President’s Message
“Catching Up”
Inter-Com
Indiana Association of School Business Officials
Vol. XXXXIV No. 5
March 2016
Office of Executive Director
One N. Capitol, Suite 1215
Indianapolis, IN 46204
(317) 639-3586 x106
FAX (317) 639-4360
E-mail: [email protected]
www.indiana-asbo.org
Well it’s been a while since my last column
and there’s something we can all be grateful
for. So I guess it’s only fitting that I start out
with - Happy New Year!! What does the start
of a new year mean to you? I like to wish
people a happy new year so here are a few
wishes for all of you:
• May your hair, your teeth, your
face-lift, your abs and your stocks
Joe Licata,
not fall, and may your blood pressure,
IASBO President
your triglycerides, your cholesterol and
your mortgage interest never rise.
• May you get a clean bill of health from your dentist, your cardiologist, your gastroenterologist, your urologist, your proctologist, your podiatrist, your psychiatrist, your plumber and the
I.R.S.
• May you remember to say, “I love you” at least once a day to
your spouse, your child, your parent, and your siblings, but not
to your secretary, your nurse, your masseuse, your boss or your
trainer.
But seriously, I hope you will have many blessings this year and
remember, a new year is like a blank book and the pen is in your hands.
Write a fantastic story for yourself.
The holidays are over and now we are looking forward to spring.
We’ve been fortunate throughout most of Indiana with a mild winter.
That’s good for all of our budgets.
continued on page 2
Articles of Interest . . .
President’s Message .................................. 1-2
Spring Institute .............................................2
From Denny’s Desk ................................... 4-5
IASBO 2016 Calendar...................................6
IASBO New Members ..................................8
State Board of Accounts Information . 10-13
Certified Program April 26 .................. 14-15
Transportation Issues Seminar ............ 16-17
Extracurricular Accounting Seminar .. 18-19
IASBO Award Recipients ...........................20
IASBO Annual Meeting Agenda .......... 21-26
Business Associates................................ 27-31
IASBO Sponsors ........................................31
• PERFORMANCE SERVICES
Platinum
• AMERICAN FIDELITY ASSURANCE COMPANY
Sponsors
• DEEM Mechanical & Electrical
• Ice Miller
Mission
Statement
The Indiana Association of School Business Officials delivers programs
and services to the membership for the purpose of advancing Indiana
public education and the profession of school business management.
IASBO InterCom March 2016 - 1
President’s Message . . . continued from page 1
Spring is a time for new beginnings. What does it mean to you?
Spring cleaning – that can wait. Spring Break – you’re either on one
now or getting ready. Spring Training – for all the baseball fans. Longer
days or more daylight – time to do something after you get home from
work. Enjoying time with friends, outside, and wearing shorts.
Spring also means the end of the latest session with our beloved
General Assembly. I’ll leave it at that! No I won’t, they say the farmers
in Indiana are quaking in their boots when the General Assembly is in
session. I guess we all know why. Speaking of farming, can you believe
this year’s crop of Presidential candidates? WOW!!
Spring also means it’s time for the IASBO Annual Meeting. This
year’s meeting is in French Lick on May 11, 12 & 13. You’ll want to
make your hotel reservations now. Hotels are already full or filling up
quickly. There will be many outstanding professional development opportunities for you to enjoy. Please see the Annual Meeting Agenda in
this edition of the InterCom. Hope to see you there.
If you’re going away for Spring Break, have a fantastic time and safe
travels.
Joe
IASBO SPRING INSTITUTE –
4 CERTIFICATION COURSES
There is still space available for the IASBO Spring
Institute that will be held on April 4-5 at The Palms in
Plainfield. The following courses will be presented:
April 4
Group Health/Medical Insurance (HR116)
Labor Relations/Contract Administration (HR112)
April 5
Introduction to Human Resources Administration
(HR110)
Leadership (ADM110)
The registration forms and agendas can be found on the
IASBO website. Please review your portfolios to see if
you need any or all of these courses.
2 - IASBO InterCom March 2016
Visit
Indiana ASBO
at
www.indiana-asbo.org
IASBO OFFICERS AND
BOARD OF DIRECTORS 2015-2016
President Joe Licata, MSD of Washington Twp.
President-Elect Weedie Smith, Decatur County
Vice President Ted Zembala, Hobart
Treasurer Kevin Scott, Warsaw
Regional Directors
Terms Ends June, 2017
Stephanie Pittman, Bremen
Scott Bowling, Crawfordsville
Jennifer McCormick, Yorktown Chad Blacklock, Franklin Twp.
Fred McWhorter, New Albany
Floyd County
Term Ends June, 2016
Kelley Kitchen, New Prairie
Monte VanGessel, Steuben County
Stanley Hall, Peru
Carla Gambill, Linton-Stockton
Rick Allen, Southeast Dubois
Past President Janet Gruwell, Concord
Exhibitor Representatives
Tim Thoman,
Performances Services
Mike Galliher,
Boyce Forms/Komputrol
Member Services Administrator
Ella Adamson
Professional Development Coordinator
Cynthia Kattau
Executive Director
Dennis Costerison, RSBO
Office of Executive Director
One North Capitol, Suite 1215
Indianapolis, Indiana 46204
(317) 639-3586 FAX: (317) 639-4360
E-mail: [email protected]
www.indiana-asbo.org
GUARANTEED THEY’RE NOT THINKING ABOUT
INSURANCE COVERAGE RIGHT NOW.
Downey Public Risk has provided insurance and risk management for more than 1,000
municipalities, counties, schools, and governmental organizations. At Downey, we work
with local, independent insurance agents to offer coverage plans that address the specific
needs of those organizations. Contact us at 1-800-383-8837.
www.downeypublicrisk.com
IASBO InterCom March 2016 - 3
from Denny’s Desk
Dennis Costerison, IASBO Executive Director
The 2016 session of the Indiana
General Assembly concluded on
the night of March 10 with time to
spare and no gun to their head. The
session started off in early January
with three main issues: road funding, ISTEP scores, and religious
freedom/civil rights (LGBT) issues.
The ISTEP situation of holding
school corporations, schools and
teachers harmless because of inaccurate test scores moved through
the General Assembly quickly. Two
bills, SB 200 and HB 1003, were
signed by the Governor in January.
The road funding bill (HB 1001)
was decided on the next to last
day of the session with no new tax
increases. The elephant in the room
(LGBT) was heard in the Senate,
but no final vote was taken. This issue will be a focus in the upcoming
Governor’s election.
For Indiana ASBO, we focused
on protected taxes/circuit breaker
waivers, Dark Sales assessment,
referendum ballot language, CPF
for utilities and property insurance
expiration date change, farm land
assessed valuation, voucher expansion, and local government budgeting. When the smoke cleared on
March 10, IASBO was successful
on many fronts. One very positive outcome was the deletion of
the non-binding budget review by
county fiscal bodies. The following is a summary of several bills
that IASBO followed during the
2016 session:
SB 93, Various education matters
• Provides that every public
school building shall be supplied with safe, potable water
as approved by the Commis-
4 - IASBO InterCom March 2016
•
•
•
•
•
•
sioner of the Department of
Environmental Management
Adds 12 months to the time
the financial specialist appointed for the Gary Community School Corporation may
perform the duties authorized
under the statute.
Provides for staggered terms
for the members of the East
Chicago school board.
If a school corporation does
not pay FICA taxes within
30 days of the due date, the
school business official or
financial officer shall report
the failure to pay the taxes to
the school board. The school
board shall report at the next
school board meeting on the
failure to pay taxes.
Adds an additional measure
by which the depth perception
of a school bus driver may be
determined.
Asks for a study committee
related to the establishment
of special education choice
scholarship (vouchers) accounts.
Provides that the DOE may
revoke a certificate of completion of a school bus driver
safety education due to a
misdemeanor or infraction
that endangers the safety of a
student.
SB 96, Curricular materials
• A school corporation may
issue notes to buy curricular
materials (including devices)
maturing in four years (current
law is three years).
SB 147, School emergency
response systems
• The Department of Homeland Security shall establish
and maintain guidelines for
emergency response systems
(systems designed to improve
technology and infrastructure
on school property).
SB 279, Referendum tax levy
ballot language
• 500 owners of property (rather
than 100) or 5% of the registered voters residing within
a school corporation (current law) may sign a petition
requesting a building project
referendum.
• The question for the extension of a referendum operating levy can now include that
the original referendum was
previously approved by the
voters. The tax rate may not
exceed the current referendum
tax rate to use this new provision. Therefore, the voters will
know they are not voting for
an additional levy.
SB 308, Property tax matters
• Revises the agricultural land
assessment rate. Without
this revision, the farm land
assessed valuation will not
increase substantially in 2017
or 2018. The AV will decline
in 2019. This issue will be
reviewed in the next two sessions of the General Assembly.
SB 321, Local government
budgeting
• After the 2018 budget year,
the DLGF shall certify a
continued on page 5
from Denny’s Desk
continued
school corporation’s budget,
tax rate and tax levy not later
than December 31.
• After 2017, the county auditor shall provide before June 1
an initial estimate of assessed
valuation to school corporations.
• After 2017, the DLGF shall
before July 15 shall provide
an estimate of the maximum
property tax levies and the impact of circuit breaker credits
on the tax levies.
• Repeals the statutes concerning county fiscal body
nonbinding review of local
budgets, tax levies and tax
rates. The county fiscal body
is required to hold a public
meeting regarding the estimated levy limits provided by
the DLGF and the estimated
circuit breaker impact on taxing units. After the meeting,
the county fiscal body may
prepare and distribute a written recommendation for the
taxing units in the county.
HB 1001, Road Funding
• The road funding bill was
amended at the end of the session to include a $10 million
state appropriation for teacher
scholarships (HB 1002).
• HB 1161, pension 13th check,
appropriation was added to
HB 1001. This is a $29 million appropriation.
HB 1005, Various education
matters
• SB 334 language was added
to HB 1005. This includes the
voucher eligibility expansion
for second semester students.
Also, new procedures for
background checks regarding
sexual misconduct. Further, a
second count date for special
education students will begin
in 2017 for informational purposes only.
• Adds the following new
language to IC 20-28-9-1.5, a
school corporation may provide a supplemental payment
to a teacher in excess of the
salary specified in the school
corporation’s compensation
plan if the teacher “teaches an
advanced placement course
or” has earned a master’s
degree from an accredited
postsecondary educational
institution…
HB 1109, School funding and
performance grants
• Extends the waiver for protected taxes to 2018.
• The waiver qualification
continues to by a loss of 10%
in total circuit breaker credits.
Currently, 90 corporations
qualify at 10%.
• Creates new requirements to
receive the waiver. If a corporation in 2017 or 2018 issues
new bonds or enters into a
new lease rental agreement
imposing a debt service levy
(excluding refinancing or a
successful referendum) AND
the total debt service levy in
2017 or 2018 is greater than
the 2016 debt service levy,
then the corporation is not
eligible for the waiver. This
does not include increases in
Common School Loans, tax
anticipation warrants interest
and loans from banks.
• The date to use CPF monies
for utilities and property insurance was extended to January
1, 2018.
• Before April 1 of each year,
each school corporation shall
provide the DOE with an estimate of the next year’s ADM.
• The performance grant calculation is revised for 2017.
HB 1290, Assessment of real
property
• Deletes the statute passed last
year regarding the big box
retail buildings.
• The DLGF shall provide for
the classification of improvements on the basis of market
segmentation. This process
does not utilize empty buildings in the assessment process
and eliminates the Dark Stores
or Big Box Store issue. Market segmentation uses similar
sub groups to determine the
assessment amount (large
retail stores with groceries
would be compared with like
stores).
HB 1372, Public personnel bonds
• Original bill stated that
anyone who handles $100 or
more would need to be bonded. IASBO asked that amount
be increased to $5.000 which
was approved.
IASBO’s legislative resolutions
were met with HB 1109 (protected
taxes), HB 1290 (Dark Sales assessment alleviated), HB 1109 (CPF
date extension), SB 321 (budgeting
advertising), SB 321 (non-binding
county council budget review),
and SB 279 (operating referendum
question).
Now, we will begin to prepare for
the 2017 long session of the General
Assembly when a new state budget
will be created. The fun never ends.
“Discovering the truth about
ourselves is a lifetime’s work,
but it’s worth the effort.”
Fred Rogers (Mister Rogers)
IASBO InterCom March 2016 - 5
2016 Indiana ASBO
Professional Development Calendar
2016 - - - April 4-5
Spring Institute –
Certification Courses
The Palms, Plainfield
• Intro. Human Resources Administration
• Leadership Development
• Group Health/Medical Insurance
• Labor Relations/Contract Admin.
April 7-8
Treasurer’s Workshop Day #3-4
MSD Warren Township Administration, Indianapolis
April 9-11
NSBA Annual Meeting
Boston, Massachusetts
Marriott North, Indianapolis
April 12-13
IASBO Leadership Academy
April 21-22
Budget Worship Day #3-4
MSD Warren Township Administration, Indianapolis
April 26
Certification Courses
The Palms, Plainfield
• Governance & Operational Relationships
• Maintenance Operations
April 28
May 30
Memorial Day
June 2-3
IASBO Board of Director’s Meeting
TBD
June 7-8
The Palms, Plainfield
• School Law & Administrative Rules Basic
• Public Relations & Internal Communications
• Principals of Education
• Managing People
Indiana Marriott East
The Palms, Plainfield
June10
ISBA School Law Seminar
June 15
Joint School Finance Seminar
EXPERTISE
Real retirement solutions begin here
saving : investing : planning
VALIC is an industry front-runner with more than
50 years of experience.
PD Seminars
The Palms, Plainfield
• Extracurricular Accounting
• Transportation Issues
> First 403(b) plan in public K-12 market
> Retirement Manager leads the industry
in 403(b) regulation compliance
May 11-13
IASBO Annual Meeting
French Lick Resorts
Certification Courses
• Transportation Administration
• Collective Bargaining Strategy & Law
• Accrual Accounting
• School Law & Administrative Rules Advan.
6 - IASBO InterCom March 2016
Summer Institute –
Certification Courses
> Highly customized retirement
planning solutions
Committed
to educators
CLICK
VALIC.com
CALL
1-800-972-6978
Securities and investment advisory
services are offered by VALIC Financial
Advisors, Inc., member FINRA and an
SEC-registered investment advisor.
VALIC represents The Variable Annuity Life Insurance
Company and its subsidiaries, VALIC Financial Advisors, Inc.
and VALIC Retirement Services Company.
Copyright © The Variable Annuity Life Insurance Company.
All rights reserved. VC 24503 (02/2013) J89586 ER
Thank you, Indiana public school
corporations, for helping us become
the #1 Public Financing Bond Counsel
in Indiana for 2013, as ranked by The
Bond Buyer. It takes great clients to
do great work.
Uncommon Value
In Indiana:
Elkhart
Fort Wayne
Indianapolis
South Bend
ATLANTA CHICAGO DELAWARE INDIANA LOS ANGELES MICHIGAN MINNEAPOLIS OHIO WASHINGTON, D.C.
IASBO InterCom March 2016 - 7
IASBO New Members
Region 1
Sharon Johnson-Shirley
Superintendent
Lake Ridge
Michelle McCollough
Director of Finance
Charter School of the Dunes
Joi Patterson
President
Charter School of the Dunes
Rocio Copado Payne
Business Manager
Indiana University Northwest
Region 2
Courtney Boots
Administrative Assistant
Concord
Robert Boyd
Interim Superintendent
North Judson-San Pierre
Sherry Faulkner
Director of Foods
Goshen
Tonis Immel
Adm. Asst. Finance & HR
Goshen
Sarah nagy
Treasurer
Concord
Stacie Light
Assistant Director of Food Service
Warsaw
Region 5
Dave Driggs
Superintendent
Tri-Central
8 - IASBO InterCom March 2016
Gayla Martin
Assistant Treasurer
Delphi
Grant Nesbit
Assistant Director of Operations
MSD Lawrence Township
Denise Rossi
Executive Assistant to Supt.
Delphi
Ann Shirley
Purchasing
Mt. Vernon
Deborah Speckman
Treasurer
Delphi
Jennie Thompson
HR Assistant
Central Indiana Educational Svc.
Center
Ross Stricbeck
Director of Operations
Delphi
Region 6
Reece Mann
Superintendent
Delaware Community
Region 7
Misty Hodge
Personnel/Benefit Specialist HR
Monroe-Gregg
Jeffrey Hubble
Assistant Superintendent
Greencastle
Jenny McGuire
Payroll/Human Resources
Richland-Bean Blossom
Region 8
Lori Estes
Administrative Assistant
Mill Creek
Carrie Gunson
Benefits Specialist
MSD Decatur Township
Stacey Monnett
Assistant Superintendent
Mill Creek
Terri Turner
Accts. Payable/Purchasing Specialist
Franklin Township
Region 9
Sandy Edwards
Assistant Treasurer
South Gibson
Tamra Schroeder
Payroll/Deputy Treasurer
East Gibson
Region 10
Albert Eckert
Principal
West Clark
Jennifer Cato
Executive Assistant
Greater Clark
James Tyler
Procurement Specialist
Wilson Education Center
Carla Wunsch
Accounting Assistant
Greater Clark
IASBO Platinum Sponsor . . .
IASBO InterCom March 2016 - 9
State Board of Accounts Information
continued on page 11
Plan Ahead:
IASBO 70th
Annual Meeting
& Exhibits
May 11-13,
2016
French Lick
10 - IASBO InterCom March 2016
State Board of Accounts Information
continued on page 12
IASBO InterCom March 2016 - 11
State Board of Accounts Information
continued on page 13
12 - IASBO InterCom March 2016
State Board of Accounts Information
IASBO Gold Sponsor . . .
                                                             
With a tradition of service in Indiana since 1899, Boyce and Komputrol continue
to provide products to enhance productivity, save time, save money and reduce
paper waste. K-Time, our Time and Attendance Software promotes accuracy and
efficiency by eliminating duplicate data input. Doculivery For Payroll, our online
Pay Stub and W2 service enhances your Green Initiative by reducing unnecessary
printing! For more information contact [email protected].
for Payroll
e
Onlin
tu
Pay S
ple
b Sam
Heartland Business Center at I-69 and SR-67 (exit 34)
9401 Innovation Drive, Suite 400, P O Box 669, Daleville, Indiana 47334-0669
Phone: 317-664-7400, 800-382-5505; Fax: 317-664-7402, www.boycesystems.com
Biometric Time Clock
continued on page 13
IASBO InterCom March 2016 - 13
IASBO Certification Program
Governance & Operational Relationships (F130)
Maintenance Operations (BG120)
April 26, 2016
The Palms Conference Center, 2353 E. Perry Rd., Plainfield
AGENDA
8:30 a.m.
Registration
9:00 a.m.
Governance & Operational Relationships (F130)
Presenter: Dr. J.T. Coopman, Executive Director, Indiana Association of
Public School Superintendents
An in-depth look at school governance and the interactions between
various school corporation departments will be the focus of the course.
Governance topics will include: the legal powers of the state vs. the local
school board; board policy vs. administrative procedures, and legal and
interpersonal relationships between school board members, the
superintendent, the staff, and the public. The course will also explore
the formal and informal interactions that exist between the administrative
and operational offices within a school corporation (school principal,
business office, personnel office, transportation, school nutrition
program, buildings and grounds, and the technology department).
12:00 p.m.
1:00 p.m.
Lunch
Maintenance Operations (BG120)
Presenter: Robyn Maynard, Supervisor of Maintenance, Brownsburg
Community SC
The course will provide an overview of maintenance operations,
including an emphasis on preventative maintenance, scheduling and
staffing, work order tracking systems, and service contracts. Safety
practices and procedures for maintenance personnel will be
emphasized.
4:00 p.m.
14 - IASBO InterCom March 2016
Adjournment (Forms, Evaluations)
IASBO Certification Courses
April 26, 2016
The Palms, 2353 E. Perry Road, Plainfield IN
Governance & Operational Relationships (F130) – 9:00 am - Noon
Maintenance Operations (BG120) – 1:00 pm – 4:00 pm
Corporation: _________________________________________________________________
Dietary Restrictions ________________________________________________________________
Name:
Please indicate which class(es) you plan to attend by checking the appropriate box(es)
F130
Email Address:
$80.00
BG120
$80.00
Position Title:
Name:
Email Address:
Position Title:
Name:
Email Address:
Position Title:
Name:
Email Address:
Position Title:
Name:
Email Address:
Position Title:
 Enclosed is a check
 Please bill the corporation PO# ___________________________
Please return this form via email, mail or fax to IASBO at:
[email protected]
One N. Capitol Ave., Suite 1215
Indianapolis, IN 46204-2095
317-639-4360 (fax)
To receive a refund, cancellation must be received in writing by April 18, 2016.
IASBO InterCom March 2016 - 15
Transportation Issues Seminar
April 28, 2016
The Palms Conference Center, 2353 Perry Rd., Plainfield
8:30 a.m.
Registration
AGENDA
AGENDA
Indiana ASBO will sponsor a Transportation Issues Seminar on April 28 at The Palms in Plainfield.
9:00The
a.m.
seminar has beenWelcome
designed for school business officials and transportation directors.
The agenda for April 28 is as follows:
9:05 a.m.
8:30 am
9:00 am
9:30
a.m.
Current Events Update
Registration
Presenter: Reginald White, IN Dept. of Education Training Specialist
Current Events Update
Lease
Financing:
to Consider
& How
Reginald
White, Indiana
DepartmentWhat
of Education
Training Specialist
for Your District
to Determine if it is Right
9:30 am
LeasePresenter:
Financing: Dennis
What to Tackitt,
ConsiderCFO,
& How
to Determine
if it is &
Right
for YourAeschliman,
District
MSD
Wayne Twp.,
Katherine
VP,
Dennis Tackitt, Chief Financial Officer, MSD of Wayne Township and
Institutional
Markets,Institutional
BMO Harris
Katie Aeschliman,
Vice President,
Markets, BMO Harris Bank
10:3010:30
a.m.am
10:45 am
BreakBreak
Medicaid Reimbursement & Transportation
10:45
a.m.
Medicaid
Tracy Brunner,
IndianaReimbursement
Department of Education & Transportation
Presenter: Tracy Brunner, Medicaid Specialist, IN Dept. of Education
Funding/Budgeting Issues: Transportation & Bus Replacement
11:15 am
David Holt,
Chief Financial Officer,Issues:
MSD of Warren
Township
11:15
a.m.
Funding/Budget
Transportation
& Bus Replacement
Presenter: David Holt, CFO, MSD Warren Township
Hedging of Fuel
John Righeimer, Maverick Energy and Ron Mangus, Executive Director, Indiana Bond Bank
Noon LunchPresenter: John Righeimer, President, Maverick Energy, & Ron Mangus, Deputy
Director, Indiana Bond Bank
Use of Propane in Buses – Mechanical Pros & Cons
Hedging of Fuel
1:00 pm
Steve Smith, Director of Transportation and Ron Thomas, Garage Foreman, MSD of Warren Township
12:00 p.m.
Lunch
1:30 pm
Available Grants
Carl Lisek,
South
Clean Cities
1:00
p.m.
Use
of Shore
Propane
in Buses-Mechanical Pros & Cons
Presenters: Steve Smith, Director of Transportation & Ron Thomas, Garage
2:00 pm
Panel Discussion Regarding Bus Driver Shortage
. Media to Attract Potential Drivers;
MSD Warren
(New Foreman,
Driver Recruitment;
Using Twp
Social
Increasing Driver Retention; Reducing Number of Required Drivers with Special Purpose Buses)
Terry Butler,
Director ofGrants
Transportation, School City of Hammond;
1:30
p.m.
Available
pm
2:003:30
p.m.
Renee Dawson, Director of Transportation and School Safety, DeKalb Central Schools; and
Presenter: Carl Lisek, Executive Director, South Shore Clean Cities
Kody Tinnel, Fort Wayne Community Schools
Adjournment
Panel Discussion Regarding Bus Driver Shortage
New
16 - IASBO InterCom March 2016
Driver Recruitment
Using Social Media to Attract Potential Drivers
IASBO Registration Form
TRANSPORTATION ISSUES SEMINAR
April 28, 2016
The Palms, 2353 E. Perry Road, Plainfield IN
Corporation: _______________________________________________________________________
To receive the ‘Early Bird’ discount, registrations must be received in the IASBO office by 4:00 pm
on April 18, 2016
Registration Fees: Members - $125.00 through April 18, 2016 & $150.00 thereafter.
Non-Members - $165.00 through April 18, 2016 & $190.00 thereafter.
Dietary Restriction __________________________________________________________
 Enclosed is a check
Name:
 Please bill the corporation PO# ___________________________
Email Address
Member
Non
Member
Email Address
Member
Non
Member
Email Address
Member
Non
Member
Email Address
Member
Non
Member
Email Address
Member
Non
Member
PositionTitle:
Name:
PositionTitle:
Name:
PositionTitle:
Name:
PositionTitle:
Name:
PositionTitle:
Please return this form via email, mail or fax to IASBO at:
[email protected]
One N. Capitol Ave., Suite 1215
Indianapolis, IN 46204-2095
317-639-4360 (fax)
To receive a refund, cancellation must be received in writing by April 18, 2016
IASBO InterCom March 2016 - 17
IASBO EXTRACURRICULAR ACCOUNTING SEMINAR
April 28, 2016
The Palms Conference Center
The Palms, 2353 East Perry Road, Plainfield, 46168
Indiana
the second ECA seminar on April 28 at The Palms in Plainfield.
8:30 ASBO
a.m. will holdRegistration
The agenda for the ECA seminar is as follows:
9:00 a.m.
Welcome
8:30
a.m.
9:05
a.m. Registration
Cash & Receipts
Treasurer Responsibilities, General Requirements, Cash, Receipts,
9:00 a.m.
Cash & Receipts
Fund Raisers, Vending Machines, Investments
Treasurer, Southern
Wells CS
Vicki Andrews,
TreasurerPresenter:
Responsibilities;
General Requirements,
Cash, Receipts,
Fund Raisers,
Vending Machines, Investments
Expenditures & Purchasing
Vicki Andrews,
Corporation Expenditures,
Treasurer, SouthernTextbook
Wells Community
Schools
Purchasing,
Rental,
Athletics, Bank
Reconcilements, Month & Year End Balancing
Expenditures
& Purchasing
Presenter:
Steve Nauman, Business Manager, Seymour CS
Purchasing, Expenditures, Textbook Rental, Athletics, Bank Reconcilements,
10:30 a.m.
Break
Month & Year End Balancing
10:45 a.m. Steve Nauman,
Expenditures
& Purchasing
, cont’d.Schools
Business Manager,
Seymour Community
11:00
a.m. Break
10:30
a.m.
10:45 a.m.
Audit
Top 10 Audit Results and Comments, Sales Tax, Gift Cards,
Donations, Field Trips, School Lunch, Record Retention,
Finish with Expenditures & Purchasing
Presenter: Karen Zackfia, Director of Business & Financial Svs., North
Newton SC
11:00 a.m.
Audit
12:00 p.m.
Lunch
Audit,
Top
10 Audit Results and Comments, Sales Tax, Gift Cards, Donations, Field Trips, RecordGroup
Retention
1:00 p.m. School Lunch,
Break-Out
Discussions
Karen Zackfia,
Director of Business
Financialdown
Services,
NewtonofSchool
Corporation High
Discussions
will be &broken
byNorth
interests
Elementary/Jr.
and High School ECA Treasurers
Noon Lunch
3:00 p.m.
Adjournment (Forms & Evaluations)
1:00 p.m.
Break-Out Group Discussions
Discussions will be broken down by interests of
Elementary and Jr. High / High School
ECA Treasurers
3:00 p.m.
Adjournment
18 - IASBO InterCom March 2016
IASBO Registration Form
EXTRACURRICULAR ACCOUNTING SEMINAR
April 28, 2016
The Palms, 2353 E. Perry Road, Plainfield IN
Corporation: _______________________________________________________________________
Please indicate for each attendee which afternoon breakout session they will attend:
Elementary or Middle School/High School
Registration Fee is $60.00 per person and includes lunch.
Dietary Restriction ___________________________________________________________
 Enclosed is a check
Name:
 Please bill the corporation PO# _________________________
Email Address
Elem
MS/HS
Email Address
Elem
MS/HS
Email Address
Elem
MS/HS
Email Address
Elem
MS/HS
Email Address
Elem
MS/HS
Title:
Name:
Title:
Name:
Title:
Name:
Title:
Name:
Title:
Please return this form via email, mail or fax to IASBO at:
[email protected]
One N. Capitol Ave., Suite 1215
Indianapolis, IN 46204-2095
317-639-4360 (fax)
To receive a refund, cancellation must be received in writing by April 18, 2016.
IASBO InterCom March 2016 - 19
IASBO Award
Recipients
Indiana ASBO is pleased to announce that the IASBO Awards Committee has selected the
following IASBO members to be the overall recipients of the Treasurer, School Business Official, and School Support Professional of the Year awards.
Treasurer of the Year – Monte VanGessel, MSD of Steuben County
School Business Official of the Year – Karen Zackfia, North Newton School Corporation
School Support Professional of the Year – Susan DeLong, Tippecanoe School Corporation
IASBO congratulates these three outstanding school business professionals. They will be
honored during the Awards Banquet at the French Lick Annual Meeting on May 12.
____________________
ANNUAL MEETING SCHOLARSHIP PROGRAM
The Indiana ASBO Foundation Board of Directors have created a scholarship program for
the IASBO Annual Meeting. A total of 15 scholarships worth $500 each will be awarded.
To apply for the scholarship, an individual must be an IASBO member and never attended
an IASBO Annual Meeting. Further, the applicant had to write a brief description why they
should be awarded the scholarship. Over 15 applications were received, so the Annual Meeting Scholarship Committee determined that the following individuals will be the recipients
for 2016:
Chuck Bear, Lafayette School Corporation
Brenda Beehler, Union-North United School Corporation
Lori Carey, Hanover Community Schools
Julie Christensen, Garrett-Keyser-Butler Consolidated School District
Jodi Cole, East Washington School Corporation
Blaine Conley, Tippecanoe Valley School Corporation
Robert Doctor, School City of East Chicago
Cristal Howe, Fayette County School Corporation
Adam Kinder, Eastern Hancock County Schools
Grant Nesbit, MSD of Lawrence Township
Mandi Pennington, Rossville Consolidated Schools
Jade Peters, Brownstown Central Community School Corporation
Ronda Ross, Michigan City Area Schools
Holly Rupprecht, Clarksville Community School Corporation
Kathy Wiggins, Decatur County Community Schools
These 15 IASBO members are the first to receive the Annual Meeting scholarships and
each one will be attending their first IASBO Annual Meeting.
20 - IASBO InterCom March 2016
2016 IASBO 70th
Annual Meeting
2016 IASBO
Professional
Annual Meeting
Development
AGENDA
Wednesday, May 11
8:00 a.m. – 5:00 p.m.
Registration
8:00 a.m. – 8:30 a.m.
Pre-Conference Workshop & Certification Course
Refreshment Break
Hoosier Hallway
Hoosier Business Center
8:30 a.m.
Pre-Conference Workshops
 Internal Control Standards: School Corporations Over 2,000 ADM
Indiana statute states that the State Board of Accounts shall define the acceptable minimum level of
internal control standards for school corporations. The standards shall include the following: (1) Control
Environment; (2) Risk Assessment; (3) Control Activities; (4) Information and Communication;
(5) Monitoring. After June 30, 2016, the school board of each school corporation must define minimum
internal control standards as defined by the State Board of Accounts. This session will present the various
aspects of the internal control standards and their implementation. Since this issue impacts school
corporations differently based on the size of the office staff, this particular workshop will speak to
corporations with over 2,000 students.
 Retaining/Recruiting Certified & Non-Certified Employees: Competitive &
Sustainable Solutions
One of the most serious issues facing our public schools is the recruitment and retention of excellent
teachers and classified staff. There is no single “magic bullet” that will solve the problem, but the
workshop will review various approaches to deal with this issue. This session will focus on the successes of
several school corporations in finding competitive and sustainable solutions. Techniques used for
recruiting and retaining teachers, school bus drivers, food service employees, custodians, etc. will
presented at this session. The use of technology and social media will be presented and demonstrated
during the workshop.
 Employee Handbooks: A Complete Review
This session will focus on: (1) handbook policies that are legally essential for school corporations; (2) how
to structure your reduction in force policy applicable to your teachers in light of the Madison Consolidated
decision; and (3) pitfalls and mistakes to avoid when developing and implementing handbooks.
Certification Courses
 Accrual Accounting (A114)
The course will compare and contrast cash and accrual accounting and explore strengths and weaknesses
in each method. Students will learn to read, understand, and explain the difference between Income
Statements and Balance Statements prepared under the accrual-basis vs. the same types of reports
prepared under the cash-basis accounting. Students will discover why the terms Owner’s Equity, Retained
Earnings, Profit, Prepaid Expenses, Accounts Receivable, Accounts Payable, Capital, Net Fixed Assets and
the relationship between Assets, Liabilities and Owner’s Equity are important to the businesses who use
continued on page 22
IASBO InterCom March 2016 - 21
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
accrual accounting. Students will learn how revenue and expenditures are recorded in accrual-based
accounting vs. cash-basis accounting and the importance of recognizing the value of fixed assets and real
property. This course will help participants to be able to communicate with various organizations such as
the community, the school board, and Chamber of Commerce.
 Collective Bargaining Strategy & Law (HR114)
The course will review Indiana law associated with collective bargaining, the role of IEERB and its rules and
procedures, collaborative bargaining, mediation, fact-finding, strike plans, bargaining strategy, grievance
procedures, and current issues. In addition, the goal of the course will be to review Indiana law and court
cases regarding bargaining and/or meet-and-confer agreements related to classified staff. Participants will
learn which employees are covered by rights under the law, and the appropriate employment and
dismissal procedures. The course will demonstrate how to appropriately structure employee handbooks,
job descriptions and letters of employment. Fair Labor Standards and unemployment rules and
regulations will be studied.
11:30 a.m.
Lunch for Pre-Conference Workshops & Certification Course
Participants
Hoosier 208B
1:30 p.m.
Pre-Conference Workshops
 Internal Control Standards: School Corporations Under 2,000 ADM
Indiana statute states that the State Board of Accounts shall define the acceptable minimum level of
internal control standards for school corporations. The standards shall include the following: (1) Control
Environment; (2) Risk Assessment; (3) Control Activities; (4) Information and Communication;
(5) Monitoring. After June 30, 2016, the school board of each school corporation must define minimum
internal control standards as defined by the State Board of Accounts. This session will present the various
aspects of the internal control standards and their implementation. Since this issue impacts school
corporations differently based on the size of the office staff, this particular workshop will speak to
corporations with less than 2,000 students.
 Retaining/Recruiting Certified & Non-Certified Employees: Competitive &
Sustainable Solutions
One of the most serious issues facing our public schools is the recruitment and retention of excellent
teachers and classified staff. There is no single “magic bullet” that will solve the problem, but the
workshop will review various approaches to deal with this issue. This session will focus on the successes of
several school corporations in finding competitive and sustainable solutions. Techniques used for
recruiting and retaining teachers, school bus drivers, food service employees, custodians, etc. will
presented at this session. The use of technology and social media will be presented and demonstrated
during the workshop.
 Database Security: Cybersecurity Threats
Database and network infrastructure breaches continue to threaten all organizations, while at the same
time school information technology systems are increasing in number and scope. This session will arm
school officials with the best and latest information available on how to protect your student and staff
data, control access to your school's network and systems, and maintain compliance with the myriad laws
continued on page 23
and regulations governing school data security.
22 - IASBO InterCom March 2016
2
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Certification Courses

School Law & Administrative Rules – Advanced (ADM112)

School Transportation Administration (ADM117)
The course is designed to provide an in-depth look at tort liability, students with disabilities, and
employment issues, including terms and conditions of employment, benefits, discrimination, hiring
procedures, termination, employee rights, special education, and interlocal agreements.
Issues such as driver contracts, CDL requirements, staff development, drug testing, bus types/sizes,
purchasing laws, safety programs, single vs. double routing, shuttling, routing and routing software, fuel
storage and inventory control, and bus maintenance will be covered in the course.
5:30 p.m. – 7:00 p.m.
Opening Mixer
Upper Garden
Thursday, May 12
6:30 a.m. – 8:00 a.m.
Breakfast
7:00 a.m. – 8:15 a.m.
Registration
8:15 a.m. – 9:30 a.m.
Opening Session
Colonnade Restaurant
Hoosier Business Center
Hoosier 208A
10:00 a.m. – 11:10 a.m.
Treasurer / Deputy Treasurer Round Tables
Choose 2 of the following 30-minute sessions
 Audit Information Update
 Common School Fund Loans
 Internal Controls
 Indiana Public Retirement System (INPRS)
 IDOE-Special Education Part B MOE Update
continued on page 24
IASBO InterCom March 2016 - 23
3
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Noon – 1 p.m.
Lunch
Hoosier Ballroom 208
3:15 p.m. – 4:15 p.m.
Clinic Sessions
 Legal Update from the Indiana School Boards Association
 Family Medical Leave Act (FMLA) for Beginners
 New Construction Delivery & Procurement Options
 How to Dispose of Obsolete Equipment, Textbooks, etc.
 Update from the State Board of Accounts (SBOA)
 Update on E-Rate Legislation
 Food Service Financial Issues
4:30 p.m. – 5:30p.m.
Clinic Sessions
 Legal Update from the Indiana School Boards Association
 Family Medical Leave Act (FMLA) - Advanced
 How to Dispose of Obsolete Equipment, Textbooks, etc.
 Update from the State Board of Accounts (SBOA)
 Playground Inspection, Maintenance, & Documentation
 Controls for Record Retention
 Insurance Risk Pooling
6:30 p.m. – 8:30 p.m.
8:45 p.m.
Awards Banquet
Live Band Dance Party
Sponsored by American Fidelity Assurance Company
Hoosier 208B&C
Windsor Ballroom A
continued on page 25
24 - IASBO InterCom March 2016
4
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
Friday, May 13
6:30 a.m. – 8:00 a.m.
Breakfast
7:00 a.m. – 8:00 a.m.
Research Committee Meetings
8:00 a.m. – Noon
Registration
Colonnade Restaurant
Colonnade Restaurant
Hoosier Business Center
8:15 a.m. – 9:15 a.m.
Clinic Sessions
 Department of Local Government Finance (DLGF) Update
 Energy Modeling
 Affordable Care Act: An Update on What is Next
 Inventory Management: How to Track, Manage, and Monitor More Than Fixed
Assets
 Ensuring Protections in a Diverse Workforce – LGBT & Beyond
 Office of School Finance: Review of Recent Issues
 Planning & Management of Debt
9:30 a.m. – 10:30 a.m.
Clinic Sessions
 Department of Local Government Finance (DLGF) Update
 School Safety: Be Proactive to Drugs/ Students/ K9s
 Affordable Care Act: An Update on What is Next
 Solar Energy & the Clear Air Act Updates
 Office of School Finance: Review of Recent Issues
 Going Cashless
 Overtime Issues: What’s New?
continued on page 26
IASBO InterCom March 2016 - 25
5
2016 IASBO 70th Annual Meeting
Professional Development
AGENDA
10:30 a.m. – 11:00 a.m.
Break/Hotel Check-Out Time
Hoosier Hallway
11:00 a.m. – Noon
Think Tank Sessions
 Chief Financial Officers/Superintendents – Small Corporations 2,000 and less ADM
 Chief Financial Officers/Superintendents – Medium Corporations 2,001- 8,000 ADM
 Chief Financial Officers/Superintendents – Large Corporations 2,001- 8,001+ ADM
 Treasurers / Business Office Specialists
 Human Resources
 School Operations: Facility / Technology / Transportation
12:15 p.m. – 1:30 p.m.
26 - IASBO InterCom March 2016
Closing Lunch
Hoosier 208C
6
IASBO Business Associate Members
Acorn, powered by Rycor
Helene McMurphy
4960 S. Gilbert Rd., Ste. 1-267
Chandler, AZ 85249
(800) 310-3660 ext 225
[email protected]
http://www.rycorsoftware.com
School Fee management software AND
modern Online Payment Portal for Parents
Administrator Assistance
Steven R. Wittenauer
116 W 7th Street
Brookston, IN 47923
(765) 418-5727
[email protected]
http://www.administratorassistance.com
We help school corporations solve problems.
AdTec, Inc.
Charlie Hobbs
PO Box 97
Centerville, IN 47330
(765) 855-1612
[email protected]
http://www.admtec.com
Consulting services for E-rate and Capital
Assets inventory.
Alliance Environmental Group, Inc.
Michelle Wilmouth
5340 Commerce Circle, Suite E
Indianapolis, IN 46237
(317) 865-3400
[email protected]
http://www.aegindy.com
Excellent professional management staff
providing environmental solutions with
outstanding customer service!
American Fidelity
Kim Pugliese
8435 Georgetown Rd Ste 1100
Indianapolis IN 46268
(317) 871-2480 x104
[email protected]
http://www.afadvantage.com
Section 125 administration, dependent audit verification, 403(b), group & voluntary
products.
Armstrong Flooring Products
Neil Mack
6425 Furnas Road
Indianapolis, IN 46221
(317) 800-0680
[email protected]
http://www.armstrong.com/commflooringna/
Commercial flooring manufacturer servicing Healthcare, Education, and Retail
market segments.
Asset Control Solutions, Inc.
Kim Falco
2040 E. Algonquin Rd.
Schaumburg, IL 60173
(847) 838-2600
[email protected]
http://www.assetcontrolsolutions.com
Fixed Asset Inventory and Valuation services for GASB 34 and Insurance
AXA Equitable
Robert W. Turner
9465 Counselors Row, Ste 120
Indianapolis, IN 46240
(317) 558-3602
[email protected]
http://www.axa-equitable.com
Educating educators on financial matters:
403(b), ROTH, investments, pension,
retirement, life insurance, organizing
personal finances.
Bank of New York Mellon Trust Co., N.A., The
Bob Kocher
300 N. Meridian St., Ste. 910
Indianapolis, IN 46204
(317) 637-7777
[email protected]
http://www.bnycorptrust.com
A leading provider of bond trustee, paying
agent and investment services for school
corporations.
Barnes & Thornburg, LLP
Jeff Qualkinbush
11 S Meridian Street
Indianapolis, IN 46204
(317) 231-7753
[email protected]
http://www.btlaw.com
Providing legal and bond services to
school corporations throughout Indiana.
Barton-Coe-Vilamaa Architects & Engineers, Inc.
Brian Bohlender
225 Airport North Office Park
Fort Wayne, IN 46825
(260) 489-9079
[email protected]
http://www.BartonCoeVilamaa.com
Since 1969, Barton-Coe-Vilamaa has provided practical and cost-effective design
solutions to Indiana school corporations.
Beck Studios, Inc.
Cathie Havercamp
1001 Tech Drive
Milford, OH 45150
(513) 831-6650
[email protected]
http://www.beckstudios.net
Theatre & Stage Equipment
Blakley Corporation, The
Tom Cartmell
8060 E. 88th St.
Indianapolis, IN 46256
(317) 576-8368
[email protected]
http://www.blakleys.com
Commercial flooring, terrazzo restoration,
carpet, VCT, polished concrete, budget
numbers and design consulting.
BMO Harris Bank
Katie Aeschliman
135 N Pennsylvania St., 9th Floor
Indianapolis, IN 46204
(317) 269-1376
[email protected]
http://www.HarrisBank.com
BMO Harris Bank provides banking &
financial solutions to government, education
& non-for-profit organizations.
Bookkeeping Plus, Inc.
Beth A. Reynolds
232 E. McClarnon Drive
Greenfield, IN 46140
(317) 462-2049
[email protected]
http://www.BookPlusInc.com
Accounting
Bose McKinney & Evans LLP
James Hamilton
111 Monument Circle, Suite 2700
Indianapolis, IN 46204
(317) 684-5000
[email protected]
http://www.boselaw.com
Education Legal Services
Boyce Forms-Systems/Komputrol
Mike Galliher
9401 Innovation Drive
PO Box 669
Daleville, IN 47334-0669
(317) 664-7400
[email protected]
http://www.boycesystems.com
CSO Architects
Rosemary Rehak
8831 Keystone Crossing
Indianapolis, IN 46240
(317) 848-7800
[email protected]
http://www.csoinc.net
Design for state-of-the art 21st century
educational facilities renovation or new
construction.
Deem, LLC
Tom Zupancic
6831 East 32nd Street, Suite 200
Indianapolis, IN 46226
(866) 288-2990
[email protected]
http://www.deemfirst.com
Mechanical/Electrical Contracting and
Service
“Komputrol” financial siftware, “K-Time”
time keeping application, on line paystub
and business forms printing.
Dunn and Associates Benefit
Administrators
Cathy Dunn
4550 Middle Rd., Suite A
Columbus, IN 47203
(812) 378-9960
[email protected]
http://www.dunnbenefit.com
Church Church Hittle & Antrim
Andrew Manna
Two North Ninth Street
PO Box 10
Noblesville, IN 46061
(317) 773-2190
[email protected]
http://www.cchalaw.com
Education Networks of America
Merle Gruesser
618 Grassmere Park Drive
Nashville, TN 37211
(317) 612-2850
[email protected]
http://www.ena.com
Legal Services
City Securities Corporation
Linda Matkowski
30 S. Meridian St., Suite 600
Indianapolis, IN 46204
(317) 808-7102
[email protected]
http://www.citysecurities.com
Indiana’s largest independently owned
investment banking firm specializing in
financial consulting and bond underwriting.
Coffman Financial Group
Joseph Coffman
7800 Shelby Street, Suite 9
Indianapolis, IN 46227
317-885-8111
[email protected]
http://www.coffmanfinancialgroup.com
Independent financial advisors committed
to helping people pursue their financial
goals!
Cripe
Frank Hindes
3939 Priority Way S. Drive, Suite 200
Indianapolis, IN 46250
317-844-6777
Fax 317-706-6451
[email protected]
http://cripe.biz
Energy Management Services, Architecture, Engineering and Survey + 3D Laser
Scanning
Medical Insurance
ENA provides managed data, voice and
video solutions to customers in the educational and library sectors.
Educational Services Company
Debbie Hineline
3535 E 96th Street, Suite 126
Indianapolis, IN 46240
(317) 818-3535
[email protected]
http://www.educationalservicesco.com
Educational Services Company has been
providing Indiana schools with a full scope
of educational management services since
1989.
Electronic Systems Group
Marty Cotterman
680 N 36th Street
Lafayette, IN 47905
(765) 449-0694
[email protected]
http://www.esgindiana.com
Fire Alarm Systems & Inspections/Security Systems/Door Access Controls/Video
Systems/Temperature Controls/System
Monitoring
Elevatus Architecture
Cory Dietz
111 East Wayne Street, Suite 555
Fort Wayne, IN 46802
(260) 424-9080
[email protected]
http://www.elevatusarchitecture.com
Passionate educational designers enhancing the needs of faculty and students today
and into the future.
IASBO InterCom March 2016 - 27
IASBO Business Associate Members
EMCOR Construction Services
Craig Martin
5128 W. 79th St.
Indianapolis, IN 46268
(317) 822-7890
[email protected]
http://www.emcorcs.com
Providing turnkey resolutions to help
make your schools more productive, more
comfortable, and much more efficient.
Energy Systems Group
Mark Falahee
3905 Vincennes Rd Suite 505
Indianapolis, IN 46268
(317) 228-3676
[email protected]
http://www.energysystemsgroup.com
Guaranteed energy savings programs.
Cost reduction in facility operations.
Envoy, Inc.
John Barbee
6330 E 75th Street, Suite 170
Indianapolis, IN 46250
(317) 594-4600
[email protected]
http://www.envoy-cm.com
Project and Construction Management
Solutions
Ergo Resource Management, Inc.
Thomas E. Green
801 N Huntington Street, Suite 7
Syracuse, IN 46567
(574) 457-8020
[email protected]
http://www.ergo-syracuse.com
Management and human resource consulting
services, OSHA, EPA, and indoor air quality
program assistance.
Fanning/Howey Associates, Inc.
William Payne
9025 N. River Rd. Suite 200
Indianapolis, IN 46240
(317) 848-0966
[email protected]
http://www.fhai.com
Architects/Engineers widely credited with
setting new standards in flexible and
innovative school design.
Fifth Third Bank, Indiana
Paul Burch
251 N Illinois Street, Suite 1200
Indianapolis, IN 46204
(317) 383-2668
[email protected]
http://www.53.com
Providing municipal services for school
corporations, including municipal leasing,
investment management and depository
services.
Fifth Third Securities Inc.
Jay Ryals
Suite 1200
251 N. Illinois St.
Indianapolis, IN 46204
(317) 383-2086
[email protected]
http://www.53.com
Bond underwriting and financial services,
bond refinancing, tax exempt leases, bond
reinvestments, energy loans, TANS.
28 - IASBO InterCom March 2016
Financial Solutions Group, Inc.
Greg Guerrettaz
2680 East Main Street, Suite 223
Plainfield, IN 46168
(317) 837-4933
[email protected]
Financial advisory services to municipalities across the State of Indiana with over
25 years of experience.
Fink Forms, Inc.
Becky Chase
619 E. Dupont Rd. #94
Fort Wayne, IN 46825-2055
(260) 489-7149
[email protected]
http://www.finkforms.com
Budget forms for schools that are Gateway
compatible.
GCA Services Group
1350 Euclid Ave.
Cleveland, OH 44115
(888) 588-0863
[email protected]
http://www.gcaservices.com
Custodial, facilities operations maintenance
and grounds services.
George K. Baum & Company
Damian Maggos
8888 Keystsone Crossing, Suite 1300
Indianapolis, IN 46240
(317) 818-1760
[email protected]
http://www.gkbaum.com
One of the nation’s leading municipal
finance investment banking firms providing
a full range of public finance services to
borrowers and investors.
Gibraltar Design, Inc.
James B. Thompson, NCARB
9102 N Meridian Street, Suite 300
Indianapolis, IN 46260
(317) 580-5777
[email protected]
http://www.gibraltardesign.com
Full service Architectural/Engineering
Firm serving School Districts & Higher
Ed in Indiana
Gibson
Diane Davidson
130 S Main St., Ste 400
South Bend, IN 46601
(574) 245-3527
[email protected]
http://www.gibsonins.com
We help you navigate risk using our
proprietary Gibson Protection System
focusing on commercial insurance, risk
management, and employee
benefits.
Gibson Teldate, Inc.
Don Barrett
8940 Vincennes Circle
Indianapolis, IN 46268
(317) 298-2945
[email protected]
http://www.bgibson.com
We install and maintain telephone systems
and data networking throughout Indiana.
GMB Architecture + Engineering
Jason Miller
85 E. 8th Street, Suite 200
Holland, MI 49423
(676) 796-0200
[email protected]
http://www.gmb.com
A relational, co-designing firm that creates
facilities to enhance learning.
Hays and Sons
Michael Hawkins
757 E. Murry Street
Indianapolis, IN 46227
(800) 536-4056
[email protected]
http://www.haysandsons.com
Emergency service and disaster recovery
professionals for fire, smoke, water, wind,
mold and storm damage.
Hillyard Indiana
Darin Miller
14317 West Painter Drive
Daleville, IN 47334
800-296-4213
Fax 800-296-6127
[email protected]
htt://www.hillyard.com
Family-owned national manufacturer of
cleaning chemicals and developer of an
industry-leading cleaning cost analysis
program.
Horace Mann Companies
Lynn Schmale
301 E. Carmel Dr., Suite G300-002
Carmel, IN 46032
(217) 725-6822
[email protected]
http://www.horacemann.com
We specialize in providing 403(b), Section
125 & auto insurance payroll deductions
to school employees.
HPS
Jennifer Zech
3275 N. M-37 Hwy.
PO Box 247
Middleville, MI 49333
(800) 632-4572
[email protected]
http://www.hpsnet.com
HPS is a member-owned group purchasing
organization providing competitive contracts and dealership pricing on furniture
and equipment.
Huntington National Bank, The
Michael Gilmore
45 N. Pennsylvania St.
Indianapolis, IN 46204
(317) 237-2504
[email protected]
http://www.huntington.com
Banking, Loans, Investment, Lockbox and
Treasury Management Services
Ice Miller LLP
Jane Herndon
One American Square, Ste 2900
Indianapolis, IN 46282
(317) 236-2437
[email protected]
http://www.icemiller.com
Provide school construction and cash flow
financing; referendum, employee benefits
and other related legal services.
Indiana Bond Bank
Ron Mangus
10 W. Market St., Suite 2980
Indianapolis, IN 46204
(317) 233-0888
[email protected]
http://www.in.gov/bond
Our mission is to assist local government
in obtaining low-cost finance for their
operations.
InterDesign
Daniel D. Rawlins
141 E. Ohio St.
Indianapolis, IN 46204
(317) 263-9655
[email protected]
http://www.interdesign.com
Architecture and Design-Build Criteria
Development
Interface
Larry Boyle
235 West 84th Street
Indianapolis, IN 46260
(317) 445-2813
[email protected]
http://www.interface.com
Interface modular carpet tile, i2 mergeable
dye lot, life time Antimicrobial Inersept no
mold warranty with solution dyed nylon –
Highest recycled content
J & D Turf
Jamie Mehringer
12840 Ford Drive
Fishers, IN 46038
(317) 359-1185
[email protected]
http://www.j-dturf.com
J&D Turf is a full service sports turf consulting, construction, maintenance
and distribution company.
JA Benefits, LLC
Christy McNichols
1630 H Street
Bedford, IN 47421
(812) 329-6056
[email protected]
http://www.JABenefits.com
Client focused benefit consulting firm
providing clear, simplified solutions to
11630complex school and trust issues.
JPMorgan Chase Bank, N.A.
Nancy Dorsa
1 East Ohio St, IN1 - 0045
Indianapolis, IN 46277
(317) 767-8344
[email protected]
http://www.jpmorgan.com
Banker for Government entities in the
State of Indiana including cities, counties
and K12 school corporations.
KeyBanc Capital Markets
Kelly McNairy
10 W. Market St, Suite 900
Indianapolis, IN 46204
(317) 464-8448
[email protected]
http://www.key.com
KeyBanc Capital Markets provides quality
financial services to government, educational institutions & non-profit 501(c)(3)
organizations.
IASBO Business Associate Members
Keystone Architecture, Inc.
Mark Brandyberry
322 Main Streeet
Lafayette, IN 47901
(765) 420-7400
[email protected]
http://www.keystonearch.com
Keystone Architecture is one of Indiana’s
largest architectural firms.
KI/Binford Group
Susan Binford
14725 Herriman Blvd.
Noblesville, IN 46060
(317) 770-7300
[email protected]
http://www.ki.com
School furniture with installation, design
and budget services.
Kovert Hawkins Architects, Inc.
Hal E. Kovert
630 Walnut St.
Jeffersonville, IN 47130
(812) 282-9554
[email protected]
http://www.koverthawkins.com
Educational Facilities Planning, Feasibility
Studies, Architectural and Interior Design...
with Personalized Service.
L. L. Low Associates, Inc.
Andrew Low
210 N. Ironwood Dr.
South Bend, IN 46615
(574) 234-7240
[email protected]
http://www.lllow.com
Over 35 years of providing Indiana
schools with financial computer software.
Lancer & Beebe Architecture
Terry Lancer
2122 N Delaware Street
Indianapolis, IN 46202
(317) 797-6595
[email protected]
Architecture, Planning, Interior Design
Lewis & Kappes P.C.
Robert Rund
One American Square, Suite 2500
Indianapolis, IN 46282
(317) 639-1210
[email protected]
http://www.lewis-kappes.com
Legal Services
London Witte Group, LLC
Jennifer Hudson
One Independence Center
1776 N. Meridian St., Ste 500
Indianapolis, IN 46202
(317) 634-4747
[email protected]
http://www.lwgcpa.com
LWG provides comprehensive budgeting,
capital planning, debt management and post
compliance services to Indiana schools.
MacAllister Power Systems
John Barrington
8800 Brookville Road
Indianapolis, IN 46239
(317) 860-4495
[email protected]
http://www.macallisterpowersystems.
com
School buses, generator sets, mobile power
generation and landscaping equipment.
Martin Riley Architects - Engineers
John Boerger
221 W Baker Street
Fort Wayne, IN 46807
(260) 422-7994
[email protected]
http://www.martin-riley.com
Architectural, engineering and interior
design; building envelope consulting,
mater planning and CPF services for K-12
education.
Matrix Integration
Sara Gerber
417 Main Street
Jasper, IN 47546
(812) 634-1550
[email protected]
http://www.matrixintegration.com
We are technology advisors. Our expertise
includes data centers, networking, computing collaboration, and managed services.
Maverick Energy Consulting, Inc.
John Righeimer
4228 Chaparral Drive
Naperville, IL 60564
(815) 498-3855
[email protected]
http://www.mavertickec.com
Energy procurement and price risk management specialists.
Mesirow Financial, Inc.
Daniel Barlow
353 North Clark Street - 9th Floor
Chicago, IL 60654
(312) 595-6203
[email protected]
http://www.mesirowfinancial.com
We provide Indiana schools with municipal
bond underwriting and financial advisory
services tailored to each issuer’s objectives.
Mid-American Cleaning Contractors/Fiber Care
Liz Fletcher
1046 King Avenue
Columbus, OH 43212
(800) 284-3994
[email protected]
http://www.macc.net and
www.fibercare.net
ISSA CIMS-GB certified Janitorial Services
& IICRC certified Carpet Cleaning
Milliken Carpet
Joe Salerno
13945 Brishane Drive
Fishers, IN 46038
(317) 695-6675
[email protected]
http://www.milliken.com
Manufacturers of environmentally produced modular carpet tile products. We
produce the most comfortable, quiet and
long lasting carpet.
MJ Insurance, Inc.
Frank T. Crossland
9225 Priority Way West Drive
Suite 100
Indianapolis, IN 46240
(317) 805-7500
[email protected]
http://www.mjinsurance.com
Performance Services, Inc.
Tim Thoman
4670 Haven Point Blvd., Suite #200
Indianapolis, IN 46280
(317) 713-1750
[email protected]
http://www.performanceservices.com
Employee Benefit Advisory Services
Design-Build, guaranteed savings contracts, geothermal, and wind power.
Moisture Management
Brian Mosey
9855 Crosspoint Blvd., Ste. #100
Fishers, IN 46256
(317) 577-0910
[email protected]
http://www.moisturemanagementllc.com
PESG
Troy Ruger
6307 84th Street
Caledonia, MI 49316
(616) 891-5090
[email protected]
http://www.contractsubs.com
National Insurance Services
Landon Mowry
11350 N Meridian Street, Suite 120
Carmel, IN 46032
(317) 846-9202
[email protected]
http://www.nisbenefits.com
Piper Jaffray & Co.
David Wimmer
459 East 96th Street, Suite 500
Indianapolis, IN 46249
(317) 581-6305
[email protected]
http://www.piperjaffray.com
Moisture Management provides the most
innovative and cost effective roofing and
waterproofing solutions in the industry.
Life and disability insurance and HRA,
VEBA, 401(a), 403(b) solutions.
Neace Lukens
Rob Stiehl
6510 N Shadeland Avenue
Indianapolis, IN 46220
(317) 595-7363
[email protected]
http://www.neacelukens.com
Risk Management and Employee Benefit
Consulting Service Provider with Specialization in Public Schools
Odle McGuire Shook Corporation
Matt Mayol
429 N. Pennsylvania St., Suite 403
Indianapolis, IN 46204
(317) 842-0000
[email protected]
http://www.omscorp.net
Architecture, Master Planning, Interior
Design, Landscape Architecture
One Place Now, Inc.
Al Turnbeaugh
905 Joliet Street
Dyer, IN 46311
(317) 561-0055
[email protected]
Electronic Health Records
Patcraft Commercial Flooring
Scott Martin
551 S Sawmill Rd
Franklin, IN 46131
(317) 432-0003
[email protected]
http://www.patcraft.com
Floorcovering
PESG is an educational staffing solution
for all your K-12 and collegiate staffing
needs.
Not every firm can help underwrite and
distribute bonds that lead to successful
transactions. Piper Jaffray can. We use our
experience, resources and trading capabilities to bring full-service support to our K-12
education clients.
PNC Bank, N.A.
Ellen Shirley
101 W Washington Street, Suite 400E
Indianapolis, IN 46204
(317) 267-7098
[email protected]
www.pnc.com
Providing financial products and services
to schools, to include treasury management,
leasing and investment management.
Primary Engineering, Inc.
Mike Lubbehusen, PE
2828 Lake Avenue
Fort Wayne, IN 46805
(260) 424-0444
[email protected]
www.primary-eng.com
Consulting engineering services for
HVAC, lighting, power and communication
systems. Infrared thermal imaging and
wireless network modeling.
ProcessMaker Campus
Matt Ross
5304 Ventura Drive
Delray Beach, FL 33484
617-340-3377
Fax 305-402-0282
[email protected]
K12 solution that effectively executes
educational/administrative process allowing integration with existing systems while
improving performance.
PayK12
Chris Lyght
223 W. 9th Street
Anderson, IN 46016
(888) 478-5273
[email protected]
http://www.payk12.com
A software platform that reduces risk and
improves efficiency through board integration
and comprehensive reporting.
IASBO InterCom March 2016 - 29
IASBO Business Associate Members
RE Sutton & Associates,
A Division of Brown & Brown
Richard E. Sutton
11555 N. Meridian St., Suite 220
Carmel, IN 46032
(317) 852-1937
[email protected]
http://www.resutton.com
Ryan Fire Protection
Edwin Frieden
9740 E. 148th Street
Noblesville, IN 46060
(317) 473-1546
[email protected]
http://www.ryanfp.com
Employee benefit consultants specializing
in Indiana public school corporations.
Fire Sprinkler / Fire Alarm / Fire Extinguisher Installation, Inspection, Testing
and Maintenance.
Regional Data Services, Inc.
Andy Kapitan
1260 Arrowhead Court
Crown Point, IN 46307-8222
(219) 661-3200
[email protected]
http://www.regionaldata.com
Schamber Group, Inc., The
Elaine M. Schamber, PhD, CFP, AIFA
3526 Osborne Lane, Suite 8
PO Box 4698
LaFayette, IN 47903-4698
(765) 807-0638
[email protected]
Indiana based software provider specializing in administative and web based
software for over 25 years.
Regions Bank
Jenny Lurkins
One Indiana Square, Suite 903
Indianapolis, IN 46204
(317) 221-6111
[email protected]
http://www.regions.com
Regions is a full service financial institution offering solutions designed specifically
for governments.
Fiduciary services and investment
oversight for School Corporation
Retirement Plan Sponsors and their
Investment Committees
Schmidt Associates, Inc.
Ben Bain
320 E Vermont Street
Indianapolis, IN 46204
(317) 263-6226
[email protected]
http://www.schmidt-arch.com
Schmidt Associates serves as your
advocate for all aspects of facility
design-encompassing planning, design,
& implementation.
Security Benefit Corporation
Frank J. Vargo
12099 Lupine Lane
Granger, IN 46530
(800) 888-2461 x2760
[email protected]
http://www.securitybenefit.com/
indiana
Security Benefit helps educators to and
through retirement by providing 403(b),
457, 401a and VEBA programs.
Shanahan & Shanahan LLP
James A. Shanahan
609 Treybourne Dr., Suite C
Greenwood, IN 46142
(317) 881-4881
[email protected]
http://www.lawbyshanahan.com
Bond Counsel and Underwriter’s Counsel
on School Financings and Referendum
Skillman Corporation, The
Bart York
3834 S Emerson Avenue
Indianapolis, IN 46203
(317) 783-6151
[email protected]
http://www.skillman.com
Project Administration & Construction
Management
Sodexo
Matt Holle
283 Cranes Roost Blvd., #260
Altamonte Springs, FL 32701
(317) 225-7512
[email protected]
http://www.sodexo.com
Sodexo, provider of world class food and
facilities services.
Sodexo
Jim Dayhuff
Penn-Harris-Madison Schools
55910 Bittersweet Rd.
Mishawaka, IN 46545
(574) 968-9615
[email protected]
http://www.sodexoUSA.com
School Services
Software Systems, Inc.
Rich Miller
432 S Emerson Ave, Ste 200
Greenwood, IN 46143
(317) 783-5373
[email protected]
http://www.softwaresystemsinc.com
Providing Indiana Schools with Financial,
Payroll/Human Resources, Employee
Portal, Extra-Curricular Software
Applications.
Stair Associates, Inc.
Reggie Laconi
9641 Commerce Dr.
Carmel, IN 46032
(317) 228-1900
[email protected]
http://www.stairnet.biz
Architectural and Engineering design for
schools, with a focus on energy efficient
systems including geothermal.
30 - IASBO InterCom March 2016
Statewide Credit Association, Inc.
Keith Ward
6957 Hillsdale Court
Indianapolis, IN 46250
(317) 684-1000
[email protected]
http://www.statewidecredit.net
Local agency that specializes in increasing
book rental funds for school corporations
at a low cost.
Stifel, Nicolaus & Company, Inc.
Lorenzo Boyd
501 N. Broadway
St. Louis, MO 63102
314-342-8477
[email protected]
http://www.stifel.com
Financial services and investment banking.
Tandus Centiva
Jen Maynard
2527 Shannon Lane
Kokomo, IN 46901
(765) 480-3266
[email protected]
http://www.tandus-centiva.com
Carpet and luxury vinyl tile manufacturer,
project/design consultation.
the etica group, inc.
Ron Goad
7172 N. Keystone Ave., Suite G
Indianapolis, IN 46240
(317) 466-9520
[email protected]
www.eticagroup.com
Architecture, Construction, Engineering &
Roofing Services
TRANE
Brian Pickering
5355 N. Post Rd.
Indianapolis, IN 46216
(317) 255-8777
[email protected]
Creating and sustaining safe, comfortable,
and efficient environments.
TrustINdiana
Cindy Burres Barger
200 W. Washington St., Ste 242
Indianapolis, IN 46204-2792
(317) 232-0139
[email protected]
http://www.trustindiana.in.gov
Local government investment pool
Turner Construction Company
Richard Ach
55 East Monroe St., Suite 1430
Chicago, IL 60603
(312) 327-2770
[email protected]
http://www.turnerconstruction.com
General Contractor and Construction
Management Services
IASBO Business
Associate Members
U.S. Bank Global Corporate Trust Services
Lois Moore
10 W. Market St., Suite 1150
Indianapolis, IN 46204
(317) 264-2500
[email protected]
http://www.usbank.com
Van Ausdall & Farrar, Inc.
Andrew Kimbrough
6430 East 75th Street
Indianapolis, IN 46250
(317) 634-2913
[email protected]
http://www.vanausdall.com
US Bank is a leader in provider of bond
trustee and paying agent services for school
corporations.
Leading business technology/services provider offering Copiers, MPS, IT Services,
Software/Workflow solutions and on-site
managed services.
Umbaugh
Belvia Gray
8365 Keystone Crossing, Ste 300
Indianapolis, IN 46240
(317) 465-1500
[email protected]
http://www.umbaugh.com
Van Gorp Group
Anthony J. Van Gorp
10971 Four Seasons Place, Ste. 134
Crown Point, IN 46307
(630) 592-1301
[email protected]
http://www.vangorpgroup.com
VALIC
Don Koller
2 Summit Park Drive, Ste. 500
Independence, OH 44131
(312) 909-8220
[email protected]
http://www.valic.com
Zions First National Bank
Robert Cafarelli
111 West Washington, Suite 1860
Chicago, IL 60602
312-763-4257
[email protected]
http://www.zionsbank.com/business/
trust-service-bf.jsp
Financial advisor to local governments.
Number one provider of retirement
programs for K-12 in the U.S.
3M Security Window Film Distributor
Trustee, Paying Agent, Bond Register &
Investment Services
T H A N K
Platinum
Sponsors
PERFORMANCE
SERVICES
AMERICAN FIDELITY
ASSURANCE
COMPANY
DEEM MECHANICAL
&ELECTRICAL
ICE MILLER
Y O U
Gold
Sponsors
Horace Mann
Low associates
BOYCE SYSTEMS/KOMPUTROL cITY SECURITIES CORPORATION
Silver
Sponsors
BOSE McKINNEY & EVANS
BMO HARRIS BANK
VALIC
SOFTWARE SYSTEMS, INC.
UMBAUGH
SCHMIDT ASSOCIATES, INC.
EDUCATION NETWORKS OF AMERICA
BANK OF NEW YORK MELLON
CSO Architects
KEYBANC
Barnes & Thornburg
Blakley Corporation
Sodexo
AdTEC, INC.
trustindiana
huntington national bank
NATIONAL INSURANCE SERVICES
moisture managementja benefits, llc
acorn, powered by rycor
Church church hittle & antrim
barton-coe-vilamaa architects & engineers, inc.
IASBO InterCom March 2016 - 31