Tracks

Technology for the School Business Office (6 SDE PD Credits)

September 23
Breakout Session 1 -  Artificial Intelligence for School Finance: Practical Tools for Efficiency & Accuracy
Time: 10:10 am
Presenter: Tristan Wyatt, CFO - Shawnee Public Schools
Breakout Session 2 - Artificial Intelligence Risk, Ethics & Data Privacy in K-12
Time:  11:20 am
Presenter: Tristan Wyatt, CFO - Shawnee Public Schools
Breakout Session 3 - Canva Essentials
Time:  2:10 pm
Presenter: TBD
Breakout Session 4 - Spreadsheets (Excel and Google Sheets)
Time:  3:45 pm
Presenter: TBD
September 24
Breakout Session 5 - Asset or Liability: Mitigating the Financial Fallout of Educational Data Breaches
Time:  8:30 am
Presenter: Jun Kim, Director of Technology - Moore Public Schools
Breakout Session 6 - E-Waste and Data Removal
Time: 9:40 am
Presenter: Jocelyn Hicks, Business Development Manager - BCS Recycling Specialists Asset Management

Purchasing and Contracts Essentials  (6 SDE PD Credits)

September 23
Breakout Session 1 -  Contract Terms and Complications
Time: 10:10 am
Presenter:  BJ Ryan, CFO - Moore Public Schools
Presenter:  Stephanie Schwab, Regional Director - SSC Services
Breakout Session 2 - School Business Court Cases and Case Studies
Time: 11:20 am
Presenter: David Young, Retired Director of Purchasing and Supply Management - Union Public Schools
Breakout Session 3 - Amazon Tips and Tricks
Time: 2:10 pm
Presenter:  Cameron Cox,  NIGP-CPP, Director of Purchasing -  Norman Public Schools
Breakout Session 4 - Preventing Financial Fraud
Time:  3:45 pm
Presenter: TBD

September 24
Breakout Session 5 - Open Records Act
Time: 8:30 am
Presenter: The Center for Education Law
Breakout Session 6 - Purchasing Procedures: Bids, Competitive Bidding Act, and Contracts
Time: 9:40 am
Presenter: The Center for Education Law

Basics of Short and Long-Term Debt Management (6 SDE PD Credits)

September 23
Breakout Session 1 - Capital Planning Essentials
Time: 10:10 am
Presenter:  Round Table
Breakout Session 2 - Oklahoma Commission on School and County Funds Cash Management
Time:  11:20 am
Presenter: TBD
Breakout Session 3 - Treasurer and CFO Debt Responsibilities
Time:  2:10 pm
Presenter: TBD
Breakout Session 4 - Bond Election Strategy & Community Communication
Time:  3:45 pm
Presenter: Zack Robinson, Senior Vice President | Investment Banker - BOK Financial Securities, Inc. 

September 24
Breakout Session 5 - Bond Election Strategy & Community Communication
Time:  8:30 am
Presenter: TBD
Breakout Session 6 - Putting It All Together - Case Study: A Full Bond Cycle
Time:  9:40 am
Presenter: Jericah Dawson, Municipal Advisor - Municipal Finance Services, Inc. 

Human Resources and Payroll Law (6 SDE PD Credits)

September 23
Breakout Session 1 -  Navigating Due Process Rights
Time:  10:10 am
Presenter: The Center for Education Law
Breakout Session 2 - Leave Law: Navigating FMLA, ADA and Worker's Compensation
Time:  11:20 am
Presenter: The Center for Education Law
Breakout Session 3 - Contract Law Essentials: Navigating Employment Contracts, Conflicts of Interest, etc.
Time:  2:10 pm
Presenter: The Center for Education Law
Breakout Session 4 - Contract Law Essentials: Navigating Employment Contracts, Conflicts of Interest, etc.
Time:  3:45 pm
Presenter: The Center for Education Law

September 24
Breakout Session 5 - Employee Misconduct, Investigations & Documentation Essentials
Time:  8:30 am
Presenter: Jay Loegering, SPHR, SHRM-SCP, Executive Director of Human Resources - Union Public Schools
Breakout Session 6 - Case Lab: Real-World Scenarios & Legal Decision-Making
Time:  9:40 am
Presenter: Jay Loegering, SPHR, SHRM-SCP, Executive Director of Human Resources - Union Public Schools

Activity Fund Fundraisers (6 SDE PD Credits)

September 23
Breakout Session 1 - Fundraising Foundations: What Makes a Fundraiser Compliant and Designing Strong Fundraiser Proposals
Time:  10:10 am
Presenter: Kurt Frentzel, SFO, CPO, Director of Purchasing and Supply Management - Union Public Schools
Breakout Session 2 - Sanctioned vs. Non-Sanctioned Clubs

                Time:  11:20 am
Presenter: Kurt Frentzel, SFO, CPO, Director of Purchasing and Supply Management - Union Public Schools
Breakout Session 3 - Handling Money: Collections, Controls & Sponsor Expectations
Time:  2:10 pm
Presenter: Mary Johnson, CPA - Mary E. Johnson & Associates, PLLC
Breakout Session 4 - Fundraiser Timing, Child Nutrition Rules, During-School Limits and Best Practices
Time:  3:45 pm
Presenter: TBD

September 24
Breakout Session 5 - Closing Out Fundraisers: Reconciliation, Red Flags & Audit Readiness
Time:  8:30 am
Presenter: TBD
Breakout Session 6 - The Fundraiser Challenge: Full-Cycle Simulation
Time:  9:40 am
Presenter: TBD

Oklahoma State Department of Education (6 SDE PD Credits)

September 23
Breakout Session 1 - Understanding Your Estimate of Needs: What the Report Really Tells You
Time:  10:10 am
Presenter: Sandy Jasper,  Financial Specialist - OCAS and Audits, State Department of Education
Breakout Session 2 - The OCAS Blueprint: Coding, Reporting and Avoiding Audit Flags
Time:  11:20 am
Presenter: Sandy Jasper,  Financial Specialist - OCAS and Audits, State Department of Education
Breakout Session 3 - State Aid & Funding Formula Reports
Time:  2:10 pm
Presenter: Renee McWaters, Program Manager - Office of State Aid, Oklahoma State Department of Education
Breakout Session 4 - Accreditation & Accountability Reports: What OSDE Looks For
Time:  3:45 pm
Presenter: Amy Young, Program Director - Accreditation, Oklahoma State Department of Education
Presenter: Dennis Williams, Senior Director - Accountability, Oklahoma State Department of Education

September 24
Breakout Session 5 - Federal Programs Reporting: From Consolidated Applications to Claims
Time:  8:30 am
Presenter: Tammy Smith, Senior Director of Federal Programs - Oklahoma State Department of Education
Breakout Session 6 - Round Table Discussion: Real-World Reporting Challenges

                Time:  9:40 am
Presenter: TBD

Intermediate and Advanced Excel (6 SDE PD Credits)

September 23
Breakout Session 1 to 3 - Intermediate
Time:  10:10 am
Presenter: Lisa Hood, Software  Trainer - Francis Tuttle Technology Center
        Breakout Session 4 - Advanced Tips and Tricks
Time:  3:45 pm
Presenter: Justina Fitzgerald, Encumbrance Clerk - Putnam City Schools

September 24
Breakout Session 5 to 6 - Advanced
Time:  8:30 am
Presenter: Lisa Hood, Software Trainer - Francis Tuttle Technology Center