Join us for Accounts Payable and Payroll Seminar

8/6/2021

OASBO is holding seminars designed specifically for school business office support staff and those dealing with accounts payable, and for those dealing with payroll & benefits.

There is now one virtual option, for Accounts Payable, and one for Payroll and Benefits. The in-person regional offerings have been cancelled due to low registrations and high COVID-19 numbers in Ohio.

This Accounts Payable seminar is designed to ensure financial staff performing duties associated with accounts payable and purchasing are up to date on reporting and compliance requirements as well as understand software upgrades, and legal and compliance issues. This year's seminar topics include: ESSER II & III; Auditor of State Update, Document Digitization, Records Retention, Public Records (Top 10 Records for AP); Best Practices for Cybersecurity; and Alternative Payment Options. There is also a facilitated roundtable with plenty of opportunity for discussion and sharing best practices.

The Payroll & Benefits seminar is designed to ensure financial staff performing duties associated with payroll and benefits are up to date on reporting and compliance requirements as well as understand health insurance trends, software upgrades, and legal and compliance issues. This year's seminar topics include: STRS/SERS update, Janus Rule, 403(b) and 457 update, solutions for processing timesheets and leave, and HSAs & Section 125 plans.

** The previously scheduled regional events for both seminars have been canceled due to low in-person registrations **

Accounts Payable - 10/6 

Payroll & Benefits - 10/7 


ACCOUNTS PAYABLE & PURCHASING AGENDA
 

8:30 a.m.
Welcome and introductions

8:45 a.m.
ESSER II and III
Brian Jones, Ohio Department of Education

9:30 a.m.
Auditor of State Update
Updates on AOS Bulletins, transfers, and advances, federal COVID update, student activities best practices
Melissa Kandel, Auditor of State Office

10:30 a.m.
Break

10:45 a.m.
Roundtable Discussion
Dawn Jacobs, Treasurer/CFO, Van Buren Local Schools
Amy Gioffredo, Treasurer/CFO, Amherst Exempted Village Schools

11:45 a.m.
Lunch

12:30 p.m.
Document Digitization, Records Retention, Public Records (top 10 records for AP)
Amy Gioffredo, CFO/Treasurer, Amherst Exempted Village Schools

1:30 p.m.
Best Practices for Cyber Security
Fraudulent unemployment claims, utilizing fresh W9 info, email protocols, dual authentication, locking down access times, and special equipment
Rea & Associates

2:15 p.m.
Alternative Payment Options
PNC Bank

3:15 p.m.
Conclusion and Q&A
 

PAYROLL & BENEFITS AGENDA

8:25 a.m.
Welcome and Introductions

8:30 a.m.
STRS/SERS Update
Patty Gordon, Employer Education Coordinator, and Todd Wolford, Employer Education Coordinator, State Teachers Retirement System (STRS)
Carlisa Holman, Supervisor - Employer Outreach, School Employees Retirement System (SERS)

9:30 a.m.
Break

9:45 a.m.
Janus Rule
Bricker and Eckler

10:45 a.m.
Break

11:00 a.m.
403b and 457 Updates
Justin Rollins, USOMNI/TSACG Compliance Services

12:00 p.m.
Lunch

12:45 p.m.
Possible Solutions for Processing Timesheets and Leave
Troy Stein, SC Strategic Solutions

1:45 p.m.
Break

2:00 p.m.
HSA’s and Section 125 Plans
Lisa Stevens, American Fidelity

3:00 p.m.
Conclusion and Q&A