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  • Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is 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 5 Component(s), Includes Credits Includes Multiple Live Events. The next is on 03/01/2022 at 2:00 PM (EST)

    ***This workshop has both an IN-PERSON or VIRTUAL attendance option. *** The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    Date: 3/1/2022 2:00 PM

    Location: OASBO Conference Center, 98 Commerce Park Drive Westerville, OH, 43082; OR ONLINE

    Fee: Free

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    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. 

  • Contains 4 Component(s), Includes Credits Includes a Live In-Person Event on 03/01/2022 at 10:00 AM (EST)

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    Date: 3/1/2022 10:00 AM

    Location:  Athens-Meigs ESC, 21 Birge Dr., Chauncey, OH, 45719
                            Room 104, immediately to your right as you enter through the front doors of the building

    Fee: Free

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    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. 

  • Contains 4 Component(s), Includes Credits Includes a Live In-Person Event on 02/24/2022 at 2:00 PM (EST)

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    Date: 2/24/2022 2:00 PM

    Location: Brecksville-Broadview Heights High School, 6380 Mill Road, Broadview Hts, OH. 44147

    Fee: Free

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    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. 

  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 02/24/2022 at 1:00 PM (EST)

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. Join this session for a roundtable discussion with school district leaders on their experiences of what happened after a Cyber Security attack.

    Date: 02/24/2022 at 1 p.m.

    Location: Online

    Cost: Free

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. Join for a roundtable discussion with school district leaders on their experiences of what happened after a Cyber Security attack.


    Other Webinars in this Series:

    Cyber Risk and Insurance Webinar 1: The Impact of Cyber Security Threats that Can Go Unnoticed 
    Date: 2/03/2022 at 1 p.m.
    This session will outline the types of cyber threats faced by schools, including malware, denial of service, phishing, etc., and the impact to the district that are not always discussed such as payroll disruption and remediation costs.
    Click here to register.

    Cyber Risk & Insurance Webinar 2: What’s Really Included in Cyber Policy Coverage?
    2/10/22 at 1 p.m.
    This session will discuss what is covered in standard cyber policies and provide insight on services that may only be available as additional riders. Specific areas covered will include policy contents, benchmark policy examples, and how to engage with insurance brokers.
    Click here to register.

    Cyber Risk & Insurance Webinar 3: How to Win Your Cyber Insurance Renewal?
    2/17/22 at 1 p.m.
    This session will outline steps districts can take to put themselves in the best possible position for cyber insurance pricing. An assessment of the district’s current environment, the benefits of pro-active planning and on-going annual reviews, plus the security solutions (multi-factor authentication, firewalls, etc.) that will improve your security posture will all be discussed.  In addition, an overview of the applications required by insurance companies will be included.
    Click here to register.



  • Contains 4 Component(s), Includes Credits Includes a Live In-Person Event on 02/22/2022 at 2:00 PM (EST)

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    Date: 2/22/2022 2:00 PM

    Location:  Princeton Administration Center, 3900 Cottingham Dr., Cincinnati OH, 45241

    Fee: Free

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    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. 

  • Contains 4 Component(s), Includes Credits Includes a Live In-Person Event on 02/22/2022 at 9:00 AM (EST)

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    Date: 2/22/2022 9:00 AM 

    Location: PENTA Career Center, 9301 Buck Rd, Perrysburg, OH 43551
                    Follow signs for Event Parking

    Fee: Free

    The Fair School Funding Plan Workgroup wants to hear from you! Please join one of the five regional meetings around the state designed to give school officials an opportunity to provide comments and suggestions regarding the FSFP after the first two monthly payments are made in compliance with the new plan in January and February.

    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. 

  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 02/17/2022 at 1:00 PM (EST)

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. This session will outline steps districts can take to put themselves in the best possible position for cyber insurance pricing. An assessment of the district’s current environment, the benefits of pro-active planning and on-going annual reviews, plus the security solutions (multi-factor authentication, firewalls, etc.) that will improve your security posture will all be discussed. In addition, an overview of the applications required by insurance companies will be included.

    Date: 02/17/2022 at 1 p.m.

    Location: Online

    Cost: Free

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. This session will outline steps districts can take to put themselves in the best possible position for cyber insurance pricing. An assessment of the district’s current environment, the benefits of pro-active planning and ongoing annual reviews, plus the security solutions (multi-factor authentication, firewalls, etc.) that will improve your security posture will all be discussed.  In addition, an overview of the applications required by insurance companies will be included.


    Other Webinars in this Series:

    Cyber Risk and Insurance Webinar 1: The Impact of Cyber Security Threats that Can Go Unnoticed 
    Date: 02/03/2022 at 1 p.m.
    This session will outline the types of cyber threats faced by schools, including malware, denial of service, phishing, etc., and the impact to the district that are not always discussed such as payroll disruption and remediation costs.
    Click here to register.

    Cyber Risk & Insurance Webinar 2: What’s Really Included in Cyber Policy Coverage?
    02/10/2022 at 1 p.m.
    This session will discuss what is covered in standard cyber policies and provide insight on services that may only be available as additional riders. Specific areas covered will include policy contents, benchmark policy examples, and how to engage with insurance brokers.
    Click here to register.

    Cyber Risk & Insurance Webinar 4: Honest Talk About a Cyber Security Attack
    02/24/2022 at 1 p.m.
    Join for a roundtable discussion with school district leaders on their experiences of what happened after a Cyber Security attack.
    Click here to register.



  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 02/10/2022 at 1:00 PM (EST)

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. This session will discuss what is covered in standard cyber policies and provide insight on services that may only be available as additional riders. Specific areas covered will include policy contents, benchmark policy examples, and how to engage with insurance brokers.

    Date: 2/10/2022 at 1 p.m.

    Location: Online

    Cost: Free

    Join OASBO, BASA, and OSBA in this cyber risk and insurance webinar series. This session will discuss what is covered in standard cyber policies and provide insight on services that may only be available as additional riders. Specific areas covered will include policy contents, benchmark policy examples, and how to engage with insurance brokers.

    Other Webinars in this Series:

    Cyber Risk and Insurance Webinar 1: The Impact of Cyber Security Threats that Can Go Unnoticed 
    Date: 2/03/2022 at 1 p.m.
    This session will outline the types of cyber threats faced by schools, including malware, denial of service, phishing, etc., and the impact to the district that are not always discussed such as payroll disruption and remediation costs.
    Click here to register.

    Cyber Risk & Insurance Webinar 3: How to Win Your Cyber Insurance Renewal?
    2/17/22 at 1 p.m.
    This session will outline steps districts can take to put themselves in the best possible position for cyber insurance pricing. An assessment of the district’s current environment, the benefits of pro-active planning and on-going annual reviews, plus the security solutions (multi-factor authentication, firewalls, etc.) that will improve your security posture will all be discussed.  In addition, an overview of the applications required by insurance companies will be included.
    Click here to register.

    Cyber Risk & Insurance Webinar 4: Honest Talk About a Cyber Security Attack
    2/24/2022 at 1 p.m.
    Join for a roundtable discussion with school district leaders on their experiences of what happened after a Cyber Security attack.
    Click here to register.



  • Contains 8 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