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, stay tuned for the link 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
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 Pending)
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 Pending)
Standards: 1.2, 2.4, 5.3

1:45 p.m.
Break

2:00 p.m.
Module 3: Ethics (CPIM Pending)
Standards: 5.1, 5.3     
 
3:00 p.m.
Break

3:15 p.m.
Module 4: Fund Accounting & USAS Coding (CPIM Pending)
Standards: 1.2, 1.4, 5.3

4:15 p.m.
Adjourn

Day 2

8:30 a.m.
Module 5: Purchasing  (CPIM Pending)
Standards: 1.2, 1.4, 5.3 

9:45 a.m. 
Break

10:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Pending)   
Standards: 1.2, 1.4, 5.3

11:00 a.m. 
Break

11:15 a.m.
Module 6: Student Activity Programs (CPIM Pending)
Standards: 1.2, 1.4, 5.3
   
12:30 p.m.
Lunch

1:15 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Pending)

2:15 p.m.
Break

2:30 p.m.
Module 7: Investment Basics (CPIM Pending)

3:30 p.m.
Adjourn