Essentials of Business Operations 2021-2022

Recorded On: 09/30/2021

  • Registration Closed

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 that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.




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.

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.  


10:25 a.m.  
Workers Compensation 

Jennifer Oiler, Sedgwick MCO 


11:25 a.m  


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.


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


2:35 p.m.


2:45 p.m. 
IT Security  
Tom Munson, DataServ/ShareOhio 
Tom Mitchell, Bonefish Systems


3:45 p.m.  


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.


9:10 a.m.
Bidding, Contracts, 412 Certificates 
Sean Lehman, Bricker & Eckler LLP 


10:10 a.m.  


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


11:35 a.m. 


12:30 p.m.
Transportation - Transportation Modules

Carolyn Thornton, Retired Transportation Director
Beth Weber, CFO/Treasurer, Sycamore Community Schools


1:30 p.m.  


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

Carolyn Thornton, Retired Transportation Director
Beth Weber, CFO/Treasurer, Sycamore Community Schools


2:40 p.m. 


3:05 p.m.
Food & Nutrition

Julianna Carvi, Food Service Director, Bexley City 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, Sedgwick Managed Care Ohio

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 Sedgwick MCI's (formerly CompManagement Health) third party administration team as a Hearing Representative, representing employer interests on contested issues.  Today, she is deeply involved in Sedgwick’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

Daniel M. Romano is Treasurer/CFO at West Clermont Local Schools in Southwest Ohio in August 2020. He is also CEO and a Co-Founder of Edventures in Learning, Inc. a strategic learning and communication company. Prior to his current roles, Dan spent 23 years in the public sector holding positions as Treasurer/CFO and Business Manager in both Toledo and Sylvania City School Districts in Ohio.

In 1997, Dan was recruited to serve as an international consultant assisting Fortune 500 companies in bringing their strategic plans to life through a methodology that democratized data and dialogue to all parts of the organization. In 2012 Dan, was again recruited. This time by Forecast5 Analytics, a start-up company focused on building a business intelligence and forecasting platform for the Public Sector. Serving as SVP, he was responsible for the development and growth of new and innovative business intelligence and analytic tools to a multistate market of local governments that included Ohio, Indiana, and Michigan. In 2016, Dan resumed the full-time helm at Edventures in Learning. More recently the company has expanded its service delivery of innovative tools and resources to engage employees and stakeholders in the critical issues of their organization.

Dan is an active member with OASBO serving on various committees. He also assisted in the development of several of the “Essentials” curriculum which is a major component to an alternative pathway for Ohio school treasurer and Business Manager licenses.

Dan received both his Bachelor’s in Accounting and a Master of Business Administration from the University of Toledo.

Tom Munson

Senior Account Executive, DataServ/ShareOhio

Tom Munson is a Sr. Account Executive with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 35 plus year career working in the public sector with focus on education.

Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training.

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.

Sean Lehman

Associate, Bricker & Eckler, LLP

Sean Lehman is a construction attorney who represents public and private sector owners throughout the entire project life cycle. Sean counsels clients on the various delivery models and guides them through the processes to procure design and construction professionals, drafts and negotiates complex design and construction contracts, advises and assists clients during the administration of the contracts, and zealously advocates for clients to resolve disputes with contractors, design professionals, and local governments, should they arise.

In addition to his construction practice, Sean advises the firm’s public sector clients on other areas of the law which may be implicated during the construction project, including election law as it relates to levy and bond issues, Ohio ethics law as it relates to public contracting, Ohio public records law as it relates to project documentation, the Ohio open meetings law as it relates to meetings of public owners, and more.

Prior to joining Bricker, Sean worked as a judicial extern for the Honorable Jeffrey S. Sutton of the U.S. Court of Appeals for the Sixth Circuit and as a law clerk for Judge Timothy S. Horton with the Tenth District Court of Appeals for the State of Ohio.

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.

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.  

Julianna Carvi, MBA, OCPM

Food Service Director, Bexley City Schools

Julianna is the current Treasurer of the Food and Nutrition Chapter of OASBO, and served as President and Immediate Past President.

Julianna is the Food Service Director at Bexley City Schools since 2013. This is her 21st year working as a director, first at The Ohio School for the Deaf and The Ohio State School for the Blind. She comes from a culinary background working in independent restaurants, as a chef, baker, and operator. 

Julianna has a degree in Business Management from Franklin University and an MBA from Franklin University. She is an Ohio Certified Public Manager, and holds a Business Manager’s License from the Ohio Department of Education.

She advocates for Ohio’s children not only through her daily work in her district, but through the state with the Food and Nutrition Chapter of OASBO, and national advocacy in Washington DC with Legislative Actions.

She volunteers locally championing issues around ecological sustainability and food insecurity. 


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