Treasurers Fall Hot Topics 2022-2023

Date: 09.08.2022

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

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

 

This seminar covers the most important topics facing school officials right now in the area of budgeting, state funding, community development, and time management.

 

AGENDA

8:00 a.m.
Registration

8:30 a.m.
Best Practices in Budgeting (CPIM Approved) 
 
Matt Bubness, Baker Tilly  
Marvin Founds, Baker Tilly 

9:30 a.m.
Break

9:45 a.m.
Community Development Agreements (Community Partnerships)
    
Bradley Ruwe, Dinsmore & Shohl LLP
Andrew Brossart, Bradley Payne Advisors, LLC

10:45 a.m.
Break

11:00 a.m.
Finding an Extra Hour Every Day (Including Tips for Taming the E-mail Beast!)
 
Randall "Randy" Dean, MBA, The E-mail Sanity Expert®

Due to proprietary content, this presentation cannot be recorded. Therefore, you must attend it live in person, or live online the day of the event.

12:00 p.m.
Lunch

12:45 p.m.
Finding an Extra Hour Every Day (Including Tips for Taming the E-mail Beast!)
cont.    
Randall "Randy" Dean, MBA, The E-mail Sanity Expert®

Due to proprietary content, this presentation cannot be recorded. Therefore, you must attend it live in person, or live online the day of the event.

1:45 p.m.
Break

2:00 p.m.
Assessing Your District’s State Funding Profile for the Second Year of the Biennium Budget (CPIM Approved)

Ryan Ghizzoni, Frontline Education 

3:00 p.m.
Break

3:15 p.m.
The Great Resignation and the Effect on K12 Education

Ryan Ghizzoni and Stacy Overly, Frontline Education 
Ryan Stechschulte, Treasurer/CFO, Toledo Public Schools 

4:00 p.m. 
Wrap-Up and Q&A

Matt Bubness

Senior Consulting Manager, Baker Tilly Municipal Advisors, LLC

Matt Bubness is a director with Baker Tilly Municipal Advisors (BTMA), joining the practice in 2021. Matt brings nearly 20 years of experience serving and working for a number of entities across the public sector, particularly school districts. At BTMA, Matt specializes in budgeting/strategic planning, financial analysis, and organizational/process improvements. Most recently, Matt worked for the Government Finance Officers Association leading national efforts to improve budget and strategic planning for school districts and community colleges – and a number of other consulting and research projects. Previously, Matt worked for Chicago Public Schools, serving as operations and finance director for all special education programming as well as in various roles in the budget department. Matt has prior experience in the municipal bond field as well, working as a municipal advisor and ratings analyst.

Marvin Founds

Director of Education Finance, Baker Tilly Virchow Krause, LLC

Baker Tilly Virchow Krause, LLC

Marvin Founds is a director and municipal advisor with Baker Tilly Municipal Advisors, LLC. He has been an education finance professional for over 30 years, serving as treasurer/CFO for various school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

Through his longtime involvement in the field, Marvin has developed a statewide reputation for his range of knowledge in school finance. He has been a speaker and panelist at many conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances. 

Marvin earned a Bachelor of Science Degree in Business Administration with a Finance concentration from The Ohio State University, and has two Master’s Degrees from Ashland University - Business Administration and Education.

Brad Ruwe

Partner, Dinsmore

Brad has over 23 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).

Andrew Brossart

Partner, Bradley Payne Advisors, LLC

Andrew Brossart is a Partner with Bradley Payne Advisors specializing in Local Government, Primary Education, Special District & Development financings. Mr. Brossart became a Partner in February of 2017. Prior to joining Bradley Payne, Mr. Brossart worked for William Blair & Fifth Third Securities for 12 years, where he led both firm’s expansion in the Midwest region leading Fifth Third to be one of the top underwriting firms in State of Ohio. He has 21 years of experience in public finance and has significant experience with the region’s leading issuers and has executed transactions approximating $15 billion. 

Randall "Randy" Dean, MBA

The E-mail Sanity Expert®

Randy Dean, MBA, The E-mail Sanity Expert®, has been one of the most popular expert speakers on the conference, corporate, and university training and speaking circuit for several years. The author of the recent Amazon e-mail bestseller, Taming the E-mail Beast, Randy is a very popular and engaging time, e-mail, and technology management speaker and trainer. He brings more than 25 years of speaking and training experience to his programs, and has been very popular with programs including Taming the E-mail Beast, Finding an Extra Hour Every Day, Optimizing Your Outlook, Time Management in "The Cloud" Using Google and Other Online Apps, and Smart Phone Success & Terrific Tablets.

Ryan Ghizzoni

Consultant, OASBO Past President

Frontline Education

Ryan began his career with the Auditor of State’s Office and has served as a school district treasurer for the 16 years. He currently is a Senior Analytical Advisor for Frontline Education (formerly Forecast 5).

During his career, he has also served as Treasurer/CFO of the Stow Munroe Falls City School District, the Lorain City School District, the Fairview Park City School District, Berea City School District and Austintown Local School District.  He has been the recipient of 9 Association of School Business Officials International Meritorious Budget Awards (ASBO) and was the recipient of the Ohio Association of School Business Officials 2011 Outstanding Treasurer of the Year Award.   He is a past President of the Ohio Association of School Business Officials, previously chaired the ASBO Meritorious Budget Award Advisory Committee and has served on numerous local, state and national committees.  Ryan holds a Bachelor of Business Administration from the Youngstown State University and is a Certified Administrator of School Finance and Operations.

Stacy Overly

Senior Analytics Advisor, Frontline Education

StacyOverly provides direct financial services to clients. He has over 20 years ofexperience serving as school district treasurer, including 15 plus years ofdeveloping financial forecasting tools, and providing instruction and trainingopportunities attended and used by over two hundred of Ohio’s public schooltreasurers. Stacy works with clients to analyze trends and review localeconomic data to help determine a long-term operating strategy for theorganization.  He holds his Master of Business Administration and hisBachelor of Business Administration in Finance from Ohio University.

Ryan Stechschulte

CFO/Treasurer, Toledo Public Schools

Mr. Ryan Stechschulte is the Treasurer/CFO for Toledo Public Schools. He has been with the school district, which is the top four as far as enrollment in the State of Ohio, since July, 2015.

Prior to making the move to Toledo Public Schools, Mr. Stechschulte served as the Treasurer/CFO of several other school districts, including Ada Exempted, Patrick Henry, Ottawa Hills and Lima City. Throughout his career, he has gained valuable experience in the areas of school law and finance. He has also been involved in setting district policy and being on contract negotiating teams.

Mr. Stechschulte is a past president of the board of directors for OASBO and has presented at numerous local, regional and national conferences on varying topics having to do with school finance. 

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Best Practices in Budgeting
09/08/2022 at 8:30 AM (EDT)  |  Recorded On: 09/08/2022
09/08/2022 at 8:30 AM (EDT)  |  Recorded On: 09/08/2022
CPIM Code - Budgeting Best Practices
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.
Community Development Agreements (Community Partnerships)
09/08/2022 at 9:45 AM (EDT)  |  Recorded On: 09/08/2022
09/08/2022 at 9:45 AM (EDT)  |  Recorded On: 09/08/2022
Finding an Extra Hour Every Day (Including Tips for Taming the E-mail Beast!)
09/08/2022 at 11:00 AM (EDT)  |  60 minutes
09/08/2022 at 11:00 AM (EDT)  |  60 minutes
Finding an Extra Hour Every Day (Including Tips for Taming the E-mail Beast!) cont.
09/08/2022 at 12:45 PM (EDT)  |  60 minutes
09/08/2022 at 12:45 PM (EDT)  |  60 minutes
Assessing Your District’s State Funding Profile for the Second Year of the Biennium Budget
09/08/2022 at 2:00 PM (EDT)  |  Recorded On: 09/08/2022
09/08/2022 at 2:00 PM (EDT)  |  Recorded On: 09/08/2022
CPIM Code - Assessing Your 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.
The Great Resignation and the Effect on K12 Education
09/08/2022 at 3:00 PM (EDT)  |  Recorded On: 09/08/2022
09/08/2022 at 3:00 PM (EDT)  |  Recorded On: 09/08/2022
Course Survey
5 Questions
Contact Hours
5.00 Contact Hours credits  |  No certificate available
5.00 Contact Hours credits  |  No certificate available