Click here for 2009 Spring Conference Registration
Click here for Encumbrance Clerk/Treasurer Training AND Round-Table for Everyone
Attention: All OkASBO Members
April 15-17, 2009
Meridian Convention Center - Oklahoma City
Check back to find out more about the Spring 2009 Conference topics and agenda.
Highlights from the 2008 Spring Conference:
Excerpted from the May 2008 Conference:
Frosty Troy is the nation most ardent supporter of public education. We are just lucky to have him in Oklahoma and committed to Oklahoma. He keynoted our conference on Thursday morning to a crowd as large as I can remember for our group. His comments we back up by research and completely on target. Our Wednesday workshop for encumbrance clerks and treasurers was attended by 167 from their ranks and other job descriptions as well. Kathy Leviant, American Fidelity Assurance Co., delivered an information filled general session on 403(b). The name is short but the opportunities to follow the new rules have lots of twists and turns. I hope that you took notes and are ready for action. She gave her number and email to attendees. The room was filled to see Oklahoma ASBO honor two special ladies, Ms. Sue Callahan from the Teacher Retirement System Office and Ms. Nancy McKay, CFO, Jenks Schools, the 2008 School Business Official of the Year.
Read more about the Conference in the May 2008 issue of OkASBO News.
New this year! Vendor Fair - Thursday 2-7pm
‘Vendor Fair’ on Thursday, April 17th. The Vendor Fair will be open from setup at 2:00 P.M. until 7:00 P.M. The Vendor Party will be held in the exhibit area.
If you are an Associate Member of Oklahoma ASBO and would like the opportunity to exhibit your products and services at our conference, here's your chance. Read about it on Page 6 of the February 2008 issue of OKAsbo News or contact OkASBO for more information.
Don't go home too soon or you might miss out on door prizes and the chance to hear the next potential "Oklahoma Idol" during the dance and karaoke scheduled following the Vendor party - 7:45 PM - Midnight
Want to see the rest of the 2008 agenda? click here.
Read more about the Spring Conference in the February issue of OkASBO News
Hotel Reservations at the Clarion Hotel and Convention Center
737 S. Meridian Oklahoma City, OK 73108 Reservations: 405/942-8511
Reserve by April 2 to get the special Oklahoma ASBO Group rate of $69.
Not a member of OkASBO? Click here to join online.
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Attention: Encumbrance Clerks and Treasurers
April 16, 2008
Meridian Convention Center - Oklahoma City
The 2005 session of the Legislature passed a bill that requires all Encumbrance
Clerks and School Treasurers obtain 12 hours in specified areas to hold their jobs and to also obtain 12 additional hours in each three year period to keep their job. Wednesday, April 16th is the day that Oklahoma ASBO has scheduled for you to meet those requirements.
Any of our members or guests may enroll for the PreConference and find many topics of value as they perform their job. We do not have conference space available to offer these as two separate workshops so the combination will serve the dual purpose.
Limited to the first 150 registrants
Change IS a Journey
You spoke...we listened. Several changes have been implemented as a result of your evaluations last conference. We've incorporated time for networking by eliminating the luncheon speaker. We also brought the Round Table discussions back. For more information, see Page 4 of the 2008 February issue of OkASBO News. Preregistration is now closed but we will accept late registrations at the door.
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To view the pre-conference agenda , click here.
Clarion Hotel and Convention Center
737 S. Meridian Oklahoma City, OK 73108 Reservations: 405/942-8511
Reserve by April 2 to get the special Oklahoma ASBO Group rate of $69.
Registration fee for Treasurer and Encumbrance Clerk Training and Round-Table Discussions:
OkASBO Member
$50.00; Non-member $100.00
Fee will be charged (regardless of attendance) if not cancelled by April 4, 2008.
Click here to view the agenda
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PreConference Training and Round-Table Registration fee:
OkASBO Member
$50.00; Non-member $100.00
Fee will be charged (regardless of attendance) if not cancelled by April 4, 2008
Pre-Conference Training and Round Table Agenda
Meridian Convention Center 737 S. Meridian, OKC
Royal Ballroom
Wednesday, April 16, 2008
This PreConference day can be used to meet the requirements of the training for Encumbrance Clerks and Treasurers, the continuing education requirements for Encumbrance Clerks and Treasurers or to simply gain additional knowledge to perform your school job. You can receive 6 hours for the complete day. Certificates will be given to those who request them. And, CPE’s can be given for CPA’s, when requested.
8:00 AM —Registration begins
Refreshments available
9:00 AM—Welcome, Introductions and Overview
Dr. Linda Abner, OCSBM Mgr.
Jack Harrel, Oklahoma ASBO
9:10 AM—Secrets of The State Aid Formula
Steven Crawford, Supt., Byng Schools
10:25 AM—Refreshment Break
Break sponsored by Municipal Accounting Systems
10:40 AM—Policies and Procedures for Encumbrance Clerk Salon I
Brenda Burkett, CSBA,CFO, Norman Schools
~or~
10:40 AM—Policies and Procedures for School Treasurers Salon K
TBA
12:00 PM—Lunch Provided, Salon I
1:00 PM—Round Table Topics
Registrants may choose any table to listen to the presentation and discussion. Each session is scheduled for 55 minutes. Registrants may then change to another table. There will be three rotations scheduled.
“Building Fund vs. General Fund Expenditures
Moderator: TBA
“OCAS Coding Examples and Practice”
Moderator: Lu Norman Exec. Dir. Financial Accounting, SDE
“Info for New Encumbrance Clerks”
Moderator: Patti Beaver, Business Manager Glenpool Schools
“Info for New Treasurers”
Moderator: Ann Wade, CSBA, Dir. of Finance Claremore Schools
“School Audit Laws/Exceptions/Segregation of Duties”
Moderator: Larry Lewis, Attorney
“School Budget Act”
Moderator: Bruce Campbell, CSBA, CFO Francis Tuttle Technology Center
“Personnel Reporting”
Moderator: Tammie Hall School Personnel Records. SDE
“Investing School Funds”
Moderator: Nancy McKay, CFO Jenks Schools
“IRS Regulations – Supplemental Payroll"
Moderator: TBA
“Time Management Tips”
Moderator: Linda Abner, Manager Okla. Center for School Business Management
“FLSA – Time and Attendance”
Moderator: Stacey Butterfield, Assoc. Supt Jenks Schools
4:00 PM —Summary and Certificate Presentation
Dr. Linda Abner, OCSBM Mgr.
This training is specifically designed to assist you become more knowledgeable and proficient at your job.
This training will also satisfy six hours of the requirements of SB 668. Come and expect to be educated and entertained. You will not be disappointed...
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Oklahoma ASBO Spring Conference
Meridian Convention Center, 737 S. Meridian, OKC
April 17-18, 2008
This year's conference will be slightly different than the last few. Due to the popularity of panel discussions, more of those have been scheduled for this conference. Topics from "Child Nutrition Changes" to "IRS Issues" are the result of your requests. Small schools can get help from the panel "Help! I Do Everything". Last but certainly not least, popular speaker Shawn Hime will close our conference.
Check out the agenda then register to come!
Thursday, April 17, 2008
7:50 AM —Registration Begins
7:50 AM—Continental Breakfast
Breakfast sponsored by American Fidelity
Assurance Company
9:00 AM (Promptly) —First General Session, Salon E to H
Moderator—President Jim Knox
Superintendent, Caney Valley Schools
9:00 AM—Presentation of Colors, Salute and Invocation
TBA
9:05 AM—President’s Remarks
9:10 AM—“How Big is One? ”
Frosty Troy , Speaker Extraordinaire
10:40 AM—"403(b)"
Kathy Leviant, American Fidelity Assurance Co.
10:20 AM - 10:40 AM—Refreshment Break
Speaker and Break Hosted by Oklahoma School Assurance Group
Noon - 1:05 PM—Luncheon, Salon I to L
Recognition of "School Business Official of the Year" and another special recognition
Hosted by American Fidelity Assurance Company
1:10 PM - 2:00 PM—Breakout Session A
Salon C—"Child Nutrition Changes "
Presenter: Jeff Denton, Child Nutrition Director, Ponca City Schools
Host: TBA
Salon E—"Archive eMail? Open Records?”
Presenter: Stephanie Mather, Attorney Center for Education Law, Inc.
Host: Steve Shiever, Supt., Crescent Schools
Salon F—"Tax Increment Financing Discussion”
Panel: Tim Green, Exec. Dir. Bus Affairs, Bartlesville Schools
Trish Williams, CFO, Broken Arrow Schools
Nancy McKay, CFO, Jenks Schools
Debbie Jacoby, CFO, Union Schools
Salon G—"eVerify"
Presenter: Cindy Shiever, CSBA Administrative Asst., Crescent School
Host: Nancy McKay, CFO, Jenks School
Salon H—"Help! I Do Everything"
Panel: Pat Smith, CSBA, Business Admin., Pocola Schools
Pat McKinney, Admin. Assistant, Dustin Schools
Debbie Secrest, Treasurer, Seiling Schools
2:10 PM - 3:00 PM—Breakout Session B
Salon C—"Dept. of Labor – What Do You Examine During an Inspection?"
Presenter: TBA
Host: TBA
Salon E—"How to Dispose of Obsolete Electronic Equipment?!”
Presenters: Bill Casey, Technology Director Jenks Schools
Host: TBA
Salon F—"Human Resources Panel – Supplemental Pay & Tax Benefits, Minimum Wage”
Panel: Katrina Powell, Payroll Specialist, Chickasha Schools
Stacey Butterfield, Assoc. Supt., Jenks Schools
Cathey Metevelis, Exec. Dir Human Res., Broken Arrow Schools
Cindy Solomon, Exec. Dir. Human Resources, Union Schools
Salon G—"eVerify!"
Presenter: Cindy Shiever, CSBA Administrative Asst., Crescent School
Host: TBA
Salon H—"Help! I Do Everything"
Panel: Pat Smith, CSBA, Business Admin., Pocola Schools
Pat McKinney, Admin. Assistant, Dustin Schools
Debbie Secrest, Treasurer, Seiling Schools
3:10 PM - 4:00 PM—Breakout Session C
Salon C—"IRS Issues?"
Presenter: Patricia O’Neil, Gov’t Entities Spec., Internal Revenue Service
Host: Tom Linihan, Supt., Adair Schools
Salon E—"Lease Purchase/Competitive Bidding"
Presenter: David Young, Purchasing Director, Union Schools
Host: TBA
Salon F— “Human Resources Panel – Time Clock/ Summer Warrants/Pay Cards/ Mandated Direct Deposits"
Panel: Katrina Powell, Payroll Specialist, Chickasha Schools
Stacey Butterfield, Assoc. Supt., Jenks Schools
Cathey Metevelis, Exec. Dir Human Res., Broken Arrow Schools
Cindy Solomon, Exec. Dir. Human Resources, Union Schools
Salon G—"Segregation of Duties”
Presenter: Dwight Yokum, Director of Finance Chickasha Schools
Host: TBA
Salon H—"Front Office Personnel Discussion “
Presenter: TBA
Panel Volunteers????
4:00 PM - 7:00 PM—VENDOR FAIR
Refreshments~ Finger foods~
Door Prizes
7:45 PM - 12:00 AM—Karaoke and Dance
Register online here
Clarion Hotel and Convention Center
737 S. Meridian Oklahoma City, OK 73108 Reservations: 405/942-8511
Reserve by April 2 to get the special Oklahoma ASBO Group rate of $69.
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Friday, April 18, 2008
8:00 AM - 9:00 AM—Registration continues
8:00 AM - 9:00 AM—Continental Breakfast
Breakfast sponsored by
National American Insurance Company
Barlow Education Management Services
9:00 AM—Second General Session, Salon H
Moderator, President Elect Brenda Burkett
CSBA, CFO, Norman Schools
9:00 AM - 10:00 AM—“Legislative Panel – What’s Happening to Us?”
Ms. Shelley Shelby, Staff Attorney, OSSBA
Mr. Pat McGregor, Executive Director, OACTE
Mr. Don Williams, Lobbyist CCOSA and OROS
10:15 AM - 10:30 AM—Refreshment Break
Sponsored by Oklahoma Schools Insurance Group
10:30 AM – 11:10 AM—“Maximizing My Retirement Benefits- How Do I Do It?”
Galeard Roper, Supt. Elk City Schools
11:10 AM - 12:00 Noon—"School Finance and Legislation"
Mr. Shawn Hime,
Asst. Supt. of Financial Services
Oklahoma State Department of Education
12:00 Noon—Business Meeting
Elect a new Board Director
Announcements
Drawing for Door Prizes
Adjourn
12:20 PM—OkASBO Board Meeting, Director's Room
Register online here
Clarion Hotel and Convention Center
737 S. Meridian Oklahoma City, OK 73108 Reservations: 405/942-8511
Reserve by April 2 to get the special Oklahoma ASBO Group rate of $69.
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