CE Region Fall School Finance Workshop 2024-2025

Includes Multiple Live Events. The next is on 09/12/2024 at 8:30 AM (EDT)

Date: 09/12/2024

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

Fee: $100 (Member) / $200 (Non-Member)

This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.

Seminar Director: Kyle Smith, Treasurer, Bexley City Schools; and OASBO Central Region Director


Agenda

8:30 a.m.
Auditor of State Update
(CPIM Approved)
Tom Dusek, Ohio Auditor of State

9:30 a.m.
Break

9:45 a.m.
Economic and Market Update
(CPIM Approved)
Ryan Nelson, RedTree Investment Group

10:45 a.m. 
Break

11:00 a.m.
Ohio Department of Education & Workforce Update
(CPIM Approved)
Aaron Rausch, Ohio Department of Education & Workforce

12:00 p.m.
Lunch

12:30 p.m.
Legislative Hot Topics
(CPIM Approved)
Katie Johnson, OASBO 

1:30
Break

1:45 p.m. 
Property Tax Discussion 
(CPIM Approved)
Chris Kline, Lawrence County Deputy Auditor

3:45 p.m. 
Conclusion and Q&A

Tom Dusek

Senior Audit Manager, Ohio Auditor of State

Tom Dusek is a Senior Audit Manager with the Central Region of the Auditor of State’s Office.  He has worked for the Auditor of State’s Office going on 17 years previously working in Summit, Stark, Wayne, Ashland, Richland, and Crawford counties.  He is currently based out of Knox , Morrow, Licking, and Franklin counties.  He grew up just north of Lodi, Ohio and graduated from the Cloverleaf Local School District in 2002.  He graduated from Kent State University in 2007 with a Bachelors degree in accounting.  He is happily married to his wonderful wife Megan and father to a precocious and beautiful nine year old girl named Ruby.  He is both an avid reader of fiction and also an obsessive car enthusiast.

Ryan Nelson

Managing Principal & Portfolio Manager, RedTree Investment Group

Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee. 

Aaron Rausch

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. 

Katie Johnson, Esq.

Executive Director, OASBO

Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as past President of the Ohio Chapter of Women in Public Finance.

Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

Chris Kline

Lawrence County Deputy Auditor

Key:

Complete
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CE Region Fall School Finance Workshop 2024-2025
09/12/2024 at 8:30 AM (EDT)   |  7 hours, 15 minutes  |  Attendance Required
09/12/2024 at 8:30 AM (EDT)   |  7 hours, 15 minutes  |  Attendance Required
CE Region: Fall School Finance - AOS Update
09/12/2024 at 8:30 AM (EDT)  |  60 minutes
09/12/2024 at 8:30 AM (EDT)  |  60 minutes
CE Region: Fall School Finance - Economic and Market Update
09/12/2024 at 9:45 AM (EDT)  |  60 minutes
09/12/2024 at 9:45 AM (EDT)  |  60 minutes
CE Region: Fall School Finance - ODEW Updates and State Foundation Funding
09/12/2024 at 11:00 AM (EDT)  |  60 minutes
09/12/2024 at 11:00 AM (EDT)  |  60 minutes
CE Region: Fall School Finance - Legislative Hot Topics
09/12/2024 at 12:30 PM (EDT)  |  60 minutes
09/12/2024 at 12:30 PM (EDT)  |  60 minutes
CE Region: Fall School Finance - Property Tax Discussion
09/12/2024 at 1:45 PM (EDT)  |  120 minutes
09/12/2024 at 1:45 PM (EDT)  |  120 minutes
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 back to OASBO.
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available