Schedule of Events

Sunday, September 18

4:30 – 6:00 PM “Early Bird” Registration Plaza Foyer

7:00 – 10:00 PM Hospitality Room Crosspointe Suite

Monday, September 19

7:30 AM – 5:00 PM Registration & Resource Center Opens Plaza Foyer

8:00 AM – 9:00 AM Light Morning Refreshments Plaza Foyer

9:00 AM GENERAL SESSION Plaza Ballroom
Invocation – John Henry, ITA President
Presentation of Colors & Pledge of Allegiance – Wayne Township F.D.
Opening Remarks

IPEP Keynote Address: “Your Culture Determines the Service You Offer” with Danny O’Malia

Guest Speakers
Suzanne Crouch – Auditor of State & Republican Candidate for Lt. Governor
Lori Dimick – Indiana Housing & Community Development Authority
Peggy Welch – FSSA Chief Advocacy Officer
Kirk Sichting & Dan Able – FSSA IMPACT Program

11:30 AM LUNCHEON Clearwater Ballroom

1:00 PM – 3:15 PM GENERAL SESSION Plaza Ballroom

Call to Order – Bryce Coryea & Chris Miller, Education Committee Co-chairs

Legislative Report – Ralph Flowers, Legislative Committee Chair & Debbie Driskell “Recent Changes Affecting Trustee Operations” – Steve Buschmann

James Brown – Indiana Director of Veterans’ Affairs President’s Report – John Henry

Executive Director’s Report – Debbie Driskell

Orientation & Program Highlights – Kay Walker & Danielle Tolan

Your Questions & Suggestions via “Open Mic”

Memorials

3:15 PM – 3:30 PM Light Refreshments Plaza Foyer

3:30 PM – 4:45 PM Breakout Classes – see pages 5-6 for details 2nd Floor

5:00 PM – 7:00 PM Wine & Cheese Reception with music by Brenda Williams Clearwater Ballroom

7:00 PM – 11:00 PM Hospitality Room sponsored by Boyce Crosspointe Suite

Tuesday, September 20

7:30 AM – 5:00 PM Registration & Resource Center Opens Plaza Foyer

7:30 AM – 8:30 AM Light Morning Refreshments Plaza Foyer

8:00 AM – NOON Cemetery Field Trip (pre-registration required) Hotel Main Entrance

8:30 AM – 5:00 PM State Board of Accounts Workroom (closed during lunch) Suites 13 & 14

8:30 AM – 9:45 AM Session I

10:00AM – 11:15 AM Session II

Lunch on Your Own

12:45 PM – 2:00 PM Session II

2:15 PM – 3:30 PM Session IV

3:45 PM – 5:00 PM Session V

5:00 PM – 6:00 PM Boyce Hospitality Room Crosspointe Suite

6:00 PM – 8:00 PM Annual Awards Dinner Plaza Ballroom

8:00 PM – 11:30 PM Hospitality Room sponsored by Boyce Crosspointe Suite

Wednesday, September 21

7:30 AM – 2:00 PM Registration & Resource Center Opens Plaza Foyer

7:30 AM – 2:00 PM Trade Show Suites 8, 9 & 10

7:30 AM – 9:00 AM Coffee & Pastries Suites 8, 9 & 10

9:00 AM – 4:00 PM State Board of Accounts Meeting Plaza Ballroom

2016-class-chart

Monday Classes & Discussion Groups

TOWNSHIP POLICIES
PLAZA BALLROOM

Townships are required to operate using certain policies such as (but not limited to): credit card, personnel, cell phone, and travel. This class will instruct on how to develop appropriate policies and the trustee’s and board’s role in adopting them.

PRESENTED BY: Steve Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

RECYCLING TOWNSHIP ASSISTANCE DOLLARS
SUITES 2/3

What is the process for Supplemental Security Income Assistance? How can I recoup money that is spent on township assistance? This class is designed for those who have not used or are brand new to using the ITA’s SSI Reimbursement Program.

PRESENTED BY: Barbara Smithey is the ITA Office Manager and the SSI Coordinator for the reimbursement program.

Michael Kirkham is a Title 16 (SSI) Technical Expert for the Social Security Administration, Indianapolis District Office. He has worked for Social Security Administration since 1991.

INTERNAL CONTROLS Q&A ROUNDTABLE
SUITES 4/5

Do you still have lingering questions on the new directive, given by the State, that all units of local government must develop and implement a plan for internal controls? Do you need help? Have you implemented your plan yet? Bring your questions to this informal discussion of what is required and how to implement and maintain a solid plan for controls.

PRESENTED BY: Curtis L. Coonrod was elected County Auditor of Marion County in 1986 and served until 1990. He also served two terms on the City-County Council and was chairman of its administration and finance committee. Previously he served as assistant national director of governmental accounting and auditing for a national accounting firm. He is a member of the Government Finance Officers Association Special Review Committee, with responsibility for reviewing CAFR’s prepared by others and determining whether these CAFR’s will be awarded the Certificate of Achievement for Excellence in Financial Reporting. He is a member of the Government Finance Officers’ Association, the American Institute of CPA’s, and the Indiana Township Association. Curt led the development of the ITA’s Internal Controls Handbook. He is a native of Lafayette, Indiana, and has a bachelor’s degree in accounting from Indiana University.

CASEWORKER/INVESTIGATOR ROUNDTABLE
SUITES 5/6

Come join other township assistance workers to discuss and share your “tricks of the trade” and have the opportunity to ask others about their experiences or advice which could help you when you get back to your desk!

MODERATED BY: Susan Smith serves as the Chief Deputy of Wayne Township, Marion County.

TOWNSHIP BOARD ROUND TABLE DISCUSSION
SUITES 8/9/10

This is an option for board members who would like to casually meet and discuss township government with other township board members.

FACILITATED BY: Ben Fisher Chairman, Salem Township Board; President, Daleville Parks, Inc.; Vice Chairman, Young Republicans of Delaware County; Vice President, Student Government Association, Ivy Tech Community College, Muncie/New Castle; Township Board Member Representative, Indiana Township Association

COMPUTER SOFTWARE & RECOMMENDED TOOLS 101
SUITES 13/14

This is an overview of modern computing designed for those just getting their feet wet in technology or those who are still struggling with the basics. The class will include:
– Overview of mobile vs desktop devices and why this has changed computing in the last 10 years
– Overview of the old desktop top Operating System argument: PC or MAC
– Suggested software tools: Microsoft Office Suite, Adobe Acrobat (vs Reader), Chrome, Dropbox and Skype
– Specific demo of Google Chrome Browser
– Using all these tools, we will conduct a walkthrough of the new ITA site

PRESENTED BY: Kristin Lichtenauer is the Chief Results Officer for FuelVM. Kristin’s strength is in strategic marketing planning, program management and operations. She has a unique ability to motivate teams to execute smart, effective marketing programs. With a unique resume that includes substantial agency and client-side leadership, she brings an exceptionally strong understanding of the complexity, opportunities and integration required to help businesses succeed. She has wide-ranging experience with both consumer and business-to-business brands and a proven track record with local, national and international brands. Her expertise includes launching new brands, reinvigorating mature brands and identifying and launching new revenue sources for clients.


Tuesday Class Descriptions

SESSION I – 8:30 – 9:45 A.M.

TOWNSHIP ASSSISTANCE ADMINISTRATION
PLAZA “A”

What are the overall laws that guide trustees as they administer township assistance? What can get you in trouble? What is expected to be in your guidelines? This class will answer these questions and others. Ideal for new trustees and board members!

PRESENTED BY: Debbie Driskell is the Delaware Township Trustee (26 years) in Hamilton County (Fishers) and the ITA Executive Director.

FIRE PROTECTION “101”
PLAZA “B”

This class will take you step by step through the basics of township’s duties to provide fire protection. It will cover the “how to” and the “what not to do” in getting the job done.

PRESENTED BY: Chief Dave Sutherlin – Member Buck Creek Township Volunteer Fire Department Hancock County from 1978; Volunteer Chief from 1997 to 2006; Career Chief from 2006 to present. Buck Creek Township Fire Department is a combination department located in west central Hancock County and provides EMS and fire mutual aid to the City of Lawrence(Marion County) Indianapolis Fire Department(Marion County), Vernon Township(Hancock County), City of Greenfield, Sugar Creek Township(Hancock County) and we respond to 1200 calls for help annually.

Stephen R. Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

COMPUTER TECHNOLOGY 201
PLAZA “C”

In Computer Technology 201 we will be exploring a number of issues. These issues will include, but are not limited to: how to run a small office on an IT budget, what is the cloud and do you need it, the most common ways people get hacked and how to prevent them, and what are some steps you can try yourself before calling in your IT support vendor. We’ll also touch on a couple of general small office best practices.

PRESENTED BY: Ryan Bensley leads the Managed Service Division (Outsourced IT Service) for K&J Communications.

Kyle Nagy leads K&J Communications’ business development efforts and specializes in translating IT issues and solutions to layman’s terms.

DEPARTMENTS OF LABOR – WAGE & HOUR
SUITES 4/5

Learn about the state and federal laws pertaining to employment and wages. This jam-packed session will include a wide range of topics including: FLSA (Fair Labor Standards Act) as it related to public agencies, Minimum Wage & Overtime Basics, New overtime rules, record keeping and posting, compensatory time and much more. If you have employees (including fire personnel) you won’t want to miss this class.

PRESENTED BY: Katherine Dixon is an investigator for the United States Department of Labor, Wage and Hour Division. She has been with the agency for six years, and is based out of the Indianapolis District Office.

Mike Myers is the Director for the Indiana Department of Labor, Wage & Hour Division

TOWNSHIP ASSISTANCE BURIALS
SUITES 6/7

What the Indiana Code says about burial assistance? In this class you will learn about working with your county coroner, eligibility standards, how to work with the funeral home, and how to file a lien on property in order to recoup assistance. You will hear the importance of doing an investigation on all applications for burial assistance.

PRESENTED BY: Mark Messick who has served as the White River Township Trustee in Johnson County since taking office in 2010. Prior to serving as trustee, Mark served on the township board from 2000-2010.

STAYING SAFE WHILE ON THE JOB
SUITES 8/9/10

The goal of the program is to provide prevention strategies and response options to increase the opportunity to survive an active shooter event. The options presented may enhance safety and security while awaiting response by law enforcement. This presentation expands the prevailing paradigm of simply “run, hide, fight” in the event of a violent encounter. This event will provide an opportunity to speak with law enforcement about your concerns within your community, and help you prepare yourself for the unthinkable.

PRESENTED BY: John Perrine is a 13 year veteran of the Indiana State Police, he’s a firearms and tactics instructor, certified Indiana Safe School Specialist, and currently serves as the ISP Indianapolis District Public Information Officer.

Deputy Jonathan Tindal is in his 21st year of Law Enforcement currently serving with the Hamilton County Sheriff’s Office. Deputy Tindal is attached to the Investigations division and is assigned as an SRO at Hamilton Heights Schools and additionally still serves as a Firearms instructor and Active Shooter Instructor. He also is a member of the HCSO K-9 Tactical Tracking Team.

STATE BOARD OF ACCOUNTS WORKROOM
SUITES 13/14

SBOA personnel will be available to help you with your questions or problems.

SESSION II – 10:00 – 11:15 AM

TOWNSHIP GOVERNMENT “101” (AKA GENERAL GOVERNMENT “REFRESHER” COURSE)
PLAZA “A”

This class overviews the duties of the township trustee and board and brings to light some things that, left undone, can hurt your township. Whether you have years or months under your belt, it’s not too late to be assured that you’re covering your bases. This is a great “refresher” course or can be vital for a new trustee, board member, deputy, or clerk.

PRESENTED BY: Debbie Driskell is the Delaware Township Trustee (26 years) in Hamilton County (Fishers) and the ITA Executive Director.

WEEDS & FENCES
PLAZA “B”

This class will introduce you to the state laws pertaining to weeds & fences. Each attendee will receive a copy of the codes as well as discuss the basics of the Townships involvement in weeds and fences. Understanding the Townships’ role in each of the topics, “Weeds and Fences” will give you an idea of what to say and do for the taxpayers that come to the Trustee for help. Please have the questions you have always wanted to ask, and we will try to answer them.

PRESENTED BY: Steven L. Anderson has been the Franklin Township, Washington County Trustee for 38 years and has been involved in many weed and fence complaints. Steve also has served on the Washington County Weed Board for 38 years. Steve has a Private Applicators License issued by Purdue. Steve is also the President of the Washington County Trustees Association.

Stephen R. Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

TOWNSHIP FINANCE 201
PLAZA “C”

An advanced course that will address the various funding resources available to Indiana townships. This module will provide information on how to determine if your township is getting its “fair share”, including recent legislation that could impact future income tax distributions for Indiana Townships. This class will also address the use of tax anticipation warrants in managing cash flow between tax distributions and the potential for issuing bonds to fund capital projects – when are bonds appropriate? Finally, we will examine common SBOA matters – forms to submit, procedures to undertake, preparation for an audit, and responding to audit findings. This workshop invites participants to share their thoughts, experiences and questions concerning these and other financial issues of interest.

PRESENTED BY: Buzz Krohn Otto W. ‘Buzz’ Krohn is the Executive Partner of O.W. Krohn & Associates, LLP, an CPA firm located in Westfield, Indiana with a niche practice focused on financial advisory services for local government. Buzz has over 37 years of experience serving Cities, Towns, Counties & Townships, providing accounting and financial advisory services to virtually all levels of government throughout the State of Indiana and states adjacent thereto. Krohn has extensive expertise interacting with local government officials, attorneys, engineers, regulatory agencies and taxing authorities. Buzz is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA) and is also a Registered Municipal Advisor with the Securities and Exchange Commission (SEC).

DO YOU UNDERSTAND SOCIAL SECURITY ADMINISTRATION BENEFITS?
SUITES 4/5

Social Security is part of the retirement plan of almost every American worker. Benefit payments are based on how much a person earns during their working career and their age when they start receiving the benefit. Many services including obtaining your Social Security statement, calculating what your benefit amount would be in different scenarios, applying for benefits, and how to contact your local office can be done at www.socialsecurity.gov

PRESENTED BY: Cindy Bantista is a Technical Expert in the Indianapolis downtown Social Security office. She has been employed with the agency for 19 years. Cindy works directly with the public on a daily basis explaining SSA’s programs and processing retirement, survivors, disability, and Medicare claims.

HELP ME FIND SOME MONEY! – FUNDING FIRE PROTECTION
SUITES 6/7

Were you aware that there are funding sources beyond taxes to assist your township in providing fire protection? Do you know where to find them? What about funding for training? Join a career firefighter as he not only shares his experiences identifying alternative funding sources and taking advantage of them.

PRESENTED BY: Chief Brad Lucas is a 33 year veteran of the Seymour Fire Department. He served as a Firefighter, Code Enforcement Officer, and as a Battalion Chief prior to his appointment as Chief in April of 2011. His is active in Indiana’s District 8 Planning and Training councils, Chairman of the Jackson county LEPC, as well as many service organizations in Seymour. Chief Lucas comes to us through the Indiana Fire Chiefs Association – one of our partners in the legislative process.

STAYING SAFE WHILE ON THE JOB
SUITES 8/9/10

The goal of the program is to provide prevention strategies and response options to increase the opportunity to survive an active shooter event. The options presented may enhance safety and security while awaiting response by law enforcement. This presentation expands the prevailing paradigm of simply “run, hide, fight” in the event of a violent encounter. This event will provide an opportunity to speak with law enforcement about your concerns within your community, and help you prepare yourself for the unthinkable.

PRESENTED BY: John Perrine is a 13 year veteran of the Indiana State Police, he’s a firearms and tactics instructor, certified Indiana Safe School Specialist, and currently serves as the ISP Indianapolis District Public Information Officer.

Deputy Jonathan Tindal is in his 21st year of Law Enforcement currently serving with the Hamilton County Sheriff’s Office. Deputy Tindal is attached to the Investigations division and is assigned as an SRO at Hamilton Heights Schools and additionally still serves as a Firearms instructor and Active Shooter Instructor. He also is a member of the HCSO K-9 Tactical Tracking Team.

STATE BOARD OF ACCOUNTS WORKROOM
SUITES 13/14

SBOA personnel will be available to help you with your questions or problems.

SESSION III – 12:45 – 2:00

TOWNSHIP ASSISTANCE FROM INTAKE TO APPEAL – PART I
PLAZA “A”

What is the purpose of an intake? What is required to have a completed application? What documentation should be requested in order to verify the application? What about “Continuing Assistance”? A Caseworker’s Approach to an Interview.

How to do a thorough investigation. How to make a sound determination. How to prepare for an appeal.

PRESENTED BY: Debbie Driskell is the Delaware Township Trustee (26 years) in Hamilton County (Fishers) and the ITA Executive Director.

Jan McCrory is the Investigator and Trustee’s Deputy in Delaware Township, Hamilton County.

IS IT TIME TO FORM A FIRE TERRITORY?
PLAZA “B”

This class will center around the real-life experience of Bloomington Township’s initiation of a local fire territory. The trustee will share her experiences – the good, the bad, and the ugly – of making the decision to move forward all the way through the steps of getting it done. This presentation would be best described as “lessons learned on the job”. Following the trustee, the attorney and the financial consultant for her township will share their viewpoints and expertise and the “how-to’s” of forming a territory.

PRESENTED BY: Lillian Henegar started her tenure as the Bloomington Township (Monroe County) Trustee on April 1, 2013. Henegar grew up in Monroe County. She has lived in diverse communities across the country and has a master’s degree in public administration. For more than 30 years, she has held professional and volunteer leadership positions in government and nonprofits – at both the state and local levels. Bloomington Township is a 36 mile square in the middle of Monroe County with more than 44,000 people of diverse social and economic backgrounds. The Township’s 2017 budget is approximately $3.6 million. The Township is the provider unit for the Northern Monroe County Fire Protection Territory, which was created this year with Washington Township.

Paige Sansone is a graduate of Indiana University with a Bachelor of Science degree in Finance and a Masters of Professional Accountancy. In 2008, Page successfully completed the requirements to become licensed as a Certified Public Accountant in the State of Indiana. Paige joined Umbaugh in September 2003 as the Budget Services Coordinator. Since 2003, Paige has been involved with several professional engagements including financial studies for municipalities that often involved the determination of the impact of levies, tax rates and assessed values based on various scenarios arising from local or legislative initiatives. In addition, Paige has assisted numerous taxing units with budget preparation and capital planning. Prior to joining the firm, Paige was employed as the Assistant Budget Director for the Department of Local Government Finance.

Stephen R. Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

SURVIVING AN AUDIT – THE ROLE OF THE CLERK
PLAZA “C”

What makes a good clerk? What are some practical steps that a clerk can take so that the items requested by the examiner are in good order? What is the role of the clerk in internal controls? What is the focus of the SBOA examiner? Learn how good clerking can keep a township out of trouble. You will hear from a very experienced township clerk and a CPA with public finance at the heart of his practice.

PRESENTED BY: Lynn McWhirter is a lifelong resident of Wayne Township in Marion County. She has worked in the trustee’s office for 26 years and has served on the City County Council for 7 years. Lynn is married with three children and five grandchildren.

Curtis L. Coonrod was elected County Auditor of Marion County in 1986 and served until 1990. He also served two terms on the City-County Council and was chairman of its administration and finance committee. Previously he served as assistant national director of governmental accounting and auditing for a national accounting firm. He is a member of the Government Finance Officers Association Special Review Committee, with responsibility for reviewing CAFR’s prepared by others and determining whether these CAFR’s will be awarded the Certificate of Achievement for Excellence in Financial Reporting. He is a member of the Government Finance Officers’ Association, the American Institute of CPA’s, and the Indiana Township Association. Curt led the development of the ITA’s Internal Controls Handbook. He is a native of Lafayette, Indiana, and has a bachelor’s degree in accounting from Indiana University.

IS YOUR TOWNSHIP PAYING FOR UNSAFE HOUSING?
SUITES 4/5

Why is there a need for a home inspection? How do you determine who should do home inspections and what training and qualifications they should have? How do we identify when a home/inspection visit is needed and what if any precautions need to be taken? What determines a violation and how severe are they? What is the end result of home inspections for the trustee and families we serve? These are the questions that will be addressed in this class

PRESENTED BY: Ronald Crowe has been the Investigator/Security Officer for the Wayne Twp Government office for almost 6 years. He is the Deputy Constable for Marion County and have Law Enforcement Certification from ILEA. Ron attended Ivy Tech College and has a background in warehousing and construction and he completes the home inspections for the Wayne Township Trustee’s Office in Marion County. I have a grown Daughter and a Son in the Navy and when I’m not busy with my 5 grandchildren I enjoy playing golf and going to baseball games.

PUBLIC WORKS PROJECTS & PUBLIC PURCHASING
SUITES 6/7

Public purchases and Public works projects are generally high dollar and highly regulated disbursements. We will go over the requirements in IC 5-22 (Public Purchases) and IC 36-1-12 (Public Works Projects) as they pertain to purchasing and disposing public assets. The class will cover subjects like when it is required to get quotes, when it is required to get bids, etc. It will also cover the requirements for disposing real and personal property when they are no longer needed by the Township.

PRESENTED BY: Ryan Preston is a Director of Audit Services for the Indiana State Board of Accounts. He graduated from Hanover College in 2001. He also started as a Field Examiner in 2001 working in throughout southern Indiana. After ten years in the field, he was promoted to Director and moved into the main office. Ryan lives in Brownstown, Indiana with his wife Melanie and their three kids. He has no free time, but would like to enjoy watching sports and playing golf.

W. Tyler Michael is a Director of Audit Services for the Indiana State Board of Accounts. He graduated from the Kelley School of Business in Indianapolis in 2009 and has worked for the SBOA since that time. He has worked in the central office as an assistant director and director since 2014. He is married with 3 kids. He and his family reside in Noblesville.

IS MY CLIENT ABUSING DRUGS? – Recognizing Drug Trends & Abuse
SUITES 8/9/10

What are the signs of drug abuse? The primary focus will be on Methamphetamine Manufacturing, Dealing and Use as well as Heroin. You will come away with an understanding of the risk in our communities as well as the potential hazard of entering homes where drug manufacturing is taking place. You will also learn about other common drugs, their effects and hazards.

PRESENTED BY: Nate Raney is a nine year veteran with Indiana State Police and is currently assigned to the Drug Enforcement Section. I am the Indianapolis District Methamphetamine Suppression Section Coordinator. I have investigated over 500 Methamphetamine labs. He has testified as a skilled witness on the topics of Methamphetamine and Methamphetamine manufacturing. And has worked and / or been trained in drug interdiction, Marijuana Eradication and covert operations. He has given numerous trainings related to narcotics and narcotics manufacturing.

STATE BOARD OF ACCOUNTS WORKROOM
SUITES 13/14

SBOA personnel will be available to help you with your questions or problems.

SESSION IV – 2:15-3:30 PM

TOWNSHIP ASSISTANCE FROM INTAKE TO APPEAL – PART II
PLAZA “A”

What is the purpose of an intake? What is required to have a completed application? What documentation should be requested in order to verify the application? What about “Continuing Assistance”? A Caseworker’s Approach to an Interview.

How to do a thorough investigation. How to make a sound determination. How to prepare for an appeal.

PRESENTED BY: Debbie Driskell is the Delaware Township Trustee (26 years) in Hamilton County (Fishers) and the ITA Executive Director.

Jan McCrory is the Investigator and Trustee’s Deputy in Delaware Township, Hamilton County.

GETTING YOUR FAIR SHARE OF FUNDING
PLAZA “B”

This will be an intermediate class and will both cover topics such as: Review of the DLGF Preliminary Budget Notice (1782 Notice): What do the numbers mean? Are you at the maximum levy?; Strategies for shifting property tax levies;Possible remedies for DLGF budget cuts; Process for increasing the Cumulative Fire tax rate. You will learn how to determine if you are getting your full “share” of revenue and what you can do if you suspect you are not.

PRESENTED BY: Paige Sansone is a graduate of Indiana University with a Bachelor of Science degree in Finance and a Masters of Professional Accountancy. In 2008, Page successfully completed the requirements to become licensed as a Certified Public Accountant in the State of Indiana. Paige joined Umbaugh in September 2003 as the Budget Services Coordinator. Since 2003, Paige has been involved with several professional engagements including financial studies for municipalities that often involved the determination of the impact of levies, tax rates and assessed values based on various scenarios arising from local or legislative initiatives. In addition, Paige has assisted numerous taxing units with budget preparation and capital planning. Prior to joining the firm, Paige was employed as the Assistant Budget Director for the Department of Local Government Finance.

THE ROLE OF TRUSTEES WITH CEMETERIES
PLAZA “C”

Township Trustees are responsible for all abandoned cemeteries! Well, at least that is what the public views as the responsibility of the Trustee. Come and learn the legislative mandates, where to find help, and what you can do to help the cemeteries you really are supposed to care for.

PRESENTED BY: Jeannie Regan-Dinius. Jeannie has a life-long interest in history, family history, and research. She earned her Bachelors in Public History from Ball State University, where she studied also anthropology and American Studies. She has her Masters in Urban Planning and Information Management/Library Science from Indiana University-Purdue University at Indianapolis with additional graduate course work in public history. Before coming to the Indiana Department of Natural Resources, she was the Executive Director of a 96-acre historic park in Huntington, IN. She came to the state in 2000 to help work on the Underground Railroad research initiative. She was given the additional responsibility of the Cemetery Registry, the Historic Theater Initiative, and public outreach.

TOWNSHIP BOARD MEMBER TRAINING
SUITES 4/5

Come learn about the role & duties of a Township Board member. What meetings are required; and what is a “special” meeting? How does the job of the Board relate to the duties of the Trustee?

PRESENTED BY: Ben Fisher

Stephen R. Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

WHOSE BUSINESS IS THIS? – THE INDIANA PUBLIC ACCESS LAW
SUITES 6/7

This presentation will focus on a general overview of the Access to Public Records Act and a basic summary of the Open Door Law, especially how it affects Township-specific issues. It will offer tips and advice for best practices in establishing a transparent government unit and how to best address constituent concerns involving public access matters.

PRESENTED BY: Luke Britt – Luke Britt was appointed by Governor Mike Pence to serve as Indiana’s Public Access Counselor in August of 2013. He previously served as an attorney and operations manager for the Indiana State Department of Health and as an attorney for the Department of Child Services after beginning his career in private practice in Johnson County, Indiana. Britt received his undergraduate degree in Journalism from Franklin College in Franklin, Indiana; an MBA from the University of Indianapolis; and a JD from the University Of Detroit Mercy.

IS MY CLIENT ABUSING DRUGS? – Recognizing Drug Trends & Abuse
SUITES 8/9/10

What are the signs of drug abuse? The primary focus will be on Methamphetamine Manufacturing, Dealing and Use as well as Heroin. You will come away with an understanding of the risk in our communities as well as the potential hazard of entering homes where drug manufacturing is taking place. You will also learn about other common drugs, their effects and hazards.

PRESENTED BY: Nate Raney is a nine year veteran with Indiana State Police and is currently assigned to the Drug Enforcement Section. I am the Indianapolis District Methamphetamine Suppression Section Coordinator. I have investigated over 500 Methamphetamine labs. He has testified as a skilled witness on the topics of Methamphetamine and Methamphetamine manufacturing. And has worked and / or been trained in drug interdiction, Marijuana Eradication and covert operations. He has given numerous trainings related to narcotics and narcotics manufacturing.

STATE BOARD OF ACCOUNTS WORKROOM
SUITES 13/14

SBOA personnel will be available to help you with your questions or problems.

SESSION V – 3:45-5:00 PM

WILL MY DENIAL WITHSTAND SCRUTINY?
PLAZA “A”

On what legal basis’ can a trustee deny assistance? How to make a determination that should withstand an appeal to the Commissioners or a court. Learn how completing the Notice of Action form can make a denial “stick”.

PRESENTED BY: Stephen R. Buschmann is an attorney with Thrasher Buschmann and Voelkel in Indianapolis and has been the attorney for the ITA for the past thirty years. Steve is considered state-wide to be proficient in township laws and acts as the township attorney for many townships across the state.

Debbie Driskell is the Delaware Township Trustee (26 years) in Hamilton County (Fishers) and the ITA Executive Director.

STRESS MANAGEMENT – HOW TO INCREASE JOY IN YOUR LIFE
PLAZA “B”

This presentation takes a bit of a lighter tone in how we can all manage our stress if we monitor the messages we tell ourselves about how our lives should be, rather than accept our life circumstances as they are. The presenter covers how to recognize stress, understand the effects of stress on the body and how to deal with all the negative messages and messengers that we have in our lives. Most people learn and use negative, irrational thoughts about perfection and then we practice self denial often enough to make ourselves miserable. Suggestions for new ways to think will be offered and learning how to laugh more often will bring more joy to life.

PRESENTED BY: Susie Maier, Director of Business Development at Aspire Indiana, graduated from Anderson University with a Bachelor’s Degree in Social Work and entered the Advanced Standing Master’s program at IUPUI to graduate with her Master’s Degree in Social Work in 1996. Susie holds licenses in clinical social work and clinical addiction counseling. Prior to her job in business development, Susie was the Outpatient Director for Aspire in Madison County. In this new role, Susie is using her knowledge in substance abuse treatment, problem gambling treatment, crisis intervention training, employee assistance training, stress management, and suicide prevention, as well as years of clinical experience to create and grow opportunities for collaboration with community partners, in order to expand and improve the range and quality of care individuals in our communities receive.

Susie lives in Pendleton, IN, has raised two children and now has four granddaughters with whom she enjoys spending time. Her hobbies include reading, cooking, watching football and basketball, and walking whenever possible.

RESTORING DIGNITY TO OUR GRAVEYARDS
PLAZA “C”

We will be discussing basic forms of restoration, giving you important advice on how to help make your cemeteries under your control the dignified places you want them to be. Important pointers on rules, care and maintenance every Trustee needs to understand to make the cemetery a safe place for visitors.

PRESENTED BY: Helen Wildermuth is the owner of Stonehugger Cemetery Restoration, Inc., lives in Nashville, IN, and has been in business for over 15 years, traveling all across the United States. Her business specializes in the restoration of cemeteries for all entities of the government, private individuals, churches, and cemetery associations.

IS YOUR TOWNSHIP PROPERLY INSURED? RECOMMENDED VS REQUIRED
SUITES 4/5

A general discussion of insurance principals to grasp in order to determine if your township is being covered properly. We will look at important insurance concepts such as co-insurance and insured-to-value to make sure your Real Property and Business Personal

Property is covered efficiently. We will also discuss some township exposures that may need specific endorsements or additional policies (i.e. Cyber Liability, EPLI and EBL). Where are your key Liability exposures and what can you do to make sure you and your township are protected!

PRESENTED BY: Bill Dixon is currently the Senior Vice President of McNeil & Company Insurance and Risk Management, which is an MGA located in Central New York. Bill has been in the insurance business for over 27 years with the last 22 years with McNeil & Company. He graduated with a BS in Business from the State University of New York (Brockport). He has taught the Licensing Class for Property & Casualty in New York State.

WHOSE BUSINESS IS THIS? – THE INDIANA PUBLIC ACCESS LAW
SUITES 6/7

This presentation will focus on a general overview of the Access to Public Records Act and a basic summary of the Open Door Law, especially how it affects Township-specific issues. It will offer tips and advice for best practices in establishing a transparent government unit and how to best address constituent concerns involving public access matters.

PRESENTED BY: Luke Britt – Luke Britt was appointed by Governor Mike Pence to serve as Indiana’s Public Access Counselor in August of 2013. He previously served as an attorney and operations manager for the Indiana State Department of Health and as an attorney for the Department of Child Services after beginning his career in private practice in Johnson County, Indiana. Britt received his undergraduate degree in Journalism from Franklin College in Franklin, Indiana; an MBA from the University of Indianapolis; and a JD from the University Of Detroit Mercy.

PROTECTING YOU & YOUR TOWNSHIP AGAINST IDENTITY THEFT
SUITES 8/9/10

As organizations acquire more and more sensitive personal information, their duties to prevent data breaches and to help those affected becomes more and more pressing. At the same time, the job of navigating those duties becomes more and more daunting and complex. This class will introduce three broad topics. First, what townships are required to do under state laws to appropriately protect client’s/constituent’s information and make proper notifications in the event of a breach. Second, what townships need to do under HIPAA-HITECH to safeguard sensitive information. And third, what townships can do to help individuals victimized by identity theft.

PRESENTED BY: Ernâni Magalhães – A graduate of the University of Iowa law school, Ernâni Magalhães has been a Deputy Attorney General at the Indiana Attorney General since 2013. Ernâni focuses on data security, including the enforcement of both state and federal privacy laws