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TENNESSEE ASSOCIATION
P. O. BOX 450HENDERSONVILLE, TN 37077
AFFILIATED WITH THE
ASSOCIATION OF
SCHOOL BUSINESS OFFICIALSINTERNATIONAL
44790 Maynard Square, Suite 200Ashburn, VA 20147
AND THE
SOUTHEASTERN ASSOCIATION OF
SCHOOL BUSINESS OFFICIALS
P. O. Box 524Clinton, MS 39060
President Lisa Higgs Hardeman County Schools
President Elect Scott Rhea Clinton City Schools
Vice President Selena Coker Alcoa City Schools
Past President Anita Hays Collierville City Schools
State SASBO Director Anita Hays Collierville City Schools
By-Laws Chris Henson Nashville Metro
Executive Secretary Maryanne Durski State Department of Education
2018-2021 Scott Bolton Knox County Schools
2015-2018 John Ford Nashville Metro
2018-2021 Sherry Johnson Sequatchie County
2018-2021 Pam Jones Lebanon S.S.D.
2017-2020 Holly Kellar Jackson-Madison County
2017-2020 Ellen Lipe Greenville City Schools
2018-2021 Montrey Moore Dyer County Schools
2017-2020 Kim Williams Rutherford County
2017-2020 Cheryl Wilson Henry County Schools
TASBO OFFICERS - 2018
TASBO BOARD OF DIRECTORS
Registration Jean Allen & Trina Hill Lowquitta Scott, Beth Waller, & Rob Mynhier
Exhibits / Vendors Kim Williams/Holly Kellar
Sponsor Coordinator Joe Anderson
Program Scott Rhea
Door Prizes Selena Coker
By-Laws Chris Henson
Webmaster Coordinator Joe Anderson
CPE John Ford
Technology Ellen Lipe
"The way to get started is to quit talking and begin doing." Walt Disney
TASBO COORDINATORS
CONFERENCE INFORMATION
TUESDAY EVENING - WELCOME DINNER
Come join us in the Mirabella Grand Ballroom beginning at 6:30PM for a night of food and entertainment. Don't forget those drink tickets!!! We will renew old acquaintances and make new friends. By the end of the evening, we'll all live by the saying
from Toy Story - "You've got a friend in me. You got troubles and I got 'em, too. There isn't anything I wouldn't do for you. We stick together, we can see it through 'cause you've got a freind in me."
WEDNESDAY LUNCH - RECOGNITION LUNCHEON
Our Recognition Luncheon begin at 11:30AM in the Mirabella Grand Ballroom . TASBO will recognize its Charter Members, Past Presidents, and James D. McCullough Distinguished Service Award Winners at this luncheon.
WEDNESDAY EVENING - EVENING TO EXPLORE AND NETWORK
We hope you enjoy the evening on your own to explore, network, shop, or relax.
THURSDAY LUNCH - "Lunch with the Vendors"
Join us for "Lunch with the Vendors" beginning at 11:00AM in the Mirabella Grand Ballroom. We will enjoy visiting with each other and with our vendor business friends and acquaintances. We will hear from our President-Elect Scott Rhea about what we have to look forward to for the 2019 53rd TASBO Conference. We will recognize our sponsors and award door prizes from
the vendors and exhibitors.
THURSDAY EVENING - TASBO Dinner with Entertainment
Enjoy dinner in the Mirabella Ballroom starting at 6:30PM. Don't forget your drink tickets or your costume. Who knows you might win the costume contest. We have lots of Disney-inspired entertainment planned. As Tramp says in Lady and the Tramp
"who knows what wonderful experiences are beyond those distant hills?"
BEVERAGE BREAKSBeverages will be provided during morning and afternoon sessions.
CASUAL DRESSThe TASBO Conference dress is business casual for all activities and events. Please bring a jacket as room temperatures can
vary.
"TASBO" NAME TAG
Please wear your lanyard or name badge with your official "TASBO" name tag. This is your entrance into conference events. Drink tickets will be included in your packet for the Tuesday and Thursday night events.
CELL PHONES
We know it is important for you to be available for emergencies; however, please put your cell phone on vibrate or mute during our meetings. If you need to use your phone during meetings, please kindly step out of the room.
CPE - CONTINUING PROFESSIONAL EDUCATION FOR CPA's
TASBO will be offering professional courses during this year's conference that could be used for CPE. Each member will be responsible for determining if TASBO's offerings meet the requirements of their organization for CPE credits. TASBO will
provide a daily sign in/sign out sheet at the registration desk as well as provide stamps for your CPE sheets. On our website at www.tasbo.net is the form CPA's should use for the pre-approval of CPE credits from the Tennessee State Board of
Accountancy prior to participating in TASBO courses this year.
SPONSORS / VENDORS / EXHIBITORS
We are so very fortunate to have great sponsors, vendors and exhibitors. They are important to the success of our conference. We ask that you take the opportunity to visit with our vendors to learn about their products and services. You can receive
updated info about new developments, upgrades, services and products that could benefit your school system and help you and your school system be more successful.
DOOR PRIZESThere will be several opportunities for door prizes during the conference including the following events:
* Tuesday Evening - Welcome Dinner* Thursday Lunch - Vendor Door Prizes
* Thursday Dinner - Fun Night* Friday Morning - After Closing Business Session
TASBO CARES PROJECT
Continuing with tradition this year, TASBO's philanthropy will be the Ronald McDonald House of Nashville. The silent auction will end promptly at 3:10PM Thursday afternoon with winners being announced Thursday evening during dinner. You can also make monetary donations in the Ronald McDonald House donation box at the conference registration desk. We are excited to welcome a representative from the Ronald McDonald House of Nashville to our Friday business session to accept our donation.
Help us make it a generous one!!!
EVALUATION FORMSIn order to help improve our conference, we request your feedback. The evaluations will be performed on the app this year.
* Pre-Conference workshop and interest session evaluation forms will be provided on the app. We need your input and assessment of individual sessions for follow-up and future planning.
* The general conference evaluation form is also on the app this year. * Your input is essential to the success of future conferences.
WEBSITEAfter the conference, please refer to www.tasbo.net if you want to reference and / or print copies of available session
presentations and handouts as well as to view photos of conference highlights.
SMOKINGThe Embassy Suites & Convention Center is a "Smoke Free" hotel.
Please follow hotel policy regarding designated outside smoking areas.
State of Tennessee Department of Commerce and Insurance Tennessee State Board of Accountancy
500 James Robertson Parkway Nashville, TN 372431141
6157412550 or 8884536150
CPA Application for Preapproval of A CPE Course
This application should be completed, signed and returned to the Tennessee State Board of Accountancy (TNSBA) along with the required attachments prior to attending the CPE course/seminar.
1. Requestor Information
Name License #
Mailing Address
City State Zip Code
Telephone Number ( ) Fax Number ( )
Email Address
2. CPE Provider Information
Name
Mailing Address
City ____ State Zip Code
Telephone Number ( ) Fax Number ( )
Web Site address
Contact Person Title
Email Address
3. Course Information (if meeting/seminar has multiple sessions – you must provide this information for each session you plan to attend on a separate page – Total request cannot exceed 16 hours)
Course Title Date
Location Start Time End Time
Instructor Name
4. Type of Organization check applicable category (Organization Types Continued Next Page) □ Industry Related Organization (specific organization related to the nature of your employment) □ Professional Organization (other than an accounting organization) □ Firms, partnerships and professional corporations presenting course(s). State(s) in which organization
is licensed or registered :
Revised 06/04/09 RDA
□ Network of accounting firms, partnerships and professional corporations presenting course(s). (Attach a list of the firms and of the states where they are licensed or registered.)
□ Local government entity □ Other, attach a description of the type and size of the organization and an explanation of how
continuing education relates to its activities. □ This firm, company or organization will be providing four (4) hours of ethics, with one (1) hour state specific and (3) hours of general ethics.
5. Indicate the delivery method of the course: □ Live Formal □ Selfstudy □ Audioconference/Teleconference □ Publication □ College Course □ Video conference
6. Check the fields of study which apply to your course. □ Accounting and Auditing □ Personal Development □ Consulting Services □ Specialized Knowledge and Applications □ Ethics □ Taxation □ Management □ Specify if not listed
7. Has the organization been approved as a course provider by NASBA ? □ Yes □ No If yes, specify the sponsor/registration identification number
8. Materials to be submitted: • CPE Course Exemption Application • Promotional Brochure • Attach a statement on how this course relates to your practice of public accountancy as per
Rule 00205.04 (1) (a). Describe how the course contributes to the professional and technical competency of a CPA in public practice.
9. Requestor Agreement. The licensee completing the application agrees:
• To abide by the rules and requirements of the Tennessee State Board of Accountancy as prescribed in Rules 00205 Continuing Professional Education.
• To request this exemption only once per reporting period. • The course if approved can only be used for up to 16 nontechnical CPE hours. • Review and approval of this course must be obtained prior to attending. • That failure to comply with this Agreement, or failure to meet Tennessee State Board of
Accountancy Rules and Regulations, may result in the termination of this Agreement by Tennessee State Board of Accountancy, and CPE penalty hours or other disciplinary action by the Board may be taken against your license , Notice of such termination may be given to other state boards of accountancy.
APPLICANT SIGNATURE PRINTED/TYPED NAME OF APPLICANT DATE
Mail completed and signed form and required attachments to: Tennessee State Board of Accountancy 500 James Robertson Parkway Nashville, TN 372431141
Rev. 06/04/09 RDA
TIME8:30AM To 12:00PM
10:00AM To 5:00PM
Broadlands A & B Oakleigh A & B Note
12:00-1:50PMInternal School Funds for the Book-
Keeper: Lisa SweeneyPre-Conference Session
Internal School Funds for the Book-Keeper: Lisa Sweeney
ADA and Analyzing Direct Threat Employees: Chris McCarty
Pre-Conference Sessions
Tuesday, November 13, 2018
1:50-2:10PM
2:10-4:00PM
6:30-9:00PMSponsored by: American Fidelity, Horace Mann and
Next Generation Underwriters
Beverage Snack Break Sponsored by: Benefit Planning Advisors and Cigna
TASBO Board of Directors Meeting Cambridge A.
Conference Registration at Registration Desk- Lobby.
Welcome Reception & Dinner- Mirabella Grand Ballroom
TIME
6:30-9:30AM
7:30AM-5:00PM
8:30- 10:30AM
Starting Promptly
10:30-10:45AM
10:45- 11:30AM
11:30AM- 1:15PM
Vendor Session1:30-2:00pm
Professional
Development
2:10-3:00PM
3:00-3:20PM
Professional
Development
3:20-4:10PM
Student Transportation: Dr. Tammy Knipp
Wednesday, November 14, 2018
Statewide Contracts Part II:
TN Central Procurement Office
Conflict Resolution: Sandi Halliwell (SASBO)
Fringes & Tax consequence Ashley
Trotto, Esq.
Debt Financing for City, County, and
Metropolitan School Systems: Office of
State and Local Finance of the
Comptroller of the Treasury
FMLA: Chris McCarty
Beverage Break- Sponsored by: Kelly Educational Staffing and TRA
Fiduciary duties for 125 and tax deferral plans:
Ashley Trotto, Esq.
Debt Financing for City, County, and
Metropolitan School Systems: Office of
State and Local Finance of the
Comptroller of the Treasury
Employee Files- beyond the W-4: Rebecca Owen
Leadership: Denise Ryan (Our Keynote
Speaker)
Statewide Contracts Part I:
TN Central Procurement Office
Broadlands A&B
RISO Allovue Next Generation Underwriters
PESG Public Risk Insurors TBA
Cambridge B
Student Transportation: Dr. Tammy Knipp
Oakleigh A Oakleigh B Oakleigh C Cambridge A
James D. McCullough Distinguished Service Award Past Recipients
Speaker: TBA
Sponsored by: Public Risk Insurors and PESG
Breakfast Provided by Embassy Suites for Registered GuestsConference Registration at Registration Desk- Lobby
Opening Session- Mirabella Grand Ballroom:Welcome- Lisa Higgs, President
National Anthem- Ellen Lipe Oakland High School JROTC
Keynote Speaker: Denise RyanBeverage Break
Sponsored by: Schneider Electric and SodexoState Financial Updates: Maryanne Durski- Mirabella Grand Ballroom
Recognition Luncheon- Mirabella Grand Ballroom:Charter Members & Past Presidents
TIME
6:30-9:30AM
8:00-11:00AM
Professional Development
8:30-9:20
Professional Development
9:30-10:20AM
Vendor Session10:30-11:00AM
11:00AM- 12:50PM
Professional GASB 75 for OPEB:
DevelopmentJohn Sutton, Pugh
CPA’s1:00-1:50PM
ProfessionalQ & A- Pensions and
OPEB:
DevelopmentJohn Sutton, Pugh
CPA’s2:00-2:50PM
2:50-3:10PM
ProfessionalEverything Federal Programs IDEA &
ESSA-
Development Q & A Session: Your
Federal Program Staff
3:10-4:00PM
6:30PM Until?
Thursday, November 15, 2018
Lady and the TrampGames and Fun for ALL!
Sponsored By: ABM, ESS, Five Points, RISO and USAble Life
Everything TCRS-
Q & A Session: Your TCRS Staff
Beverage Break Sponsored by: ENA, ESD & ValueTeachers
What are your true colors- an examination
of self and others to achieve effective
collaboration: Sandi Halliwell (SASBO)
School Nutrition Updates- what Finance needs to
know: SNP Staff
Employee Files- beyond the W-4: Rebecca Owens
TASBO DINNER IN THE MIRABELLA BALLROOM
Supplement and NOT supplant: Eve Carney
Student Activity Funds: David Huss
Everything 403B and 457: Marco Campa, National
Life Group
TCRS- Online Retirement and Employer Reporting:
Retire Ready Staff
Purchasing with CTAS: CTAS Staff
Supplement and NOT supplant: Eve Carney
School Support Organizations: David
Huss
School Nutrition Updates- what Finance needs to
know: SNP Staff
TCRS- Online Retirement and Employer Reporting:
Retire Ready Staff
IDEA update- significant
disproportionality: Rachel Wilkinson
Lunch with Vendors- Mirabella Grand Ballroom:
James D. McCullough Distinguished Service Award
TASBO Conference 2019- Scott Rhea, President Elect
Sponsor Recognition- Joe Anderson
Vendor Door Prizes
ABM
Federal Programs update: George Amin
& Tracey Hawk
Legislative Updates: Chuck Cagle
Legal Issues for LEA’s: “Employment Law from the Trenches” PSC, Legal
Everything 403B and 457: Marco Campa, National
Life Group
State Health Insurance for LEA’s:Laurie Lee
GASB 68 & 84 DB & DC Pension Plans: John Sutton, Pugh CPA’s
Five Points USAble Life ESS Horace Mann American Fidelity
Breakfast Provided by Embassy Suites for Registered GuestsConference Registration & Visit with Vendors
Oakleigh A Oakleigh B Oakleigh C Cambridge A Cambridge B Broadlands A&B
IDEA Updates: Kathi Rowe, Brett Printz,
Terry Wallis
Purchasing with CTAS: CTAS Staff
Legal Issues for LEA’s: “Employment Law from the Trenches” PSC, Legal
Everything 403B and 457: Marco Campa, National
Life Group
State Health Insurance for LEA’s:Laurie Lee
TIME
6:30-9:30AM
Closing Speaker: Inky Johnson
9:00-10:45AM
Sponsored by: Allovue, Intelligent Automation Tennessee, Skyward, The Tennessee Credit Union and
VALIC
Closing Business Session & Door Prizes10:45-11:30
Breakfast Provided by Embassy Suites for Registered Guests
Friday, November 16
OAKLEIGH A,B, & C
Conference AV Production Services Sponsored by: ATA, American Facilities Services, Aramark, Concord Insurance, ParCou, Regions Bank, School Outfitters, SKB Facilities & Maintenance, Spur, TSA Consulting Group, Fleming Architects, and Renaisance Group.
TASBO 2018 CONFERENCEBREAKOUT INTEREST SESSIONS
Leadership- Denise RyanMore from our keynote speaker- Leadership session for our members to improve and/or emphasize/examine the function of leadership.
Statewide Contracts Part I & II- TN Central Procurement OfficeLearn more at this session about how the TN CPO can help us with our purchasing needs.
Fringes and Tax consequences- Ashley Trotto, Esq.Employee fringes and tax consequences- gifts, cash, gift cards, gift certificates, life insurance, etc. How to structure such fringes.
Debt Financing for City, County, and Metropolitan School Systems: Ron Queen & Steve Osborne, Financial AnalystsWhat Tennessee School Business Officers need to know about financing for school capital projects. Learn about different financing tools and how to stay compliant with state laws.
Fiduciary duties- Ashley Trotto, Esq.Understand the employer responsibility when offering Section 125 plan and other tax deferral plans. Stay current and compliant.
Student Transportation Department- Dr. Tammy KnippUnderstanding the current requirements surrounding student transportation. A "big picture" presentation to assist our understanding and fiscal input.
FMLA - Chris McCartyAll of us want to be up-to-date on the latest in compliance with FMLA. This session will help us do just that.
Conflict Resolution- Sandi Halliwell, SASBO Executive Director
Add some "Strategies to Improve Your Ability to Resolve Conflict in the
Beyond the W-4- Rebecca OwensLearn from our own Rebecca Owens. Her legal, HR, and Finance experience will help you build an employee file that is complete and compliant.
IDEA Updates - Kathi Rowe, Brett Printz, & Terry WallisAttend this session to learn about IDEA updates on funding, monitoring, reporting, etc.
Purchasing Updates- CTAS StaffJoin the technical assistance experts for a purchasing requirement update- best practice and compliance.
Current Legal Issues for LEA's - Purcell, Sellers & Craig“Employment Law from the Trenches .” The firm will walk attendees through actual employment cases they are currently litigating or have recently litigated on behalf of schools across the state of Tennessee. In so doing, the firm will touch on a number of topics that spawn litigation against school systems such as the ADA/ADEA/FMLA/Title VII/Title IX/Section 1983/FLSA and many
Everything 403B & 457- Marco Campa, National Group LifeHow to explain what a 403b and 457 plan is to your employees. Learn about the options offered to employees.
State Health Insurance for Local Education Agencies - Laurie LeeThis session will help us as we go back to our districts and manage the health insurance needs of our employees.
Federal Programs Update - George Amin & Tracey HawkThis session will give attendees the tools that are needed to support the implementation of federal programs in their district.
Legislative Update - Chuck CagleLearn about possible bills that could be moving thru our state legislature in its next session and the impact such would have on our job duties.
GASB 68 & 84: Pension Plans- John Sutton, Pugh, CPA'sUpdates to Defined Benefit and Defined Contribution Plan disclosures- CAFR presentation and fiscal affect to LEA's
Supplement and NOT Supplant- Eve CarneySupplement your current understanding to effectively utilize funds; planning with "NOT Supplant" in mind.
Student Activity Funds - David HussIncrease your working knowledge of what is expected when anyone in your school collects funds.
Federal Programs Update- Rachel WilkinsonWhat is significant disproportionality and how does it affect you?
TCRS Retire ReadyTN - Your Retire Ready StaffCome to this session and interact with representatives from TCRS and get updates on Concord and other issues. Focus on online reporting & retirement.
GASB 75: OPEB- John Sutton, Pugh, CPA'sUpdates OPEB disclosures- CAFR presentation and fiscal affect to LEA's
School Support Organizations - David HussReview SSO law, requirements, and procedures in this informative session.
School Nutrition Updates - State SNP Staff
What every financial manager needs to know about School Nutrition Program; working with your SNP Supervisor to understand the requirements that have a fiscal impact.
GASB 68, 84 & 75: Q & A Session with John Sutton, Pugh, CPA'sNeed a little extra time to ask some questions or learn from others questions? Join this class for Q & A session surrounding Pension Plan and OPEB
Everything Federal Programs:Q & A session with your Federal Program Staff
Conflict Resolution- Sandi Halliwell, SASBO Executive DirectorEffective collaboration through self reflection and understanding others.
Everything TCRS- Your TCRS staffQ & A session with TCRS
Time Activity LocationTuesday, November 13, 2018
8:30 A.M. - 12:00 P.M. Board of Directors Meeting and Lunch Cambridge A10:00 A.M. - 5:00 P.M. Conference Registration Registration Desk Conference Center 12:00 P.M. - 4:00 P.M. Pre-Conference Workshop - Internal School Funds for the Bookkeeper Broadlands A&B 1:50 P.M. - 2:10 P.M. Snack / Beverage Break 2:10 P.M. - 4:00 P.M. Pre-Conference Workshop - ADA & Analyzing Direct Threat Employees Oakleigh A&B6:30 P.M. - 9:00 P.M. Welcome Reception - Dinner & Entertainment & Visit with the Vendors Mirabella Grand Ballroom
Wednesday, November 14, 2018 6:30 A.M. - 9:30 A.M. Breakfast / Embassy Suite Guests Embassy Suites Dining Areas7:30 A.M. - 5:00 P.M. Conference Registration Registration Desk Conference Center
8:30 A.M. - 10:30 A.M. Opening Session - Keynote Speaker: Denise Ryan Mirabella Grand Ballroom10:30 A.M. - 10:45 A.M. Beverage Break 10:45 A.M. - 11:30 A.M. State Financial Update - Maryanne Durski Mirabella Grand Ballroom
11:30A.M. - 1:15 P.M. Recognition Luncheon Mirabella Grand Ballroom 1:30 P.M. - 3:00 P.M. Visit with Vendors - Diamond Sponsors & Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
3:00 P.M. - 3:20 P.M. Beverage Break3:20 P.M. - 4:10 P.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
Visit with the Vendors - Vendors to be available 1:00 P.M.-4:00 P.M. Mirabella Grand BallroomEnjoy Murfreesboro, Tennessee
Thursday, November 15, 2018 6:30 A.M. - 9:30 A.M. Breakfast / Embassy Suite Guests Embassy Suites Dining Areas 8:00 A.M. - 11:00 A.M. Conference Registration & Visit with our Vendors Registration Desk Conference Center 8:30 A.M. - 9:20 A.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
9:30 A.M. - 10:20 A.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
10:30 A.M. - 11:00 A.M. Visit with Vendors - Diamond Sponsors Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
10:30 A.M. - 11:00 A.M. Visit with Vendors Mirabella Grand Ballroom 11:00 A.M. - 12:50 P.M. Lunch with Vendors, Sponsor Recognition and Vendor Door Prizes Mirabella Grand Ballroom 1:00 P.M. - 1:50 P.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
2:00 P.M. - 2:50 P.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
2:50 P.M. - 3:10 P.M. Beverage Break
3:10 P.M. - 4:00 P.M. Breakout Interest Sessions Oakleigh A,B,C & Cambridge A,B & Broadlands A&B
6:30 P.M. - until "TASBO" Dinner & Entertainment - Costume Contest & Door Prizes Mirabella Grand Ballroom
Friday, November 16, 2018 6:30 A.M. - 9:30 A.M. Breakfast / Embassy Suite Guests Embassy Suites Dining Areas 9:00 A.M. - 10:45 A.M. Closing Session - Keynote Speaker: Inquoris "Inky" Johnson Oakleigh A,B,C10:45 A.M. - 11:30 A.M. Closing Business Session / Door Prizes Oakleigh A,B,C
TASBO 2018 CONFERENCE & EXHIBITSEmbassy Suites / Murfreesboro, Tennessee
"The Magic of School Business"
TASBO 2018 CONFERENCE MENUS
Tuesday Evening Welcome Dinner• Caesar Salad• Pasta Salad
• Supreme Pizza• Pepperoni Pizza
• Cheese Pizza• Veggie Pizza
• Chef's Choice of Chicken Pizza• Gluten Free Pizza• Soft Bread Sticks• Dessert Display
Wednesday Recognition Luncheon• Mixed Garden Salad w/Chef's Dressing
• Pasta Salad & Fruit Salad• Broccoli Cheese Soup
• Deli Meats, Chicken Salad, & Tuna Salad w/Cheese & Veggies• Assorted Breads and Rolls• Chef's Selection of Dessert
Thursday Luncheon with the Vendors• Black Bean, Corn & Scallion Salad
• Fire Roasted Green Chili Jicama Slaw• Southwestern Potato Salad w/Avacodo Aioli• Totilla chips w/Pico de Gallo & Guacamole
• Chicken & Beef Fajitas w/Peppers & Onions• Shredded Montery Jack Cheese, Tomatoes, Sour Crème & Lettuce
• Spanish Rice & Refried Beans• Tes Leches Cake, Vanilla Flan, & Warm Churros
Thursday Evening Celebration Dinner• Traditional Ceasar Salad
• Roasted Broccolini, Rimini, Shallot, Heirloom Tomato Salad• Antipasto Display w/Pickled & Brined Vegetables & Grilled Marinated
Vegetables • Assorted Dips & Spreads w/ Parmesan Fry Bread
• Buttered Spaghetti Noodles w/San Marzano Tomato Sauce & Classic Meatballs
• Chicken & Spinach Cannelloni w/ Fire Roasted Pomodoro Sauce• Penne Pasta w/Roasted Citrus Shrimp
• Sauteed Green Beans w/Almonds • Tuscan Style Vegetable Medley
• Toasted Garlic Bread/Asiago Ciabatta • Chocolate Torte, Mini Cannoli's, Tiramisu, Lemon Cello Cake, Italian
Cookies
DOUBLEDIAMONDSPONSORS:
ABMABMchampionscostcontrolsandsustainabilityforK-12schools,rescuingoperationaldollarsfrominefficiencyandempoweringdistrictleaderstosupportandimprovelearningenvironments.Throughcustodialservices,groundsmanagement,athleticfields,electricalandHVACmaintenance,energysavingsperformancecontracting,andmore,ABMhelpsK-12schoolsovercomefunding,staffing,andinfrastructuredilemmassotheycanfocustheirbudgetsandeffortsonstudentachievement.Learnmoreatabm.com/K-12.
ESSESSisasubstituteandpermanentemployeemanagementcompanythatfocusesexclusivelyontheK-12market.Thecompanyperformseveryfunctionrelatedtotheseemployeesfromrecruitingandhiringtotrainingandschedulingthroughtodiscipliningandprovidingfullpayrollrelatedservices.Toattractandretainthesestaff,ESSprovidesnumerousbenefitsandincentivesincludingweeklypay,recognitionevents,andaccesstohealthandmanyotherbenefits.ESSisuniquetothemarketinmanywaysduetoitsinvestmentsinthecommunitiesitservesincludingthelocaldistrictsthemselvestocommunity-specific events like walk-a-thons, other fund raisers, holiday events, and more.
DIAMONDSPONSORS:
AllovueAllovueiscurrentlyworkingwithdistrictsacross15statestobudgetandmanageover$20Bineducationspending.Allovue'ssoftwareplatform,Balance ,integratesseamlesslywithdistricts’existingaccountingsystemsandotherdatasystemstohelpeducatorsbudget,manage,andevaluatespending.Allovuealsoprovidessupplementalservices,includingfundingequityanalysis,diagnosticsurveys,financialmanagementtraining.
AmericanFidelityAmerican Fidelity offers benefit strategies to help empower you to make benefits decisions that help both your organization and your employees. Our goal is to act as an extension of your human resources department by educating, enrolling, and supporting the development of competitive employee benefits packages—all while ensuring seamless administration and employee satisfaction. Our supplemental employee benefits and wide range of products and administrative services allow us to become a one-stop-shop for your benefits needs. This helps simplify your administration and benefits management, and allows us to be your true strategic partner. We hire and train account managers and benefits strategists capable of educating you and your employees about benefits, executing your annual enrollment, and providing strategic benefits plan recommendations.
FivePointsFivePointsBenefitsSolutionsiscommittedtohelpingschools,governmentsandprivateemployersgetmoreandgivelesswhenitcomestomanagingemployeebenefits.Weofferinsurance,retirementandwellnesssolutionsaswellasonlineenrollment,benefitsadministration,ACA,Section125,HSAandFSAservicespartneredwithHRandbenefitstechnology.It’salldesignedtosaveyoumoney,reduceworkloadandultimatelyimproveyourbenefitsprogram.
HoraceMannHoraceMann,aninsurancecompanyFoundedbyEducatorsforEducators ® ,partnerswithschoolstoofferschoolpayrollslotsforautoandlifeinsuranceand403(b)annuitiesasaconvenientbenefitfortheiremployees.
NextGenerationUnderwriters:NGURiskManagementservesastheprogramadministratorfortheTennesseeRiskManagementTrustprogramsofinsurance(TNRMT),coveringpublicentitiesfortheirgeneralliability,property,casualtyandotherinsuranceandriskmanagementneeds.NGUprovidesadirectaccessorAgencyPartnershipwithTennessee’smostadvancedinsurancepoolprogram.NGUprovidesmarketing,underwriting,andriskmanagementservicesfortheTNRMTinadditiontoservingabroaderarrayofriskmanagementneedstopublicentitiessuchaslocalgovernments,publicschools,andutilitydistricts,acrossthestateofTennessee.
PESGPESG is a leading national provider of staffing and service solutions for educational markets. Whether you need top-notch substitute staffing, world-class facilities management, or other specialty educational services, PESG has the people, processes, and programs in place to help.
PublicRiskInsurorsPublicRiskInsurorsisanindependentinsuranceagencythatspecializesinprovidingcommercialproperty,liability,studentaccident,andworkerscompensationinsuranceproductstoschooldistricts,cities,towns,counties,andmunicipalitiesacrossthestate.Accordingtorecentinsurancebidsinvolvingpublicschooldistricts,PublicRiskInsurorsprovidesbroadercoverageforupto35%lessthangovernmentalpoolsincludingcoveragesolutionsforthenewWorkBasedLearninglegislation.Inpartnershipwithourcommercialinsurancecarriers,ourclientshaveadvisedthattheriskmanagementassistance,claimsservice,andoncampustrainingthattheyreceiveisbyfarsuperiortoanythingtheyhaveexperiencedinthepast.
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HISTORY OF TASBO
In 1965, John Freeman, Assistant Superintendent for Business Affairs, BobDavis, Director of Accounting, and Pat Wills, Director of Purchasing andWarehousing, all from Memphis City Schools, attended the ASBO Conference in Minneapolis, Minnesota.
During that conference, the three of them met with John McCullough, Assistant Superintendent for Business Affairs for the Chattanooga School System and discussed the feasibility of forming a state organization. The original idea was that a state organization would be of benefit to all school business personnel in the state, so that additional resources could be made available. They all considered it a good idea.
In 1966, at the Tennessee Superintendent's Conference in Gatlinburg, twenty two business officials met at the Mountain View Hotel and put together the details of the organization, which would become known as theTennessee Association of School Business Officials (TASBO).
The next year, 1967, the first annual convention of TASBO was held at theHoliday Inn in Columbia, Tennessee with the following officers:
James D. McCullough, PresidentJohn P. Freeman, President ElectRandell L. Jewell, Sec./TreasurerRobert E. Davis, Director (1 year)John K. Butler, Director (2 years)James Colmey, Director (3 years)
The first three conferences were held in Columbia, Jackson, and Cleveland,In 1969, the membership voted at the Cleveland conference to start rotatingbetween the large cities of Knoxville (East TN), Nashville (Middle TN), andMemphis (West TN). This was done until 1977, when Chattanooga wasadded to the rotation. This rotation was continued until the conference moved to Murfreesboro in 2011 where it is still currently held each year in November.
The TASBO Distinguished Service Award was added at the 1970conference in Nashville. Commissioner J. Howard Warf received the first award and it has been presented each year since. In 2010, the awardname was changed to honor the First President of TASBO and is knowtoday as the James D. McCullough Distinguished Service Award. Theconference has grown to attract approximately 300 school business officialsfrom across Tennessee and includes 50 to 60 exhibitors each year.
TASBO CHARTER MEMBERS
Zach T. BoydAlvin H. BrownJohn K. Butler
Charles C. CollinsJames M. ColmeyC.M. DoughertyRobert E. DavisThomas C. ElliotJohn P. FreemanKimble GoodenA.C. Hutson Jr.
Randell L. JewellVictor M. Johnson
James McCulloughH. Claude MooreDelbert S. Nowell
Andy SmithDon R. Thomsen
T.B. WebbJames P. Whitlock
Pat Wills
History contributed by:Pat Wills and Weldon Heath
1966 - 1967 James McCullough Columbia1967 - 1968 John Freeman * Cleveland1968 - 1969 Billy Evans Jackson1969 -1970 Delbert Nowell * Nashville1970 - 1971 Claude Wright * Knoxville1971 - 1972 W. L. Harvey * Memphis1972 - 1973 Thomas McAnulty* Nashville1973 - 1974 C. M. Dougherty * Knoxville1974 - 1975 E. Ray Holt * Memphis1975 - 1976 Robert Morgan Nashville1976 - 1977 William Neblette Chattanooga1977 - 1978 Michael Pentecost * Memphis1978 - 1979 Willie Osborne * Knoxville1979 - 1980 Doug Weiland Nashville1980 - 1981 Gary W. Land Chattanooga1981 - 1982 J. Richard Walker * Memphis1982 - 1983 George Whedbee Knoxville1983 - 1984 John Younger Nashville1984 - 1985 Jack Conner * Chattanooga1985 - 1986 Marilyn Harrison Memphis1986 - 1987 Jerry Wise * Knoxville1987 - 1988 Edward Taylor Nashville1988 - 1989 Robert Smith Chattanooga1989 - 1990 J. Harold Waldon Memphis1990 - 1991 Pat Noland Gatlinburg1991 - 1992 Ray Woodal Nashville1992 - 1993 John E. Meeks * Memphis1993 - 1994 Roger Underwood Knoxville1994 - 1995 Edith P. Jordan Nashville1995 - 1996 Leon Rash Chattanooga1996 - 1997 Ernest Carter Memphis1997 - 1998 Dennis Hirsch Knoxville1998 - 1999 Faye Elam Nashville1999 - 2000 Richard Hummel Chattanooga2000 - 2001 Phillip Jackson Memphis2001 - 2002 Bobbie Davis Knoxville2002 - 2003 Chris Henson Franklin2003 - 2004 Christie Jordan Chattanooga2004 - 2005 Joe Anderson Memphis2005 - 2006 Diane Frank Pigeon Forge2006 - 2007 Maryanne Durski Nashville2007 - 2008 Ron Woody Chattanooga2008 - 2009 Joe Anderson Memphis2009 - 2010 Jeanie Mowery Sevierville2010 - 2011 Colette Arnold Chaffin Murfreesboro2011 - 2012 Donnie Cardwell Murfreesboro2012 - 2013 Pam Jones Murfreesboro2013 - 2014 Becky Adams Murfreesboro2014 - 2015 Jeff Sandvig Murfreesboro2015 - 2016 Traci Bryant Murfreesboro2016 - 2017 Anita Hays Murfreesboro
*Deceased
TASBOPAST PRESIDENTS & CONFERENCE SITES
1970 J. Howard Warf State Department1971 James McCullough Chattanooga City1972 Andy C. Hutson Knoxville City1973 T. B. Webb State Department1974 Mildred Doyle Knox County1975 John P. Freeman Memphis City1976 Claude Wright State Department1977 Delbert Nowell Metro Nashville1978 E. Ray Holt Memphis City1979 Joel Shore State Department1980 Pat Wills Memphis City1981 Thomas McAnuity CTAS1982 Weldon Heath State Department1983 William Neblette Chattanooga City1984 Douglas Weiland Clarksville-Montgomery1985 George Whedbee Knox County1986 J. Richard Walker Memphis City1987 Millie Davis State Department1988 John Younger Metro Nashville1989 Walton Peace State Department1990 Paul Ackerman State Department1991 Edward M. Taylor Metro Nashville1992 Robert Smith Hamilton County1993 Ernest Farmer State Department1994 Martin Wright Sullivan County
JAMES D. McCULLOUGHDISTINGUISHED SERVICE AWARDS
JAMES D. McCULLOUGHDISTINGUISHED SERVICE AWARDS
1995 John Meeks Shelby County1996 Harold Waldon Shelby County1997 Norman Jones Memphis City1998 Diane Griffin Sullivan County1999 Dennis Hirsch Memphis City2000 Bob Lassiter Memphis City2001 Joann Duggan Hamilton County2002 Roger Underwood Knox County2003 Jim Jones State Department2004 Leon Rash Hamilton County2005 Bobby Palmer State Department2006 David Huss Obion County2007 Sarah Moody Sullivan County2008 Donnie Cardwell Metro Nashville2009 Joe Anderson Shelby County2010 Chris Henson Metro Nashville2011 Maryanne Durski State Department2012 Colette Arnold Chaffin Manchester City2013 Jeanie Mowery Lenoir City2014 Karen King Sevier County 2015 Tom Rutledge Manchester City2016 Jodie Curtis Hardin County2016 Dot Runyon Meigs County2017 Jeff Sandvig Rutherford County
JAMES D. McCULLOUGHDISTINGUISHED SERVICE AWARDS
The James D. McCullough Distinguish Service Award recognizes members who have provided exemplary service to TASBO. The award is named for the first President of TASBO, James D. McCullough, whose
leadership and vision were instrumental in the establishment of our organization. The TASBO board awards it annually.
