Treasurer/CFO Planning Series - Second Quarter 2021-2022
Recorded On: 09/15/2021
- Registration Closed
Date: 09/15/2021
Location: OASBO Conference Center, 98 Commerce Park Drive, Westerville, Ohio 43082; and Online
Virtual Option: $100 (Member) / $200 (Non-Member) The virtual option will be live and recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register and view the recordings.
This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the second quarter of the fiscal year (October, November, December). Specific areas covered in each quarter include CCIP, EMIS, and budget-related content.
Seminar Directors:
Kris Blind, London City Schools; Tammi Cowell, Tri-Rivers Career Center; Ryan Pendleton, Akron Public Schools
AGENDA
8:00 a.m.
Registration & Introductions
8:15 a.m.
EMIS Reporting and Funding Topics (CPIM Approved)
Tammy Hrosch - META
Deep Dive Explanation - The purpose, filing deadline, data to be tracked and other related details for the following: Federal Child Count, Excess Cost, and Catastrophic Cost
Janice Allen - Trotwood-Madison City Schools
9:45 a.m.
Break
10:00 a.m.
Grants Management; Comprehensive Continuous Improvement Plan (CCIP) (CPIM Approved)
Tammi Cowell, Tri-Rivers Career Center
10:30 a.m.
Tying It All Together: Budgeting & Forecast (CPIM Approved)
Kristine Blind, London City SD, and Ryan Pendleton, Akron Public Schools
12 p.m.
Lunch
12:30 p.m.
Staff Evaluations - Finance Office
Jenni Logan, Lakota Local SD (Liberty Township); Bill Deters, Ennis Britton Co. LPA
1:00 p.m.
403(b)/457 Plans (CPIM Approved)
Kevin Hensley, TSA Consulting
1:45 p.m.
Break
2:00 p.m.
FMLA and FLSA Basics (CPIM Approved)
Megan Greulich, Walter Haverfield, LLP
3:00 p.m.
Conclusion and Q&A
Tammy Hrosch
EMIS Manager, Meta Solutions
Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of 26 EMIS specialists across five META locations. She has been reporting EMIS data since 2001 and is actively involved with the Ohio Association of EMIS Professionals serving on a variety of committees and former treasurer of the organization. She is a member of the ODE EMIS Advisory Council and is the developer and trainer of materials for the ODE EMIS Alliance grant. Tammy holds a bachelor’s degree in business administration and holds an Ohio school treasurers license.
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.
Tammi Cowell
Treasurer/CFO, Tri-Rivers Career Center
Tammi Cowell has returned to Tri-RIvers Career Center to serve as Treasurer/CFO. She was employed as the Assistant Treasurer for ten years prior to leaving to become Treasurer/CFO at Northmor Local School District from 2014-2019. She has been an active member of OASBO for many years serving as both a volunteer, co-chair and chairperson for the annual conference and has recently become a mentor to help prepare beginner Treasurers in their new position.
Kristine Blind
Treasurer/CFO, London City Schools
Kristine Blind is the CFO/Treasurer for the London City School District in Madison County. She previously held this position from August 2011 through August 2017 before leaving for the same position with Gahanna-Jefferson Local Schools.
Kristine has been involved in school finance since 1996, beginning as a support staff member in Washington County. She has held several positions throughout her career before becoming a Treasurer in 2009. As a long-time OASBO member, Kristine has participated in numerous committees and serves as a seminar director, mentor as well as frequent presenter.
Ryan Pendleton
Executive Director, North Coast Shared Service Alliance (NCSSA)
Ryan Pendleton is the Executive Director of the North Coast Shared Services Alliance where he coordinates financial and operations support for northeast Ohio school districts through the Educational Service Centers of Northeast Ohio, Medina, and Lorain Counties.
Ryan is very active in state and federal issues concerning education and the potential impact on the students of Ohio. He is a member of the Fair School Funding Work Group, co-chairing both the Base Cost and Analysis and Support Groups. As an inaugural member of the Work Group, Ryan made significant contributions to creating and advocating for Ohio’s new state funding formula. His efforts contributed to the Fair School Funding Formula being included in the 2022-2023 Biennium Budget.
Ryan is a Leadership Akron Class 32 graduate and dedicated to serving the community, in particular the students across Ohio. Prior to working at North Coast Shared Service Alliance, Ryan was the CFO/Treasurer of Akron Public and Barberton City Schools and worked previously as a financial advisor.
Ryan earned a BA in Business Administration from Malone College and an MBA from Cleveland State 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.
William Deters
Shareholder
Mr. Deters is a shareholder with the firm. His practice has been dedicated to representing and counseling boards of education on a variety of education law issues with emphasis on labor negotiations, employment matters, student discipline, special education, and board governance. He is a member of the firm’s Municipalities & Public Law, School Finance, and Special Education Practice Teams. Mr. Deters has negotiated on behalf of school districts in more than 400 collective bargaining agreements.
Kevin Hensley
COO/Sr VP, TSA Consulting Group, Inc.
Mr. Hensley is Senior Vice President-Chief Operations Officer of TSA Consulting Group, Inc. (TSACG). He joined TSACG on July 1, 2011, in conjunction with their acquisition of Great American Plan Administrators, Inc. (GA Plan). Kevin joined Great American in 1996, and after holding various positions in its Annuity Services area, was one of two individuals tasked in 2005 to launch and operate a Third Party Administrator. He was instrumental in creating and managing the day-to-day operations of GA Plan and left Great American as Vice President-Sales & Marketing. Kevin has more than 30 years of financial services experience, and in his current capacity, holds a key leadership role for a firm serving more than 3,000 clients in 46 states. He holds a Bachelor of Science Degree in Economics from Northern Kentucky University.
Megan Greulich
Partner, Weston Hurd
Megan is a partner with Weston Hurd in the Education and Labor & Employment groups located in Columbus, Ohio. She focuses her practice on providing general counsel to public school districts in board governance, personnel, and student matters. Megan advises education law clients on complex issues including discipline, due process, public records, Title IX, board policies and procedures, collective bargaining, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review, negotiation, and interpretation and enforcement of collective bargaining agreements. Megan has successfully represented clients in arbitrations and in unfair labor practice charges before the State Employment Relations Board (SERB). Megan has represented clients before the U.S. Department of Education office for civil rights in matters involving claims of discrimination involving students, and has defended employers against complaints of discrimination filed with the U.S. Equal Employment Opportunity Commission (EEOC) and the Ohio Civil Rights Commission (OCRC). Megan frequently provides training to clients on a variety of employment and education related matters including human resources, Title IX, board governance, sunshine laws, and personnel-related matters.