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 we will be adding the Essentials of Leadership as a requirement. This will be a one day course in addition to the 5 two-day courses.  

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

Admission requirements include an application to participate in the OASBO School Treasurer
Licensure Pathway program with 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 curricular based courses within 18 months of program application.
  5. No entry assessment is necessary
  6. 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.
  7. Participants must be a Professional, Associate, or Student member or OASBO (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

Each candidate shall successfully complete the following:
  • These two can be taken at any point in the program:
    • Essentials of Business Operations (2-day course)
    • Essentials of Human Resources (2-day course)
    • Essentials of Leadership (1-day course)
  • These three should be taken in this order:
    • Essentials of Financial Management & Administration (2-day course)
    • Essentials of School Funding & Finance (2-day course)
    • Essentials of Budgeting & Forecasting (2-day course)
  • Pass a 100-question final exam with a minimum score of 70 percent (​Candidates may be subject to other ODE assessments that may be required for Treasurer licensure) (each candidate will receive two attempts to pass the exam)
  • 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)
  • Mentorship - 6 to 12 months after licensed or employed as CFO/Treasurer


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


All participants are required to be an OASBO Professional, Associate, or Student Member. Click here to view details and cost. Participants will also be responsible for course registration fees. Click here to view the course catalog, which includes costs.

College Credit through Ashland University

Through a partnership with Ashland University, OASBO offers college credit for some of our courses, including all of the Essentials Courses required in this pathway. Please contact our office for details.

OASBO's Essentials Course Offerings

FY23 Essentials Courses Offerings

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