SW Region School Finance Workshop 2026-2027

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 Applicable)
Jason Headings, 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 Applicable)
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 Applicable)
Chris Kline, Lawrence County Deputy Auditor 
Katie Johnson, OASBO

2:15 p.m. 
Conclusion and Q&A