Join us at a Regional Fall School Finance Seminar for critical updates on the state budget and proposed property tax changes that could significantly impact school district finances. This seminar will help ensure your district is informed and prepared to respond to these evolving developments. The seminar will also provide essential updates on key topics such as economic and market trends, recent legal developments, and changes in state foundation funding—along with updates from DEW and OASBO.

Join us at a Regional Fall School Finance Seminar for critical updates on the state budget and proposed property tax changes that could significantly impact school district finances. This seminar will help ensure your district is informed and prepared to respond to these evolving developments. The seminar will also provide essential updates on key topics such as economic and market trends, recent legal developments, and changes in state foundation funding—along with updates from DEW and OASBO.

Join us September 11-12 for the Q2 Quarterly Planning Series where we will roll up our sleeves for in-depth sessions on the tax budget and forecasting, and reconciling EMIS reporting, as well as touching on excess and threshold cost, levy planning, board relations and open enrollment. Now updated to a two-day format, the Quarterly Planning Series offers more hands-on learning, deeper strategy sessions, and valuable networking opportunities. Don’t forget your laptop—you’ll have time to review or work on specific items during networking. Whether you are new to the profession or a seasoned veteran, don’t miss this chance to boost your skills and connect with peers.

Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. With this foundational course, we will cover creating a master facility plan, creating a construction budget, capital budget planning, procurement laws, bidding requirements, training and evaluating staff, and evaluating your facility maintenance program.

Join us for a hands-on, interactive session with Dr. Marguerite Roza, exploring how to navigate today’s complex financial landscape. Unpredictable state and local revenues, shifting federal funding, and declining enrollment continue to challenge school leaders. Dr. Roza will provide a K-12 financial outlook and practical tools to help prioritize student needs, manage budget pressures, and sustain district financial health. On day two, we will shift focus to communications. Media and messaging experts will guide participants on how to answer tough questions from the press and the community, and how to communicate consistently and effectively. Participants will learn how to: • Prioritize spending on student needs and sustain high-impact investments • Use data to communicate financial decisions and improve outcomes • Explore innovative compensation strategies that support student success • Strengthen messaging with media and the public

Join us for an in-depth exploration of emerging trends, challenges, and best practices impacting business operations in the coming year. This session will cover a range of timely and relevant topics designed to help operational leaders stay informed, strategic, and prepared for what’s ahead. Whether it's navigating regulatory changes, improving operational efficiency, enhancing risk management, or addressing workforce and resource planning, this deep dive will equip you with practical insights and actionable strategies.

This seminar is specifically designed to bring together Treasurers and EMIS Coordinators for a collaborative discussion on the critical role of accurate data collection and EMIS reporting. Participants will explore how these processes directly impact funding allocations and financial planning for their organizations. Through this session, attendees will gain a deeper understanding of best practices, compliance requirements, and strategies to improve data accuracy and reporting efficiency, ultimately helping to maximize funding opportunities and support informed decision-making.

Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. With this tactical course, we will cover risk management, property liability, workers’ compensation, environmental safety, safety plan requirements, security assessments, maintenance planning, and cleaning standards

Join us December 11-12 for the Q3 Quarterly Planning Series for an interactive mid-year check-in and a focused session on budgeting for next fiscal year. In addition, we will look at W2 reporting, 1099s and the annual organizational meeting. Now updated to a two-day format, the Quarterly Planning Series offers more hands-on learning, deeper strategy sessions, and valuable networking opportunities. Whether you are new to the profession or a seasoned veteran, don’t miss this chance to boost your skills and connect with peers.

A course for those seeking their treasurer’s license through OASBO’s, Ohio Department of Education & Workforce Approved Pathway 3, or for all types of business officials. This course provides comprehensive content in the areas of the history of school funding in Ohio, local taxation - including the complexities of tax abatements, the components of state funding, the details of issuing debt, the mechanics of financial reporting, grant accounting and management, EMIS requirements, tuition and student related costs to recapture, preparing for and responding to audits.