A course for those seeking their treasurer’s license through OASBO’s, ODE Approved Pathway 3, or for all types of business officials. This 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 public purpose, credit cards and investments.
| 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, Executive Director, North Coast Shared Services Alliance | 2 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Ethics | Katie Johnson, Deputy Executive Director, Ohio Association of School Business Officials (OASBO) | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Student Activity Programs | Jennifer Vanover, Executive Director, Data and Processes, Columbus City Schools | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Booster/Support Organizations | Matt Stout, Partner, Public Finance, Bricker Graydon LLP, TJ Cusick, Treasurer, Worthington City SD | 0.75 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Fund Accounting & USAS Coding | Cynthia Ritter, School Business Consultant, K-12 Business Consulting, Inc. | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Purchasing | Amelia Gioffredo, Treasurer/CFO, Amherst EVSD, Dawn Jacobs, SFO, MBA, Treasurer/CFO, Van Buren Local SD | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Investment Basics | Joe Violand, Portfolio Manager, RedTree Investment Group | 1 | View |
[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]
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.
This course will cover the rules and requirements of Ohio Ethics Laws and related statutes applicable to public officials, including school district treasurers. Topics covered will include the limits and ramifications of public officials and employees from engaging in the following:
In addition to the topics listed above, the financial disclosure statement that all school district treasurers must file will be discussed.
1 The course will enhance the attendees’ understanding of the Ohio Ethics Laws and related statutes so that school district officials and employees can understand the rationale behind the laws in order to assist in identifying issues and helping to protect themselves and their districts from violations and liability, as well as to protect the public’s trust in our public agencies.
[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.
In view of the large amounts of monies received from and expended for student activities, a demand was developed for efficient, thorough, and safe management of these funds. Every board of education should have in effect rules, regulations, and procedures for accountability of student activity funds.
This session covers all aspects of fund raising including legal authority and establishment, administrative responsibilities, district managed policies, budgetary process, crowdfunding, education, internal controls on purchasing and cash, the do's and don'ts of fundraising, and the audit.
[email protected]
270 E. State Street
Columbus, OH 43215
Phone: (614) 353-3611
Jenny started at Columbus City Schools in December 2014. Jenny has over 20 years of experience in school finance. Prior to her time at Columbus City Schools, she served as the Treasurer/CFO of Licking Heights Local School District and as an assistant to the treasurer at Southwest Licking Local Schools. Jenny holds a Bachelor’s Degree in Mathematics, with a minor in Business Administration from Ohio University. She holds a Master’s in Business Administration from Capital University. In February 2022, Jenny completed her black belt training in Lean Six Sigma.
This course will provide participants a background on school booster and support organizations and how to manage them effectively to the benefit of both the organization and the school district.
2 Understanding how to manage school booster and support organizations protects both the organization and the school district from potential liability. It also allows school districts to maximize the support from such groups to benefit the individual school district. It is essential that school business officials understand how to effectively manage these organizations while protecting their school district.
[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]
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.
This course will provide . . . . . .
Understanding the process of the account codes and the proper usage of the coding system is essential for every new treasurer/CFO.
[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]
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]
217 S Main St
Van Buren, OH 45889
Phone: (419) 299-3863 x103
Dawn is the Treasurer/CFO for Van Buren Local School District. Jacobs had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November 2019.
Jacobs began her career in educational finance as assistant treasurer for Anthony Wayne Local Schools in 1993 and has worked in finance for a variety of Ohio school districts since, including the Lucas County Educational Service Center, Bucyrus City School District and Otsego Local School District.
Jacobs earned a bachelor of science degree in business administration and a master’s of business administration from Heidelberg University. She also holds an Ohio School treasurer’s license from the Ohio Department of Education and a School Finance and Operations Certification through the Association of School Business Officials International.
[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.
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