2023 WASBO Foundation FALL Conference

Grow the Power in You to advocate for the success of your students and district by attending the 2023 FALL Conference!

 

WASBO, in conjunction with the FALL Conference Planning committee, is pleased to present the 2023 WASBO Foundation FALL Conference on October 5-6 at The Osthoff in Elkhart Lake. This conference is geared toward all roles. We encourage Bookkeepers, Facilities Directors, Accounting, Business Managers as well as Service Affiliates to attend.

Thoughtfully Fit Teams: Create a Winning Culture

Are you brave enough to do whatever it takes to transform the dynamics of your team? In a competitive world, the highest-performing teams don't leave their success to chance. They build an environment that encourages real conversations, leverages differences and embraces healthy conflict. And they know consistent training and effort are required to build these skills and mindsets, just like winning sports teams practice the fundamentals for peak performance on game day.

Join Darcy Luoma, creator of Thoughtfully Fit®, for a no-holds-barred exploration of what it takes to create a winning culture on your team. From tackling tough issues head-on to fostering trust and camaraderie, she’ll unveil the secrets from coaching hundreds of teams over the last 20 years. Walk away with three game-changing questions you can use immediately that‘ll propel your team forward. Don't settle for mediocrity when greatness awaits.

This keynote message is designed to help the participants:

  • Set the tone: Recognize the impact that you have on any interactions with peers, direct reports, and managers
  • Establish the playing field: Gain awareness of what is needed to create a culture of trust and effective communication
  • Reduce the guessing: Explore how to name clear expectations (and hear them from the rest of the team)
  • Get people thinking: Provide an inspirational spark that’ll spark insights well after the event

 

In addition, the conference program will include sessions in the following tracks:

  • A Look at Health, Benefits & Wellness
  • Trending Topics
  • Financial News You Can Use
  • Year of Success
  • Facilities Manager Core Certification Modules 3 (Environmental Health & Safety) & 4 (Maintenance & Operations)

Join us for the WASBO Foundation FALL Golf and 0.0 Scholarship Fundraisers on Wednesday, October 4, 2023, and a networking reception at the Osthoff from 8-10 pm. Again this year there is a networking event on Thursday evening at the Osthoff for all attendees! 

 

Don't miss out on this year's Team Building Activity! Bring a non-perishable item to donate to the Plymouth Food Pantry - together we can build relationships AND help the local community!

 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. 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 grey 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 6/30/2024 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
10/5/2023 8:00 AM - 10/6/2023 12:00 PM
Central Daylight Time
Where
The Osthoff Resort 101 Osthoff Ave Elkhart Lake, WI 53020

Program

Wednesday, 04 October 2023

Description
Join us for the easiest "run" you've ever taken part of! All participants will receive a 0.0 sticker, as well as lots of laughs and camaraderie with your colleagues. 100% of proceeds will contribute to WASBO Foundation student scholarships!
Time
5:00 PM - 5:30 PM
5:00 PM
As we finish our day of fundraising for student scholarships, join us at the Osthoff in the Grand Libelle Lobby for networking food and beverages. We will award golf prizes and finish the 0.0 Instant Gratification Fundraiser!
Time
5:00 PM - 7:00 PM
5:00 PM

Thursday, 05 October 2023

Description
Time
7:00 AM - 5:30 PM
7:00 AM
Time
7:00 AM - 5:30 PM
7:00 AM
Time
7:15 AM - 8:15 AM
7:15 AM
Time
7:15 AM - 8:15 AM
7:15 AM
Grow the Power in You! Good morning and welcome to the Osthoff Resort and Conference Center! The start of school is behind us and we are happy to come together to recognize our peers, network with colleagues and enjoy impactful professional development. We are glad you are here!
Time
7:50 AM - 8:15 AM
7:50 AM
Join us for a heartwarming activity that will help you reconnect with your colleagues while bringing joy to others! Bring your non-perishable items to the session. We will use your items for the activity. For the benefit of the Plymouth Food Pantry.
Time
8:15 AM - 9:00 AM
8:15 AM
Are you brave enough to do whatever it takes to transform the dynamics of your team? In a competitive world, the highest-performing teams don't leave their success to chance. They build an environment that encourages real conversations, leverages differences and embraces healthy conflict. And they know consistent training and effort are required to build these skills and mindsets, just like winning sports teams practice the fundamentals for peak performance on game day. Join Darcy Luoma, creator of Thoughtfully Fit®, for a no-holds-barred exploration of what it takes to create a winning culture on your team. From tackling tough issues head-on to fostering trust and camaraderie, she’ll unveil the secrets from coaching hundreds of teams over the last 20 years. Walk away with three game-changing questions you can use immediately that‘ll propel your team forward. Don't settle for mediocrity when greatness awaits.
Time
9:00 AM - 10:00 AM
9:00 AM
Get assistance with your Special Education Finance questions from DPI experts. Appointments required. Make your appointment here: https://docs.google.com/spreadsheets/d/1gJ4BMiRv33Mk3PZWjRuDkiz0l4HYb7Gnw9PYngdpdCM/edit?usp=sharing
Time
10:00 AM - 12:00 PM
10:00 AM
Time
10:00 AM - 10:10 AM
10:00 AM
CESA 10 is bringing together a panel of experts to discuss school safety. Mental Health Navigator Sara Bowe and School Psychologist Sarah James will discuss signs to watch for in student mental health and trauma-related behaviors. They’ll also cover the importance of comprehensive safety plans and forming partnerships with community response teams. Security consultants Matt Antczak and Lance Gregorich will discuss commonly overlooked security issues in schools and provide ideas to strengthen reunification efforts. This start-to-finish look at school safety will provide tangible takeaways to start filling the gaps in your hazard response efforts.
Track
A Look at Health
Benefits & Wellness
Time
10:10 AM - 11:00 AM
10:10 AM
Join WASBO President Elect (and Apparel Coordinator), Sarah Viera and communication expert Brian Nicol. Learn to employ effective communication strategies in the areas of budgeting and community relations.
Track
Financial News You Can Use
Time
10:10 AM - 11:00 AM
10:10 AM
Learn about our journey to EV buses. You will learn how this small rural district journeyed from traditional fuel types into EVs and the do’s and don’ts to prepare your district for your own journey. Resources, grants, and organizations that can assist you in your goals will be shared.
Track
Trending Topics
Time
10:10 AM - 11:00 AM
10:10 AM
DPI Staff will give you the fly-over view of the reporting requirements and deadlines for FY2023-24. We will introduce you to the vital DPI School Financial Services Team website. It has tons of useful information!
Track
Year of Success
Time
10:10 AM - 11:00 AM
10:10 AM
Introduction to IEQ for the beginner and experienced facilities manager. It will include the components of a good IEQ program with school district examples.
Track
Facilities Manager Core Certification Module 3
Time
10:10 AM - 11:00 AM
10:10 AM
Join Madison Metropolitan School District and Huffman Keel Partners to learn about successfully navigating the challenges of a multi-site multi-year school facilities project, COVID impacts, budget and time constraints.
Track
Facilities Manager Continuing Education
Time
10:10 AM - 11:00 AM
10:10 AM
Time
11:00 AM - 11:10 AM
11:00 AM
A successful operational referendum takes thoughtful planning and a well organized communication strategy. Hear from bond counsel and two veteran business managers as they share their lessons and advice.
Track
Trending Topics
Time
11:10 AM - 12:00 PM
11:10 AM
In this session we will demonstrate ways to convert financial reports into a more user-friendly format through Google Sheets. Attendees will leave the session with a draft dashboard to take back to their district.
Track
Financial News You Can Use
Time
11:10 AM - 11:59 AM
11:10 AM
School business and operations is a life of putting out fires and creating solutions, all while leading others to do the same. If you are not taking care of yourself or others, it will catch up with you! This session will explore practical ways to focus on taking care of yourself, and engaging others to do the same. You will leave with intentional steps to wellness & engagement to embed into your daily work!
Track
A Look at Health
Benefits & Wellness
Time
11:10 AM - 12:00 PM
11:10 AM
WASBO Legend Dr Tom Owens (aka Dr Deluxe) and Debby Brunett, Baird Director, will address financial 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
11:10 AM - 12:00 PM
11:10 AM
A holistic approach to ensure healthy buildings. This course will offer information on health effects and regulations on asbestos in schools. In addition, we will inform attendees the roles and responsibilities of the Asbestos Designated Person that every school district is required to appoint per the EPA-Asbestos Hazard Emergency Response (AHERA) rules. We will also cover the requirements of the Integrated Pest Management (IPM) rule that applies to Wisconsin School Districts. Including the requirements for using pesticides in schools under the Department of Agriculture, Trade and Consumer Protection (DATCP) as well as considerations for keeping students and staff safe when using pesticides.
Track
Facilities Manager Core Certification Module 3
Time
11:10 AM - 12:00 PM
11:10 AM
Oconomowoc Area School District will share actions to realize utility cost savings and spread the impact over multiple funds to provide operating budget relief. The session will highlight using gas contracts, computing and allocating utilities to other funds, monitoring utilities and energy utilization, phasing in LED/energy efficient practices with referendum projects/rebates, energy conservation tips, and working with students around energy concepts.
Track
Facilities Manager Continuing Education
Time
11:10 AM - 12:00 PM
11:10 AM
Kick back, enjoy lunch and network with your colleagues. Lunch is included with your registration.
Time
12:00 PM - 12:50 PM
12:00 PM
SAA Executive Director, Dee Pettack and WASBO Research Director, Anne Chapman will discuss "To Levy or Not to Levy" (Taking Care of Business, August 2023), the current state of Wisconsin School Funding and the current legislative session.
Track
General Session
Time
12:50 PM - 2:00 PM
12:50 PM
Time
2:00 PM - 2:10 PM
2:00 PM
Now that the 2023-25 budget is in place and ESSER funds are phasing out how does your District’s budget look? This session will help you determine what the state budget provided the district and what it did not, and how to communicate the impact on your district’s budget. It will also look at options of meeting future financial needs and how to balance operational needs and facility needs.
Track
Financial News You Can Use
Time
2:10 PM - 3:00 PM
2:10 PM
With fewer health insurance options available, many districts are turning to Self-Funded health insurance plans. Hear how the first year went for a small rural but wonderfully charming school district.
Track
A Look at Health
Benefits & Wellness
Time
2:10 PM - 3:00 PM
2:10 PM
Oconomowoc will share its journey from being cash-centered to nearly cashless. Several practices highlighted include online student fee collections; maximizing the use of Webstores; ticketing for athletic events; using Skyward IDs for meal service, vending machines, and student events; partnering w/ PTO-Booster Clubs for electronic collections; and implementing QR codes.
Track
Trending Topics
Time
2:10 PM - 3:00 PM
2:10 PM
For those who are new to the business office, October can be scary...even without Halloween. There are many critical financial actions which occur this month. This session will help you prepare for the month ahead!
Track
Year of Success
Time
2:10 PM - 3:00 PM
2:10 PM
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
Facilities Manager Core Certification Module 3
Time
2:10 PM - 3:00 PM
2:10 PM
Have you ever heard the phrase, thank you I will keep that in mind? If you have, this is the politically correct way of telling you to stay in your lane. If you have personally heard that statement made, or if you frequently find yourself using this phrase with others, join our discussion as we navigate through this challenge as leaders.
Track
Facilities Manager Continuing Education
Time
2:10 PM - 3:00 PM
2:10 PM
Time
3:00 PM - 3:10 PM
3:00 PM
Many GASB Standards have come and gone in recent years, but GASB 74/75 is still worth looking into. This session will include perspectives of both the auditor and actuarial service providers to deliver expert analysis on the special terminology, the underlying concepts and calculations, impacts of certain changes to your plan structure, and the reporting of OPEB-related data within your audited financial statements.
Track
Financial News You Can Use
Time
3:10 PM - 4:00 PM
3:10 PM
Because you asked for more following the Spring Conference, we’re delivering Self-funding Part 2! We’ll recap the key concepts of a self-funded health plan, expand on cost containment mechanisms, and emphasize the importance of educating your staff.
Track
A Look at Health
Benefits & Wellness
Time
3:10 PM - 4:00 PM
3:10 PM
It is more important than ever to have a competitive total compensation strategy. Learn the secrects to managing the 3 legged stool of Compensation, Benefits and OPEB so that your best employees want to stay and you are attracting the talent needed in your district without breaking the budget.
Track
A Look at Health
Benefits & Wellness
Time
3:10 PM - 4:00 PM
3:10 PM
Your annual levy is just around the corner! This session offers a line-by-line exploration of the revenue limit worksheet, building on the presentation from the September conference. We will examine the worksheet both as it stands and as it will look like on October 15th—and beyond. Topics covered include best practices, timelines, causes and effects of exemptions, consequences of over/underlevying, and more.
Track
Year of Success
Time
3:10 PM - 4:00 PM
3:10 PM
Learn about the 20 components needed to have a successful safety program. Discover actual practices used by Wisconsin school districts.
Track
Facilities Manager Core Certification Module 3
Time
3:10 PM - 4:00 PM
3:10 PM
Effective recruitment is the first step to staff retention. Join us in a round table discussion focusing on recruiting great people to your district's facilities team in today's job market, and what you can do to bolster retention.
Track
Facilities Manager Continuing Education
Time
3:10 PM - 4:00 PM
3:10 PM
Time
4:00 PM - 4:10 PM
4:00 PM
WASBO Past-President Phil Frei the Finance Guy and Board Member Audra Brooks will help make sure you are on the right track with your budget forecast! We will discuss how to use budget forecast modeling and what budget considerations districts should be thinking about for 2024-25 and beyond.
Track
Financial News You Can Use
Time
4:10 PM - 5:00 PM
4:10 PM
McFarland School District recently conducted a review of their current paid time off benefits as they compared to other Dane County school districts. Learn from this review and employee meetings feedback received from employee groups and decisions made by the District to restructure benefits to improve employee understanding of benefits, attract and retain employees and stay competitive.
Track
Trending Topics
Time
4:10 PM - 5:00 PM
4:10 PM
Convenience of care is more relevant than ever! Understanding the needs of your employees and providing solutions for quick and easy care is the way of the future. Please join us as we discuss innovations and developments in employer-sponsored primary and occupational medicine clinics.  It’s time to rethink your onsite, near-site and virtual clinic models. Moving into 2023 and beyond, we must consider strategy, cost, measurement, and vendor selection. As we are tasked with producing the most clinic ROI, this discussion will help shape current and future clinic expectations and strategies. Whether you are an employer currently operating a clinic, considering one, or interested in general information, this seminar applies to you!
Track
A Look at Health
Benefits & Wellness
Time
4:10 PM - 5:00 PM
4:10 PM
WISEgrants is your centralized location for all your federal grant management needs. The WISEgrants web portal is 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 cover the many tools within the program to help everyone from the novice grants administrator to the seasoned business manager.
Track
Year of Success
Time
4:10 PM - 5:00 PM
4:10 PM
An estimated 54 percent of public school districts need to update or replace multiple building systems or features, according to a national survey of school districts by the U.S. Government Accountability Office. In this session, our team will identify some of the tell-tale signs if your buildings or systems need updates. From stained and damaged floor and ceiling tiles to poor air quality from mold, asbestos, or low air exchange rates, we’ll help you understand the most common clues that your buildings are not operating at their peak performance.
Track
Facilities Manager Continuing Education
Time
4:10 PM - 5:00 PM
4:10 PM
Focus on school building exterior envelope design and maintenance. The speaker will provide examples of problems caretakers may face related to the building envelope and how these problems can be dealt with. Construction specifications and design criteria to ensure quality construction will also be covered.
Track
Facilities Manager Core Certification Module 4
Time
4:10 PM - 5:00 PM
4:10 PM
Casino Night at the Fall Conference is one attendees say they do not want to miss. The Lions Club will provide engaging Casino Games as you unwind from a full day of excellent professional development. Beverages, light snacks and prizes will be included as part of your evening. Join us immediately following sessions for continued networking in the Grand Libelle Lobby!
Time
5:00 PM - 7:00 PM
5:00 PM

Friday, 06 October 2023

Description
Time
7:00 AM - 8:30 AM
7:00 AM
Time
7:00 AM - 12:00 PM
7:00 AM
Time
7:00 AM - 12:00 PM
7:00 AM
Time
8:30 AM - 9:00 AM
8:30 AM
Time
9:00 AM - 9:10 AM
9:00 AM
Get assistance with your Special Education Finance questions from DPI experts. Appointments required. Make your appointment here: https://docs.google.com/spreadsheets/d/1gJ4BMiRv33Mk3PZWjRuDkiz0l4HYb7Gnw9PYngdpdCM/edit?usp=sharing
Time
9:00 AM - 11:00 AM
9:00 AM
The Inflation Reduction Act, approved in August 2022, provides potential tax credits and direct payments for certain qualifying school district facility projects. Join this session to learn more about the Act, how credits are disbursed and direct payments are made, district eligibility requirements and the possible financial benefit to those eligible.
Track
Financial News You Can Use
Time
9:10 AM - 10:00 AM
9:10 AM
Join representatives from the U.S. Department of Homeland Security (DHS) Cybersecurity and Infrastructure Security Agency (CISA), Protective Security Advisors (PSA), and the Security School Safety Task Force (SSTF) will explore and discuss the complex set of dynamic and evolving security risks that K-12 school systems and security professionals endure. This session will focus on what schools are doing to prepare for potential acts of violence and other threats by improving their campuses’ physical security and involving school personnel who are trained to prevent, recognize, and respond to threats of violence, as well as implementing other prevention strategies. This session will be highly interactive, with speakers soliciting input from the audience throughout the discussion.
Track
Trending Topics
Time
9:10 AM - 10:00 AM
9:10 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
9:10 AM - 10:00 AM
9:10 AM
Discover how to develop comprehensive roof management program! Learn how to utilize a combination of visual assessments and internet based technology to track costs, extend the service life of your roof and plan for replacement.
Track
Facilities Manager Core Certification Module 4
Time
9:10 AM - 10:00 AM
9:10 AM
Review how you can utilize the State of Wisconsin cooperative contracts for your school district needs. Save time and costs by obtaining product from existing contracts that has been competitively procured.
Track
Facilities Manager Continuing Education
Time
9:10 AM - 10:00 AM
9:10 AM
Time
10:00 AM - 10:10 AM
10:00 AM
Ethics sounds really simple – just “do the right thing.” But “the right thing” means different things to different people and legal requirements may differ dramatically from what you might think is “the right thing.” Too often we see good people get caught in “hot water” when all they were trying to do is to “do the right thing.” Join Chrissy Hamiel and Andy Phillips of Attolles Law and two of your colleagues, Lynn Knight and Jeremiah Johnson, to explore the various rules of ethics that apply to you and your work so we can all make sure to avoid the “hot water” none of us want to be in!
Track
Financial News You Can Use
Time
10:10 AM - 11:00 AM
10:10 AM
Howard-Suamico recently pivoted their approach to reunification following a recent emergency. Howard-Suamico staff will share their experiences, learnings, and partnerships that help to ensure that all of us are as proactive as possible with school safety.
Track
Trending Topics
Time
10:10 AM - 11:00 AM
10:10 AM
Health insurance plans are becoming more and more cost prohibitive for school districts as you have seen from several presentations at this conference on Self Funded Plans. Join your colleague, Brian Adesso, from Menasha and industry expert Sherry Freeman as they help participants navigate strategies for options to provide an employee health care plan.
Track
A Look at Health Benefits & Wellness
Time
10:10 AM - 11:00 AM
10:10 AM
A school business official's transition to a new district can be challenging regardless of the circumstances. Often, the new SBO is focused entirely on mastering the existing job and consequently misses opportunities to improve the position. This presentation will give new business administrators insights into opportunities for continuous improvements in their districts, proven tools to make positive impacts, and an understanding of how a business official operates as a leader.
Track
Year of Success
Time
10:10 AM - 11:00 AM
10:10 AM
Learn how to develop and implement an effective Preventative Maintenance program, starting from scratch, to a finished, working program.
Track
Facilities Manager Core Certification Module 4
Time
10:10 AM - 11:00 AM
10:10 AM
Selecting the right Architect and General Contractor (GC) / Construction Manager (CM) for your project depends on asking the right questions. This session will address the important questions that all school districts should ask before selecting a firm.
Track
Facilities Manager Continuing Education
Time
10:10 AM - 11:00 AM
10:10 AM
Time
11:00 AM - 11:10 AM
11:00 AM
The benefits renewal and selection process is always one that is challenging for school district business professionals. Information can be challenging, hard to get, and can have a massive impact on the quality of benefits and your ability to retain and attract high quality talent to your district. In this session, Chris Lokken, a seasoned expert in working with Wisconsin school districts will break down and take a deep dive into those components of the process, and discuss further how to work with some of the limitations that sometimes can keep districts from achieving optimal results for their budgets and people. He will also address emerging strategies that have the ability to help school districts "change the game" from a health benefits perspective and discuss a framework for change management to help districts take steps forward to create better outcomes.
Track
A Look at Health
Benefits & Wellness
Time
11:10 AM - 12:00 PM
11:10 AM
If not at some point recently, in the near future it may be necessary for you to look at issuing debt. You’ll have a unique set of needs that requires you to decide on a funding solution using a finite set of tools. With that in mind, wouldn’t it be helpful if you understood the full set of opportunities and consequences of each option? In this session, we’ll explore different funding options for facing your needs head-on, equipping you with knowledge of the mechanics, costs, timeframes, and key players for each option, both from the perspective of a capital referendum as well as operating, including many of the additional considerations that often become an afterthought of the entire process.
Track
Financial News You Can Use
Time
11:10 AM - 12:00 PM
11:10 AM
Explore the future of Artificial Intelligence's (AI) place in our schools and workplaces. Attendees will leave with an understanding of what AI does, common tools used, and some strategies a school district can use to create safe and productive learning/work spaces for students and staff.
Track
Trending Topics
Time
11:10 AM - 12:00 PM
11:10 AM
From reporting requirements to revenue limits & debt, we know we threw a lot at you during this confernece. Join us to ensure you have a firm understanding of everything you learned and are armed and ready to take on October. Get your questions answered, network with colleagues and WASBO staff, and get energized for fall!
Track
Year of Success
Time
11:10 AM - 12:00 PM
11:10 AM
There are many areas of functionality provided by the control system of a building. This session will cover building automation systems such and HVAC, Access Control & Security, CCTV, and Lighting Controls and will cover the Pros and Cons of systems integration and the increased efficiencies that can be achieved with integrated systems.
Track
Facilities Manager Core Certification Module 4
Time
11:10 AM - 12:00 PM
11:10 AM
This benefit will be a source of retirement income for most Wisconsin public school employees. Understanding this benefit will help you better plan for the future. Learn to: • Read/interpret your pension statement. • Calculate your WRS pension benefit. • Choose an appropriate annuity option. • Determine whether you will have a retirement income gap.
Track
Facilities Manager Continuing Education
Time
11:10 AM - 12:00 PM
11:10 AM
Thank you for attending the 2023 Fall Conference! We look forward to seeing you at a future WASBO professional development event.
Time
12:00 PM - 12:45 PM
12:00 PM

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