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OASBO 2018 Annual Workshop

OASBO's 62nd Annual Workshop & Trade Show

Ohio Association of School Business Officials (OASBO)
Nadeen Askew, Events Manager
(614) 431-9116
Nadeen@oasbo-ohio.org
4/17/2018 - 4/20/2018
10
Greater Columbus Convention Center
400 N High Street
Columbus, OH 43215
Nadeen Askew
Events Manager
Ohio Association of School Business Officials
614-431-9116
nadeen@oasbo-ohio.org

Tuesday 4/17/2018

4:00 PM - 5:00 PM
Course Name Speaker(s) Hours Available
Economic Outlook Lindsey M. Piegza, Ph.D., Managing Director, Chief Economist, Stifel, Nicolaus& Company, Inc. 1 View
5:15 PM - 6:15 PM
Course Name Speaker(s) Hours Available
The School District Investment Game Show Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group, Kyle Smith, Treasurer/CFO, Bexley City SD, Adam Zink, Assistant Treasurer, Lakota Local SD (Liberty Township), Allen Sluka, Treasurer/CFO, Garfield Heights City SD 1 View

Wednesday 4/18/2018

10:15 AM - 11:15 AM
Course Name Speaker(s) Hours Available
How Will Tax Reform and Regulation Impact My Bond Issues? Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Michael F. Prcela, Senior Vice President, Piper Jaffray & Co., Michael Prcela, Senior Vice President - Public Finance, Sudsina & Associates, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC 1 View
Uniform Guidance / Single Audit Update Chad Gorfido, Senior Manager, Rea & Associates, Inc., Amelia Gioffredo, Treasurer/CFO, Fremont City SD 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
The Life of a Bond Kathleen R. Clark, Principal, Fifth Third Securities, Inc., Brian Seedhouse, Managing Director, Fifth Third Securities 1 View
Card Management Best Practices Jennifer James, Vice President, Treasury Management Officer, PNC Bank, Laura DiFilippo, Senior Sales Associate, Ohio Public Finance, PNC Bank 1 View
2:15 PM - 3:15 PM
Course Name Speaker(s) Hours Available
Budget Performance Analysis - Nowcast and Forecast Scott Gralla, Senior Analytics Advisor, Forecast5 Analytics, Inc., Ryan Stechschulte, Treasurer/ CFO, Toledo City School District, W. Paul Overman, Jr., Director of Treasury Management, Toledo Public School District 1 View
Ten Things Treasurers Worry about during a Debt Issuance: How Municipal Advisors can help. Marvin L. Founds, Director of Ohio Education Finance, H.J. Umbaugh & Associates, CPA, LLP, Brian Kern, Treasurer, Dublin City Schools, Brian Wilson, Treasurer/CFO, Dublin City SD, Richard Jones, Treasurer/CFO, Southwest Licking LSD 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Rating Agency Process for New Bond Sales and Surveillance Monica Guerra, Municipal Bond Analyst, Fitch Ratings' U.S. Public Finance Group, Fitch Ratings, Matthew Wong, Director, Tax-Supported Group, Fitch Ratings 1 View

Thursday 4/19/2018

10:15 AM - 11:15 AM
Course Name Speaker(s) Hours Available
Preparing and Responding to Rating Agencies Kenton S. Cashell, Managing Director, RBC Capital Markets, Katie Kleinfelder, Director, RBC Capital Markets, Andrew Laskey, Vice President, RBC Capital Markets, Corey Marty, Quantitative Support, RBC Capital Markets 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Best Practices in School Budgeting Scott Gooding, Executive Director, Budget and Financial Management, Columbus City School District, Jenni Logan, Treasurer/CFO, Lakota Local SD, Ryan Stechschulte, Treasurer/ CFO, Toledo City School District, Matt Bubness, Manager, Research & Consulting Center, Government Finance Officers Association 1 View
Combination Levies: The Columbus City School District Store and Other Multiple Levy Opportunities Edward Cavezza, Partner, Dinsmore & Shohl LLP, Marvin L. Founds, Director of Ohio Education Finance, H.J. Umbaugh & Associates, CPA, LLP, Stanley J. Bahorek, Treasurer/ CFO, Columbus City School District 1 View
3:15 PM - 4:15 PM
Course Name Speaker(s) Hours Available
Investment Tips and Techniques Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
4:15 PM - 5:15 PM
Course Name Speaker(s) Hours Available
Bond Issues: Planning, Passing and Closing Samuel Adams, Vice President - Public Finance Group, KeyBanc Capital Markets, Inc., Charles Wise, Vice President - Public Sector Group, KeyBanc Capital Markets, Inc., John Payne, Partner, Bradley Payne Advisors, Thomas Faulkner, Treasurer/CFO, Clark-Shawnee Local SD 1 View
Managing Grants, Uniform Guidance and the CCIP Brian Jones, Executive Director, Office of School Finance, Ohio Department of Education 1 View
Commercial Paper & Banker's Acceptances Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
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