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  • Contains 2 Component(s), Includes Credits Includes a Live In-Person Event on 09/22/2022 at 11:30 AM (EDT)

    Join us September 22-23 for our annual Leadership Conference to learn how your leadership is uniquely shaped, and how to lead others better using these powerful tools.

    Date: 09.22 - 23.2022

    Location: Hilton Downtown Columbus, 401 N High St. Columbus, OH 43215

    Educational Credits: 11.5 (Contact Hours)

    Cost: $200 Member / $400 Non-member

    Hotel block: $189 plus tax. Click here to reserve a room with the special rate. The deadline for the hotel block is Sept. 1.

     

    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 Sept. 22-23 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 featuring Dr. Melissa Krum, Jones Loflin, Katlin Hall, and Eagle's Flight.

    This conference is in-person, with no virtual option. 

     

    AGENDA

    Thursday, Sept. 22

    9 a.m.
    Registration and Coffee

    9:30 a.m.
    Critical Reflection with Peers
    Dr. Melissa Crum
    This workshop uses artworks to explore how we think about people who we see as different from us in order to come to terms with our perceptions and possible misconceptions. Participants learn that forgiveness is a key component of critical reflection with peers, are offered tools to explore the complexity of identity, and make connections to how people experience belonging in a system, institution, or community.

    11:30 a.m.
    Lunch

    12:30 p.m.
    Say Hello To A Whole New Way To Communicate -- How To Talk Your Way To Better Results In Today’s World
    Jones Loflin
    Key Learning Objectives: At the end of this presentation, participants will be able to:

    • Identify the impact biases have on their communication with others
    • Understand the 3 levels of listening and their influence on relationships
    • How to use “bridging language” to better connect with others in difficult conversations
    • Create a consistent plan for communicating with team members that enhances trust
    • Choosing the right technology solution when you want to be most effective in the delivery of your thoughts
    • Use questions that illicit the most helpful responses from team members
    • Follow a “positive accountability” model when addressing problems with team members

    5 p.m.
    Improvisation to Improve Leadership Skills and build a Yes, And mindset
    Katlin Hall
    Key Learning Objectives: At the end of this presentation, participants will be able to:

    • Understand the importance of asking clarifying questions, checking in with others, and creating a space to do so
    • How to effectively brainstorm and think creatively about problems
    • Create a culture of continuous collaboration
    • Foster a ‘Yes, And’ mindset and how to apply the principles of ‘Yes, And’ into everyday actions
    • Looking to others for help, even as a leader builds trust in teams
     
    6:30 p.m.
    Reception
    Heavy hors d’oeuvres

    7:30 p.m.
    Dinner on your own
    Enjoy Downtown Columbus

     
    Friday, Sept. 23
     
    7:30 a.m.
    Breakfast
     
    8 a.m.
    “Windjammer with Crew Expectations”
    Eagle’s Flight

    Key Learning Objectives: At the end of this presentation, participants will be able to:
    • The ability to change tactics quickly allows you to make optimal use of available resources
    • Understanding required roles and resources is crucial to success
    • Success means delivering financial and relational results
    • When faced with obstacles, take the opportunity to stop, refocus and move forward


    12 p.m.
    Adjournment/Lunch

     

    Katlin Hall

    President

    Katlin Hall: Champion of learning & development, improvisation, and behavioral science. Her positive energy has helped bring to life training for The Cleveland Cavaliers, The Brooklyn Nets, Howard Hanna, Paylocity, and Nike. 
    After graduating from Miami University’s business school, she embarked upon Corporate America selling Challenger at CEB now Gartner. Katlin then joined the famous comedy theater, The Second City Chicago. Here she was a frontier in bringing the principles of improv to corporate America. 
    Katlin’s currently the founder of improv2grow, a corporate training company which marries her background in Challenger, improvisation, and behavioral science. Her experimental, improvisation-based workshops have been delivered to over 200 audiences, in 7 states, leaving over 10,000 people with improvisation skills to improve communication, leadership, and employee engagement. 
    People are tired of being informed. Let’s excite, amuse, and maybe even wow them! 

    Jones Loflin

    Speaker

    Jones Loflin has made it his life’s work to deliver powerful ideas and practical solutions to individuals around the world so they can achieve more of what is most important to them. His books are described as “illuminating” and his presentations as “unforgettable.” In his 28 years as a speaker and coach he has helped countless people regain confidence in their ability to achieve greater success in work and life.

    Jones’ “3P Approach” of Powerful Ideas connected to Practical Solutions delivered with a Personal Approach has attracted the attention of organizations around the world. His client list includes Federal Express, Wal-Mart, Choice Hotels, Toyota, Bridgestone, and Tractor Supply as well as the United States military.

    Looking for ways to expand the reach of his message, Jones chose to become an author. His book, Always Growing, is a fresh approach to leadership and offers powerfully practical strategies for individuals who have been leading for two days or two decades. Juggling Elephants is a witty and profound parable about one man’s search for solutions for the struggle of too much do. The book is available in the US and over 14 countries. He is also the author of Getting The Blue Ribbon, a unique story offering simple strategies to get better results in your work and life. Getting to It is considered a field guide to accomplishing what is most important.

    Jones has also expanded his reach with Jones U, offering online courses and coaching plans for those who want their learning to be self-paced.

    Prior to becoming an internationally-recognized speaker, Jones was an educator. His past work also includes serving as the "Trainer of Trainers" for the best-selling book, Who Moved My Cheese? Jones holds a BS and M.Ed. from North Carolina State University. He is a member of the National Speaker’s Association as well as the Association for Talent Development.

    Jones believes the key to success is being passionate about certain things in life, including family, spiritual beliefs, career and relationships. His favorite quote is by Zig Ziglar: “Go as far as you can see by faith, and when you get there you can see farther.”

    When not working with some amazing individuals and organizations seeking better results, Jones resides in North Carolina with his wonderful wife Lisa and their two perfect daughters.

    Dr. Melissa Crum

    Equity and Diversity Practitioner

    Dr. Melissa Crum is an artist, author, researcher, and founder of the consulting company, Mosaic Education Network, LLC. Mosaic infuses the arts, research, storytelling, and critical thinking into professional development, community building, and curriculum development.

    Dr. Crum has facilitated training sessions across the U.S., creating a non-judgmental and refreshingly honest look at privileges and privately held beliefs. Her workshops focus on workplace culture development, equipping educators, leadership, staff, and board members with the skills to implement inclusive and equitable practices.

    By creating a brave space, Dr. Crum’s workshops allow organizations to critically investigate policies, workplace and learning culture, and relationship dynamics. Together, she empowers teams to positively dismantle systemic patterns, build authentic communication, and instigate radical growth organization- wide. 

  • Contains 6 Component(s) Includes Multiple Live Events. The next is on 07/25/2022 at 8:00 AM (EDT)

    A course in leadership for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of characteristics of leadership and the role of the treasurer/CFO; school district management – relationship with the board of education and superintendent; district's strategic plan; management and development of staff; and advocacy and the legislative process.

    Date: 07.25.2022
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member: $100 | Non-Member: $200 

    A course in leadership for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of characteristics of leadership and the role of the treasurer/CFO; school district management – relationship with the board of education and superintendent; district's strategic plan; management and development of staff; and advocacy and the legislative process.



    In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

    If you are also interested in college credit for this course, register with Ashland and 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
    8:20 a.m.
    Class Instruction and Introductions

    8:30 - 9:30 a.m.
    Module 1: Characteristics of Leadership and the Role of the CFO/Treasurer
    Ryan Pendleton, Treasurer/CFO, Akron Public Schools
    Randy Drewyor, Treasurer/CFO, Perrysburg Exempted Village Schools  

    9:30 a.m. 
    Break

    9:45 - 10:45 a.m.
    Module 2: School District Management – Relationship with the Board of Education and Superintendent 
    Maria Rellinger, Treasurer/CFO, Apollo Career Center
    Eric Soltis, Assistant Treasurer, Cleveland Heights-University Heights City Schools

    10:45 a.m. 
    Break

    11 a.m. - 12 p.m.
    Module 3: The District's Strategic Plan - Roles and Responsibilities of the CFO/Treasurer
    Jenni Logan, Treasurer/ CFO, Lakota Local Schools
    Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

        
    12 p.m. 
    Lunch

    12:30 - 1:30 p.m.
    Module 4: The CFO/Treasurer's Office - Management and Development of Staff
    Kristine Blind, Treasurer/CFO, London City Schools
    Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools
    Cooper Martin, Treasurer, Richmond Heights Local Schools

    1:30 p.m.
    Break

    1:45 - 2:45 p.m.
    Module 5: Advocacy and the Legislative Process
    Katie Johnson, Deputy Executive Director, OASBO

    2:45 p.m
    Wrap-up

    3:00 p.m. 
    Adjourn


    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. 

    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.

    Maria Rellinger

    Treasurer/CFO, Apollo Career Technical Center

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

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

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

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

    Eric Soltis

    Assistant Treasurer, Cleveland Heights-University Heights City SD

    Eric Soltis has been the Assistant Treasurer at Cleveland Heights-University Heights City School District since August of 2019, a position where he helps oversee a budget of over $100 million.  He takes great pride in properly handling the day-to-day financial operations of an organization as a public service to taxpayers.  Prior to his current position, Eric served as Treasurer/CFO at Xenia Community Schools and Treasurer/CFO at Pike-Delta-York Local School District.

    Eric has been a member of OASBO since 2012 and has volunteered in a number of capacities throughout the years, including serving on committees, presenting, writing articles, and developing curriculum.

    He earned a Bachelor of Science degree in Technology and an MBA, both from Bowling Green State University.

    Jenni Logan

    Treasurer/CFO, Lakota Local School District

    Jenni Logan is the Treasurer/CFO of the Lakota Local School District in Butler County.  She has held this position since January of 2011.  Prior to that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

    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.

    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.

    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.

    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 15 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/21/2022 at 8:00 AM (EDT)

    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or all types of business officials seeking to better understand the role of HR. The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, and separation from employment.

    Date: 07.21-22.2022
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member $200 | Non-Member $400 

    A course in human resources for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or all types of business officials seeking to better understand the role of HR.  The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, and separation from employment.

    In person attendees will receive a hard copy of the manuals, virtual attendees will receive digital copies. 

    If you are also interested in college credit for this course, click here to register with Ashland and 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. 
    Module 1: Hiring Basics
    Recruiting Methods, Job Descriptions, and Application Forms
     
    9:00 a.m.
    Break
     
    9:15 a.m.    
    Module 1: Hiring Basics
    Interviewing, Reference Checks, Offer of Employment
     
    10:15 a.m. 
    Break
     
    10:30 a.m.  
    Module 2: 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.
    Module 2: Compensation and Employment Laws
    Teacher Compensation and Salary Schedules
     
    1:00 p.m. 
    Break
     
    1:15 p.m. 
    Module 2: 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.    
    Module 3: Employment Laws and Leave Provisions
     
    4:30 p.m. 
    Adjourn
     
     
    Day 2
     
    8:00 a.m.  
    Module 4: Evaluation Training, Performance Evaluation Criteria, Effective Conveyance, and Evaluation Requirements
     
    9:15 a.m.
    Break
     
    9:25 a.m.
    Module 4: Compensation Systems/Merit Pay 
     
    9:55 a.m.
    Break
     
    10:05  a.m.
    Module 5: Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation
     
    11:20 a.m. 
    Lunch
     
    12:00 p.m.
    Module 5: Separation from Employment
     
    1:30 p.m.
    Break
     
    1:40 p.m. 
    Module 6: Workers Compensation & Unemployment
     
    2:25 p.m.
    Break
     
    2:35 p.m.
    Module 6: 403(b), 457 Plans, HSA’s, Section 125 and Voluntary Benefits
     
    3:30 
    Break
     
    3:40 p.m.
    Module 6: Employee Benefits
     
    4:30 p.m. 
    Evaluations and Adjourn
     

    Megan Greulich

    Associate, Walter Haverfield

    Megan is an associate with Walter | Haverfield in the Education and Labor & Employment groups. She focuses her practice on providing general counsel to school districts in board governance, personnel, and student matters, including discipline, records, board policies and procedures, collective bargaining agreements, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review and negotiation.

    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.

    Tony Sharrock

    Director, Client Services, Sedgwick

    Tony began his Ohio workers’ compensation career in 1997 managing a small but mighty Business Services team of colleagues.  He joined CompManagement, now Sedgwick, in 2009 as a Senior Analyst in their Rates and Underwriting Department.  In 2011 he transitioned to Client Services where he had oversight responsibilities of the Ohio SchoolComp Program, and he currently serves as Director of Client Services with oversight responsibilities of many prominent workers’ compensation programs in both the private and public sectors.

    Roger Baker

    Manager, Unemployment Insurance, Sedgwick

    Since1994 Roger has been perfecting best practices in unemployment costcontrol.  His extensive training and experience have positioned him to effectively manage all aspects of unemployment, in all U.S. states and variousterritories.  He is a frequent facilitator for unemployment, often leading instructional engagements on unemployment cost control strategies for employers.  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.

  • Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/19/2022 at 8:00 AM (EDT)

    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 International’s Meritorious Budget Award Program.

    Date: 07.19-20.2022
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member: $200 | Non-Member: $400

    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.

    In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

    If you are also interested in college credit for this course, click here to register with Ashland and 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.
    Module 1: Appropriations & Budgeting (CPIM Pending)
     
    9:15 a.m.
    Break
      
    9:30 a.m.    
    Module 2: Introduction to Forecasting
    Module 3: Enrollment Projections (CPIM Pending)
     
    10:30 a.m.
    Break
      
    10:45 a.m.
    Module 4.1: Forecasting Revenues
    Local Property and Income Taxes (CPIM Pending)
      
    12:00 p.m.     
    Lunch
     
    12:45 p.m.
    Module 4.2: Forecasting Revenue 
    Calculating & Projecting the Components of State Aid (CPIM Pending)
     
    2:00 p.m.         
    Break               
     
    2:15 p.m.
    Module 4.3: Revenue Forecast 
    Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.) (CPIM Pending)
     
    3:15 p.m.         
    Adjourn  
     
     
    Day 2
     
    8:30 a.m.    
    Module 5.1: Forecasting Expenditures 
    Salaries and Wages (CPIM Pending)

     
    Module 5.2: Forecasting Expenditures 
    Retirement and Insurance Benefits (CPIM Pending)

     
    10:00 a.m.
    Break
     
    10:15 a.m.
    Module 5.3: Forecasting Expenditures 
    Other Expenditures (CPIM Pending)

     
    11:00 a.m.       
    Break
     
    11:15 a.m.
    Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending)
     
    12:15 p.m.       
    Lunch
     
    1:00 p.m.
    Module 6: Cash Flow, Fiscal Caution, Watch and Emergency (CPIM Pending)

    2:00 p.m.
    Break
     
    2:15 p.m.
    Module 7: Analytics (CPIM Pending)

    3:15 p.m.        
    Course Review           

    3:30 p.m.         
    Adjourn           



  • Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/15/2022 at 8:30 AM (EDT)

    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: 07.15.2022 and 07.18.2022 (Friday/Monday)
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member $200 | Non-Member $400

    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.

    In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

    If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

    AGENDA
     
    Day 1 
     
    8:25 a.m.
    Class Instruction and Introductions
     
    8:30 a.m.
    Module 1-2: Local Taxation - Property Taxes and Millage Rates
    Property Values, Levies, Rates and Reduction Factors, Income Tax, and Debt Limitations
    Meghan Sullivan-Homsher, Consultant, Frontline Education 
     
    10:00 a.m.
    Break 
     
    10:10 a.m. 
    Module 3: Impacts on Local Tax Revenue 
    Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs, and Other Development Incentives
    Adam Seeley, Associate, Bricker & Eckler LLP 
     
    11:25 a.m.
    Lunch
     
    12:10 p.m. 
    Module 4-5: Debt Issuance 
    Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings
    Heather Vlasuk, Squire Patton Boggs
    Andrew Laskey, RBC Capital Markets
    Marvin Founds, Baker Tilly
     
    1:40 p.m.
    Break 
     
    1:50 p.m. 
    Module 6: State Funding 
    Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid
    Aaron Rausch, ODE
     
    2:50 p.m.
    Break
     
    3:00 p.m.
    Module 6: Equity and Adequacy - What’s it all about?
    Ryan Pendleton, CFO/Treasurer, Akron Public SD
     
    4:00 p.m. 
    Adjourn
     
     
    Day 2 
     
    8:30 a.m.
    Module 7: EMIS
    Why data counts, compiling, validating, reporting, certifying district data
    Penny Rucker, Treasurer/CFO, Beavercreek City Schools

    9:30 a.m.  
    Break
     
    9:40 a.m. 
    Module 8: Why Kids Count
    Tuition, Excess Costs, SF6, SF14, Catastrophic Costs, and More
    Debbie Caudle, Budget and School Funding, ODE
     
    10:25 a.m.
    Break
     
    10:35 a.m.
    Chapter 9: Grant Accounting & Management
    State/Federal Grants, Local Share, Supplant, Supplement, Maintenance of Effort, Indirect
    Costs, PCRs, FERs
    Brian Jones, Executive Director, Office of Grants Administration, ODE
     
    12:05 p.m. 
    Lunch
     
    12:50 p.m.  
    Module 10: Financial Reporting 
    Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency
    Jack Webb, Treasurer, Gallia County Local Schools
     
    1:50 p.m.
    Break
     
    2:00 p.m.
    Module 10: Annual Audits
    Jim Rader, Auditor State’s Office
     
    3:00 p.m.
    Evaluations and Adjourn

    Meghan Sullivan Homsher

    Senior Analytics Advisor, Frontline Education

    Meghan Sullivan-Homsher joined Frontline Education on Feb. 1, 2022. She was previously with the Ohio Department of Taxation and has been a great resource to Ohio schools.  Meghan had been with the Tax Analysis Division of ODT since 2005.  Her responsibilities have included providing analysis of proposed legislation and contributing to department publications.  Meghan’s specific areas of interest include property tax, school district income tax, and state/local revenue sharing. 

    Adam Seeley

    Associate, Bricker & Eckler LLP

    Adam Seeley is a public finance attorney. His practice focuses on economic development and local government counseling, as well as administrative, environmental and energy law. Adam’s experience covers TIF, CRA, enterprise zone administration, appraisal, real estate transactions, contract negotiation and drafting, civil litigation, and administrative compliance.

    Prior to joining Bricker, Adam served as in-house staff counsel for the Franklin County Auditor’s Office, Real Estate Division. He has also worked as a policy and legal aide for the Public Utilities Commission of Ohio (PUCO) and in private practice representing clients facing consumer protection matters.

    Heather Vlasuk

    Attorney, Squire Patton Boggs

    Heather has a wide range of experience in public law, advising municipalities, townships, counties and other political subdivisions on a wide variety of matters, including economic development, real estate and land use. Heather’s experience includes facilitating eminent domain and special assessments proceedings on behalf of public entities. Heather has also successfully represented public entities in legal actions before state and federal courts, including actions under 42 USC 1983, as well as in administrative proceedings before regulatory agencies such as the Ohio Liquor Commission and Ohio Public Utilities Commission. 

    Immediately prior to joining Squire Patton Boggs, Heather served as general counsel to a captive insurance enterprise, which included segregated account facilities and 831(b) captive management.

    Andrew Laskey

    Vice President, Public Finance, RBC Capital Markets

    Andrew Laskey is a Vice President in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets. He joined RBC Capital Markets in July of 2006, Since that time, Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.

    Marvin Founds

    Director of Education Finance, Baker Tilly Virchow Krause, LLC

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

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

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

    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. 

    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. 

    Penny Rucker

    Treasurer/CFO, Beavercreek City Schools

    Penny Rucker is a Treasurer/CFO who works with school districts to help them achieve financial success.

    Penny believes that her work is more than working with numbers, she knows it has been vital to understand the systems that produce the flow of the dollars and she has been focused on leadership to impact the effectiveness of those dollars.

    Penny has worked for many different types of districts – large, small, urban, rural, rich and poor.  She used to do consulting when she was raising her family which allowed her to explore diverse school cultures.  During the recession she worked at the largest urban school district in Ohio and currently she works at Beavercreek City Schools. 

    Penny is experienced in leadership and communications with financial systems.  She is interested in making an impact to improve financial stability in schools along with financial transparency.  She speaks, mentors, trains and motivates younger professionals to explore schools and help others achieve.

    Penny attended The Ohio State University and Franklin University in Columbus, Ohio to earn her Bachelors of Science in Accounting.  She also attended Ashland University in Columbus, Ohio to achieve her Master’s in Education School Treasury.

    Deborah Caudle

    ODE Area Coordinator, Ohio Department of Education

    Debbie is a Cincinnati native and graduate of Sycamore High School and the University of Cincinnati. She has 10 years as Field Auditor for the Ohio Auditor of State in the Southeast Region, 2 years as Assistant Treasurer and Payroll Clerk for Symmes Valley, 3 years as Federal Grants Manager and Financial Aid Administrator for Collins Career Center, 5 years Auditor in Charge for Plattenburg and Associates, 8 years Treasurer Milford Exempted Village Schools and 3 years as Area Coordinator for the Ohio Department of Education.

    Brian Jones

    Executive Director Office of School Finance, Ohio Department of Education

    For the past 18 years of Brian’s 25 years of service, he has spent with the Ohio Department of Education, as the Director of the Office of Grants Administration. The Office of Grants Administration is responsible for managing 80+ federal and state grants totaling $2 billion.  This includes but not limited to reviewing cash requests and final expenditure reports, providing technical assistance, agency-wide risk assessment and subrecipient monitoring.

    He is responsible for financial aspect of the department’s the e-grant system, (Comprehensive Continuous Improvement Plan - CCIP).  In addition, his office has developed an online monitoring system (Compliance and Tracking System) which interact with other systems with the department.

    Brian is also part of the agency’s leadership team to work with the state and federal audits and monitoring.   

    Prior to joining the department, Brian served as an Audit Supervisor with the Auditor of State and the Ohio Department of Development.  During his time with the Auditor of State’s Office, he was in charge of the Department Human Services at both the state and county levels.  While with the Department of Development he was responsible for financial/programmatic compliance audits and technical assistance to Cities, Counties and Non-Profits.

    Jack Webb

    Treasurer, Gallia County Local SD

    Jack Webb worked for 16 years with the Auditor of State, Local Government Services, 8 years at Symmes Valley LSD and 1 year at Gallia County LSD as treasurer.

    Jim Rader

    Assistant Chief Auditor, Office of Ohio Auditor of State

    James Rader is an Assistant Chief Auditor with the Ohio Auditor of State’s Central Region.  He has a bachelor’s degree in Accounting from Ashland University and has been with the State Auditor’s Office since 2000.  He currently is one of three chiefs that oversee the 15 counties in Central Ohio covered by the Central Region. 

  • Contains 13 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/13/2022 at 8:30 AM (EDT)

    A course in business operations for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food and nutrition.

    Date: 07.13-14.2022
    Locations: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member $200 | Non-Member $400 

    A course for those seeking their treasurer’s license through OASBO's ODE Approved Pathway, 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.

    In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

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


    Day 1
     
    8:30 a.m.
    Class Instructions and Introductions
     
    8:35 a.m.
    Module 1: Role of the CFO/Treasurer/Establishment of the Treasurer 
    Anne Arnold, Treasurer, Edison Local Schools
    Alan Binger, Retired Treasurer
    Matt Feasel, RSBFO, Treasurer/CFO, Pike Delta York Local Schools 

     
    10:20 a.m. 
    Break
     
    10:30 a.m.
    Module 1: Negotiations - Preparing for the Negotiating Table
    Brad Bennett, Bricker & Eckler LLP

    11:30 a.m. 
    Lunch
     
    12:30 p.m.
    Module 1: Negotiations - Process & Communication
    Brad Bennett, Bricker & Eckler LLP

    1:30 p.m.
    Break
     
    1:40 p.m.
    Module 2: Governing Laws, Regulations, and Policies  (CPIM Pending) 
    Katie Johnson, Deputy Executive Director, OASBO

     
    2:40 p.m.
    Break
     
    2:50 p.m.
    Module 2: Governing Laws, Regulations, and Policies, continued 
    Katie Johnson, Deputy Executive Director, OASBO 

     
    3:50 p.m.
    Adjournment
     
     
    Day 2
     
    8:00 a.m.
    Module 3: Ethics   (CPIM Pending) 
    Katie Johnson, Deputy Executive Director, OASBO 

     
    9:00 a.m.
    Break
     
    9:10 a.m.
    Module 4: Student Activity Programs (CPIM Pending) 
    Jennifer Vanover, Executive Director, Data and Processes, Columbus City Schools  

     
    10:10 a.m. 
    Break
     
    10:20 a.m. 
    Module 4: Booster/Support Organizations  (CPIM Pending) 
    Rebecca Jenkins, Treasurer/CFO, New Albany-Plain Local Schools 
    Matt Stout, Partner, Bicker & Eckler LLP 

     
    11:05 a.m.
    Break
     
    11:15 a.m. 
    Module 5: Fund Accounting & USAS Coding (CPIM Pending) 
    Cindy Ritter, K12 Business Consulting, OASBO Past President, and Retired Treasurer 

     
    12:15 p.m.
    Lunch
     
    1:05 p.m. 
    Module 6: Purchasing  (CPIM Pending)
    Amy Gioffredo, Treasurer/CFO, Amherst EVSD
    Dawn Jacobs, SFO, MBA, Treasurer/CFO, Van Buren Local Schools

    2:05 p.m.
    Break 
     
    2:15 p.m. 
    Module 7: Investment Basics  (CPIM Pending) 
    Joe Violand, Portfolio Manager, RedTree Investment Group

    3:15 p.m.
    Evaluations and Adjourn

    Anne Arnold

    Treasurer/CFO, Edison Local Schools

    Anne Arnold is Treasurer/CFO at Edison Local Schools in Erie County.   She oversees the financial operations of the district with a general fund budget of almost $20 million dollars. Before coming to Edison Local, Anne was the Treasurer/CFO at Benton Carroll Salem Local School District in Oak Harbor and prior to that at Woodmore Local Schools in Woodville. 

    Anne graduated from Bowling Green State University with a Bachelor of Science in Broadcast Journalism.  After a career in retail management, she decided to pursue public education and became the Accounts Payable Coordinator at Fremont City Schools.  While there, she obtained her School Treasurer’s License in May 2003. 

    Anne has been involved with OASBO for many years and has served on a number of committees, served as an officer for the Northwest Chapter and been a presenter at several professional development meetings.  She was also name Outstanding Treasurer/CFO of the Year for 2017. Anne is also a member of the Village Council in Lindsey, Ohio where she lives with her husband and son.  In her spare time, she enjoys day trips with her family and spending time with friends.

    Alan Binger

    Retired Treasurer

    Alan Binger has 30 years of experience as a school Treasurer/CFO having recently retired from Vanguard-Sentinel Career & Technology Centers after 8 years.  Prior to that appointment he had served as Treasurer at Clyde-Green Springs Exempted Village Schools for 22 years.  He spent 7 years in commercial banking prior to his school experience.

    He has gone through the chairs at the NWOASBO chapter having served as president in 2001-02.  He is a past recipient of the Rich Unger Professionalism Award in 2011 and was the Regional Distinguished Service Award winner for NW Ohio in 2020.  During his career Alan has been a frequent presenter and seminar director at OASBO professional development events.

    A lifelong resident of Sandusky County, Alan has served the community in many ways.  He currently serves as Treasurer of Communities for the Arts, serves on the Clyde, Ohio Tree and Landscape commission and is a past board member for the Project Excellence Foundation and the Fremont Memorial Hospital Foundation Board.  He served two terms on the Sandusky County Fair Board.  He continues to serve on the fair’s budget and finance committee.  He was a board member and treasurer of the Fremont Youth Hockey Boosters for many years and coached youth hockey, baseball and football.

    He has also played the organ at his church since the age of 14.

    He has owned and operated a choose and cut Christmas tree farm in Clyde for 20 years and serves on the board of the Ohio Christmas Tree Association and is chairman of its finance committee.

    Matt Feasel

    Treasurer/CFO, Pike-Delta-York Local SD

    Matt Feasel has been facing the issues of school finance for over thirty-six (36) years now.  Currently he is serving as CFO/Treasurer of the Pike Delta York Local School District in Northwest Ohio.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City and Elmwood Local Schools.

    Matt has served as the OASBO President during the 1997-98 year.  He remains an active member of OASBO serving on several committees.   He’s a past board of education member serving eight (8) years as a member of the Elmwood Board of Education in Wood County.  He enjoys working with K-12 Business Consulting and school business professionals across the state, providing forecasting and treasurer search services.   Mentoring new treasurers and providing needed and necessary professional development have been a high priority for him his entire career.  He enjoys playing golf, traveling and spending time with his family and seven (7) grandchildren.   

    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.

    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. 

    Jenny Vanover

    Executive Director, Data and Processes, Columbus City Schools

    Jenny started at Columbus City Schools in December 2014.  Jenny has over 20 years of experience in school finance.  Prior to her time at Columbus City Schools, she served as the Treasurer/CFO of Licking Heights Local School District and as an assistant to the treasurer at Southwest Licking Local Schools.  Jenny holds a Bachelor’s Degree in Mathematics, with a minor in Business Administration from Ohio University.  She holds a Master’s in Business Administration from Capital University.  In February 2022, Jenny completed her black belt training in Lean Six Sigma.

    Matt Stout

    Partner, Bricker & Eckler

    Matt Stout is a partner in Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

    Rebecca Jenkins

    Treasurer/CFO, New Albany-Plain Local Schools

    Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for three years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

    During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

    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.

    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.

    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.

    Joe Violand, CFA

    Portfolio Manager, RedTree Investment Group

    With five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

  • Contains 15 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/11/2022 at 8:00 AM (EDT)

    A course in business operations for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food and nutrition.

    Date: 07.11-12.2022
    Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
    Cost: Member: $200 | Non-Member: $400 

    This course, a part of OASBO's Licensure Pathway program, is designed for those seeking their business manager or treasurer's license, or those school business professionals seeking a refresher on the topics covered. Topics include risk management, school safety and security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, and food and nutrition.

    In person attendees will receive a hard copy of the manuals, and virtual attendees will receive digital copies. 

    If you are also interested in college credit for this course, click here to register with Ashland and 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, Introductions
     
    8:05 a.m.
    Module 1: Risk Management
    Defining Risk & Financing Risk (Property & Liability) 
    Melody Stiff, Hylant Administrative Services 
    Travis Thompson, Hylant Administrative Services 

    9:05 a.m. 
    Break 

    9:15 a.m. 
    Module 1: Risk Management 
    Financing Risk (Automobile, Excess Cost & Other) 
    Melody Stiff, Hylant Administrative Services 
    Travis Thompson, Hylant Administrative Services 

    10:15 a.m. 
    Break 

    10:25 a.m. 
    Module 1: Workers Compensation 
    Barb Lessman, Sedgwick MCO 

    11:25 a.m. 
    Lunch 

    12:25 p.m. 
    Module 2: School Safety & Security, NIMS and School Emergency Management Plans 
    Dan Romano, Treasurer/CFO, West Clermont Local Schools  

    1:25 p.m.
    Break
     
    1:35 p.m.
    Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
    Travis Thompson, Hylant Administrative Services     
                                   
     
    2:35 p.m.
    Break 
     
    2:45 p.m. 
    Module 2: IT Security  
    Tom Munson, ShareOhio/DataServ 
    Tom Mitchell, Bonefish Systems

     
    3:45 p.m.  
    Adjournment
     
     
    Day 2
     
    8:00 a.m.
    Module 3: Facilities Utilization, Inventory, and Capital Assets  
    Jim Rowan, OASBO, Executive Director
    Todd Puster, Treasurer, Orange City Schools

     
    9:00 a.m.
    Break
     
    9:10 a.m.
    Module 4: Bidding, Contracts, 412 Certificates  
    Chris McCloskey, Bricker & Eckler LLP

     
    10:10 a.m.  
    Break
     
    10:20 a.m.
    Module 4: School Facilities & Construction  
    Chris McCloskey, Bricker & Eckler LLP
    Jeff Eble, Worthington City Schools

     
    11:35 a.m. 
    Lunch
     
    12:30 p.m.
    Module 5: Transportation 
    Kevin Lillie, Treasurer/CFO, Geneva Area City Schools 
    Randy Snyder, Transportation Manager, Westerville City Schools
    Carolyn Thornton, Retired Transportation Director         

     
    1:30 p.m.  
    Break
     
    1:40 p.m.
    Module 5: Transportation (Continued)
    Kevin Lillie, Treasurer/CFO, Geneva Area City Schools
    Randy Snyder, Transportation Manager, Westerville City Schools
    Carolyn Thornton, Retired Transportation Director     
     
     
    2:40 p.m. 
    Break
     
    3:05 p.m.
    Module 5: Food & Nutrition
    Edwina “Winnie” Brewer, Director, New Leaf Organization/Buckeye Community Schools

     
    4:05 p.m. 
    Evaluations and Adjourn
     

    Melody Stiff

    Senior Underwriter, Hylant Administrative Services

    Drawing on more than 20 years in the insurance industry, Melody is responsible for developing long-term relationships with school districts and public entities by providing superior customer service and dedication. She understands the unique exposures and risks associated with school districts and public entities which makes her a valuable resource to clients. Melody is a licensed property & casualty agent in the state of Ohio.

    Travis Thompson, CPSI

    Director of Risk Management, Ohio School Plan

    Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System

     Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

    Barb Lessman

    Account Executive, Sedgwick MCO

    Dan Romano

    Treasurer/CFO, West Clermont Local Schools

    Daniel M. Romano is Treasurer/CFO at West Clermont Local Schools in Southwest Ohio in August 2020. He is also CEO and a Co-Founder of Edventures in Learning, Inc. a strategic learning and communication company. Prior to his current roles, Dan spent 23 years in the public sector holding positions as Treasurer/CFO and Business Manager in both Toledo and Sylvania City School Districts in Ohio.

    In 1997, Dan was recruited to serve as an international consultant assisting Fortune 500 companies in bringing their strategic plans to life through a methodology that democratized data and dialogue to all parts of the organization. In 2012 Dan, was again recruited. This time by Forecast5 Analytics, a start-up company focused on building a business intelligence and forecasting platform for the Public Sector. Serving as SVP, he was responsible for the development and growth of new and innovative business intelligence and analytic tools to a multistate market of local governments that included Ohio, Indiana, and Michigan. In 2016, Dan resumed the full-time helm at Edventures in Learning. More recently the company has expanded its service delivery of innovative tools and resources to engage employees and stakeholders in the critical issues of their organization.

    Dan is an active member with OASBO serving on various committees. He also assisted in the development of several of the “Essentials” curriculum which is a major component to an alternative pathway for Ohio school treasurer and Business Manager licenses.

    Dan received both his Bachelor’s in Accounting and a Master of Business Administration from the University of Toledo.

    Tom Munson

    Senior Account Executive, DataServ/ShareOhio

    Tom Munson is a Sr. Account Executive with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 35 plus year career working in the public sector with focus on education.

    Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training.

    Tom Mitchell

    CEO, Bonefish Systems

    Tom Mitchell is founder and President of Bonefish Systems.  Mr. Mitchell has spent 26 years in the financial services sector holding numerous technology and business roles in large banks and insurance companies. 

    In 2007, Tom started Bonefish Systems.  After working for large corporations for close to two decades, Tom wanted to bring fraud prevention and detection technologies to smaller organizations that could not otherwise afford them.  Bonefish Systems now serves hundreds of school districts and municipalities across Ohio and has recently expanded into Florida, Michigan, and Pennsylvania.  Tom is a member of the Association of Certified Fraud Examiners.  He earned his undergraduate degree at Kent State University in Computer Science and also holds a Masters of Business Administration graduate degree from Case Western Reserve University, Weatherhead School of Management.

    Jim Rowan

    Executive Director

    OASBO

    Jim Rowan is the Executive Director of the Ohio Association of School Business Officials. He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio. A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

    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.

    Chris McCloskey

    Partner, Bricker & Eckler, LLP

    Chris McCloskey is chair of Bricker & Eckler's Public Sector industry group and is a partner in the Construction Law group. He focuses his practice on construction-related contracting and disputes, as well as general business and litigation. He is experienced in researching and drafting motions for construction lawsuits, preparing and reviewing construction contracts, construction claims, change orders, purchase orders, project analysis, mechanic's liens, bid strategy and project coordination. He represents school districts with all facets of their capital projects with the OFCC.

    Jeff Eble

    Director of Business, Worthington City Schools

    Jeff Eble is currently Director of Business Services for Worthington Schools in Central Ohio.  Jeff has spent 41 year in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings plus  26 major building renovations in his career.

    Jeff has served OASBO as a committee member, workshop director, Chapter Officers, and Board Member since the early 1980s.  

    Kevin Lillie

    Treasurer/CFO, Geneva Area City Schools

    Kevin has served as the Treasurer/CFO of the Geneva Area City School District in Ashtabula County for 28 years.  Since November 2017, he has served as co-chair of the Transportation Subgroup on the Cupp/Patterson Fair School Funding Plan Workgroup and delivered testimony on proposed transportation formula changes before the House Finance Subcommittee on Primary and Secondary Education, the House Finance Committee, and the Senate Primary and Secondary Education Committee.  He, along with Pete Japikse and Dalton Summers, presented a webinar on the transportation recommendation as well as bit presentations at several regional meetings.

    Kevin played an important role in getting legislation passed allowing retroactive tax abatement and extending the county treasurer’s delinquent collection period to ten years in a limited case involving an Olympic and Paralympic training site in his district.  He successfully guided the district through a $78 million OSFC construction project, including playing a key role in recovering $1.3 million through mediated settlement for construction remediation.  Kevin has delivered testimony on several House bills and written numerous letters to House and Senate Education and Finance committee members.  He is a member of the Western Reserve Chapter of OASBO.  He received the Northeast Region Distinguished Service Award in 2019 and the Chuck Gossett Award for Legislative Advocacy in 2022.

    Randy Snyder

    Transportation Manager, Westerville City Schools & OAPT Past President

    Randy Snyder is Transportation Manager for Westerville City Schools, accountable for the overall transportation operation of the district, which is located in Central Ohio. Mr. Snyder has almost twenty years of experience in pupil transportation of which eighteen have been in administration and department management. Westerville’s transportation department is comprised of 101 school bus routes, twenty MyVan routes that serve students with specialized transportation needs, four office support staff, eight mechanics, and three assistant managers.

    Mr. Snyder believes that a safe and successful transportation operation must include excellent recruiting, training, equipping, and the empowering of its employees. Transportation professionals play a vital role in the educational process and are important members of the communities in which they serve. He also believes that all school business professionals should seek to better understand their district’s transportation operations and find ways to support and encourage their team members whose charge is to oversee their transportation operations.

    Currently, Mr. Snyder serves as Immediate Past President of the Ohio Association for Pupil Transportation (OAPT). He continues to serve as the communication and technology committee chair and serves as the election committee chair. Along with the other OAPT Board members, he helped lead their association and its members through the COVID-19 pandemic.

    Carolyn Thornton

    Retired Transportation Director

    Carolyn "CJ" Thornton recently retired from Mason City Schools this year with 45 years experience in the pupil transportation field. Her previous position was with Princeton City Schools. She has served on the Regional and State Roadeo Committees, chairing the event at both levels. She has been an active member of the Ohio Association for Pupil Transportation since 2001 serving as Regional Representative several terms and as Director at Large. She has been a member of OASBO since 2002 and is a graduate of the Leadership Academy class VII.

    CJ believes in sharing her extensive knowledge of the transportation industry with her peers and newcomers to the industry. She has mentored several new transportation directors during her tenure.  A firm believer in "you don't know what you don't know," she tries to help people fill in the gaps and learn what they need to know to be successful in the transportation field.

  • Contains 4 Component(s), Includes Credits

    Please join BASA, OASBO, and OSBA to learn more about the Nexus valuation settlement, what that portends for Rover and the next steps for impacted school districts. *The webinar will be recorded. If you cannot attend live, go ahead and register to be notified when the recording is available.

    Date: 06.27.2022 at 3:30 p.m.
    Location: Online
    Cost: Free
     
    Please join BASA, OASBO, and OSBA to learn more about the Nexus valuation settlement, what that portends for Rover and the next steps for impacted school districts.
     
    Webinar panelists include:

    • Rebecca C. Princehorn, Bricker & Eckler, LLP
    • Alan C. Harold, Stark County Auditor
    • Kevin Miller, BASA 
    • Katie Johnson, OASBO 
    • Will Schwartz, OSBA 

     

    The webinar will be recorded. If you cannot attend live, go ahead and register to be notified when the recording is available.


    If you are new to OASBO's Learn site, you can click here for a quick tutorial on how to access webinars on the day of the event.

    Rebecca C. Princehorn, Esq.

    Attorney, Bricker & Eckler LLP

    Becky Princehorn is a partner in Bricker & Eckler's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio income tax-backed school district bonds; the first publicly offered Public Library Fund-backed library notes; the first Ohio K-12 state co-funded (OFCC) project on a state university campus; the first sale of Ohio school district bonds to the USDA; the first Ohio general obligation bond issue with a local government fund pledge; the first Ohio municipal general obligation bond issue for housing; and the first Ohio school district minibond issue.

    Alan Harold

    Auditor, Stark County Auditor

    Alan was raised in Louisville and had public service as a calling from an early age. After a career in banking and in small business, he was elected to office in November of 2010. Alan is an active member of many community organizations, including United Way, Buckeye Council – Boy Scouts of America, and St. Michael’s Catholic Church. He has participated in the Canton Regional Chamber of Commerce’s Leadership Stark County (23rd Class) and Government Academy (2nd Class).

    Alan has a Master of Business Administration degree from The Ohio State University (2003); a Bachelor of Arts degree from Mount Union College (1998); and is a graduate of Louisville High School (1994). He and his wife, Dr. Suzanne Harold, live with their two children, Caroline and Andrew, in Avondale.

    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. 

    Kevin Miller

    Director of Governmental Relations, BASA

    Dr. Kevin Miller was a public educator for 36 years. He was an English teacher and principal at Wayne Trace Jr./Sr. High School before becoming Superintendent of Hicksville Village Schools in Defiance County. While at Hicksville, Dr. Miller worked with the community on the design and construction of a new Pre-K through 12 school building. During his tenure there, Hicksville Schools were rated “Excellent with Distinction” by the Ohio Department of Education and received national recognition from the Southern Regional Education board as a “High Schools That Work” Pacesetter School.   

    Dr. Miller served as superintendent of Ottawa Hills Schools from 2010 to 2019. Ottawa Hills Schools are considered among the very best in Ohio and the nation. In 2015, Ottawa Hills became the first district in Ohio to earn all A’s on its district and building Local Report Cards issued by the Ohio Department of Education. The district repeated that feat in 2016, ’17, ’18, and ‘19—the only school district in Ohio to do so. Ottawa Hills has received statewide and national recognition by Forbes, US News and World Report, Newsweek, the Washington Post, and the Cleveland Plain Dealer.

    On August 1, 2019, Dr. Miller became the Director of Governmental Relations for the Buckeye Association of School Administrators (BASA). In that position, he lobbies on behalf of public school districts across Ohio and serves as a liaison between the Statehouse and Ohio’s superintendents.   

    Dr. Miller lives in New Albany with his wife, Carla, and their four sons: Yale, Collin, Breckin, and Sterling.     

    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.

  • Contains 3 Component(s), Includes Credits

    Ohio law requires audits of each public office. These audits help determine whether the government’s financial statements are fairly presented and whether management has complied with significant laws and regulations. The Auditor of State’s Ohio Compliance Supplement contains certain laws and regulations which are of considerable public interest, or are of the type auditors generally consider direct and material. This session will cover the most significant edits to the 2022 Ohio Compliance Supplement which are applicable to schools.

    Date: 06.23.2022 at 12 p.m.

    Location: Online

    Cost: Member - Free | Non-Member - $25

    Ohio law requires audits of each public office. These audits help determine whether the government’s financial statements are fairly presented and whether management has complied with significant laws and regulations. The Auditor of State’s Ohio Compliance Supplement contains certain laws and regulations which are of considerable public interest, or are of the type auditors generally consider direct and material.  This session will cover the most significant edits to the 2022 Ohio Compliance Supplement which are applicable to schools.


    Click here to view the first webinar on this topic, presented on Jan. 24 this year.

    Kelly Berger-Davis

    Ohio Auditor of State's Office

    Kelly is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the office of the Auditor of State. She has held various other positions as well in her 15 years with the Auditor’s office, ranging from intern to Senior Audit Manager in the Dayton Regional Office.

    Kelly has a Bachelor of Science in Accounting from the Bowling Green State University. She is a member of the Association of Government Accountants, and the Government Finance Officers Association.  Kelly lives in the Dayton area and is married with four children.

  • Contains 5 Component(s), Includes Credits

    ***This seminar has both an IN-PERSON or VIRTUAL attendance option. *** Want to know more about pursuing a license? Do you have your license, and would you like to get your name out there as a candidate? Do not miss this event! Veteran school treasurers and treasurer search consultants will walk attendees through a typical “day in the life” of a school treasurer (hint: There is no such thing as a “typical day”). You are encouraged to attend in-person if you have your resume up to date and are actively pursuing a Treasurer's License. If you are doing an initial investigation of a career as a school district treasurer, you may attend virtually.

    Date: 06/8/2022 *** This seminar has IN-PERSON or VIRTUAL attendance options ***

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

    Cost:  $25 (Member/Non-Member)


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


    You are encouraged to attend in person if you have your resume up to date and are actively pursuing a Treasurer's License. 


    8:00 a.m.
    Welcome - Introduction to OASBO/Network/Collaborate

    Jim Rowan, OASBO Executive Director
    Kim Laugherty, OASBO COO
     
     
    8:30 a.m.
    What are Boards Looking for in Treasurers

    K12 Business Consulting and OASBO Past Presidents
    Chris Mohr, Becky Jenkins, Jenni Logan, Dee Cramer & Cindy Ritter

    9:30 a.m. 
    Break

    9:45 a.m.
    The Interview Process

    Ryan Pendleton, Finding Leaders, Treasurer/CFO, Akron Public Schools
    Paul Pendleton, Finding Leaders, Owner

     
    10:45 a.m. 
    Break

    11:00 a.m. 
    Licensure Basics, LPDC & OASBO Mentoring Program 
    Jim Rowan, OASBO Executive Director 
    Kim Laugherty, OASBO COO 

    11:45 a.m.
    Lunch + 20-Minute Screening Interviews

    Adjourn after interviews

    Jim Rowan

    Executive Director

    OASBO

    Jim Rowan is the Executive Director of the Ohio Association of School Business Officials. He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio. A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

    Kim Laugherty, CAE

    Chief Operations Officer, OASBO

    Kim has served OASBO since 2005. She works collaboratively with senior staff, administrative staff, the board of directors, and volunteer leaders to drive initiatives to support the organization’s mission and strategic goals. She has a passion for helping SBOs develop and grow their skills through excellent training and guidance so they can achieve their career zen. As COO, Kim direct the association’s online learning programs and annual conferences; the mentoring program for new SBOs; membership recruitment and retention; and branding. She also manages information technology and special initiatives; and provides support for corporate partners and sponsors.

    She has a B.A. in English and a minor in Interpersonal Communications from Bowling Green State University, graduating cum laude. Her career prior to association management was in information technology training and consulting sales, and marketing. 

    Chris Mohr

    OASBO Past President and Retired Treasurer, K12 Business Consulting

    Chris has over 38 years of proven successful governmental finance and management experience and is a licensed school treasurer, business manager, and holds an Ohio Health, Life and Variable Annuity license. He began his career at the Ohio Auditor of State's Office as an examiner and field audit supervisor leaving that position to become Treasurer/CFO and Executive Director of Business Affairs of public school system in 1984. He has served district from $30 million to $200 million in budget and has managed both CFO and Director of Business Affairs simultaneously in Dublin and Springfield CSD. Chris has received many awards during his career including Ohio School Treasurer of the Year, Ohio School Business Manager of the Year and the Virginia Ramsay Award for Distinguished Service to the profession. He brings considerable expertise to school clients in five year forecast assistance in areas of modeling, projecting and presentation; levy analysis; school comparison studies; efficiency reviews; budget preparation and monthly financial report preparation; superintendent and treasurer executive recruiting; mentoring for school business officials, and strategic planning.

    Chris earned a MBA majoring in finance and administration, along with a BS in accounting from Miami University of Ohio, and an AS in business administration from Edison State College. He also holds a designation of Registered School Business Administrator and holds the Ohio Financial Accountability Certificate issued by the auditor of state's office. 

    Rebecca Jenkins

    Treasurer/CFO, New Albany-Plain Local Schools

    Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for three years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

    During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

    Jenni Logan

    Treasurer/CFO, Lakota Local School District

    Jenni Logan is the Treasurer/CFO of the Lakota Local School District in Butler County.  She has held this position since January of 2011.  Prior to that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

    Dolores "Dee" Cramer

    Consultant, K12 Business Consulting and OASBO Past President

    Dolores, an OASBO past president, had a successful career as an Ohio school district treasurer/CFO for over 30 years in various districts around the state. Upon retirement, she worked as a Fiscal Support Manager for an Information Technology Center. In addition, she spent five years as the Professional Development Curriculum Writer and manager of OASBO’s Mentoring program for new SBOs.

    Prior to joining K-12 Business Consulting in 2019, where she performs treasurer searches for school districts, she spent 4 years as an end-user tester for the State Software Redesign project.

    Dolores holds a master’s degree in Organizational Management and is certified with Hay McBer for 360 and Climate and Style Assessments. She is also a FranklinCovey certified trainer for “Leading With the Speed of Trust.”

    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.

    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. 

    Daniel Wilson

    Director of Business Development, ESC of the Western Reserve

    Wilson has been the Director of Business Development for the Educational Service Center of the Western Reserve since May, 2021.  Mr. Wilson has more than forty-nine years’ experience in the fiscal management of Ohio Public Schools.

    He previously served as the Chief Financial Officer for the Board of Education of the Mentor Exempted Village School District

    Wilson also held the position of Associate Superintendent for the Center for School Finance and Accountability at the Ohio Department of Education, Chief Financial Officer and Budget Director for the Parma City School District Board of Education, Board of Education Treasurer for the Shaker Heights City Schools in Cuyahoga County, and the Canton City Schools in Stark County.  Additionally, he served as Treasurer of the Stark County Board of Education in Louisville, Ohio and as Treasurer for the Woodridge Local Schools in Summit County.  He has also held the post of Treasurer for the South-Western City Board of Education in Franklin County.  Wilson also served as a shared treasurer with the Kirtland Local School District from 2015 until July 2018 and as a shared Treasurer with the Newbury Local School District from 2019 until July 2020. 

    Wilson is on the Board of Directors of the Applewood Centers and a member of the Board of Trustees for the Ohio School Employees Retirement System.  He is the Past-President of the Ohio Association of School Business Officials, the Past Chairman of the Board of Trustees for the Foundation for School Business Management, past Board of Director for the Health Action Council of Northeast Ohio, and formerly a member of the Educational Tax Policy Institute Advisory Committee.  He has also served as the Ohio PTA School Finance Consultant and a board trustee of the Lake County United Way.