So You Want to Be a School Treasurer 2023-2024

Includes Multiple Live Events. The next is on 06/11/2024 at 8:00 AM (EDT)

Date: June 11, 2024

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082

Cost: $25 

Want to know more about pursuing a license?  Do you have your license, and would you like to get your name out there as a candidate?  Do not miss this event!  Veteran school treasurers and treasurer search consultants will walk attendees through a typical “day in the life” of a school treasurer (hint: There is no such thing as a “typical day”).

Agenda

8:00 a.m.
Welcome - Introduction to OASBO/Network/Collaborate

Presenters: Kim Laugherty, OASBO COO & Katie Johnson, OASBO Interim Executive Director
 
8:30 a.m.
What are Boards Looking for in Treasurers

Presenters: K12 Business Consulting and OASBO Past Presidents
                  Chris Mohr, Becky Jenkins, Jenni Logan, Dee Cramer & Cindy Ritter

9:30 a.m. 
Break

9:45 a.m.
The Interview Process & How to Break In!

Presenters: Ryan Pendleton, Finding Leaders, and Executive Director, North Coast Shared 
                                           Services Alliance (NCSSA)
                   Paul Pendleton, Finding Leaders, Owner
 

10:45 a.m.
Break

11:00 a.m. 
Licensure Basics, LPDC & OASBO Mentoring Program

Presenters: Kim Laugherty, OASBO COO & Katie Johnson, OASBO Interim Executive Director
  
11:45 a.m. 
Lunch + 20-Minute Screening Interviews

Adjourn after interviews

Kim Laugherty, CAE

Chief Operations Officer, OASBO

Kim Laugherty, a Certified Association Executive, is OASBO’s COO and has served the association since 2005. She works collaboratively with senior staff, administrative staff, the board of directors, and volunteer leaders to drive initiatives to support the organization’s mission and strategic goals.

As COO, Kim directs the association’s learning programs and annual conferences; the mentoring program for new SBOs; and membership recruitment and retention. She also oversees IT, manages software implementations and special initiatives; and provides support for corporate partners and sponsors.

 She has a B.A. in English from Bowling Green State University, graduating cum laude. Her career prior to association management was in information technology training and consulting sales, and marketing. 


Katie Johnson, Esq.

Interim Executive Director, OASBO

Katie Johnson is the Interim Executive Director of Ohio Association of School Business Officials (OASBO). Katie serves as the advocacy lead for the association and as in-house legal counsel, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she develops curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Prior to joining OASBO, Katie represented school districts as a public finance attorney, focusing her practice on serving as bond counsel and underwriter's counsel in debt and lease financings and as general counsel for Ohio political subdivisions. Specifically, Katie worked with school districts on bond issues, note issues, leases, tax levies, public records and other matters of concern to school business officials.

Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as President of the Ohio Chapter of Women in Public Finance. 

Chris Mohr

K12 Business Consulting, Inc., OASBO Past President and Retired Treasurer

Chris has over 38 years of proven successful governmental finance and management experience and is a licensed school treasurer, business manager, and holds an Ohio Health, Life and Variable Annuity license. He began his career at the Ohio Auditor of State's Office as an examiner and field audit supervisor leaving that position to become Treasurer/CFO and Executive Director of Business Affairs of public school system in 1984. He has served district from $30 million to $200 million in budget and has managed both CFO and Director of Business Affairs simultaneously in Dublin and Springfield CSD. Chris has received many awards during his career including Ohio School Treasurer of the Year, Ohio School Business Manager of the Year and the Virginia Ramsay Award for Distinguished Service to the profession. He brings considerable expertise to school clients in five year forecast assistance in areas of modeling, projecting and presentation; levy analysis; school comparison studies; efficiency reviews; budget preparation and monthly financial report preparation; superintendent and treasurer executive recruiting; mentoring for school business officials, and strategic planning.

Chris earned a MBA majoring in finance and administration, along with a BS in accounting from Miami University of Ohio, and an AS in business administration from Edison State College. He also holds a designation of Registered School Business Administrator and holds the Ohio Financial Accountability Certificate issued by the auditor of state's office. 

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.    

  

Dolores "Dee" Cramer

Retired Treasurer, OASBO Past President

Dolores, an OASBO past president, had a successful career as an Ohio school district treasurer/CFO for over 30 years in various districts around the state. Upon retirement, she worked as a Fiscal Support Manager for an Information Technology Center. In addition, she spent five years as the Professional Development Curriculum Writer and manager of OASBO’s Mentoring program for new SBOs.

Prior to joining K-12 Business Consulting in 2019, where she performs treasurer searches for school districts, she spent 4 years as an end-user tester for the State Software Redesign project.

Cindy Ritter

K12 Business Consulting, Inc.; OASBO Past President and Retired Treasurer

Cynthia Ritter is a School Business Consultant with K-12 Business Consulting, Inc. and Grant Consultant to Envision Ed Plus. Cynthia has served as a consultant to Ohio Department of Education with the Academic Distress Commissions and Education Reform. She has over 32 years of successful leadership and management experience as treasurer/CFO for several school districts.

She has been a member of the Education Standards Board Ohio Department of Education, OASBO Board President, served on the Auditor of State Regional Advisory Committee, Board member and treasurer of the Pickaway County Employees Benefit Program, speaker and presenter at numerous OSBA, BASA, OASBO and ASBO seminars.

She has received many awards and recognitions including the Rich Unger Professionalism Award, Distinguished Service Award and was a Herb Brum Scholarship recipient.

Ryan Pendleton

Executive Director, North Coast Shared Service Alliance (NCSSA)

Ryan Pendleton is the Executive Director of the North Coast Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups.  As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula.  His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.  

Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State University.  

Paul E. Pendleton

Owner, Finding Leaders

In addition to being the owner of Finding Leaders, Paul Pendleton is a former Co-Director of Leadership Services at the Educational Service Center (ESC) of Cuyahoga County. Previously, he has been the superintendent of the Danville Local Schools, Mt. Gilead Exempted Village Schools and Nordonia Hills City Schools. He was also part owner of the Santa Rita Collaborative which assist school districts with community engagement activities.

He has served the education community as a social studies teacher, football coach, athletic director, guidance counselor, assistant middle school principal, high school principal, superintendent and consultant. Mr. Pendleton has also served as an adjunct faculty member for Kent State University, University of Akron, Ashland University and Mt. St. Joseph College. 

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So You Want to Be a School Treasurer 2023-2024
06/11/2024 at 8:00 AM (EDT)   |  4 hours
06/11/2024 at 8:00 AM (EDT)   |  4 hours
Welcome - Introduction to OASBO/Network/Collaborate
06/11/2024 at 8:00 AM (EDT)  |  30 minutes
06/11/2024 at 8:00 AM (EDT)  |  30 minutes
What are Boards Looking for in Treasurers
06/11/2024 at 8:30 AM (EDT)  |  60 minutes
06/11/2024 at 8:30 AM (EDT)  |  60 minutes
The Interview Process & How to Break In!
06/11/2024 at 9:45 AM (EDT)  |  60 minutes
06/11/2024 at 9:45 AM (EDT)  |  60 minutes
Licensure Basics, LPDC & OASBO Mentoring Program
06/11/2024 at 11:00 AM (EDT)  |  45 minutes
06/11/2024 at 11:00 AM (EDT)  |  45 minutes