SW Region Fall School Finance Workshop 2022-2023

  • Registration Closed

Date: 10.26.2022

Location: Hilton Garden Inn - Dayton/Miamisburg | 12000 Innovation Drive | Dayton, OH 45342

Cost: Member - $100 | Non-Member - $200

 

This seminar is intended to provide updates by the Ohio Department of Education and Auditor of State. In addition, we will provide a legal update and have presentations on ethics, investments, special funds, and a panel on board, treasurer, and superintendent relationships. 

*All regional seminars are in-person with the Central region being offered as a hybrid with zoom links.

 

AGENDA

8:00 a.m.
Welcome and Introductions

8:05 a.m.
Economic and Market Update 
(CPIM Approved)
Ryan Nelson and Joe Violand, RedTree
 
9:05 a.m.
Cash Balances - Management, Guidance, and Best Practices
Katie Johnson, OASBO, and Members of the Ed Finance Committee

10:05 a.m. 
Break

10:20 a.m.
Auditor of State Update (CPIM Approved)
Betsy Amend, AOS 

11:00 a.m.
ODE Update 
(CPIM Approved)
Elena Sanders, ODE
 
12:20 p.m. 
Lunch

1:00 p.m.
Legal Update (DEI)

Erin Wessendorf-Wortman, Ennis Britton 

1:45 p.m. 
The Ohio Ethics Law: Watching Our Step! 
(CPIM Approved)
Susan Willeke, Ohio Ethics Commission 

2:45 p.m.
Break

3:00 p.m.
Board, Superintendent, Treasurer Relations

Janice Allen, Treasurer/CFO, Trotwood-Madison Local SD 
Dr. Reva Cosby, Superintendent, Trotwood-Madison Local SD 
Denise Moore, Board President, Trotwood-Madison Local SD 

4:00 p.m. 
Conclusion and Q&A

Ryan Nelson

Managing Principal & Portfolio Manager, RedTree Investment Group

Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.

Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee. 

Joe Violand, CFA

Portfolio Manager, RedTree Investment Group

With five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Katie Johnson, Esq.

Deputy Executive Director, OASBO

Katie Johnson is the Deputy Executive Director of Ohio Association of School Business Officials (OASBO). As Deputy Executive Director, 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. 

Betsy Amend

Senior Audit Manager, Ohio Auditor of State

Elizabeth (Betsy) Amend graduated from Xavier University with an undergraduate degree in Accounting and then graduated from Miami University with a graduate degree in Accounting.  Betsy is a CPA and has worked for the Auditor of State for 30 year. 

Elena Sanders

Financial Manager, Office of Budget and School Funding, Ohio Department of Education

Elena Sanders is a Financial Manager at the Ohio Department of Education Office of Budget and School Funding. Prior to coming to that office she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and Master’s Degree in Educational Administration and Supervision.

Erin Wessendorf-Wortman

Attorney, Ennis Britton Co., LPA

Ms. Wessendorf-Wortman is a shareholder with the firm. She advises clients on a variety of educational law matters including labor and employment issues, student discipline and rights, special education and 504 matters, relationships with school resource officers, serving transgender students, employee misconduct and investigations, booster matters, and general school law practice. She is a member of the firm’s Special Education and Workers’ Compensation Practice Teams. Ms. Wessendorf-Wortman has served as a lead negotiator in bargaining and defended boards of education in arbitration, court cases, special education mediation, and due process hearings. She has represented school boards before a variety of federal and state administrative agencies, including the Ohio Civil Rights Commission, the State Employment Relations Board, the Internal Revenue Service, the U.S. Equal Employment Opportunity Commission, and the U.S. Department of Education Office for Civil Rights.

Ms. Wessendorf-Wortman is a frequent presenter at professional conferences, and at administrator and staff in-service trainings on a variety of topics including annual legal updates, professional ethics and codes of conduct, implicit bias, relationships with school resource officers, managing booster groups, serving students with disabilities, employee leave matters, and handling employee misconduct.

 She has been selected to the Super Lawyers’ Ohio & Kentucky Rising Stars list for 2017, 2018, 2019 and 2020.

Susan Willeke

Education and Communications Manager, Ohio Ethics Commission

Susan Willeke is an accomplished government-relations professional with more than 30 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.  

Janice Allen

Treasurer/CFO, Trotwood-Madison City Schools

Janice Allen has been the Treasurer/Chief Financial Officer (CFO) of Trotwood-Madison City School District for the last eight years.  Prior to that, she worked for Dayton Public Schools for 20 years, the last eight years as the Assistant Treasurer. She is actively involved in OASBO serving this year as the Chair of Volunteers and the President of the local Miami Valley chapter.  She is a sports enthusiast and loves watching basketball, football and track. She has two sons Sean and Evan and a daughter-in-law, Tia.  Her claim to fame is that she was born one of a set of triplets, identical sister and fraternal brother.

Dr. Reva Cosby

Superintendent, Trotwood-Madison City SD

Denise Moore

Board President, Trotwood-Madison City SD

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SW Region Fall School Finance Workshop 2022-2023
10/26/2022 at 8:00 AM (EDT)   |  8 hours
10/26/2022 at 8:00 AM (EDT)   |  8 hours
Course Survey
7 Questions
Contact Hours
5.50 Contact Hours credits  |  No certificate available
5.50 Contact Hours credits  |  No certificate available