Library Fiscal Officer 102

August 23, 2019 @ 9:00 am – 3:45 pm
Quest Conference Center
8405 Pulsar Pl
OH 43240

Sponsored by:  OLC’s Library Accounting Division

Register @ my OLC | Deadline to register: 8/16/19

Registration Fees:
Member Fee*: $85  |  Non-Member Fee: $170

*Individual members or staff of OLC institutional member libraries

Please note: Enrollment is limited to 100 attendees.

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

What’s included: All handouts as provided by the presenters, morning refreshments and 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 – 9:30 a.m. | Registration and Networking

9:30 – 9:45 a.m. | Welcome and Introductions

9:45 – 11:15 a.m. | OPERS Reporting and Library Policies

Presenter: Ruth Morrison, Employer Compliance Specialist, OPERS

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 navigate the 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.

11:15 a.m | Break

11:30 a.m. – 12:30 p.m. | Library Fiscal Officer Calendar

Presenters: Meldon Brindley, Fiscal Officer, Greene County Public Library; and Hannah King, Fiscal Officer, Athens County Public Libraries

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.

12:30 -1:15 p.m. | Lunch

1:15 – 2:15 p.m. | Funds and Beyond

Presenter: Tiffany L. Ridenbaugh, Ohio Auditor of State’s Office

This training session is designed to provide information on

  1. Fund Accounting – Understanding the basis for this method of accounting.
  2. GASS 54 – Fund balance classification and financial statement presentation.
  3. Audit types – Different audit options for different entities.
  4. Budgetary statements – Understanding how your working budget and
    budgetary statements should be prepared.
  5. Ohio Compliance Supplement matrix – Learn what compliance issues your library will be tested for.

2:15 – 2:30 p.m. | Break

2:30 – 3:30 p.m. | Legislative Update / Library Funding / OLC as a Resource

Presenter: Michelle Francis, Executive Director, Ohio Library Council (effective 6/29/19)

This session 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.

3:30 p.m. | Adjourn