School Treasurer Licensure - OASBO Pathway Program

Ohio Treasurer License – Requirements For Licensure


To qualify for an Ohio School Treasurer License, candidates must meet requirements:

(1) Educational requirements: Applicants must hold a bachelor’s degree in business plus a school law and a school finance course, OR  a non-business degree plus nine semester hours in accounting/business/finance (including accounting), and a school law and a school finance course.

(2) Field experience: This can be fulfilled by completing a 300-hour internship under a licensed treasurer, through two years of qualifying work experience (with State Board approval), or by completing OASBO’s Pathway Program.

(3) Exam: Once both educational and field experience components are met, candidates must pass a state-administered licensure exam.

For information on obtaining or renewing an Ohio Treasurer or Business Manager license, please visit the State Board of Education’s Educator Licensure section. Download a Pathway Licensure Checklist. Read our Pathway FAQ here.


OASBO’s Pathway Program

The OASBO Pathway Program provides a practical and comprehensive program that leads to licensure.
Taught by experienced practitioners, OASBO’s Pathway program combines classroom learning, assessments, and a five-year forecasting project—providing essential knowledge and skills for future success in a school district treasurer role. The OASBO Pathway Program serves as one of the three field experience pathways to licensure.
 

Admission requirements


While there is no entry assessment required to apply for the program, you must meet the following minimum requirements:

  1. Achieved at least senior status at an accredited undergraduate university with an anticipated graduation date within 12 months of program application.
  2. Achieved or demonstrated ability to achieve appropriate degree and/or accounting hours necessary for licensure within 12 months of program application.
  3. Enrolled or documented plans to enroll in School Law and School Finance  within 12 months of program application. 
  4. Agreement to complete OASBO’s required Essentials Courses within 18 months of program application.
  5. Agreement to enter OASBO's Mentoring Program within 60 days of employment as a school treasurer.
  6. Must be an OASBO member. (Click here to learn more about OASBO Membership, and to join).

 

Plan of Study


Pathway participants must complete the following OASBO Essentials Courses, the Capstone Project, and Mentoring Program. This is the preferred (but not mandatory) order in which candidates should take the Essentials Courses:​
 


Essentials of Budgeting & Forecasting and Essentials of School Funding & Finance must be attended in-person by those who are enrolled in the Pathway program. All other courses are available for purchase on-demand. All six Essentials Courses are offered in-person over the summer, which we have termed the “OASBO Bootcamp.”
 

In-Person ONLY:


On-Demand Option:

Note - College Credit: Through a partnership with Ashland University, OASBO offers college credit for the Essentials Courses. Typically, individuals who take the Essentials Courses for college credit already have a license issued by the state and are taking the college courses to apply for license renewal. Please contact our office for details if you are interested in college credit. Additional fees apply.
 

Capstone Project

Complete an OASBO Capstone Project - Effectively Presenting a forecast. Each candidate will receive two attempts to pass the project. Candidates will be notified of Capstone results within 48 hours. 

  • Research and interview (Estimated time to complete - 12 hours)

  • Presentation development (Estimated time to complete - 4 hours)

  • Presentation to Peer Group (10-15 minutes)\


Program Completion

Once a candidate has completed all the requirements of the Pathway Program, they will receive a formal certificate of completion from OASBO. They will submit that to SBOE along with their application for licensure. Candidates also need to have transcripts sent to SBOE. 


Mentoring Program

As part of OASBO’s Pathway Program, participants agree to complete a twelve-month Mentoring Program after receiving their Treasurer License and becoming employed as a Treasurer/CFO, including a Mentoring Assessment at the end of the program.


Fees

OASBO Membership is required. If you work in the business or finance office of a school district, an associate membership is $50. For those who do not work in the business or finance office of a district, student membership is complimentary. 

  • Each two-day course is $200/member, $400/non-member.

  • Each one-day course is $100/member, $200/non-member.


​Click here to download an application.
Click here to see frequently asked questions.

 

Contact Us

 

In Partnership with Ashland University