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Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
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  • Contains 1 Component(s) Includes a Live In-Person Event on 08/08/2024 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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 08/08/2024

    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.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Agenda

    Coming soon!

  • Contains 1 Component(s) Includes a Live In-Person Event on 08/06/2024 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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 08/06 & 07/2024

    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.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned for more information on how 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

    Coming soon!

  • Contains 1 Component(s) Includes a Live In-Person Event on 07/17/2024 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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 07/17 & 18/2024

    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.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned for more information on how 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

    Coming soon!

  • Contains 1 Component(s) Includes a Live In-Person Event on 07/15/2024 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 ODE’s role and oversight in the five year forecast. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 07/15 & 16/2024

    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 ODE’s role and oversight in the five year forecast.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned for more information on how 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

    Coming soon!

  • Contains 1 Component(s) Includes a Live In-Person Event on 06/19/2024 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 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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 06/19-20/2024

    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 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.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned for more information on how 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

    Coming soon!

  • Contains 1 Component(s) Includes a Live In-Person Event on 06/17/2024 at 8:30 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 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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 06/17-18/2024

    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 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.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned for more information on how 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

    Coming soon!

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/12/2024 at 12:00 PM (EDT)

    This webinar is the final session in series of four webinars covering topics surrounding Performance Management Training. Session four will cover the many areas around motivation and its impact on performance, coaching, feedback, improvement commitments, and holding performance/discipline conversations.

    Date: 06/12/2024

    Location: Online via Zoom

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

    1. Motivation and how it impacts performance
    2. Coaching, feedback, and commitments to improve
    3. Holding the performance/discipline conversation
      1. Crucial conversation
      2. How to give feedback 
        1. Specific description of behavior
      3. Writing the performance improvement plan and how to monitor it

    Kara Brown

    Consultant

    Kara is the Superintendent for the Hardin and Union County Boards of DD.  She has been working with OASBO since 2015 to deliver training including 7 Habits of Highly Effective People, Leadership at the Speed of Trust, and Crucial Conversations.

  • Contains 5 Component(s) Includes Multiple Live Events. The next is on 06/11/2024 at 8:00 AM (EDT)

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

    Date: June 11, 2024

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

    Cost: $25 

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

    Agenda

    8:00 a.m.
    Welcome - Introduction to OASBO/Network/Collaborate

    Presenters: Kim Laugherty, OASBO COO & Katie Johnson, OASBO Interim Executive Director
     
    8:30 a.m.
    What are Boards Looking for in Treasurers

    Presenters: K12 Business Consulting and OASBO Past Presidents
                      Chris Mohr, Becky Jenkins, Jenni Logan, Dee Cramer & Cindy Ritter

    9:30 a.m. 
    Break

    9:45 a.m.
    The Interview Process & How to Break In!

    Presenters: Ryan Pendleton, Finding Leaders, and Executive Director, North Coast Shared 
                                               Services Alliance (NCSSA)
                       Paul Pendleton, Finding Leaders, Owner
     

    10:45 a.m.
    Break

    11:00 a.m. 
    Licensure Basics, LPDC & OASBO Mentoring Program

    Presenters: Kim Laugherty, OASBO COO & Katie Johnson, OASBO Interim Executive Director
      
    11:45 a.m. 
    Lunch + 20-Minute Screening Interviews

    Adjourn after interviews

    Kim Laugherty, CAE

    Chief Operations Officer, OASBO

    Kim Laugherty, a Certified Association Executive, is OASBO’s COO and has served the association since 2005. She works collaboratively with senior staff, administrative staff, the board of directors, and volunteer leaders to drive initiatives to support the organization’s mission and strategic goals.

    As COO, Kim directs the association’s learning programs and annual conferences; the mentoring program for new SBOs; and membership recruitment and retention. She also oversees IT, manages software implementations and special initiatives; and provides support for corporate partners and sponsors.

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


    Katie Johnson, Esq.

    Interim Executive Director, OASBO

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

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

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

    Chris Mohr

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

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

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

    Rebecca Jenkins

    Treasurer/CFO, New Albany-Plain Local Schools

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

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

    Jenni Logan

    Treasurer/CFO, Sycamore Community City Schools

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

      

    Dolores "Dee" Cramer

    Retired Treasurer, OASBO Past President

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

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

    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.

    Ryan Pendleton

    Executive Director, North Coast Shared Service Alliance (NCSSA)

    Ryan Pendleton is the Executive Director of the North Coast 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.  

    Paul E. Pendleton

    Owner, Finding Leaders

    In addition to being the owner of Finding Leaders, Paul Pendleton is a former Co-Director of Leadership Services at the Educational Service Center (ESC) of Cuyahoga County. Previously, he has been the superintendent of the Danville Local Schools, Mt. Gilead Exempted Village Schools and Nordonia Hills City Schools. He was also part owner of the Santa Rita Collaborative which assist school districts with community engagement activities.

    He has served the education community as a social studies teacher, football coach, athletic director, guidance counselor, assistant middle school principal, high school principal, superintendent and consultant. Mr. Pendleton has also served as an adjunct faculty member for Kent State University, University of Akron, Ashland University and Mt. St. Joseph College. 

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/22/2024 at 12:00 PM (EDT)

    STRS/SERS Updates

    Date: 05/22/2024

    Location: Online via Zoom

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

    STRS/SERS Updates 
    Patty Gordon and Todd Wolford, STRS 
    Katie Talbert, Carllisa Holman, Michelle Richards, SERS


    Patty Gordon

    Employer Education Sr. Coordinator, STRS

    Patty Gordon is an Employer Education Sr. Coordinator with State Teachers Retirement System (STRS) of Ohio.  She’s been employed with STRS for 11 years, with eight of those years in Employer Education.  Prior to working for STRS, Patty was in Human Resources and Payroll.  She earned her bachelor’s degree in Business Administration from The Ohio State University.  Growing up in Ohio, she has been a lifelong Buckeye fan.  She enjoys travelling with her husband and 2 daughters, gardening, baking and listening to music.

    Todd Wolford

    Employer Education Sr. Coordinator, STRS

    Todd Wolford is an Employer Education Sr. Coordinator with STRS Ohio, where he develops and hosts training opportunities to assist STRS Ohio employers in all aspects of employer reporting.

    Todd has worked with STRS Ohio for over 14 years and prior to his current position Todd was a Retirement Reporting Specialist and a Sr Reporting Coordinator where he became an expert in annual reporting, retirement reporting, and payroll reporting.  

    In his free-time Todd enjoys coaching youth sports in the Columbus area and spending time with his family. 

    Katie Talbert

    Employer Outreach Coordinator, SERS

    Katie Talbert has served in Employers Services at the School Employees Retirement System of Ohio (SERS) for 12 years. She currently serves as an Employer Outreach Specialist at SERS.

    She provides customer service to employers who call with inquiries regarding their roles and responsibilities as well as conducts both virtual and in-person trainings. She also has been instrumental in creating a variety of instructional guides for employers and web tutorials to help train employers.

    Talbert graduated from Ohio Dominican University with a Bachelor of Science in Business degree. 

    Carlisa Holman

    Supervisor-Employer Outreach, SERS

    Carlisa Holman is the Supervisor of Employer Outreach at School Employees Retirement System of Ohio (SERS). She supervises the development of communications and education programs for Employers.  She has worked 20 years at SERS, prior to joining the Employer Services Department, Carlisa worked in the Member Services Department where she provided retirement education for the members and retirees. 

    Michelle Richards

    Employer Outreach Specialist, SERS

    Michelle Richards is the newest Employer Outreach Specialist at the School Employees Retirement System of Ohio (SERS). Michelle assists with developing educational programs and training new payroll officers about roles and responsibilities when reporting to SERS. She has been with SERS for one year. Prior to joining the Employer Services Department, Michelle worked at Ohio Public Employees Retirement System as an Employer Outreach Specialist.

  • Contains 8 Component(s) Includes Multiple Live Events. The next is on 05/15/2024 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: May, 15, 2024

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 OR Online via Zoom

    Cost: $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 & Introductions

    8:05 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).
    Presenter:  Tammy Hrosch, META Solutions   

    9:05 a.m. 
    Break

    9:20 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)
    Presenters:  Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools 
                         Kyle Smith, Treasurer/CFO, Bexley City Schools       

    10:35 a.m. 
    Break

    10:45 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 funds
    Presenters: Brad Deleruyelle, Treasurer/CFO, Pandora-Gilboa Schools 
                       Kerri Johnson, Treasurer/CFO, Anthony Wayne Local Schools 

    11:45 a.m.
    Lunch

    12:30 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.)
    Presenter: John Espy, MBA, Milford EVSD

    1:00 p.m.
    Break

    1:15 p.m. 
    Student Activities & Boosters
       (CPIM Applicable)        
    Presenter: Matt Stout, Bricker Graydon

    2:15 p.m. 
    Break

    2:25 p.m. 
    Records Retention

    Presenters: Kerri Johnson, Treasurer/CFO, Anthony Wayne Local Schools 
                       Jenny Moneghan, Retired Assistant Treasurer, Anthony Wayne Local Schools  

    2:55 p.m.
    Round Table Discussion - Cash vs. GAAP - Preparing for year-end

    Panelists: Kerri Johnson, Treasurer, Anthony Wayne Local Schools
                     Melcie Wells, Treasurer/CFO, Warren Local Schools 
                      Rhonda Feasel,  Treasurer/CFO, Mohawk Local Schools 
           
    3:40 p.m.
    Conclusion and Q&A