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  • Contains 1 Component(s), Includes Credits Includes a Live Web Event on 03/13/2024 at 8:45 AM (EDT)

    March 13, 2024, Virtual, 8:45-3:00

    Learn and engage with MASBO members as they ... Show your understanding by completing an online evaluation.

    Margaret Raymond Driscoll

    Executive Director

    MASBO

    Margaret Raymond Driscoll is MASBO's Executive Director and was previously its Professional Development Coordinator. She started her career in private industry and then volunteered her time at her childrens' elementary school, overseeing the development and implementation of a new library media center and managing it for nine years. Margaret is in her 15th year as a Melrose School Committee member.

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    • Register
      • Non-member - $150
      • Community Admin - Free!
      • Basic - $140
      • Full Package - Free!
      • Retired - Free!
      • Business Staff - $140
      • Basic - Payroll - $140
      • Associate - $140
      • Solution Provider Affiliate - $140
      • Solution Provider Associate - $140
      • Courtesy Member - $140
    • More Information
  • Contains 2 Component(s), Includes Credits

    February 6, 2024, at the Milford DoubleTree Hotel, 8:00-3:00

    Learn and engage with MASBO members as they ... Show your understanding by completing an online evaluation.

    Margaret Raymond Driscoll

    Executive Director

    MASBO

    Margaret Raymond Driscoll is MASBO's Executive Director and was previously its Professional Development Coordinator. She started her career in private industry and then volunteered her time at her childrens' elementary school, overseeing the development and implementation of a new library media center and managing it for nine years. Margaret is in her 15th year as a Melrose School Committee member.

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    • Register
      • Non-member - $150
      • Community Admin - Free!
      • Basic - $140
      • Full Package - Free!
      • Retired - Free!
      • Business Staff - $140
      • Basic - Payroll - $140
      • Associate - $140
      • Solution Provider Affiliate - $140
      • Solution Provider Associate - $140
      • Courtesy Member - $140
    • More Information
  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 01/10/2024 at 1:00 PM (EST)

    Explore a HOLISTIC approach in managing payroll data within “different views” for consumption and use by multiple stakeholders – Payroll Department, School Business Office & Town Finance Office. Show your understanding by completing an online evaluation.

    Our focus is to explore and discuss ways in which detailed, employee payroll data can be automatically and electronically stored within the Financial Management System (FMS). We will discuss the many benefits by having the ability to provide the same payroll information in beneficial ways in different formats across multiple systems for multiple needs.

    Topics for Discussion:

    • Automated Payroll Interfaces
    • Data “warehousing” of detailed payroll information within the General Ledger
    • Reporting, Drill Down, and Reconciliation
    • Budget to Actual Reporting by department summary, account line, position/job code
    • Budget Analytics of Payroll Data for CURRENT budget Budget Analytics of Payroll Data for FUTURE budget preparation

    Frank Natale

    CEO

    VADAR Systems, Inc.

    Frank Natale is CEO of VADAR Systems, Inc. Mr. Natale has worked with town and school financial officials for the last 26+ years to create easy to use, sophisticated financial software built specifically for Massachusetts towns and school systems.

    Ted Cormier

    Director of Client Services

    VADAR Systems, Inc.

    Ted Cormier is Director of Client Services of VADAR Systems, Inc. For more than two decades, Mr. Cormier has led the development of VADAR's financial products. He has worked with countless FD's, accountants and school business administrators to assist in UMAS/DESE chart of account migrations and DLS/DESE state reporting utilities.

    Sarah Johnson

    Financial Professional Services

    VADAR Systems, Inc.

  • Contains 10 Component(s), Includes Credits Includes Multiple Live Events. The next is on 12/05/2023 at 8:45 AM (EST)

    December 5, 2023, Virtual, 8:45-3:00

    Learn and engage with MASBO members as they explore how allocated resources are connected to the implementation of the updated SOA plan template, classroom observations, and in technology. Hear how SBAs are directly impacting student learning as mentors. DESE representatives will provide updates on the school nutrition program and fiscal considerations. Show your understanding by completing an online evaluation.

    Michael Knight

    School Business Administrator

    Greater Lowell Regional Vocational Technical

    Michael Knight, MBA is the School Business Administrator Greater Lowell Regional Vocational Technical School District. Michael has worked in the field of school business for 6 years and was credited with implementing cost saving strategies saving over $400,000 annually in his previous school district, Groton-Dunstable Regional. Previous to working in school business Michael worked in technology and construction sales.

    Michael’s goal serving as a board member would be to help foster an environment of continuous learning and thought share within MASBO. The greatest strength MASBO has is the membership, there are millions of hours of experience collectively held by the MASBO membership and finding ways to share and memorialize the lessons learned from this experience would be his top priority.

    When not crunching budget numbers, Michael enjoys playing golf, hiking with his dog, and watching sports.   

    Dr. James Mealey

    Assistant Superintendent for Finance and Operations

    North Andover Public Schools

    BS History - Northeastern University, MBA - Boston University, Ed.D. - New England College; Assistant Superintendent for Finance and Operations, North Andover Schools, since 2009; MASBO Board member

    Ryan Camire

    Director of Digital Learning and Technology

    Millis Public Schools

    Once graduating college I taught High School math in a private special education school in the Boston area. During this time I piloted technology tools to best meet the needs of students. This led me to receive my Masters degree in Curriculum and Technology. After teaching I worked for JFYNet, a Boston non-profit for 8 years where I was in 40+ school districts around CT, MA, RI, DC developing technology based custom education programs for students to prepare for various tests as well as credit recovery. Following JFYNet I spent 9 years in the Medway Public Schools as a technology integration specialist and finally then landed as the Director of Digital Learning and Technology in Millis where I have completed my first full year.

    Terry Wiggin

    Director of Finance and Human Resources

    Millis Public Schools

    Robert O'Donnell

    Director of School Finance

    Department of Elementary and Secondary Education

    Rob O’Donnell is the Director of School Finance at DESE. The unit that he oversees is responsible for the Chapter 70 program, charter tuition and reimbursement calculations, school choice, the End of Year Report data collection, and the development of related data reports.

    Jay Sullivan

    Associate Commissioner, School Finance and District Support Center; MASBO Treasurer

    Department of Elementary and Secondary Education

    Jay Sullivan is the Associate Commissioner for District & School Finance in the Department of Elementary & Secondary Education. In this capacity, he directs the Offices of School Finance, School Business and Regional Governance. He also oversees a variety of financial programs, including Special Education Circuit Breaker, School accounting, End of Year Financial Reporting and Auditing, Transportation, as well as federal compliance issues relative to maintenance of effort requirements and the calculation of district’s indirect cost rates. Jay has worked for the Department for over 43 years as an auditor, administrator and business manager.

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    Margaret Raymond Driscoll

    Executive Director

    MASBO

    Margaret Raymond Driscoll is MASBO's Executive Director and was previously its Professional Development Coordinator. She started her career in private industry and then volunteered her time at her childrens' elementary school, overseeing the development and implementation of a new library media center and managing it for nine years. Margaret is in her 15th year as a Melrose School Committee member.

    • Register
      • Non-member - $150
      • Community Admin - Free!
      • Basic - $140
      • Full Package - Free!
      • Retired - Free!
      • Business Staff - $140
      • Basic - Payroll - $140
      • Associate - $140
      • Solution Provider Affiliate - $140
      • Solution Provider Associate - $140
      • Courtesy Member - $140
    • More Information
  • Contains 4 Component(s), Includes Credits

    Learn how pertinent Massachusetts General Laws and labor-related definitions affect payroll processing and the overall functioning of school finance operations. Show your understanding by completing an online evaluation.

    Learn how pertinent Massachusetts General Laws relate to payroll processing and the overall functioning of school finance operations. Topics that will be touched upon are:

    • Key MGL to know and understand
    • Exempt vs Non-exempt staff
    • Timely Pay guidelines:  Regular compensation vs Ad hoc pay - what is the time allowed between timesheet submission/approval to when pay must be dispensed
    • Collective Bargaining Agreements - when/if a local provision overrule a state law/mandate 
    • Overtime Pay thresholds
    • Contractor or employee
    • Final paycheck timing for resignations/separation vs terminated employees
    • Record retention

    Show your understanding by completing an online evaluation.

    Thomas Carroll

    Community Outreach and Resource Planning Specialist

    Department of Labor - Wage and Hour Division

  • Contains 13 Component(s), Includes Credits

    October 12, 2023, at the Milford DoubleTree Hotel, 8:00-3:00

    On day 2 of our Budget Workshop, learn and engage with MASBO members as they explore programmatic cost saving strategies, direct connections between school and district initiatives and budgets, and budget engagement and communication with stakeholders via print and conversation. Show your understanding by completing an online evaluation.

    David Coelho

    Assistant Superintendent for Finance and Operations

    Lexington Public Schools

    David has been the Assistant Superintendent for Finance and Operations with the Lexington Public Schools since July 2019.  Prior to joining Lexington, he was the Director of Finance in the Bedford Public Schools for sixteen years.  David came to public education after ten years of service in state government and the nonprofit sector.  He holds a BA in Government and Economics form Clark University and a Masters in Public Administration from Suffolk University.

    Gregory Zammuto

    Director of Finance and Operations

    SEEM Collaborative

    Greg Zammuto has 30 years of public education experience including 21 years’ experience serving as the lead business administrator in School Districts and in a Collaborative.  Greg has served as the Director of Finance and Operations for SEEM Collaborative since October 2012.  Greg earned a Bachelor of Science degree in Business Management from Northeastern University and a Masters of Education degree in School Administration from Cambridge College.

    Heidi Zimmerman

    Finance and Operations Manager, Special Education

    Lexington Public Schools

    Heidi Zimmerman currently works under the Assistant Superintendent for Finance and Operations of the  Lexington Public Schools, David Coelho.  She  specifically is the  Finance and Operations  Manager for the  Special Education Dept. In this capacity over the last eleven years she has been involved in maximizing cost savings and revenue generation by carefully managing contracts and expenses related to Special Education. Prior to this Heidi served for three years each as the Business Manager for the Carlisle K-8 Public Schools (2006-2009) and as the Business Manager for the Beverly Public Schools (2002-2006).Prior to becoming a School Business manager Heidi worked as in the Inspector General's Office for over ten years (2002-1992) in a variety of capacities.  Most of her time was spent as a primary developer and instructor of the MCCPO program and courses and Chapter 30B legal counsel.

    Gary Maestas

    Retired Superintendent

    Plymouth Public Schools

    Dr. Maestas’ career has spanned 30 plus years in Massachusetts as a teacher at the secondary level, assistant principal, coordinator of technology, assistant superintendent and superintendent. For the past twelve years he has successfully led Plymouth Public Schools in Plymouth, Massachusetts as superintendent. The strength of Dr. Maestas’ vision and leadership, coupled with the respect and collaboration from those he has worked with at local, state, national, and international levels, has resulted in innovative programming for all children and infrastructure advancements, driven by a strategic framework ensuring long-term sustainability. 

    Dr. Maestas has also taught at the collegiate level where he focused his teaching on school law and school finance. He is currently a commissioner of the New England Association of Schools and Colleges and has led accreditation teams across the globe.

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    Anu Medappa Jayanth

    Assistant Superintendent of Finance

    Everett Public Schools

    Lindsey Albernaz

    Business Manager

    READS Collaborative

    Lindsey Albernaz is a Certified Public Accountant, former auditor in the Governmental and Nonprofit public accounting sector and is currently the Business Manager for READS Collaborative located in Middleboro, MA. While starting her career out in public accounting in 2005, Lindsey transitioned into the public education beginning as the joint Director of Business and Finance for the Somerset Public Schools and Somerset Berkley Regional School District in 2014. She joined READS Collaborative in 2019. Lindsey holds a bachelor’s degree in accounting and master’s degree in Taxation. She currently lives with her husband and two daughters in Rehoboth, Massachusetts.

    Margaret Raymond Driscoll

    Executive Director

    MASBO

    Margaret Raymond Driscoll is MASBO's Executive Director and was previously its Professional Development Coordinator. She started her career in private industry and then volunteered her time at her childrens' elementary school, overseeing the development and implementation of a new library media center and managing it for nine years. Margaret is in her 15th year as a Melrose School Committee member.

  • Contains 15 Component(s), Includes Credits

    October 11, 2023, Virtual, 8:45-3:00

    Learn and engage with MASBO members as they learn how to budget for equity to improve student outcomes from Edunomics Fellow, Jessica Swanson. DESE representatives will introduce their new data tool, Power BI. School Business Administrators will share how they maximize federal, state, and local funds during their budget processes. Show your understanding by completing an online evaluation.

    Jessica Swanson

    Senior Fellow

    Edunomics, Georgetown University

    Robert O'Donnell

    Director of School Finance

    Department of Elementary and Secondary Education

    Rob O’Donnell is the Director of School Finance at DESE. The unit that he oversees is responsible for the Chapter 70 program, charter tuition and reimbursement calculations, school choice, the End of Year Report data collection, and the development of related data reports.

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    David Coelho

    Assistant Superintendent for Finance and Operations

    Lexington Public Schools

    David has been the Assistant Superintendent for Finance and Operations with the Lexington Public Schools since July 2019.  Prior to joining Lexington, he was the Director of Finance in the Bedford Public Schools for sixteen years.  David came to public education after ten years of service in state government and the nonprofit sector.  He holds a BA in Government and Economics form Clark University and a Masters in Public Administration from Suffolk University.

    Heidi Zimmerman

    Finance and Operations Manager, Special Education

    Lexington Public Schools

    Heidi Zimmerman currently works under the Assistant Superintendent for Finance and Operations of the  Lexington Public Schools, David Coelho.  She  specifically is the  Finance and Operations  Manager for the  Special Education Dept. In this capacity over the last eleven years she has been involved in maximizing cost savings and revenue generation by carefully managing contracts and expenses related to Special Education. Prior to this Heidi served for three years each as the Business Manager for the Carlisle K-8 Public Schools (2006-2009) and as the Business Manager for the Beverly Public Schools (2002-2006).Prior to becoming a School Business manager Heidi worked as in the Inspector General's Office for over ten years (2002-1992) in a variety of capacities.  Most of her time was spent as a primary developer and instructor of the MCCPO program and courses and Chapter 30B legal counsel.

    Margaret Raymond Driscoll

    Executive Director

    MASBO

    Margaret Raymond Driscoll is MASBO's Executive Director and was previously its Professional Development Coordinator. She started her career in private industry and then volunteered her time at her childrens' elementary school, overseeing the development and implementation of a new library media center and managing it for nine years. Margaret is in her 15th year as a Melrose School Committee member.

  • Contains 11 Component(s), Includes Credits

    September 20, 2023, at the Milford DoubleTree Hotel, 8:00-3:00

    Learn and engage with MASBO members as they learn communication strategies, observe effective instruction, understand how student technology teams enhance schools, explore AI for business offices and classrooms, and hear from DESE as to what is new in FY24. Show your understanding by completing an online evaluation.

    Samuel Rippin

    Assistant Superintendent for Business and Finance

    Peabody Public Schools

    Daniel Gale

    Director of Finance and Operations

    Hudson Public Schools

    Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

    Michael MacMillan

    School Business Manager

    Monomoy Regional School District

    Michael MacMillan is currently the Business Manager for the Monomoy Regional School District. He previously held the same position in the Cohasset Public Schools and Wareham Public Schools. Prior to entering school finance, Michael worked in school technology, national government finance and policy, and management consulting.

    Dr. James Mealey

    Assistant Superintendent for Finance and Operations

    North Andover Public Schools

    BS History - Northeastern University, MBA - Boston University, Ed.D. - New England College; Assistant Superintendent for Finance and Operations, North Andover Schools, since 2009; MASBO Board member

    Shannon Clancy

    Educator Effectiveness Specialist

    Department of Elementary and Secondary Education

    Stephen Nembirkow

    Finance Director

    Tantasqua Regional School District

    Steve has been a School Business Administrator and Human Resources Director for over twenty years in several school districts. Most of his years have been with the Chicopee Public Schools as the Finance and Human Resources Director. Recently, he took a position as Finance Director with the Tantasqua Regional and Union 61 Schools which encompass the towns of Sturbridge, Wales, Holland, Brimfield and Brookfield.

    Steve lives in Chicopee with his wife, who is a certified School Business Administrator, sixteen year old son and two adult twin daughters. In addition to his day job, Steve is a Massachusetts Attorney who provides pro bono legal services to those in need.

    Julia Marko

    Director of Finance and Operations

    BART Charter Public School

    Robert O'Donnell

    Director of School Finance

    Department of Elementary and Secondary Education

    Rob O’Donnell is the Director of School Finance at DESE. The unit that he oversees is responsible for the Chapter 70 program, charter tuition and reimbursement calculations, school choice, the End of Year Report data collection, and the development of related data reports.

    Jay Sullivan

    Associate Commissioner, School Finance and District Support Center; MASBO Treasurer

    Department of Elementary and Secondary Education

    Jay Sullivan is the Associate Commissioner for District & School Finance in the Department of Elementary & Secondary Education. In this capacity, he directs the Offices of School Finance, School Business and Regional Governance. He also oversees a variety of financial programs, including Special Education Circuit Breaker, School accounting, End of Year Financial Reporting and Auditing, Transportation, as well as federal compliance issues relative to maintenance of effort requirements and the calculation of district’s indirect cost rates. Jay has worked for the Department for over 43 years as an auditor, administrator and business manager.

  • Contains 3 Component(s)

    Learn the state of the MASBO organization and observe Board members fulfilling their responsibilities. Show your understanding by completing an online evaluation.

    MASBO conducts an Annual Membership meeting during the Annual Institute each year, not only to comply with the By Laws, but also to provide the opportunity for members to hear the state of the Organization and witness the changeover of Board members whose privilege it is to serve you.

  • Contains 5 Component(s), Includes Credits

    Learn how to implement position control based on your district's needs and characteristics using your FY24 staffing plan. Show your understanding by completing an online evaluation.

    Position control is a method used by organizations to manage and control their workforce and expenses by tracking and monitoring the number of authorized positions and the associated costs. It creates a framework of positions for all the jobs within your district without regard to whether there is an incumbent in a specific job or not. The best way to implement position control will depend on the specific needs and characteristics of each organization. Explore the benefits and pitfalls using your own FY 24 Staffing Plan in MUNIS, Google Sheets or Excel to see if this tool will work for you.  (We will not be covering actual formulas or software features.  Knowledge of Munis Job/Salary Screen or Pivot Tables will be helpful, but not required)

    • What are the important things to know when implementing Position Control?
    • Who Controls the process and decisions?  
    • What are the tools and skills needed for success?


    (From FY22 Annual Institute) Position Control as a Management Tool: Part I & II (Slides will be provided)

    • budget for employee salaries, hours, and full-time equivalents (FTEs)
    • analyze and review position budgets
    • transfer position budget information to the general ledger
    • assign an employee to a position budget

    Mary Ellen Normen

    Administrator for Business and Finance

    Lincoln Public Schools

    Mary Ellen Normen is a knowledgeable and skilled leader in public education and municipal management. She has spent 30 years working in municipal and school finance roles for MetroWest area communities in Massachusetts. She has held the roles of Treasurer/Collector and School Business Official in six communities during her career in municipal finance after starting her career as a Presidential Management Intern with the US GAO. She often serves as an instructor and mentor for many school business administrators in the areas of municipal finance law, policy analysis, program evaluation, and is an advocate for fostering collaborative partnerships within schools and municipal departments.

    Michael MacMillan (Moderator)

    School Business Manager

    Monomoy Regional School District

    Michael MacMillan is currently the Business Manager for the Monomoy Regional School District. He previously held the same position in the Cohasset Public Schools and Wareham Public Schools. Prior to entering school finance, Michael worked in school technology, national government finance and policy, and management consulting.