Se
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Sessions
Thursday
Learning Session F
How to Use Long Term Planning to Get the
Facilities Funding You Need
Room:
Presenter(s):
342B
Marc Retish | Ameresco
Organizations like yours all deal with a critical issue: buildings
are aging and there isn’t enough funding for maintenance and
renewal. Learn how life cycle data and analysis can help quantify
physical needs and deferred maintenance, accurately forecast
capital projections, and build a framework to make decisions for
a sustainable future. The conversation will also address issues
around risk and measurement, how to prioritize needs, and best
practices in the asset management industry.
End Time: 12:30 pm
Management
Beyond Boardwalk and Park Place: A Practical Primer for Buying and Selling School
Real Estate
Room:
Presenter(s):
352A
Ann Greenberg | Walsh, Anderson,
Gallegos, Green & Treviño, P.C.
Ann Mewhinney | Walsh, Anderson,
Gallegos, Green & Treviño, P.C.
Two experienced attorneys involved in school district real estate
transactions on a daily basis will cover basic due diligence considerations, legal requirements of sales and purchases, and recommendations to assist Board Members, Superintendents, Chief
Operating Officers, and Business Managers in handling standard
real estate transactions for their districts. Presenters will cover
issues that have begun to arise more frequently in Texas school
districts, which have their own specific legal requirements and
business considerations, including leasing mineral interests and
transferring water rights of the district.
End Time: 12:30 pm
Investment Officer Training: Public Funds
Investment Act
Room:
Presenter(s):
370D
Joel Perez | Padgett Stratemann & Co
The Public Funds Investment Act requires school districts, in conjunction with their annual financial audit, to perform compliance
audits of management controls on investments and adherence to
the district’s investment policy. This session will review the types
of audits required and provide tools to improve your ability to understand and assess your school district’s management controls
over the investment program including authorization, execution,
existence, and reporting. First Public will give a certificate at the
end of the session for one hour of Investment Officer Training.
End Time: 12:30 pm
Payroll
Are You Ready? – The Affordable Care Act
(ACA) and its Impact on School Districts
Room:
Presenter(s):
351E
Jennifer Dowd | Kronos
are employers to comply with this new legislation? Many school
districts are completely overwhelmed with the actions required
by this legislation, such as establishing a “look-back period” and
tracking full-time/part-time status. In a recent study, conducted
by the Center for Digital Education and sponsored by Kronos,
K-12 respondents revealed their plans and the available resources
to tackle this monster initiative. During this session you’ll hear
about the approaches and strategies other schools are using. The
deadline to comply is here. Are you ready?
12:00 pm - 12:30 pm (30-Minute Express Session)
HSAs: Increase your Working Capital with
Healthcare Cost Savings
Room:
Presenter(s):
350D
Andrea Kewekordes | Wells Fargo Bank
Healthcare is often the second-highest cost for businesses today.
But what if you could lower your healthcare costs, helping to increase your working capital? Learn how a comprehensive Health
Savings Account (HSA) program can help your company save on
healthcare costs - studies show an average of $1,300 per employee. Imagine how much that could free up for working capital.
End Time: 12:30 pm
PEIMS
How to Develop, Implement, and Maximize a
Comprehensive Energy Management Master
Plan
Room:
Presenter(s):
342E
Jason Turner | TASB
Bob Cervi, CTSBS | Eanes ISD
Join Eanes ISD as they share their experiences and take-aways
from the development of an in-house Energy Management Master
Plan. Having a plan allows you to squeeze valuable dollars out of
inefficiently operated buildings. Does your district have a replacement schedule for HVAC, roofing, lighting, controls, security,
etc.? Do you have a behavior management plan for occupants to
reduce usage? The core of this presentation will focus on knowing where to start, how to implement, and what can maximize an
Energy Management Master Plan.
End Time: 12:30 pm
Personnel
Documentation & Employee Discipline: 101
Room:
Presenter(s):
350E
Pattie Griffin, RTSBA | San Angelo ISD
Districts should establish and maintain standards of employee
conduct and managerial practices that support effective operations and positively impact student achievement. Effective
documentation is the foundation to support employment actions.
This session will provide information and resources for managing, maintaining, and dismissing employees in such a manner as
to minimize or avoid negative costs and reflect positively on the
district.
11:30 am - 12:00 pm (30-Minute Express Session)
Over the past two years, the ACA went from “wait-and-see” to the
real thing, becoming effective January 2014. But how prepared
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TASBO REPORT | FEBRUARY 2015