BOOTCAMP - Essentials of School Funding & Finance 2023-2024
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, Ohio Department of Education Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.
*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 email@example.com that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.
Module 1: History of School Funding in Ohio
Jenni Logan, Treasurer/CFO, Ross Local Schools
Module 2: Local Taxation - Property Taxes and Millage Rates (Property Values, Levies, Rates and Reduction Factors, Income Tax and Debt Limitations) (CPIM Approved)
Meghan Sullivan-Homsher, Consultant, Frontline Education
Stacy Overly, Consultant, Frontline Education
Standards: 1.1, 1.3-1.6; 2.1-2.4; 3.1-3.2; 4.1-4.3; 5.3
Module 3: Impacts on Local Tax Revenue (Board of Revisions, Abatements, TIFs, Enterprise Zones (EZs), CRAs and Other Development Incentives) (CPIM Approved)
Dan Schall, Municipal Advisor/Director, Bradley Payne Advisors
David Seed, Partner, Brindza McIntyre & Seed LLP
Standards: 1.1-1.5; 2.1, 2.4; 4.1-4.3; 5.3
Module 4: State Funding (Biennial Process, Foundation Formula, Guarantees, Components of Formula, Categorical Aid)
Aaron Rausch, Chief of Budget and School Funding, Ohio Department of Education
Standards: 1.2, 1.5; 2.3; 4.1; 5.3
Module 5: Debt Issuance (Role of the Professional, Steps in the Process, Types of Issuances, Disclosures, Ratings) (CPIM Approved)
Bradley Ruwe, Partner, Dinsmore & Shohl
Andrew Laskey, Director, RBC Capital Markets
Marvin Founds, Managing Director, Baker Tilly
Standards: 2.1-2.2, 2.4; 4.2-4.3
Module 6: EMIS (Why Data counts, compiling, validating, reporting, certifying district data) (CPIM Approved)
Jennalee Niese, Treasurer/CFO, Elmwood Local Schools
Standards: 1.2; 5.1-5.3
Module 7: Why Kids Count (Tuition, Excess Costs, SF6, SF14, Catastrophic Costs and More) (CPIM Approved)
Leanne Sidley, Area Coordinator, Region 8, Ohio Department of Education
Module 8: Grant Accounting & Management (State/Federal Grants, Supplant, Supplement, Maintenance of Effort, Indirect Costs, PCRs, FERs) (CPIM Approved)
Brian Jones, CFO, Ohio Department of Education
TJ Cusick, Treasurer/CFO, Worthington City Schools
Module 9: Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency (CPIM Approved)
Jack Webb, Treasurer/CFO, Gallia County Local Schools
Module 9: Annual Audits (CPIM Approved)
Jim Rader, Assistant Chief Auditor, Auditor of State's Office
Treasurer/CFO, Sycamore Community City Schools
Jenni Logan is the Treasurer/CFO of Sycamore Community City Schools. Prior to this, she was the treasurer/CFO at District Lakota Local School District January 2011 to August 2022. Before 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.
Meghan Sullivan Homsher
Senior Analytics Advisor, Frontline Education
Meghan Sullivan-Homsher joined Frontline Education on Feb. 1, 2022. She was previously with the Ohio Department of Taxation and has been a great resource to Ohio schools. Meghan had been with the Tax Analysis Division of ODT since 2005. Her responsibilities have included providing analysis of proposed legislation and contributing to department publications. Meghan’s specific areas of interest include property tax, school district income tax, and state/local revenue sharing.
Senior Analytics Advisor, Frontline Education
Stacy Overly provides direct financial services to clients. He has over 30 years of experience serving as school district treasurer, including 25 plus years of developing financial forecasting tools, and providing instruction and training opportunities attended and used by over two hundred of Ohio’s public school treasurers. Stacy works with clients to analyze trends and review local economic data to help determine a long-term operating strategy for the organization. He holds his Master of Business Administration and his Bachelor of Business Administration in Finance from Ohio University.
Municipal Advisor/Director, Bradley Payne Advisors
Mr. Schall joined Bradley Payne Advisors September, 2021. Prior to joining Bradley Payne, Mr. Schall lead the creation and build out of the Shared Resource Center, a council of governments designed to help public entities in Ohio develop and meet their financial goals. Dan started in corporate communication and finance before serving as a school treasurer for 22 years.
Dan specializes in long term financial planning for the public sector delivering creative and collaborative approaches to resourcing public projects and building sustainable capital plans.
Mr. Schall is a Registered Municipal Advisor, registered with the Municipal Securities Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC). He currently holds a Series 50 license and is a licensed school Treasurer in the State of Ohio.
Mr. Schall received a Bachelor of Business Administration Degree from the University of Dayton with a concentration in Finance and a Masters in Business Administration from the Ohio State University.
Partner, Brindza McIntyre & Seed LLP
Mr. Seed devotes his practice to state and local taxation through the representation of boards of education in school finance matters, including tax valuation and classification, tax incentives, tax levy issues, and general financial issues. Mr. Seed practices extensively in administrative proceedings and litigation before county boards of revision, the State of Ohio Department of Taxation, the Ohio Board of Tax Appeals, courts of common pleas, courts of appeal, and the Ohio Supreme Court in real estate tax valuation and exemption matters.
Chief of Budget and School Funding, Department of Education & Workforce
Aaron Rausch is the Chief of Budget and School Funding at the Department of Education & Workforce (previously Ohio Department of Education), where he manages an agency budget of more than $17 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. Active in his community, Aaron serves as an advisory board member on the Columbus and Central Ohio Children’s Chorus Foundation, sings with the Choral Union at Capital University, and rides in Pelotonia every year.
Brad has over 26 years of experience in public finance, serving as Bond Counsel for state/local governments and nonprofit organizations and in tax-exempt leasing and stadium financings. He is regularly called upon to address governmental and quasi-governmental councils and boards on public finance issues, including the State of Ohio, GFOA, OASBO, counties, municipalities, treasurers, trustees, and the Ohio Municipal League. He is a member of the National Association of Bond Lawyers (former Tax-Exempt Leasing Panel Chair) and the Association of Governmental Leasing & Finance (Salmon P. Chase College of Law - J.D. 1996; Xavier University - B.S.B.A. 1992).
Vice President, Public Finance, RBC Capital Markets
Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets.
Mr. Laskey has worked at RBC Capital Markets since July of 2006. Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.
Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities. Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati.
Mr. Laskey attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. Mr. Laskey is a Registered Securities Representative, registered with the NASD and SEC
Treasurer, Elmwood Local SD
Jenalee comes with a full background of school expertise with 18+ years in the school system. Jenalee's prior positions range from clerical, discipline, guidance, career technical, special education, and last, but certainly not least - EMIS. She has found this broad array of school knowledge to be beneficial in her role as Treasurer and enjoys sharing her love of EMIS with others!
Area Coordinator, Region 8, Department of Education & Workforce
Leanne Ashby-Sidley is an Area Coordinator for the Department of Education & Workforce (previously Ohio Department of Education) Center for Advancing Professional Supports in the office of Field Services. She has been with the Department for over 15 years serving the State’s Region 8 of Lake, Geauga, Ashtabula, Trumbull, Mahoning, Portage and Summit counties. Prior to becoming an Area Coordinator Leanne was a District Treasurer for 8 years, a corporate accountant and worked in banking.
Executive Director Office of School Finance, Department of Education & Workforce
For the past 18 years of Brian’s 25 years of service, he has spent with the Department of Education & Workforce (previously Ohio Department of Education), as the Director of the Office of Grants Administration. The Office of Grants Administration is responsible for managing 80+ federal and state grants totaling $2 billion. This includes but not limited to reviewing cash requests and final expenditure reports, providing technical assistance, agency-wide risk assessment and subrecipient monitoring.
He is responsible for financial aspect of the department’s the e-grant system, (Comprehensive Continuous Improvement Plan - CCIP). In addition, his office has developed an online monitoring system (Compliance and Tracking System) which interact with other systems with the department.
Brian is also part of the agency’s leadership team to work with the state and federal audits and monitoring.
Prior to joining the department, Brian served as an Audit Supervisor with the Auditor of State and the Ohio Department of Development. During his time with the Auditor of State’s Office, he was in charge of the Department Human Services at both the state and county levels. While with the Department of Development he was responsible for financial/programmatic compliance audits and technical assistance to Cities, Counties and Non-Profits.
Treasurer/CFO, Worthington City Schools
TJ Cusick is the Treasurer for Worthington City School District. He has been with Worthington for 17 years and worked for a regional CPA firm prior to coming to Worthington. He is responsible for the day to day operations of the District, including budgeting, payroll and investment management. He is a licensed CPA in the state of Ohio, was an elected school representative for the Ohio GFOA, and recipient of the 2016 OASBO distinguished service award for his service providing continuing education for its members. He is originally from Steubenville, Ohio, married to Stacey, with one son and a killer pug.
Treasurer, Gallia County Local SD
Jack Webb worked for 16 years with the Auditor of State, Local Government Services, 8 years at Symmes Valley LSD and is currently the treasurer at Gallia County LSD.
Assistant Chief Auditor, Office of Ohio Auditor of State
James Rader is an Assistant Chief Auditor with the Ohio Auditor of State’s Central Region. He has a bachelor’s degree in Accounting from Ashland University and has been with the State Auditor’s Office since 2000. He currently is one of three chiefs that oversee the 15 counties in Central Ohio covered by the Central Region.