Session Topics

Microsoft Nuggets: Quick Wins with OneNote and Copilot

Brian Gartland, Yanzhi Wu, Brenden Kelly

Discover simple, practical ways to work smarter with Microsoft OneNote and Copilot. This session will showcase easy-to-use “nuggets” and time-saving tips you can put into practice right away- from organizing notes information in OneNote to using Copilot to draft, summarize, brainstorm, and streamline everyday tasks.

Child Support & IV-D Funding Basics

Jason Frisbee, Beth Anne Schorr

Many people think that child support is as simple as collecting money from one parent to send to another, but that’s only part of the story. Child support is a complex program that has evolved over the years, and many myths about the program exist that further complicate its mission to ensure that children are well-supported financially and medically. Federal, state, and local funding all fit together to help promote the program’s operations. This training is intended for county and state workers who are curious about the child support program’s mission, services, and funding. At the end of the training, attendees will understand not only what the child support program does, but why it operates the way it does. Attendees will also gain a clearer understanding of the resources that make it all possible.

RMS Table Talk

Karen Murnane

In this session, BCFTA Staff will be on hand to hear whatever YOU all have on your minds with RMS. Do you have ideas? Do you have challenges? BCFTA as well as other Agencies attending the Table Talk can provide valuable input and collaboration. Anyone interested or involved with RMS are welcome!

IV-E Funding and Reimbursement

Alicia Allen, Trish Wilson

Title IV-E funding can provide significant federal reimbursement to counties – but understanding what is reimbursable and how to properly claim those costs is essential. This session will provide counties with a practical overview of Title IV-E funding, allowable expenditures, reimbursement processes and key fiscal requirements.

What’s the Password? A Fiscal Challenge

Patti Gorman, Dennis Drew

Come join Patti and Dennis in the fiscal edition of the popular Password game. Learn something new while winning prizes!!

From ARIES to CFIS: Following a new customer from initial entry to program exit

Jeremy Cordes, Jeremy Conkle, Mark Anderson & Matt Farschman

Learn the best practices for managing customer data in the CFIS and ARIES systems from the moment a customer walks into an OMJ center through program exit with all services paid. Learn about desk aids that have been created for ARIES and CFIS that can assist you through each step of the process.

Cost Principles & IV-D Spending

Jason Frisbee, Beth Anne Schorr

Agencies that receive federal awards must be good stewards of those awards, especially considering the increased scrutiny of federal spending. This not only includes being mindful of the allowability, reasonableness, and allocability of all federal expenditures, but also ensuring that costs properly align with business needs. The federal cost principles discussed in this training can apply to all federal awards, but this training will focus specifically on applying those cost principles to the IV-D child support program. Attendees will not only learn about the requirements for IV-D expenditures, but also how they can evaluate their agency’s IV-D spending to ensure that costs are consistent with the agency’s needs and objectives. The discussion will also review IV-D contracts which are subject to additional restrictions and reviewed with heightened scrutiny.

CFIS 101

Taisa Blackwell, Susan Gordan

Demonstration of basic CFIS Main functions related to monthly and quarterly financial reporting for PA, PCSA and CSEA. Topics we will cover include Monthly Financials, Cost Allocation, Post Allocated Adjustments, Certification of Funds, Cash Draws and Reversing from OAKS.

Train the Trainer: Funding, Cost Pools and RMS

Kelly Hickle-Lentz

Come join Kelly Hickle-Lentz, Operations Administrator of Wood County as she trains county administrators and RMS administrators on ways to talk to their program people about RMS and not just say “it’s how we pay you”

Uniform Guidance Updates

Stacie L. Massey

This session will discuss current updates to the Uniform Guidance.

WIOA and CCMEP Roundtable Discussions

Jeremy Cordes, Jeremy Conkle, Matthew Farschman, Mark Anderson, Scott France, Joe Culler, Harmony Humphrey, Lisa Gallagher-Hall

Come join staff members from CFIS, ARIES, Monitoring, and WIOA to discuss systems and procedures related to WIOA and CCMEP. Panelists will be available to discuss anything related to the systems and regulations to help you better understand why and how we use CFIS and ARIES. Please bring your questions and be ready to challenge us with your concerns and needs.

Blueprint for Success: Creating a 60 Day Onboarding Plan for New Fiscal Staff

Rachel Steele

This is an interactive training session! During this session participants will work together to develop a comprehensive two-month onboarding and training plan for a newly hired fiscal officer. Drawing on your knowledge and experience, you will identify key training topics, prioritize essential skills, and create a structured plan that supports a successful transition into the role. At the end of the session, participants will have a practical onboarding framework that can be adapted to meet the needs of their own agency while promoting consistency, confidence, and long-term success for new fiscal staff

Fiscal Realities

County Finance Directors

This session is a discussion on managing and maximizing allocation from the county perspective. Please join veteran County directors and fiscal directors in engaging in conversations about unitizing, monitoring, and maintaining county, state, federal fiscal resources.

Partnering with Local Community Action Agencies

JFS Office of Community Support Service

The session introduces our new addition to JFS – the Office of Community Support Services. Come learn more about support services they can provide for our constituents.

The Ohio Ethics Law 2026: When Doing Right Matters

Susan Willeke

This engaging and interactive discussion explores the ongoing values and protections of the Ohio Ethics Law and dissects restrictions and prohibitions under this criminal statute. This session will assist those in public service who are subject to the law and those in the private sector who are regulated by or do business with governmental entities. Objectives: (1) Identify potential conflicts of interest and understand appropriate and legal response (2) Understand gift restrictions for those in public service or when interacting with public officials or public employees(3) Recognize potential public contract and representation violations when public official has connections with private organizations (4) Grasp post-employment requirements when leaving public service or hiring former public servants (5) Learn about general assistance available from the Ohio Ethics Commission to understand and comply with the Ethics Law.

Client Level Tracking (CLT) for new Users

Mark Anderson and Matthew Farschman

Join an entry-level training designed to assist newer users and those looking for a refresher on using the Client Level Tracking (CLT) module in CFIS. We will review client data, go over batch processes intended to reduce your time spent in CFIS, and review some key CLT reports. We would also like to invite seasoned CLT users to share some tips and tricks that might assist newer users.

Ohio’s New Investment: Child Wellness Campuses

Colleen Tucker, Elisha Cangelosi

This session provides an overview of Ohio’s investment in Child Wellness Campuses. Participants will learn the opportunities these campuses can provide including keeping youth closer to their communities, improving youth outcomes, and offering a safe, supportive environment that helps stabilize youth. The workshop will cover the why behind funding for this new treatment option, the concept and goals, the status of planning and implementation efforts, and give participants a chance to ask questions.

Engaging Fathers: Role of the Fatherhood Commission

Tara Shook

Participants will hear from Ohio Family and Children First and Belmont County Job and Family Service Representatives the Ohio Commission on Fatherhood as presenters provide a brief overview of its’s programs, including how to engage fathers in the lives of their children.

Ready For Launch: Connecting with Youth through Outreach, Virtual Delivery and CFIS Entry

Tiffany Day, Neil Yingling

This session will explore practical strategies for reaching youth where they are, delivering services beyond the traditional office setting and keeping documentation connected through CFIS. We’ll discuss creative outreach, effective offsite and virtual service delivery, and how to bring those efforts back together through accurate and timely CFIS entry. Attendees will leave with ideas for increasing engagement while maintaining a clear, consistent record of services.

The Power of Excel

Mark Anderson, Eric Zhang

Strengthen your Excel skills and discover practical tools that can make everyday fiscal work easier and more efficient. This hands-on session will cover essential Excel skills for organizing, analyzing, and presenting financial data, including formulas, functions, sorting and filtering, formatting, tables, and basic data analysis. Participants will also learn time-saving tips and techniques that can help reduce manual work, improve accuracy, and make financial reports easier to understand. Whether you are building your Excel foundation or looking to take your current skills to the next level, this session will provide practical tools you can use immediately in your fiscal role.

Why should agencies consider using CFIS Ledger Functions?

Matthew Farschman and Mark Anderson

Learn some key basics of utilizing the CFIS ledger module. CFIS ledger is designed to match the county financial schedule, and agencies can use the ledger budget, contracts, and purchase order sections to ensure CFIS is always in balance with county financials. We will cover how a quick setup at the beginning of each year will provide reports throughout the year so you can always know the status of your budget appropriations and purchase orders. We will also cover how the ledger functions, when used in tandem with Excel, make good analytical tools to compare multiple years of financial data.

Your Guide to Ohio’s PRC Program

Denise Olson, Bobbie Lorenz, Alan Thompson

This session will guide participants through the PRC program and allowable strategies and activities.

Getting to know Ohio’s Title XX Program

Richard Johson

This session is for anyone is interested in knowing more about the Title XX program.

Adult Protective Services Strategies

Tamara Keefe

For those who want to know more about Ohio’s Adult Protective Services program.

Follow-thru: Creating a Culture of Accountability

Dawnielle Pierce

Accountability is more than holding people responsible—it’s about creating a culture where commitments are clear, expectations are understood, and follow-through is the norm. This interactive session will explore practical strategies for strengthening accountability within teams, improving communication, addressing missed commitments, and building trust. Participants will learn how consistent follow-through, clear expectations, and meaningful conversations can improve team performance and create a stronger culture of ownership. Attendees will leave with practical approaches they can use immediately to encourage accountability without creating a culture of blame