@caeop E-mail Addresses?!

I found through my Thursday night football game computer time that Google had a Google for Non-Profit section of their G-Suite company. In order to use their services we needed to go through a company named  Techsoup.org that vets non-profit organizations. I’m happy to say that CAEOP is now part of Google for Non-Profit.

We are allowed 10 free domain name email addresses. I chose the Elected Board members as well as some key roles that receive emails asking questions throughout the year, and during our busy time, as well as a generic one for general questions. The email addresses that were created are as follows:

Each of the Google accounts has not only their own email address that they can send from when contacting people but access to the Google Drive and Calendar as well, with a 30g storage space. The email addresses can be transfered over when positions change. I’m looking forward to seeing CAEOP’s future endeavors with adapting to the needs of our members as we see them today. 

I hope you enjoy the rest of your week.


Beth Heyden


Conference Planning Highlights #CAEOP18

Letters announcing the CAEOP Conference were mailed to all Principals and Office Professionals in the Santa Maria area.  In addition, letters were sent to the Mayor of Santa Maria asking if she would give a brief welcome at the conference.  The letters sent to the Santa Maria Chamber of Commerce and Santa Barbara COE announced the conference and asked for help in finding a color guard for the opening ceremony.

Cyndee Amezcua and Ruby Martinez are very busy finding us the best speakers and workshop presenters available!  The keynote speaker has been secured, and Field Service Requests have been send to NAEOP requesting NAEOP President Lisa Morehouse, CEOE and NAEOP Immediate Past President Wendy Heslink, CEOE to also be presenters at our conference. 

A draft registration form was sent to the Conference Committee for review.  The conference brochure and registration form will be ready to present to the Board in September.  It should be ready for distribution in October/November.

Sarah Tierce

Conference Co-Chairman

What are we doing in between conferences? Preparing for the next! A Message from Rosemary Culleeney-Duff, CEOE

As Executive Contracts Consultant, I am happy to share with you what I am doing for the upcoming Annual CAEOP Conference.  After having spoken with Lori Ortell, then President Elect, I learned that she loves the Santa Maria area and it was her wish that we have the culmination of her Presidency and conference in the Santa Maria area.

After narrowing down the best options for CAEOP, I further negotiated with Santa Maria Radisson Hotel and, following a review with the President and the Annual Conference Chairman, brought forward a contract that was approved by the Executive Board covering lodging, meeting space, food and beverage, and amenities.

I work with the Executive Board to obtain the rooming lists and work with the hotel’s reservation manager to secure rooms not only for the conference but also for site visits and board meetings.

Here is what the usual conference schedule looks like – something like 20 meetings, professional developments, and food events happen over a four-day period:

  • Wednesday: Hotel Staff & Conference Committee Meeting, Executive Board Meeting, and Parliamentary Procedures Meeting

  • Friday:  Opening Ceremony & Keynote Speaker, Breakouts, Spirit Luncheon, Breakouts, Affiliate Night

  • Saturday: Opening and Speaker, Annual Meeting, Awards Luncheon, Breakouts, End Note Speaker, Reception, Installation Banquet

  • Sunday:  Executive Board Meeting

Some of the details I work on for each individual meeting of each day of the conference are the following:

  • How many people are attending this meeting?

  • How are the tables set up – board room style, crescent style, full rounds, classroom?

  • What color table clothes and napkins?

  • If food and beverage is being served?  If so, propose a menu keeping cost and dietary restrictions in mind.

  • Make sure the space is open and ready before members arrive.

  • Ensure space is available for staging and tables in room for displays.

I am the primary and sole contact for communication with hotel representatives and the sole authorizing agent on behalf of CAEOP for charges against hotel master bills.

This position is something I never thought I would want to do; but it is a position I am thoroughly enjoying.  I am incredibly happy to work with such a fine CAEOP Executive Board and Conference Committee.  I thank Christine Harris for asking me last year and Lori Ortell this year for giving me this opportunity to learn something new.



Executive Contracts Consultant, 2017-2018


Summer Update From Your President #NAEOPconf17 @caeop @naeop @NAEOP_SW_Area

Hello CAEOP Family:

Ten of our CAEOP members made the trek to Greenville, South Carolina to attend the NAEOP Conference.  What a wonderful experience it was.  If you have not had the opportunity to attend a National conference, making it a priority would be an excellent idea!

Our Keynote speaker was Sam Glenn.  What a story!  You can follow him on Facebook to read about his life journey and enjoy the motivational sessions he hosts live in that medium.  His sense of humor had us all laughing nonstop for his entire 90 minute presentation.  He is also an artist and used artist chalk to draw a picture while he told us the meaning behind it.  It was so inspiring.  Several of us are still talking about it.

The other briefings were amazing and relevant to our current working situations.  We learned self-defense (actual hands-on) and how to be better leaders from many professionals in our field.  The awards ceremony was beautiful.  So many classified employees receiving their PSP and CEOE.  Set your goal now to get your certification for next year.  Lisa Morehouse from Nebraska was installed as the President of NAEOP.  Her theme is "Accept the Challenge - Make the Difference."  I have asked both Lisa and Wendy Heslink to return to our CAEOP conference in Santa Maria - both have agreed to come and speak to us and assist with workshops and breakouts.  I am thrilled; to say the least.

We were also able to absorb the culture of South Carolina, enjoy great food, as well as finding the 9 mice hidden on Main Street.  There is a children's book that was written about 9 mice and their desire to leave their safe cage at home for a great adventure.  Through that story little mice were designed and made out of cast iron, then "hidden" throughout the downtown area.  It was an adventure for all of us not to mention great fun.  We are proud to say that we found all 9!

We had two first-timers in our group:  Beth Heyden and Sarah Tierce.  It was awesome to see them enjoy their first ever National conference.  I know I can speak for them, that they are now ready to head to Minnesota for next years' conference already.  

Teresa Himmelberger (Utah) was installed as the Southwest Area Director.  You may remember her, as she along with Wendy, attended our conference in Arrowhead this past March.  Theresa announced the winner of the southwest logo contest; which was our very own Beth Heyden.  Beth was also appointed as the website and social media chairman for the southwest.  A southwest area Professional Development weekend is in the planning stages.  Details will be provided once they are confirmed.

It is hard to believe that I am already halfway through my term as your President.  As always, it is my goal to represent CAEOP to the best of my ability and to do all I can to grow our organization both in membership and through professional development.  Don't forget to mark your calendars for our 68th Annual Conference, March 8-10 in Santa Maria, California.

Cheers to all of you and remember "Stay the Course."

Lori Ortell, CEOE

President 2017-2018

@NAEOP Southwest Area Logo Contest Is Now Open For Submissions ~ Win a $50 Amazon GC

7/20/17 UPDATE: The winning logo for the NAEOP Southwest Area was created by Beth Heyden of CAEOP & RCAEOP

Beth received a gift card for Amazon in the amount of $50. 

Beth received a gift card for Amazon in the amount of $50. 


CAEOP has a strong relationship with NAEOAP (National Association for Educational Office Professionals) and their Southwest Area division. The NAEOP Southwest Area division consists of Arizona, California, Hawaii, Nevada and Utah. Our Southwest Area logo has not been updated to reflect the states that are currently a part of this division and is in need of an overhaul. What better way to do this than a contest? 

Here is the current logo

The criteria for the contest is as follows: 

  • Newly created artwork must be an original design (Not copied off of a website)
  • All five states are to be included in the logo with things that are significant to that state.
  • Title of the logo is "NAEOP Southwest Area"

DEADLINE: June 25, 2017                         SUBMIT ARTWORK TO: mcmeyers@graniteschools.org

Update from your President @naeop #caeop18 @Beaumont_SD @puhsd

 Dear CAEOP Team!

I wanted to thank all of you for your support and work you do on behalf of CAEOP.  We had very successful meeting(s) over this past weekend.  Our workshop was very well attended and it appears we will have made over $500 for our efforts.  Many thanks to all those who assisted with the workshop - Cyndee you did a great job!

Susan and Sarah have conference on course and moving forward in a positive direction with lots of enthusiasm and some fantastic plans to make conference the best ever!  Beth Heyden did an excellent job of narrowing down the tours for next years' conference...stayed tuned for the finalization of those; all I can say is WOW and Oh Boy! we are in for a real treat!

I want to thank our Beaumont Unified School District team members for making sure we had space for both our Conference Committee meeting and regular Board meeting.  Things were seamless; thanks Robin and Mahlana.

For those that were not in attendance I wanted to announce that the Board approved an increase in our scholarship dollars to $3,000.  At our conference in March we will be giving away three (3) $1,000 scholarships; a $2,000 increase over the $1,000 we had given out previously.  I will say - this will most likely be one of the highlights of my presidency.

Our meetings in September will also be amazing.  We will have PD put on by our Central District Director, Mary Alice Means from Kern AEOE.  The flier and more information will be coming out soon.  During that same weekend will be our budget committee meeting along with our regular Board meeting.  All events will be held in Bakersfield.

It is my hope that all of you will do your very best to place these meeting dates on your calendars and plan to attend.  We are the best we can be when all are in attendance - we are stronger and more efficient together!
We have much work to do this year.  Stay the Course and I will see you in September!

Lori Ortell, CEOE

Situational Awareness: Personal Safety in the Workplace

Last night was the first professional development workshop for the 2017-2018 CAEOP year. We were hosted by Perris High School in the Perris Union High School District.  As it's the end of the school year there were many activities going on around campus from, karaoke contests, the FFA celebration and the hustle and bustle of getting ready for graduation. It was nice to see all of the kids just doing their thing. 

As members came in they began networking, laughter and sincerely asking "How have you been?" It was great to see so many new faces in attendance amongst those we come to count on seeing at most of the events that have almost become staples to the CAEOP community. 

After a delicious dinner that Cyndee Amezcua organized for us from Steer & Stein, President Lori Ortell gave a great introduction about our speaker, Judy Miller, Director of Risk Management and Environmental Safety for Perris  Union High School District.  Judy kicked off her presentation about Situational Awareness: Personal Safety in the Workplace. 

One of the first things that Judy asked was, What is the most important safety tip? The answer, be aware. We all get so accustomed to things we do everyday over and over we fail to notice things that are out of place.   


We get so engrossed in our day to day that sometimes we don't notice even the simplest things that are right in front of our eyes.  most of us wouldn't have noticed this and just keep walking by.


When Judy pointed out to us that while this might not look out of place in a school setting upon closer inspection you know something is out of place. The best thing to do is to communicate with Admin and make contact with the authorities. 

Those are wires hanging out of the side pocket. Not exactly a common thing to see.  

Those are wires hanging out of the side pocket. Not exactly a common thing to see.  

While we're always busy and hustling around at our sites remember this; your life is important, if you see something, say something. It may seem like nothing but, being cautious can save your life and the lives of others. 

The 2017-2018 CAEOP Shirts Are Here!

For several years, the President of CAEOP has chosen not only a theme for their year, but a shirt color. Lori Ortell, CAEOP President for the 2017-2018 fiscal year has chosen a lightweight black polo shirt with a gold lamp of learning, the CAEOP logo. 

Today the shirts arrived for the new board members who have placed their orders already. Susan Smyth, Beth Heyden and Christine Harris received theirs shortly after they were delivered. Any board member who still wishes to purchase a shirt, please contact Lori Ortell for the order form. 

The new black and gold 2017-2018 CAEOP shirt.

The new black and gold 2017-2018 CAEOP shirt.

A Message From Your President

Greetings CAEOP Members!

I cannot believe that the 2017 Conference in Arrowhead is over and here we are in late May with June looming on the horizon.  Most of you are closing out your desks, working on graduations, and, even some, starting to prepare for the 17.18 school year.  Exciting and busy times for sure!  I hope you enjoyed your time at conference.  I know the Conference Committee worked hard for that to happen.  We have listened to your comments and suggestions and are inspired to offer an even better conference in 2018.

It is truly an honor to serve as your CAEOP President.  After my installation I received a journal.  I have it right next to my desk.  When thoughts and feelings surface about CAEOP, I jot down those thoughts.  I also wrote down comments that were kindly shared with me at the end of conference.  Here are just a few:  "we are 100 percent with you", "will it be easy, nope! worth it, absolutely", and "you are on the journey of a lifetime - a journey no one else will travel and no one else can judge."  Those words inspire me everyday to keep going and do my best to serve all of you and CAEOP.

There will be many upcoming workshops and presentations in the next year.  Please visit our website for all the details and needed information.  I hope to see you all on June 1, 2017 at our Professional Development Workshop "Situational Awareness - Personal Safety in the Workplace" to be held in Perris at Perris High School.  All details are on the website.

Until next time, "Stay the Course"

Lori Ortell, CEOE