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  • Contains 2 Component(s) Includes a Live Web Event on 03/19/2025 at 12:00 PM (EDT)

    Not all CBA provisions are created equal, but preparation is key for successful negotiations. Join an experienced school attorney to discuss different provisions to consider to set your District up for success in bargaining and avoid unintended consequences, and learn more about recent negotiations trends affecting salary, healthcare, and other trending provisions.

    Date: 03/19/2025

    Location: Online via Zoom

    Fee: $0 (Member) / $55 (Non-Member)


    Not all CBA provisions are created equal, but preparation is key for successful negotiations. Join an experienced school attorney to discuss different provisions to consider to set your District up for success in bargaining and avoid unintended consequences, and learn more about recent negotiations trends affecting salary, healthcare, and other trending provisions. 
    Megan Greulich, Weston Hurd

    Megan Greulich

    Partner, Weston Hurd

    Megan is a partner with Weston Hurd in the Education and Labor & Employment groups located in Columbus, Ohio. She focuses her practice on providing general counsel to public school districts in board governance, personnel, and student matters. Megan advises education law clients on complex issues including discipline, due process, public records, Title IX, board policies and procedures, collective bargaining, 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, negotiation, and interpretation and enforcement of collective bargaining agreements. Megan has successfully represented clients in arbitrations and in unfair labor practice charges before the State Employment Relations Board (SERB). Megan has represented clients before the U.S. Department of Education office for civil rights in matters involving claims of discrimination involving students, and has defended employers against complaints of discrimination filed with the U.S. Equal Employment Opportunity Commission (EEOC) and the Ohio Civil Rights Commission (OCRC). Megan frequently provides training to clients on a variety of employment and education related matters including human resources, Title IX, board governance, sunshine laws, and personnel-related matters.

  • Contains 1 Component(s) Includes a Live In-Person Event on 01/22/2025 at 9:00 AM (EST)

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five year forecast. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 01/22-23/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

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

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five year forecast.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned 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

    9:00 a.m.
    Module 1: Appropriations & Budgeting
    (CPIM Pending)

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    10:00 a.m.
    Break

     
    10:15 a.m. 
    Module 2: Introduction to Forecasting; and Module 3 - Enrollment Projections
    (CPIM Pending)

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    11:30 a.m.
    Lunch

    12:15 p.m.
    Module 4.1: Forecasting Revenues - Local Property and Income Taxes
    (CPIM Pending)

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3  

    1:45 p.m.
    Break

    2:00 p.m.
    Module 4.2: Forecasting Revenue - Calculating & Projecting the Components of State Aid
    (CPIM Pending)

    Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

    3:45 p.m.
    Adjourn 

     

    Day 2

    8:00 a.m.
    Module 5.1: Forecasting Expenditures - Salaries and Wages; and
    Module 5.2: Forecasting Expenditures - Retirement and Insurance Benefits
    (CPIM Pending) 

    10:15 a.m.
    Break

    10:30 a.m.
    Module 5.3: Forecasting Expenditures - Other Expenditures
    (CPIM Pending) 

    11:15 a.m. 
    Break

    11:30 a.m.
    Module 4.3: Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.);
     and
    Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items
    (CPIM Pending) 

    12:30 p.m. 
    Lunch

    1:15 p.m.
    Module 6: Fiscal Caution, Watch and Emergency
    (CPIM Pending)

    2:15 p.m.
    Break

    2:30 p.m.
    Module 7: Analytics
    (CPIM Pending) 

    3:30 p.m. 
    Adjourn

  • Contains 1 Component(s) Includes a Live In-Person Event on 01/14/2025 at 8:30 AM (EST)

    Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. With this tactical course, we will cover risk management, property liability, workers’ compensation, environmental safety, safety plan requirements, security assessments, maintenance planning, and cleaning standards

    Date: 01/14-15/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

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

    Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. 

    With this tactical course, we will cover risk management, property liability, workers’ compensation, environmental safety, safety plan requirements, security assessments, maintenance planning, and cleaning standards


    Day 1
    8:30 a.m.
    Module 3: Risk Management & Property Liability and Fleet Insurance

    9:30 a.m.
    Break

    9:45 a.m.
    Module 3: Workers’ Compensation

    10:45 a.m.  
    Break

    11:00 a.m.  
    Module 3: Environmental Safety & Safety Data Sheet Compliance

    11:45 p.m.  
    Lunch

    12:30 p.m.
    Module 3: Facility Focus Areas for Risk Management

    1:30 p.m.
    Break

    1:45 p.m.
    Module 4: General Safety, Safety Teams, Safety Plans and Drill Requirements

    3:00 p.m.
    Break 

    3:15 p.m. 
    Module 4: Crime Prevention Through Environmental Design & Facility Vulnerability Security Assessments

    4:15 p.m.  
    Adjournment


    Day 2
    8:00 a.m.

    Module 5: General Maintenance Planning and Preventative Maintenance

    9:15 a.m.
    Break

    9:30 a.m.
    Module 5: Maintenance Departmental Organization, Management & Work Order Systems

    10:30 a.m.  
    Break

    10:45 a.m.
    Module 5: Custodial Staffing and Cleaning Standards, Use of Cleaning Chemicals & Grounds Maintenance

    12:15 p.m. 
    Lunch

    1:00 p.m.
    Module 5: Use of Cleaning Chemicals & Grounds Maintenance

    2:00 p.m.  
    Break

    2:15 p.m.
    Module 7: Community Use Programs and Facility Use Scheduling Systems

    3:15 p.m. 
    Break

    3:30 p.m.
    Module 7: Recovering Costs for the Community Use of Our Schools 

    4:15 p.m. 
    Closing Comments & Adjournment




  • Contains 1 Component(s) Includes a Live In-Person Event on 01/08/2025 at 8:00 AM (EST)

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    Date: 01/08-09/2025

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

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

    Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

    A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.

    *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

    If you are also interested in college credit for this course, stay tuned 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: History of School Funding in Ohio 

    9:00 a.m.
    Break

    9:15 a.m.
    Module 2: Local Taxation - Property Taxes and Millage Rates
    (Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations)
    (CPIM Pending)

    Standards: 1.1, 1.3-1.6; 2.1-2.4; 3.1-3.2; 4.1-4.3; 5.3

    11:00 a.m. 
    Break

    11:15 a.m.
    Module 3: Impacts on Local Tax Revenue
    (Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives)
    (CPIM Pending)

    Standards: 1.1-1.5; 2.1, 2.4; 4.1-4.3; 5.3

    12:30 p.m. 
    Lunch

    1:00 p.m.
    Module 4: State Funding
    (Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)

    Standards: 1.2, 1.5; 2.3; 4.1; 5.3

    2:15 p.m.
    Break

    2:30 p.m.
    Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 1
    (CPIM Pending)

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    3:45 p.m. 
    Adjourn


    Day 2

    8:30 a.m. 
    Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) - Part 2
    (CPIM Pending)

    Standards: 2.1-2.2, 2.4; 4.2-4.3

    9:15 a.m.
    Break

    9:30 a.m.
    Module 6: EMIS (Why Data counts, compiling, validating, reporting, certifying district data)
    (CPIM Pending)

    Standards: 1.2; 5.1-5.3

    10:30 a.m.
    Break

    10:45 a.m.
    Module 7: Why Kids Count (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More)
    (CPIM Pending)

    11:45 a.m.
    Lunch

    12:30 p.m.
    Module 8: Grant Accounting & Management (State/Federal Grants, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs)
    (CPIM Pending)
         
    2:00 p.m.
    Break

    2:15 p.m.  
    Module 9: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency
    (CPIM Pending)

    3:15 p.m.
    Break

    3:30 p.m.
    Module 9: Annual Audits
    (CPIM Pending)
        
    4:30 p.m.
    Adjourn

  • Contains 2 Component(s), Includes Credits Includes a Live In-Person Event on 10/09/2024 at 3:00 PM (EDT)

    upcoming description

    Date: Oct. 9-11, 2024

    Location: Cherry Valley Hotel | 2299 Cherry Valley Rd SE | Newark, OH 43055. This conference is in-person only.

    Cost: EARLY BIRD:  $275 (Member) / $550 (Non-Member)
             After 9/1/2024:  $300 (Member) / $600 (Non-Member)

    Hotel Reservations: Guest room rate is $139 plus 13.25% tax. Reservations will be made by calling Hotel directly at 740-788-1200 or 800-788-8008. Individuals must identify themselves as being with the Group (OASBO Leadership Conference) at the time the reservation is made to receive the special Group rate. Group’s cut-off date is September 18, 2024.

    Dress Code: Business Casual

    AGENDA

    Day 1: Wednesday  
    3:00 p.m.                    Check-in Hotel 
    3:30 – 5:00 p.m.         Welcome and Program Review
    6:00 p.m.                    Networking Dinner

    Day 2:  Thursday 
    8:00 a.m.                    Breakfast 
    9:00 - 10:30 a.m.        Program - Dr. Marguerite Roza

    Dr. Marguerite Roza, research professor at Georgetown University and director of Edunomics Lab. Dr. Roza will present an overview of the K-12 financial outlook and district budget timelines. She’ll share tools to help leaders strategically weigh investments to assess which can do the most for students with the dollars at hand and to make smart choices to ensure district financial health post-ESSER. 

    Conference participants will learn: 
         * How to prioritize spending on what students need most, and maintain investments in what’s working. 
         * How to design a better budget workshop with district-tested data tools and data displays.
         * How to communicate spending decisions in ways that build trust. 

    10:30 a.m.                  Break
    10:45 - 11:45 a.m.      Program
    11:45 - 12:45 p.m.      Lunch/Networking
    1:00 - 2:30 p.m.          Program
    2:30 p.m.                    Break
    2:45 – 4:45 p.m.         Program
    5:30 p.m.                    Networking Dinner  

    Day 3:  Friday     
    8:00 a.m.                    Breakfast  
    9:30 - 11:30 a.m.        AI Training  
                                       John Mansel-Pleydell, Professional Learning Group Supervisor, Northern
                                       Buckeye Educational Council 

    We will explore the exciting realm of Artificial Intelligence (AI) and its transformative role in K-12 Education. Be sure to bring your devices with you for a hands-on learning experience.
     
    Conference participants will learn:
         * What it is
         * How to begin interacting with the tools (prompting) and
         * Digging in with some examples of using AI to assist in daily business office tasks.
     
    11:30 – 11:45 a.m.      Reflection/Closing  
    11:45 a.m.                   Depart

    Dr. Marguerite Roza

    Director, Edunomics Lab / Research Professor, McCourt School, Georgetown University

    Dr. Marguerite Roza is Research Professor at Georgetown University and Director of the Edunomics Lab, a research center exploring and modeling complex education finance decisions to inform policy and practice. She leads the McCourt School of Public Policy's Certificate in Education Finance, which equips participants with practical skills in strategic fiscal management, policy analysis, and leadership. Her research traces the effects of fiscal policies at the federal, state, and district levels for their implications on resources at the school and classroom levels. She is author of the highly regarded education finance book, Educational Economics: Where Do School Funds Go?

    Roza was a Senior Economic Advisor to the Bill & Melinda Gates Foundation and a Lieutenant in the US Navy teaching thermodynamics at the Naval Nuclear Power School. She earned a PhD in Education from the University of Washington, a BS from Duke University, and studied at the London School of Economics and the University of Amsterdam. 


  • Contains 1 Component(s) Includes a Live In-Person Event on 10/01/2024 at 9:00 AM (EDT)

    This seminar is all about you! Attendees will learn about the art of negotiating a treasurer contract, setting development goals, evaluations, and treasurer liability from seasoned practitioners. We will also discuss key provisions to consider including in your next contract.

    Date: 10/01/2024

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

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

    This seminar is all about you! Attendees will learn about the art of negotiating a treasurer contract, setting development goals, evaluations, and treasurer liability from seasoned practitioners. We will also discuss key provisions to consider including in your next contract.


    Agenda

    9:00 a.m.
    The Art of Negotiations with Your Board - Treasurer Evaluations and Goal Development

    10:15 a.m.
    Break

    10:30 a.m.
    Treasurer Liability - Auditor of State Guidance; Bond vs. Insurance

    12:00 p.m. 
    Lunch

    1:00 p.m.
    Negotiating Your Contract - Know Your Audience, Contract Terms, Requirements, and the OASBO Form Contract

    3:00 p.m.
    Adjourn

  • Contains 8 Component(s), Includes Credits Includes Multiple Live Events. The next is on 09/12/2024 at 8:30 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/12/2024

    Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

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

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Seminar Director: Kyle Smith, Treasurer, Bexley City Schools; and OASBO Central Region Director


    Agenda

    8:30 a.m.
    Auditor of State Update
    (CPIM Pending)
    Tom Dusek, Ohio Auditor of State

    9:30 a.m.
    Break

    9:45 a.m.
    Economic and Market Update
    (CPIM Pending)
    Ryan Nelson, RedTree Investment Group
    Joe Violand, RedTree Investment Group

    10:45 a.m. 
    Break

    11:00 a.m.
    Ohio Department of Education & Workforce Update
    (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:00 p.m.
    Lunch

    12:30 p.m.
    Legislative Hot Topics
    (CPIM Pending)
    Katie Johnson, OASBO 

    1:30
    Break

    1:45 p.m. 
    Property Tax Discussion

    Chris Kline, Lawrence County Deputy Auditor

    3:45 p.m. 
    Conclusion and Q&A

  • Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 09/10/2024 at 9:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/10/2024

    Location: Northeast Ohio Medical University (NEOMU) | The New Center - Cook Hall | 4211 State Route 44 | Rootstown, OH 44272

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Seminar Director: Meghan Rohde, Treasurer, Bay Village City Schools; and OASBO Northeast Region Director


    Agenda

    9:00 a.m.
    Auditor of State Update
    (CPIM Pending)
    Courtney Shalosky, Ohio Auditor of State

    10:00 a.m.
    Economic and Market Update
    (CPIM Pending)
    Ryan Nelson, RedTree Investment Group
    Joe Violand, RedTree Investment Group

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
    (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
    (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A

    Courtney Shalosky

    Assistant Chief Auditor, Ohio Auditor of State

    Courtney Shalosky, CPA, CFE is the Assistant Chief Auditor for the East region. She has been with the Ohio Auditor of State’s Office for 8 years and previously was in the office’s Center for Audit Excellence specializing in single audits. Prior to her time with the Auditor of State’s Office, she worked in public accounting specializing in government auditing.

    Courtney has a Bachelor of Science in Accounting from Miami University. Courtney also serves on the Single Audit Committee for the National State Auditors Association (NSAA), and has represented the Ohio Auditor’s Office at several Single Audit Roundtable meetings and is also a member of the Association of Certified Fraud Examiners.

    Ryan Nelson

    Managing Principal & Portfolio Manager, RedTree Investment Group

    Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

    Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee. 

    Joe Violand, CFA

    Portfolio Manager, RedTree Investment Group

    With many 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.

    Much of his day-to-day involves working closely with current clients and fostering new relationships. His experience in portfolio management combined with the knowledge of relevant sections of Ohio Revised Code gives him the ability to serve RedTree’s clients to the fullest.

    Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his wife, Rachel, their daughter, Rosie, and two dogs, Overton and Sable. He enjoys spending time with friends and family, hiking, golfing, and when time allows, traveling the world.

    Aaron Rausch

    Chief of Budget and School Funding, Department of Education & Workforce

    Aaron Rausch is the Chief of Budget and School Funding at the Department of Education & Workforce (previously Ohio Department of Education), where he manages an agency budget of more than $17 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. Active in his community, Aaron serves as an advisory board member on the Columbus and Central Ohio Children’s Chorus Foundation, sings with the Choral Union at Capital University, and rides in Pelotonia every year. 

    Elena Sanders

    Senior Financial Manager, Office of Budget and School Funding, Ohio Department of Education & Workforce

    Elena Sanders is a Senior Financial Manager at the Ohio Department of Education and Workforce (ODEW) Office of Budget and School Funding, where she oversees the state foundation funding and other state funding programs. Prior to coming to that office, she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and master’s degree in educational administration and supervision. Elena is the captain of the USTA 3.0 tennis team and this year the team advanced into the districts to compete in Cincinnati.

    Katie Johnson, Esq.

    Executive Director, OASBO

    Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

    Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

    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 past President of the Ohio Chapter of Women in Public Finance.

    Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

    Chris Kline

    Lawrence County Deputy Auditor

  • Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 09/05/2024 at 9:00 AM (EDT)

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Date: 09/05/2024

    Location: Hilton Garden Inn Findlay | 1050 Interstate Drive | Findlay, OH 45840

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

    Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

    This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

    Seminar Director: Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools; and OASBO Northwest Region Director


    Agenda

    9:00 a.m.
    Auditor of State Update
     (CPIM Pending)
    Chris White, Ohio Auditor of State

    10:00 a.m.
    Economic and Market Update
     (CPIM Pending)"
    Ryan Nelson, RedTree Investment Group
    Joe Violand, RedTree Investment Group

    11:00 a.m. 
    Break

    11:10 a.m.
    Ohio Department of Education & Workforce Update
     (CPIM Pending)
    Aaron Rausch, Ohio Department of Education & Workforce
    Elena Sanders, Ohio Department of Education & Workforce

    12:15 p.m.
    Lunch

    12:45 p.m.
    Legislative Hot Topics
     (CPIM Pending)
    Katie Johnson, OASBO

    1:45
    Break

    2:00 p.m. 
    Property Tax Discussion
    Chris Kline, Lawrence County Deputy Auditor

    4:00 p.m. 
    Conclusion and Q&A

    Chris White

    Senior Audit Manager, Ohio Auditor of State

    Chris White is a Senior Audit Manager with the Ohio Auditor of State’s financial audit group in the northwest region.  The Financial Audit Group is responsible for conducting financial audits of all public entities as required by Ohio law.  Chris has overall responsibility for audits in Lucas and Henry counties. This includes supervisory responsibility of staff in the performance of multiple concurrent audit engagements.

    Chris has been with the Auditor of State since 1999.  He worked as a financial auditor for seven years, Audit Manager for ten years and Senior Audit Manager for the past eight years.  Chris has a bachelor’s degree with majors in Accounting and Business Administration from The University of Toledo and is also a Certified Public Accountant. 

    Ryan Nelson

    Managing Principal & Portfolio Manager, RedTree Investment Group

    Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

    Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee. 

    Joe Violand, CFA

    Portfolio Manager, RedTree Investment Group

    With many 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.

    Much of his day-to-day involves working closely with current clients and fostering new relationships. His experience in portfolio management combined with the knowledge of relevant sections of Ohio Revised Code gives him the ability to serve RedTree’s clients to the fullest.

    Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his wife, Rachel, their daughter, Rosie, and two dogs, Overton and Sable. He enjoys spending time with friends and family, hiking, golfing, and when time allows, traveling the world.

    Aaron Rausch

    Chief of Budget and School Funding, Department of Education & Workforce

    Aaron Rausch is the Chief of Budget and School Funding at the Department of Education & Workforce (previously Ohio Department of Education), where he manages an agency budget of more than $17 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. Active in his community, Aaron serves as an advisory board member on the Columbus and Central Ohio Children’s Chorus Foundation, sings with the Choral Union at Capital University, and rides in Pelotonia every year. 

    Elena Sanders

    Senior Financial Manager, Office of Budget and School Funding, Ohio Department of Education & Workforce

    Elena Sanders is a Senior Financial Manager at the Ohio Department of Education and Workforce (ODEW) Office of Budget and School Funding, where she oversees the state foundation funding and other state funding programs. Prior to coming to that office, she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and master’s degree in educational administration and supervision. Elena is the captain of the USTA 3.0 tennis team and this year the team advanced into the districts to compete in Cincinnati.

    Katie Johnson, Esq.

    Executive Director, OASBO

    Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

    Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

    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 past President of the Ohio Chapter of Women in Public Finance.

    Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

    Chris Kline

    Lawrence County Deputy Auditor

  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/04/2024 at 12:00 PM (EDT)

    As we approach the final year of the 5-year E-rate cycle, Ohio school districts have over $110 million in unspent Category 2 budget funds. These “Use it or Lose it” dollars offer significant opportunities to invest in various technology services and solutions that positively impact school operations and student education! Additionally, the FCC also announced a $200 million cybersecurity pilot program, to be administered by USAC, the organization overseeing the E-Rate program. This webinar will explore these funding opportunities in detail, including strategies to maximize your district’s funds, and guidance on applying for the cybersecurity pilot program.

    Date: 09/04/2024

    Location: Online via Zoom

    Fee: $0 (Member) / $55 (Non-Member)

    As we approach the final year of the 5-year E-rate cycle, Ohio school districts have over $110 million in unspent Category 2 budget funds. These “Use it or Lose it” dollars offer significant opportunities to invest in various technology services and solutions that positively impact school operations and student education! Additionally, the FCC also announced a $200 million cybersecurity pilot program, to be administered by USAC, the organization overseeing the E-Rate program. This webinar will explore these funding opportunities in detail, including strategies to maximize your district’s funds, and guidance on applying for the cybersecurity pilot program.

    Tom Munson

    Director of Strategic Partnerships, DataServ/ShareOhio

    Tom Munson the Director of Strategic Partnerships 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 40 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

    Andrew Thornton

    Director of Sales, DataServ/ShareOhio

    Andrew Thornton is the Director of Sales with DataServ. He has held numerous engineering and sales leadership positions over his 20 year career. The past decade Andrew has worked with Ohio K-12 schools to create safe, robust and engaging learning environments through technology infrastructure services. 

    Lana Fairchild

    Treasurer, Amanda-Clearcreek Local SD

    Lana joined the Amanda-Clearcreek team in November 2020 as the Treasurer/CFO. Previously she served the Bright Local School District in Highland County as the Treasurer/CFO and the Chillicothe City School District as Human Resources Director and Assistant to the Superintendent for Operations. Prior to public service, Lana worked in the private sector in Marketing, Operations and Management. She has served on numerous community boards and has served as an elected official as a City Councilperson. Lana has used her experience and knowledge to improve the fiscal office and district operations. She strives to continuously improve communications with the board and the community.

    Timothy Edwards

    Superintendent, Amanda-Clearcreek Local SD

    T.R. Edwards began August 1, 2022 as superintendent for Amanda-Clearcreek Local School District. Prior to joining the A-C team, he served the Gallia County Local School District as a teacher,  Federal Programs Coordinator and then for eleven years as principal of River Valley HS. Edwards received a BA from Morehead State, MA from Marshall and an Ed.D. from Morehead State.