Q3 Treasurer/CFO Planning Series 2026-2027

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, Mercer County 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, Mercer County ESC

8:30 a.m.
Mid-Year Check-In - Part 1
Jennifer Bruns, Mercer County ESC

9:45 a.m.
Break

10:00 a.m.
Mid-Year Check-In - Part 2
- 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
- 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)
Terrah Stacy, Springboro Community City Schools

1:15 p.m.
Break

1:30 p.m.
Financial Forecast
- 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
Jennifer Bruns, Mercer County ESC 

2:30 p.m.
Roundtable Q&A
Seminar Directors

3:30 p.m.
Adjourn