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 WHEN CONTROLLING A 10,000 POUND VEHICLE FILLED WITH THIRD GRADERS IS YOUR JOB, INSURANCE COVERAGE IS THE LAST THING ON YOUR MIND. Since 1970, Indiana’s public entities have chosen our insurance and risk management services for liability, workers compensation and professional liability coverage. For information about our School Program, contact us at 1-800-382-8837. www.downeypublicrisk.com 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 Thank you, Indiana public school corporations, for helping us become the #1 Public Financing Bond Counsel in Indiana for 2013, as ranked by The Bond Buyer. It takes great clients to do great work. Uncommon Value In Indiana: Elkhart Fort Wayne Indianapolis South Bend ATLANTA CHICAGO DELAWARE INDIANA LOS ANGELES MICHIGAN MINNEAPOLIS OHIO WASHINGTON, D.C. 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 Your Source for Employee Benefits • Life Insurance • Long-TermandShort-Term Disability Insurance • Dental Insurance • HRA and FSA Plans • Tax-AdvantagedRetireeBenefits and Payouts Chris Cazares Landon Mowry Alison Lomellin ccazares@NISBenefits.com lmowry@NISBenefits.com alomellin@NISBenefits.com Territory Manager Account Representative Client Relations Client Focused. Solution Driven. www.NISBenefits.com 800.627.3660 © National Insurance Services of WI, Inc. nis.iasbo.03.14 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 . . . With a tradition of service in Indiana since 1899, Boyce and Komputrol continue to provide products to enhance productivity, save time, save money and reduce paper waste. K-Time, our Time and Attendance Software promotes accuracy and efficiency by eliminating duplicate data input. Doculivery For Payroll, our online Pay Stub and W2 service enhances your Green Initiative by reducing unnecessary printing! For more information contact sales@boycesystems.com. for Payroll e Onlin tu Pay S ple 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 CLICK VALIC.com CALL 1-800-972-6978 General Contractor and Construction Management Services PERFORMANCE SERVICES AMERICAN FIDELITY ASSURANCE COMPANY DEEM MECHANICAL &ELECTRICAL ICE MILLER VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company. Copyright © The Variable Annuity Life Insurance Company. T H A N K Platinum Sponsors Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA and an SEC-registered investment advisor. Y O U All rights reserved. VC 24503 (02/2013) J89586 ER Gold Sponsors Horace Mann TRUSTINDIANA BOYCE SYSTEMS/KOMPUTROL Low associates cITY SECURITIES CORPORATION Silver Sponsors NATIONAL INSURANCE SERVICES BMO HARRIS BANK BOSE McKINNEY & EVANS SOFTWARE SYSTEMS, INC. VALIC SCHMIDT ASSOCIATES, INC. UMBAUGH BANK OF NEW YORK MELLON EDUCATION NETWORKS OF AMERICA KEYBANC CSO Architects Blakley Corporation Barnes & Thornburg AdTEC, INC. Sodexo Huntington nATIONAL Bankgmb architects & engineers IASBO InterCom June 2015 - 23
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