Treasurers Fall Hot Topics 2021-2022

Recorded On: 10/27/2021

Date: 10/27/2021

Location: Online

Fee: $200 (Non-Member) / $100 (Member) The seminar will be recorded. Those registered will be notified as soon as recordings are available. If you cannot attend live, you may register now and view the recordings at another time. 

 

This seminar covers the most important topics facing school officials right now in the areas of technology, cyber-security, risk management and capital planning.

 

AGENDA

 

8:30 a.m.
Welcome and Introductions

 

8:45 a.m.
Assessing the District’s Technology Investment  (CPIM Approved)
Dan Hairston, Tom Munson and Debbie Seibel, DataServ/ShareOhio

 
 
9:45 a.m.
Break

 

10:00 a.m.
Data Integrity for Accounts Payable/Payroll
Taylor Forthofer, Bonefish Systems

 

11:00 a.m.
Break

 

11:15 a.m.
Cyber-Security from a Banking & Credit Card Perspective
Timothy Jenkins, Treasury Management Product Advisor, PNC
Bethany Suchy, Assistant Vice President, PNC

 

12:15 p.m.
Lunch

 

1:00 p.m.
Capital Planning relating to Technology Infrastructure, Software, Hardware, etc. (CPIM Approved)
Dan Hairston, Tom Munson, and Dale Dickson, DataServ/ShareOhio

 

2:00 p.m.
Break

  

2:15 p.m.
Protecting District Assets through Cyber Insurance (CPIM Approved)
Alexis Spoon and Dave Tardif, Gallagher Risk Management   
     

                                                                                  

3:15 p.m. 
Wrap-Up and Q&A

 

Dan Hairston

Senior Account Executive, DataServ

Dan Hairston is a graduate of Devry University and a co-founder of DataServ Integrations, LLC in Westlake, OH. For over 34 years, Dan has worked closely with K12 school districts, ITC's, and Educational Associations by providing expertise in unique cutting-edge IT solutions and services that improve efficiencies in a digital environment. As a Senior Account Executive with DataServ, he holds numerous Cisco certifications and presents at conferences throughout the state of Ohio on the importance of reliable and secure networks in the K12 environment.

Tom Munson

Senior Account Executive, DataServ/ShareOhio

Tom Munson is a Sr. Account Executive with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 35 plus year career working in the public sector with focus on education.

Tom and his wife, Lisa, live in Dublin, Ohio. They have three adult children – two in Chicago and one in Orlando. Tom is a high school varsity basketball official. He enjoys traveling, golf, running and training.

Debbie Seibel

Director of Administrative Services, Johnstown-Monroe Local SD

Debbie Seibel has served Johnstown-Monroe Local Schools for 20 years including 6 years in her current role as Director of Administrative Services. Debbie also served as Principal of Adams Middle School for 5 years and 9 years as Johnstown High School Library Media Specialist.  She is a graduate of Otterbein College and achieved her Masters of Education from Ashland University.

Taylor Forthofer

Director Marketing & Client Services, Bonefish Systems

Taylor Forthofer is the Director of Marketing and Client Services at Bonefish Systems. Taylor joined Bonefish as the company's first employee in 2013 and has advanced into her current role as key member of the Bonefish leadership team. Taylor has been instrumental in driving growth with her energy and creativity. Her leadership in both client services and marketing have played a huge role in the growth of Bonefish Systems and the capabilities provided to clients across the state. In addition to Taylor’s primary job functions, she has been recognized by others for her extraordinary commitment to learning. Taylor holds a bachelor degree in Business Marketing from Ohio University and currently resides in Avon, Ohio with her husband and two children.  

Timothy Jenkins

Treasury Management Product Advisor, PNC Bank

Tim Jenkins joined the PNC Financial Services Group in 2008 as a Card Services Account Development Specialist with the Treasury Management division. In this role, Tim utilized his technical and consulting background to assist large and strategic clients with expansion and growth of their virtual AP-card programs. 

Currently as a Product Advisor in PNC’s Treasury Solutions Group, Tim applies his card services experience to assist clients in complex tailored card-based solutions, offers best practice recommendations to help clients optimize their processes, as well as represents PNC Card Services at both industry and bank events.
Tim received his Lean Six Sigma Certification and is an Accredited Procure-to-Pay Solution Consultant (APPSC). Tim graduated from Ohio University with a BBA, Computer Systems in Business. He is based in Pittsburgh, PA.

Dale Dickson

Superintendent, Johnstown-Monroe Local SD

Alexis Spoon

Area Assistant Vice President, Gallagher Risk Management & Consulting

Alexis is an Area Assistant Vice President at Arthur J. Gallagher Risk Management Services, Inc. Alexis focuses on working with public entities and nonprofit organizations to help them evaluate their property and casualty insurance programs. Through use of Gallagher’s CORE360 program, Alexis drives down buyers total cost of risk and evaluates all aspects of their insurance program.

In addition to public entities and nonprofit organizations, Alexis specializes in scholastic risk and works in pooling to help organizations maximize their coverage while driving down costs.

David Tardif

Area Vice President, Gallagher Risk Management & Consulting

Dave Tardif is an executive liability specialist with experience delivering risk management consulting and insurance placement services to associations, public sector, private and not-for-profit companies in all industries. He has significant experience with developing association insurance programs and provides specialization and program design expertise to risk management.

Key:

Complete
Failed
Available
Locked
Introductions & Welcome/Assessing the District’s Technology Investment
10/27/2021 at 8:30 AM (EDT)   |  75 minutes
10/27/2021 at 8:30 AM (EDT)   |  75 minutes Meeting ID: 879 3698 9529 Passcode: 417137
CPIM Code - Assessing the District
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.
Data Integrity for Accounts Payable/Payroll
10/27/2021 at 10:00 AM (EDT)   |  60 minutes
10/27/2021 at 10:00 AM (EDT)   |  60 minutes Meeting ID: 860 7108 7121 Passcode: 994701
Cybersecurity from a Banking & Credit Card Perspective
10/27/2021 at 11:15 AM (EDT)   |  60 minutes
10/27/2021 at 11:15 AM (EDT)   |  60 minutes Meeting ID: 824 4525 7769 Passcode: 768654
Capital Planning relating to Technology Infrastructure, Software, Hardware, etc.
10/27/2021 at 1:00 PM (EDT)   |  60 minutes
10/27/2021 at 1:00 PM (EDT)   |  60 minutes Meeting ID: 896 7908 9760 Passcode: 947952
CPIM Code - Capital Planning
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.
Protecting District Assets through Cyber Insurance/Wrap-Up and Q&A
10/27/2021 at 2:15 PM (EDT)   |  60 minutes
10/27/2021 at 2:15 PM (EDT)   |  60 minutes Meeting ID: 835 0501 2478 Passcode: 569728
CPIM Code - Protecting District Assets
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.
Course Survey
5 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available