SW Region School Finance Workshop 2026-2027

  • Registration Closed

Date: 05/27/2026

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 regional workshop in-person, the Central Region has a virtual attendance option. 


Join us at a Regional School Finance Workshop for critical updates that impact your district’s financial planning and operations!

This seminar will include an Economic and Market Update, a Legal Update focused on County Budget Commissions, and a deep dive into Property Tax Reform Mechanics, along with additional updates from OASBO.

Do not miss this opportunity to stay informed, ask questions, and ensure your district is prepared to respond to these evolving developments.


Seminar Director: Terrah Stacy, Treasurer, Springboro Community City Schools; OASBO Southwest Region Director


Agenda

8:30 a.m.
Economic and Market Update (CPIM Approved)

Jim McCourt, Meeder Investment Management 
Scott Gruber, Meeder Investment Management

9:30 a.m.
Legal Update - County Budget Commissions and Other Hot Topics

Brad Ruwe, Dinsmore & Shohl LLP

10:30 a.m. 
Break

10:45 a.m.
Capital Planning (CPIM Approved)

Dan Schall, Bradley Payne Advisors 
Jordan Shumaker, Vandalia-Butler City Schools 
Marcus O'Brien, Vandalia-Butler City Schools
Laura Sauber, Shared Resource Center 

11:30 a.m.
Lunch

12:15 p.m.
Financial Forecast and Property Tax Reform Mechanics (CPIM Approved)

Chris Kline, Lawrence County Deputy Auditor 
Katie Johnson, OASBO

2:15 p.m. 
Q&A

3:00 p.m.
Adjourn

Scott Gruber

Scott Gruber

Director, Advisory Services, Meeder Investment Management

Scott’s role focuses on working with clients to implement and maintain investment objectives, manage future cash flows, and provide recommendations to drive investment results. Along with being a Chartered Market Technician, Scott has background in fixed income trading, portfolio strategy and cash management, along with research analysis for the management of client’s portfolios. 

Jim McCourt

Jim McCourt

Director, Advisory Services, Meeder Investment Management

Jim joined Meeder in 2018 and has been managing fixed income portfolios for public entities since 2008. His responsibilities at Meeder include portfolio management, client relationship management, and trading.

Brad Ruwe

Brad Ruwe

Partner, Dinsmore & Shohl LLP

Brad has over 26 years of experience in public finance, serving as Bond Counsel for state/local governments and nonprofit organizations and in tax-exempt leasing and stadium financings.  He is regularly called upon to address governmental and quasi-governmental councils and boards on public finance issues, including the State of Ohio, GFOA, OASBO, counties, municipalities, treasurers, trustees, and the Ohio Municipal League. He is a member of the National Association of Bond Lawyers (former Tax-Exempt Leasing Panel Chair) and the Association of Governmental Leasing & Finance (Salmon P. Chase College of Law - J.D. 1996; Xavier University - B.S.B.A. 1992).

Dan Schall

Dan Schall

Municipal Advisor/Director, Bradley Payne Advisors

Mr. Schall joined Bradley Payne Advisors September, 2021. Prior to joining Bradley Payne, Mr. Schall lead the creation and build out of the Shared Resource Center, a council of governments designed to help public entities in Ohio develop and meet their financial goals. Dan started in corporate communication and finance before serving as a school treasurer for 22 years.

Dan specializes in long term financial planning for the public sector delivering creative and collaborative approaches to resourcing public projects and building sustainable capital plans.

Mr. Schall is a Registered Municipal Advisor, registered with the Municipal Securities Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC). He currently holds a Series 50 license and is a licensed school Treasurer in the State of Ohio.

Mr. Schall received a Bachelor of Business Administration Degree from the University of Dayton with a concentration in Finance and a Masters in Business Administration from the Ohio State University.

Jordan Shumaker

Jordan Shumaker

Treasurer, Vandalia-Butler City SD

Marcus O'Brien

Marcus O'Brien

Director of Operations, Vandalia-Butler City SD

Laura Sauber

Laura Sauber

Finance Director, Shared Resource Center

Laura Sauber has been the Finance Director at the Shared Resource Center since 2016. Through this role, she has worked with many districts in Southwest Ohio and is currently the Treasurer of Centerville City Schools and Valley View Local School District. Prior to being hired at the Shared Resource Center, she was the Treasurer of Sylvania City Schools for 7 years. She started her career as a Treasurer in Northwest Ohio, spending 5 years at Gorham Fayette Local Schools and another 5 years at Edon Northwest Local Schools. 

Ms. Sauber is a graduate of the University of Toledo with a Master of Business Administration degree with a Finance track. She is a member of the Ohio Association of School Business Officials and a past president of the Northwest Ohio Chapter of OASBO.

One of Ms. Sauber’s greatest accomplishments as a Treasurer was leading a team from the Shared Resource Center that guided a district from an “unauditable” designation from the Ohio Auditor of State’s Office into compliance with all auditing standards.

 

Chris Kline

Chris Kline

Lawrence County Deputy Auditor

Katie Johnson, Esq.

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.

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SW Region School Finance Workshop 2026-2027
05/27/2026 at 8:30 AM (EDT)   |  5 hours, 45 minutes  |  Attendance Required
05/27/2026 at 8:30 AM (EDT)   |  5 hours, 45 minutes  |  Attendance Required
Course Survey
7 Questions
Contact Hours
5.00 Contact Hours credits  |  No certificate available
5.00 Contact Hours credits  |  No certificate available