This virtual workshop is primarily designed for new public library fiscal officers, deputy fiscal officers, and directors, but it can also serve as a valuable refresher. You will gain a better understanding of the main duties of a public library fiscal officer and get the latest information on fund accounting, budgeting, reporting, OPERS, library funding and key legislative issues impacting public libraries. This is an opportunity to learn from and share ideas with other public library fiscal officers from around the state.
Course Details: OPERS Reporting and Library Policies
Target Audiences: Libraries
Category: Accounting & Auditing
Gain a better understanding of a library fiscal officer’s responsibilities with respect to OPERS reporting and applicable library policy. You will learn what comprises earnable salary, how to properly handle a retire/rehire, how to navigate the Employer Contribution System, and how to meet the requirements for the PEDACKN Independent Contractor Forms. This session will use real-life scenarios and examples to assist you along the way.
N/A
[email protected] 277 East Town Street
Columbus, OH 43215
Phone: 800-222-7377
Abby Chaffin is an Employer Compliance Specialist with the Ohio Public Employees Retirement System (OPERS). Abby joined OPERS in 2008. As an Employer Compliance Specialist, she is responsible for earnable salary and membership determinations, the review and approval of conversion, contribution pick-up plans and early retirement incentive plans. In addition, Abby is responsible for educating employer Payroll and HR staff on reporting policies and procedures, applicable changes in the law and other OPERS employer-related topics.
Course Details: History of the PLF - How Library Funding Works
Target Audiences: Libraries
Category: Public Finance
Gain a better understanding of how the Public Library Fund (PLF) has historically been funded and distributed to counties and how current state revenues affect recent distributions. You will also learn more about the various resources that the OLC provides to fiscal officers and directors.
N/A
[email protected] 495 Metro Place South
Suite 350
Dublin, OH 43017
Phone: 614-410-8092
Michelle Francis is the Executive Director of the Ohio Library Council, the professional association that represents Ohio’s 251 public library systems, including their administrators and staffs, trustees, and Friends groups. The OLC is acknowledged as one of the leading statewide library associations in the country and is consistently recognized among professional associations in Ohio for its outstanding advocacy efforts, information resources, and member services. As the chief executive officer for the OLC, she is responsible for working with the OLC Board of Directors to establish and execute the strategic direction of the organization and the day-to-day direction and management of its 10-member staff. Michelle was named the Executive Director in June 2019. Prior to that,she served as the OLC’s Director of Government and Legal Services where she monitored state and federal legislation affecting public libraries, directed OLC’s lobbying efforts, and assisted members with legal questions. She has been with the organization since 2014. Before joining the OLC staff, she served as the Deputy Director of Legislative Services for the Ohio School Boards Association where she represented Ohio’s public school districts for nine years. Michelle holds a Juris Doctorate Degree from Capital University Law School and is a graduate of Morehead State University with a Bachelor of Arts Degree in Political Science.
[email protected] 495 Metro Place South
Suite 350
Dublin, OH 43017
Phone: 614-410-8092
Jay serves as the Director of Government and Legal Services for the Ohio Library Council, the professional association that represents Ohio's 251 public library systems, including their administrators and staffs, trustees and Friends groups. The OLC is acknowledged as one of the leading statewide library associations in the country and is consistently recognized among professional associations in Ohio for its outstanding advocacy efforts, information resources, and member services.
Smith is responsible for monitoring state and federal legislation relating to library issues, directing OLC's lobbying efforts, sharing information with OLC members on legislative issues, and helping members respond to legal questions and changes in regulations.
Prior to joining the OLC in November of 2019, Smith served as Deputy Director of Legislative Services for the Ohio School Boards Association (OSBA) and was a lobbyist for the organization since 2010. Prior to his work at OSBA, Smith served as the State Director of Government Affairs for the Fraternal Order of Police of Ohio and as a legislative aide in the Ohio House of Representatives. He holds a bachelor's degree in Political Science from The Ohio State University and completed post-graduate coursework at the University of Akron's Ray C. Bliss Institute of Applied Politics in campaign management and lobbying.
Course Details: Funds and Beyond
Target Audiences: Libraries
Category: Accounting & Auditing
This training session is designed to provide information on:
Fund Accounting – Understanding the basis for this method of accounting.
GASB 54 – Fund balance classification and financial statement presentation.
Audit types – Different audit options for different entities.
Budgetary statements – Understanding how your working budget and budgetary statements should be prepared.
Ohio Compliance Supplement matrix – Learn what the auditor is going to ask you and what records the auditor is going to request.
N/A
[email protected] 101 Central Plaza South
700 Chase Tower
Canton, OH 44702
Phone: (800) 443-9272
Joey is the Chief Auditor for the East Regional Office with Auditor of State Dave Yost’s office and is responsible to help manage a staff of 68 employees and oversees the completion of 685 audits for AOS clients and IPA clients in the region. Joey has been with the Auditor of State’s office for over 23 years and has been entertaining audiences (training) for 15 years.
Joey has a bachelor’s degree in accounting and business management from Kent State University. Joey is a member of the National Government Finance Officers Association (GFOA), the GFOA Certificate Special Review Committee, the Ohio GFOA, and the Ohio Society of CPAs.
