Expert Exchange

What is the Expert Exchange? 

In continuing SASBO’s goal to improve education through the support and professional development of business personnel, we have created the “Expert Exchange”.  The Expert Exchange consists of monthly online seminars that will allow you to not only listen and watch, but also to ask questions of the presenters and other SASBO members. 

What is the cost? Sessions are offered at a flat fee of $200 for SASBO Members for all twelve sessions (9 sessions for 2018-2019). Just need a few hours? SASBO Members may purchase one (1) recorded session for $50.

What if I can’t make it for a session? No problem as we know the unavoidable situations occur. If you are not able to participate on the date of the webcast, you will receive an email to view the recorded session when your schedule permits.

July 9, 2020
“Punting the Payment of Athletic Officials to Outside Vendors”
David Rubenstein, Director of Finance and Business Operations
South Panola School District, Batesville, Mississippi

August 13, 2020
“GASB Statement No. 84 and How to Prepare Now”
Sharie Lewis, CPA, Director of Business Services and Operations
Parkrose School District, Portland, Oregon

September 8, 2020
“Time Management and Leadership Skills Best Practices for School Business Staff”
Rodney O. Jackson, Director of Finance
Fayette County Public Schools, Lexington, Kentucky

October 12, 2020
“The Importance of Creativity in Effective Leadership”
Tom Wohlleber, Chief Financial Officer
Casa Grande Elementary School District, Casa Grande, Arizona 

November 12, 2020
“Vendor Payment Considerations and Reporting”
James Driver, Federal, State and Local Specialist
U S Department of Treasury, Mid Atlantic Group

December 10, 2020
“It's Raining Revenues”
Marla J. Carnes, Director of Business Operations
Russell County Schools, Jamestown, Kentucky

January 14, 2021
“Retirement Savings Options: Differences May Matter
Paul Arvin, Assistant Vice President
Annuity Product Manager, American Fidelity

February 18, 2021
“Real Life Fraud in Schools”
Susan Barkley, Finance Director
Shelby County Schools, Shelbyville, Kentucky

March 11, 2021
“We Take Cards for That! Accepting Credit and Debit Cards in Your School District
Hannah Lehman, Supervisor of Accounting
Jefferson County Public Schools, Louisville, Kentucky

April 8, 2021
“Maximizing Revenue in Your School Nutrition Program”
Keshia Williams, School Nutrition Director
Coweta County Schools, Newnan, Georgia 

May 13, 2021
“Overcoming Emotional Leadership Dilemmas”
Anya Randle, Director of Business Services
Assumption Parish School Board, Napoleonville, Louisiana

June 10, 2021
“Peer Today, Supervisor Tomorrow...crossing over from staff to supervisor”
Debra Dixon Doss 
Educator Solutions, LLC, Burlington, North Carolina
Terry Haas, Chief Financial Officer 
Mooresville Graded School District, Mooresville, North Carolina

 
2019-2020  Expert Exchange On Line Professional Development Series

Click here for the complete 2019-2020 Expert Exchange Schedule

Click here to register for the 2019-2020 EE Series
 
Click here for 2019-2020 CPE Form

July 11, 2019
“The Cost of Protecting Our Greatest Assets”
David Hopkins, Superintendent and Sharon Chuculate, Business Manager
Clarksville School District, Clarksville, Arkansas 

August 15, 2019
“In the Weeds in 2019”
Valerie Speakman, General Counsel
Arlington Community Schools, Arlington, Tennessee
 

September 19, 2019
“How to Sort Through All the Hype: Look Closely at the Prototype!”
Members from AIG Retirement Services, Legal Department

October 17, 2019
“Watch Out for the Phishing Threat”
Brian Johnson, Information Systems Security Manager
Escambia County School District, Pensacola, Florida 

November 21, 2019
“Change Makes People Crazy – Leading Through Change”
Earl Burke, Consultant, Clinton, Mississippi 

December 19, 2019
“New Grants Management & Monitoring “SuperCircular” is Out – 
What You Need to Know Now”
Rodney O. Jackson, Director of Finance
Fayette County Public Schools, Lexington, Kentucky

January 16, 2020
“Employee Evaluations: Is This Really How People See What I Do?
Shaquita Burke, Director of Financial Operations
Vicksburg - Warren School District, Vicksburg, Mississippi

February 20, 2020
“Finding Hidden Costs for Your District”
Jackie Sparks, Finance Director
Cook County Schools, Adel, Georgia

March 19, 2020
Budgeting Tips, Tools & Techniques”
Ashley Sutton, Chief Officer for School Finance
Duplin County Schools, Kenansville, North Carolina

April 9, 2020
“Internal Controls: Batten Down the Hatches”
Stacy Hopkins, CFO/District Treasurer
Pangburn School District, Pangburn, Arkansas
 

May 14, 2020
“Bridging the Communication Gap with All Stakeholders”
Alan Lumpkin, Superintendent and T. J. Burleson, Business Administrator/Director of Operations
Pearl River County School District, Carriere, Mississippi

June 11, 2020
“COVID-19: Financial Planning and Communication Strategies”
Members from Forecast5 Analytics
 

2018-2019  Expert Exchange On Line Professional Development Series

Click here for the 2018-2019 CPE Form
 
Click here for the complete 2018 - 2019 Expert Exchange Schedule 
 
Click here to register for the 2018-2019 EE Series

 October 18, 2018
"ESSA Update"
Sharie Lewis, CPA, Director of Business Services & Operations
Parkrose School District, Portland, Oregon

November 8, 2018
"Crazy Collabortion"

LaTresa Carlisle, IT Specialist
Escambia School District, Pensacola, Florida

December 13, 2018
"School Law for the Business Official"

Rebecca Owens, Deputy Director for Policy, Compliance & Employee Relations
Wilson County Schools, Lebanon, Tennessee

January 17, 2019
"Purchasing Policies"

Susan Barkley, Director of Finance
Shelby County Public Schools, Shelbyville, Kentucky

February 21, 2019
"What Policies I Need, That I Never Knew I Needed"

Jackie Sparks, Finance Director
Cook County Schools, Adel, Georgia and
Earl Burke, Assistant Superintendent of Business Services and Operations, and 
Chief Financial Officer, Hinds County School District, Mississippi

March 21, 2019
"Succession Planning"

Bryan Packwood, Human Resources
First Financial Services, Houston, Texas

April 18, 2019
"Student Accident Insurance - Why Bother?"

Doug Young, President
The Young Group, Raleigh, North Carolina

May 16, 2019
"Communication in the Business Office"

Anya Randle, Director of Business Services
Assumption Parish School Board, Napoleonville, Louisiana

June 13, 2019
"FSLA and More"
Jill E Hall, Attorney
Jackson Kelly PLLC, Charleston, West Virginia 

 

2017-2018 Expert Exchange On Line Professional Development Series

Click here for the 2017-2018 CPE Form

Click here for the complete 2017 - 2018 Expert Exchange Schedule
 
You can still register for the 2017-2018 EE Series Click Here!
 

October 26, 2017  
"What's Next for American Health Care Reform Legislation"   
Jessica R. Frier, Senior Health and Welfare Plan Consultant American Fidelity Administrative Services 
Presentation   

November 16, 2017  
"Successfully Rolling Out New Initiatives"  
Dave Kornegay, Director, Social Media and Client Community at Dude Solutions
Presentation   

December 14, 2017  
"Best Practices for School Accounting and Booster Oversight"  
Susan Barkley, Director of Finance, Shelby County Public Schools, Kentucky
Presentation   

January 18, 2018  
"Finding an Extra Hour Every Day (Including Taming the E-Mail Beast)"  
Randall "Randy" Dean, The E-mail Sanity Expert
Presentation   

February 15, 2018  
"Crowdfunding, The Ins, The Outs & The In-betweens"  

 Earl Burke, Assistant Superintendent of Business Services and Operations, and Chief
 Financial Officer for the Hinds County School District, Mississippi and
Jackie Sparks, Finance Director, Cook County School District, Georgia  
 Presentation   

March 15, 2018  
"Executive Wellness: Nutrition and Lifestyle Essentials for Your Busy Life"  
Tanya McCausland, COO/Health & Wellness Speaker, Diamond6 Leadership
Presentation  

April 12, 2018  
"Mastering the 15-Minute Stand-up Meeting"  
David Richardson, Senior Consultant, Dude Solutions
Presentation 

May 17, 2018  
"Crisis Management Best Practices (The Barrel Versus the Pen)" 
Rodney Jackson, Director of Finance, Fayette County Public Schools, Kentucky
Presentation June 14, 2018   "Interviewing 101"   

June 14, 2018   
"Interviewing 101"
Debra Dixon Doss, Educators Solutions, LLC
Presentation     Handout