Treasurer/CFO Planning Series - Third Quarter 2020-2021

Recorded On: 12/09/2020

  • Registration Closed

Date: 12/9/20

Location: Online

Cost: Member - $120 / Non-Member - $240

 

This seminar is designed to integrate modules from the Essentials Curriculum offered by OASBO with an emphasis on content focused for the third quarter of the fiscal year (January, February, March). Specific areas covered in each quarter include CCIP, EMIS and budget-related content. 


Thank you to the Seminar Directors for this seminar: Todd Puster, Orange City Schools; and Randy Drewyor, Huron City Schools.


AGENDA

8:00 a.m.
Registration & Introductions

8:15 a.m.
Educational Management Information System (EMIS) (CPIM Pending)

  • What a Treasurer/CFO needs to review with staff for accuracy, timely submission and its importance:
    • Student full-time equivalent (FTE) counts and accuracy (including percent of time, special education, economic disadvantage, enroll/withdrawal);
    • SF14 Tuition review for first half of school year; and 
    • College Credit Plus (CCP) Tuition Review (discussion on how it is loaded into Ohio District Data Exchange (ODDEX) and the 45 day review period).

Jenalee Niese, Elmwood Local Schools

9:00 a.m.
Grants Management; Comprehensive Continuous Improvement Plan (CCIP)

  • Monthly project cash requests (PCRs) and budget revisions 
  • One Needs Assessment – (to come in March 31; now May 1)
  • Indirect Cost
  • Budget amendment process for grants

Todd Adkins, Akron Public Schools


9:30 a.m.
Break

9:45 a.m. 
Tying It All Together: Budgeting, Forecast & Closing Calendar Year

  • Begin budgeting process for next fiscal year (tax budget)
    • Amended Certificate of Estimated Resources
    • Appropriation Modifications
    • Amounts and Rates
  • Real estate advances
  • Audit exit conference (by March 31)
  • Establish PO cut off deadline
  • Closing Calendar Year - Reminder of 1099’s, W2’s, NC1’s

Jeff Dornbusch, Port Clinton City Schools
Randy Drewyor, Perrysburg EVSD


10:45 a.m. 
Break

11:00 a.m. 
Special Education, Catastrophic Costs & Excess Costs

  • How to calculate, manage and code
  • Discussion on the filings and essential reports

Kyle Kiffer, Strongsville City Schools

12:00 p.m. 
Lunch

12:45 p.m. 
Health Insurance & Benefits

  • Data analytics with a focus on the benefits and limits of comparative metrics;
  • Benefits and limits of health consortiums; and 
  • A discussion on what it means to be “fully insured” and related topics that a CFO/Treasurer needs to know.

Todd Puster, Orange City Schools
Cyndie Schepis, Gallagher Insurance & Risk Management

 
1:45 p.m. 
Break

2:00 p.m.
Negotiations 

  • Treasurer roles in bargaining
  • Language as a driver of costs (e.g. administrative control to direct planning time, arbitration and mediation language, class size language, etc.
  • Data analytics with a focus on benefits and limits of comparative metrics

Randy Drewyor, Huron City Schools
Kyle Smith, Bexley City Schools


2:45 p.m.
Board Meetings 

  • Board meeting Dos and Don’ts 
  • Board Minutes
  • Parliamentary Procedure – Robert's Rules of Order

Todd Puster, Orange City Schools

3:30 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. 

Todd Adkins

Assistant Treasurer, Akron Public Schools

Todd Adkins is the Assistant Treasurer, Budgetary Division, of Akron Public Schools.  Todd is dedicated to advancing public education for students, in particular the disadvantaged students in Ohio.  Todd has committed the past 18 years to Akron Public Schools in various positions. 

Todd serves on the Ohio Schools Council Advisory Committee.  He received his accounting degree from Kent State University in 1995.  He acquired his CPA license (Inactive) in 2000 and attained his Treasurer’s License in 2015.

Todd Puster

Treasurer, Orange City School District

Todd Puster brings more than a quarter century of experience as Treasurer and Chief Financial Officer of Ohio school districts. Currently, leading the fiscal operations of the Orange City School District in suburban Cleveland, he has served the following school districts: East Liverpool, Streetsboro, Ashland and West Geauga. Todd is considered among the leading commentators on Ohio school finance and is the author of several professional articles.

Randy Drewyor

Treasurer/CFO, Perrysburg EVSD

Randy joined the Perrysburg Exempted Village School District team in September 2021 as Treasurer/CFO for the district. Randy came to Perrysburg after as Treasurer/CFO for Huron City Schools and the Bright Local School District. Randy has used his skills as an educator in management & finance and business leader to improve fiscal office and district operations and improve communications with the Board of Education and public.

George Anagnostou

Treasurer/CFO, Strongsville City Schools

George Anagnostou became the Treasurer/CFO for the Strongsville City School District in 2015. Anagnostou has eighteen years’ experience in government accounting.  Prior to working at Strongsville City Schools, he spent seven years at the Cleveland Metropolitan School District (CMSD). Prior to his time at CMSD, Anagnostou spent six years as a Project Accountant for the State of Ohio Auditor's Office – Local Government Services Division.

Anagnostou graduated from Youngstown State University in 2003 with a Bachelor of Science in Business Administration.  He completed a Strategic Data Project Fellowship in conjunction with Harvard University in 2014.  The two-year program develops data strategists in school systems, state education departments, and nonprofit providers.

Anagnostou has received the following recognitions: OASBO Distinguished Service Award NE Region, Auditor of State Award with Distinction, ASBO Meritorious Budget Award, ASBO Certificate of Excellence in Financial Reporting, and GFOA Certificate of Achievement for Excellence in Financial Reporting. 

 

Kyle Kiffer

Treasurer, Nordonia Hills City SD

Kyle Kiffer is currently the Treasurer at Nordonia Hills City SD. Prior to this he was the Treasurer for the Streetsboro City SD. Kyle spent nine years with the Ohio Auditor of State’s office Auditing School Districts, Cities, Village’s, Charter Schools, and Counties. Kyle started with the State as an intern and left as an Audit Manager.

Kyle received a degree in Accounting and Financial Management from Hiram College, where he still volunteers as a mentor to students within the schools Accounting program. He has also run ten marathons and is a three-time Ironman, a140.6-mile triathlon. He resides in Lakewood, Ohio with his wife and two daughters. 

Cyndie Schepis

Area Executive Vice President, Gallagher Risk Management & Consulting

Cyndie is an accomplished health care consultant with 30+ years of experience.  Her background includes account management with insurance carriers like CIGNA Healthcare, where she was exposed to the carrier side of the healthcare business.  She has worked as a consultant for the past 17 years.   

Cyndie currently oversees the Ohio Public Sector Practice as team lead.  She provides a long history of experience with consortia building and management, union relationships and education, public sector compliance issues and employee engagement.

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.

Daniel Wilson

CFO, Mentor Exempted Village Schools

Wilson has been the Chief Financial Officer for the Board of Education of the Mentor Exempted Village School District since March, 2004.  Mr. Wilson has more than forty-six years’ experience in the fiscal management of Ohio Public Schools.

He previously served as Associate Superintendent for the Center for School Finance and Accountability at the Ohio Department of Education.

Wilson also held the position of Chief Financial Officer and Budget Director for the Parma City School District Board of Education, Board of Education Treasurer for the Shaker Heights City Schools in Cuyahoga County, and the Canton City Schools in Stark County.  Additionally he served as Treasurer of the Stark County Board of Education in Louisville, Ohio and as Treasurer for the Woodridge Local Schools in Summit County.  He has also held the post of Treasurer for the South-Western City Board of Education in Franklin County.  Wilson also served as a shared treasurer with the Kirtland Local School District from 2015 until July 2018 and is currently serving as a shared Treasurer with the Newbury Local School District.  

Key:

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Introductions & EMIS: ZOOM LINK
12/09/2020 at 8:00 AM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 8:00 AM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 813 7876 5847 Passcode: 118532
CPIM 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.
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; CCIP: ZOOM LINK
12/09/2020 at 9:00 AM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 9:00 AM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 868 7936 1459 Passcode: 421427
CPIM 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.
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 & Closing Calendar Year: ZOOM LINK
12/09/2020 at 9:45 AM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 9:45 AM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 816 2022 9288 Passcode: 413547
CPIM 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.
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.
Special Education, Catastrophic Costs & Excess Costs: ZOOM LINK
12/09/2020 at 11:00 AM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 11:00 AM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 873 7546 9265 Passcode: 010124
CPIM 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.
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.
Health Insurance & Benefits: ZOOM LINK
12/09/2020 at 12:45 PM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 12:45 PM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 898 0910 2091 Passcode: 294113
CPIM 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.
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.
Negotiations: ZOOM LINK
12/09/2020 at 2:00 PM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 2:00 PM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 830 1965 2184 Passcode: 690079
Board Meetings: ZOOM LINK
12/09/2020 at 2:45 PM (EST)  |  Recorded On: 12/09/2020
12/09/2020 at 2:45 PM (EST)  |  Recorded On: 12/09/2020 Meeting ID: 848 8047 6247 Passcode: 952977
Survey and Contact Hours
Survey Link
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Click the Access Survey yellow button to the right. Completion of the survey is required in order to receive contact hours for this event.
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available