November 4-5, 2019

Fall Conference Virginia Crossings

Glen Allen, Virginia

Greetings VASBO members! On behalf of the Executive Board, I’d like to welcome you to the VASBO 2019 Fall Conference and a new venue for our conference activities, Virginia Crossings Hotel & Conference Center. If you’re new to school business and operations, or if you are a seasoned professional, the conference schedule provides professional development for all attendees. Don’t forget about the pre-conference professional development opportunities and the Team Building/Networking activity Monday evening. As we participate in our professional growth activities, remember to visit with our VASBO sponsors and exhibitors during your conference stay. I thank you for allowing time in your schedule to collaborate with school business and operations professionals throughout the Commonwealth of Virginia in a transparent, professional and ethical manner. Thomas C. (Tim) Yetter, SFO VASBO President 2019-2020

Welcome from the President

Special Thanks

Our sincere thanks to all of the speakers for donating their time and talents to make the VASBO Fall 2019 Conference a success!

Paula Aldous—Chesterfield County

Wes Karsten and Steve Crouse—Forecast5 Analytics Patricia Bishop, Barry Faison and Andy Feagans—VRS

Rob Churchman– Cherry Baekart Donna Michaelis—Dept. Criminal Justice Services

Terry Stone—Hanover County Sandra Curwood—VDOE

Rhonn James—VDOE Donna Eagle—Prince William County

Chris Regan—AXA Ed Lanza and Christina Berta—VDOE

Time Topic Room Location

8:00 am - 8:20 am Registration Henrico Ballroom Pre-Function

8:30 am - 12:30 pm

Five Fabulous Functions with Google Sheets Speaker: Paula Aldous—Chesterfield County Do you love the collaboration aspects of Google but sometimes struggle with having Google sheets perform the same functions that you have mas-tered in Excel? If so, this workshop is for you! Come with your laptop and come prepared to work. This will be an interactive presentation where we will walk through importing data, writing queries, creating pivot tables, using functional formulas and generating simple macros (if time permits).

Chesapeake Room

12:30 pm - 1:00 pm Registration Henrico Ballroom Pre-Function

1:00 pm - 4:00 pm

Forecast5 Users Group Speakers: Steve Crouse and Wes Karsten—Forecast5 This hands-on workshop, developed for existing Forecast5 clients, is open to all conference attendees interested in getting a closer look at how Virginia Divisions are leveraging Forecast5. During the workshop our Advisors will lead the group through important updates and enhancements.

Chesterfield Room

4:00 pm - 5:30 pm VASBO Management Team Meeting Brunswick Room

5:30 pm - 6:30 pm New Member Welcoming Reception Sponsored by VASBO Management Team

Terrace

6:30 pm - 8:30pm

Social Networking Activity Sponsored by American Fidelity

Henrico Ballroom Pre-Function

Agenda: Monday, November 4, 2019

Time Topic Room Location

6:00 am—6:45 am Fun Walk/Run Jefferson Building

8:00 am - 8:30 am Registration & Breakfast Henrico Ballroom Pre-Function

8:30 am - 9:45 am

General Session : VRS Update Speakers: Patricia Bishop, Barry Faison and Andy Feagans—VRS VRS will provide an overview of the agency, including information on the Hybrid Retirement Plan and tools employers can use to encourage employees to increase their voluntary contributions. We’ll also look at teacher employer contribution rates. We’ll also focus on GASB standards and financial reporting, with a look at the guidelines and resources VRS provides on a special section of our employer website. Our third focus will be the definition of creditable compensation: what’s included, what’s excluded and what to do if you have questions. The presentation will conclude with a quick review of useful resources for employers and features for members, including VRS’ award-winning financial wellness initiative.

Henrico Ballroom

10:00 am - 11:15 am

General Session II: General Session Topic: GASB 84 & 87 and any other GASB updates coming Speaker: Rob Churchman—Cherry Beakert Describe the accounting and financial reporting of recently issued GASB pronouncements effective in the upcoming years

Henrico Ballroom

11:15 am –11:30 am Vendor Time and morning Break

11:30 am—12:20 pm Breakout Session I

School Security Speaker: Donna Michaelis—Dept. of Criminal Justice Services This presentation will provide an overview of the Virginia Center for School and Campus Safety (the Center). Mrs. Michaelis will provide a detailed summary of legislation and data collection that drive the Center’s mission to include school safety audits and threat assessment. A snapshot of trainings, conferences and resources will also be provided.

Chesterfield Room

GFOA Membership Benefits Speaker: Terry Stone—Hanover County This session will introduce the GFOA and share the resources that are available to members. This introduction will include information on the new School Budget Award and the recently approved GFOA Code of Ethics.

Spotsylvania Room

Agenda: Tuesday, November 5, 2019

Time Topic Room Location

11:30 am - 12:20 pm Professional Education Session I

CEP Speaker: Sandra Curwood—VDOE The Community Eligibility Provision available to schools that meet the minimum requirement provides for all students to have breakfast and lunch at no charge. The presentation describes the requirements, financial impact evaluation, ramifications, and benefit of implementing the CEP in the school nutrition program.

Brunswick Room

12:20 pm—1:40 pm Lunch Business Meeting and Recognitions

Henrico Ballroom

1:50 pm—2:40 pm Professional Education Session II (Choose 1)

Omega Speakers: Rhonn James—VDOE

The Online Management of Education Grant Awards (OMEGA) is an automated grant reimbursement and application system designed and administered by the Virginia Department of Education. It is used to process grant expenditure reimbursements, budget transfers and application requests. This presentation will guide the end users through the following processes: • OMEGA Introduction • Establishing OMEGA permissions and SSWS access • Application Processing • Budget (Object Code) Transfers • Reimbursement Requests

Chesterfield Room

Human Resource Matters Speaker: Donna Eagle—Prince William County In this lively session you will learn all the requirements for compliance with the Fair Labor Standards Act. You will learn all about employee classifications, overtime rules, special rules for public employers, travel pay, on call pay, when you can dock pay, and many other nuances of this important federal law.

Spotsylvania Room

Agenda: Tuesday, November 5, 2019

Time Topic Room Location

1:50 pm - 2:40 pm Professional Education Session II(choose 1)

Student Loan Forgiveness Speaker: Chris Regan—AXA Student loan forgiveness presents an effective method to tackling loan debt. With so many options to choose from, however, it can be an overwhelming enrollment process. This presentation will take a deep dive into the different programs associated with student loan forgiveness and help borrowers evaluate the best option for repayment.

Brunswick Room

2:40 pm - 2:50 pm Refreshment Break Henrico Ballroom Pre-Function

2:50 pm - 4:00 pm

Calculation Template and Annual School Report Speaker: Ed Lanza and Christina Berta—VDOE The Virginia Department of Education will provide an overview of its calculation template and the Annual School Report data collection.

Henrico Ballroom

Agenda: Tuesday, November 5, 2019

SUPERIOR

BENEFITS.

PERSONAL SERVICE.

Your sole source provider of www.PierceGroupBenefits.com | 888.662.7500

VASBO Management Team Sustaining Sponsors

Thanks to all of the dedicated companies for their sponsorship during 2019-2020. Your support allows us to offer programs and educational sessions to Virginia school divisions!

Diamond American Fidelity Forecast5 Analytics Platinum VACORP Virginia Retirement Specialists Horace Mann Insurance

Mark III Employee Benefits Online School Management Sys. Gold AXA Kev Group, Inc RDA Systems Sodexo Sonny Merryman, Inc. PSST, LLC Pierce Group Benefits Aetna The Nutrition Group No Kid Hungry, Virginia Utility Management Services, Inc Silver Paymerang First Financial Group of America Keystone Information Systems Partner Omnia Partners

If interested in becoming a Sponsor, or obtaining information about sponsoring an activity, or

an advertising opportunity, please email admin@vasbo.org.

2019-20

President Mr. Tim Yetter

Vice President Mrs. Christina Berta

Treasurer Ms. Tina Cropp

Secretary Mrs. Mandy Hall

Director

Mr. Tracy Shaver

Director

Mr. John Broderick

Director

Mrs. Katie Miano

Director Mrs. Vizel Townsend

SASBO Director Mrs. Krista Kelly

Executive Director Mr. Steven Bateson

Winter Conference January 5-7, 2020

Hilton Richmond, Downtown Richmond, VA

Spring Conference

May 4– May 6, 2020 Hotel Roanoke and Conference Center

Roanoke, VA

Upcoming Conference Dates

VASBO P.O. Box 5490, Glen Allen, VA 23058

Website: vasbo.org Email: admin@vasbo.org (804) 512-5443

VASBO Committees

2019-20

Immediate Past President Ms, Brook Thomas Northampton County

Audit Chair Ms. Susan Casale Loudoun County

Cardinal Award Mrs. Deborah White Goochland County

Constitution & Bylaws Mrs. Whitney Barrack Lancster County

Legislative

Data Improvement Mr. Phil Trayer Staunton City

Membership Dr. Donald Jones Cumberland County

Resolutions Mrs. Christie Fleming Dinwiddie County

Scholarship Ms. Shannon Irvin Nelson County

Technology

Mr. Shawn Terry Henrico County

Nominations Ms. Brook Thomas Northampton County

Past President Liaison Mrs. LaShahn Gaines Spotsylvania County

Vendor Representatives Mr. John Edwards Horace Mann

Ms. Whitney West Forecast5 Analytics

Hospitality Mrs. Monique Barnes Prince George County

VASBO Members on The Spirit of Norfolk