SW Region Accounts Payable and Purchasing 2021-2022

Date: 09/29/2021

Location: Hilton Garden Inn Miamisburg, 12000 Innovation Dr, Miamisburg, OH 45342

In-Person: $120 (Member) / $240 (Non-Member) ---- Virtual Option: $100 (Member) / $200 (Non-Member)  *** If you would like to attend virtually, please register for the Central Region Accounts Payable and Purchasing Virtual Option.

This seminar is designed to ensure financial staff performing duties associated with accounts payable and purchasing are up to date on reporting and compliance requirements as well as understand software upgrades, and legal and compliance issues.

** Note that a virtual option is available for this seminar, but only for the Central Region dates. If you live in another region but would like to attend these workshops virtually, please register for the Central Region workshop, and select the virtual option.

Other Regions

NW Region - 9/1

NE Region - 9/15

SE Region - 9/22

CE Region - 10/6

AGENDA

8:30 a.m.
Welcome and introductions

8:45 a.m.
ESSER II and III
Brian Jones, Ohio Department of Education

9:30 a.m.
Auditor of State Update
Updates on AOS Bulletins, transfers and advances, federal COVID update, student activities best practices
Matt Clum, Auditor of State Office

10:30 a.m.
Break

10:45 a.m.
Roundtable Discussion
Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools
Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

11:45 a.m.
Lunch

12:30 p.m.
Document Digitization, Records Retention, Public Records (top 10 records for AP)
Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

1:30 p.m.
Best Practices for Cyber Security
Fraudulent unemployment claims, utilizing fresh W9 info, email protocols, dual authentication, locking down access times, special equipment
Rea & Associates

2:15 p.m.
Alternative Payment Options
PNC Bank

3:15 p.m.
Conclusion and Q&A