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OAPT 2019 Annual Conference

Educational Sessions and Networking Events Relevant to Public Finance Officers and Their Assistants

Ohio Association of Public Treasurers (OAPT)
Sal Talarico, Director of Education
(440) 915-2057
oapteducation@gmail.com
10/2/2019 - 10/4/2019
10
Niagra Event Center, Put-in-Bay
225 Erie Street
Put-in-Bay, OH 43456
Sal Talarico
Director of Education
OAPT
440-915-2057
oapteducation@gmail.com

Wednesday 10/2/2019

12:00 PM - 1:00 PM
Course Name Speaker(s) Hours Available
CURRENT ECONOMIC AND INTEREST RATE ENVIRONMENT Jason Headings, Vice President Public Funds, Meeder Investment Management, Jason Click, President Public Funds, Meeder Investment Management, Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC), Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
Beyond the Numbers: Expansion of Fraud Accountability CLINT PELFREY, VICE PRESIDENT, BONEFISH SYSTEMS 1 View
2:30 PM - 3:30 PM
Course Name Speaker(s) Hours Available
Embezzlement in Public Office: Identifying and Avoiding Theft Sara Costanzo (Donnersbach), Attorney/Shareholder, Weltman, Weinberg & Reis, Co. LPA 1 View

Thursday 10/3/2019

9:30 AM - 10:30 AM
Course Name Speaker(s) Hours Available
Uniform Guidance Update Chad Gorfido, Senior Manager, Rea & Associates, Inc. 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
Common Audit Issues and Internal Controls Morell Mendiola, Audit Manager, Charles E. Harris and Assoc., Inc., CPA's and Government Consultants 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
The OAPT Investment Game Show Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Fraud - Government Investigations, Lessons Learned BRYAN KOSTURA, PARTNER, MCGLINCHEY STAFFORD 1 View
4:30 PM - 5:30 PM
Course Name Speaker(s) Hours Available
BUILDING THE PROPER INFRASTRUCTURE FOR YOUR INVESTMENT PROGRAM Jason Headings, Vice President Public Funds, Meeder Investment Management, Jason Click, President Public Funds, Meeder Investment Management, Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC), Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View

Friday 10/4/2019

9:00 AM - 10:00 AM
Course Name Speaker(s) Hours Available
Development Finance Philip Angelo, Associate Director for Huntington Bank's Public Finance Goup, Huntington National Bank 1 View
10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
CHECK FRAUD JULIE FLEISCHER, ACCOUNT EXECUTIVE, SAFEGUARD 1 View
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