2024 MASBO Summer Conference: Full Schedule

Welcome to the MASBO Summer Conference! We’re glad you’re here!

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

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 →

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

9:40am MDT

Bid Law and Purchasing with Montana Cooperative Services

Presenters

Rich Batterman

Chief Legal Council for MCS and MREA, Batterman Law Offices, P.C.

Larry Crowder

Executive Director, MREA and MCS

Wednesday June 12, 2024 9:40am - 10:40am MDT
Parlor 1018 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

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 →

Audit Presentation WIPFLI pdf

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

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

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 →

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 →

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 →

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 →

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 →

Improving School Facilities pdf

Wednesday June 12, 2024 3:00pm - 4:00pm MDT
Parlor 1018 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

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

9:40am MDT

C&C School Accounting Software User Group

Meeting for users of C & C School Accounting Software.

Presenters

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

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

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 →

wage and hour presentation pdf

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

1:40pm MDT

Medicaid Random Moment Training

Presenters

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 →

Random Moments Medicaid Administrative Claiming pdf

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

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

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 →

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 →

Fun with FRAM pptx

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