Date: Sept. 20-22, 2023

Location: Sawmill Creek by Cedar Point Resorts | 400 Sawmill Creek Dr. W | Huron, OH 44839. This conference is in-person only.

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

Hotel Reservations: Click here to reserve a room with the special rate. | The cutoff date for reservations using the special rate is Aug. 20.

The Battle of Lake Erie, an iconic event in American history, serves as a perfect case study to reflect upon leadership style, innovation, and strategic vision.

On Sept. 10, 1813, American Naval Captain Oliver Hazard Perry led a small fleet of nine ships in the first unqualified defeat of a British naval squadron in U.S. history at the Battle of Lake Erie during the War of 1812. The battle was closely contested for hours, and Perry’s flagship Lawrence was reduced to a defenseless wreck. Undaunted, he moved by small boat to the Niagara and sailed directly into the British line, firing broadsides and forcing the British to surrender. Perry had won a complete victory at the cost of 27 Americans killed and 96 wounded; British casualties were 40 dead and 94 wounded. After the battle, Perry sent a famous dispatch to American General William Henry Harrison that read, “We have met the enemy, and they are ours.” The Battle of Lake Erie forced the British to abandon Detroit, ensuring U.S. control over Lake Erie and the territorial northwest. 

Learning Objectives:

• Discuss leadership styles and their importance in leading an organization.
• Understand and apply the concepts of adapt, innovate, and overcome effectively in an organization.
• Open discussions around strategic leadership, strategic vision, innovation, communications in an organization, “leading the boss”, and emotional intelligence. 

Book Resources: Presidents of War, Michael Beschloss  (Chapter on James Madison and the War of 1812); and The Lake Erie Campaign of 1813, Walter P. Rybka

AGENDA

Day 1 - Sept. 20

3 p.m. 
Check-in Hotel

3:30 p.m.
Icebreaker & Leadership “Battle of Lake Erie” Introduction

5:30 p.m.
Break

6 p.m. 
Networking Dinner

Day 2 - Sept. 21

7:30 a.m. 
Breakfast

8 a.m. 
Program Overview

8:30 a.m. 
Programming

10:30 a.m. 
Break

10:45 a.m. 
Programming

11:45 a.m. 
Lunch/Networking

1 p.m.
Programming

3 p.m. 
Break

3:15 p.m. 
Programming

6 p.m. 
Networking Dinner

Day 3 - Sept. 22

8:30 a.m. 
Breakfast

9 a.m. 
Programming

10 a.m.
Reflection

11 a.m. 
Depart

Date: 07/20-21/2023

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

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

A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE 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.

Agenda

Day 1

8:30 a.m.
Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) (CPIM Pending)

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

10:45 a.m.  
Break

11:00 a.m.  
Module 1: Workers Compensation                        

12:00 p.m.  
Lunch

12:45 p.m.
Module 2: School Safety & Security, NIMS, and School Emergency Management Plans

1:45 p.m.
Break

2:00 p.m.
Module 2: School Safety & Security Guidelines, Inspections, Active Shooter

3:00 p.m.
Break 

3:15 p.m. 
Module 2: IT Security (CPIM Pending)  

4:15 p.m.  
Adjournment

Day 2

8:30 a.m.
Module 3: Facilities Utilization, Inventory and Capital Assets 
 
9:30 a.m.
Break

9:45 a.m.
Module 4: Bidding, Contracts, 412 Certificates  

10:45 a.m.  
Break

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

12:00 p.m. 
Lunch

12:45 p.m.
Module 5: Transportation - Transportation Modules

1:45 p.m.  
Break

2:00 p.m.
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing  

3:00 p.m. 
Break

3:15 p.m.
Module 5: Food & Nutrition
 
4:15 p.m. 
Adjourn

Date: 07/18-19/2023

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

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

A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE 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.

Agenda

Day 1

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

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

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

2:00 p.m. 
Break 

2:15 p.m.   
Module 3: Employment Laws and Leave Provisions

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 

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

11:45 a.m.
Lunch

12:30 p.m. 
Module 6: Workers Compensation & Unemployment

1:30 p.m.
Break

1:45 p.m.
Module 6: 403(b), 457 Plans, HSA’s, Section 125 and Voluntary Benefits        

2:45 p.m.
Break

3:00 p.m.
Module 6: Employee Benefits

4:00 p.m. 
Adjourn

Date: 07/14 & 17/2023

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

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

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

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

Agenda

Day 1

8:30 a.m.
Module 1: Appropriations & Budgeting (CPIM Pending)

9:30 a.m.
Break
 
9:45 a.m. 
Module 2: Introduction to Forecasting; and Module 3 - Enrollment Projections (CPIM Pending)

10:45 a.m.
Break

11:00 a.m.
Module 4.1: Forecasting Revenues - Local Property and Income Taxes (CPIM Pending)

12:15 p.m.
Lunch

1:00 p.m.
Module 4.2: Forecasting Revenue - Calculating & Projecting the Components of State Aid (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 4.3: Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.) (CPIM Pending)
 
3:30 p.m.
Adjourn 
 

DAY 2

8:30 a.m. 
Module 5.1: Forecasting Expenditures - Salaries and Wages; and Module 5.2: Forecasting Expenditures - Retirement and Insurance Benefits (CPIM Pending)

10:00 a.m.
Break

10:15 a.m.
Module 5.3: Forecasting Expenditures - Other Expenditures (CPIM Pending)

11:00 a.m. 
Break

11:15 a.m.
Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending)

12:15 p.m. 
Lunch
 
1:00 p.m.
Module 6: Fiscal Caution, Watch, and Emergency (CPIM Pending)

2:00 p.m.
Break

2:15 p.m.
Module 7: Analytics (CPIM Pending)

3:15 p.m. 
Adjourn 

Date: 07/12-13/2023

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

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

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

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

Agenda

Day 1

8:30 a.m.
Module 1: History of School Funding in Ohio 

9:30 a.m.
Break

9:45 a.m.
Module 2: Local Taxation - Property Taxes and Millage Rates (Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations) (CPIM Pending)

11:15 a.m. 
Break

11:30 a.m.
Module 3: Impacts on Local Tax Revenue (Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives) (CPIM Pending)

12:30 p.m. 
Lunch

1:15 p.m.
Module 4: State Funding (Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)

2:30 p.m.
Break

2:45 p.m.
Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) (CPIM Pending)

4:15 p.m. 
Adjourn

Day 2

8:30 a.m.
Module 6: EMIS (Why Data counts, compiling, validating, reporting, certifying district data) (CPIM Pending)

9:30 a.m.
Break

9:45 a.m.
Module 7: Why Kids Count (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More)

10:45 a.m.
Break

11:00 a.m.
Module 8: Grant Accounting & Management (State/Federal Grants, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs) (CPIM Pending)

12:30 p.m. 
Lunch

1:15 p.m.  
Module 9: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 9: Annual Audits (CPIM Pending)
                  
3:30 p.m.
Adjourn

Date: 07/10-11/2023

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

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

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

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

Agenda

Day 1

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

9:15 a.m.
Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer

10:45 a.m. 
Break

11:00 a.m. 
Module 2: Governing Laws, Regulations and Policies (CPIM Pending)

12:00 p.m.
Lunch

12:45 p.m.
Module 2: Governing Laws, Regulations and Policies, continued (CPIM Pending)

1:45 p.m.
Break

2:00 p.m.
Module 3: Ethics (CPIM Pending)
 
3:00 p.m.
Adjourn

Day 2

8:30 a.m.
Module 4: Fund Accounting & USAS Coding (CPIM Pending)

9:30 a.m. 
Break

9:45 a.m
Module 5: Purchasing (CPIM Pending)

10:45 a.m.
Break

11:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Pending)   

12:00 p.m. 
Lunch

12:45 p.m.
Module 6: Student Activity Programs (CPIM Pending)

1:45 p.m.
Break

2:00 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Pending)

3:00 p.m.
Break

3:15 p.m.
Module 7: Investment Basics (CPIM Pending)

4:15 p.m.
Adjourn

Date: 06.14.2023, 12 p.m.

Location: Online

Cost: Member - $0 | Non-Member - $55

More information to come...

Date: 06.14.2023 ***This seminar is IN-PERSON only.***

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

Cost:  $25

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

AGENDA

*COMING SOON

Date: 06.13. 2022, 12 p.m.

Location: Online

Cost: Member - $0 | Non-Member - $55

Conversations, even hard ones, can start out well. Then, seemingly out of nowhere, it goes bad. Unfortunately, you cannot control the response of the other person, but you can be prepared when it happens. Being able to respond well at the moment can move the conversation back to a place of productivity. You will learn:

• How to build trust so the relationship can sustain the hard conversation
• How to fully understand the other person’s perspective so you can meet their needs and yours
• How to integrate this understanding into the template for the conversation
• How to start and hold the conversation.
• How to build dialogue rather than argument.

Other Webinars in this Series

Session 1 - Know Thyself

The way we think and feel as we enter a conversation greatly impacts our communication from the words we use to our body language. In this session, we will work on our attitudes, thoughts, and feelings that sabotage the conversation from the start. You will learn to answer the following questions to better prepare yourself for the conversation:

• What are the stories/assumptions I’m bringing to the conversation? 
• What do I really want out of the conversation? 
• What do I want out of the relationship with the other person? 
• What can I control? • What difference does any of this make? 
• How do I start the conversation so that we can talk rather than argue? 
• What words do I use?

Session 2 - Holding a Candid AND Respectful Conversation

We often feel we can be honest/direct or respectful/kind to the other person. Unfortunately, this mindset does not give us the room to be both. In this session, we will learn how to hold a hard conversation in a way that is honest and direct while being respectful to the other person. The goal is to achieve meaningful dialogue rather than argument. You will learn:

• How to prepare for the conversation.
• How to start the conversation
• What words do I use? (Template for holding the hard conversation) 
• How do I respond when the other person gets angry?

Session 3 - Learning How to Prevent the BIG, UNCOMFORTABLE Conversation

Sometimes it can feel like everywhere we look, there is a looming big, uncomfortable conversation. The good news is there is a way to minimize the occurrence of these conversations and still have respectful and candid conversations that build relationships and get things done. You will learn:

• How to build trust accounts in relationships. 
• What is a crucial conversation? 
• How to recognize when a conversation is needed 
• How to eliminate the majority of the hardest conversations

Date: 05.18.2023

Location: VIRTUAL Event 

Cost: Member - $100 | Non-Member - $200

This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the first quarter of the fiscal year (July, August, September).  Specific areas covered in each quarter include CCIP, EMIS and budget-related content. 

Seminar Directors: 
Anne Arnold, Gibsonburg EVSD; Kerri Johnson, Anthony Wayne Local Schools

AGENDA

8:00 a.m.
Welcome & Introductions

8:15 a.m.
Educational Management Information System (EMIS)   (CPIM Approved)   
What a Treasurer/CFO needs to review with staff for accuracy, timely submission and its importance for first quarter:

• Tuition certification and report for end of prior fiscal year activity (including SF14, SF-14H, etc.);
• Scholarship Review Period (EdChoice, Jon Peterson and Autism – timelines subject to change);
• Student full-time equivalent (FTE) counts and accuracy (including percent of time, special ed, economic disadv., enrolled/withdrawal, etc.);
• College Credit Plus (CCP) Tuition Review  (loaded into Ohio District Data Exchange (ODDEX) at various times and allows for a 45 day review period);
• Staff reporting – checking data for accurate reporting and update as appropriate; and
  Financial Supplemental Collection Optional (September).

Tami Bevins, EMIS/SIS/Testing Supervisor, Four County Career Center 

9:15 a.m. - Break 

9:30 a.m.
Tying It All Together: Budgeting & Forecast   (CPIM Approved)
Topics to be covered, along with example documents for reference, include: 

• Year-end budgetary compliance, County Auditor/AOS requirements 
• Temporary/Permanent vs. Final Appropriations: 
• Temporary/Permanent appropriations for the next fiscal year, and final appropriations for previous year
• Board may adopt of appropriation measure, which may be temporary (July 1) (ORC 5705.38(A))
• Certificate of Available Balances
• Treasurer must certify available revenue in funds to county auditor (July 1) (ORC 5705.36(A)(1)) – Official certificate of estimated resources
• Certificate of Available Balances
• Official/Final Amended Certificate of Estimated Resources
• Request for an amended official certificate, if necessary (prior to July 1)

Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools 
Jeff Dornbusch, Treasurer, Port Clinton City Schools

10:45 a.m. - Break 

11:00 a.m.
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)  (CPIM Approved)
Topics to be covered include: 
• Budget/Revisions, USAS Allocation, Spending Deadlines, PCRs, (submit prior to June 30) FERs (Due September 30)
• Allocation of costs to appropriate USAS accounts (special education function codes; IDEA funds; Title I funds) - for next fiscal year
• Monthly project cash requests (PCRs) and budget revisions
• PCR advance requests for October approved and budget revisions
• Work with school departments to create the plan
• Obligated funds by June 30, expended by Sept. 30 (with CCIP Final Expenditure Report due Sept 30)
• CCIP budgets must be substantially approved for the fiscal year beginning July 1 prior to expending funds
Brad Deleruyelle, Treasurer/CFO, Pandora-Gilboa School District
Kerri Johnson, Treasurer/CFO, Anthony Wayne LSD 

12:00 p.m. 
Lunch

12:45 p.m.   
Licensure Issues: Licensure Validation, Local Professional Development Committee, and Individual Professional Development Plan  
Contact hours versus semester hours
Course work tied to IPDP
What must be submitted (CEU form/Agendas, etc.)
John Espy, Treasurer, Milford EVSD    

1:10 p.m.
Student Activities & Boosters   (CPIM Approved)
Matt Stout, Bricker Graydon 
Matt Feasel, Treasurer/CFO, Pike-Delta-York Schools 

2:10 p.m. 
Break

2:15 p.m. 
Records Retention
Jenny Moneghan, Retired Assistant Treasurer      
          
2:45 p.m.
Round Table Discussion - Cash vs. GAAP - Preparing for year-end
Kerri Johnson, Treasurer, Anthony Wayne Local Schools 
Anne Arnold, Treasurer/CFO, Gibsonburg EVSD
Melcie Wells, Treasurer/CFO, Warren Local Schools 
Rhonda Feasel,  Treasurer/CFO, Mohawk Local Schools 

3:30 p.m.
Conclusion and Q&A