Essentials of Financial Management & Administration 2026-2027

Recorded On: 06/25/2026

Date: 06/24-25/2026

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.

*Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

If you are also interested in earning college credit for this course through Ashland University, please be sure to complete an Ashland registration here. Once you register, notify Katie Johnson, katie@oasbo-ohio.org that you are pursuing Ashland credit. 

Please Note: You must register with both OASBO and Ashland to receive credit from each.


Day 1

8:30 a.m.
Program Orientation, Introductions, and Networking
Katie Johnson, OASBO

9:15 a.m.
Module 1: Role of the Treasurer/CFO and Establishment of the Treasurer
Ryan Pendleton, Shared Services Alliance (SSA)
Jennifer Bruns, Mercer County ESC

Standards: 1.1(a-d), 1.2(d), 1.3(a), 1.3(b), 1.4(a), 1.5(a-c), 2.1(c), 2.1(d), 2.2(a), 2.4(a), 2.5(a), 2.5(c), 2.5(e), 4.1(a), 4.2(a), 4.2(c), 4.3(a), 5.1(a-e), 5.3(b), 5.4(a-c), 5.5(a), 5.5(b)

10:45 a.m. 
Break

11:00 a.m. 
Module 2: Governing Laws, Regulations and Policies (CPIM Approved)
Katie Johnson, OASBO

Standards: 1.2(a-c), 2.5(a-c), 5.3(b), 5.3(c)

12:00 p.m.
Lunch

12:45 p.m.
Module 2: Governing Laws, Regulations and Policies, continued (CPIM Approved)
Katie Johnson, OASBO

Standards: 1.2(a-c), 2.5(a-c), 5.3(b), 5.3(c)

1:45 p.m.
Break

2:00 p.m.
Module 3: Ethics (CPIM Approved)
Katie Johnson, OASBO

Standards: 5.1(a-e), 5.3(b) 

3:00 p.m.
Break

3:15 p.m.
Module 4: Fund Accounting & USAS Coding (CPIM Approved)
Jennifer Bruns, Mercer County ESC

Standards: 1.4(a), 1.6(a), 2.1(a), 2.3(a), 5.3(a)

4:15 p.m.
Adjourn


Day 2

8:30 a.m.
Module 5: Purchasing  (CPIM Approved)
Katie Johnson, OASBO
Jennifer Bruns, Mercer County ESC

Standards: 1.2(b), 1.4(a), 2.3(c), 2.4(a), 2.4(b), 3.1(a), 3.3(c), 4.2(b), 5.1(b)

9:45 a.m. 
Break

10:00 a.m. 
Module 6: Booster/Support Organizations (CPIM Approved)   
Samantha Pochedly, Southeast Local Schools (Ravenna)
Chris Williams, Pepple & Waggoner, Ltd. 

Standards: 1.2(a), 1.4(a), 2.3(c), 2.3(d), 2.5(a), 3.4(a), 4.3(a), 4.3(b), 5.3(b)

11:00 a.m. 
Break

11:15 a.m.
Module 6: Student Activity Programs (CPIM Approved)
Andrea Snyder, Allen East Local Schools 

Standards: 1.2(a), 1.4(a), 2.3(c), 2.3(d), 2.5(a), 3.4(a), 4.3(a), 4.3(b), 5.3(b)   

12:30 p.m.
Lunch

1:15 p.m.
Module 7: Reconciliation and Cash Flow (CPIM Approved)
Jennifer Sudhoff, Shared Services Alliance (SSA)

Standards: 2.1(a), 2.1(b), 2.2(b), 2.2 (d), 2.3(b), 2.5(a), 3.1(f), 4.2(c), 5.1(b)

2:15 p.m.
Break

2:30 p.m.
Module 7: Investment Basics (CPIM Approved)
Joe Violand, RedTree Investment Group 

Standards: 2.1(a), 2.1(b), 2.2(b), 2.2 (d), 2.3(b), 2.5(a), 3.1(f), 4.2(c), 5.1(b)

3:30 p.m.
Adjourn


Katie Johnson, Esq.

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.

Jennifer Bruns

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.

Ryan Pendleton

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.  

Samantha Pochedly

Samantha Pochedly

Treasurer, Southeast Local SD (Ravenna)

Christian Williams

Christian Williams

Partner, Pepple & Waggoner, Ltd.

Chris Williams has thirty years of experience as a trial attorney, focusing on all aspects of employment, commercial and general tort litigation. Chris has represented Ohio school boards in trial and appellate court litigation, labor arbitrations, real property tax valuation cases, civil rights claims, employment discrimination, student discipline matters, and many other school law matters. Chris also counsels school boards in labor and other contract negotiations. Chris is the former Chair of the Executive Committee of the Ohio Council of School Board Attorneys and is a regular presenter on school law issues throughout the state.

Andrea Snyder

Andrea Snyder

Treasurer/CFO, Allen East Local SD

Jennifer Sudhoff

Jennifer Sudhoff

Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

Joe Violand, CFA

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.

Key:

Complete
Failed
Available
Locked
Essentials of Financial Management & Administration 2026-2027
06/24/2026 at 8:30 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
06/24/2026 at 8:30 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
Module 1 - Role of the Treasurer/CFO and Establishment of the Treasurer
Recorded 06/24/2026  |  60 minutes
Recorded 06/24/2026  |  60 minutes
Module 2: Governing Laws, Regulations and Policies
Recorded 06/24/2026  |  60 minutes
Recorded 06/24/2026  |  60 minutes
Module 2: Governing Laws, Regulations and Policies, Continued
Recorded 06/24/2026  |  60 minutes
Recorded 06/24/2026  |  60 minutes
Module 3: Ethics
Recorded 06/24/2026  |  60 minutes
Recorded 06/24/2026  |  60 minutes
Module 4: Fund Accounting & USAS Coding
Recorded 06/24/2026  |  60 minutes
Recorded 06/24/2026  |  60 minutes
Module 5: Purchasing
Recorded 06/25/2026  |  60 minutes
Recorded 06/25/2026  |  60 minutes
Module 6: Booster/Support Organizations
Recorded 06/25/2026  |  60 minutes
Recorded 06/25/2026  |  60 minutes
Module 6: Student Activity Programs
Recorded 06/25/2026  |  60 minutes
Recorded 06/25/2026  |  60 minutes
Module 7: Reconciliation and Cash Flow
Recorded 06/25/2026  |  60 minutes
Recorded 06/25/2026  |  60 minutes
Module 7: Investment Basics
Recorded 06/25/2026  |  60 minutes
Recorded 06/25/2026  |  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. The Treasurer of State’s office is implemented a new system for submitting for CPIM credits as of August 1, 2024. Please download the interactive PDF and complete all information fields. Once the form is filled out, please send the form directly back to TOS.
Contact Hours
11.50 Contact Hours credits  |  No certificate available
11.50 Contact Hours credits  |  No certificate available