This seminar is intended to provide updates by the Ohio Department of Education and Auditor of State. In addition, we will provide a legal update and have presentations on ethics, investments, special funds, and a panel on board, treasurer, and superintendent relationships. All regional seminars are in-person with the Central region being offered as a hybrid with zoom links and recording.
Ohio Association of School Business Officials (OASBO)
This course will cover economic and market updates.
The course will provide information for decision makers on investing funds in today’s markets. It will include a discussion on changes in the economic environment and its related changes in the fixed income markets.
Statement of Accreditation Rationale: It is important for school business officials to remain in touch with current market trends as they make investment decisions.
[email protected] 4016 Allston Street - Suite 4
Cincinnati, Ohio 45209
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.
Fidelity Investments, Financial Representative
Wedgewood Partners, Internship
Parkside Financial Bank & Trust, Internship
Bachelor of Science in Economics, Saint Louis University
Chartered Financial Analyst (CFA)®
Series 7, 63 (inactive)
[email protected] 4016 Allston Street
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.
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
Course Details: Ohio Auditor of State Update
Target Audiences: School Districts
Category: Accounting & Auditing
This course will provide a federal update covering the 2022 OMB Compliance Supplement Changes & COVID-19 Resources. This course will also cover the most significant updates made to the 2022 Ohio Compliance Supplement that are relevant to schools.
Statement of Accreditation Rationale: Understanding federal grant & Ohio finance laws is very important for every school business official.
[email protected] 130 West Second Street
Dayton, OH 45402
Phone: (937) 285-6671
Kelly Berger-Davis is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office. She has held various other positions as well in her 17 years with the Auditor’s office, ranging from intern to Senior Audit Manager in the West Regional Office. Kelly’s areas of specialty include federal grants and community schools.
Kelly has a Bachelor of Science in Accounting from the Bowling Green State University, and was a lead adopter of the AICPA’s Advanced Single Audit Certificate. She is an active member of the Central Ohio Chapter of the Association of Government Accountants (AGA), serving as current President, past Education Chair, as well as sitting on the Executive Board and National Board of Directors. Kelly also serves on the single audit and training committees for the National State Auditors Association (NSAA), and has represented the Ohio Auditor’s Office at several Single Audit Roundtable meetings.
Course Details: Ohio Department of Education (ODE) Update
Target Audiences: School Districts
Category: Public Finance
The course will : •review implementation of the new school funding formula, •recap funding from FY22, •share observations from FY23, •discuss federal COVID relief funding, and •share reminders and key deadlines for FY23.
The course will provide information on continued implementation of the new school funding formula, reflections and observations on FY23 implementation, and discuss other key activities, initiatives that school treasurers and personnel should know.
Statement of Accreditation Rationale: The school funding formula represents the largest source of revenue for many schools and districts across the state. Understanding the inputs used to calculate the funding is critical to ensure all schools receive the correct amount of funding. Without an understanding of this, schools may not receive the correct amount of state aid.
Aaron Rausch serves as the Director of Budget and School Funding at the Ohio Department of Education. Prior to coming to the department, Aaron worked for the Ohio Office of Budget and Management as a budget analyst in the education section, and as a performance auditor focusing on school district performance audits at the Ohio Auditor of State's Office.
Course Details: The Ohio Ethics Law: Watching Our Step!
Target Audiences: School Districts
This course will cover an overview of what are the latest trends, investigations, and highlights in governmental and public school ethics? Don’t miss this engaging and interactive discussion that analyzes the hot issues under the Ohio Ethics Law. This specialized session will assist those in public school business/fiscal services be able to better understand and comply with the law.
The course will provide . . . . . . •Identify potential conflicts of interest and understand appropriate and legal response •Understand gift restrictions for those in public service or when interacting with public officials or public employees •Recognize potential public contract and representation violations when public official has connections with private organizations •Grasp post-employment requirements when leaving public service or hiring former public servants •Learn about general assistance available from the Ohio Ethics Commission to understand and comply with the Ethics Law
Statement of Accreditation Rationale: This class will assist school business officials in expanding their knowledge of the relationship between their public schools and the Ethics Commission. It will help them understand the conflict of interest restrictions imposed upon public officials and employees and those with whom they interact in the private sector, such as vendors, potential vendors, and other interested parties. This session will also focus on helping attendees understand the definition of public contracts under the Ohio Ethics Law and will outline the ethics prohibitions related to public contracts. A better grasp of this information will increase effectiveness in their ability to comply with the Ethics Law and in accommodating the needs of their public school.
Course attendees will be able to dialogue directly with the Ohio Ethics Commission regarding the Ohio Ethics Law: hear updates on the statute, ask questions, interact with other school business officials who may face comparable ethical situations and dilemmas, and gain new insights into advisory opinions and recent decisions of the Ohio Ethics Commission.
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”