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  • Contains 1 Component(s) Includes a Live Web Event on 03/08/2022 at 8:00 AM (EST)

    A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or currently licensed CFO/Treasurers wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development, revenue and expenditure cash flow, forecasting and forecasting assumptions and content on the ASBO International’s Meritorious Budget Award Program.

    Date: 03/08 - 09/2022

    Location: OASBO Conference Center, 98 Commerce Park Dr. Westerville, OH 43082; or Online

    Fee: 
    In Person Option - Member $200 / Non-Member $400
    Virtual Option - Member: $220 / Non-member $440 

     To receive a hard copy of the manuals, please register by Feb. 22. If you register after that date you will receive digital copies.

    A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or currently licensed CFO/Treasurers wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development, revenue and expenditure cash flow, forecasting and forecasting assumptions, and content on ASBO International’s Meritorious Budget Award Program.

    If you are also interested in college credit for this course, click here to register with Ashland and then 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

     

    8:00 a.m.
    Registration, Class Instructions and Introductions

    8:15 a.m.
    Appropriations & Budgeting
     
    9:15 a.m.
    Break
     
    9:30 a.m.    
    Introduction to Forecasting; and Enrollment Projections 

    10:30 a.m.
    Break
     
    10:45 a.m.
    Forecasting Revenues - Local Property and Income Taxes 
     
    12:00 p.m.     
    Lunch
     
    12:45 p.m.
    Forecasting Revenue - Calculating & Projecting the Components of State Aid 
     
    2:00 p.m.         
    Break               
     
    2:15 p.m.
    Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.) 
     
    3:15 p.m.         
    Adjourn  
     
      
    Day 2

     

    8:30 a.m.    
    Forecasting Expenditures - Salaries and Wages 
     
    Forecasting Expenditures - Retirement and Insurance Benefits 
     
    10:00 a.m.
    Break
     
    10:15 a.m.
    Forecasting Expenditures - Other Expenditures 
     
    11:00 a.m.       
    Break
     
    11:15 a.m.
    Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items 
     
    12:15 p.m.       
    Lunch
     
    1:00 p.m.
    Cash Flow, Fiscal Caution, Watch and Emergency
     
    2:00 p.m.
    Break
     
    2:15 p.m.
    Analytics 
     
    3:15 p.m.        
    Course Review           

    3:30 p.m.         
    Adjourn           

  • Contains 7 Component(s), Includes Credits Includes Multiple Live Events. The next is on 02/04/2022 at 8:45 AM (EST)

    This seminar is designed to bring Treasurers and EMIS Coordinators together to discuss the importance of data collection and EMIS reporting and its impact on funding. This seminar is being co-presented by OASBO and the Ohio Association of EMIS Professionals

    Date: 02/04/2021

    Location: Online

    Fee: $100 (Member) / $200 (Non-Member) The seminar will be live virtually and recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register now and view the recordings at another time.

     

    This seminar is designed to bring Treasurers and EMIS Coordinators together to discuss the importance of data collection and EMIS reporting and its impact on funding.  This seminar is being co-presented by OASBO and the Ohio Association of EMIS Professionals

    Aaron Rausch and David Ehle of ODE expressed concern over having this event in December what with the delay in the formula. In order for attendees to have current, effective information, this event has been rescheduled to February 4, 2022. It remains as a totally virtual event. Thank you for your understanding. 



    Agenda

    8:45 a.m.
    Registration and Introductions

    8:50 a.m.
    Budget Impacts FY22 - ODE Finance  (CPIM Pending)

    Aaron Rausch, ODE

    10:00 a.m.
    Break

     
    10:10 a.m.
    ODE EMIS

    David Ehle, ODE

    11:10 a.m. 
    Break

    11:20 a.m. 
    Treasurer and EMIS Relationships

    The importance of Treasurer and EMIS relationships especially in the midst of the new funding formula HB110 - counting kids matters much more now than in the last bi-ennium budget.
    Cindy Ritter, K-12 Business Consultants, Retired Treasurer, OASBO Board Past President 

    12:15 p.m.
    Lunch

    1:00 p.m.
    Understanding FTE Reports (subject to change)  (CPIM Pending)

    Tammy Hrosch, META Solutions
     
    1:50 p.m.
    Break

    2:00 p.m.
    Overview of EMIS Advisory Council

    Marianne Mottley, ODE

    2:45 p.m.
    Conclusion and Q&A

     

    Aaron Rausch

    Director, Office of Budget and School Funding, Ohio Department of Education

    Aaron Rausch is the Director of Budget and School Funding at the Ohio Department of Education (ODE), where he manages an agency budget of more than $13 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. 

    David Ehle

    Director - Office of Data Quality/EMIS, ODE

    Cindy Ritter

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    Cynthia Ritter is a School Business Consultant with K-12 Business Consulting, Inc. and Grant Consultant to Envision Ed Plus. Cynthia has served as a consultant to Ohio Department of Education with the Academic Distress Commissions and Education Reform. She has over 32 years of successful leadership and management experience as treasurer/CFO for several school districts.

    She has been a member of the Education Standards Board Ohio Department of Education, OASBO Board President, served on the Auditor of State Regional Advisory Committee, Board member and treasurer of the Pickaway County Employees Benefit Program, speaker and presenter at numerous OSBA, BASA, OASBO and ASBO seminars.

    She has received many awards and recognitions including the Rich Unger Professionalism Award, Distinguished Service Award and was a Herb Brum Scholarship recipient.

    Tammy Hrosch

    EMIS Manager, Meta Solutions

    Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of twenty three EMIS specialists across five META locations. She has been reporting EMIS data for 19 years and is actively involved with the Ohio Association of EMIS Professionals serving on a variety of committees and former treasurer of the organization. She is a member of the ODE EMIS Advisory Council and is the developer and trainer of materials for the ODE EMIS Alliance grant. Tammy holds a bachelor’s degree in business administration and holds an Ohio school treasurers license. 

    Marianne Mottley

    Director - Report Card Project, Office of Information Technology, ODE

  • Contains 8 Component(s), Includes Credits Includes Multiple Live Events. The next is on 02/02/2022 at 8:00 AM (EST)

    This seminar goes in-depth on student activities and booster groups, including proper fund accounting, rules and regulations, sample policies and manuals, and proper documentation.

    Date: 02/02/2022

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

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

    This seminar goes in-depth on student activities and booster groups, including proper fund accounting, rules and regulations, sample policies and manuals, and proper documentation.

    Agenda

    8:00 a.m.
    Welcome and Introductions

    8:15 a.m.
    Student Activity Funds & Fee Types

    9:30 a.m.
    Break

    9:45 a.m.
    Student Activity Process & Procedures including Documentation/Student Activity Manual/Crowd Funding 
     
    10:45 a.m. 
    Break

    11:00 a.m.
    Student Activity Process & Procedures including Documentation/Student Activity Manual/Crowd Funding (continued) 

    12:00 p.m.
    Lunch
     
    12:30 p.m.
    Student Activity Fraud Panel

    1:15 p.m. 
    Break

    1:30 p.m.
    Booster Group (Best Practices, District Responsibility, District Liability) (CPIM Pending)

    2:30 p.m. 
    Break
     
    2:45 p.m.
    Fraud Issues (CPIM Pending)
     
    3:45 p.m.
    Conclusion and Q&A

  • Contains 9 Component(s), Includes Credits Includes Multiple Live Events. The next is on 01/26/2022 at 8:00 AM (EST)

    ***This workshop has both an IN-PERSON or VIRTUAL attendance option. *** This seminar will provide essential information in the areas of the Fair School Funding Plan, ESSR Reporting and Compliance, Legislative updates and will provide participants an opportunity for a roundtable discussion on hot topic issues.

    Date: 1/26/2022

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

    Fee (In-Person & Virtual): $100 (Member) / $200 (Non-Member)


    This seminar will provide essential information in the areas of the Fair School Funding Plan, ESSR Reporting and Compliance, Legislative updates and will provide participants an opportunity for a roundtable discussion on hot topic issues.


    AGENDA

    8:00 a.m.
    Introductions & Welcome

    8:05 a.m.
    ODE Update - SFPR
    Aaron Rausch, Ohio Department of Education

     
    9:35 a.m.
    Break

    9:50 a.m.
    Fair School Funding Plan
    FSFP Workgroup

    11:00 a.m. 
    Break

    11:15 a.m.
    Legislative Update
    Katie Johnson, OASBO

    12:00 p.m. 
    Lunch

    12:45 p.m.
    ESSR Reporting (CPIM Pending)
    Karen Auble and Rachel Hand, Office of Federal Programs 

    1:45 p.m. 
    Break

    2:00 p.m.
    ESSR Compliance Update (CPIM Pending)
    Marnie Fredrickson, Auditor of State Office

    3:00 p.m.
    Q&A Roundtable

    3:30 p.m.
    Closing and Adjournment

     

  • Contains 1 Component(s) Includes a Live Web Event on 01/19/2022 at 8:25 AM (EST)

    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 provides comprehensive content in the areas of local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, ethics and the fiscal officers responsibilities, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.

    Date: 01/19 - 20/2022

    Location: OASBO Conference Center, 98 Commerce Park Dr. Westerville, OH 43082; or Online

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

    To receive a hard copy of the manuals, please register by Jan. 4. If you register after that date you will receive digital copies.

    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 provides comprehensive content in the areas of local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, ethics and the fiscal officer's responsibilities, grant accounting and management, EMIS requirements, tuition and student-related costs to recapture, preparing for and responding to audits.

    If you are also interested in college credit for this course, click here to register with Ashland and then 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

     

    8:25 a.m.
    Class Instruction and Introductions

    8:30 a.m.
    Local Taxation - Property Taxes and Millage Rates
    Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations

    10:00 a.m. 
    Break

    10:10 a.m.
    Impacts on Local Tax Revenue
    Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs, and Other Development Incentives

    11:25 a.m. 
    Lunch

    12:10 p.m.
    Debt Issuance
    Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings

    1:40 p.m. 
    Break

    1:50 p.m.
    State Funding
    Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid

    2:50 p.m.
    Break

    3:00 p.m.
    Equity and Adequacy - What’s it all about?

    4:00 p.m. 
    Adjourn

     

    Day 2

     

    8:30 a.m.
    EMIS
    Why Data Counts, Compiling, Validating, Reporting, Certifying District Data

    Break

    9:40 a.m. 
    Why Kids Count
    Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More

    10:25 a.m.
    Break

    10:35 a.m.
    Grant Accounting & Management
    State/Federal Grants, Local Share, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs

    12:05 p.m. 
    Lunch

    12:50 p.m.  
    Financial Reporting
    Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency

    1:50 p.m.
    Break

    2:00 p.m.
    Annual Audits

    3:00 p.m.
    Evaluations and Adjourn

     

  • Contains 2 Component(s), Includes Credits Includes a Live In-Person Event on 12/13/2021 at 12:30 PM (EST)

    Join us December 13-14 for our annual Leadership Conference to learn how your leadership is uniquely shaped, and how to lead others better using these powerful tools.

    Date: 12/13-14

    Location: Hilton Columbus at Easton, 3900 Chagrin Drive, Columbus

    Educational Credits: 6.5 Contact hours

    Cost: $200 Member / $400 Non-member. Hotel rate: $179 plus tax. Click here to reserve a room with the special rate.

     

    Strong leadership skills are essential to the success of school business officials. Whether you are brand new to the profession or a 20-year veteran, continuing to build strong leadership skills is important.

    Join us Dec.13-14 for our annual Leadership Conference to learn how your leadership is uniquely shaped, and how to lead others better using these powerful tools. All OASBO Members are invited to register, but seats are limited so register today!

    The conference includes sessions on Diversity, Equity, and Inclusion, and the Eagle's Flight - Promises, Promises! program. Promises, Promises! is an eye-opening team-building activity that breaks down barriers and improves collaboration. The program is full of diplomatic intrigue, politics, scandals, and nonstop fun. You will work diligently to overcome distrust, barriers, and flawed communication to make good on commitments. With the clock ticking, this experiential activity quickly breaks down barriers to show the importance of delivering on your priorities and those of the greater group. In the midst of all the fun, you will learn about productive collaboration, open communication, and results-focused teamwork.

    This conference is in-person, with no virtual option. COVID-19 precautions and social distancing procedures will be in place, and masks will be required.

     

    Agenda:

    Monday, December 13

    12:30 p.m. 
    Registration & Lunch

    1:30 p.m.
    Welcome and Introductions

    2:00 p.m.
    Diversity, Equity & Inclusion

    4:00 p.m.
    Hotel Check-In/Break

    4:30 p.m.
    Reception/Heavy hors d’oeuvres

    5:30 p.m.
    Dinner on your own (Enjoy Easton Town Center under the lights)

    Tuesday, December 14

    7:30 a.m.
    Breakfast

    8:00 a.m.
    Eagle’s Flight – Promises, Promises!

    10:00 a.m.
    Break

    10:15 a.m.
    Eagle’s Flight – Promises, Promises! (Continued)

    12:15 p.m.
    Lunch

    1:00 p.m.
    Adjournment

  • Contains 8 Component(s), Includes Credits Includes Multiple Live Events. The next is on 12/10/2021 at 8:30 AM (EST)

    An annual update of timely topics from the Ohio Department of Education, the Ohio Office of Budget and Management, the Ohio Auditor of State, Ohio Education Policy Institute, School Funding Workgroup & Fair School Funding Plan, and the education associations.

    Date: 12/10/2021

    Location: Online

    Fee: $120

    An annual update of timely topics from the Ohio Department of Education, the Ohio Auditor of State, Ohio Education Policy Institute, School Funding Workgroup & Fair School Funding Plan, and the education associations.


    AGENDA

    8:30 a.m.
    Ohio Education Policy Institute

    Dr. Howard Fleeter
                                                                             
    9:30 a.m.
    Break

    9:45 a.m.
    AOS Update

    Robert Hinkle, Chief Deputy Auditor and Marnie Fredrickson, Assistant Chief Deputy Auditor, Ohio Auditor of State Office
                                                                             
    10:15 a.m.
    Break

    10:30 a.m.
    Fair School Funding Plan 2.0
    Tom Hosler, Superintendent, Perrysburg Exempted Village School District
    Ryan Pendleton, CFO/Treasurer, Akron Public Schools
    Maria Rellinger, Treasurer/CFO, Apollo Career Technical Center

    11:00 a.m.
    Break

    11:15 a.m.
    Economic Development Tools
    Rob McCarthy, Bricker & Eckler

    12:00 p.m.
    Lunch Break

    1:00 p.m.
    ODE Update and Q&A
    Aaron Rausch, Ohio Department of Education

    2:00 p.m.
    Break

    2:15 p.m.
    Lobbyists Legislative Update
    Katie Johnson, OASBO
    Will Schwartz, and Nicole Piscitani, OSBA

    3:00 p.m.
    Adjourn 

    Dr. Howard Fleeter

    Ohio Education Policy Institute

    Dr. Howard B. Fleeter received his Ph.D in Economics from the University of California, Berkeley in 1990.  He was a faculty member in the School of Public Policy and Management at Ohio State University from 1989-1999, where he taught courses in Public Sector Economics, Public Finance, and State and Local Government Finance.  He was a four-time recipient of the School’s “Faculty of the Year” award for excellence in teaching.  Dr. Fleeter was also a faculty member in the School of Education at the University of Massachusetts Amherst from 1999-2001, where he taught courses in the Economics of Education and School Finance. In 2002 he joined with Richard Levin and Bill Driscoll to form the state and local government finance and tax policy consulting firm Levin, Driscoll & Fleeter.  After the retirements of Mr. Levin and Mr. Driscoll, the firm is now known as Howard Fleeter & Associates

    Dr. Fleeter's research has focused on issues of education finance, education policy, and state and local tax policy and he is the author of numerous policy studies and academic journal articles on these topics.  Since his 1992 report, "Equity, Adequacy and Reliability in Ohio Education Finance" for Governor Voinovich's Education Management Council he has been one of the state’s leading experts on Education Finance.  He has worked extensively with Ohio education policy-makers to improve the state's school funding system for more than 25 years.  He currently serves as a research consultant on education finance and policy issues for the Ohio Education Policy Institute. 

    Bob Hinkle

    Deputy Auditor, Ohio Auditor of State Office

    Bob Hinkle is the Chief Deputy Auditor for Auditor of State Keith Faber. Bob was originally appointed on March 1, 2006. This appointment continues a career with the AOS that started in 1984. His knowledge and understanding of the office was developed during a career path beginning with staff auditor followed by a progression though every level of management. Each step prepared him for his eventual appointment to Chief Deputy Auditor which he has served through four administrations. Bob has been recognized for his commitment to the people of the state of Ohio by the Ohio GFOA in receiving the Hugh Dorrian Lifetime Achievement Award as well as the Central Ohio AGA, receiving the Excellence in Government Leadership Award. In his more than 36 years of service with the AOS, he has worked with every type of local government.

    Bob is a Certified Public Accountant and Certified Government Financial Manager. He is a member of the AICPA, OSCPA, AGA and GFOA. A graduate of Mount Vernon Nazarene University, he is married to Kelly and they have three adult children, Lincey 30, Garrison 29, and Alexis 22.


    Marnie Fredrickson

    Assistant Chief Deputy Auditor, Ohio Auditor of State Office

    Marnie is the Assistant Chief Deputy Auditor for the Auditor of State’s Office, where she has proudly served the Office for more than 24 years and brings more than 17 years of large project management leadership experience.  In her role at the AOS, Marnie oversees the Center for Audit Excellence, Local Government Services, Medicaid Contract Audits, and the Data & Information Technology Audit groups and assists in researching, consulting, interpreting, and implementing professional standards across the office.  Marnie’s specialties include project management and implementation and interpretation of professional standards.  Most recently, Marnie has directed special projects developing strategies for integrating data and analytics into various phases of the audit process and for audit implementation of federal COVID-19 funding through the Coronavirus Aid, Relief, and Economic Security (CARES) Act, American Rescue Plan Act (ARPA), and other associated Congressional Acts.  In a similar role, Marnie led the Auditor of State’s implementation of the American Recovery and Reinvestment Act of 2009.

    Marnie has Bachelors of Arts Degrees in Accounting and Business Administration, with a concentration in Management, from Mount Vernon Nazarene University.  She serves on the AICPA’s Single Audit Roundtable and the National Association of State Auditors, Comptrollers, and Treasurer’s (NASACT) Single Audit Committee –two forums of key single audit stakeholders such as the AICPA, GAO, OMB, Federal Inspector Generals, and State Auditors, Comptrollers, and Treasurers.  Marnie is also a member of the Association of Government Accountants (AGA) and Ohio Government Finance Officers Association (GFOA), where she previously served on the Education Committee.

    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. 

    Maria Rellinger

    Treasurer/CFO, Apollo Career Technical Center

    The Apollo Career Center Board of Education announced the appointment of Maria Rellinger as Treasurer/CFO of the Apollo district August 2017. Rellinger has served as the Treasurer/CFO of Paulding Exempted Village Schools since 2009.

    Prior to her tenure with the Paulding district, Rellinger was the treasurer for Continental Local School District, and also served as an auditor for the Auditor of State of Ohio. Her professional affiliations are extensive including Ohio Association of School Business Officials, Board of Directors; Southwestern Ohio Educational Purchasing Council, Board of Directors; and Superior Credit Union Board of Directors.

    She obtained a Bachelor of Science degree in Business Administration from Ohio Northern University, and an MBA from the University of Findlay.

    Rellinger was raised in Delphos, Ohio and currently resides in Kalida, Ohio with her husband Bruce and two children.  

    Rob McCarthy

    Partner, Bricker & Eckler, LLP

    Rob McCarthy is a public finance attorney. He serves as bond counsel, issuer's counsel and underwriter's counsel on general obligation and structured revenue financings. Rob also works with public and private clients to establish and manage economic development incentives and special purpose districts, including joint economic development districts and new community authorities. In addition, Rob provides general counsel representation on public law matters, drawing upon his prior experience as a law clerk to Justice Yvette McGee Brown on the Supreme Court of Ohio and as an assistant attorney general and legal advisor to Ohio Attorney General Richard Cordray.

    Rob is a member of Bricker & Eckler’s Recruiting Committee and is a recent graduate of the firm’s leadership development program.

    Aaron Rausch

    Director, Office of Budget and School Funding, Ohio Department of Education

    Aaron Rausch is the Director of Budget and School Funding at the Ohio Department of Education (ODE), where he manages an agency budget of more than $13 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. 

    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. 

    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.

  • Contains 3 Component(s), Includes Credits Recorded On: 12/03/2021

    The Certificate of Transition requires all Ohio fiscal officers, including school district treasurers/CFOs, to provide to their successors a complete and accurate list of items as required by statute and as prescribed by the Auditor of State. While this may seem intuitive, this structure gives both parties a common vocabulary to transition the most critical functions of fiscal operations. Many requirements are readily available but could change frequently. It is reasonable to conclude that managing this many details could result in a few overlooked items during an emotional, sudden, or even standard transition.

    Date: 12/03/2021, 1:00 p.m.

    Location: Online

    Fee: Free

    The Certificate of Transition requires all Ohio fiscal officers, including school district treasurers/CFOs, to provide to their successors a complete and accurate list of items as required by statute and as prescribed by the Auditor of State. While this may seem intuitive, this structure gives both parties a common vocabulary to transition the most critical functions of fiscal operations. Many requirements are readily available but could change frequently. It is reasonable to conclude that managing this many details could result in a few overlooked items during an emotional, sudden, or even standard transition.

    Marvin Founds

    Director of Education Finance, Baker Tilly Virchow Krause, LLC

    Marvin Founds is a director and municipal advisor with Baker Tilly Municipal Advisors, LLC. He has been an education finance professional for over 30 years, serving as treasurer/CFO for various school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

    Through his longtime involvement in the field, Marvin has developed a statewide reputation for his range of knowledge in school finance. He has been a speaker and panelist at many conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances. 

    Marvin earned a Bachelor of Science Degree in Business Administration with a Finance concentration from The Ohio State University, and has two Master’s Degrees from Ashland University - Business Administration and Education.

    Dan Hedden

    Partner, CPA, Baker Tilly Municipal Advisors, LLC

    Dan Hedden is a partner in the Baker Tillypublic sector practice group. Dan specializes in client services related tofinancial accounting and reporting, internal management reporting, andfinancial modeling. Dan works with clients to increase their utilization oftechnology and process management to assist governmental units in their effortsto provide better and more useful information to a wider range of users. Dan serveslocal governments, including schools, municipalities, counties, utilities,libraries, airports and regional districts. Dan is a Certified PublicAccountant (CPA) and is a registered Municipal Advisor with the Securities andExchange Commission. 

  • Contains 3 Component(s), Includes Credits Recorded On: 11/30/2021

    It's an age-old debate. What are the differences between leaders and managers? We will look at some suggested differences between the two. During this seminar, you will take a self-assessment to discover more about your current work-style. Are you working as a leader or a manager...and what is needed in your setting?

    Date: 11/30/2021     10:00 a.m.

    Cost: Professional - Free; Associate/Student - $30

    It's an age-old debate. What are the differences between leaders and managers? We will look at some suggested differences between the two. During this seminar, you will take a self-assessment to discover more about your current work-style. Are you working as a leader or a manager...and what is needed in your setting? 

    Leander Rabe

    Executive and Team Coach, Hulings and Associates

    Hulings and Associates

    A leadership, team, and culture coach, providing team and leadership development by providing powerful tools and common-sense training. Whether working with highly effective or struggling teams and leaders, I am passionate to see them reach their full potential.

  • Contains 14 Component(s), Includes Credits Recorded On: 11/17/2021

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

    Date: 11/17/2021

    Location: Online

    Fee: $100 (Member) / $200 (Non-Member) The seminar will be live and recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register now and view the recordings at another time.

     

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

     

    AGENDA

    8:00 a.m.
    Introductions

    8:15 a.m.
    Educational Management Information System (EMIS) (CPIM Approved)
    Tammy Hrosch, META Solutions

    9:15 a.m.
    Grants Management; Comprehensive Continuous Improvement Plan (CCIP) (CPIM Approved)
    Todd Adkins, Akron Public Schools

    10:15 a.m.
    Break

    10:30 a.m.
    Tying It All Together: Budgeting, Forecast & Closing Calendar Year (CPIM Approved)
    Randy Drewyor, Perrysburg EVSD
    Jeff Dornbusch, Port Clinton City Schools

    11:30 a.m.
    Lunch

    12:15 p.m.
    Special Education, Catastrophic Costs & Excess Costs (CPIM Approved)
    Kyle Kiffer, Streetsboro City Schools

    1:15 p.m.
    Health Insurance & Benefits (CPIM Approved)
    Todd Puster, Orange City Schools
    Cyndie Schepis, Gallagher Benefit Services

    2:15 p.m.
    Break

    2:30 p.m.
    Negotiations
    Randy Drewyor, Perrysburg EVSD
    Kris Blind, London City Schools

    3:00 p.m.
    Board Meetings
    Todd Puster, Orange City Schools

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

     

    Tammy Hrosch

    EMIS Manager, Meta Solutions

    Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of twenty three EMIS specialists across five META locations. She has been reporting EMIS data for 19 years and is actively involved with the Ohio Association of EMIS Professionals serving on a variety of committees and former treasurer of the organization. She is a member of the ODE EMIS Advisory Council and is the developer and trainer of materials for the ODE EMIS Alliance grant. Tammy holds a bachelor’s degree in business administration and holds an Ohio school treasurers license. 

    Todd Adkins

    Assistant Treasurer, Akron Public Schools

    Todd Adkins is the Assistant Treasurer, Budgetary Division, of Akron Public Schools.  Todd is dedicated to advancing public education for students, in particular the disadvantaged students in Ohio.  Todd has committed the past 18 years to Akron Public Schools in various positions. 

    Todd serves on the Ohio Schools Council Advisory Committee.  He received his accounting degree from Kent State University in 1995.  He acquired his CPA license (Inactive) in 2000 and attained his Treasurer’s License in 2015.

    Randy Drewyor

    Treasurer/CFO, Huron City Schools

    Randy joined the Huron City School District team beginning service in June 2019 as Treasurer/CFO for the district.  Randy comes to Huron City after serving as Treasurer/CFO for the Bright Local School District since August of 2016. 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.

    Jeff Dornbusch

    Treasurer/CFO, Port Clinton City Schools

    Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio and is the current Chairmen of the OASBO Ed Finance Committee.  He also serves on his local school board as well as a member of the board of directors for his local community hospital.

    Prior to becoming a Treasurer Jeff spent 15 years in the private sector as a corporate controller.  He also has a business education teacher license and holds a Master’s degree in Educational Administration.

    Jeff also runs Golden Gate Financial Services, LLC which provide financial consultations to public schools in Ohio.

    Kyle Kiffer

    Treasurer, Streeetsboro City Schools

    Kyle Kiffer is currently the Treasurer at Streetsboro City School District. Prior to this he was the Assistant Treasurer for the Strongsville CSD for two years. Kyle spent nine years with the Ohio Auditor of State’s office Auditing School Districts, Cities, Village’s, Charter Schools, and Counties. Kyle started with the State as an intern and left as an Audit Manager. He has also been a swim coach for the past ten swim seasons, currently serving the role as Assistant Coach for the Strongsville Mustangs Swimming and Diving Team.

    Kyle received a degree in Accounting and Financial Management from Hiram College, where he still volunteers as a mentor to students within the schools Accounting program. He has also run ten marathons and is a three-time Ironman, a140.6-mile triathlon. He resides in Lakewood, Ohio with his wife and two daughters. 

    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.

    Cyndie Schepis

    Area Executive Vice President, Gallagher Risk Management & Consulting

    Cyndie is an accomplished health care consultant with 30+ years of experience.  Her background includes account management with insurance carriers like CIGNA Healthcare, where she was exposed to the carrier side of the healthcare business.  She has worked as a consultant for the past 17 years.   

    Cyndie currently oversees the Ohio Public Sector Practice as team lead.  She provides a long history of experience with consortia building and management, union relationships and education, public sector compliance issues and employee engagement.

    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.