[email protected]
80 E Broad
Columbus, OH 43215
Phone: 614-466-4392

Marnie is the Assistant Chief Deputy Auditor for the Auditor of State’s Office, where she has proudly served the Office for more than 23 years.  Marnie is well-versed in governmental accounting, auditing, and reporting requirements.  In her role at the AOS, Marnie oversees special projects and assists in researching, consulting, interpreting, and implementing professional standards.  Marnie’s specialties include: implementation and interpretation of Government Auditing Standards (the “Yellow Book”) and application of the federal Uniform Guidance Act.  Most recently, Marnie has been very involved in special projects pertaining to the CARES Act and federal COVID-19 funding.  In a similar role, Marnie lead the audit implementation of the American Recovery and Reinvestment Act of 2009 for the Auditor of State’s Office.

Marnie has Bachelors of Arts Degrees in Accounting and Business Administration, with a concentration in Management, from Mount Vernon Nazarene University.  She serves on the AICPA’s Single Audit Roundtable and the National Association of State Auditors, Comptrollers, and Treasurer’s (NASACT) Single Audit Committee – two forums of key single audit stakeholders such as the AICPA, GAO, OMB, Federal Inspector Generals, and State Auditors, Comptrollers, and Treasurers that each meet twice per year in Washington D.C. to discuss single audit issues.  Marnie is also a member of the Association of Government Accountants (AGA) and Ohio Government Finance Officers Association (GFOA), where she previously served on the Education Committee.

[email protected]
25 South Front Street
Columbus, OH 43215
Phone: (877) 644-6338

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. 

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

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

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

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

Education

Master of Business Administration, Xavier University

Bachelor of Science in Accounting, University of Kentucky

Certifications

Chartered Finance Analyst (CFA)

Series 7, 24, 65 (inactive)

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

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

Prior Experience

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

Education

• Bachelor of Science in Economics, Saint Louis University

Certifications

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

[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

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.”