Bootcamp 2022: Essentials of Leadership

Includes a Live Event on 07/25/2022 at 8:20 AM (EDT)

Date: 07.25.2022
Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, OH 43082; and Online
Cost: Member: $100 | Non-Member: $200 

A course in leadership for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of characteristics of leadership and the role of the treasurer/CFO; school district management – relationship with the board of education and superintendent; district's strategic plan; management and development of staff; and advocacy and the legislative process.



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, 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
8:20 a.m.
Class Instruction and Introductions

8:30 - 9:30 a.m.
Module 1: Characteristics of Leadership and the Role of the CFO/Treasurer
Ryan Pendleton, Treasurer/CFO, Akron Public Schools
Randy Drewyor, Treasurer/CFO, Perrysburg Exempted Village Schools  

9:30 a.m. 
Break

9:45 - 10:45 a.m.
Module 2: School District Management – Relationship with the Board of Education and Superintendent 
Maria Rellinger, Treasurer/CFO, Apollo Career Center
Eric Soltis, Assistant Treasurer, Cleveland Heights-University Heights City Schools

10:45 a.m. 
Break

11 a.m. - 12 p.m.
Module 3: The District's Strategic Plan - Roles and Responsibilities of the CFO/Treasurer
Jenni Logan, Treasurer/ CFO, Lakota Local Schools
Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

    
12 p.m. 
Lunch

12:30 - 1:30 p.m.
Module 4: The CFO/Treasurer's Office - Management and Development of Staff
Kristine Blind, Treasurer/CFO, London City Schools
Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools
Cooper Martin, Treasurer, Richmond Heights Local Schools

1:30 p.m.
Break

1:45 - 2:45 p.m.
Module 5: Advocacy and the Legislative Process
Katie Johnson, Deputy Executive Director, OASBO

2:45 p.m
Wrap-up

3:00 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. 

Randy Drewyor

Treasurer/CFO, Huron City Schools

Randy joined the Huron City School District team beginning service in June 2019 as Treasurer/CFO for the district.  Randy comes to Huron City after serving as Treasurer/CFO for the Bright Local School District since August of 2016. Randy has used his skills as an educator in management & finance and business leader to improve fiscal office and district operations and improve communications with the Board of Education and public.

Maria Rellinger

Treasurer/CFO, Apollo Career Technical Center

The Apollo Career Center Board of Education announced the appointment of Maria Rellinger as Treasurer/CFO of the Apollo district August 2017. Rellinger has served as the Treasurer/CFO of Paulding Exempted Village Schools since 2009.

Prior to her tenure with the Paulding district, Rellinger was the treasurer for Continental Local School District, and also served as an auditor for the Auditor of State of Ohio. Her professional affiliations are extensive including Ohio Association of School Business Officials, Board of Directors; Southwestern Ohio Educational Purchasing Council, Board of Directors; and Superior Credit Union Board of Directors.

She obtained a Bachelor of Science degree in Business Administration from Ohio Northern University, and an MBA from the University of Findlay.

Rellinger was raised in Delphos, Ohio and currently resides in Kalida, Ohio with her husband Bruce and two children.  

Eric Soltis

Assistant Treasurer, Cleveland Heights-University Heights City SD

Eric Soltis has been the Assistant Treasurer at Cleveland Heights-University Heights City School District since August of 2019, a position where he helps oversee a budget of over $100 million.  He takes great pride in properly handling the day-to-day financial operations of an organization as a public service to taxpayers.  Prior to his current position, Eric served as Treasurer/CFO at Xenia Community Schools and Treasurer/CFO at Pike-Delta-York Local School District.

Eric has been a member of OASBO since 2012 and has volunteered in a number of capacities throughout the years, including serving on committees, presenting, writing articles, and developing curriculum.

He earned a Bachelor of Science degree in Technology and an MBA, both from Bowling Green State University.

Jenni Logan

Treasurer/CFO, Lakota Local School District

Jenni Logan is the Treasurer/CFO of the Lakota Local School District in Butler County.  She has held this position since January of 2011.  Prior to that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

Amy Gioffredo

Treasurer/CFO

Amherst Exempted Village Schools

AmeliaGioffredo is the Treasurer/CFO in the Amherst Exempted Village SchoolDistrict. Amelia oversees the Treasurer's Office and is directlyresponsible for Amherst's financial operations.

Before coming to Amherst, Amelia was the Treasurer/CFOof Fremont City Schools for over three years.  Previously, she served asAssistant Treasurer at Strongsville City Schools for five years.

Amelia receivedher undergraduate degrees from Bowling Green State University, earning aBusiness degree in Accounting and Arts & Sciences degree in FashionMerchandising.  She is currently attending Baldwin Wallace University,working towards an MBA in Business Analytics. Amelia has been involved inOASBO, and has served on a number of committees, served as Chapter officerand committee chair.  

Amelia is the proud mother of Joey and Ben, who are very activeteenagers who love the outdoors.  When not working, she is often takingthem to skate parks to ride scooters and trick bikes.

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.

Dawn Jacobs

Treasurer/CFO, Van Buren Local Schools

Jacobs had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November.

Jacobs began her career in educational finance as assistant treasurer for Anthony Wayne Local Schools in 1993 and has worked in finance for a variety of Ohio school districts since, including the Lucas County Educational Service Center, Bucyrus City School District and Otsego Local School District.

Jacobs earned a bachelor of science degree in business administration and a master’s of business administration from Heidelberg University. She also holds an Ohio School treasurer’s license from the Ohio Department of Education and a School Finance and Operations Certification through the Association of School Business Officials International.

Katie Johnson, Esq.

Deputy Executive Director, OASBO

Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, Katie serves as the advocacy lead for the association and as in-house legal counsel, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she develops curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Prior to joining OASBO, Katie represented school districts as a public finance attorney, focusing her practice on serving as bond counsel and underwriter's counsel in debt and lease financings and as general counsel for Ohio political subdivisions. Specifically, Katie worked with school districts on bond issues, note issues, leases, tax levies, public records and other matters of concern to school business officials.

Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as President of the Ohio Chapter of Women in Public Finance. 

Key:

Complete
Failed
Available
Locked
Live In-Person Event and/or Virtual via Zoom Links
07/25/2022 at 8:00 AM (EDT)   |  7 hours, 30 minutes
07/25/2022 at 8:00 AM (EDT)   |  7 hours, 30 minutes
Introductions & Module 1: Characteristics of Leadership and the Role of the CFO/Treasurer
07/25/2022 at 8:20 AM (EDT)   |  70 minutes
07/25/2022 at 8:20 AM (EDT)   |  70 minutes Meeting ID: 878 7220 9160 Passcode: 678813
Module 2: School District Management – Relationship with the Board of Education and Superintendent
07/25/2022 at 9:45 AM (EDT)   |  60 minutes
07/25/2022 at 9:45 AM (EDT)   |  60 minutes Meeting ID: 850 3306 2567 Passcode: 929919
Module 3: The District's Strategic Plan - Roles and Responsibilities of the CFO/Treasurer
07/25/2022 at 11:00 AM (EDT)   |  60 minutes
07/25/2022 at 11:00 AM (EDT)   |  60 minutes Meeting ID: 859 0579 1729 Passcode: 332779
Module 4: The CFO/Treasurer's Office - Management and Development of Staff
07/25/2022 at 12:30 PM (EDT)   |  60 minutes
07/25/2022 at 12:30 PM (EDT)   |  60 minutes Meeting ID: 878 7450 3820 Passcode: 598187
Module 5: Advocacy and the Legislative Process
07/25/2022 at 1:45 PM (EDT)   |  75 minutes
07/25/2022 at 1:45 PM (EDT)   |  75 minutes Meeting ID: 859 6570 1947 Passcode: 038924