Q2 Treasurer/CFO Planning Series 2023-2024

Recorded On: 09/13/2023

  • Registration Closed

Date: Sept. 13, 2023

Location: Virtual Online via Zoom

Cost: $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 second quarter of the fiscal year (October, November, December). Specific areas covered in each quarter include CCIP, EMIS, and budget-related content. 

Seminar Directors: 
Kris Blind, London City Schools; Tammi Cowell, Tri-Rivers Career Center; Ryan Pendleton, North Coast Shared Services Alliance

Agenda
8:00 a.m.
Registration & Introductions

8:15 a.m.
Grants Management; Comprehensive Continuous Improvement Plan (CCIP)
 (CPIM Approved)
Topics to be covered include: 
   Monthly project cash requests (PCRs) and budget revisions 
   Prepare for grant carryovers under Grants Management
   Don’t forget -- final expenditure reports (FER) due September 30
Presenter: Seminar Director - Tammi Cowell, Tri-Rivers Career Center 

9:00 a.m.
Break

9:15 a.m.
EMIS Reporting and Funding Topics 
 (CPIM Approved)
What a Treasurer/CFO needs to review with staff for accuracy, timely submission and its importance [45 minutes]: 
   Staff reporting – review for Local Report Card accuracy;
   Casino Count;
   Student full-time equivalent (FTE) counts and accuracy (including percent of time, special education, economic disadvantage, enroll/withdrawal);
   College Credit Plus (CCP) Tuition Review (discussion on how it is loaded into Ohio District Data Exchange (ODDEX) and the 45 day review period); and
   Career Tech Education Funding
   Federal Child Count
   Deep Dive Explanation - The purpose, filing deadline, data to be tracked and other related details for the following [45 minutes]:  
   Excess Cost 
   Catastrophic Cost 
Presenter(s):
Tammy Hrosch - META Solutions
                     Janice Allen, Trotwood-Madison City Schools
 
10:45 a.m.
Break

11:00 a.m.
Tying It All Together: Budgeting & Forecast  (CPIM Approved)
Topics to be covered, along with example documents for reference, include: 
   Tax Budget
   Amended Certificate of Estimated Resources 
   Appropriation modifications
   Importance of meeting with County Auditor
   Reviewing valuations
   Forecast – due November 30
Presenter(s): Seminar Directors - Kristine Blind, London City SD and      
                      Ryan Pendleton, North Coast Shared Services Alliance
 

12:20 p.m.
Lunch

1:00 p.m.
Staff Evaluations - Finance Office
 
Topics to be covered, along with example documents for reference, include: 
   Evaluation Basics 101 
   Do’s and Don'ts
   Differences with exempt staff and union employees
Presenter:  Kristine Blind, London City SD            
 
1:30 p.m.
Break

1:45 p.m.
403(b)/457 Plans  (CPIM Approved)
   Topics to be covered, along with example documents for reference, include: 
   Administration issues, IRS limits/updates
   New teachers or other employees
Presenter:  Adam Schaly, Equitable    

2:30 p.m.
Break

 
2:45 p.m.
FMLA and FLSA Basics
  (CPIM Approved)
Presenter: Megan Greulich, Weston Hurd LLP

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

Tammi Cowell

Treasurer/CFO, Tri-Rivers Career Center

Tammi Cowell has returned to Tri-RIvers Career Center to serve as Treasurer/CFO.  She was employed as the Assistant Treasurer for ten years prior to leaving to become Treasurer/CFO at Northmor Local School District from 2014-2019.  She has been an active member of OASBO for many years serving as both a volunteer, co-chair and chairperson for the annual conference and has recently become a mentor to help prepare beginner Treasurers in their new position.

Tammy Hrosch

EMIS Manager, Meta Solutions

Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of 26 EMIS specialists across five META locations. She has been reporting EMIS data since 2001 and is actively involved with the Ohio Association of EMIS Professionals serving on a variety of committees and former treasurer of the organization. She is a member of the ODE EMIS Advisory Council and is the developer and trainer of materials for the ODE EMIS Alliance grant. Tammy holds a bachelor’s degree in business administration and holds an Ohio school treasurers license. 

Janice Allen

Treasurer/CFO, Trotwood-Madison City Schools

Janice Allen has been the Treasurer/Chief Financial Officer (CFO) of Trotwood-Madison City School District for the last eight years.  Prior to that, she worked for Dayton Public Schools for 20 years, the last eight years as the Assistant Treasurer. She is actively involved in OASBO serving this year as the Chair of Volunteers and the President of the local Miami Valley chapter.  She is a sports enthusiast and loves watching basketball, football and track. She has two sons Sean and Evan and a daughter-in-law, Tia.  Her claim to fame is that she was born one of a set of triplets, identical sister and fraternal brother.

Kristine Blind

Treasurer/CFO, London City Schools

Kristine Blind is the CFO/Treasurer for the London City School District in Madison County. She previously held this position from August 2011 through August 2017 before leaving for the same position with Gahanna-Jefferson Local Schools.

Kristine has been involved in school finance since 1996, beginning as a support staff member in Washington County. She has held several positions throughout her career before becoming a Treasurer in 2009. As a long-time OASBO member, Kristine has participated in numerous committees and serves as a seminar director, mentor as well as frequent presenter.

Ryan Pendleton

Executive Director, Shared Service Alliance (NCSSA)

Ryan Pendleton is the Executive Director of the 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.  

Adam Schaly

Regional Vice President | Mid America Branch, Equitable

Adam Schaly has been with Equitable for 6 years, three as a Regional Vice President. He’s been helping teachers since the beginning of his career and has had the privilege of working with hundreds of educators. One of his favorite parts of the job is helping a teacher realize they can retire sooner than they think if they plan correctly, and OASBO and the 457 plan Equitable has provided at so many schools has been a huge part in that.

Megan Greulich

Partner, Weston Hurd

Megan is a partner with Weston Hurd in the Education and Labor & Employment groups located in Columbus, Ohio. She focuses her practice on providing general counsel to public school districts in board governance, personnel, and student matters. Megan advises education law clients on complex issues including discipline, due process, public records, Title IX, board policies and procedures, collective bargaining, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review, negotiation, and interpretation and enforcement of collective bargaining agreements. Megan has successfully represented clients in arbitrations and in unfair labor practice charges before the State Employment Relations Board (SERB). Megan has represented clients before the U.S. Department of Education office for civil rights in matters involving claims of discrimination involving students, and has defended employers against complaints of discrimination filed with the U.S. Equal Employment Opportunity Commission (EEOC) and the Ohio Civil Rights Commission (OCRC). Megan frequently provides training to clients on a variety of employment and education related matters including human resources, Title IX, board governance, sunshine laws, and personnel-related matters.

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How to Add each session to your Google Calendar
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Grants Management; Comprehensive Continuous Improvement Plan (CCIP)
09/13/2023 at 8:00 AM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 8:00 AM (EDT)  |  Recorded On: 09/13/2023
CPIM Code - Grants Management
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
EMIS Reporting and Funding Topics
09/13/2023 at 9:15 AM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 9:15 AM (EDT)  |  Recorded On: 09/13/2023
CPIM Code - EMIS
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Tying It All Together: Budgeting & Forecast
09/13/2023 at 11:00 AM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 11:00 AM (EDT)  |  Recorded On: 09/13/2023
CPIM Code - Tying It All Together
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Staff Evaluations - Finance Office
09/13/2023 at 1:00 PM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 1:00 PM (EDT)  |  Recorded On: 09/13/2023
403(b)/457 Plans
09/13/2023 at 1:45 PM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 1:45 PM (EDT)  |  Recorded On: 09/13/2023
CPIM Code - 403(b)/457 Plans
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
FMLA and FLSA Basics
09/13/2023 at 2:45 PM (EDT)  |  Recorded On: 09/13/2023
09/13/2023 at 2:45 PM (EDT)  |  Recorded On: 09/13/2023
CPIM Code - FMLA and FLSA Basics
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Course Survey
5 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available