BOOTCAMP - Essentials of Business Operations 2024-2025

Recorded On: 08/06/2024

Date: 08/06 & 07/2024

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

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

Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

A course in business operations for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or 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 Approved)
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 Approved)
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  
            
Kiesha Martin, Client Service Representative, Sedgwick Managed Care Ohio 

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 
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 
Ted Roseberry, Director of Business Operations, Orange City 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
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
Bill Andexler, Transportation Consultant, North Coast Shared Services Alliance (NCSSA)
Jennifer Sudhoff, Fiscal Operations Coordinator, North Coast Shared Services Alliance (NCSSA)

Standards: 2.1-2.4; 5.3

1:45 p.m.  
Break

2:00 p.m.
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
Bill Andexler, Transportation Consultant, North Coast Shared Services Alliance (NCSSA)
Jennifer Sudhoff, Fiscal Operations Coordinator, North Coast Shared Services Alliance (NCSSA)

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.

Kiesha Martin

Client Services Representative, Sedgwick MCO

Kiesha Martin has been an Account Executive with Sedgwick MCO since 2018, dedicated to simplifying the managed care process by assisting with controlling cost, client education and safety management programs.  Kiesha received a bachelor’s degree from Ohio Dominican University.  Kiesha has over 25 years’ experience in the workers compensation industry from claims management, hearings, self-insured and account management. 

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

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.

Ted Roseberry

Director of Business Operations, Orange City Schools

Ted Roseberry is a graduate of the University of Kentucky.  He is currently the Director of Operations and Business Affairs at Orange City Schools where he has served since 2017.  Previously, he was the Business Manager at Chardon Local Schools and Painesville City Schools. He has been in education since 1998 and an administrator since 2004. He is a proud father of two children.

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.  

William Andexler

Transportation Consultant, Shared Services Alliance (SSA)

William Andexler is a transportation consultant at North Coast Shared Services Alliance (NCSSA), a division of the Educational Service Center of Northeast Ohio. He has more than 25 years of experience in school transportation. His primary areas of expertise include ensuring transportation compliance, optimizing efficiency, managing routes, generating reports, and maintaining a fleet, all while prioritizing student safety.


Jennifer Sudhoff

Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

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.

Key:

Complete
Failed
Available
Locked
BOOTCAMP - Essentials of Business Operations 2024-2025
08/06/2024 at 8:30 AM (EDT)   |  1 day, 7 hours, 45 minutes  |  Attendance Required
08/06/2024 at 8:30 AM (EDT)   |  1 day, 7 hours, 45 minutes  |  Attendance Required
EBO - Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability)
08/06/2024 at 8:30 AM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 8:30 AM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other)
08/06/2024 at 9:45 AM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 9:45 AM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 1: Workers Compensation
08/06/2024 at 11:00 AM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 11:00 AM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 2: School Safety & Security, NIMS, and School Emergency Management Plans
08/06/2024 at 12:45 PM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 12:45 PM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
08/06/2024 at 2:00 PM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 2:00 PM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 2: IT Security
08/06/2024 at 3:15 PM (EDT)  |  Recorded On: 08/06/2024
08/06/2024 at 3:15 PM (EDT)  |  Recorded On: 08/06/2024
EBO - Module 3: Facilities Utilization, Inventory and Capital Assets
08/07/2024 at 8:30 AM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 8:30 AM (EDT)  |  Recorded On: 08/07/2024
EBO - Module 4: Bidding, Contracts, 412 Certificates
08/07/2024 at 9:45 AM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 9:45 AM (EDT)  |  Recorded On: 08/07/2024
EBO - Module 4: School Facilities & Construction
08/07/2024 at 11:00 AM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 11:00 AM (EDT)  |  Recorded On: 08/07/2024
EBO - Module 5: Transportation - Transportation Modules
08/07/2024 at 12:45 PM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 12:45 PM (EDT)  |  Recorded On: 08/07/2024
EBO - Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
08/07/2024 at 2:00 PM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 2:00 PM (EDT)  |  Recorded On: 08/07/2024
EBO - Module 6: Food & Nutrition
08/07/2024 at 3:15 PM (EDT)  |  Recorded On: 08/07/2024
08/07/2024 at 3:15 PM (EDT)  |  Recorded On: 08/07/2024
Course Survey
7 Questions
CPIM Submission Form
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit.
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit. The Treasurer of State’s office is implementing a new system for submitting for CPIM credits. With this system, attendees will no longer be able to access their MyCPIM accounts as of August 1, 2024. For the new process, please download the interactive PDF and complete all information fields. Once the form is filled out, please send the form directly to TOS.
Contact Hours
12.00 Contact Hours credits  |  No certificate available
12.00 Contact Hours credits  |  No certificate available