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This Hot Topic Seminar is packed with information to assist public finance officers in the performance of their duties.  Topics include a legislative update  on Workers Compensation and deferred compensation.  The Investment Workshop is a hands on session that includes improving investment performance.  The Treasurer of States Office will provide information on the changes in collateral in Ohio.

Ohio Association of Public Treasurers (OAPT)
Sal Talarico, Director of Education
(440) 915-2057
Der Dutchman Restaurant
720 SR 97 W
Bellville, OH 44813
Jack Krise
Ohio Association of Public Treasurers

Course Description Quick Guide

MyCPIM worksheet

Friday 4/7/2017

9:15 AM - 9:45 AM
Course Name Speaker(s) Hours Available
Essentials of Fixed Income Investing Marcia Clark, CFA, Lead Instructor and Course Designer 0.5 View
9:45 AM - 10:45 AM
Course Name Speaker(s) Hours Available
Case Study: Continually Adapting to Minimize Risk and Maximize Return Joseph Farris, Investment & Cash Management Officer, Cuyahoga County, Susan Munson, CFP®, CFIP, Founder & CEO, Fixed Income Academy, L.P. 1 View
10:45 AM - 12:15 PM
Course Name Speaker(s) Hours Available
Putting Learning Into Practice: Portfolio Management Foundations and Simulations Michael Nguyen, SVP, Director of Investment Solutions 1.5 View
1:15 PM - 2:30 PM
Course Name Speaker(s) Hours Available
Changes in Ohio Collateral Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State, Walter Myers, Chief Financial Officer, Ohio Treasurer of State 1.25 View
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