Essentials of Business Operations 2025-2026

Includes a Live In-Person Event on 08/05/2025 at 8:00 AM (EDT)

Date: 08/05-06/2025

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 in business operations for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or for those seeking their business manager license, or a refresher. This course will provide school business professionals with 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 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

8:30 a.m.
Module 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) 
Travis Thompson, Director, Risk Management, Hylant Administrative Services Team 
Nancy Them, Risk Control Manager, SORSA

Standards: 1.2, 1.4-1.5, 3.3; 4.2

9:30 a.m.
Break
 
9:45 a.m.
Module 1: Risk Management - Financing Risk (Automobile, Excess Cost & Other) 

Travis Thompson, Director, Risk Management, Hylant Administrative Services Team 
Nancy Them, Risk Control Manager, SORSA

Standards: 1.2, 1.4-1.5, 3.3; 4.2

10:45 a.m.  
Break

11:00 a.m.  
Module 1: Workers Compensation                
Kiesha Martin, Client Service Representative, Sedgwick Managed Care Ohio

Standards: 1.2, 1.4-1.5, 3.3; 4.2

    
12:00 p.m.  
Lunch

12:45 p.m.
Module 2: School Safety & Security, NIMS, and School Emergency Management Plans
Dan Romano, Treasurer/CFO, West Clermont Local Schools

Standards: 1.1-1.2; 4.3; 5.3

1:45 p.m.
Break

2:00 p.m.
Module 2: School Safety & Security Guidelines, Inspections, Active Shooter
Travis Thompson, Director, Risk Management, Hylant Administrative Services Team

Standards: 1.1-1.2; 4.3; 5.3

3:00 p.m.
Break 

3:15 p.m. 
Module 2: IT Security 
Tom Munson, Director of Strategic Partnerships, DataServ/ShareOhio
Tom Mitchell, CEO, Bonefish Systems

Standards: 1.1-1.2; 4.3; 5.3

4:15 p.m.  
Adjournment


Day 2

8:30 a.m.
Module 3: Facilities Utilization, Inventory and Capital Assets 
Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA) 
Brandon Knecht, Director of Business Services, Northmont City SD 
Ted Roseberry, Director of Business Operations, Orange City SD

Standards: 1.2-1.4; 2.3; 3.1, 3.3-3.4

9:30 a.m.
Break

9:45 a.m.
Module 4: Bidding, Contracts, 412 Certificates  
Chris McCloskey, Partner, Bricker Graydon LLP
Brock Miskimen, Of Counsel, Bricker Graydon LLP

Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

10:45 a.m.  
Break

11:00 a.m.
Module 4: School Facilities & Construction  

Chris McCloskey, Partner, Bricker Graydon LLP
Brock Miskimen, Of Counsel, Bricker Graydon LLP
Jeff Eble, Director of Business, Worthington City Schools

Standards: 1.1, 1.5, 2.4; 4.2-4.3; 5.3

12:00 p.m. 
Lunch

12:45 p.m.
Module 5: Transportation - Transportation Modules
Bill Andexler, Transportation Consultant, Shared Services Alliance (SSA) 
Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Standards: 2.1-2.4; 5.3

1:45 p.m.  
Break

2:00 p.m.
Module 5: Transportation - Transportation Modules (Continued), Bus Purchasing
Bill Andexler, Transportation ConsultantShared Services Alliance (SSA) 
Jennifer Sudhoff, Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Standards: 2.1-2.4; 5.3 

3:00 p.m. 
Break

3:15 p.m.
Module 6: Food & Nutrition
Joyce Dicks, Food Service Coordinator, Youngstown City Schools
Tascin Brooks, Food Service Director, Youngstown City Schools

Standards: 2.1-2.4; 5.3
 
4:15 p.m. 
Adjourn

Travis Thompson, CPSI

Director of Risk Management, Ohio School Plan

Travis has an extensive loss control background and he 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).

Nancy Them

Loss Control Manager, SORSA

Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.

Kiesha Martin

Client Services Representative, Sedgwick MCO

Kiesha Martin has been an Account Executive with Sedgwick MCO since 2018, dedicated to simplifying the managed care process by assisting with controlling cost, client education and safety management programs.  Kiesha received a bachelor’s degree from Ohio Dominican University.  Kiesha has over 25 years’ experience in the workers compensation industry from claims management, hearings, self-insured and account management. 

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

Director of Strategic Partnerships, DataServ/ShareOhio

Tom Munson the Director of Strategic Partnerships 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 40 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

Andrew Thornton

Director of Sales, DataServ/ShareOhio

Andrew Thornton is the Director of Sales with DataServ. He has held numerous engineering and sales leadership positions over his 20 year career. The past decade Andrew has worked with Ohio K-12 schools to create safe, robust and engaging learning environments through technology infrastructure services. 

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.

Jennifer Sudhoff

Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

Brandon Knecht

Director of Business Services, Northmont City Schools

Brandon is an experienced Director of Business Services with a demonstrated history of working in the primary/secondary education industry. He is skilled in Budgeting, Strategic Planning, Business Process Improvement, Educational Technology, and Public Speaking. 

Brandon has been with Northmont City Schools as their Director of Business Services since August 2012.

Ted Roseberry

Director of Business Operations, Orange City Schools

Ted Roseberry is a graduate of the University of Kentucky.  He is currently the Director of Operations and Business Affairs at Orange City Schools where he has served since 2017.  Previously, he was the Business Manager at Chardon Local Schools and Painesville City Schools. He has been in education since 1998 and an administrator since 2004. He is a proud father of two children.

Chris McCloskey

Partner, Bricker Graydon LLP

Chris McCloskey is chair of Bricker Graydon’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 Ohio Facilities Construction Commission.


Brock Miskimen

Of Counsel, Bricker Graydon LLP

Brock Miskimen practices construction, procurement, and ethics law. In his construction practice, he regularly advises clients on project delivery systems and prepares procurement and bidding documents as well as construction project contracts.

Brock worked in various government offices prior to joining Bricker Graydon, giving him the experience to assist clients in navigating the various levels of government. Most notably, he served as chief legal counsel for the Ohio Department of Natural Resources (ODNR), where he also advised the Oil and Gas Leasing Commission. While there, he coordinated litigation involving ODNR with the Ohio Attorney General's Office including the settlement of a multi-million-dollar litigation matter involving decades of flooding. Brock also advised ODNR on the construction and renovation of the Department’s infrastructure including dams, lodges, and cabins. Brock also managed outside counsel contracts and oversaw the in-house legal staff of more than a dozen attorneys and professionals.

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 42 years in four school districts as the business manager/administrator.  He has approximately 1.6 million square feet of new construction spread over 8 buildings and 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.  

William Andexler

Transportation Consultant, Shared Services Alliance (SSA)

William Andexler is a transportation consultant at North Coast Shared Services Alliance (NCSSA), a division of the Educational Service Center of Northeast Ohio. He has more than 25 years of experience in school transportation. His primary areas of expertise include ensuring transportation compliance, optimizing efficiency, managing routes, generating reports, and maintaining a fleet, all while prioritizing student safety.


Joyce Dicks

Food Service Coordinator, Youngstown City Schools

Tascin Brooks

Food Service Director, Youngstown City Schools

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Essentials of Business Operations 2025-2026
08/05/2025 at 8:00 AM (EDT)   |  1 day, 8 hours  |  Attendance Required
08/05/2025 at 8:00 AM (EDT)   |  1 day, 8 hours  |  Attendance Required
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