Student Activities/Booster Groups Seminar 2023-2024

Recorded On: 02/14/2024

  • Registration Closed

Date: Feb. 14, 2024

Location: Online via Zoom

Cost: $0 (Member) | $200 (Non-Member)

This seminar goes in-depth on student activities and booster groups, including proper fund accounting, rules and regulations, sample policies and manuals, and proper documentation.

Agenda

8:00 a.m.
Welcome and Introductions

8:15 a.m.
Student Activity Funds & Fee Types
   (CPIM Approved)
Presenters: Jennifer Sudhoff, Treasurer/CFO, Benjamin Logan Local Schools 
                   Jennifer Bruns, Treasurer/CFO, St. Henry Consolidated Local Schools 

9:30 a.m.
Break

 
9:45 a.m.
Student Activity Process & Procedures including Documentation, Crowdfunding
(CPIM Approved)
Presenters: Meghan Rohde, Treasurer, Bay Village City Schools
                   Matt Spellman, Athletic/Activities Director, Bay Village City Schools

10:45 a.m.
Break

11:00 a.m.
Charitable Board Member - Roles & Responsibilities
(Booster Groups & Foundations)
Presenter: Beth Short, Ohio Attorney General Office   

12:00 p.m.
Lunch

 
12:45 p.m.
Booster Group (Best Practices, District Responsibility, District Liability)
(CPIM Approved)
Presenter: Matt Stout, Bricker Graydon LLP 
                  Beth Collier, Treasurer, Grandview Heights City Schools

1:45 p.m. 
Break 

2:00 p.m.
Managing Risk Relating to Student Activities/Boosters  (CPIM Approved)

Presenters: Adam Balls, World Risk Management 
                    Nancy Them, SORSA


2:45 p.m.
Conclusion and Q&A

Jennifer Sudhoff

Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

Jennifer Bruns

Treasurer/CFO, St Henry Consolidated Local SD

Jennifer Bruns is the Treasurer/CFO for St. Henry Consolidated Local Schools where she has served since January 2016. Prior to coming to St. Henry Consolidated Local Schools, Jennifer served as the Chief Financial Officer of Riverside Local School District in Logan County. Before beginning a career in school finance, Jennifer spent fifteen years working for the Ohio Auditor of State's Office and supervised numerous financial audits.

Jennifer has been active in OASBO for many years. She is a past President of the West Central OASBO Chapter, and currently serves as the Chair of the Auditor of State OASBO Committee and as the Northwest Regional Director on the OASBO Board of Directors.  Jennifer is a graduate of Bluffton University with a Bachelor Degree in Accounting. 


Meghan Rohde

Treasurer, Bay Village City Schools

Meghan Rohde is Treasurer of Bay Village City School District. She started with the district in April of 2021. Before coming to Bay Village, Meghan served as Chief Financial Officer/Treasurer of Clyde-Green Springs School District in southeastern Sandusky and northern Seneca counties.

Prior to serving school districts, Meghan was a Senior Internal Auditor for PNC Bank in Cleveland and the Standard Register Company in Dayton.

Meghan earned her B.S. in Accounting and Finance from Wright State University and her MBA from Ohio University. Meghan is an active member of the Ohio Association of School Business Officials. During her career, Meghan was recognized with the 2018 Emerging Leaders Scholarship Award from the Ohio Association of School Business Officials.

Matt Spellman

Athletic/Activities Director, Bay Village City Schools

Matt Spellman has been the Director of Athletics and Activities for the Bay Village City Schools since 2010, overseeing 22 varsity sports and 30 clubs.  Matt believes athletics and activities are so important for students’ physical, social, and emotional well-being.

Fall of 2023, Matt received the Ohio Interscholastic Athletic Administrators Association “Athletic Director of the Year” award; that same spring he received the Northeast Ohio Interscholastic Athletic Administrators Association “Athletic Director of the Year” award.  For Matt’s first two years at Bay, the Bay Athletic Department received the prestigious Harold A. Meyer Award for Sportsmanship, Ethics, and Integrity from the Ohio High School Athletic Association.  In 2017 he was awarded the NEOIAAA Sportsmanship, Ethics, and Integrity Award.  Since 2015, Bay High School has been a proud partner of the Positive Coaching Alliance, a purposeful research-based leadership training organization for athletes, coaches, and parents.  For three of those nine years, Matt served on the PCA Leadership Board. 

In 2021, Matt helped implement Sources of Strength, an evidence-based mental wellness program proven to positively change school culture.  These components or “strengths” are mental health, physical health, mentors, spirituality, generosity, family support, and positive friends.  The club includes both students and staff.   

Matt earned his B.S. in Mathematics and teaching certification at Baldwin-Wallace College.  He earned his M.A. in Sports Management from Cleveland State University.  He also earned his Education Administration License from Ursuline College.  

Beth Short

Director, Charitable Outreach & Education, Ohio Attorney General

Beth Short, Director of Charitable Outreach and Education for the Ohio Attorney General's Charitable Law Section, has spent her career working for and with nonprofit organizations. Her passion for the nonprofit sector is evidenced by her professional and volunteer background working with charities as a staff member, board member, consultant and volunteer for large and small organizations. She brings a background in journalism, legislative and public affairs and training, complemented by a master’s in business that focused on nonprofit management issues. Her work in the Charitable Law Section focuses on the development of strategies aimed at strengthening the nonprofit sector. She also serves as president-elect of the National Association of State Charity Officials. Beth is a graduate of the Ohio State University and Ohio University.

Matt Stout

Partner, Bricker Graydon LLP

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.

Beth Collier

Treasurer/CFO, Grandview Heights City Schools

Beth Collier joined Grandview Heights City School District as Treasurer on July 1, 2014, with 18 years of governmental accounting and financial reporting experience.  Prior to joining Grandview Schools, Beth served as Treasurer of Pleasant Local Schools in Marion County since 2007.  Prior to becoming a school district Treasurer, she spent about 10 years with the State Auditor’s Office, serving most recently in the position of Senior Audit Manager. Beth is a graduate of Heidelberg University with a Bachelor of Science Degree in Accounting.  She is also a Certified Public Accountant.

Adam Balls

Vice President, World Risk Management

Adam and World Risk Management provide the tools and information Public Entities need to decide what's right for them based on the latest industry trends, market fluctuations and specifics of their organization. Quite often, he is able to uncover opportunities for savings with new clients that had been hidden for years.  It takes considerably more time than one-size-fits-all solutions, but the results can be impressive. Adam has experienced that this approach produces clients who stay with him for years.

Nancy Them

Loss Control Manager, SORSA

Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.

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Student Activity Funds & Fee Types
02/14/2024 at 8:15 AM (EST)  |  Recorded On: 02/14/2024
02/14/2024 at 8:15 AM (EST)  |  Recorded On: 02/14/2024
CPIM - Student Activity Funds & Fee Types
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Student Activity Process & Procedures including Documentation, Crowdfunding
02/14/2024 at 9:45 AM (EST)  |  Recorded On: 02/14/2024
02/14/2024 at 9:45 AM (EST)  |  Recorded On: 02/14/2024
CPIM - Student Activity Process & Procedures . . .
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Charitable Board Member - Roles & Responsibilities
02/14/2024 at 11:00 AM (EST)  |  Recorded On: 02/14/2024
02/14/2024 at 11:00 AM (EST)  |  Recorded On: 02/14/2024
Booster Group (Best Practices, District Responsibility, District Liability)
02/14/2024 at 12:45 PM (EST)  |  Recorded On: 02/14/2024
02/14/2024 at 12:45 PM (EST)  |  Recorded On: 02/14/2024
CPIM - Booster Group (Best Practices, District Responsibility, District Liability)
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Managing Risk Relating to Student Activities/Boosters
02/14/2024 at 2:00 PM (EST)  |  Recorded On: 02/14/2024
02/14/2024 at 2:00 PM (EST)  |  Recorded On: 02/14/2024
CPIM - Managing Risk Relating to Student . . . .
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Course Survey
7 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available