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  • Essentials of Budgeting & Forecasting 2021-2022

    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: Online

    Fee: $220 (Member) / $440 (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.

     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.

     

    Agenda coming soon.

  • Essentials of School Funding & Finance 2021-2022

    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: Online

    Fee: $220 (Member) / $440 (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.

    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.

     

    Agenda coming soon.

     

  • EMIS and School Funding 2021-2022

    Contains 1 Component(s) Includes a Live Web Event on 12/02/2021 at 8:00 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: 12/02/2021

    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 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

     

    Agenda coming soon.

     

  • Essentials of Financial Management & Administration 2021-2022

    Contains 1 Component(s) Includes a Live Web Event on 11/30/2021 at 8:30 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 will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, Board and negotiations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, credit cards and investments.

    Date: 11/30 - 12/01/2021

    Location: Online

    Fee: $220 (Member) / $440 (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.

     To receive a hard copy of the manuals, please register by Nov. 15. 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 will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, Board and negotiations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, credit cards and investments.

     

    Agenda coming soon.

  • Treasurer/CFO Planning Series - Third Quarter 2021-2022

    Contains 1 Component(s) Includes a Live Web Event on 11/17/2021 at 8:00 AM (EST)

    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 Pending)
    Tammy Hrosch, META

     

    9:00 a.m.
    Grants Management; Comprehensive Continuous Improvement Plan (CCIP)
    (CPIM Pending)
    Todd Adkins, Akron Public Schools 

     

    9:30 a.m.
    Break

     

    9:45 a.m. 
    Tying It All Together: Budgeting, Forecast & Closing Calendar Year
    (CPIM Pending)
    Todd Puster, Orange City Schools; Randy Drewyor, Huron City Schools

     

    10:45 a.m. 
    Break

     

    11:00 a.m. 
    Special Education, Catastrophic Costs & Excess Costs
    (CPIM Pending)
    George Anagnostou, Strongsville City Schools; Kyle Kiffer, Strongsville City Schools

     

    12:00 p.m. 
    Lunch

     

    12:45 p.m. 
    Health Insurance & Benefits
    (CPIM Pending)
    Todd Puster, Orange City Schools
    Cyndie Schepis, Gallagher Insurance & Risk Management 
     

     

    1:45 p.m. 
    Break

     

    2:00 p.m.
    Negotiations 

    Randy Drewyor, Huron City Schools
    Kris Blind, London City Schools 

     

    2:45 p.m.
    Board Meetings 

    Daniel L. Wilson, Mentor Exempted Village Schools (Past President, OASBO) 

     

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

     

  • Essentials of Human Resources 2021-2022

    Contains 1 Component(s) Includes a Live Web Event on 11/03/2021 at 8:00 AM (EDT)

    A course in human resources for all types of school business officials, including business managers/business operations professionals, food service supervisors/directors, transportation supervisors/directors, and treasurers/CFOs. The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, and separation from employment.

    Date: 11/3-4/2021

    Location: Online

    Fee: $220 (Member) / $440 (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.

    To receive a hard copy of the manuals, please register by October 20. If you register after that date you will receive digital copies.

     

    A course in human resources for all types of school business officials, including business managers/business operations professionals, food service supervisors/directors, transportation supervisors/directors, and treasurers/CFOs. The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, and separation from employment.

     

    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. 
    Hiring Basics: Recruiting Methods, Job Descriptions, and Application Forms
     
    9:00 a.m.
    Break

    9:15 a.m.    
    Hiring Basics: Interviewing, Reference Checks, Offer of Employment

    10:15 a.m. 
    Break

    10:30 a.m.  
    Compensation and Employment Laws: Civil Service, Types of Employment Contracts, Bargaining v. Non-Bargaining Unit, Overview of Negotiations

    11:30 a.m. 
    Lunch

    12:15 p.m.
    Compensation and Employment Laws: Teacher Compensation and Salary Schedules

    1:00 p.m. 
    Break

    1:15 p.m. 
    Compensation and Employment Laws: Employment Contracts/Board Agendas-What Should Be On Them, Personnel Files, and Records Retention

    2:45 p.m. 
    Break

    3:00 p.m.    
    Employment Laws and Leave Provisions

    4:30 p.m. 
    Adjourn

    Day 2

    8:00 a.m.  
    Evaluation Training, Performance Evaluation Criteria, Effective Conveyance, and Evaluation Requirements

    9:15 a.m.
    Break

    9:25 a.m.
    Compensation Systems/Merit Pay

    9:55 a.m.
    Break

    10:05 a.m.
    Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation

    11:20 a.m.
    Lunch

    12:00 p.m.
    Separation from Employment

    1:30 p.m.
    Break

    1:40 p.m. 
    Workers Compensation & Unemployment

    2:25 p.m.
    Break

    2:35
    403(b), 457 Plans, HSA’s, Section 125, and Voluntary Benefits

    3:30
    Break

    3:40 p.m.
    Employee Benefits

    4:30 p.m. 
    Evaluations & Adjourn

     

  • Treasurers Fall Hot Topics 2021-2022

    Contains 7 Component(s), Includes Credits Includes Multiple Live Events. The next is on 10/27/2021 at 8:30 AM (EDT)

    This workshop is a virtual online event. This seminar covers the most important topics facing school officials right now in the area of technology, cyber-security, risk management and capital planning.

    Date: 10/27/2021

    Location: Online

    Fee: $200 (Non-Member) / $100 (Member) The seminar will be 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 covers the most important topics facing school officials right now in the area of technology, cyber-security, risk management and capital planning.

     

    AGENDA

     

    8:30 a.m.
    Welcome and Introductions

     

    8:45 a.m.
    Assessing the District’s Technology Investment  (CPIM Pending)
    Dan Hairston, DataServ/ShareOhio

     
     
    9:45 a.m.
    Break

     

    10:00 a.m.
    Data Integrity for Accounts Payable/Payroll
    Taylor Forthofer, Bonefish Systems

     

    11:00 a.m.
    Break

     

    11:15 a.m.
    Cyber-Security from a Banking & Credit Card Perspective

     

    12:15 p.m.
    Lunch

     

    1:00 p.m.
    Capital Planning relating to Technology Infrastructure, Software, Hardware, etc. (CPIM Pending)

     

    2:00 p.m.
    Break

      

    2:15 p.m.
    Protecting District Assets through Cyber Insurance (CPIM Pending)
    Alexis Spoon, Gallagher Risk Management   
         

                                                                                      

    3:15 p.m. 
    Wrap-Up and Q&A

     

    Dan Hairston

    Senior Account Executive, DataServ

    Dan Hairston is a graduate of Devry University and a co-founder of DataServ Integrations, LLC in Westlake, OH. For over 34 years, Dan has worked closely with K12 school districts, ITC's, and Educational Associations by providing expertise in unique cutting-edge IT solutions and services that improve efficiencies in a digital environment. As a Senior Account Executive with DataServ, he holds numerous Cisco certifications and presents at conferences throughout the state of Ohio on the importance of reliable and secure networks in the K12 environment.

    Taylor Forthofer

    Director Marketing & Client Services, Bonefish Systems

    Alexis Spoon

    Area Assistant Vice President, Gallagher Risk Management & Consulting

    Alexis is an Area Assistant Vice President at Arthur J. Gallagher Risk Management Services, Inc. Alexis focuses on working with public entities and nonprofit organizations to help them evaluate their property and casualty insurance programs. Through use of Gallagher’s CORE360 program, Alexis drives down buyers total cost of risk and evaluates all aspects of their insurance program.

      In addition to public entities and nonprofit organizations, Alexis specializes in scholastic risk and works in pooling to help organizations maximize their coverage while driving down costs.

  • Leadership Webinar Series FY22: Becoming an Expert in Strategic Abandonment

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/26/2021 at 10:00 AM (EDT)

    Every educational leader is bombarded with demands on their time and energy. Each leader I talk with says they have way more to do, than they can ever hope to get done. Join us to learn powerful mindsets and tools when it comes to managing your time and passion as a leader.

    Date: 10/26/2021 at 10:00 a.m.

    Cost: Free

    Every educational leader is bombarded with demands on their time and energy. Each leader I talk with says they have way more to do, than they can ever hope to get done. Join us to learn powerful mindsets and tools when it comes to managing your time and passion as a leader.

     

    Complimentary Leadership Archetype Assessment and 30 Minutes of Free Executive Coaching

    Professional members have benefits designed to help them continue growing as leaders in their districts and the profession. In addition to the free, monthly Leadership Webinars. Don't forget to take advantage of these exclusive leadership development opportunities:

    • 30 minutes of complimentary executive coaching per year - The 30 minutes can be used for any career coaching topic you'd like including, but not limited, to reviewing leadership archetypes assessment, career coaching, job search coaching, and much more. The topic of the coaching is to be worked out between the member and executive coach, Leander Rabe.
    • One complimentary leadership archetypes assessment - Learn more about yourself and your leadership style, on us!

    To take advantage of these benefits, click here.

    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.

  • Payroll & Benefits Seminar for Support Staff 2021-2022

    Contains 7 Component(s), Includes Credits Includes Multiple Live Events. The next is on 10/07/2021 at 8:25 AM (EDT)

    This seminar is designed to ensure financial staff performing duties associated with payroll and benefits are up to date on reporting and compliance requirements as well as understand health insurance trends, software upgrades, and legal and compliance issues.

    Date: 10/07/2021

    Location: Online

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

     

    This seminar is designed to ensure financial staff performing duties associated with payroll and benefits are up to date on reporting and compliance requirements as well as understand health insurance trends, software upgrades, and legal and compliance issues.

    ** Note that a virtual option is available for both Accounts Payable and Payroll, but only for the Central Region dates. If you live in another region but would like to attend these workshops virtually, please register for the Central Region workshop, and select the virtual option.

    Agenda

    8:25 a.m.
    Welcome and Introductions

    8:30 a.m.
    STRS/SERS Update
    Patty Gordon, Employer Education Coordinator, and Todd Wolford, Employer Education Coordinator, State Teachers Retirement System (STRS)
    Carlisa Holman, Supervisor - Employer Outreach, School Employees Retirement System (SERS)

    9:30 a.m.
    Break

    9:45 a.m.
    Janus Rule
    Dane Gaschen and Jason Stuckey, Bricker and Eckler

    10:45 a.m.
    Break

    11:00 a.m.
    403b and 457 Updates
    Justin Rollins, USOMNI/TSACG Compliance Services

    12:00 p.m.
    Lunch

    12:45 p.m.
    Possible Solutions for Processing Timesheets and Leave
    Troy Stein, SC Strategic Solutions

    1:45 p.m.
    Break

    2:00 p.m.
    HSA’s and Section 125 Plans
    Lisa Stevens, American Fidelity

    3:00 p.m.
    Conclusion and Q&A


     


     

    Patty Gordon

    Employer Education Coordinator, STRS

    Patty Gordon is an Employer Education Sr. Coordinator with State Teachers Retirement System (STRS) of Ohio.  She’s been employed with STRS for 10 years, with eight of those years in Employer Education.  Prior to working for STRS, Patty was in Human Resources and Payroll.  She earned her bachelor’s degree in Business from The Ohio State University.  Growing up in Ohio, she has been a lifelong Buckeye fan.  She enjoys travelling with her husband and 2 daughters, gardening, baking and listening to music. 

    Todd Wolford

    Employer Education Coordinator, STRS

    Todd Wolford is an Employer Education Coordinator with STRS Ohio, where he develops and hosts training opportunities to assist STRS Ohio employers in all aspects of employer reporting.

    Todd has worked with STRS Ohio for over 12 years and prior to his current position Todd was a Retirement Reporting Specialist and a Sr Reporting Coordinator where he became an expert in annual reporting, retirement reporting, and payroll reporting.

    In his free-time Todd enjoys coaching youth sports in the Columbus area and spending time with his family. 

    Carlisa Holman

    Supervisor-Employer Outreach, SERS

    Carlisa Holman is the Supervisor of Employer Outreach at School Employees Retirement System of Ohio (SERS). She supervises the development of communications and education programs for Employers.  She has worked 19 years at SERS, prior to joining the Employer Services Department five years ago, Carlisa worked in the Member Services Department where she provided retirement education for the members and retirees. 

    Dane Gaschen

    Partner, Bricker & Eckler LLP

    Dane Gaschen is a partner in Bricker & Eckler's Education group and practices both K-12 and higher education, as well as developmental disabilities law. His practice emphasizes the representation of educational entities on issues regarding employment law, collective bargaining, contract interpretation, labor relations, grievance arbitration, unfair labor practice charges, employment discrimination, litigation, and student rights and discipline.

    Jason Stuckey

    Associate, Bricker & Eckler

    Jason Stuckey advises a multitude of public sector clients with a focus on school districts and higher education institutions. He advises clients on compliance with a wide array of issues including but not limited to federal and state labor and employment issues, employee disciplinary concerns, contract issues, licensure issues, FERPA issues, ethics issues, the Ohio Open Meetings Act, student-related disciplinary matters, residency and custody disputes, public records requests, FERPA, and the drafting and implementation of policies. Jason also has extensive experience representing clients in collective bargaining negotiations, labor arbitrations, and employee grievances. He has also represented clients before the Ohio Civil Rights Commission, state and federal courts; including the Court of Appeals. Jason has also advised higher education clients on Title IX and NCAA compliance issues.

    Justin Rollins

    Senior Plan Consultant, TSA Consulting Group

    Mr. Rollins joined TSA Consulting Group in 2009.  As a Program Consultant he is responsible for various aspects of plan administration, including client and provider relations, plan document development and maintenance, and comprehensive plan evaluation.  His prior employment includes work in the life and health insurance industry. Mr. Rollins completed his education in 2008, earning a Bachelor of Science degree in General Studies at Valdosta State University.


    Troy Stein

    Professional Services Manager, SC Strategic Solutions

    Troy Stein has been employed at SC Strategic Solutions since 2008.  Troy currently works with over 500 Ohio School Districts, Career Centers, and Educational Services Centers as an expert in records retention and business process management.  With a focus towards improving paper based processes, Troy has helped countless school districts migrate from paper documents to electronic records.  Using SCView (a web-based software application), Troy has helped build custom electronic forms and workflows for schools and helped them streamline processes to be more efficient.  Additionally, Troy has worked with countless offices throughout the state to build custom integrations with third party products to better improve process management and record-keeping. 

    Lisa Stevens

    Account Development Coordinator, American Fidelity

    Lisa Stevens serves as an Account Development Coordinator at American Fidelity. She brings more than a decade of experience serving solely the education community.

    In her role, Lisa works closely with school districts in Ohio and Michigan to help develop employee benefit plans that meet their needs. She often speaks to associations, business managers, and superintendents on topics such as Section 125 Plan Compliance, Patient Protection and Affordable Care Act, High Deductible Plans, HSAs and Public Student Loan Forgiveness.

    Lisa is licensed in Life and Health and has her Series 6 and 63 licenses. She is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier. Lisa was recently named the Account Development Coordinator of the year for American Fidelity.

  • Accounts Payable and Purchasing 2021-2022

    Contains 8 Component(s), Includes Credits Includes Multiple Live Events. The next is on 10/06/2021 at 8:30 AM (EDT)

    In-person and virtual options. This seminar is designed to ensure financial staff performing duties associated with accounts payable and purchasing are up to date on reporting and compliance requirements as well as understand software upgrades, and legal and compliance issues.

    Date: 10/06/2021

    Location: Online

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

    This seminar is designed to ensure financial staff performing duties associated with accounts payable and purchasing are up to date on reporting and compliance requirements as well as understand software upgrades, and legal and compliance issues.


    AGENDA

    8:30 a.m.
    Welcome and introductions

    8:45 a.m.
    ESSER II and III
    Karen Auble, Office of Federal Programs, Ohio Department of Education

    9:30 a.m.
    Auditor of State Update
    Updates on AOS Bulletins, transfers, and advances, federal COVID update, student activities best practices
    Melissa Kandel, Auditor of State Office

    10:30 a.m.
    Break

    10:45 a.m.
    Roundtable Discussion
    Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools
    Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

    11:45 a.m.
    Lunch

    12:30 p.m.
    Document Digitization, Records Retention, Public Records (top 10 records for AP)
    Amy Gioffredo, CFO/Treasurer, Amherst Exempted Village Schools

    1:30 p.m.
    Best Practices for Cyber Security
    Fraudulent unemployment claims, utilizing fresh W9 info, email protocols, dual authentication, locking down access times, and special equipment
    Shawn Richardson, Rea & Associates, inc.

    2:15 p.m.
    Alternative Payment Options
    Bethany Suchy and Jennifer James, PNC Bank

    3:15 p.m.
    Conclusion and Q&A


    Karen Auble

    Assistant Director, Office of Federal Programs, Ohio Department of Education

    Karen Auble is in her fifth year with the Ohio Department of Education’s Office of Federal Programs, where she currently serves as Assistant Director, proving management and support for COVID relief funding. Prior to becoming Assistant Director, she was a Program Specialist and State Coordinator for Title I, Part D. Karen’s experience includes two years as a Peace Corps volunteer in Botswana, Southern Africa, working with the Ministry of Local Government to improve coordination and capacity of local organizations in addressing HIV/AIDS. Karen holds a Master of Public Administration degree from the Maxwell School of Citizenship and Public Affairs at Syracuse University and Bachelor of Arts from The College of Wooster. 

    Melissa Kandel

    Senior Audit Manager, Ohio Auditor of State

    Melissa Kandel is a Senior Audit Manager with the Auditor of State’s financial audit group in the Central Region. The Financial Audit Group is responsible for conducting financial audits of all public entities as required by Ohio law. Melissa has overall responsibility for audits in Knox and Licking Counties.

    Melissa has been employed with the Auditor of State’s office since 2006. She is a graduate of Muskingum University where she earned a Bachelor of Arts Degree in Accounting and Business. She has been a Senior Audit Manager for four years. 

    Dawn Jacobs

    Treasurer/CFO, Van Buren Local Schools

    Jacobs had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November.

    Jacobs began her career in educational finance as assistant treasurer for Anthony Wayne Local Schools in 1993 and has worked in finance for a variety of Ohio school districts since, including the Lucas County Educational Service Center, Bucyrus City School District and Otsego Local School District.

    Jacobs earned a bachelor of science degree in business administration and a master’s of business administration from Heidelberg University. She also holds an Ohio School treasurer’s license from the Ohio Department of Education and a School Finance and Operations Certification through the Association of School Business Officials International.

    Amy Gioffredo

    Treasurer/CFO, Amherst Exempted Village Schools

    AmeliaGioffredo is the Treasurer/CFO in the Amherst Exempted Village SchoolDistrict. Amelia oversees the Treasurer's Office and is directlyresponsible for Amherst's financial operations.

    Before coming to Amherst, Amelia was the Treasurer/CFOof Fremont City Schools for over three years.  Previously, she served asAssistant Treasurer at Strongsville City Schools for five years.

    Amelia receivedher undergraduate degrees from Bowling Green State University, earning aBusiness degree in Accounting and Arts & Sciences degree in FashionMerchandising.  She is currently attending Baldwin Wallace University,working towards an MBA in Business Analytics. Amelia has been involved inOASBO, and has served on a number of committees, served as Chapter officerand committee chair.  

    Amelia is the proud mother of Joey and Ben, who are very activeteenagers who love the outdoors.  When not working, she is often takingthem to skate parks to ride scooters and trick bikes.

    Shawn Richardson

    Director of Cybersecurity Services, Rea & Associates, Inc

    Shawn Richardson is a principal at Rea & Associates as well as a retired U.S. Army Master Sergeant and former cyber security advisor to the Army Reserve Cyber Operations Group and the U.S. Cyber Command. With more than 25 years of information systems engineering and cybersecurity operations experience, he currently serves as a leader on the firm's cybersecurity and data protection services team. Shawn is committed to helping guide the small- to mid-sized businesses of America down the path of entrepreneurial freedom without the risk of compromise.

     

    Bethany Suchy

    Assistant Vice President, PNC

    Bethany Suchy is a Relationship Banker within the Ohio Public Finance group. In her role, she is responsible for managing the full-aspect of the banking relationships of her clients, including their treasury management, credit and investment needs. Bethany joined PNC in 2014, and has held various positions within Retail and Corporate Banking. Prior to joining the Public Finance Team in 2018, she held the position of a Senior Branch Manager within the Columbus Market. Bethany is a graduate of The University of Dayton, and she holds both the Municipal Securities Representative (Series 52) and Uniform Securities Agent (Series 63) licenses. 

    Jennifer James

    Senior Vice President /Treasury Management Officer – Public Finance , PNC Bank

    Jennifer James is a Senior Vice President and Public Finance Treasury Management Officer based in Columbus, Ohio.  In her current role, Jennifer provides a variety of account and treasury management solutions for government, higher education and non-profit sector organizations.  Jennifer has 20 years of banking experience, with prior roles in Operations, Finance, and Treasury Management.  Jennifer graduated from Franklin University with a Master’s Degree in Finance and from The Ohio State University with a Bachelor’s Degree in Business and Economics. Jennifer also holds an Associate Degree from Columbus State Community College.