President`s Message - Indiana Association of School Business Officials

Transcription

President`s Message - Indiana Association of School Business Officials
President’s Message
Inter-Com
Indiana Association of School Business Officials
Vol. XXXXVIII No. 8
June 2015
Office of Executive Director
One N. Capitol, Suite 1215
Indianapolis, IN 46204
(317) 639-3586 x106
FAX (317) 639-4360
E-mail: dcosterison@indiana-asbo.org
www.indiana-asbo.org
June! Another school year come and gone.
And while that school year calendar doesn’t always relate to what we as business officials do
every day, it is the reason why we do it. When
we were in school, we might have known the
name of the superintendent, but I can certainly
say that I didn’t even know that there was a
business manager, let alone know that person’s
name. And now that I am that person, it’s OK
that no student knows my name. It’s actually
sort of a point of pride. If we as business officials do our jobs well, then that means that our
schools are running smoothly and our students
Janet Gruwell,
aren’t distracted from their learning. (At least
IASBO President
not by us!)
Working in the district business office, I must admit that I am fairly envious of those who do follow the school calendar. They get a true break. I
know teachers still do work over the summer, but not in the same routine
as during the school year. And not with the same people. Don’t get me
wrong, I love the people I work with, but I also love a break from them.
And I am sure that they feel the same towards me! And school year employees get a sense of a fresh start each August. I really think that is what
I envy most. Put things away in June, feed your body, mind, and soul for
eight weeks, and start fresh again in August. A new beginning each year.
But back to June. It is the end of the school year, but it is also the start
of summer. I love it. First, there is bike riding. There is an ice cream
stand in Goshen called the Chief. That’s about a fifteen mile round trip
from my house. I get some exercise and the best ice cream in Indiana.
(Seriously – it is the best – https://visitindiana.com/best-of-indiana/youcontinued on page 2
Articles of Interest . . .
President’s Message................................... 1-2
New Silver Sponsor .......................................2
From Denny’s Desk........................................4
IASBO Leadership Academy ................... 5-8
Legislative Changes............................... 10-12
Excerpts from Legal Educator.............. 13-15
President’s Award Recipients .....................17
IASBO New Members ................................18
Patty Bond Memorial Scholarship ............18
Business Associates................................ 19-23
IASBO Sponsors ........................................23
• PERFORMANCE SERVICES
Platinum
• AMERICAN FIDELITY ASSURANCE COMPANY
Sponsors
• DEEM Mechanical & Electrical
• Ice Miller
Mission
Statement
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.
IASBO InterCom June 2015 - 1
President’s Message . . . continued from page 1
ten-favorites/6-ice-cream-shop) Or a ride on the Pumpkinvine Trail.
Twenty plus miles of trail through Amish farms and quiet woods.
Next, there’s heading to Lake Michigan. I grew up begging my mom
to drive us up to Warren Dunes for the day (ever climb a 260 foot sand
dune? Or better yet, ever
run down one?) Beautiful sand and waves just
meant to be jumped in.
A walk along the pier in
St. Joseph. Watching the
sunset over the water.
And then, there is my
back porch. I watch the
birds in the bird bath or
the hummingbirds at the
feeder. And I try to keep
a few flowers blooming through the heat. And I just sit and do a crossword puzzle and soak up the sun or the stars and the feel of summer.
So, now that I think about it, I guess I get a fresh start too. Each of
these things that I love help to renew me and keep me plugging away at
the office. I don’t get eight week breaks, but I do get a chance to feed
my body, mind, and soul in short, delightful bursts. Oh, and speaking of
delightful bursts - I also get to feed my stomach with blueberries – lots
and lots of fresh blueberries.
I know that summer can be the busiest time for we twelve-monthers.
But if you can take just a little time to do the things that refresh and renew your spirit, it can do wonders. We can be ready for that new school
year and start fresh for all those hundreds or thousands of two-legged
reasons why we do what we do for public education.
This is my final Intercom article. Thanks to my husband, Mark, for
being my proofreader all year. It’s been fun, but I’m happy to pass the
torch (or the keyboard as it were) on to Joe Licata. Thanks to all for the
support that I’ve felt this year. Thanks to IASBO for being the fantastic
organization that all of you have made it.
Janet Gruwell,
IASBO President
CHURCH CHURCH HITTLE & ANTRIM
NEW SILVER SPONSOR
Indiana ASBO is very pleased to announce that the law firm of Church
Church Hittle & Antrim is the newest IASBO Silver Sponsor. IASBO
thanks them for their support of the association as they join 17 other Silver Sponsors. The support of all of our Sponsors is greatly appreciated.
The complete list of all Sponsors can be viewed on page 23 of this edition
of the InterCom.
2 - IASBO InterCom June 2015
Visit
Indiana ASBO
at
www.indiana-asbo.org
IASBO OFFICERS AND
BOARD OF DIRECTORS 2014-2015
President Janet Gruwell, Concord
President-Elect Joe Licata, MSD of Washington Twp.
Vice President Weedie Smith, Decatur County
Treasurer Ted Zembala, Hobart
Regional Directors
Terms Ends June, 2015
Kevin Scott, Warsaw
Scott Bowling, Crawfordsville
Jennifer McCormick, Yorktown Jud Wolfe, Plainfield
Amber Fields, Jennings County
Term Ends June, 2014
Kelley Kitchen, New Prairie
Monte VanGessel, Steuben County
Stanley Hall, Peru
Carla Gambill, Linton-Stockton
Rick Allen, Southeast Dubois
Past President Steve Sonntag, Clark-Pleasant
Exhibitor Representatives
Tim Thoman,
Performances Services
Mike Galliher,
Boyce Forms/Komputrol
Member Services Administrator
Ella Adamson
Director of Professional Development
Felisia O’Bold
Executive Director
Dennis Costerison, RSBO
Office of Executive Director
One North Capitol, Suite 1215
Indianapolis, Indiana 46204
(317) 639-3586 FAX: (317) 639-4360
E-mail: dcosterison@indiana-asbo.org
www.indiana-asbo.org
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IASBO InterCom June 2015 - 3
Clark-Pleasant Community School Corporation
from Denny’s Desk the
on June 30 to work in the consulting world here in the
Dennis Costerison,
IASBO Executive Director
With the change to balanced calendars or modified balanced calendars, the time school business officials have to get ready for a new school year continues to shrink. Remember the days when you had
three full months to get your buildings ready and
secure all of the new hires for the new school year?
That time has been reduced to 10 weeks in order to
get everything up to speed for the next time students
walk in your school buildings. I am amazed at how
school business officials adapt to new timelines
and still get the job done. You are all very remarkable folks in the various tasks you perform. And,
the ones who benefit are the students you serve and
the faculty you work with. I really don’t think the
school business office gets enough credit for all of
their efforts once school lets out. And, of course,
there is that pesky budget that you have to prepare,
too. From me, thanks for all that you do year round,
but specifically in the shorten summer time periods.
As we have reported earlier, the General Assembly has funded the Indiana School Business Officials Leadership Academy once more. I say once
more because the original Academy was held with
state funding back in 2007-08. The General Assembly deleted the appropriation for the Academy
plus numerous other programs in 2009 because of
the “Great Recession”. IASBO was able to continue the Academy in 2009 with some sponsorship
help, but could not sustain the quality of the program without the state funding. We have emailed
information on the Academy including the application form to all IASBO members. The information
is also included in this addition of the InterCom.
Please contact me if you have any questions regarding the Academy.
As we get to June every year, there is a passing of
the guard on the IASBO Board of Directors. IASBO officers’ terms of office are on a fiscal year basis. So, each July 1 we have the current Past President leave the Board. I want to thank Steve Sonntag
for his service to the association. He has done a
terrific job of leading the association as President
and being a strong leader his five years as an officer. Many of you know that Steve will be leaving
4 - IASBO InterCom June 2015
state. Steve, best of luck in your future endeavors and
thanks for all you have done for Indiana ASBO.
In my role as the IASBO Executive Director, I have
the great privilege to get to know members of the
Board of Directors on a personal basis. The officers
and I have the great opportunity to travel to ASBO International and state-wide meetings. You get to know
their families and share so much that is outside of the
school business management world. It’s always hard
to see one of these friends retire. For me, I will miss
seeing Kim Fox at the next IASBO function. As a
Past President of IASBO, we have had many great
experiences and fun on the various ASBO trips. For
the past several years, Kim has been on the IASBO
Board as the Chair of the Constitution & By-Laws
Committee so we had the opportunity to talk about
kids and grandkids at those meeting. She has been
a true leader of this association. Kim, you and Mark
enjoy your retirement and I know our paths will cross
again soon.
Indiana ASBO has had a terrific year. Our voice
was heard in the General Assembly on numerous
issues and we were able to get the funding for the
Leadership Academy. We have had a another great
year of professional development with our seminars
and certification courses. Felisia has done a super
job handling many of the professional development
chores in her first year with IASBO. Our membership continues to grow and IASBO’s foot print can be
found all across the state. Ella continues to do a tremendous job for me and the membership. Her efforts
are always to assist the school business management
community. We all enjoy what we do and we look
forward to another super year when for professional
development beginning in September.
I began this article for praising the membership for
doing so much in such a short period of time. Hopefully, you have found time to take some vacation
and R & R for yourselves and your families. Before
we know it, the students will be heading back into
the classroom. And, as we all know, that is why we
make the extra effort every day.
____________
“Take what you find here and
make it better and better.”
Colonel Eli Lilly
INDIANA SCHOOL BUSINESS OFFICIALS
LEADERSHIP ACADEMY
Indiana ASBO is very pleased to announce that the appropriation for the Indiana School Business Officials
Leadership Academy is included in the next Indiana state biennial budget. House Enrolled Act 1001 of 2015 states
that the Department of Education shall distribute the appropriation in the state budget to the Indiana Association
of School Business Officials to create an academy designed to strengthen the management and leadership skills of
practicing school business officials. IASBO has developed the components of the Academy.
The Academy is designed to provide the participants with a wide-range of professional experiences. Fiscal
and school business management issues will be presented, but the emphasis of the Academy will be to build and
enhance leadership skills. These will be “out of the box” presentations to grow the management proficiencies of
the participants. There will be lecture time and interactive activities, plus field trips to expand the Academy experience. The Academy faculty are nationally known speakers who will be coming to Indiana from across the country
to participate.
Indiana ASBO has created an application process that includes the qualifications, application process, Academy
schedule and the Academy curriculum. The following details the essential elements of the Academy application
process.
**Qualifications for Participation**
1. Applicant must be a practicing school business official in Indiana and an IASBO member.
2. Applicant must have a minimum of five (5) years of school business management experience.
3. A superintendent does qualify if they are an IASBO member.
**Participation**
The Academy will be limited to 40 individuals. If more than 40 applications are received,
a selection committee has been formed to review the applications and recommend those
selected for the Academy.
**Academy Schedule**
1. The Academy is a two-year program.
2. There will be four (4) two-day sessions per fiscal year.
3. The program is for a total of 16 days and over 90 hours of instruction.
4. First day timeline: 10:00 a.m. to 9:00 p.m.
5 Second day timeline: 7:30 a.m. to 3:00 p.m.
6. 2015-16 Academy Schedule:
· September 29-30, 2015
· March 8-9, 2016
· November 11-12, 2015
· April 12-13, 2016
**Academy Location**
Indianapolis Marriott North Hotel
3645 River Crossing Parkway, Indianapolis, IN 46240
317-705-0000
IASBO will have a block of rooms reserved for the Academy.
IASBO InterCom June 2015 - 5
INDIANA SCHOOL BUSINESS OFFICIALS
LEADERSHIP ACADEMY
**Academy Curriculum**
Core Program:
1) Leadership; 2) Management Skills; 3) Personal Growth; 4) Executive Communication;
5)Climate and Culture; 6) Fiscal Management.
**Academy Materials**
Each participant will receive the following:
1. A binder to accumulate Academy on-line materials lists, notes and session hand-outs.
2. An Academy portfolio and attache’ bag.
3. At least one leadership book for each day of the Academy.
**Academy Cost**
1. $400 annually paid by employer or individual or combination.
2. $800 commitment for the 2-year program.
3. Once participants are selected, IASBO will bill for the first year.
4. Housing will be paid by the participant.
5. The following meals will be provided each day of the Academy:
Day One – lunch and dinner; Day Two – breakfast and lunch.
Appropriate break items will also be provided.
**Application**
1. The Academy application is attached to this message and can be found on the IASBO website.
2. The application requires an essay on why you should be considered for the Academy.
3. The application contains an endorsement that must be signed by your superintendent or
school board president.
4. The application contains a pledge to attend all meetings that must be signed by the applicant.
5. Applications must be sent by mail or email to the IASBO office to the attention of
Dennis Costerison and postmarked by July 20, 2015.
6. Successful applicants will be notified on or before August 7, 2015.
**Questions**
If you have questions regarding the Academy,
please contact Denny Costerison at 317-639-3585 x106 or
dcosterison@indiana-asbo.org
6 - IASBO InterCom June 2015
2015-16 IASBO SCHOOL BUSINESS OFFICIALS
LEADERSHIP ACADEMY
APPLICATION
1. Applicant Information
Name
_______________________________________________________________________
Title
_______________________________________________________________________
Employer
_______________________________________________________________________
Address
_______________________________________________________________________
City/State/Zip
_______________________________________________________________________
Phone
_______________________________________________________________________
E-Mail
_______________________________________________________________________
2. Qualifications
A. Number of years you have worked in the school business management profession ________________
B. In 200 words or less on a separate sheet of paper, please indicate why you wish to be considered for
the IASBO Leadership Academy. Include how you believe the Academy will make you a more effective
leader.
3. School Business Management Participation
Please indicate your participation in the following school business management activities. (Check all that
apply and complete any applicable related questions.)
________ Indiana ASBO Member
If so, year joined _____________
________ IASBO Certification Program Graduate (includes grandfathered members)
________ IASBO Certification Program Current Participant
________ IASBO Committee/Task Force Member
If so, current _____ or past _____
________ IASBO Annual Meeting Attendance
If yes, how many years? ________
________ Other School Business Management Participations (If so, please list below along with dates.)
_____________________________________________________________________________
_____________________________________________________________________________
continued on page 8
_____________________________________________________________________________
IASBO InterCom June 2015 - 7
4. Superintendent or Board Endorsement
I, ________________________________________ (Name), acting as _____________________________
(Title) of the __________________________________________________________________ (Employer)
4.
Superintendent
orcandidate’s
Board Endorsement
endorse
and support this
application to attend the 2015-16 IASBO School Business Officials
Leadership
Academy. I understand that this will be (Name),
a two year
commitment
with a $400.00 annual fee
I,
________________________________________
acting
as _____________________________
($800.00
total__________________________________________________________________
fee) for the Academy to be paid by the employer or the individual or a combination
thereof.
(Title)
of the
(Employer)
endorse
and support this candidate’s application to attend the ___________________________________
2015-16 IASBO School Business Officials
__________________________________________________
Leadership
with a $400.00 annual fee
Signature Academy. I understand that this will be a two year commitment
Date
($800.00 total fee) for the Academy to be paid by the employer or the individual or a combination thereof.
5. Applicant Pledge
__________________________________________________ ___________________________________
I submit my candidacy to the 2015-16 IASBO School Business Officials Leadership Academy scheduled for
Signature
Date
September 29-30, 2015, November 11-12, 2015, March 8-9, 2016, and April 12-13, 2016. I pledge that,
should I be selected, I will attend all sessions in full, complete the readings and other assigned activities for
5. lessons,
Applicant
Pledge
all
and work
with other participants between sessions.
I submit my candidacy to the 2015-16 IASBO School Business Officials Leadership Academy scheduled for
September
29-30, 2015, November 11-12, 2015, March 8-9, 2016,
and April 12-13, 2016. I pledge that,
__________________________________________________
___________________________________
should
I
be
selected,
I
will
attend
all
sessions
in
full,
complete
the
readings
and other assigned activities for
Signature
Date
all lessons, and work with other participants between sessions.
__________________________________________________ ___________________________________
Signature
Date
Send completed Application and Essay to: dcosterison@indiana-asbo.org Application and essay must
be received before 5:00 p.m. on July 20, 2015 to be considered by the selection committee. Please do
not remit the fee when applying. Indiana ASBO will mail an invoice for each selected participant.
Send completed Application and Essay to: dcosterison@indiana-asbo.org Application and essay must
be received before 5:00 p.m. on July 20, 2015 to be considered by the selection committee. Please do
not remit the fee when applying. Indiana ASBO will mail an invoice for each selected participant.
8 - IASBO InterCom June 2015
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IASBO InterCom June 2015 - 9
continued on page 11
10 - IASBO InterCom June 2015
Legislative Changes . . . continued
continued on page 12
IASBO InterCom June 2015 - 11
Legislative Changes . . . continued
12 - IASBO InterCom June 2015
Excerpts from The ISBA Legal Educator
INDIANA
COURT OF APPEALS DECISIONS
School board may not have provided sufficient
due process to a principal whose administrative
contract was terminated.
Although the principal was given notice of the reasons for the board’s consideration of his termination as
principal and a conference with the school board, the
Court of Appeals concluded the board failed to follow
the statutory procedures for cancellation of the regular teacher’s contract and therefore there were issues
of material fact for a trial court to decide. Hewitt v.
Westfield-Washington School Corporation, 24 N.E.3d
459 (Ind.App. 2014).
After Hewitt, a principal, admitted to engaging in a
consensual, sexual relationship with one of his teachers, the school board sought to cancel his contract as a
principal, but not to terminate his employment with the
school corporation. He was given written notice of the
reasons for the cancellation and the opportunity to have
a conference with the school board. When Hewitt requested the conference, he was advised in writing that
because the board was considering only cancellation of
his administrator contract, there would be no witnesses
or presentation of evidence at the conference. After
the conference, the school board voted to terminate his
principal’s contract and reassigned him to a teaching
position for the remainder of the school year.
Hewitt filed suit, alleging breach of contract and
denial of due process. The trial court granted summary
judgment in favor of the school corporation. Hewitt appealed to the Court of Appeals. At the appellate level,
Hewitt argued the school board breached his contract
by depriving him of a hearing and failing to establish
that his conduct constituted cause for the cancellation
of his employment contract. The court focused on his
claim that he was denied the opportunity for a hearing.
The court noted that Indiana law requires a principal
and school board to sign a regular teacher’s contract
and that the terms of that contract state that “all laws
governing the employment and dismissal of teachers shall be construed to be a part of this contract.”
The court thus concluded that “the statutes governing
the cancellation of teacher contracts – Indiana Code
By Lisa F. Tanselle, Esq.
chapter 20-28-7.5 – are incorporated into Hewitt’s contract.” The court then considered the teacher dismissal
statutes and noted that IC 20-28-7.5-2(g) permits a
teacher to present evidence in a conference with the
school board to refute the reasons for contract cancellation. In this case, since Hewitt was denied the opportunity to present evidence, the appellate court concluded
there were genuine issues of material fact as to whether
the school board failed to afford him the due process
procedures required by statute.
The school board argued that the teacher dismissal
statutes did not apply in this case since Hewitt was a
principal and it was only his contract as principal that
was being terminated. The school noted that there were
no Indiana statutes defining a process for the termination of just the administrator contract and therefore the
continued on page 14
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IASBO InterCom June 2015 - 13
Excerpts from The ISBA Legal Educator
standard for cancelling an administrator contract should
be less demanding than the process school board had
the power to hire and fire principals, that power did not
override the express terms of the principal’s employment contract which required the school board to follow the statutory provisions applicable to teachers.
Concluding that the school board failed to carry the
“onerous burden” of showing there were no genuine
issues of material fact and that the school board was
entitled to a judgment as a matter of law on Hewitt’s
breach of contract and due process claims, the court
remanded the dispute back to the trial court.
Editor’s Note: The school board is seeking transfer of
this case to the Indiana Supreme Court.
______________
TRIAL COURT DECISIONS
Court orders school corporation to transport
nonpublic school students who reside along the
regular bus routes established by the school corporation.
Concluding that Indiana law requires a public school
corporation to provide transportation to nonpublic
school students who reside along the regular route of a
public school bus, the court ordered the school corporation to pick up those students and transport them either
to the nonpublic school or a point on the regular route
that is nearest or most easily accessible to the nonpublic school from which the students can walk. Roman
Catholic Archdiocese of Indianapolis, Inc. v. Metropolitan School District of Lawrence Township, Cause
No. 49D14-1301-PL-3484, Marion Superior Court
(December 30, 2014).
Parents of several nonpublic school students sued
the MSD of Lawrence Township when the school
refused to transport them. The trial court concluded
that IC 20-27-11-1(b) requires the school corporation
to transport nonpublic schools who reside along the
normal school bus routes “to and from the nonpublic
school or to and from the point on the regular route that
is nearest or most easily accessible to the nonpublic
14 - IASBO InterCom June 2015
school from which the student can walk to and from
the nonpublic school.” The court further concluded
that the statute “presents an ‘either/or’ proposition” and
that the school corporation had to choose one of the
options. Thus, the trial court ordered the school corporation to establish its regular routes and bus stops to
accommodate the needs of the public school students.
Further, if there were nonpublic school students who
resided along those routes, the school corporation must
pick up the students and then either transport them to
the nonpublic school or to a point on the regular route
from which the nonpublic school students could safely
walk to their nonpublic schools.
______________
continued on page 15
Excerpts from The ISBA Legal Educator
PUBLIC ACCESS
COUNSELOR DECISIONS
Because the school corporation failed to
provide the audiotape of a school board meeting and improperly requested a copying fee, the
Public Access Counselor determined that the
school corporation violated the Access to Public
Records Act.
Noting that a recording of an open meeting should
not be subject to redactions and that a fee of $75 for
redacting such a tape appeared to be unreasonable, the
Public Access Counselor concluded the school corporation violated the Access to Public Records Act.
Formal Complaint 15-FC-28, Public Access Counselor,
March 5, 2015.
A patron requested the audiotape of the school
board meeting held in December 2014 and a copy of
a consulting firm’s presentation at that meeting. The
school corporation provided some information, but
neither the tape nor the presentation materials. The
patron made a second request and was advised by the
school corporation that the presentation was not given
to the school board and that there was a fee of approximately $75 for the redaction of the audiotape of the
school board meeting. The patron then requested to
listen to the recording and the school again responded
a fee would be charged to listen to the recording. The
patron filed a complaint with the Public Access Counselor (PAC).
The PAC first stated that “a recording of an open
meeting should not be subject to redactions.” Since
anyone has the right to observe and record an open
meeting, “if confidential subject matter is discussed,
it has already been disclosed and loses its confidential
or discretionary status.” Further, the PAC noted that a
governing body does not have to record its meetings.
But, if it does, the recording becomes a public record
that is subject to inspection and copying.
Lastly, the PAC addressed the redaction fee of $75.
He first noted that the school corporation failed to
identify why or how its recording technology was so
limited that it could not reasonably isolate the meeting in question and duplicate it. Secondly, the PAC
indicated that he was familiar with recording technol-
ogy used by public agencies across the state and had
never encountered a system which incurred $75-$100
to generate a copy. In the opinion of the PAC, “by the
tone of WLSC’s response and the amount charged,
one can reasonably infer the fee set to copy a recording of an open board meeting was meant to frustrate
access based upon [the patron’s] history as a repeat
requester.” Thus, the PAC concluded the audiotape
should be provided to the patron without redactions
and the costs of isolating the meeting and/or duplicating the tape should be reexamined.
______________
If you have a questions or would like a copy of any documents referred
to in this article, please contact Lisa Tanselle, Staff Attorney,
Indiana School Boards Association, by phone 317-639-0330, ext. 110
or by email ltanselle@isba-in.org.
IASBO Gold Sponsor . . .
IASBO InterCom June 2015 - 15
IASBO Platinum Sponsor . . .
16 - IASBO InterCom June 2015
Annual Meeting President’s Award Recipients
IASBO President Janet Gruwell selected the school business officials in
Elkart County to receive the “President’s Award” this year.
IASBO Gold Sponsor . . .
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b Sam
Biometric Time Clock
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
IASBO InterCom June 2015 - 17
IASBO New Members
Region 1
Angie Moon
Human Resources
Valparaiso
Region 2
Bradley Carter
Facilities Director
Argos
Robby Goodman
Principal
Middlebury
Region 6
Michael Austin
Supervisor of Facilities
Muncie
Region 9
Ashley DiMarco
Finance Director/IT Coordinator
Signature School
Taylor Hayne
Business Manager
Union
Timothy Grove
Superintendent
South Knox
Deborah Williams
Chief Financial Officer
Muncie
John Hitchcock
Executive Director
Signature School
Andrew Hartley
Assistant Superintendent
Plymouth
Region 8
Janet Dunmyer
Business Services Generalist
Zionsville
Kim Johnson
Administrative Assistant
Baugo
Barry Gardner
Assistant Director of Finance
Brownsburg
Mike Robinson
Superintendent
South Spencer
Tammie Roth
Deputy Treasurer
South Spencer
Daniel Rice
Senior Director of Technology
Elkhart
Region 3
Pam Hawbaker
Grants Clerk
South Adams
Carrie Stidam
Business Manager
Adams Wells Special Services
Cooperative
Region 4
Stephanie Amador
Executive Secretary
Tippecanoe
Karmen Redinbo
Accounts Payable
Tippecanoe
18 - IASBO InterCom June 2015
Denny Costerison with Hannah and Haley Whicker, Patty
Bond’s granddaughters, who received the 2015 Patty Bond
IASBO Memorial Scholarship.
IASBO Business Associate Members
Administrator Assistance
Steven R. Wittenauer
116 W 7th Street
Brookston, IN 47923
(765) 418-5727
stevewittenauer@gmail.com
http://www.administratorassistance.com
We help school corporations solve problems.
AdTec, Inc.
Charlie Hobbs
PO Box 97
Centerville, IN 47330
(765) 855-1612
chobbs@admtec.com
www.admtec.com
Consulting services for E-rate and Capital
Assets inventory.
Alliance Environmental Group, Inc.
Michelle Wilmouth
5340 Commerce Circle, Suite E
Indianapolis, IN 46237
(317) 865-3400
mwilmouth@aegindy.com
http://www.aegindy.com
Excellent professional management staff
providing environmental solutions with
outstanding customer service!
American Fidelity
Assurance Company
Kim Pugliese
8435 Georgetown Rd Ste 1100
Indianapolis IN 46268
(317) 871-2480 x104
Kimberly.Pugliese@AF-group.com
http://www.afadvantage.com
Section 125 administration, dependent audit verification, 403(b), group & voluntary
products.
American Heritage Protective
Service. Inc.
Jason A. Yeggy
5100 W. 127th St.
Alsip IL 60803
(708) 388-7900
jyeggy@ahpservices.com
http://www.ahpservices.com
School and campus comprehensive
security services and consulting/support
staff outsource.
Anthem Blue Cross and Blue Shield
Mark Bullington
220 Virginia Ave.
Indianapolis, IN 46204
(317) 287-5783
mark.bullington@anthem.com
http://www.anthem.com
Innovative health benefit programs focused
on wellness and preventative care.
Armstrong Flooring Products
Neil Mack
6425 Furnas Road
Indianapolis, IN 46221
(317) 800-0680
nymack@armstrong.com
http://www.armstrong.com/commflooringna/
Commercial flooring manufacturer servicing Healthcare, Education, and Retail
market segments.
AXA Equitable
Robert W. Turner
9465 Counselors Row, Ste 120
Indianapolis, IN 46240
(317) 558-3602
robert.turner@axa-advisors.com
http://www.axa-equitable.com
Educating educators on financial matters:
403(b), ROTH, investments, pension,
retirement, life insurance, organizing
personal finances.
Bank of New York Mellon Trust Co., N.A., The
Bob Kocher
300 N. Meridian St., Ste. 910
Indianapolis, IN 46204
(317) 637-7777
Robert.Kocher@bnymellon.com
www.bnycorptrust.com
A leading provider of bond trustee, paying
agent and investment services for school
corporations.
Barnes & Thornburg, LLP
Jeff Qualkinbush
11 S Meridian Street
Indianapolis, IN 46204
(317) 231-7753
jqualkin@btlaw.com
http://www.btlaw.com
Providing legal and bond services to
school corporations throughout Indiana.
Barton-Coe-Vilamaa Architects & Engineers, Inc.
Brian Bohlender
225 Airport North Office Park
Fort Wayne, IN 46825
(260) 489-9079
bohlender@bartoncoevilamaa.com
http://www.BartonCoeVilamaa.com
Since 1969, Barton-Coe-Vilamaa has provided practical and cost-effective design
solutions to Indiana school corporations.
Beck Studios, Inc.
Cathie Havercamp
1001 Tech Drive
Milford, OH 45150
(513) 831-6650
cathie@beckstudios.net
http://www.beckstudios.net
Theatre & Stage Equipment
Blakley Corporation, The
Tom Cartmell
8060 E. 88th St.
Indianapolis, IN 46256
(317) 576-8368
tomcartmell@blakleys.com
www.blakleys.com
Commercial flooring, terrazzo restoration,
carpet, VCT, polished concrete, budget
numbers and design consulting.
BMO Harris Bank
Katie Aeschliman
135 N Pennsylvania St., 9th Floor
Indianapolis, IN 46204
(317) 269-1376
katherine.aeschliman@bmo.com
http://www.HarrisBank.com
BMO Harris Bank provides banking &
financial solutions to government, education
& non-for-profit organizations.
Bookkeeping Plus, Inc.
Beth A. Reynolds
232 E. McClarnon Drive
Greenfield, IN 46140
(317) 462-2049
bethr@bookplusinc.com
http://www.BookPlusInc.com
Accounting
Bose McKinney & Evans LLP
Charles R. Rubright
111 Monument Circle, Suite 2700
Indianapolis, IN 46204
(317) 684-5000
crubright@boselaw.com
Web Page: http://www.boselaw.com
Education Legal Services
Boyce Forms-Systems/Komputrol
Mike Galliher
9401 Innovation Drive
PO Box 669
Daleville, IN 47334-0669
(317) 664-7400
mgalliher@boycesystems.com
http://www.boycesystems.com
“Komputrol” financial siftware, “K-Time”
time keeping application, on line paystub
and business forms printing.
Camfil (Exfil Branch)
Tom Holton
4110 South 9th St
Kalamazoo, MI 49009
(269) 544-2444
holtont@camfilfarr.com
www.camfil.com
Clean Air Solutions; Filtration Products;
Sustainable Company
Choice Mechanical
Tim Garver
6161 English Avenue
Indianapolis, IN 46219-8224
(317) 885-0220
tgarver@choicemechanical.net
www.choicemechanical.net
Full Mechanical Service Company offering
services for HVAC, Refrigeration, Boilers,
Plumbing and Maintenance.
Church Church Hittle & Antrim
David Day
Two North Ninth Street
PO Box 10
Noblesville, IN 46061
(317) 773-2190
day@cchalaw.com
http://www.cchalaw.com
Legal Services
City Securities Corporation
Linda Matkowski
30 S. Meridian St., Suite 600
Indianapolis, IN 46204
(317) 808-7102
lmatkowski@citysecurities.com
www.citysecurities.com
Indiana’s largest independently owned
investment banking firm specializing in
financial consulting and bond underwriting.
CSO Architects
Rosemary Rehak
8831 Keystone Crossing
Indianapolis, IN 46240
(317) 848-7800
rrehak@csoinc.net
http://www.csoinc.net
Design for state-of-the art 21st century
educational facilities renovation or new
construction.
Deem, LLC
Tom Zupancic
6831 East 32nd Street, Suite 200
Indianapolis, IN 46226
(866) 288-2990
tzupancic@deemfirst.com
www.deemfirst.com
Mechanical/Electrical Contracting and
Service
Downey Public Risk Underwriters
Patrick A. Downey
302 South Reed Road
Kokomo, IN 46903
(765) 457-9161
pdowney@downeypublicrisk.com
www.downeypublicrisk.com
Insurance and risk management for
schools.
Dunn and Associates Benefit
Administrators
Cathy Dunn
4550 Middle Rd., Suite A
Columbus, IN 47203
(812) 378-9960
Cdunn@dunnbenefit.com
http://www.dunnbenefit.com
Medical Insurance
Education Networks of America
Merle Gruesser
320 N. Meridian St., Suite 118
Indianapolis, IN 46204
(317) 612-2850
mgruesser@ena.com
http://www.ena.com
ENA provides managed data, voice and
video solutions to customers in the educational and library sectors.
Educational Services Company
Bob Harris
3535 E 96th Street, Suite 126
Indianapolis, IN 46240
(317) 818-3535
bharris@educationalservicesco.com
http://www.educationalservicesco.com
Educational Services Company has been
providing Indiana schools with a full scope
of educational management services since
1989.
Electronic Systems Group
Marty Cotterman
680 N 36th Street
Lafayette, IN 47905
(765) 449-0694
marty@esgindiana.com
www.esgindiana.com
Fire Alarm Systems & Inspections/Security Systems/Door Access Controls/Video
Systems/Temperature Controls/System
Monitoring
IASBO InterCom June 2015 - 19
IASBO Business Associate Members
EMCOR Construction Services
Craig martin
5128 W. 79th St.
Indianapolis, IN 46268
(317) 822-7890
cmartin@shambaugh.com
http://www.emcorcs.com
Providing turnkey resolutions to help
make your schools more productive, more
comfortable, and much more efficient.
Energy Harness
Robert E. McClary
13335 Mercer Strert
Carmel, IN 46032
(317) 999-5561
robertm@energyharness.com
High quality interior and exterior LED
retrofitting services for schools and administrative facilities.
Energy Systems Group
Mark Falahee
3905 Vincennes Rd Suite 505
Indianapolis, IN 46268
(317) 228-3676
mfalahee@energysystemsgroup.com
http://www.energysystemsgroup.com
Guaranteed energy savings programs.
Cost reduction in facility operations.
Envoy, Inc.
John Barbee
6330 E 75th Street, Suite 170
Indianapolis, IN 46250
(317) 594-4600
businessdevelopment@envoy-cm.com
http://www.envoy-cm.com
Project and Construction Management
Solutions
Ergo Resource Management, Inc.
Thomas E. Green
801 N Huntington Street, Suite 7
Syracuse, IN 46567
(574) 457-8020
ergoresmgmt@kconline.com
http://www.ergo-syracuse.com
Management and human resource consulting
services, OSHA, EPA, and indoor air quality
program assistance.
Fanning/Howey Associates, Inc.
Daniel Mader
9025 N. River Rd. Suite 200
Indianapolis, IN 46240
(317) 848-0966
dmader@fhai.com
http://www.fhai.com
Architects/Engineers widely credited with
setting new standards in flexible and
innovative school design.
Fifth Third Bank, Indiana
Paul Burch
251 N Illinois Street, Suite 1200
Indianapolis, IN 46204
(317) 383-2668
paul.burch@53.com
http://www.53.com
Providing municipal services for school
corporations, including municipal leasing,
investment management and depository
services.
20 - IASBO InterCom June 2015
Fifth Third Securities Inc.
Jay Ryals
Suite 1200
251 N. Illinois St.
Indianapolis, IN 46204
(317) 383-2086
Jon.Ryals@53.com
http://www.53.com
Bond underwriting and financial services,
bond refinancing, tax exempt leases, bond
reinvestments, energy loans, TANS.
Filter Services of Indiana, Inc.
Ernie Kelly
1550 Indiana Avenue
Indianapolis, IN 46202
(317) 264-2123
ekelly@filterservicesofindiana.com
http://www.filterservicesofindiana.com
Sales and Service of all Air Filtration, Dust
Collectors, V-Belts and Coil Cleaners,
I.A.Q.
Financial Solutions Group, Inc.
Greg Guerrettaz
2680 East Main Street, Suite 223
Plainfield, IN 46168
(317) 837-4933
finance@msn.com
Financial advisory services to municipalities across the State of Indiana with over
25 years of experience.
Fink Forms, Inc.
Becky Chase
619 E. Dupont Rd. #94
Fort Wayne, IN 46825-2055
(260) 489-7149
dchase@finkforms.com
http://www.finkforms.com
Budget forms for schools that are Gateway
compatible.
GCA Services Group
Rob Miller
1350 Euclid Ave.
Cleveland, OH 44115
(888) 588-0863
rpmiller@gcaservices.com
http://www.gcaservices.com
Custodial, facilities operations maintenance
and grounds services.
George K. Baum & Company
Damian Maggos
8888 Keystsone Crossing, Suite 1300
Indianapolis, IN 46240
(317) 818-1760
maggos@gkbaum.com
http://www.gkbaum.com
One 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, NCARB
9102 N Meridian Street, Suite 300
Indianapolis, IN 46260
(317) 580-5777
jthompson@gibraltardesign.com
http://www.gibraltardesign.com
Full service Architectural/Engineering
Firm serving School Districts & Higher
Ed in Indiana
Gibson
Diane Davidson
130 S Main St., Ste 400
South Bend, IN 46601
(574) 245-3527
ddavidson@gibsonins.com
http://www.gibsonins.com
We help you navigate risk using our
proprietary Gibson Protection System
focusing on commercial insurance, risk
management, and employee
benefits.
Gibson Teldate, Inc.
Don Barrett
8940 Vincennes Circle
Indianapolis, IN 46268
(317) 298-2945
sales@bgibson.com
http://www.bgibson.com
We install and maintain telephone systems
and data networking throughout Indiana.
GMB Architecture + Engineering
John Pearson
85 E. 8th Street, Suite 200
Holland, MI 49423
(676) 796-0200
johnp@gmb.com
http://www.gmb.com
A relational, co-designing firm that creates
facilities to enhance learning.
Hays and Sons
Chris Novotney
757 E. Murry Street
Indianapolis, IN 46227
(800) 536-4056
cnovotney@haysandsons.com
http://www.haysandsons.com
Emergency service and disaster recovery
professionals for fire, smoke, water, wind,
mold and storm damage.
HPS
Jennifer Zech
3275 N. M-37 Hwy.
PO Box 247
Middleville, MI 49333
(800) 632-4572
jzech@hpsnet.com
http://www.hpsnet.com
HPS is a member-owned group purchasing
organization providing competitive contracts and dealership pricing on furniture
and equipment.
Huntington National Bank, The
Michael Gilmore
45 N. Pennsylvania St.
Indianapolis, IN 46204
(317) 237-2504
Michael.Gilmore@huntington.com
http://www.huntington.com
Banking, Loans, Investment, Lockbox and
Treasury Management Services
Ice Miller LLP
Jane Herndon
One American Square, Ste 2900
Indianapolis, IN 46282
(317) 236-2437
herndon@icemiller.com
http://www.icemiller.com
Provide school construction and cash flow
financing; referendum, employee benefits
and other related legal services.
Indiana Bond Bank
Lisa Cottingham
10 W. Market St., Suite 2980
Indianapolis, IN 46204
(317) 233-0888
lcottingham@inbondbank.com
http://www.in.gov/bond
Assisting local government with the process of debt issuance.
Hertz Furniture
David Mocton
95 McKee Drive
Mahwah, NJ 07430
(888) 494-9751
dmocton@hertzfurniture.com
www.hertzfurniture.com
Indiana Schools Educational
Service Center
Stan Murray
11555 N. Meridian St., #100
Carmel, IN 46032
(317) 575-4440 x222
stacy.dumpke@caitlin-morgan.com
Hilliard Lyons
C. Robert Bond
14390 Clay Terrace Blvd., Suite 241
Carmel, IN 46032
(317) 848-5609
rbond@hilliard.com
http://www.hilliard.com
Industrial Appraisal Company
Jim Karagianis
Two Gateway Center
603 Stanwix Street, Suite 1500
Pittsburgh, PA 15220
(630) 575-0280
jkaragianis@indappr.com
http://www.indappr.com
Educational Furniture for Every Room;
Complimentary Design & Planning
Services; 25-Year Warranty; National
Contracts
Provide municipal bond underwriting
services.
Horace Mann Companies
Lynn Schmale
301 E. Carmel Dr., Suite G300-002
Carmel, IN 46032
(217) 725-6822
Lynn.schmale@horacemann.com
http://www.horacemann.com
We specialize in providing 403(b), Section
125 & auto insurance payroll deductions
to school employees.
Established ISESC program permitting
Indiana Educational Service Centers to
establish risk funding TRUST to benefit
Indiana public schools.
Building and Fixed Asset Appraisals for
Insurance and Accounting Purposes
Infrared Services, Inc.
Dave Davis
5730 Falls Drive Suite 100
Fort Wayne, IN 46804
(260) 432-0912
infraredservices@msn.com
Infrared roof moisture surveys, energy
building envelope studies, infrared
electrical predictive maintenance testing.
IASBO Business Associate Members
ING
Todd Bertsch
26957 Northwestern Hwy, Ste 150
Southfield, MI 48033
(248) 208-6031
Todd.bertsch@us.ing.com
Web Page: http://www.ing.com/us
ING is a leading provider of retirement
products and administrative services in
the Education marketplace.
InterDesign
Daniel D. Rawlins
141 E. Ohio St.
Indianapolis, IN 46204
(317) 263-9655
drawlins@interdesign.com
http://www.interdesign.com
KI/Binford Group
Susan Binford
14725 Herriman Blvd.
Noblesville, IN 46060
(317) 770-7300
susan.binford@KI.com
http://www.ki.com
School furniture with installation, design
and budget services.
Kovert Hawkins Architects, Inc.
Hal E. Kovert
630 Walnut St.
Jeffersonville, IN 47130
(812) 282-9554
hal.kovert@koverthawkins.com
http://www.koverthawkins.com
Architecture and Design-Build Criteria
Development
Educational Facilities Planning, Feasibility
Studies, Architectural and Interior Design...
with Personalized Service.
Interface
Larry Boyle
6004 Clearview Drive
Carmel, IN 46033
(317) 445-2813
larry.boyle@interface.com
http://www.interface.com
L. L. Low Associates, Inc.
Andrew Low
210 N. Ironwood Dr.
South Bend, IN 46615
(574) 234-7240
andrewlow@lllow.com
http://www.lllow.com
Interface modular carpet tile, i2 mergeable
dye lot, life time Antimicrobial Inersept no
mold warranty with solution dyed nylon –
Highest recycled content
J & D Turf
Jamie Mehringer
12840 Ford Drive
Fishers, IN 46038
(317) 359-1185
jamiem@j-dturf.com
http://www.j-dturf.com
J&D Turf is a full service sports turf consulting, construction, maintenance
and distribution company.
JPMorgan Chase Bank, N.A.
Karen A. Pipes
W East Ohio St, IN1 - 0045
Indianapolis, IN 46204
(317) 767-8037
karen.a.pipes@jpmorgan.com
http://www.chase.com
Banker for Government entities in the
State of Indiana including cities, counties
and K12 school corporations.
Kelly Services
Tiffney McElroy
201 N. Illinois, Ste. 390
Indianapolis, IN 46201
(317) 917-0159
tifm973@kellyservices.com
KES is the largest supplier of instructional
and non-instructional staffing to school
districts nationwide.
KeyBanc Capital Markets
Ginny Rabbitt
10 W. Market St, Suite 900
Indianapolis, IN 46204
(317) 464-8481
Virginia_Rabbitt-Jenkins@KeyBank.
com
http://www.key.com
KeyBanc Capital Markets provides quality
financial services to government, educational institutions & non-profit 501(c)(3)
organizations.
Over 35 years of providing Indiana
schools with financial computer software.
Lancer & Beebe Architecture
Terry Lancer
2122 N Delaware Street
Indianapolis, IN 46202
(317) 797-6595
terrylancer@comcast.net
Architecture, Planning, Interior Design
Lewis & Kappes P.C.
Robert Rund
One American Square, Suite 2500
Indianapolis, IN 46282
(317) 639-1210
rrund@lewis-kappes.com
www.lewis-kappes.com
Legal Services
London Witte Group, LLC
Jim Higgins
One Independence Center
1776 N. Meridian St., Ste 500
Indianapolis, IN 46202
(317) 634-4747
jim.higgins@lwgcpa.com
http://www.lwgcpa.com
LWG provides comprehensive budgeting,
capital planning, debt management and post
compliance services to Indiana schools.
LWC, Incorporated
Gary Turner
4440 Garwood Place
Richmond, IN 47374
(765) 966-3546
gturner@lwcinspires.com
http://www.lwcinspires.com
Architectural, engineering & interior
design as well as bond levy campaign
assistance.
MacAllister Power Systems
John Barrington
8800 Brookville Road
Indianapolis, IN 46239
(317) 860-4495
johnbarrington@macallister.com
www.macallisterpowersystems.com
School buses, generator sets, mobile power
generation and landscaping equipment.
Martin Riley Architects - Engineers
John Boerger
221 W Baker Street
Fort Wayne, IN 46807
(260) 422-7994
jboerger@martin-riley.com
http://www.martin-riley.com
Architectural, engineering and interior
design; building envelope consulting,
mater planning and CPF services for K-12
education.
Matrix Integration
Sara Gerber
417 Main Street
Jasper, IN 47546
(812) 634-1550
sgerber@matrixintegration.com
http://www.matrixintegration.com
We are technology advisors. Our expertise
includes data centers, networking, computing collaboration, and managed services.
Maverick Energy Consulting, Inc.
John Righeimer
4228 Chaparral Drive
Naperville, IL 60564
(815) 498-3855
righeimer@maverickec.com
http://www.mavertickec.com
Energy procurement and price risk management specialists.
Mesirow Financial, Inc.
Daniel Barlow
353 North Clark Street - 9th Floor
Chicago, IL 60654
(312) 595-6203
dbarlow@mesirowfinancial.com
http://www.mesirowfinancial.com
We provide Indiana schools with municipal
bond underwriting and financial advisory
services tailored to each issuer’s objectives.
MetLife Resources
Benjamin Abraham
600 E. 96th Street, Suite 525
Indianapolis, IN 46240
(317) 818-4673
babraham@metlife.com
http://www.MLRFinancialPlanning.com
Personalized onsite financial education,
professional guidance, and innovative
solutions that help employees obtain
financial wellness.
Milliken Carpet
Joe Salerno
13945 Brishane Drive
Fishers, IN 46038
(317) 695-6675
joe.salerno@milliken.com
www.milliken.com
Manufacturers of environmentally produced modular carpet tile products. We
produce the most comfortable, quiet and
long lasting carpet.
MJ Insurance, Inc.
Frank T. Crossland
9225 Priority Way West Drive
Suite 100
Indianapolis, IN 46240
(317) 805-7500
frank.crossland@mjinsurance.com
www.mjinsurance.com
Employee Benefit Advisory Services
Moisture Management
Erin Flash
10106 Brook’s School Road, Suite #200
Fishers, IN 46037
(317) 577-0910
eflash@moisturemanagementllc.com
http://www.moisturemanagementllc.com
Moisture Management provides the most
innovative and cost effective roofing and
waterproofing solutions in the industry.
National Insurance Services
Chris Cazares & Carol Johnson
11350 N Meridian Street, Suite 120
Carmel, IN 46032
(317) 846-9202
ccazares@nisbenefits.com
http://www.nisbenefits.com
Life and disability insurance and HRA,
VEBA, 401(a), 403(b) solutions.
Neace Lukens
Rob Stiehl
6510 N Shadeland Avenue
Indianapolis, IN 46220
(317) 595-7363
rob.stiehl@neacelukens.com
http://www.neacelukens.com
Risk Management and Employee Benefit
Consulting Service Provider with Specialization in Public Schools
Odle McGuire Shook Corporation
Matt Mayol
429 N. Pennsylvania St., Suite 403
Indianapolis, IN 46204
(317) 842-0000
mmayol@omscorp.net
http://www.omscorp.net
Architecture, Master Planning, Interior
Design, Landscape Architecture
One Place Now, Inc.
Al Turnbeaugh
905 Joliet Street
Dyer, IN 46311
(317) 561-0055
al@oneplacenow.com
Electronic Health Records
Patcraft Commercial Flooring
Scott Martin
551 S Sawmill Rd
Franklin, IN 46131
(317) 432-0003
scott.martin@patcraft.com
www.patcraft.com
Floorcovering
Performance Services, Inc.
Tim Thoman
4670 Haven Point Blvd., Suite #200
Indianapolis, IN 46280
(317) 713-1750
TThoman@PerformanceServices.com
http://www.performanceservices.com
Design-Build, guaranteed savings contracts, geothermal, and wind power.
IASBO InterCom June 2015 - 21
IASBO Business Associate Members
PESG
Troy Ruger
6307 84th Street
Caledonia, MI 49316
(616) 891-5090
truger@contractsubs.com
www.contractsubs.com
Rycor Software
Helene McMurphy
4960 S. Gilbert Rd., Ste. 1-267
Chandler, AZ 85249
(800) 310-3660
helene.mcmurphy@rycorsoftware.com
http://www.rycorsoftware.com
Piper Jaffray & Co.
David Wimmer
459 East 96th Street, Suite 500
Indianapolis, IN 46249
(317) 581-6305
david.f.wimmer@pjc.com
http://www.piperjaffray.com
Schamber Group, Inc., The
Elaine M. Schamber, PhD
638 S Earl Avenue
PO Box 4698
LaFayette, IN 47903-4698
(765) 807-0638 x104
elaine@schambergroup.com
PESG is an educational staffing solution
for all your K-12 and collegiate staffing
needs.
Not every firm can help underwrite and
distribute bonds that lead to successful
transactions. Piper Jaffray can. We use our
experience, resources and trading capabilities to bring full-service support to our K-12
education clients.
PNC Bank, N.A.
Gail McNierney
101 W Washington Street, Suite 400E
Indianapolis, IN 46204
(317) 267-6187
gail.mcnierney@pnc.com
www.pnc.com
Providing financial products and services
to schools, to include treasury management,
leasing and investment management.
Primary Engineering, Inc.
Mike Lubbehusen, PE
2828 Lake Avenue
Fort Wayne, IN 46805
(260) 424-0444
mlubbehusen@primary-eng.com
www.primary-eng.com
Consulting engineering services for
HVAC, lighting, power and communication
systems. Infrared thermal imaging and
wireless network modeling.
RE Sutton & Associates,
A Division of Brown & Brown
Richard E. Sutton
11555 N. Meridian St., Suite 220
Carmel, IN 46032
(317) 852-1937
Richard@RESutton.com
http://www.resutton.com
Employee benefit consultants specializing
in Indiana public school corporations.
Regional Data Services, Inc.
Andy Kapitan
1260 Arrowhead Court
Crown Point, IN 46307-8222
(219) 661-3200
andy@regionaldata.com
http://www.regionaldata.com
Indiana based software provider specializing in administative and web based
software for over 25 years.
Providing district software to simplify
and manage student activity accounting
processes and online fee collections.
Fiduciary services and investment
oversight for School Corporation
Retirement Plan Sponsors and their
Investment Committees
SchenkelSchultz Architecture
Cory Dietz
111 East Wayne Street, Suite 555
Fort Wayne, IN 46802
(260) 424-9080
cdietz@schenkelshultz.com
Schmidt Associates, Inc.
Ben Bain
320 E Vermont Street
Indianapolis, IN 46204
(317) 263-6226
bbain@schmidt-arch.com
http://www.schmidt-arch.com
Schmidt Associates serves as your
advocate for all aspects of facility
design-encompassing planning, design,
& implementation.
Security Benefit Corporation
Frank J. Vargo
12099 Lupine Lane
Granger, IN 46530
(800) 888-2461 x2760
frank.vargo@securitybenefit.com
http://www.securitybenefit.com/
indiana
Security Benefit helps educators to and
through retirement by providing 403(b),
457, 401a and VEBA programs.
Shanahan & Shanahan LLP
James A. Shanahan
609 Treybourne Dr., Suite C
Greenwood, IN 46142
(317) 881-4881
jashanahan@lawbyshanahan.com
http://www.lawbyshanahan.com
Bond Counsel and Underwriter’s Counsel
on School Financings and Referendum
Shrewsberry
Cassie Anderson
7321 Shadeland Station #160
Indianapolis, IN 46256
(317) 841-4799
canderson@shrewsusa.com
http://www.shrewsusa.com
Civil and environmental engineering.
Industrial hygiene, asbestos testing, site
design, construction management.
22 - IASBO InterCom June 2015
Siemens Industry, Inc.
J. Scott Wood
6200 Technology Center Drive
Indianapolis, IN 46278
(317) 715-4833
scott.wood@siemens.com
Steele Benefit Services
Michael W. Steele
PO Box 146
Pittsboro, IN 46167
(317) 892-6224
mike@steelebenefits.com
Skillman Corporation, The
Bart York
3834 S Emerson Avenue
Indianapolis, IN 46203
(317) 783-6151
skillman@skillman.com
http://www.skillman.com
Stenftenagel Group, LLC, The
Angela Burton
4801 West Saint Patrick Court
Jasper, IN 47546
(812) 630-4615
angela@stengroup.com
www.stengroup.com
Guaranteed performance based facility
and capital improvements through the
energy savings of your facilities.
Project Administration & Construction
Management
Sodexo
Jim Dayhuff
Penn-Harris-Madison Schools
55910 Bittersweet Rd.
Mishawaka, IN 46545
(574) 968-9615
james.dayhuff@sodexo.com
http://www.sodexoUSA.com
School Services
Sodexo
Matt Holle
283 Cranes Roost Blvd., #260
Altamonte Springs, FL 32701
(317) 225-7512
matt.holle@sodexo.com
www.sodexo.com
Sodexo, provider of world class food and
facilities services.
Software Systems, Inc.
Michael Hall
432 S Emerson Ave, Ste 200
Greenwood, IN 46143
(317) 783-5373
mwjhall@aol.com
http://www.softwaresystemsinc.com
Financial, payroll/human resources, and
student management software & support
for Indiana school corporations.
Stair Associates, Inc.
Reggie Laconi
9641 Commerce Dr.
Carmel, IN 46032
(317) 228-1900
luann@stairnet.biz
http://www.stairnet.biz
Architectural and Engineering design for
schools, with a focus on energy efficient
systems including geothermal.
Statewide Credit Association, Inc.
Chris Shuler
6957 Hillsdale Court
Indianapolis, IN 46250
(317) 684-1000
cshuler@statewidecredit.net
Web Page: www.statewidecredit.net
Local agency that specializes in increasing
book rental funds for school corporations
at a low cost.
Section 125, Benefit Enrollment Communication Services, Life, LTC, Critical Illness,
STD, LTD, Voluntary Consultant
Clerk of the Works is the Owner’s Representative for project management, master
planning, project budget development,
contract document development and
facilities management solutions.
Stifel, Nicolaus & Company, Inc.
Brenda L. Voutyras
3590 Okemous Road
Okemos, MI 48854
(517) 381-1230
voutyrasb@stifel.com
http://www.stifel.com
Bond Underwriter specializing in K-12
financings for capital projects and bond
refinancings.
Synovia Solutions LLC
Brad Bishop
9330 Priority Way West Drive
Indianapolis, IN 46240
(317) 208-1703
bbishop@synovia.com
www.synovia.com
Synovia Solutions provides transportation
management software to help reduce operational costs and improve efficiencies.
Tandus Centiva
Jen Maynard
2527 Shannon Lane
Kokomo, IN 46901
(765) 480-3266
jmaynard@tandus-centiva.com
http://www.tandus-centiva.com
Carpet and luxury vinyl tile manufacturer,
project/design consultation.
The AME Group
Kyle Street
6001 E Old Hwy 50
Vincennes, IN 47591
(812) 726-4500
kstreet@theamegroup.com
www.theamegroup.com
Technology managed services, networking,
lifecycle, 1:1 device support, MDM, iPad
repair
the etica group, inc.
Ron Goad
7172 N. Keystone Ave., Suite G
Indianapolis, IN 46240
(317) 466-9520
rgoad@eticagroup.com
www.eticagroup.com
Architecture, Construction, Engineering &
Roofing Services
IASBO Business Associate Members
Therber & Brock
Lonnie Therber
8440 Woodfield Crossing Blvd.
Suite 450
Indianapolis, IN 46240
(317) 637-9572
tbk@indy.net
Complete Advisory Services in the Area of
Municipal Bonds
TRANE
Brian Pickering
5355 N. Post Rd.
Indianapolis, IN 46216
(317) 255-8777
bpickering@trane.com
Creating and sustaining safe, comfortable,
and efficient environments.
TrustINdiana
Kelly Mitchell
200 W. Washington St., Ste 242
Indianapolis, IN 46204-2792
(317) 232-0139
kemitchell@tos.in.gov
www.trustindiana.in.gov
Local government investment pool
Turner Construction Company
Richard Ach
55 East Monroe St., Suite 1430
Chicago, IL 60603
(312) 327-2770
rach@tcco.com
www.turnerconstruction.com
U.S. Bank Global Corporate Trust Services
Lois Moore
10 W. Market St., Suite 1150
Indianapolis, IN 46204
(317) 264-2500
lois.moore1@usbank.com
http://www.usbank.com
US Bank is a leader in providing corporate
trust services to Indiana school corporations.
Umbaugh
Colette Irwin-Knott
8365 Keystone Crossing, Ste 300
Indianapolis, IN 46240
(317) 465-1500
irwin-knott@umbaugh.com
http://www.umbaugh.com
EXPERTISE
Real retirement solutions begin here
saving : investing : planning
VALIC is an industry front-runner with more than
50 years of experience.
> First 403(b) plan in public K-12 market
Providing financial advisory services to
Indiana schools and local governments
for 60 years.
VALIC
John Lindeman
125 S. Wacker Dr., Suite 1900
Chicago, IL 60606
(312) 909-8220
John.Lindeman@valic.com
http://www.valic.com
Number one provider of retirement
programs for K-12 in the U.S.
> Retirement Manager leads the industry
in 403(b) regulation compliance
> Highly customized retirement
planning solutions
Committed
to educators
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KEYBANC
CSO Architects
Blakley Corporation
Barnes & Thornburg
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Sodexo
Huntington nATIONAL Bankgmb architects & engineers
IASBO InterCom June 2015 - 23