Note: All handouts will be available online only.

These clinics provide the most current information on school district fiscal issues. Treasurers, business managers, board members, administrators and treasurer's office personnel are all encouraged to attend.

The Treasurers' Clinics offer timely information on a multitude of topics relevant to all members of a district's management team. Attendees also can fulfill their local and state professional development needs, including in-service, LPDC, five continuing professional education (CPE) credits and two Center for Public Investment Management (CPIM) credits.


8 a.m.
Registration and continental breakfast
8:25 a.m.
Welcome and announcements
Van D. Keating, senior staff attorney, OSBA; and OSBA region president
8:30 a.m.
Cybersecurity with K-12 technology
Jane Hils Shea, Esq., Frost Brown Todd LLC
Attorneys from Frost Brown Todd LLC will discuss the expanding use of technology in K-12 education. Learn how to mitigate the increased privacy and security risks that accompany such use.
9:30 a.m.
Networking break
9:45 a.m.
Internal controls, segregation of duties and common audit comments in schools
Kelly Berger-Davis, state auditor's office
Representatives from the auditor of state’s office will discuss the importance of segregation of duties as a fundamental internal control; as well as common audit comments issued for schools.
10:45 a.m.
Find your fit: Insurance pooling
Joe Grady, president, GradyBenefits
Insurance consultants from GradyBenefits will discuss joint-purchasing of insurance through cooperatives, consortia and other risk pools. Review of pooling structures, funding methods, participation rules and an overview of features in risk-sharing programs.
11:45 a.m.
Lunch and legislative update
Jay Smith, deputy director of legislative services, OSBA
OSBA lobbyists share recent General Assembly activities, including current legislation and continued discussions on a variety of issues contained in the biennial budget legislation, House Bill 49. Learn where the legislature stands on taking action to override several of the governor’s vetoes impacting school districts and what to expect as we head into the second half of the 131st General Assembly.
1:15 p.m.
Property taxes cases (CPIM)
Jonathan T. Brollier, Esq., and Tess G. Tannehill, Esq., Bricker & Eckler LLP
Bricker & Eckler LLP attorneys will provide an update on pending legislation, including efforts to curtail and eliminate districts’ rights to participate in property tax cases. Review procedures for participating in property tax disputes, how to seek exemption for school property or new construction on school-owned property and how to participate in cases initiated by other property owners.
2:15 p.m.
Networking break
2:30 p.m.
Understanding the current market, diversification and investment policy statements (CPIM)
Brian J. Edwards, executive director, and Mark R. Poulin, vice president, The Edwards Group at Morgan Stanley
Investment professionals from The Edwards Group will provide insights into the current market environment and discuss the impact of rising interest rates and diversification. Learn about the importance of having a written investment policy statement and its essential elements and objectives.
3:30 p.m.