Certificate of Transition Webinar
Recorded On: 12/03/2021
- Registration Closed
Date: 12/03/2021, 1:00 p.m.
Location: Online
Fee: Free
The Certificate of Transition requires all Ohio fiscal officers, including school district treasurers/CFOs, to provide to their successors a complete and accurate list of items as required by statute and as prescribed by the Auditor of State. While this may seem intuitive, this structure gives both parties a common vocabulary to transition the most critical functions of fiscal operations. Many requirements are readily available but could change frequently. It is reasonable to conclude that managing this many details could result in a few overlooked items during an emotional, sudden, or even standard transition.
Marvin Founds
Director of Education Finance, Baker Tilly Municipal Advisors, LLC
Baker Tilly Municipal Advisors, LLC
Marvin Founds is a director and municipal advisor with Baker Tilly Municipal Advisors, LLC. He has been an education finance professional for over 30 years, serving as treasurer/CFO for various school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.
Through his longtime involvement in the field, Marvin has developed a statewide reputation for his range of knowledge in school finance. He has been a speaker and panelist at many conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances.
Marvin earned a Bachelor of Science Degree in Business Administration with a Finance concentration from The Ohio State University, and has two Master’s Degrees from Ashland University - Business Administration and Education.
Dan Hedden
Partner, CPA, Baker Tilly Municipal Advisors, LLC
Dan Hedden is a partner in the Baker Tillypublic sector practice group. Dan specializes in client services related tofinancial accounting and reporting, internal management reporting, andfinancial modeling. Dan works with clients to increase their utilization oftechnology and process management to assist governmental units in their effortsto provide better and more useful information to a wider range of users. Dan serveslocal governments, including schools, municipalities, counties, utilities,libraries, airports and regional districts. Dan is a Certified PublicAccountant (CPA) and is a registered Municipal Advisor with the Securities andExchange Commission.
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