Treasurers January Hot Topics 2022-2023

  • Registration Closed

Date: 01.26.2023

Location: 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 cyber security, purchasing and accounts payable, community development, and treasurer contracts/treasurer evaluations.

AGENDA

8:00 a.m.
Registration 

8:30 a.m.
Cyber Security for Your Organization  (CPIM Approved)
Representatives from the FBI Cincinnati field office will present the FBI's perspective on cyber threats impacting public and private industry. Topics discussed will include the impact and losses due to cyber-crime, US Government roles and responsibilities during a cyber incident, the evolving cyber threat landscape, most successful initial intrusion vectors impacting victims, and cyber threat actor tactics and behaviors reported to the FBI. Additionally, the presentation will cover what to expect from the FBI during an incident. 
J. William Rivers, FBI Special Agent in Charge 
Adam Lawson, Supervisor Special Agent - FBI Cincinnati Division Cyber Squad

9:30 a.m.
Break 

9:40 a.m.
Cyber Security - Protecting your District Assets  
(CPIM Approved)
Tom Munson and Brent Ramdin, DataServ 

10:40 a.m.
Break 

10:50 a.m. 
Cyber Liability Coverage VS Cyber Crime Coverage- Who’s on First?  (CPIM Approved) 
This presentation will focus on the difference between cyber liability coverage and crime coverage and why both are important coverages. 
Tom Strup, SORSA 

11:50 a.m. 
Lunch 

12:30 Purchasing & Accounts Payable - State and Federal Compliance 
Taylor Forthofer, Bonefish Systems 

1:30 p.m. 
Break

1:40 p.m. 
Capital Financing - Levy Campaigns:  Practical Guidance After House Bill 140  (CPIM Approved)
Catherine Swartz, Bricker & Eckler 

2:40 p.m. 
Break 

2:50 p.m.
Treasurer Contracts/Treasurer Evaluations

Katie Johnson, OASBO 
Anne Arnold, Gibsonburg EVSD
 
Matt Feasel, Treasurer, Pike-Delta-York Local SD

3:50 p.m.
Adjournment


J. William Rivers

Special Agent in Charge, FBI

Mr. Rivers joined the FBI as a Special Agent in 2002 and was assigned to the Washington Field Office to investigate counterintelligence matters. He has served in the roles of Supervisory Special Agent, Unit Chief of the Technically Trained Agent Operations and Development Unit, and in 2018 was appointed assistant special agent in charge of the Norfolk Field Office in Virginia. He was promoted in 2020 to Section Chief and Director of the Terrorist Explosive Device Analytical Center. TEDAC is a multi-agency center that coordinates bomb-related evidence and intelligence collection for the U.S. government.

Mr. Rivers earned a bachelor’s degree in civil engineering from the University of Kentucky. Prior to joining the FBI, he was a project manager and engineer for a private general construction company in Kentucky.

Adam Lawson

Supervisory Special Agent - FBI Cincinnati Division Cyber Squad

As the Cincinnati Cyber supervisor, Mr. Lawson is responsible for overseeing all criminal and national security computer intrusion investigations affecting the southern district of Ohio. Mr. Lawson is also responsible for Cincinnati's computer forensics (CART) program, as well as the Computer Scientist and Data Analyst programs.

Prior to his FBI career, Mr. Lawson served for 8 years as an enlisted member of the United States Air Force. Mr. Lawson served as an intelligence analyst focusing on foreign military capabilities, Unmanned Aerial Vehicle operations, and Middle Eastern affairs. Mr. Lawson served one tour in Baghdad, Iraq during that time. Mr. Lawson received his bachelor's degree in International Studies with a Minor in the Study of the Islamic World in 2009 from the University of Illinois

Tom Munson

Director of Strategic Partnerships, DataServ/ShareOhio

Tom Munson the Director of Strategic Partnerships 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 40 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

Brent Ramdin

CEO, DataServ/Share Ohio

bramdin@dataservtech.com

Brent Ramdin, spent the last two decades creating technology solutions that impact students, educators and administrators in education. His passion is purpose aligned to improving educational outcomes, developing student information systems at Anthology, learning management systems, and creating the nation’s largest college and career planning community as the President of Encoura, a division of ACT. Brent was also the President of Lockstep Technology group, the largest provider of infrastructure, cybersecurity and classroom technology solutions to K-12 districts in the Southeast. As the CEO of DataServ, Brent adopts it’s mission to ensure that districts can focus on their students and educators with the right technology solutions in place.

Tom Strup

Executive Director, Schools of Ohio Risk Sharing Authority (SORSA)

Thomas Strup is the Executive Director of Schools of Ohio Risk Sharing Authority (SORSA) and has over 30 years of insurance industry experience.  Prior to joining SORSA, Tom was the Deputy Director of Operations with the County Commissioners Association of Ohio (CCAO).  His experience includes being an elected County Commissioner in Williams County Ohio, a Board member and Past President of County Risk Sharing Authority (CORSA), Board member and Interim Managing Director of County Employee Benefit Consortium of Ohio (CEBCO), a member of a local school board of education, and he also co-owned and operated an independent insurance agency.  

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.  

Catherine Swartz

Partner, Bricker & Eckler

Catherine Swartz focuses her practice on bond counsel, underwriter’s counsel and trustee's counsel in general obligation and revenue bond financings. Her clients include Ohio cities, counties, school districts and villages. She provides counsel to political subdivisions on issues related to tax levies, continuing disclosure filings, real estate, special assessments, public records, investment policies, sales and use tax, and ethics. She works with school district clients on matters such as school finance, public records law and board policy issues.

 

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.

Anne Arnold

Treasurer/CFO, Gibsonburg EVSD

Anne Arnold is Treasurer/CFO at Gibsonburg Exempted Village Schools in Sandusky County.   She oversees the financial operations of the district with a general fund budget of almost $11 million dollars.

Before coming to Gibsonburg, Anne was the Treasurer/CFO at Edison Local School District in Milan and prior to that at Benton-Carroll-Salem in Oak Harbor. 

Anne graduated from Bowling Green State University with a Bachelor of Science in Broadcast Journalism.  After a career in retail management, she decided to pursue public education and became the Accounts Payable Coordinator at Fremont City Schools.  While there, she obtained her School Treasurer’s License in May 2003. 

Anne has been involved with OASBO for many years and has served on a number of committees, served as an officer for the Northwest Chapter and been a presenter at several professional development meetings.  She was also named Outstanding Treasurer/CFO of the Year for 2017. 

Anne lives in Lindsey, Ohio with her husband and son.  In her spare time, she enjoys day trips with her family and friends and spending lots of time at the lake.

Matt Feasel

Treasurer/CFO, Pike-Delta-York Local SD

Matt Feasel has been facing the issues of school finance for over thirty-six (36) years now.  Currently he is serving as CFO/Treasurer of the Pike Delta York Local School District in Northwest Ohio.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City and Elmwood Local Schools.

Matt has served as the OASBO President during the 1997-98 year.  He remains an active member of OASBO serving on several committees.   He’s a past board of education member serving eight (8) years as a member of the Elmwood Board of Education in Wood County.  He enjoys working with K-12 Business Consulting and school business professionals across the state, providing forecasting and treasurer search services.   Mentoring new treasurers and providing needed and necessary professional development have been a high priority for him his entire career.  He enjoys playing golf, traveling and spending time with his family and seven (7) grandchildren.   

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Cyber Security for Your Organization
01/26/2023 at 8:30 AM (EST)  |  60 minutes
01/26/2023 at 8:30 AM (EST)  |  60 minutes
CPIM - For Your Organization
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.
Cyber Security - Protecting your District Assets
01/26/2023 at 9:40 AM (EST)  |  Recorded On: 01/26/2023
01/26/2023 at 9:40 AM (EST)  |  Recorded On: 01/26/2023
CPIM - Protecting your 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.
Cyber Security - Mitigating your Risk through Insurance
01/26/2023 at 10:50 AM (EST)  |  Recorded On: 01/26/2023
01/26/2023 at 10:50 AM (EST)  |  Recorded On: 01/26/2023
CPIM - Insurance
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.
Purchasing & Accounts Payable - State and Federal Compliance
01/26/2023 at 12:30 PM (EST)  |  Recorded On: 01/26/2023
01/26/2023 at 12:30 PM (EST)  |  Recorded On: 01/26/2023
Capital Financing - Levy Campaigns: Practical Guidance After House Bill 140
01/26/2023 at 1:40 PM (EST)  |  Recorded On: 01/26/2023
01/26/2023 at 1:40 PM (EST)  |  Recorded On: 01/26/2023
CPIM - Capital Financing
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.
Treasurer Contracts/Treasurer Evaluations
01/26/2023 at 2:50 PM (EST)  |  Recorded On: 01/27/2023
01/26/2023 at 2:50 PM (EST)  |  Recorded On: 01/27/2023
Course Survey
5 Questions
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available