Library Fiscal Officer 102

August 19, 2022 @ 9:00 am – 3:00 pm
Ohio Library Council
495 Metro Pl S
Ste #350, Dublin, OH 43017

Sponsored by the Library Accounting Division

This is a hybrid event. Participants can attend in person at the OLC office in Dublin (Northwest Columbus) or online with the same access to workshop content.

Please note: When registering on your my OLC account, be sure to indicate your registration type — select in person OR virtually. If you have a change to your registration, please notify the OLC office at least one week prior to the program.

Register at my OLC | Registration Deadline: 8/14/22

Registration Fees:
Member: $65* | Non-member: $130

*OLC Individual members or staff of OLC Institutional Member Libraries

Program Overview:
This 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.

Intended Audience: New public library fiscal officers, deputy fiscal officers, directors, or anyone who would like an overview of the functions performed by public library fiscal officers.

What’s Included: Participation in the live, online workshop and/or access to the archived version, resources provided by the presenters.

Continuing Education Credits: For those working toward their Ohio Public Librarian or Ohio Public Library Staff re-certification, this webinar counts as 4.25 continuing education contact hours of credit.

CPIM Credit: This workshop is approved by the Ohio Treasurer’s Center for Public Investment Management (CPIM) for 4.5 hours continuing education credit. You must report your hours to MyCPIM.

Ohio Public Library Core Competencies Addressed: Fiscal Operations and Organizational Awareness


9 a.m. | Registration / Join the Zoom Classroom

9:15 a.m. – 10:15 a.m. | History of the Public Library Fund & Legislative Update

Presenters: Michelle Francis, Executive Director and Jay Smith, Director of Government and Legal Services, Ohio Library Council

10:15 – 10:30 a.m. | OPERS Board of Trustees Update

Presenter: Stewart A. Smith, Director of Finance, Columbus Metropolitan Library

10:30 – 10:45 a.m. | Break

10:45 – 11:45 a.m. | Library Fiscal Officer Calendar

Presenters: Robert Dolan, Fiscal Officer, Cuyahoga County Public Library; Lisa Havlin, Fiscal Officer, Geauga County Public Library; Amie Lynn, Fiscal Officer, Massillon Public Library

11:45 a.m. – 12:30 p.m. | Lunch

12:30 – 1:30 p.m. | AOS Detailed Reporting

Presenter: Joey Jones, Chief Auditor, Ohio Auditor of State Keith Faber’s Office

1:30 – 1:45 p.m. | Break

1:45 – 3:00 p.m. | OPERS Reporting and Library Reporting

Presenter: Ruth Morrison, Employer Compliance Specialist, OPERS

3:00 p.m. | Adjourn