Bootcamp 2022: Essentials of Budgeting & Forecasting
Recorded On: 07/20/2022
- Registration Closed
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 Approved)
Ryan Pendleton, CFO/Treasurer, Akron City Schools
9:15 a.m.
Break
9:30 a.m.
Module 2: Introduction to Forecasting
Module 3: Enrollment Projections (CPIM Approved)
Becky Jenkins, Treasurer/CFO, New Albany-Plain Local Schools, and OASBO Past President
Kristine Blind, CFO/Treasurer, London City Schools
10:30 a.m.
Break
10:45 a.m.
Module 4.1: Forecasting Revenues
Local Property and Income Taxes (CPIM Approved)
Meghan Sullivan-Homsher, Consultant, Frontline Education
12:00 p.m.
Lunch
12:45 p.m.
Module 4.2: Forecasting Revenue
Calculating & Projecting the Components of State Aid (CPIM Approved)
Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President, and Retired Treasurer
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 Approved)
Kent Zeman, Treasurer/CFO, Lakewood City Schools
3:15 p.m.
Adjourn
Day 2
8:30 a.m.
Module 5.1: Forecasting Expenditures
Salaries and Wages (CPIM Approved)
Ernie Strawser, Senior Vice President, Frontline Education; OASBO Past President, Retired Treasurer
Ryan Ghizzoni, Consultant, Frontline Education; and OASBO Past President
Module 5.2: Forecasting Expenditures
Retirement and Insurance Benefits (CPIM Approved)
Ernie Strawser, Senior Vice President, Frontline Education; OASBO Past President, Retired Treasurer
Ryan Ghizzoni, Consultant, Frontline Education; and OASBO Past President
10:00 a.m.
Break
10:15 a.m.
Module 5.3: Forecasting Expenditures
Other Expenditures (CPIM Approved)
Adam Zink, Assistant Treasurer, Lakota Local SD
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 Approved)
Ernie Strawser, Senior Vice President, Frontline Education; OASBO Past President, Retired Treasurer
Ryan Ghizzoni, Consultant, Frontline Education; and OASBO Past President
12:15 p.m.
Lunch
1:00 p.m.
Module 6: Cash Flow, Fiscal Caution, Watch and Emergency (CPIM Approved)
Chris Mohr, K-12 Business Consulting, Inc.; OASBO Past President, and Retired Treasurer
2:00 p.m.
Break
2:15 p.m.
Module 7: Analytics (CPIM Approved)
Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Local Schools
Jeff Dornbusch, Treasurer, Port Clinton City Schools
3:15 p.m.
Course Review
3:30 p.m.
Adjourn
Ryan Pendleton
Executive Director, Shared Service Alliance (SSA)
Ryan Pendleton is the Executive Director of the Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.
Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups. As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula. His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.
Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.
Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.
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 ten+ 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.
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.
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.
Chris Mohr
K12 Business Consulting, Inc., OASBO Past President and Retired Treasurer
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.
Kent Zeman
Treasurer/CFO, Lakewood City Schools
Kent R. Zeman, the present Treasurer for Lakewood City School District, has held that position since December 1, 2013. Prior to assuming that position, Mr.Zeman was Treasurer of the Board of Education of the Avon Local School District for nine years, Treasurer for the Board of Education for the Olmsted Falls CitySchool District for three years, and Treasurer for the Clearview Local SchoolDistrict for three and one-half years. Kent’s professional memberships include the American Society of Certified Public Accountants, The Ohio Society of Certified Public Accountants, and the Ohio Association of School Business Officials.
Ernie Strawser
Senior Vice President, Frontline Education; OASBO Past President, Retired Treasurer
Ernie Strawser, Senior Vice President with Frontline Education (formerly Forecast5), has over 30 years of public finance experience as a CFO, consultant, developer and instructor of forecasting techniques and tools. Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.
Ryan Ghizzoni
National Senior Manager of Business Analytics, Frontline Education
Ryan Ghizzoni, National Senior Manager of Business Analytics, began his career in finance at the Auditor of State’s Office, and served over 15 years as a school district treasurer before switching to the private sector to provide solutions and support on a larger scale. During his CFO career, he has been the recipient of several ‘Association of School Business Officials’ International Meritorious Budget Awards and was the recipient of the ‘Ohio Association of School Business Officials’ 2011 Outstanding Treasurer of the Year Award. Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.
Adam Zink
Treasurer/CFO, Lakota Local SD (Liberty Township)
Adam Zink is currently the Treasurer/CFO at Lakota Local Schools in Butler County. Prior to his current position he served as the Assistant Treasurer at Lakota for six years. Mr. Zink also served as Treasurer/CFO at Hillsboro City Schools, and Ripley Union Lewis Huntington Local School District. He is the past-president of the Ohio Valley OASBO chapter. Adam also works as a Consultant with K-12 Business Consulting assisting treasurers with development of the five-year forecast, negotiation models, and other fiscal reporting.
Cajon Keeton
Treasurer/CFO, Benton Carroll Salem Local SD
Cajon Keeton is the Treasurer for the Benton-Carroll-Salem School District in Northwest Ohio. Prior to becoming a Treasurer, Cajon spent 5 years in the classroom as a business and technology teacher. He has a passion for school finance, as well as teaching and learning.
Mr. Keeton holds a B.A. in Education (Bowling Green State University) and a M.A. in Educational Administration (Tiffin University).
Jeff Dornbusch
Treasurer/CFO, Port Clinton City Schools
Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio. He also serves on his local school board as well as a member of the board of directors for his local community hospital.
Prior to becoming a Treasurer Jeff spent 15 years in the private sector as a corporate controller. He also has a business education teacher license and holds a Master’s degree in Educational Administration.
Jeff also runs Golden Gate Financial Services, LLC which provide financial consultations to public schools in Ohio.