Treasurer/CFO Planning Series - Second Quarter 2022-2023

Includes a Live Event on 09/12/2022 at 8:00 AM (EDT)

Date: 09.12.2022

Location: OASBO Conference Center | 98 Commerce Park Drive, Westerville, OH 43082 | or Virtual via Zoom

Cost: Member - $100 | Non-Member - $200

 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.  

 

AGENDA

Seminar Directors: 
Kris Blind, London City Schools; Tammi Cowell, Tri-Rivers Career Center; Ryan Pendleton, Akron Public Schools

8:00 am
Registration & Introductions

8:15 am
Grants Management; Comprehensive Continuous Improvement Plan (CCIP)
(CPIM Applicable)
Topics to be covered include: 
Monthly project cash requests (PCRs) and budget revisions; Prepare for grant carryovers under Grants Management
Don’t forget -- final expenditure reports (FER) due September 30
Presenter: Seminar Director - Tammi Cowell, Tri-Rivers Career Center 

9:00 am
Break

9:15 am
EMIS Reporting and Funding Topics
(CPIM Applicable)
What a Treasurer/CFO needs to review with staff for accuracy, timely submission and its importance [45 minutes]: 
Staff reporting – review for Local Report Card accuracy; Casino Count; Student full-time equivalent (FTE) counts and accuracy (including percent of time, special education, economic disadvantage, enroll/withdrawal); College Credit Plus (CCP) Tuition Review (discussion on how it is loaded into Ohio District Data Exchange (ODDEX) and the 45 day review period); and
Career Tech Education Funding. 
Presenter: Tammy Hrosch - META Solutions   

Deep Dive Explanation - The purpose, filing deadline, data to be tracked and other related details for the following [45 minutes]:  
Federal Child Count; Excess Cost; Catastrophic Cost 
Presenter: Janice Allen - Trotwood-Madison City Schools    

10:45 am
Break

11:00 am
Tying It All Together: Budgeting & Forecast
(CPIM Applicable)
Topics to be covered, along with example documents for reference, include: 
Tax Budget; Amended Certificate of Estimated Resources; Appropriation modifications; Importance of meeting with County Auditor
Reviewing valuations; Forecast – due November 31
Presenter(s): Seminar Directors - Kristine Blind, London City SD and
                                                  Ryan Pendleton, Akron Public SD     

12:20 pm
Lunch

1:00 pm
Staff Evaluations - Finance Office 

Topics to be covered, along with example documents for reference, include: 
Evaluation Basics 101; Do’s and Don'ts; Differences with exempt staff and union employees
Presenter(s): Jenni Logan, Retired Treasurer
                    Bill Deters, Ennis Britton
                      
1:30 pm
Break

1:45 pm
403(b)/457 Plans
(CPIM Applicable)
Topics to be covered, along with example documents for reference, include: 
Administration issues, IRS limits/updates; New teachers or other employees
Presenter(s): 

2:30 pm
Break

 
2:45 pm
FMLA and FLSA Basics
(CPIM Applicable)
Presenter: Megan Greulich, Walter Haverfield 

3:45 pm
Q&A and Conclusion

 

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.

Tammy Hrosch

EMIS Manager, Meta Solutions

Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of twenty three EMIS specialists across five META locations. She has been reporting EMIS data for 19 years 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.

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

CFO, Akron Public Schools

Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds.  Ryan is dedicated to serving the community, in particular the students of Akron Public Schools.  He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.  Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials).  Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor. 

Jenni Logan

Retired Treasurer/CFO, from Lakota Local School District

Jenni Logan recentlly retired as the Treasurer/CFO of the Lakota Local School District in Butler County.  She held that position since January of 2011.  Prior to 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 (Bill) Deters

Shareholder, Ennnis Britton Co., LPA

Mr. Deters is a shareholder with Ennis Britton Co., LPA. 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. He has represented boards of education before state and federal courts, the U.S. Department of Education Office for Civil Rights, the Ohio Civil Rights Commission, the U.S. Equal Employment Opportunity Commission, the State Employment Relations Board, the Ohio Unemployment Review Commission, and the Ohio Department of Education. He serves as the Director of Law for the Cities of Harrison and North College Hill, Ohio, and as legal counsel for Whitewater Township and the Western Joint Ambulance District, and he is a veteran of the U.S. Army. Mr. Deters is a dynamic speaker and frequently presents throughout Ohio on topics related to education law and municipal law.

Megan Greulich

Associate, Walter Haverfield

Megan is an associate with Walter | Haverfield in the Education and Labor & Employment groups. She focuses her practice on providing general counsel to school districts in board governance, personnel, and student matters, including discipline, records, board policies and procedures, collective bargaining agreements, 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 and negotiation.

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Treasurer/CFO Planning Series - Second Quarter 2022-2023
09/12/2022 at 8:00 AM (EDT)   |  7 hours, 45 minutes
09/12/2022 at 8:00 AM (EDT)   |  7 hours, 45 minutes
Grants Management; Comprehensive Continuous Improvement Plan
09/12/2022 at 8:00 AM (EDT)   |  60 minutes
09/12/2022 at 8:00 AM (EDT)   |  60 minutes
EMIS Reporting and Funding Topics
09/12/2022 at 9:15 AM (EDT)   |  90 minutes
09/12/2022 at 9:15 AM (EDT)   |  90 minutes
Tying It All Together: Budgeting & Forecast
09/12/2022 at 11:00 AM (EDT)   |  60 minutes
09/12/2022 at 11:00 AM (EDT)   |  60 minutes
Staff Evaluations - Finance Office
09/12/2022 at 1:00 PM (EDT)   |  30 minutes
09/12/2022 at 1:00 PM (EDT)   |  30 minutes
403(b)/457 Plans
09/12/2022 at 1:45 PM (EDT)   |  60 minutes
09/12/2022 at 1:45 PM (EDT)   |  60 minutes
FMLA and FLSA Basics
09/12/2022 at 2:45 PM (EDT)   |  60 minutes
09/12/2022 at 2:45 PM (EDT)   |  60 minutes
Course Survey
5 Questions
Contact Hours
Live Viewing: 6.00 Contact Hours credits and no certificate available
Live Viewing: 6.00 Contact Hours credits and no certificate available