
Q2 Treasurer/CFO Planning Series 2025-2026
Includes Multiple Live Events. The next is on 09/11/2025 at 9:00 AM (EDT)
Date: 09/11-12/2025
Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH | 43082 OR Online via Zoom
Fee: $150 (Member) / $300 (Non-Member)
Join us September 11-12 for the Q2 Quarterly Planning Series where we will roll up our sleeves for in-depth sessions on the tax budget and forecasting, and reconciling EMIS reporting, as well as touching on excess and threshold cost, levy planning, board relations and open enrollment. Now updated to a two-day format, the Quarterly Planning Series offers more hands-on learning, deeper strategy sessions, and valuable networking opportunities. Don’t forget your laptop—you’ll have time to review or work on specific items during networking. Whether you are new to the profession or a seasoned veteran, don’t miss this chance to boost your skills and connect with peers.
Seminar Director(s): Kristine Blind, London City Schools; Tammi Cowell, Tri-Rivers Career Center; Ryan Pendleton, Shared Services Alliance
Agenda
Day 1
9:00 a.m.
Excess Cost & Threshold Cost (CPIM Applicable)
Kyle Kiffer, Nordonia Hills City Schools
10:15 a.m.
New Board Members
Kristine Blind, London City Schools
10:30 a.m.
Break
10:45 a.m.
Levy Planning (CPIM Applicable)
Ryan Pendleton, Shared Services Alliance (SSA)
11:15 a.m.
Open Enrollment & ACA Reporting & 1095 Process
Kristine Blind, London City Schools
Tammi Cowell, Tri-Rivers Career Center
11:45 a.m.
Lunch
12:30 p.m.
Tying It All Together: Budgeting & Forecasting (CPIM Applicable)
Ryan Pendleton, Shared Services Alliance (SSA)
1:45 p.m.
Break
2:00 p.m.
Real-Estate
Meghan Rohde, Bay Village City Schools
Cajon Keeton, Benton Carroll Salem Local Schools
3:30 p.m.
Q&A, Hands-On Help
4:30 p.m.
Networking
Day 2
8:00 a.m.
EMIS Reporting: Reconcile Payment Report (CPIM Applicable)
Ryan Pendleton, Shared Services Alliance (SSA)
Elizabeth Davis, Meta Solutions
Overview of Fiscal Calendar
1:00 p.m.
Adjourn

Kyle Kiffer
Treasurer, Nordonia Hills City SD
Kyle Kiffer is currently the Treasurer at Nordonia Hills City SD. Prior to this he was the Treasurer for the Streetsboro City SD. Kyle spent nine years with the Ohio Auditor of State’s office Auditing School Districts, Cities, Village’s, Charter Schools, and Counties. Kyle started with the State as an intern and left as an Audit Manager.
Kyle received a degree in Accounting and Financial Management from Hiram College, where he still volunteers as a mentor to students within the schools Accounting program. He has also run ten marathons and is a three-time Ironman, a140.6-mile triathlon. He resides in Lakewood, Ohio with his wife and two daughters.

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 (SSA)
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.

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.

Terrah Stacy
Treasurer, Springboro Community City SD
Terrah Stacy serves as the Treasurer/CFO of Springboro Community City School district, where she oversees the financial operations of the district; a role she has served in since December 2013. Mrs. Stacy graduated with a Bachelor of Science Degree in governmental non-profit accounting and received an MBA from Purdue University. She holds a current Ohio School Treasurer’s and Business Manager’s license issued by the Ohio Department of Education (ODE). Mrs. Stacy has over twenty-nine years of accounting experience, twenty-five years of which have been in public education.

Meghan Rohde
Treasurer, Bay Village City Schools
Meghan Rohde is Treasurer of Bay Village City School District. She started with the district in April of 2021. Before coming to Bay Village, Meghan served as Chief Financial Officer/Treasurer of Clyde-Green Springs School District in southeastern Sandusky and northern Seneca counties.
Prior to serving school districts, Meghan was a Senior Internal Auditor for PNC Bank in Cleveland and the Standard Register Company in Dayton.
Meghan earned her B.S. in Accounting and Finance from Wright State University and her MBA from Ohio University. Meghan is an active member of the Ohio Association of School Business Officials. During her career, Meghan was recognized with the 2018 Emerging Leaders Scholarship Award from the Ohio Association of School Business Officials.

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).

Elizabeth Davis
EMIS Manager, Meta Solutions
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