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OAPT 2018 Annual Conference

Educational sessions and networking events relevant to public finance officers

Ohio Association of Public Treasurers (OAPT)
Sal Talarico, Director of Education
(440) 915-2057
oapteducation@gmail.com
10/3/2018 - 10/5/2018
10
DoubleTree Hotel by Hilton, Downtown Cleveland
1111 Lakeside Avenue E.
Cleveland, OH 44114-1130
Kris King
President-Elect
Ohio Association of Public Treasurers
Kris King 330-904-0200 or Sal Talarico 440-915-2057
kris.king66@yahoo.com

Wednesday 10/3/2018

12:00 PM - 1:00 PM
Course Name Speaker(s) Hours Available
Making Sense of Money: The Federal Reserve and Monetary Policy Thomas Fitzpatrick, VP Credit Risk Management Department, Federal Reserve Bank of Cleveland 1 View
2:30 PM - 3:30 PM
Course Name Speaker(s) Hours Available
Developing a Collections Program Internally and Externally Sara Costanzo (Donnersbach), Attorney/Shareholder, Weltman, Weinberg & Reis, Co. LPA 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Update on the Ohio Pooled Collateral System Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State 1 View
4:30 PM - 5:30 PM
Course Name Speaker(s) Hours Available
USDA Rural Development: Building and Improving Infrastructure in Rural America. Jennifer Donaldson, Loan Specialist, USDA Rural Development 1 View

Thursday 10/4/2018

11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Best Practices during a Rising Interest Rate Environment Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
Investment Accounting and Reporting Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC) 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Financial Statement Preparation and Hinkle Filing Requirements Morell Mendiola, Audit Manager, Charles E. Harris and Assoc., Inc., CPA's and Government Consultants, John Phillips, VP/Shareholder, Charles E. Harris and Associates, Inc., CPAs and Government Consultants 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Fraud Prevention: Different product types to assist in reducing your Fraud Risk, & how these solutions work. Travis Kelley, VP/Public Services Sales Officer, First Commonwealth Bank 1 View

Friday 10/5/2018

10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Remote Deposit Capture Kathleen Whelan, Vice President/Public Funds, S&T Bank 1 View
11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Receivables & Fraud Solutions for Government Entities Thomas Heidy, VP of Treasury Management, Westfield Bank 1 View
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