Q4 Treasurer/CFO Planning Series 2025-2026
Includes Multiple Live Events. The next is on 03/19/2026 at 8:00 AM (EDT)
Date: 03/19-20/2026
Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH | 43082 OR Online via Zoom
Fee: $150 (Member) / $300 (Non-Member)
Join us March 19-20 for the Q4 Quarterly Planning Series for a comprehensive look at fiscal yearend, and an immersive session on preparing the 3-year forecast. In addition, we will look at grants management, threshold costs, ethics filing and fraud training, and November ballot issues. Now updated to a two-day format, the Quarterly Planning Series offers more hands-on learning, deeper strategy sessions, and valuable networking opportunities. 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): Becky Jenkins, New Albany-Plain Local Schools; Jenni Logan, Sycamore Community City Schools; Kyle Smith, Bexley City Schools; Terrah Stacy, Springboro City Schools
Agenda
Day 1
9:00 a.m.
Overview of Fiscal Calendar
Becky Jenkins, New Albany-Plain Local Schools
Jenni Logan, Bethel Local Schools
Kyle Smith, Bexley City Schools
Terrah Stacy, Springboro City Schools
9:30 a.m.
November Ballot Issues (CPIM Approved)
Kyle Smith, Bexley City Schools
Matt Stout, Bricker Graydon LLP
11:00 a.m.
Break
11:15 a.m.
Threshold Costs (CPIM Approved)
Becky Jenkins, New Albany-Plain Local Schools
Jenni Logan, Bethel Local Schools
Kyle Smith, Bexley City Schools
Terrah Stacy, Springboro City Schools
12:00 p.m.
Lunch
1:00 p.m.
Threshold Costs (Continued) (CPIM Approved)
Destinae Sims, Springboro City Schools
2:30 p.m.
Break
2:45 p.m.
Grants Management (CPIM Approved)
Rachel Hand, ODEW
Kim Zwayer, ODEW
3:45 p.m.
Adjourn/Networking
Day 2
8:00 a.m.
Tying It All Together: Fiscal Year-End (CPIM Approved)
Becky Jenkins, New Albany-Plain Local Schools
Jenni Logan, Bethel Local Schools
Kyle Smith, Bexley City Schools
Terrah Stacy, Springboro City Schools
12:00 p.m.
Adjourn
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.
Jenni Logan
Treasurer/CFO, Sycamore Community City Schools
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.
Kyle Smith
Treasurer/CFO, Bexley City Schools
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.
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.
Destinae Sims
Assistant Treasurer, Springboro City Schools
Rachel Hand
ED STEPS Program Manager - Office of Federal Programs, Ohio Dept. of Education & Workforce
Rachel Hand is the management analyst for the Ohio Department of Education, Office of Federal Programs. She works closely on several key projects within the office including ED STEPS, COVID relief funding requirements and annual reporting for Education Stabilization Funds. Rachel has worked for the state of Ohio for the past three years with most of her experience focused on low-income programs such as Medicaid, SNAP and TANF. Rachel holds a Master of Public Administration degree from the John Glenn College of Public Affairs from The Ohio State University and a Bachelor of Science from Michigan State University.
Kim Zwayer
Financial Analyst Supervisor, Office of Grants Administration, Ohio Dept. of Education & Workforce
For over 20 years, Kim Zwayer has served in various roles with the Ohio Department of Education and Workforce. Kim currently serves as a Financial Analyst Supervisor in the Office of Grants Administration. Kim leads a team who are responsible for the day-to-day fiscal operations. These functions include assisting constituencies in establishing effective fiscal management for grants, which encompasses monitoring and approving payments to grantees. Her team serves as an agency point of contact, providing sound guidance to ensure grant fiscal provisions are met.
Kim’s past duties include serving as lead contact between the state education agency and the U.S. Department of Education for Ohio school districts' Indirect Cost Rate Plan Delegation Agreement. She also served nationally in providing her expertise on the impact COVID dollars had on indirect cost rates.