Essentials of Business Operations 2021-2022

Includes a Live Event on 09/29/2021 at 8:00 AM (EDT)

Date: 9/29-30/2021

Location: Online

Fee: $220 (Member) / $440 (Non-Member) The seminar will be live and recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register now and view the recordings at another time.

To receive a hard copy of the manuals, please register by September 14. If you register after that date you will receive digital copies.

A course in business operations for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, for those seeking their business manager license, or those school business professionals wanting information in the areas of risk management, school safety & security, IT security, facilities utilization, inventory and fixed assets, bidding, contracts, 412 certificates, school facilities and construction, transportation, food, and nutrition.

 

If you are also interested in college credit for this course, click here to register with Ashland and then 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

 

8:00 a.m.
Registration, Class instructions, Introductions

 

8:05 a.m.
Risk Management - Defining Risk & Financing Risk (Property & Liability) 
Melody Stiff and Travis Thompson, Hylant Administrative Services Team 

 

9:05 a.m.
Break

  
9:15 a.m.
Risk Management - Financing Risk (Automobile, Excess Cost & Other) 
Melody Stiff and Travis Thompson, Hylant Administrative Services Team 

 

10:15 a.m.  
Break

 

10:25 a.m.  
Workers Compensation 

Jennifer Oiler, Sedgwick MCO 

 

11:25 a.m  
Lunch

 

12:25 p.m.
School Safety & Security, NIMS and School Emergency Management Plans
Dan Romano, Treasurer/CFO, West Clermont Local Schools 

 

1:25 p.m.
Break

 

1:35 p.m.
School Safety & Security Guidelines, Inspections, Active Shooter
Travis Thompson, Hylant Administrative Services 

 

2:35 p.m.
Break 

 

2:45 p.m. 
IT Security  
Dan Hairston, ShareOhio 
Tom Mitchell, Bonefish Systems 

 

3:45 p.m.  
Adjournment

 

Day 2

 

8:00 a.m.
Facilities Utilization, Inventory, and Capital Assets  

Jim Rowan, OASBO, Executive Director 
Todd Puster, CFO/Treasurer Orange City Schools 
 
9:00 a.m.
Break

 

9:10 a.m.
Bidding, Contracts, 412 Certificates 
 
Chris McCloskey, Bricker & Eckler LLP 

 

10:10 a.m.  
Break

 

10:20 a.m.
School Facilities & Construction  
Chris McCloskey, Bricker & Eckler LLP 
Jeff Eble, Worthington City Schools 

 

11:35 a.m. 
Lunch

 

12:30 p.m.
Transportation - Transportation Modules

Carolyn Thornton, Retired Transportation Director
Mike Miller, Sycamore Community Schools, and PDT Instructor, NAPT
Beth Weber, CFO/Treasurer, Sycamore Community Schools

 

1:30 p.m.  
Break 

 

1:40 p.m.
Transportation - Transportation Modules (Continued), Bus Purchasing

Carolyn Thornton, Retired Transportation Director
Mike Miller, Transportation Director, Sycamore Community School District and PDT Instructor, NAPT
Beth Weber, CFO/Treasurer, Sycamore Community Schools

 

2:40 p.m. 
Break

 

3:05 p.m.
Food & Nutrition

Edwina “Winnie” Brewer, Director, New Leaf Organization/Buckeye Community Schools 

 

4:05 p.m. 
Evaluations and Adjourn

 

Melody Stiff

Senior Underwriter, Hylant Administrative Services

Drawing on more than 20 years in the insurance industry, Melody is responsible for developing long-term relationships with school districts and public entities by providing superior customer service and dedication. She understands the unique exposures and risks associated with school districts and public entities which makes her a valuable resource to clients. Melody is a licensed property & casualty agent in the state of Ohio.

Travis Thompson, CPSI

Director of Risk Management, Ohio School Plan

Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System

 Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

Jennifer Oiler

Account Executive, CompManagement Health Systems

Jennifer Oiler has worked with Ohio employers to manage workers’ compensation programs for 23 years, working to build best practices that preserve relationships and control costs associated with workers’ compensation claims.  Jennifer spent 2 years with CompManagement’s third party administration team as a Hearing Representative, representing employer interests on contested issues.  Today, she is deeply involved in CompManagement’s service delivery for OASBO members. 

Jennifer, a daughter of a Navy Service Member, spent her first 5 years in three different stateside ports before settling in her parent’s hometown in Sandusky.  She is a Perkins High School alum and attended the University of Toledo.  She has one daughter in the Dublin City School District and one at West Virginia University. 

Dan Romano

Treasurer/CFO, West Clermont Local Schools

Dan Hairston

Senior Account Executive, DataServ

Dan Hairston is a graduate of Devry University and a co-founder of DataServ Integrations, LLC in Westlake, OH. For over 34 years, Dan has worked closely with K12 school districts, ITC's, and Educational Associations by providing expertise in unique cutting-edge IT solutions and services that improve efficiencies in a digital environment. As a Senior Account Executive with DataServ, he holds numerous Cisco certifications and presents at conferences throughout the state of Ohio on the importance of reliable and secure networks in the K12 environment.

Tom Mitchell

CEO, Bonefish Systems

Tom Mitchell is founder and President of Bonefish Systems.  Mr. Mitchell has spent 26 years in the financial services sector holding numerous technology and business roles in large banks and insurance companies. 

In 2007, Tom started Bonefish Systems.  After working for large corporations for close to two decades, Tom wanted to bring fraud prevention and detection technologies to smaller organizations that could not otherwise afford them.  Bonefish Systems now serves hundreds of school districts and municipalities across Ohio and has recently expanded into Florida, Michigan, and Pennsylvania.  Tom is a member of the Association of Certified Fraud Examiners.  He earned his undergraduate degree at Kent State University in Computer Science and also holds a Masters of Business Administration graduate degree from Case Western Reserve University, Weatherhead School of Management.

Jim Rowan

Executive Director, OASBO

Jim Rowan is the Executive Director of the Ohio Association of School Business Officials.   He has spent the past 4 years as OASBO’s Executive Director providing support and services to school business officials throughout Ohio.  A long-time OASBO member, Jim served as the association's President during the 2002-03 membership year, and as ASBO International President in 2007.

Todd Puster

Treasurer, Orange City School District

Todd Puster brings more than a quarter century of experience as Treasurer and Chief Financial Officer of Ohio school districts. Currently, leading the fiscal operations of the Orange City School District in suburban Cleveland, he has served the following school districts: East Liverpool, Streetsboro, Ashland and West Geauga. Todd is considered among the leading commentators on Ohio school finance and is the author of several professional articles.

Chris McCloskey

Partner, Bricker & Eckler, LLP

Chris McCloskey is chair of Bricker & Eckler's Public Sector industry group and is a partner in the Construction Law group. He focuses his practice on construction-related contracting and disputes, as well as general business and litigation. He is experienced in researching and drafting motions for construction lawsuits, preparing and reviewing construction contracts, construction claims, change orders, purchase orders, project analysis, mechanic's liens, bid strategy and project coordination. He represents school districts with all facets of their capital projects with the OFCC.

Jeff Eble

Director of Business, Worthington City Schools

Jeff Eble is currently Director of Business Services for Worthington Schools in Central Ohio.  Jeff has spent 41 year in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings plus  26 major building renovations in his career.

Jeff has served OASBO as a committee member, workshop director, Chapter Officers, and Board Member since the early 1980s.  

Carolyn Thornton

Retired Transportation Director

Carolyn "CJ" Thornton recently retired from Mason City Schools this year with 45 years experience in the pupil transportation field. Her previous position was with Princeton City Schools. She has served on the Regional and State Roadeo Committees, chairing the event at both levels. She has been an active member of the Ohio Association for Pupil Transportation since 2001 serving as Regional Representative several terms and as Director at Large. She has been a member of OASBO since 2002 and is a graduate of the Leadership Academy class VII.

CJ believes in sharing her extensive knowledge of the transportation industry with her peers and newcomers to the industry. She has mentored several new transportation directors during her tenure.  A firm believer in "you don't know what you don't know," she tries to help people fill in the gaps and learn what they need to know to be successful in the transportation field.

Mike Miller

Transportation Supervisor, Sycamore Community City Schools

Mike Miller has 31+ years of public school experience. His roles have included being a teacher, athletic director, principal and Director of Personnel/Student Services. He has been in Pupil Transportation Management for the past 17 years, been a Licensed School Bus Driver for the past 27 years, and a Licensed On-Board School Bus Instructor for the past 17 years.

Currently Mike is the Transportation Director for Sycamore Community Schools-Hamilton County for the past 7 years. He is a former At-Large Member of the OASBO Board of Directors, two-Time Past President of the Ohio Association for Pupil Transportation (OAPT), current SW Region Representative of OAPT. He is also a PDIS Instructor, National Association for Pupil Transportation; and serves on the Board of Morehead State University Alumni Board of Directors. Mike and his wife Lori have been married for 29 years and reside in Batavia, Ohio. They have two adult children.

Beth Weber

CFO/Treasurer, Sycamore Community Schools

Beth Weber joined Sycamore Community Schools as Treasurer/CFO in January 1999 after eight years serving other Ohio school districts in the same capacity. Weber earned undergraduate degrees in finance and business economics, as well as a Masters in Business Administration, from Miami University in Oxford, Ohio. She is a long time member of OASBO, serving on its Education Finance/ODE Advisory and Editorial Advisory committees along with sharing her experience as a new Treasurer/CFO mentor.  

Edwina "Winnie" Brewer

Director, New Leaf Organization/Buckeye Community Schools

Edwina (Winnie Brewer) just recently joined the New Leaf Organization which manages Buckeye Community Schools in Marion, Mansfield and London, Ohio.   Food Service Management has been the focus of her career for the past 30 years with industry experience at Marion City Schools, Ridgedale Schools, Starbucks and NorthPointe Conference Center.  Many of the programs operating under her direction have been awarded distinction such as "Summer food program of the year" by Children's Hunger Alliance and "Manager of the quarter" several times with Starbucks.   

A firm believer in helping others, community service goes hand in hand with every position she has held.  She is an agency council member for Mid Ohio Food Collective and she has served as a commissioner for service and volunteerism under Governor Kasich's time in office.  Winnie has mentored several districts with program development and places a focus on collaboration for success.  "Knowledge is power", she will say, "and the more information you can gain will help to make good decisions". 

Winnie has been an OASBO member for the past ten years and is currently the Vice President of the Food and Nutrition Board.  

Key:

Complete
Failed
Available
Locked
Welcome and Introductions/Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability)
09/29/2021 at 8:00 AM (EDT)   |  65 minutes
09/29/2021 at 8:00 AM (EDT)   |  65 minutes Meeting ID: 876 5478 1477 Passcode: 836639
Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other)
09/29/2021 at 9:15 AM (EDT)   |  60 minutes
09/29/2021 at 9:15 AM (EDT)   |  60 minutes Meeting ID: 865 0734 7487 Passcode: 262297
Module 1: Workers Compensation
09/29/2021 at 10:25 AM (EDT)   |  60 minutes
09/29/2021 at 10:25 AM (EDT)   |  60 minutes Meeting ID: 841 9313 5814 Passcode: 358493
Module 2: School Safety & Security, NIMS and School Emergency Management Plans
09/29/2021 at 12:25 PM (EDT)   |  60 minutes
09/29/2021 at 12:25 PM (EDT)   |  60 minutes Meeting ID: 812 0683 1878 Passcode: 059081
Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
09/29/2021 at 1:35 PM (EDT)   |  60 minutes
09/29/2021 at 1:35 PM (EDT)   |  60 minutes Meeting ID: 830 6404 9467 Passcode: 068515
Module 2: IT Security
09/29/2021 at 2:45 PM (EDT)   |  60 minutes
09/29/2021 at 2:45 PM (EDT)   |  60 minutes Meeting ID: 827 2888 5540 Passcode: 565553
Module 3: Facilities Utilization, Inventory and Capital Assets
09/30/2021 at 8:00 AM (EDT)   |  60 minutes
09/30/2021 at 8:00 AM (EDT)   |  60 minutes Meeting ID: 856 7410 3895 Passcode: 052112
Module 4: Bidding, Contracts, 412 Certificates
09/30/2021 at 9:10 AM (EDT)   |  60 minutes
09/30/2021 at 9:10 AM (EDT)   |  60 minutes Meeting ID: 874 0762 7387 Passcode: 247221
Module 4: School Facilities & Construction
09/30/2021 at 10:20 AM (EDT)   |  75 minutes
09/30/2021 at 10:20 AM (EDT)   |  75 minutes Meeting ID: 836 6654 5707 Passcode: 151560
Module 5: Transportation - Transportation Modules
09/30/2021 at 12:30 PM (EDT)   |  60 minutes
09/30/2021 at 12:30 PM (EDT)   |  60 minutes Meeting ID: 826 9264 9076 Passcode: 548123
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
09/30/2021 at 1:40 PM (EDT)   |  60 minutes
09/30/2021 at 1:40 PM (EDT)   |  60 minutes Meeting ID: 811 2842 3523 Passcode: 572957
Module 5: Food & Nutrition
09/30/2021 at 3:05 PM (EDT)   |  60 minutes
09/30/2021 at 3:05 PM (EDT)   |  60 minutes Meeting ID: 886 8635 9957 Passcode: 544959
Course Survey
7 Questions
Contact Hour
12.50 Contact hour credits  |  No certificate available
12.50 Contact hour credits  |  No certificate available