Essentials of Human Resources 2021-2022

Recorded On: 11/04/2021

  • Registration Closed

Date: 11/3-4/2021

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 October 20. If you register after that date you will receive digital copies.

 

A course in human resources for all types of school business officials, including business managers/business operations professionals, food service supervisors/directors, transportation supervisors/directors, and treasurers/CFOs. The course will provide comprehensive content in the areas of hiring, compensation, employment laws, leave provisions, performance review, incentive pay, discipline, and separation from employment.

 

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

8:00 a.m. 
Hiring Basics: Recruiting Methods, Job Descriptions, and Application Forms

Sara Katz, Walter Haverfield LLP

 
9:00 a.m.
Break


9:15 a.m.    
Hiring Basics: Interviewing, Reference Checks, Offer of Employment

Sara Katz, Walter Haverfield LLP

10:15 a.m. 
Break

10:30 a.m.  
Compensation and Employment Laws: Civil Service, Types of Employment Contracts, Bargaining v. Non-Bargaining Unit, Overview of Negotiations

Kate Davis, Bricker & Eckler LLP

11:30 a.m. 
Lunch

12:15 p.m.
Compensation and Employment Laws: Teacher Compensation and Salary Schedules

Kate Davis, Bricker & Eckler LLP

1:00 p.m. 
Break

1:15 p.m. 
Compensation and Employment Laws: Employment Contracts/Board Agendas-What Should Be On Them, Personnel Files, and Records Retention

Jason Stuckey, Bricker & Eckler LLP

2:45 p.m. 
Break

3:00 p.m.    
Employment Laws and Leave Provision

Brad Bennett, Bricker & Eckler LLP

4:30 p.m. 
Adjourn

Day 2

8:00 a.m.  
Evaluation Training, Performance Evaluation Criteria, Effective Conveyance, and Evaluation Requirements

Kate Davis, Bricker & Eckler LLP

9:15 a.m.
Break

9:25 a.m.
Compensation Systems/Merit Pay

Jason Stuckey, Bricker & Eckler LLP

9:55 a.m.
Break


10:05 a.m.
Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation

Brad Bennett, Bricker & Eckler LLP

11:20 a.m.
Lunch

12:00 p.m.
Separation from Employment

Aaron Rothey, Bricker & Eckler LLP

1:30 p.m.
Break

1:40 p.m. 
Workers Compensation & Unemployment

Kacy Beauman, Sedgwick
Roger Baker, Sedgwick

2:25 p.m.
Break

2:35
403(b), 457 Plans, HSA’s, Section 125, and Voluntary Benefits

Terry Harrell, VOYA Financial
Lisa Stevens, American Fidelity

3:30
Break

3:40 p.m.
Employee Benefits

Cyndie Schepis, Gallagher Benefit Services

4:30 p.m. 
Evaluations & Adjourn

 

Sara Katz

Sara brings more than a decade of legal experience to the Walter | Haverfield Education Law Group. Previously, Sara served as assistant legal counsel at the Ohio Department of Education (ODE) where she advised ODE staff on education law matters, worked closely with the Ohio Attorney General’s office on litigation, ensured compliance with state and federal law, drafted education-related rules to implement in the Ohio Revised Code and facilitated administrative hearings with ODE. Prior to her time at ODE, Sara founded her own multi-state general practice law office where she represented hundreds of clients on a broad range of litigation and transactional cases.

Kate Davis

Senior Attorney, Bricker & Eckler

Kate Davis is a member of Bricker & Eckler's Education group and practices in the firm's Dayton office. She counsels public sector clients on a variety of issues with a particular emphasis on labor and employment matters, including collective bargaining, grievance arbitration and representing employers before the State Employment Relations Board. She also partners with school districts and higher education institutions on a variety of issues, including administration of policies, public records issues, student affairs, constitutional issues, real property tax valuation and exemption laws and compliance with federal laws. Kate regularly advises clients regarding employment and labor-related matters involving Title VII, FMLA, ADEA, ADA, FLSA and R.C. Section 4112 issues, and frequently assists clients with policy revision and training.

Jason Stuckey

Associate, Bricker & Eckler

Jason Stuckey advises a multitude of public sector clients with a focus on school districts and higher education institutions. He advises clients on compliance with a wide array of issues including but not limited to federal and state labor and employment issues, employee disciplinary concerns, contract issues, licensure issues, FERPA issues, ethics issues, the Ohio Open Meetings Act, student-related disciplinary matters, residency and custody disputes, public records requests, FERPA, and the drafting and implementation of policies. Jason also has extensive experience representing clients in collective bargaining negotiations, labor arbitrations, and employee grievances. He has also represented clients before the Ohio Civil Rights Commission, state and federal courts; including the Court of Appeals. Jason has also advised higher education clients on Title IX and NCAA compliance issues.

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.

Aaron Rothey

Associate, Bricker & Eckler

A former high school English teacher, Aaron Rothey is an education attorney with firsthand experience in Ohio's public school system.

Prior to finishing law school at The Ohio State University, he earned a Master’s of Education degree from Ohio State’s College of Education and Human Ecology, as well as a Bachelor’s degree in English with honors from Ohio State. In law school, Aaron was a Moritz Merit Scholar, the executive note editor for the Ohio State Law Journal, and an active participant in the Moot Court Program.

Kacy Beauman

Senior Project Manager, Sedgwick

Kacy joined Sedgwick in 2014 and has been in the Third Party Administration industry since 2001.  Kacy attended Columbus State Community College majoring in architecture. Kacy has held various roles over the past 21 years including managing claims, representing clients at workers compensation and unemployment hearings, managing workers compensation programs as an account executive, safety consulting and project management. In her current role, Kacy is responsible for managing the state fund training program, assisting with the management of the unemployment operations and managing the onboarding process of new partners. 

Roger Baker

Team Lead/Unemployment Compensation, Sedgwick

Since1994 Roger has been perfecting best practices in unemployment costcontrol.  His extensive training and experience have positioned him toeffectively manage all aspects of unemployment, in all U.S. states and variousterritories.  He is a frequent facilitator for unemployment, often leadinginstructional engagements on unemployment cost control strategies foremployers.  Currently he is a member of the World Speakers Association,the American Professional Speakers Association, the Ohio Speakers Association,and the International Association of Workforce Professionals.

Terry Harrell

Regional Vice President, Voya Financial Advisors

Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

Lisa Stevens

Account Development Executive, American Fidelity

Lisa Stevens serves as an Account Development Executive at American Fidelity. She brings more than a decade of experience serving solely the education community.

In her role, Lisa works closely with school districts in Ohio and Michigan to help develop employee benefit plans that meet their needs. She often speaks to associations, business managers, and superintendents on topics such as Section 125 Plan Compliance, Patient Protection and Affordable Care Act, High Deductible Plans, HSAs and Public Student Loan Forgiveness.

Lisa is licensed in Life and Health and has her Series 6 and 63 licenses. She is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier. 

Cyndie Schepis

Area Executive Vice President, Gallagher Risk Management & Consulting

Cyndie is an accomplished health care consultant with 30+ years of experience.  Her background includes account management with insurance carriers like CIGNA Healthcare, where she was exposed to the carrier side of the healthcare business.  She has worked as a consultant for the past 17 years.   

Cyndie currently oversees the Ohio Public Sector Practice as team lead.  She provides a long history of experience with consortia building and management, union relationships and education, public sector compliance issues and employee engagement.

Key:

Complete
Failed
Available
Locked
Module 1: Welcome and Introductions/Hiring Basic: Recruiting Methods, Job Descriptions and Application Forms
11/03/2021 at 8:00 AM (EDT)   |  30 minutes
11/03/2021 at 8:00 AM (EDT)   |  30 minutes Meeting ID: 894 7005 6473 Passcode: 489456
Module 1: Hiring Basics: Interviewing, Reference Checks, Offer of Employment
11/03/2021 at 9:15 AM (EDT)   |  60 minutes
11/03/2021 at 9:15 AM (EDT)   |  60 minutes Meeting ID: 822 9049 8187 Passcode: 218969
Module 2: Compensation and Employment Laws: Civil Service, Types of Employment Contracts, Bargaining v. Non-Bargaining Unit, Overview of Negotiations
11/03/2021 at 10:30 AM (EDT)   |  60 minutes
11/03/2021 at 10:30 AM (EDT)   |  60 minutes Meeting ID: 836 3955 5783 Passcode: 744476
Module 2: Compensation and Employment Laws: Teacher Compensation and Salary Schedules
11/03/2021 at 12:15 PM (EDT)   |  45 minutes
11/03/2021 at 12:15 PM (EDT)   |  45 minutes Meeting ID: 830 1543 0842 Passcode: 430739
Module 2: Compensation and Employment Laws: Employment Contracts/Board Agendas-What Should Be On Them, Personnel Files, and Records Retention
11/03/2021 at 1:15 PM (EDT)   |  90 minutes
11/03/2021 at 1:15 PM (EDT)   |  90 minutes Meeting ID: 862 1350 3952 Passcode: 370055
Module 3: Employment Laws and Leave Provisions
11/03/2021 at 3:00 PM (EDT)   |  90 minutes
11/03/2021 at 3:00 PM (EDT)   |  90 minutes Meeting ID: 898 3206 5216 Passcode: 531937
Module 4: Evaluation Training, Performance Evaluation Criteria, Effective Conveyance and Evaluation Requirements
11/04/2021 at 8:00 AM (EDT)   |  75 minutes
11/04/2021 at 8:00 AM (EDT)   |  75 minutes Meeting ID: 865 6951 3504 Passcode: 738182
Module 4: Compensation Systems/Merit Pay
11/04/2021 at 9:25 AM (EDT)   |  30 minutes
11/04/2021 at 9:25 AM (EDT)   |  30 minutes Meeting ID: 859 6076 8396 Passcode: 020729
Module 5: Documentation Disciplinary Action, Progressive Discipline, Grievance Administration, Past Practice, Union Representation
11/04/2021 at 10:05 AM (EDT)   |  75 minutes
11/04/2021 at 10:05 AM (EDT)   |  75 minutes Meeting ID: 852 0770 7199 Passcode: 816442
Module 6: Separation from Employment
11/04/2021 at 12:00 PM (EDT)   |  90 minutes
11/04/2021 at 12:00 PM (EDT)   |  90 minutes Meeting ID: 876 3327 5946 Passcode: 073674
Module 6: Workers Compensation & Unemployment
11/04/2021 at 1:40 PM (EDT)   |  45 minutes
11/04/2021 at 1:40 PM (EDT)   |  45 minutes Meeting ID: 895 5931 4805 Passcode: 596152
Module 6: 403(b), 457 Plans, HSA’s, Section 125 and Voluntary Benefits
11/04/2021 at 2:35 PM (EDT)   |  55 minutes
11/04/2021 at 2:35 PM (EDT)   |  55 minutes Meeting ID: 861 6888 4372 Passcode: 399776
Module 6: Employee Benefits
11/04/2021 at 3:40 PM (EDT)   |  50 minutes
11/04/2021 at 3:40 PM (EDT)   |  50 minutes Meeting ID: 811 6802 0537 Passcode: 181194
Course Survey
7 Questions
Contact Hours
13.50 Contact Hours credits  |  No certificate available
13.50 Contact Hours credits  |  No certificate available