Bootcamp 2021: Essentials of Business Operations

Recorded On: 07/14/2021

  • Registration Closed

Date: 7/12-13/2021
Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
Cost: In Person Option - Member $240 / Non-Member $480 --- Virtual Option - Non-Member Member: $220 / $440

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.

To receive a hard copy of the manuals, please register by Wednesday, June 30. If you register after that date you will receive digital copies.

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



AGENDA

Day 1

8:00 a.m.
Registration, Class instructions, Introductions

8:05 a.m.
Chapter 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) 
Melody Stiff, Hylant Administrative Services
Greg Hennecke, Hylant Administrative Services

9:05 a.m.
Break

9:15 a.m.
Chapter 1: Risk Management - Financing Risk (Automobile & Other) 
Melody Stiff, Hylant Administrative Services
Greg Hennecke, Hylant Administrative Services

10:15 a.m.  
Break

10:25 a.m.  
Chapter 1: Workers Compensation 
Jennifer Oiler, Sedgwick MCO 

11:25 a.m  
Lunch

12:25 p.m.
Chapter 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.
Chapter 2: School Safety & Security Guidelines, Inspections, Active Shooter
Greg Hennecke, Hylant Administrative Services 

2:35 p.m.
Break 

2:45 p.m. 
Chapter 2: IT Security
Dan Hairston, ShareOhio
Tom Mitchell, Bonefish Systems 


3:45 p.m.  
Adjournment


Day 2

8:00 a.m.
Chapter 3: Facilities Utilization, Inventory and Capital Assets
Jim Rowan, OASBO, Executive Director 
Todd Puster, CFO/Treasurer Orange City Schools

9:00 a.m.
Break

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

10:10 a.m.  
Break

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

11:35 a.m. 
Lunch

12:30 p.m.
Chapter 5: Transportation - Transportation Modules
Carolyn Thornton, Retired Transportation Director
Mike Miller, Sycamore Community Schools, and PDT Instructor, NAPT
Beth Weber, CFO/Treasurer, Sycamore Community Schools

1:30 p.m.  
Break

1:40 p.m.
Chapter 5: Transportation - Transportation Modules (Continued), Bus Purchasing
Carolyn Thornton, Retired Transportation Director
Mike Miller, Sycamore Community Schools, and PDT Instructor, NAPT
Beth Weber, CFO/Treasurer, Sycamore Community Schools

2:40 p.m. 
Break

3:05 p.m.
Chapter 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.

Greg Hennecke, CPSI, CSRM

Risk Management Representative, Hylant Administrative Services

Greg Hennecke is a Risk Management Representative for Hylant Administrative Services and works directly with governmental agencies and public schools. In addition to being a Certified Playground Safety Inspector (CPSI), Hennecke also is a Certified School Risk Manager (CSRM) and is a licensed property and casualty agent in Ohio.

Jennifer Oiler

Account Executive, Sedgwick Managed Care Ohio

Jennifer Oiler has worked with Ohio employers to manage workers’ compensation programs for 23 years, working to build best practices that preserve relationships and control costs associated with workers’ compensation claims.  Jennifer spent 2 years with Sedgwick MCI's (formerly CompManagement Health) third party administration team as a Hearing Representative, representing employer interests on contested issues.  Today, she is deeply involved in Sedgwick’s service delivery for OASBO members. 

Jennifer, a daughter of a Navy Service Member, spent her first 5 years in three different stateside ports before settling in her parent’s hometown in Sandusky.  She is a Perkins High School alum and attended the University of Toledo.  She has one daughter in the Dublin City School District and one at West Virginia University. 

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.

Dan Hairston

Senior Account Executive, DataServ

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

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 five 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 Graydon LLP

Chris McCloskey is chair of Bricker Graydon’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 Ohio Facilities Construction Commission.


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 42 years in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings and 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.  

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.

Mike Miller

Transportation Supervisor, Sycamore Community City Schools

Mike Miller has 31+ years of public school experience. His roles have included being a teacher, athletic director, principal and Director of Personnel/Student Services. He has been in Pupil Transportation Management for the past 17 years, been a Licensed School Bus Driver for the past 27 years, and a Licensed On-Board School Bus Instructor for the past 17 years.

Currently Mike is the Transportation Director for Sycamore Community Schools-Hamilton County for the past 7 years. He is a former At-Large Member of the OASBO Board of Directors, two-Time Past President of the Ohio Association for Pupil Transportation (OAPT), current SW Region Representative of OAPT. He is also a PDIS Instructor, National Association for Pupil Transportation; and serves on the Board of Morehead State University Alumni Board of Directors. Mike and his wife Lori have been married for 29 years and reside in Batavia, Ohio. They have two adult children.

Beth Weber

CFO/Treasurer, Sycamore Community Schools

Beth Weber is the Treasurer/CFO of the Sycamore Community Schools in Cincinnati.  She is retiring in July with 34 years of service in public education, 32 of those years as Treasurer.  Weber earned undergraduate degrees in finance and business economics, as well as a Masters in Business Administration, from Miami University in Oxford, Ohio. She is a long-time member of OASBO, serving on its Education Finance/ODE Advisory and Editorial Advisory committees along with sharing her experience as a new Treasurer/CFO mentor.  

Edwina "Winnie" Brewer

Director, New Leaf Organization/Buckeye Community Schools

Edwina (Winnie Brewer) just recently joined the New Leaf Organization which manages Buckeye Community Schools in Marion, Mansfield and London, Ohio.   Food Service Management has been the focus of her career for the past 30 years with industry experience at Marion City Schools, Ridgedale Schools, Starbucks and NorthPointe Conference Center.  Many of the programs operating under her direction have been awarded distinction such as "Summer food program of the year" by Children's Hunger Alliance and "Manager of the quarter" several times with Starbucks.   

A firm believer in helping others, community service goes hand in hand with every position she has held.  She is an agency council member for Mid Ohio Food Collective and she has served as a commissioner for service and volunteerism under Governor Kasich's time in office.  Winnie has mentored several districts with program development and places a focus on collaboration for success.  "Knowledge is power", she will say, "and the more information you can gain will help to make good decisions". 

Winnie has been an OASBO member for the past ten years and is currently the Vice President of the Food and Nutrition Board.  

Key:

Complete
Failed
Available
Locked
Chapter 1: Risk Management - Defining Risk & Financing Risk (Property & Liability)
07/12/2021 at 8:00 AM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 8:00 AM (EDT)  |  Recorded On: 07/12/2021
Chapter 1: Risk Management - Financing Risk (Automobile & Other)
07/12/2021 at 9:15 AM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 9:15 AM (EDT)  |  Recorded On: 07/12/2021
Chapter 1: Workers Compensation
07/12/2021 at 10:25 AM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 10:25 AM (EDT)  |  Recorded On: 07/12/2021
Chapter 2: School Safety & Security, NIMS and School Emergency Management Plans
07/12/2021 at 12:25 PM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 12:25 PM (EDT)  |  Recorded On: 07/12/2021
Chapter 2: School Safety & Security Guidelines, Inspections, Active Shooter
07/12/2021 at 1:35 PM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 1:35 PM (EDT)  |  Recorded On: 07/12/2021
Chapter 2: IT Security
07/12/2021 at 2:45 PM (EDT)  |  Recorded On: 07/12/2021
07/12/2021 at 2:45 PM (EDT)  |  Recorded On: 07/12/2021
Chapter 3: Facilities Utilization, Inventory and Capital Assets
07/13/2021 at 8:00 AM (EDT)  |  Recorded On: 07/13/2021
07/13/2021 at 8:00 AM (EDT)  |  Recorded On: 07/13/2021
Chapter 4: Bidding, Contracts, 412 Certificates
07/13/2021 at 9:10 AM (EDT)  |  Recorded On: 07/13/2021
07/13/2021 at 9:10 AM (EDT)  |  Recorded On: 07/13/2021
Chapter 4: School Facilities & Construction
07/13/2021 at 10:20 AM (EDT)  |  Recorded On: 07/13/2021
07/13/2021 at 10:20 AM (EDT)  |  Recorded On: 07/13/2021
Chapter 5: Transportation - Transportation Modules
07/13/2021 at 12:30 PM (EDT)  |  Recorded On: 07/13/2021
07/13/2021 at 12:30 PM (EDT)  |  Recorded On: 07/13/2021
Chapter 5: Transportation - Transportation Modules (Continued), Bus Purchasing
07/13/2021 at 1:40 PM (EDT)  |  Recorded On: 07/13/2021
07/13/2021 at 1:40 PM (EDT)  |  Recorded On: 07/13/2021
Chapter 5: Food & Nutrition
07/13/2021 at 2:45 PM (EDT)  |  Recorded On: 07/14/2021
07/13/2021 at 2:45 PM (EDT)  |  Recorded On: 07/14/2021
Course Survey
7 Questions
Contact Hour
12.50 Contact hour credits  |  No certificate available
12.50 Contact hour credits  |  No certificate available