Expecting to place a bond or levy issue on the ballot in the next few years? Review guidance and practical insights in the Levy University workshop.

Review comprehensive insights into school district levies and bond issues, including a detailed explanation of various levies, an explanation of millage and guidance on filing resolutions and crafting appropriate ballot language. We’ll also review recent guidance from the Ohio Auditor of State’s Office.

We encourage board members and district administrators to attend as a leadership team to review information critical to the effective planning and execution of initiatives within their district. We’ll discuss the distinct roles and responsibilities of superintendents, treasurers and board members in the levy process. Essential policy considerations will also be highlighted to ensure a thorough understanding of the broader context surrounding levy and bond issue preparations

This workshop is being offered virtually only

Thursday January 9, 2025

11:45 a.m.
Legal and Policy Considerations for School Districts
Sara Clark, Legal Division, OSBA Gamaliel Narvaez, Policy Division, OSBA

Explore the legal do’s and don’ts of levy-related activity. Review guidance from the Ohio Auditor of State on spending public funds, communicating about levy issues and collaborating with levy committees. Presenters will also share best practices and sample board policy language to help administrators, teachers and staff stay compliant and consistent.

Friday January 9, 2026

9:50 a.m.
Zoom Room Opens
10 a.m.
The Finance Glossary
Nicole Piscitani, Legislative Division, OSBA Cajon Keeton, Treasurer, Benton Carroll Salem Local School District

Get grounded in the key terms and processes behind school finance. This session explains the different types of levies and bonds, what they fund and how millage is calculated. Learn the essentials of filing resolutions and developing clear, voter-friendly ballot language that prepares your district for success.

11:15 a.m.
Break
1 p.m.
Board Roles and Responsibilities
Kristi Robbins, Board and Management Services, OSBA

Clarify the board’s leadership role in levy planning and communication. Learn how to align financial strategy with your district’s vision, understand the history of past levies and bond issues and prepare your community for success and contingency. The session also covers community engagement and how to design meaningful community surveys.

2 p.m.
Adjournment