Leading with the HEART

ANNUAL CONFERENCE

February 9, 2018 University of San Diego

Joan B. Kroc Institute for Peace and Justice Center 5998 Alcala Park, San Diego, CA 92110

REGISTER BY FRIDAY, FEBRUARY 2, 2018

$50 per participantQuestions? Contact Brenda Gachuz at BGachuz@dmusd.org

THE AGENDA:

• 7:30am - 8:30am: Meet & Greet, Reg istration & Breakfast• 8:30am - 9:30am: Session 1 Workshops

▪ Student Data and Technology Contracts▪ SACS Supplemental Forms▪ Developer Fee Update

• 9:30am - 10:25am: Vendor Show

• 10:30am - 11:30am: Session 2 Workshops▪ Child Nutrition: No Longer and Island; Bridging the Gap CBOs & CNS▪ 31 Flavors of Audit▪ CalPERS: Understanding Your Retirement

• 11:30am - 12:55pm: Lunch with Guest Speaker: Sara Bachez, Assistant Executive Director, Governmental Relations, CASBO; with special guest Assemblymember Shirley Weber• 1:00pm - 2:00pm: Session 3 Worksho ps

▪ Legislative Advocacy▪ Cybersecurity Awareness Tips▪ Form CAT and Other Resources

• 2:10pm - 3:10pm: Session 4 Workshops

▪ Preventing Purchasing Fraud▪ Special Education Maintenance of Effort (MOE)▪ Retirement Hot Topics

• 3:15pm - 3:30pm: Closing with Dessert and Prizes

It’s never too early to begin planning your retirement! Whether you are new member, mid-career, or near retirement, this workshop will provide

information about CalPERS retirement benefits, the retirement process, and resources for additional information to assist in your retirement planning.

Presenter: Presented By: Alice Sealy, CalPERS San Diego Regional Office

VENDOR SHOW: 9:30 AM to 10:25 AM

SESSION II 10:30 AM – 11:30 AM

In today’s world of the Local Control Funding Formula (LCFF) and Healthy, Hunger-Free Kids Act (HHFKA), CBOs and nutrition directors need to rely on

each other more and more. This workshop will cover topics connecting them to how they affect the district as a whole. Presenter: Jennifer Marrone,

San Diego Unified School District

Lunch Time Panel Discussion with Panel Members:

CALPERS: UNDERSTANDING YOUR RETIREMENT

Are you familiar with spam? Phishing scams? Have you seen them in your email? Now what? Explore proper email practices, password security and

cyber protection. Presenter: Gary Lee, Corodata

Come learn how to use the new categorical calculator developed to work with PeopleSoft. The workshop will provide an overview of the Form CAT and

what to do with the information generated from the form to help with closing the books. Presenters: Andi Loree and Natalie Schuff, San Diego County

Office of Education

Guest Speaker: Sara Bachez, Assistant Executive Director, Governmental Relations, CASBO

SESSION III 1:00 PM – 2:00 PM

Learn how you can become a local advocate for education in San Diego County and the resources available through CASBO’s professional councils and

legislative action network. Presenter: Eric Dill, Superintendent, San Dieguito Union High School District

Special Guest: Assemblymember Shirley Weber

• Oscar Esquivel, Assistant Superintendent of Business Services and Support, Chula Vista Elementary School District

STUDENT DATA AND TECHNOLOGY CONTRACTS

SACS SUPPLEMENTAL FORMS

DEVELOPER FEE UPDATE

CHILD NUTRITION: NO LONGER AND ISLAND; BRIDGING THE GAP CBOs & CNS

Learn about the Supplemental Forms districts must complete during Unaudited Actuals reporting. This workshop will provide you with tips on where to

find the data to complete the Supplemental Forms. Presenters: Finance and Accounting Professional Council

The SAB adjusts the Level 1 fees at their January meeting, now is the time to get your ducks in a row. This workshop will provide best practices for your

district’s Developer Fee Policy, updating Fee Justification Studies, common questions, current litigation and reporting requirements. Presenters: Lyn

Gruber and Doug Floyd, Koppel & Gruber Public Finance

SESSION I 8:30 AM – 9:30 AM

This session will discuss student data privacy provisions in contracts, best practices for software and technology contracts and an opportunity for Q&A

for attendees. Presenter: Nicholas G. Felahi, Lozano Smith Attorneys at Law

CLOSING WITH DESSERT & PRIZES: 3:15 PM- 3:30 PM

• Michael Simonson, Assistant Superintendent of Business Services, Escondido Union High School District

31 FLAVORS OF AUDITWorkshop will highlight the purpose, procedures, and steps required of financial, compliance, forensic/fraud, internal control/operations, and bond

performance audit. You will learn the value of the different types of audits and which best serve your district’s needs. Presenters: Kristin Armatis, San

Diego County Office of Education (SDCOE) & Heather Daud, Christy White and Associates

LUNCH: 11:30 AM- 12:55 PM

• Eric Dill, Superintendent, San Dieguito Union High School District

LEGISLATIVE ADVOCACY

CYBERSECURITY AWARENESS TIPS

FORM CAT AND OTHER RESOURCES

SESSION IV 2:10 PM – 3:10 PM

RETIREMENT HOT TOPICSCome join retirement reporting expert Tammy Britt as she highlights current retirement hot topics, including: New CalPERS Retiree Enrollment Fees,

New CalPERS Retirement Appointment Reconciliation, New CalSTRS Employer Reporting System. Presenter: Tammy Britt, San Diego County Office of

Education

PREVENTING PURCHASING FRAUD

SPECIAL EDUCATION MAINTNANCE OF EFFORT (MOE)

Fraud and corruption in the procurement function (such as illicit rebates, kickbacks and dubious vendor relationships) are all too common. While the

risk can never be fully eliminated, districts can implement controls to reduce the likelihood of these occurring . Presenter: Guiselle Carreon, San Diego

County Office of Education (SDCOE)

Workshop will provide guidance and best practices to completing the Special Education MOE (SEMA) at year-end. You will learn how to review the

Subsequent Year Tracking sheet and ways to re-benchmark your MOE to pass all four MOE tests. Presenter: Mark Curtis, North Coastal Consortium for

Special Education (NCCSE)

When: February 9, 2018 Where:

Time: 8:30am - 3:30pm Cost:

University of San Diego,

Joan B. Kroc Institute for Peace and Justice

$50 per participant

**Registration begins at 7:30am

Workshop Selection

Please select one workshop for each session.

Registrant Information

Name: District:

Email: Phone:

Checks to be made payable to CASBO. Please mail payments to:Steele Canyon High School, Attn: Brad Wilkinson, 12440 Campo Road, Spring Valley, CA 91978

Cancellations: No refunds after Friday, February 2, 2018; alternate attendee allowed

Breakfast, lunch and parking in West Parking Structure (use validation code 4099) are included

Please complete and return the form to Brad Wilkinson: bwilkinson@schscougars.org

Annual Conference

Participant Registration

Leading With the HEART

Session 1

Session 2

Session 38:30 - 9:30amData Privacy and Technology Contracts

SACS Supplemental Forms

Developer Fee Update

10:30 - 11:30amChild Nutrition: No Longer an Island

31 Flavors of Audit

CalPERS: Understanding Your Retirement

1:00 - 2:00pm

Cybersecurity Awareness Tips

Legislative Advocacy

Form CAT and Other Resources

2:10 - 3:10pmPreventing Purchasing Fraud

Special Education Maintenance of Effort

Payroll/Retirement Workshop

Session 4

REGISTER BY FRIDAY

Feb. 2

Joan B. Kroc Institute for Peace & Justice University of San Diego

5998 Alcalá Park, San Diego, CA 92110 Operations/Events Office: 619-260-7808

DRIVING DIRECTIONS & PARKING INFORMATION

MAP: http://www.sandiego.edu/maps/

ARRIVE EARLY TO ALLOW ENOUGH TIME TO TAKE THE CAMPUS TRAM OR WALK TO THE VENUE

From the North (Los Angeles, La Jolla)

• Use I-5 (South), exit at Sea World Drive and Tecolote Road

• Turn Left on Tecolote Road.

• Right on Morena Blvd.

• Left on Napa Street to Linda Vista Road.

• Make a left at the 1st stoplight on Linda Vista Road onto Marian Way, USD's West Entrance.

• Take 1st Left after security booth and enter the “West Lot”

• Pay or use the validation code provided for your parking at one of the pay stations throughout the

west parking structure. CASBO VALIDATION CODE: 4099

• Visitors may take the campus tram to the venue, or walk up the hill.

From the South (Downtown, Convention Center)

• Use I-5 (North) to I-8 (East) and exit at the first exit, Morena Blvd.

• Follow Morena Blvd, and bear right onto Linda Vista Road.

• Make a left at the 1st stoplight on Linda Vista Road onto Marian Way, USD's West Entrance.

• Take 1st Left after security booth and enter the “West Lot”

• Pay or use the validation code provided for your parking at one of the pay stations throughout the

west parking structure. CASBO VALIDATION CODE: 4099

• Visitors may take the campus tram to the venue, or walk up the hill.

From the East

• Use I-8 (West), exit at Morena Blvd.

• Bear right onto Linda Vista Road.

• Make a left at the 2nd stoplight on Linda Vista Road onto Marian Way, USD's WestEntrance.

• Take 1st Left after security booth and enter the “West Lot”

• Pay or use the validation code provided for your parking at one of the pay stations throughout the

west parking structure. CASBO VALIDATION CODE: 4099

• Visitors may take the campus tram to the venue, or walk up the hill.

The Institute venue is a 5 minute walk up the hill and is the first building on the right.

CASBO Validation Code: 4099