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CTAO Winter Conference

This will be the CTAO's Fall Conference & Annual Business Meeting.  Wednesday evening we will have the announcement and swearing in of the 2018 Slate of Officers.

County Treasurers Association of Ohio (CTAO)
Kevin Futryk, Executive Director
(614) 221-7157
kevin@gov-advantage.com
11/14/2017 - 11/17/2017
7
Dublin Marriott
5605 Blazer Pkwy
Dublin, OH 43017
Sheila Fox
Events Mgr
CTAO
555-555-5555
SheilaFox@gmail.com

CPIM.com
Course Description Quick Guide

MyCPIM Worksheet

Tuesday 11/14/2017

12:30 PM - 1:30 PM
Course Name Speaker(s) Hours Available
Hot Topics in Investments Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
1:30 PM - 2:30 PM
Course Name Speaker(s) Hours Available
The Fed, The Bond Market and What’s in Store for Investors Mike Fink, Managing Director, Investments, Raymond James and Associates 1 View

Wednesday 11/15/2017

10:45 AM - 11:45 AM
Course Name Speaker(s) Hours Available
Tax Service Basics Martita Corley, Client Services Consultant, Wells Fargo Home Mortgage 1 View
1:15 PM - 2:15 PM
Course Name Speaker(s) Hours Available
Investing in Today’s Markets: Organizing Information Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
2:15 PM - 3:15 PM
Course Name Speaker(s) Hours Available
Land Bank Basics Robin Darden Thomas, Land Bank Program Director, Western Reserve Land Conservancy 1 View
Land Bank Opportunities - Beyond the Basics Jim Rokakis, Vice President & Director of Thriving Communities Institute, Western Reserve Land Conservancy 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
An Advanced Overview of the Investment Management Process James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
Fundamentals/Basics of Investment Accounting Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC) 1 View

Thursday 11/16/2017

8:30 AM - 9:30 AM
Course Name Speaker(s) Hours Available
The Ohio Pooled Collateral System Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State 1 View
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