EITC & OSTC Webinar: How to Get, Use and Report the Funds
an ADVIS, PAIS & PAISBOA Collaboration
Event Details
ADVIS, PAIS, and PAISBOA are partnering again to offer an important session for Business Managers/CFOs, Development Directors and Enrollment Management Directors from Pennsylvania schools to review the timelines, guidelines, and requirements for the PA Educational Tax Credit programs, and discuss the renewal reporting requirements from our schools’ perspective. Participants will learn how to get the funds, use the funds, and report and account for the funds.
Presenters
Jim O’Donnell, Director, Tax Credit Division of the PA Department of Community & Economic Development, will provide a high level overview of the Educational Improvement Tax Credit Program (EITC) and Opportunity Scholarship Tax Credit Program (OSTC) programs.
Randy Tarpey from Central Pennsylvania Scholarship Fund, will join the conversation to discuss Special Purpose Entities (SPEs) - what they are as it pertains to Pennsylvania education tax credits, how they are used, and other frequently asked questions.
The Panel
In addition, a panel of leaders from area independent schools will provide insights on marketing the fund availability, accessing the funds, and managing the communications, specifically as it relates to the importance of being on the same page when it comes to reporting on donations/scholarships, especially to state agencies.
PAIS
Gary Niels, Executive Director - Moderator
Friends Select School
Angela Winterrowd, Director of Leadership Gifts
Rohan M. Arjun, Director of Enrollment Management and Financial Aid
The Wyndcroft School
Tina Farnsworth, Director of Finance and Operations
Sarah Kruger, Director of Development
James L. O’Donnell
Director, Tax Credit Division
PA Department of Community & Economic Development
Jim O'Donnell is a graduate of Kutztown University with over 15 years’ of Commonwealth experience at the Dept. of Community of Economic Development particularly managing the Educational Improvement and Opportunity Scholarship Tax Credit programs. Jim served as the Tax Credit Division Director since 2012. The Tax Credit Division staff of 7 employees is responsible for administering eight separate tax credit programs totaling over $295 million in tax credit awards on an annual basis.
Randy Tarpey, CPA
Principal Owner
Sickler Tarpey & Associates
Randy Tarpey received his Bachelor’s Degree in Accounting from the Oklahoma State University. He began his career with his business partner, Harry K. Sickler, Jr. in November 1994, as a tax accountant who prepares individual and small business tax returns. He primarily works in Central Pennsylvania but also remotely in all 50 states and for many US citizens overseas.
As a Certified Public Accountant tax preparation is his professional focus including simple returns done economically and complex returns prepared properly. In addition to his tax work, Randy Tarpey has experience working with the state’s many incentive programs for small businesses, as well as assisting with tax credit sales for large companies. His biggest passion is working as a volunteer for the Central Pennsylvania Scholarship Fund, assisting donors and other charities with navigating the PA Educational Improvement Tax Credit Programs.
Rohan M. Arjun
Director of Enrollment Management and Financial Aid, Friends Select School
Rohan is the director of enrollment management and financial aid at Friends Select School in Center City Philadelphia, PA, where he leverages his extensive experience in enrollment and diversity initiatives. Previously, he served as the director of admission at George School in Newtown, PA, his alma mater, and held various roles at St. Mark’s School in Southborough, MA, including associate director of admissions and financial aid and acting director of community & equity affairs. Rohan is a principal consultant with The Glasgow Group and actively contributes to several educational organizations, including serving on the Pennsylvania Association of Independent Schools (PAIS) Commission for Accreditation, the Enrollment Management Association (EMA), and the National Association of Independent Schools (NAIS). He earned a B.A. in African-American Studies from Temple University and an M.S.Ed. in School Leadership from the University of Pennsylvania, where he remains engaged as a mentor.
Tina Farnsworth
Director of Finance and Operations, The Wyndcroft School
Tina Farnsowrth is a CPA and has been the Director of Finance and Operations at the Wyndcroft School for 11 years. Prior to that she started her career in public accounting and has worked in various industries including service, manufacturing and healthcare. She is married, has four young adults and loves spending time at the beach.
Sarah Kruger
Director of Development, The Wyndcroft School
Sarah Kruger currently serves as the Director of Development at the Wyndcroft School. Sarah began her development career at Washington and Lee University in Lexington, VA and spent several years working in Advancement offices at Shenandoah University and James Madison University. Sarah also has experience working for community-based nonprofits in Burlington, VT and Walnut Creek, CA. Prior to joining Wyndcroft, Sarah served as Director of Alumni Giving at the Kent School in Kent, CT and as the Major Gifts Officer for Broad Street Love, a Philadelphia-based nonprofit supporting individuals experiencing homelessness and deep poverty. Sarah currently lives on campus at the Perkiomen School in Pennsburg with her husband, two daughters, and rescue coonhound.
Angela Winterrowd
Director of Leadership Giving, Friends Select School
Angela Winterrowd serves as Director of Leadership Giving at Friends Select School, Center City’s only preK-12th grade Quaker school located in the heart of Philadelphia. Prior to joining Friends Select, she was a Major Gift Officer at The College of New Jersey (her alma mater), and Development Director at Arden Theatre Company in Old City. Angela resides in New Jersey with her husband, two daughters, and two cats.
PRESENTED IN PARTNERSHIP WITH
PROGRAM FEES
ACCESSIBILITY
We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. Please feel free to request an accommodation on the registration form. For inquiries about accessibility, please contact Membership and Outreach Manager Candyce Wilson. At least two weeks' advance notice will help us to provide seamless access.
EVENT CONTACT
Dena Torino, Director of Programming