Course Name | Speaker(s) | Hours Available | |
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Legal Update for Ohio School District CFOs | Rick Manoloff, Partner, Squire Patton Boggs LLP, Michael L. Sharb, Partner, Squire Patton Boggs LLP | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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School Funding and Legislative Update for Ohio School District CFOs | Howard Fleeter, PhD, Consultant, Howard Fleeter & Associates | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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Federal Programs Update for Ohio School District CFOs | James R Lansden, Education Program Specialist, Ohio Department of Education | 0.75 | View |
Course Name | Speaker(s) | Hours Available | |
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Forecasting Hot Topics | Mike Sobul, Consultant, Public Finance Resources, Inc. | 1 | View |
1 This presentation will focus on current topics of a legal and practical nature that are of concern and interest to Ohio school district CFOs, including any relevant changes in the Ohio Revised Code and/or State policies, opinions rendered by Ohio courts and/or the Ohio Attorney General, and initiatives of the federal government (including tax reform). It is important for school district CFOs to remain current on a wide variety of matters that routinely cross their desks, as well as those matters that are episodic or in some cases unexpected – from financing permanent improvements, to raising new revenue at the ballot box, to managing the use and disposition of public assets, to complying with federal tax and disclosure covenants, to leasing property, etc. This presentation, from the perspective of a lawyer/former school board member, will focus on the legal and practical aspects of matters such as these.
1 Course Learning Objectives:
2 Statement of Accreditation Rationale: The course will enhance the attendees’ understanding of the law that is integral to their duties, not just to protect school districts from pitfalls and liability, but also to enhance service to taxpayers through an understanding of legal options and opportunities.
[email protected]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8331
Richard D. Manoloff is experienced as bond counsel in general obligation and special obligation bond financings and as general counsel for Ohio political subdivisions, particularly school districts.
His representation includes counseling public sector clients regarding financings, public records, open meetings, real estate, construction, elections and tax levies. He is frequently invited to make public presentations on these topics. As a co-author, Mr. Manoloff has contributed to Thomson/West’s Ohio School Law.
Mr. Manoloff is listed in The Best Lawyers in America.
Mr. Manoloff is a member of the Board of Trustees of the Children’s Museum of Cleveland, past president of the Board of Trustees of the Cleveland Metropolitan Bar Foundation, former member of the Board of Trustees of the Ohio State Legal Services Association (which provides direct legal services to the poor of Southeastern Ohio and supports legal aid societies statewide), former chair of the city of Lakewood Community Governance Task Force (which rewrote the city’s charter approved by the voters in 2000), former member of the Rocky River Charter Review Commission, past president of the Board of Trustees of the Cleveland Association of Phi Beta Kappa, 2003 recipient of the Crain’s Cleveland Business 40 Under 40 distinction, member of the Cleveland Bridge Builders class of 2002, and member of Leadership Cleveland’s class of 2006.
[email protected]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8389
With more than 20 years’ experience, Mike’s practice emphasizes acting as bond and disclosure counsel in public finance transactions for counties, cities, villages, school districts, townships, libraries and other political subdivisions. He also regularly serves as counsel to underwriters and direct purchasers in such transactions. Mike’s practice also includes providing advice and counsel to political subdivisions in a variety of areas such as school law, contracting, election, ethics, sunshine law, special assessment, income tax, intergovernmental cooperation and agreement, municipal charter and other matters. He has significant experience in drafting State legislation on behalf of clients. Mike is a frequent presenter, both in person and by webinar, on these and other topics and is a co-author of Thomson Reuters’ Ohio School Law.
Prior to finding his true calling as a bond lawyer, Mike worked as an accountant and, in 1989, passed the Uniform Certified Public Accountant Examination.
A discussion of state GRF Tax Revenues, FY18-19 School Funding Formula issues and recent school levy results and trends.
1 Participants will gain an understanding of recent trends in GRF tax revenues and how they impact the state budget and school funding along with an understanding of policy issues relating to the changes made to school funding formula in the FY18-19 biennial budget. Additionally participants will also understand school levy trends and results over the past several years and how these results compare with historical patterns of local levy reliance.
2 Statement of Accreditation Rationale:Ohio’s school funding formula is the basis upon which Ohio’s K-12 education system rests. The two primary components of school funding are state aid through the formula and local property and school district income taxes. This session will increase understanding of these topics for school treasurers in attendance.
[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.
Participates will learn about how federal education funds are allocated under the Elementary and Secondary Education Act (ESEA). In addition to learning the allocation process, participants will receive tips on ensuring compliance with federal grant spending rules and discuss how to meet the new Supplement, Not Supplant requirements for Title I.
Understand changes in the activities of federal programs that relate to school district CFOs. Be able to communicate federal program related issues to school boards and the public on topics of current interest. Gain a better understanding of federal programs as related to the Elementary and Secondary Education Act and how funds are allocated to school districts.
The course will enhance the attendees’ understanding of federal programs that is integral to their duties, not just to protect school districts from pitfalls and liability, but also to enhance service to taxpayers through an understanding of federal programs.
[email protected]
25 South Front Street
Columbus, OH 43215-4183
Phone: 614-728-3018
James Lansden was born and raised in rural southeastern Wyoming. He moved to Ohio for graduate school in 2002 and graduated from the University of Akron in 2004. After working for a policy research group at the University of Akron, James moved to Columbus and began working at the Ohio Department of Education (ODE) in 2007. Since then, James has supported the Office of Federal Programs at ODE in many facets for over 10 years. His duties range from mandatory data reporting (on behalf of the state) to the allocation of several federal entitlement grants. James has been a federal programs consultant since 2015.
A discussion of issues impacting property values and state funding. Issues include reappraisal of residential property, changes in CAUV property, and new pipeline values and how these changes may impact state funding.
Participants will gain a better understanding of the impacts of future changes in property values, how and when they will impact local revenues, and how and when they could impact state funding.
Changes in property valuations can have considerable impacts on both local property tax revenues and allocations of aid from the state. For all school districts, these are the two largest sources of operating revenue for local budgets. It is critical for treasurers/CFOs and other school business officials to be able to forecast how the changes might impact overall district budget conditions. The information provided in this session will provide insight into these issues of forecasting.
[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.