Student Activity Process & Procedures including Documentation, Crowdfunding
Jennifer Vanover, Executive Director, Data and Processes, Columbus City Schools, Kristin Gregg, Director, Budget & Finance, Columbus City Schools, Meghan Rohde, Treasurer/CFO, Bay Village City SD, Matt Spellman, Athletic / Activities Director, Bay Village City SD
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.
Currently Treasurer/CFO of Benjamin Logan. Prior to Benjamin Logan, I was assistant treasurer for Lima City Schools and Fiscal Support/Treasurer for NOACSC, the ITC that serves North West Ohio school districts. Before public service, I worked in the financial industry for 10 years.
[email protected] 391 E Columbus St
Saint Henry, OH 45883
Phone: 419-678-4834 ext. 2104
Jennifer Bruns is the Treasurer/CFO for St. Henry Consolidated Local Schools where she has served since January 2016. Prior to coming to St. Henry Consolidated Local Schools, Jennifer served as the Chief Financial Officer of Riverside Local School District in Logan County. Before beginning a career in school finance, Jennifer spent fifteen years working for the Ohio Auditor of State's Office and supervised numerous financial audits.
Jennifer has been active in OASBO for many years. She is a past President of the West Central OASBO Chapter, and currently serves as the Chair of the Auditor of State OASBO Committee and as the Northwest Regional Director on the OASBO Board of Directors. Jennifer is a graduate of Bluffton University with a Bachelor Degree in Accounting.
Course Details: Student Activity Process & Procedures including Documentation, Crowdfunding
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.
Meghan Rohde is Treasurer of Bay Village City School District. She started with the district in April of 2021. Before coming to Bay Village, Meghan served as Chief Financial Officer/Treasurer of Clyde-Green Springs School District in southeastern Sandusky and northern Seneca counties.
Prior to serving school districts, Meghan was a Senior Internal Auditor for PNC Bank in Cleveland and the Standard Register Company in Dayton.
Meghan earned her B.S. in Accounting and Finance from Wright State University and her MBA from Ohio University. Meghan is an active member of the Ohio Association of School Business Officials. During her career, Meghan was recognized with the 2018 Emerging Leaders Scholarship Award from the Ohio Association of School Business Officials.
Matt Spellman has been the Director of Athletics and Activities for the Bay Village City Schools since 2010, overseeing 22 varsity sports and 30 clubs. Matt believes athletics and activities are so important for students’ physical, social, and emotional well-being.
Fall of 2023, Matt received the Ohio Interscholastic Athletic Administrators Association “Athletic Director of the Year” award; that same spring he received the Northeast Ohio Interscholastic Athletic Administrators Association “Athletic Director of the Year” award.For Matt’s first two years at Bay, the Bay Athletic Department received the prestigious Harold A. Meyer Award for Sportsmanship, Ethics, and Integrity from the Ohio High School Athletic Association.In 2017 he was awarded the NEOIAAA Sportsmanship, Ethics, and Integrity Award.Since 2015, Bay High School has been a proud partner of the Positive Coaching Alliance, a purposeful research-based leadership training organization for athletes, coaches, and parents.For three of those nine years, Matt served on the PCA Leadership Board.
Matt earned his B.S. in Mathematics and teaching certification at Baldwin-Wallace College.He earned his M.A. in Sports Management from Cleveland State University.He also earned his Education Administration License from Ursuline College.
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.
Beth joined Grandview Heights City School District as Treasurer on July 1, 2014, with 17 years of governmental accounting and financial reporting experience. Prior to joining Grandview, Beth served as Treasurer of Pleasant Local Schools in Marion County since 2007. Prior to becoming a school district Treasurer, she spent about 10 years with the State Auditor’s Office, serving most recently in the position of Senior Audit Manager. Beth is a graduate of Heidelberg University with a Bachelor of Science Degree in Accounting. She is also a Certified Public Accountant.
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.