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  • Contains 1 Component(s) Includes a Live In-Person Event on 08/07/2025 at 8:00 AM (EDT)

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for all types of business officials. This is a curriculum-based course, designed to provide you with foundational knowledge in School Business Leadership.

    Date: 08/07/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $100 (Member) / $200 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for all types of business officials. This is a curriculum-based course, designed to provide you with foundational knowledge in School Business Leadership.


    Agenda

    8:30 a.m.
    Module 1: Characteristics of Leadership and the Role of the Treasurer/CFO
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools 
    Larry Kaiser, Treasurer, Elida Local SD

    Standards: 1.1-1.6; 2.1-2.2, 2.4; 4.1-4.2; 5.1, 5.5
     
    9:30 a.m. 
    Break

    9:45 a.m.
    Module 2: School District Management – Relationship with the Board of Education and Superintendent 
    Rob Showalter, Treasurer, Fairview Park City SD 
    George Anagnostou, Treasurer/CFO, Strongsville City SD

    Standards: 1.1-1.3; 4.1-4.2

    10:45 a.m. 
    Break

    11:00 a.m.
    Module 3: The District's Strategic Plan - Roles and Responsibilities of the Treasurer/CFO
    Jared Bunting, Treasurer/CFO, Jackson City SD 
    Terrah Stacy, Treasurer/CFO, Springboro Community City SD

    Standards: 1.1, 1.3, 4.3 

    12:00 p.m. 
    Lunch

    12:45 p.m.
    Module 4: The Treasurer/CFO's Office - Management and Development of Staff
    Kristine Blind, Treasurer/CFO, London City Schools 
    Terrah Stacy, Treasurer/CFO, Springboro Community City SD

    Standards: 1.1-1.2, 1.4, 1.6; 3.4; 4.2

    1:45 p.m.
    Break

    2:00 p.m. 
    Module 5: Advocacy and the Legislative Process
    Katie Johnson, Executive Director, OASBO
    Jeremie Hittle, Treasurer, Piqua City SD

    Standards: 1.1, 4.3

    3:00 p.m. 
    Adjourn


    Jennifer Bruns

    Treasurer/CFO, St Henry Consolidated Local SD

    Jennifer Bruns is the Chief Financial Officer of St. Henry Cons. LSD, where she has served since January 2016. Jennifer also serves as the Fiscal & Mentoring Specialist for Mercer County Educational Service Center. Jennifer began her School Finance career as the CFO of Riverside Local School District in Logan County. Prior to becoming a Treasurer/CFO, Jennifer worked for the Ohio Auditor of State. Jennifer has been a member of OASBO since 2012, has been very involved in the West Central Chapter, and currently serves on the OASBO Board of Directors as the Northwest Region Director. Jennifer also serves as the Chair of the OASBO Auditor of State Committee.

    Larry Kaiser

    Treasurer, Elida Local Schools

  • Contains 2 Component(s) Includes a Live In-Person Event on 08/05/2025 at 8:00 AM (EDT)

    A course in business operations for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for those seeking their business manager license, or a refresher. This course will provide school business professionals with information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food and nutrition.

    Date: 08/05-06/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $200 (Member) / $400 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course in business operations for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for those seeking their business manager license, or a refresher. This course will provide school business professionals with information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food and nutrition.

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

    Agenda - Day 1

    8:30 a.m.
    Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) 
    Travis Thompson, Director, Risk Management, Hylant Administrative Services Team 
    Nancy Them, Risk Control Manager, SORSA

    Standards: 1.2, 1.4-1.5, 3.3; 4.2

    9:30 a.m.
    Break
     
    9:45 a.m.
    Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other) 

    Travis Thompson, Director, Risk Management, Hylant Administrative Services Team 
    Nancy Them, Risk Control Manager, SORSA

    Standards: 1.2, 1.4-1.5, 3.3; 4.2

    10:45 a.m.  
    Break

    11:00 a.m.  
    Module 1: Workers Compensation                
    Kiesha Martin, Client Service Representative, Sedgwick Managed Care Ohio

    Standards: 1.2, 1.4-1.5, 3.3; 4.2

        
    12:00 p.m.  
    Lunch

    12:45 p.m.
    Module 2: School Safety & Security, NIMS, and School Emergency Management Plans
    Dan Romano, Treasurer/CFO, West Clermont Local Schools

    Standards: 1.1-1.2; 4.3; 5.3

    1:45 p.m.
    Break

    2:00 p.m.
    Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
    Travis Thompson, Director, Risk Management, Hylant Administrative Services Team

    Standards: 1.1-1.2; 4.3; 5.3

    3:00 p.m.
    Break 

    3:15 p.m. 
    Module 2: IT Security 
    Tom Munson, Director of Strategic Partnerships, DataServ/ShareOhio
    Tom Mitchell, CEO, Bonefish Systems

    Standards: 1.1-1.2; 4.3; 5.3

    4:15 p.m.  
    Adjournment


    Day 2

    8:30 a.m.
    Module 3: Facilities Utilization, Inventory and Capital Assets 
    Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA) 
    Brandon Knecht, Director of Business Services, Northmont City SD 
    Ted Roseberry, Director of Business Operations, Orange City SD

    Standards: 1.2-1.4; 2.3; 3.1, 3.3-3.4

    9:30 a.m.
    Break

    9:45 a.m.
    Module 4: Bidding, Contracts, 412 Certificates  
    Chris McCloskey, Partner, Bricker Graydon LLP
    Brock Miskimen, Of Counsel, Bricker Graydon LLP

    Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

    10:45 a.m.  
    Break

    11:00 a.m.
    Module 4: School Facilities & Construction  

    Chris McCloskey, Partner, Bricker Graydon LLP
    Brock Miskimen, Of Counsel, Bricker Graydon LLP
    Jeff Eble, Director of Business, Worthington City Schools

    Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

    12:00 p.m. 
    Lunch

    12:45 p.m.
    Module 5: Transportation - Transportation Modules
    Bill Andexler, Transportation Consultant, Shared Services Alliance (SSA) 
    Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA)

    Standards: 2.1-2.4; 5.3

    1:45 p.m.  
    Break

    2:00 p.m.
    Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
    Bill Andexler, Transportation ConsultantShared Services Alliance (SSA) 
    Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA)

    Standards: 2.1-2.4; 5.3 

    3:00 p.m. 
    Break

    3:15 p.m.
    Module 6: Food & Nutrition
    Joyce Dicks, Food Service Coordinator, Youngstown City Schools
    Tascin Brooks, Food Service Director, Youngstown City Schools

    Standards: 2.1-2.4; 5.3
     
    4:15 p.m. 
    Adjourn

    Travis Thompson, CPSI

    Director of Risk Management, Ohio School Plan

    Travis has an extensive loss control background and he designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System.

    Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

    Nancy Them

    Loss Control Manager, SORSA

    Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.

    Kiesha Martin

    Client Services Representative, Sedgwick MCO

    Kiesha Martin has been an Account Executive with Sedgwick MCO since 2018, dedicated to simplifying the managed care process by assisting with controlling cost, client education and safety management programs.  Kiesha received a bachelor’s degree from Ohio Dominican University.  Kiesha has over 25 years’ experience in the workers compensation industry from claims management, hearings, self-insured and account management. 

    Dan Romano

    Treasurer/CFO, West Clermont Local Schools

    Daniel M. Romano is Treasurer/CFO at West Clermont Local Schools in Southwest Ohio in August 2020. He is also CEO and a Co-Founder of Edventures in Learning, Inc. a strategic learning and communication company. Prior to his current roles, Dan spent 23 years in the public sector holding positions as Treasurer/CFO and Business Manager in both Toledo and Sylvania City School Districts in Ohio.

    In 1997, Dan was recruited to serve as an international consultant assisting Fortune 500 companies in bringing their strategic plans to life through a methodology that democratized data and dialogue to all parts of the organization. In 2012 Dan, was again recruited. This time by Forecast5 Analytics, a start-up company focused on building a business intelligence and forecasting platform for the Public Sector. Serving as SVP, he was responsible for the development and growth of new and innovative business intelligence and analytic tools to a multistate market of local governments that included Ohio, Indiana, and Michigan. In 2016, Dan resumed the full-time helm at Edventures in Learning. More recently the company has expanded its service delivery of innovative tools and resources to engage employees and stakeholders in the critical issues of their organization.

    Dan is an active member with OASBO serving on various committees. He also assisted in the development of several of the “Essentials” curriculum which is a major component to an alternative pathway for Ohio school treasurer and Business Manager licenses.

    Dan received both his Bachelor’s in Accounting and a Master of Business Administration from the University of Toledo.

    Tom Munson

    Director of Strategic Partnerships, DataServ/ShareOhio

    Tom Munson the Director of Strategic Partnerships with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 40 year career working in the public sector with focus on education.

    Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training

    Andrew Thornton

    Director of Sales, DataServ/ShareOhio

    Andrew Thornton is the Director of Sales with DataServ. He has held numerous engineering and sales leadership positions over his 20 year career. The past decade Andrew has worked with Ohio K-12 schools to create safe, robust and engaging learning environments through technology infrastructure services. 

    Tom Mitchell

    CEO, Bonefish Systems

    Tom Mitchell is founder and President of Bonefish Systems.  Mr. Mitchell has spent 26 years in the financial services sector holding numerous technology and business roles in large banks and insurance companies. 

    In 2007, Tom started Bonefish Systems.  After working for large corporations for close to two decades, Tom wanted to bring fraud prevention and detection technologies to smaller organizations that could not otherwise afford them.  Bonefish Systems now serves hundreds of school districts and municipalities across Ohio and has recently expanded into Florida, Michigan, and Pennsylvania.  Tom is a member of the Association of Certified Fraud Examiners.  He earned his undergraduate degree at Kent State University in Computer Science and also holds a Masters of Business Administration graduate degree from Case Western Reserve University, Weatherhead School of Management.

    Jennifer Sudhoff

    Fiscal Operations Coordinator, Shared Services Alliance (SSA)

    Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

    Brandon Knecht

    Director of Business Services, Northmont City Schools

    Brandon is an experienced Director of Business Services with a demonstrated history of working in the primary/secondary education industry. He is skilled in Budgeting, Strategic Planning, Business Process Improvement, Educational Technology, and Public Speaking. 

    Brandon has been with Northmont City Schools as their Director of Business Services since August 2012.

    Ted Roseberry

    Director of Business Operations, Orange City Schools

    Ted Roseberry is a graduate of the University of Kentucky.  He is currently the Director of Operations and Business Affairs at Orange City Schools where he has served since 2017.  Previously, he was the Business Manager at Chardon Local Schools and Painesville City Schools. He has been in education since 1998 and an administrator since 2004. He is a proud father of two children.

    Chris McCloskey

    Partner, Bricker Graydon LLP

    Chris McCloskey is chair of Bricker Graydon’s Public Sector industry group and is a partner in the Construction Law group. He focuses his practice on construction-related contracting and disputes, as well as general business and litigation. He is experienced in researching and drafting motions for construction lawsuits, preparing and reviewing construction contracts, construction claims, change orders, purchase orders, project analysis, mechanic's liens, bid strategy and project coordination. He represents school districts with all facets of their capital projects with the Ohio Facilities Construction Commission.


    Brock Miskimen

    Of Counsel, Bricker Graydon LLP

    Brock Miskimen practices construction, procurement, and ethics law. In his construction practice, he regularly advises clients on project delivery systems and prepares procurement and bidding documents as well as construction project contracts.

    Brock worked in various government offices prior to joining Bricker Graydon, giving him the experience to assist clients in navigating the various levels of government. Most notably, he served as chief legal counsel for the Ohio Department of Natural Resources (ODNR), where he also advised the Oil and Gas Leasing Commission. While there, he coordinated litigation involving ODNR with the Ohio Attorney General's Office including the settlement of a multi-million-dollar litigation matter involving decades of flooding. Brock also advised ODNR on the construction and renovation of the Department’s infrastructure including dams, lodges, and cabins. Brock also managed outside counsel contracts and oversaw the in-house legal staff of more than a dozen attorneys and professionals.

    Jeff Eble

    Director of Business, Worthington City Schools

    Jeff Eble is currently Director of Business Services for Worthington Schools in Central Ohio.  Jeff has spent 42 years in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings and 26 major building renovations in his career.

    Jeff has served OASBO as a committee member, workshop director, Chapter Officers, and Board Member since the early 1980s.  

    William Andexler

    Transportation Consultant, Shared Services Alliance (SSA)

    William Andexler is a transportation consultant at North Coast Shared Services Alliance (NCSSA), a division of the Educational Service Center of Northeast Ohio. He has more than 25 years of experience in school transportation. His primary areas of expertise include ensuring transportation compliance, optimizing efficiency, managing routes, generating reports, and maintaining a fleet, all while prioritizing student safety.


    Joyce Dicks

    Food Service Coordinator, Youngstown City Schools

    Tascin Brooks

    Food Service Director, Youngstown City Schools

  • Contains 2 Component(s) Includes a Live In-Person Event on 07/23/2025 at 8:00 AM (EDT)

    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or all types of business officials seeking to better understand the role of HR. The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, separation from employment, negotiations, workers compensation, employee retirement and personal savings plans, and benefits.

    Date: 07/23-24/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $200 (Member) / $400 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or all types of business officials seeking to better understand the role of HR.  The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, separation from employment, negotiations, workers compensation, employee retirement and personal savings plans, and benefits.

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

    Agenda - Day 1

    8:30 a.m. 
    Module 1: Hiring Basics:  Recruiting Methods, Job Descriptions and Application Forms, Interviewing, Reference Checks, Offer of Employment
    Megan Greulich, Partner, Weston Hurd LLP

    Standards: 1.1, 2.4; 4.2-4.3; 5.1-5.3

    10:00 p.m. 
    Break

    10:15 a.m.  
    Module 2: Compensation and Employment Laws: Civil Service, Types of Employment Contracts, and Bargaining v. Non-Bargaining Unit, Employment Contracts/Board Agendas-What Should Be On Them, Personnel Files, and Records Retention
    Erin Wessendorf-Wortman, Attorney, Ennis Britton
    Dustin Koslen, Associate Attorney, Ennis Britton

    Standards: 1.1, 2.1, 2.4; 4.1-4.3; 5.1-5.3

    11:45 a.m.
    Lunch 

    12:30 p.m. 
    Module 2: Compensation and Employment Laws: Teacher Compensation and Salary Schedules, and Negotiations: Preparing for the Negotiating Table, Process and Communications
    Donna Andrew, Partner, Pepple & Waggoner 
    Hugh Garside, Treasurer/CFO, Southwestern City Schools

    Standards: 1.1, 2.1, 2.4; 4.1-4.3; 5.1-5.3

    2:00 p.m. 
    Break 

    2:15 p.m.   
    Module 3: Employment Laws and Leave Provisions
    Izaak Orlansky, Attorney, Bricker Graydon LLP

    Standards: 1.1-1.2; 2.4; 4.2-4.3; 5.2-5.3

    3:45 p.m. 
    Adjourn


    Day 2

    8:30 a.m.  
    Module 4: Evaluation Training, Performance Evaluation Criteria, Effective Conveyance and Evaluation Requirements, Compensation Systems/Merit Pay 
    Izaak Orlansky, Attorney, Bricker Graydon LLP

    Standards: 1.2, 1.4, 2.4, 4.2, 5.3

    10:00 a.m.
    Break  

    10:15  a.m.
    Module 5: Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation, Separation from Employment
    Izaak Orlansky, Attorney, Bricker Graydon LLP

    Standards: 1.2, 2.4; 4.2-4.3; 5.3

    11:45 a.m.
    Lunch

    12:30 p.m. 
    Module 6: Workers Compensation & Unemployment
    Joe Miller, Account Executive, Sedgwick 
    Pam Aulby, Hearing Consultant, Sedgwick

    Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3

    1:30 p.m.
    Break

    1:45 p.m.
    Module 6: 403(b), 457 Plans, HSA’s, Section 125, and Voluntary Benefits
    Teresa Vondrak, Regional Vice President, Tax Exempt Markets, VOYA 
    Lisa Stevens, Account Development Executive, American Fidelity

    Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3         

    3:00 p.m.
    Break

    3:15 p.m.
    Module 6: Employee Benefits

    Cheryl Mueller, President and Managing Principal, HORAN 
    Kathryn Williams, Business Development Representative, HORAN

    Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3

    4:15 p.m. 
    Adjourn

    Megan Greulich

    Partner, Weston Hurd LLP

    Megan is a partner with Weston Hurd in the Education and Labor & Employment groups located in Columbus, Ohio. She focuses her practice on providing general counsel to public school districts in board governance, personnel, and student matters. Megan advises education law clients on complex issues including discipline, due process, public records, Title IX, board policies and procedures, collective bargaining, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review, negotiation, and interpretation and enforcement of collective bargaining agreements. Megan has successfully represented clients in arbitrations and in unfair labor practice charges before the State Employment Relations Board (SERB). Megan has represented clients before the U.S. Department of Education office for civil rights in matters involving claims of discrimination involving students, and has defended employers against complaints of discrimination filed with the U.S. Equal Employment Opportunity Commission (EEOC) and the Ohio Civil Rights Commission (OCRC). Megan frequently provides training to clients on a variety of employment and education related matters including human resources, Title IX, board governance, sunshine laws, and personnel-related matters.

    Erin Wessendorf-Wortman

    Attorney, Ennis Britton Co., LPA

    Ms. Wessendorf-Wortman is a shareholder with the firm. She advises clients on a variety of educational law matters including labor and employment issues, student discipline and rights, special education and 504 matters, relationships with school resource officers, serving transgender students, employee misconduct and investigations, booster matters, and general school law practice. She is a member of the firm’s Special Education and Workers’ Compensation Practice Teams. Ms. Wessendorf-Wortman has served as a lead negotiator in bargaining and defended boards of education in arbitration, court cases, special education mediation, and due process hearings. She has represented school boards before a variety of federal and state administrative agencies, including the Ohio Civil Rights Commission, the State Employment Relations Board, the Internal Revenue Service, the U.S. Equal Employment Opportunity Commission, and the U.S. Department of Education Office for Civil Rights.

    Ms. Wessendorf-Wortman is a frequent presenter at professional conferences, and at administrator and staff in-service trainings on a variety of topics including annual legal updates, professional ethics and codes of conduct, implicit bias, relationships with school resource officers, managing booster groups, serving students with disabilities, employee leave matters, and handling employee misconduct.

    Dustin Koslen

    Associate Attorney, Ennis Britton Co., LPA

    Dustin Koslen is an Associate Attorney who focuses his practice on providing legal counsel to school districts as a member of the Special Education, Labor and Employment, and Workers’ Compensation practice groups.

    Before joining Ennis Britton, Dustin served as an Associate Attorney at Cuddy Law Firm, PLLC, in New York and Ohio, particularly in disability and education law. He also held clerkships with Eadie Hill Trial Lawyers and Albeit Weiker, LLP, where he worked with the litigation, policy development, and nonprofit management practices.

    Dustin received his J.D. from The Ohio State University Moritz College of Law, where he served as Managing Editor of the Ohio State Journal of Criminal Law and held leadership roles in the Education Law Society and Jewish Law Students Association. He received his B.A. in Public Policy Analysis from The Ohio State University

    Donna Andrew

    Partner, Pepple & Waggoner

    Donna Andrew has represented school boards as a labor negotiator in both teaching and nonteaching collective bargaining since 1999. Donna assists school boards in complex discipline investigations and termination matters, including related litigation. Donna also has extensive experience in all administrative levels of workers’ compensation and unemployment matters, including assisting school boards in implementing strategies to lower workers’ compensation premiums.

    Donna also advises school boards in general school law matters, including defending school boards against discrimination claims in a variety of forums and in special education matters. Donna’s practice also includes providing in-service workshops and presentations to help prevent costly legal issues before they occur.

    Hugh Garside

    Treasurer/CFO, Southwestern City Schools

    Hugh Garside is the Treasurer for the South-Western City School District located in the southwest quadrant of Franklin County.  The District is the 6th largest school district in the State of Ohio serving roughly 21,800 students housed in 31 school buildings.  Mr. Garside has served as Treasurer of the South-Western City School District for a total of 21 years and has been a part of constructing 27 new buildings over the course of his career in the District.  Mr. Garside also served as Treasurer of the Logan Elm Local Schools for 5 years, as the Executive Director of Budget and Fiscal Management for the Columbus City Schools for 3 years, and served on the School Employees Retirement System Board of Trustees for 6 years.

    Izaak Orlansky

    Attorney, Bricker Graydon LLP

    Izaak Orlansky is an education attorney, with specific focus on K-12 law. His practice covers labor and employment issues including collective bargaining, grievance arbitration, employee discipline, educator hiring and evaluation, as well as harassment, discrimination and misconduct investigations.

    Previously, Izaak served as Chief of Staff for the Office of Teacher Recruitment and Quality in the nation’s largest school district, the New York City Department of Education. For nearly a decade he managed and oversaw policies and programs focused on access to high-quality educators. His experience also includes an internship with the National Labor Relations Board’s Region 22 in Newark, New Jersey. Izaak began his career as a middle school teacher in The Bronx, New York, where he taught fifth and sixth grade English language arts and social studies.

    Joe Miller

    Account Executive, Sedgwick

    Joe Miller is an Account Executive at Sedgwick with over 20 years of experience in workers’ compensation program administration as well as risk and absence management.  He specializes in consulting with both private and public employers to effectively manage their workers’ compensation policies and claims.  He is a graduate of Ohio University with a bachelor’s degree in Organizational Communications and is currently pursuing his ARM designation.    

    Pamela Aulby

    Hearing Consultant, Sedgwick

    Pamela has more than 33 years of experience in unemployment and workers’ compensation. Pam has been with Sedgwick since 2004 and has been a Hearing Consultant for both unemployment and workers’ compensation. Pam is well versed in the unemployment hearing process, witness preparation and representing employers in all states. Over her career, Pam held such roles as claims examiner, hearing representative, account executive and manager. 

    Teresa Vondrak

    Regional Vice President, Tax Exempt Markets, VOYA

    Lisa Stevens

    Account Development Executive, American Fidelity

    Lisa Stevens serves as an Account Development Executive at American Fidelity. She brings more than a decade of experience serving solely the education community.

    In her role, Lisa works closely with school districts in Ohio to help develop employee benefit plans that meet their needs. She often speaks locally and nationally to associations, business managers, and superintendents on topics such as Section 125 Plan, & Other IRS Compliance, Properly Utilizing Reimbursement Accounts (HSAs, HRAs, FSAs), and Creative Strategies for Insurance Benefits. Lisa is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier.  

    Having been nominated by her company for six consecutive years as Account Development Executive of the year, you can be assured that Lisa is a trusted resource for you and your school district.

    Cheryl Mueller

    President & Managing Principal, Hub Heartland | HORAN

    Cheryl Mueller, President and Managing Principal for the Columbus and Dayton regions, is focused on growth and connecting clients to powerful resources. She is committed to strategically ensuring our clients are supported with unmatched guidance and care for the journey towards prosperity and satisfaction. Involved in health care since 2001, and utilizing knowledge from various roles, Cheryl provides insight to the overall planning involved in delivering a well-designed benefits package. She frequently speaks on topics that promote employer/employee engagement to drive health care decisions. Cheryl has dedicated the last 15 years to continual study of the evolving health care landscape. Her work in different markets has created valuable insight for clients and positions HORAN for tremendous growth.

    Kathryn Williams

    Business Development Representative, HUB

    Kathryn helps to design benefit packages that create equitable strategies for both employers and employees while enhancing employee retention and recruitment as well as containing long-term cost increases.

    The core values and culture of HUB I HORAN mirror those to which Kathryn strives to adhere. 

    Her dedication and drive makes a difference by enabling HUB I HORAN to stay ahead of employee benefit trends.

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/22/2025 at 12:00 PM (EDT)

    Learn how Dependent Verification Reviews (DVRs) can improve compliance and reduce health plan costs in your district. Featuring insights from Melissa Swearingen, CFO of Hilliard City Schools, who will share her real-world experience and practical tips for successful implementation.

    Date: 07/22/2025

    Location: Online via Zoom

    Fee: $0 (Member) / $55 (Non-Member)


    Join us as Lisa Stevens, American Fidelity, will present an informative session on the value and process of conducting Dependent Verification Reviews (DVRs). We’ll explore how DVRs help ensure only eligible dependents are covered under your health plan, reduce unnecessary costs, and improve compliance with many districts mandating this as a best practice every 2–3 years.

    You’ll hear directly from Melissa Swearingen, CFO of Hilliard City Schools, as she shares her district’s experience conducting a DVR, including what worked, key takeaways, and tips for successful implementation.

    Lisa Stevens

    Account Development Executive, American Fidelity

    Lisa Stevens serves as an Account Development Executive at American Fidelity. She brings more than a decade of experience serving solely the education community.

    In her role, Lisa works closely with school districts in Ohio to help develop employee benefit plans that meet their needs. She often speaks locally and nationally to associations, business managers, and superintendents on topics such as Section 125 Plan, & Other IRS Compliance, Properly Utilizing Reimbursement Accounts (HSAs, HRAs, FSAs), and Creative Strategies for Insurance Benefits. Lisa is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier.  

    Having been nominated by her company for six consecutive years as Account Development Executive of the year, you can be assured that Lisa is a trusted resource for you and your school district.

    Melissa Swearingen

    Treasurer/CFO, Hilliard City SD

    Melissa earned her bachelor’s degree in Accounting from The Ohio State University and her MBA from Otterbein University. She has also earned her SFO Certification from ASBO and the CPFO certification from GFOA.  She serves as Treasurer/CFO of Hilliard City SD; previously served as the Treasurer/CFO of Delaware City Schools and has prior experience as an assistant treasurer and auditor.  Melissa is an OASBO member and a Past President. 

  • Contains 2 Component(s) Includes a Live In-Person Event on 07/09/2025 at 8:00 AM (EDT)

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five-year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five-year forecast.

    Date: 07/09-10/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $200 (Member) / $400 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five-year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five-year forecast.

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

    Agenda - Day 1

    9:00 a.m.
    Module 1: Appropriations & Budgeting (CPIM Approved)
    Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    10:00 a.m.
    Break
     
    10:15 a.m. 
    Module 2: Introduction to Forecasting; and Module 3 - Enrollment Projections (CPIM Approved)
    Rebecca Jenkins, Treasurer/CFO, New Albany-Plain Local Schools; OASBO Past President
    Kristine Blind, Treasurer/CFO, London City Schools

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    11:30 a.m.
    Lunch

    12:15 p.m.
    Module 4.1: Forecasting Revenues - Local Property and Income Taxes (CPIM Approved)
    Meghan Sullivan-Homsher, Consultant, Frontline Education
    Stacy Overly, Consultant, Frontline Education

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3  

    1:45 p.m.
    Break

    2:00 p.m.
    Module 4.2: Forecasting Revenue - Calculating & Projecting the Components of State Aid (CPIM Approved)
    Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President and Retired Treasurer 

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    3:45 p.m.
    Adjourn 


    Day 2

    8:00 a.m.
    Module 5.1: Forecasting Expenditures - Salaries and Wages; and Module 5.2: Forecasting Expenditures - Retirement and Insurance Benefits (CPIM Approved) 
    Ryan Ghizzoni, National Senior Manager of Business Analytics, Frontline Education; OASBO Past President

    10:15 a.m.
    Break

    10:30 a.m.
    Module 5.3: Forecasting Expenditures - Other Expenditures (CPIM Approved) 
    Adam Zink, Treasurer, Lakota Local SD (Liberty Twp.)

    11:15 a.m. 
    Break

    11:30 a.m.
    Module 4.3: Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.); and
    Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Approved) 
    Ryan Ghizzoni, National Senior Manager of Business Analytics, Frontline Education; OASBO Past President

    12:30 p.m. 
    Lunch

    1:15 p.m.
    Module 6: Fiscal Caution, Watch and Emergency (CPIM Approved)
    Kim Richard, Assistant Administrator, Financial Analysis and Fiscal Oversight, Ohio Department of Education & Workforce
    Craig Yaniglos, Treasurer/CFO, Brecksville-Broadview Heights Schools
    Chris Wright, Fiscal Consultant, Ohio Department of Education & Workforce
    Dorthy Pietrykowski, Fiscal Consultant, Ohio Department of Education & Workforce

    2:15 p.m.
    Break

    2:30 p.m.
    Module 7: Analytics (CPIM Approved) 
    Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Local Schools 
    Jeff Dornbusch, Treasurer/CFO, Port Clinton City Schools

    3:30 p.m. 
    Adjourn

    Ryan Pendleton

    Executive Director, Shared Service Alliance (SSA)

    Ryan Pendleton is the Executive Director of the Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.

    Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

    Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

    Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.  

    Jenni Logan

    Treasurer/CFO, Sycamore Community City Schools

    Jenni Logan is the Treasurer/CFO of Sycamore Community City Schools. Prior to this, she was the treasurer/CFO at District Lakota Local School District January 2011 to August 2022.  Before that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

      

    Rebecca Jenkins

    Treasurer/CFO, New Albany-Plain Local Schools

    Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for ten+ years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

    During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

    Kristine Blind

    Treasurer/CFO, London City Schools

    Kristine Blind is the CFO/Treasurer for the London City School District in Madison County. She previously held this position from August 2011 through August 2017 before leaving for the same position with Gahanna-Jefferson Local Schools.

    Kristine has been involved in school finance since 1996, beginning as a support staff member in Washington County. She has held several positions throughout her career before becoming a Treasurer in 2009. As a long-time OASBO member, Kristine has participated in numerous committees and serves as a seminar director, mentor as well as frequent presenter.

    Meghan Sullivan Homsher

    Senior Analytics Advisor, Frontline Education

    Meghan Sullivan-Homsher joined Frontline Education on Feb. 1, 2022. She was previously with the Ohio Department of Taxation and has been a great resource to Ohio schools.  Meghan had been with the Tax Analysis Division of ODT since 2005.  Her responsibilities have included providing analysis of proposed legislation and contributing to department publications.  Meghan’s specific areas of interest include property tax, school district income tax, and state/local revenue sharing. 

    Stacy Overly

    Senior Analytics Advisor, Frontline Education

    Stacy Overly provides direct financial services to clients. He has over 30 years of experience serving as school district treasurer, including 25 plus years of developing financial forecasting tools, and providing instruction and training opportunities attended and used by over two hundred of Ohio’s public school treasurers. Stacy works with clients to analyze trends and review local economic data to help determine a long-term operating strategy for the organization.  He holds his Master of Business Administration and his Bachelor of Business Administration in Finance from Ohio University.

    Chris Mohr

    K12 Business Consulting, Inc., OASBO Past President and Retired Treasurer

    Chris has over 38 years of proven successful governmental finance and management experience and is a licensed school treasurer, business manager, and holds an Ohio Health, Life and Variable Annuity license. He began his career at the Ohio Auditor of State's Office as an examiner and field audit supervisor leaving that position to become Treasurer/CFO and Executive Director of Business Affairs of public school system in 1984. He has served district from $30 million to $200 million in budget and has managed both CFO and Director of Business Affairs simultaneously in Dublin and Springfield CSD. Chris has received many awards during his career including Ohio School Treasurer of the Year, Ohio School Business Manager of the Year and the Virginia Ramsay Award for Distinguished Service to the profession. He brings considerable expertise to school clients in five year forecast assistance in areas of modeling, projecting and presentation; levy analysis; school comparison studies; efficiency reviews; budget preparation and monthly financial report preparation; superintendent and treasurer executive recruiting; mentoring for school business officials, and strategic planning.

    Chris earned a MBA majoring in finance and administration, along with a BS in accounting from Miami University of Ohio, and an AS in business administration from Edison State College. He also holds a designation of Registered School Business Administrator and holds the Ohio Financial Accountability Certificate issued by the auditor of state's office. 

    Ryan Ghizzoni

    National Senior Manager of Business Analytics, Frontline Education

    Ryan Ghizzoni, National Senior Manager of Business Analytics, began his career in finance at the Auditor of State’s Office, and served over 15 years as a school district treasurer before switching to the private sector to provide solutions and support on a larger scale.  During his CFO career, he has been the recipient of several ‘Association of School Business Officials’ International Meritorious Budget Awards and was the recipient of the ‘Ohio Association of School Business Officials’ 2011 Outstanding Treasurer of the Year Award. Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.


    Adam Zink

    Treasurer/CFO, Lakota Local SD (Liberty Township)

    Adam Zink is currently the Treasurer/CFO at Lakota Local Schools in Butler County. Prior to his current position he served as the Assistant Treasurer at Lakota for six years. Mr. Zink also served as Treasurer/CFO at Hillsboro City Schools, and Ripley Union Lewis Huntington Local School District. He is the past-president of the Ohio Valley OASBO chapter. Adam also works as a Consultant with K-12 Business Consulting assisting treasurers with development of the five-year forecast, negotiation models, and other fiscal reporting.

    Kimberly Schurr Richard

    Assistant Administrator - Financial Analysis and Fiscal Oversight, Department of Education & Workforce

    Since 2016, Kim has served at the Department of Education & Workforce (previously Ohio Department of Education), as the assistant administrator of the Office of Financial Analysis & Oversight which manages school district bond finance related approvals, performs five-year forecast examinations, provides technical assistance to school districts projecting potential deficits and administers fiscal oversight of school districts in fiscal caution, fiscal watch, and fiscal emergency. Kim is a licensed treasurer and business manager with over twenty years of budget and financial management experience in both the profit and non-profit business sectors. 

    Craig Yaniglos

    Treasurer, Brecksville-Broadview Heights SD

    Craig Yaniglos began his career as a Treasurer/CFO in 2017 at Brookfield Local School District (BLSD), and briefly the Treasurer/CFO of BLSD and Niles City Schools (2019) before accepting his current position at Brecksville-Broadview Heights CSD.  Craig's career began by inheriting a district under the fiscal emergency designation for 4 years and quickly turned the district around in 10 months to remove its emergency designation.  He was later asked to perform shared services with Niles City Schools, which was under fiscal emergency designation for a little over a year, and began the process of restoring fiscal integrity.  Shortly after undertaking two districts though, Craig was recruited and hired by Brecksville-Broadview Heights CSD in February of 2020 where he is currently the Treasurer/CFO.

    Christopher Wright

    Fiscal Consultant, Ohio Department of Education & Workforce

    Dorthy Pietrykowski

    Fiscal Consultant, Department of Education & Workforce

    After 31 years as Treasurer/CFO of NwOESC, Dorthy joined the Department of Education & Workforce (previously Ohio Department of Education), as a fiscal consultant in 2016. She uses her experience as a treasurer to provide technical assistance to school districts experiencing fiscal distress, including districts in fiscal caution, watch and emergency. She was granted the Virginia Ramsey Service Award for chapter, committee, and local efforts.

    Cajon Keeton

    Treasurer/CFO, Benton Carroll Salem Local SD

    Cajon Keeton is the Treasurer for the Benton-Carroll-Salem School District in Northwest Ohio. Prior to becoming a Treasurer, Cajon spent 5 years in the classroom as a business and technology teacher. He has a passion for school finance, as well as teaching and learning. 

    Mr. Keeton holds a B.A. in Education (Bowling Green State University) and a M.A. in Educational Administration (Tiffin University).

    Jeff Dornbusch

    Treasurer/CFO, Port Clinton City Schools

    Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio. He also serves on his local school board as well as a member of the board of directors for his local community hospital.

    Prior to becoming a Treasurer Jeff spent 15 years in the private sector as a corporate controller.  He also has a business education teacher license and holds a Master’s degree in Educational Administration.

    Jeff also runs Golden Gate Financial Services, LLC which provide financial consultations to public schools in Ohio.

  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 06/25/2025 at 12:00 PM (EDT)

    This comprehensive webinar is designed to guide participants through the entire process of completing the T-2 report, due on August 31st. Attendees will learn where to access the necessary materials and gain a thorough understanding of how to gather and enter the required data into a ODEW safe account. By adhering to the methods taught in this session, participants will be well-prepared to successfully pass a state audit. This webinar is ideal for professionals seeking to ensure compliance and accuracy in their T-2 reporting.

    Date: 06/25/2025

    Location: Online via Zoom

    Fee: $0 (Member) / $55 (Non-Member)


    This comprehensive webinar is designed to guide participants through the entire process of completing the T-2 report, due on August 31st. Attendees will learn where to access the necessary materials and gain a thorough understanding of how to gather and enter the required data into a ODEW safe account. By adhering to the methods taught in this session, participants will be well-prepared to successfully pass a state audit. This webinar is ideal for professionals seeking to ensure compliance and accuracy in their T-2 reporting.

    William Andexler

    Transportation Consultant, Shared Services Alliance (SSA)

    William Andexler is a transportation consultant at North Coast Shared Services Alliance (NCSSA), a division of the Educational Service Center of Northeast Ohio. He has more than 25 years of experience in school transportation. His primary areas of expertise include ensuring transportation compliance, optimizing efficiency, managing routes, generating reports, and maintaining a fleet, all while prioritizing student safety.


    Jennifer Sudhoff

    Fiscal Operations Coordinator, Shared Services Alliance (SSA)

    Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

  • Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 06/17/2025 at 8:00 AM (EDT)

    A course for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.

    Date: 06/17-18/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $200 (Member) / $400 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

    Agenda - Day 1

    8:00 a.m.
    Module 1: History of School Funding in Ohio 
    Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)

    9:00 a.m.
    Break

    9:15 a.m.
    Module 2: State Funding
    (Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)
    Elena Sanders, Senior Financial Manager; Office of Budget and School Funding, Ohio Department of Education & Workforce

    Standards: 1.2, 1.5; 2.3; 4.1; 5.3

    10:30 a.m. 
    Break

    10:45 a.m.
    Module 3: EMIS (Why Data counts, compiling, validating, reporting, certifying district data) (CPIM Approved)
    Elizabeth Davis, EMIS Assistant Manager, Meta Solutions

    Standards: 1.2; 5.1-5.3

    11:45 a.m. 
    Lunch

    12:30 p.m.
    Module 4: Why Kids Count (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More) (CPIM Approved)
    Leanne Sidley, Area Coordinator; Region 8, Ohio Department of Education & Workforce

    1:30 p.m.
    Break

    1:45 p.m.
    Module 5: Grant Accounting & Management (State/Federal Grants, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs) (CPIM Approved)
    Brian Jones, CFO, Ohio Department of Education & Workforce
    TJ Cusick, Treasurer/CFO, Worthington City Schools

    3:15 p.m. 
    Adjourn


    Day 2

    8:00 a.m.
    Module 6: Local Taxation - Property Taxes and Millage Rates
    (Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations) (CPIM Approved)
    Meghan Sullivan-Homsher, Consultant, Frontline Education
    Stacy Overly, Consultant, Frontline Education

    Standards: 1.1, 1.3-1.6; 2.1-2.4; 3.1-3.2; 4.1-4.3; 5.3

    9:45 a.m.
    Break

    10:00 a.m.
    Module 7: Impacts on Local Tax Revenue
    (Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives) (CPIM Approved)
    David Seed, Partner, Brindza McIntyre & Seed LLP

    Standards: 1.1-1.5; 2.1, 2.4; 4.1-4.3; 5.3

    11:00 a.m.
    Break

    11:15 a.m.
    Module 8: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 2 (CPIM Approved)
    Matt Stout, Partner, Bricker Graydon LLP
    Zach Logan, Director, Bradley Payne Advisors
    Patrick King, Managing Director, Stifel

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    12:30 p.m.
    Lunch

    1:15 p.m.
    Module 8: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 1 (CPIM Approved)
    Matt Stout, Partner, Bricker Graydon LLP
    Zach Logan, Director, Bradley Payne Advisors
    Patrick King, Managing Director, Stifel

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    2:00 p.m.
    Break

    2:15 p.m.  
    Module 9: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency (CPIM Approved)
    Jeremy Buskirk, Senior Manager, Baker Tilly Municipal Advisors, LLC

    3:15 p.m.
    Break

    3:30 p.m.
    Module 9: Annual Audits (CPIM Approved)
    Jim Rader, Chief Auditor, Ohio Auditor of State's Office
    Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
        
    4:30 p.m.
    Adjourn

    Ryan Pendleton

    Executive Director, Shared Service Alliance (SSA)

    Ryan Pendleton is the Executive Director of the Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.

    Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

    Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

    Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.  

    Elena Sanders

    Senior Financial Manager, Office of Budget and School Funding, Ohio Department of Education & Workforce

    Elena Sanders is a Senior Financial Manager at the Ohio Department of Education and Workforce (ODEW) Office of Budget and School Funding, where she oversees the state foundation funding and other state funding programs. Prior to coming to that office, she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and master’s degree in educational administration and supervision. Elena is the captain of the USTA 3.0 tennis team and this year the team advanced into the districts to compete in Cincinnati.

    Elizabeth Davis

    EMIS Assistant Manager, Meta Solutions

    Leanne Sidley

    Area Coordinator, Region 8, Department of Education & Workforce

    Leanne Ashby-Sidley is an Area Coordinator for the Department of Education & Workforce (previously Ohio Department of Education) Center for Advancing Professional Supports in the office of Field Services.  She has been with the Department for over 15 years serving the State’s Region 8 of Lake, Geauga, Ashtabula, Trumbull, Mahoning, Portage and Summit counties.  Prior to becoming an Area Coordinator Leanne was a District Treasurer for 8 years, a corporate accountant and worked in banking.  

    Brian Jones

    CFO, Office of Fiscal, Ohio Department of Education & Workforce

    Brian currently serves as the Chief Financial Officer (CFO) of the Ohio Department of Education and Workforce. Brian has a quarter century of senior leadership experience in Ohio’s state education agency guiding its fiscal and grant responsibilities.

    Leading Ohio’s education agency team on grant and fiscal mandates for nearly two decades, Brian guides a large team with a multi-billion dollar portfolio of fiscal oversight mandates. Those mandates encompass federal financial compliance, internal control structure, risk assessment and subrecipient monitoring for the agency.

    Prior to joining the state education agency, Brian served as an Audit Supervisor with both the Auditor of State (AoS) and the Ohio Department of Development.  During his tenure with the AoS, he led the agency’s auditing responsibilities of the Department Human Services at both the state and county levels.  While with the Department of Development, he was responsible for financial/programmatic compliance audits and technical assistance to numerous cities, counties and not-for-profits.

    Brian is seen as a national leader in education fiscal policy, and he has presented at both state and national level conferences on both fiscal management and auditing in the education environment. 

    TJ Cusick

    Treasurer/CFO, Worthington City Schools

    TJ Cusick is the Treasurer for Worthington City School District. He has been with Worthington for 17 years and worked for a regional CPA firm prior to coming to Worthington. He is responsible for the day to day operations of the District, including budgeting, payroll and investment management. He is a licensed CPA in the state of Ohio, was an elected school representative for the Ohio GFOA, and recipient of the 2016 OASBO distinguished service award for his service providing continuing education for its members. He is originally from Steubenville, Ohio, married to Stacey, with one son and a killer pug.

    Meghan Sullivan Homsher

    Senior Analytics Advisor, Frontline Education

    Meghan Sullivan-Homsher joined Frontline Education on Feb. 1, 2022. She was previously with the Ohio Department of Taxation and has been a great resource to Ohio schools.  Meghan had been with the Tax Analysis Division of ODT since 2005.  Her responsibilities have included providing analysis of proposed legislation and contributing to department publications.  Meghan’s specific areas of interest include property tax, school district income tax, and state/local revenue sharing. 

    Stacy Overly

    Senior Analytics Advisor, Frontline Education

    Stacy Overly provides direct financial services to clients. He has over 30 years of experience serving as school district treasurer, including 25 plus years of developing financial forecasting tools, and providing instruction and training opportunities attended and used by over two hundred of Ohio’s public school treasurers. Stacy works with clients to analyze trends and review local economic data to help determine a long-term operating strategy for the organization.  He holds his Master of Business Administration and his Bachelor of Business Administration in Finance from Ohio University.

    David Seed

    Partner, Brindza McIntyre & Seed LLP

    Mr. Seed devotes his practice to state and local taxation through the representation of boards of education in school finance matters, including tax valuation and classification, tax incentives, tax levy issues, and general financial issues. Mr. Seed practices extensively in administrative proceedings and litigation before county boards of revision, the State of Ohio Department of Taxation, the Ohio Board of Tax Appeals, courts of common pleas, courts of appeal, and the Ohio Supreme Court in real estate tax valuation and exemption matters. 

    Matt Stout

    Partner, Bricker Graydon LLP

    Matt Stout is a partner in Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

    Zach Logan

    Director, Bradley Payne Advisors

    Mr. Logan joined Bradley Payne Advisors in January 2019, bringing over 14 years of investment banking experience at firms including Ross, Sinclaire & Associates, RBC Capital Markets, and Seasongood & Mayer. He has structured over $5 billion in debt financings for a broad range of public and private clients, including governments, schools, universities, utilities, and healthcare institutions. A Registered Municipal Advisor with the MSRB and SEC, he holds a Series 50 license. Mr. Logan earned a BBA from the University of Cincinnati’s Carl H. Lindner Honors-PLUS Program, concentrating in Finance and Accounting. Earlier in his career, he spent four years in portfolio management at Johnson Investment Counsel.

    Patrick King

    Managing Director, STIFEL

    Patrick King joined Stifel in April 2009 after entering the public finance business in 2001 and has worked on hundreds of financings with a par amount of more than $4 billion. Mr. King’s experience includes financings for cities, school districts, libraries, counties, special districts, authorities, and park districts in Ohio. Mr. King received a Masters of Public Administration from John Glenn Institute at The Ohio State University and a Bachelors of Arts from the University of Dayton. He maintains Series 7 and 53 licenses. Mr. King is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, the Columbus Metropolitan Library’s Friends of the Library, and the Hospital Commission of Franklin County.

    Jeremy Buskirk

    Senior Manager, Baker Tilly Municipal Advisors, LLC

    Jeremy is a senior manager with the Ohio team of Baker Tilly Municipal Advisors. He has over 15 years of Ohio school experience, serving as treasurer/CFO and other administrative roles, as well as experience performing financial and compliance audits for government entities. During his time with both Baker Tilly and school districts, he has participated in numerous bond and note issuances.

    Jeremy received his B.A. from Spring Arbor Universityin 2005 and his Masters of Business Administration from Mount Vernon NazareneUniversity in 2009.

    Jeremy is also active in his community as a member ofthe board of directors for the Big Walnut Chamber of Commerce.

    Jim Rader

    Assistant Chief Auditor, Office of Ohio Auditor of State

    James Rader is an Assistant Chief Auditor with the Ohio Auditor of State’s Central Region.  He has a bachelor’s degree in Accounting from Ashland University and has been with the State Auditor’s Office since 2000.  He currently is one of three chiefs that oversee the 15 counties in Central Ohio covered by the Central Region. 

    Andrew Pizzulo

    Financial Operations Coordinator, Shared Services Alliance (SSA)

    Andrew recently started as the Financial Operations Coordinator at SSA in November of 2022.  Prior to that he was the ESSER Coordinator for Akron Public Schools, responsible for the planning and usage of nearly $150 million in ESSER money.  He provided the oversight of the ESSER funds to ensure they were used equitably for all students. 

  • Contains 14 Component(s), Includes Credits

    A course for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce Approved Pathway 3, or for all types of business officials. This course will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, reconciliation, cash flow, and investments.

    Date: 06/04-05/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

    Fee: $200 (Member) / $400 (Non-Member)

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce Approved Pathway 3, or for all types of business officials. This course will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, reconciliation, cash flow, and investments.

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.


    Agenda - Day 1

    8:30 a.m.
    Program Orientation, Introductions, and Networking

    9:15 a.m.
    Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer
    Anne Arnold, Treasurer, Gibsonburg Exempted Village Schools
    Hollie Reedy, Attorney of Counsel, Ennis Britton Co., LPA 
    Matt Feasel, Treasurer/CFO, Bowling Green City Schools

    Standards: 1.1, 1.4, 4.1-4.3; 5.2-5.5

    10:45 a.m. 
    Break

    11:00 a.m. 
    Module 2: Governing Laws, Regulations and Policies (CPIM Approved)
    Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)
    Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 2.4, 5.3

    12:00 p.m.
    Lunch

    12:45 p.m.
    Module 2: Governing Laws, Regulations and Policies, continued (CPIM Approved)
    Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)
    Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 2.4, 5.3

    1:45 p.m.
    Break

    2:00 p.m.
    Module 7: Investment Basics (CPIM Approved)
    Joe Violand, Portfolio Manager, RedTree Investment Group

    3:00 p.m.
    Break

    3:15 p.m.
    Module 4: Fund Accounting & USAS Coding (CPIM Approved)
    Cindy Ritter, OASBO Past President and Retired Treasurer 
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 1.4, 5.3

    4:15 p.m.
    Adjourn


    Day 2

    8:30 a.m.
    Module 5: Purchasing  (CPIM Approved)

    Katie Johnson, Executive Director, OASBO
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 1.4, 5.3 

    9:45 a.m. 
    Break

    10:00 a.m. 
    Module 6: Booster/Support Organizations (CPIM Approved)   
    Matt Stout, Partner, Bricker Graydon LLP            
    Ryan Jenkins, Treasurer, Olentangy Local SD

    Standards: 1.2, 1.4, 5.3

    11:00 a.m. 
    Break

    11:15 a.m.
    Module 6: Student Activity Programs (CPIM Approved)
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 1.4, 5.3
       
    12:30 p.m.
    Lunch

    1:15 p.m.
    Module 7: Reconciliation and Cash Flow (CPIM Approved)
    Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
    Andy Geistfeld, Treasurer/CFO, Upper Arlington City Schools

    2:15 p.m.
    Break

    2:30 p.m.
    Module 3: Ethics (CPIM Approved)
    Katie Johnson, Executive Director, OASBO

    Standards: 5.1, 5.3     

    3:30 p.m.
    Adjourn

    Anne Arnold

    Treasurer/CFO, Gibsonburg EVSD

    Anne Arnold is Treasurer/CFO at Gibsonburg Exempted Village Schools in Sandusky County.   She oversees the financial operations of the district with a general fund budget of almost $11 million dollars.

    Before coming to Gibsonburg, Anne was the Treasurer/CFO at Edison Local School District in Milan and prior to that at Benton-Carroll-Salem in Oak Harbor. 

    Anne graduated from Bowling Green State University with a Bachelor of Science in Broadcast Journalism.  After a career in retail management, she decided to pursue public education and became the Accounts Payable Coordinator at Fremont City Schools.  While there, she obtained her School Treasurer’s License in May 2003. 

    Anne has been involved with OASBO for many years and has served on a number of committees, served as an officer for the Northwest Chapter and been a presenter at several professional development meetings.  She was also named Outstanding Treasurer/CFO of the Year for 2017. 

    Anne lives in Lindsey, Ohio with her husband and son.  In her spare time, she enjoys day trips with her family and friends and spending lots of time at the lake.

    Hollie Reedy

    Attorney Of Counsel, Ennis Britton Co., L.P.A.

    Prior to becoming an attorney with the firm, Ms. Reedy served as chief legal counsel of the Ohio School Boards Association. She brings her depth of experience in education law and knowledge as association counsel to provide comprehensive legal representation of public schools and nonprofit entities. Ms. Reedy’s work with boards of education includes drafting and negotiating vendor contracts, drafting policy, interpreting Ohio’s ethics laws, public records, litigation, and representing boards before federal, state, and local agencies. She has extensive publication and speaking credentials. She is trained in mediation. Ms. Reedy represents districts on a full spectrum of education law issues and is a member of the firm’s School Finance, Municipalities & Public Law, and Special Education Practice Teams.

    Matt Feasel

    Treasurer/CFO, Bowling Green City SD

    Matt Feasel has been facing the issues of school finance for over thirty-six (36) years now.  Currently he is serving as CFO/Treasurer of the Bowling Green City Schools.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City, Elmwood Local Schools, and Pike Delta York Local School District in Northwest Ohio.

    Matt has served as the OASBO President during the 1997-98 year.  He remains an active member of OASBO serving on several committees.   He’s a past board of education member serving eight (8) years as a member of the Elmwood Board of Education in Wood County.  He enjoys working with K-12 Business Consulting and school business professionals across the state, providing forecasting and treasurer search services.   Mentoring new treasurers and providing needed and necessary professional development have been a high priority for him his entire career.  He enjoys playing golf, traveling and spending time with his family and seven (7) grandchildren.   

    Ryan Pendleton

    Executive Director, Shared Service Alliance (SSA)

    Ryan Pendleton is the Executive Director of the Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.

    Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

    Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

    Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.  

    Andrew Pizzulo

    Financial Operations Coordinator, Shared Services Alliance (SSA)

    Andrew recently started as the Financial Operations Coordinator at SSA in November of 2022.  Prior to that he was the ESSER Coordinator for Akron Public Schools, responsible for the planning and usage of nearly $150 million in ESSER money.  He provided the oversight of the ESSER funds to ensure they were used equitably for all students. 

    Jennifer Bruns

    Treasurer/CFO, St Henry Consolidated Local SD

    Jennifer Bruns is the Chief Financial Officer of St. Henry Cons. LSD, where she has served since January 2016. Jennifer also serves as the Fiscal & Mentoring Specialist for Mercer County Educational Service Center. Jennifer began her School Finance career as the CFO of Riverside Local School District in Logan County. Prior to becoming a Treasurer/CFO, Jennifer worked for the Ohio Auditor of State. Jennifer has been a member of OASBO since 2012, has been very involved in the West Central Chapter, and currently serves on the OASBO Board of Directors as the Northwest Region Director. Jennifer also serves as the Chair of the OASBO Auditor of State Committee.

    Joe Violand, CFA

    Director & Portfolio Manager, RedTree Investment Group

    With many years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management.

    Much of his day-to-day involves working closely with current clients and fostering new relationships. His experience in portfolio management combined with the knowledge of relevant sections of Ohio Revised Code gives him the ability to serve RedTree’s clients to the fullest.

    Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his wife, Rachel, their daughter, Rosie, and two dogs, Overton and Sable. He enjoys spending time with friends and family, hiking, golfing, and when time allows, traveling the world.

    Cindy Ritter

    K12 Business Consulting, Inc.; OASBO Past President and Retired Treasurer

    Cynthia Ritter is a School Business Consultant with K-12 Business Consulting, Inc. and Grant Consultant to Envision Ed Plus. Cynthia has served as a consultant to Ohio Department of Education with the Academic Distress Commissions and Education Reform. She has over 32 years of successful leadership and management experience as treasurer/CFO for several school districts.

    She has been a member of the Education Standards Board Ohio Department of Education, OASBO Board President, served on the Auditor of State Regional Advisory Committee, Board member and treasurer of the Pickaway County Employees Benefit Program, speaker and presenter at numerous OSBA, BASA, OASBO and ASBO seminars.

    She has received many awards and recognitions including the Rich Unger Professionalism Award, Distinguished Service Award and was a Herb Brum Scholarship recipient.

    Katie Johnson, Esq.

    Executive Director, OASBO

    Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

    Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

    Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as past President of the Ohio Chapter of Women in Public Finance.

    Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

    Matt Stout

    Partner, Bricker Graydon LLP

    Matt Stout is a partner in Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

    Ryan Jenkins

    Treasurer/CFO, Olentangy Local SD

    Ryan Jenkins has been an Ohio school treasurer since 2007.  He currently serves as the Treasurer/CFO for the Olentangy Local Schools.  Ryan began his career in education over 25 years ago, and has also served as a high school math teacher, high school assistant principal and a middle school principal during his time in education.


    Andy Geistfeld

    Treasurer/CFO, Upper Arlington City Schools

    Andrew Geistfeld joined the Upper Arlington City Schools as Treasurer/Chief Finance Officer in November 2005. Prior to joining Upper Arlington, he was the Treasurer of the Olentangy Local School District in Delaware County. He has served in public school districts since 2001 in various capacities. Before working for public schools he worked in the private sector as a Senior Manager with the accounting firm, KPMG.

    Throughout his time in education, he has been committed to being a good steward of public funds. He is Past-President of the Ohio Association of School Business Officials (OASBO) and was named its 2022 Outstanding Treasurer of the Year. He is also a member in the Government Finance Officers Association.

    Geistfeld is a graduate of the Upper Arlington City Schools. He received a Master of Business Administration from Mount Vernon Nazarene University and a Bachelor of Science in Business Administration from The Ohio State University. He also is a certified public accountant.

  • Contains 21 Component(s)

    The Fundamentals of Payroll course is tailored specifically for professionals working within Ohio's public education system. This comprehensive course is designed to provide payroll specialists with the knowledge and skills necessary to excel in their roles. As the backbone of financial operations, payroll specialists play a crucial role in ensuring the accurate and timely compensation of staff, thereby supporting the overall functionality and integrity of the educational institution.

    Session Dates: 

    • May 15, 2025
    • May 22, 2025
    • May 29, 2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 

    Fee: $495 (Member) / $990 (Non-Member)

    Note: This course is limited to 65 attendees.

    The Fundamentals of Payroll course is tailored specifically for professionals working within Ohio's public education system. This comprehensive course is designed to provide payroll specialists with the knowledge and skills necessary to excel in their roles. As the backbone of financial operations, payroll specialists play a crucial role in ensuring the accurate and timely compensation of staff, thereby supporting the overall functionality and integrity of the educational institution.

    Agendas:

    May 15 - Session 1

    May 22 - Session 2

    May 29 - Session 3

    Christy Buller

    Assistant Treasurer, Payroll / Benefits, Eastern Local SD (Winchester)

    Christy Buller has served as the Assistant Treasurer at Eastern Local School District in Brown County for 14 years, with the last seven years dedicated to the fiscal department. In her current role, she is responsible for a variety of key tasks, including managing payroll processing, overseeing monthly and year-end reporting and reconciliation, and handling employee onboarding. Christy also plays a critical role in insurance enrollment and benefits, as well as managing payables. Additionally, she oversees the budgetary accounts for the district’s student activity departments, ensuring financial accuracy and accountability across the board.

    Lindsay Moody

    Payroll Supervisor, Springfield City SD

    Lindsay Moody is a seasoned payroll professional with 22 years in public education (GO WILDCATS) and 6 years in the private sector.  Her expertise includes compensation analysis, navigating labor laws and regulations, ensuring accurate tax filings, and minimizing compliance risks. Currently serving as the Supervisor of Payroll at Springfield City School District, she oversees an average annual payroll processing of 65 million dollars comprised of 1700 employees.  Lindsay holds a bachelor’s degree in Biology from Indiana University and a Certified Payroll Professional Certification from the American Payroll Association.  She is a member of SHRM, OASBO, and the Miami Valley Chapter of the American Payroll Association.

    Brittany Lee

    Assistant Treasurer, Warren Local SD

    Brittany has worked at Warren Local SD since February 2017 handling the payroll and benefits. Prior to Warren, Brittany worked at the County Auditor's office for 4 years processing invoices and disbursing the property taxes to the local entities.

    Brenda Core

    Treasurer, Northwest Ohio Area Computer Services Cooperative

    renda was employed by Northwest Ohio Area Computer Services Cooperative from 2009 – 2019 as a fiscal liaison supporting 54 school districts payroll and accounting software.  In 2012, she received her treasurer’s license and became treasurer of NOACSC.  She  went on to be treasurer of Spencerville Local Schools in 2019.  In 2022, she came back to NOACSC as NOACSC’s treasurer and fiscal lead.  She also has been a fiscal township officer for the past 11 years and owns 2 businesses, both which have been in business for over 25 years.   

    Rebecca Bunting

    Fiscal Support Specialist, Meta Solutions

    Becky Bunting is a Fiscal Support Specialist at META Solutions with experience in payroll processing and finance software support. She holds a School Treasurer's License and has a background in accounting, HR management, and business administration. Becky also has district-level payroll experience and supports finance software at an ITC, specializing in HR and payroll.

    Carolyn Giuffre

    Fiscal Support Specialist, Tri County Computer Service Association

    Currently serving as a Fiscal Services Support Specialist at Tri-County Computer Services Association, Carolyn Giuffre brings over 15 years of experience in financial management, system implementation, and process optimization within educational institutions.

    With a BS in Accounting/Business from Miami University and a current Ohio School Treasurer License, Carolyn Giuffre is a trusted financial leader, known for her ability to manage complex budgets, streamline processes, and build strong relationships with both internal and external stakeholders.

  • Contains 3 Component(s), Includes Credits Recorded On: 05/21/2025

    This program will discuss the various certificates of available funds for basic, qualifying, and continuing contracts, as well as strategies for using blanket and super blanket certificates.

    Date: 05/21/2025

    Location: Online via Zoom

    Fee: $0 (Member) / $55 (Non-Member)

    This program will discuss the various certificates of available funds for basic, qualifying, and continuing contracts, as well as strategies for using blanket and super blanket certificates.

    Key takeaways:

    • What certification is required for each contract.
    • What language is required for each certification and who needs to sign it.
    • When to use a blanket or super blanket certificate.


    Chris McCloskey

    Partner, Bricker Graydon LLP

    Chris McCloskey is chair of Bricker Graydon’s Public Sector industry group and is a partner in the Construction Law group. He focuses his practice on construction-related contracting and disputes, as well as general business and litigation. He is experienced in researching and drafting motions for construction lawsuits, preparing and reviewing construction contracts, construction claims, change orders, purchase orders, project analysis, mechanic's liens, bid strategy and project coordination. He represents school districts with all facets of their capital projects with the Ohio Facilities Construction Commission.