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  • CE Region Fall School Finance Workshop 2021-2022

    Contains 9 Component(s), Includes Credits Includes Multiple Live Events. The next is on 10/05/2021 at 8:15 AM (EDT)

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments and capital financing.

    Date: 10/05/2021

    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, Ohio 43082; and Online

    In-Person Option: $240 (Non-Member) / $120 (Member) --- Virtual Option: $200 (Non-Member) / $100 (Member)

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing.

    AGENDA

    8:15 a.m.
    Welcome and introductions

    8:30 a.m.
    ODE Update - State Funding Update 
    (CPIM Approved)
    Aaron Rausch, Director of Budget and School Funding, ODE

    9:15 a.m.
    Auditor of State Update

    Melissa Kandel, AOS

    10:00 a.m.
    Break

    10:15 a.m.
    Legal Update

    Rick Manoloff & Emily Spivak, Squire Patton Boggs

    11:00 a.m.
    Break

    11:15 a.m.
    Grants Management - ESSER
    (CPIM Approved)
    Brian Jones, ODE

    12:15 p.m.
    Lunch

    1:00 p.m.
    Legislative Update
     
    Katie Johnson, OASBO Deputy Executive Director

    1:45 p.m.
    Capital Financing
    (CPIM Approved)
    Patrick King, STIFEL
    Marvin Founds, Baker Tilly Municipal Advisors, LLC

    2:45 p.m.
    Break

    3:00 p.m.
    Investments
    (CPIM Approved)
    Ryan Nelson and Joe Violand, Redtree Investment Group

    4:00 p.m.
    Conclusion and Q&A

  • Understanding the Expenditure Side of the Funding Formula

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/11/2021 at 2:00 PM (EDT)

    ​Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP)​ will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    Date: 08/11/2021 at 2 p.m.

    Cost: Free

    Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP) will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    The Fair School Funding Plan is a “funded where educated” model. This means districts will no longer be funded nor have deductions taken away for resident students who are not attending the district’s schools. This will sharply impact the expenditure side of the budget. This final session will help Treasurer/CFOs account for the changes in a district’s Five-Year forecast.

    Other Webinars in the Series

    Understanding Local Share
    07/21/2021 at 2 p.m.

    Under FSFP, the local share is now based on a weighted average of property and income. This session will help you understand the details of the components, what it means for state basic aid and categoricals, and how the capacity calculation works to insure open enrollment is properly accounted for.
    Click here to register.
     

    Understanding Base Cost Calculations
    07/28/2021 at 2 p.m.

    The FSFP formula is an inputs-based model that has tried to identify the cost of education for a student with no special needs, regardless of the district that student lives in. This second session will go through the details of each of the components of the base cost, the rationale for including them, and how the funding level for each was determined.
    Click here to register.
     

    Understanding Categorical Funding
     08/05/2021 at 2 p.m. 

    In addition to the base cost, there are a number of additional funding sources in the FSFP formula — Special Education, Ell, Gifted, Disadvantaged Pupil Impact Aid (DPIA, formerly economically disadvantaged), Transportation, and Targeted Assistance. This third session will review each of these topics, including a deeper dive into the calculations.
    Click here to register.
     

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

  • Understanding Categorical Funding

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/05/2021 at 2:00 PM (EDT)

    ​Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP)​ will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    Date: 08/05/2021 at 2 p.m. 

    Cost: Free

    Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP) will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    In addition to the base cost, there are a number of additional funding sources in the FSFP formula — Special Education, Ell, Gifted, Disadvantaged Pupil Impact Aid (DPIA, formerly economically disadvantaged), Transportation, and Targeted Assistance. This third session will review each of these topics, including a deeper dive into the calculations.

    Other Webinars in the Series

    Understanding Local Share
    07/21/2021 at 2 p.m.

    Under FSFP, the local share is now based on a weighted average of property and income. This session will help you understand the details of the components, what it means for state basic aid and categoricals, and how the capacity calculation works to insure open enrollment is properly accounted for.
    Click here to register.
     

    Understanding Base Cost Calculations
    07/28/2021 at 2 p.m.

    The FSFP formula is an inputs-based model that has tried to identify the cost of education for a student with no special needs, regardless of the district that student lives in. This second session will go through the details of each of the components of the base cost, the rationale for including them, and how the funding level for each was determined.
    Click here to register.

     

    Understanding the Expenditure Side of the Funding Formula
    08/11/2021 at 2 p.m.

    The Fair School Funding Plan is a “funded where educated” model. This means districts will no longer be funded nor have deductions taken away for resident students who are not attending the district’s schools. This will sharply impact the expenditure side of the budget. This final session will help Treasurer/CFOs account for the changes in a district’s Five-Year forecast.
    Click here to register.

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

  • Understanding Base Cost Calculations

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/28/2021 at 2:00 PM (EDT)

    ​Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP)​ will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    Date: 07/28/2021 at 2 p.m.

    Cost: Free

    Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP) will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    The FSFP formula is an inputs-based model that has tried to identify the cost of education for a student with no special needs, regardless of the district that student lives in. This second session will go through the details of each of the components of the base cost, the rationale for including them, and how the funding level for each was determined.


    Other Webinars in the Series

    Understanding Local Share
    07/21/2021 at 2 p.m.

    Under FSFP, the local share is now based on a weighted average of property and income. This session will help you understand the details of the components, what it means for state basic aid and categoricals, and how the capacity calculation works to insure open enrollment is properly accounted for.
    Click here to register.

     

    Understanding Categorical Funding
     08/05/2021 at 2 p.m. 

    In addition to the base cost, there are a number of additional funding sources in the FSFP formula — Special Education, Ell, Gifted, Disadvantaged Pupil Impact Aid (DPIA, formerly economically disadvantaged), Transportation, and Targeted Assistance. This third session will review each of these topics, including a deeper dive into the calculations.
    Click here to register.
     

    Understanding the Expenditure Side of the Funding Formula
    08/11/2021 at 2 p.m.

    The Fair School Funding Plan is a “funded where educated” model. This means districts will no longer be funded nor have deductions taken away for resident students who are not attending the district’s schools. This will sharply impact the expenditure side of the budget. This final session will help Treasurer/CFOs account for the changes in a district’s Five-Year forecast.
    Click here to register.

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie has over 30 years of public finance experience.  Ernie has served as a CFO, consultant, and developer and instructor of financial forecasting techniques and tools, which have now been used by over two hundred Ohio school districts.   Ernie works to facilitate the understanding of local financial results, trends, and strategies.  He holds both a Master of Science in Administration from Central Michigan University and a Bachelor of Science in Finance from Ohio University.

  • Understanding Local Share

    Contains 3 Component(s), Includes Credits Recorded On: 07/21/2021

    ​Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP)​ will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    Date: 07/21/2021 at 2 p.m.

    Cost: Free

    Join OASBO and Forecast5 Analytics for a series focused on the new per-pupil funding formula and building an understanding of how the variables of the Fair School Funding Plan (FSFP) will impact your district. This four-part series will also help you begin to message your expected results to stakeholders as you head into a new fiscal year.

    Under FSFP, the local share is now based on a weighted average of property and income. This session will help you understand the details of the components, what it means for state basic aid and categoricals, and how the capacity calculation works to insure open enrollment is properly accounted for.


    Other webinars in the series:

    Understanding Base Cost Calculations
    07/28/2021 at 2 p.m.

    The FSFP formula is an inputs-based model that has tried to identify the cost of education for a student with no special needs, regardless of the district that student lives in. This second session will go through the details of each of the components of the base cost, the rationale for including them, and how the funding level for each was determined.
    Click here to register.
     

    Understanding Categorical Funding
     08/05/2021 at 2 p.m. 

    In addition to the base cost, there are a number of additional funding sources in the FSFP formula — Special Education, Ell, Gifted, Disadvantaged Pupil Impact Aid (DPIA, formerly economically disadvantaged), Transportation, and Targeted Assistance. This third session will review each of these topics, including a deeper dive into the calculations.
    Click here to register.
     

    Understanding the Expenditure Side of the Funding Formula
    08/11/2021 at 2 p.m.

    The Fair School Funding Plan is a “funded where educated” model. This means districts will no longer be funded nor have deductions taken away for resident students who are not attending the district’s schools. This will sharply impact the expenditure side of the budget. This final session will help Treasurer/CFOs account for the changes in a district’s Five-Year forecast.
    Click here to register.

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Ernie Strawser

    Senior Vice President, Forecast5 Analytics; OASBO Past President, Retired Treasurer

    Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

  • SW Region Fall School Finance Workshop 2021-2022

    Contains 2 Component(s), Includes Credits

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments and capital financing.

    Date: 09/28/2021

    Location: Hilton Garden Inn Miamisburg, 12000 Innovation Dr, Miamisburg, OH 45342

    In-Person Only Regionally: $240 (Non-Member) / $120 (Member)
    Virtual Option: Central Region Only - $200 (Non-Member) / $100 (Member) ***only the Central Region will be recorded. If you would like to attend virtually, please register for the Central Region Fall School Finance Workshop Virtual Option.

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing.

    AGENDA

    8:15 a.m.
    Welcome and introductions

    8:30 a.m. 
    ODE Update - State Funding Update  (CPIM Approved) 
    Aaron Rausch, Director of Budget and School Funding, ODE

    9:15 a.m. 
    Auditor of State Update
    Matt Clum, AOS

    10:00 a.m.
    Break 

    10:15 a.m.
    Legal Update 
    Bricker & Eckler LLP

    11:00 a.m.
    Break

    11:15 a.m. 
    Grants Management - ESSER (CPIM Approved) 
    Brian Jones, ODE

    12:15 p.m.
    Lunch

    1:00 p.m. 
    Legislative Update  
    Katie Johnson, OASBO Deputy Executive Director

    1:45 p.m. 
    Capital Financing (CPIM Approved)
    Brad Ruwe, Dinsmore & Shohl, LLP
    Brian Seedhouse, Fifth Third Securities
    Dan Schall, Shared Resource Center

    2:45 p.m.
    Break

    3:00 p.m.
    Investments (CPIM Approved) 
    Ryan Nelson and Jennifer Trowbridge, Redtree Investment Group

    4:00 p.m. 
    Conclusion and Q&A

     

  • SE Region Fall School Finance Workshop 2021-2022

    Contains 2 Component(s), Includes Credits

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments and capital financing.

    Date: 09/21/2021

    Location: OU Inn & Conference Center, 331 Richland Ave, Athens OH 45701

    In-Person Only Regionally: $240 (Non-Member) / $120 (Member)
    Virtual Option: Central Region Only - $200 (Non-Member) / $100 (Member) ***only the Central Region will be recorded. If you would like to attend virtually, please register for the Central Region Fall School Finance Workshop Virtual Option. 

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing.

    AGENDA

    8:15 a.m. 
    Welcome and introductions

    8:30 a.m. 
    ODE Update - State Funding Update  (CPIM Approved) 
    Aaron Rausch, Director of Budget and School Funding, ODE

    9:15 a.m. 
    Auditor of State Update
    Stephanie Oliver and Stacie Fielder, AOS

    10:00 a.m.
    Break

    10:15 a.m.
    Legal Update
     
    Bricker & Eckler LLP

    11:00 a.m.
    Break

    11:15 a.m. 
    Grants Management - ESSER (CPIM Approved) 
    Brian Jones, ODE

    12:15 p.m.
    Lunch

    1:00 p.m.
    Legislative Update
      
    Katie Johnson, OASBO Deputy Executive Director

    1:45 p.m.
    Capital Financing
     (CPIM Approved) 
    Rick Manoloff, Squire Patton Boggs
    Kent Cashell, RBC Capital Markets

    2:45 p.m.
    Break

    3:00 p.m. 
    Investments (CPIM Approved) 
    Joe Violand, Redtree Investment Group

    4:00 p.m. 
    Conclusion and Q&A

     

  • NE Region Fall School Finance Workshop 2021-2022

    Contains 2 Component(s), Includes Credits

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments and capital financing.

    Date: 09/14/2021

    Location: Akron Public Schools PD Training Center, 10 N Main St, Akron, OH  44308

    In-Person Only Regionally: $240 (Non-Member) / $120 (Member)
    Virtual Option: Central Region Only - $200 (Non-Member) / $100 (Member) ***  If you would like to attend virtually, please register for the Central Region Fall School Finance Workshop Virtual Option.

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing.

    AGENDA

    8:15 a.m.
    Welcome and introductions

    8:30 a.m.
    ODE Update - State Funding Update  (CPIM Approved)
    Aaron Rausch, ODE

    9:15 a.m.
    Auditor of State Update
    Courtney Shalosky, AOS

    10:00 a.m.
    Break

    10:15 a.m.
    Legal Update
    Bricker & Eckler LLP

    11:00 a.m.
    Break

    11:15 a.m.
    Grants Management - ESSER (CPIM Approved)
    Brian Jones, ODE

    12:15 p.m.
    Lunch

    1:00 p.m.
    Legislative Update
    Katie Johnson, OASBO Deputy Executive Director

    1:45 p.m.
    Capital Financing (CPIM Approved)
    Rick Manoloff, Squire Patton Boggs
    Kent Cashell, RBC Capital Markets

    2:45 p.m.  
    Break

    3:00 p.m.
    Investments (CPIM Approved)
    Ryan Nelson and Joe Violand, Redtree Investment Group

    4:00 p.m. 
    Conclusion and Q&A

     

  • NW Region Fall School Finance Workshop 2021-2022

    Contains 2 Component(s), Includes Credits

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments and capital financing.

    Date: 08/31/2021,

    Location: Hilton Garden Inn Findlay | 1050 Interstate Dr. West, Findlay OH, 45840

    In-Person Only Regionally: $240 (Non-Member) / $120 (Member)
    Virtual Option: Central Region Only - $200 (Non-Member) / $100 (Member) ***  If you would like to attend virtually, please register for the Central Region Fall School Finance Workshop Virtual Option. 

    This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing.

    AGENDA

    8:15 a.m. 
    Welcome and introductions

    8:30 a.m. 
    ODE Update - State Funding Update  (CPIM Approved) 
    Aaron Rausch, ODE

    9:15 a.m. 
    Auditor of State Update 
    Doug Zimmerman, AOS 

    10:00 a.m. 
    Break

    10:15 a.m. 
    Legal Update 
    Rick Manoloff & Emily Spivak, Squire Patton Boggs

    11:00 a.m.  
    Break 

    11:15 a.m. 
    Grants Management - ESSER (CPIM Approved) 
    Brian Jones, ODE

    12:15 p.m. 
    Lunch

    1:00 p.m. 
    Legislative Update  
    Katie Johnson, OASBO Deputy Executive Director

    1:45 p.m. 
    Capital Financing (CPIM Approved) 
    Bricker & Eckler LLP; Charley Wise, KeyBanc Capital Markets

    2:45 p.m.
    Break

    3:00 p.m. 
    Investments (CPIM Approved) 
    Jennifer Trowbridge, Redtree Investment Group

    4:00 p.m. 
    Conclusion and Q&A

     

  • Fair School Funding Plan - Budget Webinar

    Contains 3 Component(s), Includes Credits

    OASBO, BASA, and OSBA are joined by the Fair School Funding Plan Workgroup, Speaker Cupp, and former Rep. Patterson to discuss details of the funding formula, and our next steps.

    OASBO, BASA, and OSBA are joined by the Fair School Funding Plan Workgroup, Speaker Cupp, and former Rep. Patterson to discuss details of the funding formula, and our next steps.

     


    Katie Johnson, Esq.

    Deputy Executive Director, OASBO

    Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, 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. 

    Jim Rowan

    Executive Director, OASBO

    Jim Rowan is the Executive Director of the Ohio Association of School Business Officials.   He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio.  A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

    Kevin Miller

    Director of Governmental Relations, BASA

    Dr. Kevin Miller was a public educator for 36 years. He was an English teacher and principal at Wayne Trace Jr./Sr. High School before becoming Superintendent of Hicksville Village Schools in Defiance County. While at Hicksville, Dr. Miller worked with the community on the design and construction of a new Pre-K through 12 school building. During his tenure there, Hicksville Schools were rated “Excellent with Distinction” by the Ohio Department of Education and received national recognition from the Southern Regional Education board as a “High Schools That Work” Pacesetter School.   

    Dr. Miller served as superintendent of Ottawa Hills Schools from 2010 to 2019. Ottawa Hills Schools are considered among the very best in Ohio and the nation. In 2015, Ottawa Hills became the first district in Ohio to earn all A’s on its district and building Local Report Cards issued by the Ohio Department of Education. The district repeated that feat in 2016, ’17, ’18, and ‘19—the only school district in Ohio to do so. Ottawa Hills has received statewide and national recognition by Forbes, US News and World Report, Newsweek, the Washington Post, and the Cleveland Plain Dealer.

    On August 1, 2019, Dr. Miller became the Director of Governmental Relations for the Buckeye Association of School Administrators (BASA). In that position, he lobbies on behalf of public school districts across Ohio and serves as a liaison between the Statehouse and Ohio’s superintendents.   

    Dr. Miller lives in New Albany with his wife, Carla, and their four sons: Yale, Collin, Breckin, and Sterling.     

    Dave Axner

    Executive Director, BASA

    Will Schwartz

    Deputy Director of Legislative Services, Ohio School Boards Association

    Will Schwartz serves as deputy director of legislative services for the Ohio School Boards Association (OSBA) where he advocates on behalf of Ohio's public school district boards of education at the state and federal level. Prior to joining OSBA, Will spent eight years drafting legislation and conducting education research on behalf of representatives and senators of the Ohio General Assembly.

    Nicole Piscitani

    Lobbyist, Ohio School Boards Association

    Nicole Piscitani is the lobbyist at the Ohio School Boards Association (OSBA). Prior to her role at OSBA Nicole spent 5 years working in Washington, D.C. as a government relations coordinator for the Options Clearing Corporation and 6 years working as a government relations manager for the Columbus Chamber of Commerce. Nicole started her career as a Legislative Service Commission fellow after graduating from the University of Toledo with a Bachelor of Arts in political science and communication.

    Thomas Hosler

    Superintendent, Perrysburg EVSD

    Thomas L. Hosler has been a school superintendent for over 20 years, serving as Superintendent of Perrysburg School District for 13 years. Since his start at Perrysburg Schools, he has led the growing district through the passage of four operating levies, two permanent improvement levies, and a bond issue to construct an intermediate school, which opened in Fall 2017.

    In 2016, Mr. Hosler helped found the Coalition of Advocates for Pre-K through 16 Education of Northwest Ohio (CAPE-NWO) with a mission to provide a collective voice focused on positive direction, promoting quality education for all students in Northwest Ohio. He serves as a member of the Buckeye Association of School Administrators Executive Committee and is also the Chair for the Alliance for High Quality Education, representing more than 60 high-performing districts in Ohio.

    In 2018, Mr. Hosler was awarded the Ohio Superintendent Outstanding Performance Award by the Martha Holden Jennings Foundation, securing with it a $10,000 grant for the Perrysburg School District. He was also awarded the Exemplary Leadership Award by the Buckeye Association of School Administrators in 2016 and in 2020.

    Prior to his appointment in Perrysburg, he served as the superintendent of Huron Schools in New Boston, Michigan for over seven years. Prior to working as a school superintendent, Mr. Hosler served as a high school principal at Addison High School in Michigan, and Associate Principal at St. John’s Jesuit High School

    He earned his Bachelor of Education and Master of Education/Educational Administration from The University of Toledo, and his Education Specialist Degree from Wayne State University in Detroit. He is a former marathon runner and now avid cyclist. Mr. Hosler and his wife, Robin, have been married for over 28 years and they have four children.

    Ryan Pendleton

    CFO, Akron Public Schools

    Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

    Michael Hanlon

    Superintendent, Chardon Local SD

    Dr. Hanlon is the Superintendent of the Chardon Local Schools, appointed to the district’s top post in June 2013 and is in his twenty-second year as a school superintendent. He is responsible for all day-to-day operations of the school district serving approximately 2,800 students and manages the district’s estimated $39MM annual operating budget.

    Before his appointment in Chardon, he served as Superintendent of the Painesville City Schools for fifteen years, where he was responsible for all day-to-day operations of the school district, as well as long-range planning to enhance student achievement in a diverse student population served in its schools.

    Dr. Hanlon received his Ph.D. in Educational Administration from Cleveland State University in 1996, a Master’s Degree in Curriculum and Instruction in 1987 from Cleveland State University, and a Bachelor’s Degree in Elementary Education cum laude in 1983 from Cleveland State University.

    His interests include distance running, ice hockey, all forms of outdoor activities, and cooking.

    Jared Bunting

    CFO/Treasurer, Trimble Local Schools

    Jared is the Treasurer/CFO of the Trimble Local School District. He is a Past President/Chair of the Southern Valley OASBO Chapter/Committee, Vice-Chair of the OASBO Legislative Committee, OASBO Foundation Board Member and Co-Chair of the Distribution subcommittee for the Cupp/Patterson Fair School Funding Workgroup. Jared is also an ASBO Certified Administrator of School Finance and Operations.

    Marlon Styles

    Superintendent, Middletown City School District

    Claudia Zaler

    Treasurer/CFO, Waverly City School District

    Michael Barnes

    Superintendent, Lakewood City Schools

    Jenni Logan

    Treasurer/CFO, Lakota Local School District

    Jenni Logan is the Treasurer/CFO of the Lakota Local School District in Butler County.  She has held this position since January of 2011.  Prior to 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.    

    Scot Prebles

    Superintendent, Forest Hills Local Schools

    Steve McAfee

    Treasurer, Logan Elm Local Schools

    Jerome Brockway

    Superintendent, Ashtabula County Career Technical Center

    Carrie Herringshaw

    CFO/Treasurer, Penta Career Center

    Carrie Herringshaw is the Treasurer/CFO at Penta Career Center.  Carrie has been very active in OASBO and has participated on many committees and committees. Carrie has served as a mentor and as an officer of NWOASBO as well as the former Career Technical Treasurers chapter of OASBO.  Carrie most recently served an OASBO representative to the EMIS Advisory Council at the Ohio Department of Education and as a member of the Cupp-Patterson/Fair Funding School Plan Work Group.  Carrie's awards include Outstanding Treasurer/CFO of the Year.

    Michael Tefs

    Superintendent, Revere Local Schools

    Cajon Keeton

    Treasurer/CFO, Benton Carroll Salem Local SD

    Cajon Keeton is the Treasurer for the Benton-Carroll-Salem Local School District in Ottawa County Ohio. Prior to joining BCS, Cajon served as a High School Business and Technology teacher in Central Ohio. 

    Dalton Summers

    Superintendent, River View Local Schools

    Kevin Lillie

    Treasurer/CFO, Geneva Area City Schools

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

    Mike Sobul is a Senior Analytics Advisor with Forecast5 Analytics, a national company with over 2,000 clients that provides public sector business intelligence software, consulting, and support services to school districts, higher education institutions and local governments. 

    Prior to joining Forecast5, Mike was the CFO/Treasurer of the Granville schools from November 2011 through May 2019 and a consultant with Public Finance Resources from April 2012 until its merger with Forecast5 in May of 2019. 

    Mike served as the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation.  He was with the Department of Taxation from December 1986 until his retirement in July 2011.

    Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland. 

    Over the past 30 years, Mike has contributed to school funding reform efforts in the Voinovich, Taft, and Strickland administrations.  He also has worked closely with the Cupp-Patterson workgroup since its inception in November 2017.

    Mike received his B.A. from Wittenberg University and his Masters of Public Policy from the University of Michigan.  

    Robert Cupp

    Speaker, 4th House District

    Bob Cupp grew up working on his family’s farm in rural Allen County. A graduate of Columbus Grove Local schools, he earned his political science and law degrees from Ohio Northern University.

    Speaker Bob Cupp is serving his fourth term in the Ohio House of Representatives. He has served as an elected official in all three branches of government and at both the local and state levels: as an Allen County commissioner, a four-term state senator, a court-of-appeals judge, and a justice of the Supreme Court of Ohio. He also served as a city prosecutor and as Chief Legal Counsel to former Ohio Auditor of State, Dave Yost.

    In the Senate, Bob served two terms as the President Pro Tempore, the Senate’s 2nd highest leader.  For his legislative accomplishments, he received numerous “Legislator of the Year” awards from various organizations, was named a recipient of the “Watchdog of the Treasury Award” five times and was awarded the prestigious “Guardian of Small Business Award” from NFIB/Ohio. In 2017, Representative Cupp received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators (BASA).

    In addition to his public service, Bob engaged in the private practice of law in Lima for more than 25 years and has taught courses in leadership studies, judicial process, and state education policy at Ohio Northern University.

    He is the recipient of the State 4-H Alumni Award; past president of the 13-county Black Swamp Area Boy Scout Council; a member of Lima Trinity United Methodist Church, and the Allen County Farm Bureau.

    Bob’s wife, Libby, is a retired educator, who focused her efforts on career and economic education.  She is a past state Vocational Education Teacher of the Year award recipient.  They jointly received the Founder’s Award from the Ohio Center for Law-related Education. Bob and Libby have two grown sons, both of whom are Eagle Scouts; and three grandchildren.

    Representative John Patterson

    Ohio House of Representatives

    Former State Representative John Patterson served in the Ohio House of Representatives.  He represented the 99th House District, which includes portions of Ashtabula and Geauga Counties.

    A lifelong resident of the District, Representative Patterson retired in June, 2012 from teaching U.S. History at Jefferson Area High School for 29 years.  During his time at Jefferson, Representative Patterson served as the Model United Nations advisor.  In addition to winning numerous regional conferences, his teams also placed high at national conferences such as Harvard and the University of Chicago.  In 1995, his team competed at the Hague International UN Conference held at Den Hague, Netherlands.

    Representative Patterson and his wife, Nancy, have been married 35 years and are the parents of Joshua and Jeremiah.  He is a member of the Jefferson United Methodist Church, sings in the Chancel Choir, and is a member of Seekers, the men's Sunday School class.

    Jim Betts

    Advisor to the FSFP