2024 MASBO Summer Conference: Full Schedule

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

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

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 →

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 →

AIM Money Monday (1) pdf

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

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

Nicole Thuotte

AIM Unit Manager, OPI

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

8:30am MDT

Tyler User Group: School ERP Pro User Group Meeting

Presenters

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 →

tyler agenda pdf

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

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

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 →

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 →

Records Retention pdf

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

3:00pm MDT

Cleaning Out That Old Filing Cabinet in the Closet – Montana’s Record Retention Laws

Presenters

Jeff Weldon

Attorney and Counselor at Law, Felt Martin PC

Records Retention pdf

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

4:30pm MDT

Hat Burning

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

8:30am MDT

SUBSTITUTION: Board Meeting Antics

Join us for a board meeting at Shenanigans School District, where you never know what will happen. Help the board know where they went wrong.

Presenters

Shelley Turner

Executive Director, MASBO

Donnie McVee

Interim Services/Professional Development Coordinator, MASBO

Shay Baize

Interim Services/Professional Development Coordinator, MASBO

My name is Shay Baize and I am thrilled to join the MASBO team! I have been a Business Manager for 12 years and loved every minute of it. Over the years in “the biz” I have met some amazing people and formed some very strong bonds. Although my former school district still holds... Read More →

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

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

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 →

Presenting Budgets to Trustees pdf

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

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

TJ Harold-Marmon

Business Mgr/Clerk, Ronan

TJ has been with the Ronan School District since June of 2015. Before that, she was an auditor for a local bank. She lives with her husband and two daughters in Dixon, MT where her husband ranches and the daughters keep things running smoothly (Or hinder operations depending on the... Read More →

Stacy Montgomery

Forsyth &amp;amp; Kircher

Stacy has been a school business manager for Forsyth Public Schools for 5 years and Kircher School District for 8 years . Stacy is married to her husband Keeley. Together they have three children, two grandchildren, and one amazing dog Schatzie!!. She enjoys fishing, camping... Read More →

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 →

Mastering Student Activities pdf

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

1:40pm MDT

OPI 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

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

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.

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 →

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.

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 →

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 →

OPI Teach Act pptx

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

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

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 →

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

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

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 →

School Law Update MTSBA pdf

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