Treasurer/CFO Planning Series - Fourth Quarter 2021-2022

  • Registration Closed

Date: 03/23/2022
Location: Online
Cost: Member- $100 | Non-Member - $200
Educational Credits: 6 Contact Hours

 
The Treasurer/CFO Planning Series is designed to integrate modules from OASBO's Essentials Curriculum, with specific areas covered in each quarter including CCIP, EMIS, and budget-related content.
 
This fourth seminar in the series will focus on Q4 of the fiscal year (April, May, June). Property and liability insurance, preparing for an audit and the IPA process, property taxation, and levy planning are all covered in this seminar.

 

AGENDA
 
8 a.m.
Introductions
 
8:05 a.m.
Educational Management Information System (EMIS) 
 
9:05 a.m. 
Break
 
9:15 a.m.
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP) 
 
10:15 a.m. 
Break
 
10:25 a.m. 
Tying It All Together: Budgeting & Forecast 
 
11:25 p.m. 
Break
 
11:45 p.m.
Property and Liability Insurance 
 
12:30 p.m.
Lunch
 
1:00 p.m.
Preparing for an Audit and the IPA Process 
  
1:30 p.m.
Break
 
1:35 p.m. 
Property Taxation - Including levies options, timing and common pitfalls 
 
2:35 p.m.
Break
 
2:45 p.m.
Levy Planning – Including Levy Campaign Dos & Don’ts 
 
3:45 p.m.
Conclusion and Q&A
 

Jenalee Niese

Treasurer, Elmwood Local SD

Jenalee comes with a full background of school expertise with 18+ years in the school system. Jenalee's prior positions range from clerical, discipline, guidance, career technical, special education, and last, but certainly not least - EMIS. She has found this broad array of school knowledge to be beneficial in her role as Treasurer and enjoys sharing her love of EMIS with others!

Cajon Keeton

Treasurer/CFO, Benton Carroll Salem Local SD

Cajon Keeton is the Treasurer for the Benton-Carroll-Salem School District in Northwest Ohio. Prior to becoming a Treasurer, Cajon spent 5 years in the classroom as a business and technology teacher. He has a passion for school finance, as well as teaching and learning. 

Mr. Keeton holds a B.A. in Education (Bowling Green State University) and a M.A. in Educational Administration (Tiffin University).

Jenni Logan

Treasurer/CFO, Sycamore Community City Schools

Jenni Logan is the Treasurer/CFO of Sycamore Community City Schools. Prior to this, she was the treasurer/CFO at District Lakota Local School District January 2011 to August 2022.  Before that she was a Director in the Public Finance Department of Robert W. Baird & Co.  Ms. Logan has over 20 years of experience serving school districts in Ohio, which include an ESC, JVSD, CSD, LSD and an EVSD.  She has been involved with several state committees for OASBO and served the organization as its state president in 2005-06.    

  

Kim Melzer

Director of Federal Programs, Lakota Local SD (Liberty Township)

Kim works with programs that are governed and/or funded at the federal level. This work includes collaboration with others in and out of this department to streamline supports and services for students. Kim also oversees summer programming and Credit Flexibility.

Kyle Smith

Treasurer/CFO, Bexley City Schools

Kyle F. Smith has been serving as the Treasurer/CFO for Bexley City Schools since January 2017. Previously, he was the Assistant Treasurer at Upper Arlington City Schools and Treasurer at Portsmouth City Schools. He holds a bachelor’s degree in Business Administration with a major in finance from Ohio University. He has given back to his profession by serving on the Executive Board of the Central Chapter of OASBO and is currently a member of the OASBO Legislative Committee. In addition, he is on the Board of Trustees at Ohio GFOA.

Matt Stout

Partner, Bricker Graydon LLP

Matt Stout is a partner in Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

Rebecca Jenkins

Treasurer/CFO, New Albany-Plain Local Schools

Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools. After 12 years, she accepted the treasurer/CFO position for the Wellsville Local School District. Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the state of Ohio - Olentangy Local Schools. After a year and a half she was promoted to the Treasurer/CFO role. The district grew over twice its size to over 16,000 students under her financial leadership. After nine years with Olentangy Schools, she was recruited by the New Albany-Plain Local Schools and has been with this district for ten+ years. Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

During these career transitions, Becky also helped lead OASBO. She held the offices of Board Southeast Region Director, Vice-President, President Elect, President and Immediate Past President. Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees. Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well. 

Travis Thompson, CPSI

Director of Risk Management, Ohio School Plan

Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. Travis has worked with hundreds of municipal and school clients. His professional specialties include: Emergency Action Planning / Accident Investigation / Safety Management System

 Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM).

Madison Ratliff

Budgetary Accountant, Olentangy Local Schools

Madison began his governmental accounting career with the Ohio Auditor of State’s office as a local government auditor in the Central Region. While there he worked on audits of cities, counties, schools along with other misc. small governments from planning to completion and covering cash, GAAP, state and Federal compliance. He shifted into school finance with Hilliard City Schools as the payroll coordinator/accountant. He moved from Hilliard to Olentangy Local School District as an accountant overseeing the budgetary side of the house. He is responsible for putting together annual budgets for all buildings and departments and integrating this into the five-year forecast along with overseeing the Comprehensive Annual Financial Report.

Madison received a BA in History from the Ohio State University in 2005 and a BS in Accounting/Forensic Accounting from Franklin University in 2007.

Monica Gerhart

Director of Financial Services, New Albany-Plain Local SD

Monica received her Bachelor’s degree from Tiffin University where she majored in Accounting. After college, she joined the Local Government Services division of the Auditor of State’s Office, where she assisted school district’s, cities and counties in preparing GAAP financial statements for 7 years. After working with LGS, Ms. Gerhart had the opportunity to become the Budgetary Accountant at Olentangy Schools for 3 years and from there moved on to become the Director of Financial Services/Assistant Treasurer at New Albany Schools where she has been for the last 6 ½ years.

Brad Ruwe

Partner, Dinsmore

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).

Reginald Staples, Jr.

Partner, Dinsmore & Shohl LLP

Reginald is a partner at Dinsmore & Shohl LLP in the firm’s public finance practice group.  Reginald is experienced in serving as bond counsel, underwriter’s counsel, disclosure counsel, issuer’s counsel, and bank counsel in an assortment of bond, note, certificate of participation, and lease financings.  He works on a variety of traditional governmental financings for capital projects, and tax-exempt and taxable refundings of existing debt obligations and has worked with various state and local government entities including municipalities, villages, townships, counties and school districts.  In addition to his public finance practice, he is co-chair of the firm’s Minority Attorney Affinity Group, where he helps promote diversity and inclusion within the firm.  He is a graduate of The Ohio State University Moritz College of Law (J.D., 2010) and Xavier University (B.A., 2006).

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Introductions/Educational Management Information System (EMIS)
03/23/2022 at 8:00 AM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 8:00 AM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 829 2265 5385 Passcode: 368225
CPIM Code - Educational Management Information System (EMIS)
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)
03/23/2022 at 9:15 AM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 9:15 AM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 833 0107 6874 Passcode: 626406
CPIM Code - Grants Management; Creating and Refining Your Comprehensive Continuous Improvement Plan (CCIP)
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Tying It All Together: Budgeting & Forecast
03/23/2022 at 10:25 AM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 10:25 AM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 883 2496 8659 Passcode: 363743
CPIM Code - Tying It All Together: Budgeting & Forecast
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Property and Liability Insurance
03/23/2022 at 11:45 AM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 11:45 AM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 890 7714 3439 Passcode: 742344
CPIM Code - Property and Liability Insurance
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Preparing for an Audit and the IPA Process
03/23/2022 at 1:00 PM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 1:00 PM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 853 2040 6279 Passcode: 899604
CPIM Code - Preparing for an Audit and the IPA Process
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Property Taxation - Including levies options, timing and common pitfalls
03/23/2022 at 1:35 PM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 1:35 PM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 816 5822 9337 Passcode: 472359
CPIM Code - Property Taxation - Including levies options, timing and common pitfalls
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
Levy Planning – Including Levy Campaign Dos & Don’ts/Conclusion and Q&A
03/23/2022 at 2:45 PM (EDT)  |  Recorded On: 03/23/2022
03/23/2022 at 2:45 PM (EDT)  |  Recorded On: 03/23/2022 Meeting ID: 896 7984 9555 Passcode: 885945
Course Survey
5 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available