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.
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 an Ohio Super Lawyer Rising Star each year since 2012. Allison is a member of the Ohio Government Finance Officers Association, where she serves on the education committee. She is also a member of the National Association of Bond Lawyers, the Ohio State Bar Association and the Columbus Bar Association, where she serves on the Bar Admissions Committee.
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.
Tony Core’s practice focuses on working with the State of Ohio, counties, municipalities, townships, port authorities, school districts, hospitals and other 501(c)(3) entities, serving as bond counsel and underwriter’s counsel on general obligation, revenue and tax increment financings, and advising governmental entities in connection with economic development projects.
Prior to beginning his legal career, Tony served for several years as a constituent aide in the Ohio Senate for several senators, providing him his first experience of public service and working with governmental entities.
Tony began his legal career with Squire Patton Boggs, where after several years, he left the firm to serve as a State Representative in the Ohio House of Representatives. Tony served as a representative for more than nine years, including serving as Chairman of a Finance Subcommittee through several state budgets. Tony then served as a County Commissioner for nine years, before returning to the firm. He has served as the municipal attorney for several villages and general counsel for a school district. Tony now leverages the extensive state and local government experience he has gained to benefit clients.
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.
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.