William T. Hartman, Professor, Pennsylvania State University, University Park, PA

1. UNIVERSITY COLLABORATION FOR PROFESSIONALDEVELOPMENTASBO-International Annual Meeting 2005Boston, MA William T. Hartman, Professor, Pennsylvania State University, University Park, PA George W. Ioannidis, Business Manager, Manheim Central SD, Manheim, PA Tim Shrom, Business Manager, Solanco SD, Quarryville, PA

2. Partnership • Purpose • Provide for professional growth and development for active school business officials • Structured programs to capture interest and obtain commitment to participate • Promote professional and academic dialogue on matters of current school business administration topics

3. Resources • Strong SBO chapter organization • Centered on Intermediate Unit (region of Lancaster and Lebanon counties) • Rotated leadership positions of chapter with “permanent” chairman for design of development program • University Resources • Continuity provided by Educational Leadership Program • University resources available for speakers and facilities • Outside Speakers • Experts on topical issues • From university and district contacts

4. History / Format • Program began in 1987 • Scheduled bi-annually • Changed to annual format in 2000 • Hosted at Pennsylvania State University Main Campus • Provides relaxed interactions in a professional setting • High participation rate

5. History / Format • Logistics • Three day session in November or December • University campus setting • Access to accommodations • Presenters • Technology • Group meals and activities

6. Process • Establish a standing SBO chapter committee (include chapter officers) • Committee confers with university contact • In the spring, begin to : • Set the date and location • Discuss general topic areas • Solicit commitment from attendees • In the summer, finalize: • Attendees • Agenda with program topics and speakers

7. Program • Topics and speakers focus on a variety of areas • Leadership • Professional Development • Financial Management • Technology • Legislative Issues • Regional Planning and Cooperation

8. Program – Topic Areas (1) • Leadership • Concepts and Approaches • Values and Leadership • Ethics for School Business Managers • Total Quality Management • Professional Skill Development • Budget Management • Information Services & Resources • Dealing with Media

9. Program – Topic Areas (2) • Financial Management • Investments • TSA Compliance • GASB 34 • Insurance • Technology • Electronic Classrooms • Instructional Technology Applications • Data Mining • District Intranet

10. Program – Topic Areas (3) • Politics and Legislation • Educational Reform • School Finance Reform • Property Tax Relief • Gambling • Joint Regional Planning • Goal Setting • Special Education Programs & Funding • Health Care • Peer Evaluation

11. Examples of Outcomes • Electronic Resource Center at PASBO • Ethics for School Business Officials book contributions • Contributions to university’s graduate program • Links to resources and knowledge base outside of school business • Group discussions and networking

12. Establishing a Program • Work at the local/regional chapter level • Obtain financial endorsement and attendance commitment from business officials • Contact university resources • Develop partnership with academic institutions to facilitate program development • Seek accommodations • Determine physical needs (location, size, amenities)

13. Retrospective • Things that enable our program to succeed: • Quality program based on topics of high interest • Set schedule allows advance planning for committee and attendees • University benefits from interaction with practitioners • Interaction with speakers fosters two-way development • Everyone loves a winner!

14. Questions