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 Agenda
Date: October 28, 2022
Location: Minneapolis Marriott NW | 7025 Northland Dr N, Brooklyn Park, MN 55428
Time: 9 am - 4 pm
Room: Arbor Lakes Room
Conference Center Map

Wifi: Marriott_CONF
Password: NorthWest2174

Session Facilitators
Lori Volz, Director, Baker Tilly
Ryan Fetters, Director, Baker Tilly
 
Please note that this session is combined with the MASA Great Start Cohort and the MASA Finance Academy
Participant List
Presenter Bios

Virtual Option:
https://us06web.zoom.us/meeting/register/tZAvfuuoqDkoHtB8JB056Z1H8VR1eSZSat2A 

After registering, you will receive a confirmation email containing information about joining the meeting.

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9 – 9:30
Welcome and What’s New?
Morning refreshments and continental breakfast provided by MASA
Lori Volz, Director, Baker Tilly
Ryan Fetters, Director, Baker Tilly

9:30 – 11:30
Levy Certification and Truth in Taxation
Lori Volz, Baker Tilly
Presentation Slides [PDF]
MDE website instructions

Aligning resources to district goals, staffing analysis, financial performance
Lori Volz, Baker Tilly
Presentation Slides [PDF]
MDE Consolidated Finance and Expenditures [PDF]
MDE Revenues [PDF]
MDE UFARS Report [PDF]
​
11:30 – 12
Lunch Break (provided by MASA)

12 – 2
Strategic Financial Planning: Analyze Needs and Allocate Resources
Ray Queener, COO and Principal Consultant, TeamWorks International, and former Superintendent, Cambridge-Isanti Public Schools
Presentation Slides [PDF]
​
​2 – 2:15
Break

2:15 – 3:15
Financing Options for Minnesota Schools
Ryan Fetters, Baker Tilly
​Presentation Slides [PDF]
Handout: Financing Options for MN School Districts [PDF]

​3:15 – 4
Open Forum/Discussion Topics
November 8 Elections Discussion
Facilitated by Deb Henton, Executive Director, MASA