BOOTCAMP - Essentials of Business Operations 2023-2024

  • Registration Closed

Date: 07/20-21/2023

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

Fee: $200 (Member) / $400 (Non-Member)

A course in business operations for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or a refresher. This course will provide school business professionals with information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food and nutrition.

*Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

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

8:30 a.m.
Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) 
(CPIM Pending)
Travis Thompson, Director, Risk Management, Hylant Administrative Services Team
Nancy Them, Risk Control Manager, SORSA

Standards: 1.2, 1.4-1.5, 3.3; 4.2

9:30 a.m.
Break
 
9:45 a.m.
Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other) 
(CPIM Pending)
Travis Thompson, Director, Risk Management, Hylant Administrative Services Team
Nancy Them, Risk Control Manager, SORSA

Standards: 1.2, 1.4-1.5, 3.3; 4.2

10:45 a.m.  
Break

11:00 a.m.  
Module 1: Workers Compensation
Tony Sharrock, AVP Client Services, Sedgwick     
Rejeana Woolum-Napier, Client Services Manager, Sedgwick

Standards: 1.2, 1.4-1.5, 3.3; 4.2         

12:00 p.m.  
Lunch

12:45 p.m.
Module 2: School Safety & Security, NIMS, and School Emergency Management Plans
Dan Romano, Treasurer/CFO, West Clermont Local Schools

Standards: 1.1-1.2; 4.3; 5.3

1:45 p.m.
Break

2:00 p.m.
Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
Travis Thompson, Director, Risk Management, Hylant Administrative Services Team

Standards: 1.1-1.2; 4.3; 5.3

3:00 p.m.
Break 

3:15 p.m. 
Module 2: IT Security 

Tom Munson, Director of Strategic Partnerships, DataServ/ShareOhio   
Tom Mitchell, CEO, Bonefish Systems 

Standards: 1.1-1.2; 4.3; 5.3

4:15 p.m.  
Adjournment


Day 2

8:30 a.m.
Module 3: Facilities Utilization, Inventory and Capital Assets 
Todd Puster, Treasurer/CFO, Orange City Schools
Chris Passarge, Chief Operations Officer, Lakota Local Schools 

Standards: 1.2-1.4; 2.3; 3.1, 3.3-3.4

9:30 a.m.
Break

9:45 a.m.
Module 4: Bidding, Contracts, 412 Certificates
Chris McCloskey, Attorney, Bricker Graydon LLP  

Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

10:45 a.m.  
Break

11:00 a.m.
Module 4: School Facilities & Construction 
Chris McCloskey, Attorney, Bricker Graydon LLP
Chris Passarge, Chief Operations Officer, Lakota Local Schools
Jeff Eble, Director of Business, Worthington City Schools

Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

12:00 p.m. 
Lunch

12:45 p.m.
Module 5: Transportation - Transportation Modules
Beth Weber, Treasurer/CFO, Sycamore Community Schools
Randy Snyder, Transportation Manager, Westerville City Schools

Standards: 2.1-2.4; 5.3

1:45 p.m.  
Break

2:00 p.m.
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing  
Beth Weber, Treasurer/CFO, Sycamore Community Schools
Randy Snyder, Transportation Manager, Westerville City Schools

Standards: 2.1-2.4; 5.3

3:00 p.m.
Break

3:15 p.m.
Module 6: Food & Nutrition
Linda Eichenberger, Director of Unified Purchasing, Unified Purchasing Cooperative, Hamilton County ESC

Standards: 2.1-2.4; 5.3

4:15 p.m. 
Adjourn

Travis Thompson, CPSI

Director of Risk Management, Ohio School Plan

Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System

Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

Nancy Them

Loss Control Manager, SORSA

Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.

Tony Sharrock

AVP of Client Services, Sedgwick

Sedgwick

Tony began his Ohio workers’ compensation career in 1997 managing a small but mighty Business Services team of colleagues.  He joined CompManagement, now Sedgwick, in 2009 as a Senior Analyst in their Rates and Underwriting Department.  In 2011 he transitioned to Client Services where he had oversight responsibilities of the Ohio SchoolComp Program, and he currently serves as AVP of Client Services with oversight responsibilities of many prominent Ohio workers’ compensation programs in both the private and public sectors.

Rejeana Woolum-Napier

Client Services Manager, Sedgwick

Rejeana Woolum-Napier is a Client Services Manager for Sedgwick. Rejeana has more than twenty years of experience in the Ohio Workers' Compensation industry; working with Ohio employers on claim resolution, cost containment strategies and overall risk management.  Currently, Rejeana works with various organizations and trade associations offering the best possible solutions within their current workers’ compensation programs. 

Prior to her current role, Rejeana has also worked in human resources, medical case management and safety consulting. During this time, she worked directly with Ohio employers regarding claim mitigation strategies, treatment authorizations, safe and timely return to work as well as on-site safety inspections. She also previously served on the Executive Board for the Safety Council of Greater Columbus.

Rejeana majored in political science at Columbus State Community College and has also completed extensive training in medical management and safety. She currently holds OSHA certifications in both construction and general industry. 
 

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.

Tom Munson

Director of Strategic Partnerships, DataServ/ShareOhio

Tom Munson the Director of Strategic Partnerships with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 40 year career working in the public sector with focus on education.

Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training

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.

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 Passarge

Chief Operations Officer, Lakota Local Schools (Liberty Township)

Christopher Passarge is the Executive Director of Business Operations for the Lakota Local School District which is the eighth largest public school district in the State of Ohio. He is the senior operations executive for the district with responsibilities for facilities and construction management, food service, transportation, technology, procurement, and athletic operations.

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.  

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.  

Randy Snyder

Transportation Manager, Westerville City Schools & OAPT Past President

Randy Snyder is Transportation Manager for Westerville City Schools, accountable for the overall transportation operation of the district, which is located in Central Ohio. Mr. Snyder has almost twenty years of experience in pupil transportation of which eighteen have been in administration and department management. Westerville’s transportation department is comprised of 101 school bus routes, twenty MyVan routes that serve students with specialized transportation needs, four office support staff, eight mechanics, and three assistant managers.

Mr. Snyder believes that a safe and successful transportation operation must include excellent recruiting, training, equipping, and the empowering of its employees. Transportation professionals play a vital role in the educational process and are important members of the communities in which they serve. He also believes that all school business professionals should seek to better understand their district’s transportation operations and find ways to support and encourage their team members whose charge is to oversee their transportation operations.

Currently, Mr. Snyder serves as Immediate Past President of the Ohio Association for Pupil Transportation (OAPT). He continues to serve as the communication and technology committee chair and serves as the election committee chair. Along with the other OAPT Board members, he helped lead their association and its members through the COVID-19 pandemic.

Linda Eichenberger

Director of Unified Purchasing, Unified Purchasing Cooperative, Hamilton County ESC

Linda spent 35 years as a Child Nutrition Director working at Deer Park Schools and Oak Hills Local School District in Cincinnati. She earned a bachelor’s degree from The College of Mount St Joseph in Dietetics and a master’s degree from Miami University in Food Management.

 She is a past president of SNA of Ohio and Secretary/Treasurer of National SNA. She has served on numerous boards and committees at both the state and national levels of SNA. Linda is still active on SNA of Ohio’s board. 

She served on the OASBO executive board as the At-Large Director Food & Nutrition Representative from 2012-2018. She was honored to be Outstanding Food and Nutrition Director of the year in 2014. An award given by OASBO.

She has presented at many conferences both at the state and national levels of SNA. Presently she is the Director of Unified purchasing Cooperative.

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BOOTCAMP - Essentials of Business Operations 2023-2024
07/20/2023 at 8:30 AM (EDT)   |  1 day, 7 hours, 30 minutes  |  Attendance Required
07/20/2023 at 8:30 AM (EDT)   |  1 day, 7 hours, 30 minutes  |  Attendance Required
EBO: Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability)
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
EBO: Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other)
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
CPIM Code - Risk Management - Defining Risk & Financing Risk (Property & Liability) (Automobile, Excess Cost & Other)
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.
EBO: Module 1: Workers Compensation
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
EBO: Module 2: School Safety & Security, NIMS and School Emergency Management Plans
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
EBO: Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
EBO: Module 2: IT Security
Recorded 07/20/2023  |  60 minutes
Recorded 07/20/2023  |  60 minutes
EBO: Module 3: Facilities Utilization, Inventory and Capital Assets
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
EBO: Module 4: Bidding, Contracts, 412 Certificates
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
EBO: Module 4: School Facilities & Construction
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
EBO: Module 5: Transportation - Transportation Modules
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
EBO: Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
EBO: Module 6: Food & Nutrition
Recorded 07/21/2023  |  60 minutes
Recorded 07/21/2023  |  60 minutes
Course Survey
7 Questions
Contact Hours
12.00 Contact Hours credits  |  No certificate available
12.00 Contact Hours credits  |  No certificate available