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.

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Module 1 – Appropriations & Budgeting
07/19/2022 at 8:00 AM (EDT)  |  Recorded On: 07/20/2022
07/19/2022 at 8:00 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 896 4107 2522 Passcode: 811614
CPIM Code - Module 1
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Module 2 - Introduction to Forecasting; and Module 3 - Enrollment Projections
07/19/2022 at 9:30 AM (EDT)  |  Recorded On: 07/20/2022
07/19/2022 at 9:30 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 847 4030 4911 Passcode: 683877
CPIM Code - Modules 2 and 3
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Module 4.1 - Forecasting Revenues - Local Property and Income Taxes
07/19/2022 at 10:45 AM (EDT)  |  Recorded On: 07/20/2022
07/19/2022 at 10:45 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 811 0550 8172 Passcode: 596397
CPIM Code - Module 4.1
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Module 4.2 - Forecasting Revenue - Calculating & Projecting the Components of State Aid
07/19/2022 at 12:45 PM (EDT)  |  Recorded On: 07/20/2022
07/19/2022 at 12:45 PM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 819 6209 9301 Passcode: 741524
CPIM Code - Module 4.2
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Module 4.3 - Revenue Forecast - Other Major Revenues
07/19/2022 at 2:15 PM (EDT)  |  Recorded On: 07/20/2022
07/19/2022 at 2:15 PM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 893 4373 8786 Passcode: 712104
CPIM Code - Module 4.3
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Module 5.1 & 5.2 - Forecasting Expenditures - Salaries and Wages
07/20/2022 at 8:30 AM (EDT)  |  Recorded On: 07/20/2022
07/20/2022 at 8:30 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 884 3743 2872 Passcode: 130214
CPIM Code - Modules 5.1 and 5.2
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
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Module 5.3 - Forecasting Expenditures - Other Expenditures
07/20/2022 at 10:15 AM (EDT)  |  Recorded On: 07/20/2022
07/20/2022 at 10:15 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 896 1121 4750 Passcode: 823184
CPIM Code - Module 5.3 - Forecasting Expenditures
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
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Module 5.3 - Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items
07/20/2022 at 11:15 AM (EDT)  |  Recorded On: 07/20/2022
07/20/2022 at 11:15 AM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 878 5340 8454 Passcode: 510755
CPIM Code - Module 5.3 - Multi-Year
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Module 6 - Cash Flow, Fiscal Caution, Watch and Emergency
07/20/2022 at 1:00 PM (EDT)  |  Recorded On: 07/20/2022
07/20/2022 at 1:00 PM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 868 1120 4399 Passcode: 561756
CPIM Code - Module 6
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
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Module 7 – Analytics &course review
07/20/2022 at 2:15 PM (EDT)  |  Recorded On: 07/20/2022
07/20/2022 at 2:15 PM (EDT)  |  Recorded On: 07/20/2022 Meeting ID: 838 9607 6573 Passcode: 774466
CPIM Code - Module 7
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Course Survey
7 Questions
Contact Hour
11.50 Contact hour credits  |  No certificate available
11.50 Contact hour credits  |  No certificate available