Q2 Treasurer/CFO Planning Series 2026-2027

Date: 09/10/2026

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH

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

Please Note: Registration for this seminar is in-person only. *On-demand registration will be available following the offering.

Join us for the Q2 Quarterly Planning Series as we focus on key financial management topics to help keep your district on track throughout the fiscal year. The content will focus on what to prepare for in the second quarter (October, November, December).

Seminar Directors:

• Kristine Blind, London City Schools
• Brett Floyd, New Richmond Exempted Village Schools
• Cajon Keeton, Benton Carroll Salem Local Schools
• Tammi Cowell, Tri-Rivers Career Center
• Craig Yaniglos, Brecksville-Broadview Heights Schools 

Agenda

8:00 a.m.
Calendar Review/*Financial Monthly Planning Tool
Kristine Blind, London City Schools
Craig Yaniglos, Brecksville-Broadview Heights Schools
 
8:15 a.m.
Grants Management (CPIM Approved)
- FER Reminder
- Budget Revisions
- PCR Practices
- Expenditure check-in meetings
- Helpful system reports
Brett Floyd, New Richmond Exempted Village Schools
Tammi Cowell, Tri-Rivers Career Center

9:00 a.m.
Excess Cost (CPIM Approved)
- How to compile data
- Upload template
- JV Codes (in and out)
Cajon Keeton, Benton Carroll Salem Local Schools    

9:30 a.m.
Bureau of Workers Compensation
- Ohio BWC Employer Portal
- Installment plan frequency
- Early payment of estimated annual premium
Rejeana Woolum-Napier, Sedgwick

10:00 a.m.
Break

10:15 a.m.
Auxiliary Services (CPIM Approved)
- OH|ID navigation
- FER report
- Carryover funds (if applicable)
Craig Yaniglos, Brecksville-Broadview Heights Schools

10:45 p.m.
EMIS Reporting: Reconcile Payment Report (CPIM Approved)
Ryan Pendleton, Shared Services Alliance (SSA)

12:00 p.m.
Lunch

12:30 p.m.
GAAP and Audit (CPIM Approved)
- What is GAAP?
- Data checklist
- Hinkle filing
- Deadlines
Kristine Blind, London City Schools
Brett Floyd, New Richmond Exempted Village Schools 

1:00 p.m.
Response Plans (CPIM Approved)
- Fiscal Caution, Watch, Emergency criteria
- ODEW notification
- Recovery Plan document
- Best practices
Brett Floyd, New Richmond Exempted Village Schools 

1:45 p.m.
Break

2:00 p. m.
New Board Members
- Orientation
- Relationships
Kristine Blind, London City Schools
Tammi Cowell, Tri-Rivers Career Center      

2:15 p.m.
Roundtable Q&A
Seminar Directors

3:00 p.m.
Adjourn