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FY 2017 Annual Institute
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Please join us for this content-filled/fun-filled event being hosted on beautiful Cape Cod!

5/17/2017 to 5/19/2017
When: Wednesday, May 17, 2017
Where: The Sea Crest Beach Hotel
350 Quaker Road
North Falmouth, Massachusetts  02556
United States
Contact: Sue McLaughlin

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MASBO 51st ANNUAL INSTITUTE (May 17-19, 2017), Sea Crest Beach Hotel, Falmouth

Wednesday’s Events

8:00 am:  Golf Tournament

8:30 am:  Bike Ride

10:30 am: Edwin Refresher – Free in Computer Lab (Pre-registration Required)

12:00 noon:  Conference Registration Begins

Concurrent Sessions:

1:00 pm

·       Managing Multi-Year Grants

·       A Day in the Life of Receivership

·       OSD Update:  5 Key State Contracts Every Business Manager Should Know and Use

·       Quarterly Financial Reports

·       Changes to the End-of-Year Financial Report (EOYR)


2:00 pm

·       Supplement Not Supplant Under ESSA

·       MTRS Annual Legislative Update and Administrative Issues

·       It’s Challenging Times for Student Health Services

·       Regional School Update

·       Bad People Want Your Student, Staff and District Data!


3:00 pm

·       The Do’s and Don’ts of Early Retirement Incentives

·       MAPT Transportation Reviews:  How to Save Money

·       Can Inter-District School Choice Enrollment Be Predicted?

·       Using Data to Drive Student Success

·       Streamlining Fee Payment by Integrating Your Student Information Management System with Your Fee Processor


4:05 pm – Special General Session!

·       Financial Literacy Outreach by NE REG, a Consortium of Financial Companies

4:00 pm – Hotel Check In

5:00 pm – Golf & Bike Awards

5:15 – 7:15 pm - Vendor Social

7:30 – 9:00 pm – MASBO v. CASBO Olympics and Pizza Party

9:00 pm – Beach Fire, S’mores & Olympics Awards


Thursday’s Events

7:00 am – Breakfast Buffet

8:00 am - Registration

8:30 –12:00 pm General Sessions:


·       Dave Verdolino, MASBO Executive Director

·       Sharon Bruce, CASBO Executive Director

·       Anne Gulati, MASBO Conference Chair

·       Eva Gallupe, CASBO Conference Chair

·       Avery Embry, ASBO Representative

·       Robert Sanborn, Superintendent, Cape Code Regional Technical High School


Special General Session - Lessons Learned “Beyond Sandy Hook”

·       Dr. Joseph Erardi, Newton Connecticut School Superintendent

·       Dan Jewiss, Instructor, Team Training Associates

·       Natalie Hammond, Assistant Principal, Willard Elementary School, Berlin CT

·       Michele Gay, Co-Founder & Executive Director, Safe & Sound Schools

12:00 pm - Lunch

Concurrent Sessions:

1:30 pm

·       Student Loan Forgiveness Program for Public Sector Employees

·       Making Cent$:  Restructuring Food Service in a Collective Bargaining Environment

·       Best Practices in School Transportation and What Can be Done to Increase Competition and Bidding

·       SFO Certification – Is it Right for You?

·       Enhancing Communications to Employees & the Public


2:40 pm

·       Smarter School Budgeting

·       Crisis Planning – School Threat Assessment & Response System (STARS) Toolkit

·       Fiscally/Socially Responsible Food Services Account Collection

·       Is Outsourced Cleaning Right for Your District?

·       Department of Revenue Update

·       Preparing E&D Financial Statements for Regional Schools


3:50 pm

·       Build an Elementary Schedule

·       New AED Mandate – How to Be Compliant

·       Implementing a 1:1 Initiative and the Use of Google Classroom

·       Warning Intersection Ahead:  Where 504 and IDEA Meet

·       Maximizing Retirement Options Available to School District Employees

5:15 pm – President’s Reception

6:00 pm – MASBO Banquet & Awards

7:45 pm – MASBO & CASBO Joint Sunset Dessert Reception

8:45 pm – Trivia Challenge


Friday’s Events:

7:00 am – Breakfast Buffet

General Sessions:

8:30 am - MASBO Annual Business Meeting

9:30 am – Noah Berger, President, Massachusetts Budget & Policy Center

10:45 am – Jeff Wulfson, Deputy Commissioner, Massachusetts Department of Elementary & Secondary Education

11:00 am – Hotel Checkout

11:45 am – Concluding Remarks


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In principle and in practice, the Association values and seeks diverse and inclusive participation within the field of school business management. MASBO promotes involvement and access to leadership opportunities to all members regardless of race, ethnicity, gender, religion, age, sexual orientation, nationality, or disability.
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MASBO is a non-profit professional organization of school administrators whose responsibilities include the business affairs of public and non-public schools. They may be wholly, or partially, responsible for budgeting, school finance, accounting, purchasing and supply management, transportation,maintenance and operation, school plant planning and construction... read more.

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