Q3 Treasurer/CFO Planning Series 2026-2027

Includes a Live In-Person Event on 11/05/2026 at 8:00 AM (EST)

Date: 11/05/2026

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 Q3 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 third quarter (January, February, March).

Seminar Directors:

  • Jennifer Bruns, Grand Lake Regional ESC
  • Becky Jenkins, New Albany-Plain Local Schools
  • Terrah Stacy, Springboro Community City Schools
  • Kristine Blind, London City Schools 


8:00 a.m.
Calendar Review/Financial Monthly Planning Tool

Kristine Blind, London City Schools 
Jennifer Bruns, Grand Lake Regional ESC

8:30 a.m.
Mid-Year Check-In - Part 1 (CPIM Applicable)
Jennifer Bruns, Grand Lake Regional ESC

9:45 a.m.
Break

10:00 a.m.
Mid-Year Check-In - Part 2 (CPIM Applicable)
- Budget development for next fiscal year
- Grants
- Accepting Amounts/Rates
Becky Jenkins, New Albany Plain Local Schools
Terrah Stacy, Springboro Community City Schools

11:30 a.m.
Lunch

12:00 p.m.
Organizational Meeting & Best Practices (CPIM Applicable)
- Election of Officers
- Swearing in new board members
- Annual approvals
Becky Jenkins, New Albany Plain Local Schools

12:30 p.m.
Tax Budget (How to Set Up) (CPIM Applicable)
Terrah Stacy, Springboro Community City Schools

1:15 p.m.
Break

1:30 p.m.
Financial Forecast (CPIM Applicable)
- Updates - What to Look At
- Importance of Assumptions (DETAIL)
Kristine Blind, London City Schools 
Terrah Stacy, Springboro Community City Schools

2:00 p.m.
W2 Reporting & 1099 (CPIM Applicable)
Jennifer Bruns, Grand Lake Regional ESC
Monica Gerhart, New Albany Plain Local Schools

2:30 p.m.
Roundtable Q&A

Seminar Directors

3:30 p.m.
Adjourn

Jennifer Bruns

Jennifer Bruns

Director of Finance Services, Grand Lake Regional ESC

Jennifer Bruns is the Chief Financial Officer of St. Henry Cons. LSD, where she has served since January 2016. Jennifer also serves as the Fiscal & Mentoring Specialist for Mercer County Educational Service Center. Jennifer began her School Finance career as the CFO of Riverside Local School District in Logan County. Prior to becoming a Treasurer/CFO, Jennifer worked for the Ohio Auditor of State. Jennifer has been a member of OASBO since 2012, has been very involved in the West Central Chapter, and currently serves on the OASBO Board of Directors as the Northwest Region Director. Jennifer also serves as the Chair of the OASBO Auditor of State Committee.

Kristine Blind

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.

Rebecca Jenkins

Rebecca Jenkins

Treasurer/CFO, New Albany-Plain Local Schools

Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for ten+ years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

Terrah Stacy

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.

Monica Gerhart

Monica Gerhart

Director of Financial Services, New Albany-Plain Local Schools

Monica received her Bachelor’s degree from Tiffin University where she majored in Accounting. After college, she joined the Local Government Services division of the Auditor of State’s Office, where she assisted school district’s, cities and counties in preparing GAAP financial statements for 7 years. After working with LGS, Ms. Gerhart had the opportunity to become the Budgetary Accountant at Olentangy Schools for 3 years and from there moved on to become the Director of Financial Services/Assistant Treasurer at New Albany Schools where she has been for the last 6 ½ years.

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Q3 Treasurer/CFO Planning Series 2026-2027
11/05/2026 at 8:00 AM (EST)   |  8 hours
11/05/2026 at 8:00 AM (EST)   |  8 hours
Contact Hours
1.00 Contact Hours credit  |  No certificate available
1.00 Contact Hours credit  |  No certificate available