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 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 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.
Mr. Laskey is a Vice President in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets.
Mr. Laskey joined RBC Capital Markets in July of 2006. Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.
Mr. Laskey serves as the Treasurer of the Board of Trustees for Clovernook Center for the Blind and Visually Impaired, a nonprofit headquartered in Cincinnati, Ohio.
Mr. Laskey attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. Mr. Laskey is a Registered Securities Representative, registered with the NASD and SEC.
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).
Course Details: Investment Update for Ohio's School Districts
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.
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.
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.