Levy Planning: Process, Pitfalls and Options (CPIM Approved)

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Fees: $55 (Non-Member) / $30 (Member)

This presentation provides an overview of the levy planning process from start to finish, while covering levy options and the dos and donts for school districts.

Matt Stout

Partner, Bricker Graydon LLP

Matt Stout is a partner in Bricker Graydon'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.

Jackie Lewis

Associate, Bricker & Eckler

Jacquelin (Jackie) Lewis is an associate in Bricker & Eckler’s Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. She assists with and advises on the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; and provides general counsel guidance to political subdivisions with respect to various issues of public law.

Brian Kern

CFO/Treasurer, Dublin City SD

Brian Kern returned to Dublin City Schools and was appointed as Treasurer/CFO on September 1, 2016. Prior to returning to Dublin City Schools, Brian served as the Treasurer/CFO for Olentangy Local School District from 2013-2016. He worked for the Dublin City Schools Finance Department for 10 years. He served as an accountant from 2003-2007, and as assistant treasurer from 2007 to 2013.  He previously served as an officer with the Central Chapter of OASBO and Ohio GFOA Board of Trustees.  He holds a B.S. in Accounting and Public Administration from Heidelberg University.

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Levy Planning: Process, Pitfalls and Options
Recorded 04/26/2021
Recorded 04/26/2021
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1.00 Contact hour credit  |  No certificate available
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