Loading…
2024 MASBO Summer Conference
Attending this event?
Welcome to the MASBO Summer Conference! We’re glad you’re here!
Monday, June 10
 

8:00am MDT

New SBO Academy
Welcome/Introductions: Records Retention, Fixed Assets & Depreciation Schedules, Fish Bowl Q&A, Mock Board Meeting, and Preperation for the TFS.  Presented by Donnie McVee and Shay Baize, MASBO, with special guests! 

Presenters
avatar for Donnie McVee

Donnie McVee

Interim Services/Professional Development Coordinator, MASBO
avatar for Shay Baize

Shay Baize

Interim Services/Professional Development Coordinator, MASBO


Monday June 10, 2024 8:00am - 5:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:00am MDT

OPI AIM/ Infinite CampusTraining
This session is hosted by both your local AIM superstar, Nicole Thuotte, and her favorite Campus Minion, Mary Anne Skinner! We'll spend the day with Business Managers, District Clerks, and Admin wanting to know more about TEAMs, TOE, and EOY Reporting. Each part of the day will have workshop time so you can work directly with the experts. Get your District lined out to streamline your State reporting and maximize your money!

Presenters
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
Nicole Thuotte is the AIM Unit Manager at the OPI.  She has been with OPI for almost 20 years – working primarily with student and staff data and in school finance.  She enjoys working with districts and helping them make sense of state programs and data requirements.  When not... Read More →
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →


Monday June 10, 2024 8:00am - 5:00pm MDT
Yellowstone Meeting Room
 
Tuesday, June 11
 

9:00am MDT

C&C School Accounting User Group
For users of C & C School Accounting Software

Presenters
avatar for David Bardwell

David Bardwell

President, C&C School Accounting


Tuesday June 11, 2024 9:00am - 10:00am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

Tyler Technology User Group
School ERP Pro User Group Meeting:  Come & Connect with fellow colleagues, learn new facets/updates on the software, share best practices and learn how to use the system more efficiently, including Tips-n-Tricks and answering questions.

Presenters
avatar for Diana B Betancourt

Diana B Betancourt

Client Relations Manager, Tyler Technologies
Diana has been with Tyler Technologies for 24 years and started her exciting journey in March of 2001 as a Senior Product Consultant. As a Senior Product Consultant, she was responsible for client implementations, trainings, and consulting.  She is currently the Client Relations... Read More →



Tuesday June 11, 2024 9:00am - 2:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

Black Mountain Software User Group
A fun interactive day that will allow you to build connections with your peers while learning more about BMS!  

Presenters
avatar for RaLynn Brown

RaLynn Brown

Support Specialist, Black Mountain Software
As a Support Specialist, RaLynn prides herself on an innate ability to take problems in stride and calmly guide Black Mountain Software clients toward success. Her grounded and responsible nature, along with her bookkeeping and administrative experience, makes RaLynn the rock to build... Read More →
avatar for Trinette Todd

Trinette Todd

Support Specialist, Black Mountain Software
Trinette enjoys spending time with her husband and two teen boys when she isn’t learning the ins and outs of Black Mountain Software as a Support Specialist. With a background in all things customer service and business management, she was born to guide clients to the finish line... Read More →


Tuesday June 11, 2024 9:00am - 5:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:00am MDT

OPI Q&A on Infinite Campus/AIM
Come by the room and get assistance with AIM entries, etc.  No appointment necessary, come by and say hi. 

Presenters
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
Nicole Thuotte is the AIM Unit Manager at the OPI.  She has been with OPI for almost 20 years – working primarily with student and staff data and in school finance.  She enjoys working with districts and helping them make sense of state programs and data requirements.  When not... Read More →


Tuesday June 11, 2024 9:00am - 5:00pm MDT
Yellowstone Meeting Room

4:00pm MDT

Conference Registration
Tuesday June 11, 2024 4:00pm - 6:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

4:30pm MDT

MASBO Board Meeting
Tuesday June 11, 2024 4:30pm - 7:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA
 
Wednesday, June 12
 

7:15am MDT

Mentor Mentee Breakfast
Wednesday June 12, 2024 7:15am - 8:15am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:00am MDT

Stress Relief - Get Some Puppy Play Time

Wednesday June 12, 2024 8:00am - 11:00am MDT
Parlor 1030

8:00am MDT

Conference Registration
Testing for members with approved application on file. Test must be scheduled prior to conference week.

Wednesday June 12, 2024 8:00am - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:30am MDT

A Paperless Business Office: The Impossible Dream
Some say it is a myth. Is it even possible to have a paperless business office? We'll answer that by collaboratively building a Better Purchase Request in less than one hour.

Presenters
avatar for Terry Bybee

Terry Bybee

Co-founder of Flow Forms, a Montana software company., Flow Forms
Terry Bybee is the co-founder of Flow Forms, a Montana software company. He loves public education, building forms and VHS tapes.


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1031

8:30am MDT

Bid Law and Purchasing with Montana Cooperative Services
This clinic session will feature a comprehensive review of state bidding standards and processes. Details on the flexibility that Montana Law provides for the cooperative bidding process will be included.  Be prepared well in advance and save yourself some time and your district some dollars. 

Presenters
RB

Rich Batterman

Chief Legal Council for MCS and MREA, Batterman Law Offices, P.C.
Rich Batterman is the owner of Batterman Law Offices, P.C., a general practice law firm with offices in Baker, and Glendive, Montana. Few educators understand the value of an education attorney have experience as a County Attorney. For many years Rich served as the county attorney... Read More →
avatar for Larry Crowder

Larry Crowder

Executive Director, MREA and MCS
Larry is the current Executive Director of Montana Rural Education Association and Montana Cooperative Services.  He previously served for over 25 years as Superintendent of Culbertson Public Schools and 10 year as an administrator in Saco, Montana.  Larry graduated from Malta High... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Changing the Dynamics of School Transportation, It Starts With YOU!
Session Learning and Objectives:
  • Don’t settle for the minimum - Integration for all students with all needs.
  • Driver retention by building relationships and trust.
  • Meeting the State Standard: Clearinghouse, Training, Record Keeping
  • Safety by the numbers.
Session Details:
Perhaps you haven’t noticed, but parenting responsibilities have changed over
the past few decades. The migration of responsibilities and expectations has resulted in
Transportation Specialists being required to not only transport students from home to
school and back, but we have also been tasked with making these trips as counselors,
behavior specialists, medical providers, and safety officers. These changes can be
positive by opening our minds and putting aside the belief that this is just the way it has
always been done. We should look to new and innovative ways to positively change
our industry. We need to learn how to collaborate with our special needs departments,
parents, and district administrations about new best practices and meeting the needs of
students and our bus support team.

Presenters
avatar for Zada Stampler

Zada Stampler

Transportation Director, Laurel Public Schools
Zada Stamper is the Transportation Director for Laurel Public Schools in Laurel,Montana for the last 22 years. She has served as President and as a Board Memberfor the Montana Association for Pupil Transport (MAPT). She additionally works as atrainer for MAPT where she travels the... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Let's Talk About Stress: Reducing Employee Stress & Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout.  

Presenters
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Rody's Top Ten! MSPLIP
Rody Holman will share enlightening stories fo interesting claims administered by the insurance program over the past 25 years. Examples will provide you with information about what not to do in your schools.  

Presenters
avatar for Rody Holman

Rody Holman

Program Manager, MSPLIP
Rody, a native-born Montanan raised in Butte, began his insurance career in 2001. From 2001 to 2004, he served as a business insurance sales executive in Butte and SW Montana. From 2004 until a company merger in 2013, he served as a branch manager for three branch locations in SW... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Spreadsheets Tips and Tricks 1: An introduction to spreadsheets
(Limited to 12 attendees. Priority will be given in order of arrival) An introduction to spreadsheets. How to navigate 

Presenters
AM

Adam Milligan

Owner, Milligan School Data


Wednesday June 12, 2024 8:30am - 9:30am MDT
Board Room

8:30am MDT

TRS for Business Managers
An overview of the TRS wage and contributions reporting requirements and the TRS reporting system. This session is great for new Business Managers and Clerks, but also has several reminders and tips for experienced professionals.  

Presenters
avatar for Nolan Brilz

Nolan Brilz

Accounting/Fiscal Manager, TRS
Nolan Brilz, TRS Accounting/Fiscal Manager, is a Helena native and a graduate of UM. He has worked for the State of Montana for 15 years, the last 10 of those in his current position at TRS. Many school business managers have spoken with Nolan over the phone about their monthly TRS... Read More →


Wednesday June 12, 2024 8:30am - 9:30am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

OPI Medley
In this presentation we will be presenting on a variety of topics including budget amendments,
Indian Education for All, Reserves, Program Codes, and more.

Presenters
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Wednesday June 12, 2024 8:30am - 10:40am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Tyler User Group: School ERP Pro User Group Meeting
Presenters
avatar for Diana B Betancourt

Diana B Betancourt

Client Relations Manager, Tyler Technologies
Diana has been with Tyler Technologies for 24 years and started her exciting journey in March of 2001 as a Senior Product Consultant. As a Senior Product Consultant, she was responsible for client implementations, trainings, and consulting.  She is currently the Client Relations... Read More →


Wednesday June 12, 2024 8:30am - 10:40am MDT
Yellowstone Meeting Room

8:30am MDT

Wonder Wednesday: OPI AIM/INfinite Campus Training
WONDER WEDNESDAY - Ever wonder how life could be made easier for State Reporting? Couldn't attend Monday? Join us for a 3 hour session on everything you may need to know about TEAMs, TOE, EOY Attendance, State Reporting, CNP, and MORE! Tips and tricks for all who join us.

Presenters
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
Nicole Thuotte is the AIM Unit Manager at the OPI.  She has been with OPI for almost 20 years – working primarily with student and staff data and in school finance.  She enjoys working with districts and helping them make sense of state programs and data requirements.  When not... Read More →
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →


Wednesday June 12, 2024 8:30am - 11:50am MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Bid Law and Purchasing with Montana Cooperative Services
This clinic session will feature a comprehensive review of state bidding standards and processes. Details on the flexibility that Montana Law provides for the cooperative bidding process will be included.  Be prepared well in advance and save yourself some time and your district some dollars. 

Presenters
RB

Rich Batterman

Chief Legal Council for MCS and MREA, Batterman Law Offices, P.C.
Rich Batterman is the owner of Batterman Law Offices, P.C., a general practice law firm with offices in Baker, and Glendive, Montana. Few educators understand the value of an education attorney have experience as a County Attorney. For many years Rich served as the county attorney... Read More →
avatar for Larry Crowder

Larry Crowder

Executive Director, MREA and MCS
Larry is the current Executive Director of Montana Rural Education Association and Montana Cooperative Services.  He previously served for over 25 years as Superintendent of Culbertson Public Schools and 10 year as an administrator in Saco, Montana.  Larry graduated from Malta High... Read More →


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Changing the Dynamics of School Transportation, It Starts With YOU!
Session Learning and Objectives:
  • Don’t settle for the minimum - Integration for all students with all needs.
  • Driver retention by building relationships and trust.
  • Meeting the State Standard: Clearinghouse, Training, Record Keeping
  • Safety by the numbers.
Session Details:
Perhaps you haven’t noticed, but parenting responsibilities have changed over
the past few decades. The migration of responsibilities and expectations has resulted in
Transportation Specialists being required to not only transport students from home to
school and back, but we have also been tasked with making these trips as counselors,
behavior specialists, medical providers, and safety officers. These changes can be
positive by opening our minds and putting aside the belief that this is just the way it has
always been done. We should look to new and innovative ways to positively change
our industry. We need to learn how to collaborate with our special needs departments,
parents, and district administrations about new best practices and meeting the needs of
students and our bus support team.

Presenters
avatar for Zada Stampler

Zada Stampler

Transportation Director, Laurel Public Schools
Zada Stamper is the Transportation Director for Laurel Public Schools in Laurel,Montana for the last 22 years. She has served as President and as a Board Memberfor the Montana Association for Pupil Transport (MAPT). She additionally works as atrainer for MAPT where she travels the... Read More →


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

ESSER Final Closeout and Summer Use of Funds
Participants will gain a walk through of how ESSER closeout will occur including Final Expenditure Reports, ESSER I-III Budget Page Descriptions, Review of Data Collection Reported Data, and Resources to help with closeout. Participants will also gain information on how remaining ESSER funds might be applied to summer months using partnerships with non-school agencies.  Extended Expanded Learning Opportunity grant and braiding resources will be covered in this presentation.

Presenters
avatar for Allison Agostino

Allison Agostino

Project Communications Specialist, OPI
Allison Agostino is a Montana native who grew up in Stevensville Montana on a small family farm that her parents still run. Now living in Glendive Montana, Allison started her career as a Drug and Alcohol Prevention Specialist learning the world of public health and community development... Read More →
avatar for Wendi Fawns

Wendi Fawns

ESSER/EANS Directpr, Montana Office of Public Instruction


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1031

9:40am MDT

Jeopardy Criminal Records Edition
“I’ll take Criminal Records & Identification Services Section for 1200 please, Alex!”  In this session we will review the process, procedures and required documentation necessary to submit federal fingerprint-based background checks through the state of Montana.

Presenters
avatar for Mernie McCarl

Mernie McCarl

Trainer, Criminal Records & Identification Services Section, Montana Department of Justice
Mernie McCarl is the Criminal Records Trainer at Montana Criminal Records & Identification Services Section (CRISS), Division of Criminal Investigation.  In her role she has the opportunity to train law enforcement, courts and prosecutors in the creation and maintenance of criminal... Read More →



Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Let's Talk About Stress: Reducing Employee Stress and Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout.  

Presenters
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Special Education Cooperatives Group Meeting
This workshop will review funding of Special Education Cooperatives and ways they work together with school districts to provide support services for special education. Topics included will be uses of funds, maintenance of effort, cash flow/request of dollars, flowthrough dollars to member districts and the accounting of those dollars, where to find sources on OPI website, and other topics that are brought up in discussion group at the end of presentation. 

Presenters
avatar for Roger Heimbigner

Roger Heimbigner

Business Mgr/Clerk, Yellowstone W Carbon Co Coop


Wednesday June 12, 2024 9:40am - 10:40am MDT
Board Room

9:40am MDT

TRS for Business Managers
An overview of the TRS wage and contributions reporting requirements and the TRS reporting system. This session is great for new Business Managers and Clerks, but also has several reminders and tips for experienced professionals. 

Presenters
avatar for Nolan Brilz

Nolan Brilz

Accounting/Fiscal Manager, TRS
Nolan Brilz, TRS Accounting/Fiscal Manager, is a Helena native and a graduate of UM. He has worked for the State of Montana for 15 years, the last 10 of those in his current position at TRS. Many school business managers have spoken with Nolan over the phone about their monthly TRS... Read More →


Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

ASBO Live – Jeopardy Game Show
Participants will join a Jeopardy team and will be challenged with Montana Fun Facts, Financial Recognition, ASBO Events, Award Programs, Online Engagement, and Advocacy. Participants will be competing for ASBO Bucks. Presented by Jim Rowan, CEO/Executive Director, ASBO International.

Presenters
avatar for JIm Rowan

JIm Rowan

CEO/Executive Director, ASBO International


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Audit Preparation with Wipfli
  • What an audit is.
  • How to prepare for an audit and what to expect.
  • What information will the auditor will ask for.
  • What final product will be and your responsibilities.
    • Type of audit opinions.
    • If there are any findings how severe they are

Presenters
avatar for Anthony B. Gerharz Jr.

Anthony B. Gerharz Jr.

Secnior Manager, CPA, Wipfli
Anthony Gerharz is a senior manager in Wipfli LLP’s government, and educationpractice. Having focused on the government industry his entire career, he hasextensive experience with financial and compliance audits of local governmentsand is also knowledgeable about regulatory reporting... Read More →



Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Cleaning Out That Old Filing Cabinet in the Closet – Montana’s Record Retention Laws
Getting ready to fire up that paper shredder? Whoa! As your district’s clerk, you are the custodian of all the district’s documents, records, and reports.  You are also obligated to manage those records in an “orderly and systematic way,” including retaining minutes, complaints, deeds, incoming and outgoing emails, and a ton of other stuff according to specific schedules!
What are your obligations for record retention? What resources are out there to help?

Presenters
avatar for Jeff Weldon

Jeff Weldon

Attorney and Counselor at Law, Felt Martin PC
Jeff joined the firm in 2005 and is a shareholder. His practice primarily focuses on Montana school law, labor and employment law, and local government law. Jeff serves as general counsel for several Montana school boards and has advised and represented other public and private entities... Read More →
avatar for Nyles Grer

Nyles Grer

Associate Attorney, Felt Martin PC
Nyles joined Felt Martin in 2023 as an Associate Attorney, and he has been practicing in Montana since 2020. During law school, Nyles was a staff member of the Public Lands and Resources Law Review and had the privilege of being a summer law clerk for the Honorable Mary Jane Knisely... Read More →


Wednesday June 12, 2024 10:50am - 11:50am MDT
Yellowstone Meeting Room

10:50am MDT

ESSER Final Closeout and Summer Use of Funds
Participants will gain a walk through of how ESSER closeout will occur including Final Expenditure Reports, ESSER I-III Budget Page Descriptions, Review of Data Collection Reported Data, and Resources to help with closeout.  Participants will also gain information on how remaining ESSER funds might be applied to summer months using partnerships with non-school agencies.  Extended Expanded Learning Opportunity grant and braiding resources will be covered in this presentation.

Presenters
avatar for Allison Agostino

Allison Agostino

Project Communications Specialist, OPI
Allison Agostino is a Montana native who grew up in Stevensville Montana on a small family farm that her parents still run. Now living in Glendive Montana, Allison started her career as a Drug and Alcohol Prevention Specialist learning the world of public health and community development... Read More →
avatar for Wendi Fawns

Wendi Fawns

ESSER/EANS Directpr, Montana Office of Public Instruction


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1031

10:50am MDT

HB203 Tuition
Overview of the tuition process and HB203 from the 2023 legislative session.

Presenters
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.


Wednesday June 12, 2024 10:50am - 11:50am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Jeopardy! Criminal Records Edition
“I’ll take Criminal Records & Identification Services Section for 1200 please, Alex!” In this session we will review the process, procedures and required documentation necessary to submit federal fingerprint-based background checks through the state of Montana. 

Presenters
avatar for Mernie McCarl

Mernie McCarl

Trainer, Criminal Records & Identification Services Section, Montana Department of Justice
Mernie McCarl is the Criminal Records Trainer at Montana Criminal Records & Identification Services Section (CRISS), Division of Criminal Investigation.  In her role she has the opportunity to train law enforcement, courts and prosecutors in the creation and maintenance of criminal... Read More →



Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Learn About the New Montana School Insurance Alliance (MTSIA)
Learn about progress made toward implementing House Bill 332, which allows school districts in Montana to pool together for higher-quality, lower-cost health insurance

Presenters
avatar for John Doran

John Doran

Chief Strategy Officer for the Montana School Insurance Alliance
John Doran is the Chief Strategy Officer for the Montana School Insurance Alliance. Together with a group of vested stakeholders, John is spearheading implementation of House Bill 332 (2023) to enhance the health benefits options, quality, and cost-effectiveness for all public-school... Read More →


Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

10:50am MDT

Special Education Cooperatives Group Meeting
This workshop will review funding of Special Education Cooperatives and ways they work together with school districts to provide support services for special education. Topics included will be uses of funds, maintenance of effort, cash flow/request of dollars, flowthrough dollars to member districts and the accounting of those dollars, where to find sources on OPI website, and other topics that are brought up in discussion group at the end of presentation. 

Presenters
avatar for Roger Heimbigner

Roger Heimbigner

Business Mgr/Clerk, Yellowstone W Carbon Co Coop


Wednesday June 12, 2024 10:50am - 11:50am MDT
Board Room

10:50am MDT

Transportation Issues That Can and DO Affect School Districts
Several laws affect school transportation, including state and/or federal laws (Hours of Service, Drug & Alcohol Clearinghouse, MAP21, including the new ELDT, Driver Training requirements, and Use of NON-approved buses/vehicles for home-to-school or school-to-home routes). It's up to the schools to ensure that they are following the laws correctly. If they aren't, they can lose state reimbursement from OPI and could be subject to state or federal fines (both for the school district and the driver). 

Presenters
ME

Michael Edwards

Harlow's School Bus Services, Stevensville Transportation Manager, Stevensville Public Schools
Over 15 years in school busing, Michael  started as a school bus driver for Corvallis Public Schools.Over six years as Transportation Director for Corvallis Public Schools. Has driven Commerical Trucks for several years;HSI-certified 1st Aid/CPR Instructor and Train the Trainer Instructor... Read More →



Wednesday June 12, 2024 10:50am - 11:50am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

12:00pm MDT

Opening Session Luncheon & Keynote
Welcome to the 2024 MASBO Summer Conference Luncheon!

Wednesday June 12, 2024 12:00pm - 2:30pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

2:30pm MDT

Break & Visit Exhibitors
Wednesday June 12, 2024 2:30pm - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

3:00pm MDT

Advocacy Tips & Tools to Engage at the State & Federal Level
Participants will learn some key advocacy tips and tools that will allow them to engage with their legislators at the State and Federal levels. Presented by Jim Rowan, CEO/Executive Director, ASBO International.

Presenters
avatar for JIm Rowan

JIm Rowan

CEO/Executive Director, ASBO International


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Board Meetings, Notices, and Minutes with Kaleva Law
Legal requirements for board meeting records, notices and other documents have increased, and the Board Clerk is responsible to maintain all of these crucial documents.  Come learn about new laws impacting minutes, notices and meetings, and the best practices for Clerks to keep their Boards in compliance. 

Presenters
avatar for Bea Kaleva

Bea Kaleva

Kaleva Law Offices
Elizabeth A. Kaleva is from Missoula, Montana, where she graduated from Loyola Sacred Heart High School in 1987. She received a Bachelor’s Degree in History from Boston College in 1991. Bea graduated from the University of Montana School of Law in 1995 and, after graduation, clerked... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Cleaning Out That Old Filing Cabinet in the Closet – Montana’s Record Retention Laws
Getting ready to fire up that paper shredder? Whoa! As your district’s clerk, you are the custodian of all the district’s documents, records, and reports.  You are also obligated to manage those records in an “orderly and systematic way,” including retaining minutes, complaints, deeds, incoming and outgoing emails, and a ton of other stuff according to specific schedules!
What are your obligations for record retention? What resources are out there to help?

Presenters
avatar for Jeff Weldon

Jeff Weldon

Attorney and Counselor at Law, Felt Martin PC
Jeff joined the firm in 2005 and is a shareholder. His practice primarily focuses on Montana school law, labor and employment law, and local government law. Jeff serves as general counsel for several Montana school boards and has advised and represented other public and private entities... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Yellowstone Meeting Room

3:00pm MDT

Improving School Facilities: Overview of the Capital Planning, Bond Election and Bond Financing Process
Are your School District’s facilities in need of capital improvement projects? Do you see a potential need for bond financing in your future? If you are considering a big or small project and wonder where to start, this seminar will provide information for everyone including a bond market overview and helpful insights from an experienced school business official who has recently worked through the capital planning, bond election and bond issuance process and is currently in the construction phase. Presented by Julie Jones (Laurel School Districts), Bridget Ekstrom and Crystal Vogl (D.A. Davidson & Co.), Dan Semmens and Courtney Ellis (Dorsey & Whitney)

Presenters
avatar for Bridget Ekstrom

Bridget Ekstrom

Managing Director, Public Finance Banker, DA Davidson & Co.
Bridget has over 30 years’ experience with D.A. Davidson & Co. andis located in our Bozeman Public Finance Office. Bridget specializes inproviding underwriting and advisory services to schools and localgovernments across Montana. Bridget is a native of Fort Benton and agraduate... Read More →
avatar for Dan Semmens

Dan Semmens

Partner, Dorsey & Whitney
Dan has been with Dorsey & Whitney in the Missoula office since 2001. Heis a public finance partner whose practice focuses on issuer representation andregularly serves as Bond Counsel to school districts. In the role of BondCounsel, he helps schools and other public entities by providing... Read More →
avatar for Julie Jones

Julie Jones

District Clerk/Business Manager, Laurel Public Schools
Julie is the District Clerk/Business Manager of the Laurel Elementary andHigh School Districts, a position she has held with the Districts sinceNovember 2020. Prior to joining the Districts, Julie was the DistrictClerk/Business Manager for Fromberg K-12 Schools for six years. Shepreviously... Read More →
avatar for Crystal Vogl

Crystal Vogl

Senior Vice President, Senior Public Finance Analyst, D.A. Davidson & CO.
Crystal has worked in Public Finance with D.A. Davidson & Co. since2000 and is located in our Great Falls Corporate Headquarters. Crystalspecializes in municipal transactions and analytical support for clients inMontana as well as throughout the Pacific Northwest. Crystal is a nativeof... Read More →
avatar for Courtney Ellis

Courtney Ellis

Partner, Dorsey & Whitney LLP
Courtney represents issuers, underwriters, and borrowers in a variety ofpublic finance transactions. She advises state and local government clientsregarding the range of financing tools available under state law, and acts asbond counsel on a wide range of revenue bond financings... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Let’s Start at the Very Beginning- MSGIA Worker's Compensation
Every professional and gold medalist started as a beginner. Come join the MSGIA crew as we take you from the starting line to the finish line with WC 101. Whether you are a beginner or already at the top of the podium, we promise there will be something for everyone. Presented by Shawn Bubb, MTSBA Director  of Insurance Services; Brenda Koch, Risk Management Associate; and Annette Satterly, MS, CRM, CIC, CSRM, CPSI Risk Management Associate. Montana School Insurance Group (MSGIA).

Presenters
avatar for Shawn Bubb

Shawn Bubb

Executive Director, MSGIA-WCRRP
Shawn has been in the insurance industry since 1994 and prior to that he worked in the financial services industry for three years. He has a strong accounting background holding key positions such as internal auditor, corporate controller, and insurance operations team leader for... Read More →
avatar for Annette Satterly, MS, CRM, CIC, CSRM, CPSI

Annette Satterly, MS, CRM, CIC, CSRM, CPSI

Risk Management Associate, MTSBA/MSGIA
I have worked as a Risk Manager at MTSBA/MSGIA since 1997. I am currently a CRM, CIC, CSRM, CPSI and an accredited asbestos inspector. I attended Montana Tech and received my BS and MS in safety engineering and industrial hygiene. I am the fifth generation from Butte, Montana. I am... Read More →
avatar for Brenda Koch

Brenda Koch

Risk Management Associate, MTSBA/MSGIA
Brenda Koch, was the K-12 Executive Director overseeing 17 schools in the Billings PublicSchool district for the past 12 years. Brenda was also a former superintendent, principal,teacher, and coach spanning, an impressive career 28 years in the Montana K-12 publiceducational system.Brenda... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

MASBO School Business Official State Certification Test Training
MASBO Certification Program overview and test preparation.

Presenters
avatar for Colleen Drury

Colleen Drury

Business Mgr/Clerk, Scobey Schools
avatar for Jen Mettler

Jen Mettler

District Clerk, Baker Schools
avatar for Melissa Bartelt

Melissa Bartelt

Clerk, Reed Point
avatar for Deb Anderson

Deb Anderson

Business Mgr/Clerk, Polson Schools
avatar for Lacey Porrovechhio

Lacey Porrovechhio

Business Mgr/Clerk, Bigfork Schools
Lacey grew up in the Flathead Valley (straight out of the canyon!) and now lives inBigfork with her husband and 3 sons. She has been the School Business Official atBigfork School District for ten years. She was the assistant business manager for 3years before that and is very thankful... Read More →
avatar for Karsen Floerchinger

Karsen Floerchinger

Business Mgr/Clerk, Cascade Schools


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Board Room

3:00pm MDT

Mastering the Facility Finance Game: School Renovations, Capital Projects, Energy Performance, and Capital Equipment Replacement Funding
Representatives from McKinstry will discuss Design - Build procurement and energy performance
contract methods for school construction, renovation projects and affordable staff house construction.
The session will begin with the legal basis for alternative procurement from Montana Codes 18-2-501
through 18-2-503 and progress through engagement of Design-Build teams to evaluate and plan for
bond/reserve elections by bundling construction, architecture, and engineering services.
The session will also provide an overview of our capital planning and maintenance assessments being
used by several schools throughout Montana. This assessment provides an accurate equipment listing,
helps districts extend the life of equipment, and provides proactive information for capital equipment
budgeting. Our assessment coupled with our Reveal software is a tool for yearly capital budget planning
and much more.

Presenters
avatar for Bob Moore

Bob Moore

Account Executive McKinstry Co., LLC., McKinstry
Bob Moore worked as a music educator in Idaho and Oregon before moving to Montana. He served as aschool administrator for 30 years in the Montana communities of Livingston, Manhattan, andStevensville. Bob received his undergraduate degree from the College of Idaho and attained his... Read More →


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1031

3:00pm MDT

Medicaid Reimbursements for IEP Based Services provided in Montana Schools
Come learn about Medicaid reimbursements for students with eligible direct care services.  We will cover what services qualify and cover steps for submitting claims to DPHHS.  Bring your questions and prepare to learn something new!

Presenters
avatar for Lisa Waterman

Lisa Waterman

Medicaid Billing Program Manager, SSOM


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Transportation Issues that Can and DO Affect School Districts
Several laws affect school transportation, including state and/or federal laws (Hours of Service, Drug & Alcohol Clearinghouse, MAP21, including the new ELDT, Driver Training requirements, and Use of NON-approved buses/vehicles for home-to-school or school-to-home routes). It's up to the schools to ensure that they are following the laws correctly. If they aren't, they can lose state reimbursement from OPI and could be subject to state or federal fines (both for the school district and the driver). Presented by Michael Edwards, Harlow's School Bus Services, Stevensville Transportation Manager, Stevensville Public Schools.

Presenters
ME

Michael Edwards

Harlow's School Bus Services, Stevensville Transportation Manager, Stevensville Public Schools
Over 15 years in school busing, Michael  started as a school bus driver for Corvallis Public Schools.Over six years as Transportation Director for Corvallis Public Schools. Has driven Commerical Trucks for several years;HSI-certified 1st Aid/CPR Instructor and Train the Trainer Instructor... Read More →



Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Who Wants to be a Millionaire? Nicole & Paul, OPI
Who Wants to be a Millionaire?  Well, we can’t promise you a million, but Paul Taylor and Nicole Thuotte will show you how to maximize your budget through accurate data reporting.  Learn about state funding sources, how data flows between data systems, and the secrets to accurate data entry.  We’re throwing you a lifeline so you can be confident when asked, “Is that your final answer?”

Presenters
avatar for Nicole Thuotte

Nicole Thuotte

AIM Unit Manager, OPI
Nicole Thuotte is the AIM Unit Manager at the OPI.  She has been with OPI for almost 20 years – working primarily with student and staff data and in school finance.  She enjoys working with districts and helping them make sense of state programs and data requirements.  When not... Read More →
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana


Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

4:30pm MDT

Cookie Decorating
Wednesday June 12, 2024 4:30pm - 6:30pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

4:30pm MDT

Hat Burning
Wednesday June 12, 2024 4:30pm - 6:30pm MDT
Yellowstone Meeting Room

5:00pm MDT

Golf
Buses load out the side Convention Center doors between 4-430pm

Wednesday June 12, 2024 5:00pm - 7:00pm MDT
Yegen Golf Course 1390 Zimmerman Trail, Billings, MT 59102

7:00pm MDT

Dinner
Wednesday June 12, 2024 7:00pm - 9:30pm MDT
Outdoor Courtyard
 
Thursday, June 13
 

7:30am MDT

Breakfast & Visit Exhibitors
Thursday June 13, 2024 7:30am - 8:30am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:00am MDT

Conference Registration
Thursday June 13, 2024 8:00am - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

8:30am MDT

Bank Outside of the County
 The session will cover banking considerations, paperwork to file to move your funds, monthly reconciling, investments, and FDIC coverage.

Presenters
avatar for Denise Mason

Denise Mason

Business Mgr/Clerk, East Glacier Park
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1031

8:30am MDT

Being a Smart Shopper – The U.S. Healthcare System presented by MUST
The U.S. Healthcare system is highly complex and costly. We will provide you with information regarding the importance of preventative services. The advantages of preventative health vs. reactive health, and information pertaining to preventative pharmacy benefits. We will also dive into multiple topics to help you spread out your healthcare dollar. Presented by DeAnna Milmine, Marketing & Sales Representative, Region 2: Jarett Laden, Marketing & Sales Representative, Region 3; and Jim Mepham, Marketing & Sales Representative, Region 4, Montana Unified School Trust (MUST). 

Presenters
JM

Jim Mepham

Marketing & Sales Representative, MUST


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Board Meetings, Notices, and Minutes with Kaleva Law
Legal requirements for board meeting records, notices and other documents have increased, and the Board Clerk is responsible to maintain all of these crucial documents.  Come learn about new laws impacting minutes, notices and meetings, and the best practices for Clerks to keep their Boards in compliance. 

Presenters
avatar for Bea Kaleva

Bea Kaleva

Kaleva Law Offices
Elizabeth A. Kaleva is from Missoula, Montana, where she graduated from Loyola Sacred Heart High School in 1987. She received a Bachelor’s Degree in History from Boston College in 1991. Bea graduated from the University of Montana School of Law in 1995 and, after graduation, clerked... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Yellowstone Meeting Room

8:30am MDT

Clean School Bus and Clean Heavy Duty Vehicles Programs
The presentation from the EPA highlights funding opportunities for school districts. These opportunities provide funding for school districts to replace their old buses with low and zero-emission school buses. Low and zero-emission school buses is one of EPA’s objectives to protect the developing lungs of children. The presentation gives an overview of the current funding opportunities and how to apply to them.

Presenters
avatar for Volpe Vo

Volpe Vo

Environmental Engineer, EPA Region 8 Air Permitting and Grants Management Branch
Volpe Vo is a project officer for the EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. Although relatively new to the EPA, Volpe is still passionate about children’s health and would love to talk... Read More →
avatar for YeChan Lim

YeChan Lim

Technical Lead, EPA Region 8 Air Permitting and Grants Management Branch
YeChan Lim currently serves as the technical lead for EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. YeChan is passionate about sustainable transportation and would love to connect with school... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Impact Aid Applications and Tips
Impact Aid Applications and tips (finding federally connected students, special education count requirements, how to read a coucher). Dept. of Education website tools, legislative updates. 

Presenters
avatar for Lonnie Morin

Lonnie Morin

Business Mgr/Clerk, Arlee


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Let's Talk About Stress: Reducing Employee Stress and Burnout
Learn about stress and workplace burnout and why it is one of the most important issues to address at your school. This integrative presentation will provide real life techniques to reduce your stress and learn skills to prevent your own workplace burnout. 

Presenters
avatar for Katie Ball

Katie Ball

JOY A Wellness Boutique
Katie completed her Undergraduate degree in Counseling Psychology and her Master’s degree in Social Work, focusing on Community Mental Health and Wellness. Katie has spent her career within the Healthcare industry supporting patient’s mental health in hospitals and clinics. She... Read More →



Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Pop Quiz with Mike & Denise
Join us for some friendly competition as we rack your brains with school finance questions. Win or lose, everyone is sure to learn something and have fun doing it.  

Presenters
avatar for Mike Waterman

Mike Waterman

Executive Director of Business and Operations, Bozeman Schools
avatar for Denise Williams

Denise Williams

Accounting Supervisor, Missoula County Public Schools
Over 30 years working in school finance at Kalispell Public Schools, East Helena Public Schools and Amsterdam School, MASBO, OPI and Gallatin County. Still going strong .  


Thursday June 13, 2024 8:30am - 9:30am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

Spreadsheet Tips and Tricks 2: Intermediate/Advanced
The first class covered how to navigate and enter data, different data types, and simple formulas and functions. Picking up where the first class left off we will cover more advanced functions.  Sorting.  Graphs. Conditional formatting.  

Thursday June 13, 2024 8:30am - 9:30am MDT
Board Room

8:30am MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Presenters
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 8:30am - 9:30am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

8:30am MDT

OPI Medley
In this presentation we will be presenting on a variety of topics including budget amendments,
Indian Education for All, Reserves, Program Codes, and more.

Presenters
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 8:30am - 10:40am MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Audit Preparation
  • What an audit is.
  • How to prepare for an audit and what to expect.
  • What information will the auditor will ask for.
  • What final product will be and your responsibilities.
    • Type of audit opinions.
    • If there are any findings how severe they are

Presenters
avatar for Anthony B. Gerharz Jr.

Anthony B. Gerharz Jr.

Secnior Manager, CPA, Wipfli
Anthony Gerharz is a senior manager in Wipfli LLP’s government, and educationpractice. Having focused on the government industry his entire career, he hasextensive experience with financial and compliance audits of local governmentsand is also knowledgeable about regulatory reporting... Read More →



Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Black Mountain Software User Group
: A quick trip through our applications, reminding users of all BMS offers.

Presenters
avatar for RaLynn Brown

RaLynn Brown

Support Specialist, Black Mountain Software
As a Support Specialist, RaLynn prides herself on an innate ability to take problems in stride and calmly guide Black Mountain Software clients toward success. Her grounded and responsible nature, along with her bookkeeping and administrative experience, makes RaLynn the rock to build... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

C&C School Accounting Software User Group
Meeting for users of C & C School Accounting Software. 

Presenters
avatar for David Bardwell

David Bardwell

President, C&C School Accounting


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Clean School Bus and Clean Heavy Duty Vehicles Programs
The presentation from the EPA highlights funding opportunities for school districts. These opportunities provide funding for school districts to replace their old buses with low and zero-emission school buses. Low and zero-emission school buses is one of EPA’s objectives to protect the developing lungs of children. The presentation gives an overview of the current funding opportunities and how to apply to them.

Presenters
avatar for Volpe Vo

Volpe Vo

Environmental Engineer, EPA Region 8 Air Permitting and Grants Management Branch
Volpe Vo is a project officer for the EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. Although relatively new to the EPA, Volpe is still passionate about children’s health and would love to talk... Read More →
avatar for YeChan Lim

YeChan Lim

Technical Lead, EPA Region 8 Air Permitting and Grants Management Branch
YeChan Lim currently serves as the technical lead for EPA’s Clean School Bus Program in Region 8, covering the states of Colorado, Utah, Wyoming, Montana, North Dakota, and South Dakota. YeChan is passionate about sustainable transportation and would love to connect with school... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Mitigating Burnout
  • This collaborative and engaging session will discuss burnout in the k-12 landscape.Recognizing the types of emotional impacts at work, How Mental Health Impacts Employees and Student Achievement, What tools can we put in place to address and mitigate burnout?

Presenters
avatar for Thomas Reynolds

Thomas Reynolds

Human Resources Director Title IX Coordinator, Belgrade Schools
HR Director for the Belgrade School District. I'm an HR nerd, and I have 12 years in HR, with a MS in HR Management and SHRM-CP certification.  I'm also on the board for the Gallatin Valley Human Resources Association.  Before HR, I was in the Infantry in the Army from 2003-2011... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Presenting Budgets to Trustees
Presenting Budgets to Trustees. School finance is a massive subject and
takes most of us a few years to get a handle on, right? And, public speaking is people’s
biggest fear! Mix these together and you get a significant portion of our duties! We are
going to discuss ways to help our volunteer school board members feel comfortable
with adopting the budgets and help you master your game. This is geared more for
New Clerks, but if you’re an old pro, come and share your wisdom.

Presenters
avatar for Lacey Porrovechhio

Lacey Porrovechhio

Business Mgr/Clerk, Bigfork Schools
Lacey grew up in the Flathead Valley (straight out of the canyon!) and now lives inBigfork with her husband and 3 sons. She has been the School Business Official atBigfork School District for ten years. She was the assistant business manager for 3years before that and is very thankful... Read More →



Thursday June 13, 2024 9:40am - 10:40am MDT
Yellowstone Meeting Room

9:40am MDT

The Thrill of Victory and the Agony of Defeat- MSGIA
We all want the thrill of victory. Unfortunately, many coaches and physical education teachers in our public schools are experiencing the agony of defeat. Join the MSGIA crew as they discuss the ever-increasing frequency and severity of coach and gym teacher injuries and ideas on preventing them. 

Presenters
avatar for Shawn Bubb

Shawn Bubb

Executive Director, MSGIA-WCRRP
Shawn has been in the insurance industry since 1994 and prior to that he worked in the financial services industry for three years. He has a strong accounting background holding key positions such as internal auditor, corporate controller, and insurance operations team leader for... Read More →
avatar for Annette Satterly, MS, CRM, CIC, CSRM, CPSI

Annette Satterly, MS, CRM, CIC, CSRM, CPSI

Risk Management Associate, MTSBA/MSGIA
I have worked as a Risk Manager at MTSBA/MSGIA since 1997. I am currently a CRM, CIC, CSRM, CPSI and an accredited asbestos inspector. I attended Montana Tech and received my BS and MS in safety engineering and industrial hygiene. I am the fifth generation from Butte, Montana. I am... Read More →
avatar for Brenda Koch

Brenda Koch

Risk Management Associate, MTSBA/MSGIA
Brenda Koch, was the K-12 Executive Director overseeing 17 schools in the Billings PublicSchool district for the past 12 years. Brenda was also a former superintendent, principal,teacher, and coach spanning, an impressive career 28 years in the Montana K-12 publiceducational system.Brenda... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

9:40am MDT

Winning Strategies When Using E-Grants
This interactive session will focus on understanding E-Grants “rules”. The topics covered will be accessing and navigating E-Grants, terms, and definitions, finding, and using E-Grants how to guides and videos, understanding error messages and successfully submitting and amending grants. Participants should be prepared to ask questions and share winning strategies with colleagues.

Presenters
avatar for Daniel McNurlin

Daniel McNurlin

IT Systems Analysist, OPI
Daniel McNurlin is an IT Systems Analysist in Centralized Services at the OPI. Duties include System Analyst for Perceptive Content – Creating Workflows/Monitoring, Creating New Users. E-Grants Systems Analysist assisting with creating and troubleshooting e-grants.
avatar for Mindi Askelson

Mindi Askelson

Grants Management Systems Analyst, OPI
Mindi Federman Askelson is an E-Grants Systems Analysist in Centralized Services at the OPI. She graduated from the University of Montana School of Forestry in 1982 and received her M.Ed. from Eastern Montana College in 1992. Mindi spent over 28 years working in Higher Education... Read More →


Thursday June 13, 2024 9:40am - 10:40am MDT
Parlor 1031

10:00am MDT

Sunshine Fund
Thursday June 13, 2024 10:00am - 7:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

10:40am MDT

Break/Visit Exhibitors
Thursday June 13, 2024 10:40am - 11:00am MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

11:00am MDT

FMLA and ADA Compliance
  • This session will be used to highlight various Leaves of Absences, but we will also have engaging conversations of what is working and what questions are out there revolving around Leaves of Absences.  The outcomes from this session will hopefully leave with a better understanding of the labyrinth of Leaves of Absences and how to navigate compliance in the k-12 landscape

Presenters
avatar for Thomas Reynolds

Thomas Reynolds

Human Resources Director Title IX Coordinator, Belgrade Schools
HR Director for the Belgrade School District. I'm an HR nerd, and I have 12 years in HR, with a MS in HR Management and SHRM-CP certification.  I'm also on the board for the Gallatin Valley Human Resources Association.  Before HR, I was in the Infantry in the Army from 2003-2011... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Improving School Facilities: Overview of the Capital Planning, Bond Election and Bond Financing Process
Are your School District’s facilities in need of capital improvement projects? Do you see a potential need for bond financing in your future? If you are considering a big or small project and wonder where to start, this seminar will provide information for everyone including a bond market overview and helpful insights from an experienced school business official who has recently worked through the capital planning, bond election and bond issuance process and is currently in the construction phase. Presented by Julie Jones (Laurel School Districts), Bridget Ekstrom and Crystal Vogl (D.A. Davidson & Co.), Dan Semmens and Courtney Ellis (Dorsey & Whitney)

Presenters
avatar for Bridget Ekstrom

Bridget Ekstrom

Managing Director, Public Finance Banker, DA Davidson & Co.
Bridget has over 30 years’ experience with D.A. Davidson & Co. andis located in our Bozeman Public Finance Office. Bridget specializes inproviding underwriting and advisory services to schools and localgovernments across Montana. Bridget is a native of Fort Benton and agraduate... Read More →
avatar for Dan Semmens

Dan Semmens

Partner, Dorsey & Whitney
Dan has been with Dorsey & Whitney in the Missoula office since 2001. Heis a public finance partner whose practice focuses on issuer representation andregularly serves as Bond Counsel to school districts. In the role of BondCounsel, he helps schools and other public entities by providing... Read More →
avatar for Julie Jones

Julie Jones

District Clerk/Business Manager, Laurel Public Schools
Julie is the District Clerk/Business Manager of the Laurel Elementary andHigh School Districts, a position she has held with the Districts sinceNovember 2020. Prior to joining the Districts, Julie was the DistrictClerk/Business Manager for Fromberg K-12 Schools for six years. Shepreviously... Read More →
avatar for Crystal Vogl

Crystal Vogl

Senior Vice President, Senior Public Finance Analyst, D.A. Davidson & CO.
Crystal has worked in Public Finance with D.A. Davidson & Co. since2000 and is located in our Great Falls Corporate Headquarters. Crystalspecializes in municipal transactions and analytical support for clients inMontana as well as throughout the Pacific Northwest. Crystal is a nativeof... Read More →
avatar for Courtney Ellis

Courtney Ellis

Partner, Dorsey & Whitney LLP
Courtney represents issuers, underwriters, and borrowers in a variety ofpublic finance transactions. She advises state and local government clientsregarding the range of financing tools available under state law, and acts asbond counsel on a wide range of revenue bond financings... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Master Student Activity Funds
Ready to ace next year's student activity funds? Curious about which funds go into the Student Activity Account? Want insider tips on best practices for internal controls? Join the Student Activities Committee for a dynamic session that will help you navigate the course without hitting any sand traps or water hazards!

Presenters
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan
avatar for Stacy Montgomery

Stacy Montgomery

Business Mgr/Clerk, Forsyth & Kircher
avatar for Carrie Fisher

Carrie Fisher

Director of Finance, Belgrade Schools
Carrie grew up in East Helena, attended high school in Helena and graduated with a business degree from Montana State University (Go Bobcats!). Carrie has been married to her wonderful husband Steve for 27 years. They have two children: Kyra, 26, and Zander, 24. Since 2002, Carrie... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Yellowstone Meeting Room

11:00am MDT

Medicaid Reimbursements for IEP Based Services provided in Montana Schools
Come learn about Medicaid reimbursements for students with eligible direct care services.  We will cover what services qualify and cover steps for submitting claims to DPHHS.  Bring your questions and prepare to learn something new!

Presenters
avatar for Lisa Waterman

Lisa Waterman

Medicaid Billing Program Manager, SSOM


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Pop Quiz
Join us for some friendly competition as we rack your brains with school finance questions. Win or lose, everyone is sure to learn something and have fun doing it.  


Presenters
avatar for Mike Waterman

Mike Waterman

Executive Director of Business and Operations, Bozeman Schools
avatar for Denise Williams

Denise Williams

Accounting Supervisor, Missoula County Public Schools
Over 30 years working in school finance at Kalispell Public Schools, East Helena Public Schools and Amsterdam School, MASBO, OPI and Gallatin County. Still going strong .  


Thursday June 13, 2024 11:00am - 12:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

School Business Official State Certification Testing
Certification tests(s) will be administered to those who have made previous arrangements with Marie Roach.

Thursday June 13, 2024 11:00am - 12:00pm MDT
Board Room

11:00am MDT

Show Me The Money: OPI Egrants Edition
During this session we will cover updated “rules” for drawing down funds, creating expenditure reports, applying for indirect costs, and understanding error messages. Participants should be prepared to ask questions and share winning strategies with colleagues.

Presenters
avatar for Catlin Clifford

Catlin Clifford

Lead Grant Accountant, OPI
Catlin Clifford is the lead grant accountant in the Centralized Service division for OPI. She started at The Montana Office of Public Instruction in July of 2020.Catlin started as a temporary accounting technician, completing reconciliation for procurement purchases, accounts payables... Read More →
avatar for Mindi Askelson

Mindi Askelson

Grants Management Systems Analyst, OPI
Mindi Federman Askelson is an E-Grants Systems Analysist in Centralized Services at the OPI. She graduated from the University of Montana School of Forestry in 1982 and received her M.Ed. from Eastern Montana College in 1992. Mindi spent over 28 years working in Higher Education... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1031

11:00am MDT

Teach Act
We will be presenting on the Teach Act (Teacher Incentive Program). How to know if your
school and your teachers qualify, how to enter your teachers into Infinite Campus, what to
expect from the OPI during the verification process, and how to remove your disqualified
teachers from participating. We will have time for questions from schools at the end and are
more than happy to try to answer all questions.

Presenters
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Technology budgeting: PUNT, PRETEND, or PLAN
Learn how to decrease stress, procure technology with confidence, and achieve district goals.

Presenters
avatar for Jeff Patterson

Jeff Patterson

President, K12 Montana Inc.
Jeff Patterson is President and CEO of K12 Montana Inc (k12mt.com), a technology leadership andsupport consulting firm in Great Falls helping schools, nonprofits and businesses reach their goalsthrough innovative and cost-effective uses of technology. Jeff and his team work hard every... Read More →



Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

11:00am MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Presenters
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 11:00am - 12:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

12:00pm MDT

Business Meeting Luncheon
Thursday June 13, 2024 12:00pm - 1:30pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

1:40pm MDT

Duties of the Board with MTSBA
What are the specific duties of the school board and the clerk to the board? Learn the best balance for board management and school administration. Q&A time may be available as the discussion unfolds. 

Presenters
avatar for Tony Koenig

Tony Koenig

Director of Legal Services, MTSBA
Tony Koenig serves as Director of Legal Services for the Montana School BoardsAssociation. In this position Tony provides legal advice and representation to memberschool districts, participates in the provision of educational opportunities for theleadership teams of member school... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Meal Counting & Claiming for Child Nutrition Programs
Sponsors participating in the Child Nutrition Programs must have accurate and reliable systems for counting meals served. We’ll discuss some requirements, such as: performing required edit checks, when/where to count meals, submitting claims for reimbursement, reimbursement rates, meal pricing, free and reduced meal benefit issuance, maximizing use of DCA, Medicaid eligibility, qualifying for CEP, how eligible students can qualify for the new Summer-EBT program, new non-congregate meal service options available to sponsors participating in the Summer Food Service Program (SFSP) and more. This overview is a deeper dive of some of the fundamentals involved with issuing program benefits to students and accurately counting/claiming meals.

Presenters
avatar for Allie Wolf

Allie Wolf

Data Analyst, OPI
Alie Wolf is a Data Analyst at the Montana Office of Public Instruction, School Nutrition Programs.  She works to improve program integrity and access to school meals.  She is a key member of the team that developed and continues to enhance the Direct Certification Application (DCA... Read More →
avatar for Rochelle Davies

Rochelle Davies

School Nutrition Program Specialist, OPI
Rochelle Davies is a Registered Dietitian Nutritionist and traveling Specialist for the Montana Office of Public Instruction School Nutrition Programs unit. She has enjoyed meeting hundreds of school nutrition professionals since starting in 2017, and frequently brags about the beautiful... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Medicaid Random Moment Training
Presenters
avatar for Laurie Nelson

Laurie Nelson

School Based Services Program Officer for Montana Medicaid, Health Resources Division of the Department of Public Health and Human Services (DPHHS)
Laurie Nelson works for the Health Resources Division of the Department of Public Health and Human Services (DPHHS) as the School Based Services Program Officer for Montana Medicaid. Within this role Laurie is responsible for managing the policy and procedures of Medicaid’s School... Read More →



Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

New Title IX School Requirements
Federal updates and strategies the Title IX coordinator can implement to keep up with compliance in k-12.

Presenters
avatar for Thomas Reynolds

Thomas Reynolds

Human Resources Director Title IX Coordinator, Belgrade Schools
HR Director for the Belgrade School District. I'm an HR nerd, and I have 12 years in HR, with a MS in HR Management and SHRM-CP certification.  I'm also on the board for the Gallatin Valley Human Resources Association.  Before HR, I was in the Infantry in the Army from 2003-2011... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

OPI Federal Programs
This session will be offered by Zach Hawkins, OPI Title I and Federal Programs Director, and
Serena Wright, OPI Title III Specialist. It is designed to assist clerks and school business
professionals in better understanding how to track, manage, and report Title and Federal funds
that their districts might receive. Specific topics will include Title programs and their objectives,
the e-grants system, and coding and reporting expenses and activities. Additional information
will be provided regarding school year timelines and deadlines as well as contact information for
relevant staff at the OPI.

Presenters
avatar for Zach Hawkins

Zach Hawkins

Title I/Federal Programs Director, OPI
Zach Hawkins has worked at the OPI since 2018. He served as the IndianEducation for All Director before assuming the role of Title I/Federal ProgramsDirector and Private School Ombudsman. Prior to joining the OPI, he workedin Federal college access programs for 12 years, most notably... Read More →
avatar for Serena Wright

Serena Wright

State Homeless Coordinator of Education, Title III and Title I, Part A Coordinator, and Family Engagement Specialist, OPI
Serena Wright is the State Homeless Coordinator of Education, Title III and Title I, Part ACoordinator, and Family Engagement Specialist at the Office of Public Instruction for the Stateof Montana.Throughout Serena’s entire 18+ years, teaching career, she worked with students who... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Presenting Budgets to Trustees
School finance is a massive subject and takes most of us a few years to get a handle on, right? And, public speaking is people’s biggest fear! Mix these together and you get a significant portion of our duties! We are going to discuss ways to help our volunteer school board members feel comfortable with adopting the budgets and help you master your game. This is geared more for New Clerks, but if you’re an old pro, come and share your wisdom.

Presenters
avatar for Lacey Porrovechhio

Lacey Porrovechhio

Business Mgr/Clerk, Bigfork Schools
Lacey grew up in the Flathead Valley (straight out of the canyon!) and now lives inBigfork with her husband and 3 sons. She has been the School Business Official atBigfork School District for ten years. She was the assistant business manager for 3years before that and is very thankful... Read More →



Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1031

1:40pm MDT

Teach Act
We will be presenting on the Teach Act (Teacher Incentive Program). How to know if your
school and your teachers qualify, how to enter your teachers into Infinite Campus, what to
expect from the OPI during the verification process, and how to remove your disqualified
teachers from participating. We will have time for questions from schools at the end and are
more than happy to try to answer all questions.

Presenters
avatar for Paul Taylor

Paul Taylor

Budget Analyst, Montana Office of Public Instruction
Paul Taylor works for the Office of Public Instruction as a Budget Analyst. His most sincere work interest is to provide the most accurate and beneficial service to the public schools of Montana
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Autumn Belmont

Autumn Belmont

Budget Anaylst, OPI
Autumn Belmont is a graduate of Boise State University where she received a Bachelor of Business Administration in Accounting and a Master of Science in Accountancy, Taxation. Autumn previously worked at the Department of Revenue for 3.5 years and has been working as a Budget Analyst... Read More →
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.
avatar for Laci Novark

Laci Novark

Budget Analyst, OPI
Ms. Novark joined the School Finance team in October of 2022. Laci has 10 years of experience working in the banking industry as well as 5 years of experience in Healthcare Finance. Laci was most recently a District Clerk for 6.5 years, where she learned the rewards of a career supporting... Read More →
avatar for Alivia Skeslien-Jenkins

Alivia Skeslien-Jenkins

Budget Analyst, OPI
Ms. Skeslien-Jenkins joined the School Finance team in July of 2023 as a Budget Analyst. Alivia graduated from North Dakota State University with a Bachelor’s in Business Administration. After five years in Fargo, ND, Alivia decided it was time to return to her Montana roots. She... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Yellowstone Meeting Room

1:40pm MDT

Traditional and Alternative Construction Delivery Options/Methods:
Learn about innovative construction opportunities that are not traditional bond/building options, including the pros and cons for each type of district. Stretch your building reserve dollars further and maximize your potential for your district.  

Presenters
avatar for Nick Pancheau

Nick Pancheau

President, Collaborative Design Architects
Raised in a small town in eastern Montana, Nick grew up working alongside his father in the trades. Construction was hard work, but also rewarding. It was through this experience that Nick began to understand how a vision can translate into drawings, and drawings transform into reality... Read More →
RB

Rich Batterman

Chief Legal Council for MCS and MREA, Batterman Law Offices, P.C.
Rich Batterman is the owner of Batterman Law Offices, P.C., a general practice law firm with offices in Baker, and Glendive, Montana. Few educators understand the value of an education attorney have experience as a County Attorney. For many years Rich served as the county attorney... Read More →
avatar for Larry Crowder

Larry Crowder

Executive Director, MREA and MCS
Larry is the current Executive Director of Montana Rural Education Association and Montana Cooperative Services.  He previously served for over 25 years as Superintendent of Culbertson Public Schools and 10 year as an administrator in Saco, Montana.  Larry graduated from Malta High... Read More →
MQ

Mark Qualman

President of QuEst Services Corporation
Mark Qualman, based in Billings, MT, US, is currently a President at QuEst Services Corporation.  QuEst Services Corporation has naturally evolved into a role of assisting and guiding Montana Rural School Districts in developing roadmaps that address the steps needed to build capital... Read More →
LF

Lora Finnicum

Business Mgr/Clerk, Culbertson Schools


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

1:40pm MDT

Wage & Hour
This workshop is comprised of general information to provide insight and clarification regarding Wage and Hour laws and their application to school districts.

Presenters
avatar for Karla Ivie

Karla Ivie

Compliance Specialist, Montana Department of Labor & Industry Employment Standards Division
I am a Compliance Specialist with the Department of Labor.  I have a bachelor's in forensic psychology and a master's in criminal justice.  I worked for the agency from 2010 through 2013 and, after a short career in the Department of Corrections, I returned to the agency in 2021... Read More →


Thursday June 13, 2024 1:40pm - 2:40pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

2:40pm MDT

Break & Visit Exhibitors
Thursday June 13, 2024 2:40pm - 3:00pm MDT
Convention Center 1223 Mullowney Ln, Billings, MT 59101

3:00pm MDT

FUN with FRAM
A look into FRAM and how IC can make this a smooth process for districts to use, report, and claim those funds - we'll show you the BEST way to import Direct Cert Medicaid and FRAM eligibilities along with a peak into Online FRAM applications!

Presenters
avatar for Tamara Blanchard

Tamara Blanchard

Certified Training & Support, Infinite Campus
I live in Frenchtown Montana, have certifications in Infinite Campus Support, Training, Implementation. I work forSchool Services of Montana which is A Non Profit Educational Support Services Organization out of Bozeman.My first 15 years of Educational Support Positions were done... Read More →
avatar for Mary Anne Skinner

Mary Anne Skinner

Director of Infinite Campus Support Services, School Services of Montana
Mary Anne Skinner is an Infinite Campus Certified Trainer and Implementation Manager with School Services of MT. As the Director of Infinite Campus Support Services, she enjoys onsite & virtual trainings across the state along with getting to know the amazing staff members of each... Read More →



Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1018 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

HB203 Tuition
Overview of the tuition process and HB203 from the 2023 legislative session.

Presenters
avatar for Barbara Quinn

Barbara Quinn

Senior Manager, OPI
Ms. Quinn graduated from Montana State University with a Bachelor of Science in Accounting and was licensed as a Certified Public Accountant in 1998. She has been with the OPI since 2017 and in School Finance since May 2021 as the School Finance Senior Manager.
avatar for Andrea Mohammadi

Andrea Mohammadi

Business Anaylst, OPI
Ms. Mohammadi is a graduate of Old Dominion University in Virginia with a Bachelor of Science in MIS and Administrative Management. Andrea worked as a District Clerk/Business Manager in Montana for 6 years before coming to OPI.


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Missouri Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Master Student Activity Funds
Ready to ace next year's student activity funds? Curious about which funds go into the Student Activity Account? Want insider tips on best practices for internal controls? Join the Student Activities Committee for a dynamic session that will help you navigate the course without hitting any sand traps or water hazards!

Presenters
avatar for TJ Harold-Marmon

TJ Harold-Marmon

Business Mgr/Clerk, Ronan
avatar for Stacy Montgomery

Stacy Montgomery

Business Mgr/Clerk, Forsyth & Kircher
avatar for Carrie Fisher

Carrie Fisher

Director of Finance, Belgrade Schools
Carrie grew up in East Helena, attended high school in Helena and graduated with a business degree from Montana State University (Go Bobcats!). Carrie has been married to her wonderful husband Steve for 27 years. They have two children: Kyra, 26, and Zander, 24. Since 2002, Carrie... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Ballroom Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Medicaid Random Moment Training
Presenters
avatar for Laurie Nelson

Laurie Nelson

School Based Services Program Officer for Montana Medicaid, Health Resources Division of the Department of Public Health and Human Services (DPHHS)
Laurie Nelson works for the Health Resources Division of the Department of Public Health and Human Services (DPHHS) as the School Based Services Program Officer for Montana Medicaid. Within this role Laurie is responsible for managing the policy and procedures of Medicaid’s School... Read More →



Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1010 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

OPI Federal Programs
This session will be offered by Zach Hawkins, OPI Title I and Federal Programs Director, and
Serena Wright, OPI Title III Specialist. It is designed to assist clerks and school business
professionals in better understanding how to track, manage, and report Title and Federal funds
that their districts might receive. Specific topics will include Title programs and their objectives,
the e-grants system, and coding and reporting expenses and activities. Additional information
will be provided regarding school year timelines and deadlines as well as contact information for
relevant staff at the OPI.

Presenters
avatar for Zach Hawkins

Zach Hawkins

Title I/Federal Programs Director, OPI
Zach Hawkins has worked at the OPI since 2018. He served as the IndianEducation for All Director before assuming the role of Title I/Federal ProgramsDirector and Private School Ombudsman. Prior to joining the OPI, he workedin Federal college access programs for 12 years, most notably... Read More →
avatar for Serena Wright

Serena Wright

State Homeless Coordinator of Education, Title III and Title I, Part A Coordinator, and Family Engagement Specialist, OPI
Serena Wright is the State Homeless Coordinator of Education, Title III and Title I, Part ACoordinator, and Family Engagement Specialist at the Office of Public Instruction for the Stateof Montana.Throughout Serena’s entire 18+ years, teaching career, she worked with students who... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Yellowstone Meeting Room

3:00pm MDT

Preparing for a Dept. of Labor Inspection?
The MT Department of Labor is continuing to inspect Montana schools. The MSPLIP has a webpage with tools that can be immediately implemented to help our clients schools address a wide range of topics. These tools will help our clients implement and maintain a safe and compliant educational environment. The topics also serve to address many of the exceptions that have been noted in DOL audits.

Presenters
avatar for Brodie Loushin

Brodie Loushin

Senior Risk Control Specialist, MSPLIP
Brodie is a graduate of Montana Tech of The University of Montana’s Occupational Safety and Health Program. He also received his Masters Degree in Industrial Hygiene 2009. In addition, Brodie holds certifications from the Occupational Safety and Health Administration (OSHA) in the... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1009 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

School Nutrition Programs 101
Get ready for a fast-paced overview of the School Nutrition Programs. This class is perfect for new(er) clerks and business officials that want to gain perspective of what SNP covers. Attendees will learn the basic requirements to successfully operate School Nutrition Programs, where to find helpful resources to keep your district on track, how to prepare for an Administrative Review, requirements to maintaining your district’s fund-12 account, best practices with determining free and reduced meal eligibility through the certification and benefit issuance process, how to maximize use of the Direct Certification Application (DCA) system to save time and resources, qualify for CEP and issue Summer-EBT benefits to eligible students. Presented by Rochelle Davies,  RDN, LN, SNS, Specialist, School Nutrition Programs, Montana Office of Public Instruction and Alie Wolf, Data Analyst, School Nutritions Programs, Montana Office of Public Instruction.

Presenters
avatar for Allie Wolf

Allie Wolf

Data Analyst, OPI
Alie Wolf is a Data Analyst at the Montana Office of Public Instruction, School Nutrition Programs.  She works to improve program integrity and access to school meals.  She is a key member of the team that developed and continues to enhance the Direct Certification Application (DCA... Read More →
avatar for Rochelle Davies

Rochelle Davies

School Nutrition Program Specialist, OPI
Rochelle Davies is a Registered Dietitian Nutritionist and traveling Specialist for the Montana Office of Public Instruction School Nutrition Programs unit. She has enjoyed meeting hundreds of school nutrition professionals since starting in 2017, and frequently brags about the beautiful... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1031

3:00pm MDT

School Policy Management with MTSBA
This session will provide attendees with best practices to maximize their district’s use of the MTSBA District Policy hosting platform established in partnership with Simbli. The new policy hosting platform addresses necessary needs for school districts and their community stakeholders which include making policies searchable, integrated and ADA compliant on any device; streamlined editing and printing options; and hosted on a customized website to match the format of the district’s current website. Learn more about the final stages of the conversion process and functionality options with this exciting new platform. In addition, learn from a school district who has embraced Simbli's Meetings platform to transform board meetings by making them more efficient and paperless. Learn how policies easily integrate into board meetings when the two platforms are used together. Policies, meeting agendas, board packet information, and minutes-- all in one place! 

Presenters
avatar for Kris Goss

Kris Goss

Director of Policy Services, Senior Counsel, MTSBA
Kris Goss serves as Director of Policy Services and Senior Counsel with the MontanaSchool Boards Association. Kris assists public school districts in implementingaccessible policies to ensure effective school governance and represents the interestsof member public school districts.Kris... Read More →


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1001 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

3:00pm MDT

Traditional and Alternative Construction Delivery Options/Methods:
Learn about innovative construction opportunities that are not traditional bond/building options, including the pros and cons for each type of district. Stretch your building reserve dollars further and maximize your potential for your district.   

Presenters
avatar for Nick Pancheau

Nick Pancheau

President, Collaborative Design Architects
Raised in a small town in eastern Montana, Nick grew up working alongside his father in the trades. Construction was hard work, but also rewarding. It was through this experience that Nick began to understand how a vision can translate into drawings, and drawings transform into reality... Read More →
RB

Rich Batterman

Chief Legal Council for MCS and MREA, Batterman Law Offices, P.C.
Rich Batterman is the owner of Batterman Law Offices, P.C., a general practice law firm with offices in Baker, and Glendive, Montana. Few educators understand the value of an education attorney have experience as a County Attorney. For many years Rich served as the county attorney... Read More →
avatar for Larry Crowder

Larry Crowder

Executive Director, MREA and MCS
Larry is the current Executive Director of Montana Rural Education Association and Montana Cooperative Services.  He previously served for over 25 years as Superintendent of Culbertson Public Schools and 10 year as an administrator in Saco, Montana.  Larry graduated from Malta High... Read More →
MQ

Mark Qualman

President of QuEst Services Corporation
Mark Qualman, based in Billings, MT, US, is currently a President at QuEst Services Corporation.  QuEst Services Corporation has naturally evolved into a role of assisting and guiding Montana Rural School Districts in developing roadmaps that address the steps needed to build capital... Read More →
LF

Lora Finnicum

Business Mgr/Clerk, Culbertson Schools


Thursday June 13, 2024 3:00pm - 4:00pm MDT
Parlor 1019 Meeting Room 1223 Mullowney Ln, Billings, MT 59101, USA

5:00pm MDT

Dinner
Thursday June 13, 2024 5:00pm - 6:00pm MDT
Outdoor Courtyard

6:00pm MDT

Master Your Game
Thursday June 13, 2024 6:00pm - 9:00pm MDT
Outdoor Courtyard
 
Friday, June 14
 

7:30am MDT

Breakfast
Friday June 14, 2024 7:30am - 8:30am MDT
Yellowstone Meeting Room

8:30am MDT

MTSBA School Law
An update on the latest issues in School Law with question and answer time. Presented by Andrew Vigeland, 

Presenters
avatar for Andrew Vigeland

Andrew Vigeland

Director of Human Resources, MTSBA
Andrew Vigeland serves as Director of Human Resources at the MontanaSchool Boards Association. Prior to joining the association in2017, Vigeland worked as a prosecutor with the CascadeCounty Attorneys Office in Great Falls, Public Defender in Butte, Montana,and legal assistant and... Read More →


Friday June 14, 2024 8:30am - 10:00am MDT
Yellowstone Meeting Room

10:00am MDT

Break
Friday June 14, 2024 10:00am - 10:15am MDT
Yellowstone Meeting Room

10:15am MDT

Closing Session & Prize Giveaway
Friday June 14, 2024 10:15am - 11:00am MDT
Yellowstone Meeting Room
 
Filter sessions
Apply filters to sessions.