[email protected]
70 W Madison Street, Suite 2500
Chicago, IL 60602
Phone: 312.454.3987

Dr. Lindsey Piegza is the Chief Economist for Stifel Fixed Income. She specializes in research and analysis of economic trends and activity, world economies, financial markets and fiscal policies.

Piegza joined Stifel in 2015 amid the merger with Sterne Agee where she was Chief Economist. Prior to her roles with Stifel and Sterne Agee, she was the Senior Economist for an investment bank for eight years in New York City.

In addition to more than 13 years of professional experience, Piegza has published academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management.

Often quoted in the business press, Piegza is a regular guest on CNBC, Fox News, CNN and Bloomberg, as well as national radio and other business news outlets. She is also a highly sought after speaker across national and international forums.

Piegza is a member of the National Association for Business Economics (NABE) and American Economic Association (AEA). She holds a B.A. from Northwestern University in political science and a B.A. in economics with honors and distinction. She earned her Ph.D. in economics from the City University of New York. She is a native of Chicago and is based in Stifel’s downtown Chicago office.

[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (888) 596-2293

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.

[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494

Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains. 

Prior Experience
•  Baird Public Investment Advisors, Director and Portfolio Manager
•  Seasongood Asset Management, LLC, Chief Investment Officer 
•  Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager 

Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S.  Ryan’s speaking topics include:  Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.

Education

Master of Business Administration, Xavier University

Bachelor of Science in Accounting, University of Kentucky

Certifications

Chartered Finance Analyst (CFA)

Series 7, 24, 65 (inactive)

[email protected]
4016 Allston Street - Suite 4
Cincinnati, Ohio 45209
Phone: 888-596-2293

With over five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Prior Experience

• Fidelity Investments, Financial Representative
• Wedgewood Partners, Internship
• Parkside Financial Bank & Trust, Internship

Education

• Bachelor of Science in Economics, Saint Louis University

Certifications

• Chartered Financial Analyst (CFA)®
• Series 7, 63 (inactive)

[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.

[email protected]
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.

[email protected]
150 Erie Court
Amherst, OH 44001
Phone: 614-427-3827

Taylor Adrian is a Regional Manager of Sales for Bonefish Systems. Primarily focusing on new business development across the states of Ohio and Michigan.Prior to joining Bonefish Systems in the spring of 2022, Taylor obtained 8 years of experience working in the front office of various professional sport teams,. He aided in the technology onboarding and training of thousands of individuals and companies for management and entry into both NBA/WNBA arenas and NFL stadiums. Taylor earned a Bachelors of Science degree at the University of South Dakota.

[email protected]
155 E Broad St
Columbus, OH 43215
Phone: 614.463.6387

Bethany Suchy is a Relationship Banker within the Ohio Public Finance group. In her role, she is responsible for managing the full aspect of the banking relationships of her clients, including their treasury management, credit and investment needs. She joined PNC in 2014 and has held various positions within Retail and Corporate Banking. Bethany is a graduate of The University of Dayton and holds a Bachelor’s degree from the School of Business Administration, where she was awarded the Wall Street Journal Award for General Management. Bethany holds both the Municipal Securities Representative (Series 52) and Uniform Securities Agent (Series 63) licenses.

[email protected]
811 Madison Ave, 11th floor
Toledo, OH 43604
Phone: 419-259-2748

Industry Experience Travis has an extensive loss control background and designed the loss control protocols for the field risk managers. He and his department provide extensive risk management services to our public entity and educational institution clients. 
 
Clients Travis has worked with hundreds of municipal and school clients including:  City of Ann Arbor (MI); University of Michigan; Cuyahoga County (OH); City of Canton (OH); Toledo Area Metroparks; Sinclair Community College (OH) and the City of Huntington (IN). 
 
Education and Accreditations Travis earned his bachelor’s degree in biology from Heidelberg College in Tiffin, Ohio.  In addition, he is a Certified Playground Safety Inspector (CPSI) and a Certified School Risk Manager (CSRM). 
 
Professional Specialties  Emergency Action Planning  Accident Investigation  Safety Management System 

[email protected]
212 N Washington St
Millersburg, OH 44654
Phone: (330) 521-4555

AJ has worked on Medicaid School Program Agreed-Upon Procedure engagements since the inception of the program in Ohio in 2010. He helps develop testing and reporting, trains and oversees staff, and is key in client and provider communications.  AJ obtained his CPA in 2015, is involved with the AICPA and OSCPA, is a 2018 graduate of Rea's NextGen leadership program, and a Lean Six Sigma Green Belt.

[email protected]
9652 Inter Ocean Dr
West Chester, OH 45246
Phone: (513) 907-1970

Robert is the Owner of Prodigy Building Solutions. Prior, he was with Trane for over 19 years.

[email protected]
1 Donham Plz Fl 4
Middletown, OH 45042
Phone: (513) 320-8940

Eric Sotzing joined the Middletown City School District as Business Manager in 2021 and is responsible for managing building operations including maintenance, grounds, transportation, food service and technology.  Before joining Middletown City Schools, Eric was the Treasurer of Lebanon City Schools for 12 years with responsibility to manage district financial operations and business operations of the district. Eric’s previous experience includes Treasurer of Middletown City Schools and a Vocational Agriculture Teacher accumulating over 32 years of experience in public education in Ohio. 

[email protected]
P.O. Box 476
New Albany, OH 43054
Phone: ( 614) 580-8544

[email protected]
9105 Harding Hwy
Harrod, OH 45850
Phone: (419) 341-4404

Andrea Snyder has been the Treasurer/CFO of Allen East Local School District since 2016.  Prior to becoming the Treasurer/CFO, Andrea spent two years as the Assistant Treasurer.  She also spent seven years in the private sector working for Rea & Associates, Inc.  Andrea received her Bachelor's Degree in Accounting from Ohio Northern University and is a licensed Certified Public Accountant. 

(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]
6393 Oak Tree Blvd Ste 377
Independence, OH 44131
Phone: (216) 447-3100, ext. 6125

Chad Welker has almost two decades of experience working with schools for business services.  In addition to his work as business manager, he has held several leadership positions with Ohio Association of School Business Officials, including his most recent appointment to their board of directors.

[email protected]
241 N. Superior St
Toledo, OH 43604
Phone: (419) 539-9180

Mark Frye is the President of Palmer Energy.  Since purchasing the company, Palmer Energy has become a leader in unbiased energy management and consulting and Mark has testified numerous times as an expert before the Public Utilities Commission of Ohio.  Mark leads the Palmer Energy team as it consults on energy procurement and utilization matters for thousands of industrial, commercial, educational, governmental, aggregation, and institutional clients.  These customers have enjoyed hundreds of millions of dollars in savings over the past twenty-five years.  Palmer’s customers include dozens of counties, municipalities, Power4Schools, Northwest Ohio Aggregation Coalition or NOAC and various Chambers of Commerce across Ohio.  

[email protected]
175 South Third St., Ste 1250
Columbus, OH 43215
Phone: 614.987.1689

Marvin has been a finance professional for over 29 years, serving as treasurer/CFO for various types of school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

Specific experience
Provides services related to the issuance of bonds, from financial feasibility through post-issuance
Assists with capital and operating referenda strategy related to ballot initiatives
Comprehensive capital project planning and financial planning

Industry involvement
Ohio Association of School Business Officials
Buckeye Association of School Administrators
Ohio Government Finance Officers Association

Thought leadership
Speaker and panelist at conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances

[email protected]
140 E. State Street Suite 1275
Columbus, OH 43215
Phone: (614) 987-1684

Jeremy is a Senior Manager with the Ohio team of Baker Tilly Municipal Advisors. He has over 15 years of Ohio school experience, serving as treasurer/CFO and other administrative roles, as well as experience performing financial and compliance audits for government entities. During his time with both Baker Tilly and school districts, he has participated in numerous bond and note issuances.

[email protected]
5175 Emerald Parkway
4th Floor
Dublin, OH 43017
Phone: 6147645913

Brian returned to Dublin City Schools in the fall of 2016 from the Olentangy Local School District where he served as the Treasurer/CFO from 2013-2016. Prior to becoming the Olentangy Treasurer/CFO, he worked for the Dublin City Schools Finance Department for 10 years. He served as an accountant from 2003-2007, and as assistant treasurer from 2007 to 2013.

Brian's depth of experience, proven track record of taxpayer dollars stewardship, private sector experience, and knowledge of the District puts Dublin City Schools in a great position to move forward.

Brian worked for the Auditor of State of Ohio from 1996-2001, serving as Assistant Auditor and Auditor in Charge. He has private sector experience as a Senior Auditor with Haran, Watson & Company Inc. He served as an Ohio Association of School Business Officials officer from 2009-2013. He holds a B.S. in Accounting and Public Administration from Heidelberg College.

Brian is leading a Dublin City Schools finance staff that has led the way in helping our District earn the highest possible credit rating from Standard and Poor’s, implement several successful cost cutting initiatives, create an innovative staff wellness program, and repeatedly earn the Auditor of State Award of Distinction for clean and accurate financial reporting.

Brian is uniquely positioned to continue to build on the Dublin City Schools foundation and move the District forward into an exciting future.

[email protected]
25 S Front St
Columbus, OH 43215
Phone: (440) 376-5135

The Ohio Department of Education's Office of Financial Analysis & Oversight performs five-year forecast examinations, provides technical assistance to school districts projecting potential deficits and administers fiscal oversight during fiscal caution, fiscal watch, and fiscal emergency. Kim has served as assistant director of the office since 2016. 

[email protected]
31280 Viking Parkway
Westlake, Ohio 44145
Phone: (440) 455-1428

Tom Munson is a Sr. Account Executive with DataServ. He has held numerous sales, sales leadership, product management and channel program positions with various technology organizations. Tom has spent most of his 35 plus year career working in the public sector with focus on education.

[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, OH 45202
Phone: (513) 639-9237

Brad Ruwe is a partner with Dinsmore & Shohl LLP in its Cincinnati Office.  He has been serving a diverse set of clients for over 20 years in the areas of municipal leasing, government finance, school finance, 501(c)(3)/health care finance, and economic development finance.  Mr. Ruwe’s clients involve governmental entities, lenders, underwriters, hospitals, and universities.  Mr. Ruwe has served as a panelist and speaker for several state and local government entities, including, the State of Ohio, school districts, counties, municipalities, auditors, treasurers, trustees, the Ohio Municipal League, and NABL.  He has been named as a "Leading Lawyer" in Cincinnati from 2006 through 2017 in the area of Government/Public Finance by Cincinnati Business Magazine and as a “2006 Rising Star” and "2005 Rising Star" by Cincinnati and Law & Politics Magazines.  He is a member of the National Association of Bond Lawyers and the State of Ohio and Cincinnati Bar Associations.  Mr. Ruwe is currently a member of the Xavier University Board of Executive Advisors for Economics where he received his undergraduate degree and formerly a member of the Board of Governors of the Chase College of Law where he received his law degree. 

[email protected]
250 E Broad St Suite 900
Columbus, OH 43215
Phone: (614) 222-8686

Mitch works for Scott Scriven LLP which represents public school districts throughout Ohio on a wide variety of issues, including labor and employment matters, discrimination litigation, and real property tax valuation disputes. Tge practice includes significant collective bargaining work and I have represented clients in labor arbitrations and in matters before the State Employment Relations Board.

[email protected]
250 E Broad St Ste 900
Columbus, OH 43215
Phone: (614) 222-8686

With nearly three decades of experience, Julie has represented private and public employers before administrative agencies and in state and federal court, negotiated collective bargaining agreements for districts of all sizes and represented boards of education in special education litigation at all levels.  Julie appreciates the intellectual complexity of her work and is dedicated to providing excellent customer service to her clients.

[email protected]
One Orange Way, A3N
Windsor, CT 06095
Phone: 860.580.1643

 Linda Segal Blinn leads the Technical Services Department within the Tax-Exempt Markets of the Retirement Solutions business at Voya Financial.  In this capacity, Linda provides general legislative, regulatory, and compliance information to assist public school districts about compliantly operating their retirement plans.  A graduate of Brown University and New York University Law School, Linda is a contributing author to the 403(b) Answer Book and is a member of the Association of School Business Officials 403(b) Retirement Plan Council and the National Tax-deferred Savings Association Professional Education Committee.

[email protected]
35353 Curtis Blvd
Eastlake, OH 44095
Phone: (330) 550-8988

Nick has been a Treasurer/CFO for over five years. At his previous district, he was been a part of an existing health ins. committee, and the changing of health ins. consultants. At his current district, he assisted in the creation of a health ins. committee, in addition to changing health ins. consultants. Both districts required extreme measures in order to get health insurance under control. 

[email protected]
10185 Brookhaven Ln
Brecksville, OH 44141
Phone: (330) 953-2962

Bob Gearhart Jr. is a nationally recognized speaker on employee benefits. Recognized as a Rising Star in Advising by Employee Benefit Adviser magazine and a named finalist for Broker of the Year by BenefitsPRO magazine, he frequently appears on radio, television, and as a guest author to help employers understand the everchanging landscape surrounding one of their top-three business expenses.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2372

Paul Rutter is a member of Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. A significant portion of his practice is committed to serving as bond counsel for various school districts, municipalities, counties, townships, port authorities and other governmental entities in conjunction with the tax-exempt and taxable financing and refinancing of capital improvement projects including general obligation, special assessment, utility revenue and 501(c)(3) conduit financings. He also serves as underwriters' counsel and borrowers' counsel in similar financings. 

[email protected]
1001 Lakeside Avenue East
Suite 1350
Cleveland, OH 44114-1142
Phone: (216) 523-5465

Catherine Swartz focuses her practice on bond counsel and underwriter’s counsel in general obligation and revenue bond financings. Her clients include Ohio cities, counties, school districts and villages. She provides counsel to political subdivisions on issues related to tax levies, continuing disclosure filings, real estate, special assessments, public records, investment policies, sales and use tax, and ethics. She works with school district clients on matters such as school finance, tuition and residency, open enrollment, public records law and board policy issues.

[email protected]
6539 Summit Rd W
Pataskala, OH 43062
Phone: 937.416.0570

Todd Griffith has been Treasurer of Licking Heights Local Schools since June 2017. In this position, Mr. Griffith works with the Board of Education and administration to provide prudent financial management and leadership. The Treasurer's Office is responsible for all fiscal operations of the District. This includes budgeting, forecasting, investing, accounts payable, accounts receivable, payroll, financial reporting and serving as public records custodian.

Todd joined Licking Heights as Assistant Treasurer July, 2016. Prior to his time at Licking Heights, Mr. Griffith served as an administrator for South-Western City Schools, as well as in the treasury department at Vandalia-Butler City Schools. Before entering the public sector, Mr. Griffith worked in the financial industry for several years.

Mr. Griffith received his undergraduate degree from Ohio University and completed his Treasurer’s coursework from the University of Dayton. He holds an active School Treasurer license.  Mr. Griffith is a member of the Ohio Association of School Business Officials.

[email protected]
30 W Spring St
Columbus, OH 43215
Phone: (614) 204-7865

Bill Prenosil is a registered Architect and is a Senior Planning Manager for the Ohio Facilities Construction Commission. He has served over 21 years with the Commission and has extensive knowledge in K-12 school design/planning, construction management, contract management, and project management. Bill earned his graduate degree in Architecture from the Ohio State University.

[email protected]
88 East Broad Street
Columbus, Ohio 43215
Phone: 614-466-3402

TBA

[email protected]
8469 Blue Ash Rd
Cincinnati, OH 45236
Phone: (513) 703-4977

Luke Massa graduated from the University of Notre Dame in 2014 with a bachelor's degree in marketing and is now an Energy Consultant at Energy Alliances, Inc. EAI is a Cincinnati-based energy procurement firm and has been partnered with OASBO since 2018. Luke has 8+ years of experience in the energy industry and manages the energy spend for commercial customers all over Ohio. 

[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 43215-4291
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]
220 Sweetapple Road
Vincent, OH 45784
Phone: 740.678.2366 (114)

A public school Treasurer for almost 10 years, Melcie has established herself as a respected colleague that strives in leadership and collaboration.  A 1993 graduate of Waterford High School, a 1996 graduate of Marietta College with a Bachelor of Arts degree in Accounting, Melcie started her career in the newspaper industry serving as the accountant for the Gannett owned Marietta Times in Marietta, Ohio.  In 1999, she decided to further her education and in 2000, became a graduate of Ohio University with a Master’s of Science in Accounting.

In 2000, Melcie accepted a position with the Local Government Services division of the Ohio State Auditor’s Office, working out of the Athens regional office.  Over the next eight years, Melcie worked with various governmental entities assisting and or completing GAAP (Generally Accepted Accounting Principles) conversions, five-year forecasts, PAFR’s, training of governmental finance officials, and creating training manuals. 

In 2008, Melcie accepted her first Treasurer’s position in her home school district, Warren Local in Vincent, Ohio.   In 2011, Melcie accepted an additional position with Fort Frye Local Schools as their Treasurer and served both District’s through a shared services agreement for 2 years.  Melcie still serves as the Treasurer at Warren Local currently.

Melcie resides in Marietta with her husband of twenty-four years, Phil and two of their children, Kody and Kali.  Their third son, Kyle, resides in Marietta as well with his wife, Abbie.

[email protected]
5572 Princeton Rd
Liberty Twp, OH 45011
Phone: (937) 763-0746

Adam started his career with the Auditor of States office before becoming a Treasurer in Southwest Ohio. He is currently the Treasurer at Lakota Local Schools in Butler County. In addition to this he also works with K-12 Business Consulting to assist districts with the development of their five-year forecast. 

[email protected]
5572 Princeton Rd
Liberty Twp, OH 45011
Phone: 513-874-5505 x22014

Darian Ascoli is the Assistant Treasurer for Lakota Local School District in Butler County. He has held the position since August 2022. Prior to being promoted to Assistant Treasurer, Darian was the Finance Director and Budgetary Director at Lakota, beginning in 2017. Before Lakota, Darian was the Assistant Treasurer at Xenia Community City School District for three years.

[email protected]
5572 Princeton Rd
Liberty Twp, OH 45011
Phone: (937) 219-9888

Hannah Songer is a licensed CPA and holds a School Treasurer’s License.  She graduated from Cedarville University with an accounting degree.  From 2019-2021, Hannah worked for the State Auditor’s Office as an Assistant Auditor.  She then served as Assistant Treasurer at Northeastern Local School District in 2021-2022.  Currently, Hannah is the Finance Director at Lakota Local School District.

[email protected]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (216) 225-8548

Ryan Pendleton is the Executive Director of the North
Coast Shared Services Alliance where he coordinates financial and operations
support for northeast Ohio school districts through the Educational Service
Centers of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issues
concerning education and the potential impact on the students of Ohio. He is a
member of the Fair School Funding WorkGroup, co-chairing both the Base Cost and
Analysis and Support Groups.  As an inaugural member of the WorkGroup,
Ryan made significant contributions to creating and advocating for Ohio’s new
state funding formula.  His efforts contributed to the Fair School Funding
Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and
dedicated to serving the community, in particular the students across
Ohio.  Prior to working at North Coast Shared Service Alliance, Ryan was
the CFO/Treasurer of Akron Public and Barberton City Schools and worked
previously as a financial advisor.  

Ryan earned a BA in Business Administration from Malone
College and an MBA from Cleveland State University. 

[email protected]
42101 Griswold Rd
Elyria, OH 44035
Phone: (440) 876-7298

Colleen served as the Treasurer at Brooklyn City School District.  Prior to coming to the district she worked at Polaris Career Center as the Assistant Treasurer for 6 years.  Colleen started her career at the State Auditor's office working in the LGS section.  While working at AOS she earned her Master's degree at Cleveland State University.  She currently is appointed the Elyria CSD Treasurer. 

[email protected]
212 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0582

Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and has worked at RBC Capital Markets since 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.

Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities.  Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati but remains actively involved in the organization. 

Andrew attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. He is a Registered Securities Representative, registered with the NASD and SEC.

[email protected]
255 East 5th Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0551

Mr. Cashell is a Managing Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and manages Public Finance for Ohio.

Mr. Cashell joined RBC Capital Markets in 2002 after serving as Chief Operating Officer/Chief Information Officer for Cincinnati Public Schools. As COO/CIO, Mr. Cashell oversaw all non-instructional areas for the district. Prior to coming to Cincinnati, Mr. Cashell served for nine years in finance, policy and administrative positions in Delaware state government. His last position there was Associate Secretary of Education for Finance, Policy and Administrative Services. In the latter role, Mr. Cashell acted as the Chief Financial Officer for the State Department of Education.

Mr. Cashell specializes in education and local government transactions including tax increment financing (TIF). Mr. Cashell also administers several large structured pooled financing programs in the State of Ohio.

Mr. Cashell currently holds Series 7, Series 63, Series 53, Series 24 and Series 50 licenses. Mr. Cashell holds Bachelor of Science and Master of Science degrees in Economics from the University of Delaware, specializing in mathematical economics and econometrics.

[email protected]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8331

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. 

[email protected]
3643 Center Rd
Brunswick, OH 44212
Phone: (440) 221-6305

Mark C. Pepera has been a licensed school business official for over 33 years.  He has served as an SBO to a County Board of Education, a Career Center and currently serves as the Chief Financial Officer for the Brunswick City School District and holds an MBA and a bachelor’s degree in Finance. He also holds the credentialed designation of SFO and RSBO and is a lifetime fellow with the International School of Business Management in the U.K.

Mr. Pepera has served in many leadership and committee positions over the years most notably as President to OASBO and ASBO International. In addition, Mr. Pepera has been invited to speak on school business matters throughout the U.S., Canada, the United Kingdom and Australia.     

Mr. Pepera currently resides in Avon, Ohio with his wife Jane and his three school-age children, Maxwell, Isabella, and Katie.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 6142272300

Beverly Meyer is a partner in Bricker & Eckler’s Education Law Group.  She represents K-12 school districts and colleges and universities, focusing her practice on labor and employment issues and advising clients in matters such as collective bargaining and labor relations, employee discipline, harassment investigations, wage and hour claims, and leave and benefits issues.  Beverly regularly litigates in federal and state courts and before administrative agencies. She is an enthusiastic lecturer on matters affecting her areas of practice and has developed and presented employment-related trainings and programs for clients and professional groups on local, state and national levels. Beverly is a current member and past chair of the Ohio Council of School Board Attorneys Executive Committee.  She was selected by her peers for inclusion in The Best Lawyers in America©2021 for Education Law and named to the 2021 Ohio Super Lawyers List in Schools and Education Law. 

[email protected]
215 Looney Road
Piqua, OH 45356
Phone: (937) 606-2962

Jeremie Hittle, SFO is the CFO/Treasurer of Piqua City Schools where he oversees a budget of more than $50 million in public funds. Jeremie is dedicated to providing the best possible educational opportunities for every student, while tightly managing precious community funds. He is very active in state and federal issues concerning education and the potential impact on the students of Ohio.

During his career, Jeremie has received multiple state and national awards including the Ohio Auditor of State Award with Distinction, Certificate of Excellence in Financial Reporting from the Association of School Business Officials International, the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association. Jeremie has over 15 years of experience working both as a social studies teacher and Treasurer/CFO.

[email protected]
32000 Chagrin Blvd.
Pepper Pike, OH 44124
Phone: (216) 831-8600 Ex 6601

Todd Puster has more than 25 years of experience serving as Treasurer and Chief Financial Officer of Ohio school districts. He currently serves as Treasurer/CFO of the Orange City School District. His career includes service as Treasurer/CFO to the following school districts: East Liverpool City, Streetsboro City, Ashland City and West Geauga Local.

Todd has been involved in more than $100 million worth of school construction and renovation projects during his career, including East Liverpool’s $43 million classroom facilities renovation project and $2 million non-classroom facilities program. His foresight in the early days of Ohio’s school facilities program allowed the Streetsboro City School District where he worked to lock in 35% reimbursement share for a comprehensive facilities master plan in 2002. Due to changing demographics in that school district, waiting some 10 years for that school district to take its turn in the program would have resulted in State share of about 15%. This foresight saved local taxpayers more than $15 million for a $68 million project.

Todd has demonstrated a strong commitment to excellence in financial reporting and accountability over his career. The Auditor of State has twice recognized Todd and the school districts he has served for excellence. He received the “Auditor of State Award” for the Fiscal Year 2011-2012, Fiscal Year 2012-2013 and Fiscal Year 2013-2014 East Liverpool City School District audits. He previously received the “Making Your Tax Dollars Count Award.” The awards are among the highest tributes a local fiscal officer can receive from the Auditor of State. These awards recognize Ohio public offices that achieve three

benchmarks: outstanding financial reporting, having no legal non-compliance citations and having no findings for recovery of misspent money.

Todd has worked through his professional organizations on various financial improvement efforts. For example, he was directly involved in a legislative task force that worked out implementing details for what has become the Ohio school district five-year forecast. He is regularly asked to share his expertise about financial forecasting and analysis with various education management groups and community groups. Statewide organizations to which Todd has presented include the Ohio School Boards Association, Ohio Association of School Business Officials and the Buckeye Association of School Administrators.

Todd received his master’s degree in business administration from Kent State University and is an alumni association member. He earned his bachelor’s degree from Ohio University. He has participated in various post-graduate education programs through Ashland University and continuing education programs through professional organizations.

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55 N High Street
New Albany, OH 43054
Phone: (614) 855-2040

Becky started her career as the assistant treasurer for her Alma Mater, Martins Ferry City Schools.  After twelve years she accepted the treasurer/CFO position for the Wellsville Local School District in Northeast Ohio.  Her love of the Central Ohio area found her accepting the assistant treasurer position at the fastest growing school district in the State of Ohio, Olentangy Local Schools.  After a year and a half she was promoted to the Treasurer/CFO role when her predecessor joined Upper Arlington Schools.  The district grew over twice its size to over 16,000 students under her financial leadership.  After nine years with Olentangy Schools she was recruited by the New Albany-Plain Local Schools and has been with this district for three years.  Becky has had the fortune of leading districts considered both wealthy and poor which gives her a unique perspective on the various challenges diverse districts face.

During these career transitions Becky also helped lead OASBO.  She held the offices of Southeast Region Director, Vice-President, President Elect, President and Immediate Past President.  Through the years she has served on numerous committees and continues to serve on the Legislative Committee as well as many focus committees.   Becky is also asked to speak on a variety of topics not only for OASBO seminars but other state organizations as well.  

[email protected]
186 N High St
Gahanna, OH 43230
Phone: (614) 553-5232

Danny has over 15 years of governmental audit and consulting experience. He has significant experience with federal compliance requirements and has served as a technical report reviewer for government and single audits, including auditing clients with federal awards ranging from $1 million to over $300 million. Danny is a frequent presenter on GASB accounting standards and single audits.

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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.

[email protected]
28046 Watson Rd
Defiance, OH 43512
Phone: (419) 395-1111

Beth has over 21 years of experience in education divided between being a classroom teacher, curriculum coordinator, elementary principal, and now superintendent. She is currently a doctoral candidate at the University of Findlay focusing my research on the interaction between games, collaboration, and efficacy.

[email protected]
6480 Rockside Woods Blvd S Ste 300
Independence, OH 44131
Phone: (216) 503-5055

Karrie is a partner with PKM with over 30 years' experience. Serving as general counsel to districts in a wide variety of school and employment  law matters, she provides valuable and experienced assistance, navigating crisis situations and high visibility matters.  Karrie handles real property valuation matters and transactions, business contracts, and construction matters.    

[email protected]
6480 Rockside Woods Blvd S Ste 300
Independence, OH 44131
Phone: (216) 503-5011

Daniel Shisler's practice is devoted to advising boards of education on matters including board policy formation and compliance, general labor and employment/ personnel issues, employment discrimination, workers compensation, unemployment compensation, student/pupil personnel legal issues, residency issues, board policy, and ethics/conflict of interest issues. Daniel has experience representing boards of education in litigation in both state and federal courts regarding employment discrimination, employee discipline, termination and nonrenewal, statutory immunity issues, and student disciplinary appeals.

[email protected]
5577 Airport Hwy
Toledo, OH 43615
Phone: (419) 350-5899

Geoff is President of Palmer Conservation Consulting with over 40 plus years of experience providing school districts with accurate, unbiased advice in navigating the complex market of energy, energy conservation and the endless options of products and services.   Geoff has sat on the owner’s side of the table helping districts identify, plan, implement and fund successful energy saving  projects.

[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]
632 E. First St.
Dayton, Ohio 45402
Phone: 937-877-1919

Rusty Bookman is an Account Executive at Energy Optimizers, USA, focusing on K-12 school districts in southern Ohio.

Before joining the Energy Optimizers, USA Team, Rusty was Superintendent of the Meigs Local School District where he also served as principal, teacher, and coach over a thirty-five-year span.

During his superintendence, he served as the chairman of the board of directors of SEOVEC. He received his B.S. from Rio Grande College in 1981 and his M.A. from the University of Dayton in 1992.

[email protected]
220 Sweetapple Road
Vincent, OH 45784
Phone: 740.678.2366 (114)

A public school Treasurer for almost 10 years, Melcie has established herself as a respected colleague that strives in leadership and collaboration.  A 1993 graduate of Waterford High School, a 1996 graduate of Marietta College with a Bachelor of Arts degree in Accounting, Melcie started her career in the newspaper industry serving as the accountant for the Gannett owned Marietta Times in Marietta, Ohio.  In 1999, she decided to further her education and in 2000, became a graduate of Ohio University with a Master’s of Science in Accounting.

In 2000, Melcie accepted a position with the Local Government Services division of the Ohio State Auditor’s Office, working out of the Athens regional office.  Over the next eight years, Melcie worked with various governmental entities assisting and or completing GAAP (Generally Accepted Accounting Principles) conversions, five-year forecasts, PAFR’s, training of governmental finance officials, and creating training manuals. 

In 2008, Melcie accepted her first Treasurer’s position in her home school district, Warren Local in Vincent, Ohio.   In 2011, Melcie accepted an additional position with Fort Frye Local Schools as their Treasurer and served both District’s through a shared services agreement for 2 years.  Melcie still serves as the Treasurer at Warren Local currently.

Melcie resides in Marietta with her husband of twenty-four years, Phil and two of their children, Kody and Kali.  Their third son, Kyle, resides in Marietta as well with his wife, Abbie.

[email protected]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (216) 225-8548

Ryan Pendleton is the Executive Director of the North
Coast Shared Services Alliance where he coordinates financial and operations
support for northeast Ohio school districts through the Educational Service
Centers of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issues
concerning education and the potential impact on the students of Ohio. He is a
member of the Fair School Funding WorkGroup, co-chairing both the Base Cost and
Analysis and Support Groups.  As an inaugural member of the WorkGroup,
Ryan made significant contributions to creating and advocating for Ohio’s new
state funding formula.  His efforts contributed to the Fair School Funding
Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and
dedicated to serving the community, in particular the students across
Ohio.  Prior to working at North Coast Shared Service Alliance, Ryan was
the CFO/Treasurer of Akron Public and Barberton City Schools and worked
previously as a financial advisor.  

Ryan earned a BA in Business Administration from Malone
College and an MBA from Cleveland State University. 

[email protected]
171 Montclair Ave
Circleville, OH 43113
Phone: (937) 524-4217

Dan Schall joined Bradley Payne Advisors September, 2021. Prior to joining Bradley Payne, Mr. Schall lead the creation and build out of the Shared Resource Center, a council of governments designed to help public entities in Ohio develop and meet their financial goals.  Dan started in corporate communication and finance before serving as a school treasurer for 22 years. 

Dan specializes in long term financial planning for the public sector delivering creative and collaborative approaches to resourcing public projects and building sustainable capital plans.   

Mr. Schall is a Registered Municipal Advisor, registered with the Municipal Securities

Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC). He currently

holds a Series 50 license and is a licensed school Treasurer in the State of Ohio.

Mr. Schall received a Bachelor of Business Administration Degree from the University of Dayton with a concentration in Finance and a Masters in Business Administration from The Ohio State University.

[email protected]
4284 Honeybrook Ave
Dayton, OH 45415
Phone: (419) 276-9923

Laura Sauber has been the Finance Director at the Shared Resource Center since 2016. Through this role, she has worked with many districts in Southwest Ohio and is currently the Treasurer of Centerville City Schools and Valley View Local School District. Prior to being hired at the Shared Resource Center, she was the Treasurer of Sylvania City Schools for 7 years. She started her career as a Treasurer in Northwest Ohio, spending 5 years at Gorham Fayette Local Schools and another 5 years at Edon Northwest Local Schools. 

Ms. Sauber is a graduate of the University of Toledo with a Master of Business Administration degree with a Finance track. She is a member of the Ohio Association of School Business Officials and a past president of the Northwest Ohio Chapter of OASBO.

One of Ms. Sauber’s greatest accomplishments as a Treasurer was leading a team from the Shared Resource Center that guided a district from an “unauditable” designation from the Ohio Auditor of State’s Office into compliance with all auditing standards.

[email protected]
6450 Poe Ave, Suite 110
Dayton, OH 45414
Phone: (937) 524-3797

Tiffany Hiser is the Executive Director of the Shared Resource Center, a Council of Governments created to offer specialized business services for public entities.  Tiffany has over 16  years of experience in the field and is a graduate of the University of Findlay.

[email protected]
59 Peffley St
Germantown, OH 45327
Phone: (937) 623-9215

Valorie Hill is Treasurer at Valley View Local School District in Germantown, Ohio.  Valley View enrollment is approximately 2,000 students and spans 4 different government municipalities.  The district is currently partnering with OFCC building a new K-12 single campus school building.

[email protected]
823 Shadow Oak Bend
Marysville, OH 43040
Phone: 740.412.9526

Cynthia Ritter, is a School Business Consultant with K-12 Business Consulting, Inc. Ms. Ritter has served as a consultant to Ohio Department of Education with the Academic Distress Commissions and Education Reform. She has over 32 years of successful leadership and management experience having been a Treasurer/CFO for several school districts, including Marysville EVSD, Circleville CSD, Bellevue CSD and West Liberty Salem LSD. 

She has been a member of the Education Standards Board Ohio Department of Education, Board President of Ohio Association of School Business Officials (OASBO), served on the Auditor of State Regional Advisory Committee, Board member and treasurer of the Pickaway County Employees Benefit Program, speaker and presenter at numerous OSBA, BASA, OASBO and ASBO seminars. 

She is a member of the Association of School Business Officials (ASBO) – National and International, and is a Lifetime member of Ohio Association of School Business Officials (OASBO). She has received many awards and recognitions including the Rich Unger Professionalism Award, Distinguished Service Award and was a Herb Brum Scholarship recipient.  

In addition to consulting with K-12 Business Consulting, Inc., she also serves as a Grant Consultant to Envision Ed Plus.

[email protected]
4740 County Road 26
Bellefontaine, OH 43311
Phone: (419) 303-8081

Currently Treasurer/CFO of Benjamin Logan. Prior to Benjamin Logan, I was assistant treasurer for Lima City Schools and Fiscal Support/Treasurer for NOACSC, the ITC that serves North West Ohio school districts.  Before public service, I worked in the financial industry for 10 years.

[email protected]
7132 Office Park Dr
West Chester, OH 45069
Phone: (614) 849-2591

Lisa Stevens serves as an Account Development Coordinator at American Fidelity. She brings more than a decade of experience serving solely the education community.

In her role, Lisa works closely with school districts in Ohio and Michigan to help develop employee benefit plans that meet their needs. She often speaks to associations, business managers, and superintendents on topics such as Section 125 Plan Compliance, Patient Protection and Affordable Care Act, High Deductible Plans, HSAs and Public Student Loan Forgiveness.

Lisa is licensed in Life and Health and has her Series 6 and 63 licenses. She is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier. Lisa was recently named the Account Development Coordinator of the year for American Fidelity.

[email protected]
545 Metro Pl S Ste 150
Dublin, OH 43017
Phone: (614) 356-2479

Maggie has a wealth of knowledge in Public Sector Business. She puts her 30 years of experience into practice as she manages a book of business that is primarily made up of Public Sector clients. Maggie understands the challenges faced by Public Sector clients and provides strategic consultation to her clients.  She excels at establishing and managing successful Public Sector Pools. 

[email protected]
1950 North Mallway Drive
Upper Arlington, OH 43221
Phone: (614) 487-5000

Mr. Geistfeld joined the Upper Arlington City SD as Treasurer/Chief Financial Officer in November 2005.  Prior to joining Upper Arlington, he was the Treasurer of the Olentangy Local SD in Delaware County.  Mr. Geistfeld has served in public school districts since 2001 in various capacities. Before working for public schools, he worked in the private sector as a senior manager with the accounting firm, KPMG.

Mr. Geistfeld received a Master of Business Administration from Mount Vernon Nazarene University and a Bachelor of Science in Business Administration from The Ohio State University. He also is a certified public accountant.

He is a Past President of the Ohio Association of School Business Officials (OASBO) and a member in both the Government Finance Officers Association (GFOA) and the Tri-Village Rotary.

[email protected]
5175 Emerald Parkway
4th Floor
Dublin, OH 43017
Phone: 6147645913

Brian returned to Dublin City Schools in the fall of 2016 from the Olentangy Local School District where he served as the Treasurer/CFO from 2013-2016. Prior to becoming the Olentangy Treasurer/CFO, he worked for the Dublin City Schools Finance Department for 10 years. He served as an accountant from 2003-2007, and as assistant treasurer from 2007 to 2013.

Brian's depth of experience, proven track record of taxpayer dollars stewardship, private sector experience, and knowledge of the District puts Dublin City Schools in a great position to move forward.

Brian worked for the Auditor of State of Ohio from 1996-2001, serving as Assistant Auditor and Auditor in Charge. He has private sector experience as a Senior Auditor with Haran, Watson & Company Inc. He served as an Ohio Association of School Business Officials officer from 2009-2013. He holds a B.S. in Accounting and Public Administration from Heidelberg College.

Brian is leading a Dublin City Schools finance staff that has led the way in helping our District earn the highest possible credit rating from Standard and Poor’s, implement several successful cost cutting initiatives, create an innovative staff wellness program, and repeatedly earn the Auditor of State Award of Distinction for clean and accurate financial reporting.

Brian is uniquely positioned to continue to build on the Dublin City Schools foundation and move the District forward into an exciting future.

[email protected]
200 E Wilson Bridge Rd
Worthington, OH 43085
Phone: 614.450;6171

TJ Cusick is the Assistant Treasurer for Worthington City School District. He has been with Worthington for 12 years and worked for a regional CPA firm prior to coming to Worthington. He has been the Treasurer of Worthington Schools since 2019.  He is responsible for the day-to-day operations of the District, including a budget of $175 million, payroll for over 1500 employees, and an investment portfolio of $150 million. He is a licensed CPA in the State of Ohio, an elected school representative for the Ohio GFOA, and recipient of the 2016 OASBO Distinguished Service Award for his service providing continuing education for its members. He is originally from Steubenville, Ohio; married to Stacey, with one son and a killer pug.

[email protected]
1685 S Main St
Springboro, OH 45066
Phone: (513) 504-1857

Treasurer/CFO of Springboro Community City School District for nine years, and served prior as the Assistant Treasurer of Loveland City Schools for 14 years. With a total of 30 years experience in accounting and finance, possessing a bachelor's degree in accounting, and an M.B.A., and currently holds a Treasurer and Business Manager's license through the Ohio Department of Education.  

[email protected]
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.

[email protected]
8050 N High St, Ste 160
Columbus, OH 43235
Phone: (614) 732-5948

Meghan Sullivan-Homsher joined Frontline Education on Feb. 1, 2022. She was previously with the Ohio Department of Taxation and has been a great resource to Ohio schools.  Meghan had been with the Tax Analysis Division of ODT since 2005.  Her responsibilities have included providing analysis of proposed legislation and contributing to department publications.  Meghan’s specific areas of interest include property tax, school district income tax, and state/local revenue sharing. 

[email protected]
P O Box 428
Duncan Falls, OH 43734
Phone: (740) 624-0123

Treasurer/CFO of Franklin Local School District in Muskingum County Ohio for last 8 years and a State Auditor with the Ohio Auditor of State's Office prior to being a Treasurer/CFO. Several years of experience in dealing with all aspects of school finance. 

[email protected]
270 E State St
Columbus, OH 43215
Phone: (614) 309-8587

Dr. Erik Roush is the Executive Director of Financial Affairs for Columbus City Schools.  He has held positions in state and local government during his 20+ year career, serving as a Policy Advisor for Education to Gov. Strickland, Finance Director for the Senate Democratic Caucus, and Chief of External & Legislative Affairs with OSFC.  He holds a MPA from Ohio U. and a Ph.D. from Ohio State.

[email protected]
270 E. State St
Columbus, OH 43215
Phone: (614) 365-6405

Stan Bahorek was appointed Treasurer/CFO for Columbus City Schools August 1, 2014.  Immediately prior to that, he was Senior Public Funds Adviser at Meeder Investment Management in Dublin, Ohio.

Stan has over 20 years of experience as a school treasurer/CFO having served the districts of Norton City, South-Western City, Groveport Madison Local, and Worthington City Schools.  His 17 years of private sector experience include working with a variety of Ohio’s public entities advising them on both debt issuance and the investment of public funds in his roles as underwriter and registered investment adviser during his time with Huntington National Bank, Ehrlich Bober, Productive Portfolios, Productive Capital Management and Meeder Investment Management.

Stan holds a Bachelor of Science degree in Marketing and an MBA degree, both from The Ohio State University with additional post-graduate work at Temple University in Philadelphia and the State University of New York at Buffalo.

[email protected]
3325 Shawnee Rd
Lima, OH 45806
Phone: (419) 302-3848

Maria Rellinger is the current Treasurer/CFO of the Apollo Career Center.  Prior, she was the treasurer for Paulding Exempted Village Schools, Continental Local Schools, and also worked for the Auditor of State of Ohio. 
She obtained a Bachelor degree in Business Administration from Ohio Northern University, and an MBA from the University of Findlay.

[email protected]
15600 Parkland Dr
Shaker Heights, OH 44120
Phone: (216) 406-6985

Bryan Christman is the Treasurer and Chief Financial Officer for the Shaker Heights City School District, a position he has held since October 1999.  Prior to that, Mr. Christman served as the Controller for six years and then the Treasurer for three years for the Cleveland City School District.  Mr. Christman began his professional career in public accounting where he served for twelve years at the former Coopers & Lybrand in Columbus, Ohio.  Mr. Christman, a certified public accountant, has participated in various professional development activities, and has served on the OASBO Legislative Committee, on various committees of the Northeast OASBO chapter, and the Ohio Schools Council Advisory Committee.  Mr. Christman and his wife of 32 years, JoAnn, who are the parents of three Shaker graduates (all off the payroll), reside in Shaker Heights.  

[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.

[email protected]
8050 N High St Ste 150
Columbus, OH 43235
Phone: (614) 840-9810

Amanda Folkman, Senior Technical Support Specialist for the State Software Development Team (SSDT), has been with the State Software Development Team since 2019.  Prior to working with SSDT, Amanda worked in fiscal support at an ITC providing direct support to districts. Amanda holds a Bachelor of Science in Business Management from Case Western Reserve University.

[email protected]
11880 Spiral Pass
Cincinnati, OH 45249
Phone: (260) 602-2233

With over ten years of sustainable building envelope experience, Tremco Roofing Field Advisor Chris Copley has helped schools and other public entities throughout Indiana, Michigan, and Ohio to maximize the service life of their building assets while realizing a superior return on investment. Chris excels at providing solutions that are sound, sustainable, and waterproof.

[email protected]
310 N 2nd St
Coldwater, OH 45828
Phone: (419) 678-2611

Jenn is the Treasurer/CFO at Coldwater Exempted Village School District.

[email protected]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (216) 225-8548

Ryan Pendleton is the Executive Director of the North
Coast Shared Services Alliance where he coordinates financial and operations
support for northeast Ohio school districts through the Educational Service
Centers of Northeast Ohio, Medina, and Lorain Counties.

Ryan is very active in state and federal issues
concerning education and the potential impact on the students of Ohio. He is a
member of the Fair School Funding WorkGroup, co-chairing both the Base Cost and
Analysis and Support Groups.  As an inaugural member of the WorkGroup,
Ryan made significant contributions to creating and advocating for Ohio’s new
state funding formula.  His efforts contributed to the Fair School Funding
Formula being included in the 2022-2023 Biennium Budget.

Ryan is a Leadership Akron Class 32 graduate and
dedicated to serving the community, in particular the students across
Ohio.  Prior to working at North Coast Shared Service Alliance, Ryan was
the CFO/Treasurer of Akron Public and Barberton City Schools and worked
previously as a financial advisor.  

Ryan earned a BA in Business Administration from Malone
College and an MBA from Cleveland State University.