Essentials of Leadership 2026-2027

Date: 08/13/2026

Location: OASBO Conference Center | 98 Commerce Park Drive, Westerville, OH 43082

Fee: $100 (Member) / $200(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, ODEW Approved Pathway 3, or for all types of business officials. This is a curriculum-based course, designed to provide you with foundational knowledge in School Business Leadership.*Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

8:30 a.m.
Module 1: Characteristics of Leadership and the Role of the Treasurer/CFO
Jennifer Bruns, Mercer County ESC 
Ryan Pendleton, Shared Services Alliance 

Standards: 1.1(a), 1.1(b), 1.2(b), 1.2(c), 1.3(b), 2.1(d), 2.4(a-b), 2.5(e), 4.1(a-d), 4.2(a), 4.3(a-c), 5.1(a), 5.2(a), 5.5(a), 5.5(c)
 
9:30 a.m. 
Break

9:45 a.m.
Module 2: School District Management – Relationship with the Board of Education and Superintendent 
Ted Caleris, Brooklyn City Schools
Jennifer Bruns, Mercer County ESC 
Ryan Pendleton, Shared Services Alliance

Standards: 1.1(a), 1.1(d), 1.2(d), 1.3(a), 1.3(b), 4.1(a), 4.1(b), 4.2(a), 4.2(c), 5.4(b), 5.4(c)

10:45 a.m. 
Break

11:00 a.m.
Module 3: The District's Strategic Plan - Roles and Responsibilities of the Treasurer/CFO
Jared Bunting, Athens City Schools 
Terrah Stacy, Springboro Community City Schools 

Standards: 1.1(a-d), 1.3(a-d), 1.4(a-b), 1.6(a-b), 2.1(c), 2.1(d), 2.4(a), 2.4(b), 3.4(a), 4.1(d), 4.2(c), 4.2(d), 4.3(a-c)

12:00 p.m. 
Lunch

12:45 p.m.
Module 4: The Treasurer/CFO's Office - Management and Development of Staff
Jennifer Culbertson, Washington Local Schools
Bill Wade, Mentor Schools

Standards: 1.1(d), 1.3(c), 1.5(a-c), 2.5(d), 4.1(a). 4.1(c), 5.1(a), 5.2(a), 5.4(a), 5.5(b)

1:45 p.m.
Break

2:00 p.m. 
Module 5: Advocacy and Communications
Katie Johnson, OASBO
Nicole Marshall, Westerville City Schools

Standards: 1.1(a), 2.5(e), 4.1(a), 4.1(b), 4.3(c), 5.5(c)

3:00 p.m. 
Adjourn