Essentials of Financial Management & Administration 2025-2026

Date: 06/04-05/2025

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 for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce 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, fund accounting, USAS coding, student activities and booster groups, purchasing, proper public purpose, reconciliation, cash flow, and investments.

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.
Program Orientation, Introductions, and Networking

9:15 a.m.
Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer
Anne Arnold, Treasurer, Gibsonburg Exempted Village Schools
Hollie Reedy, Attorney of Counsel, Ennis Britton Co., LPA 
Matt Feasel, Treasurer/CFO, Bowling Green City Schools

Standards: 1.1, 1.4, 4.1-4.3; 5.2-5.5

10:45 a.m. 
Break

11:00 a.m. 
Module 2: Governing Laws, Regulations and Policies (CPIM Approved)
Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)
Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

Standards: 1.2, 2.4, 5.3

12:00 p.m.
Lunch

12:45 p.m.
Module 2: Governing Laws, Regulations and Policies, continued (CPIM Approved)
Ryan Pendleton, Executive Director, Shared Services Alliance (SSA)
Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

Standards: 1.2, 2.4, 5.3

1:45 p.m.
Break

2:00 p.m.
Module 7: Investment Basics (CPIM Approved)
Joe Violand, Portfolio Manager, RedTree Investment Group

3:00 p.m.
Break

3:15 p.m.
Module 4: Fund Accounting & USAS Coding (CPIM Approved)
Cindy Ritter, OASBO Past President and Retired Treasurer 
Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

Standards: 1.2, 1.4, 5.3

4:15 p.m.
Adjourn


Day 2

8:30 a.m.
Module 5: Purchasing  (CPIM Approved)

Katie Johnson, Executive Director, OASBO
Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

Standards: 1.2, 1.4, 5.3 

9:45 a.m. 
Break

10:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Approved)   
Matt Stout, Partner, Bricker Graydon LLP            
Ryan Jenkins, Treasurer, Olentangy Local SD

Standards: 1.2, 1.4, 5.3

11:00 a.m. 
Break

11:15 a.m.
Module 6: Student Activity Programs (CPIM Approved)
Jennifer Bruns, Treasurer/CFO, St Henry Consolidated Local Schools

Standards: 1.2, 1.4, 5.3
   
12:30 p.m.
Lunch

1:15 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Approved)
Andrew Pizzulo, Financial Operations Coordinator, Shared Services Alliance (SSA)
Andy Geistfeld, Treasurer/CFO, Upper Arlington City Schools

2:15 p.m.
Break

2:30 p.m.
Module 3: Ethics (CPIM Approved)
Katie Johnson, Executive Director, OASBO

Standards: 5.1, 5.3     

3:30 p.m.
Adjourn

Anne Arnold

Treasurer/CFO, Gibsonburg EVSD

Anne Arnold is Treasurer/CFO at Gibsonburg Exempted Village Schools in Sandusky County.   She oversees the financial operations of the district with a general fund budget of almost $11 million dollars.

Before coming to Gibsonburg, Anne was the Treasurer/CFO at Edison Local School District in Milan and prior to that at Benton-Carroll-Salem in Oak Harbor. 

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 named Outstanding Treasurer/CFO of the Year for 2017. 

Anne lives in Lindsey, Ohio with her husband and son.  In her spare time, she enjoys day trips with her family and friends and spending lots of time at the lake.

Hollie Reedy

Attorney Of Counsel, Ennis Britton Co., L.P.A.

Prior to becoming an attorney with the firm, Ms. Reedy served as chief legal counsel of the Ohio School Boards Association. She brings her depth of experience in education law and knowledge as association counsel to provide comprehensive legal representation of public schools and nonprofit entities. Ms. Reedy’s work with boards of education includes drafting and negotiating vendor contracts, drafting policy, interpreting Ohio’s ethics laws, public records, litigation, and representing boards before federal, state, and local agencies. She has extensive publication and speaking credentials. She is trained in mediation. Ms. Reedy represents districts on a full spectrum of education law issues and is a member of the firm’s School Finance, Municipalities & Public Law, and Special Education Practice Teams.

Matt Feasel

Treasurer/CFO, Bowling Green City 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 Bowling Green City Schools.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City, Elmwood Local Schools, and Pike Delta York Local School District in Northwest Ohio.

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.   

Ryan Pendleton

Executive Director, Shared Service Alliance (SSA)

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

Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

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

Andrew Pizzulo

Financial Operations Coordinator, Shared Services Alliance (SSA)

Andrew recently started as the Financial Operations Coordinator at SSA in November of 2022.  Prior to that he was the ESSER Coordinator for Akron Public Schools, responsible for the planning and usage of nearly $150 million in ESSER money.  He provided the oversight of the ESSER funds to ensure they were used equitably for all students. 

Jennifer Bruns

Treasurer/CFO, St Henry Consolidated Local SD

Jennifer Bruns is the Chief Financial Officer of St. Henry Cons. LSD, where she has served since January 2016. Jennifer also serves as the Fiscal & Mentoring Specialist for Mercer County Educational Service Center. Jennifer began her School Finance career as the CFO of Riverside Local School District in Logan County. Prior to becoming a Treasurer/CFO, Jennifer worked for the Ohio Auditor of State. Jennifer has been a member of OASBO since 2012, has been very involved in the West Central Chapter, and currently serves on the OASBO Board of Directors as the Northwest Region Director. Jennifer also serves as the Chair of the OASBO Auditor of State Committee.

Joe Violand, CFA

Director & Portfolio Manager, RedTree Investment Group

With many 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.

Much of his day-to-day involves working closely with current clients and fostering new relationships. His experience in portfolio management combined with the knowledge of relevant sections of Ohio Revised Code gives him the ability to serve RedTree’s clients to the fullest.

Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his wife, Rachel, their daughter, Rosie, and two dogs, Overton and Sable. He enjoys spending time with friends and family, hiking, golfing, and when time allows, traveling the world.

Cindy Ritter

K12 Business Consulting, Inc.; OASBO Past President and Retired Treasurer

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.

Katie Johnson, Esq.

Executive Director, OASBO

Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

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 past President of the Ohio Chapter of Women in Public Finance.

Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

Matt Stout

Partner, Bricker Graydon LLP

Matt Stout is a partner in Bricker Graydon'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.

Ryan Jenkins

Treasurer/CFO, Olentangy Local SD

Ryan Jenkins has been an Ohio school treasurer since 2007.  He currently serves as the Treasurer/CFO for the Olentangy Local Schools.  Ryan began his career in education over 25 years ago, and has also served as a high school math teacher, high school assistant principal and a middle school principal during his time in education.


Andy Geistfeld

Treasurer/CFO, Upper Arlington City Schools

Andrew Geistfeld joined the Upper Arlington City Schools as Treasurer/Chief Finance Officer in November 2005. Prior to joining Upper Arlington, he was the Treasurer of the Olentangy Local School District in Delaware County. He has served in public school districts since 2001 in various capacities. Before working for public schools he worked in the private sector as a Senior Manager with the accounting firm, KPMG.

Throughout his time in education, he has been committed to being a good steward of public funds. He is Past-President of the Ohio Association of School Business Officials (OASBO) and was named its 2022 Outstanding Treasurer of the Year. He is also a member in the Government Finance Officers Association.

Geistfeld is a graduate of the Upper Arlington City Schools. He received a Master of Business Administration from Mount Vernon Nazarene University and a Bachelor of Science in Business Administration from The Ohio State University. He also is a certified public accountant.

Key:

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Essentials of Financial Management & Administration 2025-2026
06/04/2025 at 8:30 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
06/04/2025 at 8:30 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
EFMA - Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer
Recorded 06/04/2025  |  90 minutes
Recorded 06/04/2025  |  90 minutes
EFMA - Module 2: Governing Laws, Regulations and Policies
Recorded 06/04/2025  |  60 minutes
Recorded 06/04/2025  |  60 minutes
EFMA - Module 2: Governing Laws, Regulations and Policies, Continued
Recorded 06/04/2025  |  60 minutes
Recorded 06/04/2025  |  60 minutes
EFMA - Module 7: Investment Basics
Recorded 06/04/2025  |  60 minutes
Recorded 06/04/2025  |  60 minutes
EFMA - Module 4: Fund Accounting & USAS Coding
Recorded 06/04/2025  |  60 minutes
Recorded 06/04/2025  |  60 minutes
EFMA - Module 5: Purchasing
Recorded 06/05/2025  |  75 minutes
Recorded 06/05/2025  |  75 minutes
EFMA - Module 6: Booster/Support Organization
Recorded 06/05/2025  |  60 minutes
Recorded 06/05/2025  |  60 minutes
EFMA - Module 6: Student Activity Programs
Recorded 06/05/2025  |  75 minutes
Recorded 06/05/2025  |  75 minutes
EFMA - Module 7: Reconciliation and Cash Flow
Recorded 06/05/2025  |  60 minutes
Recorded 06/05/2025  |  60 minutes
EFMA - Module 3: Ethics
Recorded 06/05/2025  |  60 minutes
Recorded 06/05/2025  |  60 minutes
Course Survey
7 Questions
CPIM Submission Form
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit.
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit. If you require CPIM for your treasurer license, please download the interactive PDF and complete all information fields. Once the form is filled out, please send the form directly to TOS.
Contact Hours
11.00 Contact Hours credits  |  No certificate available
11.00 Contact Hours credits  |  No certificate available