Join us for the Q3 Quarterly Planning Series as we focus on key financial management topics to help keep your district on track throughout the fiscal year. The content will focus on what to prepare for in the third quarter (January, February, March).

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.

New this year, OASBO is partnering with the Ohio Educational Service Center Association (OESCA) and Ohio School Boards Association (OSBA) to create an interactive learning experience specifically designed for leadership teams, including the superintendent, treasurer/CFO, and district and board leaders. Join us December 3-4 at the Hilton Columbus/Polaris as we welcome back Dr. Marguerite Roza, whose sessions have consistently challenged participants to think differently, ask difficult questions, and explore new approaches to sustaining student success in times of uncertainty. This interactive leadership experience is designed for district leadership teams navigating an increasingly complex educational and financial environment. Effective solutions require collaboration among superintendents, treasurers/CFOs, board members, and other key decision-makers. Dr. Roza will guide participants through the financial realities shaping K-12 education and facilitate conversations about how leaders can work together to align resources, priorities, and expectations. Through practical examples, data-driven discussion, and interactive exercises, teams will examine how decisions made today will influence their district's long-term sustainability and ability to serve students. Participants will explore: The national and state trends shaping the future of school finance Strategies for aligning resources with district priorities and student needs Approaches to managing financial pressures while maintaining organizational effectiveness How leadership teams can navigate difficult decisions and communicate them effectively Tools and frameworks for planning beyond immediate challenges and preparing for long-term sustainability Whether your district is facing enrollment shifts, funding uncertainty, staffing challenges, or competing community expectations, this conference will provide an opportunity for leadership teams to learn together, challenge assumptions, and return home better prepared to lead through change.

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. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

A course for those seeking their treasurer’s license through OASBO’s, ODEW Approved Pathway 3, or currently licensed Treasurer/CFOs wanting a refresher in budgeting and forecasting. The course provides comprehensive content in the following areas: budget development and budgeting best practices, purpose of five-year forecasts, revenue and expenditure modeling, forecasting assumptions, and ODEW’s role and oversight in the five-year forecast. *Each presentation is mapped to the Ohio Standards for Business Managers and Treasurers.

This seminar provides an in-depth exploration of student activities and booster groups, focusing on the essential components of proper fund accounting and financial oversight. Attendees will gain a clear understanding of the rules and regulations governing these groups, along with guidance on establishing sound financial practices. The session will also include a review of sample policies, procedures, and operational manuals to help ensure compliance and consistency. Additionally, participants will learn about the importance of maintaining proper documentation and records to support transparency, accountability, and effective management of student-related funds.

Join us for the Q4 Quarterly Planning Series for a comprehensive look at fiscal year end. The content will focus on what to prepare for in the fourth quarter (April, May, June).

This seminar is designed to support district personnel in building a clear, working understanding of the key responsibilities and regulatory requirements associated with managing grant funds. The seminar will provide practical guidance on allocating indirect costs, understanding maintenance of effort and equity requirements, and implementing effective grants management best practices. Attendees will also gain insight into external monitoring processes and single audit requirements, with an emphasis on preparing for reviews and maintaining strong internal controls.

The Fundamentals of Payroll course is tailored specifically for professionals working within Ohio's public education system. This comprehensive course is designed to provide payroll specialists with the knowledge and skills necessary to excel in their roles. As the backbone of financial operations, payroll specialists play a crucial role in ensuring the accurate and timely compensation of staff, thereby supporting the overall functionality and integrity of the educational institution.

Join us for the Q1 Quarterly Planning Series for a comprehensive look at the start of the fiscal year. The content will focus on what to prepare for in the first quarter (July, August, September).