AGENDA

Wednesday, April 28, 2021

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8:00 am - 9:30am EDT
Annual Conference 2021 Second General Session - Legal Update

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April 28, 8:30 a.m. 

Rick Manoloff and the team from Squire Patton Boggs provide Part 1 of their Legal Update, and the OASBO Annual Business Meeting with board elections will be held.

Speaker(s)

Rick Manoloff, Partner, Squire Patton Boggs

Mike Sharb, Partner, Squire Patton Boggs

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

9:30 am - 9:45 am EDT
Break

9:45 am - 10:45 am EDT
Beyond Batman and Robin - Embracing the Why, the Who, and the What as a Dynamic Superintendent and Treasurer Duo!

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Fees: $55 (Non-Member) / $30 (Member)

The partnership between Batman and Robin, two superhero characters, extends beyond the comic books and into schools when the superintendent and treasurer actively partner to put Students First.  Join us to discover how our superpowers as educational leaders have enabled us to increase academic achievement, reduce district expenditures, enhance school culture, stabilize finances, and improve safety, security, and facilities.

Speaker(s)

Rebecca Jenkins, Treasurer/CFO, New Albany-Plain Local Schools

Michael Sawyers, Superintendent, New Albany - Plain Local SD

9:45 am - 10:45 am EDT
To Refund or Not Refund, that is the Question (CPIM Approved)

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Fees: $55 (Non-Member) / $30 (Member)

School district treasurers are often confronted with the opportunity of refunding an existing prior bond issue. Often the decision making process involved in deciding if the time is right to take this action is guided by industry professionals. While this is appropriate, the more informed a treasurer can be about the various tools and techniques that are used to evaluate a refunding, the better that treasurer can represent their constituents.

This session will cover various methods for examining the refunding option. Included will be a discussion of net present value savings, opportunity cost index, option value, and negative arbitrage. The session will also discuss alternative payment structures that may be created through the refunding option.

The treasurer should come out of the session with a deep understanding of not only how a refunding works, but also how to evaluate a refunding for efficiency and timing. The treasurer will be armed with a much greater skill set around this topic and will be in a position to insure that industry professionals are providing a full and thorough analysis before proceeding with a refunding bond issue.

Speaker(s)

Kent Cashell, Managing Director, RBC Capital Markets

Andrew Laskey, Vice President, Public Finance, RBC Capital Markets

9:45 am - 10:45 am EDT
Special Education for Treasurers (CPIM Approved)

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Fees: $55 (Non-Member) / $30 (Member)

A presentation for Treasurers about special education without the jargon. The presentation will discuss how to control expenses, how discuss the financial impact of due process litigation/settlements, and explain the differences between unilateral placement, the Jon Peterson Scholarship, the Autism Scholarship

Speaker(s)

Taryn Derin, Associate Attorney, Pepple & Waggoner, Ltd.

Brian DeSantis, Attorney, Pepple & Waggoner, Ltd

9:45 am - 10:45 am EDT
Using Google Classroom to Support and Engage Staff

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Fees: $55 (Non-Member) / $30 (Member)

Google Classroom is a powerful tool as a learning management system for classrooms. It has also become a powerful tool for the management and engagement of the different departments in our district. We are using Google Classroom for training, communication, and engagement with custodial, transportation, maintenance, food service, and other classified departments. It allows for online discussions, tracing, and archival of communication. Participants will be able to setup and implement Google Classroom into their environment to increase efficiency in communication and engagement with their staff.


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Speaker(s)

Don Burley, Director of Operations, Graham Local SD

10:45 am - 11:00 am EDT
Break

11:00 am - 12:00 pm EDT
Linking the Treasurer and EMIS Coordinator: Tracking Students, Importance of Communication, Finding Dollars in Students (CPIM Approved)

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Fees: $55 (Non-Member) / $30 (Member)

Describing the importance of shared data between the CFO and EMIS Coordinator. Using different tools to present new ways to represent student placements. We will examine poverty, open enrollment, court placements, community school students, college credit plus students, and more.

Speaker(s)

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

Jenalee Niese, EMIS Coordinator, Holgate Local Schools

11:00 am - 12:00 pm EDT
The Changing Face of Fraud: Both Sides of the Transaction (CPIM Approved)

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Fees: $55 (Non-Member) / $30 (Member)

School districts and businesses alike have shifted to contact-free business and work from home; drastically changing the manner in which we conduct business. As we all evolve, so do fraudsters, who look to exploit areas of vulnerability in our day to day operations. The urgency to adapt, understand, and improve cyber security is an essential business function in this virtual world. Prepare for a jam packed hour, as PNC and their partners at VISA will address trends in fraud activity in this post-pandemic world. We will share what is happening behind the scenes to protect businesses from fraud and enhance cyber security. Learn about the life cycle of a card transaction, from initiation to payment, as well as what happens if a suspicious transaction is identified. We will discuss how to optimize security controls and dispute transactions. PNC will also share information on new security features coming to further protect card transactions. Lastly, our Ohio Public Finance Group will discuss real life case studies involving school district fraud, and best practices to avoid these scenarios in your district.

Speaker(s)

Bethany Suchy, Assistant Vice President, PNC

Jennifer James, Senior Vice President /Treasury Management Officer – Public Finance , PNC Bank

William Pierson, Senior Vice President/ Group Manager- Commercial Card Services, PNC Bank

Nathan Wood, Senior Director, Cybersource

11:00 am - 12:00 pm EDT
Breaking Down Diversity & Inclusion with Champions of Equality Panel

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Fees: $55 (Non-Member) / $30 (Member)

The principles of diversity and inclusion transcend policy and procedure they are necessary components for a culture of respect for individual differences. For Equitable, diversity means embracing unique contributions and abilities. Listen as our panel of individuals with different perspectives unpack some of the hurdles surrounding diversity and inclusion and share how we can all lead the change for a better future.

Speaker(s)

Fred Makonnen, Divisional Vice President, Equitable

Brandy Mickens, Executive Vice President of Equitable Advisors

Janice Allen, Treasurer/CFO, Trotwood-Madison City Schools

Michelle Tomallo, Chief People Officer & Co-Founder, FIT Technologies

11:00 am - 12:00 pm EDT
Healthy Buildings During and After COVID

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Fees: $55 (Non-Member) / $30 (Member)

People spend 90% of their time indoors where air is typically 10 times more contaminated. An estimated 25M Americans have asthma, a major cause of absenteeism in schools accounting for nearly 14M missed school days per year in the US. Whether it is the flu, COVID19, MRSA, germs, mold, mildew, or bacteria, we all want to be proactive about protecting the health of all occupants. What can happen inside when the building is unoccupied? This is a panel conversation on Healthy Buildings covering the importance of indoor air quality and proper water treatment and what should be considered to operate a healthy building. Speakers will dive into filtration, ventilation, HVAC system cleaning/disinfecting, and UV-C or ionization units. Speakers will cover the importance of proactive monitoring of water systems. COVID-19 plus empty buildings equals stagnant water which equals increased risk for Legionella. How do breaks in usage impact your system. Finally, the presentation will address how IAQ is directly related to both student and teacher/staff member performance outcomes and driving home the long-term value of high-quality operations and maintenance practices.

Speaker(s)

Christy Fielding, Business Development Leader, Waibel Energy Systems

Bryan Schenck, Healthy Building Leader, Waibel Energy Systems

Steve Elrich, Business Development Leader, Solid Blend Technologies

12:00 pm - 12:15 pm EDT
Break

12:15 pm - 1:15 pm EDT
Lunch & Learn: The Fair School Funding Plan

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Fees: $55 (Non-Member) / $30 (Member)

An update on the Fair School Funding Plan.

Speaker(s)

Katie Johnson, Esq., Deputy Executive Director, OASBO

Ryan Pendleton, CFO, Akron Public Schools

Jenni Logan, Treasurer/CFO, Lakota Local School District

Representative John Patterson, Ohio House of Representatives

Mike Sobul, Consultant, Forecast5 Analytics, and Retired Treasurer

1:15 pm - 1:30 pm EDT
Break

1:30 pm - 3:30 pm EDT
Dedicated Expo Time

3:30 pm - 4:30 pm EDT
eLearning Recorded Sessions

Browse our previously recorded offerings

View Recorded Sessions

7:00 pm - 8:30 pm EDT
OASBO Celebration - Virtual Concert with Daniel Bell

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Overview

Come celebrate with OASBO at a virtual conference featuring Daniel Bell!

Speaker(s)

Daniel Bell, Singer/ Songwriter