| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Excess Cost and Catastrophic Cost | Deborah Caudle, ODE Area Coordinator, Ohio Department of Education, Sarah Stirling, Program Administrator 2, Ohio Department of Education | 1 | View |
This course will cover an overview of the statutory competitive bidding process required by boards of education when they determine to build, repair, enlarge, improve, or demolish any school building, the cost of which will exceed fifty thousand dollars.
The course will provide insight into the fundamental rules governing competitive bidding procedures, include the type and scope of projects which must be competitively bid, as well as the exceptions to competitive bidding available under statute and case law.
Statement of Accreditation Rationale:
An understanding of Ohio’s complex competitive bidding laws is essential for the financial operations of all public school districts.
[email protected]
250 E 5th St Ste 1565
Cincinnati, OH 45202
Phone: (513) 562-1264
Dan Lautar is an Associate at Pepple & Waggoner and head of the firm’s Cincinnati office. Dan advises school boards on a variety of subjects, including collective bargaining negotiations, grievance arbitrations, and student discipline matters. He also serves as the firm’s primary Board policy author.
This course will outline the statutory requirements and options for structuring a lease or certificates of participation financing, which are very different from those applicable to a traditional bond issue.
The course will provide a fundamental understanding of the nature of securing a financing with real estate as opposed to tax receipts, plus applicable law, and market considerations.
Statement of Accreditation Rationale:
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2302
Becky Princehorn is a partner and co-chair of the Public Finance group at Bricker & Eckler LLP. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio income tax-backed school district bonds; for the first publicly offered PLF-backed library notes; for the first school district in the Extreme Environmental Contamination Program of the Ohio School Facilities Commission; for the first Ohio general obligation bond issue with a local government fund pledge; for the first Ohio municipal general obligation bond issue for housing; and for the first Ohio school district minibond issue. She also served as counsel on the formation of the first limited home rule township in central Ohio and has structured collaborations between local governments, particularly those involving school districts, and gifts to local governments.
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (937) 224-1841
Shannon’s health care practice includes representing hospitals and other health care organizations including nursing, assisted living and long-term care facilities, with respect to general counsel matters such as corporate compliance and governance for non-profits and public sector requirements for public hospitals. She also advises health care clients with financing and real estate matters including bond and other financing facilities, medical practice acquisitions and physician leasing, equipment leases and the purchase, sale and development of health care facilities.
Shannon also serves as general counsel and special counsel to port authorities, counties, municipal corporations and other political subdivisions in connection with a variety of operational and legislative matters, Public Records Act and Open Meeting Act compliance, land-use issues, public improvement projects, public-private partnerships, procurement processes and disputes, conflicts of interest, charter review and amendment processes, annexations and appropriations. Shannon also advises clients on Ohio’s economic development laws, programs and resources, including use of tax increment financing, creation and operation of special improvement districts, joint economic development zones, community reinvestment areas, state and federal loan and grant programs and the like.
Shannon’s real estate experience also includes work with procurement and sale of real estate, zoning, leasing, condominium creation and operation, ground leases, management contracts and the like for a wide range of developments, including office and medical office, ancillary health care facilities, industrial and commercial space, student housing, long-term care facilities and multi-use projects.
Shannon Martin focuses on the general counsel, finance and real estate development, and property management needs of health care and public sector clients, banks and other lending institutions, developers, and non-profit and for-profit corporations. She advises clients on a full range of general governance, compliance and operational matters, and has diverse transaction experience including serving as borrower’s counsel, bond counsel and bank counsel on financing transactions, and as counsel to buyers, sellers, developers, utility companies and public entities on acquisition and development projects.
M. Shannon Martin, Partner
937.224.1841
[email protected]
This presentation will cover the compliance requirements and allowable uses for ESSER II and ESSER III funding. We will also provide an overview of Uniform Guidance audits. We will discuss and provide best practices for establishing internal controls and remaining in compliance with requirements for this funding.
Have a complete understanding of the ESSER compliance requirements and allowable uses. Obtain an understanding of the necessary internal controls and required policies and procedures. Consider the impact of this funding and the requirements on each school district and the implications on current policies and procedures.
Statement of Accreditation Rationale:
[email protected]
694 East Washington Street
Medina, OH 44258
Phone: (330) 722-8222
Chad Gorfido is in charge of and manages governmental and not-for-profit audits. He is also responsible for day-to-day audit, client communications and ensuring the timely completion of every audit we take on. Chad’s topics/areas of expertise include internal control effectiveness and efficiencies, A-133 audits, governmental GAAP accounting, charter school operations and accounting, and audit methodology. He earned his bachelors’ degrees from Kent State University in accounting and finance and obtained his advanced single audit certification in 2016.
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9370 Olde Eight Rd
Northfield, OH 44067
Phone: (330) 467-0580
Kyle Kiffer became the Treasurer/CFO of the Streetsboro City School District in April of 2021. Before that Kyle spent two years as the Assistant Treasurer of Strongsville City Schools and nine years with the Ohio Auditor of State’s office. Kyle has been a swim coach for Valley Forge High School, Padua Franciscan High School, and Strongsville High School.
Kyle received a degree in Accounting and Financial Management from Hiram College, where he continues to volunteer as a mentor to students within the College’s accounting program. He has also run ten marathons and is a three-time Ironman, a 140.6-mile triathlon. He resides in Lakewood, Ohio with his wife Jennifer and two daughters.
Leadership changes happen. Whether you are changing districts, your district is transitioning superintendents, or you have new board members coming on, change is inevitable in school district leadership. During those times of transition learn how data can play a critical role in helping you quickly get up-to-speed on what you need to know, or what you need to communicate, about the district.
This session will overview the journeys of two CFOs as they transition to new districts - their learning process and the tools, techniques, and data they used to get up-to-speed quickly in their new district or help inform other district leadership of the overall financial state of the district. They will discuss the importance of:
• Historic data trends and perspective, from financial to academic
• Visualization of data in easy-to-digest formats
• Benchmarking to peers or their prior district for context
• Forecast assumptions and the importance of a financial documentation/trail
• Peer networking and best operational practices
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8050 High Street
Columbus, OH 43235
Phone: (614) 397-0231
Before joining Forecast5 Stacy was a partner for Public Finance Resources, serving over 300 of Ohio’s school districts and municipalities. In that role he worked to develop financial forecasting tools, and provide instruction and training opportunities. Stacy has also spent over 30 years in public finance as a CFO in Ohio school districts, and holds his Master of Business Administration and his Bachelor of Business Administration in Finance from Ohio University.
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140 E Indiana Ave
Perrysburg, OH 43551-2261
Phone: 419-874-9131 ext. 2107
Randy is currently Treasurer/CFO at Perrysburg EVSD, having previously served at Huron City School District. Prior to Huron City SD he served as Treasurer/CFO for the Bright Local SD. Randy has used his skills as an educator in management & finance and a business leader to improve fiscal office and district operations, and improve communications with the Board of Education within each community.
His responsibilities have included:
• Providing Financial/Technical/Logistical Support for the fiscal office of the school district.
• Provide support and training for school administrators in support of their Federal program application process and program administration.
• Ensuring Board of Education satisfaction by providing communication of financial information through Financial Committee Meetings and monthly reporting.
• Serving as a leader and role model as part of the district’s management team.
• Forging positive relationships with school district personnel and contacts at the State level.
• Providing Financial Management to the district by identifying and implementing sound financial practices and to support the goal of building fiscally sound educational organizations.
Education Background:
• Miami University, Bachelor of Science in Applied Science
• Ohio University, Masters in Business Administration
• Ashland University, School Law & Finance
[email protected]
8050 N High St, Ste 160
Columbus, OH 43235
Phone: (330) 207-6407
Ryan Ghizzoni, Senior Analytics Advisor for Forecast5 Analytics, began his career with the Ohio Auditor of State's Office and has served as Treasurer/CFO for Ohio schools for over 17 years. During his career, he has been the recipient of six Association of School Business Officials International Meritorious Budget Awards and was the recipient of the Ohio Association of School Business Officials 2011 Outstanding Treasurer of the Year Award. Ryan holds a Bachelors of Business Administration from the Youngstown State University, and is a Certified Administrator of School Finance and Operations.
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504 Park Ave
Miamisburg, OH 45342
Phone: 937.866.3381 ext. 3022
John Espy is currently the Treasurer/CFO for the Miamisburg City School District. Prior to his appointment as Treasurer/CFO, he served as a Financial Software Specialist and Coordinator of Fiscal Applications at the Hamilton Clermont Cooperative (HCC). Currently, Mr. Espy creates content for and leads a round table discussion for over 40 Treasurer’s Office staff members representing 5 counties on best practices in Ohio’s payroll and accounting software.
Prior to his career in school finance, Mr. Espy served as an educator and director in the Milford EVSD and Mt. Health City Schools leading the award-winning band programs. Espy holds a Bachelor of Arts in K-12 Education from Marshall University located in Huntington, WV; a Masters of Business Administration from Xavier University located in Cincinnati, OH; and a Masters of Science in Accountancy from Indiana Wesleyan University. Currently he is pursuing an Educational Doctorate in School Administration from Miami University.
This course will cover an update on how the current bond market is trending as well as a bond refinance option specifically allowing a school district to refinance their construction bonds with the ability to transfer the upfront savings from the bond retirement fund into the permanent improvement fund to be used for a selected capital project.
RC 5705.14(C)(2).
The course will provide essential information about the bond refinance process, models for refinance and an update on how the current bond market is trending.
[email protected]
46088 Bell School Rd
East Liverpool, OH 43920
Phone: (234) 736-7152
Stacy Williams is the Treasurer/CFO at Beaver Local School District in Columbiana County.
Stacy holds a Master of Business Administration from Francisican University. She entered the school business profession after a successful career as an auditor and public accountant mainly working with “Fortune 500” corporations. Additionally, she is a proud U.S. Veteran having served in Iraq as part of “Operation Enduring Freedom”and as a member of the Army National Guard for 8 years.
Stacy is active in OASBO and has served on a number of committeees, most recently the Diversity, Equity and Inclusion (DEI) Committee. She also serves as a mentor to new Treasurer’s and is passionate about state and local advocacy regarding school funding. Stacy was a recipient of the 2021 ASBO Intl. “Emerging Leader’s Scholarship.
This course will cover an overview of the options for acquiring real property as well as related considerations such as due diligence, taxes, annexation, eminent domain, and zoning. Hear not only the legal perspective but also hear from a school business official.
The course will provide essential information about land acquisition.
Statement of Accreditation Rationale:
[email protected]
100 S 3rd Street
Columbus, OH 43215
Phone: (614) 227-2379
Amy Bartemes focuses her practice on commercial real estate law with a balanced client base of both public and private entities. Amy’s practice for public clients includes representing school districts and educational service centers in various real estate transactions, including purchase and sale contracts, leases, auctions, land exchange agreements and easements.
[email protected]
6371 Shier Rings Rd
Dublin, OH 43016
Phone: (614) 760-4323
Currently the Chief Operating Officer at Dublin City Schools where he is responsible for a wide range of district operations that includes facilities, construction, transportation, infrastructure IT, safety / security / risk and real estate development.
To leverage available ESSER funds for facility improvements, school officials must understand what type of work qualifies, what requirements must be met and what procurement solutions are available. Experts from Tremco Roofing and Building Maintenance will discuss how to leverage such funds for facility improvements, particularly relating to indoor air quality. Discussion points will include best practices for determining deficiencies in existing infrastructures, how to remedy those deficiencies, and an in-depth explanation of the fiscal benefits to using cooperative procurement solutions that meet federal grant requirements.
This course will provide actionable steps on how to identify and address building enclosure deficiencies to achieve optimal student indoor air quality, comfort, health and safety in a timely manner within a predictable budget. It will also highlight the latest qualified methods of inspection, testing, maintenance, repair, and replacement to improve school facility indoor air quality. Participants will come away with a clear understanding of the benefits of using available procurement solutions, what type of work qualifies and what requirements must be met.
Statement of Accreditation Rationale:
[email protected]
11880 Spiral Pass
Cincinnati, OH 45249
Phone: 513.489.1125
With 33 years of sustainable building envelope construction experience, and overall responsibility for Ohio, Indiana and Michigan, David brings an extensive understanding of the issues impacting the high risk area of roofing and building envelope performance. He works with Owners, Contractors and Design Professionals to build, restore and maintain a sustainable building weatherproofing envelope.
[email protected]
3735 Green Rd
Beachwood, OH 44122
Phone: (651) 323-7431
Regina has over 15 years of financial and facilities asset management experience. She works with business and administrative professionals to develop an overall best-value based strategy to facility management. Regina analyzes, quantifies, and monetizes all aspects to simplify and demonstrate which solutions best suit the unique and ever-changing facility management spectrum.
This course will cover an overview of dealing with the aftermath of a failed facilities bond issues. Learn about how to keep to your school district moving forward and plan for the future.
The course will provide an explanation of how one school district has handled the issues that have arisen from failed bond issues in recent years. Learn about bond financing options, how to address increasing enrollment, COVID facilities management, and strategy for placing a previously failed issue back on the ballot.
Statement of Accreditation Rationale:
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8861
Matt Stout is a partner in and co-chair of Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions. Matt received a Bachelor of Business Administration from the University of Michigan and his JD/MBA from The Ohio State University.
[email protected]
90 East Street
Pickerington, OH 43147
Phone: (614) 920-6111
Ryan Jenkins is the Treasurer/CFO for the Pickerington Local School District. He has served in that role since April of 2013. Prior to becoming treasurer at Pickerington, Ryan also served as the treasurer for the Graham Local and Greenon Local School Districts in the Dayton area.
Ryan graduated from The Ohio State University with a Bachelor of Science in Business Administration, with a focus on Actuarial Science and Risk Management. After working for a year in the insurance industry as an underwriter, he then earned his secondary mathematics teaching license from Ohio University. He taught high school mathematics for 4 years.
Ryan also holds a Master's Degree in Educational Administration, and worked as a Dean of Students, Assistant High School Principal and Middle School Principal for nearly 6 years prior to becoming a treasurer.
This course will cover an overview of how Data Analytics is used to improve facility performance and reduce cost.
This course will provide an overview of how Data Analytics is being utilized in HVAC management to provide continuous commissioning of Indoor Air Quality, comfort and other operational standards.
Statement of Accreditation Rationale:
Understand how data collection is being used effectively. Understand how and what data is collected, categorized and interpreted into action items to improve performance.
(440) 248-3400
31200 Bainbridge Rd
Solon, OH 44139
Phone: (440) 248-3400
David has worked with K-12 owners to identify mechanical solutions that enhance operations and reduce capital expenditures. David coordinates resources and professional services needed to develop projects that effect Indoor Air Quality requirements, energy savings, operational efficiencies and health and safety standards. David provides direct funding strategies that corresponds with available grant dollars, utility rebates, state and federal stimulus money, private equity investments and local Port Authority financing vehicles. Most recently, David was instrumental in developing a Design-Build Agreement with the Ohio Schools Council that provides discount pricing on HVAC equipment and professional services.
[email protected]
11136 Ravenna Rd
Twinsburg, OH 44087
Phone: (216) 509-9347
Chad Welker has been the Business Manager of the Twinsburg City School District since 2013. Mr. Welker is an active member and is on the senior advisory groups of both OASBO and Ohio Schools Council. Mr. Welker has been in school administration since 2006 and is a proud alumni of Case Western Reserve University’s Weatherhead School of Management.
[email protected]
31200 Bainbridge Rd
Solon, OH 44139
Phone: (440) 248-3400
Matt is the business leader for the Applied Intelligence department at Gardiner. He oversees the operations and sales efforts, leading a team of energy engineers, control service technicians, and remote support personnel. Matt works extensively with K-12 districts throughout Ohio utilizing data analytics to promote the reduction in energy spend, improve comfort, reduce operational spend, reduce downtime, and improve indoor air quality. Matt has a MBA, CEM and is a West Point graduate who received two bronze stars as part of Operation Iraqi Freedom.
This course will provide an overview of identifying students eligible for excess and catastrophic cost and provide tips for tracking and reporting within the School Finance application in OHID.
The course will provide essential information about the changes in excess and catastrophic cost with the passing of HB 110 and the potential impact of switching from State Share Index to State Share Percentage.
Statement of Accreditation Rationale:
[email protected]
151 Hughes Rd
Lucasville, OH 45648
Phone: (614) 309-2185
28 years related experience:
Auditor of State - Field Auditor
Symmes Valley Local - Assistant Treasurer and Payroll
Collins Career Center - Federal Programs and Financial Aid for Adult Programs
Plattenburg and Associates CPA Firm - Governmental Auditing
Milford Exempted Village - Treasurer
Ohio Department of Education - Area Coordinator
[email protected]
25 S Front St
Columbus, OH 43215
Phone: (614) 644-4587
Sarah Stirling is a Program Administrator at the Ohio Department of Education Office of Budget and School Funding. She has her Master’s Degree in Business Administration.
Participants will be able to gain an understanding of the various delivery models available for school construction projects. When preparing for a construction project, one of the first decisions that must be made is whether to use a general contractor, construction manager at risk, or design-build delivery model. We will provide an overview of the construction procurement process for school districts, including design professional procurement, competitive bidding, and procurement of construction managers at risk and design-builders. We will describe the standard of award and contracting process for each project delivery model. Additionally, we will compare the pros and cons of these delivery models, including how each relates to the school district’s schedule and budget, how each model allocates risk, and the primary decision points within each model. This presentation will also identify and explain exceptions to competitive bidding available to school districts.
The course will provide an overview of the construction procurement process for school districts. Attendees will receive an overview of the following processes:
• Design professional procurement
• Competitive bidding
• Procurement of construction managers at risk and design-builders.
[email protected]
100 South Third Street
Columbus, OH 43215-4291
Phone: 614-227-2300
Chris McCloskey is chair of Bricker & Eckler's Public Sector industry group and is a partner in the
Construction Law group. He focuses his practice on construction-related contracting and disputes,
as well as general business and litigation. He is experienced in researching and drafting motions for
construction lawsuits, reviewing construction contracts, construction claims, change orders, purchase
orders, project analysis, mechanic's liens, bid strategy and project coordination. Chris is a former
staff attorney to Judge Nodine Miller of the Franklin County Court of Common Pleas, where he
d rafted legal opinions and managed the court's civil docket. In addition, he worked as a district
engineer for Economy Forms Company, designing steel systems to form concrete structures.
[email protected]
532 Innovation Drive
Xenia, OH 45385
Phone: 937-372-6941 x1158
Eva Anderson was hired by the Greene County Vocational School District on August 1, 2014. Previously, Eva worked for Yellow Springs Exempted Village School District for 16 years, obtaining her Treasurer’s license during her time there. Eva graduated with honors in 2006 from Franklin University, earning her BS in Accounting.
Recently, the District has undergone multiple simultaneous building projects. Ranging in cost from one-million to more than 70 million.
When not serving the district, Eva enjoys gardening and sewing, but primarily spending time with cherished family and friends.
[email protected]
100 S 3rd St
Columbus, OH 43215
Phone: (614) 227-2305
Casey Rieth is a construction attorney who focuses on both transactional and litigation matters. In addition to providing guidance on project delivery models, Casey prepares procurement and contract documents. She also negotiates construction project contracts on behalf of both public and private owners, including schools, libraries, health care systems, and municipalities.
Every decision should be guided by data so that school districts have proof and rationale behind the overall health benefits strategy and measurement of success.
Learn about health care data and how it drives alignment and acceptance form your insurance committee; Insightful analysis encourages action and creates predictive models to guide future improvements to benefits strategy; Leverage data and reporting to negotiate health plan changes; Utilize basic reports that eliminate fear driven stalls.
• Utilizing a Standard Reporting Package To Drive Decision Making: Understanding the Data and the Real Impact for Employees
• Leverage Data to Negotiate Health Plan Changes: Case Studies Include: Primary Care Impact, Spousal Cost Analysis, and Health Savings Accounts & Claims Management
• Aligning & Engaging Your Insurance Committee to Strategic Initiatives: Best Practices including Strategic Communication, Data & Reporting Review, and Premium Cost Share
These objectives will be met by:
• Telling the story of health care with data from health benefits experts and peers
• Explaining the value of aligning your insurance committee to make to strategic initiatives
• Identifying examples of outcomes achieved by leveraging data
School districts will leave the session compelled to use data analytics to drive business decisions.
Statement of Accreditation Rationale:
Understanding the value of data supported decisions is very important for every school business official. Every decision should be guided by data so that school business officials have proof and rationale behind their overall health benefits strategy and measurement of success.
[email protected]
6805 Avery Muirfield Dr
Dublin, OH 43016
Phone: (614) 376-0901
Cheryl leads HORAN's Education Specialty Practice dedicated to building best-in-class benefits packages while minimizing costs for school districts. Cheryl has dedicated 20 years to the evolving health care landscape. Her work with consortiums, benefit strategy, technology and health management has created valuable insights to develop comprehensive total reward programs for the education industry.
School districts have various options for evaluating project proposals and awarding facility improvement projects to vendors, including an option available through Ohio’s educational purchasing co-ops. Energy Optimizers, USA and SW Ohio Educational Purchasing Council will discuss the pros and cons of each method, explaining how to save money and time in the process, and offer detailed case studies.
Participants will learn that they can select their preferred Energy Services Company for Design-Build projects without going out to bid, as permitted by Ohio Revised Code 167.081, based on a program that Ohio’s 6 educational purchasing co-ops have implemented. The panel will describe and explain this procurement tool which has been successfully used since 2018 by more than 75 Ohio school districts throughout Ohio. Specific examples and case studies will be shared, to allow attendees to gain an understanding of the process and the energy and financial savings achieved.
Statement of Accreditation Rationale:
[email protected]
632 E 1st St
Dayton, OH 45402
Phone: (937) 974-1549
Belinda is responsible for sales, business development, marketing, and government relations for Energy Optimizers, USA. She works closely with the sales and business development team to help school customers find the right solutions for their facilities. Kenley also serves as a member of Centerville City Council and is on the Board of Trustees for the Dayton Convention Facilities Authority.
[email protected]
303 Corporate Center Drive Ste 208
Vandalia, OH 45377
Phone: (937) 890-3725
Ken Swink has served as the Executive Director of the Southwestern Ohio Educational Purchasing Council (EPC) since January 1, 2002. He is the current chairperson of the Oho Council of Educational Purchasing Consortia (OCEPC) and is a Board Member representing Ohio for the Association of Educational Purchasing Agencies (AEPA), a national purchasing cooperative. Ken is very grateful to be in his 45th year serving the needs of Ohio School Districts.
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1015 E Brown Rd
Montpelier, OH 43543
Phone: (419) 485-6706
Carla Rice has been a school CFO/Treasurer for 18 years. Prior to becoming a licensed treasurer, she was employed as a state auditor for six years. Currently, Carla is the CFO for Montpelier Exempted Village Schools. She was chapter officer for the Northwest chapter and stepped through all the offices from Treasurer to President. Carla is currently working with Energy Optimizer to upgrade the HVAC system with ESSER Funds.
[email protected]
28046 Watson Rd
Defiance, OH 43512
Phone: (419) 438-7049
I have over 15 years of experience working in education. I serve on many OASBO committees: PD, Annual Workshop Track Sessions, Audit, Auditor of State, Legislative, and Education Finance/ODE Advisory. I served as a board member for the Northwest Chapter from 2014-2019. I was the recipient of the Rich Unger Pinnacle Award in 2015. I am certified as a Licensed Ohio Public School Treasurer.
During this presentation with Bricker & Eckler Attorneys Tess Tannehill and Carly Sherman and James Rossler, Jr., Treasurer/CFO of Rossford Schools, attendees will learn the significance of property tax valuation complaints and the Board of Revision process. Attendees will also get insight into common property tax exemption issues affecting school districts.
This course with provide essential information regarding the significance of property tax valuation complaints and the Board of Revisions process. Attendees will also get insight into common property tax exemption issues affecting school districts.
Statement of Accreditation Rationale:
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2347
Tess Tannehill is an Associate in the Columbus office of the law firm of Bricker & Eckler LLP. Tess's practice focuses on representing school districts in real property tax valuation disputes before county boards of revision, the Ohio Board of Tax Appeals, and the Ohio Supreme Court. Tess advises schools districts, hospitals, universities, foundations, and other charitable organizations seeking to obtain exemption from real property taxation. Tess also advises hospitals, individuals, families, and fiduciaries on estate planning, estate administration, trust administration, and guardianship matters.
[email protected]
325 Superior St
Rossford, OH 43460
Phone: 419.666.2010
Undergraduate degree from University of Toledo, M.B.A. in Public Administration from the University of Findlay.
Internship at Toledo Public Schools, Treasurer at Rossford Ex. Village Schools since 1991.
Current Chair of the Ohio School Retirement System, appointed by Joint Legislative Action in 2004.
Current appointed member of the Wood County Port Authority
Current member of the Wood County Economic Development Commission
Past President of N.W Ohio OASBO
Spirit of Wood County award winner in the field of economic development.
Wife Kelly, three daughter all married and a new granddaughter.
[email protected]
100 S 3rd St
Columbus, OH 43215
Phone: (937) 535-3907
Carly serves local governments and school districts in a general counsel capacity, assisting them with navigating the wide range of legal issues they face daily. She handles a variety of litigation matters for public sector clients and regularly appears before common pleas courts and administrative bodies across Ohio. She also drafts and reviews contracts, ordinances, resolutions and policies on a daily basis, and routinely serves as legal counsel for public sector clients during public meetings and administrative proceedings.
Carly’s litigation practice for both public and private clients focuses on land use, zoning and general real estate matters. She has experience handling administrative appeals from governmental zoning decisions, public nuisance abatement actions, and real estate contract disputes. Carly also frequently represents clients in real property tax appeals to boards of revision throughout southwest Ohio, the Ohio Board of Tax Appeals and common pleas courts.
This course will cover examples of innovative financing techniques used by one district to manage current growth and position themselves for future capital needs.
The course will provide essential information about bond issuance, including examples of strategies used by other districts to handle issues with growth, rating downgrades, voter support and funding projects not considered by some to be essential for educating students.
Statement of Accreditation Rationale:
[email protected]
38 Fountain Square Plaza
Cincinnati, OH 45263
Phone: (513) 579-4300
Brian Seedhouse re-joined Fifth Third Securities in 2016 following a four year period serving as Managing Director for The Huntington Investment Company. Prior to that, Mr. Seedhouse spent twenty three years with Fifth Third, first in the Institutional Sales group and then starting the Southwest Ohio Underwriting office. Mr. Seedhouse specializes in Ohio school districts, municipalities, counties, townships, special authorities and higher education. He has been involved in various types of financings including general obligation, revenue, certificates of participation (COPs), un-voted debt, bond anticipation notes (BANs), rolling note programs, and permanent improvement borrowings. Mr. Seedhouse is a Registered General Securities Representative (Series 7), Registered Municipal Securities Representative (Series 52), and Registered Uniform Securities Agent (Series 63). He has a Bachelor of Science in Business Administration from the University of Dayton and an MBA from Xavier University.
[email protected]
171 Montclair Avenue
Circleville, OH 43113
Phone: (513) 247-6123
Andrew Brossart is a Partner with Bradley Payne Advisors. Prior to joining Bradley Payne, Mr. Brossart worked for William Blair & Fifth Third Securities for twelve years, where he led both firms’ expansions in the Midwest region. Mr. Brossart led the firms’ development/tax increment financing transactions and special district issues. Additionally, he acted as lead banker for Higher Education, School District, Utility District and local government financings. He has nineteen years of experience in public finance and significant experience with the Ohio southwest region’s issuers. Prior to Fifth Third, Mr. Brossart was a limited principal with Seasongood & Mayer in Cincinnati, Ohio from 1998-2004. Before beginning his banking career, Mr. Brossart served as the Director of Finance for the first Transportation Improvement District in the United States - the Butler County, Ohio Transportation District (BCTID), which was created to complete over $250mm in roadway improvement projects within the County. As Finance Director, Mr. Brossart oversaw the financing and accounting of those roadway projects. Prior to serving as Finance Director to the BCTID, Mr. Brossart served as Deputy Auditor in the Butler County, Ohio Auditor’s office.
Mr. Brossart received a bachelor’s degree in business administration from Xavier University in Cincinnati. While at Xavier he was a four-year varsity swim team member and record holder.
[email protected]
191 W Nationwide Blvd Ste 300
Columbus, OH 43215
Phone: (513) 639-9219
Tom is the past office managing partner of Dinsmore's Columbus office, current head of the Finance Department and serves on the firm’s Board of Directors.
For more than 30 years, he has served clients in virtually all areas of public finance, dividing his time between traditional governmental bond and note issues and conduit financings for numerous tax-exempt organizations and for-profit entities.
Tom has experience as bond counsel, underwriter's counsel, trustee's counsel and issuer counsel for a variety of tax-exempt and taxable debt transactions, including those involving utilities, public schools, counties & municipal corporations, independent K-12 schools, hospitals, long-term care facilities, senior living communities and other 501(c)(3) organizations.
He is known for finding creative solutions to issues that arise during a transaction and his personal attention and responsiveness to his clients' needs.
[email protected]
38 Fountain Square Plz
Cincinnati, OH 45202
Phone: (513) 534-8848
Mr. Gusweiler joined Fifth Third Securities, Inc. (FTSI) in 2016. Prior to joining FTSI, he was an Associate in numerous roles within Fifth Third Bank’s Capital Markets credit department. Mr. Gusweiler specializes in Ohio school districts, municipalities, counties, townships, port authorities, and higher education issuers. He has been involved in various types of financings including general obligation, revenue, certificates of participation (COPs), un-voted debt, bond anticipation notes (BANs), TIFs, and permanent improvement borrowings, totaling over $4 Billion. Mr. Gusweiler holds a Bachelor’s Degree in Finance from The University of Cincinnati. Mr. Gusweiler is a Registered Municipal Securities Representative (Series 52) and holds a Series 63 (Registered Uniform Securities Agent) license.
