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  • Bootcamp 2021: Essentials of Human Resources

    Contains 14 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/22/2021 at 8:00 AM (EDT)

    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE 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, and separation from employment.

    Date: 7/22-23/2021
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440
     
    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE 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, and separation from employment.
     
     
    AGENDA
     
    Day 1
     
    8:00 a.m.
    Class Instructions and Introductions
     
    8:05 a.m. 
    Chapter 1: Recruiting Methods, Job Descriptions

    Megan Greulich, Walter Haverfield LLP 

     
    8:35 a.m.
    Chapter 1: Application Forms
    Megan Greulich, Walter Haverfield LLP 

     
    9:05 a.m.
    Break
     
    9:15 a.m.    
    Chapter 1: Interviewing, Reference Checks
     
    9:45 a.m.
    Chapter 1: Offer of Employment
     
    10:05 a.m. 
    Break
     
    10:15 a.m.  
    Chapter 2: Civil Service, Types of Employment Contracts, Bargaining v. Non-Bargaining Unit, Overview of Negotiations
    Kate Davis, Bricker & Eckler LLP 

     
    11:15 a.m. 
    Lunch
     
    12:15 p.m.
    Chapter 2: Teacher Compensation and Salary Schedules
    Kate Davis, Bricker & Eckler LLP 

     
    1:00 p.m.
    Chapter 2: Employment Contracts/Board Agendas-What Should Be On Them
    Jason Stuckey, Bricker & Eckler LLP 

     
    2:00 p.m. 
    Break
     
    2:10 p.m.
    Chapter 2: Personnel Files, Records Retention
    Jason Stuckey, Bricker & Eckler LLP 

     
    2:40 p.m.    
    Chapter 3: State and Federal Employment Laws
    Brad Bennett, Bricker & Eckler LLP 

     
    3:25 p.m.
    Break
     
    3:35 
    Chapter 3: Managing Employee Leave
    Brad Bennett, Bricker & Eckler LLP 

     
    4:20 p.m. 
    Adjourn
     
     
    Day 2
     
    8:00 a.m.  
    Chapter 3: Workers Compensation
    Tony Sharrock, Sedgwick

     
    8:25  a.m.
    Chapter 3: Unemployment Compensation
     
    8:45 a.m.
    Chapter 3: 403(b) and 457 Plans
    Terry Harrell, VOYA 

     
    9:15 a.m.
    Break
     
    9:25 a.m.
    Chapter 4: Evaluation Training, Performance Evaluation Criteria, Effective Conveyance
    Kate Davis, Bricker & Eckler LLP 

     
    10:10 a.m.
    Chapter 4: Evaluation Requirements
    Kate Davis, Bricker & Eckler LLP 

     
    10:45 a.m.
    Break
     
    10:55 a.m.
    Chapter 4: Compensation Systems/Merit Pay
    Jason Stuckey, Bricker & Eckler LLP 

     
    11:30 a.m.
    Chapter 5: Documentation Disciplinary Action
    Brad Bennett, Bricker & Eckler LLP 

     
    12:05 p.m.
    Lunch
     
    1:00 p.m.   
    Chapter 5: Progressive Discipline, Grievance Administration
    Brad Bennett, Bricker & Eckler LLP 

     
    1:20 p.m.
    Chapter 5: Past Practice, Union Representation
    Brad Bennett, Bricker & Eckler LLP 

     
    1:50 p.m.
    Break
     
    2:00 p.m.
    Chapter 6: Employee Separation, Resignation Letter, Retirement Letter
    Aaron Rothey, Bricker & Eckler LLP 

     
    3:00 p.m. 
    Break
     
    3:10 p.m.
    Chapter 6: Exit Interviews
    Aaron Rothey, Bricker & Eckler LLP 

     
    3:40 p.m.
    Chapter 6: Employee Benefits
    Aaron Rothey, Bricker & Eckler LLP 

     
    4:15 p.m. 
    Evaluations and Adjourn

    Megan Greulich

    Associate, Walter Haverfield

    Megan is an associate with Walter | Haverfield in the Education and Labor & Employment groups. She focuses her practice on providing general counsel to school districts in board governance, personnel, and student matters, including discipline, records, board policies and procedures, collective bargaining agreements, 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 and negotiation.

    Lisa Burleson

    Partner, Walter Haverfield

    Lisa has over 15 years of in-depth experience in the areas of law that have immediate impact and benefit to education law clients. These areas of in-depth experience include:  labor negotiations, labor relations, arbitration, grievance processing, mediation, employee discipline, reductions in force, employee termination and appeals, harassment/bullying/hazing complaints and investigations, student issues including student discipline and appeals, student enrollment and transportation and open enrollment, domestic and custody issues involving students, special education, due process, trial and civil litigation, subpoena enforcement, competitive bidding and selection processes, sale/purchase/lease of real property, public records, public audits, Sunshine Law, ethics, booster organizations, Title IX, constitutional issues, and administrative law

    Kate Davis

    Senior Attorney, Bricker & Eckler

    Kate Davis is a member of Bricker & Eckler's Education group and practices in the firm's Dayton office. She counsels public sector clients on a variety of issues with a particular emphasis on labor and employment matters, including collective bargaining, grievance arbitration and representing employers before the State Employment Relations Board. She also partners with school districts and higher education institutions on a variety of issues, including administration of policies, public records issues, student affairs, constitutional issues, real property tax valuation and exemption laws and compliance with federal laws. Kate regularly advises clients regarding employment and labor-related matters involving Title VII, FMLA, ADEA, ADA, FLSA and R.C. Section 4112 issues, and frequently assists clients with policy revision and training.

    Jason Stuckey

    Associate, Bricker & Eckler

    Jason Stuckey advises a multitude of public sector clients with a focus on school districts and higher education institutions. He advises clients on compliance with a wide array of issues including but not limited to federal and state labor and employment issues, employee disciplinary concerns, contract issues, licensure issues, FERPA issues, ethics issues, the Ohio Open Meetings Act, student-related disciplinary matters, residency and custody disputes, public records requests, FERPA, and the drafting and implementation of policies. Jason also has extensive experience representing clients in collective bargaining negotiations, labor arbitrations, and employee grievances. He has also represented clients before the Ohio Civil Rights Commission, state and federal courts; including the Court of Appeals. Jason has also advised higher education clients on Title IX and NCAA compliance issues.

    Brad Bennett

    Of Counsel, Bricker & Eckler

    Brad Bennett is an employment and labor attorney who works with public sector employers, including school districts, townships, municipalities, county agencies and boards of developmental disabilities. Experienced in state and federal employment and labor compliance, he counsels and represents public clients in all aspects of labor law, including negotiation and administration of collective bargaining agreements, grievances, mediations and arbitrations. Additionally, he comprehensively represents employers in employment litigation in both federal and state courts and defends employers before various administrative agencies, including the EEOC,OCRC, SERB and the SPBR. Brad also drafts, revises and reviews employee handbooks, policies and job descriptions, as well as conducts internal investigations and in-house training.

    Tony Sharrock

    Director - Manager, Client Services, Sedgwick

    Tony joined CompManagement in 2009 and has over 25 years of Insurance experience, primarily with Workers’ Compensation. Tony consults with both public and private state funded employers and works closely with several prominent employer associations, including OASBO and OSBA. He has experience in underwriting, alternative rating programs, data analytics, and program management. Tony is a frequent speaker at a variety of association events, and is currently a member of the Ohio Safety Congress Committee for Public Schools.

    Roger Baker

    Team Lead/Unemployment Compensation, Sedgwick

    Since1994 Roger has been perfecting best practices in unemployment costcontrol.  His extensive training and experience have positioned him toeffectively manage all aspects of unemployment, in all U.S. states and variousterritories.  He is a frequent facilitator for unemployment, often leadinginstructional engagements on unemployment cost control strategies foremployers.  Currently he is a member of the World Speakers Association,the American Professional Speakers Association, the Ohio Speakers Association,and the International Association of Workforce Professionals.

    Terry Harrell

    Regional Vice President, Voya Financial Advisors

    Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

    Aaron Rothey

    Associate, Bricker & Eckler

    A former high school English teacher, Aaron Rothey is an education attorney with firsthand experience in Ohio's public school system.

    Prior to finishing law school at The Ohio State University, he earned a Master’s of Education degree from Ohio State’s College of Education and Human Ecology, as well as a Bachelor’s degree in English with honors from Ohio State. In law school, Aaron was a Moritz Merit Scholar, the executive note editor for the Ohio State Law Journal, and an active participant in the Moot Court Program.

  • Bootcamp 2021: Essentials of Budgeting & Forecasting

    Contains 12 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/20/2021 at 8:00 AM (EDT)

    A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or currently licensed CFO/Treasurers wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development, revenue and expenditure cash flow, forecasting and forecasting assumptions and content on the ASBO International’s International’s Meritorious Budget Award Program.

    Date: 7/20-21/2021
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440
     
    A course for those seeking their treasurer’s license through OASBO’s ODE Approved Pathway 3, or currently licensed CFO/Treasurers wanting a refresher in budgeting and forecasting.  The course provides comprehensive content in the following areas:  budget development, revenue and expenditure cash flow, forecasting and forecasting assumptions and content on the ASBO International’s International’s Meritorious Budget Award Program.
     
     
    AGENDA
     
    Day 1
     
    8:00 a.m.
    Registration, Class Instructions and Introductions
     
    8:15 a.m.
    Chapter 2 – Appropriations & Budgeting (CPIM Pending)
    Ryan Pendleton, CFO/Treasurer, Akron City Schools 

     
    9:15 a.m.
    Break
     
    9:30 a.m.    
    Chapter 3 - Introduction to Forecasting; and Chapter 4 - Enrollment Projections (CPIM Pending)
    Becky Jenkins, Treasurer/CFO, New Albany-Plain Local Schools, and OASBO Past President
    Kristine Blind, CFO/Treasurer, London City Schools 

     
    10:30 a.m.
    Break
     
    10:45 a.m.
    Chapter 5.1 - Forecasting Revenues - Local Property and Income Taxes (CPIM Pending)
    Mike Sobul, Consultant, Forecast5 Analytics, and Retired Treasurer 

     
    12:00 p.m.     
    Lunch
     
    12:45 p.m.
    Chapter 5.2 - Forecasting Revenue - Calculating & Projecting the Components of State Aid (CPIM Pending)
    Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President, and Retired Treasurer 

     
    2:00 p.m.         
    Break               
     
    2:15 p.m.
    Chapter 5.3 - Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.) (CPIM Pending)
    Ryan Ghizzoni, Consultant, Forecast5 Analytics; and OASBO Past President 

     
    3:15 p.m.         
    Adjourn  
     
     
    DAY 2
     
    8:30 a.m.    
    Chapter 6.1 - Forecasting Expenditures - Salaries and Wages (CPIM Pending)
    Ernie Strawser, Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer 
    Ryan Ghizzoni, Consultant, Forecast5 Analytics; and OASBO Past President 

     
    Chapter 6.2 - Forecasting Expenditures - Retirement and Insurance Benefits (CPIM Pending)
    Ernie Strawser, Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer 
    Ryan Ghizzoni, Consultant, Forecast5 Analytics; and OASBO Past President 
     

    10:00 a.m.
    Break
     
    10:15 a.m.
    Chapter 6.3 - Forecasting Expenditures - Other Expenditures (CPIM Pending)
    Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President, Retired Treasurer
    Todd Griffith, Treasurer, Licking Heights Local Schools

     
    11:00 a.m.       
    Break
     
    11:15 a.m.
    Chapter 6.3 - Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending)
    Ernie Strawser, Senior Vice President, Forecast5 Analytics; OASBO Past President; and Retired Treasurer 
    Ryan Ghizzoni, Consultant, Forecast5 Analytics; and OASBO Past President 

     
    12:15 p.m.       
    Lunch
     
    1:00 p.m.
    Chapter 7 - Cash Flow, Fiscal Caution, Watch and Emergency (CPIM Pending)
    Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President, and Retired Treasurer

     
    2:00 p.m.
    Break
     
    2:15 p.m.
    Chapter 8 – Analytics (CPIM Pending)
    Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Local Schools 
    Jeff Dornbusch, Treasurer, Port Clinton City Schools 

     
    3:15 p.m.        
    Course Review           
     
    3:30 p.m.         
    Adjourn          
     

    Ryan Pendleton

    CFO, Akron Public Schools

    Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

    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 three 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.

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Chris Mohr

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    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

    Consultant, Forecast5 Analytics; OASBO Past President

    Ryan began his career with the Auditor of State’s Office and has served as a school district treasurer for the 16 years. He currently is a Senior Analytical Advisor for Forecast 5.

    During his career, he has also served as Treasurer/CFO of the Stow Munroe Falls City School District, the Lorain City School District, the Fairview Park City School District, Berea City School District and Austintown Local School District.  He has been the recipient of 9 Association of School Business Officials International Meritorious Budget Awards (ASBO) and was the recipient of the Ohio Association of School Business Officials 2011 Outstanding Treasurer of the Year Award.   He is a past President of the Ohio Association of School Business Officials, previously chaired the ASBO Meritorious Budget Award Advisory Committee and has served on numerous local, state and national committees.  Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.

     

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

    Todd Griffith

    CFO/Treasurer, Licking Heights Local Schools

    Todd Griffith has been Treasurer of Licking Heights Local Schools since June 2017. In this position, Mr. Griffith works with the Board of Education and administration to provide prudent financial management and leadership. The Treasurer's Office is responsible for all fiscal operations of the District. This includes budgeting, forecasting, investing, accounts payable, accounts receivable, payroll, financial reporting and serving as public records custodian.

    Mr. Griffith received his undergraduate degree from Ohio University and completed his Treasurer’s coursework from the University of Dayton. He holds an active School Treasurer license.  Mr. Griffith is a member of the Ohio Association of School Business Officials.

    Cajon Keeton

    Treasurer/CFO, Benton Carroll Salem Local SD

    Cajon Keeton is the Treasurer for the Benton-Carroll-Salem Local School District in Ottawa County Ohio. Prior to joining BCS, Cajon served as a High School Business and Technology teacher in Central Ohio. 

    Jeff Dornbusch

    Treasurer/CFO, Port Clinton City Schools

    Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio and is the current Chairmen of the OASBO Ed Finance Committee.  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.

  • Bootcamp 2021: Essentials of School Funding & Finance

    Contains 12 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/16/2021 at 8:25 AM (EDT)

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

    Date: 7/16 & 19/2021
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440
     
    A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, ethics and the fiscal officers responsibilities, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.
     
     
    AGENDA
     
    Day 1

    8:25 a.m.
    Class Instruction and Introductions
     
    8:30 a.m.
    Chapters 1-2: Local Taxation - Property Taxes and Millage Rates (CPIM Pending)
    (Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations)
    Mike Sobul, Consultant, Forecast5 Analytics, and Retired Treasurer 

      
    10:00 a.m. 
    Break
     
    10:10 a.m.
    Chapter 3: Impacts on Local Tax Revenue (CPIM Pending)
    (Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives)
    Jeremy Buskirk, CFO, Big Walnut Local Schools 
    Tess Tannehill, Tess Tannehill, Bricker & Eckler LLP 

     
    11:25 a.m. 
    Lunch
     
    12:10 p.m.
    Chapters 4-5: Debt Issuance (CPIM Pending)
    (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings)
    Rick Manoloff, Squire Patton Boggs 
    Andrew Laskey, RBC Capital Markets 
    Marvin Founds, Baker Tilly 

     
    1:40 p.m. 
    Break
     
    1:50 p.m.
    Chapter 6: State Funding
    (Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)
    Elena Sanders, Financial Manager, Office of Budget and School Funding, ODE 
    Aaron Rausch, ODE 

     
    2:50 p.m.
    Break
     
    3:00 p.m.
    Chapter 6: Equity and Adequacy - What’s it all about?
    Ryan Pendleton, CFO/Treasurer, Akron City Schools 

     
    4:00 p.m. 
    Adjourn
     
     
    Day 2
    8:30 a.m.
    Chapter 7: EMIS (CPIM Pending)
    (Why Data counts, compiling, validating, reporting, certifying district data)
    Penny Rucker, Treasurer/CFO, Beavercreek City Schools 

     
    9:30 a.m.  
    Break
     
    9:40 a.m. 
    Chapter 8: Why Kids Count
    (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More)
    Debbie Caudle, Budget and School Funding, ODE 

     
    10:25 a.m.
    Break
     
    10:35 a.m.
    Chapter 9: Grant Accounting & Management (CPIM Pending)
    (State/Federal Grants, Local Share, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs)
    Brian Jones, Executive Director, Office of Grants Administration, ODE 
    TJ Cusick, Treasurer/CFO, Worthington City Schools 

     
    12:05 p.m. 
    Lunch
     
    12:50 p.m.  
    Chapter 10: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency (CPIM Pending)
     
    1:50 p.m.
    Break
     
    2:00 p.m.
    Chapter 10: Annual Audits (CPIM Pending)
    Jim Rader, Auditor State’s Office 

     
    3:00 p.m.
    Evaluations and Adjourn
     

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Jeremy Buskirk

    CFO/Treasurer, Big Walnut Local Schools

    Jeremy Buskirk is currently the Treasurer of BigWalnut Local Schools, which is a growing school district in Delaware County,and has been with the District since October 2017.  Prior to coming to BigWalnut, he served in the Dublin City School District finance department in theroles of both Assistant Treasurer and Accountant from September 2007 throughSeptember 2017.  Prior to his career in school finance, he worked as afinancial auditor for the Auditor of State of Ohio for two and one-half yearsin the Columbus Region.

    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.

    Tess Tannehill

    Senior Associate, Bricker & Eckler

    Tess Tannehill is a Senior Associate in Bricker & Eckler’s Public Sector Industry Group. She advises clients on all facets of Ohio’s real property tax valuation and exemption laws, particularly as they apply to school districts, hospitals, and other public entities. She also advises hospitals on resolving patient incapacity issues, including navigating the probate court process for establishing court-appointed guardianships.

    For nearly a decade, Tess has represented school districts, hospitals, universities, foundations, and other property owners in hundreds of real property tax valuation and exemption disputes.

    Rick Manoloff

    Partner, Squire Patton Boggs

    Rick Manoloff has served as legal counsel to Ohio school districts for more than 26 years on bond, note and lease financings, ballot issues, contracts, and other matters; chairs his law firm’s Ohio K-12 Public Schools Finance Team; co-authors the Ohio School Law treatise published by Thomson Reuters each year; co-presents the “Legal Update” at OASBO’s Annual Conferences; is called upon to draft levy and other legislation; served on a school board; and has written numerous articles for OASBO’s SBO over the years.  In the community, he served as President of the Cleveland Metropolitan Bar Association and Cleveland Bar Foundation.

    Andrew Laskey

    Vice President, Public Finance, RBC Capital Markets

    Andrew Laskey is a Vice President in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets. He joined RBC Capital Markets in July of 2006, Since that time, Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.

    Marvin Founds

    Director of Education Finance, Baker Tilly Virchow Krause, LLC

    Marvin Founds is a director and municipal advisor with Baker Tilly Municipal Advisors, LLC. He has been an education finance professional for over 30 years, serving as treasurer/CFO for various school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

    Through his longtime involvement in the field, Marvin has developed a statewide reputation for his range of knowledge in school finance. He has been a speaker and panelist at many conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances. 

    Marvin earned a Bachelor of Science Degree in Business Administration with a Finance concentration from The Ohio State University, and has two Master’s Degrees from Ashland University - Business Administration and Education.

    Elena Sanders

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

    Elena Sanders is a Financial Manager at the Ohio Department of Education Office of Budget and School Funding. 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.

    Aaron Rausch

    Director, Office of Budget and School Funding, Ohio Department of Education

    Aaron Rausch is the Director of Budget and School Funding at the Ohio Department of Education (ODE), where he manages an agency budget of more than $13 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. 

    Ryan Pendleton

    CFO, Akron Public Schools

    Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

    Penny Rucker

    Treasurer/CFO, Beavercreek City Schools

    Penny Rucker is a Treasurer/CFO who works with school districts to help them achieve financial success.

    Penny believes that her work is more than working with numbers, she knows it has been vital to understand the systems that produce the flow of the dollars and she has been focused on leadership to impact the effectiveness of those dollars.

    Penny has worked for many different types of districts – large, small, urban, rural, rich and poor.  She used to do consulting when she was raising her family which allowed her to explore diverse school cultures.  During the recession she worked at the largest urban school district in Ohio and currently she works at Beavercreek City Schools. 

    Penny is experienced in leadership and communications with financial systems.  She is interested in making an impact to improve financial stability in schools along with financial transparency.  She speaks, mentors, trains and motivates younger professionals to explore schools and help others achieve.

    Penny attended The Ohio State University and Franklin University in Columbus, Ohio to earn her Bachelors of Science in Accounting.  She also attended Ashland University in Columbus, Ohio to achieve her Master’s in Education School Treasury.

    Deborah Caudle

    ODE Area Coordinator, Ohio Department of Education

    Debbie is a Cincinnati native and graduate of Sycamore High School and the University of Cincinnati. She has 10 years as Field Auditor for the Ohio Auditor of State in the Southeast Region, 2 years as Assistant Treasurer and Payroll Clerk for Symmes Valley, 3 years as Federal Grants Manager and Financial Aid Administrator for Collins Career Center, 5 years Auditor in Charge for Plattenburg and Associates, 8 years Treasurer Milford Exempted Village Schools and 3 years as Area Coordinator for the Ohio Department of Education.

    Brian Jones

    Executive Director Office of School Finance, Ohio Department of Education

    For the past 18 years of Brian’s 25 years of service, he has spent with the Ohio Department of Education, as the Director of the Office of Grants Administration. The Office of Grants Administration is responsible for managing 80+ federal and state grants totaling $2 billion.  This includes but not limited to reviewing cash requests and final expenditure reports, providing technical assistance, agency-wide risk assessment and subrecipient monitoring.

    He is responsible for financial aspect of the department’s the e-grant system, (Comprehensive Continuous Improvement Plan - CCIP).  In addition, his office has developed an online monitoring system (Compliance and Tracking System) which interact with other systems with the department.

    Brian is also part of the agency’s leadership team to work with the state and federal audits and monitoring.   

    Prior to joining the department, Brian served as an Audit Supervisor with the Auditor of State and the Ohio Department of Development.  During his time with the Auditor of State’s Office, he was in charge 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 Cities, Counties and Non-Profits.

    TJ Cusick

    Treasurer/CFO, Worthington City Schools

    TJ Cusick is the Treasurer for Worthington City School District. He has been with Worthington for 12 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 a budget of $175 million, payroll for over 1500 employees, and an investment portfolio of $150 million. He is a licensed CPA in the state of Ohio, 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. 

    Melcie Wells

    Treasurer/CFO, Warren City Schools

    A public school Treasurer for 0 years, Melcie has established herself as a respected colleague that strives in leadership and collaboration. A 1993 graduate of Waterford High School, a 1996 graduate of Marietta College with a Bachelor of Arts degree in Accounting, Melcie started her career in the newspaper industry serving as the accountant for the Gannett owned Marietta Times in Marietta, Ohio.  In 1999, she decided to further her education and in 2000, became a graduate of Ohio University with a Masters of Science in Accounting.

    In 2000, Melcie accepted a position with the Local Government Services division of the Ohio State Auditor’s Office. Over the next eight years, Melcie worked with various governmental entities assisting and or completing GAAP conversions, five-year forecasts, PAFR’s, training of governmental finance officials, and creating training manuals. 

    In 2008, Melcie accepted her first Treasurer’s position in her home school district, Warren Local in Vincent, Ohio. In 2011, Melcie accepted an additional position with Fort Frye Local Schools as their Treasurer and served both District’s through a shared services agreement for 2 years. Melcie still serves as the Treasurer at Warren Local currently, and is the OASBO Board President.

    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. 

  • Bootcamp 2021: Essentials of Financial Management & Administration

    Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/14/2021 at 8:30 AM (EDT)

    A course for those seeking their treasurer’s license through OASBO's ODE Approved Pathway, 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, Board and negotiations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, credit cards and investments.

    Date: 7/14-15/2021
    Locations: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440

    A course for those seeking their treasurer’s license through OASBO's ODE Approved Pathway, 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, Board and negotiations, fund accounting, USAS coding, student activities, and booster groups, purchasing, proper public purpose, credit cards, and investments.

    AGENDA

    Day 1
    8:30 a.m.
    Class Instructions and Introductions

    8:35 a.m.
    Chapter 1: Role of the CFO/Treasurer/Establishment of the Treasurer
    Anne Arnold, Treasurer, Edison Local Schools 
    Alan Binger, Retired Treasurer 

    10:20 a.m. 
    Break

    10:30 a.m.
    Chapter 1: Negotiations - Preparing for the Negotiating Table
    Brad Bennett, Bricker & Eckler LLP 

    11:30 a.m. 
    Lunch

    12:30 p.m.
    Chapter 1: Negotiations - Process & Communication
    Brad Bennett, Bricker & Eckler LLP 

    1:30 p.m.
    Break

    1:40 p.m.
    Chapter 2: Governing Laws, Regulations and Policies
    Katie Johnson, Deputy Executive Director, OASBO

    2:40 p.m.
    Break

    2:50 p.m.
    Chapter 2: Governing Laws, Regulations and Policies, continued
    Katie Johnson, Deputy Executive Director, OASBO 

    3:50 p.m.
    Adjournment


    Day 2

    8:00 a.m.
    Chapter 3: Ethics (CPIM Approved)
    Katie Johnson, Deputy Executive Director, OASBO

    9:00 a.m.
    Break

    9:10 a.m.
    Chapter 5: Student Activity Programs (CPIM Approved)
    Ryan Jenkins, Treasurer/CFO, Pickerington City Schools 

    10:10 a.m. 
    Break

    10:20 a.m. 
    Chapter 5: Booster/Support Organizations
    Matt Stout, Bricker & Eckler LLP 
    Rebecca Jenkins, Treasurer/CFO, New Albany-Plain Local Schools 

    11:05 a.m. 
    Break

    11:15 a.m.
    Chapter 4: Fund Accounting & USAS Coding (CPIM Approved)
    Cindy Ritter, K12 Business Consulting, OASBO Past President, and Retired Treasurer 

    12:15 p.m.
    Lunch

    1:05 p.m.
    Chapter 6: Purchasing (CPIM Approved)
    Kerri Johnson, Treasurer/CFO, Anthony Wayne Local Schools 
    Jenny Moneghan, Assistant Treasurer, Anthony Wayne Local Schools 

    2:05 p.m.
    Break

    2:15 p.m.
    Chapter 7: Investment Basics (CPIM Approved)
    Joe Violand, RedTree Investment Group 

    3:15 p.m.
    Evaluations and Adjourn

    Anne Arnold

    Treasurer/CFO, Edison Local Schools

    Anne Arnold is Treasurer/CFO at Edison Local Schools in Erie County.   She oversees the financial operations of the district with a general fund budget of almost $20 million dollars. Before coming to Edison Local, Anne was the Treasurer/CFO at Benton Carroll Salem Local School District in Oak Harbor and prior to that at Woodmore Local Schools in Woodville. 

    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 name Outstanding Treasurer/CFO of the Year for 2017. Anne is also a member of the Village Council in Lindsey, Ohio where she lives with her husband and son.  In her spare time, she enjoys day trips with her family and spending time with friends.

    Alan Binger

    Retired Treasurer

    Alan Binger has 30 years of experience as a school Treasurer/CFO having recently retired from Vanguard-Sentinel Career & Technology Centers after 8 years.  Prior to that appointment he had served as Treasurer at Clyde-Green Springs Exempted Village Schools for 22 years.  He spent 7 years in commercial banking prior to his school experience.

    He has gone through the chairs at the NWOASBO chapter having served as president in 2001-02.  He is a past recipient of the Rich Unger Professionalism Award in 2011 and was the Regional Distinguished Service Award winner for NW Ohio in 2020.  During his career Alan has been a frequent presenter and seminar director at OASBO professional development events.

    A lifelong resident of Sandusky County, Alan has served the community in many ways.  He currently serves as Treasurer of Communities for the Arts, serves on the Clyde, Ohio Tree and Landscape commission and is a past board member for the Project Excellence Foundation and the Fremont Memorial Hospital Foundation Board.  He served two terms on the Sandusky County Fair Board.  He continues to serve on the fair’s budget and finance committee.  He was a board member and treasurer of the Fremont Youth Hockey Boosters for many years and coached youth hockey, baseball and football.

    He has also played the organ at his church since the age of 14.

    He has owned and operated a choose and cut Christmas tree farm in Clyde for 20 years and serves on the board of the Ohio Christmas Tree Association and is chairman of its finance committee.

    Brad Bennett

    Of Counsel, Bricker & Eckler

    Brad Bennett is an employment and labor attorney who works with public sector employers, including school districts, townships, municipalities, county agencies and boards of developmental disabilities. Experienced in state and federal employment and labor compliance, he counsels and represents public clients in all aspects of labor law, including negotiation and administration of collective bargaining agreements, grievances, mediations and arbitrations. Additionally, he comprehensively represents employers in employment litigation in both federal and state courts and defends employers before various administrative agencies, including the EEOC,OCRC, SERB and the SPBR. Brad also drafts, revises and reviews employee handbooks, policies and job descriptions, as well as conducts internal investigations and in-house training.

    Katie Johnson, Esq.

    Deputy Executive Director, OASBO

    Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, Katie serves as the advocacy lead for the association and as in-house legal counsel, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she develops curriculum to support OASBO’s strategic plan and the Ohio school business profession.

    Prior to joining OASBO, Katie represented school districts as a public finance attorney, focusing her practice on serving as bond counsel and underwriter's counsel in debt and lease financings and as general counsel for Ohio political subdivisions. Specifically, Katie worked with school districts on bond issues, note issues, leases, tax levies, public records and other matters of concern to school business officials.

    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 President of the Ohio Chapter of Women in Public Finance. 

    Ryan Jenkins

    Treasurer/CFO, Pickerington City Schools, OASBO Past President

    Serving as Pickerington Schools’ Chief Financial Officer, Ryan Jenkins works with the Treasurer’s Office staff and the Board of Education to provide sound resource management and financial leadership for the district. In that role, Mr. Jenkins, the Board and his staff are responsible for all fiscal operations of the District, including, but not limited to, banking, investments; budgeting/appropriations, forecasting, accounts payable/receivable, payroll, tax receipts, bond issues, financial reporting, financial policy development and Board minutes.

    Mr. Jenkins began his career in education as a high school math teacher, then moved into administration, having served as both a high school assistant principal and a lead middle school principal.

    Ryan is a Past President of OASBO (2016-2017) and lives in the Pickerington District with his wife and two sons.

    Matt Stout

    Partner, Bricker & Eckler

    Matt Stout is a partner in Bricker & Eckler'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.

    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 three 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. 

    Cindy Ritter

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    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.

    Kerri Johnson

    Treasurer/CFO, Anthony Wayne Local Schools

    Kerri Johnson has been the Treasurer of Anthony Wayne Local Schools since 2006.  Prior to being hired at Anthony Wayne LSD, she was the Treasurer at Gibsonburg Exempted Village School District for 14 years.  She started her career at Vanguard Vocational Center as an Assistant Treasurer in 1990 and worked there three (3) years.  

    Ms. Johnson is a graduate of Tiffin University with a Bachelor Degree in Business Administration with a minor in Finance. She is a member of the Ohio Association of School Business Officials and a past president of the Northwest Ohio Chapter. She serves on various OASBO committees.

    Jenny Moneghan

    Assistant Treasurer, Anthony Wayne Local Schools

    Jenny Moneghan, the Assistant Treasurer for the Anthony Wayne Local School District, has served in this position for 8 years.  Prior to Anthony Wayne, she worked as Assistant Treasurer for Gibsonburg Exempted Village School District and was at Gibsonburg for almost 18 years. Ms. Moneghan is a graduate of Terra State Community College with an Associate Degree in Business and a major in Accounting.  She is a member of OASBO and their local chapter NWOASBO.

    Ms. Moneghan lives in Green Springs, Ohio with her husband.  In their spare time, they enjoy raising and showing their Labrador retrievers and Cavalier King Charles Spaniels.  They have 3 adult children and 3 awesome grandchildren.  

    Joe Violand, CFA

    Portfolio Manager, RedTree Investment Group

    With five 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. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

  • Bootcamp 2021: Essentials of Business Operations

    Contains 14 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/12/2021 at 8:00 AM (EDT)

    This course, a part of OASBO's Licensure Pathway program, is designed for those seeking their business manager or treasurer's license, or those school business professionals seeking a refresher on the topics covered. Topics include risk management, school safety and security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, and food and nutrition.

    Date: 7/12-13/2021
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440

    This course, a part of OASBO's Licensure Pathway program, is designed for those seeking their business manager or treasurer's license, or those school business professionals seeking a refresher on the topics covered. Topics include risk management, school safety and security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, and food and nutrition.


    AGENDA

    Day 1

    8:00 a.m.
    Registration, Class instructions, Introductions

    8:05 a.m.
    Chapter 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) (CPIM Pending)
    Melody Stiff, Hylant Administrative Services
    Travis Thompson, Hylant Administrative Services

    9:05 a.m.
    Break

    9:15 a.m.
    Chapter 1: Risk Management - Financing Risk (Automobile & Other) (CPIM Pending)
    Melody Stiff, Hylant Administrative Services
    Travis Thompson, Hylant Administrative Services

    10:15 a.m.  
    Break

    10:25 a.m.  
    Chapter 1: Workers Compensation 
    Jennifer Oiler, Sedgwick MCO 

    11:25 a.m  
    Lunch

    12:25 p.m.
    Chapter 2: School Safety & Security, NIMS and School Emergency Management Plans
    Dan Romano, Treasurer/CFO, West Clermont Local Schools

    1:25 p.m.
    Break

    1:35 p.m.
    Chapter 2: School Safety & Security Guidelines, Inspections, Active Shooter
    Travis Thompson, Hylant Administrative Services 

    2:35 p.m.
    Break 

    2:45 p.m. 
    Chapter 2: IT Security  (CPIM Pending)
    Colleen Gallagher, ShareOhio
    Tom Mitchell, Bonefish Systems 

    3:45 p.m.  
    Adjournment


    Day 2

    8:00 a.m.
    Chapter 3: Facilities Utilization, Inventory and Capital Assets  (CPIM Pending)
    Jim Rowan, OASBO, Executive Director 
    Todd Puster, CFO/Treasurer Orange City Schools

    9:00 a.m.
    Break

    9:10 a.m.
    Chapter 4: Bidding, Contracts, 412 Certificates  (CPIM Pending)
    Chris McCloskey, Bricker & Eckler LLP 

    10:10 a.m.  
    Break

    10:20 a.m.
    Chapter 4: School Facilities & Construction  (CPIM Pending)
    Chris McCloskey, Bricker & Eckler LLP
    Jeff Eble, Worthington City Schools 

    11:35 a.m. 
    Lunch

    12:30 p.m.
    Chapter 5: Transportation - Transportation Modules
    Carolyn Thornton, Retired Transportation Director
    Mike Miller, Sycamore Community Schools, and PDT Instructor, NAPT
    Beth Weber, CFO/Treasurer, Sycamore Community Schools

    1:30 p.m.  
    Break

    1:40 p.m.
    Chapter 5: Transportation - Transportation Modules (Continued), Bus Purchasing
    Carolyn Thornton, Retired Transportation Director
    Mike Miller, Sycamore Community Schools, and PDT Instructor, NAPT
    Beth Weber, CFO/Treasurer, Sycamore Community Schools

    2:40 p.m. 
    Break

    3:05 p.m.
    Chapter 5: Food & Nutrition
    Edwina "Winnie" Brewer, Director, New Leaf Organization/Buckeye Community Schools


    4:05 p.m. 
    Evaluations and Adjourn

    Melody Stiff

    Senior Underwriter, Hylant Administrative Services

    Drawing on more than 20 years in the insurance industry, Melody is responsible for developing long-term relationships with school districts and public entities by providing superior customer service and dedication. She understands the unique exposures and risks associated with school districts and public entities which makes her a valuable resource to clients. Melody is a licensed property & casualty agent in the state of Ohio.

    Travis Thompson, CPSI

    Director of Risk Management, Ohio School Plan

    Travis has an extensive loss control background and 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).

    Jennifer Oiler

    Account Executive, CompManagement Health Systems

    Jennifer Oiler has worked with Ohio employers to manage workers’ compensation programs for 23 years, working to build best practices that preserve relationships and control costs associated with workers’ compensation claims.  Jennifer spent 2 years with CompManagement’s third party administration team as a Hearing Representative, representing employer interests on contested issues.  Today, she is deeply involved in CompManagement’s service delivery for OASBO members. 

    Jennifer, a daughter of a Navy Service Member, spent her first 5 years in three different stateside ports before settling in her parent’s hometown in Sandusky.  She is a Perkins High School alum and attended the University of Toledo.  She has one daughter in the Dublin City School District and one at West Virginia University. 

    Dan Romano

    Treasurer/CFO, West Clermont Local Schools

    Colleen Gallagher

    Business Development Executive, DataServ

    Colleen Gallagher is a graduate of both the University of Notre Dame and Lake Erie College, as well as Business Development Executive with DataServ Integrations, LLC. In her work at DataServ, Colleen serves K12, commercial and nonprofit organizations and partners and has more than 30 years of experience including in telecom, network, and datacenter industries. She’s partnered with global service providers to assess needs and deliver complete technology and managed solutions for education, enterprises, government, and service providers. 

    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.

    Jim Rowan

    Executive Director, OASBO

    Jim Rowan is the Executive Director of the Ohio Association of School Business Officials.   He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio.  A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

    Todd Puster

    Treasurer, Orange City School District

    Todd Puster brings more than a quarter century of experience as Treasurer and Chief Financial Officer of Ohio school districts. Currently, leading the fiscal operations of the Orange City School District in suburban Cleveland, he has served the following school districts: East Liverpool, Streetsboro, Ashland and West Geauga. Todd is considered among the leading commentators on Ohio school finance and is the author of several professional articles.

    Chris McCloskey

    Partner, Bricker & Eckler, LLP

    Chris McCloskey is chair of Bricker & Eckler'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 OFCC.

    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 41 year in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings plus  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.  

    Carolyn Thornton

    Transportation Supervisor, Mason City Schools

    Carolyn "CJ" Thornton recently retired from Mason City Schools this year with 45 years experience in the pupil transportation field. Her previous position was with Princeton City Schools. She has served on the Regional and State Roadeo Committees, chairing the event at both levels. She has been an active member of the Ohio Association for Pupil Transportation since 2001 serving as Regional Representative several terms and as Director at Large. She has been a member of OASBO since 2002 and is a graduate of the Leadership Academy class VII.

    CJ believes in sharing her extensive knowledge of the transportation industry with her peers and newcomers to the industry. She has mentored several new transportation directors during her tenure.  A firm believer in "you don't know what you don't know," she tries to help people fill in the gaps and learn what they need to know to be successful in the transportation field.

    Beth Weber

    CFO/Treasurer, Sycamore Community Schools

    Beth Weber joined Sycamore Community Schools as Treasurer/CFO in January 1999 after eight years serving other Ohio school districts in the same capacity. Weber earned undergraduate degrees in finance and business economics, as well as a Masters in Business Administration, from Miami University in Oxford, Ohio. She is a long time member of OASBO, serving on its Education Finance/ODE Advisory and Editorial Advisory committees along with sharing her experience as a new Treasurer/CFO mentor.  

    Mike Miller

    Transportation Supervisor, Sycamore Community City Schools

    Mike Miller has 31+ years of public school experience. His roles have included being a teacher, athletic director, principal and Director of Personnel/Student Services. He has been in Pupil Transportation Management for the past 17 years, been a Licensed School Bus Driver for the past 27 years, and a Licensed On-Board School Bus Instructor for the past 17 years.

    Currently Mike is the Transportation Director for Sycamore Community Schools-Hamilton County for the past 7 years. He is a former At-Large Member of the OASBO Board of Directors, two-Time Past President of the Ohio Association for Pupil Transportation (OAPT), current SW Region Representative of OAPT. He is also a PDIS Instructor, National Association for Pupil Transportation; and serves on the Board of Morehead State University Alumni Board of Directors. Mike and his wife Lori have been married for 29 years and reside in Batavia, Ohio. They have two adult children.

    Edwina "Winnie" Brewer

    Director, New Leaf Organization/Buckeye Community Schools

  • Leadership Webinar Series FY21: Expanding Capacity

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/24/2021 at 10:00 AM (EDT)

    Are you ready to get back to the "way things were" after COVID? In some ways I am. But for some people that hope is a fast track to the "no growth zone". Translated it means, let me get comfortable again and just do my job. There are key principles to follow if you want to expand your own growth and capacity and those you engage with every day. We will examine 11 concepts with practical action steps to create a growth mindset and move the needle this year in your life, and that of others.

    Date: 6/24/2021   10:00 a.m.

    Cost: Free

    Are you ready to get back to the "way things were" after COVID? In some ways I am. But for some people that hope is a fast track to the "no growth zone". Translated it means, let me get comfortable again and just do my job. There are key principles to follow if you want to expand your own growth and capacity and those you engage with every day. We will examine 11 concepts with practical action steps to create a growth mindset and move the needle this year in your life, and that of others

    Leander Rabe

    Executive and Team Coach, Hulings and Associates

    Hulings and Associates

    A leadership, team, and culture coach, providing team and leadership development by providing powerful tools and common-sense training. Whether working with highly effective or struggling teams and leaders, I am passionate to see them reach their full potential.

  • So You Want to Be a School Treasurer - June 2021

    Contains 9 Component(s), Includes Credits Includes Multiple Live Events. The next is on 06/21/2021 at 8:00 AM (EDT)

    Want to know more about pursuing a license? Do you have your license and would you like to get your name out there as a candidate? Don’t miss this event! Veteran school treasurers and treasurer search consultants will walk attendees through a typical “day in the life” of a school treasurer (hint: There is no such thing as a “typical day”).

    Date: 06/21/2021
    Location: Online
    Cost: Member - $25 / Non-Member - $50
      
    Want to know more about pursuing a license?  Do you have your license and would you like to get your name out there as a candidate?  Don’t miss this event!  Veteran school treasurers and treasurer search consultants will walk attendees through a typical “day in the life” of a school treasurer (hint: There is no such thing as a “typical day”). 
     
    AGENDA
     
    8:00 a.m.
    Welcome & Introductions
     
    8:15 a.m.
    Welcome - Introduction and OASBO/K12/Finding Leaders Partnership
    Chris Mohr, K12 Business Consulting
    Jim Rowan, OASBO Executive Director
     
    9:00 a.m.
    What are Boards Looking for in Treasurers
    Chris Mohr, Becky Jenkins, Jenni Logan, Dee Cramer, & Cindy Ritter, K12 Business Consulting and OASBO Past Presidents
     
    9:45 a.m.
    Break
     
    10:00 a.m.
    The Interview Process
    Ryan Pendleton, Finding Leaders, Treasurer/CFO, Akron Public Schools
    Daniel L. Wilson, Finding Leaders, Treasurer/CFO, Mentor Schools, OASBO Past President 
     
    11:00 a.m.
    Break
     
    11:15 a.m.
    Licensure Basics, LPDC & OASBO Mentoring Program
    Jim Rowan, Executive Director, OASBO
    Kim Laugherty, COO, OASBO 
     
    12:15 p.m. 
    Lunch
     
    12:30 p.m.
    Your Personal Brand:  Preparing Your Online Presence for the Job Hunt
    Kim Laugherty, COO, OASBO 
     
    1:15 p.m.
    Round Table - Panelist of Treasurers from Different Backgrounds
    Mike Robinson, Treasurer/CFO, Polaris Career Center - Private Sector 
    Ryan Jenkins, Treasurer/CFO, Pickerington City Schools - Teacher/Principal 
    Jim Rowan, OASBO Executive Director, Retired Treasurer, Auditor of State 
    Rebecca Jenkins, Treasurer/CFO, New Albany City Schools - Assistant Treasurer 
     
    2:15 p.m.
    20-Minute Screening Interviews
     
    3:45 p.m.
    Adjournment

     

    Chris Mohr

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    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. 

    Jim Rowan

    Executive Director, OASBO

    Jim Rowan is the Executive Director of the Ohio Association of School Business Officials.   He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio.  A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

    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 three 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. 

    Jenni Logan

    Treasurer/CFO, Lakota Local School District

    Jenni Logan is the Treasurer/CFO of the Lakota Local School District in Butler County.  She has held this position since January of 2011.  Prior to 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.    

    Dolores "Dee" Cramer

    Consultant, K12 Business Consulting and OASBO Past President

    Dolores, an OASBO past president, had a successful career as an Ohio school district treasurer/CFO for over 30 years in various districts around the state. Upon retirement, she worked as a Fiscal Support Manager for an Information Technology Center. In addition, she spent five years as the Professional Development Curriculum Writer and manager of OASBO’s Mentoring program for new SBOs.

    Prior to joining K-12 Business Consulting in 2019, where she performs treasurer searches for school districts, she spent 4 years as an end-user tester for the State Software Redesign project.

    Dolores holds a master’s degree in Organizational Management and is certified with Hay McBer for 360 and Climate and Style Assessments. She is also a FranklinCovey certified trainer for “Leading With the Speed of Trust.”

    Cindy Ritter

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    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.

    Ryan Pendleton

    CFO, Akron Public Schools

    Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

    Daniel Wilson

    CFO, Mentor Exempted Village Schools

    Wilson has been the Chief Financial Officer for the Board of Education of the Mentor Exempted Village School District since March, 2004.  Mr. Wilson has more than forty-six years’ experience in the fiscal management of Ohio Public Schools.

    He previously served as Associate Superintendent for the Center for School Finance and Accountability at the Ohio Department of Education.

    Wilson also held the position of Chief Financial Officer and Budget Director for the Parma City School District Board of Education, Board of Education Treasurer for the Shaker Heights City Schools in Cuyahoga County, and the Canton City Schools in Stark County.  Additionally he served as Treasurer of the Stark County Board of Education in Louisville, Ohio and as Treasurer for the Woodridge Local Schools in Summit County.  He has also held the post of Treasurer for the South-Western City Board of Education in Franklin County.  Wilson also served as a shared treasurer with the Kirtland Local School District from 2015 until July 2018 and is currently serving as a shared Treasurer with the Newbury Local School District.  

    Kim Laugherty, CAE

    Chief Operations Officer, OASBO

    Kim has served OASBO since 2005. She works collaboratively with senior staff, administrative staff, the board of directors, and volunteer leaders to drive initiatives to support the organization’s mission and strategic goals. She has a passion for helping SBOs develop and grow their skills through excellent training and guidance so they can achieve their career zen. As COO, Kim direct the association’s online learning programs and annual conferences; the mentoring program for new SBOs; membership recruitment and retention; and branding. She also manages information technology and special initiatives; and provides support for corporate partners and sponsors.

    She has a B.A. in English and a minor in Interpersonal Communications from Bowling Green State University, graduating cum laude. Her career prior to association management was in information technology training and consulting sales, and marketing. 

    Mike Robinson

    Treasurer/CFO, Polaris Career Center

    Before Mike began his career in school business, he held several financial leadership roles in the private sector. He took on his first treasurer role ten years ago at Tuscarawas Valley Local Schools. Three years later, he became the treasurer/CFO at Polaris Career Center, where his is currently serving.

    Mike got involved with OASBO early on in his school business career by volunteering for several committees and for the association's Foundation for School Business Management. He then assumed a leadership role in the East Central Chapter, and is an active member of the Northeast, Five County and Career Tech chapters and is in his sixth year of service on the Board of Directors.

    Mike's career journey taught him to embrance change and innovation instead of fearing it. It was this experience that inspired his theme for his year as OASBO president: Lead the Change.

    Ryan Jenkins

    Treasurer/CFO, Pickerington City Schools, OASBO Past President

    Serving as Pickerington Schools’ Chief Financial Officer, Ryan Jenkins works with the Treasurer’s Office staff and the Board of Education to provide sound resource management and financial leadership for the district. In that role, Mr. Jenkins, the Board and his staff are responsible for all fiscal operations of the District, including, but not limited to, banking, investments; budgeting/appropriations, forecasting, accounts payable/receivable, payroll, tax receipts, bond issues, financial reporting, financial policy development and Board minutes.

    Mr. Jenkins began his career in education as a high school math teacher, then moved into administration, having served as both a high school assistant principal and a lead middle school principal.

    Ryan is a Past President of OASBO (2016-2017) and lives in the Pickerington District with his wife and two sons.

  • Leadership Webinar Series FY21: Getting Your Teams Out of the Weeds

    Contains 3 Component(s), Includes Credits Recorded On: 05/27/2021

    Many of the leadership teams I work with are perpetually stuck in the weeds. They add value about 3 levels below where they should be. This yields two brutal outcomes. First, while you’re trapped in the weeds, no one is paying attention to the opportunities and threats emerging in the outside environment. The risk of being negatively impacted by outside forces grows. Second, while you’re mucking about in the weeds, you’re tromping all over the autonomy of the people whose job it is to be doing that work. So they perform way below their potential. Learn diagnostics to assess your teams in this area and ways to move them to higher levels of performance.

    Date: 5/27/2021   10:00 a.m.

    Cost: Free

    Many of the leadership teams I work with are perpetually stuck in the weeds. They add value about 3 levels below where they should be. This yields two brutal outcomes. First, while you’re trapped in the weeds, no one is paying attention to the opportunities and threats emerging in the outside environment. The risk of being negatively impacted by outside forces grows. Second, while you’re mucking about in the weeds, you’re tromping all over the autonomy of the people whose job it is to be doing that work. So they perform way below their potential. Learn diagnostics to assess your teams in this area and ways to move them to higher levels of performance.

    Leander Rabe

    Executive and Team Coach, Hulings and Associates

    Hulings and Associates

    A leadership, team, and culture coach, providing team and leadership development by providing powerful tools and common-sense training. Whether working with highly effective or struggling teams and leaders, I am passionate to see them reach their full potential.

  • Treasurer/CFO Planning Series - First Quarter 2020-2021

    Contains 13 Component(s), Includes Credits Recorded On: 05/20/2021

    This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the first quarter of the fiscal year (July, August, September).

    Date: 5/20/2021
    Location: Online
    Cost: Member - $100 / Non-Member - $240
    Education Credits: 6 Contact Hours


    This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the first quarter of the fiscal year (July, August, September).

    Thank you to the Seminar Directors for this seminar: Anne Arnold, Edison Local Schools; Kerri Johnson, Anthony Wayne Local Schools.

     

    AGENDA

    8:00 a.m.
    Welcome & Introductions


    8:15 a.m.
    Educational Management Information System (EMIS)  (CPIM Approved)

    What a Treasurer/CFO needs to review with staff for accuracy, timely submission and its importance for first quarter:

    • Tuition certification and report for end of prior fiscal year activity (including SF14, SF-14H, etc.);
    • Scholarship Review Period (EdChoice, Jon Peterson and Autism – timelines subject to change);
    • Student full-time equivalent (FTE) counts and accuracy (including percent of time, special ed, economic disadv., enrolled/withdrawal, etc.);
    • College Credit Plus (CCP) Tuition Review  (loaded into  into Ohio District Data Exchange (ODDEX) at various times and allows for a 45 day review period);
    • Staff reporting – checking data for accurate reporting and update as appropriate; and
    • Financial Supplemental Collection Optional (September).

    Jenalee Niese, EMIS Coordinator, Holgate Schools
    Tami Bevins, EMIS Supervisor, Four County Career Center


    9:15 a.m.
    Break


    9:30 a.m. 
    Tying It All Together: Budgeting & Forecast  (CPIM Approved)

    Year-end budgetary compliance, County Auditor/AOS requirements

    • Temporary/Permanent vs. Final Appropriations: 
    • Temporary/Permanent appropriations for the next fiscal year, and final appropriations for previous year
    • Board may adopt of appropriation measure, which may be temporary (July 1) (ORC 5705.38(A))
    • Certificate of Available Balances
    • Treasurer must certify available revenue in funds to county auditor (July 1) (ORC 5705.36(A)(1)) – Official certificate of estimated resources
    • Certificate of Available Balances
    • Official/Final Amended Certificate of Estimated Resources
    • Request for an amended official certificate, if necessary (prior to July 1)

    Ryan Stechschulte, Treasurer/CFO, Toledo Public Schools
    Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools


    10:45 a.m.
    Break


    11:00 a.m. 
    Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)  (CPIM Approved)

    • Budget/Revisions, USAS Allocation, Spending Deadlines, PCRs, (submit prior to June 30) FERs (Due September 30)
      • Allocation of costs to appropriate USAS accounts (special education function codes; IDEA funds; Title I funds) - for next fiscal year
      • Monthly project cash requests (PCRs) and budget revisions 
      • PCR advance requests for October approved and budget revisions
    • Work with school departments to create the plan
    • Obligated funds by June 30, expended by Sept. 30 (with CCIP Final Expenditure Report due Sept 30)
    • CCIP budgets must be substantially approved for the fiscal year beginning July 1 prior to expending funds

    Brad Deleruyelle, Treasurer/CFO, Pandora-Gilboa Schools
    Kerri Johnson, Treasurer/CFO, Anthony Wayne Local Schools

    12:00 p.m.
    Lunch


    12:45 p.m. 
    Licensure Issues: Licensure Validation, Local Professional Development Committee, and Individual Professional Development Plan

    • Contact hours versus semester hours
    • Course work tied to IPDP
    • What must be submitted (CEU form/Agendas, etc.)

    Nicholas Martin, Treasurer, North College Hill City Schools

    1:15 p.m.
    Student Activities & Boosters  (CPIM Approved)

    Matt Stout, Bricker & Eckler
    Matt Feasel, Treasurer/CFO, Pike-Delta-York Schools


    2:00 p.m.
    Break


    2:15 p.m. 
    Records Retention

    Jenny Moneghan, Assistant Treasurer, Anthony Wayne Schools
    Anne Arnold, Edison Local Schools


    2:45 p.m.
    Round Table Discussion - Cash vs. GAAP - Preparing for Year-End

    Anne Arnold, Treasurer/CFO, Edison Local Schools
    Melcie Wells, Treasurer/CFO, Warren Local Schools


    3:30 p.m.
    Conclusion and Q&A


    Jenalee Niese

    EMIS Coordinator, Holgate Local Schools

    Jenalee Niese is the EMIS Coordinator at Holgate Local Schools. Jenalee recently completed the OASBO Treasurer Bootcamp and utilized pathway three to obtain her School Treasurer’s License.

    Jenalee has 15 years’ experience in education and has gained experience in many aspects of a school’s business and reporting procedures. Jenalee conducts the reconciliation of SFPR vs. FTE student data, collects and manages student and staff data in PowerSchool with submissions to the Data Collector, administator of PowerTeacher Pro, WebXam and IEP Anywhere – managing timelines and audits. Jenalee oversees numerous Safe account programs including Scholarships, CTE-26, provides data for Tuition, Excess and Catastrophic Cost, analyzes teacher licensure and report card data in the Secure Data Center (SDC), works with AESOP, USAS and RAM, fee receipts, and ODDEX. 

    Tami Bevins

    EMIS Supervisor, Four County Career Center

    Tami has been the EMIS/State Testing Supervisor at Four County Career Center in Archbold, OH for 10 years. Prior to that she worked at an ITC assisting districts with their student software systems. Tami has a master’s degree in Career-Technical Education with a minor in Business/Human Resource Management. She and her husband  enjoy spending time with their blended family of 8 children and 13 grandchildren. 

    Ryan Stechschulte

    CFO/Treasurer, Toledo Public Schools

    Mr. Ryan Stechschulte is the Treasurer/CFO for Toledo Public Schools. He has been with the school district, which is the top four as far as enrollment in the State of Ohio, since July, 2015.

    Prior to making the move to Toledo Public Schools, Mr. Stechschulte served as the Treasurer/CFO of several other school districts, including Ada Exempted, Patrick Henry, Ottawa Hills and Lima City. Throughout his career, he has gained valuable experience in the areas of school law and finance. He has also been involved in setting district policy and being on contract negotiating teams.

    Mr. Stechschulte is a past president of the board of directors for OASBO and has presented at numerous local, regional and national conferences on varying topics having to do with school finance. 

    Cajon Keeton

    Treasurer/CFO, Benton Carroll Salem Local SD

    Cajon Keeton is the Treasurer for the Benton-Carroll-Salem Local School District in Ottawa County Ohio. Prior to joining BCS, Cajon served as a High School Business and Technology teacher in Central Ohio. 

    Brad Deleruyelle

    Treasurer/CFO, Pandora-Gilboa Local SD

    Brad Deleruyelle is the Treasurer / CFO of Pandora-Gilboa Local Schools and has served in that role for the last 14 years.  Prior to that, Brad served as the Treasurer / CFO of Continental Local Schools.

    Brad graduated from the University of Toledo with a Bachelor’s Degree double majoring in Accounting and Management with minors in Business Law and Marketing.  He later graduated from the University of Findlay with his MBA.

    Brad has been involved in OASBO since becoming a Treasurer.  He has served in the officer chairs of the West Central Chapter and is presently the Northwest Regional Director on the Board of OASBO.


    Kerri Johnson

    Treasurer/CFO, Anthony Wayne Local Schools

    Kerri Johnson has been the Treasurer of Anthony Wayne Local Schools since 2006.  Prior to being hired at Anthony Wayne LSD, she was the Treasurer at Gibsonburg Exempted Village School District for 14 years.  She started her career at Vanguard Vocational Center as an Assistant Treasurer in 1990 and worked there three (3) years.  

    Ms. Johnson is a graduate of Tiffin University with a Bachelor Degree in Business Administration with a minor in Finance. She is a member of the Ohio Association of School Business Officials and a past president of the Northwest Ohio Chapter. She serves on various OASBO committees.

    Nicholas Martin

    Treasurer, North College Hill City SD

    Nick Martin joined North College Hill City School District at the end of August 2018 as Treasurer. Prior to joining North College Hill, Nick spent time at Dayton Public Schools, Shared Resource Center, and Dayton Early College Academy (DECA). Nick started his career as a financial auditor with the Auditor of State's office in 2011. For the last two years, Nick has served as OASBO's LPDC Vice-Chair and will take over as Chair in July 2021.

    Outside of the Treasurer's office, Nick enjoys anything sports related and is an active referee for high school soccer. In downtime, Nick enjoys learning more about the financial markets and entrepreneurship. Nick lives in Lebanon, Ohio with his wife, Alissa, and 3 children, aged 8 and under

    Matt Stout

    Partner, Bricker & Eckler

    Matt Stout is a partner in Bricker & Eckler'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.

    Matt Feasel

    Treasurer/CFO, Pike-Delta-York Local 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 Pike Delta York Local School District in Northwest Ohio.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City and Elmwood Local Schools.

    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.   

    Jenny Moneghan

    Assistant Treasurer, Anthony Wayne Local Schools

    Jenny Moneghan, the Assistant Treasurer for the Anthony Wayne Local School District, has served in this position for 8 years.  Prior to Anthony Wayne, she worked as Assistant Treasurer for Gibsonburg Exempted Village School District and was at Gibsonburg for almost 18 years. Ms. Moneghan is a graduate of Terra State Community College with an Associate Degree in Business and a major in Accounting.  She is a member of OASBO and their local chapter NWOASBO.

    Ms. Moneghan lives in Green Springs, Ohio with her husband.  In their spare time, they enjoy raising and showing their Labrador retrievers and Cavalier King Charles Spaniels.  They have 3 adult children and 3 awesome grandchildren.  

    Anne Arnold

    Treasurer/CFO, Edison Local Schools

    Anne Arnold is Treasurer/CFO at Edison Local Schools in Erie County.   She oversees the financial operations of the district with a general fund budget of almost $20 million dollars. Before coming to Edison Local, Anne was the Treasurer/CFO at Benton Carroll Salem Local School District in Oak Harbor and prior to that at Woodmore Local Schools in Woodville. 

    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 name Outstanding Treasurer/CFO of the Year for 2017. Anne is also a member of the Village Council in Lindsey, Ohio where she lives with her husband and son.  In her spare time, she enjoys day trips with her family and spending time with friends.

    Melcie Wells

    Treasurer/CFO, Warren City Schools

    A public school Treasurer for 0 years, Melcie has established herself as a respected colleague that strives in leadership and collaboration. A 1993 graduate of Waterford High School, a 1996 graduate of Marietta College with a Bachelor of Arts degree in Accounting, Melcie started her career in the newspaper industry serving as the accountant for the Gannett owned Marietta Times in Marietta, Ohio.  In 1999, she decided to further her education and in 2000, became a graduate of Ohio University with a Masters of Science in Accounting.

    In 2000, Melcie accepted a position with the Local Government Services division of the Ohio State Auditor’s Office. Over the next eight years, Melcie worked with various governmental entities assisting and or completing GAAP conversions, five-year forecasts, PAFR’s, training of governmental finance officials, and creating training manuals. 

    In 2008, Melcie accepted her first Treasurer’s position in her home school district, Warren Local in Vincent, Ohio. In 2011, Melcie accepted an additional position with Fort Frye Local Schools as their Treasurer and served both District’s through a shared services agreement for 2 years. Melcie still serves as the Treasurer at Warren Local currently, and is the OASBO Board President.

  • Shaping the Cash Balance Conversation

    Contains 4 Component(s), Includes Credits Recorded On: 05/11/2021

    There seems to be a lot of buzz about cash balances lately – the union wants a raise, your taxpayers and the state think you have too much, and your Board wants to spend it on new turf. But as the district CFO, what can you do to help shape the conversation around cash balances, why you need it, what a reasonable balance is, and what strategically you can be doing with that money?

    Date: 5/11/2021, 10 a.m.

    Cost: Free for members

    1 Hour of CPIM Credit Approved

    There seems to be a lot of buzz about cash balances lately – the union wants a raise, your taxpayers and the state think you have too much, and your Board wants to spend it on new turf.  But as the district CFO, what can you do to help shape the conversation around cash balances, why you need it, what a reasonable balance is, and what strategically you can be doing with that money?

    We’ll discuss and help you message:

    • Key cash balance metrics – what makes sense for your district?
    • Why cash balance is important, and what your board needs to know about cash balance leadership?
    • Why you still might need a levy even though you have a “healthy” cash balance?  
    • Ways to use cash balance to strategically serve your students


    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

    Ryan Ghizzoni

    Consultant, Forecast5 Analytics; OASBO Past President

    Ryan began his career with the Auditor of State’s Office and has served as a school district treasurer for the 16 years. He currently is a Senior Analytical Advisor for Forecast 5.

    During his career, he has also served as Treasurer/CFO of the Stow Munroe Falls City School District, the Lorain City School District, the Fairview Park City School District, Berea City School District and Austintown Local School District.  He has been the recipient of 9 Association of School Business Officials International Meritorious Budget Awards (ASBO) and was the recipient of the Ohio Association of School Business Officials 2011 Outstanding Treasurer of the Year Award.   He is a past President of the Ohio Association of School Business Officials, previously chaired the ASBO Meritorious Budget Award Advisory Committee and has served on numerous local, state and national committees.  Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.