BOOTCAMP - Essentials of Financial Management & Administration 2023-2024

Date: 07/10-11/2023

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

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

A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or for all types of business officials. This course will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, reconciliation, cash flow, and investments.

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

Agenda

Day 1

8:30 a.m.
Program Orientation, Introductions, and Networking

9:15 a.m.
Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer

10:45 a.m. 
Break

11:00 a.m. 
Module 2: Governing Laws, Regulations and Policies (CPIM Pending)

12:00 p.m.
Lunch

12:45 p.m.
Module 2: Governing Laws, Regulations and Policies, continued (CPIM Pending)

1:45 p.m.
Break

2:00 p.m.
Module 3: Ethics (CPIM Pending)
 
3:00 p.m.
Adjourn

Day 2

8:30 a.m.
Module 4: Fund Accounting & USAS Coding (CPIM Pending)

9:30 a.m. 
Break

9:45 a.m
Module 5: Purchasing (CPIM Pending)

10:45 a.m.
Break

11:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Pending)   

12:00 p.m. 
Lunch

12:45 p.m.
Module 6: Student Activity Programs (CPIM Pending)

1:45 p.m.
Break

2:00 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Pending)

3:00 p.m.
Break

3:15 p.m.
Module 7: Investment Basics (CPIM Pending)

4:15 p.m.
Adjourn