
Time
10/4/2018 12:50 PM - 10/5/2018 1:50 PM
12:50 PM

This session will provide information about the many areas that need proactive forethought in coming to decisions about a school district’s cash reserve (fund balance) as it relates to its long-term financial health (including policies). The presenters will address sustainability and preplanned balances that protect programs, both instructional and non-instructional.  Ideas will be shared on how to be transparent and thoughtful in discussing this issue as relationships are built with local citizens and state legislators. The new DPI unassigned fund balance accounts will also be explained.
Track
Year of Success
Time
12:50 PM - 1:50 PM
12:50 PM

Pending ACA regulatory changes regarding “Association” plans (Coop’s) will create greater access to Cooperatives for Districts, especially those with less than 50 Full Time Equivalent Employees (FTEs). This change will relieve those districts from the double burden of lower benefits and significantly higher premiums they have found in the ACA Small Group Marketplace, as long as they can join a Coop / Association! Increased membership in these purchasing Coops will increase the buying power of the larger districts already involved in them.  Learn firsthand from two founding District Administrators how 7 districts achieved this long term rate stability and gained these benefits:   •    A series of multi-year rate caps   •    Greater access to providers    •    Standardized benefits between districts    •    Across-the-board plan designs and premiums      This growth and stability has not come without some struggle. Learn how these Districts handled those issues!    Key Turning Point: 2017 when all the districts in the Coop understood the power and leverage provided by the larger purchasing group when two better performing districts ‘saved’ the rest of the Coop from higher rate increases  Also in 2017, Coop growth allowed for a change to a single, across-the-board premium. With the change, rates had to be reset for all Coop districts and some groups had to take a rate increase. But even those districts welcomed the change because they understood the implications for long term rate stability even if it meant a short term premium increase. Prior to this change, every district had differing premiums but similar a similar renewal rate of increase.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
12:50 PM - 1:50 PM
12:50 PM

Discussion around using resources based on student needs in order to provide a more equitable building level approach.
Track
Leadership
Time
12:50 PM - 1:50 PM
12:50 PM

Track
Facilities Certification - Continuing Education
Time
12:50 PM - 1:50 PM
12:50 PM

School districts continue to demand a long-term strategic approach to addressing growing healthcare costs.  With new emerging ideas to contain these costs, this session will  focus on cutting-strategies to consider implementing in your District to reduce your overall cost of health insurance, with a focus on moving from fully insured to self-funding; captives; price transparency tools; incentivizing and directing employees to lower cost, high value providers; the real value of wellness programs; challenging PBMs to demand more; and using on-site or near-site clinics for cost containment.
Track
Human Resources
Time
12:50 PM - 1:50 PM
12:50 PM

The recent School Safety Initiative provided Wisconsin K-12 schools with $100 million to tighten school security through primary and advanced security measures. CESA Purchasing and CESA 10 worked with dozens of school districts to perform safety and security assessments, partner with local law enforcement, purchase materials at an affordable price, and write grants to secure funding. Now that problem areas have been identified and funds allocated, schools need to stay vigilant in keeping safety and security on the forefront. Jane Wray, Purchasing Administrator for CESA Purchasing, and Lance Gregorich, Environmental Health and Safety Manager for CESA 10, will educate attendees on a long-term comprehensive approach to reinforcing school safety and security through best practices in cooperative purchasing, environmental health and safety measures, and facility factors affecting school safety.
Track
Facilities Certification - Continuing Education
Time
12:50 PM - 1:50 PM
12:50 PM

Time
1:50 PM - 2:00 PM
1:50 PM

Asbestos will include the uses of asbestos, history of asbestos regulations, health effects of asbestos, and basic concepts of the AHERA regulation.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
2:00 PM - 3:00 PM
2:00 PM

Budgets are getting more difficult to balance as the cost of health care keeps increasing more than the Consumer Price Index.  Employees are not quite sure on how best to utilize the right providers at the right time or how there decisions impact the renewal.  If you are like most school districts you try to educate your staff once a year at an all employee meeting.  Most of these all staff employee meetings are not impactful so your staff is not actively engaged.  Quit doing the same thing and expecting different results.  Discover that with humor, personal stories, and only a 15 minute meeting how your district will reduce the cost of healthcare and increase employee engagement.
Track
Human Resources
Time
2:00 PM - 3:00 PM
2:00 PM

In this session we will get into some of the meat of the equalization aid formula. What are deductible receipts? What are shared costs? What is and is not included in the calculation? What is negative tertiary aid and how does it impact my district? How do changes elsewhere in the state impact my district? We will review district specific worksheets.
Track
Year of Success
Time
2:00 PM - 3:00 PM
2:00 PM

So often you hear - " I gotta guy for that" and you have to wonder is it best to go with a friend, a great reference, seasoned professional or cheapest.  When is it best to seek advise or service that is new to you?  When does the phrase "I gotta guy" really going to save you money and when will it cost you more than you can imagine?
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
2:00 PM - 3:00 PM
2:00 PM

What does it mean to be a professional? Your presenters will cover things like how to dress, how to act, professional ethics as well as verbal and non verbal skills.
Track
Leadership
Time
2:00 PM - 3:00 PM
2:00 PM

Air in a hydronic system fluid inhibits heat transfer, collects in the piping or equipment, and restricts flow, actually making equipment run longer than necessary while causing damage to it at the same time.  The air can lead to corrosion & system particulate which collects in the piping or equipment restricting flow and causing other problems.  By eliminating the insulating effects of the air and harmful effects of dirt, hydronic systems can then achieve peak thermal distribution efficiencies.   This presentation discusses these issues in detail including why they occur and how to solve them vs traditional methods. It also includes a test of a common specified air separator as well as an energy model showing payback potential.
Track
Facilities Certification - Continuing Education
Time
2:00 PM - 3:00 PM
2:00 PM

School board members and stakeholders like to compare their  districts to others. Join this roundtable session where you’ll receive your district comparables  from which to discuss. Learn from one another as we discuss how they’re used and  communication strategies around them
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
2:00 PM - 3:00 PM
2:00 PM

This interactive presentation will review all of the ins and outs of  Wisconsin school referenda, including the new Act 59 legislation that limits school boards to  two questions per year, and certain dates. We will answer new legislative questions about  how the failure of some referenda will impact certain school districts. Additionally, this  session will take deeper dive into how to determine operational referenda amounts, and  various ways to use those funds to minimize costs and maximize benefits. Finally we will look at the process of going to referendum including some creative communication techniques  and community involvement ideas for informational campaigns
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
2:00 PM - 3:00 PM
2:00 PM

Time
3:00 PM - 3:10 PM
3:00 PM

We will examine the components of “Life Safety” and how it impacts daily operation of the school. Egress, occupancy, and fire resistance rated construction, all components of life safety, will be explored for practical use in schools. Learn some basic exit design concepts from dead ends to assembly aisle.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
3:10 PM - 4:10 PM
3:10 PM

Using a comprehensive risk management approach for all lines of insurance. This program will help you understand how each aspect of insurance can help or hurt you. Understanding your risk and having a good comprehensive risk management plan can help you to save big dollars in both the short-term and the long-term. The partnership between School District of New Berlin and R&R for 4+ years led to continued improvement (reduction) of losses, improved experience mod, stable insurance program, and reduction in loss frequency. Today, the School District of New Berlin is considered to have best in class programs and approach.
Track
Human Resources
Time
3:10 PM - 4:10 PM
3:10 PM

The revenue limit worksheet for 2017-2018, will have a four pages in-place of two pages, with larger print. As this is the first year of the state’s 2017-19 budget, information regarding changes in the Revenue Limit process will be provided to the level DPI has confirmation based on state laws.  Districts with Energy Efficiency Exemptions will need to spend time on the fourth page. We will cover your school district’s revenue limit calculations with the information we have to date. We will walk you through the steps you need to follow to complete your revenue limit calculation and help you understand how the spreadsheet works. Participants are STRONGLY encouraged to bring laptops. You will have the opportunity to work on your district’s revenue limit worksheet during the session.
Track
Year of Success
Time
3:10 PM - 4:10 PM
3:10 PM

Many facility directors do not know that they can use multiple Group Purchasing Organizations to save money.  I will show how to take advantage local, state and national organizations to find ways to save money and time.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
3:10 PM - 4:10 PM
3:10 PM

This session is geared to developing leadership and management skills in regards to dealing with difficult/challenging situations and people.  Presenters will share real-life examples of situations that may have been tense, difficult, and/or unpopular, yet still needed be handled in a professional manner.  Presenters will share tips for not only addressing difficult situations but also looking at one's own reactions and how that impacts a challenging situation.  The goal for the session is that the attendees will walk away with some coping tools for dealing with difficult situation and some good reminders on how to put things in perspective and ultimately be able to overcome those challenging moments with ease (and without having a nervous breakdown).
Track
Leadership
Time
3:10 PM - 4:10 PM
3:10 PM

This panel discussion/presentation will provide an overview of the model CESA 6 and one of our partner districts, the School District of Marshfield, use to include Non-Certified Support Staff in district-wide systemic approaches to evaluation and supervision. We’ll summarize and highlight grows and glows from our journeys thus far as well as respond to audience questions.
Track
Facilities Certification - Continuing Education
Time
3:10 PM - 4:10 PM
3:10 PM

Local Education Agencies (LEAs) will be required to report per-pupil expenditures, including actual personnel and non-personnel expenditures, for each school and each LEA.  The per-pupil expenditures will be disaggregated by two fund sources:  1) Federal; and 2) a combined State and Local.  This session will provide: 1) additional details related to this new 2018-19 school level reporting requirement; and 2) an opportunity for participants to provide feedback regarding the reporting of these actual 2018-19 school year per-pupil expenditures.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
3:10 PM - 4:10 PM
3:10 PM

The tax reform act that was finalized at the end of 2017 includes changes that affect not only your personal income taxes, but how you save for education or pass wealth to the next generation.  This presentation will explore the most significant changes affecting individuals and will include examples of how someone’s tax liability will be affected by the changes, and planning strategies to consider going forward.  In addition we will explore the major changes to a School District’s ability to borrow funds in the municipal bond market.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
3:10 PM - 4:10 PM
3:10 PM

Team up with your peers to collect the pieces you need to be a superhero for your school district!
Time
4:30 PM - 5:30 PM
4:30 PM

Time
8:00 PM - 10:00 PM
8:00 PM

Friday, 05 October 2018

 
Enjoy a hot breakfast buffet to get your day started right.
Time
7:00 AM - 8:00 AM
7:00 AM

Mentors and proteges take this opportunity to meet and reconnect with your mentoring partner over breakfast. Pick up your breakfast and join us for some informal conversation and meet the WASBO Board of Directors. If your mentoring partner is not available, please join us anyway!
Time
7:00 AM - 8:00 AM
7:00 AM

This past summer the world stopped and watched servant leadership in action as twelve boys and their coach were rescued and restored to their community. There were universal principles of service and leadership at work which are just as important for us.We will explore the timeliness and timelessness of the  lessons of courage, commitment, community , contemplation and a commitment to the common good.
Time
8:00 AM - 8:45 AM
8:00 AM

The legal requirements of application, posting, and record keeping for pesticide use in schools will be a discussion priority. Learn how to implement a successful Integrated Pest Management Program in your district. Hear from colleagues how IPM has worked in their districts and how to control common interior pests using IPM.
Track
WASBO Facilities Manager Core Certification - Module 3
Time
8:55 AM - 9:55 AM
8:55 AM

Did you know that when employees lack the tools and transparency to find doctors best suited for their health problem, the whole health insurance plan suffers? Claims increase, and that wreaks havoc on your renewal. But it doesn’t have to be this way. Physician quality and their treatment outcomes CAN be quantified and ARE being measured. This is empowering patients everywhere.     Employers can significantly save by providing their employees with access to Grand Rounds’ physician assessments and data. Your employees connect with the highest quality physicians – who, in turn, deliver measurably better outcomes than their average counterparts.    Focusing on better care, rather than less expensive care through the use of data creates a healthier workforce and lower costs long term.
Track
Human Resources
Time
8:55 AM - 9:55 AM
8:55 AM

Does your district have debt obligations? Is your district looking to issue debt? This session will cover the very basics of debt issuance, including terminology, who’s who, DPI reporting, journal entries and post-issuance compliance.
Track
Year of Success
Time
8:55 AM - 9:55 AM
8:55 AM

Most of us for one reason or another, want to know if our budget is on track.  For many of us, our school board requires a monthly budget report.  For others, we simply want to be able to answer that question "are we going to have money for..."  In this session attendees will learn how to use historical actual month-over-month performance and regression statistics to predict where your current year is going to end.
Track
Year of Success
Time
8:55 AM - 9:55 AM
8:55 AM

Track
Leadership
Time
8:55 AM - 9:55 AM
8:55 AM

With the introduction of Wisconsin’s 2018 School Safety Initiative, an increased number of school districts recognized the opportunity to enhanced safety and security measures.  Actions are being taken at a faster pace in an effort to put these measures in place, but are these actions the wisest use of district funds?  Our experts will explore the processes to plan and implement security and safety measures that provide the most impact and greatest value.  We will discuss the best practices and common approaches to providing enhanced security and safety in school construction.  We will discuss methods that shortcut the planning and design process resulting in less than desired outcomes.
Track
Facilities Certification - Continuing Education
Time
8:55 AM - 9:55 AM
8:55 AM

Our award-winning team will walk through the strategic planning process, components and outcomes, while effectively engaging community stakeholders along the way.     CG Schmidt has partnered with local school districts and community leaders to facilitate their strategic planning process to include building needs into the overall plan and vision. Baraboo School District and CG Schmidt’s 5-year long relationship started in 2013 by leading the school district’s strategic planning process. The purpose of the strategic planning process was to assist in improving performance, building school and community culture, defining governance and addressing current needs and accountability.
Track
Leadership
Best Practices/Money Saving Ideas/Innovative Sol
Time
8:55 AM - 9:55 AM
8:55 AM

Rates are rising, and seem to be changing on a daily basis. Even if you have evaluated your bank fees, earnings credit rate, and deposit rates in the last few years, you are probably leaving money on the table. Learn how to analyze bank statements more thoroughly, determine your real rate of return, and how to negotiate for better terms with your bank (or leverage other options). Switching banks can be messy and time consuming, but knowing the right questions to ask, and the power you hold in your existing relationship, can make the difference between the bank working for you or you working for the bank.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
8:55 AM - 9:55 AM
8:55 AM

Time
9:55 AM - 10:05 AM
9:55 AM

The session will talk about water treatment for main school facilities. This will look at treatment for boilers, water heaters and kitchen equipment. We will also touch on Point-of-Use treatment for drinking water in various areas of the school and the sites that need higher purity applications such as the lab/science rooms. Additionally, we will discuss the incoming water sources (city versus private well) and how that water quality is an important factor to understand with the maintenance and managing of your school.
Track
Facilities Certification - Continuing Education
Time
10:05 AM - 11:05 AM
10:05 AM

Everyone seems to want to know how their plan “stacks up” with other similarly situated employers.  This has created a wealth of static benchmarks in our industry by which employers measure the cost of their plans.  But because most benchmarks are static, and your plan is unique, driving actionable strategy can often be difficult.  We will outline a defined process by which employers can take benchmarking to the next level and not only identify areas of inefficiencies in the construct and operations of their plans, but use it to assign a dollar amount to drive subsequent strategy. Attendees will learn how to leverage benchmarks to their advantage and pinpoint specific levers to pull to be more in line with other similarly situated employers.
Track
Human Resources
Time
10:05 AM - 11:05 AM
10:05 AM

As of July 1, 2015, all subrecipients of Federal funds - such as those awarded under IDEA and Title I - were to have in place written procedures regarding cost management and verifying allowable costs in relation to those funds. For many school districts, the procedures existed in some fashion, but the written part needs to be fulfilled. These written procedures are monitored by DPI and audited by school district auditors. This session will briefly review the requirements before delving deeper by examining real examples submitted to DPI with the expectation that participants will gain a greater understanding of what constitutes compliant written procedures.
Track
Year of Success
Time
10:05 AM - 11:05 AM
10:05 AM

No matter how many credit rating calls you have been on, you undoubtedly feel a hint of anxiety as you dial in to that conference line. In this session, we will discuss the rating criteria and process for both Moody’s and Standard and Poor’s. With the criteria as our backdrop, we will give guidelines on how to best prepare for the call to make sure you put the District’s best foot forward.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:05 AM - 11:05 AM
10:05 AM

The presentation will look at what it takes to succeed, persevere and grow as a leader and the power of positive leadership.  The session will present a collection of key points from three best-selling books on leadership and success, which will help attendees be remarkable leaders for the future.
Track
Leadership
Time
10:05 AM - 11:05 AM
10:05 AM

The Wisconsin School Safety Coordinators Association has been conducting school security audits across Wisconsin since 2013. This session will cover the five most common findings of our audits. Remember your Responsibility - Education First, Safety Always.
Track
Facilities Certification - Continuing Education
Time
10:05 AM - 11:05 AM
10:05 AM

Schools manage and retain vast amounts of digital data... student medical records, confidential student information, and sensitive emails and   text messages that in some cases, are required by law to retain. This   highly sensitive information is increasingly at risk, and school districts   and their attorneys have a board-level requirement to manage that data,   protect it, and in some cases, preserve and produce it during internal   investigations and litigation.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:05 AM - 11:05 AM
10:05 AM

Gardens are great, but the growing season is so short in Wisconsin!  How to keep it fresh and keep it local – grow it yourself – indoors!    We will talk about an innovative approach to grow your own greens, herbs and beyond using minimal space and sustainable resources!  Your district can provide a learning experience for students while providing the freshest greens for your student lunch trays.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
10:05 AM - 11:05 AM
10:05 AM

Time
11:05 AM - 11:15 AM
11:05 AM

With state and local budgets growing increasingly limited, funding allocation for school construction and renovation work needs to be carefully weighed. It is important to ensure that investments contribute to healthier buildings and student learning environments. This session will share a 2017 global research report published by the Harvard T.H. Chan School of Public Health as well as examples from Wisconsin school learning environments. Learn how facilities and the classroom environment impact student health and performance.
Track
Facilities Certification - Continuing Education
Time
11:15 AM - 12:15 PM
11:15 AM

Facing a 28% rate increase to their health insurance costs with few options available, the Rice Lake Area School District needed to make some tough budgetary decisions. Through the use of PlanIT data, a proprietary data analytics software, RLASD could fully evaluate many options and chose to follow a consumeristic path that requires members to truly engage in their health care decisions. By utilizing these analytical tools, together we were able to determine that while utilization was well below norms, costs per unit were exceptionally high. Using the data to identify the prevalent conditions and cost drivers lead us to find “High-Value” providers who could deliver high-quality care at vastly reduced costs. Today their health plan includes self-funding, direct contracts, medical tourism, telemedicine, reference-based pricing, Care Navigators and an onsite clinic, who all work together to offer a health plan that’s attractive to employees as well as sustainable for the District. This presentation will explain these strategies in detail as well as share the District’s intense journey including their challenges, trials and successes.
Track
Human Resources
Time
11:15 AM - 12:15 PM
11:15 AM

Every Federal grant within the WISEgrants web portal has been designed to help the subrecipient meet both the allowable costs requirements under each Federal program and the Wisconsin Uniform Financial Accounting Requirements. This session will walk the audience through how the budgets have been designed in WISEgrants, with the presenter spending time on staff licensing requirements and the coding of professional development, contracted services and non-capital objects such as instructional materials versus supplies.
Track
Year of Success
Time
11:15 AM - 12:15 PM
11:15 AM

Track
Leadership
Time
11:15 AM - 12:15 PM
11:15 AM

As the tides shift towards a period of economic expansion, we find ourselves in a rising interest rate environment – a phenomenon that we have not witnessed in nearly a decade. For Wisconsin school districts, this creates an excellent opportunity to generate investment revenue, which has been lackluster in recent years. This session will focus on strategies to navigate these waters and will provide guidelines on how to maximize investment income.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
11:15 AM - 12:15 PM
11:15 AM

Session will walk through the process of developing a long range master plan, understanding the plan, communicating and engaging stakeholders in the plan, pre-referendum services, and execution of the plan with the School District of Menomonee Falls.    Understand the process of a long range facility master plan, understanding of the process of communicating, engaging stakeholders and developing and execution plan for the long range plan, understanding of the process of execution of a long range plan including capital improvement work, building additions, FF&E and enhanced learning environments.
Track
Facilities Certification - Continuing Education
Time
11:15 AM - 12:15 PM
11:15 AM

This session will focus on six key best practices that school districts can implement today as recommended by The Government Finance Officers Association, often referred to as GFOA.  The GFOA promotes the professional management of governmental financial resources by identifying, developing, and advancing fiscal strategies, policies, and practices for the public benefit.
Track
Best Practices/Money Saving Techniques/Innovative Solutions
Time
11:15 AM - 12:15 PM
11:15 AM

Time
12:15 PM - 12:45 PM
12:15 PM

How is the start of your new position and the school year going for you? As you venture into new territories you are not alone. This is a great time to check in, ask questions and learn from your peers.
Track
Year of Success
Time
12:15 PM - 12:45 PM
12:15 PM

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