New and Continuing

Iowa

School

Business

Management Academy

Professional Certification Program

and

School Business (SBO) Authorization Program

for New and Continuing

School Administrators and

School Business Officials

Levels I, II, III and IV: May 1-3, 2013

Graduate Course: May 2-3, 2013

Scheman Building
Iowa State University - Ames, Iowa

Sponsored By:

Iowa State University – College of Human Sciences/School of Education

With Advisory Committee Representation By:

Iowa Association of School Business Officials

Iowa Department of Education

Iowa Association of School Boards

School Administrators of Iowa

Office of the State Auditor of Iowa

AEA Business Managers

School Legal Counsel

Register before March 25 and save!

About the Academy

Invitation
You are cordially invited to enroll in the professional certification program offered by the Iowa School Business Management Academy. Effective in 2012, the Academy will also serve as a provider of the School Business Official (SBO) Authorization and Licensure Renewal Programs. The Academy is designed to provide school administrators and school business officials an efficient and effective way to develop high level knowledge and skills in school finance and school business management that will foster leadership, innovation and service to Iowa’s students and schools.
Sponsors and Supporters
The Academy is sponsored by Iowa State University’s College of Human Sciences and School of Education. Various other professional partners support the Academy each year through service on the Advisory Committee and/or by providing course instructors. The Academy extends its appreciation to the Iowa Association of School Business Officials, the Iowa Department of Education, the Iowa Association of School Boards, School Administrators of Iowa, the Office of the State Auditor of Iowa, and the AEA Business Managers.
Location
The Academy is held in the Scheman Building which is located in the Iowa State Center at the corner of Lincoln Way and University Boulevard in Ames. From Highway 30 going east or west, use the University Blvd. exit and proceed north (past the football stadium) and turn left at Hilton Coliseum. Proceed around Hilton Coliseum west to the Scheman Building. /

Curriculum Program

The Academy program is set up in four components, or levels, offered in sequence over a four-year period.
2013 - Iowa School Business Management Academy Classes & Faculty
Date / Time
Wed, May 1
9:15-10:00 / Level 1
Rooms 250-252
Registration / Level 2
Rooms 204-208
Registration / Level 3
Rooms 260-262
Registration / Level 4
Room 275
Registration
10-11:50 / Foundations of Ed Meier / Communicating Information to the Public - Chabal / Acct - Audit basics Battani / Legal – Advanced Gov. Sharing & Re-org – Engel
1-2:50 / School Finance Basics I (Foundation Formula) Black / Legal System as Applied To School Districts
Haindfield / Acctg - Audit basics Battani / Legal - Bonding & Contracting Grob/Peeler
3-4:50 / Basic School Acctg & Reporting I (GAAP) Vink / Legal-Employment
Law
Engel / Risk Mgmt-Insurance Jester / Using Technology to Prepare Public Reports& Manage Records – Hansel
Thursday, May 2
8-9:50 / Basic School Acctg & Reporting II (CoA,CAR)
Ragias / Facility Planning
Wilkerson w/DE Resource-Schwartz / Legal-Parent &
Student Rights
Van Heukelem / Audit Reports
Fin Analysis –
Graham
10-11:50 / Legal - Liability & Risk Management Bracken / Acctg.-Internal Controls Tangen / Legal-Advanced Employment Law Hanks / Facility Management
Wilkerson
1-2:50 / Legal-Basic Gov
Haindfield / Finance- Budg. Revenues
Nicholson / Transp / Fd Serv
Christensen / Hanna / Long-term debt
Stensland
3-4:50 / School Finance Basics II (forms/cycle)
Elmore / Finance
Cash Mgmt
Tangen / Acctg-Transfers & Inventory
Babinat / Spreadsheets
Clayton
Friday,
May 3
8-9:50 / School Finance Basic III (Facil/SBRC)
Elmore w/DE Resources-McCurdy & Schwartz / Fin - Budg Expendatures
Howsare / Advanced HT (Non-Legal) Negotiations
Magee / Acctg - Fixed Assets – Finger
10-11:50 / Human Resources (Non-Legal)
Stillwell / Finance – Program Budg Expendatures
Howsare / Debt Planning
Oswald / Mentoring Program
Graduation –Tangen & VanGorp
New SBOs
Only
12:50-2:20 / Basic School Acctg & Reporting II – cont’d
Ragais
2:30-4:00 / Closing Out the First Year
Hamiltonh
Curriculum
The curriculum of the Academy has been approved by the Iowa Department of Education and is aligned with Iowa’s School Business Official Standards and Criteria.

Completion Requirements

Participants receive 22.5 points for each of the Levels I, II, III, and IV that are completed satisfactorily. The remaining 10 points needed by participants as part of the 100 points required for Academy certification (diploma) may be acquired through attendance at specified training sessions sponsored by the Academy. These are held in conjunction with IASBO meetings in the fall and spring of each year (2.5 points for each session).
Assessment Option
The Academy participants have the option of taking a post-academy on-line assessment to verify their proficiency in the topics covered that May. The certificate for completing the seat-time requirements will be referred to as the “Certificate of Completion” (diploma) and the certificate awarded for passing each assessment with a minimum of 75% proficiency will be referred to as the “Certificate of Proficiency” (plaque). / Graduate Level Program
(Academy Graduates of Levels I-II-III-IV Only)
Thursday May 2: Registration 7:30-8:00 a.m.
Classes 8:00 a.m. – 5:00 p.m.
Friday May 3: Classes 8:00 a.m. – noon
Finance
2 hrs - Special Education – DE
2 hrs – At-Risk, TAG & other Categorical Funding - DE
Legal
2 hrs – Contracts and Other Employment Issues - Bracken
2 hrs – Legal and Legislative Updates - Haindfield
Support
2 hrs - Long-Range Financial Planning - Sinclair
2 hrs - Health Care Reform - Wanderscheid

Program Information

Registration and Fees
REGISTER ON-LINE AT THE ISBMA WEBSITE: http://www.education.iastate.edu/isbma/
Advance registration is required for all levels. Registration fees (including materials, continental breakfasts, refreshments and buffet luncheons) are as follows.
IASBO members who register by March 25:
$375 for Level I, II, III and IV; $225 for graduate level.
(No registrations will be accepted after Monday, April 22.)
Non-members who register by March 25:
$450 for Levels I, II, III and IV; $325 for graduate level. (No registrations will be accepted after Monday, April 22.)
Any registration received after March 25:
$500 for Level I, II, III and IV; $375 for graduate level.
(No registrations will be accepted after Monday, April 22.)
Fees are to be paid prior to the start of the Academy.
Make checks payable to Iowa State University.
Iowa State University
Treasurer’s Office
1220 Beardshear Hall
Ames, IA 50011-2044
If you have any questions, please call Nancy Moorhead at
(515) 250-6101, or send e-mail to .
Lodging
You are responsible for making your own room reservations. The Hotel at Gateway Center (515-292-8600)
Best Western University (515-296-2500)
Country Inn & Suites (515-233-3935)
Comfort Inn (515-232-0689)
Grandstay Residential Suites (515-232-8363)
Holiday Inn (515-268-8808)
Meals
Continental breakfasts (W-Th-F) and buffet luncheons (W-Th) are provided daily in the Scheman Building as part of your registration fee. (A small-group lunch will be offered to new school business officials only prior to their required training on Friday afternoon.)
Attendance
Participants are required to attend all course components and classes assigned in order to qualify for credit and certification. Unavoidable absence must be cleared with Academy staff, and make-up work may be assigned.

Refund Policy

Fee refunds are 100% if registration is cancelled on or before April 10, and 50% if cancelled after April 10. No refunds will be issued on cancellations made after April 22. / Academy Staff
Faculty for the Iowa School Business Management Academy are carefully selected from among the best professional talent in a given area of study. Whether the topic is law, finance, accounting, material management, or how to work with people, you will find that the Academy faculty outstanding. Most faculty are actual field practitioners and all are experts in their field. You will have an opportunity to evaluate each instructor to insure that the highest caliber instructional staff is maintained.
Courses are scheduled in two-hour blocks and are held in the Scheman Building.
Course Schedule for Levels I, II III, and IV:
Pick up your nametag, class schedule and course binder beginning at 9:15 a.m. on Wednesday, May 1, at the second floor registration desk.
Level I, II, III and IV classes start at 10:00 a.m. on Wednesday. You should plan to be in class promptly to begin each session, as time is at a premium. Class schedules for the rest of the week are as follows:
First session, 8:00 a.m. -- 9:50 a.m.
Second session, 10:00 -- 11:50 a.m.
Lunch, 12:00 noon -- 12:50 p.m.
Third session, 1:00 -- 2:50 p.m.
Fourth session, 3:00 -- 4:50 p.m.
(Classes end at noon on Friday, May 3, except for those required for the small group of new SBOs working toward their standard SBO authorization.)
Graduate Level attendees may pick up their registration materials beginning at 7 a.m. on Thursday, May 2. Class schedules are the same as above.

Course Sections

Graduate Level course sections are scheduled to provide class sizes of approximately 50 people per section. You will be assigned to a section, and you should plan to stay with that section throughout the Academy program.
Course Materials
All printed course materials are included with your registration fee. Books, notebooks and other materials issued to you become your property. You may wish to place your name and school district name in all materials in case they become misplaced.

Registration Form

(Only one registration per form. Please duplicate for additional registrations.)

Iowa School Business Management Academy

May 1-3, 2013

Note deadlines and fees! Register before March 25 and save!

Registration can be completed online via the Academy’s webpage.

http://www.education.iastate.edu/isbma/

Name: Title:

School District: Work phone: ( )

Address: Email address:

City: State: Zip:

Note: Iowa State University requests this information for the purpose of registering you in a conference. No one outside the University, with the exception of participants in this conference, is routinely provided this information. If you fail to provide the required information, we cannot promise accurate registration. (Reference: Iowa Code, Chapter 22:11; Iowa Fair Information Practices Act)

REGISTRATION IS FOR: _____Level I (New Enrollee); _____Level II (Continuing Enrollee);

_____Level III (Continuing Enrollee); _____ Level VI (Continuing Enrollee); _____Graduate Level (must have already completed Levels I, II, III and IV)

Check One:

Yes, I would like to receive SBO Licensure Renewal Credit for the Academy Classes.

No, I am not interested in receiving SBO Licensure Renewal Credit for the Academy Classes.

PLEASE CHECK ONLY ONE BOX BELOW:

q  Level I, II, III and IV fee - IASBO member - $375 is enclosed (if registered by March 25)

q  Level I, II, III and IV fee - Non-member - $450 is enclosed (if registered by March 25)

q  Level I, II, III and IV late fees - $500 is enclosed (IASBO member or non-member registered after March 25)

q  Graduate fee – IASBO member - $225 is enclosed (if registered by March 25)

q  Graduate fee – Non-member - $325 is enclosed (if registered by March 25)

q  Graduate late fee - $375 is enclosed (IASBO member or non-member, registered after March 25)

Please make checks payable to: Iowa State University

Send to: Iowa State University

Treasurer’s Office

1220 Beardshear Hall

Ames, IA 50011-2044

Registrations will be closed after Monday, April 22.

Any Questions or Concerns, contact Nancy Moorhead at (515) 250-6101or email .

The Iowa School Business Management Academy and Iowa State University programs and policies are consistent with pertinent federal and state laws and regulations on non-discrimination regarding race, color, age, religion, national origin, sexual orientation, gender identity, genetic information, sex, marital status, disability, or status as a U.S veteran. Inquiries can be directed to the Director of Equal Opportunity and Compliance, 3280 Beardshear Hall, (515) 294-7612.

Iowa School Business Management Academy, Dr. Nancy Moorhead, Executive Assistant
Iowa State University, School of Education
N229 F Lagomarcino Hall
Ames, Iowa 50011-3195 / Iowa State University
of science and technology