2013 Education Summit & Expo

June 2-5, 2013 - Saratoga Springs, NY 

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Register Here!

NYSASBO Thanks the 2013 Education Summit & Expo Sponsors

Quick Links: 
Housing/Hotel Accommodations Information
Evening Events
New Paltz Course


June 2-5, 2013
Saratoga Hilton/Saratoga Springs City Center

The Expo

During the Education Summit & Expo, be sure to visit the over 100 exhibitors and learn more about the products and services in use today in New York State’s school districts. The tradeshow will be open on Monday, June 3 and Tuesday, June 4, 2013. The tradeshow officially begins on Monday, June 3 at 1:15 p.m. with a ribbon cutting ceremony. Take advantage of programming downtime to visit our supporters in the Exhibit Hall.

Exhibit Hours
Monday, June 3, 2013 1:15 p.m. - 5:30 p.m.
Tuesday, June 4, 2013 8:30 a.m. - 3:00 p.m.

Networking Receptions

Welcome Reception
Kick off the 65th Anniversary Education Summit & Expo with your fellow attendees on Sunday, June 2 from 6:00 to 7:00 p.m in the Gallery. Sponsored by Pharmacy Benefit Dimensions LLC - Independent Health Company.

Meet the Candidates Reception
Meet and mingle with colleagues and candidates for NYSASBO’s Board of Directors at this reception on Monday, June 3 from 6:00 to 7:00 p.m. in the Foyer/Pavilion. The event is sponsored by JP Morgan Chase Bank, NA.

Featured Meals

Keynote Breakfast
Monday, June 3, 7:30 a.m. - 8:30 a.m.

Uploaded Image: /uploads/images/Petrilli.jpgMr. Petrilli will be giving an inside look at how New York State compares nationally with other states of similar size and demographics in the areas of per pupil spending and academic achievement. Keynote address is sponsored by Bank of America. 

Mike Petrilli is one of the nation’s foremost education analysts. As executive vice president of the Thomas B. Fordham Institute, he oversees the organization’s research projects and publications and contributes to the Flypaper blog and weekly Education Gadfly newsletter. He is also a research fellow at Stanford University's Hoover Institution and Executive Editor of Education Next. Petrilli has published opinion pieces in the New York Times, Washington Post, and Wall Street Journal and appears regularly on NBC Nightly News, ABC World News Tonight, CNN, and Fox. He is author, with Frederick M. Hess, of No Child Left Behind: A Primer.

Awards Luncheon
Monday, June 3, 11:45 a.m. - 1:15 p.m.
Awards and scholarships will be presented at this lunch. Please come and support the recipients of these awards as NYSASBO acknowledges their achievements.

Other Conference Features

The Fitzharris & Co. 5K Walk in the Park
Tuesday, June 4, 6:00 a.m. - 7:00 a.m.
Fitzharris & Co. will once again sponsor each participant in support of breast cancer research. Tee shirts will be provided, and a $500 scholarship will be awarded to a NYSASBO attendee/participant that morning for a student in their school district.

Annual Vote
Tuesday, June 4, 9:30 a.m. - 11:00 a.m.
Active Members will have the opportunity to vote for positions of President-Elect for 2013 and two (2) two-year term Director seats on Tuesday from 9:30 a.m. to 11:00 a.m. in the Exhibit Hall.

Coffee and Dessert Social in Exhibit Hall
Tuesday, June 4, 2:00 p.m. - 3:00 p.m.
Following lunch on Tuesday, join your fellow conference attendees in the Exhibit Hall to conclude the Expo with great networking time for coffee and dessert. Cosponsored by Emblem Health and Capital One. 

Annual Meeting
Wednesday, June 5, 8:30 a.m.
Join President Meredith Brosnan and members of the NYSASBO Board of Directors for the annual “State of the Association” presentation. 

SBO Leadership Academy

Uploaded Image: /uploads/images/sbo-academy-logo-2013.jpgA session is being offered as part of the SBO Leadership Academy in conjunction with start of the Education Summit on June 1-2, 2013 at the Saratoga Hilton. For more information on the full SBO Leadership Academy program, visit here

SUNY New Paltz Running Educational Administration Course at the 2013 Education Summit & Expo

The Department of Educational Administration at SUNY New Paltz is offering “Financing Public Education in a Complex Economic and Political Environment of Change” (EDA793-96), earning three graduate credits towards the Certificate of Advanced Study for students participating in the NYSASBO 2013 Education Summit & Expo in Saratoga Springs. This course is acceptable for course credit in both the SBL/SDL (school building/district leader certification) & SDBL (school district business leader certification) programs. Read more


Due to the declining number of those interested in taking part in the golf tournament each year, no tournament will be held this year in conjunction with the conference. However, for those of you who still wish to golf on your own, you may contact Airway Meadows Golf Club, 262 Brownville Road, Gansevoort, NY 12831 at (518) 792-4144 to make arrangements/set up tee times. Pricing can be found at http://www.airwaymeadowsgolf.com/Rates.html.

Evening Events

Event Transportation Schedule:

NYSASBO encourages participants to take advantage of the transportation provided for our evening special events. Transportation to the special events listed below will depart from in front of the Saratoga Hilton on Broadway, and return trips will drop off riders at all host hotels.

Sunday, June 2, 2013: Saratoga Hilton to the Lake George Steamboat Company
Departure at 7:00 p.m. Return trips are scheduled for 8:30 p.m. after dinner and at 10:30 p.m. after the boat cruise.

Tuesday, June 4, 2013: Saratoga Hilton to the Prime Restaurant at the Saratoga National Golf Club
Departure at 6:15 p.m. Return trips be gin at 9:30 p.m. with last pick-up at 11:00 p.m.

Eventing Events:

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Sunday, June 2, 2013, 7:30 pm
Lake George Boat Cruise
A scenic boat cruise on Lake George will be available for the first evening of the conference. A reception and dinner will be served onboard prior to casting off. Transportation will be provided and sponsored by Leonard Bus Sales to and from the event. Parking is limited. Plan accordingly. Dress code is casual. You may wish to bring a sweater or jacket for cool and windy evening weather. The reception and entertainment are sponsored by The Omni Group, Inc.

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Monday, June 3, 2013
Back again, we will be doing the popular Dine-Around Saratoga Springs. Registrants will receive a $20 Dine-Around Coupon to use at any of the participating restaurants throughout downtown Saratoga. Participating Restaurants: Gaffney’s, Olde Bryan Inn, Mouzon House, The Parting Glass, Wheatfields, The Springs. Gratuities as well as any cost beyond the dollar amount of the coupon will be the responsibility of the bearer. No change on coupons allowed.

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Tuesday, June 4, 2013, 6:45 pm
Dinner & Mini Golf at Prime
A reception and buffet dinner to be hosted at the Prime Restaurant at the Saratoga National Golf Course. Nine holes of putt-putt golf will be available for your entertainment throughout the evening. Compliments of Library Mini Golf. Transportation will be provided to and from the event and is sponsored by Leonard Bus Sales. Reception sponsored by Hawkins Delafield & Wood LLP and New York Municipal Advisors Corporation (NYMAC).


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Sunday, June 2, 2013

12:00 p.m. to 5:00 p.m. - Attendee Registration

1:00 p.m. to 2:30 p.m. - Session 1
Capital Project Closeout
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgThis is the third in the series of pre-conference workshops dealing with capital projects. This workshop will take you through the final steps for completing reports and other paperwork needed to close the books.
Presenters: Joe Butler, Fiscal Advisors & Marketing, Inc.; Jim King, King & King Architects, LLP.; Ted Trespasz, Trespasz & Marquardt, LLP.; Joe Shields, Ferrara, Fiorenza, Larrison, Barrett, & Reitz; Gary Herbert, Lend Lease Corporation

2:45 p.m. to 4:15 p.m. - Session 2
Capital Project Closeout Continued
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4:30 p.m. to 6:00 p.m. - Session 3
Impacts to Education Finance
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Dr. Timbs will provide his invaluable insight into future obstacles Districts are facing with the financial impacts related to increased costs and decreased revenues.
Presenter: Dr. Rick Timbs, Statewide School Finance Consortium

4:30 p.m. to 6:00 p.m. - Past Presidents’ Reception (by invitation only)

6:00 p.m. to 7:00 p.m. - Welcome Reception
sponsored by Pharmacy Benefit Dimensions LLC - Independent Health Company

7:30 p.m. - Lake George Boat Cruise reception & entertainment sponsored by The Omni Group, Inc.


Monday, June 3, 2013

7:30 a.m. to 8:30 a.m. - Keynote Breakfast (details above in Highlights section) sponsored by Bank of America

8:00 a.m. to 4:00 p.m. - Registration Desk Open (Exhibitor registration begins at 8:00 a.m.)

8:30 a.m. to 10:00 a.m. - Session 4

Moody’s Credit Rating Process and the Outlook for Local Governments
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Moody’s methodology on rating General Obligation Bonds: Tax base, Finances, Management practices, Debt and Pensions. Moody’s pension adjustments and what it means for you and how NY school districts compare to other school districts across the nation.
Presenters: Robert Weber & Tiphany Lee, Moodys

Legal Update - Changes in Laws/Regulations
Uploaded Image: /uploads/images/institute-hour.jpgThis session will be a review of any changes that have occurred in laws and regulations that effect SBO's over the past six months, Jan - June.
Presenter: Kathy Ahearn, Esq., Guercio & Guercio, LLP

10:15 a.m. to 11:45 a.m. - Session 5

Economic Forecast
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgProper and thorough financial planning requires insight into the economy. This session will focus on the state and national trends that will impact local school district finances.
Presenter: James Glassman, J.P. Morgan Chase

The School Business Official Contract: A Legal Perspective
Uploaded Image: /uploads/images/institute-hour.jpgWhat’s in your employment contract? What should and should not be included? This session will provide a legal overview of the recommended components of the School Business Official contract.
Presenter: William F. Ryan, Jr., Esq., Tabner, Ryan and Keniry, LLP

11:45 a.m. to 1:15 p.m. - Awards Luncheon

1:15 p.m. to 2:15 p.m. - Ribbon Cutting Ceremony / Expo Opening Reception

1:15 p.m. to 5:30 p.m. - Expo Open

2:15 p.m. to 3:45 p.m. Session 6

Building Aid Update
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgThis session will provide valuable information regarding the interest rate update and recalculation of building aid; building aid amnesty; new aid commencement rules; and aid on sale or transfer of school buildings.
Presenter: Andrea Hyary, NYSED, State Aid Unit

Board of Education & Superintendent Relations
Uploaded Image: /uploads/images/institute-hour.jpgBuilding positive working relationships, credibility and trust with the Superintendent and Board of Education is critical to success as a School Business Official. A panel with school board member, superintendent and business official representation will discuss their experiences and offer advice to School Business Officials.
Panel: Alan Groveman, Superintendent of Schools, Connetquot CSD, Tom Austin, Retired Superintendent & Former SBO, Assistant to the NYSIR Executive Director, Paul Puccio, Board Member, Schodack CSD, Questar III BOCES, Tech. Valley HS

3:45 p.m. to 4:30 p.m. Expo Break take a break and visit our exhibitors

4:30 p.m. to 6:00 p.m. Session 7

Purchasing Update: What You Need to Know
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgThis session will focus on new Laws and Regulations facing school district purchasing. Key areas of emphasis will be on piggybacking contracts, and the process for using national and other municipal contracts. Time will be available for a Question and Answer period.
Presenters: Paul Brennan, NYSSAMPO Executive Director, Mark Stevens, Office of the State Comptroller

Communicating in Difficult Financial Times
Uploaded Image: /uploads/images/bush-suflita.jpgUploaded Image: /uploads/images/institute-hour.jpgThe slow burning fiscal crisis facing New York’s public schools has the potential to ignite a fire storm of conflict and controversy with key constituent groups in the year ahead. This session will be equal parts crisis management, issues management and grass roots organizing. Be prepared to walk away with a whole new appreciation for the role of communications and public engagement/advocacy when it comes to navigating in an era of unprecedented fiscal challenge and change.
Presenter: Deborah Bush Suflita, Senior Program Manager, Capital Region BOCES-Communication Service

6:00 p.m. to 7:00 p.m. - Meet the Candidates Reception Sponsored by JP Morgan Chase Bank, NA

Tuesday, June 4, 2013

6:00 a.m. to 7:00 a.m. - Fitzharris & Co. 5K Walk in the Park

7:30 a.m. to 8:30 a.m. - Networking Breakfast

8:00 a.m. to 4:00 p.m. - Registration Desk Open

8:30 a.m. to 3:00 p.m. - Expo Open

8:30 a.m. to 10:00 a.m. - Session 8
Financial Implications of APPR
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgReview of the financial impact on districts for the APPR mandates.
Presenter: Dr. Darlene Westinghouse, Director of Instructional Support Services

Best Practices for Effective Employment Supervision and Evaluation
Uploaded Image: /uploads/images/institute-hour.jpgEffective and timely staff supervision and evaluation is critical to the success of your work team. This session will provide legal guidance on best practices to avoid pitfalls that could lead to workplace disruption, collective bargaining issues and/or litigation.
Presenter: Beth Bourassa, Esq., Whiteman, Osterman & Hanna, LLP

9:30 a.m. to 11:00 a.m. - Annual Voting in the Exhibit Hall

10:00 a.m. to 11:00 a.m. - Expo Break take a break and visit our exhibitors

11:00 a.m. to 12:30 p.m. - Session 9

Transportation Efficiencies: Explore the Options
Uploaded Image: /uploads/images/institute-hour.jpgIs your transportation operation efficient? Participants will hear from a team of school districts that have implemented changes in their transportation operations to improve efficiency and achieve cost savings. The panel discussion will include information on: consolidation of bus routes, shared services & collaboration with other districts, and contracting out your transportation operation.
Panel: William Lyons, School Business Executive, Rensselaer City School District; Matt Bourgeois, Assistant Superintendent for Business, Niskayuna Central School District; Al Karam, Transportation Director, Bethlehem Central School District; Judi Kehoe, Chief Business & Financial Officer, Bethlehem Central School District

12:30 p.m. to 2:00 p.m. - Lunch - Featuring Speaker: Robert L. Megna, Director of the NYS Division of Budget

2:00 p.m. to 3:00 p.m. - Coffee and Dessert Social in the Exhibit Hall

3:00 p.m. to 4:30 p.m. - Session 10

Managing and Protecting Public Funds
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgReview actual threats, fraud, counterfeit, and cyber attacks, against local school district depository accounts and discuss methods and best practices to protect public deposits. Review and discuss current FDIC Insurance coverage and approved collateral options.
Presenters: Raymond Schick, Vice President, Global Security & Investigation; Carol Mark, Senior Vice President, Municipal Banking, JP Morgan

Is Your District in Compliance with Title IX?
Uploaded Image: /uploads/images/ahearn.jpgUploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgTitle IX of the Education Amendments of 1972 prohibits discrimination based on gender against students and employees of educational institutions that receive federal financial assistance. This session will provide an overview of the legal requirements of Title IX, focusing on areas which may have application for school districts in the areas of human resources, athletics, educational programming and other school activities.
Presenter: Kathy Ahearn, Esq., Guercio & Guercio, LLP

4:45 p.m. to 6:15 p.m. - Session 11

Health Care Reform
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgUp to date overview of the Affordable Care Act (ACA), with specific focus on the
"Cadillac tax."
Presenters: Michael Grinnell & Kirsten Tudman First Niagara Benefit Consulting

Regionalization & Shared Services
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgA panel discussion by school business officials on how they have successfully implemented and managed regionalization and shared services.
Panel: David Weiser, District Director for Central Services, Schenectady CSD; William Lyons, Business Executive, Rensselaer CSD; Mark Jones, Deputy Superintendent and COO, Capital Region BOCES

6:45 p.m. Dinner & Mini Golf at the Prime Restaurant at Saratoga National Golf Course
Reception sponsored by Hawkins, Delafield & Wood LLP & New York Municipal Advisors Corporation / Mini Golf compliments of Library Mini Golf


Wednesday, June 5, 2013

7:30 a.m. to 9:00 a.m. - Breakfast & Annual Meeting

9:00 a.m. to 10:30 a.m. - Session 12
Getting Your Business Office Operations Ready Before the Auditors Arrive
Uploaded Image: /uploads/images/vanduyne.jpgUploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgLaws, Regulations, and Accounting Standards are constantly changing. This session will provide an update on any new changes that will impact school district finances and assist school business officials with the implementation of any significant changes that will impact the business office operations. Some of these topics will include: The Comptrollers Fiscal Stress Monitoring Program, top ten Comptrollers findings, new government accounting and auditing standards, changes in Federal and State Laws and Regulations impacting School District finances.
Presenter: Marianne Van Duyne, R.S. Abrams & Co,. LLP.

School Consolidations & Mergers
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgSchool districts facing reductions in resources and shrinking enrollments are finding it difficult to provide students with the educational programs they deserve.  This session will identify the pros and cons of school consolidations and other solutions being explored by school districts across New York.
Presenters: Cosimo Tangorra, Superintendent, Ilion CSD; Mark Vivacqua, District Superintendent, Herkimer-Fulton-Hamilton-Otsego BOCES

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10:45 a.m. to 12:15 p.m. - Session 13
Healthcare Cost Containment Strategies
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgOverview of initiatives and protocols that employers can adopt in an effort to reduce their healthcare costs.
Presenters: Barry McNamara, President, Benetech (at right)

Tips for Running a Profitable School Lunch Program
Uploaded Image: /uploads/images/cpe-and-institute-hour-pic.jpgHow to successfully implement the new nutrition regulations and still have a profitable program.
Presenter: Debbi Beauvais, President, New York School Nutrition Association

12:15 p.m. to 1:45 p.m. - Lunch - Featuring Speaker: Michael A. Rebell, Executive Director, Campaign for Educational Equity, Teachers College, Columbia University
Michael A. Rebell is an experienced litigator, administrator, researcher, and scholar in the field of education law. He is the executive director of the Campaign for Educational Equity and Professor of Law and Educational Practice at Teachers College, Columbia University. The Campaign seeks to promote equity and excellence in education and to overcome the gap in educational access and achievement between advantaged and disadvantaged students throughout the United States. He is also a member of 1) the national Equity and Excellence Commission that presented a report to the Secretary of Education and the Congress in February, 2013; 2) the New NY Education Reform Commission appointed by Gov. Cuomo to come up with a blueprint for future success of the state’s schools.