Q1 Treasurer/CFO Planning Series 2024-2025

Includes Multiple Live Events. The next is on 04/24/2025 at 8:00 AM (EDT)

Date: 04/24/2025

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

Fee: $100 (Member) / $200 (Non-Member)

This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the first quarter of the fiscal year (July, August, September). Specific areas covered in each quarter include CCIP, EMIS and budget-related content.  


Agenda

8:00 a.m. 
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)  (CPIM Applicable) 
     
Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools
Jeff Dornbusch, Treasurer, Port Clinton City Schools


9:00 a.m. 
Break


9:15 a.m. 
Licensure Issues: Licensure Validation, Local Professional Development Committee, and Individual Professional Development Plan 
 
John Espy, MBA, Treasurer/CFO, Loveland City Schools


9:45 a.m. 
Break


9:50 a.m.
Educational Management Information System (EMIS)   (CPIM Applicable)
    
Tami Bevins, EMIS/SIS/Testing Supervisor, Four County Career Center   


10:50 a.m.
Break


11:00 a.m.
Records Retention
Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools
Jeff Dornbusch, Treasurer, Port Clinton City Schools


11:45 a.m.
Lunch


12:30 p.m.   
Student Activities & Boosters   (CPIM Applicable)
Becky Princehorn, Partner, Bricker Graydon LLP                                                                   
Lisa Dobbins, Treasurer, Liberty-Benton Local Schools


1:30 p.m. 
Break


1:45 p.m.
Tying It All Together: Budgeting & Forecast   (CPIM Applicable) 

Cajon Keeton, Treasurer/CFO, Benton-Carroll-Salem Schools 
Jeff Dornbusch, Treasurer, Port Clinton City Schools          


2:45 p.m.
Break

3:00 p.m.
Round Table Discussion - Cash vs. GAAP - Preparing for year-end
Melcie Wells, Treasurer, Warren Local Schools
Rhonda Feasel, Treasurer/CFO, Mohawk Local Schools


3:45 p.m.
Conclusion and Q&A


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).

Jeff Dornbusch

Treasurer/CFO, Port Clinton City Schools

Jeff Dornbusch is the Treasurer for the Port Clinton City School District in Northwest Ohio. He also serves on his local school board as well as a member of the board of directors for his local community hospital.

Prior to becoming a Treasurer Jeff spent 15 years in the private sector as a corporate controller.  He also has a business education teacher license and holds a Master’s degree in Educational Administration.

Jeff also runs Golden Gate Financial Services, LLC which provide financial consultations to public schools in Ohio.

John Espy, MBA

Treasurer/CFO, Loveland City SD

John Espy is currently the Treasurer and Chief Financial Officer for Loveland City Schools. Prior, he was at the Milford Exempt Village School District, having also served as Treasurer/CFO and before that in both Miamisburg City School District and in the Clermont Northeastern Local School District.  Prior to his appointments as a Treasurer/CFO, he served as a Financial Software Specialist and Coordinator of Fiscal Applications at the Hamilton Clermont Cooperative (HCC) located in Loveland, OH.  In this role, Mr. Espy developed and led training sessions for over 42 school districts in southwest Ohio.  He also served as the team lead for the implementation and training of the state software redesign accounting and payroll software as well as Powerschool’s eFinancePlus applications at HCC.  Mr. Espy worked closely to configure and utilize third party softwares such as EDGE printing solutions, Bonefish Systems fraud prevention software, Strategic Solutions’ SCView, and OnBase by Hyland.  

Tami Bevins

EMIS Supervisor, Four County Career Center

Tami has been the EMIS/State Testing Supervisor at Four County Career Center in Archbold, OH for 15 years. Prior to that she worked at an ITC assisting districts with their student software systems. Tami has a master’s degree in Career-Technical Education with a minor in Business/Human Resource Management. She and her husband  enjoy spending time with their blended family of 8 children and 13 grandchildren. 

Rebecca C. Princehorn, Esq.

Attorney, Bricker Graydon LLP

Becky Princehorn is a partner in Bricker & Graydon's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio income tax-backed school district bonds; the first publicly offered Public Library Fund-backed library notes; the first Ohio K-12 state co-funded (OFCC) project on a state university campus; the first sale of Ohio school district bonds to the USDA; the first Ohio general obligation bond issue with a local government fund pledge; the first Ohio municipal general obligation bond issue for housing; and the first Ohio school district minibond issue.

Lisa Dobbins

Treasurer, Liberty-Benton Local Schools

Lisa Dobbins has worked in a fiscal officer/fiduciary role for public entities in Ohio for over two decades, including serving as the Business Manager for the Hancock County Board of Developmental Disabilities, and as the Treasurer for the Liberty-Benton Local School District. During Lisa’s career in the public sector, she has participated in collective bargaining with several different unions, including local unions represented by the OFT, the Teamsters, and OAPSE. Lisa has direct experience working through the employer side of two different union organizing campaigns involving two different unions: Teamsters and OFT. Particularly unique to Lisa’s collective bargaining experience is she was a member of the District negotiating teams when the employer negotiated a merit-based compensation system with all three employee unions and implemented furlough amidst budget constraints.

Melcie Wells

Treasurer/CFO, Warren City Schools

A public school Treasurer for 15 years, Melcie has established herself as a respected colleague that strives in leadership and collaboration. A 1993 graduate of Waterford High School, a 1996 graduate of Marietta College with a Bachelor of Arts degree in Accounting, Melcie started her career in the newspaper industry serving as the accountant for the Gannett owned Marietta Times in Marietta, Ohio.  In 1999, she decided to further her education and in 2000, became a graduate of Ohio University with a Masters of Science in Accounting.

In 2000, Melcie accepted a position with the Local Government Services division of the Ohio State Auditor’s Office. Over the next eight years, Melcie worked with various governmental entities assisting and or completing GAAP conversions, five-year forecasts, PAFR’s, training of governmental finance officials, and creating training manuals. 

In 2008, Melcie accepted her first Treasurer’s position in her home school district, Warren Local in Vincent, Ohio. In 2011, Melcie accepted an additional position with Fort Frye Local Schools as their Treasurer and served both District’s through a shared services agreement for 2 years. Melcie still serves as the Treasurer at Warren Local currently and is a past OASBO Board President.

Rhonda Feasel

Treasurer/CFO, Mohawk Local SD

Rhonda Feasel holds a Bachelor of Science in Business Administration from Heidelberg University and Masters of Education – School Business Official from Ashland University. She has experience working with the Crawford County Auditor’s Office, State Auditor’s Office, two public schools (Elgin Local and Mohawk Local), one educational service center (North Central Ohio ESC), and Marion Technical College as a professor of Accounting and Business.   Rhonda has been active in OASBO for over fifteen years.  During that time she has served on the Auditor of State, Education Finance, and Diversity, Equity and Inclusion committees. 

Key:

Complete
Failed
Available
Locked
Q1 Treasurer/CFO Planning Series 2024-2025
04/24/2025 at 8:00 AM (EDT)   |  8 hours  |  Attendance Required
04/24/2025 at 8:00 AM (EDT)   |  8 hours  |  Attendance Required
Treas/CFO Planning, Q1 - Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)
04/24/2025 at 8:00 AM (EDT)  |  60 minutes
04/24/2025 at 8:00 AM (EDT)  |  60 minutes
Treas/CFO Planning, Q1 - Licensure Issues: Licensure Validation, Local Professional Development Committee, and Individual Professional Development Plan
04/24/2025 at 9:15 AM (EDT)  |  30 minutes
04/24/2025 at 9:15 AM (EDT)  |  30 minutes
Treas/CFO Planning, Q1 - Educational Management Information System (EMIS)
04/24/2025 at 9:50 AM (EDT)  |  60 minutes
04/24/2025 at 9:50 AM (EDT)  |  60 minutes
Treas/CFO Planning, Q1 - Records Retention
04/24/2025 at 11:00 AM (EDT)  |  45 minutes
04/24/2025 at 11:00 AM (EDT)  |  45 minutes
Treas/CFO Planning, Q1 - Student Activities & Boosters
04/24/2025 at 12:30 PM (EDT)  |  60 minutes
04/24/2025 at 12:30 PM (EDT)  |  60 minutes
Treas/CFO Planning, Q1 - Tying It All Together: Budgeting & Forecast
04/24/2025 at 1:45 PM (EDT)  |  60 minutes
04/24/2025 at 1:45 PM (EDT)  |  60 minutes
Treas/CFO Planning, Q1 - Round Table Discussion - Cash vs. GAAP - Preparing for year-end
04/24/2025 at 3:00 PM (EDT)  |  45 minutes
04/24/2025 at 3:00 PM (EDT)  |  45 minutes
Course Survey
5 Questions
CPIM Submission Form
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit.
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit. The Treasurer of State’s office is implementing a new system for submitting for CPIM credits. With this system, attendees will no longer be able to access their MyCPIM accounts as of August 1, 2024. For the new process, please download the interactive PDF and complete all information fields. Once the form is filled out, please send the form directly to TOS.
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available