Registration and Payment Policies


New policy effective January 1, 2020.

In-Person Event Policies

Registration & Payment
Event registrations are open online until three (3) business days prior to the event. After online registrations close, registrations will only be accepted pending seat availability. If there is availability, you may register with a credit card over the phone. No registrations will be accepted on site. 

You may register with a credit card or a purchase order. We accept the following major credit cards: Visa, MasterCard, and American Express. If using a purchase order number to register, check or credit card payment must be received at least three (3) business days prior to the event. Purchase orders are not a form of payment. 

Please note that membership dues must be paid in full in order to receive member pricing. 

Invoices
Upon registering for an event, you will receive two emails: one containing your invoice (whether paid in full or reserved with a purchase order number), and one registration confirmation email with event details. The invoice email will come from info@oasbo-ohio.org and has a subject line that says “OASBO Invoice.” 

If you do not receive this email, you may view, print and/or pay your invoice by going to My OASBO > My Profile > My Account > View Account History. 

Payment terms on invoices are Due Upon Receipt. OASBO reserves the right to place an organization on credit hold for non-payment of invoices. Credit hold means that no one from your organization may register for any events until all outstanding invoices are paid.

Confirmation Emails
You will receive a registration confirmation email with the subject line “{Event Name} Registration Confirmation." This email contains the event date, name, and location. If you do not receive a confirmation email, you are not registered.

Cancellation/Refund Policy
Please note: This policy does NOT apply to Annual Workshop, Leadership Workshop Series, and Leadership Institute cancellations.

If you:
Cancel 3 business days prior to event = 100 percent refund, or no charge to the district.
Cancel less than 3 business days prior to event = no refund.
Do not cancel and do not attend =  no refund. 

Registrants who are unable to attend the event may send a substitute attendee from the same organization. If the substitute is a non-member replacing a member, the difference in registration fee will be charged to the organization.

No credit will be issued for future events.

Event cancellation requests should be completed in your OASBO profile. To do this:

  • Click the My OASBO link on the website. It will prompt you to log in.
  • Once logged in, click the My Profile button in the gray box. On the next page, click on the Event Change/Cancellation Request link.
  • Enter the event name and the date of the event you are cancelling.
  • Click to continue & confirm & then save changes.


In the event you do not have access to the OASBO website, cancellations may be sent to acctg@oasbo-ohio.org.

Inclement Weather Policy
Events are scheduled explicitly as “rain or shine,” which means we will hold the event regardless of weather conditions. 

OASBO will cancel an event when the county in which the event resides has declared an emergency level of two or three. OASBO will make every attempt to contact registrants in the event of cancellation. In the event OASBO cancels the event, the association will refund your fee in full.

Event Agendas and Locations
Event agendas and locations are posted on the event’s page in the Upcoming Events section of our website as soon as they become available. 


Leadership Workshop Series Cancellation/Refund Policy

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If you:
Cancel 10 business days prior to event = 100% refund, or no charge to the district.
Cancel less than 10 business days prior to event = no refund.
Do not cancel and do not attend = no refund.
 
Since registrants must be able to attend all five workshops, no substitutions will be permitted. Because package for this series of workshops is all-inclusive, once the program has started, there will be no refunds for any components of the package not utilized (i.e. hotel room, training materials, etc).

Follow instructions above to submit cancellation requests.


Annual Conference Cancellation/Refund Policy
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If you:
Cancel 10 business days prior to event = 100% refund, or no charge to the district.
Cancel less than 10 business days prior to event = no refund.
Do not cancel and do not attend = no refund. 

If you do cancel less than 10 workdays prior to the first day of the event, you must return your name badge to OASBO.

Substitutions
Registrants who are unable to attend the event may send a substitute attendee from the same organization. If the substitute is a non-member replacing a member, the difference in registration fee will be charged to the organization. Please email the substitute’s name to acctg@oasbo-ohio.org and mail the original attendees name badge back to the office. 

 

OASBO/PASBO Leadership Institute - Battle of Lake Erie Cancellation/Refund Policy
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In the event you do not have access to the OASBO website, cancellations may be received in writing at acctg@oasbo-ohio.org.

Cancellations received by OASBO prior to June 30 will receive a full refund or no charge to the district/organization. No credit will be issued for future events.

Cancellations received after June 30 will not be refunded. If you do not cancel and do not attend, you will be charged 100% of the registration fee.

​Follow instructions above to submit cancellation requests.


Continuing Education/Maintaining Licensure/Contact Hours
After completion of an OASBO event, each participant will be issued Contact Hours for the number of hours of instruction received. For your convenience, you can print documentation of your contact hours earned. Log into your My OASBO page. In the gray box on the right that says “Welcome back” you can generate your transcript by date range, or generate your full transcript. 

Contact hours do not appear on your transcript immediately. Once you attendance at the event, your hours are verified, and should appear on your transcript approximately five business days after the event has concluded.

CPIM Credit
CPIM credit is given for attendance at some OASBO events. OASBO assists with the necessary paperwork, but actual CPIM credit is issued by the Treasurer of State’s Office. To create or access your My CPIM account, visit the Treasurer of State’s website at http://tos.ohio.gov/cpim.

College Credit
Through a partnership with Ashland University, OASBO can offer college credits for some of our courses. If you are interested in receiving credits, please contact the OASBO office prior to your attendance at an event.

LPDC Committee
Any licensed individuals working in other professions or any unemployed or retired treasurers who need to complete yearly LPDC requirements to maintain licensure are eligible to participate in OASBO’s program. The OASBO LPDC can ONLY serve individuals with a current, valid Ohio treasurer or business manager license.


Online Learning Course Policies

Registration
OASBO offers a variety of on-demand eLearning courses and webinars, accessible via a web browser. In order to provide instant access to a course or webinar, purchases must be made with a credit card, are non-refundable, and non-transferable.

We accept the following major credit cards: Visa, MasterCard, and American Express. 

Please note that membership dues must be paid in full in order to receive member pricing. 

Invoices
Upon purchasing an eLearning course or webinar, you will receive two emails: one containing a paid invoice, and one registration confirmation email with course details. The invoice email will come from info@oasbo-ohio.org and has a subject line that says “OASBO Invoice.” 

If you do not receive this email, you may view or print your invoice by going to My OASBO > My Profile > My Account > View Account History. 

Course Access
Upon purchasing an eLearning course or webinar, you have instant access to the content. Access is available for 90 days from the date of purchase.

Education Credit
Contact hours are issued instantly to your transcript upon 100% completion of any OASBO eLearning course or webinar.