2. School Business Solutions Team
Our Team
School Business Solutions Team
Debby Schufletowski
School Business Specialist
Diane Pertzborn
School Business Specialist
Keith Lucius
School Business Specialist
Marleen Clark
School Business Specialist DS
Knowledge Transfer
On-site training
Business office consulting
Board and community presentations
School finance resources and materials
Stand-in Services Budgeting
Board and state reporting
Bank reconciliations
Audit assistance
Business Office Services Multi-year Budget Planning
Operational referendum analysis Consolidation Analysis
Planning and communication tools

3. School Business Solutions Team
Our Team
School Business Solutions Team
Danielle Olson
Analyst
Elise Murn
Coordinator
Kathy Voss
Analyst EM
Knowledge Transfer
On-site training
Business office consulting
Board and community presentations
School finance resources and materials
Stand-in Services Budgeting
Board and state reporting
Bank reconciliations
Audit assistance
Business Office Services Multi-year Budget Planning
Operational referendum analysis Consolidation Analysis
Planning and communication tools

4. Our Team Financial Management Debt Issuance Planning
School finance team
Brian Brewer
Managing Director
Lisa Voisin
Managing Director
Michel Clark
Director BB
Financial Management
Referendum planning
Debt monitoring and analysis
Capital improvement planning
Investment alternatives
Debt Issuance Planning
Financing alternatives
Market analysis
Debt structuring options
Credit rating consultation
Document and disclosure guidance
Municipal Bond Market Access
National sales force
Diverse investors
Active in all types of fixed income securities
Dedicated purchaser of cash flow notes

5. Intro Do you have 5 years or fewer of local experience?
Getting to know you
Do you have 5 years or fewer of local experience?
Have you or your district gone to referendum?
Have you ever attempted to explain EQ Aid?
Have you or will you establish a Fund 46?
Is your district impacted by the low revenue ceiling increase?
Have you ever defeased or pre-paid debt?
Have you ever prepared materials for an Annual Meeting?
Have you or your district accounted for voucher students?
Have you ever been asked about Fund Balance?
Have you ever explained what cash flow borrowing is?
EM Part 1: Stand if…
EM Part 2: Be seated; notice how everyone in the room was standing; think about the experience that you brought to the position; think about how you learned or gathered resources to explain these concepts—maybe you had a great mentor, maybe you spent hours on DPI; think about the time you spend now preparing materials on these topics or for similar school finance topics.
BB Part 3: What if you could have a resource that not only taught you and your team about these concepts but provided ready-made training tools and communication pieces for your district? For example EQ Aid, revenue

6. Background
Baird Public Finance and School Business Solutions (SBS) teams find:
Increased Superintendent and Business Office transitions
Increased School board education and training needs
Increased public interest in school finance and related topics
Similar questions asked across districts and years
District desire to have access to information and expertise
that is reliable,
easy to use,
available whenever needed,
and is cost-effective
WASDA SAM Online partnership
BB:
286 Business Managers and Superintendents with 5 or fewer years of local experience as of Administrative Salary Report Source: DPI
WASDA SAMOnline partnership:
We were creating already and sharing with districts and DPI,
same time Jon had a vision to partner via SAMOnline,
two years in development; thousands of hours to create, review, modify, update…

7. Introducing the “Baird Video Library”! DS

8. The Baird Video Library – WIIFTD
What’s In It For The District (WIIFTD)?
Saves time
Easy to find topics at your fingertips
On demand – when you need it
Intuitive and easy to use
Effective onboarding for new staff or board members
Grab and Go for meetings and stakeholder interactions
Efficient research and information-gathering process
Interconnects key and related topics
Focused training and content (3-5 minutes) BB

9. The Baird Video Library – WIIFTD
Provided by experienced and trusted partners
Offered through WASDA’s SAMOnline Portal
Baird Public Finance and School Business Solutions (SBS) Teams
Collaboration with and used by Department of Public Instruction personnel
Supports unique district needs
Builds on users’ knowledge at their level/experience
Expands board and stakeholder capacity to support district initiatives
Builds on common information so you can create unique solutions
Baird’s Public Finance and SBS teams available for additional support BB

10. The Baird Video Library – WIIFTD
Cost Effective
District-wide subscription; unlimited users
Reduce cost of training and development
Efficient use of staff time
Improves financial strategies and planning
Is easy to use
Grab and go
Web-based
Smartphone and tablet use
Clear and easy to follow
Intuitive navigation to interrelated topics
Will make you look good! DS

11. Video Samples Fund Balance PI – 401 Tax Levy Reporting Revenue Limits
Cash Defeasance
Fund Accounting
Fund 46
EM? - show Fund Balance video to whole group. Then, depending on time, let attendees view one or two additional videos on their own

12. The “Baird Video Library”:
Transforming the way we learn school finance, one stakeholder at a time.
Our BVL will transform the way we learn and work in the business office.  It's ready-made, always available and intuitive format will save time and money as districts navigate their individual school finance strategies and needs.

13. Disclosures
Robert W. Baird & Co. Incorporated is providing this information to you for discussion purposes only. The information does not contemplate or relate to a future issuance of municipal securities. Baird is not recommending that you take any action, and this information is not intended to be regarded as “advice”’ within the meaning of Section 15B of the Securities Exchange Act of 1934 or the rules thereunder. In providing this information, Baird is not acting as an advisor to you and does not owe you a fiduciary duty pursuant to Section 15B of the Securities Exchange Act of You should discuss the information contained herein with any and all internal or external advisors and experts you deem appropriate before acting on the information.