This seminar is specifically designed to bring together Treasurers and EMIS Coordinators for a collaborative discussion on the critical role of accurate data collection and EMIS reporting. Participants will explore how these processes directly impact funding allocations and financial planning for their organizations. Through this session, attendees will gain a deeper understanding of best practices, compliance requirements, and strategies to improve data accuracy and reporting efficiency, ultimately helping to maximize funding opportunities and support informed decision-making.

Join us for an in-depth exploration of emerging trends, challenges, and best practices impacting school business operations in the coming year. This session will cover timely topics including new transportation legislation, updates in bidding and procurement, fund management, recovery, and facility assets, as well as an interactive insurance session to clarify common challenges. After lunch, a hands-on Learning Lab on capital planning will provide practical tools to align long-term facility needs with district resources. Whether it's navigating regulatory changes, improving operational efficiency, managing risk, or planning for workforce and resources, this deep dive will equip you with practical insights and actionable strategies for the year ahead.

Please join us in exploring the world of E-Rate whether you have never dealt with it before or you assist every year.  The presentation will be the basics of E-Rate from Lorrie Germann, State E-Rate Coordinator and what is essential to know as the Chief Financial Officer of your District.  Also, we will have a Treasurer's perspective of the process on best practices and who to be in contact with.  Timing is everything with E-Rate, so don't miss this chance to learn and be prepared for this important funding opportunity.

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 foundational course, we will cover creating a master facility plan, creating a construction budget, capital budget planning, procurement laws, bidding requirements, training and evaluating staff, and evaluating your facility maintenance program.

This one-hour follow-up session builds on the recent USAS Manual Update workshop by focusing on the practical steps treasurers and fiscal staff need to take to implement required account code changes. Participants will receive an extended checklist designed to guide them through the transition, along with handouts and ready-to-use templates. Using examples from state software, the session will demonstrate how to identify, process, and validate account code changes in alignment with statewide requirements. Please note: The OASBO 457(b) Plan is not going away! It remains a key OASBO Benchmark Program that simplifies implementation for districts by streamlining plan development and provider selection.

Public school districts face growing pressure to offer competitive benefits that support recruitment, retention, and employee financial wellness—without adding unnecessary administrative burdens. In this session, we’ll break down the key differences between 403(b) and 457(b) retirement plans, including contribution limits, withdrawal rules, catch-up provisions, and how districts can leverage both plans together. Attendees will walk away with practical insights to evaluate their current offerings and make informed decisions that strengthen benefits for staff at every career stage.

Join us September 11-12 for the Q2 Quarterly Planning Series where we will roll up our sleeves for in-depth sessions on the tax budget and forecasting, and reconciling EMIS reporting, as well as touching on excess and threshold cost, levy planning, board relations and open enrollment. Now updated to a two-day format, the Quarterly Planning Series offers more hands-on learning, deeper strategy sessions, and valuable networking opportunities. Don’t forget your laptop—you’ll have time to review or work on specific items during networking. Whether you are new to the profession or a seasoned veteran, don’t miss this chance to boost your skills and connect with peers.

Join us for an informational webinar about the transition of the administration and compliance of the OASBO 457(b) Plan to OMNI & TSACG Compliance Services on September 9 at noon. Justin Rollins, Senior Plan Consultant with OMNI & TSACG, will review the transition and answer questions. The webinar will be recorded and available on demand. Please note: The OASBO 457(b) Plan is not going away! It remains a key OASBO Benchmark Program that simplifies implementation for districts by streamlining plan development and provider selection.

Join us at a Regional Fall School Finance Seminar for critical updates on the state budget and proposed property tax changes that could significantly impact school district finances. This seminar will help ensure your district is informed and prepared to respond to these evolving developments. The seminar will also provide essential updates on key topics such as economic and market trends, recent legal developments, and changes in state foundation funding—along with updates from DEW and OASBO.

A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for all types of business officials. This is a curriculum-based course, designed to provide you with foundational knowledge in School Business Leadership.