
BOOTCAMP - Essentials of Financial Management & Administration 2023-2024
Includes a Live In-Person Event on 07/10/2023 at 8:00 AM (EDT)
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
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