Essentials of Financial Management & Administration 2021-2022

Recorded On: 12/01/2021

  • Registration Closed

Date: 11/30 - 12/01/2021

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 Nov. 15. If you register after that date you will receive digital copies.

A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or for all types of business officials.  This course will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, Board and negotiations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, credit cards and investments.

 

AGENDA

Day 1
8:30 a.m.
Class Instructions and Introductions


8:35 a.m.
Role of the CFO/Treasurer/Establishment of the Treasurer
Anne Arnold, Treasurer, Edison Local Schools
Alan Binger, Retired Treasurer


10:20 a.m.
Break


10:30 a.m.
Negotiations - Preparing for the Negotiating Table
Brad Bennett, Bricker & Eckler LLP


11:30 a.m.
Lunch


12:30 p.m.
Negotiations - Process & Communication
Brad Bennett, Bricker & Eckler LLP


1:30 p.m.
Break


1:40 p.m.
Governing Laws, Regulations, and Policies  (CPIM Approved)
Katie Johnson, Deputy Executive Director, OASBO
Ryan Pendleton, Treasurer/CFO, Akron Public SD


2:40 p.m.
Break


2:50 p.m.
Governing Laws, Regulations and Policies  (CPIM Approved), continued
Katie Johnson, Deputy Executive Director, OASBO
Ryan Pendleton, Treasurer/CFO, Akron Public SD


3:50 p.m.
Adjournment


Day 2

8:00 a.m.
Ethics  (CPIM Approved)
Katie Johnson, Deputy Executive Director, OASBO


9:00 a.m.
Break


9:10 a.m.
Student Activity Programs  (CPIM Approved)
Cindy Ritter, K12 Business Consulting, OASBO Past President, and Retired Treasurer


10:10 a.m.
Break


10:20 a.m.
Booster/Support Organizations  (CPIM Approved)
Matt Stout, Bricker & Eckler, LLP
Emily Hatfield MBA, Treasurer/CFO, Olentangy Local Schools


11:05 a.m.
Break


11:15 a.m.
Fund Accounting & USAS Coding  (CPIM Approved)
Cindy Ritter, K12 Business Consulting, OASBO Past President, and Retired Treasurer


12:15 p.m.
Lunch


1:05 p.m.
Purchasing  (CPIM Approved)
Kerri Johnson, Treasurer/CFO, Anthony Wayne Local Schools
Jenny Moneghan, Assistant Treasurer, Anthony Wayne Local Schools


2:05 p.m.
Break


2:15 p.m.
Investment Basics  (CPIM Approved)
Joe Violand, RedTree Investment Group


3:15 p.m.
Evaluations and Adjourn

Anne Arnold

Treasurer/CFO, Edison Local Schools

Anne Arnold is Treasurer/CFO at Edison Local Schools in Erie County.   She oversees the financial operations of the district with a general fund budget of almost $20 million dollars. Before coming to Edison Local, Anne was the Treasurer/CFO at Benton Carroll Salem Local School District in Oak Harbor and prior to that at Woodmore Local Schools in Woodville. 

Anne graduated from Bowling Green State University with a Bachelor of Science in Broadcast Journalism.  After a career in retail management, she decided to pursue public education and became the Accounts Payable Coordinator at Fremont City Schools.  While there, she obtained her School Treasurer’s License in May 2003. 

Anne has been involved with OASBO for many years and has served on a number of committees, served as an officer for the Northwest Chapter and been a presenter at several professional development meetings.  She was also name Outstanding Treasurer/CFO of the Year for 2017. Anne is also a member of the Village Council in Lindsey, Ohio where she lives with her husband and son.  In her spare time, she enjoys day trips with her family and spending time with friends.

Alan Binger

Retired Treasurer

Alan Binger has 30 years of experience as a school Treasurer/CFO having recently retired from Vanguard-Sentinel Career & Technology Centers after 8 years.  Prior to that appointment he had served as Treasurer at Clyde-Green Springs Exempted Village Schools for 22 years.  He spent 7 years in commercial banking prior to his school experience.

He has gone through the chairs at the NWOASBO chapter having served as president in 2001-02.  He is a past recipient of the Rich Unger Professionalism Award in 2011 and was the Regional Distinguished Service Award winner for NW Ohio in 2020.  During his career Alan has been a frequent presenter and seminar director at OASBO professional development events.

A lifelong resident of Sandusky County, Alan has served the community in many ways.  He currently serves as Treasurer of Communities for the Arts, serves on the Clyde, Ohio Tree and Landscape commission and is a past board member for the Project Excellence Foundation and the Fremont Memorial Hospital Foundation Board.  He served two terms on the Sandusky County Fair Board.  He continues to serve on the fair’s budget and finance committee.  He was a board member and treasurer of the Fremont Youth Hockey Boosters for many years and coached youth hockey, baseball and football.

He has also played the organ at his church since the age of 14.

He has owned and operated a choose and cut Christmas tree farm in Clyde for 20 years and serves on the board of the Ohio Christmas Tree Association and is chairman of its finance committee.

Brad Bennett

Of Counsel, Bricker & Eckler

Brad Bennett is an employment and labor attorney who works with public sector employers, including school districts, townships, municipalities, county agencies and boards of developmental disabilities. Experienced in state and federal employment and labor compliance, he counsels and represents public clients in all aspects of labor law, including negotiation and administration of collective bargaining agreements, grievances, mediations and arbitrations. Additionally, he comprehensively represents employers in employment litigation in both federal and state courts and defends employers before various administrative agencies, including the EEOC,OCRC, SERB and the SPBR. Brad also drafts, revises and reviews employee handbooks, policies and job descriptions, as well as conducts internal investigations and in-house training.

Katie Johnson, Esq.

Deputy Executive Director, OASBO

Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, Katie serves as the advocacy lead for the association and as in-house legal counsel, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she develops curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Prior to joining OASBO, Katie represented school districts as a public finance attorney, focusing her practice on serving as bond counsel and underwriter's counsel in debt and lease financings and as general counsel for Ohio political subdivisions. Specifically, Katie worked with school districts on bond issues, note issues, leases, tax levies, public records and other matters of concern to school business officials.

Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as President of the Ohio Chapter of Women in Public Finance. 

Ryan Pendleton

CFO, Akron Public Schools

Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

Cindy Ritter

OASBO Past President and Retired Treasurer, K12 Business Consulting

Cynthia Ritter is a School Business Consultant with K-12 Business Consulting, Inc. and Grant Consultant to Envision Ed Plus. Cynthia has served as a consultant to Ohio Department of Education with the Academic Distress Commissions and Education Reform. She has over 32 years of successful leadership and management experience as treasurer/CFO for several school districts.

She has been a member of the Education Standards Board Ohio Department of Education, OASBO Board President, served on the Auditor of State Regional Advisory Committee, Board member and treasurer of the Pickaway County Employees Benefit Program, speaker and presenter at numerous OSBA, BASA, OASBO and ASBO seminars.

She has received many awards and recognitions including the Rich Unger Professionalism Award, Distinguished Service Award and was a Herb Brum Scholarship recipient.

Matt Stout

Partner, Bricker & Eckler

Matt Stout is a partner in Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

Emily Hatfield

Treasurer/CFO, Olentangy Local Schools

Emily Hatfield, MBA is the Treasurer/CFO for the Olentangy Local School District, the sixth largest school district in Ohio. Olentangy Schools treasury department has benefitted from her skills, since 2009, with service as the Treasurer/CFO beginning in January 2017. Throughout the district’s rapid growth, Emily’s leadership enabled the District to receive the Auditor of State Award with Distinction (fiscal years 2012-2019) as well as the GFOA Certificate of Achievement for Excellence in Financial Reporting (fiscal years 2000-2019).

Mrs. Hatfield’s career has centered in accounting and finance. She has worked in banking, certified public accountancy and other industries prior to her experience as a district treasurer. A career in school finance allows her to apply her professional skills to serve countless children in her community. “I’ve always enjoyed working with children. My career allows me to combine two of my passions.” 

Kerri Johnson

Treasurer/CFO, Anthony Wayne Local Schools

Kerri Johnson has been the Treasurer of Anthony Wayne Local Schools since 2006.  Prior to being hired at Anthony Wayne LSD, she was the Treasurer at Gibsonburg Exempted Village School District for 14 years.  She started her career at Vanguard Vocational Center as an Assistant Treasurer in 1990 and worked there three (3) years.  

Ms. Johnson is a graduate of Tiffin University with a Bachelor Degree in Business Administration with a minor in Finance. She is a member of the Ohio Association of School Business Officials and a past president of the Northwest Ohio Chapter. She serves on various OASBO committees.

Jenny Moneghan

Assistant Treasurer, Anthony Wayne Local Schools

Jenny Moneghan, the Assistant Treasurer for the Anthony Wayne Local School District, has served in this position for 8 years.  Prior to Anthony Wayne, she worked as Assistant Treasurer for Gibsonburg Exempted Village School District and was at Gibsonburg for almost 18 years. Ms. Moneghan is a graduate of Terra State Community College with an Associate Degree in Business and a major in Accounting.  She is a member of OASBO and their local chapter NWOASBO.

Ms. Moneghan lives in Green Springs, Ohio with her husband.  In their spare time, they enjoy raising and showing their Labrador retrievers and Cavalier King Charles Spaniels.  They have 3 adult children and 3 awesome grandchildren.  

Joe Violand, CFA

Portfolio Manager, RedTree Investment Group

With five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Key:

Complete
Failed
Available
Locked
Class Instructions and Introductions/Module 1: Role of the CFO/Treasurer/Establishment of the Treasurer
11/30/2021 at 8:30 AM (EST)   |  110 minutes
11/30/2021 at 8:30 AM (EST)   |  110 minutes Meeting ID: 897 8795 4036 Passcode: 605882
Module 1: Negotiations - Preparing for the Negotiating Table
11/30/2021 at 10:30 AM (EST)   |  60 minutes
11/30/2021 at 10:30 AM (EST)   |  60 minutes Meeting ID: 863 3155 5808 Passcode: 782219
Module 1: Negotiations - Process & Communication
11/30/2021 at 12:30 PM (EST)   |  60 minutes
11/30/2021 at 12:30 PM (EST)   |  60 minutes Meeting ID: 842 6143 7334 Passcode: 217094
Module 2: Governing Laws, Regulations and Policies
11/30/2021 at 1:40 PM (EST)   |  60 minutes
11/30/2021 at 1:40 PM (EST)   |  60 minutes Meeting ID: 883 3786 1307 Passcode: 991609
Module 2: Governing Laws, Regulations and Policies, continued
11/30/2021 at 2:50 PM (EST)   |  60 minutes
11/30/2021 at 2:50 PM (EST)   |  60 minutes Meeting ID: 824 0990 9083 Passcode: 264468
CPIM Code - Governing Laws
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.
Module 3: Ethics
12/01/2021 at 8:00 AM (EST)   |  60 minutes
12/01/2021 at 8:00 AM (EST)   |  60 minutes Meeting ID: 840 2967 1053 Passcode: 023728
CPIM Code - Ethics
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.
Module 4: Student Activity Programs
12/01/2021 at 9:10 AM (EST)   |  60 minutes
12/01/2021 at 9:10 AM (EST)   |  60 minutes Meeting ID: 891 5915 9742 Passcode: 338899
CPIM Code - Student Activities
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.
Module 4: Booster/Support Organizations
12/01/2021 at 10:20 AM (EST)   |  45 minutes
12/01/2021 at 10:20 AM (EST)   |  45 minutes Meeting ID: 851 4047 5238 Passcode: 681046
CPIM Code - Booster/Support Organizations
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.
Module 5: Fund Accounting & USAS Coding
12/01/2021 at 11:15 AM (EST)   |  60 minutes
12/01/2021 at 11:15 AM (EST)   |  60 minutes Meeting ID: 846 3140 8896 Passcode: 505487
CPIM Code - Fund Accounting & USAS
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.
Module 6: Purchasing
12/01/2021 at 1:05 PM (EST)   |  60 minutes
12/01/2021 at 1:05 PM (EST)   |  60 minutes Meeting ID: 841 8610 7150 Passcode: 032216
CPIM code - Purchasing
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.
Module 7: Investment Basics
12/01/2021 at 2:15 PM (EST)   |  60 minutes
12/01/2021 at 2:15 PM (EST)   |  60 minutes Meeting ID: 850 0675 2389 Passcode: 657150
CPIM Code - Investment
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.
Course Survey
7 Questions
Contact Hour
11.50 Contact hour credits  |  No certificate available
11.50 Contact hour credits  |  No certificate available