Q4 Treasurer/CFO Planning Series 2023-2024

Mary Rose is a Data Analytics Supervisor for the Department of Education and Workforce since 2013. She leads the Department’s data quality assurance and data reporting on public school teachers, administrators and other employees. Her work includes ensuring the accuracy of data on the Local Report Card and other Department information products, providing technical assistance to districts, and providing data and information support to several Department programs. In a previous life, she researched dialects of English and American Sign Language, and taught courses on the social significance of language.  

Darian Ascoli is the Assistant Treasurer for Lakota Local School District in Butler County. He has held the position since August 2022. Prior to being promoted to Assistant Treasurer, Darian was the Finance Director and Budgetary Director at Lakota, beginning in 2017. Before Lakota, Darian was the Assistant Treasurer at Xenia Community City School District for three years.

Kim works with programs that are governed and/or funded at the federal level. This work includes collaboration with others in and out of this department to streamline supports and services for students. Kim also oversees summer programming and Credit Flexibility.

Kyle F. Smith has been serving as the Treasurer/CFO for Bexley City Schools since January 2017. Previously, he was the Assistant Treasurer at Upper Arlington City Schools and Treasurer at Portsmouth City Schools. He holds a bachelor’s degree in Business Administration with a major in finance from Ohio University. He has given back to his profession by serving on the Executive Board of the Central Chapter of OASBO and is currently a member of the OASBO Legislative Committee. In addition, he is on the Board of Trustees at Ohio GFOA.

Jenni Logan is the Treasurer/CFO of Sycamore Community City Schools. Prior to this, she was the treasurer/CFO at District Lakota Local School District January 2011 to August 2022.  Before that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

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. 

Travis has an extensive loss control background and he designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System.

Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

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.

Matt Stout is a partner in Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

Brad has over 26 years of experience in public finance, serving as Bond Counsel for state/local governments and nonprofit organizations and in tax-exempt leasing and stadium financings.  He is regularly called upon to address governmental and quasi-governmental councils and boards on public finance issues, including the State of Ohio, GFOA, OASBO, counties, municipalities, treasurers, trustees, and the Ohio Municipal League. He is a member of the National Association of Bond Lawyers (former Tax-Exempt Leasing Panel Chair) and the Association of Governmental Leasing & Finance (Salmon P. Chase College of Law - J.D. 1996; Xavier University - B.S.B.A. 1992).

Reginald is a partner at Dinsmore & Shohl LLP in the firm’s public finance practice group.  Reginald is experienced in serving as bond counsel, underwriter’s counsel, disclosure counsel, issuer’s counsel, and bank counsel in an assortment of bond, note, certificate of participation, and lease financings.  He works on a variety of traditional governmental financings for capital projects, and tax-exempt and taxable refundings of existing debt obligations and has worked with various state and local government entities including municipalities, villages, townships, counties and school districts.  In addition to his public finance practice, he is co-chair of the firm’s Minority Attorney Affinity Group, where he helps promote diversity and inclusion within the firm.  He is a graduate of The Ohio State University Moritz College of Law (J.D., 2010) and Xavier University (B.A., 2006).