UPDATE: This workshop is only being offered Virtually, the in-person workshop option is no longer available. We apologize for any inconvenience.

Expecting to place a bond or levy issue on the ballot in the next few years? Review guidance and practical insights in the Levy University workshop.

Review comprehensive insights into school district levies and bond issues, including a detailed explanation of various levies, an explanation of millage and guidance on filing resolutions and crafting appropriate ballot language. We’ll also review recent guidance from the Ohio Auditor of State’s Office.

We encourage board members and district administrators to attend as a leadership team to review information critical to the effective planning and execution of initiatives within their district. We’ll discuss the distinct roles and responsibilities of superintendents, treasurers and board members in the levy process. Essential policy considerations will also be highlighted to ensure a thorough understanding of the broader context surrounding levy and bond issue preparations

Sessions

Date Title Location
3/22/24 [Virtual] Levy University Webinar

Friday March 22, 2024

10:30 a.m.
Welcome
10:35 a.m.
Navigating levies and bonds
Cajon Keeton, treasurer, Benton Carroll Salem Local (Ottawa); and Nicole Piscitani, deputy director of legislative services, OSBA

Unravel the intricacies of levies and bonds. Delve into the essential aspects of filing resolutions, review the requirements for compliant ballot language and learn more about mills and the role they play in funding your schools. Enhance your understanding of financial strategies in this engaging discussion, equipping you to navigate these critical aspects with confidence.

11:45 a.m.
Lunch
12:30 p.m.
Legal and policy considerations related to levy campaigns
Sara C. Clark, chief legal counsel, and Kenna S. Haycox, deputy director board and management services, OSBA

Explore the latest guidance from the Ohio Auditor of State's Office regarding public funds and levy-related activities. Review best practices for effective communication, the use of district resources and working with the district's levy committee. Additionally, we'll review sample school board policy language tailored for administrators, teachers and staff.

2 p.m.
Understanding the board's role
Cheryl W. Ryan, director of board and management services, OSBA

As a board member, it's important to understand your district's financial landscape, its history of levy passages and the impact that a passing or failing levy may have on the district and community. Review the importance of building strong community connections and effective survey methodologies.

3 p.m.
Adjournment