Florida Association of School Business Officials
FASBO 48th Annual Conference
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October 7-10, 2014
DoubleTree by Hilton at SeaWorld
Orlando, FL
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Florida Association of School Business Officials
48th Annual Conference
Doubletree at SeaWorld, Orlando, FL
“Using Tomorrows Technology – Our Recipe for Successful Students Today”
Tuesday, October 7, 2014
FREE If attending conference Room
8 hours A&A Florida Bay - 3
8 am – 10 am GASB Update - Leanne Cross, Mauldin and Jenkins
10 am – 12 pm Construction Auditing – Rob Broline, McGladrey
12 pm – 1pm Lunch Sponsored by Ford & Associates
1 pm –3 pm Recording and Reporting of Debt – Paul Duren
3 pm – 5 pm CAFR Preparation – Jim Drake
FREE If attending conference
8 am – 4 pm Payroll 101 Training Class Mediterranean A
Topic
8 am – 12 pm Payroll 101
12 pm – 1 pm Lunch Sponsored by Ford & Associates
1pm – 3 pm Payroll Accounting
3 pm – 5 pm Payroll Record Keeping & Retention
FREE If attending conference
8 am – 4:40 pm Accounts Payable Training Class Indian
8 am – 9 am Responsibilities
9am – 11 am Processing
11am – 12pm Controls
12 pm – 1 pm Lunch Sponsored by Ford & Associates
1pm – 2 pm Controls (cont)
2 pm – 3:30 pm Tax Reporting
3:30 pm – 4:40 Technology
Roundtables
1:30 pm -4:30 pm Internal Auditors Panel Discussio Mediterranean B
1:30 pm – 4:30 pm Operations/Maintenance/Energy Mediterranean C
Dissection of the operating practices at some of Florida's largest Districts. This will include the oversight of the custodial function, derivation of the work order rate, what is kept in-house/what is contracted out, recruiting talent, backlogs, school-pay work vs. maintenance-pay projects, etc.
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1:30 pm – 4:30 pm Property Records/Fixed Assets Roundtable Caribbean A
1:30 pm – 4:30 pm Purchasing / Contracts/Warehousing Roundtable Caribbean B
Wednesday, October 8, 201 (cont.) Room
2 pm – 9 pm Vendor Set Up Oceans Ballroom
5:00 pm – 5:30 pm FASBO Board of Directors Meeting Room #205
5:45 pm - 7:00 pm Registration Caribbean C
5:45 pm – 7:00 pm Welcome Hospitality Tampa Bay Patio
Sponsored by PFM Asset Management
6:00 am Start your morning with a RivalHealth Workout Lobby
8:00 am – 3:00 pm Conference Registration Caribbean C
Special Thanks to Ameresco and Valic for conference bags
8:00 am –9:00 am Continental Breakfast Oceans Ballroom
8:00 am – 9:00 am First Time Attendee Breakfast & Scholarship Recipients Mediterranean A
Sponsored by Ameresco and Valic
8:45 am – 9:00 am Vendor Greetings Meeting (Vendors Only) Oceans Ballroom
Tracey Gallentine Presiding
(You are encouraged to attend General & Mini Sessions)
9:00 am – 10:00 am Opening Session Coral A-B
Invocation and Pledge of Allegiance
Robert Waremburg, Vice President
Color Guard: Winter Park High School NJROTC
Chorus: Boone High School
Welcome: Dr. Jesús F. Jara, Deputy Superintendent, Orange County Public Schools
Presiding: Robert Waremburg, Vice President
Introductions and Announcements
SASBO Greetings, Terry Haas, SASBO President and Rita Zazzaro FL SASBO Rep
Presiding: Art Dunham, President
Vendor Introductions
10:00 am - 11:00 am Motivational Speaker: Jeff Joiner
Topic: Creating a Culture Where Things Get Done!
Succeeding as a School Business Official is not a solo endeavor. Executing with excellence in today’s world requires new strategies and relationships. Attendees of this seminar will learn how to develop cross-functional teamwork, build alliances in their community, promote the
Wednesday, October 8, 2014 (Cont.) Room
amazing things their department does, and create a culture where things get done.
Presiding: Art Dunham
Door Prize Drawing
11:00 pm – 1:45 pm Expo Open Vendor Trade Show and Member/Vendor Luncheon in Oceans Ballroom
Door Prize Drawings throughout Luncheon
2:00 pm –3:00 pm Special Interest Sessions
A Topic: “What a Difference a Year Makes” Part 1 Caribbean A
Broward County Public Schools roadmap to continuous improvement
Target Area: Operations/Transportation
Speaker: Eric Chisem, Assistant Director (TA) Student Transportation & Fleet Services, Broward County Schools
Presiding: Sam Bays, Operations Director
B Topic: The Cafeteria is a Learning Laboratory for Good Nutrition Caribbean B
Nutrition education, gardens, farm to school
Target Area: Operations/Food Service
Speaker: Darlene Moppert, MS,RD,LD/N Program Manager, Food and Nutrition Services, Broward County Schools
Presiding: Art Dunham, President
C Topic: Warehousing – Key Performance Indicators Mediterranean A
Target Area: Purchasing, Contracts & Warehousing
Speaker: Barry Boyer, Warehouse Director, Seminole County Schools
Presiding: Rene Barnard, Purchasing Director
D Topic: FASBO Certification Program Mediterranean B
Target Area: FASBO Certification Program
Speaker: Rita Zazzaro, Payroll Director Lee County Schools
Presiding: Ritz Zazzaro, HR Director
E Topic: Implementing ESS/MSS Travel and Expense with ACH Reimbursements at Orange County Public Schools (OCPS) Mediterranean C
This presentation will take you on a journey of how OCPS successfully implemented SAP’s ESS/MSS Travel & Expense functionality. We will use storytelling to share how we made the “Switch” from a paper to completely electronic process.
Target Area: AP
Speaker: Jermaine Patterson
Presiding: Mark Ninah, Accounting Director
Wednesday, October 8, 2014 (Cont.) Room
3:05 pm –4:05 pm Special Interest Sessions
A Topic: “What a Difference a Year Makes” Part 2 Caribbean A
Broward County Public Schools Roadmap to continuous improvement
Target Area: Operations/Transportation
Speaker: Eric Chisem, Assistant Director (TA) Student Transportation & Fleet Services, Broward County Schools
Presiding: Sam Bays, Operations Director
B Topic: Payroll Roundtable Discussions Caribbean B
Target Area: H/R/Risk Management
Speaker: Rita Zazzaro, (Facilitator)
Presiding: Rita Zazzaro, HR Director
C Topic:Online Pricing Events – The Most Over Looked Mediterranean A
This session will highlight the most effective process and method for using “online pricing”, and how to select the appropriate commodities/services to procure using this tool. While there are many variations of this methodology, many government entities now own or have the ability to contract for these services that, in most cases, produce substantial savings for a broad range of commodities and/or services.
Target Area Purchasing, Contracts & Warehousing
Speaker: Neil McDonald, Crowne, Inc
Presiding: Rene Barnard, Purchasing Director
D Topic: College and Careers – Business to Futures in Drop Out Recovery Mediterranean B
Target Area: Charter Schools
Speaker: Joy Baldree, Director of Education Services, MycroSchool Charter High Schools
Presiding: Verna Hurley-Long, MIS Director
E Topic: Cash Flow Projections Mediterranean C
Target Area: Business
Speaker: Jerry Ford, Ford & Associates/FAI Capital Management
Presiding: Rhonda Odom, Financial Director
4:05 pm –4:15 pm Beverage Break Main Lobby
4:15 pm –5:15 pm Special Interest Sessions
A Topic: “What a Difference a Year Makes” Part 3 Caribbean A
Broward County Public Schools Roadmap to continuous improvement
Target Area: Operations/Transportation
Speaker: Eric Chisem, Assistant Director (TA) Student Transportation & Fleet Services, Broward County Schools
Presiding: Sam Bays, Operations Director
Wednesday, October 8, 2014 (Cont.) Room
B Topic: Future Cafeteria Managers…Investing in Your Department’s Future Caribbean B
Leadership development, Intern manager program
Target Area: Operations/Food Service
Speaker: Darlene Moppert, MS,RD,LD/N Program Manager, Food and Nutrition Services, Broward County Schools
Presiding: Art Dunham, President
C Topic: FISH Mediterranean A
Catch the energy and release the potential based on the story of the Seattle based fish company
Target Area: Leadership
Speaker: Terry Haas, CFO Mooresville Graded Schools, North Carolina
Presiding: Jim Drake
D Topic: AP Roundtable Mediterranean B
Target Area: Accounts Payable
Speaker: Marianne Romanowski, Seminole County Schools
Presiding: Mark Ninah, Accounting Director
E Topic: Pensions and OPEBs Mediterranean C
Their Effect on Your Books, Your Budget and Your Borrowing
New GASB accounting standards for Pensions and OPEBs will soon be I mplemented with large new items appearing on your district’s balance s heet. Pension reform, healthcare benefits and other cost trends seem to be I n the news on a daily basis. Finally, rating agencies have been changing t he way to look at pensions and OPEBs. These and related topics will be d iscussed from a high-level perspective by consulting actuaries with n ational and Florida experience
Target Area: Finance
Speaker: Piotr Krekora, ASA, MAAA, PhD & James Rizzo, ASA, EA, FCA, MAAA, Gabriel, Roeder, Smith & Company
Presiding: Rhonda Odom, Finance Director
5:30 pm – 7 pm FASBO Member/Vendor Reception Oceans Ballroom
Sponsored by LBS South
7:00 pm FASBO night on your own
7 pm –7:15 pm Vendor Wrap Up (Tracey Gallentine presiding)
7:15 pm – 10 pm Vendor Breakdown Oceans Ballroom
Thursday, October 9, 2014
7:30 am –8:30 am Continental Breakfast Indian Ballroom
8:00 am – 11:00 am Registration Caribbean C
Thursday, October 9, 2014 (cont) Room
8:30 am – 10:00 am Vendor Round Tables Pacific Ballroom
This session will provide an opportunity for vendors and attendees to discuss more specifically and informally topics relating to Auditing, Energy/Facilities, Finance/Business Management, Fixed Assets/Property Control, Food Service, IT and Purchasing. This “roundtable discussion” will consist of a short presentation related to the topic as well as an in-depth Q&A opportunity. You won’t want to miss being “around” this session! Three chances to win $100!
10:00 am – 10:15 am Beverage Break Indian Ballroom
10:15 am – 11:15 pm FASBO General Session Indian Ballroom
Topic: Legislative Update
Speaker: Vern Crawford, President, Schoolhouse Consulting Group, Inc
Presiding: Art Dunham
Door Prize Drawing
11:15am – 11:45 pm FASBO General Business Meeting
Door Prize Drawing
11:45 pm – 1:00 pm Lunch on Your Own
1:00 pm – 2:00 pm Special Interest Sessions
A Topic: Implementing the Healthy Hunger-Free Kids Act, 2010….Where are we now? Caribbean A
Food Service Challenges, Vending, Fundraising
Target Area: Operations/Food Service
Speaker: Darlene Moppert, MS,RD,LD/N Program Manager, Food and Nutrition Services, Broward County Schools
Presiding: Sam Bays, Operations Director
B Topic: Leveraging Technology for Access: The Key for Success Caribbean B
Target Area: Charter Schools
Speaker: Tami Hocker, Curriculum Coordinator & Professional Development Trainer, School for Integrated Academics & Technology
Presiding: Verna Hurley-Long, MIS Director
C Topic: Legislative Updates – Impacts to Purchasing & Contracting Mediterranean B
This session will review the recent, narrow interpretation of section 119.0701, Florida Statutes by the Florida Attorney General’s office and when you must include this provision in your contracts. The session will also review section 501.171, Florida Statutes, passed during the 2014
Thursday, October 9, 2014 (cont) Room
Legislative Session, and your obligations regarding security of electronic data containing personal information.
Target Area: Purchasing, Contracts & Warehousing
Speaker: Suzanne D’Agresta, Shareholder, Brown, Garganese, Weiss & D’Agresta, P.A.
Presiding; Rene Barnard, Purchasing Director
D Topic: Federal Labor Law Audits Mediterranean C
Target Area HR/Payroll
Speaker: William Richardson, Outreach Specialists, US Department of Labor
Presiding: Rita Zazzaro, HR Director
E Topic: CAFR Coral A
Target Area: A/P, Finance
Speaker: Carol MacCleod, CFO, Lake County Schools
Facilitators: Mark Ninah, Accounting Director
2:05 pm – 3:05 pm Special Interest Sessions
A Topic: Marketing to Increase Free and Reduced Price Meals…It Takes a Community Caribbean A
Marketing plan, targeting special groups, stakeholders
Target Area: Operations/Food Service
Speaker: Darlene Moppert, MS,RD,LD/N Program Manager, Food and Nutrition Services, Broward County Schools
Presiding: Art Dunham, President
B Topic: Facility Condition Assessments – When, How and Why your District Have One Caribbean B
What should you expect? Should you participate directly? How much will it cost? A brief primer on the basics of this crucial first step towards putting a value on the condition of your facilities
Target Area: Operations/Construction/Maintenance
Speaker: Sam Bays, Director Physical Plant Operations, Broward County Schools
Presiding: Sam Bays, Operations Director
C Topic: Benchmarking & Best Practices - Increasing Distribution Center Productivity & Efficiency Mediterranean B
Learn a step-by-step description of an ideal approach to benchmarking
Why qualitative and quantitative benchmarking go hand-in-hand
Key benchmarking resources in the supply chain industry
Steps to setting up a benchmarking program
Target Area: Purchasing, Contracts & Warehousing
Thursday, October 9, 2014 (cont) Room
Speaker: Michael Mikitka, Chief Executive Officer, Warehousing Education & Research Council (WERC)
Presiding: Rene Barnard, Purchasing Director
D Topic: Retirement Plan Connections: Plan Documents, Plan Audits, DOMA and More Mediterranean C
Target Area: HR/Risk Management
Speaker: Richard Turner, Vice President and Deputy General Council, Valic
Presiding: Rita Zazzaro, HR Director
E Topic: Affordable Health Care Act Coral A
Target Area: Finance
Speaker: John M. Drye, Esquire: Chief Risk Strategist and General Counsel, Campus Benefits
Presiding: Rhonda Odom, Finance Director
3:05 pm – 3:15 pm Beverage Break Main Lobby
3:15 pm –4:15 pm Special Interest Sessions
A Topic: Culture of Safety – ARC-FLASH Caribbean A
Target Area: Operations/Maintenance/Facility
Speaker: John Leedy, Owner, Electrical Engineer, Leedy Electric
Presiding: Sam Bays, Operations Director
B Topic: Stockroom and Warehousing Caribbean B
Current Practices
Which Items to Stock? How BCPS determines the correct items to have on hand at all times for Maintenance and Direct School Use. Cycle Counts. Par levels and Reorder Points. Contracting and Capturing Quantity Discounts. Safe Warehouse Work Practices, Forklift and Aerial Lift Certifications.
Target Area: Operations
Speaker: Phillip H. Dorsett, Supervisor, Stockroom and Warehouse, Broward County Schools
Presiding: Robert Waremburg, Vice President
C Topic: Stressed Spelled Backwards Is Desserts Mediterranean B
Take a humorous look at daily life and the people you encounter. Dealing with the daily stressors can be easy if you are willing to laugh at obstacles in your path.
Target Area: Leadership
Speaker: Terry Haas, CFO Mooresville Graded Schools, North Carolina
Presiding: Jim Drake
Thursday, October 9, 2014 (cont) Room
D Topic: How Schools Can Procure Technology with Creative Financing Options Mediterranean C
Given Florida’s move to Digital Classrooms in the 2014 session, districts are faced with meeting the needs of students and teachers through technology acquisition - which changes often. Apple Financial Services will deliver a presentation over various ways to map your districts technology needs with the current budget. AFS will provide various options for school business officers and district leadership to consider, including different financing options as well as best practices for financing technology
Target Area: IT
Speaker: David Lyne, Apple
Presiding: Verna Hurley-Long
E Topic: Options for Increasing Revenues Coral A
Target Area: Finance
Speaker: Judy Preston, Associate Superintendent Financial Services, Brevard County Schools, Leanne Evans, CTP, Treasurer, Palm Beach County Schools
Presiding: Rhonda Odom, Finance Director
4:20 pm – 5:20 pm Special Interest Sessions
A Topic: Custodial Services Caribbean A
According to a recent survey, nearly all Florida Districts use a "hybrid" model of Custodial Services where the school-based custodians report to the school principal but are trained and receive quality-control feedback from maintenance staff. What is your experience with this model and are you interested in doing something different? Broward County is investigating Custodial Services on a national level to determine Best Practices and where innovations are happening
Target Area: Operations/Maintenance
Speaker: Sam Bays, Director Physical Plant Operations, Broward County Schools
Presiding: Sam Bays, Operations Director
B Topic: The Future of School Stockroom/Warehouse Management Caribbean B
Automated Dispensing (owned or vendor-supplied?). Just-In-Time Purchasing and Inventory Controls. Consignment Supply Management. Outsourcing the Warehouse/Stockroom Function.
Target Area: Operations
Speaker: Phillip H. Dorsett, Supervisor, Stockroom and Warehouse, Broward County Schools
Presiding: Robert Waremburg, Vice President
Thursday, October 9, 2014 (cont) Room
C Topic: Preserving Capital – Innovative Facility Projects Mediterranean B
Johnson Controls, Inc. and Bank of America Merrill Lynch will provide details on an innovative program that will allow your School District to make improvements to your facilities – without spending existing capital or adding additional debt. The program is allowed under Florida Statute and Guarantees that the improvements will pay for themselves with savings
Target Area: Purchasing, Contracts & Warehousing
Speaker: Paul Angersbach, Johnson Controls
Presiding: Rene Barnard, Purchasing Director
D Topic: Escape From the Email Monster Mediterranean C
Target Area: Leadership
Speaker: Jim Drake, Monroe County Schools
Presiding: Jim Drake
E. Topic: Commercial Card Programs – Emerging Technologies & Best Practices Coral A
Target Area: Accounting
Speaker: Jay Darnell, CDFM, Commercial Card Sales Consultant, Regions Bank, Commercial Card Services
Presiding: Mark Ninah, Accounting Director
5:30 pm – 6:30 pm Reception Florida Bay Patio
Evening on Your Own
Friday, October 10, 2014
7:30 am – 8:30 am Continental Breakfast Indian Ballroom
8:30 am – 9:30 am Super Session
A. Topic: Performance Pay Models Caribbean A-B
Target Area: H/R, Payroll
Panel: Rita Zazzaro,
Presiding: Rita Zazzaro, H/R Director
B. Topic: LED Lighting in Classrooms Mediterranean A-B
Overview and specifics to usage and savings in the classrooms.
Target Area: Maintenance, Facilities, Energy, Transportation
Speaker: Marc Wachtel, Sr. Vice President of Sales, LEDareUS
Presiding: Robert Waremburg, Vice President
C. Topic: Florida Education Finance Program, FEFP 101 Pacific
Target Area: Auditing, Finance, Business, A/P, Purchasing
Speaker: Chris Sanchez, Sr. Educational Program Director, DOE
Friday, October 10, 2014 (cont.) Room
Presiding: Rhonda Odom, Finance Director, Mark Ninah, Accounting Director
9:35 am – 10:35 am General Session Indian Ballroom
A. Topic: FRS – Perspective is Everything
In this session, Mr. Brown will offer a fresh, new look into the Florida Retirement System (FRS). He will show how recent changes have impacted employee benefits and what future changes are possible. This eye-opening session will leave you with a much better understanding of how these retirement benefits actually work, and steps that can be taken to protect yourself in the future.
Speaker: Chris Brown, Senior District Manager, Valic Financial Advisors
Presiding: Rita Zazzaro, H/R Manager
10:40 am – 11:40 am General Session
Topic: Economic Forecast
Speaker: David Jang, Senior Vice President, D.A. Fixed Income Management, Sharon Stark, Managing Director, Fixed Income Strategist,
D.A. Davidson & Co.
Presiding: Art Dunham
Door Prize Drawing
11:40 am – 12 Introduction of New Officers and Directors Closing Remarks
Grand Door Prize Drawing
12:15 am – 1:30 pm Board of Directors Meeting Mediterranean C
Presiding: Robert Waremburg
Welcome
Dr. Jesús F. Jara, Deputy Superintendent, Orange County Schools
Jesús Jara is the deputy superintendent for Orange County Public Schools. As the former superintendent and chief operations officer in Monroe County Public Schools, he increased participation and performance in Advanced Placement and Algebra I and led the district to a ranking of 8th, its highest ever. As executive director of the College Board’s Florida Partnership based in Tallahassee, Jara was responsible for coordinating College Board programs and services to provide equity and access to minority and underrepresented students in Florida. Jara led the state and College Board research units to develop, refine and implement the data collection and evaluation process, and also served as a liaison between the College Board and state, district and school-level educators, and the governor’s office.
Previously, Jara was senior educational manager for the New England Regional Office, where he was responsible for leading K-12 programs and services. Jara joined the College Board in 2005 after serving public school systems in Florida and Massachusetts as teacher and administrator.
Immediately after college, he joined Miami-Dade County Public Schools, where he taught science for five years, then spent time as dean of students at Coral Gables Senior High School before moving to the High School of Science and Technology in Springfield, MA as principal. During this time, he bolstered graduation rates, increased the number of college-bound seniors and doubled the number of AP® courses offered. In 2005, the high school was a semifinalist for a College Board Inspiration Award, an annual honor recognizing the most improved secondary schools in the United States.
While in Massachusetts Jara was also a member of the executive board for the Pioneer Valley Interscholastic Athletic Conference, where he worked to implement standards for academic excellence for athletes throughout the state.
Jara grew up in Florida and attended Miami-Dade public schools himself before earning his associate degree from Miami Dade College, then moving on to Barry University in Miami Shores, Fla., where he earned his bachelor’s degree in sports medicine. He earned his master’s degree in science education from Nova Southeastern University and completed his doctorate in educational policy from the University of Massachusetts Amherst with a focus on Fidelity of Formative Assessment System to Improve Classroom Instruction.
Motivational Wednesday, October 8, 2014
Jeff Joiner, Keynote and Motivational Speaker
Jeff Joiner is an award-winning speaker and trainer who has worked with companies, school districts, and professional associations around the country. He combines his background as a college instructor, sales professional, and business owner to provide engaging, humorous seminars that help people get more done in less time and with less stress.
General Session Thursday, October 9, 2014
Vern Crawford, President Schoolhouse Consulting Group, Inc.
Vern Pickup-Crawford has been President and Consultant of Schoolhouse Consulting Group, Inc., for the last eleven years after a 33-year career in various curricular, instructional and policy roles as a Palm Beach County school district administrator. He began his government relations work in 1974 following Legislative enactment of the Florida Education Finance Program.
He's continued his legislative lobbying work for Palm Beach and the local, state and federal levels. He currently represents Charlotte, Collier and the Treasure Coast school districts in Tallahassee.
He is a native of West Palm Beach and graduated from high school there. He holds degrees from Florida State and Florida Atlantic University and resides in Palm Beach County with his spouse, a library/media specialist retired from the school district. His son is a Palm Beach County public school graduate and his grandson attends elementary school in Polk County.
Chris Brown, Senior District Manage, VALIC Financial Advisors
Mr. Brown has been associated with VALIC since 1999. He has been in in the financial services industry working with educators since 1995. In that time, he has conducted hundreds of presentations to thousands of State employees on the Florida Retirement System, including the Pension Plan, Investment Plan, and DROP. He believes strongly in the importance of educating all employees in the details of the current pension system, and the possible changes that may come in the future.
General Session Friday, October 10, 2014
David Jang, Senior Vice President, D.A. Fixed Income Management,
David Jang is a Senior Vice President, Director of Client Advisory Services for Davidson Fixed Income Management, Inc. and has over 25 years of treasury and investment advisory experience with emphasis in the Florida government sector the past 10 years. Mr. Jang has served on various FGFOA School of Governmental Finance subcommittees since 2003 and has given presentations on treasury, investment and economic topics at the FGFOA School of Governmental Finance, Florida School Finance Officers Association, Florida Association of School Business Officers, Council of Business Affairs and various FGFOA Local Chapter meetings. Before joining DFIM, Mr. Jang was Senior Managing Consultant at the PFM Group in Orlando, Florida. Prior to that, Mr. Jang worked in institutional sales at Multi-Bank Securities, Sovereign Securities Corporation and McDonald Investments. His previous treasury management experience includes Bank of Montreal, Sumitomo Bank and Bank of New York among others. Mr. Jang earned his bachelor’s degree in economics from the Wharton School, University of Pennsylvania. Mr. Jang has earned the Association of Financial Professionals designation of Certified Treasury Professional and the Florida Public Pension Trustees Association designation of Certified Public Pension Trustee. He also has FINRA Series 7, 24, and 63 licenses.
Sharon Stark, Managing Director, Fixed Income Strategist, D.A. Davidson & Co.
Sharon Stark is Fixed Income Strategist for D.A. Davidson & Co., providing regular economic outlook and perspectives on the capital markets, offering timely investment and asset allocation ideas and themes for Davidson’s clients, and giving regular public commentary in the news media.
Ms. Stark has over 25 years of broad experience in the financial services industry including business strategy development, bank regulation/policy development, and portfolio management/securities trading.
Before her work with D.A. Davidson, Ms. Stark was with Sterne Agee’s Fixed Income Division, where she also served as a Fixed Income Strategist. She previously served as the Senior Advisor to the Deputy Director and COO of the Office of Thrift Supervision (OTS) on policy and operational issues designed to achieve the objectives of the OTS. Her work included participating in review and development of new federal programs to enhance liquidity and expand credit capacity in the U.S. financial system including the Troubled Asset Relief Program (TARP) and the Home Affordable Modification Program (HAMP). Before that, she was Chief Market Strategist for fixed income capital markets with Legg Mason. She served as a spokeswoman for the firm with appearances on CNBC, Bloomberg TV and radio, and Reuters. Ms. Stark also spent five years with the FDIC as Deputy Assistant Director, managing the policy and training section of the Office of Capital Markets. She previously held portfolio management, trading and analyst/research positions.
Ms. Stark majored in Finance at George Washington University and is fluent in conversational Chinese.
Special Interest Sessions:
Darlene Moppert, MS, RD, LD/N Program Manager, Nutrition Education Training, Food and Nutrition Services, Broward County Schools
Darlene Moppert has lead nutrition and food programs in South Florida for more than three decades. Since 2004, she has held the position of Program Manager for Nutrition Education and Training, Food and Nutrition Services, of the School Board of Broward County, Florida. In that role, she helped craft the District’s Wellness Policy. Through her guidance, the District received USDA Best Practice Awards in 2011 for Healthfully Ever After, a literacy based nutrition education program developed with the Junior League of Fort Lauderdale, in 2013 for the development of a monthly fresh fruit and vegetable tasting program for all elementary schools and in 2014 for customer service in marketing the Free and Reduced Price Meal Program. In June of 2014, she presented at a Congressional Briefing in Washington, DC regarding successful implementation of the Healthy Hunger Free Kids Act. Darlene is a registered dietitian holding both a bachelor’s (Barry University) and a master’s degree (Florida International University) in nutrition and dietetics. She’s a past president Florida Academy of Nutrition and Dietetics and coauthored a chapter on food service in schools in the textbook entitled “Managing Food and Nutrition Services” (Jones and Bartlett Publishers, 2008). She is a recipient of numerous awards including the Florida Academy of Nutrition and Dietetics Distinguished Dietitian Award (1991), its Mentor’s Award (2003) and the prestigious Path Award (2012) from the Stempel School of Public Health, Florida International University for her contributions to public health in south Florida. She has addressed multiple organizations on subjects ranging from vegan meals in schools to the use of an integrated approach to child nutrition and wellness. Whether speaking to the PTA or school administrators, Darlene Moppert motivates audiences when speaking of her passion, nutrition.
Sam Bays, Director Physical Plant Operations, Broward County Schools
Sam is the Director of Maintenance for Broward County Public Schools. Before that he was a Project Manager III with BCPS with more than $50 Million in completed construction since 2005. Before becoming a public servant, Sam worked in the private sector, building and operating a wide range of projects from single family homes to large Assisted Living Facilities from California to New Jersey and Michigan to Florida. He is a State of Florida GC, A LEED AP, and a Building Commissioning Professional. He graduated with an MBA from U.F. and a B.S. in Industrial Management from WVIT.
Suzanne D’Agresta, Brown, Garganese, Weiss & D’Agresta P.A.
Suzanne D’Agresta is a shareholder with Brown, Garganese, Weiss & D’Agresta, P.A. She is certified by The Florida Bar as a specialist in City, County and Local Government Law, and has significant experience in transactional and litigation matters involving School Boards. She concentrates her practice in the area of local government law. She is the recipient of the highest rating (AV) given by Martindale-Hubbell for legal ability and ethics. Ms. D’Agresta is recognized as a Florida Super Lawyer by Law and Politics. She is a member of the Florida School Board Attorney’s Association, and served as its President in 2006. She was appointed to the City, County and Local Government Certification Committee for the maximum 6 year term and the Ninth Circuit Grievance Committee “D” for the maximum 3 year term. She is also a member of the National School Board Association/Council of School Attorneys, and The Florida Bar Education Law Committee.
Ms. D’Agresta currently serves as the school board attorney for the School Board of Indian River County, and has performed significant legal work for the School Board of Osceola County, and other school boards and cities in Florida. She is a frequent speaker on such local government issues as sunshine Law, public records, public procurement and employment matters.
Ms. D’Agresta is admitted to practice in Florida state and federal courts. She is admitted to The Florida Bar, and the Bars of the United States District Court for the Middle District of Florida, the United States Court of Appeals for the Eleventh Circuit and the Supreme Court of the United States. She earned her law degree from the University of Florida in 1994, and received her Bachelor’s degree from the University of Central Florida.
Neil McDonald, Crowne Consulting
N. D. McDonald has over thirty-five years of experience in public procurement and consulting services with the last seventeen years being with Osceola County Schools as their Purchasing Supervisor. Mr. McDonald has CPPB certification and is past president of FASBO. Mr. McDonald is presently Director of Procurement Services with Crowne Inc. in Ocoee, Fl.
Jermaine B. Patterson, Sr. Business Process Specialist, Orange County Schools
Jermaine Patterson is an SAP certified Public Sector Solution Specialist who works as a Sr. Business Process Specialist for Orange County Public Schools (OCPS). Jermaine joined OCPS in July 2007, and is directly responsible for analyzing business processes, designing solutions, and leading the delivery of technology initiatives for the Finance, Travel Management, and Accounts Payable functional areas. Since joining OCPS, some key projects implemented are as follows:
• SAP’s ESS/MSS online Travel & Expense solution with ACH reimbursement,
• Electronic payment methods (e.g. ACH, e-Payment, and credit card) in SAP
• Bank interfaces to enhance electronic bank reconciliation processes,
• SchoolFunds Online, a hosted internal fund accounting solution (Manatee replacement),
• SchoolPay Online, a hosted online payment solution,
• Custom web-based application via SAP that interfaces with the bank for the district’s monthly purchasing card certification process,
• OCPS Travel Card program,
• SAP Project Systems solution to track and report stimulus funding,
• SAP’s SRM and ROS system implementation,
• SAP upgrade from 4.7 6c to ECC 6.0, and
• Upgraded the Asset Accounting inventory solution that uses handheld scanning devices
Jermaine is a product of the Volusia County public school system graduating from Daytona Beach Seabreeze High School with honors. He earned his bachelor’s degree in Computer Information Systems from Florida A&M University, and immediately began his career in 1994, as a Programmer Analyst in the Information Technology division of Amoco Corporation in Chicago. While working in Chicago, Jermaine obtained his Master’s in Business Administration from DePaul University.
Paul R. Angersback, MBA Senior Account Executive, Gulf Coast Florida Region, Johnson Controls, Inc.
Responsible for initiating and developing financial solutions which address business issues in the Public Sector market. These bundled Water & Energy offerings focus on renewing my customer’s infrastructure, funded through Guaranteed energy savings, reduced operating costs & uncollected revenue.
Educational Background: MBA, Executive Management, Ashland university, Ashland OH, BS, Business Administration, Ohio Northern university, Ada, OH
Professional Affiliations: Florida City & County Management Association, Florida Rural Water Association, Rural Water Alliance – Exclusive Strategic partner, national Rural Water Association, American Water Works Association, Florida League of Cities, National league of Cities, Florida County Commissioners Associations.
Jerry Ford founded Ford & Associates, Inc. in 1998 after spending fourteen years as the head of Florida Public Finance for a major southeast regional bank and subsequently for one of the nation’s largest privately held investment banks. Responding to the financial turmoil which left governmental entities shaken, Mr. Ford founded FAI Capital Management, Inc. in 2008. Both of the firms are headquartered in Tampa, Florida.
Ford & Associates, Inc. specializes in debt-related financial advisory services to governmental entities and not-for-profit corporations from Florida to California. Ford & Associates has completed more that $8 billion in tax-exempt, taxable, and tax-credit issues for a wide range of issuers. Specializing in K-12 education, Ford & Associates is a leading advisor to Florida’s school districts. FAI Capital Management, Inc. was founded in response to the meltdown of the State Board of Administration Local Government Investment Pool. FAI provides highly focused investment planning, analysis and advisory services to governmental clients. FAI’s focus is on providing highly conservative investment programs tailored to detailed cash flow analyses. In 2009, FAI was successful in drafting modifications for the State of Florida investment statutes which were later passed by the Legislature. In 2010, FAI worked closely with State representatives, the Florida Bankers Association, and with entities such as FADSS to ensure that the State’s Qualified Public Depositories statutes continue to provide a safe haven for governmental deposits.
Prior to entering the investment banking field, Mr. Ford was asenior consultant with Booz, Allen and Hamilton in Washington D.C. Mr. Ford served in the Office of the Secretary at the U.S. Department of Health, Education and Welfare. Mr. Ford graduated with a B.S. degree from California State University and received a M.P.A. from the University of Southern California.
Paul Duren, CPA, Retired, Director Budget Seminole County Schools
Paul is the Director of Finance at the School Board of Seminole. He has been employed with the school system for 18 years. Prior to his employment with the Seminole County, he worked with the Office of the Auditor General for 13 years.
Margo Marten, CPA, Retired, Director Finance, Orange County Schools
Margo is a native Floridian, being born in Deland, Florida near Daytona Beach and Orlando. She loves animals and currently has 8 cats on 2.5 acres of now slightly less wooded land, after the hurricanes. Margo has both a bachelor’s and master’s degree from the University of Central Florida. She received her CPA license in 1977. Margo worked as an auditor for the Office of the Auditor General for over 18 years in the central Florida area. She then worked for the Flagler County School Board as the Assistant Superintendent of Business and Finance for over 8 years. Margo currently works for the Orange County Public Schools as a Director of Finance. In her current position she helps with the preparation of the AFR and prepares the CAFR along with other duties.
Chris Sanchez, Sr. Educational Program Director, FL DOE
Chris Sanchez is the Senior Educational Program Director of the Office of Funding and Financial Reporting at the Florida Department of Education. Her responsibilities include developing and interpreting policy directly related to school district funding and financial reporting, calculating and distributing funds provided through the Florida Education Finance Program (FEFP) and class size reduction operating categorical funds, and program cost accounting and financial reporting of Florida school districts. Prior to joining the Florida Department of Education in June 2010, Ms. Sanchez served as the Vice President of Operations for Conimar Corporation, a plastics manufacturing company. Chris has a Bachelors degree in Accounting from Flagler College, a Bachelors degree in Multinational Business Administration and a Minor in Public Administration from Florida State University.
Judy Preston, Associate Superintendent Financial Services, Brevard County Schools
Judy Preston is the Associate Superintendent of Financial Services for the School Board of Brevard County. As head of the Finance Division she has oversight responsibility for:
Accounting Services
Budgeting, Cost Accounting & FTE
Food Services
Purchasing and Warehouse Services
Risk Management
Transportation Services
Prior to her current position, she served as the head of the Budgeting, Cost Accounting, and FTE department and as a high school math teacher, both in Brevard. She received her Bachelor’s degree from the University of Central Florida and her Master’s degree from Stetson University.
Judy is also very active in various professional organizations. She is past president of the Florida School Finance Officers Association and past chairman of the Florida School Finance Council, which is an advisory group to the Florida Department of Education. On the national front, Judy serves as treasurer for the National Association of Federally Impacted Schools. She also serves as a legislative liaison for the district on both the state and federal levels.
In the past, Judy has presented at various in-service and leadership development programs for college students, future administrators, current school and district level administrators, district finance officers, school district superintendents, and school board members. She has also participated in a number of organization and management reviews of Florida school districts.
Leanne Evans, CTP District Treasurer, Palm Beach County Schools
Leanne Evans, CTP has worked for the School District of Palm Beach County since 1997. As the District’s treasurer, her current responsibilities include management of cash and investments, merchant services, debt and the capital budget. Since 2000, she has coordinated the issuance of 50 debt issues including TANs, RANs, COPs, GOs, Commercial Paper, Leases and swaps. Prior to joining the School District, Leanne spent several years in retail and commercial banking. She is a native to Palm Beach County; a graduate of Florida Atlantic University with a Bachelor of Business Administration in Finance and a Bachelor of Science in International Business.
John Leedy, P.E. Owner, electrical Engineer, Leedy Electric
John has been in the electrical field since 1975. He worked as an electrician, setting electrical panels, running conduit and pulling wire in commercial and industrial facilities.
He received his degree from the University of Florida as an Electrical Engineer in 1982 and has a Master Degree in Engineering Management.
John worked for General Electric for 6 years performing power substation protective relay calibration, power transformer maintenance and was a drives engineer working for the paper mills.
In 1987 John joined the family business, Leedy Electric. Since then, John earned his Master Electrician License, and is a Professional Electrical Engineer in the State of Florida and Georgia.
John has been working with the NFPA 70E Arc Flash regulation since 2004, after one of his electricians was badly burned in an electrical arc flash. John has conducted hundreds of on-site Arc Flash Hazard Analysis all over the southeastern United States. John is a widely recognized expert in the field and has trained both Management and their employees in the NFPA 70E standard.
Phillip H. Dorsett, Supervisor Stockroom and Warehouse, Broward County Schools
Phil has over 26 years of procurement experience in the Public School System, from Journeyman Electrician through Electrical Supervisor, to his current role.
Joy Baldree, Director of Education Services, MycroSchool Charter High Schools
Joy became the Director of Education Services for Region 3 in 2013. She joined the SIATech family in 2006 as the Principal of SIATech Gainesville. While there she began a community outreach program that led to the opening of MYcroSchool Gainesville. She developed and led our NEWEastern Learning Academy program which opened in 2010. Joy has served the organization as a leader in Data and Accountability, and currently serves as the Florida Director of Education Services. Joy began her teaching career as an English teacher in 1992, later becoming a Regional Technology Specialist, and working in both the Instructional Technology and Informational Services departments at Citrus County Schools
before becoming the Principal of Cypress Creek Academy. Joy attended the University of South Florida for her Bachelor’s Degree and the University of Phoenix for her Master’s Degree in Educational Leadership. She is currently working on a ED.D in Educational Leadership and Educational Technology. Joy attended the Harvard Principal’s Institute in 2009, presented the SIATech program at the Model School Conference in 2010, and was awarded the SIATech Employee of the Year Award in 2010, the Florida Leadership Award in 2011 for Community Outreach, and Teacher of the Year
Michael Mikitka, Chief Executive Officer, Warehousing Education and Research Council (WERC)
Michael is chief executive officer and is responsible for helping WERC live up to the commitment it has made to their members and the industry. Michael and his team work to ensure WERC provides its members with education, research and services to develop them professionally and to improve the performance of logistics within their organizations. WERC is headquartered in Oak Brook, IL.
Michael joined WERC in 2000 and served as the senior director of the organization’s flagship annual conference and managed WERC’s network of chapters. In 2009, WERC’s board of directors appointed Michael as CEO.
Michael began his association career at the Property Loss Research Bureau (PLRB), a trade association of property and casualty insurance companies. In that role, Michael created learning materials and managed the association’s educational programs as well as their annual conference and tradeshow.
Michael holds the Certified Association Executive (CAE) designation and is an active member in the American Society of Association Executives and the Association Forum of Chicagoland.
Eric Chisem, Assistant Director Student Transportation & Fleet Services, Broward County Schools
Eric M. Chisem is a strategic and focused public leader. Eric has for over 20 years of experience working in the Public Sector. Currently, he serves as the Assistant Director (TA), Student Transportation & Fleet Services for the School Board of Broward County, Florida. Eric has garnered capabilities in a variety of roles including, but not limited to: risk management, logistics, project management, strategic planning and analysis, human resources, facilitation, public speaking and training. Eric's leadership strength focuses on applying a hands-on approach with the skillset necessary to coach teams in a dynamic and multifaceted culturally enriched work-environment. Eric leads by example and builds consensus with internal stakeholders and external strategic partners to achieve goals. For the past few years, Eric has worked to support the three pillars of the School Board, which are: High Quality Instruction, Continuous Improvement and Effective Communication.
Tami Hocker, Curriculum Coordinator, School for Integrated Academics and Technology (SIATech)
Tami Hocker has 30 years of experience in secondary education and is currently a doctoral student at Southeastern University. She is the Curriculum Coordinator for the School for Integrated Academics and Technology (SIATech) and presents professional development at the school, district, and national level.
Jay Darnell, CDFM, Commercial Card Sales Consultant, Regions Bank, Commercial Card Services
Jay Darnell currently serves as the Commercial Card Sales Consultant for the East Region – covering southern Virginia, the Carolinas, North Georgia and the state of Florida – for Regions Bank and is based in Orlando, Florida. He has over 15 years of experience in the commercial card industry – with experience in the public and private sector.
Prior to joining Regions Bank, Jay managed the Commercial Card Program for the U.S. Department of Defense in Washington, D.C. In this capacity, he managed the Department’s global card program – consisting of 1.5MM accounts, exceeding $8B in annual spending.
In addition to his experience managing a public-sector card program for the Defense Department, Jay spent over 7 years at Bank of America, as a Card Portfolio Manager in the bank’s Global Government Group.
Before entering the private sector, he served on active-duty in the U.S. Marine Corps from May 1996 – October 2003. While in the Marine Corps, Jay served in the Financial Management field with the 3rd Marine Regiment at Marine Corps Base Hawaii and as a Joint-Staff action officer at U.S. Central Command, located at MacDill AFB in Tampa, Florida.
Mr. Darnell is a Certified Defense Financial Manager (CDFM), founding member and former President of the North Carolina Veteran’s Business Association, member of the North Alabama chapter of the American Society of Military Comptrollers (ASMC) and attended Faulkner University in Montgomery, AL.
John M. Drye, Chief Risk Strategist, Campus Benefits
John M. Drye is the Chief Risk Strategist for Campus Benefits, is lead counsel for their in-house legal team and is tasked to support the customer with the assurance of fiduciary responsiveness. Staying ahead of industry and regulatory directives, John is also a key member of their Media Services Group that is charged with delivering innovative and compliant communication pieces and technological advancements to the hands of their customers. Whether their clients require assistance creating complex five-year benefits strategies, advocating for employers or employees with insurance carriers, or to simply ask a quick legal question, John is available to provide the necessary services during an uncertain time. Serving as General Counsel for World Insurance Association, Inc., Group of Companies for over a decade, he has extensive legal experience in insurance law and employee benefits.
Prior to joining the company, John worked with IBM in their legal department in Tokyo, Japan. John has authored articles on everything from Teacher Tort Liability: 101 to keynote speeches on healthcare reform to hundreds of HR professionals and companies. John oversees carrier negotiations, contractual agreements and creates implementation strategies for risk management. John serves as the President of his Homeowner’s Association and lives in Alpharetta, Georgia with his wife, Rhonda, and two children.
Conference Sponsors & Exhibitors
Platinum Sponsors
LBS South, LLC
Gold Sponsors
Silver Sponsors
Crowne Procurement Services
Frontline Technologies Inc.
Matthews Buses Inc.
Valic
Bronze Sponsors
Ameresco
Davidson Fixed Income Management, Inc
Federated Investors – Florida Prime
Florida Transportation Systems
PFM Asset Management
Regions Bank
Source4Teachers/MissionOne
Exhibitors
Atkinson Auctioneers, Inc.
BocaVox
Buckeye International
Commerce Bank
Durham School Services
E&I Cooperative Services
Focus School Software
GCA Education Services
GovDeals Inc.
Horace Mann
J.P. Morgan
Johnson Controls
Kelly Educational Staffing
Lynx Buyback – Corporate Cellular Buyback
MCC Innovations
Online School Management Systems (OSMS)
PESG
Respect of Florida
RivalHealth
SEAS Education
School Specialty
Stambone & Associates, Inc
Superior Text
TCPN
TeamWorks Solutions, Inc
The Nutrition Group
Transportation Sector Consultants
Other FASBO Supporters
Apple, Inc.
Ford & Associates
Preferred Meal Systems
Retirement Plan Services of America
TSA Consulting
FASBO Officers and Directors
Officers
President Art Dunham Pinellas County
Vice President Robert Waremburg Clay County
Treasurer Jim Drake Monroe County
Director at Large Jeff Robison Hillsborough County
Directors
Mark Ninah
Director Accounting Management
Orange County Schools
Rhonda Odom
D Director Financial Management
Putnum County Schools
Rita Zazzaro
D Director Human Resources Management
Lee County Schools
Verna Hurley-Long
Director MIS
Hillsborough County Schools
Sam Bays
Director Operations Management
Broward County Schools
Rene Barnard
Director Purchasing Management
DeSoto County Schools
Board Members
Rita Zazzaro
SASBO Rep
Tracey Gallentine
Vendor Rep
Sid Tally
Naylor Rep
Robin Hukill
Executive Director
FASBO PAST PRESIDENTS
65/66 Ed Hurst
66/67 Fred H. Kline
67/68 Thomas Smith
68/69 Anthony Telleck
69/70 Gladys Earnest, Volusia
70/71 Donald C. Birch
71/72 Joseph J. Smith, Duval
72/73 John Guttner
73/74 James O. Eddy
74/75 George E. Geinzer
75/76 William C. Whitten
77/78 John E. Dowda
78/79 Edward Smith, Orange
79/80 Pat Strickland, Osceola
80/81 Tildon Davis
81/82 Paul Phillips
82/83 L. B. Gravely, III, Alachua
83/84 Wallace S. Odom, Escambia
84/85 Julia McCord
85/86 Gary C. Harnage, Nassau
86/87 Alton J. Nolle, Jr., Orange
87/88 Billye M. Wilcox, Sr.
88/89 Sandra J. McCracken, Pinellas
89/90 Noah Powers, Marion
90/91 Bob Wilson, Collier County
91/92 Frank K. West, West Palm
92/93 Michael Bowen, Lee
93/94 Samuel S. Scallan, Escambia
94/95 Robert Manley, Polk
95/96 Mary Chambers, Alachua
96/97 John Atkins, Highlands
97/98 Dan Scott, Duval
98/99 John Pavelchak, Seminole
99/00 Paul Duren, Seminole
00/01 Sid Tally, Orange
01/02 Margo Marten, Flagler
02/03 Bill Humbaugh, Lee
03/04 Len Krysko, Pinellas
04/05 Jim Drake, Lake
05/06 Edward Daugherty, Manatee
06/07 Pat Riggs, Pinellas
07/08 Desiree Henegar, Sarasota
08/09 Neil McDonald, Osceola
09/10 Wayne Hart, Polk
10/11 Ritz Zazzaro, Manatee
11/12 Jeff Robison, Hillsborough
12/13 Tommy Crosby, Marion County
2014 Vendor Showcase
Adkinson Auctioneers, Inc.
7270 Kyle Court
Sarasota, FL 34240
940-361-1070
We are a full service auction company in all of Florida specializing in live and online auctions.
Ameresco Bronze Sponsor
2202 N West Shore Blvd Ste 200
Tampa, FL 33607
321.2644.8823
Ameresco is an independent energy solutions company delivering long-term customer value through innovative systems, strategies and technologies.
Combined Benefits Group specializes in Section 125 administration and ancillary employee benefits utilizing online technology for employee education and enrollments.
Apple, Inc
2910 Kerry Forest Parkway D4-186
Tallahassee, FL 32309
850-251-6884
BocaVox
2900 Glades Circle Ste 500
Weston, FL 33327
954-453-9705
BocaVox developers of Maestro SIS, offers a fully configurable cloud-hosted SaaS solution capable of managing the full student life-cycle from tracking leads to alumni.
Buckeye International
4103 SW 34th St.
Orlando, FL 32811
407-426-7644
Buckeye international is a manufacturer and distributor of industrial maintenance cleaning chemicals.
Commerce Bank
3913 Saddle Ridge Street
Valrico, FL 33596
813-294-9700
Commerce Bank’s automated accounts payable solutions create efficiencies as well as a new revenue stream. Stop by and find out how!
Crowne Procurement Services Silver Sponsor
2710 Rew Circle Ste 200
Ocoee, FL 34761
407-579-1311
Crowne Procurement Services is part of a diversified consulting firm serving Florida School Districts, Cities, & Counties since 1986. Crowne Procurement Services prides itself on having over 80+ years of combined procurement & supplier-side experience, an extensive knowledge of procurement requirements & processes and on the stability of an active ownership team. In partnership with EASi, Electronic Auction Services, Inc we are making the most of a proprietary technology platform to help you procure everything from A to Z and help you SAVE.
Davidson Fixed Income Management Inc. Bronze Sponsor
941 West Morse Blvd. #100
Winter Park, FL 32789
407-618-4269
Investment Advisory and Treasury Management Consulting Services
Durham School Services
4300 Weaver Parkway
Warrenville, IL 60555
800-950-0485
Durham School Services is a full service student transportation provider dedicated to getting students to school safely, on time and ready to learn.
E&I Cooperative Services
2 Jericho plaza Ste 309
Jericho, NY 11753
800-283-2634
E&I is the only member-owned, not-for-profit sourcing cooperative focused exclusively on education. E&I delivers savings on products and services that reduce costs and optimize supply chain efficiencies.
Federated Investors – Florida Prime Bronze Sponsor
1001 Liberty Ave
Pittsburg, PA 15222
412-288-5188
Investment products, economic and market commentaries, retirement products and services
Florida Transportation Systems Bronze Sponsor
7703 Industrial Lane
Tampa, FL 33637
813-980-0174
Family owned and operating in Florida for more than 30 years, Florida Transportation Systems represents Blue Bird school buses and other quality transportation products throughout the state of Florida.
Focus School Software
475 Central Ave. Ste 400
St. Petersburg, FL 33701
727-592-8133
From managing your budget and purchasing needs, to human resources and payroll, the Focus ERP Solution is a powerful tool for districts of any size. The user-friendly interface enables seamless processes for all of your purchasing, budgeting, human resources and payroll needs.
Ford & Associates
109 S. MacDill Ave.
Tampa, FL 33609
(813) 874-6621
Provides investment advisory services.
Frontline Technologies, Inc Silver Sponsor
397 Eagleview Blvd.
Exton, PA 19341
866-574-9169
Aesop is an automated substitute placement and absence management system. Veritime is a web based time and attendance system.
GCA Education Services
4702 Western Ave. Ste 101
Knoxville, TN 37921
888-736-0863
GCA Services Group, Inc. is a leading national provider of quality facility services, including custodial services, facilities operations and maintenance, grounds and athletic field management, and more. GCA’s Education Division serves over 240 K-12 school districts, including over 3000 schools, and over 75 higher education institutions throughout the U.S. and Puerto Rico. Its client retention rate is an exceptional 98+%. For more information, please visit or follow GCA on Twitter, @gcaservices.
GovDeals, Inc.
5907 Carmichael Place
Montgomery, AL 36117
800-613-0156
GovDeals, Inc. provides online auction services to government agencies to sell their surplus items online.
Horace Mann Companies
1 Horace Mann Plaza
Springfield, IL 62715
800-999-1030
Horace Mann offers retirement system workshops, flexible benefit plan services and convenient payroll payment options for auto and life insurance and 403(b) annuities.
J.P. Morgan
450 S. Orange Ave.
Orlando, FL 32779
407-236-5383
The team at J.P. Morgan provides relationship-based consultation, commercial banking solutions serving the comprehensive needs of institutions including credit, treasury, leasing and liquidity solutions.
Johnson Controls, Inc.
500 Saturn Court unite 53
Marco Island, FL 34145
216-571-0300
Capital Fund Preservation – Facility Improvements funded through Guaranteed Savings.
Kelly Educational Staffing
425 Andalusia Ave.
Santa Rosa Beach, FL 32459
713-385-8855
KES is the largest provider of substitute teachers nationwide and in Florida. We are full service, cost-savings solution. Stop by and see how we can save your district time and money.
LBS South, LLC Platinum Sponsor
10628 General Ave
Jacksonville, FL 32220
904-800-3220
LBS South: your one-stop-shop for the sale and support of IC School Buses – the quality you expect and service you deserve.
Lynx Buyback – Corporate Cellular Buyback
7048 Midway Terrace #104
Ocala, FL 34472
352-680-0207
Lynx Buyback – Corporate Cellular Buyback. We purchase used obsolete cell phones and tablets from companies, municipalities, and school districts in Florida and Across America.
MCC Innovations
PO Box 2235
Tallahassee, FL 32316
800-262-2633
MCC Innovations helps create transparency in associations, organizations & government with electronic solutions for records management, document management, and legislative management.
2014 Vendor Showcase
Matthews Buses Inc. Silver Sponsor
4802 West Colonial Drive
Orlando, FL 32808
407-219-3820
Authorized FL dealership for Thomas Built Buses. Parts, service, warranty, training and debt free financing solutions for the lowest life cycle cost school buses.
Online School Management Systems
22375 Broderick Dr. Ste 125
Sterling, VA 20166
703-378-8399 ext 202
Online School Managements Systems (OSMS) is a leading provider of online software solutions to accept credit card payment for activity and cafeteria funds as well as track teacher receipts of cash and check for K-12 school districts. We have over 8 years of K-12 software experience and have some of the country’s largest school districts as our customers. OSMS is dedicated to developing dependable, full featured online software solutions to the K-12 market while providing responsive and knowledgeable support to our customers.
PESG
402 BNA Dr. Ste 202
Nashville, TN
855-74-STAFF x 7403
PESG creates efficiencies and provides value to local school districts through a collaborative partnership of educational staffing for substitute teachers and other educational staff. We are committed to excellence, continuous improvement, and are responsible for all PPACA monitoring and compliance costs for our partners.
PFM Asset Management Bronze Sponsor
300 South Orange Ave Ste 1170
Orlando, FL 32801
407-648-2208
PFM Asset Management LLC is an independent firm providing investment advisory services to school districts, cities, counties, higher education and healthcare institutions and not for profits.
Preferred Meals
5240 St. Charles Rd.
Berkeley, IL 6063
708-318-2500
Preferred delivers real nourishing meals that kids enjoy – and school districts families and the community can trust.
Regions Bank Bronze Sponsor
10245 Centurion Parkway
Jacksonville, FL 32256
904-565-7981
Regions Bank offers a broad range of financial services designed specifically for the public sector. These services address everything from large capital projects to equipment financing to daily treasury management.
RESPECT of Florida
2475 Apalachee parkway Ste 205
Tallahassee, FL 32301
850-942-0905
RESPECT is a non-profit organization designated by DMS to administer Florida’s State User Program by selling to government entities commodities and contractual services produced by Floridians with disabilities.
Retirement Plan Services of America
3268 Winthrop Cir
Marietta, GA 30067
440-664-6644
RPSA helps school districts design and implement tax advantaged plans for employees to supplement their retirement expense needs. These plans include Tax-Free Health Reimbursement Arrangements (HRAs), for health related expenses, including post-employment health insurance premiums, and Tax-Deferred Special Pay Plans (SPP) for discretionary expense needs. These plans typically are funded by accumulated unused sick and/or vacation day payouts. By establishing both the HRA and SPP, employers take full advantage of the prevailing tax regulations - Tax-Free and Tax-Deferred
RivalHealth
6601 Hillsborough St.
Raleigh, NC 27606
919-803-6709
RivalHealth is an innovative fitness and nutrition provider. The Rival Fusion program customizes a daily plan based on your goals and current fitness level.
School Specialty
W6316 Design Drive
Greenville, WI 57942
888-388-3224
School Specialty is a leading provider of furniture and supplies for classrooms, Art, PE, early childhood and special needs Pre-K-12.
SEAS Education
PO Box 590
Mountain Home, AR 72654
870-221-7327
SEAS Education offers support for Medicaid Programs. Our Plan Management Suite if fully integrated with our Medicaid Services Package, focusing on maximizing revenue while maintaining compliance.
Source4Teachers/MissionONe Bronze Sponsor
800 Kings Highway South Ste 405 & 410
Cherry Hill, NJ 08034
856-482-0300
Source4Teachers and MissionOne are the premier providers of Comprehensive Educational K-12 Management Programs to public and charter schools. We are leaders in the field of recruiting, training, managing and retaining substitute teachers, paraprofessionals, and support personnel.
Stambone & Associates, Inc.
PO Box 5858
Lakeland, FL 33807
863-646-6445
Representative for Scranton Products, Inc. Solid plastic toilet compartment, lockers and vanity tops
Superior Text
151 Airport Industrial Dr.
Ypsilanti, MI 48198
866-482-8762
Take the hassle out of buying, selling or repairing your textbooks. Superior Text’s commitment to quality, affordability, and service makes it the best choice for your textbook needs!
TCPN
11280 West Rd.
Houston, TX 77065
713-554-0437
National Governmental purchasing cooperative.
TSA Consulting Group
15 Yacht Club Dr NE
Fort Walton Beach, FL 32548
850.244.7306
403(b)0/457(b) Retirement Plan Administration. Serving Florda’s School
Districts since 1997.
TeamWorks Solutions, Inc
7283 Highway 42 W #102-233
Raleigh, NC 278603
910-892-0034
For 12 years TeamWorks has provided state of the art maintenance software. Our mobile and legacy applications help our clients reduce cost and improve efficiencies.
The Nutrition Group
580 Wendel Rd. Ste 100
Irwin, PA 15642
888-272-8106
Food Service Management Services
Transportation Sector Consultants
885 Island Park Drive Ste 210
Charleston, SC 29492
843-884-2720
Transportation Sector Consultants offers consultation services to help improve the way your school district, company or organization operates its fleet of buses.
VALIC Silver Sponsor
4300 W. Cypress Street Ste 1000
Tampa, FL 33607
813-961-1019
Retirement & financial planning services
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Feel free to contact Tracey Gallentine @ tgallentine@ or 321-264-8823 anytime
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