Library Fiscal Officer 102

August 25, 2017 @ 9:00 am – 3:45 pm
State Library of Ohio
274 E 1st Ave
Columbus, OH 43201

Sponsored by:  OLC’s Library Accounting Division

Deadline extended | Call 614-410-8092 to register

Enrollment is limited to 75 attendees.

Member: $75* | Non-Member: $150

*Individual members or staff of OLC institutional member libraries

Intended Audience: New Public Library Fiscal Officers, Deputy Fiscal Officers, and Directors or anyone who would like an overview of the work done by Public Library Fiscal Officers.

What’s included: All handouts as provided by the presenters. Morning coffee, light morning and afternoon refreshments, and box lunch.

Continuing Education Credits: For those working toward their Ohio Public Librarian or Ohio Public Library Staff re-certification, this workshop counts as six (6) contact hours.

Primary Ohio Public Library Core Competencies addressed: Organizational Awareness and Fiscal Operations

Accommodations: For a list of hotels in the area please email or call (614) 410-8092.

Workshop Overview:
This one-day workshop is primarily designed for new Public Library Fiscal Officers, Deputy Fiscal Officers, and Directors, but it can also serve as a valuable refresher. You will gain a better understanding of the main duties of a Public Library Fiscal Officer and get the latest information on fund accounting, budgeting, reporting, OPERS, library funding and key legislative issues impacting public libraries. This is an opportunity to learn from and share ideas with other Public Library Fiscal Officers from around the state.


9:00 – 9:45 a.m. | Registration and Networking

9:45 – 10:00 a.m. | Welcome and Introductions

10:00 – 11:00 a.m.  | Legislative Update/Library Funding/OLC as a Resource

Michelle Francis will provide an update on legislation that may affect public libraries including the impact of the state’s new biennial budget. Gain a better understanding of how the Public Library Fund (PLF) has historically been funded and distributed to counties and how current state revenues have affected recent distributions. You will also learn more about the various resources that the OLC can provide to fiscal officers and directors. In addition, Bob Hinkle, Chief Deputy Auditor, Auditor of State’s office, will be joining Michelle to answer library related questions recently asked of the Auditor of State’s office and any additional questions from the group.

Presenters: Michelle Francis, OLC Director of Government and Legal Services and Bob Hinkle, Chief Deputy Auditor, Ohio Auditor of State’s Office.

11:00 – 11:15 a.m. | Break

11:15 a.m. – 12:15 p.m. | Library Fiscal Officer Calendar

Fiscal Officers have many different deadlines to a variety of external local, state and federal agencies, not to mention their own internal deadlines. This session will provide a framework for managing your massive “To Do List” by reviewing the most common projects and their respective due dates. You will come away from this session feeling prepared and in control of your schedule and on top of your responsibilities.

Robert Dolan, Deputy Fiscal Officer, Cuyahoga County Public Library
Amie Lynn, Fiscal Officer, Massillon Public Library

12:15 – 1:00 p.m. | Lunch

1:00 – 2:30 p.m. | Funds and Budgeting

If you have limited or no prior experience with fund accounting, this session will explain the basics of various governmental fund types, major versus non-major funds, and financial presentation of funds.  It will also cover the basics of preparing and presenting an annual budget to your library’s Board of Trustees. Other topics include the process of encumbering amounts through a purchase order process utilizing different types of purchase orders and the recording of money received.

Meldon Brindley, Fiscal Officer, Greene County Public Library
Sandra Lodge, Fiscal Officer, Licking County Library
Dan Griscom, Fiscal Officer, Westerville Public Library

2:30 – 2:45 p.m. | Break

2:45 – 3:45 p.m. | OPERS Reporting and Library Policies

Gain a better understanding of the Fiscal Officer’s responsibilities with respect to OPERS reporting and applicable library policy.  You will learn what comprises earnable salary, how to properly handle a retire/rehire, how to properly complete the annual Non-Contributing List, how to navigate the online Employer Contribution System, and how to meet the requirements for the PEDACKN Independent Contractor Forms. This session will use real-life scenarios and examples to assist you along the way.

Presenter: Laura Norman, OPERS

3:45 p.m. | Adjourn