Leading Together: A Fiscal Planning Summit for School District Leadership Teams

Date: 10/13/2026

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH | 43082 OR Online via Zoom
*In-person attendance is limited to 70 participants.

Fees: $100 

Districts across Ohio are facing increasing financial pressure. Join this joint workshop with OASBO and OSBA, to equip leadership teams with practical strategies to address today's fiscal challenges. This hybrid workshop is designed for treasurers, superintendents, school board members, and district administrators.

Through presentations, case studies, and discussion, the session will: 

• Examine why so many districts are subject to fiscal monitoring, what warning signs to watch for, and what different fiscal designations mean for your district
• Explain revenue options, including levy considerations and outline the legal boundaries that guide board action
• Outline required processes, timelines, and contractual considerations when looking at staff reductions, helping leaders understand how to approach them while remaining compliant and aligned with district priorities

9:00 a.m. 
Welcome and Overview
Tom Hosler, OSBA
Katie Johnson, OASBO

9:15 a.m. 
Understanding the Current Fiscal Landscape 
Kim Richards, Ohio Department of Education & Workforce
Ryan Pendleton, Shared Services Alliance (SSA)

10:15 a.m. 
Revenue Considerations and Legal Parameters 
Ryan Callendar, Squire Patton Boggs 

11:15 a.m. 
Staffing, Contracts, and Reductions
Julia Bauer, Scott Scriven LLP 
Brook Price, Perrysburg EVSD 

12:15 p.m. 
Lunch & Networking

12:45 p.m. 
Putting It All Together: Planning, Communication, and Leadership in Action 
District Team, Westerville City Schools
Matthew Geha, Springfield Local Schools (Holland)
Dr. Andy Hatton, Findlay City Schools

1:45 p.m. 
Fiscal Planning Hands-On Workshop
Ryan Ghizzoni, Frontline

3:00 p.m. 
Closing Reflections
Tom Hosler, OSBA
Katie Johnson, OASBO