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

CFO, Akron Public Schools

Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

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 three 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

OASBO Past President and Retired Treasurer, K12 Business Consulting

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

Consultant, OASBO Past President

Frontline Education

Ryan began his career with the Auditor of State’s Office and has served as a school district treasurer for the 16 years. He currently is a Senior Analytical Advisor for Frontline Education (formerly Forecast 5).

During his career, he has also served as Treasurer/CFO of the Stow Munroe Falls City School District, the Lorain City School District, the Fairview Park City School District, Berea City School District and Austintown Local School District.  He has been the recipient of 9 Association of School Business Officials International Meritorious Budget Awards (ASBO) and was the recipient of the Ohio Association of School Business Officials 2011 Outstanding Treasurer of the Year Award.   He is a past President of the Ohio Association of School Business Officials, previously chaired the ASBO Meritorious Budget Award Advisory Committee and has served on numerous local, state and national committees.  Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.

Adam Zink

Assistant Treasurer, Lakota Local SD (Liberty Township)

Adam Zink has spent the last three years as the Assistant Treasurer of the Lakota Local School District. Mr. Zink also served for two and a half years as Treasurer/CFO of the Hillsboro City School District.  He is the past-president of the Ohio Valley OASBO chapter. 

Cajon Keeton

Treasurer/CFO, Benton Carroll Salem Local Schools

Cajon Keeton is the Treasurer for the Benton-Carroll-Salem School District in Northwest Ohio and is the current Vice-President of the OASBO Board. 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. 

Jeff Dornbusch

Treasurer/CFO, Port Clinton City Schools

Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio and is the current Chairmen of the OASBO Ed Finance Committee.  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)   |  75 minutes
07/19/2022 at 8:00 AM (EDT)   |  75 minutes 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)   |  60 minutes
07/19/2022 at 9:30 AM (EDT)   |  60 minutes 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)   |  75 minutes
07/19/2022 at 10:45 AM (EDT)   |  75 minutes 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)   |  75 minutes
07/19/2022 at 12:45 PM (EDT)   |  75 minutes 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)   |  60 minutes
07/19/2022 at 2:15 PM (EDT)   |  60 minutes 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)   |  90 minutes
07/20/2022 at 8:30 AM (EDT)   |  90 minutes 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.
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 5.3 - Forecasting Expenditures - Other Expenditures
07/20/2022 at 10:15 AM (EDT)   |  45 minutes
07/20/2022 at 10:15 AM (EDT)   |  45 minutes 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.
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 5.3 - Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items
07/20/2022 at 11:15 AM (EDT)   |  60 minutes
07/20/2022 at 11:15 AM (EDT)   |  60 minutes Meeting ID: 878 5340 8454 Passcode: 510755
CPIM Code - Module 5.3 - Multi-Year
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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 6 - Cash Flow, Fiscal Caution, Watch and Emergency
07/20/2022 at 1:00 PM (EDT)   |  60 minutes
07/20/2022 at 1:00 PM (EDT)   |  60 minutes Meeting ID: 868 1120 4399 Passcode: 561756
CPIM Code - Module 6
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Module 7 – Analytics &course review
07/20/2022 at 2:15 PM (EDT)   |  75 minutes
07/20/2022 at 2:15 PM (EDT)   |  75 minutes Meeting ID: 838 9607 6573 Passcode: 774466
CPIM Code - Module 7
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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