Essentials of Budgeting & Forecasting 2025-2026

Date: 07/09-10/2025

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

Fee: $200 (Member) / $400 (Non-Member)

Please note: Registration for this course is in-person only. On-demand registration will be available following the course.

A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five-year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five-year forecast.

If you are also interested in college credit for this course, stay tuned for the link to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

Agenda - Day 1

9:00 a.m.
Module 1: Appropriations & Budgeting (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

10:00 a.m.
Break
 
10:15 a.m. 
Module 2: Introduction to Forecasting; and Module 3 - Enrollment Projections (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

11:30 a.m.
Lunch

12:15 p.m.
Module 4.1: Forecasting Revenues - Local Property and Income Taxes (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3  

1:45 p.m.
Break

2:00 p.m.
Module 4.2: Forecasting Revenue - Calculating & Projecting the Components of State Aid (CPIM Pending)
Standards: 1.1-1.6; 2.1-2.4; 4.1-4.3; 5.3

3:45 p.m.
Adjourn 

Day 2

8:00 a.m.

Module 5.1: Forecasting Expenditures - Salaries and Wages; and
Module 5.2: Forecasting Expenditures - Retirement and Insurance Benefits (CPIM Pending) 

10:15 a.m.
Break

10:30 a.m.
Module 5.3: Forecasting Expenditures - Other Expenditures (CPIM Pending) 

11:15 a.m. 
Break

11:30 a.m.
Module 4.3: Revenue Forecast - Other Major Revenues (Medicaid Reimbursement; Excess Cost; Tuition; Catastrophic Aid, Etc.); and
Module 5.3: Multi-Year Projections and Planning for Capital Outlay, Textbooks, Buses, and Other Major Items (CPIM Pending) 

12:30 p.m. 
Lunch

1:15 p.m.
Module 6: Fiscal Caution, Watch and Emergency (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 7: Analytics (CPIM Pending) 

3:30 p.m. 
Adjourn