Join us October 9-10 for a hands-on, interactive session with Dr. Marguerite Roza focused on navigating our complex financial landscape. We are operating in a new landscape, and success will require a proactive approach as federal funding shifts, state and local budgets grow tighter, and community engagement remains challenging for school leaders. Dr. Roza will deliver an overview of the financial outlook for K-12 education and present tools to assist leaders in managing compensation systems, leveraging data to prioritize student needs, and ensuring the financial sustainability of school districts.

Join us for an in-depth exploration of emerging trends, challenges, and best practices impacting school business operations in the coming year. This session will cover timely topics including new transportation legislation, updates in bidding and procurement, fund management, recovery, and facility assets, as well as an interactive insurance session to clarify common challenges. After lunch, a hands-on Learning Lab on capital planning will provide practical tools to align long-term facility needs with district resources. Whether it's navigating regulatory changes, improving operational efficiency, managing risk, or planning for workforce and resources, this deep dive will equip you with practical insights and actionable strategies for the year ahead.

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.

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.

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.

Meet your two-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, Workers' Comp, and unemployment compensation updates & more. The workshop is open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick. **This seminar also qualifies for one safety council external training credit. In-person attendance is required to be eligible for this credit.

Meet your two-hour requirement for safety training, hear the latest on OASBO & OSBA’s SchoolComp program, Workers' Comp, and unemployment compensation updates & more. The workshop is open to all school districts, regardless of which Worker’s Compensation Group or Program you participate in, brought to you by the OASBO & OSBA SchoolComp program, administered by Sedgwick. **This seminar also qualifies for one safety council external training credit. In-person attendance is required to be eligible for this credit.