State budget update – district financial forecasting workshop
Mike Sobul, Consultant, Public Finance Resources, Inc., Ryan Ghizzoni, Consultant, Public Finance Resources, Inc., Stacy Overly, Consultant, Public Finance Resources, Inc.
Course Details: Economic development incentives – lessons learned
Target Audiences: School Districts
Category: Public Finance
Dublin City and Bricker & Eckler LLP review school districts' roles in economic development and share and overview of local incentive programs, including those recently established. Hear how these incentives affect school districts' rights with respect to the incentives and how they can make the most of them.
Brian returned to Dublin City Schools in the fall of 2016 from the Olentangy Local School District where he served as the Treasurer/CFO from 2013-2016. Prior to becoming the Olentangy Treasurer/CFO, he worked for the Dublin City Schools Finance Department for 10 years. He served as an accountant from 2003-2007, and as assistant treasurer from 2007 to 2013.
Brian's depth of experience, proven track record of taxpayer dollars stewardship, private sector experience, and knowledge of the District puts Dublin City Schools in a great position to move forward.
Brian worked for the Auditor of State of Ohio from 1996-2001, serving as Assistant Auditor and Auditor in Charge. He has private sector experience as a Senior Auditor with Haran, Watson & Company Inc. He served as an Ohio Association of School Business Officials officer from 2009-2013. He holds a B.S. in Accounting and Public Administration from Heidelberg College.
Brian is leading a Dublin City Schools finance staff that has led the way in helping our District earn the highest possible credit rating from Standard and Poor’s, implement several successful cost cutting initiatives, create an innovative staff wellness program, and repeatedly earn the Auditor of State Award of Distinction for clean and accurate financial reporting.
Brian is uniquely positioned to continue to build on the Dublin City Schools foundation and move the District forward into an exciting future.
[email protected] 100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308
Robert F. McCarthy is an Associate with Bricker & Eckler in Columbus and has extensive experience working with public clients regarding economic development districts and special purpose districts. He was an assistant attorney general under Ohio Attorney General Richard Cordray.
[email protected] 100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8861
Matt Stout is a partner in and co-chair of Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions. Matt received a Bachelor of Business Administration from the University of Michigan and his JD/MBA from The Ohio State University.
Course Details: State budget update – district financial forecasting workshop
Target Audiences: School Districts
Category: Cash Management
Learn about the new biennial budget, including changes from the prior school-funding formula and an analysis of the impact to districts across the state.
N/A
[email protected] 130 N. Granger St.
Granville, OH 43023
Phone: 740-587-8116
Mike Sobul has been the Treasurer of the Granville schools since November 2011. Prior to joining the district, he was the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation. He had served at the Department of Taxation from December 1986 until his retirement in July 2011. Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland.
Mike received his B.A. from Wittenberg University in 1980 and his Masters of Public Policy from the University of Michigan in 1982.
[email protected] 390 Fair Street
Berea, OH 44017
Phone: (216) 898-8300 Ex 6204
Ryan Ghizzoni began his career in finance at the Auditor of State’s Office, and has served the last 10 years as a school district treasurer. During his career, he has been the recipient of several Ohio Association of School Business Officials (OASBO) International Meritorious Budget Awards and was the recipient of the OASBO 2011 Outstanding Treasurer of the Year Award. Ryan holds a Bachelors of Business Administration from the Youngstown State University, and is a Certified Administrator of School Finance and Operations.
Stacy Overly, Consultant, provides direct financial services to public entities. He has over 20 years of experience serving as school district treasurer, including 15 plus years of developing financial forecasting tools, and providing instruction and training opportunities attended and used by over two hundred of Ohio’s public school treasurers. Stacy works with clients to analyze trends and review local economic data to help determine a long-term operating strategy for the organization. He holds his Masters of Business Administration and his Bachelors of Business Administration in Finance from Ohio University.
Course Details: OEPI session: The big picture – changes to school funding, taxation and the state economy
Target Audiences: School Districts
Category: Cash Management
Get a detailed look at the complex interaction of school funding and Ohio tax policy. The Ohio Education Policy Institute (OEPI) is a highly respected resource for state policymakers and educational organizations. A leading expert on school finance and tax policy explains how the state school-funding plan impacts Ohio schools and shares insights into the economy and state revenues.
N/A
[email protected] 60 East Broad Street
Suite 350
Columbus, OH 43215
Phone: (614) 461-4177
Dr. Howard B. Fleeter received his Ph.D in Economics from the University of California, Berkeley in 1990. He was a faculty member in the School of Public Policy and Management at Ohio State University from 1989-1999, where he taught courses in Public Sector Economics, Public Finance, and State and Local Government Finance. He was a four-time recipient of the School’s “Faculty of the Year” award for excellence in teaching. Dr. Fleeter was also a faculty member in the School of Education at the University of Massachusetts Amherst from 1999-2001, where he taught courses in the Economics of Education and School Finance. In 2002 he joined with Richard Levin and Bill Driscoll to form the state and local government finance and tax policy consulting firm Levin, Driscoll & Fleeter. After the retirements of Mr. Levin and Mr. Driscoll, the firm is now known as Howard Fleeter & Associates.
Dr. Fleeter's research has focused on issues of education finance, education policy, and state and local tax policy and he is the author of numerous policy studies and academic journal articles on these topics. Since his 1992 report, "Equity, Adequacy and Reliability in Ohio Education Finance" for Governor Voinovich's Education Management Council he has been one of the state’s leading experts on Education Finance. He has worked extensively with Ohio education policy-makers to improve the state's school funding system for more than 25 years. He currently serves as a research consultant on education finance and policy issues for the Ohio Education Policy Institute.
