Date: 08/07/2025

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

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

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

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

Agenda

8:30 a.m.
Module 1: Characteristics of Leadership and the Role of the Treasurer/CFO
Standards: 1.1-1.6; 2.1-2.2, 2.4; 4.1-4.2; 5.1, 5.5
 
9:30 a.m. 
Break

9:45 a.m.
Module 2: School District Management – Relationship with the Board of Education and Superintendent 
Standards: 1.1-1.3; 4.1-4.2

10:45 a.m. 
Break

11:00 a.m.
Module 3: The District's Strategic Plan - Roles and Responsibilities of the Treasurer/CFO
Standards: 1.1, 1.3, 4.3 

12:00 p.m. 
Lunch

12:45 p.m.
Module 4: The Treasurer/CFO's Office - Management and Development of Staff
Standards: 1.1-1.2, 1.4, 1.6; 3.4; 4.2

1:45 p.m.
Break

2:00 p.m. 
Module 5: Advocacy and the Legislative Process
Standards: 1.1, 4.3

3:00 p.m. 
Adjourn

Date: 08/05-06/2025

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

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

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

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

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

Agenda - Day 1

8:30 a.m.
Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) (CPIM Pending)
Standards: 1.2, 1.4-1.5, 3.3; 4.2

9:30 a.m.
Break
 
9:45 a.m.
Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other) (CPIM Pending)
Standards: 1.2, 1.4-1.5, 3.3; 4.2

10:45 a.m.  
Break

11:00 a.m.  
Module 1: Workers Compensation                
Standards: 1.2, 1.4-1.5, 3.3; 4.2
    
12:00 p.m.  
Lunch

12:45 p.m.
Module 2: School Safety & Security, NIMS, and School Emergency Management Plans
Standards: 1.1-1.2; 4.3; 5.3

1:45 p.m.
Break

2:00 p.m.
Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
Standards: 1.1-1.2; 4.3; 5.3

3:00 p.m.
Break 

3:15 p.m. 
Module 2: IT Security 
Standards: 1.1-1.2; 4.3; 5.3

4:15 p.m.  
Adjournment

Day 2

8:30 a.m.
Module 3: Facilities Utilization, Inventory and Capital Assets 
Standards: 1.2-1.4; 2.3; 3.1, 3.3-3.4

9:30 a.m.
Break

9:45 a.m.
Module 4: Bidding, Contracts, 412 Certificates  
Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

10:45 a.m.  
Break

11:00 a.m.
Module 4: School Facilities & Construction  
Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

12:00 p.m. 
Lunch

12:45 p.m.
Module 5: Transportation - Transportation Modules
Standards: 2.1-2.4; 5.3

1:45 p.m.  
Break

2:00 p.m.
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
Standards: 2.1-2.4; 5.3 

3:00 p.m. 
Break

3:15 p.m.
Module 6: Food & Nutrition
Standards: 2.1-2.4; 5.3
 
4:15 p.m. 
Adjourn

Date: 07/23-24/2025

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

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

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

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

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

Agenda - Day 1

8:30 a.m. 
Module 1: Hiring Basics:  Recruiting Methods, Job Descriptions and Application Forms, Interviewing, Reference Checks, Offer of Employment
Standards: 1.1, 2.4; 4.2-4.3; 5.1-5.3

10:00 p.m. 
Break

10:15 a.m.  
Module 2: Compensation and Employment Laws: Civil Service, Types of Employment Contracts, and Bargaining v. Non-Bargaining Unit, Employment Contracts/Board Agendas-What Should Be On Them, Personnel Files, and Records Retention
Standards: 1.1, 2.1, 2.4; 4.1-4.3; 5.1-5.3

11:45 a.m.
Lunch 

12:30 p.m. 
Module 2: Compensation and Employment Laws: Teacher Compensation and Salary Schedules, and Negotiations: Preparing for the Negotiating Table, Process and Communications
Standards: 1.1, 2.1, 2.4; 4.1-4.3; 5.1-5.3

2:00 p.m. 
Break 

2:15 p.m.   
Module 3: Employment Laws and Leave Provisions
Standards: 1.1-1.2; 2.4; 4.2-4.3; 5.2-5.3

3:45 p.m. 
Adjourn

Day 2

8:30 a.m.  
Module 4: Evaluation Training, Performance Evaluation Criteria, Effective Conveyance and Evaluation Requirements, Compensation Systems/Merit Pay 
Standards: 1.2, 1.4, 2.4, 4.2, 5.3

10:00 a.m.
Break  

10:15  a.m.
Module 5: Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation, Separation from Employment
Standards: 1.2, 2.4; 4.2-4.3; 5.3

11:45 a.m.
Lunch

12:30 p.m. 
Module 6: Workers Compensation & Unemployment
Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3

1:30 p.m.
Break

1:45 p.m.
Module 6: 403(b), 457 Plans, HSA’s, Section 125, and Voluntary Benefits
Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3         

3:00 p.m.
Break

3:15 p.m.
Module 6: Employee Benefits
Standards: 1.2, 1.6; 2.4; 4.2; 5.2-5.3

4:15 p.m. 
Adjourn

Date: 07/09-10/2025

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

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

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

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

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

Agenda - Day 1

9:00 a.m.
Module 1: Appropriations & Budgeting (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

10:00 a.m.
Break
 
10:15 a.m. 
Module 2: Introduction to Forecasting; and Module 3 - Enrollment Projections (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

11:30 a.m.
Lunch

12:15 p.m.
Module 4.1: Forecasting Revenues - Local Property and Income Taxes (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3  

1:45 p.m.
Break

2:00 p.m.
Module 4.2: Forecasting Revenue - Calculating & Projecting the Components of State Aid (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

3:45 p.m.
Adjourn 

Day 2

8:00 a.m.

Module 5.1: Forecasting Expenditures - Salaries and Wages; and
Module 5.2: Forecasting Expenditures - Retirement and Insurance Benefits (CPIM Pending) 

10:15 a.m.
Break

10:30 a.m.
Module 5.3: Forecasting Expenditures - Other Expenditures (CPIM Pending) 

11:15 a.m. 
Break

11:30 a.m.
Module 4.3: Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.); and
Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending) 

12:30 p.m. 
Lunch

1:15 p.m.
Module 6: Fiscal Caution, Watch and Emergency (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 7: Analytics (CPIM Pending) 

3:30 p.m. 
Adjourn

Date: 06/25/2025

Location: Online via Zoom

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

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

Date: 06/17-18/2025

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

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

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

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

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

Agenda - Day 1

8:00 a.m.
Module 1: History of School Funding in Ohio 

9:00 a.m.
Break

9:15 a.m.
Module 2: Local Taxation - Property Taxes and Millage Rates
(Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations) (CPIM Pending)
Standards: 1.1, 1.3-1.6; 2.1-2.4; 3.1-3.2; 4.1-4.3; 5.3

11:00 a.m. 
Break

11:15 a.m.
Module 3: Impacts on Local Tax Revenue
(Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives) (CPIM Pending)
Standards: 1.1-1.5; 2.1, 2.4; 4.1-4.3; 5.3

12:30 p.m. 
Lunch

1:00 p.m.
Module 4: State Funding
(Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)
Standards: 1.2, 1.5; 2.3; 4.1; 5.3

2:15 p.m.
Break

2:30 p.m.
Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 1 (CPIM Pending)
Standards: 2.1-2.2, 2.4; 4.2-4.3

3:45 p.m. 
Adjourn

Day 2

8:30 a.m.
Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 2 (CPIM Pending)
Standards: 2.1-2.2, 2.4; 4.2-4.3

9:15 a.m.
Break

9:30 a.m.
Module 6: EMIS (Why Data counts, compiling, validating, reporting, certifying district data) (CPIM Pending)
Standards: 1.2; 5.1-5.3

10:30 a.m.
Break

10:45 a.m.
Module 7: Why Kids Count (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More) (CPIM Pending)

11:45 a.m.
Lunch

12:30 p.m.
Module 8: Grant Accounting & Management (State/Federal Grants, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs) (CPIM Pending)

2:00 p.m.
Break

2:15 p.m.  
Module 9: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency (CPIM Pending)

3:15 p.m.
Break

3:30 p.m.
Module 9: Annual Audits (CPIM Pending)
    
4:30 p.m.
Adjourn

Date: 06/04-05/2025

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

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

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

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

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

Agenda - Day 1

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

9:15 a.m.
Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer
Standards: 1.1, 1.4, 4.1-4.3; 5.2-5.5

10:45 a.m. 
Break

11:00 a.m. 
Module 2: Governing Laws, Regulations and Policies (CPIM Pending)
Standards: 1.2, 2.4, 5.3

12:00 p.m.
Lunch

12:45 p.m.
Module 2: Governing Laws, Regulations and Policies, continued (CPIM Pending)
Standards: 1.2, 2.4, 5.3

1:45 p.m.
Break

2:00 p.m.
Module 3: Ethics (CPIM Pending)
Standards: 5.1, 5.3     
 
3:00 p.m.
Break

3:15 p.m.
Module 4: Fund Accounting & USAS Coding (CPIM Pending)
Standards: 1.2, 1.4, 5.3

4:15 p.m.
Adjourn

Day 2

8:30 a.m.
Module 5: Purchasing  (CPIM Pending)
Standards: 1.2, 1.4, 5.3 

9:45 a.m. 
Break

10:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Pending)   
Standards: 1.2, 1.4, 5.3

11:00 a.m. 
Break

11:15 a.m.
Module 6: Student Activity Programs (CPIM Pending)
Standards: 1.2, 1.4, 5.3
   
12:30 p.m.
Lunch

1:15 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 7: Investment Basics (CPIM Pending)

3:30 p.m.
Adjourn

Date: 05/21/2025

Location: Online via Zoom

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

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

Key takeaways:

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

Session Dates: 

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

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

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

Note: This course is limited to 65 attendees.

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

Agenda: Coming Soon!

Date: 05/01/2025

Location: Online via Zoom

Fee: $0 (Member) / $55 (Non-Member)

The Certificate of Transition is a mandatory document for all Ohio fiscal officers, including school district treasurers/CFOs. It ensures that successors receive a comprehensive and accurate list of items as required by statute and prescribed by the Auditor of State. The primary goal of the Certificate of Transition is to provide incoming fiscal officers with essential files and documents related to planning, obligations, and responsibilities, facilitating a smooth and efficient transition. Creating a Certificate of Transition is not only a statutory requirement but also a best practice for establishing a common vocabulary and understanding of the most critical functions of fiscal operations. Given the numerous responsibilities of a fiscal officer, which can evolve over time, it is reasonable to assume that key elements might be overlooked during any transition, whether sudden or standard. To set your successor up for success, it is crucial to have a Certificate of Transition in place.