Schedule

Session Structure (6-Hour Day)

8:30 to 8:40 - Welcome & Objectives (10 min)

8:40 to 9:10 - Essential Questions Discussion (30 min)

9:10 to 10:30 - Content Presentation (80 min)

10:30 to 10:45 - Break (15 min)

10:45 to 11:30 - Simulation / Activity (45 min)

11:30 to 12:00 - Lunch

12:00 to 1:30 - Content Presentation (90 min)

1:30 to 2:30 - Case Study and Facilitated Discussion (60 min)

2:30 to 3:00 Assignment Overview & Exit Ticket (30 min)

Session 1 - October 1, 2026
Time: 8:30 am to 3:00 pm
Location:  CCOSA Office
Topic 1: Introduction to School Finance
Presenter: Jessica Wright, Director of Finance - Union Public Schools
Topic 2: The Role of a CFO
Presenter: Dr. Cordell Ehrich, CFO - Deer Creek Schools

Session 2 - October 28, 2026
Time: 8:30 am to 3:00 pm
Location:  Mid-Del Schools
Topic: State and Federal Funding Sources
Presenter: Jacqueline Woodard, CPA, CFO - Mid-Del Schools

Session 3 - November 12, 2026
Time: 8:30 am to 3:00 pm
Location: Edmond Public Schools
Topic: Budget Development and Management
Presenter: Jim Dobson, MBA, CPA, CFO - Edmond Public Schools

Session 4 - December 17, 2026
Time: 8:30 am to 3:00 pm
Location: Edmond Public Schools
Topic: Bond Funds and Capital Projects
Presenter: Jim Dobson, MBA, CPA, CFO - Edmond Public Schools

Session 5 - January 6, 2027
Time: 8:30 am to 3:00 pm
Location: CCOSA Office
Topic: Payroll, Compensation and Benefits
Presenter: Sam Robinson, CFO - Enid Public Schools

Session 6 - January 27, 2027
Time: 8:30 am to 3:00 pm
Location:  Guthrie Public Schools
Topic: Revenue Generation and Alternative Funding
Presenter: Dr. Michelle Chapple, CFO - Guthrie Public Schools

Session 7 - February 11, 2027
Time: 8:30 am to 3:00 pm
Location:  Yukon Public Schools
Topic 1: School Finance Law and Compliance
Presenter: Jason Johnson, CFO - Yukon Public Schools
Topic 2: Purchasing, Procurement, and Vendor Contracts
Presenter: David Young, Retired Director of Purchasing and Supply Management - Union Public Schools

Session 8 - March 3, 2027
Time: 8:30 am to 3:00 pm
Location:  OSSBA Office  -  Conference Room
Topic: Data-Driven Financial Decision Making

Presenter: Lance Gibbs, CFO - Lawton Public Schools

Session 9 - March 31, 2027
Time: 8:30 am to 3:00 pm
Location: Center for Arts and Learning at Norman Public Schools
Address:  3801 Journey Parkway, Norman OK 73072

Topic: Preparing for Financial Audits and Accountability
Presenter: Tyler Jones, CPA, CFO - Norman Public Schools

Session 10 - April 22, 2027
Time: 8:30 am to 3:00 pm
Location: Putnam City Schools Centennial Center
Topic: Crisis Management and Financial Leadership

Presenter: Ryan Spilman, CFO - Putnam City Schools

April 29, 2027
Time: TBD
Location:  OKASBO Conference  (Norman Embassy Suites and Conference Center)
Topic: CFO Panel Discussion

June 4, 2027
Time: TBD
Location:  CCOSA Summer Leadership Conference (OKC Convention Center)
Event: Graduation