[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, 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, 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]
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]
100 S Third St.
Columbus, Ohio 43215
Phone: 614-227-2353

With a background in business and taxation law, John Flis is a public finance and energy tax attorney who partners with public and private entities to accomplish their project goals. Specifically, John spearheads our Inflation Reduction Act practice and manages bond and economic development matters.

Ensuring that financial transactions occur both smoothly and with all legal considerations addressed, John is familiar with each stage of funding for all types of projects and has been involved in large, complex transactions. He helps both experienced and inexperienced clients fully understand and make informed decisions regarding the details of their matters, from inception to close.

In August 2022, the Inflation Reduction Act became law and overhauled the domestic clean energy industry. Since that time, John has become highly experienced on many of the incentives and tax credits that are available to both public and private entities. He is helping to lead clients through all stages of their clean energy projects, from a project’s inception all the way through claiming the appropriate tax credits after a project is placed into service.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-7735

Jacquelin R. Lewis is a member of the Bricker & Eckler Public Finance group.  While in law school, Jackie served as a Senator on the Inter-Professional Council, Vice President of the Black Law Students Association, Communications Editor of the Ohio State Entrepreneurial Business Law Journal, and a clerk on the Moot Court Governing Board.  She is the former Director of Public Affairs for the Ohio Association of Community Colleges.  Jackie has also served as a legislative aide in the Ohio General Assembly and as a legislative liaison to both the Ohio Attorney General and the Ohio Treasurer of State.   She earned a Bachelor of Arts and her MA/JD from The Ohio State University.

[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]
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]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (330) 646-8775

Andrew Pizzulo joined North Coast Shared Services Alliance in November 2022.  Andrew’s extensive experience in school finance and accounting lends him a unique perspective when it comes to finances.  Andrew is a licensed Ohio school treasurer with a wealth of knowledge in school accounting and best practices.

Andrew previously worked at Akron Public Schools as the Financial Operations Coordinator where he managed the strategic alignment of the Elementary and Secondary Schools Emergency Relief (ESSER) funds to district-wide initiatives.  He provided oversight of the $150 million in funds to ensure the funds were used equitably for all students.   Andrew had also served as the accountant for Akron Public Schools, where he implemented procedures to improve efficiency across the district.  Andrew’s commitment to creating high-level, detailed reports for both internal and external stakeholders was crucial to the decision making of the district.

Andrew had worked as an assistant auditor for the Ohio Auditor of State for several years prior to transitioning to school finance.  There he assisted in the preparation of audit reports at the conclusion of the testing.

Andrew has assisted with the Fair School Funding Plan, preparing presentation materials and assisting treasurers understand the changes to the foundation payments under the new budget.

Andrew obtained his accounting degree from Youngstown State University and is highly involved with Ohio Association of School Business Officials (OASBO).

[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]
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]
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 E 5th St Ste 1000
Cincinnati, OH 45202
Phone: (513) 826-0583

Jake McDonald is an associate in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets.

Jake joined RBC Capital Markets in 2018, after working in asset management at Merrill Lynch and UBS. He provides quantitative and transactional support for municipal entities, as well as research, market updates, and specialized presentation materials. He has served on the banking team for over $2 billion in municipal transactions and provided support in a variety of sectors including school districts, single family housing, local government, counties, higher education institutions, and state level issuers. Jake has been a CFA Charterholder since 2019 and is currently registered with FINRA Series 7, 50, 52, and 63 licenses.

Jake holds a Bachelor of Business Administration from the University of Cincinnati.

[email protected]
757 S Lebanon Rd
Loveland, OH 45140
Phone: (513) 312-8478

John Espy is currently the Treasurer and Chief Financial Officer for Loveland City Schools. Prior, he was at the Milford Exempt Village School District, having also served as Treasurer/CFO and before that in both Miamisburg City School District and in the Clermont Northeastern Local School District.  Prior to his appointments as a Treasurer/CFO, he served as a Financial Software Specialist and Coordinator of Fiscal Applications at the Hamilton Clermont Cooperative (HCC) located in Loveland, OH.  In this role, Mr. Espy developed and led training sessions for over 42 school districts in southwest Ohio.  He also served as the team lead for the implementation and training of the state software redesign accounting and payroll software as well as Powerschool’s eFinancePlus applications at HCC.  Mr. Espy worked closely to configure and utilize third party software such as EDGE printing solutions, Bonefish Systems fraud prevention software, Strategic Solutions’ SCView, and OnBase by Hyland.  

[email protected]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8389

With more than 20 years’ experience, Mike’s practice emphasizes acting as bond and disclosure counsel in public finance transactions for counties, cities, villages, school districts, townships, libraries and other political subdivisions. He also regularly serves as counsel to underwriters and direct purchasers in such transactions. Mike’s practice also includes providing advice and counsel to political subdivisions in a variety of areas such as school law, contracting, election, ethics, sunshine law, special assessment, income tax, intergovernmental cooperation and agreement, municipal charter and other matters. He has significant experience in drafting State legislation on behalf of clients. Mike is a frequent presenter, both in person and by webinar, on these and other topics and is a co-author of Thomson Reuters’ Ohio School Law.

Prior to finding his true calling as a bond lawyer, Mike worked as an accountant and, in 1989, passed the Uniform Certified Public Accountant Examination.

[email protected]
127 Public Square
Suite 4900
Cleveland, OH 44114
Phone: (216) 479-8395

Ryan Callender’s experience includes serving as bond counsel, counsel to credit enhancers, underwriters, trustees and public issuers in a variety of conventional and capital market public debt financings. Ryan is experienced in general obligation debt, revenue bond debt, tax increment financing, special assessments and certificates of participation. He also has experience with a variety of industrial development revenue bonds, housing revenue bonds, water and sewer revenue bonds, conduit financings and 501(c)(3) bonds.

One of Ryan’s primary areas of focus is in the structuring of water and sewer revenue debt financing. Ryan has served as bond counsel, underwriter’s counsel and disclosure counsel for a variety of water and/or sewer entities throughout the country. In addition, Ryan has experience serving as bond counsel and underwriter’s counsel for various state revolving funds including serving as bond counsel to the Ohio Water Development Authority for more than US$1 billion of bond and commercial paper issues. Ryan is also an active member of and frequent speaker for the Council of Infrastructure Financing Authorities (CIFA). Ryan is an active member of the National Association of Bond Lawyers and currently serves as chair of the Board of Trustees of Lakeland Community College.

[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799

  Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions.  Allison has also served as bond counsel on 501(c)(3) and health care conduit financings. 
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017.  Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee.  Allison also serves on the board of Women in Public Finance – Ohio Chapter.  She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission.  In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.

[email protected]
30 W Spring St
Columbus, OH 43215
Phone: (614) 466-6290

Joey DiOrio is a Planning Manager for the Ohio Facilities Construction Commission, assisting school districts with their capital facility projects through facility assessments and master planning. Joey holds a Bachelor of Science in mechanical engineering from Ohio Northern University. Prior to his time at the Commission, he served as an Operations Engineer for the Metropolitan Sewer District of Greater Cincinnati, and as an Applications Engineer for Vertiv Inc. 

[email protected]
30 W Spring St Fl 4
Columbus, OH 43215
Phone: (937) 402-1586

Deb Lawwell is OFCC's K-12 Accounting and Compliance Administrator. She has over 25 years working in educational accounting and has held a Treasurer’s License for 15 years. At OFCC, Deb is responsible for reviewing quarterly OAKS CI reconciliations, financial closeouts, reviewing quarterly desk reviews, and reviewing and approving memorandums of understanding for Locally Funded Initiatives (LFI MOUs). Working with OFCC project managers and treasurers she assists in identifying and correcting any financial issues identified during the OFCC-funded facilities project. Additionally, she’s developing job aids and training for district treasurers. Deb graduated from Wilberforce University with a bachelor’s degree in Organization Management as well as an associate degree in accounting from Southern State Community College.  

[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]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (330) 388-7141

Bill Andexler, a transportation consultant, joined NCSSA in May 2023. Formerly the Coordinator of Transportation for Akron Public Schools, he's known for his innovative approaches in school transportation in Ohio. Recognized for his safety enhancements, Bill was awarded OASBO's Transportation Director of the Year in 2023. He holds a Master of Transportation Administrator certification from OSBA. 

[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]
757 S Lebanon Rd
Loveland, OH 45140
Phone: (513) 312-8478

John Espy is currently the Treasurer and Chief Financial Officer for Loveland City Schools. Prior, he was at the Milford Exempt Village School District, having also served as Treasurer/CFO and before that in both Miamisburg City School District and in the Clermont Northeastern Local School District.  Prior to his appointments as a Treasurer/CFO, he served as a Financial Software Specialist and Coordinator of Fiscal Applications at the Hamilton Clermont Cooperative (HCC) located in Loveland, OH.  In this role, Mr. Espy developed and led training sessions for over 42 school districts in southwest Ohio.  He also served as the team lead for the implementation and training of the state software redesign accounting and payroll software as well as Powerschool’s eFinancePlus applications at HCC.  Mr. Espy worked closely to configure and utilize third party software such as EDGE printing solutions, Bonefish Systems fraud prevention software, Strategic Solutions’ SCView, and OnBase by Hyland.  

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

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

Nory.Gonzalez equitable.com
525 Washington Blvd Ste 34
Jersey City, NJ 07310
Phone: ( 513) 264-2105

Background: 
- 20+ years in the financial services industry
- FINRA Series 7, 63
- B.A. from State University of New York at Albany

Knowledge and Experience:
- New business development in higher education, healthcare, K-12 and not-for-profit/501(c)(3) markets
- Employer retirement benefit strategies, 403(b), 457(b) and 401(a) plans
- Investment options and multiple recordkeeping platforms

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308

Robert F. McCarthy is an Associate with Bricker & Eckler in Columbus and has extensive experience working with public clients regarding economic development districts and special purpose districts.  He was an assistant attorney general under Ohio Attorney General Richard Cordray.

[email protected]
504 Fernwood St
Delta, OH 43515
Phone: (419) 822-3391 ext 5103

Matt Feasel has been facing the issues of school finance for over thirty-seven (37) years now.  Currently he is serving as CFO/Treasurer of the Pike Delta York Local School District in Northwest Ohio.  Prior to that, Matt’s professional path has taken him through the Perrysburg Exempted Village, Hilliard City, Fremont City and Elmwood Local Schools.

[email protected]
927-A South Street
Pataskala, OH 43062
Phone: (740) 927-3941

Mr. Jones has served as Treasurer of the Southwest Licking Local School District since 1999.  Prior to coming to Southwest Licking, he worked for the State of Ohio Auditors Office for six years.  Mr. Jones received his Bachelor of Science in Accounting from Heidelberg University and his Masters Degree from Ashland University.  He is a member of the Ohio Association of School Business Officials, and the Government Finance Officers Association.

[email protected]
385 Circleville Ave
Ashville, OH 43103
Phone: (740) 983-5000

Trey serves as the Treasurer/CFO of Teays Valley Local Schools, located in parts of Pickaway, Fairfield, and Franklin counties. Trey is also a non-voting member of Pickaway Progress Partnership, which is the economic development agent for Pickaway County and its municipalities.

[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]
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]
7733 Stone Rd
Independence, OH 44131
Phone: (216) 642-5852

Tom Dreiling oversees the business and operations for Independence Local Schools. He also handles the Human Resources operations for classified employees. Tom has served as a principal, assistant principal, and a teacher. He holds a green belt in Lean Six Sigma. Tom provides leadership training throughout the country for teachers who are implementing grade-level transition programs.

[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]
6638 Mill Rd
Brecksville, OH 44141
Phone: (440) 740-4020

Craig Yaniglos began his career as a Treasurer/CFO in 2017 at Brookfield Local School District (BLSD), and briefly the Treasurer/CFO of BLSD and Niles City Schools (2019) before accepting his current position at Brecksville-Broadview Heights CSD.  Craig's career began by inheriting a district under the fiscal emergency designation for 4 years and quickly turned the district around in 10 months to remove its emergency designation.  He was later asked to perform shared services with Niles City Schools, which was under fiscal emergency designation for a little over a year, and began the process of restoring fiscal integrity.  Shortly after undertaking two districts though, Craig was recruited and hired by Brecksville-Broadview Heights CSD in February of 2020 where he is currently the Treasurer/CFO.

[email protected]
1300 E 9th St
Cleveland, OH 44114
Phone: (216) 687-3372

Christina is a partner who focuses her practice on education law.  She provides counsel to boards of education on numerous matters including student discipline, employee grievances, employee evaluation and discipline issues, the First Amendment, public records requests including Sunshine Laws, records retention policies, social media issues, residency and custody disputes, and the drafting and implementation of board policies.

[email protected]
1300 E 9th St
Cleveland, OH 44114
Phone: (216) 687-3366

Miriam’s practice focuses on school law, ranging from primary to post-secondary levels. She advises clients on issues related to special education, labor and employment, bullying/harassment, employment discrimination, student discipline, and disability accommodations. She also focuses on constitutional rights, policy drafting and implementation, and public records requests. Her special education experience includes staff training, ETR and IEP meetings, and document review for compliance.

[email protected]
18199 Cook Avenue
Strongsville, OH 44136
Phone: (440) 572-7021

George Anagnostou became the Treasurer/CFO for the Strongsville City School District in 2015.  Anagnostou has eighteen years’ experience in government accounting.  Prior to working at Strongsville City Schools, Anagnostou spent seven years at the Cleveland Metropolitan School District (CMSD).  Anagnostou spent his first two years at CMSD as the Manager of Cash Management and Financial Reporting, and the remaining five years as the Executive Director of Budgets and Grants.  In that role, Anagnostou developed and oversaw a $732 million general fund budget.  Prior to his time at CMSD, Anagnostou spent six years as a Project Accountant for the State of Ohio Auditor's Office – Local Government Services Division.

Anagnostou graduated from Youngstown State University in 2003 with a Bachelor of Science in Business Administration.  He completed a Strategic Data Project Fellowship in conjunction with Harvard University in 2014.  The two-year program develops data strategists in school systems, state education departments, and nonprofit providers.

 Throughout his career, Anagnostou has received the following recognitions: OASBO Distinguished Service Award NE Region, Auditor of State Award with Distinction, ASBO Meritorious Budget Award, ASBO Certificate of Excellence in Financial Reporting, and GFOA Certificate of Achievement for Excellence in Financial Reporting. 

[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]
391 E Columbus St
Saint Henry, OH 45883
Phone: 419-678-4834 ext. 2104

Jennifer Bruns is the Treasurer/CFO for St. Henry Consolidated Local Schools where she has served since January 2016. Prior to coming to St. Henry Consolidated Local Schools, Jennifer served as the Chief Financial Officer of Riverside Local School District in Logan County. Before beginning a career in school finance, Jennifer spent fifteen years working for the Ohio Auditor of State's Office and supervised numerous financial audits.

Jennifer has been active in OASBO for many years. She is a past President of the West Central OASBO Chapter, and currently serves as the Chair of the Auditor of State OASBO Committee and as the Northwest Regional Director on the OASBO Board of Directors.  Jennifer is a graduate of Bluffton University with a Bachelor Degree in Accounting. 

[email protected]
25 S Front St
Columbus, OH 43215
Phone: (614) 752-1561

Elena Sanders is a Financial Manager at the Ohio Department of Education Office of Budget and School Funding. Prior to coming to that office she was an Assistant Director in the Office of Federal programs. She has an Ohio Treasurer’s license and Master’s Degree in Educational Administration and Supervision.

[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.

[email protected]
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]
98 Commerce Park Drive
Westerville, OH 43082
Phone: 6144319116

Katie Johnson is the Deputy Executive Director of the Ohio Association of School Business Officials (OASBO). Prior to joining OASBO, she practiced as a public finance attorney, serving as bond counsel and underwriter’s counsel in debt and lease financings, and as general counsel for Ohio political subdivisions, particularly school districts. 

In addition, she has experience working with school districts throughout Ohio on bond issues, note issues, leases, contracts, tax levies, public records, and other matters of concern to school business officials. 

As OASBO’s Deputy Executive Director, she serves as in-house legal counsel, keeping staff and OASBO members abreast of legal and regulatory compliance issues in school business.

Prior to beginning her legal career, Katie was a middle school mathematics teacher. She has continued to work with school district throughout her career as a public finance attorney and now as OASBO’s Deputy Executive Director.  Katie is currently the President of Ohio Women in Public Finance.

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

Brent Ramdin, spent the last two decades creating technology solutions that impact students, educators and administrators in education. His passion is purpose aligned to improving educational outcomes, developing student information systems at Anthology, learning management systems, and creating the nation’s largest college and career planning community as the President of Encoura, a division of ACT. Brent was also the President of Lockstep Technology group, the largest provider of infrastructure, cybersecurity and classroom technology solutions to K-12 districts in the Southeast. As the CEO of DataServ, Brent adopts it’s mission to ensure that districts can focus on their students and educators with the right technology solutions in place.

[email protected]
3714 Campbell St Ste B
Sandusky, OH 44870
Phone: (419) 625-1261

Mike currently serves as the Treasurer/CFO for Perkins Local Schools, a district of 1,800 students with an all funds budget of $35 million. Prior to joining the district, Mike held roles in both the public and private sectors, serving in multiple administrative capacities for the City of Huron and as a municipal bond advisor for Sudsina & Associates. Mike has dedicated his career to community advancement by prioritizing strategic resource allocation, strategic planning, and thorough financial analysis. 

[email protected]
175 South Third Street
Suite 230
Columbus, OH 43215
Phone: (614) 227-3792

Patrick King joined Stifel in March 2009 after working with several other national public finance firms since entering the public finance business in 2001. Mr. King has worked on hundreds of short and long-term bond issues with a par amount in excess of $4 billion. His experience includes bond issues for cities, school districts, libraries, counties, special districts, authorities and park districts. Mr. King has made Ohio school finance a focus area of his career and has been engaged by dozens of Districts across Ohio to work on financings. Prior to his investment banking career, Patrick worked in local government in central Ohio. Patrick holds his Masters of Public Administration from The Ohio State University and a Bachelor of Arts from the University of Dayton. Patrick is a general securities representative (Series 7). Patrick is active in the central Ohio community and currently serves on the Board of Trustees for the Solid Waste Authority of Central Ohio, The Franklin County Hospital Commission and the Friends of the Columbus Metropolitan Library.

[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]
28 W Jackson St
Millersburg, OH 44654
Phone: (330) 674-3556

Jamie Mullet has been the CFO/Treasurer of West Holmes Local Schools for 20 years.  She serves on the ODE Education Finance Committee.  She previously served as Co-Chair of the Ohio eFinance Plus User Group Board. 

[email protected]
936 Eastwind Dr Ste 200
Westerville, OH 43081
Phone: (614) 797-5768

Nicole is the Treasurer/CFO of Westerville City Schools. Prior to Westerville, she served as the Treasurer/CFO of Fairborn City Schools, Assistant Treasurer at Kettering City Schools and as a Project Accountant with the State Auditor's Office. She has also served as an officer for the Miami Valley local chapter of OASBO and as a board member of OASBO's Foundation Board.

[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]
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]
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]
200 E. Wilson Bridge Rd.
Worthington, OH 43085
Phone: (614) 450-6037

Jeff Eble has been a school business manager for 30 years in 4 school districts with nearly 1.4 million square feet of new construction and a half million + of renovation/major capital construction, and has worked with numerous legal firms, architects, construction managers, superintendents, boards of education, citizen groups, etc.

[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 N High St, Ste 160
Columbus, OH 43235
Phone: 614-397-0231

Ernie Strawser, Senior Vice President with Forecast5, has over 30 years of public finance experience as a CFO, consultant, and developer and instructor of forecasting techniques and tools.  Ernie works with clients to facilitate their understanding of local financial results, trends, and strategies. Prior to joining Forecast5, Ernie was a consultant for Public Finance Resources, and Treasurer/CFO at Norwood City School District in Hamilton County. He holds both a Master’s degree in Administration from Central Michigan University and a Bachelor’s degree in Finance from Ohio University.

[email protected]
7840 Graphics Way
Lewis Center, OH 43035
Phone: (740) 657-4050

Ryan Jenkins currently serves Olentangy Local School District as their CFO/Treasurer, where he oversees the financial operations of one of the fastest growing districts, and 4th largest in Ohio.  A position he has held since October 2022.  Prior to taking the position at Olentangy, Mr. Jenkins served in a similar role for Pickerington Local, Greenon Local and Graham Local schools, as well as other administrative and teaching positions.  He has a Bachelor of Science in Business Administration and a Master of Arts in Educational Administration from the Ohio State University.

[email protected]
750 S 4th Ave
Sidney, OH 45365
Phone: (937) 494-2078

Mike Watkins serves as the CFO/Treasurer of Sidney Schools in Ohio, a position he has held for 17 years since 2007.  He started his career in public service as the Treasurer/CFO of Jackson Center Local Schools where he served for 7 years.  Mike's financial career started with USBank where he served in roles as commercial lender, treasury management and controller for 15 years. Mike holds a Bachelor of Science Degree in Business Administration from The Ohio State University.

[email protected]
7840 Graphics Way
Lewis Center, OH 43035
Phone: (740) 657-4027

Jeff earned his BS in business management from Hiram College and is a licensed Ohio Public School Business Manager with over 17 years of proven business management experience including 9 years as Director of Business Management of Olentangy Local Schools and 3 years as Director of Business Affairs for Crestwood Local Schools.  Jeff’s school business experience ranges from a district with 4 schools and 1,600 students to a district with 23 schools and over 18,000 students. Jeff has extensive experience in capital and facility mid-term and long-term planning with the Olentangy Local School District which has been the fastest growing school district in Ohio over the last decade creating extreme demands for facility construction, renovation and maintenance.  Jeff   is associated with K-12 Business Consulting to provide intermediate and long-term capital planning for equipment, furniture, vehicle replacement, facility maintenance and repair.  He will work with your school district to develop a capital plan itemizing these needs to assist in prioritizing or demonstrating need for Permanent Improvement funds, Bond Issue Capital funds, or the most efficient allocation of limited General Fund resources to maintain facilities.

[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. 

[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]
7965 North High Street, Suite 150
Columbus, OH 43235
Phone: (614) 431-5090

Terry Harrell has over 30 years of experience in the financial services industry, specializing in 403(b) and 457 plans. As Voya’s Ohio Valley Regional Vice President for Tax-Exempt Markets, he is responsible for new business and on-going service for public schools throughout central and southern Ohio. Terry is a graduate of Bowling Green State University and resides in Dublin, Ohio.

[email protected]
625 S Yearling Rd
Whitehall, OH 43213
Phone: (614) 417-5006

Mrs. Griffith has 21 years of experience in Ohio public school district finances. Prior to Whitehall, she served as the Assistant Treasurer of Olentangy Local School District, a position she held for over 5 years. She began her career in school districts at Circleville City Schools where she was Assistant Treasurer for 9 years before going to Dublin City as Certified Payroll Clerk, then Payroll Supervisor at Chillicothe City Schools, and treasurer at Belpre City Schools. Mrs. Griffith received a bachelor’s degree in business administration from DeVry University, Columbus, Ohio.

[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]
391 E Columbus St
Saint Henry, OH 45883
Phone: 419-678-4834 ext. 2104

Jennifer Bruns is the Treasurer/CFO for St. Henry Consolidated Local Schools where she has served since January 2016. Prior to coming to St. Henry Consolidated Local Schools, Jennifer served as the Chief Financial Officer of Riverside Local School District in Logan County. Before beginning a career in school finance, Jennifer spent fifteen years working for the Ohio Auditor of State's Office and supervised numerous financial audits.

Jennifer has been active in OASBO for many years. She is a past President of the West Central OASBO Chapter, and currently serves as the Chair of the Auditor of State OASBO Committee and as the Northwest Regional Director on the OASBO Board of Directors.  Jennifer is a graduate of Bluffton University with a Bachelor Degree in Accounting. 

[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]
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]
280 N High St
Columbus, OH 43215
Phone: (330) 592-3946

Joe has been involved in implementing energy conservation measures (ECMs) in public buildings since 2017.  he’s led the development and implementation efforts of over $25M in public facility ECMs.  Today, Joe uses his industry experience and knowledge to assist public entities (schools, cities, and counties) in the procurement and quality control/assurance of facility capital improvements.

[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]
1609 N. Summit, Treasurer Office
Treasurer Office
Toledo, OH 43604
Phone: 419-671-0530

Ryan Stechschulte has been the Treasurer/Chief Fiscal Officer of the Toledo City School District since July 2015. Mr. Stechschulte has more than 20 years of experience in the fiscal management of Ohio public schools. Mr. Stechschulte has held the position of Treasurer/Chief Financial Officer for Lima City Schools in Allen County, Ottawa Hills Local School District in Lucas County, Patrick Henry Local School District in Henry County, and the Ada Exempted Village Local School District in Hardin County. Mr. Stechschulte is a past president of the Ohio Association of School Business Officials and has held numerous leadership positions within the Northwest Region of the Ohio Association of School Business Officials. Mr. Stechschulte previously served as an auditor for the State of Ohio.

[email protected]
1609 N Summit St
Toledo, OH 43604
Phone: (419) 671-0431

Bob Mendenhall has served the students, staff and community for Toledo Public Schools since August of 2002.   Bob currently supports Facilities, Transportation, Food Service and Print shop as well as all major district construction related projects.  

[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]
8864 Def Henry Co Line Rd
Defiance, OH 43512
Phone: (614) 499-4725

After 31 years as Treasurer/CFO of NwOESC, Dorthy joined the Department of Education as a fiscal consultant in 2016. She uses her experience as a treasurer to provide technical assistance to school districts experiencing fiscal distress, including districts in fiscal caution, fiscal watch and fiscal emergency. She served on multiple OASBO committees over her career.

[email protected]
6638 Mill Rd
Brecksville, OH 44141
Phone: (440) 740-4020

Craig Yaniglos began his career as a Treasurer/CFO in 2017 at Brookfield Local School District (BLSD), and briefly the Treasurer/CFO of BLSD and Niles City Schools (2019) before accepting his current position at Brecksville-Broadview Heights CSD.  Craig's career began by inheriting a district under the fiscal emergency designation for 4 years and quickly turned the district around in 10 months to remove its emergency designation.  He was later asked to perform shared services with Niles City Schools, which was under fiscal emergency designation for a little over a year, and began the process of restoring fiscal integrity.  Shortly after undertaking two districts though, Craig was recruited and hired by Brecksville-Broadview Heights CSD in February of 2020 where he is currently the Treasurer/CFO.

[email protected]
309 N Rhodes Ave
Niles, OH 44446
Phone: (330) 989-5095

Rhonda Baldwin-Amorganos has been a CFO/Treasurer since December 2004 and has been employed at Niles City School District since February 2020. She began her career at Warren City Schools prior to earning her BSBA (Human Resources) in 2003 from Youngstown State University and has worked in five school districts in Trumbull County since 1989.

Upon being hired, Rhonda assisted Niles in obtaining fiscal solvency. Niles was declared on February 2019 and was subsequently released on January 2022.

Rhonda and her husband Nicholas reside in Warren, Ohio and have five children and eight grandchildren.

[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.

[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]
6805 Avery Muirfield Dr Ste 101
Dublin, OH 43016
Phone: (614) 487-5000

Kathryn helps to design benefit packages that create equitable strategies for both employers and employees while enhancing employee retention and recruitment as well as containing long-term cost increases.

[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]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (216) 244-2023

Renee Brunner joined North Coast Shared Services Alliance in July 2023 as the Payroll Manager.   She is responsible for helping member districts with payroll processes, to include training of payroll personnel and payroll services in the event a district needs additional payroll support.  

Prior to joining NCSSA, Renée has 24 years of payroll experience beginning with LNOCA (now Connect) in the fiscal department.  She has worked in the payroll departments of Garfield Hts., Cuyahoga Hts., Polaris Career Center, and Revere Local Schools and has helped several districts in need of payroll support and training of payroll employees.

[email protected]
6393 Oak Tree Blvd
Independence, OH 44131
Phone: (330) 347-6273

Deb recently joined the North Coast Shared Services Alliance to provide additional support to district Treasurer’s offices on an as needed basis.  Deb retired from her Assistant Treasurer position in Westlake City Schools this past January.  Although the initial plan was to relax and enjoy retirement, there was a district in need of additional support during a transition time and Deb simply couldn’t ignore a district in need.   

Deb has over 30 years of school finance experience with a concentration in payroll.  Upon receiving her Bachelor’s in Accounting, she worked for many years as a Public Accountant.  Deb went on to work for publicly held corporations as well as privately owned businesses, gaining an overview of finances and payroll from many different perspectives.  Ultimately, Deb found school finance and in particular school payroll fulfilled her passion to problem-solve and teach others to do the same.   Deb is delighted to share some of her experiences and knowledge gained through those various avenues with you today in this session.

[email protected]
550 Milan Ave
Amherst, OH 44001
Phone: (440) 988-8018

Amelia Gioffredo is the Treasurer/CFO in the Amherst Exempted Village School District. Amelia oversees the Treasurer's Office and is directly responsible for Amherst's financial operations. Before coming to Amherst, Amelia was the Treasurer/CFO of Fremont City Schools for over three years.  Previously, she served as Assistant Treasurer at Strongsville City Schools for five years.

Amelia received her undergraduate degrees from Bowling Green State University, earning a Business degree in Accounting and Arts & Sciences degree in Fashion Merchandising.  She is currently attending Baldwin Wallace University, working towards an MBA in Business Analytics. Amelia has been involved in OASBO, and has served on a number of committees, served as Chapter officer and committee chair. 
Amelia is the proud mother of Joey and Ben, who are very active teenagers who love the outdoors.  When not working, she is often taking them to skate parks to ride scooters and trick bikes.

[email protected]
550 Milan Ave
Amherst, OH 44001
Phone: (440) 988-1980

Doug Cogdell has been a Technology Director for over 22 years and is currently the IT Director of the Amherst Exempted Village School District. He holds multiple Microsoft and Google Certifications. He has presented at the International Society for Technology in Education (ISTE) as well as being an advisor on the 2015 Google Educational Panel in Mountain View California.

[email protected]
550 Milan Ave
Amherst, OH 44001
Phone: (440) 988-1988

Professionally, Matt has carved a niche for himself in the dynamic realm of information technology. Currently serving as the IT Technician and Security Compliance Manager for Amherst Schools, he plays a pivotal role in ensuring the seamless functioning and security of the educational institution's digital infrastructure. His dedication to safeguarding sensitive data and ensuring the smooth operation of IT systems has positioned him as a trusted and indispensable member of the organization.

Before assuming his current role, Matt served as the Director of IT for Elyria Catholic, where he honed his skills and garnered invaluable experience. In this capacity, he demonstrated leadership and strategic vision, overseeing the technological landscape of the institution and steering it towards modernization. 

[email protected]
8525 Friendsville Rd
Lodi, OH 44254
Phone: (330) 948-2500

Jim is a shared service Treasurer for Cloverleaf LSD for the past 13 years and New London LSD for 9 years. He also worked for AOS with in the Performance Audit Division prior to becoming a treasurer. Jim is a graduate of Ashland University in Business Administration.  Process improvements is major focus within the his office to help improve efficiencies while lowering the risk of fraud or abuse. 

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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.

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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. 

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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]
100 South Third Street
Columbus, Ohio 43215
Phone: 614-227-2346

Jeff Knight is an education attorney with experience litigating on behalf of, and providing counsel to, colleges, universities and other public entities. His practice is varied and includes assisting clients in navigating various data governance regulations, including FERPA, HIPAA, FCRA and GDPR, as well as matters arising under the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act and Title IX. Additionally, Jeff has successfully led clients through investigations initiated by state and federal agencies.

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533 Dayton St
Hamilton, OH 45011
Phone: (513) 887-5000

Dustin Mundey graduated from Miami University where he studied accounting, MIS, and obtained a Master of Arts in Teaching. He spent the next 13 years teaching high school mathematics. In 2019, he took a new role as an Instructional Technology Coach. During the pandemic, he oversaw a Virtual Learning Institute which led him to take on his current role as Executive Director of IT.

[email protected]
811 Jefferson Street
Port Clinton, OH 43452
Phone: (419) 732-2102

Jeffrey Dornbusch has been the treasurer at Port Clinton City Schools since Jan. 2009. Before that he was at Benton Carroll Salem Local School District from 2001-2009.

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101 West St
Monroeville, OH 44847
Phone: (419) 357-0818

Jude was the Erie County Auditor from July 1998 – July 2005. During his time in office, he also acquired a significant amount of experience in school funding.  Jude left the Auditors office to become the Treasurer/Business Manager of Margaretta Local School District.
Jude has served in the capacity as a School Treasurer for four (4) School District. He has over sixteen (16) years of experience as a School Treasurer. 

Jude has worked on and off for Appraisal Research from August of 2018 through September 2022. He worked with the Operations and Project managers to oversee the management of projects.  More recently, he was the Director of Industrial, Commercial and Exempt Properties Division. He also has been involved with representing the County Auditors with Informal Meetings, Board of Revision hearings. 

Jude has been an active participant in the Legislative Committee assigned to find solutions for the purpose of developing an acceptable approach to the Market Value of Low-Income Housing Tax Credit properties.

In 2023, Jude established a Limited Liability Corporation named Ad Valorem Tax Resources.  The purpose of the organization is to consult with mass appraisal companies, County Auditors, School Boards and Taxpayers in Ohio.  

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1500 W 3rd St Ste 300
Cleveland, OH 44113
Phone: (216) 687-3384

Peter is a Weston Hurd Partner who focuses his practice on Labor and Employment and education law.  He represents both private and public sector clients in a wide range of labor and employment matters and represents school districts and boards of education throughout Ohio. Prior to pursuing a career in law, Peter served as a social worker.

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1300 E 9th St
Cleveland, OH 44114
Phone: (216) 687-3371

James is a Weston Hurd Partner who has considerable experience in the fields of labor and employment and education law. He advises clients on matters related to contract disputes, collective bargaining, due process claims, public record request compliance, and policy drafting. He also has managed and assisted with several cases from the initial phases of discovery through trial.

[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]
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.

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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. 

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500 S Dixie Dr
Vandalia, OH 45377
Phone: (937) 415-6407

Eric is the Treasurer at Vandalia-Butler City Schools. Beavers has been in education for 25+ years and a school treasurer for 20+ years. He served as Fairborn’s CFO for four years. Prior to Fairborn, he worked for Springboro Community Schools, Defiance City Schools District, Anthony Wayne Local Schools, Gorham Fayette Local Schools, and Stryker Local Schools.

[email protected]
175 S 3rd St Ste 290
Columbus, OH 43215
Phone: (614) 246-2156

Lisa has 20+ years of in-depth experience in the areas of law that have immediate impact, direct value, and tangible benefit to public schools. Her education law practice includes labor negotiations, labor relations, arbitration, grievance processing, reductions in force, employee discipline, termination and appeals, Title IX complaints, student issues, Sunshine Law, and constitutional issues.

[email protected]
9190 County Road 9
Findlay, OH 45840
Phone: (419) 422-8526

Lisa Dobbins has worked in a fiscal officer/fiduciary role for public entities in Ohio for over two decades, including serving as the Business Manager for the Hancock County Board of Developmental Disabilities, and as the Treasurer for the Liberty-Benton Local School District.  During Lisa’s career in the public sector, she has participated in collective bargaining with several different unions, including local unions represented by the OFT, the Teamsters, and OAPSE.  Lisa has direct experience working through the employer side of two different union organizing campaigns involving two different unions:  Teamsters and OFT.  Particularly unique to Lisa’s collective bargaining experience is she was a member of the District negotiating teams when the employer negotiated a merit-based compensation system with all three employee unions and implemented furlough amidst budget constraints.   

[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]
255 East Fifth Street
Suite 1900
Cincinnati, Ohio 45202
Phone: 513-639-9213

Reginald is a partner at Dinsmore & Shohl LLP in the firm’s public finance practice group.  He works with various state and local government entities, including cities, villages, townships, counties and school districts, in issuing tax-exempt and taxable debt obligations as bond and underwriter’s counsel. In addition, Reginald also works with many 501(c)(3) entities, healthcare organizations and private universities in conduit financings. Reginald also works with clients with respect to continuing disclosure matters and related SEC/MSRB matters and has also served as issuer’s counsel on various PACE financings in Ohio.  Reginald received his BA in political science from Xavier University and his JD from The Ohio State University. Reginald is licensed to practice law in Ohio.

[email protected]
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.

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PO Box 884
Dublin, OH 43017
Phone: (614) 376-5800

Since 1994 Roger has been perfecting best practices in unemployment cost control. His extensive training and experience have positioned him to successfully manage all aspects of unemployment programs in all U.S. states and various territories. Roger regularly leads training sessions for employers that provides valuable insight on how to successfully implement unemployment cost control strategies. Currently, Roger is a member of the World Speakers Association, the American Professional Speakers Association, the Ohio Speakers Association, and the International Association of Workforce Professionals.

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3529 N State Route 48
Lebanon, OH 45036
Phone: (513) 479-8949

Cathy started her  public career at Princeton City Schools in 2005. She's worked at Lakota LSD and at Ross LSD.  Currently, she is the proud Treasurer of the Warren County Career Center since 2015.  Cathy loves being a part of Career Tech education and the different perspective and challenges it offers, but can draw upon her diversified K-12 experience when needed. 

[email protected]
1714 West Galbraith Road
Cincinnati, OH 45239
Phone: (513) 421-2540

Ms. Wessendorf-Wortman is an attorney with Ennis Britton.  Before practicing school law, Ms. Wessendorf-Wortman worked in liquor law helping business entities obtain and keep their liquor licenses.  She is a frequent presenter around the state discussing a variety of topics including anti-discrimination laws, employment practices, ethics for public employees, human resource essentials, student discipline matters and other legal updates impacting education that occur annually.

Ms. Wessendorf-Wortman practices in several areas of law concerning school districts, including labor and employment issues, special education, student discipline, transgender student matters, BWC and unemployment matters and general school law practice.

[email protected]
175 S Third St, Ste 1250
Columbus, OH 43215
Phone: (614) 264-3022

Marvin is a director and municipal advisor within the public sector practice group. 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.

[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]
160 S. Hamilton Road
Gahanna, OH 43230
Phone: 614-478-5530

Scott is the Treasurer/CFO for Gahanna-Jefferson Public Schools.

Scott has been in the school finance business for 25 years. He has previously served as Treasurer/CFO at Fairbanks Local Schools, Fairfield City Schools and Westerville City Schools. He also served as the Director of Fiscal Services at the ESC of Central Ohio and the Executive Director of Finance/Budget at Columbus City Schools. Scott belongs to several professional organizations, served on numerous statewide committees, presented at state and national conferences, and was a member of the Government Finance Officers Association Alliance for Excellence in School Budgeting.

He holds a Bachelor of Science degree in Mathematics from Otterbein University and a Masters of Education from Ashland University.

[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]
201 E 5th St Ste 1100
Cincinnati, OH 45202
Phone: (513) 870-6697

Jason Stuckey advises a multitude of public sector clients with a focus on school districts. He advises clients on compliance with a wide array of issues including but not limited to federal and state labor and employment issues, employee disciplinary concerns, contract issues, licensure issues, FERPA issues, ethics issues, the Ohio Open Meetings Act, student-related disciplinary matters, residency and custody disputes, public records requests, and the drafting and implementation of policies.

[email protected]
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]
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.