Inter-Com · TedJim Evans, Wawasee Lana Crum, Tippecanoe ... cussed technical changes to the bill...

IASBO InterCom September 2017 - 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

As I was contemplating the few words I would write for the September InterCom, my thoughts took me to the theme of May’s annual meeting in Fort Wayne. The theme chosen by Weedie Smith “Embrace the Change”, was bril-liant and timely. I felt compelled to continue this theme.

It seems like changes, whether small or large, keep coming non‐stop. Just when you settle into the last change, it happens again. It goes hand‐in‐hand with our changing world and ad-vances in technology. Change can be difficult. Change can be a real pain in the…….. But the reality of change is that it is the ONLY thing in the universe that remains constant. Things are constantly changing around us and we normally adapt without much effort. However, on the work front, adapting to change can be difficult. When change happens in our profes-sion, it can be very stressful. We might have a tendency to push back and do a little venting when we are with our peers. That’s perfectly OK. After all we are only human. So once we stop lamenting the change (the sooner the better) we need to focus on that which is not going away.

A wise man once said, “If you cannot change the content, then change the context.” In‐other‐words, if you cannot change what you do, then change the approach on how you do it. Change can be the Segway to a variety of opportunities. Opportunities like, “What can I do now to lay the groundwork for the change”, “How can I create or tweak a process to accomplish what is needed”, “What can I do to give support to the key people on my team?”

Articles of Interest . . .President’s Message ................................. 1-2From Denny’s Desk ......................................4IASBO 2017-18 Calendar ......................... 6-7New Meeting Location .................................72018 Bond Bank Program .......................... 8Fall Institute ............................................9-11

IASBO Golf Outing ....................................13Cash Management & Financial .......... 14-15IASBO New Members ...............................16IASBO Sponsors .........................................17IASBO Apparel ..........................................20Business Associates................................ 21-24

• PERFORMANCE SERVICES • AMERICAN FIDELITY • DEEM MEChANICAL & ELECTRICAL • ICE MILLER • PubLIC TRuST ADVISORS

Platinum Sponsors

President’s Message

Ted Zembala,IASBO President

continued on page 2

2 - IASBO InterCom September 2017

IASbO OFFICERS ANDbOARD OF DIRECTORS 2017-2018

President Ted Zembala, hobartPresident-Elect Kevin Scott, ElkhartVice President Scott bowling, CrawfordsvilleTreasurer Carla Gambill, Linton StocktonRegional Directors Terms Ends June, 2019 Jim Evans, Wawasee Lana Crum, Tippecanoe Karen Scalf, Richmond Jud Wolfe, Plainfield Myra Fischvogt, Jennings County

Term Ends June, 2018 Rob James, Lake Central Cathy Phillip, Lakeland Stanley hall, Peru Tanya Pearson, North Putnam Rick Allen, Southeast Dubois

Past President Weedie Smith, Decatur County

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 1It’s about being proactive not reactive. The opportunity to bring a

positive attitude to the table and exhibit the leadership that gives confi-dence to team members and others around you. So dealing with change is just not about getting things done, it is also about the opportunity to make one a better person and a stronger leader.Here’s a thought….

You are in the water, 300 yards away from shore. In the distance you see a wave coming. It’s a big wave (change). As it gets closer you have to make a decision. Do I stand my ground or prepare myself to jump on the wave and ride it out. Let’s see…..If I jump on the wave I may get tossed around, swallow some water, and it will be challenging. If I stand my ground, all I have to do is hold my breath until the wave passes. For those that ride the wave of change, you will reach the shore. For those that let the wave pass over them, they will find themselves in the middle of nowhere treading water. To make matters worse for them, they may see you on the shore, in a beach chair holding a glass with a tiny um-brella in it!

So when it comes to change, your approach to it will ultimately deter-mine how successful or stressful it turns out to be.

Oh and BTW….. All change becomes the new “normal”. Enjoy the day! Ted

____________________________


The Indiana General Assembly passed HEA 1009 at the end of the 2017 session. This is a most significant piece of legislation that changes the fund accounting process for Indiana’s public schools. The bill that goes into effect on January 1, 2019 eliminates the current General Fund and creates an Education Fund and an Operation Fund. This will be a major issue for school business officials for the next several months.

Indiana ASBO made the decision as soon as the session ended to create a committee of IASBO members to review HEA 1009 and develop a plan to implement the bill. The members of the committee are as follows:

Darrel Bobe, Superintendent, North KnoxBarry Gardner, Director of Finance, BrownsburgDavid Holt, Chief Financial Officer, MSD of Warren TownshipRob James, Director of Business Services, Lake CentralJoe Licata, Chief Business Officer, MSD of Washington TownshipFred McWhorter, Chief Financial Officer, Franklin TownshipMike Reuter, Chief Financial Officer, Hamilton SoutheasternBob Schultz, Assistant Superintendent for Business Affairs, MarionDenise Seger, Associate Superintendent, Penn-Harris-MadisonKaren Zackfia, Director of Business & Finance, North Newton

The committee has met three times this past summer and reviewed every section of HEA 1009. At the last two meetings of the committee, IASBO invited representatives from the Department of Local Government Finance, State Board of Accounts, Department of Education, Indiana Education Em-ployment Relations Board, and fiscal staffers from the House and Senate. At these meetings, the agency representatives were very helpful as we dis-cussed technical changes to the bill and rule adjustments from the DLGF.

IASBO will be planning a series of free regional workshops regarding the implementation of HEA 1009 in March and April of 2018. These will be full-day workshops that will “get into the weeds” for developing the 2019 school budgets. Further, at the 2018 IASBO Annual Meeting we will hold a preconference workshop on 1009. Indiana ASBO will provide updates on our efforts regarding HEA 1009 in the upcoming weeks.

Indiana ASBO congratulates Terry Spradlin for recently being named the new Executive Director of the Indiana School Boards Association. I have known Terry for several years and I look forward to working with him in his new capacity.

“In the end, it’s not the years in your life that count. It’s the life in your years.” -Abraham Lincoln

from Denny’s DeskDennis Costerison, IASBO Executive Director


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OCtOBEr, 2017 October 2-3 ISBA / IAPSS Fall Conference Indianapolis Convention Center, Indianapolis October 10-11 FallInstitute–CertificationCourses Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 • ADM110 Leadership • F110 Principles of Education • F120 Public Relations & Internal Communications • F130 Governance & Operational Relations October 17 B111 Cash Management & Financial Oversight CertificationCourse Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 NOvEMBEr, 2017

November 3 Extracurricular Accounting Seminar Chesterton high School, Chesterton November 9 Human Resources Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 Nov. 13 - 14 CertificationCourses Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 • BG116 Introduction to Facilities & Grounds Administration • BG140 Landscape & Grounds Maintenance • BG110 Emergency Preparedness Management • BG120 Maintenance Operations Nov. 16-17 Leadership Academy Marriott North, Indianapolis November 23 Thanksgiving

November 28 Federal Grants Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 November 30 – December 1 IAPSS Annual Meeting The Westin, Indianapolis

2017 - 2018 Indiana ASBO Professional Development Calendar

DECEMBEr, 2017

December 5 BusinessOffice202Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 December 12 School Finance Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 December 15 IASBO Board of Directors Meeting hilton Garden Inn Airport, Indianapolis December 25 Christmas JANuAry, 2018

January 1 New Year’s Day FEBRuARy, 2018

February 8-10 ASBO International Executive Leadership Forum Austin, TX Feb. 15-17 AASA National Conference on Education Nashville, TN MArCh, 2018

March 6-7 Treasurers Workshop – Days 1 & 2 (B113) MSD of Warren Township Education & Community Center, Indianapolis March 9 IASBO Board of Directors Meeting hilton Garden Inn Airport, Indianapolis MArCh, 2018

March 13 B110 Budgeting Fundamentals for SchoolBusinessOfficials CertificationCourse Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 15-16 IASBO Leadership Academy Marriott North, Indianapolis March 20 Transportation Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 March 30 Good Friday

continued on page 7


2017 - 2018 Indiana ASBO Professional Development Calendar

APRIL, 2018

April 7-9 NSBA Annual Conference San Antonio, TX April 10-11 Spring Institute – CertificationCourses Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 • HR110 Introduction to Human Resources Administration • HR112 Labor Relations / Contract Administration • HR111BenefitsAdministration • HR116 Group Health / Medical Insurance April 12-13 Leadership Academy Marriott North, Indianapolis April 16-17 Treasurers Workshop Days 3 & 4 (B113) MSD of Warren Township Education & Community Center, Indianapolis April 19 Extracurricular Accounting Seminar Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 April 23 CertificationCourses Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 • A110 Fund Accounting / Budget Cycle / Audits • A111 Information Reporting & Data Analytics

MAy, 2018

May 9-11 IASBO Annual Meeting French Lick Resort, French LickMay 9 CertificationCourses • A114 Accrual Accounting • ADM112 School Law & Administrative Rules - Advanced • HR114 Collective Bargaining Strategy & Law • ADM117 Transportation Administration May 28 Memorial Day June, 2018 May 31 – June 1 IASBO Board of Directors Leadership Conference/Board Meeting TbD June 5-6 Summer Institute – CertificationCourses Primo banquet & Conference Center, 2615 National Ave., Indpls. 46227 • ADM111 School Law & Administrative Rules - Basic • HR115 Managing People • B150 Budgeting for School Operations June 8 ISBA School Law Seminar TbD June 13 Joint Budget / Finance Seminar - ISBA / IAPSS / IASBO TbD

_______________________________

INDIANA ASBO SELECTS A NEW MEETING LOCATION

IASBO has utilized The Palms in Plainfield for the past several years for the location of our seminars and cer-tification courses. The Palms has been purchased by Embassy Suites which is building a new hotel next to The Palms. That facility will be undergoing renovations beginning in September. IASBO has selected Primo South as the location for all of our future professional development activities. The “foot print” for Primo South is almost exactly like The Palms. Primo South is located just off of I-65 south and Keystone Avenue in Indianapolis. The actual address is 2615 National Avenue, Indianapolis, IN. As we get nearer to our September meetings, IASBO will send detailed directions to the membership.


Heartland Business Center at I-69 and SR-67 (exit 34)

9401 Innovation Drive, Suite 400, P O Box 669, Daleville, Indiana 47334-0669

Phone: 317-664-7400, 800-382-5505; Fax: 317-664-7402, www.boycesystems.com

With a tradition of service in Indiana since 1899, Boyce and Komputrol continue

to provide products to enhance productivity, save time, save money and reduce

paper waste. K-Time, our Time and Attendance Software promotes accuracy and

efficiency by eliminating duplicate data input. Doculivery For Payroll, our online

Pay Stub and W2 service enhances your Green Initiative by reducing unnecessary

printing! For more information contact [email protected].

Biometric Time Clock for Payroll

Online Pay Stub Sample

IASbO Gold Sponsor . . .

2018 Bond Bank Advance Funding Program

The Indiana Bond Bank is currently accepting applications for its 2018 Advance Funding Program. The Advance Funding Program is for entities that have a cash flow deficit in a property tax fund in the first half of 2018. Schools may also borrow against their tuition support from the state.

Historically, the Bond Bank provides very competitive interest rates. The rate is all-inclusive, which in-cludes all professional costs. The 2017 Advance Funding Program rate was 1.72%.

In order to participate, all applicants will need to complete a credit application and cash flow projections. The Bond Bank will provide legal documents for your governing body to adopt.

If you would like to participate in the 2018 Advance Funding Program, please contact Matt Zimmerman at the Indiana Bond Bank at 317-233-0090 or email at [email protected]. You can also visit the Bond Bank’s website at www.inbondbank.com under Services and then Advance Funding Program to get more information on the program.

If you have any questions regarding the 2018 Advance Funding Program, please do not hesitate to contact Matt Zimmerman.


IASBO Certification Program

Fall Institute October 10 – 11, 2017

Primo Banquet & Conference Center

2615 National Ave., Indianapolis, IN 46227

AGENDA

Tuesday, October 10, 2017

8:30 a.m. registration

9:00 a.m. Leadership (ADM110) Denny Costerison, Executive Director, Indiana Association of School Business Officials (IASBO) The course will include segments on ethics, school organizations, inter-personal relationships, culture, leadership styles, and communication skills.

12:00 p.m. Lunch 1:00 p.m. Principles of Education (F110)

Dr. James Freeland, Clinical Assistant Professor, Department of Educational Leadership and Policy Studies, Purdue University

The course begins with a brief history of education in the United States, including a look at the laws that established the role of federal vs. state government and local school board powers. The culture of schools, teaching and learning theories, and theories of school finance will be explored.

4:00 p.m. Evaluation/ Complete Credit Forms



Fall Institute October 10 – 11, 2017

Primo Banquet & Conference Center 2615 National Ave., Indianapolis, IN 46227

AGENDA

Wednesday, October 11, 2017


9:00 a.m. Public Relations & Internal Communications (F120) David Shank, Shank Public Relations Counselors

The ability to enhance and maintain a positive public image of public education and local schools is a valuable as well as vital skill. The course will explore techniques to master effective communications within the school community, with school board members, and in a public forum. Learn how to develop a public relations plan, use internal and external committees, solicit and manage public input, proactively deal with rumor control, and work with the media.

12:00 p.m. Lunch 1:00 p.m. Governance & Operational Relationships (F130)

Dr. J.T. Coopman, Executive Director, Indiana Association of Public School Superintendents & Dr. Robert W. Schultz, Chief Financial Officer, Marion CS

An in-depth look at school governance and the interactions between various school corporation departments will be the focus of the course. Governance topics will include: the legal powers of the state vs. the local school board; board policy vs. administrative procedures, and legal and interpersonal relationships between school board members, the superintendent, the staff, and the public. The course will also explore the formal and informal interactions that exist between the administrative and operational offices within a school corporation (school principal, business office, personnel office, transportation, school nutrition program, buildings and grounds, and the technology department).



IASBO Fall InstituteOctober 10 & 11, 2017

Primo Banquet & Conference Center, 2615 National Avenue, Indianapolis, IN 46227

Classes are $95.00 EACH

Leadership (ADM110) - 9am-Noon October 10th Principles of Education (F110) -1pm-4pm October 10th

Public Relations & Internal Communications (F120) - 9am-Noon October 11th Governance & Operational Relationships (F130) - 1pm-4pm October 11th

Corporation: _________________________________________________________________

Please indicate which class(es) you plan to attend by checking the appropriate box(es)

Name: Email Address: ADM110 F110 F120 F130

Position title:


Position title:


Position title:


Position title:


Position title:

Enclosed is a check Please bill the corporation PO# ___________________________

Dietary Restrictions: ___________________________________________________________

Please return this form via email, mail or fax to IASBO at:

[email protected]

One N. Capitol Ave., Suite 1215 Indianapolis, IN 46204-2095

765-374-0961(fax)

to receive a refund, cancellation must be received in writing by September 26, 2017.


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IASBO FOUNDATION GOLF OUTING

Recently, the Indiana ASBO Foundation held its 13th Annual Golf Outing at Eagle Creek Golf Course in Indianapolis. It was a beautiful day, hot but no rain. A record number of golfers registered for the event and a great time was had by all. The golf outing is the only fund raiser for the Foundation. The proceeds are used for our annual high school senior scholarships and the scholarships for members to attend the Annual Meeting. IASBO wants to thank all of our volunteers who worked last Wednesday, and Ella and Cynthia for their work behind the scenes. IASBO greatly appreciates the efforts of the following companies for sponsoring various aspects of the golf outing:

Presenting Sponsor – Performance ServicesGolf Gift Sponsor – Ice MillerSnack Bar Sponsor – StifelPutting Green Sponsor – U.S. BankBeverage Sponsor – Schmidt AssociatesDriving Range Sponsor – Horace MannGolf Prize Sponsors – Boyce Systems; BMO Harris Bank; Core Construction; Forecast5 Analytics; Ryan Fire Protection

Hole Sponsors:Administrator AssistanceBank of New York MellonBarton Coe VilamaaBoyce SystemsCumminsMJ InsuranceMTW Consulting Musco LightingSoftware Systems, Inc.

the 14th Annual Foundation Golf Outing is set for Wednesday, September 5, 2018 at the Eagle Creek Golf Course.

Please mark your calendars for next year’s event.



Cash Management & Financial Oversight (B111)

October 17, 2017 Primo Banquet & Conference Center

2615 National Ave., Indianapolis, IN 46227

AGENDA


9:00 a.m. The goal of the course is to help participants monitor budgets on a regular basis, make the appropriate adjustments throughout the year and report the financial status of the school corporation to local governing bodies, state and federal authorities. The course will review cash flow projections, analyze internal transfers and loans, interpret financial statements and recommend appropriate adjustments in spending and investing. Participants will review specifications for banking and other financial services and learn how to make the best investment decisions to maximize interest earned. The course will study compensating balances and other bank charges and legal aspects of investments including arbitrage. The practice of monthly reconciliation of bank statements will be reviewed and stressed. The importance of annual financial reports will be discussed and model reports will be studied.

Presenter: Marvin Ward, MTW Consulting

Noon Lunch

12:45 p.m. Course resumes

Presenters: David Holt, Chief of Finance, MSD of Warren Township, and others TBD



IASBO Certification Program Registration

CASH MANAGEMENT AND FINANCIAL OVERSIGHT (B111)

October 17, 2017Primo Banquet & Conference Center, 2615 National Avenue, Indianapolis, IN 46227

Cost is $190.00 per person and includes continental breakfast and lunch.

Corporation: _________________________________________________________________

Name: Email Address:

Position title:


Position title:


Position title:


Position title:


Position title:

Enclosed is a check Please bill the corporation PO# ___________________________

Please return this form via email, mail or fax to IASBO at:

[email protected]

One N. Capitol Ave., Suite 1215Indianapolis, IN 46204-2095

765-374-0961(fax)

to receive a refund, cancellation must be received in writing by October 9, 2017.

Dietary Restrictions: ______________________________________________________________


IASBO New Members

Region 1KIM KILBERTECA, TBR CoordinatorMerrillville

MIKE MALASKIDirector of Facilities & Mainte-nanceCrown Point

Region 2ROBERT DOCTORBusiness ManagerXavier School of Excellence

VICTORIA MOOREDirector, Food & NutritionSouth Bend

ZACHARY QUIETTBusiness ManagerBaugo

WILLIAM REICHHARTSuperintendentKnox

Region 3CHRISTIAN ARNOLDSecretaryFremont

RHONDA SNAVLEYPayroll/Human ResourcesWhitko

MIRANDA WILKINSBusiness ManagerCentral Noble

Region 4BRANDON HAMILTONTechnology DirectorWest Lafayette

AMANDA WHITLOCKSuperintendentClinton Prairie

Region 5DENNY GUSCHMANMaintenance DirectorTwin Lakes

Region 6MIKE CERQUADirector of Human ResourcesFayette County

ELIZABETH THOMASHuman Resources SpecialistCharles A. Beard

CHAD YENCERSuperintendentBlackford County

Region 7DIANNA KNOxDistrict Technology Integration SpecialistClay Community

ADAM TERWILLIGERInterim Assistant Director of Busi-ness OperationsMonroe County

Region 8JAMIE COOPERAdministrative AssistantNorth West Hendricks

MICHELLE GRANATAccounts Payable GeneralistZionsville

TANIA HAMMERLEBusiness Services GeneralistZionsville

DAVID HOBAUGHBusiness ManagerNorth West Hendricks

MELISSA KESELAccounts Payable SpecialistFranklin Community

DOUG MILLERSuperintendentSheridan

Region 9ANDREA MARTINAssistant TreasurerWashington Community

AMANDA VOLLMANDeputy TreasurerWarrick County

Region 10CINDY MORTONDirector of Support ServicesSunman-Dearborn

GINA PLEAKDirector of Title ServicesBartholomew Consolidated


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Silver Sponsors bOSE McKINNEY & EVANS LLP COLONIAL LIFEbMO hARRIS bANK VALIC SOFTWARE SYSTEMS, INC. uMbAuGhSChMIDT ASSOCIATES, INC. LEWIS & KAPPES, P.C.CSO ARChITECTS AdTEC, INC.KEYbANC CAPITAL MARKETS TRuSTINDIANAbARNES & ThORNbuRG, LLP JA bENEFITS, LLC(TCu) TEAChERS CREDIT uNION NATIONAL INSuRANCE SERVICEShuNTINGTON 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.

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2018 IASBO Annual Meeting

May 9-11French Lick


INDIANA ASBO APPAREL

IASBO has secured a contract with a company to provide shirts, sweaters, jackets, hats, etc. with the IASBO logo to Indiana ASBO members. Please go to the IASBO website and click on “IASBO Apparel”. Review the of-ferings that include many different colors. The IASBO Board of Directors hope that many members will purchase IASBO merchandise and wear it at the Annual Meeting and other educational activities. If you have questions on the IASBO apparel, please contact Ella at the IASBO office.


IASBO Business Associate Members3D 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.

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.

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

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., TheSharon Karst300 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.

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.

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

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.

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

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

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

EEducation 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 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.

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.

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


IASBO Business Associate MembersErgo 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]

GGeorge 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.

HHilliard 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.

Horace 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

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-Melloh SolutionsCraig Martin, 5925 Stockberger PlaceIndianapolis, IN 46241(317) 536-6106 [email protected]://www.johnsonmelloh.comRenewable, sustainable, and reliable alternative energy projects for schools.

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.


IASBO Business Associate MembersKovert 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.

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

NNational 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.

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

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.

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.

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.


IASBO Business Associate MembersSSchamber 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.

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

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.

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.

TTaft 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

Tyler TechnologiesDiane Effinger1 Tyler DriveYarmouth, ME(800) [email protected] Tyler Technologies provides integrated K-12 software solutions to empowerdistricts to optimize student achievement.

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

Inter-Com · TedJim Evans, Wawasee Lana Crum, Tippecanoe ... cussed technical changes to the bill...

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