Fall School Finance Workshop 2021-2022

Includes a Live Event on 10/05/2021 at 8:00 AM (EDT)

Date: 10/05/2021

Location: Online

Fee: $100 (Member) / $200 (Non-Member) The virtual option will be live and recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register and view the recordings.

 

This seminar is intended to provide updates by the Ohio Department of Education, Auditor of State, and an update from OASBO on Legislative Advocacy efforts. In addition, we will provide a legal update and have presentations on grants management, investments, and capital financing. 

 

AGENDA

 

8:15 a.m.
Welcome and introductions

 

8:30 a.m.
ODE Update - State Funding Update 
(CPIM Approved)
Aaron Rausch, Director of Budget and School Funding, ODE

 

9:15 a.m.
Auditor of State Update

Melissa Kandel, AOS

 

10:00 a.m.
Break

 

10:15 a.m.
Legal Update

Heather Vlasuk & Emily Spivak, Squire Patton Boggs

 

11:00 a.m.
Break

 

11:15 a.m.
Grants Management - ESSER
(CPIM Approved)
Brian Jones, ODE

 

12:15 p.m.
Lunch

 

1:00 p.m.
Legislative Update
 
Nicole Donovsky, Chris McCloskey and Matt Stout, Bricker & Eckler LLP

 

1:45 p.m.
Capital Financing
(CPIM Approved)
Rick Manoloff, Squire Patton Boggs
Kent Cashell, RBC Capital Markets
Michael Prcela, Sudsina & Associates


2:45 p.m.
Break

 

3:00 p.m.
Investments
(CPIM Approved)
Ryan Nelson and Joe Violand, Redtree Investment Group

 

4:00 p.m.
Conclusion and Q&A

  

Aaron Rausch

Director, Office of Budget and School Funding, Ohio Department of Education

Aaron Rausch is the Director of Budget and School Funding at the Ohio Department of Education (ODE), where he manages an agency budget of more than $13 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. 

Melissa Kandel

Senior Audit Manager, Ohio Auditor of State

Melissa Kandel is a Senior Audit Manager with the Auditor of State’s financial audit group in the Central Region. The Financial Audit Group is responsible for conducting financial audits of all public entities as required by Ohio law. Melissa has overall responsibility for audits in Knox and Licking Counties.

Melissa has been employed with the Auditor of State’s office since 2006. She is a graduate of Muskingum University where she earned a Bachelor of Arts Degree in Accounting and Business. She has been a Senior Audit Manager for four years. 

Heather Vlasuk

Attorney, Squire Patton Boggs

Heather has a wide range of experience in public law, advising municipalities, townships, counties and other political subdivisions on a wide variety of matters, including economic development, real estate and land use. Heather’s experience includes facilitating eminent domain and special assessments proceedings on behalf of public entities. Heather has also successfully represented public entities in legal actions before state and federal courts, including actions under 42 USC 1983, as well as in administrative proceedings before regulatory agencies such as the Ohio Liquor Commission and Ohio Public Utilities Commission. 

Immediately prior to joining Squire Patton Boggs, Heather served as general counsel to a captive insurance enterprise, which included segregated account facilities and 831(b) captive management.

Emily Spivack

Associate, Squire Patton Boggs

Emily Spivack is an associate in the firm’s Labor & Employment Group where her practice focuses on issues facing employers and public school districts.

Brian Jones

Executive Director Office of School Finance, Ohio Department of Education

For the past 18 years of Brian’s 25 years of service, he has spent with the Ohio Department of Education, as the Director of the Office of Grants Administration. The Office of Grants Administration is responsible for managing 80+ federal and state grants totaling $2 billion.  This includes but not limited to reviewing cash requests and final expenditure reports, providing technical assistance, agency-wide risk assessment and subrecipient monitoring.

He is responsible for financial aspect of the department’s the e-grant system, (Comprehensive Continuous Improvement Plan - CCIP).  In addition, his office has developed an online monitoring system (Compliance and Tracking System) which interact with other systems with the department.

Brian is also part of the agency’s leadership team to work with the state and federal audits and monitoring.   

Prior to joining the department, Brian served as an Audit Supervisor with the Auditor of State and the Ohio Department of Development.  During his time with the Auditor of State’s Office, he was in charge of the Department Human Services at both the state and county levels.  While with the Department of Development he was responsible for financial/programmatic compliance audits and technical assistance to Cities, Counties and Non-Profits.

Katie Johnson, Esq.

Deputy Executive Director, OASBO

Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, Katie serves as the advocacy lead for the association and as in-house legal counsel, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she develops curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Prior to joining OASBO, Katie represented school districts as a public finance attorney, focusing her practice on serving as bond counsel and underwriter's counsel in debt and lease financings and as general counsel for Ohio political subdivisions. Specifically, Katie worked with school districts on bond issues, note issues, leases, tax levies, public records and other matters of concern to school business officials.

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 President of the Ohio Chapter of Women in Public Finance. 

Matt Stout

Partner, Bricker & Eckler

Matt Stout is a partner in Bricker & Eckler'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.

Patrick King

Managing Director, STIFEL

Patrick King joined Stifel in April 2009 after entering the public finance business in 2001 and has worked on hundreds of financings with a par amount of more than $4 billion. Mr. King’s experience includes financings for cities, school districts, libraries, counties, special districts, authorities, and park districts in Ohio. Mr. King received a Masters of Public Administration from John Glenn Institute at The Ohio State University and a Bachelors of Arts from the University of Dayton. He maintains Series 7 and 53 licenses. Mr. King is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, the Columbus Metropolitan Library’s Friends of the Library, and the Hospital Commission of Franklin County.

Marvin Founds

Director of Education Finance, Baker Tilly Virchow Krause, LLC

Marvin Founds is a director and municipal advisor with Baker Tilly Municipal Advisors, LLC. He has been an education finance professional for over 30 years, serving as treasurer/CFO for various school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

Through his longtime involvement in the field, Marvin has developed a statewide reputation for his range of knowledge in school finance. He has been a speaker and panelist at many conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances. 

Marvin earned a Bachelor of Science Degree in Business Administration with a Finance concentration from The Ohio State University, and has two Master’s Degrees from Ashland University - Business Administration and Education.

Ryan Nelson

Managing Principal & Portfolio Manager, RedTree Investment Group

Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee. 

Joe Violand, CFA

Portfolio Manager, RedTree Investment Group

With five 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. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Key:

Complete
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Welcome and Introductions/ ODE Update - State Funding Update
10/05/2021 at 8:00 AM (EDT)   |  80 minutes
10/05/2021 at 8:00 AM (EDT)   |  80 minutes Meeting ID: 886 8824 2987 Passcode: 103168
Auditor of State Update
10/05/2021 at 9:20 AM (EDT)   |  40 minutes
10/05/2021 at 9:20 AM (EDT)   |  40 minutes Meeting ID: 824 2087 8058 Passcode: 134290
Legal Update
10/05/2021 at 10:15 AM (EDT)   |  45 minutes
10/05/2021 at 10:15 AM (EDT)   |  45 minutes Meeting ID: 867 5532 8340 Passcode: 659022
Grants Management - ESSER
10/05/2021 at 11:15 AM (EDT)   |  60 minutes
10/05/2021 at 11:15 AM (EDT)   |  60 minutes Meeting ID: 860 0231 6624 Passcode: 646376
Legislative Update
10/05/2021 at 1:00 PM (EDT)   |  45 minutes
10/05/2021 at 1:00 PM (EDT)   |  45 minutes Meeting ID: 876 5267 2119 Passcode: 993549
Capital Financing
10/05/2021 at 1:45 PM (EDT)   |  60 minutes
10/05/2021 at 1:45 PM (EDT)   |  60 minutes Meeting ID: 863 7166 7276 Passcode: 546328
Investments
10/05/2021 at 3:00 PM (EDT)   |  60 minutes
10/05/2021 at 3:00 PM (EDT)   |  60 minutes Meeting ID: 896 3994 9086 Passcode: 263329
Course Survey
7 Questions
Contact Hours
6.50 Contact hour credits  |  No certificate available
6.50 Contact hour credits  |  No certificate available