New Technologies - Benefits of Electronic Document Management and Electronic Workflows

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Fees: $55 (Non-Member) / $30 (Member)

Participants will gain knowledge on the benefits of electronic document and workflow management. Various areas where school districts can implement newer technologies to reduce the cost and security concerns associated with paper based forms  and workflow processes will be identified. The presentation  will include best practices for records retention policies and options for converting historic paper records into digital files formats.  Additionally, options for creating an electronic paperless process regarding the creation and approval of financial/ voucher packets, new employee onboarding, any administrative forms, leave requests, employee timesheets, and others will be explained.

Troy Stein

Professional Services Manager, SC Strategic Solutions

Troy Stein has been employed at SC Strategic Solutions since 2008.  Troy currently works with over 500 Ohio School Districts, Career Centers, and Educational Services Centers as an expert in records retention and business process management.  With a focus towards improving paper based processes, Troy has helped countless school districts migrate from paper documents to electronic records.  Using SCView (a web-based software application), Troy has helped build custom electronic forms and workflows for schools and helped them streamline processes to be more efficient.  Additionally, Troy has worked with countless offices throughout the state to build custom integrations with third party products to better improve process management and record-keeping. 

Cajon Keeton

Treasurer/CFO, Benton Carroll Salem Local SD

Cajon Keeton is the Treasurer for the Benton-Carroll-Salem School District in Northwest Ohio. Prior to becoming a Treasurer, Cajon spent 5 years in the classroom as a business and technology teacher. He has a passion for school finance, as well as teaching and learning. 

Mr. Keeton holds a B.A. in Education (Bowling Green State University) and a M.A. in Educational Administration (Tiffin University).

Ryan Pendleton

Executive Director, North Coast Shared Service Alliance (NCSSA)

Ryan Pendleton is the Executive Director of the North Coast Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.  

Jenni Logan

Treasurer/CFO, Sycamore Community City Schools

Jenni Logan is the Treasurer/CFO of Sycamore Community City Schools. Prior to this, she was the treasurer/CFO at District Lakota Local School District January 2011 to August 2022.  Before that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

  

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New Technologies - Benefits of Electronic Document Management and Electronic Workflows - Pt 1
Recorded 04/26/2021
Recorded 04/26/2021
New Technologies - Benefits of Electronic Document Management and Electronic Workflows - Pt 2
Recorded 04/26/2021
Recorded 04/26/2021
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1.00 Contact hour credit  |  No certificate available