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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.

     

  • OASBO 2021 Leadership Conference

    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

  • OASBO/OSBA Winter Finance Workshop 2021-2022

    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
    Mike Sobul, Forecast5 Analytics

    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. 

    Mike Sobul

    Consultant, Forecast5 Analytics, and Retired Treasurer

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

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

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

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

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

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

    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.

  • EMIS and School Funding 2021-2022

    Contains 7 Component(s), Includes Credits Includes Multiple Live Events. The next is on 12/02/2021 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: 12/02/2021

    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

     

    Agenda

    8:45 a.m.
    Registration and Introductions

    8:50 a.m.
    Budget Impacts FY22 - ODE Finance

    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 the Teacher Licensure Course Status Report

    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

  • Essentials of Financial Management & Administration 2021-2022

    Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is 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

    Day 1
    8:30 a.m.
    Class Instructions and Introductions

    8:35 a.m.
    Role of the CFO/Treasurer/Establishment of the Treasurer


    10:20 a.m. 
    Break

    10:30 a.m.
    Negotiations - Preparing for the Negotiating Table

    11:30 a.m. 
    Lunch

    12:30 p.m.
    Negotiations - Process & Communication

    1:30 p.m.
    Break

    1:40 p.m.
    Governing Laws, Regulations, and Policies

    2:40 p.m.
    Break

    2:50 p.m.
    Governing Laws, Regulations and Policies, continued

    3:50 p.m.
    Adjournment

     

    Day 2

    8:00 a.m.
    Ethics 


    9:00 a.m.
    Break

    9:10 a.m.
    Student Activity Programs 

    10:10 a.m. 
    Break

    10:20 a.m. 
    Booster/Support Organizations

    11:05 a.m. 
    Break

    11:15 a.m.
    Fund Accounting & USAS Coding  

    12:15 p.m.
    Lunch

    1:05 p.m.
    Purchasing 

    2:05 p.m.
    Break

    2:15 p.m.
    Investment Basics 

    3:15 p.m.
    Evaluations and Adjourn

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

    Contains 9 Component(s), Includes Credits Includes Multiple Live Events. The next is 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 Solutions

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

    10:15 a.m.
    Break

    10:30 a.m.
    Tying It All Together: Budgeting, Forecast & Closing Calendar Year (CPIM Pending)
    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 Pending)
    Kyle Kiffer, Streetsboro City Schools

    1:15 p.m.
    Health Insurance & Benefits (CPIM Pending)
    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.

  • Essentials of Human Resources 2021-2022

    Contains 15 Component(s), Includes Credits Includes Multiple Live Events. The next is 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

    Sara Katz, Walter Haverfield LLP

     
    9:00 a.m.
    Break


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

    Sara Katz, Walter Haverfield LLP

    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

    Kate Davis, Bricker & Eckler LLP

    11:30 a.m. 
    Lunch

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

    Kate Davis, Bricker & Eckler LLP

    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

    Jason Stuckey, Bricker & Eckler LLP

    2:45 p.m. 
    Break

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

    Brad Bennett, Bricker & Eckler LLP

    4:30 p.m. 
    Adjourn

    Day 2

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

    Kate Davis, Bricker & Eckler LLP

    9:15 a.m.
    Break

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

    Jason Stuckey, Bricker & Eckler LLP

    9:55 a.m.
    Break


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

    Brad Bennett, Bricker & Eckler LLP

    11:20 a.m.
    Lunch

    12:00 p.m.
    Separation from Employment

    Aaron Rothey, Bricker & Eckler LLP

    1:30 p.m.
    Break

    1:40 p.m. 
    Workers Compensation & Unemployment

    Tony Sharrock, Sedgwick
    Roger Baker, Sedgwick

    2:25 p.m.
    Break

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

    Terry Harrell, VOYA Financial
    Lisa Stevens, American Fidelity

    3:30
    Break

    3:40 p.m.
    Employee Benefits

    Cyndie Schepis, Gallagher Benefit Services

    4:30 p.m. 
    Evaluations & Adjourn

     

    Sara Katz

    Sara brings more than a decade of legal experience to the Walter | Haverfield Education Law Group. Previously, Sara served as assistant legal counsel at the Ohio Department of Education (ODE) where she advised ODE staff on education law matters, worked closely with the Ohio Attorney General’s office on litigation, ensured compliance with state and federal law, drafted education-related rules to implement in the Ohio Revised Code and facilitated administrative hearings with ODE. Prior to her time at ODE, Sara founded her own multi-state general practice law office where she represented hundreds of clients on a broad range of litigation and transactional cases.

    Kate Davis

    Senior Attorney, Bricker & Eckler

    Kate Davis is a member of Bricker & Eckler's Education group and practices in the firm's Dayton office. She counsels public sector clients on a variety of issues with a particular emphasis on labor and employment matters, including collective bargaining, grievance arbitration and representing employers before the State Employment Relations Board. She also partners with school districts and higher education institutions on a variety of issues, including administration of policies, public records issues, student affairs, constitutional issues, real property tax valuation and exemption laws and compliance with federal laws. Kate regularly advises clients regarding employment and labor-related matters involving Title VII, FMLA, ADEA, ADA, FLSA and R.C. Section 4112 issues, and frequently assists clients with policy revision and training.

    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.

    Brad Bennett

    Of Counsel, Bricker & Eckler

    Brad Bennett is an employment and labor attorney who works with public sector employers, including school districts, townships, municipalities, county agencies and boards of developmental disabilities. Experienced in state and federal employment and labor compliance, he counsels and represents public clients in all aspects of labor law, including negotiation and administration of collective bargaining agreements, grievances, mediations and arbitrations. Additionally, he comprehensively represents employers in employment litigation in both federal and state courts and defends employers before various administrative agencies, including the EEOC,OCRC, SERB and the SPBR. Brad also drafts, revises and reviews employee handbooks, policies and job descriptions, as well as conducts internal investigations and in-house training.

    Aaron Rothey

    Associate, Bricker & Eckler

    A former high school English teacher, Aaron Rothey is an education attorney with firsthand experience in Ohio's public school system.

    Prior to finishing law school at The Ohio State University, he earned a Master’s of Education degree from Ohio State’s College of Education and Human Ecology, as well as a Bachelor’s degree in English with honors from Ohio State. In law school, Aaron was a Moritz Merit Scholar, the executive note editor for the Ohio State Law Journal, and an active participant in the Moot Court Program.

    Tony Sharrock

    Director - Manager, Client Services, Sedgwick

    Tony joined CompManagement in 2009 and has over 25 years of Insurance experience, primarily with Workers’ Compensation. Tony consults with both public and private state funded employers and works closely with several prominent employer associations, including OASBO and OSBA. He has experience in underwriting, alternative rating programs, data analytics, and program management. Tony is a frequent speaker at a variety of association events, and is currently a member of the Ohio Safety Congress Committee for Public Schools.

    Roger Baker

    Team Lead/Unemployment Compensation, Sedgwick

    Since1994 Roger has been perfecting best practices in unemployment costcontrol.  His extensive training and experience have positioned him toeffectively manage all aspects of unemployment, in all U.S. states and variousterritories.  He is a frequent facilitator for unemployment, often leadinginstructional engagements on unemployment cost control strategies foremployers.  Currently he is a member of the World Speakers Association,the American Professional Speakers Association, the Ohio Speakers Association,and the International Association of Workforce Professionals.

    Terry Harrell

    Regional Vice President, Voya Financial Advisors

    Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

    Lisa Stevens

    Account Development Executive, American Fidelity

    Lisa Stevens serves as an Account Development Executive 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. 

    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.

  • 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
    Timothy Jenkins, Treasury Management Product Advisor, PNC
    Bethany Suchy, Assistant Vice President, PNC

     

    12:15 p.m.
    Lunch

     

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

     

    2:00 p.m.
    Break

      

    2:15 p.m.
    Protecting District Assets through Cyber Insurance (CPIM Pending)
    Alexis Spoon and Dave Tardif, 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

    Taylor Forthoferis the Director of Marketing and Client Services at Bonefish Systems. Taylorjoined Bonefish as the company's first employee in 2013 and has advanced into hercurrent role as key member of the Bonefish leadership team. Taylor has beeninstrumental in driving growth with her energy and creativity. Her leadershipin both client services and marketing have played a huge role in the growth ofBonefish Systems and the capabilities provided to clients across the state. Inaddition to Taylor’s primary job functions, she has been recognized by othersfor her extraordinary commitment to learning. Taylor holds a bachelor degree inBusiness Marketing from Ohio University and currently resides in Avon, Ohiowith her husband and two children.  

    Timothy Jenkins

    Treasury Management Product Advisor, PNC Bank

    Tim Jenkins joined the PNC Financial Services Group in 2008 as a Card Services Account Development Specialist with the Treasury Management division. In this role, Tim utilized his technical and consulting background to assist large and strategic clients with expansion and growth of their virtual AP-card programs. 

    Currently as a Product Advisor in PNC’s Treasury Solutions Group, Tim applies his card services experience to assist clients in complex tailored card-based solutions, offers best practice recommendations to help clients optimize their processes, as well as represents PNC Card Services at both industry and bank events.
    Tim received his Lean Six Sigma Certification and is an Accredited Procure-to-Pay Solution Consultant (APPSC). Tim graduated from Ohio University with a BBA, Computer Systems in Business. He is based in Pittsburgh, PA.

    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.

    David Tardif

    Area Vice President, Gallagher Risk Management & Consulting

    Dave Tardif is an executive liability specialist with experience delivering risk management consulting and insurance placement services to associations, public sector, private and not-for-profit companies in all industries. He has significant experience with developing association insurance programs and provides specialization and program design expertise to risk management.

  • 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.

     

    Interested in More Leadership Training? OASBO Also Offers Complimentary Leadership Archetype Assessments & 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.