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  • Contains 2 Component(s), Includes Credits Includes a Live In-Person Event on 10/09/2024 at 3:00 PM (EDT)

    upcoming description

    Date: Oct. 9-11, 2024

    Location: Cherry Valley Hotel | 2299 Cherry Valley Rd SE | Newark, OH 43055. This conference is in-person only.

    Cost: EARLY BIRD: $275 (Member) / $550 (Non-Member)
             After 9/1/2024:  $300 (Member) / $600 (Non-Member)

    Hotel Reservations: Reservations will be made by calling Hotel directly at 740-788-1200 or 800-788-8008. Individuals must identify themselves as being with the Group (OASBO Leadership Conference) at the time the reservation is made to receive the special Group rate. Group’s cut-off date is September 18, 2024.

    AGENDA

    coming soon 


     

    Dr. Marguerite Roza

    Director, Edunomics Lab / Research Professor, McCourt School, Georgetown University

    Dr. Marguerite Roza is Research Professor at Georgetown University and Director of the Edunomics Lab, a research center exploring and modeling complex education finance decisions to inform policy and practice. She leads the McCourt School of Public Policy's Certificate in Education Finance, which equips participants with practical skills in strategic fiscal management, policy analysis, and leadership. Her research traces the effects of fiscal policies at the federal, state, and district levels for their implications on resources at the school and classroom levels. She is author of the highly regarded education finance book, Educational Economics: Where Do School Funds Go?

    Roza was a Senior Economic Advisor to the Bill & Melinda Gates Foundation and a Lieutenant in the US Navy teaching thermodynamics at the Naval Nuclear Power School. She earned a PhD in Education from the University of Washington, a BS from Duke University, and studied at the London School of Economics and the University of Amsterdam. 


  • Contains 1 Component(s) Includes a Live In-Person Event on 09/12/2024 at 8:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/12/2024

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

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

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.


    Agenda

    8:30 a.m.
    Auditor of State Update
    (CPIM Pending)

    9:30 a.m.
    Break

    9:45 a.m.
    Economic and Market Update
    (CPIM Pending)

    10:45 a.m. 
    Break

    11:00 a.m.
    Ohio Department of Education & Workforce Update
    (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:00 p.m.
    Lunch

    12:30 p.m.
    Legislative Hot Topics
    (CPIM Pending)
    Katie Johnson, OASBO 

    1:30
    Break

    1:45 p.m. 
    Property Tax Discussion

    Chris Kline, Lawrence County Deputy Auditor

    3:45 p.m. 
    Conclusion and Q&A

  • Contains 1 Component(s) Includes a Live In-Person Event on 09/10/2024 at 9:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/10/2024

    Location: Northeast Ohio Medical University (NEOMU) | The New Center - Cook Hall | 4211 State Route 44 | Rootstown, OH 44272

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.


    Agenda

    9:00 a.m.
    Auditor of State Update
    (CPIM Pending)

    10:00 a.m.
    Economic and Market Update
    (CPIM Pending)

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
    (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
    (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A

  • Contains 1 Component(s) Includes a Live In-Person Event on 09/05/2024 at 8:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/05/2024

    Location: Hilton Garden Inn Findlay | 1050 Interstate Drive | Findlay, OH 45840

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Agenda

    9:00 a.m.
    Auditor of State Update
     (CPIM Pending)

    10:00 a.m.
    Economic and Market Update
     (CPIM Pending)

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
     (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
     (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A

  • Contains 1 Component(s) Includes a Live In-Person Event on 08/29/2024 at 8:00 AM (EDT)

    Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. With this foundational course, we will cover creating a master facility plan, creating a construction budget, capital budget planning, procurement laws, bidding requirements, training and evaluating staff, and evaluating your facility maintenance program.

    Date: 08/29-30/2024

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

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

    Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. 

    With this foundational course, we will cover creating a master facility plan, creating a construction budget, capital budget planning, procurement laws, bidding requirements, training and evaluating staff, and evaluating your facility maintenance program.


    Day 1

    8:30 a.m.
    Module 1: Creating your Master Facility Plan & OFCC Involvement

    10:00 a.m.
    Break

    10:15 a.m.
    Module 1: Site Selection, Property Acquisition and Property Disposal 

    11:45 a.m.  
    Lunch

    12:30 p.m.  
    Module 1: Construction Procurement Methods & Bidding Process

    2:00 p.m.  
    Break

    2:15 p.m.
    Module 1: Creating a Construction Budget

    3:15 p.m.
    Break

    3:30 p.m.
    Module 1: Capital Budget Planning

    4:30 p.m.  
    Adjournment


    Day 2

    8:30 a.m.
    Module 2: Creating an Operations Budget & Utility Management

    10:00 a.m.
    Break

    10:15 a.m.
    Module 2: Procurement Laws, Bidding Requirements and Cooperative Purchasing

    11:45 a.m.  
    Lunch

    12:30 p.m.
    Module 6: Facilities Department Organizational Structure & Hiring and Retaining Staff

    1:30 p.m.  
    Break

    1:45 p.m.
    Module 6: Training & Evaluating Staff and Managing Contactors

    2:45 p.m. 
    Break

    3:00 p.m.
    Module 6: Facility Manager Role in Collective Bargaining

    3:45 p.m.
    Module 8: Evaluating Your Facility Maintenance Program

    4:30 p.m. 
    Adjourn

  • Contains 1 Component(s) Includes a Live In-Person Event on 08/27/2024 at 9:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 08/27/2024

    Location: Hilton Garden Inn Dayton South/Austin Landing | 12000 Innovation Drive | Miamisburg, OH 45342

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.


    Agenda

    9:00 a.m.
    Auditor of State Update
     (CPIM Pending)

    10:00 a.m.
    Economic and Market Update
     (CPIM Pending)

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
     (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
     (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A


  • Contains 1 Component(s) Includes a Live In-Person Event on 08/22/2024 at 8:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 08/22/2024

    Location: TBD

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.


    Agenda

    9:00 a.m.
    Auditor of State Update
     (CPIM Pending)

    10:00 a.m.
    Economic and Market Update
     (CPIM Pending)

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
     (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
     (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A

  • Contains 1 Component(s), Includes Credits Includes a Live In-Person Event on 08/08/2024 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 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

    8:30 a.m.
    Module 1: Characteristics of Leadership and the Role of the Treasurer/CFO
    Randy Drewyor, Treasurer/CFO, Perrysburg Exempted Village Schools
    Ryan Pendleton, Executive Director, North Coast Shared Services Alliance (NCSSA) 

    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 Schools
    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
    Jenni Logan, Treasurer/ CFO, Sycamore Community City Schools
    Biagio Sidoti, Treasurer/ CFO, North Royalton City Schools

    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

    Craig Yaniglos, Treasurer/CFO, Brecksville-Broadview Heights Schools 
    Kristine Blind, Treasurer/CFO, London City Schools

    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


    Randy Drewyor

    Treasurer/CFO, Perrysburg EVSD

    Randy joined the Perrysburg Exempted Village School District team in September 2021 as Treasurer/CFO for the district. Randy came to Perrysburg after as Treasurer/CFO for Huron City Schools and the Bright Local School District. Randy has used his skills as an educator in management & finance and business leader to improve fiscal office and district operations and improve communications with the Board of Education and public.

    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.  

    Rob Showalter

    Treasurer, Fairview Park City SD

    Rob serves as Treasurer of the Fairview Park City Schools, a position he's held since 2021. Prior to that, he has served as Treasurer for Midview Local Schools, Assistant Treasurer for Strongsville City Schools, and Internal Auditor for Cleveland Schools. He is an active member of OASBO, currently serving as Past President for the Northeast Chapter and Trustee on the OASBO Foundation Board.

    George Anagnostou

    Treasurer/CFO, Strongsville City Schools

    George Anagnostou became the Treasurer/CFO for the Strongsville City School District in 2015. Anagnostou has eighteen years’ experience in government accounting.  Prior to working at Strongsville City Schools, he spent seven years at the Cleveland Metropolitan School District (CMSD). Prior to his time at CMSD, Anagnostou spent six years as a Project Accountant for the State of Ohio Auditor's Office – Local Government Services Division.

    Anagnostou graduated from Youngstown State University in 2003 with a Bachelor of Science in Business Administration.  He completed a Strategic Data Project Fellowship in conjunction with Harvard University in 2014.  The two-year program develops data strategists in school systems, state education departments, and nonprofit providers.

    Anagnostou has received the following recognitions: OASBO Distinguished Service Award NE Region, Auditor of State Award with Distinction, ASBO Meritorious Budget Award, ASBO Certificate of Excellence in Financial Reporting, and GFOA Certificate of Achievement for Excellence in Financial Reporting. 

     

    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.    

      

    Biagio Sidoti

    Treasurer/ CFO, North Royalton City SD

    Craig Yaniglos

    Treasurer, Brecksville-Broadview Heights SD

    Craig Yaniglos began his career as a Treasurer/CFO in 2017 at Brookfield Local School District (BLSD), and briefly the Treasurer/CFO of BLSD and Niles City Schools (2019) before accepting his current position at Brecksville-Broadview Heights CSD.  Craig's career began by inheriting a district under the fiscal emergency designation for 4 years and quickly turned the district around in 10 months to remove its emergency designation.  He was later asked to perform shared services with Niles City Schools, which was under fiscal emergency designation for a little over a year, and began the process of restoring fiscal integrity.  Shortly after undertaking two districts though, Craig was recruited and hired by Brecksville-Broadview Heights CSD in February of 2020 where he is currently the Treasurer/CFO.

    Kristine Blind

    Treasurer/CFO, London City Schools

    Kristine Blind is the CFO/Treasurer for the London City School District in Madison County. She previously held this position from August 2011 through August 2017 before leaving for the same position with Gahanna-Jefferson Local Schools.

    Kristine has been involved in school finance since 1996, beginning as a support staff member in Washington County. She has held several positions throughout her career before becoming a Treasurer in 2009. As a long-time OASBO member, Kristine has participated in numerous committees and serves as a seminar director, mentor as well as frequent presenter.

    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.

    Jeremy Hittle

    Treasurer, Piqua City School District

    Jeremie Hittle, SFO is the CFO/Treasurer of Piqua City Schools where he oversees a budget of more than $50 million in public funds. Jeremie is dedicated to providing the best possible educational opportunities for every student, while tightly managing precious community funds. He is very active in state and federal issues concerning education and the potential impact on the students of Ohio. During his career, Jeremie has received multiple state and national awards including the Ohio Auditor of State Award with Distinction, Certificate of Excellence in Financial Reporting from the Association of School Business Officials International, the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association. Jeremie has over 15 years of experience working both as a social studies teacher and Treasurer/CFO. Jeremie earned a BA in Business Administration, Public Administration, and Political Science from Capital University and an MS in Education from the University of Dayton. In November 2019 Jeremie earned the designation of a Certified Administrator of School Finance.

  • Contains 1 Component(s), Includes Credits Includes a Live In-Person Event on 08/06/2024 at 8:30 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, 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)
    (CPIM Approved)
    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)
    (CPIM Approved)
    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 
    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

    Todd Puster, Treasurer/CFO, Orange City Schools 
    Lance Perry, Director of Business Operations, Fairfield City Schools

    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, Attorney, 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, Attorney, 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, North Coast Shared Services Alliance (NCSSA)
    Jennifer Sudhoff, Fiscal Operations Coordinator, North Coast Shared Services Alliance (NCSSA)

    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, North Coast Shared Services Alliance (NCSSA)
    Jennifer Sudhoff, Fiscal Operations Coordinator, North Coast Shared Services Alliance (NCSSA)

    Standards: 2.1-2.4; 5.3 

    3:00 p.m. 
    Break

    3:15 p.m.
    Module 6: Food & Nutrition

    Linda Eichenberger, Director of Unified Purchasing, Unified Purchasing Cooperative, Hamilton County ESC

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

    Travis Thompson, CPSI

    Director of Risk Management, Ohio School Plan

    Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System

     Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

    Nancy Them

    Loss Control Manager, SORSA

    Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.

    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. 

    Dan Romano

    Treasurer/CFO, West Clermont Local Schools

    Daniel M. Romano is Treasurer/CFO at West Clermont Local Schools in Southwest Ohio in August 2020. He is also CEO and a Co-Founder of Edventures in Learning, Inc. a strategic learning and communication company. Prior to his current roles, Dan spent 23 years in the public sector holding positions as Treasurer/CFO and Business Manager in both Toledo and Sylvania City School Districts in Ohio.

    In 1997, Dan was recruited to serve as an international consultant assisting Fortune 500 companies in bringing their strategic plans to life through a methodology that democratized data and dialogue to all parts of the organization. In 2012 Dan, was again recruited. This time by Forecast5 Analytics, a start-up company focused on building a business intelligence and forecasting platform for the Public Sector. Serving as SVP, he was responsible for the development and growth of new and innovative business intelligence and analytic tools to a multistate market of local governments that included Ohio, Indiana, and Michigan. In 2016, Dan resumed the full-time helm at Edventures in Learning. More recently the company has expanded its service delivery of innovative tools and resources to engage employees and stakeholders in the critical issues of their organization.

    Dan is an active member with OASBO serving on various committees. He also assisted in the development of several of the “Essentials” curriculum which is a major component to an alternative pathway for Ohio school treasurer and Business Manager licenses.

    Dan received both his Bachelor’s in Accounting and a Master of Business Administration from the University of Toledo.

    Tom Munson

    Director of Strategic Partnerships, DataServ/ShareOhio

    Tom Munson the Director of Strategic Partnerships with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 40 year career working in the public sector with focus on education.

    Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training

    Todd Puster

    Treasurer, Orange City School District

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

    Lance Perry

    Director of Business Operations, Fairfield City Schools

    Lance has been working in Ohio school districts for the past 22 years. He began as a sub-custodian and worked his way up to the position of Business Manager eight years ago. Lance is currently the Business Manager at Fairfield City School District and has been for the past two years.

    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.


    Jeff Eble

    Director of Business, Worthington City Schools

    Jeff Eble is currently Director of Business Services for Worthington Schools in Central Ohio.  Jeff has spent 42 years in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings and 26 major building renovations in his career.

    Jeff has served OASBO as a committee member, workshop director, Chapter Officers, and Board Member since the early 1980s.  

    William Andexler

    Transportation Consultant, North Coast Shared Services Alliance (NCSSA)

    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

    Treasurer/CFO, Benjamin Logan Local Schools

    Currently Treasurer/CFO of Benjamin Logan. Prior to Benjamin Logan, Jennifer was assistant treasurer for Lima City Schools and Fiscal Support/Treasurer for NOACSC, the ITC that serves North West Ohio school districts.  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.

    Linda Eichenberger

    Director of Unified Purchasing, Unified Purchasing Cooperative, Hamilton County ESC

    Linda spent 35 years as a Child Nutrition Director working at Deer Park Schools and Oak Hills Local School District in Cincinnati. She earned a bachelor’s degree from The College of Mount St Joseph in Dietetics and a master’s degree from Miami University in Food Management.

     She is a past president of SNA of Ohio and Secretary/Treasurer of National SNA. She has served on numerous boards and committees at both the state and national levels of SNA. Linda is still active on SNA of Ohio’s board. 

    She served on the OASBO executive board as the At-Large Director Food & Nutrition Representative from 2012-2018. She was honored to be Outstanding Food and Nutrition Director of the year in 2014. An award given by OASBO.

    She has presented at many conferences both at the state and national levels of SNA. Presently she is the Director of Unified purchasing Cooperative.

  • Contains 1 Component(s), Includes Credits Includes a Live In-Person Event on 07/17/2024 at 8:30 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, 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

    James McWeeney, 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 Co., LPA

    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

    Rejeana Woolum-Napier, Client Services Manager, 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

    Terry Harrell, 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


    James McWeeney

    Partner, Weston Hurd LLP

    James is a partner with Weston Hurd’s Education and Labor & Employment groups located in Cleveland, Ohio. His legal services include education law, labor and employment, and litigation. He advises clients on matters related to contract disputes, collective bargaining, due process claims, public record request compliance, and policy drafting.

    James began his career as a public school teacher. He taught fourth and fifth grades in the Mississippi Delta as a member of Teach For America.

    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.

    Donna Andrew

    Partner, Pepple & Waggoner

    Donna Andrew has represented school boards as a labor negotiator in both teaching and nonteaching collective bargaining since 1999. Donna assists school boards in complex discipline investigations and termination matters, including related litigation. Donna also has extensive experience in all administrative levels of workers’ compensation and unemployment matters, including assisting school boards in implementing strategies to lower workers’ compensation premiums.

    Donna also advises school boards in general school law matters, including defending school boards against discrimination claims in a variety of forums and in special education matters. Donna’s practice also includes providing in-service workshops and presentations to help prevent costly legal issues before they occur.

    Hugh Garside

    Treasurer/CFO, Southwestern City Schools

    Hugh Garside is the Treasurer for the South-Western City School District located in the southwest quadrant of Franklin County.  The District is the 6th largest school district in the State of Ohio serving roughly 21,800 students housed in 31 school buildings.  Mr. Garside has served as Treasurer of the South-Western City School District for a total of 21 years and has been a part of constructing 27 new buildings over the course of his career in the District.  Mr. Garside also served as Treasurer of the Logan Elm Local Schools for 5 years, as the Executive Director of Budget and Fiscal Management for the Columbus City Schools for 3 years, and served on the School Employees Retirement System Board of Trustees for 6 years.

    Izaak Orlansky

    Attorney, Bricker Graydon LLP

    Izaak Orlansky is an education attorney, with specific focus on K-12 law. His practice covers labor and employment issues including collective bargaining, grievance arbitration, employee discipline, educator hiring and evaluation, as well as harassment, discrimination and misconduct investigations.

    Previously, Izaak served as Chief of Staff for the Office of Teacher Recruitment and Quality in the nation’s largest school district, the New York City Department of Education. For nearly a decade he managed and oversaw policies and programs focused on access to high-quality educators. His experience also includes an internship with the National Labor Relations Board’s Region 22 in Newark, New Jersey. Izaak began his career as a middle school teacher in The Bronx, New York, where he taught fifth and sixth grade English language arts and social studies.

    Rejeana Woolum-Napier

    Client 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

    Hearing Consultant, 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. 

    Terry Harrell

    Regional Vice President, Voya Financial Advisors

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

    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.

    Cheryl Mueller

    President & Managing Principal, HORAN

    Cheryl Mueller, President and Managing Principal for the Columbus and Dayton regions, is focused on growth and connecting clients to powerful resources. She is committed to strategically ensuring our clients are supported with unmatched guidance and care for the journey towards prosperity and satisfaction. Involved in health care since 2001, and utilizing knowledge from various roles, Cheryl provides insight to the overall planning involved in delivering a well-designed benefits package. She frequently speaks on topics that promote employer/employee engagement to drive health care decisions. Cheryl has dedicated the last 15 years to continual study of the evolving health care landscape. Her work in different markets has created valuable insight for clients and positions HORAN for tremendous growth.

    Kathryn Williams

    Business Development Representative, 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.