This workshop is designed specifically for board members, treasurers and superintendents to share a day of collaborative professional development on the topic of school district finances. The sessions offered will help you strengthen the board-treasurer relationship, communicate the district's budget with the community and ensure your district's financial policies are up-to-date.

This workshop has been approved for one Center for Public Investment Management (CPIM) credit.

OSBA is offering a special registration rate to encourage district leadership teams to attend together: you can register three or more from your district at the same time and use code BUY2GET1 to get one free registration ($180 value).

"The Board-Treasurer Partnership" and "Making Sense of School Finance" books are included in the registration fee.

OSBA would like to thank the following sponsors: Ohio School Plan; PaySchools; Thomas Built Buses by Ohio CAT/Myers Equipment Corp.; Valic Financial Advisors; and Waibel Energy Systems.

Unauthorized audio recording or videotaping of any session is strictly prohibited.


8:30 a.m.
Registration and continental breakfast
9 a.m.
Where's the money? Communicating your budget to the public
Beryl Piccolantonio, board member, Gahanna-Jefferson City and Eastland-Fairfield Career & Technical Schools; and Daphne Moehring, board member, and Steve Barrett, superintendent, Gahanna-Jefferson City
It is necessary for all members of the leadership team to understand and successfully communicate clear and compelling points about complex issues like your district’s budget. Learn strategies for explaining and using your district’s budget numbers to garner the community support needed to advance your district’s goals.
10 a.m.
Ensuring a successful board-treasurer partnership
Lisa Whiting and Paul Lambert, board members, and Brian Wilson, treasurer, Hilliard City; Karen Schofield, board member, Cuyahoga Falls City; and Justin Klingshirn, treasurer, Vermillion Local (Erie)
It's critical that of all members of the board of education work together and communicate as one with their treasurer. Equally important is the treasurer's ability to successfully partner with the superintendent in guiding the board to decision-making that leads to district success. Panelists will discuss their perspectives, objectives and strategies for cultivating and maintaining a successful, interdependent board-treasurer relationship.
11 a.m.
11:15 a.m.
Your policy as guide: Top 10 district financial policies
Kenna S. Haycox, senior policy consultant, OSBA; and Amelia R. Gioffredo, treasurer, Amherst Exempted Village
Strong policies and a working knowledge of the district’s procedures in key financial areas like cash management, fiscal accounting and reporting, disposition of property, procurement and use of district credit cards are invaluable to controlling fraud, waste and abuse. Learn the top 10 financial policies districts can use to accomplish these goals.
12:15 p.m.
Lunch (provided)
1 p.m.
The all-important audit: Findings for recovery (CPIM credit)
Mark W. Altier, chief legal counsel, Ohio Auditor of State's Office
This session provides guidance on findings for recovery, including detailed information about what they are, what they mean for districts and how they are resolved. Learn about common issues and frequent findings identified in school district audits. This session has been approved for 1.0 hour of CPIM credit.
2 p.m.
2:15 p.m.
Managing and monitoring educator certifications
Pamela A. Leist, Esq., Ennis Britton Co. LPA
Whose responsibility is it to verify that an educator has the appropriate certification? Is conditional employment an option for an unlicensed educator? May a treasurer pay an unlicensed educator? What happens if an educator’s licensure lapses? Get answers to some of your legal and operational questions about employee licensure.
3:15 p.m.
Booster groups: Boon or bane?
Andrew L. Geistfeld, treasurer, Upper Arlington City; and Matthew L. Stout, Esq., Bricker & Eckler, LLP
With limited financial resources, districts are increasingly relying on outside organizations to offer support. Learn about the legal and practical implications of relying on fundraisers and donations from booster groups to fund things like capital improvement projects, coaches’ salaries and more.
4:15 p.m.