PDIPROFESSIONALDEVELOPMENTINSTITUTE

Friday, February2, 2018

DoubleTreeHotel39900BalentineDriveNewark,California

Schedule8:30am9:15am

10:45am12:00pm

12:45pm1:15pm

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9:15am10:30am12:00pm12:45pm1:15pm2:30pm

RegistrationSession ISessionIILunchRaffle&AwardsSessionIII

8:00am - 1:15pm VendorExhibitOPEN

Alameda,ContraCosta,Monterey,SanBenito,SanFrancisco,SanMateo,SantaClara,andSantaCruz

AdayofProfessionalWorkshopsonHotTopicspresentedbyCASBONorthernSectionProfessionalCouncilCommittees:

Accounting&Finance,CBO,ChildNutrition,HumanResources,M&O,Payroll,Purchasing,RiskManagement,Technology,Transportation&Facilities

Register online at casbo.org by January 26, 2018For more information, contact Debra Fisher at debra@selfjpa.org

COST: $75.00 CASBO Individual and Organizational Employee Members$85.00 Non-Members

CASBO Northern Section – Professional Development Institute

Alameda, Contra Costa, Monterey, San Benito, San Francisco, San Mateo, Santa Clara, and Santa Cruz

PDI 2018 - SESSION I 9:15 AM – 10:30 AM ACCOUNTING 1-ACC Common Audit Findings, Audit Overview and Audit Guide UpdatesThis session will discuss the different components of a District's financial statements, why they are required for the audit, the guide auditors have to follow, explain areas of recent and new compliances. Presenter: Charles Raibly, CPA and Jennifer Hall, CPA, Crowe and Horwath LLP. Presider: Marites Fermin, Eden Area ROP. CHIEF BUSINESS OFFICIALS 1-CBO Understanding SACS CodingParticipants will receive information about using the SACS coding in their operations. Presenters: Cathy Souza, Budget/Position Control Analyst and Ted O, Director of Business Services, South San Francisco USD. Presider: Brett McFadden, Monterey Peninsula USD.

CHILD NUTRITION 1-CN The Do's and Don'ts of Kitchen Design So you need a kitchen, what now? We will discuss the do’s and don’ts of good kitchen design. Presenters: Matt Belasco, Director of M&O &Transportation, Pittsburg USD. David Kramer, VP of Preconstruction Blach Construction Company. Kevin MacQuarrie, Principal WLC Architects, Inc. Presider: Andrew Soliz, San Mateo-Foster City SD. FINANCIAL SERVICES 1-FIN 1 of 2 CALPADS – What Data From Where? With the new accountability system pulling information from CALPADS, along with the fiscal information, we will provide a basic understanding of the CALPADS system, how to support staff who is entering information into the system, how to help problem solve, what questions to ask staff, etc. Presenter: Lisa Hayes, Implementation Specialist, FCMAT. Presider: Karen Deller, Monterey COE.

HUMAN RESOURCES 1-HR 1 of 2 Handling Marijuana, Alcohol and Prescription Drugs in A Modern Workplace Effective January 1, 2018 new legislation takes effect in California regarding recreational marijuana use. This session will provide you with: guidance on governing laws that regulate use and possession of marijuana, drugs (prescription and "illegal"), and alcohol during the work day and at District/County Office sites and events; and proper standards of investigation, reporting, and disciplinary actions. Presenter: Robert Cutbirth, Attorney, Tucker Ellis LLP. Presider: Julio Hernandez, San Lorenzo USD.

MAINTENANCE & OPERATIONS 1-M&O The Do's and Don'ts of Kitchen Design (In the Child Nutrition Room)Please go to the Child Nutrition Room for this combined workshop.

PAYROLL 1-PR Hot Topics in the Payroll World

This workshop will discuss important new and ongoing legal issues for the 2017-18 school year. Presenter: Thomas R. Manniello, Attorney, Lozano Smith Attorneys at Law. Presider: Suzette Burns, Monterey COE.

PURCHASING 1-PUR Roadmap to a Cooperative Procurement StrategyThis session will cover three main components of utilizing another public agency’s contract: A roadmap on how to address internal questions such as, does your school have the legal authority? How do your publicly elected officials feel about it? How to analyze the various Cooperatives. Presenters: Duff Erholtz, Membership Development Administrator, National JPA and Tammy Rimes, Executive Director, National Cooperative Procurement Partners. Presider: Mary Kitchen, West Contra Costa USD.

RISK MANAGEMENT 1-RM It's All About YOU! Office ErgonomicsWe often place our bodies in forceful and awkward positions while working instead of adjusting the workstation to fit us causing permanent damage. Practice your "neutral position”, "power zone", "sitting elbow" height, and stretching exercises vital to injury prevention. Presenter: Aida Santillana, Consultant. Presider: Barbara Corrick, San Lorenzo USD.

TECHNOLOGY 1-IT Google Apps Deep Dive Google Apps Deep Dive will expose participants who are already familiar with Google Apps for Education to more intermediate and advanced features. This session will provide a hands-on, challenge-based learning environment, where participants will choose the app, service, or functionality, and practice building actual products or solutions with guidance from an experienced Google Apps trainer. Presenter: Francisco Nieto, Education Technology Manager, Alameda COE. Presider: Rob Mangewala, San Leandro USD.

TRANSPORTATION 1-TRN Renewable Diesel- The Best Alternative Fuel You Have Probably Never Heard Of

We will talk about the science behind renewable diesel, its benefits, and what people are saying. Presenter: Andrew DeBolt, San Jose Unified School District.

Vendor Exhibit Open: 8:00 a.m. to 1:15 p.m. LUNCH: 12:00 to 12:45 p.m. RAFFLE & AWARDS: 1:00 to 1:15 p.m

CASBO Northern Section – Professional Development Institute

Alameda, Contra Costa, Monterey, San Benito, San Francisco, San Mateo, Santa Clara, and Santa Cruz

PDI 2018 - SESSION II 10:45 AM – 12:00 PM ACCOUNTING 2-ACC The How To’s and Do’s and Don’t’s of Capital Assets A detailed discussion on how to account for district assets and the impact in SACS reporting. From the time of requisition, to purchasing and tagging, to actual booking to the district’s financial system. Best practices in accounting of assets as detailed in the California School Accounting Manual (CSAM). Presenters: Madeline Gabel, Asst. Superintendent, San Lorenzo USD. Marites Fermin, Business Manager, Eden Area ROP. CHIEF BUSINESS OFFICIALS 2-CBO Effective Board and Community Presentations How to Communicate Effectively with the Board and Community in the Age of the LCAP and LCFF. Presenters: TBD. Presider: Brett McFadden, Monterey Peninsula USD. CHILD NUTRITION 2-CH Understanding the School Nutrition Supply Chain and the Impact on Your Program The National School Lunch Program is the largest food service operation in the world, it’s the busiest restaurant in your city, the least known, most complicated, and most criticized. A $30 billion dollar industry with $17.5 billion plus in annual food expenditures. Gain understanding of the complexities of the school meal supply chain and the impact on procurement, student participation, and your overall budget. Presenter: Stephanie Ewing, RD, SNS. Presider: Andrew Soliz, San Mateo-Foster City SD. FINANCIAL SERVICES 2-FIN 2 of 2 CALPADS – What Data From Where?

Double Session. Please see description under Session 1-FIN.

HUMAN RESOURCES 2-HR 2 of 2 Handling Marijuana, Alcohol and Prescription Drugs in A Modern Workplace

Double Session. Please see description under Session 1-HR.

MAINTENANCE & OPERATIONS 2-M&O Smart Cleaning Learn the five strategies to improve production and productivity without sacrificing quality or safety! As custodial staffing continues to decline and buildings continue to age, the health of the occupation is compromised. After 38 years of consulting, this session will share valuable strategies that improve customer service. Presenter: Perry Shiminoff, Consultant. Presider: Matthew Belasco, Pittsburg USD. PAYROLL 2-PR Social Security and Medicare Program Overview

Overview of the Social Security program for school employers, identify key school employer responsibilities, and provide resources for school employers. Presenters: Veronica Silva-Gil and Lolita Lueras, PERS - State Social Security Administrator's Office. Presider: Suzette Burns, Monterey COE. PURCHASING 2-PUR Using Google Apps to Make Procurement Easier And More Efficient

An overview of Google Apps. (Drive, Docs, Sheets, Slides, Forms and Hangouts) that can assist in the purchasing process and everyday work. Presenters: Francine Brissey, General Purchasing Manager, East Side Union UHSD. Mary Kitchen, Purchasing Supervisor, West Contra Costa USD. Presider: Mary Kitchen, West Contra Costa USD.

RETIREES 2-RE PERS or STRS Retirement Rules

This workshop will present advice and useful information regarding retirement. Presenter: Bambi Weinberg-Tuttle, Retiree.

RISK MANAGEMENT 2-RM Is Your Emergency Operations Plan Up-to-Date? Many school districts are not prepared to address current emergency issues recently affecting our schools: intruder on campus, cyber security, and dismissal of students in an emergency. Developing an emergency plan to deal with these exposures will enable schools to respond more effectively and return to a normal learning environment quickly. Presenter: Erin Tarkhanian, Loss Prevention, Redwood Empire SIG. Presider: Barbara Corrick, San Lorenzo USD.

TECHNOLOGY 2-IT Digging into Data: Next Level Excel Skills In this session you will learn how to quickly organize your data regardless of the size and complexity in a quick and easy fashion. Also learn how to use pivot tables to summarize your data needs and convert to quick charts and graphs. Presenter: Ruben Aurelio, Asst. Director of Technology, Assessment, Research & Evaluation -San Leandro USD. Presider: Rob Mangewala, San Leandro USD.

TRANSPORTATION 2-TRN How do you bill for field trips? Lets talk about it! Best practices for calculating field trip rates and mileage costs. Presenter: Andrew DeBolt, San Jose USD.

Vendor Exhibit Open: 8:00 a.m. to 1:15 p.m. LUNCH: 12:00 to 12:45 p.m. RAFFLE & AWARDS: 1:00 to 1:15 p.m.

CASBO Northern Section – Professional Development Institute

Alameda, Contra Costa, Monterey, San Benito, San Francisco, San Mateo, Santa Clara, and Santa Cruz

PDI 2018 - SESSION III 1:15 PM – 2:30 PM ACCOUNTING 3-ACC The New OPEB Costs: Changes and DevelopmentsThe Governmental Accounting Standards Board (GASB) has issued new accounting and financial reporting standards on pension. GASB has also made changes that will impact actuarial valuations. We will explain the changes and the impact on measurement of unfunded OPEB liabilities, financial reporting, implementation, and the fiscal impact. Presenter: Terri Montgomery, Partner Vavrinek, Trine, Day & Co, LLP. Presider: Marites Fermin, Eden Area ROP. CHIEF BUSINESS OFFICIALS 3-CBO Leading Departments Using Performance Management and DataHow to effectively use data and performance management techniques to lead all of your departments within Business Services. Presenters: TBD. Presider: Brett McFadden, Monterey Peninsula USD.

CHILD NUTRITION 3-CN Trash Talk Find out how the organic waste recycling requirements under AB 1826 impact your school cafeteria operations. Presenter: Edmond Malak, The Platinum Packaging Group. Presider: Andrew Soliz, San Mateo-Foster City SD.

FINANCIAL SERVICES 3-FN How’s Your LCAP?While instructional colleagues are busy developing LCAP educational plans and evaluating student results, Business has an invaluable role in providing quality financial information for LCAP planning. Join FCMAT to learn about the new LCAP template and best practices for creating an LCAP multiyear projection. How to calculate and apply the percentage to increase/improve services for unduplicated pupils. Presenters: Andrea Dodson and Jennifer Noga, Intervention Specialists, FCMAT. Presider: Karen Deller, Monterey COE. HUMAN RESOURCES 3-HR Managing Disabled Employees - Reasonable Accommodations & the Interactive Process Ensuring that you fully understand and properly discharge your duty to engage in the interactive process when an employee requests accommodation is perhaps one of the most difficult tasks you will face. Avoid potential legal liability by learning what you must, may, and may not do, request and disclose, types of accommodations, proper response and documentation to ensure legal compliance with ADA/FEHA, etc. Presenter: James Ayden, Attorney, Fagen, Freidman, Fulfrost. Presider: Julio Hernandez, San Lorenzo USD.

MAINTENANCE & OPERATIONS 3-M&O How to Maximize Your Energy Potential Proposition 39 has provided districts with valuable funding for energy upgrades, it has helped kick-start energy management efforts across CA Schools. Have you used your investment for learning opportunities for staff and students? How will you ensure the project continues to save energy? Maximize your savings, establish a sustainable strategy, and keep the momentum. Presenters: Matt Spence, CEM, Program Director, Indoor Environmental Services. Matthew Belasco, Director of M&O and Transportation, Pittsburg USD. PAYROLL 3-PR Tax Favored Plans: Potential Danger Zones

The IRS’s three tax-favored health plans: HSAs, HRAs, and healthcare FSAs present a variety of challenges for business officials. Potential compliance danger zones include: when to offer enrollment, when to allow enrollment changes, and who is eligible for these programs. Other danger zones center on limitations on contributions and structure. Presenters: Jessica Frier and Raelene Walker, Benefits Consultants, American Fidelity. Presider: Suzette Burns, Monterey COE. PURCHASING 3-PUR Legislative Updates - What's going on in SacramentoThe 2018 elections for the next governor, State Superintendent of Public Instruction, and legislative seats will determine the future of California’s investments in education and the state’s fiscal stability. CASBO’s Governmental Relations team will discuss the key political issues impacting public education, specifically purchasing and facilities. Presenter: Sara Bachez, Assistant Executive Director, Governmental Relations, CASBO. Presider: Mary Kitchen, West Contra Costa USD. RISK MANAGEMENT 3-RM Help! I'm Now Responsible For Risk Management! Where Do I Start?With budgets being limited, often Risk & Safety are an added responsibility to someone with little to no background on the subject. In this class you will learn how to get up-to-speed quickly and what you need to focus on to be successful with your new added responsibilities. Presenters: Barbara Corrick, Risk & Safety Coordinator, San Lorenzo USD. Kyle McKibbin, Account Executive, Keenan & Associates. Presider: Barbara Corrick, San Lorenzo USD.

TECHNOLOGY 3-IT Latest E-Rate Updates You Need to Know Do you feel like you're completely disconnected from what is going on in the constantly changing E-rate program? Come join our session and we will get you caught up with all of the latest and most significant changes to date! Presenters: Michelle Harken, Katie Booker and Cindy Fields, CSM Central. Presider: Rob Mangewala, San Leandro USD.

TRANSPORTATION 3-TRN Table Talk- Todays Hot Topics And TrendsBring your topics of interest for discussion and Q&A. Presider: Andrew DeBolt, San Jose USD.