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  • Essentials of Leadership 2025-2026
    Contains 1 Component(s) Includes a Live In-Person Event on 08/07/2025 at 8:00 AM (EDT)

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

    Date: 08/07/2025

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

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

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

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


    Agenda

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

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

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

    Standards: 1.1-1.3; 4.1-4.2

    10:45 a.m. 
    Break

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

    Standards: 1.1, 1.3, 4.3 

    12:00 p.m. 
    Lunch

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

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

    1:45 p.m.
    Break

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

    Standards: 1.1, 4.3

    3:00 p.m. 
    Adjourn


  • Essentials of Business Operations 2025-2026
    Contains 1 Component(s) Includes a Live In-Person Event on 08/05/2025 at 8:00 AM (EDT)

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

    Date: 08/05-06/2025

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

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

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

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

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

    Agenda - Day 1

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

    Standards: 1.2, 1.4-1.5, 3.3; 4.2

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

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

    Standards: 1.2, 1.4-1.5, 3.3; 4.2

    10:45 a.m.  
    Break

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

    Standards: 1.2, 1.4-1.5, 3.3; 4.2
        
    12:00 p.m.  
    Lunch

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

    Standards: 1.1-1.2; 4.3; 5.3

    1:45 p.m.
    Break

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

    Standards: 1.1-1.2; 4.3; 5.3

    3:00 p.m.
    Break 

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

    Standards: 1.1-1.2; 4.3; 5.3

    4:15 p.m.  
    Adjournment


    Day 2

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

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

    9:30 a.m.
    Break

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

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

    10:45 a.m.  
    Break

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

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

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

    12:00 p.m. 
    Lunch

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

    Standards: 2.1-2.4; 5.3

    1:45 p.m.  
    Break

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

    Standards: 2.1-2.4; 5.3 

    3:00 p.m. 
    Break

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

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

  • Essentials of Human Resources 2025-2026
    Contains 1 Component(s) Includes a Live In-Person Event on 07/23/2025 at 8:00 AM (EDT)

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

    Date: 07/23-24/2025

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

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

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

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

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

    Agenda - Day 1

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

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

    10:00 p.m. 
    Break

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

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

    11:45 a.m.
    Lunch 

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

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

    2:00 p.m. 
    Break 

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

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

    3:45 p.m. 
    Adjourn


    Day 2

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

    Standards: 1.2, 1.4, 2.4, 4.2, 5.3

    10:00 a.m.
    Break  

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

    Standards: 1.2, 2.4; 4.2-4.3; 5.3

    11:45 a.m.
    Lunch

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

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

    1:30 p.m.
    Break

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

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

    3:00 p.m.
    Break

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

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

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

    4:15 p.m. 
    Adjourn

  • Monthly Webinar: The Power of a Dependent Audit: Reducing Your Risk
    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/22/2025 at 12:00 PM (EDT)

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

    Date: 07/22/2025

    Location: Online via Zoom

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


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

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

    Lisa Stevens

    Account Development Executive, American Fidelity

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

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

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

    Melissa Swearingen

    Treasurer/CFO, Hilliard City SD

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

  • Essentials of Budgeting & Forecasting 2025-2026
    Contains 1 Component(s) Includes a Live In-Person Event on 07/09/2025 at 8:00 AM (EDT)

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

    Date: 07/09-10/2025

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

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

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

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

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

    Agenda - Day 1

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

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

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

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

    11:30 a.m.
    Lunch

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

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

    1:45 p.m.
    Break

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

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

    3:45 p.m.
    Adjourn 


    Day 2

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

    10:15 a.m.
    Break

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

    11:15 a.m. 
    Break

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

    12:30 p.m. 
    Lunch

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

    2:15 p.m.
    Break

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

    3:30 p.m. 
    Adjourn

  • T-2 Reporting Webinar (CPIM Approved)
    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 06/25/2025 at 12:00 PM (EDT)

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

    Date: 06/25/2025

    Location: Online via Zoom

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


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

    William Andexler

    Transportation Consultant, Shared Services Alliance (SSA)

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


    Jennifer Sudhoff

    Fiscal Operations Coordinator, Shared Services Alliance (SSA)

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

  • Essentials of School Funding & Finance 2025-2026
    Contains 1 Component(s) Includes a Live In-Person Event on 06/17/2025 at 8:00 AM (EDT)

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

    Date: 06/17-18/2025

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

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

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

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

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

    Agenda - Day 1

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

    9:00 a.m.
    Break

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

    Standards: 1.2, 1.5; 2.3; 4.1; 5.3

    10:30 a.m. 
    Break

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

    Standards: 1.2; 5.1-5.3

    11:45 a.m. 
    Lunch

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

    1:30 p.m.
    Break

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

    3:15 p.m. 
    Adjourn


    Day 2

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

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

    9:45 a.m.
    Break

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

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

    11:00 a.m.
    Break

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

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    12:30 p.m.
    Lunch

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

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    2:00 p.m.
    Break

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

    3:15 p.m.
    Break

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

  • Essentials of Financial Management & Administration 2025-2026
    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 06/04/2025 at 8:30 AM (EDT)

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

    Date: 06/04-05/2025

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

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

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

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

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


    Agenda - Day 1

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

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

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

    10:45 a.m. 
    Break

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

    Standards: 1.2, 2.4, 5.3

    12:00 p.m.
    Lunch

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

    Standards: 1.2, 2.4, 5.3

    1:45 p.m.
    Break

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

    3:00 p.m.
    Break

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

    Standards: 1.2, 1.4, 5.3

    4:15 p.m.
    Adjourn


    Day 2

    8:30 a.m.
    Module 5: Purchasing  (CPIM Approved)
    Katie Johnson, Executive Director, OASBO
    Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

    Standards: 1.2, 1.4, 5.3 

    9:45 a.m. 
    Break

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

    Standards: 1.2, 1.4, 5.3

    11:00 a.m. 
    Break

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

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

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

    2:15 p.m.
    Break

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

    Standards: 5.1, 5.3     

    3:30 p.m.
    Adjourn

    Anne Arnold

    Treasurer/CFO, Gibsonburg EVSD

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

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

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

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

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

    Erin Wessendorf-Wortman

    Attorney, Ennis Britton Co., LPA

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

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

    Matt Feasel

    Treasurer/CFO, Bowling Green City SD

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

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

    Ryan Pendleton

    Executive Director, Shared Service Alliance (SSA)

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

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

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

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

    Andrew Pizzulo

    Financial Operations Coordinator, Shared Services Alliance (SSA)

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

    Jennifer Bruns

    Treasurer/CFO, St Henry Consolidated Local SD

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

    Joe Violand, CFA

    Director & Portfolio Manager, RedTree Investment Group

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

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

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

    Cindy Ritter

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

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

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

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

    Katie Johnson, Esq.

    Executive Director, OASBO

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

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

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

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

    Matt Stout

    Partner, Bricker Graydon LLP

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

    Ryan Jenkins

    Treasurer/CFO, Olentangy Local SD

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


    Andy Geistfeld

    Treasurer/CFO, Upper Arlington City Schools

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

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

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

  • Fundamentals of Payroll 2024-2025 - May 2025
    Contains 21 Component(s)

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

    Session Dates: 

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

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

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

    Note: This course is limited to 65 attendees.

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

    Agendas:

    May 15 - Session 1

    May 22 - Session 2

    May 29 - Session 3

    Christy Buller

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

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

    Lindsay Moody

    Payroll Supervisor, Springfield City SD

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

    Brittany Lee

    Assistant Treasurer, Warren Local SD

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

    Brenda Core

    Treasurer, Northwest Ohio Area Computer Services Cooperative

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

    Rebecca Bunting

    Fiscal Support Specialist, Meta Solutions

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

    Carolyn Giuffre

    Fiscal Support Specialist, Tri County Computer Service Association

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

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

  • Certifying Funds -- .41 vs. .412 and Blanket vs. Super Blanket Webinar
    Contains 3 Component(s), Includes Credits Recorded On: 05/21/2025

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

    Date: 05/21/2025

    Location: Online via Zoom

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

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

    Key takeaways:

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


    Chris McCloskey

    Partner, Bricker Graydon LLP

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