| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| USPSR - Utilizing the Redesign software payroll reports and shortcuts to maximize efforts in budgeting, levy planning, and forecasting | Michelle Drewes, Support Specialst/Technical Writer, Northern Buckeye Educational Council, Lori Miller, Support Specialist/Technical Writer, Northern Buckeye Educational Council | 2.5 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| USAS-R - Utilizing the Redesign Software budgetary reports and shortcuts to maximize efforts in budgeting, levy planning, and forecasting | Michelle Drewes, Support Specialst/Technical Writer, Northern Buckeye Educational Council, Lori Miller, Support Specialist/Technical Writer, Northern Buckeye Educational Council | 2.5 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Economic Outlook | Lindsey M. Piegza, Ph.D., Managing Director, Chief Economist, Stifel, Nicolaus& Company, Inc. | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| The Real School Treasurers of Ohio - Scenarios and Solutions | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Borrowing for Capital Projects - Recent Developments | John S. Larson, Partner, Squire Patton Boggs, Marvin L. Founds, Director of Ohio Education Finance, H.J. Umbaugh & Associates, CPA, LLP, Allison Binkley, Partner, Squire Patton Boggs LLP, Ryan Ghizzoni, Consultant, Public Finance Resources, Inc. | 1 | View |
| Can an ROI Asset Management Approach Drastically Change Your Roof Asset Funding Priorities and Improve District Finances? | David Hart, Certified Technical Roof Consultant, Tremco | 1 | View |
| How Online Ticketing Minimizes Cash, Increases Transparency and Helps with Audit | Timothy Ryan Jenkins, Treasurer/CFO, Pickerington Local SD, Nate Nale, Founder & CEO, HomeTown Ticketing | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Options for Debt Issuance | Kathleen R. Clark, Principal, Fifth Third Securities, Inc. | 1 | View |
| Top Ten Considerations to Make Your Closing on a Lease-Purchase or COP's Financing Go Smoothly | Brad Ruwe, Partner, Dinsmore & Shohl LLP | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| GASB Update (No. 84-Fiduciary Activities and No. 87-Leases) | Chad Welty, Principal, Rea & Associates,Inc., Jill Rowe, Treasurer/CFO, Berea City SD | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Advanced Bond Structuring Millage, Notes and Multi-Phase Projects | Samuel Adams, Vice President - Public Finance Group, KeyBanc Capital Markets, Inc., Brenda Wehmer, Partner, Dinsmore & Shohl LLP, Heather Arling, Director-Public Finance, Bradley Payne Advisors, LLC, Brain Rabe, Treasurer/CFO, Milford EVSD | 1 | View |
| Managing the Unmanageable - Reconciling EMIS FTE/CTE Detail Reports | Tammi Cowell, Treasurer/CFO, Northmor Local SD, Michael Testa, Owner, Newbridge LLC | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Financing Options for Safety and Security | Kenton S. Cashell, Managing Director, RBC Capital Markets, Andrew Laskey, Vice President, RBC Capital Markets, Nancy Lane, Treasurer/CFO, Fairfield City SD | 1 | View |
| Municipal Issuance from a Buyer's Perspective | Jill Murphy, Senior Vice President, Huntington Public Capital, Kevin M Mullen, Senior Vice President, Hutchinson, Shockey, Erley and Co. (Subsidiary of Huntington Bank), Eric Harper, Vice President - Senior Analyst, Moody's Investors Service | 1 | View |
| State Funding Variables | Mike Sobul, Consultant, Public Finance Resources, Inc. | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Getting the Most from your Bond Issue in Today's Market | Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Michael Prcela, Senior Vice President - Public Finance, Sudsina & Associates, Ryan Callender, Partner, Squire Patton Boggs LLP, Mike Rock, Treasurer/CFO, Warrensville Heights Board of Education | 1 | View |
| Uniform Guidance Procurement & Updates | Chad Gorfido, Senior Manager, Rea & Associates, Inc., Jeff M Hall, Treasurer/CFO, Brecksville Broadview Heights City SD | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Bonds 101 | John Payne, Partner, Bradley Payne Advisors, Jenni Logan, Treasurer/CFO, Lakota Local SD | 1 | View |
| Increasing and Preserving Your Property Tax Base: Property Tax Valuation, Exemption, and Related Issues | Tess G. Tannehill, Esquire, Associate, Bricker & Eckler, LLP, Jonathan T. Brollier, Partner, Bricker & Eckler, James Rossler, Treasurer/CFO, Rossford EVSD | 1 | View |
| Real World Case Studies in School Finance | Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management | 1 | View |
| Medicaid Schools Program Update | Zac Morris, CPA, MBA, Director of Government Services, Principal, Rea & Associates, Inc., Ken Richards, CPA, Partner, Kennedy Cottrell Richards LLC | 1 | View |
This course will cover an overview of the various tools available to school districts for the financing of capital projects (including the issuance of bonds, bond anticipation notes and permanent improvement tax anticipation notes and the incurrence of lease purchase obligations and certificates of participation in them), the roles and responsibilities of participants in such financings and the methods of offering and sale of the varying types of obligations (including through negotiated and competitive public offerings and private or direct placements).
1 The course will provide to participants information concerning the various methods available to school districts for financing their capital projects, the ways that public obligations are being offered and sold and the attendant processes and procedures under current market requirements and customs.
Understanding the various financing tools available to school districts for their capital projects, the participants in financing transactions and attendant processes and procedures and the timing and initial and ongoing requirements is very important for every school business official. Gaining an appreciation of the many considerations involved will assist school business officials in making informed decisions and recommendations based on their school districts' needs and goals.
[email protected]
4900 Key Tower, 127 Public Sq
Cleveland, OH 44114
Phone: (216) 479-8500
Selected for inclusion in The Best Lawyers in America, in the practice area of Public Finance Law, an honor based on an exhaustive peer-review process.
Received the highest ranking for legal ability and professional ethics from the Martindale-Hubbell Peer Review Ratings.
Fellow, American College of Bond Counsel
John S. Larson has focused on public law and finance for more than 40 years. John’s practice encompasses many types of public finance issues, including acting as bond counsel in both general obligation and revenue bond and note financings for Ohio school districts, municipalities and counties, and serving as underwriter’s counsel for national and regional underwriters of tax-exempt bond issues by Ohio issuers. He also serves as one of Squire Patton Boggs’ ethics partners. He has been listed in The Best Lawyers in America since 2010 and was inducted as a Fellow of the American College of Bond Counsel in 2017.
John has led the firm’s representation of clients such as the City of Toledo, Toledo City School District, Lakewood City School District and Cuyahoga County as bond counsel and special counsel for many years. He provides general counsel for many other Ohio political subdivisions in school finance, competitive bidding and contracting, real property, election, open meeting and public records, income, property and sales tax, intergovernmental agreement, municipal charter, economic development and legislative matters. He is also experienced in drafting state legislation and proposed state constitutional amendments on behalf of the firm’s clients.
John is a member of the American and Ohio State Bar Associations and the National Association of Bond Lawyers. He is also a past chair of the board of trustees of Youth Opportunities Unlimited.
[email protected]
175 S Third St, Suite 1250
Columbus, OH 43215
Phone: (614) 264-3022
Mr. Founds joined H. J. Umbaugh & Associates in 2016 following twenty‐five years of combined experience in government finance and investment banking. His experience includes seventeen years as treasurer/CFO for various Ohio school districts and over nine years in public finance and municipal bond underwriting.
Mr. Founds has worked with school districts, municipalities, special taxing districts, and other municipal debt issuers. He has been involved in various types of financings including general obligation, certificates of participation (COPs), unvoted debt, bond anticipation notes (BANs), rolling note programs, and permanent improvement borrowing.
Mr. Founds has a Bachelor of Science degree in Business Administration from The Ohio State University. He also completed a Master of Business Administration and Master of Education from Ashland University. Mr. Founds is a Registered General Securities Principal (Series 24) Registered General Securities Representative (Series 7), Registered Municipal Securities Principal (Series 53), and Registered Uniform Securities Agent (Series 63).
[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799
Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions. Allison has also served as bond counsel on 501(c)(3) and health care conduit financings.
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017. Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee. Allison also serves on the board of Women in Public Finance – Ohio Chapter. She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission. In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.
[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.
This course will provide an overview of considerations affecting transactions involving lease-purchase agreements and certificates of participation, including considerations such as title issues, appropriations, performance contracts, leverage, disclosure, remedies, essentiality, subordination and waiver, and similar issues affecting the rights and responsibilities of school districts.
The course will provide attendees with the necessary information to better anticipate and discern issues that arise in the course of financings involving lease-purchase agreements and certificates of participation, and will provide the necessary direction to navigate a successful closing.
Due to the increased frequency of financings involving lease-purchase agreements and certificates of participation, it is essential for school business officials to better understand the primary considerations in connection with these financings in order to anticipate potential issues and to provide for a seamless closing.
[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, OH 45202
Phone: (513) 639-9237
Brad Ruwe is a partner with Dinsmore & Shohl LLP in its Cincinnati Office. He has been serving a diverse set of clients for over 20 years in the areas of municipal leasing, government finance, school finance, 501(c)(3)/health care finance, and economic development finance. Mr. Ruwe’s clients involve governmental entities, lenders, underwriters, hospitals, and universities. Mr. Ruwe has served as a panelist and speaker for several state and local government entities, including, the State of Ohio, school districts, counties, municipalities, auditors, treasurers, trustees, the Ohio Municipal League, and NABL. He has been named as a "Leading Lawyer" in Cincinnati from 2006 through 2017 in the area of Government/Public Finance by Cincinnati Business Magazine and as a “2006 Rising Star” and "2005 Rising Star" by Cincinnati and Law & Politics Magazines. He is a member of the National Association of Bond Lawyers and the State of Ohio and Cincinnati Bar Associations. Mr. Ruwe is currently a member of the Xavier University Board of Executive Advisors for Economics where he received his undergraduate degree and formerly a member of the Board of Governors of the Chase College of Law where he received his law degree.
This course will cover an overview of the annual financial statement reporting requirements (for both GAAP and Cash Basis reporting) for the implementation of GASB 84 and 87, to include how to prepare for the implementation and best practices to ensure complete and accurate reporting. Changes from these new GASB’s are expected to have an impact on most if not all schools on how Fiduciary and Lease activities have been reported in the past.
This course will provide definitional changes on Fiduciary activities and quaffing lease reporting. It will also provide explanation of the changes in reporting within the financial statements, along with a school treasurer's perspective on how to prepare for its implementation.
Without the knowledge of how these new GASB's are reported, schools will increase their risk for audit adjustment and audit findings for not properly reporting their financial statements in accordance with general accepting accounting principles (GAAP). These GASB's will also impact "Cash Basis" financials statements.
[email protected]
694 East Washington Street
PO Box 485
Medina, OH 44258
Phone: (330) 722-8222
I’m a person who is passionate in everything I do, whether it is with my family or my career. I work hard at work; however, I make sure I dedicate time to myself and family to ensure a strong work/life balance.
Day-to-day activities at Rea:
At Rea, Chad specializes in school and local government auditing, GAAP conversions, agreed upon procedures and consulting.
Topics or areas of expertise that Chad can talk about (even in his sleep):
Generally accepted accounting principles (GAAP)
Statement on auditing standards (SAS)
Generally accepted auditing standards (GAAS)
Internal controls
Fraud risk assessment
How he’s helped clients meet their business needs:
A new treasurer of an entity was not comfortable with the internal controls procedures in place in terms of their efficiency and design to reduce risk. We performed an internal control study to identify potential weaknesses in internal controls and provided recommendations to strengthen internal controls to reduce the risk of errors and/or fraudulent activity.
An entity’s general ledger included several miscoded and/or unrecorded transactions that prevented them from properly preparing financial statements that could be audited. We evaluated the general ledger account coding to provide recommendations to the financial records which would properly report and classify transactions in order to prepare financial statements that can be audited.
An entity was unable to properly reconcile their bank accounts to the general ledgers, primarily caused by inaccurate general ledgers. We assisted in performing bank reconciliations in order to accurate state account balances.
How we know he knows what he’s doing:
Chad earned his bachelor of science in accounting from the University of Akron
He has nearly 20 years of accounting industry experience, with nearly 15 years spent focusing on government entities
Furthering his professional development, Chad is involved with:
American Institute of CPAs
The Ohio Society of CPAs
Government Finance Officers Association (special review executive committee member)
Ohio Government Finance Officers Association (Education committee member)
When he’s not in the office, you can find him:
Golfing
Traveling
Spending time with his wife and children
[email protected]
390 Fair St
Berea, OH 44017
Phone: 216.898.8300 ext 6204
Jill Rowe is the Treasurer/CFO at Berea City School District. Prior to serving the Berea City School District, Jill spent 6 years at Crestwood Local Schools and 5 years at Salem City Schools. Jill was also a former State Auditor, serving 5 years with the Auditor's Office. Jill is a member of OASBO and former officer with the Five County Chapter.
By using a case-study approach and a panel discussion with the financing team involved in a recent transaction, participants will understand how to look at bond millage, short and long-term debt issues and capital improvement plans in aggregate to meet District financial and political goals.
The course will provide participants with knowledge related to the varying tools available to Public School Districts in Ohio when planning for or issuing debt to support building projects. The objective of the course will be to improve the understanding of how assessed millage can be managed and planned for at a strategic level to meet District goals.
1 The discussion is primarily focused on publicly issued bonds, the financial planning associated with their issuance and the ability for Districts, via their Treasurers, to plan long-term. The panelists provide a wide array of expertise that will educate participants on historic and modern issuance trends and strategies.
[email protected]
88 E Broad St, 7th Floor
Columbus, OH 43215
Phone: 614-460-3416
Sam Adams joined KeyBanc Capital Markets Inc. in 2016. He was previously at PNC Capital Markets and Lancaster Pollard (a boutique mortgage and investment bank). He has been working with public finance clients for 6 years. Mr. Adams has experience structuring debt solutions for clients in public finance, including Municipalities, School Districts and project developments ranging from affordable housing to healthcare. Mr. Adams specializes in assisting school districts with structured debt solutions and credit rating analysis and optimization. He has been the lead banker on both publically offered issues, rated and unrated, as well as privately placed issues. His clients include school districts, state agencies, cities, counties, various not-for-profit entities and private developers.
Mr. Adams graduated from Northwestern University with a B.A. in Economics, from the Ohio State University Moritz College of Law with a J.D. and from the Ohio State University Fisher College of Business with an M.B.A. He holds the FINRA Series 7, 63 and 79 licenses. Prior to his career in finance, he worked in management consulting. He is a former Board Member of the Ohio Municipal Advisory Council.
[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, OH 45202
Phone: (513) 639-9217
Government and school officials throughout Ohio rely on Brenda Wehmer for answers on all aspects of bond financing. Her primary focus is debt issuance for governmental issuers, including school districts, counties, municipalities, townships, and special districts as well as 501(c)(3) entities.
Ms. Wehmer has served as bond or underwriter's counsel in transactions ranging from $50,000 to $480 million.
She has extensive experience in many types of municipal financings, including tax increment financings transactions, Qualified Academy Zone Bonds and lease-purchase transactions.
Ms. Wehmer frequently speaks at seminars and conferences including the Ohio Government Finance Officers' Association annual conference, Ohio State Auditor's training sessions, Buckeye Association of School Administrators conferences and the Center for Local Government Seminar. Recent topics have included: Nuts and Bolts of Basic Governmental Debt Issuance, Tax Increment Financing, Special Assessments, Lease Purchase Financing, and The Role of Underwriter's Counsel.
Memberships & Affiliations
- Ohio Government Finance Officers' Association
- Greater Cincinnati Government Finance Officers' Association
- Warren County Municipal League
- Center for Local Government
- Cincinnati and Ohio State Bar Associations
- Speaker, various presentations on basic Tax Exempt Financing and Tax Increment Financing
- Dress for Success Cincinnati, Board Member
Distinctions
- Listed in The Best Lawyers in America© for Public Finance Law
[email protected]
11260 Chester Rd Ste 375
Cincinnati, OH 45246
Phone: 513.772.5597
Heather Arling is a Director in the Cincinnati office of Bradley Payne Advisors. Prior to joining Bradley Payne Advisors, Ms. Arling worked for William Blair & Company and Fifth Third Securities, Inc., where she was responsible for the analysis and execution of short term and long-term debt offerings for K-12 school districts, municipalities, higher education, non-profits and special districts. Ms. Arling has over 14 years of experience in public finance and has significant experience working with the region’s leading issuers and has structured an estimated 800 municipal bond financings.
As a Director, Ms. Arling’s primary responsibilities include completing debt overview profiles, performing credit and restructuring analyses, and providing deal execution support. Ms. Arling also focuses on clients’ debt profiles, advises them on refunding opportunities and creates structures to optimize savings. Ms. Arling plays an integral role during bond pricings by helping issuer ensure the best information is available to investors when a client’s bonds are being marketed to potential buyers.
Ms. Arling is a Registered Municipal Advisor, registered with the Municipal Securities Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC). She currently holds a Series 50 license. Ms. Arling received a Bachelor of Science with a Major in Finance from Ohio State University, Columbus, Ohio.
[email protected]
110 Great Oaks Drive
Cincinnati, OH 45241
Phone: 513-612-3661
Current market conditions offer challenges and opportunities for school districts to make the most of their bond issue dollars. This presentation will use a case study to demonstrate how best to strategize to fend off the challenges and take advantage of the opportunities available, with specific focus on leveraging bond retirement fund balances.
The course will provide administrators strategic advantages in mitigating millage impact on tax payers. Leveraging available District monies and revenue sources can ease tax payer burden and present borrowing District's in a positive manner to the voting public, resulting in successful ballot initiatives.
Many district administrators may not be aware of methods in leveraging existing revenue sources. Accumulated balances in bond retirement funds, economic development revenue sharing, and growing taxable values can be strategically implemented in ways not commonly known. Aside from successful ballots, these strategies can counter any type of growing dissatisfied tax payers, creating a partnership role for the District as fiscal stewards of public money.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753
Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.
Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.
Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.
[email protected]
PO Box 230
Vermilion, OH 44089
Phone: (216) 288-3983
Michael Prcela has moved to Sudsina & Associates from previous biography.
[email protected]
127 Public Square
Suite 4900
Cleveland, OH 44114
Phone: (216) 479-8395
Ryan Callender’s experience includes serving as bond counsel, counsel to credit enhancers, underwriters, trustees and public issuers in a variety of conventional and capital market public debt financings. Ryan is experienced in general obligation debt, revenue bond debt, tax increment financing, special assessments and certificates of participation. He also has experience with a variety of industrial development revenue bonds, housing revenue bonds, water and sewer revenue bonds, conduit financings and 501(c)(3) bonds.
One of Ryan’s primary areas of focus is in the structuring of water and sewer revenue debt financing. Ryan has served as bond counsel, underwriter’s counsel and disclosure counsel for a variety of water and/or sewer entities throughout the country. In addition, Ryan has experience serving as bond counsel and underwriter’s counsel for various state revolving funds including serving as bond counsel to the Ohio Water Development Authority for more than US$1 billion of bond and commercial paper issues. Ryan is also an active member of and frequent speaker for the Council of Infrastructure Financing Authorities (CIFA). Ryan is an active member of the National Association of Bond Lawyers and currently serves as chair of the Board of Trustees of Lakeland Community College.
[email protected]
4743 Richmond Road
Warrensville Heights Municipal Center
Warrensville Heights, OH 44128
Phone: 2163641007
Dr. Rock, appointed by the board for a term of up to five years, is the fiscal officer of the Board and the School District. Dr. Michael A. Rock, CPA, the present Treasurer (for a term ending July 31, 2021), has held that position since July 1, 2016. Prior to assuming that position, Dr. Rock was CFO/Treasurer at Riverside LSD for five years and CFO/Treasurer for Cuyahoga Heights Schools for five years. The Treasurer’s professional memberships include the Ohio Association of School Business Officials (OASBO) and the Ohio Society of CPA’s.
[email protected]
212 North Washington St.
Millersburg, OH 44654-1122
Phone: 330-674-6055
Zac Morris, CPA is currently a principal and Director of Government Services at Rea & Associates, Inc., a regional accounting and business consulting firm. Zac provides solutions to clients in the not-for-profit and local government industries. After earning a bachelor’s degree in accounting from Ohio Wesleyan University, Zac went on to earn his master’s degree in business administration from Ashland University. Zac is an active member of The Ohio Society of CPAs and The American Institute of CPAs. In addition, Zac is a member of the National Alliance for Medicaid in Education and Healthcare Finance Management Association.
[email protected]
186 North High Street
Gahanna, OH 43230
Phone: (614) 358-4682
Ken is a Partner with Kennedy Cottrell Richards and has responsibility for the management of a variety of services provided to the firm’s clients, including State agencies, school districts, counties, cities, villages, townships, and libraries. He has approximately nine years of experience working for the Auditor of State as a financial audit manager and as a Senior Deputy Auditor in charge of the fraud division.
Ken has instructed many technical courses for the Central Ohio Chapter of the Association of Governmental Accountants, various CPA firms, and several professional societies and governments in Ohio, and he is a faculty member of the American Institute of Certified Public Accountants. He is a technical review committee member for the Government Finance Officers Association (GFOA) where he volunteers his time to review Comprehensive Annual Financial Reports (CAFRs) for governments that participate in the award winning program. Ken has served as Treasurer for the Granville Schools Levy Committee and the Friends of the Granville Public Library. He is currently a trustee of the Granville Public Library where he also chairs the Finance Committee.
Ken earned his BSBA degree in Accounting from Walsh University. He is licensed to practice as a Certified Public Accountant in the State of Ohio. He is also a licensed Ohio School District Treasurer. Ken is a member of the following professional organizations: American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, Ohio Government Finance Officers Association,
Association of Government Accountants, and Ohio Association of School Business Officials.
Ken and his wife Katie and their children, Sarah and Max, live in Granville, Ohio.
