NW Region Payroll & Benefits Seminar for Support Staff 2022-2023

Patty Gordon is an Employer Education Sr. Coordinator with State Teachers Retirement System (STRS) of Ohio.  She’s been employed with STRS for 11 years, with eight of those years in Employer Education.  Prior to working for STRS, Patty was in Human Resources and Payroll.  She earned her bachelor’s degree in Business Administration from The Ohio State University.  Growing up in Ohio, she has been a lifelong Buckeye fan.  She enjoys travelling with her husband and 2 daughters, gardening, baking and listening to music.

Carlisa Holman is the Supervisor of Employer Outreach at School Employees Retirement System of Ohio (SERS). She supervises the development of communications and education programs for Employers.  She has worked 20 years at SERS, prior to joining the Employer Services Department, Carlisa worked in the Member Services Department where she provided retirement education for the members and retirees. 

Dawn is the Treasurer/CFO for Van Buren Local School District.

Jacobs had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November.

Jacobs began her career in educational finance as assistant treasurer for Anthony Wayne Local Schools in 1993 and has worked in finance for a variety of Ohio school districts since, including the Lucas County Educational Service Center, Bucyrus City School District and Otsego Local School District.

Jacobs earned a bachelor of science degree in business administration and a master’s of business administration from Heidelberg University. She also holds an Ohio School treasurer’s license from the Ohio Department of Education and a School Finance and Operations Certification through the Association of School Business Officials International.

Beverly A. Meyer is an employment and labor relations lawyer who counsels employers in both the public and private sectors. She is also an education attorney who represents K-12 school districts, colleges and universities. Beverly’s practice encompasses all areas of labor and employment law, including collective bargaining, employee discipline, harassment investigations, wage and hour claims, and leave and benefits issues. Beverly regularly litigates in federal and state courts and appears before administrative agencies, civil service commissions and labor boards. She has also served as an impartial hearing officer in special education due process hearings and has issued decisions on procedural and substantive matters. She is a frequent lecturer on matters affecting her areas of practice and has developed and presented employment-related trainings and programs for clients and professional groups on local, state and national levels.

Tom Munson the Director of Strategic Partnerships with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 40 year career working in the public sector with focus on education.

Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training

Alex Solove has been with Equitable advisors since 2013. He currently serves as a Vice President out of our Cleveland office.  Alex and his team assist school districts and municipal entities across Northeast and Northwest Ohio. 

Randy joined the Perrysburg Exempted Village School District team in September 2021 as Treasurer/CFO for the district. Randy came to Perrysburg after as Treasurer/CFO for Huron City Schools and the Bright Local School District. Randy has used his skills as an educator in management & finance and business leader to improve fiscal office and district operations and improve communications with the Board of Education and public.

Lana joined the Amanda-Clearcreek team in November 2020 as the Treasurer/CFO. Previously she served the Bright Local School District in Highland County as the Treasurer/CFO and the Chillicothe City School District as Human Resources Director and Assistant to the Superintendent for Operations. Prior to public service, Lana worked in the private sector in Marketing, Operations and Management. She has served on numerous community boards and has served as an elected official as a City Councilperson. Lana has used her experience and knowledge to improve the fiscal office and district operations. She strives to continuously improve communications with the board and the community.