Essentials of Financial Management & Administration 2022-2023

Date: 11.29-30.2022

Location: OASBO Conference Center | 98 Commerce Park Drive, Westerville, OH 43082 | or Virtual via Zoom

Cost: Member - $200 | Non-Member - $400


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.


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
8:30 a.m.

Class Instructions and Introductions

8:35 a.m.
Module 1: Role of the CFO/Treasurer/Establishment of the Treasurer

Anne Arnold, Treasurer, Edison Local Schools 
Matt Feasel, Treasurer/CFO, Pike-Delta-York Local Schools
 

10:20 a.m. 
Break

10:30 a.m.
Module 1: Negotiations - Preparing for the Negotiating Table

Brad Bennett, Bricker & Eckler LLP 

11:30 a.m. 
Lunch

12:30 p.m.
Module 1: Negotiations - Process & Communication

Brad Bennett, Bricker & Eckler LLP 

1:30 p.m.
Break

1:40 p.m.
Module 2: Governing Laws, Regulations and Policies  (CPIM Approved)
Katie Johnson, Deputy Executive Director, OASBO 
Ryan Pendleton, Executive Director, North Coast Shared Service Alliance
 

2:40 p.m.
Break

2:50 p.m.
Module 2: Governing Laws, Regulations and Policies, continued 
(CPIM Approved)
Katie Johnson, Deputy Executive Director, OASBO 
Ryan Pendleton, Executive Director, North Coast Shared Service Alliance
         

3:50 p.m.
Adjournment

Day 2
8:00 a.m.
Module 3: Ethics 
  (CPIM Approved)
Katie Johnson, Deputy Executive Director, OASBO 
 
9:00 a.m.
Break

9:10 a.m.
Module 4: Student Activity Programs
(CPIM Approved)
Jennifer Vanover, Executive Director, Data and Processes, Columbus City Schools 

10:10 a.m. 
Break

10:20 a.m. 
Module 4: Booster/Support Organizations
  (CPIM Approved)   
Matt Stout, Bricker & Eckler LLP 
Rebecca Jenkins, Treasurer/CFO, New Albany-Plain Local Schools

11:05 a.m. 
Break

11:15 a.m.
Module 5: 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.
Module 6: Purchasing
  (CPIM Approved)
Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools 

2:05 p.m.
Break

2:15 p.m.
Module 7: Investment Basics
  (CPIM Approved)
Joe Violand, RedTree Investment Group 

3:15 p.m.
Evaluations and Adjourn

Anne Arnold

Treasurer/CFO, Gibsonburg EVSD

Anne Arnold recently relocated to Gibsonburg EVSD. Prior to this move she was 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 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.

Matt Feasel

Treasurer/CFO, Pike-Delta-York Local SD

Matt Feasel has been facing the issues of school finance for over thirty-six (36) years now.  Currently he is serving as CFO/Treasurer of the Pike Delta York Local School District in Northwest Ohio.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City and Elmwood Local Schools.

Matt has served as the OASBO President during the 1997-98 year.  He remains an active member of OASBO serving on several committees.   He’s a past board of education member serving eight (8) years as a member of the Elmwood Board of Education in Wood County.  He enjoys working with K-12 Business Consulting and school business professionals across the state, providing forecasting and treasurer search services.   Mentoring new treasurers and providing needed and necessary professional development have been a high priority for him his entire career.  He enjoys playing golf, traveling and spending time with his family and seven (7) grandchildren.   

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

Executive Director, North Coast Shared Service Alliance (NCSSA)

Ryan Pendleton is the Executive Director of the NorthCoast Shared Services Alliance where he coordinates financial and operationssupport for northeast Ohio school districts through the Educational ServiceCenters of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issuesconcerning education and the potential impact on the students of Ohio. He is amember of the Fair School Funding WorkGroup, co-chairing both the Base Cost andAnalysis and Support Groups.  As an inaugural member of the WorkGroup,Ryan made significant contributions to creating and advocating for Ohio’s newstate funding formula.  His efforts contributed to the Fair School FundingFormula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate anddedicated to serving the community, in particular the students acrossOhio.  Prior to working at North Coast Shared Service Alliance, Ryan wasthe CFO/Treasurer of Akron Public and Barberton City Schools and workedpreviously as a financial advisor.  

Ryan earned a BA in Business Administration from MaloneCollege and an MBA from Cleveland State University.  

Jenny Vanover

Executive Director, Data and Processes, Columbus City Schools

Jenny started at Columbus City Schools in December 2014.  Jenny has over 20 years of experience in school finance.  Prior to her time at Columbus City Schools, she served as the Treasurer/CFO of Licking Heights Local School District and as an assistant to the treasurer at Southwest Licking Local Schools.  Jenny holds a Bachelor’s Degree in Mathematics, with a minor in Business Administration from Ohio University.  She holds a Master’s in Business Administration from Capital University.  In February 2022, Jenny completed her black belt training in Lean Six Sigma.

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.

Rebecca Jenkins

Treasurer/CFO, New Albany-Plain Local Schools

Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for three years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

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.

Dawn Jacobs

Treasurer/CFO, Van Buren Local Schools

Dawn is the Treasurer/CFO for Van Buren Local School District.

Jacobs had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November.

Jacobs began her career in educational finance as assistant treasurer for Anthony Wayne Local Schools in 1993 and has worked in finance for a variety of Ohio school districts since, including the Lucas County Educational Service Center, Bucyrus City School District and Otsego Local School District.

Jacobs earned a bachelor of science degree in business administration and a master’s of business administration from Heidelberg University. She also holds an Ohio School treasurer’s license from the Ohio Department of Education and a School Finance and Operations Certification through the Association of School Business Officials International.

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:

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How to Add each session to your Google Calendar
The Add to Calendar button in each component will only download an .ics file for Microsoft Outlook calendars. Click the Instructions button for steps.
Module 1: Role of the CFO/Treasurer
11/29/2022 at 8:30 AM (EST)  |  Recorded On: 11/30/2022
11/29/2022 at 8:30 AM (EST)  |  Recorded On: 11/30/2022
Module 1: Negotiations - Preparing for the Negotiating Table
11/29/2022 at 10:30 AM (EST)  |  Recorded On: 11/30/2022
11/29/2022 at 10:30 AM (EST)  |  Recorded On: 11/30/2022
Module 1: Negotiations - Process & Communication
11/29/2022 at 12:30 PM (EST)  |  Recorded On: 11/30/2022
11/29/2022 at 12:30 PM (EST)  |  Recorded On: 11/30/2022
Module 2: Governing Laws, Regulations and Policies
11/29/2022 at 1:40 PM (EST)  |  Recorded On: 11/30/2022
11/29/2022 at 1:40 PM (EST)  |  Recorded On: 11/30/2022
Module 2: Governing Laws, Regulations, continued
11/29/2022 at 2:50 PM (EST)  |  Recorded On: 11/30/2022
11/29/2022 at 2:50 PM (EST)  |  Recorded On: 11/30/2022
CPIM Code - Governing Laws, Regulations and Policies
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
11/30/2022 at 8:00 AM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 8:00 AM (EST)  |  Recorded On: 11/30/2022
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
11/30/2022 at 9:10 AM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 9:10 AM (EST)  |  Recorded On: 11/30/2022
CPIM Code - Student Activity Programs
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
11/30/2022 at 10:20 AM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 10:20 AM (EST)  |  Recorded On: 11/30/2022
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
11/30/2022 at 11:15 AM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 11:15 AM (EST)  |  Recorded On: 11/30/2022
CPIM Code - Fund Accounting & USAS Coding
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
11/30/2022 at 1:05 PM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 1:05 PM (EST)  |  Recorded On: 11/30/2022
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
11/30/2022 at 2:15 PM (EST)  |  Recorded On: 11/30/2022
11/30/2022 at 2:15 PM (EST)  |  Recorded On: 11/30/2022
CPIM Code - Investment Basics
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
12.50 Contact hour credits  |  No certificate available
12.50 Contact hour credits  |  No certificate available