| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Grants Management; Comprehensive Continuous Improvement Plan (CCIP) | Tammi Cowell, Treasurer/CFO, Tri-Rivers Career Center | 0.75 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| EMIS Reporting and Funding Topics | Tammy Hrosch, EMIS Coordinator, Meta Solutions, Janice Allen, Treasurer, Trotwood-Madison City School District | 1.5 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Tying It All Together: Budgeting & Forecast | Kristine Blind, Treasurer/CFO, London City SD, Ryan Pendleton, Treasurer/CFO, Akron City SD | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| 403(b)/457 Plans | Robert Ard, Senior VP-Chief Compliance Officer, TSA Consulting Group, Inc., Kevin Hensley, Senior Vice President-Chief Operations Officer, TSA Consulting Group, Inc. | 0.75 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| FMLA and FLSA Basics | Megan Greulich, Associate, Weston Hurd LLP | 1 | View |
This course will cover an overview of the CCIP to include
1 The course will provide CCIP grant basics, types of grants, roles and responsibilities, regulatory compliance, project cash requests and final expenditure reports
Understanding the process of navigating the CCIP is an essential CFO/treasurer function. Successful completion of this process will link the Continuous Improvement Process (CIP) to the grants process and reflect the strategies of the district.
[email protected]
2222 Marion Mount Gilead Rd
Marioin, OH 43302
Phone: (740) 389-4681
Tammi Cowell has returned to Tri-RIvers Career Center to serve as Treasurer/CFO. She was employed as the Assistant Treasurer for ten years prior to leaving to become Treasurer/CFO at Northmor Local School District from 2014-2019. She has been an active member of OASBO for many years serving as both a volunteer, co-chair and chairperson for the annual conference and has recently become a mentor to help prepare beginner Treasurers in their new position.
This course will cover a variety of timely EMIS data related topics and their relationship with school funding. This will include an explanation of the importance of EMIS reporting accuracy and completeness to ensure the district is both compliant and appropriately funded.
Course Learning Objectives:
This course will provide essential goals as follows:
Statement of Accreditation Rationale:
We will discuss how the student and staff data reported to ODE is culminated for a variety of reporting that is translated into school funding. All data reported by each school district is captured in the EMIS system – the importance of this data is vital for proper funding and report cards that reflect the school’s accomplishments accurately. Understanding all this data and how to report it in the EMIS system and allow it to be understandable for the users is also very important to the stakeholders in our state. Understanding the submission process for excess costs is important from both a revenue and expenditure perspective. Catastrophic costs can be a sizable reimbursement. Thus, record-keeping and organization throughout the submission process is important.
[email protected]
100 Executive Dr
Marion, OH 43301
Phone: (937) 206-4034
Tammy Hrosch is the EMIS Manager for META Solutions and leads a team of twenty three EMIS specialists across five META locations. She has been reporting EMIS data for 19 years and is actively involved with the Ohio Association of EMIS Professionals serving on a variety of committees and former treasurer of the organization. She is a member of the ODE EMIS Advisory Council and is the developer and trainer of materials for the ODE EMIS Alliance grant. Tammy holds a bachelor’s degree in business administration and holds an Ohio school treasurers license.
[email protected]
3594 N Snyder Rd
Trotwood, OH 45426
Phone: 937.854.3050
Janice Allen was one of the first African-American triplets born in Dayton; was one of only 40 women selected from around the U.S. to participate in the University of Dayton’s re-entry engineering program for women with math and science degrees, member of the first graduating class of Chaminade-Julienne and currently represents less than 1 percent of all African-Americans and less than 25 percent of all women school treasurers in the State of Ohio.
Allen joined Trotwood-Madison City School District as treasurer/chief financial officer in November 2011; she is responsible for a $50 million budget that provides resources for over 3,300 students and more than 450 employees. She began her career as a program analyst for NCR Corporation, and after receiving a National Science Foundation scholarship to study electrical engineering at UD, she took a job with Dayton Power & Light as a microwave engineer; responsible for the company’s telecommunications. Her love of numbers brought her to Dayton Public Schools for two decades where she held several financial positions, the last being assistant treasurer.
Beyond her professional accomplishments, Allen has a strong history of community service. She was named as one of the 2018 YWCA Dayton Women of Influence. She was crowned Bravo! Dayton’s Favorite Community Role Model by the Opera Guild of Dayton in 2016. Janice is a member of the Dayton Chapter of the Links, Incorporated where she presently serves as the Sponsorship Chair for their annual Cookin Men fundraiser and is the co-chair of the Services to Youth facet. She has served as the local president of this national women’s service organization. She is a member of St. Benedict the Moor Catholic School’s Education Commission. As the Chairperson of the Cardinal Bernardin Awards Banquet program, she helped raise over $30,000 in the last four years to buy playground equipment and computers for the St. Benedict the Moor Catholic School. She is a member of Delta Sigma Theta Sorority’s International Awareness committee whose main focus is to eradicate human trafficking of young women. She meets weekly as a four year commitment with a Trotwood-Madison High School female student as part of the Montgomery County College Promise Mentor program to help break the cycle of poverty through education.
She presently serves on the UD/West Dayton Steering committee to help sustain an open dialogue between both entities. She has served on the Montgomery County Developmental Disabilities Services Board as secretary to the Board and chair of the Finance Committee, Chaminade-Julienne Board of Trustees as secretary and chair of the Mission and Effectiveness committee, Montgomery County Levy Council and many boards throughout the years.
Her professional organizations include Chair of volunteers for the Ohio Association of School Business Officials (OASBO) Annual Workshop, Vice-President for the Miami Valley School Business Officials (MVSBO), Government Finance Officers Association (GFOA), Ohio High School Athletic Association Treasurer Liaison Group and the City of Dayton Tax Incentive Review Council.
She is the proud mother of two sons; Sean and Evan Allen and daughter-in-law, Tia Allen.
This is a curriculum-based presentation, designed to provide you with foundational knowledge around Budget and Appropriations, specifically tax-budget, forecast and how to tie them together.
The course will provide . . . . . .
Understanding how budget and appropriations tie together in the overall financial school district picture is very important. As one of the board’s primary responsibilities, financial planning to include budget and appropriations helps districts connect learning priorities to financial priorities.
[email protected]
380 Elm St
London, OH 43180
Phone: (740) 852-5700
Kristine Blind is the CFO/Treasurer for the London City School District in Madison County. She previously held this position from August 2011 through August 2017 before leaving for the same position with Gahanna-Jefferson Local Schools.
Kristine has been involved in school finance since 1996, beginning as a support staff member in Washington County. She has held several positions throughout her career before becoming a Treasurer in 2009. As a long-time OASBO member, Kristine has participated in numerous committees and serves as a seminar director, mentor as well as frequent presenter.
[email protected]
10 North Main Street
Akron, OH 44308
Phone: (330) 761-2850
Ryan Pendleton is the Treasurer/CFO of Akron Public Schools where he oversees a budget of more than $500 million in public funds. Ryan is dedicated to serving the community, in particular the students of Akron Public Schools. He is very active in state and federal issues concerning education and the potential impact on the students of Ohio. Ryan is a Leadership Akron Class 32 graduate and serves as the Legislative Chair and Northeast Region Director for OASBO (Ohio Association of School Business Officials). Prior to working at Akron Public Schools, Ryan was the Treasurer/CFO of Barberton City Schools for nine years and worked previously as a financial advisor.
This course will cover an overview of 403(b)/457 Retirement Plan Compliance. What is the IRS looking for and how to survive an Audit.
1 This course will provide valuable information on what the IRS is expecting in an audit of your employer sponsored retirement plans.
Understanding what the requirements and responsibilities of maintaining a compliant employer sponsored retirement plan is vital in keeping the district from any type of negative IRS audit.
[email protected]
15 Yacht Club Dr NE
Fort Walton Beach, FL 32548
Phone: (850) 244-7306 x1124
Robert completed his education in 1995 from the University of West Florida with a B.S. in Criminal Justice. He worked in the insurance and investment industry until joining TSACG in April of 2002 as a Program Consultant to both service and market new clients. Robert has been instrumental in the continued growth of TSACG and as over 18 years of experience providing compliance, administration, and education to 403(b) and 457 plans nationwide. Robert now serves as the Chief Compliance Officer and has been a vital piece to the implementation of the additional compliance requirements and administration for all TSACG clients under the 403(b)/457 regulations.
[email protected]
73 Eglin Pkwy NE Ste 202
Fort Walton Beach, FL 32548
Phone: 850.362.6840 ext 1121
Mr. Hensley is Senior Vice President-Chief Operations Officer of TSA Consulting Group, Inc. (TSACG). He joined TSACG on July 1, 2011, in conjunction with their acquisition of Great American Plan Administrators, Inc. (GA Plan). Kevin joined Great American in 1996, and after holding various positions in its Annuity Services area, was one of two individuals tasked in 2005 to launch and operate a Third Party Administrator. He was instrumental in creating and managing the day-to-day operations of GA Plan and left Great American as Vice President-Sales & Marketing. Kevin has more than 30 years of financial services experience, and in his current capacity, holds a key leadership role for a firm serving more than 3,000 clients in 46 states. He holds a Bachelor of Science Degree in Economics from Northern Kentucky University.
This course will cover an overview of the basic compliance requirements for the Family and Medical Leave Act (FMLA) and the Fair Labor Standards Act (FLSA), including recent developments with regard to school district compliance.
1 The course will provide basic information regarding district obligations for receipt and processing of FMLA leave requests, including recent developments in district legal obligations. The course also will provide a basic overview of FLSA requirements, including minimum wage, overtime, posting, record-keeping, employment of minors, and the impact of collectively bargained language.
Understanding the basic requirements of FMLA and FLSA is vitally important for school business officials, especially those who serve in a dual role often carrying out human resources related duties. It is more important than ever for school business officials to understand the requirements, obligations, and entitlements in order to keep school districts legally compliance in these unprecedented times as legal obligations and entitlements are adjusted to address the Covid-19 pandemic.
[email protected]
175 S 3rd St Ste 290
Columbus, OH 43215
Phone: (614) 246-2263
Megan is an associate with Weston Hurd LLP in the Education and Labor & Employment groups. She focuses her practice on providing general counsel to school districts in board governance, personnel, and student matters, including discipline, records, board policies and procedures, collective bargaining agreements, arbitration, parliamentary procedure, residency and custody disputes, social media, Constitutional rights, and discrimination concerns. Megan also assists districts with collective bargaining needs, including contract review and negotiation.
