Local Officials

Trainings & Conferences Schedule

This page offers a comprehesive list of available and upcoming trainings for Local Officials. The online training library is provided to Ohio's Local Officials at no cost.

If you have questions, send an email to the AOS Training Department

Course Description: This client webinar provides information on the bank reconciliation process for when/how to prepare a proof of cash.
Who Should Take This Class: Local Officials
Event Date: 2022
FIA Hours: 0.5 | *CPIM Hours: 0.5
Slides & Notes: Bank Reconciliations.pdf

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Course Description: This webinar discusses the who, what, when, where, why, & how of the Certificate of Transition required by Ohio Revised Code §117.171.
Who Should Take This Class: Local Officials
Event Date: March 2022
FIA Hours: 0.25 | CPIM Hours: 0
Slides & Notes: Certificate of Transition.pdf

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Course Description: This course is a deep dive into the Uniform Guidance requirements for procurement.
Who Should Take This Class: Local Officials
Event Date: Spring 2022
FIA Hours: 1.25 | CPIM Hours: 0
Slides & Notes: Federal Uniform Guidance.pdf

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Course Description: This webinar offers help to fiscal officers/clerks of townships, villages, special districts, and other small non-GAAP entities in preparing their annual notes to the financial statements. Per Auditor of State Bulletin 2015-007, all entities are required to file their annual financial statements and notes to the financial statements via the Hinkle Annual Financial Data Reporting System to satisfy the requirements of Ohio Revised Code §117.38 or other applicable statutory requirements. This webinar focuses on the preparation of Notes to the Financial Statements, which is an integral part of the Hinkle System filing requirement.
Who Should Take This Class: Mayors, Council Members, Trustees
Event Date: 2020
FIA Hours: N/A | CPIM Hours: N/A
Course Handout: Township Village Training.pdf

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Course Description: A brief discussion on the benefits of performing an Alternative Compliance Examination Engagement versus a full Single Audit
Event Date: 2022
FIA Hours: 0| CPIM Hours: 0
Slides & Notes: Alternative Compliance Examination Engagement versus a full Single Audit

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Course Description: This webinar goes over the functionality of the Coronavirus Funding Tracker spreadsheet that is posted to the AOS website.
Event Date: 2020
FIA Hours: 0.5 | CPIM Hours: 0
Slides & Notes: Coronavirus Tracker.pdf

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Course Description: This webinar discusses the importance of internal controls and why they are needed.
Event Date: 2020
FIA Hours: 0.25 | CPIM Hours: 0
Slides & Notes: Internal Control Client.pdf

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Course Description: This course discusses where audit comments are reported and goes over the most common ones.
Event Date: 2020
FIA Hours: 0.25 | CPIM Hours: 0
Slides & Notes: Common Audit Comments.pdf

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Course Description: This describes audit report components and what they mean to a user.
Event Date: 2020
FIA Hours: 0.25 | CPIM Hours: 0
Slides & Notes: Understanding Your Financial Audit Results.pdf

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Course Description: This webinar covers the basics of the single audit, including when a single audit is required, what auditees are responsible for, and what auditors will be testing.
Event Date: 2020
FIA Hours: 1 | CPIM Hours: 1
Slides & Notes: What is a Single Audit.pdf

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Course Description: A collection of six training sessions in one course. To receive credit for this course, you must watch all sessions provided in the confirmation email:

  • Basic Policies for Small Governments
  • What Is the Ohio Compliance Supplement?
  • Segregation of Duties
  • Preparing for an Audit
  • Budgetary Process
  • Pension & OPEB Census Data Examinations
Links for each of these session recordings will be in your confirmation email. Use the phrase "micro webinar collection" when entering your hours into the Fiscal Integrity Act Portal.
Event Date: 2020
FIA Hours: 1 | CPIM Hours: 1
Slides & Notes: Micro-Webinar Collection.pdf

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If you would like to view one or more of these webinars separately, you can find them below along with descriptions. Note – officers will only earn FIA or CPIM credit after the entire collection is completed.


Basic Policies for Small Governments

Course Description: This course outlines basic policies that small governments should have.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: Basic Policies for Small Governments

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What Is the Ohio Compliance Supplement?

Course Description: This course provides information on what is included in the OCS.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: What Is the Ohio Compliance Supplement?

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Segregation of Duties

Course Description: This course discusses the importance of segregation of duties, how to identify the need, and lessons learned from a lack of segregation.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: Segregation of Duties

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Preparing for an Audit

Course Description: Discusses the following regarding an audit: the definition, frequency, and location; and how to prepare for your audit.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: Preparing for an Audit

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Budgetary Process

Course Description: This is an overview of the budgetary process for clients subject to Ohio Revised Code (ORC) Chapter 5705.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: Budgetary Process

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Pension & OPEB Census Data Examinations

Course Description: This is a short overview of why the pension and OPEB census data examinations are necessary.
This webinar is part of the micro-webinar collection. If you’d like to receive FIA or CPIM credit for this course, it must be completed as part of the micro-webinar collection and reported in the training portal as such. FIA or CPIM credit will not be awarded unless officers complete the entire micro-webinar collection.
Event Date: 2020
FIA Hours: 0 | CPIM Hours: 0
Slides & Notes: Pension & OPEB Census Data Examinations

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Course Description: Community schools often have contracts that call for compensation to be based on a percentage of revenue received by the school. This webinar explains that factors often change community school foundation revenue after year end, and therefore a true-up is required. This true-up does not refer just to ‘claw backs’, but also to any changes that affect funding or payments, and could apply to every community school. Failure to properly ‘true-up’ could result in findings for recovery.
Who Should Take This Class: Local Officials
Event Date: September 18th, 2017
FIA Hours: N/A | CPIM Hours: N/A
Course Handout: Community Schools Overpayments Handout.pdf
Slides & Notes: Community Schools Overpayments Slides.pdf

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