Northeast Ohio Regional Library System
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Fiscal Officer Networking Event
11/21/2014
Geographic Member/Other Cost: $10
Full/CE Member Cost: $10
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: New NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
11/21/2014
Geographic Member/Other Cost: $10
Full/CE Member Cost: $10
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: New NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
Electronic Records Management
1/1/2016
Everyone creates records in the course of doing their jobs, and in today’s increasingly digital office environment those records are likely to be in electronic formats. Managing electronic records can be challenging—there may be multiple copies in various locations, a lack of appropriate storage, or records may be in difficult formats such as email. Susan Hernandez, Digital Archivist and Systems Librarian at the Cleveland Museum of Art, will provide an overview of electronic records management, discuss strategies for organizing and managing electronic records, and offer ideas for collaborating with information technology professionals.
Presenter: Susan Hernandez
Susan Hernandez is the Digital Archivist and Systems Librarian at the Cleveland Museum of Art where her duties include training museum staff in electronic records management, creating and updating records schedules, overseeing library and archives databases, systems, web presence, and digitization program, accessioning and processing electronic records, and serving on the development team for the museum’s institutional repository. Susan received her MA in History, Archives, and Museum Studies from Duquesne University and earned her Digital Archives Specialist Certificate from the Society of American Archivists in 2013.
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
1/1/2016
Everyone creates records in the course of doing their jobs, and in today’s increasingly digital office environment those records are likely to be in electronic formats. Managing electronic records can be challenging—there may be multiple copies in various locations, a lack of appropriate storage, or records may be in difficult formats such as email. Susan Hernandez, Digital Archivist and Systems Librarian at the Cleveland Museum of Art, will provide an overview of electronic records management, discuss strategies for organizing and managing electronic records, and offer ideas for collaborating with information technology professionals. Presenter: Susan Hernandez
Susan Hernandez is the Digital Archivist and Systems Librarian at the Cleveland Museum of Art where her duties include training museum staff in electronic records management, creating and updating records schedules, overseeing library and archives databases, systems, web presence, and digitization program, accessioning and processing electronic records, and serving on the development team for the museum’s institutional repository. Susan received her MA in History, Archives, and Museum Studies from Duquesne University and earned her Digital Archives Specialist Certificate from the Society of American Archivists in 2013.
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
That's Already Encumbered
1/1/2016
I am sure you have heard the phrase, “that's already encumbered.” What exactly does this mean? Come to this webinar to find out what this means, how libraries are funded and much more.
Upon completion of this webinar you will have a better understanding of:
Presenter: Kelly Kroll has been the Business Manager/Fiscal Officer for the Medina County District Library since April 2012. Previously, she has worked as Fiscal Officer for four other public libraries as well as a regional library system, all located in northeast Ohio. Kelly has been Coordinator of the Ohio Library Council’s Library Accounting Division and was a member of the Treasurer of State’s Center for Public Investment Management first Advisory Board. She has also been a consultant for many Ohio public library boards and is co-author of several editions of OLC’s Ohio Public Library Accounting Handbook. Kelly has done many presentations for library fiscal officers and directors on issues including budgeting, cash forecasting, insurance procurement, using technology in the fiscal office, advanced Excel and investing public funds. She holds a Bachelor’s of Science in Business Administration - Finance from the University of Akron, and a Master’s in Public Administration from Walden University.
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
1/1/2016
I am sure you have heard the phrase, “that's already encumbered.” What exactly does this mean? Come to this webinar to find out what this means, how libraries are funded and much more.Upon completion of this webinar you will have a better understanding of:
-
How libraries are funded – PLF and other revenues that libraries typically receive
-
The types of Funds public libraries typically have (General, Building & Repair, etc.) and what types of expenses are appropriated/budgeted in each
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What public funds are and the requirements for spending them
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How purchasing works in libraries (requisitions, PO’s, etc.) and why we use these processes
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How revenues and expenses roll into the financial reporting and what agencies the library is required to report
Presenter: Kelly Kroll has been the Business Manager/Fiscal Officer for the Medina County District Library since April 2012. Previously, she has worked as Fiscal Officer for four other public libraries as well as a regional library system, all located in northeast Ohio. Kelly has been Coordinator of the Ohio Library Council’s Library Accounting Division and was a member of the Treasurer of State’s Center for Public Investment Management first Advisory Board. She has also been a consultant for many Ohio public library boards and is co-author of several editions of OLC’s Ohio Public Library Accounting Handbook. Kelly has done many presentations for library fiscal officers and directors on issues including budgeting, cash forecasting, insurance procurement, using technology in the fiscal office, advanced Excel and investing public funds. She holds a Bachelor’s of Science in Business Administration - Finance from the University of Akron, and a Master’s in Public Administration from Walden University.
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
Day for Fiscal Officers
3/11/2016
Cost: $165
Cost w/ Bronze Discount $165
Cost w/ Silver Discount $90
Cost w/ Gold Discount $15
Lunch included
(It’s never too late to save your library money. NEO Discounts are pro-rated! Call us today to sign up!)
Join your fellow fiscal officers for a day of networking and an Overview of Benefit Plan Compliance for Finance Professionals. A number of topics will be covered including:
Location: NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
Online Registration has been Temporarily Suspended for this event
3/11/2016
Cost: $165
Cost w/ Bronze Discount $165
Cost w/ Silver Discount $90
Cost w/ Gold Discount $15
Lunch included
(It’s never too late to save your library money. NEO Discounts are pro-rated! Call us today to sign up!)
Join your fellow fiscal officers for a day of networking and an Overview of Benefit Plan Compliance for Finance Professionals. A number of topics will be covered including:
- Recent guidance that addresses affordability determinations and hours of service calculations for the employer mandate
- Helpful delays affecting employer reporting (Forms 1094-C/1095-C) and the High Cost Plan Excise Tax
- Important 2016 benefit plan design changes
- New information on Health FSAs with a carryover and HRAs
- Current guidance affecting wellness programs
- PCORI and Reinsurance Fee payments for the upcoming year
Location: NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
Online Registration has been Temporarily Suspended for this event
Fiscal Officers Networking Event
3/11/2016
Cost: $15
Cost w/ Bronze Discount $15
Cost w/ Silver Discount $15
Cost w/ Gold Discount $ 15
Lunch included
(It’s never too late to save your library money. NEO Discounts are pro-rated! Call us today to sign up!)
Join your fellow fiscal officers for a day of networking and an Overview of Benefit Plan Compliance for Finance Professionals. A number of topics will be covered including:
Location: NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
3/11/2016
Cost: $15
Cost w/ Bronze Discount $15
Cost w/ Silver Discount $15
Cost w/ Gold Discount $ 15
Lunch included
(It’s never too late to save your library money. NEO Discounts are pro-rated! Call us today to sign up!)
Join your fellow fiscal officers for a day of networking and an Overview of Benefit Plan Compliance for Finance Professionals. A number of topics will be covered including:
- Recent guidance that addresses affordability determinations and hours of service calculations for the employer mandate
- Helpful delays affecting employer reporting (Forms 1094-C/1095-C) and the High Cost Plan Excise Tax
- Important 2016 benefit plan design changes
- New information on Health FSAs with a carryover and HRAs
- Current guidance affecting wellness programs
- PCORI and Reinsurance Fee payments for the upcoming year
Location: NEO Office
1580 Georgetown Rd.
Hudson, OH 44236
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Fiscal Officer Networking
6/17/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 16 spots remaining out of 25
6/17/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 16 spots remaining out of 25
Fiscal Officer Networking
8/17/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
8/17/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
Fiscal Officer Networking
11/30/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 14 spots remaining out of 25
11/30/2016
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 14 spots remaining out of 25
Fiscal Officer Networking
3/8/2017
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
3/8/2017
Cost: $15 for all
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
Fiscal Officers Networking Event
6/27/2017
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
6/27/2017
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 13 spots remaining out of 25
Beyond the Stamp: Your Role, Responsibilities, and Risks as an Ohio Notary Public
7/13/2017
An advanced training class presented by the Ohio Society of Notaries
Topics include:
Location: Reed Memorial Library
167 E. Main Street
Ravenna, OH 44266
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
7/13/2017
An advanced training class presented by the Ohio Society of Notaries
Topics include:
- A little history – A Tradition of Trust for over 2,000 years
- Tools of the trade - seals, journals, insurance, pens
- Acknowledgement vs Jurat, and that all-important oath
- It’s YOUR commission - types of documents and situations: copy certifications, foreign language, out-of-state, non-English speakers, Ohio auto titles
- Staying out of trouble – IDs, competence & free will, advanced health directives, powers of attorney, foreign-language documents, Apostilles, AKA/NKA/FKA, Last Wills, physical limitations, employer situations, loose certificates, Medallion notaries, notary protests, travel fees, loan signings, relatives, electronic notarization, and much more!
- The Essential Steps for any notarization, and more tips for everyday situations.
- The Hall of Shame, featuring improper documents
- How to serve your community as a mobile notary
- Free Ohio notary help from our hotlines, 7 days a week.
Location: Reed Memorial Library
167 E. Main Street
Ravenna, OH 44266
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Fiscal Officers Networking Event
9/12/2017
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 15 spots remaining out of 25
9/12/2017
Join your peers for a lively discussion of the latest issues facing fiscal officers.
Please email any agenda items you are interested in discussing to Debbie Blair.
Location: NEO-RLS
1580 Georgetown Rd.
Hudson, OH 44236
There are currently 15 spots remaining out of 25
Beyond the Stamp: Your Role, Responsibilities, and Risks as an Ohio Notary Public
10/19/2017
An advanced training class presented by the Ohio Society of Notaries
Topics include:
Location: Lorain Public Library System
Avon Branch Library
Avon, OH 44011
There are currently 15 spots remaining out of 35
10/19/2017
An advanced training class presented by the Ohio Society of Notaries
Topics include:
- A little history – A Tradition of Trust for over 2,000 years
- Tools of the trade - seals, journals, insurance, pens
- Acknowledgement vs Jurat, and that all-important oath
- It’s YOUR commission - types of documents and situations: copy certifications, foreign language, out-of-state, non-English speakers, Ohio auto titles
- Staying out of trouble – IDs, competence & free will, advanced health directives, powers of attorney, foreign-language documents, Apostilles, AKA/NKA/FKA, Last Wills, physical limitations, employer situations, loose certificates, Medallion notaries, notary protests, travel fees, loan signings, relatives, electronic notarization, and much more!
- The Essential Steps for any notarization, and more tips for everyday situations.
- The Hall of Shame, featuring improper documents
- How to serve your community as a mobile notary
- Free Ohio notary help from our hotlines, 7 days a week.
Location: Lorain Public Library System
Avon Branch Library
Avon, OH 44011
There are currently 15 spots remaining out of 35
OPERS Workshop & Fiscal Officers Networking Event
12/8/2017
We will start the morning with an OPERS presenter that will be speaking on OPERS at Your Library: New Hire Guidelines, Online tools and Assisting Employees Ready for Retirement.
If you have any questions or content that you would like the speaker to cover, please email your comments to Debbie by November 17.
The speaker will be followed by lunch. The afternoon will consist of roundtable discussion. An agenda will be developed and distributed one week prior to the event. Please email any agenda items you are interested in discussing to Debbie.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 24 spots remaining out of 40
12/8/2017
We will start the morning with an OPERS presenter that will be speaking on OPERS at Your Library: New Hire Guidelines, Online tools and Assisting Employees Ready for Retirement.
If you have any questions or content that you would like the speaker to cover, please email your comments to Debbie by November 17.
The speaker will be followed by lunch. The afternoon will consist of roundtable discussion. An agenda will be developed and distributed one week prior to the event. Please email any agenda items you are interested in discussing to Debbie.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 24 spots remaining out of 40
Fiscal Officer's Network Meeting
8/17/2018
The morning session will included:
The Ohio Pooled Collateral System was rolled out a few months ago but many Fiscal Officers are still asking questions about the new website. Join us to learn more about how to navigate the website and how to use the tools on the website to your advantage.
Learning Objectives:
Presenter:
Lizz Lewis, Director of Legislative, Policy, and Constituent Affairs, Ohio Treasurer of State
Location: Cuyahoga Falls Public Library
2015 3rd St
Cuyahoga Falls, OH 44221
There are currently 13 spots remaining out of 30
8/17/2018
The morning session will included:
The Ohio Pooled Collateral System was rolled out a few months ago but many Fiscal Officers are still asking questions about the new website. Join us to learn more about how to navigate the website and how to use the tools on the website to your advantage.
Learning Objectives:
- Website navigation
- Website tools
- Website resources
- How to login
- When to login
Presenter:
Lizz Lewis, Director of Legislative, Policy, and Constituent Affairs, Ohio Treasurer of State
Location: Cuyahoga Falls Public Library
2015 3rd St
Cuyahoga Falls, OH 44221
There are currently 13 spots remaining out of 30
Fiscal Officers Network Meeting
12/7/2018
Join us for a lively discussion with your peer fiscal officers. Please send Debbie any items for the agenda to be discussed in the by November 27, 2018. The agenda will be distributed one week prior to the event.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 3 spots remaining out of 50
12/7/2018
Join us for a lively discussion with your peer fiscal officers. Please send Debbie any items for the agenda to be discussed in the by November 27, 2018. The agenda will be distributed one week prior to the event.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 3 spots remaining out of 50
Ohio's Open Meeting Act & Records Retention Basics
12/7/2018
Learning Objectives:
Zachary S. O’Driscoll, Assistant Legal Counsel. Mr. O’Driscoll began his tenure with the Auditor of State’s Office as a Legal Intern in June 2015. A native of Hudson, Ohio, Mr. O’Driscoll received his undergraduate degree from Heidelberg University before graduating from Capital University Law School in May 2017. While a law student at Capital, Mr. O’Driscoll served as Editor-in-Chief of The Capital University Law Review, Volume 45, and published an article on the constitutionality of the federal trademark statute’s prohibition on disparaging trademarks. He also served as one of the university’s Peer Advisors, Mock Trial members, and a teaching assistant to Professor Stanton G. Darling II.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 3 spots remaining out of 55
12/7/2018
Learning Objectives:
- Attendees will enhance their knowledge of the duty to provide access to public records
- Attendees will learn what should be included in a records retention schedule
- Attendees will learn about the importance a comprehensive records retention policy and posting obligations
Zachary S. O’Driscoll, Assistant Legal Counsel. Mr. O’Driscoll began his tenure with the Auditor of State’s Office as a Legal Intern in June 2015. A native of Hudson, Ohio, Mr. O’Driscoll received his undergraduate degree from Heidelberg University before graduating from Capital University Law School in May 2017. While a law student at Capital, Mr. O’Driscoll served as Editor-in-Chief of The Capital University Law Review, Volume 45, and published an article on the constitutionality of the federal trademark statute’s prohibition on disparaging trademarks. He also served as one of the university’s Peer Advisors, Mock Trial members, and a teaching assistant to Professor Stanton G. Darling II.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd
Stow, OH 44224
There are currently 3 spots remaining out of 55
Fiscal Officers and Human Resources Network Meeting
3/8/2019
Join your peers for a lively discussion of the latest issues facing human resources and fiscal officers. Please send any items to be discussed for the agenda by February 25, 2019 to Yvette Wasko or Debbie Blair. The agenda will be distributed one week prior to the event.
Location: Akron Summit County Public Library
60 S High St
Akron, OH 44326
There are currently 12 spots remaining out of 50
3/8/2019
Join your peers for a lively discussion of the latest issues facing human resources and fiscal officers. Please send any items to be discussed for the agenda by February 25, 2019 to Yvette Wasko or Debbie Blair. The agenda will be distributed one week prior to the event.
Location: Akron Summit County Public Library
60 S High St
Akron, OH 44326
There are currently 12 spots remaining out of 50
Fiscal Officers and Human Resources Network Meeting
6/21/2019
Join your peers for a lively discussion of the latest issues facing human resources and fiscal officers. Please send any items to be discussed for the agenda by June 10, 2019 to Yvette Wasko or Debbie Blair. The agenda will be distributed one week prior to the event.
Location: Westlake Porter Public Library
27333 Center Ridge Road
Westlake, OH 44145
There are currently 23 spots remaining out of 60
6/21/2019
Join your peers for a lively discussion of the latest issues facing human resources and fiscal officers. Please send any items to be discussed for the agenda by June 10, 2019 to Yvette Wasko or Debbie Blair. The agenda will be distributed one week prior to the event.
Location: Westlake Porter Public Library
27333 Center Ridge Road
Westlake, OH 44145
There are currently 23 spots remaining out of 60
AOS Training and Fiscal Officer Network
2/21/2020
Location: Cuyahoga Falls Library
2015 3rd St
Cuyahoga Falls, OH 44221
2/21/2020
Morning Session:
Audits are part of our routine but sometimes cause undue stress. Learn how to prepare for your audit and stay up to date on the latest areas of focus for the auditors. We will also learn about the most common library citations and how to avoid them.
Learning Objectives:
· Learn about the audit process
· What records are needed for an audit
· Explore the pros and cons of an AUP if you are eligible
Presenter:
Joey S. Jones, CPA, is the Chief Auditor for the East Regional Office with Auditor of State Dave Yost’s office, and manages a staff of 68 employees and oversees the completion of over 700 audits for AOS clients and IPA clients in the East region. Joey has been with the Auditor of State’s office for 25 years and has been entertaining audiences (training) for 17 years.
Joey has a bachelor’s degree in accounting and business management from Kent State University. Joey is a member of the National Government Finance Officers Association (GFOA), the GFOA Certificate Special Review Committee, the Ohio GFOA, and the Ohio Society of CPAs.
The afternoon will be a roundtable discussion. Please send Debbie any items for the agenda to be discussed in the afternoon by February 14, 2020.
Location: Cuyahoga Falls Library
2015 3rd St
Cuyahoga Falls, OH 44221
Human Resources Network Meeting
3/20/2020
Join your peers for a lively discussion of the latest issues facing human resources.
Speaker TBA
Please send any items to be discussed for the agenda by March 6, 2020 to Yvette Wasko.. The agenda will be distributed one week prior to the event.
Location: Akron Summit County Public Library
60 S High St
Akron, OH 44326
There are currently 10 spots remaining out of 40
3/20/2020
Join your peers for a lively discussion of the latest issues facing human resources.
Speaker TBA
Please send any items to be discussed for the agenda by March 6, 2020 to Yvette Wasko.. The agenda will be distributed one week prior to the event.
Location: Akron Summit County Public Library
60 S High St
Akron, OH 44326
There are currently 10 spots remaining out of 40
[NEW] Human Resource and Fiscal Officer Virtual Networking Meeting
4/17/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 17 spots remaining out of 95
4/17/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 17 spots remaining out of 95
[NEW] Human Resource and Fiscal Officer Virtual Networking Meeting
4/24/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 223 spots remaining out of 300
4/24/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 223 spots remaining out of 300
[NEW] Human Resource and Fiscal Officer Virtual Networking Meeting
5/8/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
5/8/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
An Overview of SharedWork Ohio and the CARES Act
5/8/2020 - 5/8/2020
A high-level overview of the CARES Act provisions and an overview on the SharedWork Ohio program will be presented by the Ohio Department of Job and Family Services.
Presenter: Juliane Barone, Legal Chief, OUIO Legal Support, Ohio Department of Job and Family Services
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
5/8/2020 - 5/8/2020
A high-level overview of the CARES Act provisions and an overview on the SharedWork Ohio program will be presented by the Ohio Department of Job and Family Services.Presenter: Juliane Barone, Legal Chief, OUIO Legal Support, Ohio Department of Job and Family Services
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Human Resource and Fiscal Officer Virtual Networking Meeting
5/15/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 227 spots remaining out of 300
5/15/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
There are currently 227 spots remaining out of 300
Human Resource and Fiscal Officer Virtual Networking Meeting
5/22/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
5/22/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
6/5/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
6/5/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
6/19/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
6/19/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
7/10/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
7/10/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Budgeting Part 1: The Rules
7/22/2020
Learning Objectives:
Amie Lynn, CPA, Fiscal Officer, Massillon Public Library
Location: Online
Via Adobe Connect
There are currently 7 spots remaining out of 50
7/22/2020
Learning Objectives:
- Accounting terminology defined.
- Typical accounting processes explained.
- Laws and rules affecting budgeting explained.
Amie Lynn, CPA, Fiscal Officer, Massillon Public Library
Location: Online
Via Adobe Connect
There are currently 7 spots remaining out of 50
Budgeting Part 1: The Rules
7/22/2020
Learning Objectives:
Amie Lynn, CPA, Fiscal Officer, Massillon Public Library
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
There are currently 27 spots remaining out of 50
7/22/2020
Learning Objectives:
-
Accounting terminology defined.
-
Typical accounting processes explained.
-
Laws and rules affecting budgeting explained.
Amie Lynn, CPA, Fiscal Officer, Massillon Public Library
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
There are currently 27 spots remaining out of 50
Human Resource and Fiscal Officer Virtual Networking Meeting
7/31/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
7/31/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Budgeting Part 2: The Process
8/25/2020
Learning Objectives: Presenter:
Location: Online
Via Adobe Connect
There are currently 11 spots remaining out of 50
8/25/2020
Learning Objectives: Presenter:
- Learn how to interpret standard accounting reports.
- Learn how to convert your Strategic Plan into a Budget.
- Learn the basics of Revenue and Expense budgeting.
Location: Online
Via Adobe Connect
There are currently 11 spots remaining out of 50
Budgeting Part 2: The Process
8/25/2020
Learning Objectives: Presenter:
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
There are currently 34 spots remaining out of 50
8/25/2020
Learning Objectives: Presenter:
-
Learn how to interpret standard accounting reports.
-
Learn how to convert your Strategic Plan into a Budget.
-
Learn the basics of Revenue and Expense budgeting.
When you receive your confirmation of registration for this archive the link to the archive will be included in the confirmation email.
Location: Online
Via Adobe Connect
There are currently 34 spots remaining out of 50
Human Resource and Fiscal Officer Virtual Networking Meeting
10/9/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
10/9/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
12/4/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
12/4/2020
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
2/5/2021
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
2/5/2021
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
7/16/2021
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
7/16/2021
We know these uncertain times are a challenge for everyone. Here is an opportunity to talk with your peers and learn how they are managing this crisis. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
3/4/2022
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
3/4/2022
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Ohio Sunshine Laws
5/10/2022
A one-hour virtual presentation given by the Ohio Auditor of State’s Chief Legal Counsel, Mary DeGenaro, on the Ohio Public Records Act and Open Meeting Act, as well as the importance of proper record retention.
Learning Objectives;
Mary DeGenaro is the Chief Legal Counsel for Auditor of State Keith Faber, the third branch of government in which she has served Ohio. For 18 years she served in the judiciary as the 159th justice of the Ohio Supreme Court and as a judge on the Seventh District Court of Appeals, comprised of Belmont, Carroll, Columbiana, Harrison, Jefferson, Mahoning, Monroe and Noble Counties. Prior to that she was a member of Poland Village Council.
Admitted to the Ohio bar in 1986, Mary is also admitted to practice in the federal courts, including the U.S. Supreme Court and the Sixth Circuit Court of Appeals. She earned her Bachelor of Arts degree in 1983 from Youngstown State University and her law degree in 1986 from the Cleveland-Marshall College of Law at Cleveland State University, where she interned with U.S. District Judge George White.
Location: Online via Zoom
5/10/2022
A one-hour virtual presentation given by the Ohio Auditor of State’s Chief Legal Counsel, Mary DeGenaro, on the Ohio Public Records Act and Open Meeting Act, as well as the importance of proper record retention.
Learning Objectives;
- Provide understanding of Ohio’s Public Records Act
- Provide understanding of Ohio’s Open Meetings Act
- Provide understanding of Ohio’s Record Retention Laws
Mary DeGenaro is the Chief Legal Counsel for Auditor of State Keith Faber, the third branch of government in which she has served Ohio. For 18 years she served in the judiciary as the 159th justice of the Ohio Supreme Court and as a judge on the Seventh District Court of Appeals, comprised of Belmont, Carroll, Columbiana, Harrison, Jefferson, Mahoning, Monroe and Noble Counties. Prior to that she was a member of Poland Village Council. Admitted to the Ohio bar in 1986, Mary is also admitted to practice in the federal courts, including the U.S. Supreme Court and the Sixth Circuit Court of Appeals. She earned her Bachelor of Arts degree in 1983 from Youngstown State University and her law degree in 1986 from the Cleveland-Marshall College of Law at Cleveland State University, where she interned with U.S. District Judge George White.
Location: Online via Zoom
Ohio Sunshine Laws
5/10/2022
Recorded 5/10/2022
A one-hour virtual presentation given by the Ohio Auditor of State’s Chief Legal Counsel, Mary DeGenaro, on the Ohio Public Records Act and Open Meeting Act, as well as the importance of proper record retention.
Learning Objectives;
Mary DeGenaro is the Chief Legal Counsel for Auditor of State Keith Faber, the third branch of government in which she has served Ohio. For 18 years she served in the judiciary as the 159th justice of the Ohio Supreme Court and as a judge on the Seventh District Court of Appeals, comprised of Belmont, Carroll, Columbiana, Harrison, Jefferson, Mahoning, Monroe and Noble Counties. Prior to that she was a member of Poland Village Council.
Admitted to the Ohio bar in 1986, Mary is also admitted to practice in the federal courts, including the U.S. Supreme Court and the Sixth Circuit Court of Appeals. She earned her Bachelor of Arts degree in 1983 from Youngstown State University and her law degree in 1986 from the Cleveland-Marshall College of Law at Cleveland State University, where she interned with U.S. District Judge George White.
Location: Online via Zoom
5/10/2022
Recorded 5/10/2022A one-hour virtual presentation given by the Ohio Auditor of State’s Chief Legal Counsel, Mary DeGenaro, on the Ohio Public Records Act and Open Meeting Act, as well as the importance of proper record retention.
Learning Objectives;
- Provide understanding of Ohio’s Public Records Act
- Provide understanding of Ohio’s Open Meetings Act
- Provide understanding of Ohio’s Record Retention Laws
Mary DeGenaro is the Chief Legal Counsel for Auditor of State Keith Faber, the third branch of government in which she has served Ohio. For 18 years she served in the judiciary as the 159th justice of the Ohio Supreme Court and as a judge on the Seventh District Court of Appeals, comprised of Belmont, Carroll, Columbiana, Harrison, Jefferson, Mahoning, Monroe and Noble Counties. Prior to that she was a member of Poland Village Council. Admitted to the Ohio bar in 1986, Mary is also admitted to practice in the federal courts, including the U.S. Supreme Court and the Sixth Circuit Court of Appeals. She earned her Bachelor of Arts degree in 1983 from Youngstown State University and her law degree in 1986 from the Cleveland-Marshall College of Law at Cleveland State University, where she interned with U.S. District Judge George White.
Location: Online via Zoom
Needs, Wants and Reality: Navigating Project Financing
5/19/2022
Financing projects big and small is interdisciplinary — legal and financial. This session will review voted and unvoted legal options for financing projects and the related cost of funds for each option. Fitting financing into an overall financial and facilities plan will also be discussed as well as managing expectations about what is possible given practical constraints.
Learning Objectives:
Presenters:
Rebecca Princehorn, Partner, Bricker & Eckler LLP
Rebecca Princehorn is a partner in Bricker & Eckler's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio publicly offered Public Library Fund-backed library notes. She has also structured collaborations between local governments, particularly those involving libraries and school districts, and gifts to local governments. Becky is a frequent lecturer on public finance for several organizations, including the Ohio Library Council, Buckeye Association of School Administrators, Ohio School Boards Association, Ohio Association of School Business Officials, Ohio Township Association, Ohio Association of Public Treasurers, Ohio Prosecuting Attorneys Association and the Ohio Association of County Boards of Developmental Disabilities. She serves as Editor of Baldwin's Ohio Practice, Local Government Law-Township, published by Thomson/Reuters Publishing.
Patrick King, Senior Vice President of Public Finance, Stifel, Nicolaus & Company, Inc.
Lauren Hagan, Chief Financial Officer/Fiscal Officer, Columbus Metropolitan Library
Lauren joined CML in January 2018. As the library’s Chief Financial Officer, Lauren leads the Finance, Property Management, Procurement, Capital Planning & Project Management and Data Analytics & Insights departments. Prior to joining CML, Lauren served as Senior Associate Vice President of Finance and Controller at Loyola University Chicago and was responsible for the financial operations of several significant units within the finance division including general accounting, financial systems, payroll, the student business office and accounts payable. Lauren had the pleasure of working at Loyola University Chicago for nearly eight years where she held various roles in finance and administration. Lauren’s career began in public accounting gaining experience in both audit and tax at two large public accounting firms. Lauren is passionate about issues affecting women and families and is on the finance committee of South Side Early Learning (SSEL) an early childhood nonprofit. Lauren is a member of Columbus Business First’s 40 Under 40 class of 2020. Lauren earned Bachelor’s and Master’s degrees in accounting from Loyola University Chicago; she is also a CPA. Lauren and her husband Jim Venetucci live in Hilliard and have two young children, Joe (6) and Theo (3).
Location: Online via Zoom
5/19/2022
Financing projects big and small is interdisciplinary — legal and financial. This session will review voted and unvoted legal options for financing projects and the related cost of funds for each option. Fitting financing into an overall financial and facilities plan will also be discussed as well as managing expectations about what is possible given practical constraints.
Learning Objectives:
- Learn options for financing library building projects including utilizing PLF notes.
-
Identify legal elements of financing library projects.
-
Utilizing facilities plans in the budget process
Presenters:
Rebecca Princehorn, Partner, Bricker & Eckler LLPRebecca Princehorn is a partner in Bricker & Eckler's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio publicly offered Public Library Fund-backed library notes. She has also structured collaborations between local governments, particularly those involving libraries and school districts, and gifts to local governments. Becky is a frequent lecturer on public finance for several organizations, including the Ohio Library Council, Buckeye Association of School Administrators, Ohio School Boards Association, Ohio Association of School Business Officials, Ohio Township Association, Ohio Association of Public Treasurers, Ohio Prosecuting Attorneys Association and the Ohio Association of County Boards of Developmental Disabilities. She serves as Editor of Baldwin's Ohio Practice, Local Government Law-Township, published by Thomson/Reuters Publishing.
Patrick King, Senior Vice President of Public Finance, Stifel, Nicolaus & Company, Inc.
Lauren Hagan, Chief Financial Officer/Fiscal Officer, Columbus Metropolitan LibraryLauren joined CML in January 2018. As the library’s Chief Financial Officer, Lauren leads the Finance, Property Management, Procurement, Capital Planning & Project Management and Data Analytics & Insights departments. Prior to joining CML, Lauren served as Senior Associate Vice President of Finance and Controller at Loyola University Chicago and was responsible for the financial operations of several significant units within the finance division including general accounting, financial systems, payroll, the student business office and accounts payable. Lauren had the pleasure of working at Loyola University Chicago for nearly eight years where she held various roles in finance and administration. Lauren’s career began in public accounting gaining experience in both audit and tax at two large public accounting firms. Lauren is passionate about issues affecting women and families and is on the finance committee of South Side Early Learning (SSEL) an early childhood nonprofit. Lauren is a member of Columbus Business First’s 40 Under 40 class of 2020. Lauren earned Bachelor’s and Master’s degrees in accounting from Loyola University Chicago; she is also a CPA. Lauren and her husband Jim Venetucci live in Hilliard and have two young children, Joe (6) and Theo (3).
Location: Online via Zoom
Needs, Wants and Reality: Navigating Project Financing
5/19/2022
Recorded 5/19/2022
Financing projects big and small is interdisciplinary — legal and financial. This session will review voted and unvoted legal options for financing projects and the related cost of funds for each option. Fitting financing into an overall financial and facilities plan will also be discussed as well as managing expectations about what is possible given practical constraints.
Learning Objectives:
Presenters:
Rebecca Princehorn, Partner, Bricker & Eckler LLP
Rebecca Princehorn is a partner in Bricker & Eckler's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio publicly offered Public Library Fund-backed library notes. She has also structured collaborations between local governments, particularly those involving libraries and school districts, and gifts to local governments. Becky is a frequent lecturer on public finance for several organizations, including the Ohio Library Council, Buckeye Association of School Administrators, Ohio School Boards Association, Ohio Association of School Business Officials, Ohio Township Association, Ohio Association of Public Treasurers, Ohio Prosecuting Attorneys Association and the Ohio Association of County Boards of Developmental Disabilities. She serves as Editor of Baldwin's Ohio Practice, Local Government Law-Township, published by Thomson/Reuters Publishing.
Patrick King, Senior Vice President of Public Finance, Stifel, Nicolaus & Company, Inc.
Lauren Hagan, Chief Financial Officer/Fiscal Officer, Columbus Metropolitan Library
Lauren joined CML in January 2018. As the library’s Chief Financial Officer, Lauren leads the Finance, Property Management, Procurement, Capital Planning & Project Management and Data Analytics & Insights departments. Prior to joining CML, Lauren served as Senior Associate Vice President of Finance and Controller at Loyola University Chicago and was responsible for the financial operations of several significant units within the finance division including general accounting, financial systems, payroll, the student business office and accounts payable. Lauren had the pleasure of working at Loyola University Chicago for nearly eight years where she held various roles in finance and administration. Lauren’s career began in public accounting gaining experience in both audit and tax at two large public accounting firms. Lauren is passionate about issues affecting women and families and is on the finance committee of South Side Early Learning (SSEL) an early childhood nonprofit. Lauren is a member of Columbus Business First’s 40 Under 40 class of 2020. Lauren earned Bachelor’s and Master’s degrees in accounting from Loyola University Chicago; she is also a CPA. Lauren and her husband Jim Venetucci live in Hilliard and have two young children, Joe (6) and Theo (3).
Location: Online via Zoom
5/19/2022
Recorded 5/19/2022Financing projects big and small is interdisciplinary — legal and financial. This session will review voted and unvoted legal options for financing projects and the related cost of funds for each option. Fitting financing into an overall financial and facilities plan will also be discussed as well as managing expectations about what is possible given practical constraints.
Learning Objectives:
- Learn options for financing library building projects including utilizing PLF notes.
-
Identify legal elements of financing library projects.
-
Utilizing facilities plans in the budget process
Presenters:
Rebecca Princehorn, Partner, Bricker & Eckler LLPRebecca Princehorn is a partner in Bricker & Eckler's Public Finance group. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio publicly offered Public Library Fund-backed library notes. She has also structured collaborations between local governments, particularly those involving libraries and school districts, and gifts to local governments. Becky is a frequent lecturer on public finance for several organizations, including the Ohio Library Council, Buckeye Association of School Administrators, Ohio School Boards Association, Ohio Association of School Business Officials, Ohio Township Association, Ohio Association of Public Treasurers, Ohio Prosecuting Attorneys Association and the Ohio Association of County Boards of Developmental Disabilities. She serves as Editor of Baldwin's Ohio Practice, Local Government Law-Township, published by Thomson/Reuters Publishing.
Patrick King, Senior Vice President of Public Finance, Stifel, Nicolaus & Company, Inc.
Lauren Hagan, Chief Financial Officer/Fiscal Officer, Columbus Metropolitan LibraryLauren joined CML in January 2018. As the library’s Chief Financial Officer, Lauren leads the Finance, Property Management, Procurement, Capital Planning & Project Management and Data Analytics & Insights departments. Prior to joining CML, Lauren served as Senior Associate Vice President of Finance and Controller at Loyola University Chicago and was responsible for the financial operations of several significant units within the finance division including general accounting, financial systems, payroll, the student business office and accounts payable. Lauren had the pleasure of working at Loyola University Chicago for nearly eight years where she held various roles in finance and administration. Lauren’s career began in public accounting gaining experience in both audit and tax at two large public accounting firms. Lauren is passionate about issues affecting women and families and is on the finance committee of South Side Early Learning (SSEL) an early childhood nonprofit. Lauren is a member of Columbus Business First’s 40 Under 40 class of 2020. Lauren earned Bachelor’s and Master’s degrees in accounting from Loyola University Chicago; she is also a CPA. Lauren and her husband Jim Venetucci live in Hilliard and have two young children, Joe (6) and Theo (3).
Location: Online via Zoom
Public Bidding and Requirements for Design Professionals and Construction
6/7/2022
Learn more about the processes required by Ohio law specifically for public libraries and what you need to know to make sure your library is following the law when hiring a Design Professional, Contractor, Construction Manager at Risk, or Design-Builder – it’s not just bidding anymore!
Learning Objectives:
Presenters:
Laura Bowman, Partner Bricker & Eckler
Laura Bowman’s practice focuses on the preparation of construction project documents on behalf of private and public owners. Laura provides guidance on project delivery systems, including construction manager at risk and design-build, and creates procurement and bidding documents as well as construction project contracts. Her experience also includes advising public owners on compliance with Ohio statutory requirements relating to construction bidding and procurement. Project values vary from less than $100,000 to over $1 billion.
Laura represents a variety of public and private entities in Ohio. She has worked on agreements for private developers; renovation and new build projects for cities, villages, townships, libraries, counties and port authorities; jail construction and renovation projects; water/wastewater construction projects; and school renovations, including urgent necessity projects.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan Library
Throughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
6/7/2022
Learn more about the processes required by Ohio law specifically for public libraries and what you need to know to make sure your library is following the law when hiring a Design Professional, Contractor, Construction Manager at Risk, or Design-Builder – it’s not just bidding anymore!
Learning Objectives:
-
Understand what the law states regarding selecting an architect and/or engineer.
-
Learn the difference between different construction methodologies.
-
Hear tips for interviewing architects.
Presenters:
Laura Bowman, Partner Bricker & EcklerLaura Bowman’s practice focuses on the preparation of construction project documents on behalf of private and public owners. Laura provides guidance on project delivery systems, including construction manager at risk and design-build, and creates procurement and bidding documents as well as construction project contracts. Her experience also includes advising public owners on compliance with Ohio statutory requirements relating to construction bidding and procurement. Project values vary from less than $100,000 to over $1 billion.
Laura represents a variety of public and private entities in Ohio. She has worked on agreements for private developers; renovation and new build projects for cities, villages, townships, libraries, counties and port authorities; jail construction and renovation projects; water/wastewater construction projects; and school renovations, including urgent necessity projects.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan LibraryThroughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
Public Bidding and Requirements for Design Professionals and Construction
6/7/2022
Recorded 6/7/2022
Learn more about the processes required by Ohio law specifically for public libraries and what you need to know to make sure your library is following the law when hiring a Design Professional, Contractor, Construction Manager at Risk, or Design-Builder – it’s not just bidding anymore!
Learning Objectives:
Presenters:
Laura Bowman, Partner Bricker & Eckler
Laura Bowman’s practice focuses on the preparation of construction project documents on behalf of private and public owners. Laura provides guidance on project delivery systems, including construction manager at risk and design-build, and creates procurement and bidding documents as well as construction project contracts. Her experience also includes advising public owners on compliance with Ohio statutory requirements relating to construction bidding and procurement. Project values vary from less than $100,000 to over $1 billion.
Laura represents a variety of public and private entities in Ohio. She has worked on agreements for private developers; renovation and new build projects for cities, villages, townships, libraries, counties and port authorities; jail construction and renovation projects; water/wastewater construction projects; and school renovations, including urgent necessity projects.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan Library
Throughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
6/7/2022
Recorded 6/7/2022Learn more about the processes required by Ohio law specifically for public libraries and what you need to know to make sure your library is following the law when hiring a Design Professional, Contractor, Construction Manager at Risk, or Design-Builder – it’s not just bidding anymore!
Learning Objectives:
-
Understand what the law states regarding selecting an architect and/or engineer.
-
Learn the difference between different construction methodologies.
-
Hear tips for interviewing architects.
Presenters:
Laura Bowman, Partner Bricker & EcklerLaura Bowman’s practice focuses on the preparation of construction project documents on behalf of private and public owners. Laura provides guidance on project delivery systems, including construction manager at risk and design-build, and creates procurement and bidding documents as well as construction project contracts. Her experience also includes advising public owners on compliance with Ohio statutory requirements relating to construction bidding and procurement. Project values vary from less than $100,000 to over $1 billion.
Laura represents a variety of public and private entities in Ohio. She has worked on agreements for private developers; renovation and new build projects for cities, villages, townships, libraries, counties and port authorities; jail construction and renovation projects; water/wastewater construction projects; and school renovations, including urgent necessity projects.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan LibraryThroughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
Human Resource and Fiscal Officer Networking Meeting - In-person
6/17/2022
Here is an opportunity to share your challenges and successes with your peers. This will be an in-person meeting at the newly built Bainbridge Branch of Geauga County Public Library We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Bainbridge Branch
17222 Snyder Rd.
Chagrin Falls, OH 44023
There are currently 4 spots remaining out of 30
6/17/2022
Here is an opportunity to share your challenges and successes with your peers. This will be an in-person meeting at the newly built Bainbridge Branch of Geauga County Public Library We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Bainbridge Branch
17222 Snyder Rd.
Chagrin Falls, OH 44023
There are currently 4 spots remaining out of 30
Library Renovations: Considerations and Case Studies
7/14/2022
Peter Bolek, President and Director of design for HBM Architects, is the heart of the firm’s collaborative working model, taking an active role in both strategic and detailed design solutions in the studio. His passion lies in the belief that in addition to solving complex and pragmatic needs of a client’s program, design has the transformative power to enhance our everyday life experiences. Peter provides design leadership and insight into all the firm’s projects, as well as acting as the project designer on the firm’s most significant projects.
Peter has more than 20 years of experience with public sector clients and has participated in and orchestrated all facets of feasibility studies, programming, planning, design and construction of library projects across the country.
Location: Online via Zoom
7/14/2022
You’ve decided to renovate your library either in its entirety or just a section. This session will cover case studies of recent library renovations in the state of Ohio. The presenters will share what decisions they had to make during the design and construction process, as well as lessons learned. There will be ample time for questions.
Learning Objectives:-
Learn what design considerations to contemplate when renovating a library.
-
Hear lessons learned from recent renovation projects in Ohio libraries.
- Understand considerations for historical renovations.
Peter Bolek, President and Director of design for HBM Architects, is the heart of the firm’s collaborative working model, taking an active role in both strategic and detailed design solutions in the studio. His passion lies in the belief that in addition to solving complex and pragmatic needs of a client’s program, design has the transformative power to enhance our everyday life experiences. Peter provides design leadership and insight into all the firm’s projects, as well as acting as the project designer on the firm’s most significant projects. Peter has more than 20 years of experience with public sector clients and has participated in and orchestrated all facets of feasibility studies, programming, planning, design and construction of library projects across the country.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan Library
Throughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
Library Renovations: Considerations and Case Studies
7/14/2022
Peter Bolek, President and Director of design for HBM Architects, is the heart of the firm’s collaborative working model, taking an active role in both strategic and detailed design solutions in the studio. His passion lies in the belief that in addition to solving complex and pragmatic needs of a client’s program, design has the transformative power to enhance our everyday life experiences. Peter provides design leadership and insight into all the firm’s projects, as well as acting as the project designer on the firm’s most significant projects.
Peter has more than 20 years of experience with public sector clients and has participated in and orchestrated all facets of feasibility studies, programming, planning, design and construction of library projects across the country.
Location: Online via Zoom
7/14/2022
Recorded 7/14/2022
You’ve decided to renovate your library either in its entirety or just a section. This session will cover case studies of recent library renovations in the state of Ohio. The presenters will share what decisions they had to make during the design and construction process, as well as lessons learned. There will be ample time for questions.
-
Learn what design considerations to contemplate when renovating a library.
-
Hear lessons learned from recent renovation projects in Ohio libraries.
- Understand considerations for historical renovations.
Peter Bolek, President and Director of design for HBM Architects, is the heart of the firm’s collaborative working model, taking an active role in both strategic and detailed design solutions in the studio. His passion lies in the belief that in addition to solving complex and pragmatic needs of a client’s program, design has the transformative power to enhance our everyday life experiences. Peter provides design leadership and insight into all the firm’s projects, as well as acting as the project designer on the firm’s most significant projects. Peter has more than 20 years of experience with public sector clients and has participated in and orchestrated all facets of feasibility studies, programming, planning, design and construction of library projects across the country.
Wendy Tressler, M.Ed, MLIS, Director of Capital Planning & Project Management, Columbus Metropolitan Library
Throughout the past two decades, Wendy Tressler, M.Ed., MLIS has worked in a variety of leadership roles at Columbus Metropolitan Library (CML). Currently serving as the Director of Capital Planning & Project Management, she leads construction, facilities, technology, and lean/operational excellence projects for the library’s 24-building system. In her role, Tressler leads the library’s nearly $275M aspirational building program that includes the replacement or significant renovation of 18 buildings to date.
Ms. Tressler is one of only a few women in Ohio leading construction management, and is recognized as an expert in library facilities building planning and project management. Her expertise and consultation has been shared widely; presenting and serving on numerous local, state, regional and national panels for the library, architecture and construction industries. Tressler’s leadership experience includes the Ohio Library Council and American Library Association (ALA). She has also guest lectured at Kent State University- Columbus Campus Master of Library Information Sciences (MLIS) program and Syracuse University Online MLIS program on project management in libraries. Tressler has been a member of ALA’s Core Library Interiors & Furnishings and Equipment committee since 2014 and was appointed Chair of the Building and Operations Section Leadership Team.
Location: Online via Zoom
Furniture Evaluation and Selection in Public Libraries
7/26/2022
Columbus Metropolitan Library staff will share their expertise in the evaluation and selection of furnishings for public library settings. Case study examples will be shown including what products and materials have worked well and what have not. Magee and Jones both hold degrees in Interior Design and have experience working in the industry.
Learning Objectives:
Steve Magee, Senior Project Manager
Deanna Jones, Senior Project Manager, Columbus Metropolitan Library
Location: Online via Zoom
7/26/2022
Columbus Metropolitan Library staff will share their expertise in the evaluation and selection of furnishings for public library settings. Case study examples will be shown including what products and materials have worked well and what have not. Magee and Jones both hold degrees in Interior Design and have experience working in the industry.
Learning Objectives:
-
Learn tips and tricks for selecting furniture.
-
Identify considerations in selecting fabric/material options.
-
See what’s new in furniture options.
Steve Magee, Senior Project Manager
Deanna Jones, Senior Project Manager, Columbus Metropolitan Library
Location: Online via Zoom
Furniture Evaluation and Selection in Public Libraries
7/26/2022
Recorded 7/26/2022
Columbus Metropolitan Library staff will share their expertise in the evaluation and selection of furnishings for public library settings. Case study examples will be shown including what products and materials have worked well and what have not. Magee and Jones both hold degrees in Interior Design and have experience working in the industry.
Learning Objectives:
Steve Magee, Senior Project Manager
Deanna Jones, Senior Project Manager, Columbus Metropolitan Library
Location: Online via Zoom
7/26/2022
Recorded 7/26/2022Columbus Metropolitan Library staff will share their expertise in the evaluation and selection of furnishings for public library settings. Case study examples will be shown including what products and materials have worked well and what have not. Magee and Jones both hold degrees in Interior Design and have experience working in the industry.
Learning Objectives:
-
Learn tips and tricks for selecting furniture.
-
Identify considerations in selecting fabric/material options.
-
See what’s new in furniture options.
Steve Magee, Senior Project Manager
Deanna Jones, Senior Project Manager, Columbus Metropolitan Library
Location: Online via Zoom
Human Resource and Fiscal Officer Virtual Networking Meeting
9/16/2022
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
9/16/2022
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Getting the Most Out of Your Budget
10/12/2022
Explore methods to manage a busy library or department on a lean budget. Learn about priority and project planning and preparing for surprises. This session will also explore how outside funding like grants can provide a valuable boost of financing.
Learning Objectives:
Julia Boxler is the Youth Programming Manager at Cuyahoga County Public Library. In her role, she has led programming from birth to age 18 and has been an integral lead in a number of youth initiatives at CCPL. Julia’s work includes the expansion and re-imagination of homework services, the creation of a new avenue of programming to assist youth who struggle to meet the third-grade reading guarantee, the coordination of Parent Engagement programming, including a kindergarten readiness initiative, and the ongoing creation of partnerships with local organizations to support youth with special needs and their families. Julia's ability to get the most our of her budget has provided the resources necessary to implement her various programs.
Rebecca Ranallo, Director of the Literacy & Learning
Rebecca leads the development, implementation, oversight, and evaluation of library programming and literacy services for people of all ages. Community needs are ever-changing, and Rebecca works to ensure that CCPL embraces the challenges in our community and recognizes the value of life-long learning. With more than fifteen years in public libraries, Rebecca has a strong history of implementing library initiatives that build confidence and access across the community and is expert at getting the most from her budget in order to do so.
Location: Online via Zoom
10/12/2022
Explore methods to manage a busy library or department on a lean budget. Learn about priority and project planning and preparing for surprises. This session will also explore how outside funding like grants can provide a valuable boost of financing.
Learning Objectives:
- Learn how to prioritize your budget.
- Identify grants funds that meet your objectives.
- Gain strategies for assessing the value and cost of outside funding.
Julia Boxler is the Youth Programming Manager at Cuyahoga County Public Library. In her role, she has led programming from birth to age 18 and has been an integral lead in a number of youth initiatives at CCPL. Julia’s work includes the expansion and re-imagination of homework services, the creation of a new avenue of programming to assist youth who struggle to meet the third-grade reading guarantee, the coordination of Parent Engagement programming, including a kindergarten readiness initiative, and the ongoing creation of partnerships with local organizations to support youth with special needs and their families. Julia's ability to get the most our of her budget has provided the resources necessary to implement her various programs.Rebecca Ranallo, Director of the Literacy & LearningRebecca leads the development, implementation, oversight, and evaluation of library programming and literacy services for people of all ages. Community needs are ever-changing, and Rebecca works to ensure that CCPL embraces the challenges in our community and recognizes the value of life-long learning. With more than fifteen years in public libraries, Rebecca has a strong history of implementing library initiatives that build confidence and access across the community and is expert at getting the most from her budget in order to do so.
Location: Online via Zoom
Getting the Most Out of Your Budget
10/12/2022
Recorded 10/12/2022
Explore methods to manage a busy library or department on a lean budget. Learn about priority and project planning and preparing for surprises. This session will also explore how outside funding like grants can provide a valuable boost of financing.
Learning Objectives:
Julia Boxler is the Youth Programming Manager at Cuyahoga County Public Library. In her role, she has led programming from birth to age 18 and has been an integral lead in a number of youth initiatives at CCPL. Julia’s work includes the expansion and re-imagination of homework services, the creation of a new avenue of programming to assist youth who struggle to meet the third-grade reading guarantee, the coordination of Parent Engagement programming, including a kindergarten readiness initiative, and the ongoing creation of partnerships with local organizations to support youth with special needs and their families. Julia's ability to get the most our of her budget has provided the resources necessary to implement her various programs.
Rebecca Ranallo, Director of the Literacy & Learning
Rebecca leads the development, implementation, oversight, and evaluation of library programming and literacy services for people of all ages. Community needs are ever-changing, and Rebecca works to ensure that CCPL embraces the challenges in our community and recognizes the value of life-long learning. With more than fifteen years in public libraries, Rebecca has a strong history of implementing library initiatives that build confidence and access across the community and is expert at getting the most from her budget in order to do so.
Location: Online via Zoom
10/12/2022
Recorded 10/12/2022Explore methods to manage a busy library or department on a lean budget. Learn about priority and project planning and preparing for surprises. This session will also explore how outside funding like grants can provide a valuable boost of financing.
Learning Objectives:
- Learn how to prioritize your budget.
- Identify grants funds that meet your objectives.
- Gain strategies for assessing the value and cost of outside funding.
Julia Boxler is the Youth Programming Manager at Cuyahoga County Public Library. In her role, she has led programming from birth to age 18 and has been an integral lead in a number of youth initiatives at CCPL. Julia’s work includes the expansion and re-imagination of homework services, the creation of a new avenue of programming to assist youth who struggle to meet the third-grade reading guarantee, the coordination of Parent Engagement programming, including a kindergarten readiness initiative, and the ongoing creation of partnerships with local organizations to support youth with special needs and their families. Julia's ability to get the most our of her budget has provided the resources necessary to implement her various programs.Rebecca Ranallo, Director of the Literacy & LearningRebecca leads the development, implementation, oversight, and evaluation of library programming and literacy services for people of all ages. Community needs are ever-changing, and Rebecca works to ensure that CCPL embraces the challenges in our community and recognizes the value of life-long learning. With more than fifteen years in public libraries, Rebecca has a strong history of implementing library initiatives that build confidence and access across the community and is expert at getting the most from her budget in order to do so.
Location: Online via Zoom
Human Resource and Fiscal Officer Networking Meeting - In-person
11/4/2022
Here is an opportunity to share your challenges and successes with your peers. This will be an in-person meeting at the newly renovated Warren-Trumbull County Public Library We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Warren-Trumbull County Public Library
444 Mahoning Ave. NW
Warren, OH 44483
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
11/4/2022
Here is an opportunity to share your challenges and successes with your peers. This will be an in-person meeting at the newly renovated Warren-Trumbull County Public Library We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Warren-Trumbull County Public Library
444 Mahoning Ave. NW
Warren, OH 44483
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Human Resource and Fiscal Officer Virtual Networking Meeting
2/3/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
2/3/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Networking Meeting-In-person
5/12/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd.
Stow, OH 44224
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
5/12/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Stow-Munroe Falls Public Library
3512 Darrow Rd.
Stow, OH 44224
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Human Resource and Fiscal Officer Virtual Networking Meeting
5/12/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
5/12/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer -Online Via Zoom
9/15/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
9/15/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource and Fiscal Officer Networking Meeting-In-person
9/15/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Cuyahoga Falls Library
2015 3rd St.
Cuyahoga Falls, OH 44221
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
9/15/2023
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Cuyahoga Falls Library
2015 3rd St.
Cuyahoga Falls, OH 44221
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
10/11/2023
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in-between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
10/11/2023
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in-between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
10/11/2023
Recorded 10/11/23
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in-between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
10/11/2023
Recorded 10/11/23Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in-between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Human Resource and Fiscal Officer -Online Via Zoom
2/16/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
2/16/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource/Fiscal Officer Networking Meeting-In Person
6/7/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning Session: Managing Behavioral Health Issues under the ADA and FMLA
Learning Objectives:
Jim P. Wilkins, Shareholder, OSBA Certified Specialist in Labor & Employment Law, Kastner Westman & Wilkins, LLC
Jim began his law career more than thirty years ago when labor law – dealing with unions -- was in full bloom, and employment law was still emerging. As a result, he has a depth and breadth of experience in labor law that many younger lawyers won’t have because of the decline in the unionized segment of the American workforce.
Throughout his career, he has devoted significant time to representing and counseling employers on union relations matters, including collective bargaining negotiations, arbitration proceedings, and maintaining non-union status. He has negotiated countless labor contracts in both the private and public sectors, both blue collar and white collar. He regularly represents employers before the National Labor Relations Board and Ohio’s State Employment Relations Board in representation and unfair labor practice proceedings.
At the same time, Jim is as much an employment lawyer as he is a labor lawyer. He has been around from the outset of such landmark legislation as the ADA and FMLA. Both have a tremendous impact on the day-to-day advice he provides to employers who look to him to keep them out of trouble. When discrimination claims arise, Jim represents employers in state and federal courts and before the EEOC and state fair employment practice agencies. Jim also assists employers who have federal contracts with their affirmative action obligations, including the preparation of affirmative action plans.
Amanda S Smith, Shareholder, OSBA-Certified Specialist in Labor and Employment Law, DE&I Officer , National Diversity Council Certified Diversity Professional, Kastner Westman & Wilkins, LLC
Amanda’s unusual path to becoming a labor and employment attorney began with earning bachelor’s and master’s degrees in neuroscience at Allegheny College and Kent State University, respectively. After determining that a career in science ultimately was not for her, she took a job as a legal assistant following her graduate studies, and immediately fell in love with law.
That first position at a plaintiff’s side labor and employment firm quickly evolved into enrolling in classes at the University of Akron School of Law, where she eventually earned her juris doctor degree, summa cum laude. Her experience to-date as a management-side labor and employment attorney has led to some lively discussions at the dinner table back home with her father (a police chief) and mother (a former union president).
Amanda has found the work to be both fascinating and fulfilling. She represents employers in many types of labor and employment matters, including charges before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and other state fair employment practice agencies. She also counsels employers on litigation, arbitration and other alternative dispute resolution matters, as well as wage/hour compliance, performance and leave management, discipline, and workplace policies.
Location: Twinsburg Public Library
10050 Ravenna Rd.
Twinsburg, OH 44087
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
6/7/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning Session: Managing Behavioral Health Issues under the ADA and FMLA
Learning Objectives:
- How to identify behavioral health issues in your workforce.
- Assessing when a behavioral health issue is a serious health condition under the FMLA and/or a disability under the ADA.
- How to manage the unique challenges presented by mental health issues, including the accommodation process under the ADA.
Jim P. Wilkins, Shareholder, OSBA Certified Specialist in Labor & Employment Law, Kastner Westman & Wilkins, LLCJim began his law career more than thirty years ago when labor law – dealing with unions -- was in full bloom, and employment law was still emerging. As a result, he has a depth and breadth of experience in labor law that many younger lawyers won’t have because of the decline in the unionized segment of the American workforce.
Throughout his career, he has devoted significant time to representing and counseling employers on union relations matters, including collective bargaining negotiations, arbitration proceedings, and maintaining non-union status. He has negotiated countless labor contracts in both the private and public sectors, both blue collar and white collar. He regularly represents employers before the National Labor Relations Board and Ohio’s State Employment Relations Board in representation and unfair labor practice proceedings.
At the same time, Jim is as much an employment lawyer as he is a labor lawyer. He has been around from the outset of such landmark legislation as the ADA and FMLA. Both have a tremendous impact on the day-to-day advice he provides to employers who look to him to keep them out of trouble. When discrimination claims arise, Jim represents employers in state and federal courts and before the EEOC and state fair employment practice agencies. Jim also assists employers who have federal contracts with their affirmative action obligations, including the preparation of affirmative action plans.
Amanda S Smith, Shareholder, OSBA-Certified Specialist in Labor and Employment Law, DE&I Officer , National Diversity Council Certified Diversity Professional, Kastner Westman & Wilkins, LLCAmanda’s unusual path to becoming a labor and employment attorney began with earning bachelor’s and master’s degrees in neuroscience at Allegheny College and Kent State University, respectively. After determining that a career in science ultimately was not for her, she took a job as a legal assistant following her graduate studies, and immediately fell in love with law.
That first position at a plaintiff’s side labor and employment firm quickly evolved into enrolling in classes at the University of Akron School of Law, where she eventually earned her juris doctor degree, summa cum laude. Her experience to-date as a management-side labor and employment attorney has led to some lively discussions at the dinner table back home with her father (a police chief) and mother (a former union president).
Amanda has found the work to be both fascinating and fulfilling. She represents employers in many types of labor and employment matters, including charges before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and other state fair employment practice agencies. She also counsels employers on litigation, arbitration and other alternative dispute resolution matters, as well as wage/hour compliance, performance and leave management, discipline, and workplace policies.
Location: Twinsburg Public Library
10050 Ravenna Rd.
Twinsburg, OH 44087
This class was a popular class and it is full. Please email Melissa Lattanzi, lattanzm@neo-rls.org to be put on a waiting list and an additional class may be added for the future.
Human Resource/Fiscal Officer Networking Meeting-Via Zoom
6/7/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning Session: Managing Behavioral Health Issues under the ADA and FMLA
Learning Objectives:
Jim P. Wilkins, Shareholder, OSBA Certified Specialist in Labor & Employment Law, Kastner Westman & Wilkins, LLC
Jim began his law career more than thirty years ago when labor law – dealing with unions -- was in full bloom, and employment law was still emerging. As a result, he has a depth and breadth of experience in labor law that many younger lawyers won’t have because of the decline in the unionized segment of the American workforce.
Throughout his career, he has devoted significant time to representing and counseling employers on union relations matters, including collective bargaining negotiations, arbitration proceedings, and maintaining non-union status. He has negotiated countless labor contracts in both the private and public sectors, both blue collar and white collar. He regularly represents employers before the National Labor Relations Board and Ohio’s State Employment Relations Board in representation and unfair labor practice proceedings.
At the same time, Jim is as much an employment lawyer as he is a labor lawyer. He has been around from the outset of such landmark legislation as the ADA and FMLA. Both have a tremendous impact on the day-to-day advice he provides to employers who look to him to keep them out of trouble. When discrimination claims arise, Jim represents employers in state and federal courts and before the EEOC and state fair employment practice agencies. Jim also assists employers who have federal contracts with their affirmative action obligations, including the preparation of affirmative action plans.
Amanda S Smith, Shareholder, OSBA-Certified Specialist in Labor and Employment Law, DE&I Officer , National Diversity Council Certified Diversity Professional, Kastner Westman & Wilkins, LLC
Amanda’s unusual path to becoming a labor and employment attorney began with earning bachelor’s and master’s degrees in neuroscience at Allegheny College and Kent State University, respectively. After determining that a career in science ultimately was not for her, she took a job as a legal assistant following her graduate studies, and immediately fell in love with law.
That first position at a plaintiff’s side labor and employment firm quickly evolved into enrolling in classes at the University of Akron School of Law, where she eventually earned her juris doctor degree, summa cum laude. Her experience to-date as a management-side labor and employment attorney has led to some lively discussions at the dinner table back home with her father (a police chief) and mother (a former union president).
Amanda has found the work to be both fascinating and fulfilling. She represents employers in many types of labor and employment matters, including charges before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and other state fair employment practice agencies. She also counsels employers on litigation, arbitration and other alternative dispute resolution matters, as well as wage/hour compliance, performance and leave management, discipline, and workplace policies.
Location: Online via Zoom
6/7/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning Session: Managing Behavioral Health Issues under the ADA and FMLA
Learning Objectives:
- How to identify behavioral health issues in your workforce.
- Assessing when a behavioral health issue is a serious health condition under the FMLA and/or a disability under the ADA.
- How to manage the unique challenges presented by mental health issues, including the accommodation process under the ADA.
Jim P. Wilkins, Shareholder, OSBA Certified Specialist in Labor & Employment Law, Kastner Westman & Wilkins, LLCJim began his law career more than thirty years ago when labor law – dealing with unions -- was in full bloom, and employment law was still emerging. As a result, he has a depth and breadth of experience in labor law that many younger lawyers won’t have because of the decline in the unionized segment of the American workforce.
Throughout his career, he has devoted significant time to representing and counseling employers on union relations matters, including collective bargaining negotiations, arbitration proceedings, and maintaining non-union status. He has negotiated countless labor contracts in both the private and public sectors, both blue collar and white collar. He regularly represents employers before the National Labor Relations Board and Ohio’s State Employment Relations Board in representation and unfair labor practice proceedings.
At the same time, Jim is as much an employment lawyer as he is a labor lawyer. He has been around from the outset of such landmark legislation as the ADA and FMLA. Both have a tremendous impact on the day-to-day advice he provides to employers who look to him to keep them out of trouble. When discrimination claims arise, Jim represents employers in state and federal courts and before the EEOC and state fair employment practice agencies. Jim also assists employers who have federal contracts with their affirmative action obligations, including the preparation of affirmative action plans.
Amanda S Smith, Shareholder, OSBA-Certified Specialist in Labor and Employment Law, DE&I Officer , National Diversity Council Certified Diversity Professional, Kastner Westman & Wilkins, LLCAmanda’s unusual path to becoming a labor and employment attorney began with earning bachelor’s and master’s degrees in neuroscience at Allegheny College and Kent State University, respectively. After determining that a career in science ultimately was not for her, she took a job as a legal assistant following her graduate studies, and immediately fell in love with law.
That first position at a plaintiff’s side labor and employment firm quickly evolved into enrolling in classes at the University of Akron School of Law, where she eventually earned her juris doctor degree, summa cum laude. Her experience to-date as a management-side labor and employment attorney has led to some lively discussions at the dinner table back home with her father (a police chief) and mother (a former union president).
Amanda has found the work to be both fascinating and fulfilling. She represents employers in many types of labor and employment matters, including charges before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission and other state fair employment practice agencies. She also counsels employers on litigation, arbitration and other alternative dispute resolution matters, as well as wage/hour compliance, performance and leave management, discipline, and workplace policies.
Location: Online via Zoom
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
7/17/2024
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
7/17/2024
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
7/17/2024
Recorded 7/17/24
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stores before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
7/17/2024
Recorded 7/17/24Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stores before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Human Resource and Fiscal Officer Networking Meeting
9/6/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
9/6/2024
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online
Via Zoom
Human Resource/Fiscal Officer Networking Meeting-In Person
6/11/2025
Here is an opportunity to share your challenges and successes with your peers. . Please send agenda items/questions to Yvette Wasko.
Morning speaker to be announced.
Location: Reed Memorial Library
167 E Main St
Ravenna, OH 44266
There are currently 29 spots remaining out of 40
6/11/2025
Here is an opportunity to share your challenges and successes with your peers. . Please send agenda items/questions to Yvette Wasko.
Morning speaker to be announced.
Location: Reed Memorial Library
167 E Main St
Ravenna, OH 44266
There are currently 29 spots remaining out of 40
Human Resource/Fiscal Officer Networking Meeting-Via Zoom
6/11/2025
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning session will be announced.
Location: Online via Zoom
6/11/2025
Here is an opportunity to share your challenges and successes with your peers. This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your email when you register and 1 hour before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Morning session will be announced.
Location: Online via Zoom
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
7/16/2025
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
7/16/2025
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Practical Budget Management: How to Avoid Disaster, Make Smart Moves, Report Responsibly, and Stress Less About your Budget!
7/16/2025
Recorded 7/16/25
Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.
Location: Online
Via Zoom
7/16/2025
Recorded 7/16/25Whether you’re a newly minted library staffer responsible for the budget for Summer Reading, a Director concerned with making the most of your budget, or have budgeting responsibilities somewhere in between, budgeting can be intimidating. Join Wendy Bartlett, Collection Development & Acquisitions Manager for Cuyahoga County Public Library, and learn basic budgeting do’s and don’ts, how to be ready for unexpected decreases in funding, how to cope if you mess up, and how to educate yourself about the bigger budgeting picture. You’ll leave with practical ideas (and tools!) that will make working with the budget a pleasure rather than a chore.
Learning Objectives:
- Basic budgeting do’s and don’ts
- Prepare for the unexpected
- How to handle a mistake
- Understanding the bigger budgeting picture
Presenter:
Wendy Bartlett serves as the Collection Development & Acquisitions Manager for Cuyahoga County Public Library, a position she has held since 2009. Before that, Wendy was the branch manager for the Beachwood Branch of CCPL, and before that, the Assistant Director of the Kent Free Library. Wendy was the Regional Manager of the Cleveland-Pittsburgh Borders stories before joining the library world. She also served as a Councilperson for the Village of Lodi, her hometown in her twenties, where she first learned about budgeting for government agencies.Location: Online
Via Zoom
Human Resource/Fiscal Officer Active Learning Community Meeting
9/12/2025
Location: Online via Zoom
9/12/2025
We’re excited to unveil a fresh approach to professional connection and collaboration. Our traditional networking meetings are now Active Learning Communities—dynamic spaces designed for shared learning, real conversation, and practical support.
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges. You'll also get a guided introduction to our new message boards, which will help keep the conversation going long after the meeting ends.
This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your confirmation email a reminder 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online via Zoom
Do More with Less: Modern Category2 E-Rate Strategies for Libraries
9/17/2025
In today’s climate of tightening budgets and growing community needs, libraries are expected to do more with less. Despite the overwhelming need for funding, millions of dollars in federal E-Rate funding, specifically Category 2 dollars, go unused each year. This webinar will explore how libraries can reframe technology as a strategic utility and leverage available funding to enhance community services, modernize collections, and strengthen digital infrastructure.
Join us as we review funding usage across Ohio libraries, share insights on eligible services, and offer practical guidance on how to apply E-Rate more effectively to support your library’s mission.
Learning Objectives
By the end of this session, attendees will be able to:
Suzy Nash is a SLED Account Executive at DataServ, living and working in Northeast Ohio. With over 25 years of experience in the public and education sectors, Suzy has dedicated her career to supporting organizations that serve communities.
Her professional journey spans workforce development with the City of Cleveland, higher education recruitment and counseling, and K–12 support through digital content and library resources. Today, she partners with school districts, public libraries and municipal entities to deliver the technology infrastructure and cybersecurity solutions they need to fulfill their missions.
In an environment of limited resources and rising demands on public institutions, Suzy helps her partners focus on what matters most—service delivery—by managing the complex technology that powers it.
Tom Munson has held various sales and sales leadership positions at technology companies serving public sector entities over his 41-year career. He believes that public institutions play a critical role in improving lives and that technology is key to delivering those services efficiently and effectively.
Tom resides in Dublin, Ohio with his wife. They have three grown children, all thriving in their careers. Outside of work, Tom enjoys sports, traveling, and spending time with family and friends. He is also a long-time youth sports coach and currently officiates varsity high school basketball in Ohio.
Location: Online via Zoom
9/17/2025
In today’s climate of tightening budgets and growing community needs, libraries are expected to do more with less. Despite the overwhelming need for funding, millions of dollars in federal E-Rate funding, specifically Category 2 dollars, go unused each year. This webinar will explore how libraries can reframe technology as a strategic utility and leverage available funding to enhance community services, modernize collections, and strengthen digital infrastructure.
Join us as we review funding usage across Ohio libraries, share insights on eligible services, and offer practical guidance on how to apply E-Rate more effectively to support your library’s mission.
Learning Objectives
By the end of this session, attendees will be able to:
- Recognize the untapped potential of E-Rate Category 2 funding by reviewing actual library usage data across Ohio.
- Understand which services and technologies are eligible under Category 2, with a special emphasis on Managed Internal Broadband Services (MIBS).
- Rethink budgeting and staffing priorities by treating technology as a utility, thus freeing up personnel to focus on strategic community impact, collection development, and service delivery.
Suzy Nash is a SLED Account Executive at DataServ, living and working in Northeast Ohio. With over 25 years of experience in the public and education sectors, Suzy has dedicated her career to supporting organizations that serve communities.Her professional journey spans workforce development with the City of Cleveland, higher education recruitment and counseling, and K–12 support through digital content and library resources. Today, she partners with school districts, public libraries and municipal entities to deliver the technology infrastructure and cybersecurity solutions they need to fulfill their missions.
In an environment of limited resources and rising demands on public institutions, Suzy helps her partners focus on what matters most—service delivery—by managing the complex technology that powers it.
Tom Munson has held various sales and sales leadership positions at technology companies serving public sector entities over his 41-year career. He believes that public institutions play a critical role in improving lives and that technology is key to delivering those services efficiently and effectively.Tom resides in Dublin, Ohio with his wife. They have three grown children, all thriving in their careers. Outside of work, Tom enjoys sports, traveling, and spending time with family and friends. He is also a long-time youth sports coach and currently officiates varsity high school basketball in Ohio.
Location: Online via Zoom
Do More with Less: Modern Category2 E-Rate Strategies for Libraries
9/17/2025
In today’s climate of tightening budgets and growing community needs, libraries are expected to do more with less. Despite the overwhelming need for funding, millions of dollars in federal E-Rate funding, specifically Category 2 dollars, go unused each year. This webinar will explore how libraries can reframe technology as a strategic utility and leverage available funding to enhance community services, modernize collections, and strengthen digital infrastructure.
Join us as we review funding usage across Ohio libraries, share insights on eligible services, and offer practical guidance on how to apply E-Rate more effectively to support your library’s mission.
Learning Objectives
By the end of this session, attendees will be able to:
Suzy Nash is a SLED Account Executive at DataServ, living and working in Northeast Ohio. With over 25 years of experience in the public and education sectors, Suzy has dedicated her career to supporting organizations that serve communities.
Her professional journey spans workforce development with the City of Cleveland, higher education recruitment and counseling, and K–12 support through digital content and library resources. Today, she partners with school districts, public libraries and municipal entities to deliver the technology infrastructure and cybersecurity solutions they need to fulfill their missions.
In an environment of limited resources and rising demands on public institutions, Suzy helps her partners focus on what matters most—service delivery—by managing the complex technology that powers it.
Tom Munson has held various sales and sales leadership positions at technology companies serving public sector entities over his 41-year career. He believes that public institutions play a critical role in improving lives and that technology is key to delivering those services efficiently and effectively.
Tom resides in Dublin, Ohio with his wife. They have three grown children, all thriving in their careers. Outside of work, Tom enjoys sports, traveling, and spending time with family and friends. He is also a long-time youth sports coach and currently officiates varsity high school basketball in Ohio.
Location: Online via Zoom
9/17/2025
In today’s climate of tightening budgets and growing community needs, libraries are expected to do more with less. Despite the overwhelming need for funding, millions of dollars in federal E-Rate funding, specifically Category 2 dollars, go unused each year. This webinar will explore how libraries can reframe technology as a strategic utility and leverage available funding to enhance community services, modernize collections, and strengthen digital infrastructure.
Join us as we review funding usage across Ohio libraries, share insights on eligible services, and offer practical guidance on how to apply E-Rate more effectively to support your library’s mission.
Learning Objectives
By the end of this session, attendees will be able to:
- Recognize the untapped potential of E-Rate Category 2 funding by reviewing actual library usage data across Ohio.
- Understand which services and technologies are eligible under Category 2, with a special emphasis on Managed Internal Broadband Services (MIBS).
- Rethink budgeting and staffing priorities by treating technology as a utility, thus freeing up personnel to focus on strategic community impact, collection development, and service delivery.
Suzy Nash is a SLED Account Executive at DataServ, living and working in Northeast Ohio. With over 25 years of experience in the public and education sectors, Suzy has dedicated her career to supporting organizations that serve communities.Her professional journey spans workforce development with the City of Cleveland, higher education recruitment and counseling, and K–12 support through digital content and library resources. Today, she partners with school districts, public libraries and municipal entities to deliver the technology infrastructure and cybersecurity solutions they need to fulfill their missions.
In an environment of limited resources and rising demands on public institutions, Suzy helps her partners focus on what matters most—service delivery—by managing the complex technology that powers it.
Tom Munson has held various sales and sales leadership positions at technology companies serving public sector entities over his 41-year career. He believes that public institutions play a critical role in improving lives and that technology is key to delivering those services efficiently and effectively.Tom resides in Dublin, Ohio with his wife. They have three grown children, all thriving in their careers. Outside of work, Tom enjoys sports, traveling, and spending time with family and friends. He is also a long-time youth sports coach and currently officiates varsity high school basketball in Ohio.
Location: Online via Zoom
Human Resource/Fiscal Officer Active Learning Community Meeting
2/13/2026
Location: Online via Zoom
2/13/2026
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges.
This meeting will be held through Zoom which is user friendly to all devices. You will receive a link in your confirmation email a reminder 2 hours before the meeting. We hope you will join us. Please send agenda items/questions to Yvette Wasko.
Location: Online via Zoom
Human Resource/Fiscal Officer Networking Meeting-In Person
6/5/2026
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges. Please send agenda items/questions to Yvette Wasko.
Speaker TBA
Location: Twinsburg Public Library
10050 Ravenna Rd.
Twinsburg, OH 44087
6/5/2026
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges. Please send agenda items/questions to Yvette Wasko.
Speaker TBA
Location: Twinsburg Public Library
10050 Ravenna Rd.
Twinsburg, OH 44087
Human Resource/Fiscal Officer Networking Meeting-Via Zoom
6/5/2026
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges. Please send agenda items/questions to Yvette Wasko.
Speaker TBA
Location: Online via Zoom
6/5/2026
Join your peers to exchange ideas, celebrate successes, and discover new solutions to common challenges. Please send agenda items/questions to Yvette Wasko.
Speaker TBA
Location: Online via Zoom