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OASBO Bootcamp: Essentials of Financial Management & Administration

This seminar is a 2-day course in financial management and administration for those seeking their treasurer's license, assistant treasurers, other finance office staff, or those currently licensed treasurers/CFOs wanting a refresher. The course will provide comprehensive content in the areas of history and evolution of school districts, roles and relationships, governing laws and regulations, Board and negotiations, fund accounting, USAS coding, student activities and booster groups, purchasing, proper purpose, credit cards, and investments. The fee includes two days of training plus an OASBO Official Curriculum Guide/Manual.

This course is for those seeking their treasurer's license through OASBO's ODE Approved Pathway, or currently licensed treasurers/CFOs wanting a refresher.



Ohio Association of School Business Officials (OASBO)
Nadeen Askew, Events Manager
(614) 431-9116
[email protected]
7/13/2022 - 9/15/2022
7.75
OASBO Conference Center and Live Virtual - Hybrid
98 Commerce Park Dr.
Westerville, OH 43082
Carmen Chen
Events Coordinator
Ohio Association of School Business Officials
614-431-9116
[email protected]

Wednesday 7/13/2022

1:40 PM - 3:40 PM
Course Name Speaker(s) Hours Available
Governing Laws, Regulations and Policies Katie Johnson, Deputy Executive Director, Ohio Association of School Business Officials (OASBO), Ryan Pendleton, Treasurer/CFO, Akron City SD 2 View

Thursday 7/14/2022

8:00 AM - 9:00 AM
Course Name Speaker(s) Hours Available
Ethics Katie Johnson, Deputy Executive Director, Ohio Association of School Business Officials (OASBO) 1 View
9:10 AM - 10:10 AM
Course Name Speaker(s) Hours Available
Student Activity Programs Jennifer Vanover, Executive Director, Data and Processes, Columbus City Schools 1 View
10:20 AM - 11:05 AM
Course Name Speaker(s) Hours Available
Booster/Support Organizations Matt Stout, Partner, Public Finance, Bricker & Eckler LLP, Rebecca Jenkins, Treasurer, New Albany Plain Local SD 0.75 View
11:15 AM - 12:15 PM
Course Name Speaker(s) Hours Available
Fund Accounting & USAS Coding Cynthia Ritter, School Business Consultant, K-12 Business Consulting, Inc. 1 View
1:05 PM - 2:05 PM
Course Name Speaker(s) Hours Available
Purchasing Dawn Jacobs, SFO, MBA, Treasurer/CFO, Van Buren Local SD, Amelia Gioffredo, Treasurer/CFO, Fremont City SD 1 View
2:15 PM - 3:15 PM
Course Name Speaker(s) Hours Available
Investment Basics Joe Violand, Portfolio Manager, RedTree Investment Group 1 View
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