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Excel Pivot Tables
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CIO Meeting
Presenter: Leslie Yambor, Anne Arundel County Public Schools
High School Bell Times –What Have We Learned?
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This session will demonstrate how Pivot tables can easily create summary information of large amounts of
data from a spreadsheet. Text and numeric data will be presented. Data can be summed, counted, and
averaged, as well as other functions and charts. Excel can organize your data so you see a different view of
your information with just a few clicks. This session will be featuring Office Professional 2013.
Presenters: John Matthews, Emeritus, and
Winship Wheatley, Emeritus
2015 Legislative Session: Summary and Highlights
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Adequately addressing the high school start time remains a significant challenge. The competing interests,
the efficacy debate, student time ownership, and allocation of scarce resources all play a major part in this
transportation-determined issue. Lessons learned, future guidance, technology limits, and funding
considerations will be discussed by the presenters who have a combined six plus decades in school business.
Presenter: John Woolums, Director of Governmental Relations, MABE
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This was a very busy year in Annapolis with dozens of education bills introduced and debated, and dozens
of new legislators in the General Assembly. As always, many bills passed with major impacts on school
systems educational programs, finances, and operations, and, therefore, on school business officials as you
implement them. Find out what passed, when new laws take effect, and what they mean for your workload
in the years to come.
Is the Premier Food Contract in Your Future?
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SPRING CONFERENCE 2015 EDUCATION SCHEDULE - Monday, May 18, 2015
Presenters: Jeff Gerald, Premier Foods
Harold Fowler, USF
Matt East, U. S. Communities
Food services professionals using the Premier Foods Contract through US Communities will meet with
representatives from that organization and Premier and US Foods to discuss issues and explore new and
greater offerings to contract users. Even if you are not a current user, this is a great opprtunity to learn about
the terms and benefits of the contract.
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Trends in State Sponsored Retirement Plans
Presenter: Michael J. Stecher, Stecher Financial Group
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What are the current trends in School Sponsored Retirement Plans? The presenter will describe how to
select a TPA (Third Party Administrator) that specializes in working with school districts and how to pay for its
services. He will also fully explain the types of funding vehicles available in the marketplace and resources
that are available to research investment selection. Lastly, resources will be provided to make sure that your
plan is fully IRS compliant.
Maximize Your Utility Energy Rebate Opportunities
Presenters: Andrew C. Endres, Jr., PE, LEED AP BD+C, Burdette, Koehler, Murphy & Associates
Andrew Cassilly, Harford County Public Schools, and
Mike Babcock, CEM, LEEAP, Sustainability
Principles of Leadership
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Harford County Public School’s Fallston High School is undergoing an expansive HVAC systemic renovation.
Early in the design process , the design team engaged the local energy rebate program administrator to
maximize the potential energy rebate incentive. Learn how team effort and collaboration led to a
successful and lucrative outcome for the school system
Presenter: Rick Gay, CPPO, RSBO, Purchasing Manager, Baltimore County Public Schools
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IT Planning, Strategy, and Using MEEC to Get From Now to the Future
Presenter: Tamara Petronka, Executive Director, MEEC
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Technology is notorious for the rapidity with which change occurs and keeping up with those changes can
be a feat. MEEC’s role in the leveraged procurement of IT products has expanded to assist you in becoming
aware of many of these changes, while continuing to focus on providing exceptional contract vehicles for
acquiring IT related products. MEEC’s seminar series and contract flexibility guides and educates members
in this ever changing IT world.
Excel Charting
Presenter: Leslie Yambor, Anne Arundel County Public Schools
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This session will feature displaying Excel spreadsheet data in a variety of chart types, including line, bar and
pie charts and when it is best to use what kind of chart. Linking charts and other excel data into other office
applications such as Word and PowerPoint will also be introduced. This session will be featuring Office
Professional 2013
Implementation of New Accounting for Pensions – Time’s Almost Up
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What are the components of Leadership? Are leaders born or made? What constitutes leadership? Are you
a leader? Leadership is generally defined as the capacity or ability to lead. What does that mean? What
principles are common to successful leaders? This session will start to answer those questions, recognizing
that leadership is a life-long process. It’s a great start to developing your own leadership competencies.
Presenter: Graylin Smith, Managing Partner, SB & Company, LLC
GASB No. 68 requires public schools participating in a defined benefit retirement plan to record an
unfunded pension liability as a liability as of June 30, 2015. Even governments participating in a cost sharing,
multi-employer defined benefit plan must record their share of the unfunded liability unless it has a special
funding arrangement as defined in the standard. This session will discuss the requirements of GASB No.68
and the special funding arrangement in the State of Maryland.
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Presenter: Leslie Gilbert, Continuous Improvement Coordinator, Howard County Public Schools
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This session will focus on continuous improvement projects in the educational environment. Howard County
Public Schools will share several projects completed over the past five years of its continuous improvement
journey. You will learn about successful implementation strategies in the educational arena through an
overview of Lean Six Sigma, the continuous improvement methodology used in industry for several decades.
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Home Fire Preparedness and Safety by The American Red Cross of the Greater Chesapeake
Region
Presenters: James Francavilla, Chief Development Officer, Red Cross, and
Natalie Herndon, Major Gift Officer, Red Cross
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Do you have an evacuation and disaster plan in your home? Are smoke alarms properly installed, and in
good operating condition? This education session promises you will learn about home fire preparedness
and safety. These initiatives will empower you with the information and tools needed to better protect your
loved ones and home
Due Diligence and Cooperative Procurement
Presenter: Rick Gay, CPPO, RSBO, Purchasing Manager, Baltimore County Public Schools
What’s Your Building’s FQI?
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It is a best practice to consider the use of cooperative procurement contracts on a case-by-case basis, and
only after proper due diligence has been performed. Government entities can save time and money,
obtain higher quality products and services, and standardize products and services by using cooperative
contracts. After conducting extensive due diligence and market research, public procurement should,
where permissible by law or regulation, consider the use of cooperative contracts, in order to lower prices,
lower administrative costs, increase competition, and obtain more favorable terms and conditions. When
using cooperative contracts attention should be given to ensuring legal compliance, open competition,
and effective/ efficient use of time and resources.
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Presenters: Leisl Ashby, Queen Anne's County Public Schools, and
Dave Reeve, Emeritus
Facility professionals have to prioritize complex building issues with limited resources and instructional
programs needs can vary throughout a school system's building portfolio. Discover how specific building
and program indicators can help communicate the overall needs of a school system's building portfolio.
You will learn how utilizing these indicators as a foundation for a community based planning committee
helped everyone see what FQI (Facility Quality Index) is all about.
Ethical Decision-Making for Educational Leadership
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System-Wide Continuous Improvement: Lean Six Sigma at Howard County Public Schools
Presenter: Dr. Mary Kropiewnicki, Associate Professor and Chair, Department of Educational
Leadership, Wilkes University
Participants will focus on the principles, practices, and issues related to ethics in educational leadership,
including the influence of ethics and values on decision-making. You also will analyze ethical issues and
apply ethical paradigms to dilemmas faced in your work and communities. Not to be missed!
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Presenter: W. Wesley Watts Jr., Chief Information Officer, Prince George's County Public Schools
The 403(b) Landscape is Shifting – Are You Ready
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Prince George's County Public Schools (PGCPS) went from RFP to Implementation of managed VoIP in 24
months. With the help of partners, PGCPS was able to install the network infrastructure and over 8,000
phones in over 235 sites, a centralized fax service, and additional phone services to staff. PGCPS will share
its experience, documentation (RFP), and the process to complete these projects within budget and ontime.
Presenters: Kasi Boyules, Regional Vice President, and
Nehal Thaker, Regional Vice President, Voya Financial Advisor
What’s Happening in the Transportation World That You May Have Missed?
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The 403(b) landscape is dynamic and evolving, and it is critical that you stay up to date. This session will
cover such topics as fiduciary responsibilty, industry trends, and how to stay ahead of regulatory updates.
Presenter: Winship Wheatley, Emeritus
The Secrets of Groundbreaking Community Engagement
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What are hot topics in transportation that you may have missed while you’re managing your bus fleet?
What’s going on at MAPT, NAPT and the National Congress meeting in Des Moines? What’s the latest from
the state legislature? What does the state funding statute actually stipulate? Which KPIs are the most critical
and least complex from a data acquisition perspective? Finally, a recap and open discussion building on
the previous sessions.
Presenters: Michael Doerrer, Frederick County Public Schools
Ray Barnes, Frederick County Public Schools
What is OFAC and How Could It Affect Your Program?
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In 2012, Frederick County Public Schools began tackling the daunting task of replacing its most historic high
school, Frederick High. Rather than just bulldoze ahead with the project, FCPS engaged in a proactive and
innovative campaign of community engagement to mobilize the community. FCPS will share an inside look
at its nationally recognized, award-winning engagement project and some of the tips and techniques
learned to bring communities together to support school system goals.
Presenter: Bill Meekins CPPB, CPCP, Buyer Specialist, Frederick County Public Schools
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The Office of Foreign Assets Control (OFAC) administers and enforces economic and trade sanctions.
Financial institutions must create compliance programs to meet OFAC requirements that include the
creation of new accounts, including credit cards. Learn the basics of OFAC, discover the responsibilities of
financial institutions, and determine how OFAC may affect your program.
Integrated Disability Management: A Step by Step Approach
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The Implementation of VoIP – Lessons Learned
Presenter: Robynn G. Segall, RN, CCM
Baltimore County Public Schools' Integrated Disability Management Program (IDM) provides support and
assistance to managers and employees in all aspects of disability management. The IDM program is
intended to assist employees when they are out sick so they can minimize disruption to their lives and return
to work as soon as possible. Additionally, the Office of Risk Management both identifies and accepts
referrals of employees who may be a safety risk. Nurse Segall will illustrate through case studies how
employees are identified and connected with appropriate health care resources.
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Presenter: Christopher Van Horn, Boland Trane
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Facility upgrades that improve energy efficiency are a smart investment. The net cost of financing energy
projects is nearly zero and the return on investment is high. This presentation will discuss how to leverage
future energy savings to stretch capital improvement budgets, modernize schools, and improve the learning
environment for students and teachers.
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The Business Case for Investing in Energy Efficiency
Change Management
Presenter: Rick Gay, CPPO, RSBO, Purchasing Manager, Baltimore County Public Schools
Change Management is a systematic approach to dealing with change, both from the perspective of an
organization and on the individual level. A somewhat ambiguous term, Change Management has at least
three different aspects: adapting to change, controlling change, and effecting change. A proactive
approach to dealing with change is at the core of all three aspects. For an organization, Change
Management means defining and implementing procedures and/or technologies to deal with changes in
the business environment and to profit from change opportunities.
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How an On-Line Enrollment Tool Improved Outreach and Student Success
Presenter: Brenton Higgins, Manager School Funding Team, District of Columbia Public Schools
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Before 2014, there was no single tool to provide information to schools and parents as students moved from
one school to another. To solve this problem, DC Schools launched the Enrollment Reporting Tool (ERT) to
collect data from various databases and publish them in a single interface. The result is a tool that provides
receiving schools with information on prospective students. This tool also enables teachers and school
leadership to share information with each other and with parents to help make better decisions about
student placement and delivery of resources. This is a 2015 Phillips Best Practice Award Finalist.
Ready to Be Googlized? An Overview of Google Apps for Education
Presenter: Hugh Jessell, Prince George's County Public Schools
Professional Standards for Food and Nutrition Staff – How Are You Meeting Them?
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This session will outline the benefits and challenges of migrating to Google productivity tools in your
business/educational environment. We will take a hands-on look at Google Docs, Sheets, and Slides: a webbased word processor, a spreadsheet program, and a presentation program respectively, all part of the
productivity suite offered within Google Drive. Participants should have a working Gmail account to fully
participate.
Presenter: Scott Germain, Food & Nutrition Services Program Manager, Garrett County Public
Schools
Section 125 Plans, HSAs and HRAs – How Can They Benefit Your LEA?
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Share the latest information on the new USDA professional standards and hiring requirements for Food and
Nutrition Services employees and how school systems plan on complying with the new training requirements.
Presenters: Steven M. Delisle, The Horace Mann Companies, and
Lisa Cardwell, The Horace Mann Companies
Facilities Web-Based Software: Is it Right for You?
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This presentation will cover what a Section 125 is and how it can provide benefits to your school district and
its employees. You will also learn about Health Savings Accounts and Health Reimbursement Arrangements.
Presenter: Jacob Bobian, Operating Supply Warehouse Mgr, Anne Arundel County Public Schools
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This session is designed to demonstrate to facility managers the pros and cons of web-based software
available for facility operations. You wil be reviewing some of the currently available software and its
capabilities, and discuss strategies on how to choose and implement web-based software.
Performance Management Through Employee Engagement
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SPRING CONFERENCE 2015 EDUCATION SCHEDULE – Tuesday, May 19, 2015
Presenters: Lisa Hammer,Principal Leadership Techniques, LLC, and
David Newman, Leadership Techniques, LLC
Performance management: Do you dread the thought of it? Why can't everyone do exactly what is
required precisely when it's needed? And then, there's the same old complaints about managing without
authority! We will explore ways to optimize your team's performance whether you are responsible for
performance evaluations or simply accountable for performance. You’ll discuss tips and techniques to
maximize output, minimize confusion, and improve the relationships between you and your team!
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Why Enterprise Risk Management?
Presenter: John Magoon, Risk Management Officer, MABE
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Enterprise Risk Management, or Everyone is a Risk Manager, is being adopted worldwide, replacing
traditional Risk Management programs. Learn how you can be part of this.
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Partner with Your Peers: Cooperative Purchasing Saves Time and Money
Presenter: Tyler McCall, Program Manager, US Communities
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Technology and Buildings Come Together
Presenter: Dwayne Henderson, Technology Group Leader, SHW Group
Using Google Forms to Collect Data
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Have you ever been asked what the budget should be for technology? How do you plan and budget
technology costs to help students learn. Technology as part of the building design process is not an
afterthought.
Presenter: Hugh Jessell, Prince George's County Public Schools
Special Needs and Homeless Transportation – Lessons Learned and Yet to Be Learned
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In this hands-on session, participants will learn how to create web-based forms to collect information from
colleagues across time and space and then share the information in a related spreadsheet. Some basic
knowledge of Google Apps would be helpful, but not essential. Participants should have a working Gmail
account to fully participate.
Presenter: Dr. Linda Bluth, Consultant to the Maryland State Department of Education
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An internationally recognized expert in special needs and homeless student transportation, Dr. Bluth brings
her 35 years of transportation experience for an “issues and events” update. Her lively presentation will
include a wide-ranging discussion of the challenges and requirements for servicing special youngsters. Dr.
Bluth will address current nuances, lessons learned, litigation updates, and other unique aspects of
transportation. A must session for anyone involved in this specialized aspect of transportation
Collaborative Design – Saving Money and Strengthening Community
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With limited staff and even fewer dollars available, your state provides relief in the form of a statute that
allows you to collaborate with other agencies when making purchases. This allows all agencies to
aggregate spend and lower costs. Learn what cooperative purchasing is, where to find legal statutes, and
how to access contracts that are available to you at no cost. Additional topics such as green purchasing
and online purchasing will be highlighted.
Presenters: Paul H. Falkenbury, AIA, REFP, Principal, Samaha Associates, P.C.,
Deborah Szyfer, Montgomery County Public Schools, and
Todd Ward, LEED AP, HESS Construction
Montgomery County Public Schools engages in a community-based collaborative planning and design
process that enhances the learning environment and creates unique facilities essential in keeping the value
of the community structure it serves. Collaboration enhances project solutions and strengthens support from
stakeholders and the community, while also saving the owner money. Learn how they do it.
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Cyber Crime – It Can Happen to You
Presenter: John Brenchley, Director of Management Services, Intermediate Unit 17, Pennsylvania
Vision 2018: A Strengths-Based Model for Strategic Plan Development
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Don’t think it can happen to you? Find out how an Educational Service Agency in Pennsylvania was
hacked. Learn about the security that was in place, find out what failed, and learn about what data was
lost. What steps can your school system take to reduce the likelihood that it can happen to you. And what
your responsibilities are if it does!
Presenter: Caryn Lasser, Coordinator of Strategic Planning, Howard County Public Schools
What’s New in School Law?
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How do you develop a Strategic Plan for a school system? How do you ensure that all of the stakeholders
have a meaningful say? Howard County Public Schools opted to use a strengths-based methodology,
combined with a Design Thinking approach, to create Vision 2018, its' Strategic Plan. The school system also
partnered with Harvard University to analyze student performance data and performance management
practices. Learn how you can do the same thing. This is a 2015 Phillips Best Practice Award Finalist.
Presenter: Stephen C. Bounds, Director of Legal and Policy Services, MABE
What's Your ROI on Online Safety Training and Compliance Management?
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There is a constant onslaught of new cases and laws that may have a significant affect on your school
system. Be prepared and avoid potentially costly litigation by learning about the latest happenings in school
law in an informative, fast-paced and fun format.
Presenter: James Nulson, Vice President, Scenario Learning/Safe Schools
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How Wireless Infrastructure Translates to HVAC Savings
Presenters: Robert Wilkinson, Frederick County Public Schools and
Michael McDrake, Frederick County Public Schools
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Frederick County Public Schools decided to use its limited technology funds to install wireless technology in
all schools rather than purchase new computers. Learn how the Maintenance and Operations staff used
wireless connectivity to support instructional initiatives, save money, and qualify supervisors for professional
credentialing. This is the 2015 Phillips Best Practice Award winner.
Using Gmail and Google Calendar to Improve Personal Productivity
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Learn more about the best practices that school systems are using to impact the bottom line. Learn how to
implement an online safety training program to save money on workers' compensation, property and
liability, and more. Learn how online compliance management can strengthen your shield against costly
litigation.
Presenter: Hugh Jessell, Prince George's County Public Schools
Having trouble organizing your Gmail inbox? Keeping track of personal/professional events and meetings?
Then this session is for you. Participants will learn how to use filters and labels to manage their Gmail, create
multiple shared calendars, create evites, and much, much more. (Participants should have a working
Gmail account to fully participate).
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Presenter: Winship Wheatley, Emeritus
Personal Financial Enrichment
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Is computer assisted routing a best practice? If so, why? What other technologies are there that may
support best practices and how can they be blended with transportation operations to address KPI needs?
How do you plan, implement, and maintain those systems? Be part of a lively discussion with a present
technology user panel and walk away with solutions.
Presenter: Michael J. Stecher, Stecher Financial Group
Holistic Design Approaches to School Lunch
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This presentation will provide a complete understanding of the components of financial enrichment and a
discussion of the current trends in the marketplace regarding providing Personal Financial Enrichment to
employees. The presenter also will discuss how to integrate this as a benefit to employees and how to
communicate this benefit to them.
Presenter: Bob Moje, FAIA, LEED AP, Principal-in-Charge, VMDO Architects, PC
Affordable Care Act Reporting Requirements
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This session will highlight different design approaches to school dining that have provided K-12 students in a
variety of communities with a more holistic educational experience. Instead of separating the lunch period
from the rest of the school day, these approaches work to recast the school dining experience as one rich
with opportunities to integrate academic, civic, social, and nutritional enrichment as part of a larger
learning experience.
Presenter: Rosanne Calzetta, Senior Health & Welfare Consultant, Bolton Partners
Building a School in an Urban Environment: Meeting the Challenge
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The ACA will require self-funded health plan sponsors to report data based on 2015 health plan participation
early in 2016. You should be tracking the required data on a month-to-month basis NOW. This session will
include a demonstration of a workbook tool for required data tracking.
Presenter: Phillip Maddox, Project Manager, Johnson, Mirmiran, and Thompson
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Baltimore City Schools build it first new school in 18 years – right on the site of Waverly Elementary in a
confined urban environment. To make the project even more challenging, the students still attended the
existing school while its demolition proceeded and while the new school was under construction! Find out
HOW they did it!
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Is There a Technology Solution to Your Transportation Challenges?
Five Ways to Reduce Your Energy Cost After You Sign the Contract
Presenter: Ben Parker, Senior Director, Tradition Energy
Most organizations participating in aggregations are familiar with energy procurement. But what happens
after the contract is signed? Unfortunately, the answer is often nothing, with many believing that once the
procurement is done there's nothing else to do. In this session, you'll not only hear why energy procurement
should be viewed as just one part of a comprehensive energy management plan, but you'll learn about five
proven ways to reduce costs long after the ink has dried on your contract.