School Treasurer Licensure - ODE Approved Pathway: Option 3

The School Treasurer Licensure – ODE Approved Pathway: Option 3 program has been approved for the period July 1, 2022 through June 30, 2025.

Candidates wishing to complete the program under the current requirements must do so by June 30, 2022. Candidates currently in process or those that join after July 1, 2022 will be subject to the program changes. One change effective July 1 is the addition of the one-day Essentials of Leadership course as a requirement. 

While there are a variety of pathways to attain an Ohio school treasurer’s license, OASBO provides a practical and comprehensive program, approved by the Ohio Department of Education (ODE). Taught by experienced practitioners, OASBO’s 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 ODE has approved OASBO's pathway program in lieu of the Field Experience Requirement for a 300-hour school treasurer internship. This page includes information about the pathway and how to participate. Note: Those who hold or have previously held a CFO/Treasurer’s license are not eligble for this program.

For information on obtaining or renewing an Ohio Treasurer or Business Manager licenseplease click here to visit the Ohio Department of Education's Educator Licensure section of their website.


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 required curriculum-based courses within 18 months of program application.
  5. Agreement to enter OASBO's Mentoring Program within 60 days of employment as a school treasurer and completion of program within 14 months of hire.
  6. Must be an OASBO member. (Click here to learn more about OASBO Membership, and to join).

Click here to download an application. Direct program questions to Jim Rowan at

Plan of Study

  • Complete the following courses. This is the preferred (but not mandatory) order in which the events should be taken:​
    • Essentials of Financial Management & Administration (2-day course)
    • Essentials of Business Operations (2-day course)
    • Essentials of Human Resources (2-day course)
    • Essentials of School Funding & Finance (2-day course)
    • Essentials of Budgeting & Forecasting (2-day course)
    • Essentials of Leadership (1-day course)  
  • Pass a 100-question final exam with a minimum score of 70 percent. Each candidate has two attempts to pass the exam. (​Candidates may be subject to other ODE assessments that may be required for Treasurer licensure).
  • Complete a Capstone Project - Effectively Presenting a Five-Year Forecast (Each candidate will receive two attempts to pass the project)
    • Research and interview (Estimated time to complete - 12 hours)
    • Presentation development (Estimated time to complete - 4 hours)
    • Presentation to Peer Group (10-15 minutes)
  • Complete a 12 month Mentoring Program, after being licensed or employed as a Treasurer/CFO, including a Mentoring Assessment at the end of the program.


Essential of Human Resources Syllabus
Essentials of Financial Management & Administration Syllabus
Essentials of School Funding & Finance Syllabus
Essentials of Budgeting & Forecasting Syllabus
Essentials of Business Operations Syllabus
Essentials of Leadership Syllabus


Course Registration Fees:
Each two-day course is $200/member, $400/non-member.
Each one-day course is $100/member, $200/non-member.
Click here for upcoming course dates.

Capstone Project & Final Exam:
No fee

College credit is an additional fee. See below.

College Credit through Ashland University

Through a partnership with Ashland University, OASBO offers college credit for all of the Essentials Courses required in this pathway. Should you wish to seek college credit for any of the courses, please contact our office for details.

OASBO's Essentials Course Offerings

  • Essentials of Financial Mgt & Administration - July 10-11, 2023
  • Essentials of Human Resources - July 12-13, 2023
  • Essentials of Business Operations - July 14 & 17, 2023
  • Essentials of School Funding & Finance - July 18-19, 2023
  • Essentials of Budgeting & Forecasting - July 20-21, 2023
  • Essentials of Leadership - July 24, 2023

These courses will be in-person only.

Click here to download an application. Direct program questions to Jim Rowan at