SW Region Fall School Finance Workshop 2024-2025

Includes a Live In-Person Event on 08/27/2024 at 9:00 AM (EDT)

Date: 08/27/2024

Location: Hilton Garden Inn Dayton South/Austin Landing | 12000 Innovation Drive | Miamisburg, OH 45342

Fee: $100 (Member) / $200 (Non-Member)

Please note: Registration for this workshop is in-person only. If you are unable to attend your region in-person, the Central region has a virtual attendance option. 

This seminar will feature school finance updates from our partners at the Ohio Department of Education and Workforce, Auditor of State, and RedTree. Executive Director Katie Johnson will provide insights on recent developments in the Ohio legislature. The day will conclude with a important discussion on property taxes led by Lawrence County Deputy Auditor Chris Kline, addressing the significant impact of rising property values on school funding at both local and state levels. This event is crucial for staying informed on current economic conditions and executive and legislative changes affecting school finance in Ohio.


Agenda

9:00 a.m.
Auditor of State Update
 (CPIM Pending)
Teresa Gray, Ohio Auditor of State
Tyler Butler, Ohio Auditor of State

10:00 a.m.
Economic and Market Update
 (CPIM Pending)
Ryan Nelson, RedTree Investment Group
Joe Violand, RedTree Investment Group

11:00 a.m. 
Break

11:10 a.m.
Ohio Department of Education & Workforce Update
 (CPIM Pending)
Aaron Rausch, Ohio Department of Education & Workforce
Elena Sanders, Ohio Department of Education & Workforce

12:15 p.m.
Lunch

12:45 p.m.
Legislative Hot Topics
 (CPIM Pending)
Katie Johnson, OASBO

1:45
Break

2:00 p.m. 
Property Tax Discussion
Chris Kline, Lawrence County Deputy Auditor

4:00 p.m. 
Conclusion and Q&A


Teresa Gray

Senior Audit Manager, Ohio Auditor of State

Teresa is a Senior Audit Manager with the Auditor of State.  Teresa has been with AOS since 1995 and is also a CPA and CFE.

Tyler Butler

Senior Audit Manager, Ohio Auditor of State

Tyler Butler is a Senior Audit Manager in the financial audit division of the Ohio Auditor of State Offices west region. He is from West Carrollton and has lived in the greater Dayton area his entire life. Tyler is now married with 5 kids and 2 grandkids. His free time primarily revolves around his youngest kids’ club soccer teams.

Tyler has worked with the office since January 2014 after graduating summa cum laude from Wright State University with a Bachelor of Science in Business, Accountancy. He has worked on a myriad of audits as a staff member, audit manager, and now senior audit manager ranging from libraries, park districts, townships, and villages to school districts, cities, and counties. These audits include varying types such as cash basis, GAAP, single audits, and those with external deadlines such as Annual Comprehensive Financial Reports. He has also contributed to multiple special audit cases where fraud was either suspected or detected and required further work to investigate and substantiate.

Tyler is directly responsible for a team of 2 audit managers and anywhere from 4-6 staff members at a single time, focused primarily in Montgomery County and Greene County now.  

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 many 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.

Much of his day-to-day involves working closely with current clients and fostering new relationships. His experience in portfolio management combined with the knowledge of relevant sections of Ohio Revised Code gives him the ability to serve RedTree’s clients to the fullest.

Originally from Tampa, FL where he spent most of his childhood, Joe now resides in Northern Kentucky with his wife, Rachel, their daughter, Rosie, and two dogs, Overton and Sable. He enjoys spending time with friends and family, hiking, golfing, and when time allows, traveling the world.

Aaron Rausch

Chief of Budget and School Funding, Department of Education & Workforce

Aaron Rausch is the Chief of Budget and School Funding at the Department of Education & Workforce (previously Ohio Department of Education), where he manages an agency budget of more than $17 billion and administers the state’s school funding program. In 2019, Aaron received the Dick Maxwell School Finance Award from the Buckeye Association of School Administrators. Prior to joining ODE in 2014, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section. Aaron started his career in state government as a performance auditor, focusing on school district performance audits at the Ohio Auditor of State's Office. Active in his community, Aaron serves as an advisory board member on the Columbus and Central Ohio Children’s Chorus Foundation, sings with the Choral Union at Capital University, and rides in Pelotonia every year. 

Elena Sanders

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

Elena Sanders is a Financial Manager at the Ohio Department of Education & Workforce (previously 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.

Katie Johnson, Esq.

Executive Director, OASBO

Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

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 past President of the Ohio Chapter of Women in Public Finance.

Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

Chris Kline

Lawrence County Deputy Auditor

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SW Region Fall School Finance Workshop 2024-2025
08/27/2024 at 9:00 AM (EDT)   |  7 hours  |  Attendance Required
08/27/2024 at 9:00 AM (EDT)   |  7 hours  |  Attendance Required
Course Survey
7 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available