IASBO InterCom November 2016 - 1

Office of Executive DirectorOne N. Capitol, Suite 1215

Indianapolis, IN 46204(317) 639-3586 x106FAX (317) 639-4360

E-mail: dcosterison@indiana-asbo.orgwww.indiana-asbo.org

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The Indiana Association of School Business Officials delivers programs and services to the membership for the purpose of advancing Indiana public education and the profession of school business management.

MissionStatement

As the Thanksgiving season approaches I think back on the celebrations we had at my house as a child. I’m one of seven children, so when you add our parents, we always took up a lot of space! We usually had aunts and uncles join us for dinner as well. We had to set up a ping pong table to seat all of us together!

Thanksgiving and Christmas dinners were the two meals a year that my dad would prepare a turkey, special stuffing, and giblet gravy. I remember breaking the bread the night before to prepare the stuffing. Dad had his own secret recipe for stuffing that eventually he gave to me, but only after “I was old enough to appreciate it”, so he said. Don’t ask me for the recipe, because I’m not spilling that secret! With so many of us, we always had to have a turkey that was about 25 pounds. We would stuff it the night before and get up about 4:00 am to put it in the oven. We would have to baste it periodi-cally until it was a nice golden brown………I think I can smell it cook-ing now! In the morning, while the turkey was cooking, we would boil the giblets (heart, liver, and whatever that other stuff was in the little bag that comes inside the turkey) to make the gravy. Now, it takes a special touch to get the gravy just right; a special twist of the wrist. Even now, I struggle each year to get the right consistency. It seems Dad always got it right. Meanwhile, Mom was busy making everything that goes with a Thanksgiving dinner..….mashed potatoes, rutabagas, stuffed celery, cranberry sauce, pumpkin pie, and other items too numerous to mention. These are such fond memories that I treasure every day.

Articles of Interest . . .President’s Message ................................. 1-2From Denny’s Desk ......................................4IASBO 2016-17 Calendar ......................... 6-7IASBO New Members .................................8Legislative Process Seminar .................. 9-10

Business Office 201 Seminar ................ 12-13School Finance Seminar ...................... 14-15Business Associates................................ 16-19IASBO Sponsors ........................................20

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President’s Message

Weedie Smith,IASBO President

continued on page 2

2 - IASBO InterCom November 2016

IASBO OFFICERS ANDBOARD OF DIRECTORS 2015-2016

President Weedie Smith, Decatur CountyPresident-Elect Ted Zembala, hobartVice President Kevin Scott, ElkhartTreasurer Scott Bowling, CrawfordsvilleRegional Directors Terms Ends June, 2017 Stephanie Pittman, Bremen Lana Crum, Tippecanoe Jennifer McCormick, Yorktown Chad Blacklock, Franklin Twp. Fred McWhorter, New Albany- Floyd County Term Ends June, 2018 Kelley Kitchen, New Prairie Cathy Phillip, Lakeland Stanley hall, Peru Carla Gambill, Linton-Stockton Rick Allen, Southeast Dubois

Past President Joe Licata, MSD of Washington Twp.

Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol

Member Services Administrator Ella Adamson

Professional Development Coordinator Cynthia Kattau

Executive Director Dennis Costerison, RSBO

Office of Executive DirectorOne North Capitol, Suite 1215Indianapolis, Indiana 46204

(317) 639-3586 FAX: (317) 639-4360E-mail: dcosterison@indiana-asbo.org

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

President’s Message . . . continued from page 1

I was recently in an IASBO Leadership Academy session with pre-senter Tim Cusack. During this session we discussed things for which we are thankful. My first thought was my family. I’m eternally thank-ful for the love and support my husband and daughters provide daily as I venture out to face new challenges. As we shared our thoughts in small groups, someone said they were thankful for their health, as they had gone through a battle recently. Another had lost a loved one and was feeling very alone right at the time the Leadership Academy was to start; he is very thankful for his work family. Someone else treasures the time spent watching his children grow. Yet another person had lost a parent and was feeling a bit lonely. As each of these friends told what they were thankful for, and we all teared up, I was saying, “Yes, me too!” I’m thankful for my family, and my health, my work family, my IASBO family, being able to watch my children grow into young adults, and I treasure the memories of time spent with my parents. As we went around the room and others shared, we continued to find com-mon things that we are thankful for. It just so happens that Tim Cusack wrote a book, Me Too, Extraordinary Everyday Stories that Connect Us. This book takes you through life experiences that we all share; laughing until you cry, feeling awkward or embarrassed, learning a profound les-son from a child and many more. It makes me realize the many things we share that we are thankful for and are finally old enough to appreci-ate. I hope each of you has the opportunity to make memories over the Thanksgiving holiday that you treasure for years to come.

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IASBO InterCom November 2016 - 3

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Did you wake up the morning after the November 8 elections surprised? I bet there are a lot of pollsters looking for new jobs be-cause their predictions were really off. The various races in Indiana were basically done by 10:30 p.m. on election night. Even though he was down in the polls, Eric Hol-comb easily defeated John Gregg to be our new governor next year. The Democrats in the House had hoped to win enough seats to eliminate the super majority. That did not happen. The House for the upcoming session will have 70 Republicans and 30 Democrats. The Democrats needed gain five seats to end the super majority, and they gained only one. In the Senate, the Republicans gained one seat and the count for next year will be 41 Republicans and 9 Democrats. So, the super majori-ties will continue in both houses.

For State Superintendent of Public Instruction, Jennifer Mc-

Cormick easily defeated Glenda Ritz. Again, the polls showed Jennifer trailing Glenda by a significant margin just before the election. Jennifer, Superinten-dent for the Yorktown Community Schools, is an IASBO member and is currently the IASBO Region 6 Director. IASBO thanks Glenda Ritz for her efforts on behalf of the public school students these past four years, and congratulates our own Jennifer McCormick for her victory. She is now work-ing on her transition team and getting ready to start her term as the leader of public education in January. Indiana ASBO is looking forward to working with Jennifer these next four years.

I have had several meetings with key legislators and fiscal staffers in the past few weeks get-ting ready for the 2017 General Assembly. Being a budget year, 2017 will be very important to Indiana ASBO and our members.

The IASBO Legislative Commit-tee has met and will recommend the 2017 legislative resolutions to the IASBO Board of Directors on December 2. The new resolutions will be included in the December issue of the InterCom.

The Republicans will control all of the state-wide offices and the General Assembly when the new members are sworn in after the first of the year. I have always said that whoever is in the State House we will work with. Many of the key legislative players are still there as well as the fiscal staff-ers from past years. Now we wait to see what the education agenda is for Governor-Elect Holcomb and the Republicans in the Gener-al Assembly. Indiana ASBO will continue to monitor the activities in the State House and report back to the membership.

As IASBO President Weedie Smith said so well in her article this month, memories of Thanks-giving dinners and activities are so important. I have those memories from my childhood, and now we are making them with our children and grandchildren. Keep those memories flowing, and always be thankful for all of the blessings we have in this life. Have a terrific and safe Thanksgiving holiday!

“A leader is one who knows the way, goes the way, and shows the way.”

John Maxwell

from Denny’s DeskDennis Costerison, IASBO Executive Director

IASBO InterCom November 2016 - 5

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November, 2016 November 24-25 Thanksgiving

November 30 Understanding the Legislative Process Seminar Embassy Suites Downtown, Indianapolis

December, 2016 December 1 B150 Budgeting for School Operations Certification Course The Palms, Plainfield

December 2 IASBO Board of Directors Meeting hilton Garden Inn Airport, Indianapolis

December 4-6 IAPSS Annual Meeting hyatt Regency, Indianapolis

December 6 Business Office 201 Seminar The Palms, Plainfield

December 9 ISBA School Law Seminar The Palms, Plainfield

December 13 School Finance Seminar The Palms, Plainfield

December 25 Christmas

January, 2017 January 1 New Year’s Day

January 25 IAPSS Winter Seminar The Palms, Plainfield February, 2017 February 16-18 ASBO International Executive Leadership Forum Miami, FL

February 23 IAPSS / ISBA Collective Bargaining Seminar TBD

March, 2017 March 2-3 Treasurer Workshop – Days 1 & 2 MSD of Warren Twp., Education & Community Center, Indianapolis

March 2-5 AASA National Education Conference New Orleans, LA

2016-17 Indiana ASBOProfessional Development Calendar

March 7-8 Spring Institute Certification Courses The Palms, Plainfield -HR111 Benefits Administration -HR113 Payroll Administration -HR210 Human Resources Administration -HR216 Group Unemployment Insurance

March 9 B110 Budgeting Basics for School Business Officials Certification Course The Palms, Plainfield

March 10 IASBO Board of Directors Meeting hilton Garden Inn Airport, Indianapolis

March 16-17 IASBO Leadership Academy Marriott North, Indianapolis

March 21 IASBO / CoSN Technology Seminar The Palms, Plainfleld

March 22 School Nutrition Seminar The Palms, Plainfield

March 23-24 Budget Workshop – Days 1 & 2 MSD of Warren Twp., Education & Community Center, Indianapolis

March 25-27 NSBA Annual Conference Denver, CO

April, 2017 April 11 Certification Courses The Palms, Plainfield -BG110 Emergency Preparedness Management -BG115 Custodial Operations April 11-12 Treasurer Workshop – Days 3 & 4 MSD of Warren Twp., Education & Community Center, Indianapolis

April 14 Good Friday

April 18 Extracurricular Accounting Purchasing The Palms, Plainfield

April 20-21 IASBO Leadership Academy Marriott North, Indianapolis

April 26 IAPSS Spring Seminar The Palms, Plainfield

continued on page 7

IASBO InterCom November 2016 - 7

2016-17 Indiana ASBOProfessional Development Calendar

April 27-28 Budget Workshop – Days 3 & 4 MSD of Warren Twp., Education & Community Center, Indianapolis

May, 2017 May 10-12 IASBO Annual Meeting Grand Wayne Center, Ft. Wayne

May 10 Certification Courses -A114 Accrual Accounting -ADM112 School Law & Administrative Rules - Advanced -ADM118 Food & Nutrition Administration

May 29 Memorial Day

June, 2017 June 1-2 IASBO Board of Directors Leadership Conference/Board Meeting I.U. Memorial Union, Bloomington

June 6-7 Summer Institute – Certification Courses TBD -ADM111 School Law & Administrative Rules - Basic -HR114 Collective Bargaining Strategy & Law -ADM113 Public Works Law & Administration -ADM114 Construction Finance

June 9 ISBA School Law Seminar TBD

June 14 Joint Budget / Finance Seminar - ISBA / IAPSS / IASBO TBD

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8 - IASBO InterCom November 2016

IASBO New Members Region 1MArShA LYNN FrEYCompliance OfficerHammond

Region 2STEFANIE BELLPayroll SpecialistMishawaka

ANDrIA BUrkUSDirector of Human ResourcesConcord

Region 3WILLIAM STITTSuperintendentFremont

Region 5JASON GAUNTDirector of Technology SystemsKokomo

rYAN MCCLUrEAssistant PrincipalPeru

MEGAN MCCONNELLDirector of Educational TechnologyKokomo

Region 6BrIAN LANDMaintenance DirectorDecatur County

Region 7ArNOLD CALDWELLMaintenance DirectorRichland Bean Blossom

Region 8CAMMY hOFFMANAssistant Deputy TreasurerFranklin

STACIE NEUhAUSPurchasing AgentIndianapolis

BrIDGETTE rOBINSONDirector of Federal & Special ProgramsIndianapolis

NICOLE SOWDErAccounting AssistantFranklin Township

COUrTNEY WArrICkHR SpecialistSouthern Hancock

Region 9JUDY BUEChErTExecutive DirectorSouthern Indiana Education Center

IASBO InterCom November 2016 - 9

UNDERSTANDING THE LEGISLATIVE PROCESS

SEMINAR

November 30, 2016

Embassy Suites Downtown 110 W Washington St., Indianapolis, IN 46204

8:30 a.m. Registration 9:00 a.m. The Legislative Process Dennis Costerison, IASBO Executive Director

How a Bill Becomes Law or “Watching Sausage Being Made”

How to Approach a Legislator and Get Your Points Across

How to Keep Informed Who Are the Players? 20 Bullets of Lobbying

10:15 a.m. Break 10:30 a.m. Continuation of The Legislative Process 11:00 a.m. The Impact of the 2016 Elections on the 2017 General Assembly Dennis Costerison, IASBO Executive Director

The Aftermath of Organizational Day IASBO Legislative Resolutions

Noon Lunch 1:00 p.m. Tour of the State Capitol (Participants will tour all four floors of the State House including legislative offices, committee rooms, galleries, House and Senate Chambers,

and Denny’s hiding places.) 3:00 p.m. Adjournment

10 - IASBO InterCom November 2016

Enclosed is a check Please bill the corporation PO# ___________________________

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Please return this form via email, mail or fax to IASBO at:

ckattau@indiana-asbo.org

One N. Capitol Ave., Suite 1215Indianapolis, IN 46204-2095

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by November 21, 2016

IASBO Registration Form

UNDERSTANDING THE LEGISLATIVE PROCESSNovember 30, 2016

Embassy Suites, Downtown Indianapolis

Corporation: _______________________________________________________________________

To receive the ‘Early Bird’ discount, registrations must be received in the IASBO office by 4:00pm on November 21, 2016

Registration Fees: Members - $130.00 through November 21, 2016 & $155.00 thereafter. Non-Members - $170.00 through November 21, 2016, 2016 & $195.00 thereafter.

Dietary Restriction: ___________________________________________________________

Please note that a booklet will be provided for this IASBO Seminar so attendees should not bring laptops or other devices to carry with them during the tour of the Capitol.

IASBO InterCom November 2016 - 11

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12 - IASBO InterCom November 2016

BUSINESS OFFICE 201 SEMINAR

December 6, 2016

The Palms, Plainfield, IN

8:30 a.m. Registration 9:00 a.m. Monthly Tasks – Reimbursements, Reports, and Balancing

Vicki Andrews, Treasurer, Southern Wells CS & Karen Zackfia, Director of Business & Finance, North Newton SC

10:30 a.m. Break 10:45 a.m. Year End Procedures – Fiscal and Calendar Cindy Navarra, Director of Finance, Greensburg Community Schools 12:00 p.m. Lunch 1:00 p.m. Year End and Beyond Amanda Brackett, Chief Financial Officer, Tippecanoe SC 3:30 p.m. Adjournment (Evaluations & Forms)

IASBO InterCom November 2016 - 13

Enclosed is a check Please bill the corporation PO# ___________________________

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Please return this form via email, mail or fax to IASBO at:

ckattau@indiana-asbo.org

One N. Capitol Ave., Suite 1215Indianapolis, IN 46204-2095

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by November 23, 2016

IASBO Registration Form

BUSINESS OFFICE 201 SEMINAR December 6, 2016

The Palms, 2353 E. Perry Road, Plainfield IN

Corporation: _______________________________________________________________________

To receive the ‘Early Bird’ discount, registrations must be received in the IASBO office by 4:00pm on November 23, 2016

Registration Fees: Members - $130.00 through November 23, 2016 & $155.00 thereafter. Non-Members - $170.00 through November 23, 2016 & $195.00 thereafter.

Dietary Restriction: ___________________________________________________________

14 - IASBO InterCom November 2016

School Finance Seminar

December 13 @ 9:00 am - 4:00 pm The Palms Conference Center, 2353 E. Perry Road, Plainfield

Indiana ASBO will sponsor our annual School Finance Seminar on December 13 at The Palms in Plainfield. IASBO is pleased to announce that State Superintendent of Public Instruction-Elect Jennifer McCormick will be speaking at the seminar. Dr. Larry DeBoer will present a review of the state’s economic position including the latest information on the agricultural land assessed valuation issue. Other topics will include an analysis of the protected taxes/circuit breaker issue; statewide audit issues; a look back on the 2016 election and the state implications; and, an IASBO legislative update. The agenda for December 13 is as follows:

8:30 a.m. Registration

9:00 a.m. Welcome

9:10 a.m. State Economic Review and Agricultural AV Update Dr. Larry DeBoer, Professor of Agricultural Economics, Purdue University

10:30 a.m. Break

10:45 a.m. Circuit Breaker/Protected Taxes Update and Analysis: A Panel Discussion Panel: Chad Blacklock, Chief Financial Officer, Franklin Township Community School Corporation; Bill Mallers, Business Manager, Northwest Allen County Schools; Dr. Brian Harmon, Superintendent, North Gibson School Corporation

12:00 p.m. Lunch

1:00 p.m. The New Direction for the Indiana Department of Education Dr. Jennifer McCormick, State Superintendent of Public Instruction-Elect

2:00 p.m. Statewide Audit Issues Joe Licata, Chief Business Officer, MSD Washington Township; Mike Shafer, Chief Financial Officer, Zionsville Community School Corporation, and Dennis Tackitt, Chief Financial Officer, MSD of Wayne Township

3:00 p.m. Analysis of 2016 Election John Ketzenberger, President, Indiana Fiscal Policy Institute

3:30 p.m. IASBO Legislative Update Dennis Costerison, IASBO Executive Director

IASBO InterCom November 2016 - 15

Enclosed is a check Please bill the corporation PO# ___________________________

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Name: Email Address Member Non Member

PositionTitle:

Please return this form via email, mail or fax to IASBO at:

ckattau@indiana-asbo.org

One N. Capitol Ave., Suite 1215Indianapolis, IN 46204-2095

317-639-4360 (fax)

To receive a refund, cancellation must be received in writing by December 2, 2016

IASBO Registration Form

SCHOOL FINANCE SEMINAR December 13, 2016

The Palms, 2353 E. Perry Road, Plainfield IN

Corporation: _______________________________________________________________________

To receive the ‘Early Bird’ discount, registrations must be received in the IASBO officeby 4:00 pm on December 2, 2016

Registration Fees: Members - $130.00 through December 2, 2016 & $155.00 thereafter. Non-Members - $170.00 through December 2, 2016 & $195.00 thereafter.

Dietary Restriction: ___________________________________________________________

16 - IASBO InterCom November 2016

IASBO Business Associate MembersABM Education ServicesGabe Garner5725 West Minnesota StreetIndianapolis, IN 46241(317) 697-4418 gabe.garner@abm.comhttp://www.abm.comCustodial, Landscape & Grounds, HVAC &Mechanical, Electrical & Lighting, Energy, Facilities Engineering, and Parking & Transportation

Acorn, powered by RycorEric Vance18719 Oxbow Drive Marengo, IL 60152(815) 596-9099eric.vance@rycorsoftware.comhttp://www.rycorsoftware.comSchool Fee management software AND modern Online Payment Portal for Parents

Administrator AssistanceSteven R. Wittenauer116 W 7th StreetBrookston, IN 47923(765) 418-5727stevewittenauer@gmail.comhttp://www.administratorassistance.comWe help school corporations solve problems.

AdTec, Inc.Charlie HobbsPO Box 97Centerville, IN 47330(765) 855-1612charlie@adtecerate.comhttp://www.admtec.comConsulting services for E-rate and Capital Assets inventory.

American Fidelity Kim Pugliese8770 Guion Road, Suite R Indianapolis IN 46268(317) 871-2480 x104Kimberly.Pugliese@AF-group.comhttp://www.afadvantage.comSection 125 administration, dependent audit verification, 403(b), group & voluntary products.

AssuredPartners of IndianaRob Stiehl10401 N Meridian St., Ste. 300 Indianapolis, IN 46290(317) 595-7363rstiehl@assuredptrin.com http://www.assuredptrin.comRisk Management and Employee Benefit Consulting Service Provider with Specialization in Public Schools

AXA EquitableRobert W. Turner9465 Counselors Row, Ste 120Indianapolis, IN 46240(317) 558-3602robert.turner@axa-advisors.comhttp://www.axa-equitable.comEducating educators on financial matters: 403(b), ROTH, investments, pension, retirement, life insurance, organizing personal finances.

Bank of New York Mellon Trust Co., N.A., TheBob Kocher300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) 637-7777Robert.Kocher@bnymellon.comhttp://www.bnycorptrust.comA leading provider of bond trustee, paying agent and investment services for school corporations.

Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) 231-7753jqualkin@btlaw.comhttp://www.btlaw.comProviding legal and bond services to school corporations throughout Indiana.

Barton-Coe-Vilamaa Architects & Engineers, Inc.Brian Bohlender225 Airport North Office ParkFort Wayne, IN 46825(260) 489-9079bohlender@bartoncoevilamaa.comhttp://www.BartonCoeVilamaa.comSince 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.

Biddergy.comEd Ouellete1919 E. Kilgore Service RoadKalamazoo, MI 49001(866) 260-1611eouellette@biddergy.comhttp://www.biddergy.com“Turn-key” onsite online auction services for surplus assets or complete building closures.

BMO Harris BankKatie Aeschliman135 N Pennsylvania St., 9th FloorIndianapolis, IN 46204(317) 269-1376katherine.aeschliman@bmo.comhttp://www.HarrisBank.comBMO Harris Bank provides banking & financial solutions to government, education & non-for-profit organizations.

Bookkeeping Plus, Inc.Beth A. Marsh232 E. McClarnon DriveGreenfield, IN 46140(317) 462-2049bethm@bookplusinc.comhttp://www.BookPlusInc.comAccounting

Bose McKinney & Evans LLPJames Hamilton111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) 684-5000jhamilton@boselaw.comhttp://www.boselaw.comEducation Legal Services

Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) 664-7400mgalliher@boycesystems.comhttp://www.boycesystems.com“Komputrol” financial software, “K-Time” time keeping application, on line paystub and business forms printing.

Church Church Hittle & AntrimAndrew MannaTwo North Ninth StreetPO Box 10Noblesville, IN 46061(317) 773-2190andrew@cchalaw.comhttp://www.cchalaw.comLegal Services

City Securities CorporationLinda Matkowski30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) 808-7102lmatkowski@citysecurities.comhttp://www.citysecurities.comIndiana’s largest independently owned investment banking firm specializing in financial consulting and bond underwriting.

Coffman Financial GroupJoseph H, Coffman7800 Shelby Street, Suite 9Indianapolis, IN 46227317-885-8111josephcoffman@sagepointadvisor.comhttp://www.coffmanfinancialgroup.comWe are independent financial advisors committed to helping people pursue their financial goals!

Colonial LifeMr. Jackie Keller4030 South Meridian Street, Suite CIndianapolis, IN 46217(317) 324-8195 jackie.keller@colonialLife.comhttp://www.colonialLife.comVoluntary Insurance Products & Enrollment/Educational Services

CSO ArchitectsRosemary Rehak8831 Keystone CrossingIndianapolis, IN 46240(317) 848-7800rrehak@csoinc.nethttp://www.csoinc.netDesign for state-of-the art 21st century educational facilities renovation or new construction.s

Deem, LLCTom Zupancic6831 East 32nd Street, Suite 200Indianapolis, IN 46226(866) 288-2990tzupancic@deemfirst.comhttp://www.deemfirst.comMechanical/Electrical Contracting and Service

Education Networks of AmericaTerry Spradlin 618 Grassmere Park DriveNashville, TN 37211(317) 612-2850tspradlin@ena.comhttp://www.ena.comENA provides managed data, voice and video solutions to customers in the educa-tional and library sectors.

Educational Services CompanyDebbie Hineline3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) 818-3535dhineline@educationalservicesco.comhttp://www.educationalservicesco.comEducational Services Company has been providing Indiana schools with a full scope of educational management services since 1989.

Electronic Systems GroupMarty Cotterman680 N 36th StreetLafayette, IN 47905(765) 449-0694marty@esgindiana.comhttp://www.esgindiana.comFire Alarm Systems & Inspections/Secu-rity Systems/Door Access Controls/Video Systems/Temperature Controls/System Monitoring

Elevatus ArchitectureCory Dietz111 East Wayne Street, Suite 555Fort Wayne, IN 46802(260) 424-9080cdietz@elevatusarchitecture.comhttp://www.elevatusarchitecture.comPassionate educational designers enhanc-ing the needs of faculty and students today and into the future.

EMCOR Construction ServicesBrian Walker 5128 W. 79th St.Indianapolis, IN 46268(317) 822-7890bwalker@shambaugh.comhttp://www.emcorcs.comProviding turnkey resolutions to help make your schools more productive, more comfortable, and much more efficient.

Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) 228-3676mfalahee@energysystemsgroup.comhttp://www.energysystemsgroup.comGuaranteed energy savings programs. Cost reduction in facility operations.

Envoy, Inc.John Barbee6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) 594-4600businessdevelopment@envoy-cm.comhttp://www.envoy-cm.comProject and Construction Management Solutions

IASBO InterCom November 2016 - 17

IASBO Business Associate MembersErgo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) 457-8020ergoresmgmt@centurylink.net http://www.ergo-syracuse.comManagement and human resource consulting services, OSHA, EPA, and indoor air quality program assistance.

Fanning/Howey Associates, Inc.William Payne9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) 848-0966wpayne@fhai.comhttp://www.fhai.comArchitects/Engineers widely credited with setting new standards in flexible and innovative school design.

Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) 383-2668paul.burch@53.comhttp://www.53.comProviding municipal services for school corporations, including municipal leasing, investment management and depository services.

Fifth Third Securities Inc.Jay RyalsSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) 383-2086Jon.Ryals@53.comhttp://www.53.comBond underwriting and financial services, bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Financial Solutions Group, Inc.Greg Guerrettaz2680 East Main Street, Suite 223Plainfield, IN 46168(317) 837-4933finance@msn.comFinancial advisory services to municipali-ties across the State of Indiana with over 25 years of experience.

Fink Forms, Inc.Becky Chase619 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) 489-7149dchase@finkforms.comhttp://www.finkforms.comBudget forms for schools that are Gateway compatible.

George K. Baum & CompanyDamian Maggos600 E. 96th St., Ste. 540Indianapolis, IN 46240(317) 818-1760maggos@gkbaum.comhttp://www.gkbaum.comOne of the nation’s leading municipal finance investment banking firms providing a full range of public finance services to borrowers and investors.

Gibraltar Design, Inc.James B. Thompson, NCARB9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) 580-5777jthompson@gibraltardesign.comhttp://www.gibraltardesign.comFull service Architectural/Engineering Firm with focus on K-12 and Higher Ed facilities.

GMB Architecture + EngineeringJason Miller85 E. 8th Street, Suite 200Holland, MI 49423(676) 796-0200jasonm@gmb.comhttp://www.gmb.comA relational, co-designing firm that creates facilities to enhance learning.

Hillyard IndianaDarin Miller14317 West Painter DriveDaleville, IN 47334800-296-4213dmiller@hillyard.comhtt://www.hillyard.comFamily-owned national manufacturer of cleaning chemicals and developer of an industry-leading cleaning cost analysis program.

Horace Mann CompaniesLynn Schmale301 E. Carmel Dr., Suite G300-002Carmel, IN 46032(217) 725-6822Lynn.schmale@horacemann.comhttp://www.horacemann.comWe specialize in providing 403(b), Section 125 & auto insurance payroll deductions to school employees.

HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(800) 632-4572jzech@hpsnet.comhttp://www.hpsnet.comHPS is a member-owned group purchasing organization providing competitive contracts and dealership pricing on furniture and equipment.

Huntington National Bank, TheMichael Gilmore45 N. Pennsylvania St.Indianapolis, IN 46204(317) 237-2504Michael.Gilmore@huntington.comhttp://www.huntington.comBanking, Loans, Investment, Lockbox and Treasury Management Services

Ice Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) 236-2437herndon@icemiller.comhttp://www.icemiller.comProvide school construction and cash flow financing; referendum, employee benefits and other related legal services.

Indiana Bond BankRon Mangus10 W. Market St., Suite 2980Indianapolis, IN 46204(317) 233-0888mangus@inbondbank.comhttp://www.in.gov/bondOur mission is to assist local government in obtaining low-cost finance for their operations.

InterDesignDaniel D. Rawlins141 E. Ohio St.Indianapolis, IN 46204(317) 263-9655drawlins@interdesign.comhttp://www.interdesign.comArchitecture and Design-Build Criteria Development

InterfaceLarry Boyle235 West 84th StreetIndianapolis, IN 46260(317) 445-2813larry.boyle@interface.comhttp://www.interface.comInterface modular carpet tile, i2 mergeable dye lot, life time Antimicrobial Inersept no mold warranty with solution dyed nylon – Highest recycled content

J & D TurfJamie Mehringer12840 Ford DriveFishers, IN 46038(317) 359-1185michelleh@j-dturf.com http://www.j-dturf.comJ&D Turf is a full service sports turf con-sulting, construction, maintenance and distribution company.

JA Benefits, LLCChristy McNichols1630 H StreetBedford, IN 47421(812) 329-6056christy.mcnichols@jabenefits.comhttp://www.JABenefits.comClient focused benefit consulting firm providing clear, simplified solutions to 11630complex school and trust issues.

Johnson-Melloh SolutionsCraig Martin, 5925 Stockberger PlaceIndianapolis, IN 46241(317) 536-6106 cmartin@johnsonmelloh.comhttp://www.johnsonmelloh.comRenewable, sustainable, and reliable alternative energy projects for schools.

JPMorgan Chase Bank, N.A.Nancy Dorsa1 East Ohio St, IN1 - 0045Indianapolis, IN 46277(317) 767-8344nancy.a.dorsa@jpmorgan.comhttp://www.jpmorgan.comBanker for Government entities in the State of Indiana including cities, counties and K12 school corporations.

KeyBanc Capital MarketsKelly L. McNairy10 W. Market St, Suite 900Indianapolis, IN 46204(317) 464-8448kelly.mcmairy@key.comhttp://www.key.comKeyBanc Capital Markets provides banking and bond underwriting services to municipal entities and educational institutions

Keystone Architecture, Inc.Mark Brandyberry322 Main StreeetLafayette, IN 47901(765) 420-7400mark@keystonearch.comhttp://www.keystonearch.comKeystone Architecture is one of Indiana’s largest architectural firms.

KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) 770-7300susan.binford@KI.comhttp://www.ki.comSchool furniture with installation, design and budget services.

Kovert Hawkins Architects, Inc.Hal E. Kovert630 Walnut St.Jeffersonville, IN 47130(812) 282-9554hal.kovert@koverthawkins.comhttp://www.koverthawkins.comEducational Facilities Planning, Feasibility Studies, Architectural and Interior Design... with Personalized Service.

L. L. Low Associates, Inc.Andrew Low210 N. Ironwood Dr.South Bend, IN 46615(574) 234-7240andrewlow@lllow.comhttp://www.lllow.comOver 35 years of providing Indiana schools with financial computer software.

Lancer & Beebe ArchitectureTerry Lancer719 East New York StreetIndianapolis, IN 46202(317) 797-6595terrylancer@comcast.netArchitecture, Planning, Interior Design

Lewis & Kappes P.C.Robert RundOne American Square, Suite 2500Indianapolis, IN 46282(317) 639-1210rrund@lewis-kappes.comhttp://www.lewis-kappes.comLegal Services

18 - IASBO InterCom November 2016

IASBO Business Associate MembersLondon Witte Group, LLCJennifer HudsonOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) 634-4747jennifer.hudson@lwgcpa.comhttp://www.lwgcpa.comLWG provides comprehensive budgeting, capital planning, debt management and post compliance services to Indiana schools.

MacAllister Power SystemsRyan Campbell 8800 Brookville Road Indianapolis, IN 46239(317) 860-4495ryancampbell@macallister.comhttp://www.macallisterpowersystems.comSchool buses, generator sets, mobile power generation and landscaping equipment.

Mainscape, Inc.Raymond Robin13418 Britton Park RoadFishers, IN 46038(317) 646-3744 rrobin@mainscape.comhttp://www.mainscape.comLandscape Management and Snow Removal Services.

Matrix IntegrationSara Gerber417 Main StreetJasper, IN 47546(812) 634-1550sgerber@matrixintegration.comhttp://www.matrixintegration.comWe are technology advisors. Our expertise includes data centers, networking, comput-ing collaboration, and managed services.

Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(815) 498-3855righeimer@maverickec.comhttp://www.mavertickec.comEnergy procurement and price risk man-agement specialists.

Mid-American Cleaning Contrac-tors/Fiber CareLiz Fletcher1046 King AvenueColumbus, OH 43212(800) 284-3994liz@macc.nethttp://www.macc.net andwww.fibercare.netISSA CIMS-GB certified Janitorial Services & IICRC certified Carpet Cleaning

MJ Insurance, Inc.Frank T. Crossland9225 Priority Way West DriveSuite 100Indianapolis, IN 46240(317) 805-7500frank.crossland@mjinsurance.comhttp://www.mjinsurance.comEmployee Benefit Advisory Services

Moisture ManagementBrian Mosey9855 Crosspoint Blvd., Ste. #100Fishers, IN 46256(317) 577-0910bmosey@moisturemanagementllc.comhttp://www.moisturemanagementllc.comMoisture Management provides the most innovative and cost effective roofing and waterproofing solutions in the industry.

National Insurance ServicesLandon Mowry11350 N Meridian Street, Suite 120Carmel, IN 46032(317) 846-9202lmowry@nisbenefits.comhttp://www.nisbenefits.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.

Odle McGuire Shook CorporationMatt Mayol429 N. Pennsylvania St., Suite 202Indianapolis, IN 46204(317) 842-0000mmayol@omscorp.nethttp://www.omscorp.netArchitecture, Master Planning, Interior Design, Landscape Architecture

Patcraft Commercial FlooringScott Martin551 S Sawmill RdFranklin, IN 46131(317) 432-0003scott.martin@patcraft.comhttp://www.patcraft.comFloorcovering

Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) 713-1750TThoman@PerformanceServices.comhttp://www.performanceservices.comDesign-Build, guaranteed savings con-tracts, geothermal, and wind power.

Piper Jaffray & Co.David Wimmer459 East 96th Street, Suite 500Indianapolis, IN 46249(317) 581-6305david.f.wimmer@pjc.comhttp://www.piperjaffray.comNot every firm can help underwrite and distribute bonds that lead to successful transactions. Piper Jaffray can. We use our experience, resources and trading capabili-ties to bring full-service support to our K-12 education clients.

PNC Bank, N.A.Ellen Shirley101 W Washington Street, Suite 400EIndianapolis, IN 46204(317) 267-7098ellen.shirley@pnc.comwww.pnc.comProviding financial products and services to schools, to include treasury management, leasing and investment management.

Primary Engineering, Inc.Mike Lubbehusen, PE2828 Lake AvenueFort Wayne, IN 46805(260) 424-0444mlubbehusen@primary-eng.comwww.primary-eng.comConsulting engineering services for HVAC, lighting, power and communication systems. Infrared thermal imaging and wireless network modeling.

Public Trust AdvisorsGreg Wright717 17th Street, Suite 1850 Denver, CO 80202(303) 244-0461 greg.wright@publictrustadvisors.comwww.publictrustadvisors.com Public Trust Advisors manages TrustINdiana.

RE Sutton & Associates, A Division of Brown & BrownRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) 852-1937Richard@RESutton.comhttp://www.resutton.comEmployee benefit consultants specializing in Indiana public school corporations.

Regional Data Services, Inc.Andy Kapitan1260 Arrowhead CourtCrown Point, IN 46307-8222(219) 661-3200andy@regionaldata.comhttp://www.regionaldata.comIndiana based software provider special-izing in administative and web based software for over 25 years.

Regions BankJenny LurkinsOne Indiana Square, Suite 903Indianapolis, IN 46204(317) 221-6111jenny.lurkins@regions.comhttp://www.regions.comRegions is a full service financial institu-tion offering solutions designed specifically for governments.

Ryan Fire ProtectionEdwin Frieden9740 E. 148th StreetNoblesville, IN 46060(317) 473-1546efrieden@ryanfp.comhttp://www.ryanfp.comFire Sprinkler / Fire Alarm / Fire Extin-guisher Installation, Inspection, Testing and Maintenance.

Sawchuk, ShelbyShelby Sawchuk6205 Morenci Trail Indianapolis, IN 46268(317) 297-3443 shelby.sawchuk@us.belfor.com http://www.belfor.com/en/usBelfor rebuilds schools after disasters/losses with tight deadlines and budget restraints in mind.

Schamber Group, Inc., TheElaine M. Schamber, PhD, CFP, AIFA3526 Osborne Lane, Suite 8PO Box 4698LaFayette, IN 47903-4698(765) 807-0638elaine@schambergroup.comFiduciary services and investment oversight for School Corporation Retirement Plan Sponsors and their Investment Committees

Schmidt Associates, Inc.Ben Bain415 Massachusetts AvenueIndianapolis, IN 46204(317) 263-6226bbain@schmidt-arch.comhttp://www.schmidt-arch.comSchmidt Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.

Security Benefit CorporationFrank J. Vargo12099 Lupine LaneGranger, IN 46530(800) 888-2461 x2760frank.vargo@securitybenefit.comhttp://www.securitybenefit.com/indianaSecurity Benefit helps educators to and through retirement by providing 403(b), 457, 401a and VEBA programs.

Skillman Corporation, TheBart York3834 S Emerson AvenueIndianapolis, IN 46203(317) 783-6151skillman@skillman.comhttp://www.skillman.comProject Administration & Construction Management

SodexoJim DayhuffPenn-Harris-Madison Schools55910 Bittersweet Rd.Mishawaka, IN 46545(574) 968-9615james.dayhuff@sodexo.comhttp://www.sodexoUSA.comSchool Services

Software Systems, Inc.Rich Miller432 S Emerson Ave, Ste 200Greenwood, IN 46143(317) 783-5373rmiller@softwaresysinc.comhttp://www.softwaresystemsinc.comProviding Indiana Schools with Financial, Payroll/Human Resources, Employee Portal, Extra-Curricular Software Applications.

Stair Associates, Inc.Reggie Laconi9641 Commerce Dr.Carmel, IN 46032(317) 228-1900luann@stairnet.bizhttp://www.stairnet.bizArchitectural and Engineering design for schools, with a focus on energy efficient systems including geothermal.

IASBO InterCom November 2016 - 19

IASBO Business Associate MembersStatewide Credit Association, Inc.Keith Ward6957 Hillsdale CourtIndianapolis, IN 46250(317) 684-1000kward@statewidecredit.nethttp://www.statewidecredit.netLocal agency that specializes in increasing book rental funds for school corporations at a low cost.

Stifel, Nicolaus & Company, Inc.Lorenzo Boyd501 N. BroadwaySt. Louis, MO 63102(314) 342-8477lorenzo.boyd@stifel.comhttp://www.stifel.comFinancial services and bond underwriting.

Taft Stettinius & Hollister LLPJames D. Shanahan (Jimmy)111 East Wacker Drive, Suite 2800Chicago, IL 60601(317) 881-4881jdshanahan@taftlaw.comhttp://www.taftlaw.comLegal Services - Bond Counsel and Oper-ating or Construction Referendum Counsel

Tandus CentivaJen Maynard2527 Shannon LaneKokomo, IN 46901(765) 480-3266jennifer.maynard@tarkett.comhttp://www.tandus-centiva.comCarpet and luxury vinyl tile manufacturer, project/design consultation.

TCU (Teachers Credit Union)Tracy L. McCartyOne North Capitol Ave., Suite 101Indianapolis, IN 46204(317) 917-2011 ext. 5333tmccarty@tcunet.comhttp://www.tcunet.comSavings, Checking, Loans, Investment Services, Mortgage Services, Insurance and Financial Empowerment.

The Gordian GroupChris Rostick222 Arbor DriveCarmel, IN 46032(317) 431-0745c.rostick@thegordiangroup.comhttp://www.thegordiangroup.comJob Order Contracting/Construction Procurement Services

TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) 255-8777bpickering@trane.comCreating and sustaining safe, comfortable, and efficient environments.

TrustINdianaCindy Burres Barger200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) 232-0139cbarger@tos.in.govhttp://www.trustindiana.in.govLocal government investment pool

U.S. Bank Global Corporate Trust ServicesLois Moore10 W. Market St., Suite 1150Indianapolis, IN 46204(317) 264-2503lois.moore1@usbank.comhttp://www.usbank.comUS Bank is a leader in provider of bond trustee and paying agent services for school corporations.

UmbaughBelvia Gray8365 Keystone Crossing, Ste 300Indianapolis, IN 46240(317) 465-1500gray@umbaugh.comhttp://www.umbaugh.comFinancial advisor to local governments.

VALIC Amy Cummings 630 W Carmel Dr., Suite 140 Carmel, IN 46032 (317) 818-5904amy.cummings@valic.comhttp://www.valic.comNumber one provider of retirement programs for K-12 in the U.S.

Van Ausdall & Farrar, Inc.Andrew Kimbrough6430 East 75th StreetIndianapolis, IN 46250(317) 634-2913akimbrough@vanausdall.comhttp://www.vanausdall.comLeading business technology/services pro-vider offering Copiers, MPS, IT Services, Software/Workflow solutions and on-site managed services.

Van Gorp GroupAnthony J. Van Gorp10971 Four Seasons Place, Ste. 134Crown Point, IN 46307(630) 592-1301anthonyjvangorp@gmail.comhttp://www.vangorpgroup.com3M Security Window Film Distributor

Zions First National BankRobert Cafarelli111 West Washington, Suite 1860Chicago, IL 60602312-763-4257Robert.Cafarelli@zionsbank.comhttp://www.zionsbank.com/business/trust-service-bf.jspTrustee, Paying Agent, Bond Register & Investment Services

20 - IASBO InterCom November 2016

Platinum Sponsors

PERFORMANCE SERVICES

AMERICAN FIDELITY

DEEM MEChANICAL& ELECTRICAL

ICE MILLER

Gold Sponsors hORACE MANN LOW ASSOCIATES BOYCE SYSTEMS/KOMPUTROL CITY SECURITIES CORPORATION

TAFT STETTINIUS & hOLLISTERBOSE McKINNEY & EVANS PUBLIC TRUST ADVISORSBMO hARRIS BANK VALIC SOFTWARE SYSTEMS, INC. UMBAUGhSChMIDT ASSOCIATES, INC. EDUCATION NETWORKS OF AMERICABANK OF NEW YORK MELLON CSO ARChITECTSKEYBANC CAPITAL MARKETS BARNES & ThORNBURGTEAChERS CREDIT UNION SODEXOAdTEC, INC. TRUSTINDIANA hUNTINGTON NATIONAL BANK NATIONAL INSURANCE SERVICES MOISTURE MANAGEMENT JA BENEFITS, LLCACORN, POWERED BY RYCOR ChURCh ChURCh hITTLE & ANTRIMBARTON-COE-VILAMAA ARChITECTS & ENGINEERS, INC.

T h A N K Y O U

Silver Sponsors

IASBO ANNUAL MEETING: May 10 - 12

Fort Wayne