Updates will be provided by the Ohio Department of Education, Auditor of State and OASBO's Legislative Advocacy Specialist. In addition, an update on ODE's proposed changes to the licensure code of professional conduct for Ohio educators. There will also be presentations on Grants Management, Capital Financing, and Investments, offering three hours of CPIM, pending approval.
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
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.
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.
Heather R. Baldwin Vlasuk has a broad range of experience in public law, routinely advising municipalities, townships, counties and other political subdivisions on a wide variety of matters, including economic development, real estate and land use, employment and public finance. Utilizing her public law expertise, Heather focuses her practice on public finance transactions, serving as bond counsel in general obligation and revenue financings for public issuers.
Heather’s experience includes facilitating eminent domain and special assessments proceedings on behalf of public entities. Heather has also successfully represented public entities in legal actions before state and federal courts, including actions under 42 USC 1983, as well as in administrative proceedings before regulatory agencies such as the Ohio Liquor Commission and Ohio Public Utilities Commission. Immediately prior to joining Squire Patton Boggs, Heather served as general counsel to a captive insurance enterprise, which included segregated account facilities and 831(b) captive management.
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Patrick King joined Stifel in March 2009 after working with several other national public finance firms since entering the public finance business in 2001. Mr. King has worked on hundreds of short and long-term bond issues with a par amount in excess of $4 billion. His experience includes bond issues for cities, school districts, libraries, counties, special districts, authorities and park districts. Mr. King has made Ohio school finance a focus area of his career and has been engaged by dozens of Districts across Ohio to work on financings. Prior to his investment banking career, Patrick worked in local government in central Ohio. Patrick holds his Masters of Public Administration from The Ohio State University and a Bachelor of Arts from the University of Dayton. Patrick is a general securities representative (Series 7). Patrick is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, The Franklin County Hospital Commission and the Friends of the Columbus Metropolitan Library.
Course Details: Investments
Target Audiences: School Districts
Category: Public Finance
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.
Jennifer is a Managing Principle and Portfolio Manager at RedTree Investment Group. She has been in the investment industry for over 17 years with a primary focus on the fixed income markets. For over 10 years her experience has centered on developing fixed income investment strategies for public entities and other agencies. At RedTree, she is responsible for the implementation of each client's specific investment strategy and portfolio risk management.
Jennifer earned her undergraduate and MBA degrees in finance from Xavier University. She has received the Chartered Financial Analyst designation.
Course Details: Protect Your Treasurer License - ODE Licensure Code of Professional Conduct
Target Audiences: School Districts
This course will cover the rules and requirements of the Licensure Code of Professional Conduct, as well as the applicable Ohio Ethics Laws and related statutes applicable to school district treasurers and other school business officials.Topics covered will include the limits and ramifications of public officials and employees from engaging in soliciting or accepting substantial and improper things of value, including, outside employment or consultation fees, gifts, or travel, meals and lodging, from those dealing or seeking to do business with the public agency.
Understand the Ethics Laws and related statutes as they apply to activities affecting school district CFOs and other district employees.
Be able to spot potential ethical issues before they become a problem and address them.
Be able to communicate these issues to school boards and other school staff.
Katie Johnson is the Deputy Executive Director of the Ohio Association of School Business Officials (OASBO). Prior to joining OASBO, she practiced as a public finance attorney, serving as bond counsel and underwriter’s counsel in debt and lease financings, and as general counsel for Ohio political subdivisions, particularly school districts.
In addition, she has experience working with school districts throughout Ohio on bond issues, note issues, leases, contracts, tax levies, public records, and other matters of concern to school business officials.
As OASBO’s Deputy Executive Director, she serves as in-house legal counsel, keeping staff and OASBO members abreast of legal and regulatory compliance issues in school business.
Prior to beginning her legal career, Katie was a middle school mathematics teacher. She has continued to work with school district throughout her career as a public finance attorney and now as OASBO’s Deputy Executive Director.Katie is currently the President of Ohio Women in Public Finance.