OSBA Events

Treasurers' Clinic NE: Location: NEOUCOM, Rootstown; Time: 8:25 a.m.; Cost: $120.00

OSBA/OASBO Treasurers Clinic NE Region
Date: September 8, 2010
Event start time: 8:25 am
Location: Northeastern Ohio Universities Colleges of Medicine (NEOUCOM) - 4209 SR 44, Rootstown OH

Fee: $120

Agenda:

8:00 am: Registration and continental breakfast

8:25 am: Welcome and announcements
Van D. Keating, director of management services, OSBA; OASBO region director; and OSBA region president

8:30 am: What you need to know about fiscal caution, watch and emergency
Unfortunately for many schools, clearly understanding the steps and processes for fiscal caution/watch/emergency is becoming an important issue. Treasurers need to know when to call ODE or AOS; how the solvency fund works; what catastrophic grants are; and how the process impacts five-year forecasting. This presentation will cover all aspects of the process, as well as allowing time to address your questions and concerns.
Representatives from ODE and AOS

9:40 am: Break

9:50 am: Breakout sessions

✦ Is subcontracting/outsourcing services (foodservice, transportation, etc.) the best option for your district? Can your district save money by outsourcing or subcontracting for school services? Learn how to do it and what pitfalls to avoid, including financial, statutory and legal considerations; collective bargaining/contractual limitations; service agreements with other districts or ESCs; retirement system implications; political/community concerns; and other factors relevant to using outside resources.
Attorneys from Pepple & Waggoner Ltd.

✦ School finance update —new levy options and accelerated filing deadlines
Join us for an informative review of new levy options.We will identify school districts that might benefit from using new substitute and conversion levy campaigns. We also will examine the effects of new levy filing deadlines and other recent changes impacting Ohio school finance.
Jennifer Blaser, Esq.; Edward Cavezza, Esq.; Bradley N. Ruwe, Esq.; and Thomas A. Wilson, Esq, Peck Shaffer & Williams LLP

11:00 am: Breakout sessions

✦ Federal funds update
This is always an important topic. Learn requirements related to the reporting of federal funds and how to deal with carryovers and reauthorization issues. Accounting for federal funds can be confusing, but is extremely important, so plan on attending this breakout session to ensure that your district is fully compliant.
Brian Jones, associate director, Office of Federal and State Grant Mangement; and Jeff Jordan, director, Office of Finance Program Services, ODE

✦ Professional standards
House Bill 1 required the State Board of Education to adopt professional standards for school treasurers and school business managers. The standards were writtenby a committee of OASBO members and other keystakeholders, which was created through the collaborative efforts of ODE and OASBO. The Ohio Educator Standards Board (ESB) reviewed andrecommended the writing team’s work to the State Board of Education. This session provides an overview of the new standards.
Members of the OASBO/ODE committee

12:15 pm: Lunch
Sponsored by Assurant Employee Benefits, eCollect of Ohio Inc., Legat & Kingscott and Ohio School Plan.

1:00 pm: General session: ODE update
Hear an update on the Ohio Evidence-Based Model spending rules, Race to the Top and USAS Coding. These are hot issues that area coordinators have been addressing statewide, so their discussion will be informative and timely. Time also will be provided to answer questions from participants.
ODE area coordinators

2:10 pm: Break

2:20 pm: Breakout sessions

✦ Selling your ballot issue for school construction—local communities do benefit
This session focuses on the positive impact school bond issues have on communities. It highlights real school projects and their benefits to the local economy. We’ll discuss ways to maximize the use of local contractors and suppliers, and other ways bond issue dollars go right back into the community.
Keith Richards, educational planner, Legat & Kingscott; former superintendent, Newark City

✦ Collective bargaining in challenging times
Challenging times can create opportunities in conducting labor negotiations. Veteran Bricker & Eckler LLP negotiators share their insights on collective bargaining in today’s economic climate, including handling fiscal officer’s certificates.
Attorneys from Bricker & Eckler LLP

3:30 pm: Legislative update
Get the latest information on what the Ohio School Funding Advisory Council is considering for the Ohio Evidence-Based Model. Hear what the state budget commission is doing in relation to the next biennial budget and what you should be discussing with your legislators during the recess when they are back in their home districts campaigning.
Michelle Francis, lobbyist, OSBA

4:00 pm: Adjournment