NW Region Fall School Finance Workshop 2022-2023

  • Registration Closed

Date: 10.11.2022

Location: Hilton Garden Inn - Findlay | 1050 Interstate Drive West | Findlay, OH 45840

Cost: Member - $100 | Non-Member - $200

 

This seminar is intended to provide updates by the Ohio Department of Education and Auditor of State. In addition, we will provide a legal update and have presentations on ethics, investments, special funds, and a panel on board, treasurer, and superintendent relationships. 

*All regional seminars are in-person with the Central region being offered as a hybrid with zoom links.

 

AGENDA

8 a.m.
Welcome and Introductions

8:05 a.m.
Economic and Market Update 
(CPIM Approved)
Joe Violand, RedTree 
 
9:05 a.m.
Cash Balances - Management, Guidance, and Best Practices
Katie Johnson, OASBO, and Members of the Ed Finance Committee

10:05 a.m. 
Break

10:20 a.m.
Auditor of State Update 
(CPIM Approved)
Elizabeth Sudlow and Brenda Troyer, AOS 

11 a.m.
ODE Update 
(CPIM Approved)
Elena Sanders, ODE
 
12:20 p.m. 
Lunch

1 p.m.
Legal Update (DEI)

Erin Wessendorf-Wortman, Ennis Britton 
 
1:45 p.m. 
The Ohio Ethics Law: Watching Our Step! 
(CPIM Approved)
Susan Willeke, Ohio Ethics Commission 
 
2:45 p.m.
Break

3 p.m.
Board, Superintendent, Treasurer Relations

Cajon Keeton, Treasurer/CFO, Benton Carroll Salem Local SD 
Guy Parmigian, Superintendent, Benton Carroll Salem Local SD 

4 p.m. 
Conclusion and Q&A


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.

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. 

Elizabeth Sudlow

Senior Audit Manager, Ohio Auditor of State

Elizabeth lives in Columbus Grove and has worked for the Auditor of State for almost 23 years. 

Brenda Troyer

Audit Manager, Ohio Auditor of State

Brenda is an Audit Manager in the Northwest Region of the Ohio Auditor of State’s Office.  She has an accounting degree from Heidelberg University, and has been with the State Auditor’s Office since 1994. She currently covers audits in Putnam, Paulding, and Defiance counties.

Erin Wessendorf-Wortman

Attorney, Ennis Britton Co., LPA

Ms. Wessendorf-Wortman is a shareholder with the firm. She advises clients on a variety of educational law matters including labor and employment issues, student discipline and rights, special education and 504 matters, relationships with school resource officers, serving transgender students, employee misconduct and investigations, booster matters, and general school law practice. She is a member of the firm’s Special Education and Workers’ Compensation Practice Teams. Ms. Wessendorf-Wortman has served as a lead negotiator in bargaining and defended boards of education in arbitration, court cases, special education mediation, and due process hearings. She has represented school boards before a variety of federal and state administrative agencies, including the Ohio Civil Rights Commission, the State Employment Relations Board, the Internal Revenue Service, the U.S. Equal Employment Opportunity Commission, and the U.S. Department of Education Office for Civil Rights.

Ms. Wessendorf-Wortman is a frequent presenter at professional conferences, and at administrator and staff in-service trainings on a variety of topics including annual legal updates, professional ethics and codes of conduct, implicit bias, relationships with school resource officers, managing booster groups, serving students with disabilities, employee leave matters, and handling employee misconduct.

 She has been selected to the Super Lawyers’ Ohio & Kentucky Rising Stars list for 2017, 2018, 2019 and 2020.

Susan Willeke

Education and Communications Manager, Ohio Ethics Commission

Susan Willeke is an accomplished government-relations professional with more than 30 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.  

Cajon Keeton

Treasurer/CFO, Benton Carroll Salem Local SD

Mr. Keeton joined Benton-Carroll-Salem School District 2015. Mr. Keeton’s past professional work included; Treasurer, Business and Technology Teacher. Mr. Keeton holds a B.A. in Education (Bowling Green State University), M.A. in Educational Administration (Tiffin University), President of Ohio Association of Schools Business Officials.

Dr. Guy Parmigian

Superintendent, Benton Carroll Salem Local SD

Dr. Parmigian joined Benton-Carroll-Salem School District in 2012. Dr. Parmigian’s past professional work included; Director of Curriculum/Career Technology, Assistant Principal, and Teacher. Dr. Parmigian holds a B.A. in Secondary Education/English, M.A. in Educational Administration, Ph.D in Educational Leadership.

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NW Region Fall School Finance Workshop 2022-2023
10/11/2022 at 8:00 AM (EDT)   |  8 hours
10/11/2022 at 8:00 AM (EDT)   |  8 hours
Course Survey
7 Questions
Contact Hours
5.50 Contact Hours credits  |  No certificate available
5.50 Contact Hours credits  |  No certificate available