Conference Agenda

Wednesday, February 12th

Start Time End Time Location Description
9:00 AM 11:00 AM Lobby Registration Opens
11:00 AM 12:00 PM California Room Lunch
12:00 PM 12:15 PM Welcome - BASC, Dean West
12:15 PM 1:00 PM Capitol Advisors - Kevin Gordon
1:00 PM 2:00 PM Breakout Session 1
Breakout Session 1

1.1

SACS System Replacement Update

Hermosa / Grandada  View Session Materials
Presented by: CDE and FCMAT
CDE and FCMAT staff will provide an overview of the functionality and improvements in the new system, and do a demonstration of relevant components that have been developed to date.

1.2

PADC Web Application

Fresno View Session Materials
Presented by: CDE
Preview of the new web application for Principal Apportionment Data Collection.

1.3

GASB conversion entries related to pensions and OPEB.

El Dorado View Session Materials
Presented by: Royce Townsend, Eide Bailly LLP
A step-by-step explanation of the GASB conversion entries related to pensions and Other Post Employment Benefits (OPEB).

1.4

Excel Pivot Tables - Health & Welfare Benefit Reconciliation

Diablo View Session Materials
Presented by: Diane Lacombe, Senior Director, Internal Business Services, El Dorado COE
This session will provide an example of how Excel Pivot tables can help automate the process of reconciling health and welfare activity at an employee level.

2:00 PM 2:15 PM Break
2:15 PM 3:15 PM Breakout Session 2
Breakout Session 2

2.1

SACS System Replacement Update

Hermosa / Grandada  View Session Materials
Presented by: CDE and FCMAT
CDE and FCMAT staff will provide an overview of the functionality and improvements in the new system, and do a demonstration of relevant components that have been developed to date.

2.2

California Early Childhood Education Funding

Fresno View Session Materials
Presented by: Andrea Ball and Sara Bachez
This session will review Early Childhood Education Care funding in California: It’s often called a patchwork, with multiple agencies and funding streams – federal, state, county and local – and a variety of requirements. As California moves to increase access to programs for very young children and towards “universal PreK” CBO’s will want to deepen their knowledge and understanding of this complex system. Join us for an engaging presentation with Andrea Ball, Ball/Frost Group, LLC and Sara Bachez, Assistant Executive Director, California Association of School Business Officials.

2.3

Audit Guide and GASB 84

El Dorado View Session Materials
Presented by: Royce Townsend, Eide Bailly LLP
A review of the audit guide and discussion on GASB 84 - Fiduciary Activities.

2.4

Cybersecurity Policies, Procedures and Insurance. Do you need them?

Diablo View Session Materials
Presented by: Carl Fong, CTO, Orange County Department of Education
In the age of digital data, come and hear a non-technical presentation on some the basic policies, procedures, and insurance you should be aware of and have in your organization.

3:15 PM 3:30 PM Break
3:30 PM 4:30 PM Breakout Session 3
Breakout Session 3

3.1

Managing Capital Project Costs

Hermosa / Grandada  View Session Materials
Presented by: Capitol PFG
This workshop will address the importance of financial management and planning for construction projects. We will identify way to manage costs through front-end project planning, financing and project implementation. Additionally, the workshop will address challenges facing schools due to rapidly increasing construction costs, State funding and other factors.

3.2

Introduction to Situational Leadership

Fresno View Session Materials
Presented by: CASBO
This workshop will introduce you to the concept of Situational Leadership. Based on a leadership model that teaches leaders to use the appropriate leadership style in response to the needs of the person and the situation, the new experience provides a fast-paced, results-focused design based upon proven content and research. When implemented, it focuses on real work issues and experiments with key skills and concepts to build confidence in using them on the job.

3.3

Audit Guide and GASB 84

El Dorado View Session Materials
Presented by: Royce Townsend, Eide Bailly LLP
A review of the audit guide and discussion on GASB 84 - Fiduciary Activities.

3.4

Dynamic Spreadsheets - Dashboards

Diablo View Session Materials
Presented by: Tommy Welch, Deputy Superintendent of Administrative Services and Operations
This will be an Excel geek-out session. This session will provide some examples of how to create spreadsheets that can be used to display dashboards that change with data updates and the formulas used in such spreadsheets. It will also teach the concept of “build spreadsheets once, use multiple times”. If you do not want to recreate that budget report every time you have to present it…build it once and use it multiple times with different underlying data. This session will not spend much time on pivot tables. This will only touch on one pivot table formula and example. It is suggested that one attend the Excel Pivot Table session presented by Diane Lacombe in Breakout Session 1 if one wants to learn more information about pivot tables.

5:00 PM 6:30 PM Sierra Ballroom Wine/Cheese Social - Sponsored by FIS & Escape

Thursday, February 13th

Start Time End Time Location Description
7:30 AM 8:30 AM Registration Opens & Breakfast
8:30 AM 8:45 AM Welcome, BASC - Janet Riley
8:45 AM 9:15 AM State Board of Education - Sara Pietrowski
9:15 AM 10:00 AM School Services of California - John GrayView Handout
10:00 AM 10:15 AM Break
10:15 AM 11:00 AM California Department of Education, Hot TopicsView Handout
11:00 AM 12:00 PM Keynote Speaker - Nick Scott
12:00 PM 1:00 PM California Room Lunch
1:00 PM 1:15 PM CBO Mentor Program - Shayleen Harte
1:15 PM 2:00 PM LCAP Update - Dean West and Michael SimonsonView Handout
2:00 PM 2:45 PM CASBO - Joel Montero
2:45 PM 3:00 PM Break
3:00 PM 3:45 PM West Ed - Jason WillisView Handout
3:45 PM 5:00 PM FCMAT - Mike FineView Handout
5:00 PM 6:30 PM Social Mixer - Sponsored by Dale Scott & Company

Friday, February 14th

Start Time End Time Location Description
7:30 AM 8:30 AM Breakfast Buffet
8:30 AM 8:45 AM Welcome - BASC, Janet Riley
8:45 AM 10:00 AM Legislative Analyst's Office - Edgar CabralView Handout
10:00 AM 10:15 AM Break
10:15 AM 11:00 AM Department of Finance - Jessica Holmes and Lisa Mierczynski
11:00 AM 11:30 AM CCSESA - Peter BirdsallView Handout