AGENDA

Tuesday, April 27, 2021

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8:00 am - 9:30 am EDT
Annual Conference 2021 - First General Session

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Fees: $55 (Non-Member) / $30 (Member)

Conference Welcome - Maria Rellinger, OASBO President-Elect (Welcome, Recognitions, and State of the Association)

and

Keynote Speaker Michele Norris

9:30 am - 4:30 pm EDT
Virtual Expo Open

9:30 am - 9:45 pm EDT
Break

9:45 am - 10:45 am EDT
Financial Considerations for Ballot Issue Planning (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

School districts have many things to consider when planning for its operating and capital improvement needs. This session will focus on topics that may influence the decision making process including the consideration of economic market conditions, tax base changes, student enrollment trends, instructional delivery methods, and ballot timing. These areas, and others, will include consideration to the current state of the coronavirus pandemic and how it may be considered in the planning process.

Speaker(s)

Marvin Founds, Director of Education Finance, Baker Tilly Virchow Krause, LLC

Jordan Peters, Senior Consultant and Municipal Advisor, Baker Tilley US, LLC

Kristine Blind, Treasurer/CFO, London City Schools

Emily Hatfield, Treasurer/CFO, Olentangy Local Schools

9:45 am - 10:45 am EDT
Preparing for an IT Security Breach - Toledo Public School District Case Study (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

Join Treasurer/CFO Ryan Stechschulte and Deputy Superintendent James Gant from the Toledo Public Schools as they discuss the ins and outs of a recent data incident, including what you can do now to help protect your data.

Speaker(s)

Ryan Stechschulte, CFO/Treasurer, Toledo Public Schools

James Gant, Deputy Superintendent, Toledo Public Schools

9:45 am - 10:45 am EDT
Leaders! Five Things Your People Need From You in Stressful Times

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Overview

Fees: $55 (Non-Member) / $30 (Member)

What do leaders need to do to help their people stay engaged and productive?  Indeed, there are things employees need from leadership when things are going well, but what they need from leaders in stressful times can make or break the organization. In this session we will explore five things that employees need during stressful times and what leaders need to do to meet those needs.      

Speaker(s)

Joel McKenzie, Regional Vice President, American Fidelity

Lisa Stevens, Account Development Executive, American Fidelity

9:45 am - 10:45 am EDT
Do I Have to Keep Wiping Things Down?

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Overview

Fees: $55 (Non-Member) / $30 (Member)

Ohio public schools are required to provide appropriate levels of education to the students living within their district. How that education is delivered, virtual or in person, does not change the districts liability. The COVID pandemic has forever changed the landscape of general liability insurance. While most insurance policies have always contained language limiting insurance coverage for pollutants and contaminants, discussions on specific exclusions for the spread of communicable diseases has become the norm. State leaders are asking districts to develop plans to educate kids as normal as possible in the face of an unknown virus while district leaders are being educated on the potential lack of insurance coverage should those plans harm students or staff. How exactly are we supposed to operate in the face of the new normal? This presentation will review current exclusionary language in all insurance forms, detail specific cleaning and disinfecting processes to slow the spread of communicable diseases and how to make your district as defensive as possible should claims arise.

Speaker(s)

Travis Thompson, CPSI, Director of Risk Management, Ohio School Plan

10:45 am - 11:00 am EDT
Break

11:00 am - 12:00 pm EDT
Projecting Contract Costs and the Negotiations Table (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

Take the emotion of negotiations and prepare yourself, and your team, for the table. What key datasets and information are important to know and review in advance cost of steps, what can you certify, and how do your salaries and benefits compare to other local districts? We'll get tips and insight from district treasures currently preparing, or who have recently been through the negotiations process. How did they prepare, what did they prepare, and how did it help to set the stage for an effective process for them?

Speaker(s)

Matt Bunting, CFO/Treasurer, Athens City SD

Eric Eggan, Analytics Advisor for Forecast5 Analytics

Ryan Ghizzoni, Consultant, Forecast5 Analytics; OASBO Past President

Cheryl Malik, Treasurer, Barnesville EVSD

11:00 am - 12:00 pm EDT
How to Significantly Reduce your Overall Workers' Compensation Costs (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

When most people think of workers' compensation costs, they primarily equate these costs to just their annual premiums to the Ohio BWC. In this session, participants will learn about all costs associated with running a workers' comp program and how to minimize these costs. We will discuss the importance of safety and strategies to set up a successful workers' comp program on the front end. The audience will also learn proactive ways to manage claims after they occur. Participants will also learn about the three different safety grants available to schools and how to take advantage of these grants - which are worth up to $100,000.

Speaker(s)

Lance Watkins, VP of Client Services, Sedgwick Managed Care Ohio

11:00 am - 12:00 pm EDT
Leasing that Works: Practical Guidance on Leasing from Start to Close (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

This course will provide an overview of considerations affecting transactions involving lease-purchase agreements and certificates of participation, including considerations such as title issues, appropriations, performance contracts, leverage, disclosure, remedies, essentiality, subordination and waiver, and similar issues affecting the rights and responsibilities of school districts.

Speaker(s)

Brad Ruwe, Partner, Dinsmore

11:00 am -12:00 pm EDT
The Law of Unintended Consequences - Everyday Examples of Why No Good Deed Goes Unpunished

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Overview

Fees: $55 (Non-Member) / $30 (Member)

School business officials deal with a wide range of employment issues every day. Employee leaves. Workers compensation. Overtime pay. Insurance contributions. Licensure. Contracts. This presentation will explore the many ways in which ordinary decisions that are made for all the right reasons can end up in all the wrong ways. Whether its because the law has changed or because people will always be well -- people, this presentation will explain how to avoid becoming tomorrows example of what not to do.

Speaker(s)

Beverly Meyer, Partner, Bricker & Eckler, LLP

Jeremy Hittle, Treasurer, Piqua City School District

12:00 pm - 12:15 pm EDT
Break

12:15 pm - 1:15 pm EDT
Lunch & Learn: Contacting & Developing Relationships with Legislators

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Overview

Fees: $55 (Non-Member) / $30 (Member)

This session will discuss how to find legislative representatives; how to build relationships; communications with representatives (i.e., sending letters and other correspondence); and “leave-behinds” and/or “follow-ups” to meetings with lawmakers.

Speaker(s)

Katie Johnson, Esq., Deputy Executive Director, OASBO

Erik Roush, Policy & Govt Affairs, Columbus City Schools

Cajon Keeton, Treasurer/CFO, Benton Carroll Salem Local SD

Kevin Miller, Director of Governmental Relations, BASA

Thomas Hosler, Superintendent, Perrysburg EVSD

Craig McKendry, Treasurer, Ravenna School District

Michael Hanlon, Superintendent, Chardon Local SD

1:15 pm - 1:30 pm EDT
Break

1:30 pm - 4:30 pm EDT
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