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Course Descriptions

The Ohio Fiscal Academy utilizes subject matter experts in conjunction with training specialists to design and facilitate courses, ensuring that content is current, relevant, and realistic.

The success of the OFA is dependent upon the continued support and partnership among all state agencies.

OFA Courses

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Courses Description
A Budget Overview This course is designed to give participants insight into the reasons for different appropriations bills and the order that processes happen during the budget planning cycle. The course discusses the actors involved in the budget cycle and the planning they put into it. Participants will also discuss budget recommendations.
Auditor of State The Auditor of State (AOS) is an elected constitutional officer who is responsible for financial statement of all public offices in Ohio. This includes cities, villages, school districts, universities, townships, state agencies, boards and commissions. This course helps to understand the AOS’s scope and methods for ensuring funds are spent correctly and stop abuse.
Budget Practical Planning This course speaks to the standard principles of an agency’s budgeting process; Identifying agency goals and priorities, determining how to structure the agency goals and estimating the budget amounts to fund agency programs.
Capital Planning In this course, participants gain an understanding of the agency’s role in the capital planning process. The course also provides insight on preparing a capital budget and how to find useful information in OAKS FIN and OAKS BI.
CFO Round Table Participants will have an opportunity to speak with CFO’s from a number of different agencies in both a formal and informal setting.
Chart of Accounts This course is designed to give insight on identifying the DNA of an agency. The course helps the learner gain an understanding of ChartFields and their roles in programs. The course explores priorities, funding, and comprehending trees.
Comprehensive Annual
Financial Report &
Schedule of Expenditures (CAFR)
This course is designed to help participants gain an idea of what OBM’s Financial Reporting group does and why. OBM Financial Reporting does the majority of work in pulling the information together to create the CAFR. There is a reliance on the agencies to ensure that the information within OAKS is accurate. It will save time, effort, and frustration for everyone involved in the financial aspects of the State when errors are corrected and accurate information is available in OAKS.
Controlling Board Overview Explore the function of the Controlling Board and its members. What they look for in a request? Why something may be pulled for review? What type of questions the agency representative can expect from the board? What is this parliamentary procedure and how do you conduct yourself?
Debt Management The Debt Management course explains OBM’s role as the state debt manager, the various reasons for issuing debt, and the effect of debt on budget bills. It also describes the steps to issue debt, the agency steps in the capital planning process, and agency debt management responsibilities regarding how to monitor and share debt information.
Disbursements This course looks at the purpose and requirements for the OBM Monthly Financial Report and how it fits in the overall fiscal planning process. Students explore topics such as: Allotments, Disbursements, Monthly Financial Report, Disbursement Task, Guidance and Memo, Component Analysis, GRF Payroll Disbursements, Non-Payroll Patterns, trends, and changes.
Federal Grants Management The Federal Grants Management course presents an overview of the world of Federal Grants and State Government giving the main concepts and responsibilities that surround Federal Grants Management. Upon completion of the course, learners will be able to summarize the history of federal grants, recognize the various types of federal grants, use grant terminology, outline the pre-award process, explain the requirements post-award activities, describe the grant close-out process, and demonstrate ability to troubleshoot issues.
Forecasting This course helps define forecasting and its importance. Participants will gain an understanding of how to gather, analyze, and evaluate forecasting data.
Inspector General This course is an overview of the Office of the Inspector General. After completing the course, you will have a better understanding of the following topics: how to file a complaint, the investigation process, and common issues in investigations.
Joint Committee on Agency
Rule Review (JCARR)
This course is intended to introduce the primary function of JCARR. Topics discussed include the Register of Ohio and who maintains it, what are Rule Summaries and Fiscal Analysis (RAFA), and the different categories of filed rules.
Legislative Service
Commission (LSC)
Who and what are the Legislative Service Commission (LSC)? What are the LSC Budget Products? What is the Legislative Process? This class answers these questions and more.
Office of Internal Audit The Office of Internal Audit helps participants understand the general principles of the Committee of Sponsoring Organization (COSO) and the roles of various audit organizations. Presenters also discuss how participants can best prepare for future audits.
Organizing the Fiscal Office The intention of this course is to define a fiscal office. It explores how to identify and evaluate the “as is” fiscal office and organization. Participants will gain knowledge on how to develop a transition plan, as well as, methods to achieve success in the fiscal office.
Procurement This course provides resources for the procurement process. Whether you procure or not, you will find knowledge of procurement topics valuable to your office. Participants discuss state resources, DAS contracts, direct purchase authority, prior approvals, ordering, receipt, payment, contact compliance, and emergency purchases. The course also helps students gain an understanding of Minority Business Enterprise (MBE) and Encouraging Diversity, Growth and Equity (EDGE) programs.
State Accounting The State Accounting course provides a brief overview of the State Accounting departments and how they work with agencies. Students will be put in CFO roles through case study exercises.
State Audit Committee In this course, participants gain insight on the mission of the State Audit Committee and whom the Committee serves. It also looks to communicate an understanding the role of OBM’s Office of Internal Audit (OIA) and the typical internal audit process.
State Law & Policy The State Law and Policy course gives learners the history of the Ohio Constitution and Laws and how it fits with the Ohio Revised Code, Ohio Administrative Code, Executive Orders, and Polices and Directives. Students also discuss how to interpret the law and what laws are important?
Statewide Allocation Plan This course defines SWCAP and its purpose, as well as, the roles of Federal and State Government. It also discusses how costs are calculated and the State recovery of SWCAP costs. The course concludes with reporting requirements and the centralized services that SWCAP reports.
Strategic Budget Planning The Strategic Budget Planning course is designed to give state fiscal office staff, budget staff, and other financial professionals an understanding of the steps a fiscal organization must take in the generation of the State’s biennial budget. What are the functions, people, processes, and stakeholders that must be involved in the many activities of the Budget Process?
The Payroll Connection This course is designed to give insight on how to determine cost calculations and recognize fringe payroll costs. The course also seeks to aid participants in understanding check-off charges and comprehending the payroll process from beginning to end. Participants will also discover how to read Payroll Journals.
True Colors True Colors is a model of personality identification that is easy to understand, remember and apply. With the colors of Blue, Gold, Green and Orange - True Colors distills the elaborate concepts of personality theory into a user-friendly, practical tool used to foster healthy productive relationships.
Value Management In this course, students are introduced to the mission and vision of Office of Budget and Management’s Value Management Office.  Presenters discuss why OBM created the Office and how it leverages support to you and for your agency.


Previous OFA Subject Matter Experts

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Aneshansley Tammy Senior Financial Analyst COM
Bashore Betsy Chief of Value Management OBM
Bell Joe Chief Audit Officer SERS*
Blackburn Doc Project Manager DYS
Brown Erin Internal Audit Section Chief OBM
Childress Alan State Purchasing Contracts Manager DAS
Church Fred Deputy Director OBM
Cole Randy Executive Director Ohio Turnpike & Infrastructure Commission
Corcoran Vincent Capital Program Administrator DYS
Corlett Matthew Assistant Chief of Revenue Management DPS
Dean Anne BMV Deputy Registrar DPS
DeMarco Joy Associate Legal Counsel OBM
Diallo Amadou Chief, Revenue & Cash Management DOH
Dublikar Randy State Purchasing Contracts Manager DAS
Dyer Matthew Training Academy Program Director OBM
Fox Nelson Fiscal Division Chief LSC
Frey Ken Tax Analysis Professional TAX
Garcia Milagros Financial Reporting, Compliance and Asset Management DAS
Gatterdam Dawn Fiscal Services and Capital Planning Director BOR
Geyer Chris Chief Fiscal Officer EPA
Goodridge Teresa Controlling Board Secretary OBM
Gorman Patti Fiscal and Monitoring Services JFS
Hall Amy Manager of Financial Reporting OBM
Hamilton Barb Fiscal Officer II DPS
Hannan David Chief Financial Officer COM
Kamdar Harry Deputy Director/CFO DOH
Kauffman Kurt Debt Manager OBM
Kennedy Jim Deputy Director of Operations and Services OBM
King Peter Fiscal Officer OBM
Klatt Cindy State Chief Audit Executive OBM
Leymaster Jennifer Budget Manager DAS
Loe Susan Assistant Executive Director MED
Lozier-Allen Lea Ann Financial Manager COM
Massey Stacie Senior Financial Manager OBM
Maragos Paul Chief of Procurement Services DOH
McCauley Jennifer Chief DOH
McKee Jacquie Assistant Chief Auditor for the State Region AoS
Morrison Christine Controlling Board President OBM
Murray Philip Analyst Supervisor DNR
Palmer Gary Internal Auditor OBM
Perry Anthony Budget Chief DOH
Phillips Charles Division Chief of the Health and Human Services Fiscal Division LSC
Piatt Leslie Senior Financial Manager DRC
Rengert Ann Deputy Director DODD
Robinson Maria Financial Audit Chief OBM
McGuire Rose Robin Chief Legal Counsel OBM
Salomone Kelly Internal Audit Section Chief OBM
Sanfrey Cassie Debt Management Analyst OBM
Scurlock Larry Assistant Debt Manager OBM
Shook Linda Financial Reporting Accounting Administrator 2 OBM
Smith Shawn CFO DYS
Stockdale Kevin Chief of Budget Planning and Analysis DRC
Striblin Melvin Senior Financial Manager OBM
Swank Laura Financial Reporting Accounting Administrator 1 OBM
Teitt Amber Budget/Management Analyst OBM
Vermilion Jason Training Officer OBM
Weber Ron Financial Manager JFS
Wolcutt Rebekeh Deputy Inspector General Inspector General
Wolpert Larry Executive Director JCARR




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