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.
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.
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.
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.
Mr. Armagno is an Associate Director in PNC’s Cleveland Public Finance Group. He has been in the municipal bond business since 2012 and has experience with a variety of municipal issuers in Ohio. Mr. Armagno’s transaction experience includes General Obligation and Revenue debt for school district and municipal issuers as well as structured finance, structured leasing, municipal leasing and tax-increment financing. Mr. Armagno has structured numerous lease revenue bonds for port authorities, development agencies and other quasi-governmental conduits. Mr. Armagno graduated from Miami University with a degree in Public Administration and Economics and currently holds the FINRA General Securities Representative (Series 7) and Uniform Combined State Law (Series 66) licenses.
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.
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
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.