Updates will be provided by the Ohio Department of Education, Auditor of State and OASBO's Legislative Advocacy Specialist. In addition, a student activity/booster group presentation will be conducted by the Ohio Attorney General’s office. Finally, updates will be provided on financial software platforms as well as the latest legal updates facing Ohio's schools.
Ohio Association of School Business Officials (OASBO)
This session will discuss the various aspects of the grants management process at both the state and district levels. This discussion will include navigating and working in ODE's e-grant system (CCIP), address any future updates, identify uniform guidance sections of interest (such as policy and procedures and internal controls) and compliance monitoring results.
Managing grants is an important facet of the operations of a district. However, training on specific requirements and use of the CCIP are limited. This session is geared to provide treasurers with the needed information to ensure they manage grants effectively and efficiently all the while ensuring they stay within federal compliance.
For the past 4 years Brian has served as the Executive Director of the Office of School Finance at the Ohio Department of Education.Prior to becoming Executive Director, he served as the Director of the Office of Federal and State Grants Management for 12 years. With Brian’s expanded role he not only oversees Office of Grants Management, but now manages additional offices which include; Field Services, Fiscal Oversight and Accountability, External Monitoring, Transportation and Medicaid.
In addition, Brian served on the steering committee to develop and implement a new Statewide E-grant system.The new system rolled out in 2017 with several agencies in implementation mode.
Prior to joining the ODE, Brian served with the Auditor of State and the Ohio Department of Development as Audit Supervisor. During his time with the Auditor of State’s Office Brian was in charge of the Department Human Services at both the state and county levels.While with the Department of Development he completed financial/programmatic compliance audits and technical assistance to Cities, Counties and Non-Profits.
Course Details: Capital Financing - Recent Developments
Target Audiences: School Districts
Category: Public Finance
This course will cover an overview of recent developments that impact how public school districts can borrow in today's market. Some topics that will be discussed include the impact of the TAx Cuts and Jobs Act on municipal finance, recent federal security regulation changes, state level legislation and policy developments, and tax levy law updates.
This workshop provides a concise summary of recent changes that impact how Ohio public school districts borrow to finance school facilities and to refinance existing debt. Understanding the process of issuing bonds is very important for every school business official. There have been quite a few recent developments that impact how debt is issued.
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.
Ms. Clark joined the Public Finance group at Fifth Third Securities in 1999. She began her career with Fifth Third Bank one year earlier in the Public Funds department. Currently she provides both technical and analytical assistance in the preparation of both long-term and short-term municipal debt. She has worked on many different types of bond issuance throughout the state such as Ohio school district and municipal issuance of voted general obligation issues, un-voted general obligations, collaborative financings, private placements and certificates of participation.
She has worked with entities to prepare for the rating process as well as analyze the value of additional credit enhancement in the form of bond insurance or the State of Ohio Credit Enhancement Program. Overall, Ms. Clark has worked with issuers on over $750 million of bond and note issues.
Ms. Clark earned a Bachelor of Arts degree from Miami University in 1997. She also earned a Masters of Business Administration degree from Ohio Dominican University in 2008. She is licensed as a FINRA Registered Representative (Series 7 license) as well as a FINRA Uniform Securities for State Law Agent (Series 63 license).
Course Details: Investment Update for Ohio's School Districts
Target Audiences: School Districts
This course will provide an overview of various investment vehicles available to public school districts. This will give school business officials the information they need to help make informed decisions with how to invest funds, including the pros and cons of the various investment types.
This course will provide attendees with an overview of a variety of methods for investing excess funds. There are specific investments permitted by Ohio law allowed for school districts. Understanding the various investment types available to school districts is critical for school treasurers.
Ryan is a Managing Principal and Portfolio Manager at RedTree Investment Group. He has over 20 years of investment experience in the fixed income markets. Specifically, over the past 13 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.
Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. Ryan served as the Past President and Trustee for the CFA Society of Cincinnati. He is a current Board Member for Junior Achievement of Greater Cincinnati.