2019 Fiscal Management Conference

Leaders who lead effectively and efficiently do so with strong planning and financial oversight.

Wednesday, July 17, 9 a.m.4 p.m.
The Meadows Events & Conference Center, Altoona

Register Now

Financial planning and oversight are some of the most important responsibilities of school boards. Monitoring the budget and ensuring funds are spent transparently to accomplish district goals are crucial elements to sustaining and enhancing district resources. However, when faced with financial oversight, some board members may not feel comfortable or overly knowledgeable. We’re here to help—with strategies, tips and tools from expert speakers to strengthen your financial oversight toolbox.

View the agenda PDF

Featured Speakers

Individual Speakers

Rob Sand
Auditor, State of Iowa
Dave Roederer
Director, Department of Management
Amy Harris
Administrator of the Research and Policy Division, Iowa Department of Revenue

Education Committee Members

Chris Cournoyer Chris Cournoyer
State Senator
Herman Quirmbach Herman Quirmbach
State Senator
Cecil Dolecheck
State Representative
Ras Smith
State Representative


General Sessions

State of the Budget
Dave Roederer
, Director, Department of Management

How PIE (Public Innovation and Efficiency) Helps Our Schools
Rob Sand
, Auditor, State of Iowa

Legislative Recap and Emerging Issues for 2020
Education Committee Members

Chris Cournoyer, Senator, Herman Quirmbach, Senator, Cecil Dolecheck, Representative and Ras Smith, Representative, Iowa State Legislature

Iowa Income Tax Credits 101
Amy Harris
, Administrator of the Research and Policy Division, Iowa Department of Revenue
The State of Iowa offers many income tax credits to incentivize various activities by businesses and individuals. Claims to these tax credits directly reduced Iowa income tax revenues roughly $396 million in FY 2018, although what Iowa tax revenues would have been in the absence of the activities resulting from the tax credits are unknown. Key tax credit concepts will be introduced before making a dive into the characteristics and data surrounding those Iowa income tax credits.

Breakout Sessions

In the Service of Gifted Students: Developing and Maintaining Quality Gifted Programming with State Funding
Maureen Marron, Executive Director, Iowa Talented and Gifted Association; Susan Wouters, President, Iowa Talented and Gifted Association; Rosanne Malek, Consultant for Gifted and Talented, Iowa Department of Education
Every school district in Iowa annually receives categorical funds to provide district-wide K-12 gifted and talented programming for its students. Unspent gifted funds are carried forward and remain available solely for gifted and talented programming. How can districts develop educational priorities and a defensible budget for gifted programming in the service of their gifted students? The presenters will share recommendations and resources on best-practice approaches to gifted education that will help districts build and maintain quality gifted programming and spend down gifted carryforward balances.

Don’t Let the Election Date Changes Defeat Your Next Bond Issue
Matt Gillaspie
, Managing Director, Public Finance Services; Piper Jaffray & Co.
Learn about the impact the July 2019 election date changes may have on your upcoming G.O. Bond vote, PPEL renewal or Revenue Purpose Statement extension.

Can You Explain This?
Tom Cooley, Iowa Department of Education
The federal Every Student Succeeds Act (ESSA) requires the state to report school-level expenditures beginning with FY 2019, and to ensure this information is included in the district's annual report card. This session will provide an overview of the anticipated reporting structure and several scenarios for discussion to help prepare for the types of questions that may arise.

Do We Do That? Learning from Others
Jennifer Campbell
, CPA, Manager, State Auditor’s Office
During this session, we will present an overview of findings included in the special investigations and reviews of school districts issued by the Office of Auditor of State over the past year and discuss the recommended actions that can be taken to avoid similar issues.

Transparency: What the Public (and the Legislature) Expects from School Districts
John Parker
, Department of Management
Updates from the Department of Management on school transparency discussions with the legislature and what information is currently available to the public and future enhancements. Included in the discussion will be a brief outline of what to expect in the new budget system for FY 2021.

Finance and Other Essential Information for Board Candidates  What to Emphasize?
Lou Ann Gvist, 
Board Development Director, IASB; Harry Heiligenthal, Associate Executive Director, Board Development, IASB; Patti Schroeder, Finance Support Director, IASB

School board elections are less than four months away! How prepared are you to help candidates understand school finance and other key areas of board leadership from a bird's-eye view? We’ll discuss strategies for preparing and sharing finance and other information that keeps the conversation at the governance level. You’ll leave with handy tools to help you select key school finance concepts, tips to avoid drawing candidates into the weeds, and a snapshot of IASB resources to build the understanding of candidates across multiple areas – before they are elected to the board.

Registration Details

Fee: $140 per person, $170 after July 9. Fee includes program, materials and lunch.

Register Now
   For more information, contact Michelle Johnson at mjohnson@ia-sb.org or by phone (515) 247-7055.

Conference attendees earn
15 Better Boardsmanship credits!

Learn more about
Better Boardsmanship Awards