Treasurers Fall Hot Topics 2023-2024

Recorded On: 10/17/2023

Date: Oct. 17, 2023

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

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

Description: 
This seminar covers the most important topics facing school officials right now in the area of capital funding, school construction and levy campaigns.

Agenda
8:00 a.m. 
Registration

8:15 a.m. 
OFCC Programs and the Planning Process  (CPIM Approved)
This session will cover how OFCC stays up to date. We will then take a look at OFCC’s programs, the typical planning process, and what principles drive the master plan development.   
Joey DiOrio, Planning Manager, OFCC   

9:05 a.m. 
Break 

9:15 a.m. 
OSDM Redesign (CPIM Approved)
Review of the OSDM, recent changes, and upcoming new developments. 
Melanie Drerup, Chief of Planning, OFCC 
Dean Clouse, Planning Manager, OFCC 

10:15 a.m. 
Break

10:30 a.m. 
Financing School Facilities in a Volatile Market (CPIM Approved)
Matt Stout, Bricker Graydon 
Mike Prcela, Sudsina & Associates, LLC 
Greg Van Wagnen, Sudsina & Associates, LLC 

11:30 a.m. 
Lunch 

12:15 p.m. 
School Construction - Managing the Construction Budget and the Importance of Value Engineering (CPIM Approved)
Chris McCloskey, Bricker Graydon 

1:15 p.m. 
Break 

1:25 p.m.
Arbitrage, Credit Ratings and the Official Statement (CPIM Approved)
Ryan Callender, Squire Patton Boggs

2:15 p.m. 
Break

2:30 p.m. 
Do’s and Don'ts with Levy Campaigns  (CPIM Approved)
Katie Johnson, OASBO 
TJ Cusick, Worthington City Schools 
Andrew Geistfeld, Upper Arlington City Schools

3:30 p.m. 
Conclusion and Q&A 



Joseph DiOrio

Planning Manager, OFCC

Joey DiOrio is a Planning Manager for the Ohio Facilities Construction Commission, assisting school districts with their capital facility projects through facility assessments and master planning. Joey holds a Bachelor of Science in mechanical engineering from Ohio Northern University. Prior to his time at the Commission, he served as an Operations Engineer for the Metropolitan Sewer District of Greater Cincinnati, and as an Applications Engineer for Vertiv Inc. 

Melanie Drerup

Chief of Planning, OFCC

Melanie Drerup has over two decades of experience in the planning and constructing educational facilities.  Since the inception of the Commission, Melanie has worked on policy development for many programs administered by the Ohio Facilities and Construction Commission (OFCC). She is involved in the development of the assessment and master planning process including web-based planning tools as well as the development and updating of the Ohio School Facilities Design Manual. She holds degrees in Construction Management and Architectural Engineering from the University of Cincinnati. In addition, she earned a Certificate in Educational Planning from San Diego State University. 

Dean Clouse

Planning Manager, OFCC

Dean Clouse is a Planning Manager for the Ohio Facilities Construction Commission, working with Ohio school districts in the early stages of planning capital improvements to help define a clear path forward. Dean earned his Bachelor of Science in Interior Design from the University of Kentucky, Lexington, KY. Prior to joining OFCC Dean provided planning, design, and management expertise to help create projects nationally specializing in restaurants, care facilities, architectural millwork, and museums. He has renovated residential properties providing planning, design, and contracting services. 

Matt Stout

Partner, Bricker Graydon LLP

Matt Stout is a partner in Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions.

Michael Prcela

Senior Vice President - Public Finance, Sudsina & Associates

Mr. Prcela has provided expertise to school systems, municipalities, not for profits, and higher education issuers for over 20 years in Northeast Ohio. Michael has successfully completed over $2 billion of transactions in his career. As lead investment banker on hundreds of transactions, Mr. Prcela has developed unique insight into market driven structures and concepts. Michael served as lead banker on Ohio’s largest qualified school construction bond issue in 2010, and the largest Ohio school district bond issue so far in 2016. Mr. Prcela has passed the Series 50 Municipal Advisor Representative Examination.

Prior to joining Sudsina & Associates, Prcela was a senior vice president of investment banking with Piper Jaffray & Company from 2012 to 2016 and previously served as Vice President at Fifth Third Securities for 12 years. Mr. Prcela is an honors graduate from Miami University of Ohio.

Greg Van Wagnen

Senior Advisor, Sudsina & Associates, LLC

Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing.

Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase. There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion.
 
Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at Ohio State.

Chris McCloskey

Partner, Bricker Graydon LLP

Chris McCloskey is chair of Bricker Graydon’s Public Sector industry group and is a partner in the Construction Law group. He focuses his practice on construction-related contracting and disputes, as well as general business and litigation. He is experienced in researching and drafting motions for construction lawsuits, preparing and reviewing construction contracts, construction claims, change orders, purchase orders, project analysis, mechanic's liens, bid strategy and project coordination. He represents school districts with all facets of their capital projects with the Ohio Facilities Construction Commission.


Ryan Callender

Partner

Squire Patton Boggs

Ryan Callender’s experience includes serving as bond counsel, counsel to credit enhancers, underwriters, trustees and public issuers in a variety of conventional and capital market public debt financings. Ryan is experienced in general obligation debt, revenue bond debt, tax increment financing, special assessments and certificates of participation. He also has experience with a variety of industrial development revenue bonds, housing revenue bonds, water and sewer revenue bonds, conduit financings and 501(c)(3) bonds.

Katie Johnson, Esq.

Executive Director, OASBO

Katie Johnson is the Executive Director of the Ohio Association of School Business Officials. Katie is the seventh Executive Director and the first woman to lead the organization since its inception in 1936.

Katie was the Deputy Executive Director for OASBO prior to being named Executive Director. In that role, she served as legislative lead and in-house legal counsel for the association, keeping staff and members abreast of legal and regulatory compliance issues in school business. In addition, she has served as the chief learning officer, developing curriculum to support OASBO’s strategic plan and the Ohio school business profession.

Katie also serves on boards and committees focused on public finance, including serving as a member on the Finance and Appropriations Committee for Columbus City School District, as Treasurer of the Confluence Community Authority, and as past President of the Ohio Chapter of Women in Public Finance.

Katie holds a bachelor's degree in Business Finance from the University of Colorado, a master’s degree in Education from The Ohio State University, and a law degree from The Ohio State University Moritz College of Law.

TJ Cusick

Treasurer/CFO, Worthington City Schools

TJ Cusick is the Treasurer for Worthington City School District. He has been with Worthington for 17 years and worked for a regional CPA firm prior to coming to Worthington. He is responsible for the day to day operations of the District, including budgeting, payroll and investment management. He is a licensed CPA in the state of Ohio, was an elected school representative for the Ohio GFOA, and recipient of the 2016 OASBO distinguished service award for his service providing continuing education for its members. He is originally from Steubenville, Ohio, married to Stacey, with one son and a killer pug.

Andy Geistfeld

Treasurer/CFO, Upper Arlington City Schools

Andrew Geistfeld joined the Upper Arlington City Schools as Treasurer/Chief Finance Officer in November 2005. Prior to joining Upper Arlington, he was the Treasurer of the Olentangy Local School District in Delaware County. He has served in public school districts since 2001 in various capacities. Before working for public schools he worked in the private sector as a Senior Manager with the accounting firm, KPMG.

Throughout his time in education, he has been committed to being a good steward of public funds. He is Past-President of the Ohio Association of School Business Officials (OASBO) and was named its 2022 Outstanding Treasurer of the Year. He is also a member in the Government Finance Officers Association.

Geistfeld is a graduate of the Upper Arlington City Schools. He received a Master of Business Administration from Mount Vernon Nazarene University and a Bachelor of Science in Business Administration from The Ohio State University. He also is a certified public accountant.

Key:

Complete
Failed
Available
Locked
Treasurers Fall Hot Topics 2023-2024
10/17/2023 at 8:00 AM (EDT)   |  8 hours  |  Attendance Required
10/17/2023 at 8:00 AM (EDT)   |  8 hours  |  Attendance Required
OFCC Programs and the Planning Process
10/17/2023 at 8:15 AM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 8:15 AM (EDT)  |  Recorded On: 10/17/2023
CPIM - OFCC Programs
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.
OSDM Redesign
10/17/2023 at 9:15 AM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 9:15 AM (EDT)  |  Recorded On: 10/17/2023
CPIM - OSDM Redesign
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.
Financing School Facilities in a Volatile Market
10/17/2023 at 10:30 AM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 10:30 AM (EDT)  |  Recorded On: 10/17/2023
CPIM - Financing School Facilities
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.
School Construction - Managing the Construction Budget
10/17/2023 at 12:15 PM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 12:15 PM (EDT)  |  Recorded On: 10/17/2023
CPIM - School Construction
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.
Arbitrage, Credit Ratings and the Official Statement
10/17/2023 at 1:25 PM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 1:25 PM (EDT)  |  Recorded On: 10/17/2023
CPIM - Arbitrage, Credit Ratings
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.
Do’s and Don'ts with Levy Campaigns
10/17/2023 at 2:30 PM (EDT)  |  Recorded On: 10/17/2023
10/17/2023 at 2:30 PM (EDT)  |  Recorded On: 10/17/2023
CPIM - Do's and Don'ts with Levy Campaigns
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
7 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available