A good student activities program is a necessary facet of the total educational program of each school district in the State of Ohio. A well-planned program will ultimately enrich the curriculum, provide new learning experiences, promote interest in classroom work, and improve morals and discipline.
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. This course will provide participants guidance in coding their funds accurately.
The raising and expending of activity money by student bodies should have but one purpose; to promote the general welfare, education, and morale of all students; and to help finance the normal legitimate co-curricular activities of the student body organization.
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.
Dawn is the Treasurer/CFO for Van Buren Local School District. She had been Treasurer/CFO for Huron City Schools since August 2014 before joining Van Buren Local in November.
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.
Course Details: Student Activity Process & Procedures including Documentation
Target Audiences: School Districts
Category: Cash Management
The role of the School Business Official (SBO) in the process of handling cash and cash equivalents (e.g. inventory, tickets, etc.) is critical to establishing the public’s confidence that its resources are being safe-guarded to the maximum extent practicable against fraud and theft. Within the school setting, the Student Activity realm still readily utilizes cash and cash equivalents on a daily basis. Additionally, these Student Activities are generally ‘high-profile’ events in many schools and communities, and if not managed effectively can serve to undermine the public’s confidence that its resources are being well-managed.
This course provides the legal and procedural requirements for handling funds in the school setting, with added emphasis on the Student Activity funds. Moreover, this course provides the SBO with practical guidance on working with Boards of Education in creating viable policies and procedures to safeguard public funds. The course also provides practical guidance on establishing cash handling controls and procedures, and instructs the SBO on working with other employees to insure safe cash management.
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.
Kristin Gregg joined Columbus City Schools in the fall of 2020, serving as a Budget Analyst prior to becoming Director. She began her career with Westerville City Schools in 2014, serving as Fiscal Coordinator with various responsibilities in the Treasurer’s Office. She holds a Bachelor of Science degree from The Ohio State University and is currently working toward earning her Treasurer’s License.
Course Details: Booster Group (Best Practices, District Responsibility, District Liability)
Target Audiences: School Districts
Category: Cash Management
The 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.
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.
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.
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.
Course Details: Managing Risk Relating to Student Activities/Boosters
Target Audiences: School Districts
The course will provide an understanding of the risks associated with booster groups and provide tools on how to best manage them.
Understanding that booster groups are very important for every school. Understanding the risks of booster groups and how to manage those risks.
Adam helps clients evaluate their appetite for risk and find effective ways to reduce their cost of insurance and have a true understanding of their Total Cost of Risk. This is done by providing the tools and information Public Entities need to decide what's right for them based on the latest industry trends, market fluctuations and specifics of their organization. Quite often, he is able to uncover opportunities for savings with new clients that had been hidden for years.It takes considerably more time than one-size-fits-all solutions, but the results can be impressive.
Nancy joined SORSA as the Loss Control Manager in 2016. She manages the loss control services offered by SORSA including assisting Members to set up customized trainings along with building and playground inspections. Nancy holds a Certified Insurance Counselor (CIC) designation as well as a Certified Playground Safety Inspector (CPSI). Nancy has spent over 40 years in the insurance industry and was a former independent insurance agent that worked with several SORSA Members. Prior to joining SORSA, she worked for a public-school pool management brokerage firm in California, overseeing the loss control department. Nancy is available to assist districts with on-site property inspections, playground inspections, employee & employment practices training sessions, in-service bus driver training and more.