Certificate of Transition Webinar

Includes a Live Web Event on 05/01/2025 at 12:00 PM (EDT)

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Date: 05/01/2025

Location: Online via Zoom

Fee: $0 (Member) / $55 (Non-Member)

The Certificate of Transition is a mandatory document for all Ohio fiscal officers, including school district treasurers/CFOs. It ensures that successors receive a comprehensive and accurate list of items as required by statute and prescribed by the Auditor of State. The primary goal of the Certificate of Transition is to provide incoming fiscal officers with essential files and documents related to planning, obligations, and responsibilities, facilitating a smooth and efficient transition. Creating a Certificate of Transition is not only a statutory requirement but also a best practice for establishing a common vocabulary and understanding of the most critical functions of fiscal operations. Given the numerous responsibilities of a fiscal officer, which can evolve over time, it is reasonable to assume that key elements might be overlooked during any transition, whether sudden or standard. To set your successor up for success, it is crucial to have a Certificate of Transition in place.

Jeremy Buskirk

Senior Manager, Baker Tilly Municipal Advisors, LLC

Jeremy is a senior manager with the Ohio team of Baker Tilly Municipal Advisors. He has over 15 years of Ohio school experience, serving as treasurer/CFO and other administrative roles, as well as experience performing financial and compliance audits for government entities. During his time with both Baker Tilly and school districts, he has participated in numerous bond and note issuances.

Jeremy received his B.A. from Spring Arbor Universityin 2005 and his Masters of Business Administration from Mount Vernon NazareneUniversity in 2009.

Jeremy is also active in his community as a member ofthe board of directors for the Big Walnut Chamber of Commerce.