Essentials of Business Operations - October 2020

Recorded On: 10/08/2020

  • Registration Closed

Date: 10/6/2020 to 10/7/2020

Location: Online

Cost: Member - $240 / Non-Member - $480, price includes the cost for the course book.

A course in business operations for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, those seeking their business manager license, and 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.


College credit is available for this course through Ashland University. Click here for more and to register with Ashland for college credit. ***You must also register for the course with OASBO by clicking the Register button on this page.***

AGENDA 

Day 1

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

8:05 a.m.
Chapter 1: Risk Management - Defining Risk & Financing Risk (Property & Liability) (CPIM Approved)

Melody Stiff and Travis Thompson, Hylant Administrative Services Team 

9:05 a.m.
Break
 
9:15 a.m.
Chapter 1: Risk Management - Financing Risk (Automobile & Other) (CPIM Approved)

Melody Stiff and Travis Thompson, Hylant Administrative Services Team 

10:15 a.m.  
Break

10:25 a.m.  
Chapter 1: Workers Compensation

Jennifer Oiler, CompManagement 

11:25 a.m  
Lunch

12:25 p.m.
Chapter 2: School Safety & Security, NIMS and School Emergency Management Plans

Dan Romano, Edventures in Learning 

1:25 p.m.
Break

1:35 p.m.
Chapter 2: School Safety & Security Guidelines, Inspections, Active Shooter

Travis Thompson, Hylant Administrative Services 

2:35 p.m.
Break 

2:45 p.m. 
Chapter 2: IT Security

Colleen Gallagher, ShareOhio
Tom Mitchell, Bonefish Systems


3:45 p.m.  
Adjournment


Day 2

8:00 a.m.
Chapter 3: 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.
Chapter 4: Bidding, Contracts, 412 Certificates

Chris McCloskey, Bricker & Eckler LLP 

10:10 a.m.  
Break

10:20 a.m.
Chapter 4: School Facilities & Construction

Chris McCloskey, Bricker & Eckler LLP
Jeff Eble, Worthington City Schools 


11:35 a.m. 
Lunch

12:30 p.m.
Chapter 5: Transportation - Transportation Modules

Carolyn Thornton, Mason City Schools
Mike Miller, Sycamore Community School District and PDT Instructor, NAPT 
 
Beth Weber, CFO/Treasurer, Sycamore Community School District

1:30 p.m.  
Break

1:40 p.m.
Chapter 5: Transportation - Transportation Modules (Continued), Bus Purchasing

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


2:40 p.m.
Chapter 5: Food & Nutrition

Julianna Carvi, Food & Nutrition Director, Bexley City Schools

3:40 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

Timothy Grimm

Engineer, DataServ

Tim Grimm began his career in the IT industry in 2001 when he completed the first Cisco academy at Youngstown State. He's been an Information Systems and Technology Sr. Engineer and Pre-Sales Engineer for DataServ for 13 years and  specializes in Network, Wireless,  and Physical Security over IP design/installation. Tim holds many Cisco and other certifications including in Voice, Wireless, Security, and Physical Security and also has a background in Law Enforcement as a former police officer.

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.  

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.

Carolyn Thornton

Transportation Supervisor, Mason City Schools

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. 

Key:

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Class Structure & Instructions
Open discussion to continue.
Open discussion to continue. Welcome to the Essentials of Business Operations, the first class of the pathway for those seeking their School Treasurer license. Each presentation will be live streamed, then the recording will be available within 5 days should you want to review it. The Course Manual and Agenda are each available for preview in the Handouts tab, and all presentation slides will be available two days prior to the live stream in case you want to print a copy for note taking. The course manual will be mailed out after the event for your reference. Contact hour credit will be granted following the completion of each section listed below.
Chapter 1 Recordings
Chapter 1: Risk Management Recording
10/06/2020 at 8:00 AM (EDT)   |  120 minutes
10/06/2020 at 8:00 AM (EDT)   |  120 minutes Meeting ID: 859 6698 8830 Passcode: 446267
Risk Management recording - Transportation, Crime, etc - Pt 1
Recorded 10/06/2020
Recorded 10/06/2020
Risk Management recording - Transportation, Crime, etc - Pt 2
Recorded 10/06/2020
Recorded 10/06/2020
CPIM Code - Risk Management
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Chapter 1: Workers Compensation Recording
10/06/2020 at 10:25 AM (EDT)   |  55 minutes
10/06/2020 at 10:25 AM (EDT)   |  55 minutes Meeting ID: 813 4532 7080 Passcode: 223584
Chapter 2 Recordings
Chapter 2: School Safety & Security, NIMS and School Emergency Management Plans - Recording
10/06/2020 at 12:25 PM (EDT)   |  55 minutes
10/06/2020 at 12:25 PM (EDT)   |  55 minutes Meeting ID: 864 6322 2474 Passcode: 462565
Chapter 2: School Safety & Security Guidelines, Inspections, Active Shooter - Recording
10/06/2020 at 1:35 PM (EDT)   |  55 minutes
10/06/2020 at 1:35 PM (EDT)   |  55 minutes Meeting ID: 823 3728 9913 Passcode: 815128
Chapter 2: IT Security - Recording
10/06/2020 at 2:45 PM (EDT)   |  55 minutes
10/06/2020 at 2:45 PM (EDT)   |  55 minutes Meeting ID: 847 1992 5066 Passcode: 744367
Chapter 3 Recordings
Chapter 3: Facilities Utilization, Inventory and Capital Assets - Zoom Link
10/07/2020 at 8:00 AM (EDT)   |  55 minutes
10/07/2020 at 8:00 AM (EDT)   |  55 minutes Meeting ID: 848 6551 1247 Passcode: 747407
Chapter 4 Recordings
Chapter 4: Bidding, Contracts, 412 Certificates Recording
10/07/2020 at 9:10 AM (EDT)   |  55 minutes
10/07/2020 at 9:10 AM (EDT)   |  55 minutes Meeting ID: 815 2341 9194 Passcode: 579845
Chapter 4: School Facilities & Construction - Recordings
10/07/2020 at 10:20 AM (EDT)   |  70 minutes
10/07/2020 at 10:20 AM (EDT)   |  70 minutes Meeting ID: 842 2220 1886 Passcode: 556304
Chapter 5 Recordings
EFMA: Chapter 5 - Transportation Recording
Recorded 10/07/2020
Recorded 10/07/2020
Chapter 5: Transportation - Bus Purchasing Recording
10/07/2020 at 12:30 PM (EDT)   |  80 minutes
10/07/2020 at 12:30 PM (EDT)   |  80 minutes Meeting ID: 881 9018 6315 Passcode: 645705
Chapter 5: Food & Nutrition- Recording
10/07/2020 at 2:00 PM (EDT)   |  70 minutes
10/07/2020 at 2:00 PM (EDT)   |  70 minutes Meeting ID: 867 3322 6403 Passcode: 337124
Post Event Survey
Survey Link
Click the Access Survey yellow button to the right.Click the Access Survey yellow button to the right. Completion of the survey is required in order to receive contact hours for this event.
Click the Access Survey yellow button to the right.Click the Access Survey yellow button to the right. Completion of the survey is required in order to receive contact hours for this event.
Contact Hour
12.50 Contact Hours credits  |  No certificate available
12.50 Contact Hours credits  |  No certificate available