inter-com · cifically to these transfers is required. indiana’s public access counselor...

IASBO InterCom Nov./Dec. 2018 - 1

Office of Executive DirectorOne N. Capitol, Suite 1215

Indianapolis, IN 46204(317) 639-3586 x106FAX (317) 639-4360

E-mail: [email protected]

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The Indiana Association of School Business Officials delivers programs and services to the membership for the purpose of advancing Indiana public education and the profession of school business management.

MissionStatement

Hello again my friends,

We have reached that time of year again…the holidays. It is a magical, exciting, smile produc-ing, stressful, frustrating and demanding couple of months that many of us simultaneously look forward to and perhaps also dread a little.

At a time when our work life is overloaded with retro pays, teacher appreciation grant pay-ments, year-end preparation, working with the DLGF on your budget and more we also have the busiest time of the year at home. How we view that busyness may depend on whether or not you have young children or grand children close by. At my house, with grown children out of the house it seems to be checking tasks off our list. We all have a list don’t we?

Thanksgiving was a great start to the holiday season filled with won-derful comfort food and the opportunity to watch family dynamics in action. We have the opportunity to eat just a little too much, to nap bliss-fully, and spend quality time with those people young and old that we care about.

Once we get beyond Thanksgiving Day the race begins. Many of you shop on black Friday. That shopping started late Thursday night for my wife and didn’t end until late Friday. Your list begins to round into shape as you put up the Christmas tree, set out decorations, begin to wrap presents and fill the calendar with holiday related events and programs. The folks in my office have been planning our Christmas lunch for weeks. They have had several work nights as they plan and create what will be

Articles of Interest . . .President’s Message ................................. 1-2Notices for Transfers ....................................2IASBO Emerald Sponsors ...........................3From Denny’s Desk ......................................4Professional Development Calendar ....... 6-7IASBO New Members .................................8Mike Seger ..................................................10IASBO President Continued .....................12

School Fiscal Indicators .............................13Mileage Rate / School Law & Rules Book 13Building A Leadership Legacy ........... 14-15IASBO Legislative Resolutions ........... 16-19School Tax Referendum ....................... 20-21IASBO Sponsors ........................................ 22Business Associates................................ 24-28

• PERFORMANCE SERVICES • AMERICAN FIDELITY • STIFEL • ICE MILLER • TRUSTINDIANA

Platinum Sponsors

President’s Message

Kevin Scott,IASBO President

continued on page 2

2 - IASBO InterCom Nov./Dec. 2018

IASBO OFFICERS ANDBOARD OF DIRECTORS 2018-2019

President Kevin Scott, ElkhartPresident-Elect Scott Bowling, CrawfordsvilleVice President Carla Gambill, Linton StocktonTreasurer Stephanie Pittman, BremenRegional Directors Terms Ends June, 2019 Jim Evans, Wawasee Eric Rody, Lafayette Karen Scalf, Richmond Brian Tomamichel, Westfield Myra Fischvogt, Jennings County

Term Ends June, 2020 Rob James, Lake Central Brad Yates, Bluffton-Harrison Michelle Cronk, Kokomo Tanya Pearson, North Putnam Rick Allen, Southeast Dubois

Past President Ted Zembala, Hobart

Exhibitor Representatives Tim Thoman, Performances Services Mike Galliher, Boyce Forms/Komputrol

Member Services Administrator Ella Adamson

Professional Development Coordinator Cynthia Kattau

Executive Director Dennis Costerison, RSBO

Office of Executive DirectorOne North Capitol, Suite 1215Indianapolis, Indiana 46204

(317) 639-3586 FAX: (317) 639-4360E-mail: [email protected]

www.indiana-asbo.org

VisitIndiana ASBO

atwww.indiana-asbo.org

President’s Message . . . continued from page 1an experience for the rest of the building staff. Whew, that takes a lot of energy.

With all that going on it seems we must be very intentional about taking a few moments to enjoy the special moments that occur. For me it occurred recently when we took our great nieces to Elf the Musical. Santa is the story teller in the play. At this particular theater the cast greets the audience in the lobby after the show. Santa had a real beard and was unusually authentic looking. Our nieces (grades 1 and 4) were very chatty with the cast as we worked our way down the line, right up until we reached Santa. When they looked up at him they could barely speak. They were convinced that he indeed was the real Santa. The look on their faces was priceless. And in that moment, the craziness and stress of all the activities as we race toward that magical day was once again all worth it.

I trust you to will find your moment. It likely will sneak up on you when you least expect it, but you will know it when it comes. Take just a bit of time to relish the moment as it no doubt will make the weight of all the activities on your list a little bit lighter.

As we close in on the 25th, please remember the reason for the season. Merry Christmas my friends. See you next month.

School Corporation Notices for Transfers

The Department of Local Government Finance has received questions relating to the notices required by the following statutes:

• IC 20-40-2-6: Transfers from education fund to operations fund.• IC 20-40-2-7: Transfers to closeout general fund.• IC 20-40-18-11: Transfers to education fund.

In each case, the Department’s interpretation is that the statutes are

speaking to regular open-door law requirements. It is not the Department’s interpretation that a separate newspaper advertisement pertaining spe-cifically to these transfers is required. Indiana’s public access counselor concurs with the Department’s interpretation.


The Indiana ASBO Board of Directors has created a fourth level for the IASBO Sponsor-ship Program. The “Emerald” sponsorship category is the highest level for the sponsorship program. The benefits of the Emerald level can be found on the IASBO website.

Indiana ASBO is very pleased to announce that the following firms have notified IASBO that they will be Emerald sponsors beginning on January 1, 2019:

Indiana ASBO Creates A New Sponsorship Level – “EMERALD”

PERFORMANCE SERVICES

AMERICAN FIDELITY

STIFEL

IASBO thanks these firms for stepping up and their continuing support of the Indiana ASBO membership.

-

- -- -

IASBO Gold Sponsor . . .


from Denny’s DeskDennis Costerison, IASBO Executive Director

The 2019 Indiana General Assembly will begin its work on January 3. Since the Organiza-tional Day this past November, I have been meeting with legislators, staffers, and Dr. Jennifer McCor-mick and her staff on numerous legislative issues. The focus of several of these meetings has been teacher compensation and admin-istrator positions. Legislators are looking at public polls that empha-size the need to increase teacher compensation and that there are too many administrators. These issues have been with us for many years and IASBO has been in these discussions privately with several legislators.

In order to retain teachers and to deal with the teacher shortage, increased compensation for teach-ers is an important factor. Even though many would dispute this, compensation for teachers is a pri-ority of school boards and adminis-trators. We all want the best quali-fied individuals teaching the future of our state and country – the students in Indiana’s public school classrooms. Even with a positive December state revenue forecast, the needs of the Department of Child Services and Medicaid spending leave little for increased K-12 funding. I firmly believe that the General Assembly will work to provide increases in state support for our public schools. But the funding will be lessened because of DCS and Medicaid. Teacher compensation will continue to be a

discussion this session and into the future.

Once again the issue of too many administrators has been raised by the ISTA and legislators. A national study states that only 38% of all school staff are teach-ers. The problem with these stud-ies always is the definition of who is an administrator. The Indiana Department of Education catego-rizes non-teaching personnel titles for reporting purposes. There are 96 separate titles. Yes, there are principals, directors, supervisors, business managers, superinten-dents, assistant superintendents, etc., but there are also social work-ers, athletic coaches, and nurses listed as non-teaching positions. Further, the list includes numer-ous positions for teachers who are department heads or deans who still teach. The issue of too many administrators is a slippery slope that will be a discussion issue this session. I would suggest to all of you to be prepared to defend your administrative staffing.

The 2019 session of the Gen-eral Assembly will definitely have its challenges. Besides teacher compensation and administrative issues, the following will also be high priorities – school safety, CTE funding, expansion of vouchers, the waiver for protected taxes, the complexity index, kindergarten cut-off date, virtual schools, and teacher appreciation grants just to name a few. And, of course,

there are surprise issues that arise. Indiana ASBO will be in the State House halls every day working with legislators, staffers and other groups to assure our voice is heard. Please continue to meet with your local legislators and share your story about how legislative actions impact the students in your corpo-ration. Your local communication with legislators is so important as we move forward to deal with the challenges facing public education.

What a wonderful time each

year we have to celebrate with family and friends the holiday season. Besides a lot of eating, football games, presents, parties and family gatherings, this time is a great opportunity to recharge our batteries and take some time for ourselves. The challenges are great, but the opportunities to pro-vide the best possible educational experiences to our students is what we strive for each and every day.

On behalf of the IASBO

Board of Directors, Ella, Cynthia and myself,

I want to wish each of you a safe and

happy holiday season.

and Happy New Year from Indiana ASBO!


ATLANTA CHICAGO DELAWARE INDIANA LOS ANGELES MICHIGAN MINNEAPOLIS OHIO WASHINGTON, D.C.

Uncommon Value

Thank you, Indiana public school corporations, for helping us become the #1 Public Financing Bond Counsel in Indiana for 2013, as ranked by The Bond Buyer. It takes great clients to do great work.

In Indiana:

Elkhart

Fort Wayne

Indianapolis

South Bend


January, 2019 January 1 New Year’s Day

February, 2019 February 14-16 ASBO International Executive Leadership Forum San Diego, CA February 14-16 AASA National Conference on Education Los Angeles, CA February 19-20 Treasurers Workshop – Days 1 & 2 (4-day series) (B113) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 February 21 IAPSS / IASBO / IN CTO Council Technology Seminar The Grand Hall at Westlake Gardens, 400 N High School Rd, Indpls. 46214 February 26 Spring Institute – Certification Courses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • HR111 Benefits Administration • HR113 Payroll AdministrationFebruary 27 • HR210 Human Resources Administration • HR216 Group Unemployment Insurance February 28 School Nutrition Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227

2018-2019 Indiana ASBO Professional Development Calendar

March, 2019 March 5-6 Budget Workshop – Days 1 & 2 (4-day series) (B112) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 8 IASBO Board of Directors Meeting Embassy Suites, Noblesville March 12 B110 Budgeting Fundamentals forSchoolBusinessOfficials Certification Course Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 13-14 IASBO Leadership Academy Marriott North, Indianapolis March 30 – April 1 NSBA Annual Conference Philadelphia, PA April, 2019 April 3-4 IASBO Leadership Academy Marriott North, Indianapolis April 15-16 Treasurers Workshop Days 3 & 4 (B113) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 23 Extracurricular Accounting Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 25 IAPSS Spring Seminar Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 30 – May 1 Budget Workshop Days 3 & 4 (B112) Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227


May, 2019 May 8-10 IASBO Annual Meeting Fort Wayne Convention Center, 120 W Jefferson Blvd, Fort Wayne 46802May 8 Pre- Conference Certification Courses • A114 Accrual Accounting • ADM111 School Law & Administrative Rules – Basic • ADM118 Food & Nutrition Administration • HR114 Collective Bargaining Strategy & Law May 27 Memorial Day May 30-31 IASBO Board of Directors Leadership Conference/Board Meeting TBD

June, 2019 June 4 Summer Institute – Certification Courses Primo Banquet & Conference Center, 2615 National Ave., Indpls. 46227 • ADM113 Public Works Law & Administration • ADM114 Construction Finance June 5 • ADM112 School Law & Administrative Rules - Advanced • HR120 Performance Evaluation June 7 ISBA School Law Seminar TBD June 12 ISBA / IAPSS / IASBO Joint Budget / Finance Seminar TBD

2018-2019 Indiana ASBO Professional Development Calendar


IASBO New Members Region 1MIKE HALEFood Service DirectorNew Prairie United Schools

AARON PRYBYLLAFiscal Compliance -Deputy TreasurerTri-Creek SC

Region 2KIM HARLOWDirector of Grants& AssessmentsWa-Nee CS

DR. STEVEN HOPEAssistant SuperintendentGoshen CS

MARY KAY LONGACREDirector of Grants& AssessmentsGoshen CS

Region 4CHRIS GORISDeputy Treasurer / Ad-min.Attica Consolidated Schools Region 5TAMI BROOKSGrant Writer / Corp. SecretaryTri Central CS

MISTY SKEENSBenefit CoordinatorMadison-Grant United Schools

Region 6RACHAEL RETHERFORDPayroll / Benefits CoordinatorFranklin County CS

Region 8MANDY GARNERBusiness Office SpecialistBrownsburg CS

VALERIE HUNTDirector ofFinancial OperationsIndianapolis Public Schools

KYLE WHITELEYDirector of Business& TechnologyWestern Boone County Schools

Region 10CAROLYN BARTONHuman Resources /PayrollGreater Clark County Schools

ASHLEY FORSEEPayroll SecretaryGreater Clark County Schools

PENNY MAHONEYHR Coordinator / Payroll / GrantsSouthwestern Jefferson County

SHANNON OTTERSBACHHR SecretaryGreater Clark County Schools

AMANDA STUMLERHR SecretaryGreater Clark County Schools

THERESA WARRENHuman Resources /PayrollGreater Clark County Schools


Mike Seger

On November 12, Mike Seger was recognized at the 12th Annual Security 500 Conference in Arlington, Virginia as being among the “2018’s Most Influential People in Security” by Security Magazine.

17 individuals were selected from across the country including corporate security leaders, government officials and school safety personnel.

IASBO congratulates Mike on receiving this prestigious award.


Hello again my friends,As you remember, in October we were introduced to a book titled The Dream

Manager and the concept of disengaged workers. This month I will share some of the concepts presented in the book to assist you in both your work life as well as perhaps utilize at home with your spouse and your children.

The recurring theme in the book is that what it all comes back to is every rela-tionship improves when we are mindful of each other’s dreams. Pursuing and hav-ing hope about an individual dream will drive enthusiasm that will spill over from personal life to work life. I would be willing to bet that all of you already encour-age those around you and brighten their day. What you might alter slightly is to intentionally learn about your co-worker’s dreams (co-worker being a boss, a peer and your direct report folks). In knowing their dreams it allows you to encourage pursuit of those dreams. You must be mindful to avoid judgment, provide tools if you can and be their accountability person in regard to progress toward achieving a dream. You must also recognize that you can’t take responsibility for them achiev-ing their dreams.

The company in the book had started out trying to improve morale and lower turnover by learning what their employee dreams were and helping them pursue them. That led to more enthusiastic and engaged workers. What they realized over time, and I think about this in terms of how it manifests itself in schools, is that there are so many ways people who are disengaged can negatively affect the work-place. It is everything from taking a sick day when they aren’t sick to taking office supplies for personal use to causing a prospective parent who comes in to check us out to choose to place their student in a different school in a different district.

Ultimately what they discovered, and we all inherently know, is people spend most of their lives working, so they should enjoy it, or at the very least know that is moving them in the direction of their dreams. What you will also discover is that when you know the dreams of the people around you, you want to help them live those dreams. In helping them live their dreams we become personally invested in them which is one of the fundamentals of teamwork. You will also discover that nothing animates people like chasing a dream. The passion and energy that are the signs of this animation cannot be confined to one area of our lives. Both the posi-tive and the negative of our personal and professional lives flow freely between our life at home and our life at work. The energy generated from pursuing dreams will spill over into their professional lives and drive success for them personally and drive success for the organization.

So how do we start? One way would be to start with you first. Consider getting yourself a Dream Book. It is just a blank book to start writing down your dreams. You might just write down one word or a phrase or sketch a picture. Your challenge is to dream without limits. Date your dreams as you add them to the book. Date them again when you achieve them. Sounds like fun doesn’t it? If you are willing to share, let me know if you decided to tackle this and what you discover along the way.

Continuation of IASBO President Kevin Scott’s Last Article


The 2018-2019 edition of Indiana School Laws and Rules is a comprehensive volume of Indiana laws and regulations pertaining to education. This valuable resource is published by Thomson Reuters Publishing Company, a nationally-recognized publisher of legal materials.

It is being offered exclusively through the Indiana School Boards Association, Indiana Association of Public School Superintendents, and Indiana Association of School Business Officials.

The 1,500+ page volume includes education-related provisions of the Indiana Constitu-tion and public laws through the 2018 General Assembly, as well as up-to-date state agency regulations that impact education. In addition, the 2018-2019 Indiana School Laws and Rules includes valuable charts, timelines and calendars.

Limited numbers of this exclusively-offered edition are being made available on a first-come, first-serve basis. The volume costs $120 including shipping and handling. Due to prohibitive publisher costs for re-orders, this will be the only supply available. Your copy will be sent directly to you at the mailing address you specify.

If you are a non-taxed entity, please select the “Non-Taxable Entity ONLY” books, whereas a taxable entity would select the “Taxable Entity ONLY” books.

REGISTER HERE!!

2018-19 Indiana School Laws and Rules Book

NOTE: If an IASBO member orders the School Law and Rules book, 50% will be taken off of the shipping costs.

Final Fiscal Indicators For 2019

On December 14, 2018, the School Corporation Fiscal and Qualitative Indicators Committee (“Com-mittee”) met to finalize the indicators to be used for release by January 1, 2019. After discussing the feedback received from the State Budget Commit-tee in October, the Committee unanimously voted to approve the indicators that were proposed to the State Budget Committee. The report provided to the State Budget Committee which contains the selected indi-cators can be found under the October 4, 2018 meet-ing materials at https://www.in.gov/duab/2383.htm.

A notice will be distributed on the Indicators list-serv and posted to the Committee’s webpage (https://www.in.gov/duab/2377.htm) when the indicators for all school corporations are released in the coming weeks.

2019 Standard Mileage Rate

The Internal Revenue Service has announced the 2019 standard mileage rate. For 2019, the rate will be $.58 per mile up from the current $.545.

14 - IASBO InterCom Nov./Dec. 2018Indiana School Boards Association The JOURNAL 13

Legacy thinking does not occupy an inordinate amount of time for most school board members. Board

members are typically more concerned with what is happening around them at the present rather than being consumed by thoughts of any lasting impact that their service and contributions may have or whether there will be any appreciation for their service after they are relieved of their mantle of board membership. In fact, a low appreciation expectation for their

investment of time and service is quite the norm for board members. Given the vast majority of board members do not especially want accolades or other displays of appreciation, it is not peculiar that they rarely contemplate legacy building during their term of office.

Leaving a Legacy Is Not a Choice

However, the truth is that legacy building occurs whether it is intentional or not. So, I guess the first take-away is that legacies are the residue of a life lived, a task performed, or a service rendered and, from this perspective; everyone leaves a legacy. No one simply disappears; minimally, they leave footprints and sometimes other evidence along the path they followed. To be sure, some footprints are larger than others, some of the evidence is more defined, some are more shallow, but none are erased.

If you accept that you will invariably leave a legacy, regardless of your own perception of the impact you will leave in your school district, the questions become “What kind of legacy do you want to leave, how brief, how full, and for whom? What will your legacy consist of and your legacy important enough to develop and protect before resigning it for the benefit or scrutiny of the future?”

Given that a legacy will be left, it is interesting to note that your legacy could be tailored towards a specific age, gender, or group. I believe it is often intentional to represent those categories from a leadership perspective with the hopes that something inspirational might be bequeathed for those that follow after. However, I am more inclined to believe that board member leadership legacies begin in governance discussions long before any conscious decision is made regarding to leave a legacy of governance leadership. It is in these conversations that the legacies that are forged prove are more evidentiary than fable.

Where Do Legacies Originate?

How are legacies forged? In an overly simplistic explanation, they are written a day at a time, instance by instance, issue by issue, decision by decision. Some days will contribute chapters to a legacy while others will simply be a footnote. A handful of issues may command a lot of attention but not be that memorable

TRUST

STRATEGIESGOALS

GROWTH

EMPOWER

MISSION

VISION VALUES/BELIEFS

continued on page 15

Dr. Michael T. Adamson

Director of Board Services,Indiana School Boards Association

Building a Leadership Legacy


14 The JOURNAL FALL 2018

from an overall governance landscape. Likewise, most decisions may seem quite unremarkable by all outward appearances, while one pivotal decision may affect an entire community and have lasting consequence.

From this we might assume that attention to legacy is of some importance, that a term of service, whether it be brief or extended, is worthy of our deliberate and careful attention. Of course, that is if your legacy is of concern. Unfortunately, there are those from time to time who fail to comprehend that they are the author of their own legacies and find out too late that the lessons left by their legacy are the ones to avoid rather than emulate. Are they beneficial in spite of their notoriety? Perhaps … but more appropriately … they are profoundly memorable for the wrong reasons.

Another important legacy consideration is in the acknowledgement that a great deal of a personal legacy from a boardsmanship perspective is crafted as the result of the member’s ability to contribute his or her talent as one of several on a decision-making team. When done intentionally and responsibly, individuality is not lost; it merely becomes a defining attribute of a larger whole and the legacy script that records this element of service is perhaps the most important of all.

A legacy built on service, one that is largely defined by individual contributions to a greater whole, becomes the greatest test for any board member, and that is whether or not he or she has given any thought to lasting legacies. Putting self aside without sacrificing personal identity is not the easiest of tasks for most people, and that is true in any team setting, not just in the board room. However, it is at the crux of effective boardsmanship and is the foundational element of every board member’s legacy.

Okay, okay . . . I hear what you are thinking. This is just Adamson’s way of stressing the importance of the school board-superintendent team, but from a different point of view. While I suppose there is an element of truth to that thought, the connection is more from the complementary relationship between legacy building and team dynamics. Regardless; you will leave a legacy, whether you determine to be part of the team, or not.

It is important to understand that your legacy as defined by being part of a team is not dependent upon every member of the team being best buddies. True, it is always best if everyone

gets along and there are no critical personal barriers that prevent the team’s best work. Team work will always benefit more when distinct personalities yield to common goals and objectives. After all, the work of the board is that of a professional, decision-making, governing body, not a social club.

Legacies Are Ultimately Contributions to Governance History

The last aspect of this whole legacy thing is that the individual legacy you leave will become part of a greater whole. While a personal legacy may never make the headlines across the state, both intended and unintended contributions of school board service define the public’s perception of the board’s value. In essence, if a board member acts unprofessionally or unethically, the collective character of their board is damaged to some degree. If one member is permitted to disrupt the work of the board or administration without being brought to task, the reputation of

the board and its ability to self-govern are called into question, and rightfully so. Consequently, while the discussion has been about personal legacies and in defining and developing a personal legacy, that board weaves its own story, a collective legacy that defines how well it performed as a unified governing body representing the best interests of public education in their district.

Serving with the end in mind is a good reminder of the importance of everyday decision-making in board governance, both from an individual and team basis. Your valued contributions are critical as a member of the

state’s largest representative governing body, the largest employer, largest food service provider, and largest transportation provider throughout the state. The legacy you forge is the foundation upon which those who follow you will build. Will it be strong enough to support the future?

Think about it! Will you leave something more relevant than a photo on the wall? Will your contributions combined with your peers be the springboard for future successes for your school corporation? Will difficult decisions you help to make posture your corporation to make the best use of educational opportunities for the children you champion and the stakeholders you represent?

If you are not sure that is where you have been focusing … it’s not to late to change your story and the legacy you want to leave. The real question is: Why wouldn’t you want to?

[ BOARD SERVICES UPDATE ]

IT’S NOT TO LATE

TO CHANGE YOUR STORY

AND THE LEGACY

YOU WANT TO LEAVE.


INDIANA ASBO’S 2019 LEGISLATIVE RESOLUTIONS The Indiana ASBO Legislative Committee crafted the 2019 IASBO Legislative Resolutions and recommended them to the Board of Directors. The Board approved the resolutions on December 12. The 2019 IASBO Legislative Resolutions are as follows:

I. School Funding Issues

no less than the current cost of living index

A. School Distribution Formula

•

•

•

B. Voucher and Scholarship Funding

•



•

C. Categorical Instructional Initiatives •

Indiana’s

• Summer School Funding

• Remediation Funding

• Professional Development

• Funding Future Education Initiatives

D. Indiana School Business Officials Leadership Academy •

IND

IAN

A ASB

O’S 2019 LEG

ISLATIVE RESO

LUTIO

NS



II. School Business Management Issues A. Circuit Breaker Tax Cap Waiver •

B. Tax Incremental Financing Debt Operating Balance

• (TIF’s)

TIF’s

TIF’s

C. Agricultural Assessed Valuation Study

•

D. Fiscal Questions Regarding the Graduation Pathways

•

E. School Corporations Should Be Exempt from the State Special Fuel Surcharge

•

F. School Safety Issues

•

Indiana’s

IND

IAN

A A

SBO

’S 2

019

LEG

ISLA

TIVE

RES

OLU

TIO

NS



G. Kindergarten ADM Cut-off Date

•

H. School Calendars Should be a Local Decision

•

I. Teacher Appreciation Grants

•

J. Revision to Transfer Tuition Statute

•

IND

IAN

A ASB

O’S 2019 LEG

ISLATIVE RESO

LUTIO

NS


School Tax Referenda: A comprehensive Planning Model for Success

Presented by IAPSS, IASBO, and ISBA with Dr. Don Lifto and Dr. Deb Henton

January 31, 2019 9:00 A.M. – 3:45 P.M.

Primo South Event Center, 2615 National Ave, Indianapolis, IN 46227

This workshop is based on a book on referendum planning co-authored by our presenter, Dr. Don Lifto. Don is a frequent presenter at national conferences and has more than a dozen articles on referendum planning published in national journals. The workshop’s content represents a marriage of research and successful practice, emphasizing systems and strategies rather than specific campaign tactics, allowing school leaders to elevate their thinking to a more comprehensive and long range vision of referendum planning. Don is joined for today’s workshop by school superintendent, Dr. Deb Henton and public relations expert, Mr. Jeff Dehler.

NOTE: All Attendees will receive a free copy of Dr. Lifto’s book on Successful Referendum Campaigns

AGENDA

8:30 - 9:15 Registration, Continental Breakfast and Introductions

9:15 – 10:30 Module 1: Why Referenda Fail: Research and Best Practices for Success – Presenter: Dr. Don Lifto

10:30 – 10:40 Break

10:40 – 11:30 Module 2: Development of Voter File. Target Structure and Campaign Applications – Presenter: Dr. Don Lifto

11:30 – 12:00 Developing Voter Targets and Geovisual Mapping of Targets – Presenter: Carey Charboneau, GuideK12

12:00 – 12:40 Lunch

12:40 – 1:20 Module 3: Survey Methodology and Feasibility Testing - Presenter: Dr. Don Lifto

1:20 – 1:50 Module 4: Roles and Responsibilities and Organizing the Campaign- Presenter: Dr. Don Lifto

1:50 – 2:00 Break

2:00 – 2:50 Module 5: Developing the District's Referendum Communications Plan – Presenter: Jeff Dehler – Jeff Dehler Public Relations

2:50 – 3:00 Break

3:00 – 3:45 Module 6: Case Study – “A Tale of Two Elections: North Branch – Dr. Deb Henton

3:45 – 4:00 Q/A


School Tax Referenda: A comprehensive Planning Model for Success

Presented by IAPSS, IASBO and ISBA with Dr. Don Lifto and Dr. Deb Henton

January 31, 2019- Primo South

2615 National Avenue, Indianapolis, IN 46227

REGISTRATION FORM

School Corporation/Company ________________________________________________________

Mailing Address ________________________________________________________

____________________________________ Zip _________________

1. ____________________________________________________________________ name title

2. ____________________________________________________________________ name title

3. ____________________________________________________________________ name title

4. ____________________________________________________________________ name title

COPY FORM FOR ADDITIONAL NAMES

E-mail of primary contact in case of inclement weather notifications:

_________________________________

PLEASE BILL SCHOOL CORPORATION/COMPANY

PO# ________________________ $225.00 x _____ $ __________________

MAKE CHECK PAYABLE TO: IAPSS, ONE NORTH CAPITOL, STE 1215, INDIANAPOLIS, IN 46204

FAX TO: 317-639-4360 or email to: [email protected]

Cancellations must be in the IAPSS office by: January 25, 2019


Platinum Sponsors

PERFORMANCE SERVICES, INC.AMERICAN FIDELITYSTIFELICE MILLER LLP TRUSTINDIANA

Gold Sponsors HORACE MANN COMPANIES

L.L. LOW ASSOCIATES, INC.

BOYCE FORMS-SYSTEMS/KOMPUTROL

CROWE HORWATH

FORECAST5 ANALYTICS

CIGNA GROUP INSURANCE

Silver Sponsors BOSE McKINNEY & EVANS LLP SECURITY BENEFITBMO HARRIS BANK VALIC SOFTWARE SYSTEMS, INC. UMBAUGHSCHMIDT ASSOCIATES, INC. LEWIS & KAPPES, P.C.CSO ARCHITECTS AdTEC, INC.KEYBANC CAPITAL MARKETS EDU STAFF, LLCBARNES & THORNBURG, LLP JA BENEFITS, LLC(TCU) TEACHERS CREDIT UNION GSF USA, INC. NATIONAL INSURANCE SERVICES HUNTINGTON NATIONAL BANK, THE CHURCH CHURCH HITTLE & ANTRIMTAFT STETTINIUS & HOLLISTER LLPEDUCATION NETWORKS OF AMERICAU.S. BANK GLOBAL CORPORATE TRUST SERVICESBANK OF NEW YORK MELLON TRUST CO., N.A., THE BARTON-COE-VILAMAA ARCHITECTS & ENGINEERS, INC.

T H A N K Y O U


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IASBO Business Associate Members1st Source BankJessica Watts14 Indiana AvenueValparaiso, IN [email protected]

3D E-Consulting Group LLCDale Dorsey15921 Presick LaneGranger, IN 46530(574) [email protected] & EZROUTING software simplify education transportation.

AABM Education ServicesGabe Garner5725 West Minnesota StreetIndianapolis, IN 46241(317) 697-4418 [email protected]://www.abm.comCustodial, Landscape & Grounds, HVAC &Mechanical, Electrical & Lighting, Energy, Facilities Engineering, and Parking & Transportation

Acorn, powered by RycorEric Vance18719 Oxbow Drive Marengo, IL 60152(815) [email protected]://www.rycorsoftware.comSchool Fee management software AND modern Online Payment Portal for Parents

Administrator AssistanceSteven R. Wittenauer116 W 7th StreetBrookston, IN 47923(765) [email protected]://www.administratorassistance.comWe help school corporations solve problems.

AdTec, Inc.Charlie HobbsPO Box 97Centerville, IN 47330(765) [email protected]://www.admtec.comConsulting services for E-rate and Capital Assets inventory.

Alliance Environmental GroupTammy Kirkpatrick5153 Commerce Square Dr., Ste EIndianapolis, IN [email protected]

American Fidelity Kim Pugliese8770 Guion Road, Suite R Indianapolis IN 46268(317) 871-2480 [email protected]://www.afadvantage.comSection 125 administration, dependent audit verification, 403(b), group & voluntary products.

ARC Window Treatments & TintingSteven Childers435 Fernhill AvenueFort Wayne, IN [email protected]

Asset Control Solutions, Inc.Kim Falco2040 E. Algonquin RoadSchaumburg, IL 60173(847) [email protected]

AssuredPartners of IndianaRob Stiehl10401 N Meridian St., Ste. 300 Indianapolis, IN 46290(317) [email protected] http://www.assuredptrin.comRisk Management and Employee Benefit Consulting Service Provider with Specialization in Public Schools

Astra InsuranceDavid Paul10401 N Meridian StreetIndianapolis, IN [email protected]

AXA EquitableRobert W. Turner9465 Counselors Row, Ste 120Indianapolis, IN 46240(317) [email protected]://www.axa-equitable.comEducating educators on financial matters: 403(b), ROTH, investments, pension, retirement, life insurance, organizing personal finances.

BBank of New York Mellon Trust Co., N.A., TheJerry Fields300 N. Meridian St., Ste. 910Indianapolis, IN 46204(317) [email protected]://www.bnycorptrust.comA leading provider of bond trustee, paying agent and investment services for school corporations.

Barnes & Thornburg, LLPJeff Qualkinbush11 S Meridian StreetIndianapolis, IN 46204(317) [email protected]://www.btlaw.comProviding legal and bond services to school corporations throughout Indiana.

Barton-Coe-Vilamaa Architects & Engineers, Inc.Brian Bohlender225 Airport North Office ParkFort Wayne, IN 46825(260) [email protected]://www.BartonCoeVilamaa.comSince 1969, Barton-Coe-Vilamaa has pro-vided practical and cost-effective design solutions to Indiana school corporations.

BAY Advisors, LLCMichael Bock330 Intertech Pkwy, Ste 251Angola, IN [email protected]

Belfor Property RestorationShelby Sawchuk6205 Morenci TrailIndianapolis, IN 46268(317) [email protected]://www.belfor.com/en/usBelfor rebuilds schools after disasters/loses with tight deadlines and budget restraints in mind.

Benefits 7 IncJames Franklin780 Old Wheatland RoadVincennes, IN [email protected]

BMO Harris BankKatie Aeschliman135 N Pennsylvania St., 9th FloorIndianapolis, IN 46204(317) [email protected]://www.HarrisBank.comBMO Harris Bank provides banking & financial solutions to government, education & non-for-profit organizations.

Bookkeeping Plus, Inc.Beth A. Marsh232 E. McClarnon DriveGreenfield, IN 46140(317) [email protected]://www.BookPlusInc.comAccounting

Bose McKinney & Evans LLPJames Hamilton111 Monument Circle, Suite 2700Indianapolis, IN 46204(317) [email protected]://www.boselaw.comEducation Legal Services

Boyce Forms-Systems/KomputrolMike Galliher9401 Innovation DrivePO Box 669Daleville, IN 47334-0669(317) [email protected]://www.boycesystems.com“Komputrol” financial software, “K-Time” time keeping application, on line paystub and business forms printing.

CChurch Church Hittle & AntrimAndrew MannaTwo North Ninth StreetPO Box 10Noblesville, IN 46061(317) [email protected]://www.cchalaw.comLegal Services

Cigna Group InsuranceLindsay Voris11595 N. Meridian Street, Suite 500Carmel, IN 46032(317) [email protected]

CIS AuctionsBen KendraPO Box 626East Tawas, MI [email protected]

Core Construction IndianaTina McGrath833 West Lincoln Way, Suite 120 WSchererville, IN 46375(219) [email protected]://www.coreconstruction.comUtilizing comprehensive construction knowledge and industry expertise, CORE provides exceptional building services to K-12 Schools.

Colonial LifeLydia Clark1200 Colonial Life Boulevard WestColumbia, SC 29210(317) [email protected] 4000 schools trust Colonial’s no-cost solution to streamlining & automating benefits open enrollment.

Crowe Horwath LLPTim Berry135 N. Pennsylvania Street, Suite 200Indianapolis, IN 46204(317) [email protected] Accounting Services

CSO ArchitectsTodd Decker8831 Keystone CrossingIndianapolis, IN 46240(317) [email protected]://www.csoinc.netDesign for state-of-the art 21st century educational facilities renovation or new construction.s

DDanmar Contracting LLCNick Verhoff14088 Princewood DriveFishers, IN 46037(317) [email protected]

Deem, LLCTom Zupancic6831 East 32nd Street, Suite 200Indianapolis, IN 46226(866) [email protected]://www.deemfirst.comMechanical/Electrical Contracting and Service


IASBO Business Associate MembersDLR GroupScott Nemshick333 W Wacker Drive, Suite 400Chicago, IL 60606(312) [email protected]://www.dlrgroup.comArchitecture, Engineering, Planning, Interiors

EEco Industrial Energy SolutionsKelli Bastin127 E. Michigan St., Suite 110Indianapolis, IN [email protected]

Education Networks of AmericaTerry Spradlin 320 N. Meridian St., Suite 118Indianapolis, IN 46204(317) [email protected]://www.ena.comProviding Broadband, Wi-Fi/LAN, Com-munication, and Cloud Solutions to K-12 Schools, Higher Education Institutions, and Libraries

Educational Service Centers Risk Funding TrustCarrie Milner1764 North 25 East Greencastle, IN 46135(765) [email protected]

Educational Services CompanyDebbie Hineline3535 E 96th Street, Suite 126Indianapolis, IN 46240(317) [email protected]://www.educationalservicesco.comEducational Services Company has been providing Indiana schools with a full scope of educational management services since 1989.

EDUStaffAngeline [email protected]

Electronic Systems GroupMarty Cotterman680 N 36th StreetLafayette, IN 47905(765) [email protected]://www.esgindiana.comFire Alarm Systems & Inspections/Secu-rity Systems/Door Access Controls/Video Systems/Temperature Controls/System Monitoring

Elevatus ArchitectureCory Dietz111 East Wayne Street, Suite 555Fort Wayne, IN 46802(260) [email protected]://www.elevatusarchitecture.comPassionate educational designers enhanc-ing the needs of faculty and students today and into the future.

EMCOR Construction ServicesTim Pitts5128 W. 79th St.Indianapolis, IN 46268(317) [email protected]://www.emcorcs.comProviding turnkey resolutions to help make your schools more productive, more comfortable, and much more efficient.

Energy Systems GroupMark Falahee3905 Vincennes Rd Suite 505Indianapolis, IN 46268(317) [email protected]://www.energysystemsgroup.comGuaranteed energy savings programs. Cost reduction in facility operations.

Envelop Facilities TechnologiesTim Garver905 N Capitol AvenueIndianapolis, IN [email protected]

Envoy, Inc.John Barbee6330 E 75th Street, Suite 170Indianapolis, IN 46250(317) [email protected]://www.envoy-cm.comProject and Construction Management Solutions

Ergo Resource Management, Inc.Thomas E. Green801 N Huntington Street, Suite 7Syracuse, IN 46567(574) [email protected] http://www.ergo-syracuse.comManagement and human resource consulting services, OSHA, EPA, and indoor air quality program assistance.

FFanning/Howey Associates, Inc.William Payne9025 N. River Rd. Suite 200Indianapolis, IN 46240(317) [email protected]://www.fhai.comArchitects/Engineers widely credited with setting new standards in flexible and innovative school design.

Fifth Third Bank, IndianaPaul Burch251 N Illinois Street, Suite 1200Indianapolis, IN 46204(317) [email protected]://www.53.comProviding municipal services for school corporations, including municipal leasing, investment management and depository services.

Fifth Third Securities Inc.Jay RyalsSuite 1200251 N. Illinois St.Indianapolis, IN 46204(317) [email protected]://www.53.comBond underwriting and financial services, bond refinancing, tax exempt leases, bond reinvestments, energy loans, TANS.

Financial Solutions Group, Inc.Greg Guerrettaz2680 East Main Street, Suite 223Plainfield, IN 46168(317) 837-4933comgreg@fsgcorpFinancial and municipal advisory services to municipalities across the State of Indiana. (30 years experience)

Fink Forms, Inc.Becky Chase619 E. Dupont Rd. #94Fort Wayne, IN 46825-2055(260) [email protected]://www.finkforms.comBudget forms for schools that are Gateway compatible.

First Internet BankTim Dusing11201 USA ParkwayFishers, IN 46037(317)[email protected]

First Merchants BankFrancis Kelley1033 N. Meridian Street – Suite 350Indianapolis, IN [email protected](317) 566-7683

GArthur J. Gallaher & CoAlexis Coonan650 E Carmel Dr., Suite 400Carmel IN 46032 [email protected]

Garland CompanyAustin Papenbrock1213 Bluff Pointe WayFort Wayne, IN [email protected]

George K. Baum & CompanyDamian Maggos600 E. 96th St., Ste. 540Indianapolis, IN 46240(317) [email protected]://www.gkbaum.comOne of the nation’s leading municipal finance investment banking firms providing a full range of public finance services to borrowers and investors.

Gibraltar Design, Inc.James B. Thompson, NCARB9102 N Meridian Street, Suite 300Indianapolis, IN 46260(317) [email protected]://www.gibraltardesign.comFull service Architectural/Engineering Firm with focus on K-12 and Higher Ed facilities.

GMB Architecture + EngineeringJason Miller85 E. 8th Street, Suite 200Holland, MI 49423(676) [email protected]://www.gmb.comA relational, co-designing firm that creates facilities to enhance learning.

GordianEric Wassenaar30 Patewood Drive, Suite 350Greenville, SC [email protected]

GSF USA, Inc.Sallie Jones2701 Fortune Circle East Drive, #DIndianapolis, IN [email protected]

HHCO Architects, Inc.Henry [email protected] N Meridian StreetIndianapolis, IN 46208

Heartland School SolutionsMary Ryan787 Elmgrove RoadRochester, NY 14624(800) 724-9853 [email protected]

Hilliard LyonsRandy Ruel10 West Market Street, Suite 2450Indianapolis, IN 46204(317) [email protected]://www.hilliardlyons.comRegional investment banking firm special-izing in origination, pricing and distribu-tion of tax exempt bonds to Indiana School Corporations.

Hillyard IndianaDarin Miller14317 West Painter DriveDaleville, IN [email protected]://www.hillyard.comFamily-owned national manufacturer of cleaning chemicals and developer of an industry-leading cleaning cost analysis program.

Honeywell Building SolutionsRobert Preston9355 Delegates RowIndianapolis, IN [email protected]


IASBO Business Associate MembersHorace Mann CompaniesLynn Schmale301 E. Carmel Dr., Suite G300-002Carmel, IN 46032(217) [email protected]://www.horacemann.comWe specialize in providing 403(b), Section 125 & auto insurance payroll deductions to school employees.

Horizon BankDave Voris302 N. Alabama StreetIndianapolis, IN 46204(317) [email protected] services including deposit ac-counts, treasury management, investments, and municipal financing

HPSJennifer Zech3275 N. M-37 Hwy.PO Box 247Middleville, MI 49333(800) [email protected]://www.hpsnet.comHPS is a member-owned group purchasing organization providing competitive contracts and dealership pricing on furniture and equipment.

Huntington National Bank, TheMichael Gilmore45 N. Pennsylvania St.Indianapolis, IN 46204(317) [email protected]://www.huntington.comBanking, Loans, Investment, Lockbox and Treasury Management Services

IIce Miller LLPJane HerndonOne American Square, Ste 2900Indianapolis, IN 46282(317) [email protected]://www.icemiller.comProvide school construction and cash flow financing; referendum, employee benefits and other related legal services.

Indiana Bond BankRon Mangus10 W. Market St., Suite 2410Indianapolis, IN 46204(317) [email protected]://www.in.gov/bondOur mission is to assist local government in obtaining low-cost finance for their operations.

InterDesignDaniel D. Rawlins141 E. Ohio St.Indianapolis, IN 46204(317) [email protected]://www.interdesign.comArchitecture and Design-Build Criteria Development

InterfaceLarry Boyle235 West 84th StreetIndianapolis, IN 46260(317) [email protected]://www.interface.comInterface modular carpet tile, i2 mergeable dye lot, life time Antimicrobial Inersept no mold warranty with solution dyed nylon – Highest recycled content

IPEPPatrick Downey301 South Reed RoadKokomo, IN [email protected]

JJ & D TurfJamie Mehringer12955 Ford DriveFishers, IN 46038(317) [email protected] http://www.j-dturf.comJ&D Turf is a full service sports turf con-sulting, construction, maintenance and distribution company.

JA Benefits, LLCChristy McNichols1630 H StreetBedford, IN 47421(812) [email protected]://www.JABenefits.comClient focused benefit consulting firm providing clear, simplified solutions to 11630complex school and trust issues.

Johnson Controls, Inc.Jennifer Payne1255 N. Senate AvenueIndianapolis, IN [email protected]

Johnson Melloh SolutionsJessica Price5925 Stockberger PlaceIndianapolis, IN 46241 [email protected]

JPMorgan Chase Bank, N.A.Nancy Dorsa1 East Ohio St, IN1 - 0045Indianapolis, IN 46277(317) [email protected]://www.jpmorgan.comBanker for Government entities in the State of Indiana including cities, counties and K12 school corporations.

KKeyBanc Capital MarketsKelly L. McNairy10 W. Market St, Suite 900Indianapolis, IN 46204(317) [email protected]://www.key.comKeyBanc Capital Markets provides banking and bond underwriting services to municipal entities and educational institutions

Keystone Architecture, Inc.Mark Brandyberry322 Main StreeetLafayette, IN 47901(765) [email protected]://www.keystonearch.comKeystone Architecture is one of Indiana’s largest architectural firms.

KI/Binford GroupSusan Binford14725 Herriman Blvd.Noblesville, IN 46060(317) [email protected]://www.ki.comSchool furniture with installation, design and budget services.

Kovert Hawkins Architects, Inc.Hal E. Kovert630 Walnut St.Jeffersonville, IN 47130(812) [email protected]://www.koverthawkins.comEducational Facilities Planning, Feasibility Studies, Architectural and Interior Design... with Personalized Service.

LLegat ArchitectsRobin Randall2015 Spring Road, Suite 175Oak Brook, IL 60523(630) [email protected] and interior design

L. L. Low Associates, Inc.Andrew Low210 N. Ironwood Dr.South Bend, IN 46615(574) [email protected]://www.lllow.comOver 35 years of providing Indiana schools with financial computer software.

Lancer & Beebe ArchitectureTerry Lancer719 East New York StreetIndianapolis, IN 46202(317) [email protected], Planning, Interior Design

Lewis & Kappes P.C.Robert RundOne American Square, Suite 2500Indianapolis, IN 46282(317) [email protected]://www.lewis-kappes.comLegal Services

LWG CPAs & AdvisorsJennifer HudsonOne Independence Center1776 N. Meridian St., Ste 500Indianapolis, IN 46202(317) [email protected]://www.lwgcpa.comLWG provides comprehensive budgeting, capital planning, debt management and post compliance services to Indiana schools.

MMacAllister Power SystemsRyan Campbell 8800 Brookville Road Indianapolis, IN 46239(317) [email protected]://www.macallisterpowersystems.comSchool buses, generator sets, mobile power generation and landscaping equipment.

Matrix IntegrationSara Gerber417 Main StreetJasper, IN [email protected]

Maverick Energy Consulting, Inc.John Righeimer4228 Chaparral DriveNaperville, IL 60564(815) [email protected]://www.mavertickec.comEnergy procurement and price risk man-agement specialists.

Milliken CarpetJoe Salerno13945 Brisbane DriveFishers, IN 46038(317) [email protected]://www.milliken.comMilliken offers cushioned back carpet tiles that have anti-microbial technology, better acoustics and adhesive free installation.

MJ Insurance, Inc.Frank T. Crossland9225 Priority Way West DriveSuite 100Indianapolis, IN 46240(317) [email protected]://www.mjinsurance.comEmployee Benefit Advisory Services

Moisture ManagementJason Bush9855 Crosspoint Blvd., Suite 100Indianapolis, IN [email protected]

Mr Davids Flooring InternationalTom Cartmell5150 W 84th StreetIndianapolis, IN [email protected]


IASBO Business Associate MembersNNational Insurance ServicesLandon Mowry11350 N Meridian Street, Suite 120Carmel, IN 46032(317) [email protected]://www.nisbenefits.comLife and disability insurance and HRA, VEBA, 401(a), 403(b) solutions.

NFP Property & Casualty ServicesTim McCormick302 E. Market StreetCrawfordsville, IN 47933(765) [email protected]

OOdle McGuire Shook CorporationMatt Mayol429 N. Pennsylvania St., Suite 202Indianapolis, IN 46204(317) [email protected]://www.omscorp.netArchitecture, Master Planning, Interior Design, Landscape Architecture

O. W. Krohn & Associates LLPJarrod Hall231 East Main StreetWestfield, IN 46074(317) [email protected]

PPatcraft Commercial FlooringScott Martin551 S Sawmill RdFranklin, IN 46131(317) [email protected]://www.patcraft.comFloorcovering

Performance Services, Inc.Tim Thoman4670 Haven Point Blvd., Suite #200Indianapolis, IN 46280(317) [email protected]://www.performanceservices.comDesign-Build, guaranteed savings con-tracts, geothermal, and wind power.

Piper Jaffray & Co.David Wimmer459 East 96th Street, Suite 500Indianapolis, IN 46249(317) [email protected]://www.piperjaffray.comNot every firm can help underwrite and distribute bonds that lead to successful transactions. Piper Jaffray can. We use our experience, resources and trading capabili-ties to bring full-service support to our K-12 education clients.

Platinum Earth, LLCHeather Zeto11625 Suncatcher DriveFishers, IN [email protected]

PNC Bank, N.A.Ellen Shirley101 W Washington Street, Suite 400EIndianapolis, IN 46204(317) [email protected] financial products and services to schools, to include treasury management, leasing and investment management.

Primary Engineering, Inc.Mike Lubbehusen, PE2828 Lake AvenueFort Wayne, IN 46805(260) [email protected] engineering services for HVAC, lighting, power and communication systems. Infrared thermal imaging and wireless network modeling.

ProCourse Fiduciary Advisors, LLCDouglas Prince1180 Medical Court, Suite ACarmel, IN 46032(317) 708-4151dprince@kprocourseeady.comwww.procourseadv.comIndependent firm providing retirement and fiduciary investment advice (401(k), 403(b), 457, etc.) to school corporations throughout Indiana

Public Trust AdvisorsGreg Wright717 17th Street, Suite 1850 Denver, CO 80202(303) 244-0461 [email protected] Public Trust Advisors manages TrustINdiana.

RRCR Technology CorporationMichael Buffington251 N. Illinois Street, Suite 1150North TowerIndianapolis, IN 46204(317) [email protected] provide services such as data ware-housing, business intelligence solutions, application development, systems & data integration as well as data conversion.

RE Sutton & Associates, A Division of Brown & BrownRichard E. Sutton11555 N. Meridian St., Suite 220Carmel, IN 46032(317) [email protected]://www.resutton.comEmployee benefit consultants specializing in Indiana public school corporations.

Regional Data Services, Inc.Andy Kapitan1260 Arrowhead CourtCrown Point, IN 46307-8222(219) [email protected]://www.regionaldata.comIndiana based software provider special-izing in administative and web based software for over 25 years.

Regions BankJenny LurkinsOne Indiana Square, Suite 903Indianapolis, IN 46204(317) [email protected]://www.regions.comRegions is a full service financial institu-tion offering solutions designed specifically for governments.

Reitano Design GroupScott Reitano302 N. East StreetIndianapolis, IN [email protected]

Ryan Fire ProtectionEdwin Frieden9740 E. 148th StreetNoblesville, IN 46060(317) [email protected]://www.ryanfp.comFire Sprinkler / Fire Alarm / Fire Extin-guisher Installation, Inspection, Testing and Maintenance.

SSchamber Group, Inc., TheElaine M. Schamber, PhD, CFP, AIFA3526 Osborne Lane, Suite 8PO Box 4698LaFayette, IN 47903-4698(765) [email protected] services and investment oversight for School Corporation Retirement Plan Sponsors and their Investment Committees

Schmidt Associates, Inc.Ben Bain415 Massachusetts AvenueIndianapolis, IN 46204(317) [email protected]://www.schmidt-arch.comSchmidt Associates serves as your advocate for all aspects of facility design-encompassing planning, design, & implementation.

Security Benefit CorporationFrank J. Vargo12099 Lupine LaneGranger, IN 46530(800) 888-2461 [email protected]://www.securitybenefit.com/indianaSecurity Benefit helps educators to and through retirement by providing 403(b), 457, 401a and VEBA programs.

Shook ConstructionCharles Peabody7330 E 90th StreetIndianapolis, IN [email protected]

SiemensNatalie O’Hara6200 Technology Center DriveIndianapolis, IN [email protected]

Skillman Corporation, TheBart York3834 S Emerson AvenueIndianapolis, IN 46203(317) [email protected]://www.skillman.comProject Administration & Construction Management

SkywardGannon Harris260l Skyward DriveStevens Point, WI [email protected]

Software Systems, Inc.Rich Miller432 S Emerson Ave, Ste 200Greenwood, IN 46143(317) [email protected]://www.softwaresystemsinc.comProviding Indiana Schools with Financial, Payroll/Human Resources, Employee Portal, Extra-Curricular Software Applications.

Stair Associates, Inc.Reggie Laconi9641 Commerce Dr.Carmel, IN 46032(317) [email protected]://www.stairnet.bizArchitectural and Engineering design for schools, with a focus on energy efficient systems including geothermal.

Statewide Credit Association, Inc.Don Hodson6957 Hillsdale CourtIndianapolis, IN 46250(317) [email protected]://www.statewidecredit.netLocal agency that specializes in increasing book rental funds for school corporations at a low cost.

Steele BenefitsSteve Sonntag9020 Crawfordsville RoadIndianapolis, IN [email protected]

StifelMike Schumaker30 S. Meridian St., Suite 600Indianapolis, IN 46204(317) [email protected]://www.stifel.comIndiana’s largest independently owned investment banking firm specializing in financial consulting and bond underwriting.


IASBO Business Associate MembersTTaft Stettinius & Hollister LLPJames D. Shanahan (Jimmy)111 East Wacker Drive, Suite 2800Chicago, IL 60601(317) [email protected]://www.taftlaw.comLegal Services - Bond Counsel and Oper-ating or Construction Referendum Counsel

Tandus CentivaJen Maynard2527 Shannon LaneKokomo, IN 46901(765) [email protected]://www.tandus-centiva.comCarpet and luxury vinyl tile manufacturer, project/design consultation.

TCU (Teachers Credit Union)Tracy L. McCartyOne North Capitol Ave., Suite 101Indianapolis, IN 46204(317) 917-2011 ext. [email protected]://www.tcunet.comSavings, Checking, Loans, Investment Services, Mortgage Services, Insurance and Financial Empowerment.

TRANEBrian Pickering5355 N. Post Rd.Indianapolis, IN 46216(317) [email protected] and sustaining safe, comfortable, and efficient environments.

TrustINdianaCindy Burres Barger200 W. Washington St., Ste 242Indianapolis, IN 46204-2792(317) [email protected]://www.trustindiana.in.govLocal government investment pool

Tyson Onsite LLCBryan Ferry2301 South Holt RoadIndianapolis, IN [email protected]

UU.S. Bank Global Corporate Trust ServicesLois Moore10 W. Market St., Suite 1150Indianapolis, IN 46204(317) [email protected]://www.usbank.comUS Bank is a leader in provider of bond trustee and paying agent services for school corporations.

UmbaughBelvia Gray8365 Keystone Crossing, Ste 300Indianapolis, IN 46240(317) [email protected]://www.umbaugh.comFinancial advisor to local governments.

VVALIC Amy Cummings 630 W Carmel Dr., Suite 140 Carmel, IN 46032 (317) [email protected]://www.valic.comNumber one provider of retirement programs for K-12 in the U.S.

Van Ausdall & Farrar, Inc.Andrew Kimbrough6430 East 75th StreetIndianapolis, IN 46250(317) [email protected]://www.vanausdall.comLeading business technology/services pro-vider offering Copiers, MPS, IT Services, Software/Workflow solutions and on-site managed services.

Van Gorp GroupAnthony J. Van Gorp10971 Four Seasons Place, Ste. 134Crown Point, IN 46307(630) [email protected]://www.vangorpgroup.com3M Security Window Film Distributor

ZZions First National BankRobert Cafarelli111 West Washington, Suite 1860Chicago, IL [email protected]://www.zionsbank.com/business/trust-service-bf.jspTrustee, Paying Agent, Bond Register & Investment Services

2019 IASBO Annual MeetingMay 8-10 • Fort Wayne

Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA and an SEC-registered investment advisor.VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

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