Ohio township fiscal officer training opportunities.
No one understands townships or township roles and responsibilities like the OTA. Beginning in May of 2021, the OTA will be hosting bimonthly workshops to further educate and provide resources to township fiscal officers on pertinent topics.
Whether you are a first-time fiscal officer or have years under your belt, be sure to frequent this page for dates for upcoming trainings.
- May 21
Financing Major Purchases
Paul Rutter, Bricker & Eckler
Rebecca Princehorn, Attorney, Bricker & Eckler
This session will focus on strategies for financing significant capital outlays, including equipment purchases, new construction, and improvements to existing facilities. Topics will include short and long-term debt, voted and unvoted options, tax anticipation notes, and lease-purchase financings. Debt limitations and exemptions will also be covered.
To purchase the recording of this session, please contact Michael Zaky at 614-863-0045 or firstname.lastname@example.org.
- July 23
Grant Management and Audit Compliance in Single Audits
Kelly Berger-Davis, Quality Assurance & Technical Specialist, Center for Audit Excellence, Ohio Auditor of State's Office
Description:To purchase the recording of this session, please contact Michael Zaky at 614-863-0045 or email@example.com.
This course provides the basics for administering and managing grant funds.
- October 8
Building a Relationship with Your County Auditor
Jarra Underwood, Wayne County Auditor
Explore the office of the county auditor to learn all the resources available to benefit your township- from levies to property valuation to delinquent taxpayers to GIS and settlements. Once you learn what the auditor’s office needs from a fiscal officer and what the auditor’s office can provide a township, you can build a productive relationship that will benefit your residents and make your job easier.To purchase the recording of this session, please contact Michael Zaky at 614-863-0045 or firstname.lastname@example.org.
- November 19
Jon Wagner, SIU Department, Auditor of States Office
Diane Bouza, SIU Department, Auditor of States Office
This training will provide an overview of some of the red flags and schemes typically found as well as some techniques to help prevent and detect fraud in your entity. Taking the appropriate steps to prevent it before it occurs and recognizing potential signs will reduce both the risk of fraud and financial burden on your township.
*This session is approved for one hour of fiscal officer Continuing Education (CE), as required by the Fiscal Integrity Act (R.C. §507.12). Additionally, this session is pending approval for one credit hour towards CPIM training, as required by R.C. §135.22.