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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.
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Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/21/2025 at 12:00 PM (EDT)
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.
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Contains 11 Component(s), Includes Credits Includes Multiple Live Events. The next is on 04/24/2025 at 8:00 AM (EDT)
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). Specific areas covered in each quarter include CCIP, EMIS and budget-related content.
Date: 04/24/2025
Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom
Fee: $100 (Member) / $200 (Non-Member)
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). Specific areas covered in each quarter include CCIP, EMIS and budget-related content.
Agenda
8:00 a.m.
Welcome & Introductions8:05 a.m.
Educational Management Information System (EMIS) (CPIM Applicable)
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 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).9:05 a.m.
Break9:20 a.m.
Tying It All Together: Budgeting & Forecast (CPIM Applicable)
Topics to be covered, along with example documents for reference, include
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)10:35 a.m.
Break10:45 a.m.
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP) (CPIM Applicable)
Topics to be covered include:
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 funds11:45 a.m.
Lunch12:30 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.)1:00 p.m.
Break1:15 p.m.
Student Activities & Boosters (CPIM Applicable)2:15 p.m.
Break2:25 p.m.
Records Retention2:55 p.m.
Round Table Discussion - Cash vs. GAAP - Preparing for year-end3:40 p.m.
Conclusion and Q&A -
Contains 3 Component(s), Includes Credits Includes a Live Web Event on 04/23/2025 at 12:00 PM (EDT)
Description coming soon!
Date: 04/23/2025
Location: Online via Zoom
Fee: $0 (Member) / $55 (Non-Member)
Description coming soon!
Kathryn Williams
Business Development Representative, Hub Heartland | HORAN
Kathryn helps to design benefit packages that create equitable strategies for both employers and employees while enhancing employee retention and recruitment as well as containing long-term cost increases.
The core values and culture of HUB I HORAN mirror those to which Kathryn strives to adhere.
Her dedication and drive makes a difference by enabling HUB I HORAN to stay ahead of employee benefit trends.
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Contains 9 Component(s) Includes Multiple Live Events. The next is on 03/27/2025 at 8:00 AM (EDT)
This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the fourth quarter of the fiscal year (April, May, June). Specific areas covered in each quarter include CCIP, EMIS and budget-related content.
Date: 03/27/2025
Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom
Fee: $100 (Member) / $200 (Non-Member)
This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the fourth quarter of the fiscal year (April, May, June). Specific areas covered in each quarter include CCIP, EMIS and budget-related content.
Agenda
8:00 a.m.
Welcome8:05 a.m.
Educational Management Information System (EMIS) (CPIM Applicable)
Staff Reporting – review for attendance, resignations, etc.
College Credit Plus (CCP) Tuition Review (discussion on how it is loaded into Ohio District Data Exchange (ODDEX) and the 45-day review period)
Student full-time equivalent (FTE) counts and accuracy (including percent of time, special education, economic disadvantage, enroll/withdrawal);
Casino Count
Financial – H Collection (Jun – Aug)
Excess Cost Tuition
Career Tech Education Funding
Scholarship Review Period (EdChoice, Jon Peterson and Autism – timelines subject to change)9:05 a.m.
Break9:15 a.m.
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP) (CPIM Applicable)
Submit prior to June 30
Work with school district departments to create the plan
Obligated funds by June 30, expended by Sept. 30
PCRs and budget revisions
Acceptance of Federal Grants
Federal Grants Spending guidelines10:15 a.m.
Break10:25 a.m.
Tying It All Together: Budgeting & Forecast (CPIM Applicable)
Update to Five-Year Forecast
Year-end budgetary compliance, County Auditor/AOS requirements
Permanent vs. Final Appropriations: Permanent appropriations the next year, and final appropriations for previous year
Temporary Appropriations – and need to discuss county and state auditor timing
Certificate of available balances – Official certificate of estimated resources
Final amended certificate of estimated resources
Closing PO's especially blankets11:25 a.m.
Break11:35 a.m.
Property and Liability Insurance (CPIM Applicable)12:25 p.m.
Lunch1:00 p.m.
Preparing for an Audit and the IPA Process (CPIM Applicable)1:30 p.m.
Break1:35 p.m.
Property Taxation - Including levies options, timing and common pitfalls (CPIM Applicable)2:35 p.m.
Break2:45 p.m.
Levy Planning – Including Levy Campaign Dos & Don’ts (CPIM Applicable)3:45 p.m.
Conclusion and Q&A -
Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/19/2025 at 12:00 PM (EDT)
Not all CBA provisions are created equal, but preparation is key for successful negotiations. Join an experienced school attorney to discuss different provisions to consider to set your District up for success in bargaining and avoid unintended consequences, and learn more about recent negotiations trends affecting salary, healthcare, and other trending provisions.
Date: 03/19/2025
Location: Online via Zoom
Fee: $0 (Member) / $55 (Non-Member)
Not all CBA provisions are created equal, but preparation is key for successful negotiations. Join an experienced school attorney to discuss different provisions to consider to set your District up for success in bargaining and avoid unintended consequences, and learn more about recent negotiations trends affecting salary, healthcare, and other trending provisions.
Megan Greulich
Partner, Weston Hurd
Megan is a partner with Weston Hurd in the Education and Labor & Employment groups located in Columbus, Ohio. She focuses her practice on providing general counsel to public school districts in board governance, personnel, and student matters. Megan advises education law clients on complex issues including discipline, due process, public records, Title IX, board policies and procedures, collective bargaining, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review, negotiation, and interpretation and enforcement of collective bargaining agreements. Megan has successfully represented clients in arbitrations and in unfair labor practice charges before the State Employment Relations Board (SERB). Megan has represented clients before the U.S. Department of Education office for civil rights in matters involving claims of discrimination involving students, and has defended employers against complaints of discrimination filed with the U.S. Equal Employment Opportunity Commission (EEOC) and the Ohio Civil Rights Commission (OCRC). Megan frequently provides training to clients on a variety of employment and education related matters including human resources, Title IX, board governance, sunshine laws, and personnel-related matters.
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Contains 9 Component(s), Includes Credits Includes Multiple Live Events. The next is on 03/12/2025 at 8:00 AM (EDT)
This seminar is designed to develop a general understanding of the role and responsibilities of district personnel when managing grants, provide knowledge and best practices in the area of grants management, and discuss requirements outlined in the Ohio Revised Code (ORC) and Ohio Administrative Code (OAC).
Date: 03/12/2025
Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom
Fee: $100 (Member) / $200 (Non-Member)
This seminar is designed to develop a general understanding of the role and responsibilities of district personnel when managing grants, provide knowledge and best practices in the area of grants management, and discuss requirements outlined in the Ohio Revised Code (ORC) and Ohio Administrative Code (OAC).
Agenda
8:00 a.m.
Welcome & Introductions8:15 a.m.State and Federal Grants Management (CPIM Applicable)
Managing a Grant
Grant Resources
Budgets9:30 a.m.
Break9:45 a.m.
State and Federal Grants Management (CPIM Applicable)
Requesting Funding (Project Cash Request)
Closing out a Grant Final Expenditure Reports
Support Documentation11:15 a.m.
12:00 p.m.
Lunch
State and Federal Grants Management
Uniform Guidance1:15 p.m.
Break1:30 p.m.
Resource Management (CPIM Applicable)
IDEA MOE
IDEA Non-Equitable Services2:20 p.m.
Break2:30 p.m.
Maintenance of Effort, Equity, Etc.3:30 p.m.
Conclusion and Q & A -
Contains 7 Component(s), Includes Credits Includes Multiple Live Events. The next is on 03/07/2025 at 9:00 AM (EST)
Meet your 2-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, WC and UC updates & more. The workshop is free and open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick. *All regional seminars are in-person with the Central region being offered as a hybrid with zoom links and recording. **This seminar also qualifies for one safety council external training credit. IN-PERSON ATTENDANCE IS REQUIRED TO BE ELIGIBLE FOR THIS CREDIT.
Date: March 7, 2025
Location: OASBO Conference Center | 98 Commerce Park Dr | Westerville OH 43082
Cost: $0
Meet your 2-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, WC and UC updates & more.
The workshop is free and open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick
*All regional seminars are in-person with the Central region being offered as a hybrid with zoom links and recording.
**This seminar also qualifies for one safety council external training credit. IN-PERSON ATTENDANCE IS REQUIRED TO BE ELIGIBLE FOR THIS CREDIT.
AGENDA
9:00 a.m.
Welcome and Introductions
Presenter: Rejeana Woolum-Napier, Member Services Manager, Sedgwick
9:10 a.m.
Workers’ Compensation vs. Unemployment Hearings
• Attendees will learn what to expect during the hearing process as well as the differences between an Ohio workers’ compensation hearing and an unemployment hearing. This presentation will cover the various hearing levels as well as when you may want to retain an attorney and potential reasons for doing so.
Presenters: Pam Aulby, Client Services Representative, Sedgwick, and Rejeana Woolum-Napier, Member Services Manager, Sedgwick
10:00 a.m.
Break10:10 a.m.
Return to Work with Real Examples of Successful Outcomes
• We will be discussing return to work strategies that include transitional work, transitional work placements, modified duty off-site, vocational rehabilitation, job retention, remain at work and on-site physical therapy to help mitigate claim cost with successful case outcomes.
Presenter: Kiesha Martin, Client Services Representative, Sedgwick MCO
11:00 a.m.
Break11:10 a.m.
PERRP Top 15 Most Cited Safety Violations for Ohio Schools
• The Public Employment Risk Reduction Program (PERRP) is the safety enforcement arm for public entities in the State of Ohio. During this presentation, we will discuss the 15 most cited safety violations that PERRP has issued for Ohio schools in the past 10 years and how you can protect your workforce and stay in compliance with safety regulations.
Presenter: Andy Sawan, Risk Services Specialist, Sedgwick12:00 p.m.
Questions, Adjournment
Rejeana Woolum-Napier
Member Services Manager, Sedgwick
Rejeana Woolum-Napier is a Client Services Manager for Sedgwick. Rejeana has more than twenty years of experience in the Ohio Workers' Compensation industry; working with Ohio employers on claim resolution, cost containment strategies and overall risk management. Currently, Rejeana works with various organizations and trade associations offering the best possible solutions within their current workers’ compensation programs.
Prior to her current role, Rejeana has also worked in human resources, medical case management and safety consulting. During this time, she worked directly with Ohio employers regarding claim mitigation strategies, treatment authorizations, safe and timely return to work as well as on-site safety inspections. She also previously served on the Executive Board for the Safety Council of Greater Columbus.
Rejeana majored in political science at Columbus State Community College and has also completed extensive training in medical management and safety. She currently holds OSHA certifications in both construction and general industry.
Pamela Aulby
Client Services Representative, Sedgwick
Pamela has more than 33 years of experience in unemployment and workers’ compensation. Pam has been with Sedgwick since 2004 and has been a Hearing Consultant for both unemployment and workers’ compensation. Pam is well versed in the unemployment hearing process, witness preparation and representing employers in all states. Over her career, Pam held such roles as claims examiner, hearing representative, account executive and manager.
Kiesha Martin
Client Services Representative, Sedgwick MCO
Kiesha Martin has been an Account Executive with Sedgwick MCO since 2018, dedicated to simplifying the managed care process by assisting with controlling cost, client education and safety management programs. Kiesha received a bachelor’s degree from Ohio Dominican University. Kiesha has over 25 years’ experience in the workers compensation industry from claims management, hearings, self-insured and account management.
Andy Sawan
Risk Services Specialist, Sedgwick
Mr. Sawan has been in the Safety, Health and Environmental field for over 29 years. During his well-rounded career, he has worked in the consulting, manufacturing and Healthcare industries. In his various professional roles, he has worked to improve the safety conditions and maintain environmental compliance in these industries. In his current role with Sedgwick, Andy specializes in customer safety training, development of written safety policies and procedures, conducting educational presentations and recordkeeping compliance. He currently resides with his family in Akron, Ohio.
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Contains 1 Component(s) Includes a Live In-Person Event on 03/07/2025 at 8:00 AM (EST)
Don't miss out on this great regional professional development opportunity at the 21st Annual Northeast Region Chapters' Joint Workshop. Registration closes February 20 at 12:00 p.m.
Date: 03/07/2025
Cost: $100
Location: Northeast Ohio Medical University | 4211 S R 44 | Rootstown, OH 44272
Don't miss out on this great regional professional development opportunity at the 21st Annual Northeast Region Chapters' Joint Workshop.
Registration closes February 20 at 12:00 p.m.
Agenda to come, stay tuned!
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Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/06/2025 at 9:00 AM (EST)
Meet your 2-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, WC and UC updates & more. The workshop is free and open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick. *All regional seminars are in-person with the Central region being offered as a hybrid with zoom links and recording. **This seminar also qualifies for one safety council external training credit. IN-PERSON ATTENDANCE IS REQUIRED TO BE ELIGIBLE FOR THIS CREDIT.
Date: March 6, 2025
Location: OU Inn & Conference Center | 331 Richland Ave | Athens, OH 45701
Cost: $0
Meet your 2-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, WC and UC updates & more.
The workshop is free and open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick
*All regional seminars are in-person with the Central Region being offered as a hybrid with zoom links and recording. Click on the Central Region link if you need to register to attend virtually.
**This seminar also qualifies for one safety council external training credit. IN-PERSON ATTENDANCE IS REQUIRED TO BE ELIGIBLE FOR THIS CREDIT.
AGENDA
9:00 a.m.
Welcome and Introductions
Presenter: Rejeana Woolum-Napier, Member Services Manager, Sedgwick
9:10 a.m.
Workers’ Compensation vs. Unemployment Hearings
• Attendees will learn what to expect during the hearing process as well as the differences between an Ohio workers’ compensation hearing and an unemployment hearing. This presentation will cover the various hearing levels as well as when you may want to retain an attorney and potential reasons for doing so.
Presenters: Pam Aulby, Client Services Representative, Sedgwick, and Rejeana Woolum-Napier, Member Services Manager, Sedgwick
10:00 a.m.
Break10:10 a.m.
Return to Work with Real Examples of Successful Outcomes
• We will be discussing return to work strategies that include transitional work, transitional work placements, modified duty off-site, vocational rehabilitation, job retention, remain at work and on-site physical therapy to help mitigate claim cost with successful case outcomes.
Presenter: Kiesha Martin, Client Services Representative, Sedgwick MCO
11:00 a.m.
Break11:10 a.m.
PERRP Top 15 Most Cited Safety Violations for Ohio Schools
• The Public Employment Risk Reduction Program (PERRP) is the safety enforcement arm for public entities in the State of Ohio. During this presentation, we will discuss the 15 most cited safety violations that PERRP has issued for Ohio schools in the past 10 years and how you can protect your workforce and stay in compliance with safety regulations.
Presenter: Andy Sawan, Risk Services Specialist, Sedgwick12:00 p.m.
Questions, AdjournmentRejeana Woolum-Napier
Member Services Manager, Sedgwick
Rejeana Woolum-Napier is a Client Services Manager for Sedgwick. Rejeana has more than twenty years of experience in the Ohio Workers' Compensation industry; working with Ohio employers on claim resolution, cost containment strategies and overall risk management. Currently, Rejeana works with various organizations and trade associations offering the best possible solutions within their current workers’ compensation programs.
Prior to her current role, Rejeana has also worked in human resources, medical case management and safety consulting. During this time, she worked directly with Ohio employers regarding claim mitigation strategies, treatment authorizations, safe and timely return to work as well as on-site safety inspections. She also previously served on the Executive Board for the Safety Council of Greater Columbus.
Rejeana majored in political science at Columbus State Community College and has also completed extensive training in medical management and safety. She currently holds OSHA certifications in both construction and general industry.
Pamela Aulby
Client Services Representative, Sedgwick
Pamela has more than 33 years of experience in unemployment and workers’ compensation. Pam has been with Sedgwick since 2004 and has been a Hearing Consultant for both unemployment and workers’ compensation. Pam is well versed in the unemployment hearing process, witness preparation and representing employers in all states. Over her career, Pam held such roles as claims examiner, hearing representative, account executive and manager.
Kiesha Martin
Client Services Representative, Sedgwick MCO
Kiesha Martin has been an Account Executive with Sedgwick MCO since 2018, dedicated to simplifying the managed care process by assisting with controlling cost, client education and safety management programs. Kiesha received a bachelor’s degree from Ohio Dominican University. Kiesha has over 25 years’ experience in the workers compensation industry from claims management, hearings, self-insured and account management.
Andy Sawan
Risk Services Specialist, Sedgwick
Mr. Sawan has been in the Safety, Health and Environmental field for over 29 years. During his well-rounded career, he has worked in the consulting, manufacturing and Healthcare industries. In his various professional roles, he has worked to improve the safety conditions and maintain environmental compliance in these industries. In his current role with Sedgwick, Andy specializes in customer safety training, development of written safety policies and procedures, conducting educational presentations and recordkeeping compliance. He currently resides with his family in Akron, Ohio.