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OASBO Essentials of School Funding & Finance

The Essentials of School Funding & Finance course provides a survey of the skills needed by a CFO/COO when involved with the formulas and systems for public financing of education. Participants will review state and local sources of funds, the methods and responsibilities of managing local, state, and federal revenues, and the impact of the state data processing system (EMIS) on the district's state funds. This course is for those seeking their treasurer's license through OASBO's ODE Approved Pathway, or currently licensed treasurers/CFOs wanting a refresher. 

Ohio Association of School Business Officials (OASBO)
Nadeen Askew, Events Manager
(614) 431-9116
[email protected]
1/18/2023 - 6/30/2023
9.5
OASBO Conference Center and Live Virtual - Hybrid
98 Commerce Park Dr
Westerville, OH 43082
Nadeen Askew
Events & Expo Manager
Ohio Association of School Business Officials (OASBO)
614-431-9116 ext 108
[email protected]

Wednesday 1/18/2023

8:30 AM - 10:00 AM
Course Name Speaker(s) Hours Available
Local Taxation - Property Values, Levies, Rates and Reduction Factors Meghan Sullivan Homsher, Senior Analytics Advisor , Frontline Education 1.5 View
10:10 AM - 11:25 AM
Course Name Speaker(s) Hours Available
Impacts on Local Tax Revenue Adam W Seeley, Associate, Bricker & Eckler LLP, Todd Griffith, Treasurer, Licking Heights Local School District 1.25 View
12:10 PM - 1:40 PM
Course Name Speaker(s) Hours Available
Debt Issuance Heather Vlasuk, Senior Attorney, Squire Patton Boggs, Andrew Laskey, Vice President, RBC Capital Markets, Marvin Founds, Director of Education Finance, Baker Tilly 1.5 View

Thursday 1/19/2023

8:30 AM - 9:30 AM
Course Name Speaker(s) Hours Available
EMIS Jenalee A Niese, Treasurer, Elmwood Local SD 1 View
9:40 AM - 10:25 AM
Course Name Speaker(s) Hours Available
Why Kids Count - Tuition, Excess Costs, SF6, SF14, Catastrophic Costs Deborah Caudle, ODE Area Coordinator, Ohio Department of Education 0.75 View
10:30 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Grant Accounting & Management Karl Koenig, Assistant Director, ODE Office of Federal Programs, TJ Cusick, Treasurer, Worthington City SD 1.5 View
12:50 PM - 1:50 PM
Course Name Speaker(s) Hours Available
Financial Reporting - Requirements, Deadlines, CAFRs, Board and Community Reports, Financial Transparency Jack Webb, Treasurer, Gallia County Local SD 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Annual Audits Jim Rader, Asst. Chief of Central Region, Office of the Ohio Auditor of State 1 View
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