NW Region Accounts Payable and Purchasing 2021-2022

Date: 09/01/2021

Location: Hilton Garden Inn Findlay, 1050 Interstate Dr. West, Findlay, OH 45840

In-Person Only Regionally: $120 (Member) / $240 (Non-Member) 
Virtual Option: $100 (Member) / $200 (Non-Member)  *** If you would like to attend virtually, please register for the Central Region Accounts Payable and Purchasing Virtual Option.

This seminar is designed to ensure financial staff performing duties associated with accounts payable and purchasing are up to date on reporting and compliance requirements as well as understand software upgrades, and legal and compliance issues.

** Note that a virtual option is available for this seminar, but only for the Central Region dates. If you live in another region but would like to attend these workshops virtually, please register for the Central Region workshop, and select the virtual option.

Other Regions

NE Region - 9/15

SE Region - 9/22

SW Region - 9/29

CE Region - 10/6

AGENDA

8:30 a.m.
Welcome and introductions

8:45 a.m.
ESSER II and III
Brian Jones, Ohio Department of Education  

9:30 a.m.
Auditor of State Update 
Updates on AOS Bulletins, transfers and advances, federal COVID update, student activities best practices
Doug Zimmerman, Auditor of State Office  

10:30 a.m.
Break

10:45 a.m.
Roundtable Discussion
Dawn Jacobs, CFO/Treasurer, Van Buren Local Schools
Amy Gioffredo, CFO/Treasurer, Amherst Exempted Village Schools

11:45 a.m. 
Lunch

12:30 p.m.
Document Digitization, Records Retention, Public Records (top 10 records for AP)
Amy Gioffredo, CFO/Treasurer, Amherst Exempted Village Schools

1:30 p.m. 
Best Practices for Cyber Security
Fraudulent unemployment claims, utilizing fresh W9 info, email protocols, dual authentication, locking down access times, special equipment
Shawn Richardson, Rea & Associates 

  
2:15 p.m.
Alternative Payment Options
PNC Bank

3:15 p.m.
Conclusion and Q&A