2016€¦ · Hilton Los Angeles/Universal City 555 Universal Hollywood Drive, Universal City, California 91608 Get Your Professional Headshot Thursday & Friday November 17-18, 2016

CASBO 2016 CBO Symposium 1

CBO Symposium

November 17-18, 2016Hilton Los Angeles/Universal CityUniversal City, California

2016

The foremost authority on school business.

For CBOs, Superintendents, Directors of Finance and Executive Directors

2 CASBO 2016 CBO Symposium

November 17-18, 2016Universal City, California

CBO Symposium 2016 – The premier educational program for California’s chief business officials.

You are a competent, qualified and committed professional. As tough as times are, you consistentlyendeavor to provide leadership to your district or agency. Daily, the professional demands are growing,the job responsibilities are increasing, and public scrutiny continues to demand transparency andinnovative and informed leadership. Today, more than ever before, you need valuable and timelyinformation and training.

Our CBO Symposium is that training that California’s chief business officials need. This year’s eventprovides you with opportunities not available anywhere else, including up to 12 hours of training andnetworking that will enhance your job performance. New topics and presenters, as well as the returnof some of your favorite experts, will provide you with the information you need to succeed in today’s turbulent times.

Take a look at this year’s sessions and register today!

CBO Symposium2016


B AC K BY P OP U L A R DE M A ND!

Who Should Attend

By Invitation OnlyCBO Symposium is for chief business officials of school districts, county offices of education and community colleges. Superintendents of small school districts, directors of finance, and executive directors of joint powers authorities and other school consortia also should plan to attend.

Welcome FCMAT CBO Mentor Program Participants

Courtesy of School Innovations & Achievement

FCMAT CBO Mentor Program participants again will join CBO Symposium! We offer our sincere gratitude to School Innovations & Achievement for its sponsorship of their participation this year.

Dates and Locations

Pre-ConferenceWednesday, November 16, 2016: 9:00 a.m. – 4:00 p.m.

SymposiumThursday, November 17, 2016: 11:00 a.m. – 5:00 p.m.Friday, November 18, 2016: 7:30 a.m. – 5:15 p.m.

Hilton Los Angeles/Universal City555 Universal Hollywood Drive, Universal City, California 91608

Get Your Professional Headshot

Thursday & FridayNovember 17-18, 2016Courtesy of AXA and Isom Advisors

You will have an opportunity to have your photograph taken by a professional photographer and take advantage of both a makeup artist and a hair stylist if desired. Photographs will be emailed to you after the event – use them to enhance your professional image on your CASBO, Facebook or LinkedIn profiles, and keep them on hand for media requests. Many thanks to AXA and Isom Advisors for sponsoring this unique benefit!


Wednesday, November 16

8:00 a.m. – 9:00 a.m.Pre-Conference Registration – Ballroom Foyer

9:00 a.m. – 4:00 p.m.Pre-Conference: Charter Schools 2017 and Beyond – Ballroom A

Thursday, November 17

10:00 a.m. – 11:00 a.m.Registration – Ballroom Foyer

10:00 a.m. – 7:00 p.m.Professional Headshots – Salons 7 & 8

11:00 a.m. – 11:20 a.m.Opening Session – Ballroom CDWelcome and IntroductionsRobert McEntire, CASBO CBO Professional Council Chair; and Chief Business & Finance Officer, Glendale USDMelissa Anderson, CASBO President; and Chief, District Financial Services, San Bernardino County Superintendent of Schools

11:20 a.m. – 12:00 p.m.General Session – Ballroom CDThe Federal Impact on EducationBob Canavan, Principal, Federal Management Strategies, Inc.As CASBO’s federal liaison, Bob Canavan represents CASBO on educational matters before the U.S. Congress, presidential administration and federal agencies, including the U.S. Department of Education. Bob’s session will bring you up to date on the latest developments surrounding the new Every Student Succeeds Act, the 2016 congressional session, and emerging issues affecting education finance at the national level.

12:00 p.m. – 12:30 p.m.Buffet Luncheon – Ballroom Circle/Foyer BCD

12:30 p.m. – 1:30 p.m.General Session – Ballroom CDThe Current Economic ForecastJennifer Kuhn, Director, K-12 Education, California Legislative Analyst’s OfficeBack by popular demand, Jennifer Kuhn will bring a current perspective to the education economic forecast for 2016-17. Kuhn joined the California Legislative Analyst’s Office (LAO) in 1999 following the completion of her doctorate in political science at the University of California, San Diego. During her time at the LAO, she has covered a wide variety of issues in both K-12 education and higher education, including teacher issues, financial aid, student fees, school facilities and Prop 98. In 2002, she won the LAO’s Best Analysis of the Year award for her work on K-12 professional development.

2016 Schedule of Events



1:45 p.m. – 2:45 p.m.3:00 p.m. – 4:00 p.m. (encore presentations)Breakout Sessions (select one session for each time slot)

Developing Successful Leaders Through Coaching – Mandarin ACoaching is an important strategy to build leaders at all levels. Unlike a manager, the coach asks questions rather than directs, and provokes thought rather than gives directions. Successful leaders and organizations have come to understand the value and importance of coaching in the workplace.Speaker: Pearl Iizuka, Consultant, Iizuka Consulting

Serving Public Education Without Violating Gift and Ethics Laws – Mandarin BScrutiny on the relationships between school districts and their consultants and service providers remains high, particularly within the bond con-struction industry. As many districts gear up for construction programs with new funding, now is a good time for both public officials and private companies to (1) develop a shared understanding of the technical gift rules that apply to their relationship; (2) understand the repercussions to both sides when rules are violated; and (3) implement best practices for public officials and for vendors to develop productive, ethics-conscious relation-ships while meeting the business objectives of both sides.Speaker: Janet Mueller, Attorney and Shareholder, Dannis Woliver Kelley Speaker: William Tunick, Attorney and Shareholder, Dannis Woliver Kelley

Data-Driven Analytics for School Business Leaders – Sierra SuiteIt’s tough to get a true sense of how well your district is performing if you examine your goals in isolation. This session will cover what metrics give you the best opportunity to measure cost and service-level commitments, how to use performance metrics to build a data-informed multi-year projection (MYP), and how districts in California are performing on these metrics.Speaker: Philip Smith, Brand Manager, ActPoint KPISpeaker: Jeff Carew, Managing Director, Forecast5 Analytics

The Trojan Horse Syndrome: When Is a Gift (or Contract) Too Good to Be True? – Club RoomIn the wake of the Great Recession, the area of municipal finance and related taxpayer-funded construction projects has been under extremescrutiny by voters, watchdog organizations and the media. Accusations of “pay to play” and perceived favoritism of consultants have spurred litigation claiming violations of conflict-of-interest laws and multiple Attorney General opinions addressing contracting relationships between public agencies and financial consultants. In this session, you will get the latest legal guidance and learn strategies to assist in navigating the complexweb of campaign contributions, vendor gifts, and contracting with financial and certain public construction consultants.Speaker: Megan Macy, Attorney at Law, Lozano Smith

Dollars and Sense: Managing Risk to Save Money for Your District – Hiro RoomAre you taking risks at your district without effective risk management practices? Who is wearing the risk management hat at your district? This session will help you understand why risk management is not just necessary to your school district’s business, but actually is your business. You will learn the importance of having recommended best practices implemented across your district and how they will contribute to your bottom line.Speaker: Martin Brady, Executive Director, Schools Insurance Authority

Better Call Saul: How to Keep Legal Costs Down by Calling Your Lawyer – Salon 6ABSchool district budgets should focus on meeting the needs of students and not on funding excessive litigation and attorneys’ fees. There arestrategies that CBOs and other administrators can consider when trying to prevent entanglement in costly and prolonged litigation. Some strategiesinvolve seeking counsel at the outset of projects and complaint matters, and other strategies involve increased knowledge and training in legal requirements. The primary goal of this presentation is to share with you the advice and experience of legal practitioners about which of theseand other strategies and practices can be effective in keeping legal costs down and avoiding litigation.Speaker: Cynthia Smith, Partner, Fagen Friedman & Fulfrost LLPSpeaker: Wesley King, Attorney, Fagen Friedman & Fulfrost LLP





4:00 p.m. – 5:00 p.m. General Session – Ballroom CDHigh Stakes Politics: Consequences for School Policy & FinanceKevin R. Gordon, President, Capitol Advisors Group, LLCIn perhaps the most consequential election for California public education in decades, the voters’ sentiments about tax extension, school bonds and who they are sending to Sacramento sets the stage for our work in schools over the coming years. Combined with a forecast of school district finances and policy issues likely to emerge next year, 2017 will have plenty of challenges for school business officials.

5:30 p.m. – 7:00 p.m.CBO Symposium Reception – Ballroom Circle and Ballroom B

Friday, November 18

7:30 a.m. – 9:00 a.m.Breakfast/General Session – Ballroom Circle and Foyer BCD/Ballroom CDThe Wild Ride Continues: What CBOs Need to Know to PrepareJohn Gray, President, School Services of California, Inc.The California economic outlook for districts and county offices of education is shifting dramatically. What are the effects on public education resulting from recent state and national elections? How is your role changing with the partnership between business service and instruction in meeting Local Control Accountability Plan goals? What is happening in collec-tive bargaining and in district governance with these changes? Join us for an informative presentation that will focus on these questions and let you know how to prepare for the year ahead.

9:00 a.m. – 10:00 a.m.General Session – Ballroom CDEconomic Forecast and Industry Outlook for 2016-17Robert A. Kleinhenz, Ph.D., Economist; and Executive Director of Research, Beacon Economics, LLCDr. Kleinhenz is one of California’s leading economists with nearly 30 years of experience analyzing the U.S. and California economies and the economics of California’s many diverse regions. He is also director of research at the University of California, Riverside School of Business Administration Center for Economic Forecasting and Development. Prior to joining Beacon Economics, Dr. Kleinhenz served as chief economist at the Kyser Center for Economic Research at the Los Angeles County Economic Development Corporation (LAEDC) where he conducted research on and produced economic forecastsfor the U.S., California, and Southern California. While at LAEDC, he was known for his deep knowledge of the economy

and industries of both California and its southern counties. Earlier in his career, he was deputy chief economist at the California Association ofRealtors where he focused on the housing market and consumer research. He also taught economics for more than 15 years, most recently atCalifornia State University, Fullerton.

10:00 a.m. – 3:00 p.m.Professional Headshots – Salons 7 & 8



Friday, November 18

10:00 a.m. – 10:15 a.m. Break – Ballroom B

10:30 a.m. – 11:15 a.m.11:30 a.m. – 12:15 p.m. (encore presentations)Breakout Sessions (select one session for each time slot)

ACA 2017: What You Cannot Afford Not to Know – Mandarin AMany employers were understandably overwhelmed by the magnitude and dynamic nature of the Patient Protection and Affordable Care Act (ACA) when it was first enacted. At this point, the trend is to assume the worst is behind us. While we can hope that’s true, there are some key require-ments left that may need attention for your district. During this session, we’ll review the need-to-know requirements, share tips for developing your going-forward strategy, and provide time to ask questions.Speaker: Susan Relland, JD, Chief Executive Officer, American Fidelity Administrative Services, LLC

Getting Your Board on Board: Building Strong Support for Negotiations – Mandarin BThe Board of Education needs time and information to set clear direction for negotiations, and it needs time to process the facts in order to stand strong in support of negotiations when things get tough. From fact sheets to the school community, this session will cover some of the most effective – and often overlooked – strategies that can help keep your organization strong and focused when negotiations get tough.Speaker: Peter Fagen, Partner, Fagen Friedman & Fulfrost LLPSpeaker: Terilyn Finders, Director of Communications, Fagen Friedman & Fulfrost LLP

Lease-Leaseback and the Latest Word on Construction Delivery Methods – Sierra SuiteThe law regarding lease-leaseback contracts and their use as a construction delivery method continues to evolve, with new legislative and judicial developments occurring regularly. This session will review the status of lease-leaseback, the latest rules, and the pros and cons of lease-leaseback in the current unsettled environment. Other delivery methods, such as design-build, traditional bidding, use of a construction manager and more, also will be explored. CBOs must not only be prepared to know the technical rules around construction delivery methods (as well as the advantages and disadvantages of those methods), they must also be ready to anticipate and address public reaction, board member questions, various construction interests lobbying, increased media attention and, possibly, court scrutiny. You will leave this session with a better sense of where things stand as well as strategies for moving forward.Speaker: Harold Freiman, Attorney at Law, Lozano SmithSpeaker: Megan Macy, Attorney at Law, Lozano Smith

Mitigating Impacts of New Development: Developer Fees & Beyond – Orchid RoomFor school districts experiencing growth, obtaining support from developers can be a tremendous challenge. This workshop will address both how to maximize your school district’s developer fees, including Level 2 and Level 3 fees, and how to obtain additional support from developers beyond the statutory fees. It also will address ways to avoid pitfalls that can limit developer mitigation or developer fees, as well as ways to leverage your district’s bargaining power with developers. Many school districts face significant growth. SB 50 limited developer fees and the availability of other mitigation, which has led to overcrowded classrooms and playgrounds full of portable buildings. While a state school bond is part of the solution, state funds are only available if school districts have local facility funds available to match the state funds. Two school districts lobbied the State Allocation Board for Level 3 developer fees and participated in the lawsuit filed by the California Building Industry Association to stop districts from being able to impose Level 3 fees. This workshop will update the status of Level 3 fees and the interplay between developer fees and state bond funding.Speaker: Jessika Johnson, Attorney and Special Counsel, Dannis Woliver KelleySpeaker: Clarissa Canady, Attorney and Shareholder, Dannis Woliver Kelley

(sessions continued on next page)


Friday, November 18

Breakout Sessions (continued)

Developing Authentic LCAP Engagement Through Budget Transparency – Club RoomThe Local Control Funding Formula (LCFF) requires that school districts seek and incorporate feedback from their stakeholders when developing their Local Control Accountability Plans (LCAPs). This requires stakeholders to understand district finances and budget planning well enough to provide informed, meaningful input. Our panel will share tools and best practices that districts and school board members can use to share budget informa-tion in a way that will ensure actionable input from their stakeholders.Speaker: Sara Bachez, Assistant Executive Director, Governmental Relations, CASBO Speaker: Rob Manwaring, Senior Policy & Fiscal Advisor, Education, Children NowSpeaker: Natalie Wheatfall, Policy Analyst, The Education Trust-West

12:30 p.m. – 2:45 p.m.Luncheon, Panel Discussion and General Session – Ballroom Circle/Foyer BCD/Ballroom CD

12:45 p.m. – 1:45 p.m.Panel Discussion – Ballroom CDLCFF/LCAP 2016: The Journey Through the Local Control Funding FormulaThe Local Control Funding Formula (LCFF) and Local Control Accountability Plan (LCAP) continue to be an enigma and an experiment for our school districts. This session will address the challenges and opportunities presented by LCFF, and provide an update on the recent developments on thenew state accountability system, known as the LCFF Evaluation Rubrics.Moderator: Ron Bennett, CEO, School Services of California, Inc.Panel Includes:Janelle Kubinec, Consultant to the State Board of Education; and Director, National, State and Special Projects, WestEdPeter Birdsall, Executive Director, California County Superintendents Education Services AssociationA representative from the California Collaboration for Educational ExcellenceA representative from the California State Board of Education

1:45 p.m. – 2:45 p.m.General Session – Ballroom CDA Different Kind of Cool: Insight Into Autism (based on his play, “A Different Kind of Cool”)Jack Gallagher, Professional Keynote SpeakerA comedian, actor, public television show host, and three-time Emmy winner, Jack is the author of this one-manperformance that focuses on the relationship between him and his son, Liam, who is a child with autism. Hailed asa story that “perfectly portrays the struggles of a parent with a child with autism,” Jack will present this keynoteversion of his play – a funny, relatable and ultimately moving portrayal of a parent struggling to understand a childwho he comes to realize is truly a different kind of cool.



Friday, November 18

3:00 p.m. – 4:00 p.m.4:15 p.m. – 5:15 p.m. (encore presentations)Breakout Sessions (select one session for each time slot)

As the Capitol Turns: Making Sense of the 2016 Legislative Year – Mandarin ACASBO’s Governmental Relations team will provide an overview of the myriad issues it dealt with at the State Capitol in 2016, including LCFF; the state and federal accountability system; and bills pertaining to facilities, employee-employer relationships and school finance. This session also will provide an “insider’s look” at what’s in store for the beginning of the 2017-18 legislative session.Speaker: Jim Novak, Chief Business & Finance Officer, Desert Sands USDSpeaker: Sara Bachez, Assistant Executive Director, Governmental Relations, CASBOSpeaker: Elizabeth Munguia, Legislative Advocate, Governmental Relations, CASBO

Templates and Apps for the CBO – Mandarin BIn this session, you will learn about useful business office templates and applications that can help a busy CBO get through everyday tasks.Speaker: Michael Dodge, Regional Director, California Financial Services

Student Residency and Enrollment: Where Do the Students Really Live,Where Are They Entitled to Attend and Have They Had Their Shots? – Sierra SuiteIn recent years, the news has been full of reports regarding school district residency and enrollment issues, including controversy over investigations into student residency, who has priority to attend which schools and immunization requirements. Frequently, these controversies land on a CBO’s desk. This presentation will address hot topics regarding student enrollment, including 2015 legislation that greatly affected how and when a school district can conduct a residency investigation, the latest word on immunization requirements and when and whether a student can be prohibited from enrolling, inter-district attendance, open enrollment, employment-based residence, and more. In this session, you will learn the latest rules, trends and strategies, as well as how to distinguish the various rules for the different types of enrollment.Speaker: Harold Freiman, Attorney at Law, Lozano SmithSpeaker: Desiree Serrano, Attorney at Law, Lozano Smith

Legal Requirements and Best Practices for Forming and Working With Your Citizens Bond Oversight Committee – Orchid RoomA school district’s Citizens Bond Oversight Committee (COC) can play a key role in the success of a bond program. This workshop will provide you with the key legal requirements that must be met when establishing a COC and when assisting a COC’s operations. You also will receive real-world, practical advice for working with a COC to help ensure that a bond program runs smoothly and efficiently.Speaker: Marilyn Cleveland, Attorney and Shareholder, Dannis Woliver KelleySpeaker: Sam Santana, Attorney and Shareholder, Dannis Woliver Kelley

5:15 p.m.Adjourn


We have more great speakers coming your way this year!

Join us at our 2017 AnnualConference & California School Business Expo in Long Beach on April 12-15. Registration opens October 17, 2016, at casbo.org!


Registration and Hotel Information

Registration Deadline

Registration for CBO Symposium closes on Thursday, November 3, 2016. Registrations may be accepted after this date, are subject to availability and will be charged a late fee.

Registration Fees

Pre-Con Only

If registered on or before Thursday, November 3, 2016:Career Accelerator, Distinguished Access and Executive Access Members: $250Aspiring Access Members, Organizational Members and CASBO Non-Members: $350

If registered after Thursday, November 3, 2016 (based on availability):Career Accelerator, Distinguished Access and Executive Access Members: $250Aspiring Access Members, Organizational Members and CASBO Non-Members: $350

Symposium Only

If registered on or before Thursday, November 3, 2016:Career Accelerator, Distinguished Access and Executive Access Members: $600Aspiring Access Members, Organizational Members and CASBO Non-Members: $1,000

If registered after Thursday, November 3, 2016 (based on availability):Career Accelerator, Distinguished Access and Executive Access Members: $650Aspiring Access Members, Organizational Members and CASBO Non-Members: $1,000

Pre-Con and Symposium

If registered on or before Thursday, November 3, 2016:Career Accelerator, Distinguished Access and Executive Access Members: $750Aspiring Access Members, Organizational Members and CASBO Non-Members: $1,200

If registered after Thursday, November 3, 2016 (based on availability):Career Accelerator, Distinguished Access and Executive Access Members: $800Aspiring Access Members, Organizational Members and CASBO Non-Members: $1,200

Online Registration

Online registration for CBO Symposium is easier than ever! If you have questions orconcerns about online registration, please contact us.

Cancellation Policy

Cancellation requests must be in writing. You may fax your cancellation request to (916) 447-8990,or mail it to CASBO: 1001 K Street, 5th Floor,Sacramento, CA 95814. A $100 fee is chargedfor refunds requested on or before November4, 2016. NO REFUNDS WILL BE GIVEN FOR REQUESTS RECEIVED AFTER NOVEMBER 4, 2016. No-shows on the day of the event will not be refunded.


Registration and Hotel Information

Hotel Reservations

CBO Symposium will be held at the Hilton Los Angeles/Universal City. CASBO has secured a room rate of $179 per night. Space is limited andavailable on a first-come, first-served basis.

Reserve your room online or call the hotel directly at (818) 506-2500. Ask to speak to reservations and request the “CASBO CBO Symposium” rate.

Hotel Reservation Deadline

Reservations must be made on or before Tuesday, November 1, 2016.

Tax Deduction of Expenses

An income tax deduction may be allowed for education expenses (including registration fees, travel, meals and lodging) undertaken to maintain and improve your professional skills. (Treas. Reg. 1.1625 Coughlin v. Commissioner 203 F.2d. 307.) Check with your personal tax advisor for confirmation.


CASBO Thanks Our 2016CBO Symposium Sponsors

We are grateful for the continuing support of our partners and associate members and their commitment and dedication to professional development. The generous support of our 2016 CBO Symposium sponsors helps us deliver invaluable training to you, the leaders of California school business.

S T R AT EGIC A L L I A NC E PA R T N E R S

P R E M IE R P L U S PA R T N E R S

P R E M IE R PA R T N E R S

A S S OC I AT E M E M BE R S

Sponsors

Documents

2016€¦ · Hilton Los Angeles/Universal City 555 Universal Hollywood Drive, Universal City, California 91608 Get Your Professional Headshot Thursday & Friday November 17-18, 2016