| 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 |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Beyond the Numbers: Expansion of Fraud Accountability | CLINT PELFREY, VICE PRESIDENT, BONEFISH SYSTEMS | 1 | View |
| 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 |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Uniform Guidance Update | Chad Gorfido, Senior Manager, Rea & Associates, Inc. | 1 | View |
| 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 |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| The OAPT Investment Game Show | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Fraud - Government Investigations, Lessons Learned | BRYAN KOSTURA, PARTNER, MCGLINCHEY STAFFORD | 1 | View |
| 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 |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Development Finance | Philip Angelo, Associate Director for Huntington Bank's Public Finance Goup, Huntington National Bank | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| CHECK FRAUD | JULIE FLEISCHER, ACCOUNT EXECUTIVE, SAFEGUARD | 1 | View |
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934
Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.
[email protected]
75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596
Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds. Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.
UACC is a recognized name in the area of public funds. With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.
Mr. Yacobozzi regularly participates as an instructor for many professional organizations including CTAO, OASBO, OAPT. He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
[email protected]
515 MOORE RD
STE 2
AVON LAKE, OHIO 44012
Phone: 614-427-3827
Clint is Vice President of Fiduciary Responsibility and Financial Controls at Bonefish Systems. For the past 30 years Clint has worked in the financial services industry as an Investment Officer and Portfolio Manager working with cities, municipalities, school districts and government agencies all across Ohio and Pennsylvania. Clint has also served as Chief Compliance Officer where he was responsible for establishing internal financial controls, identifying and mitigating risks and maintaining a disciplined oversight of the firm’s compliance procedures.
[email protected]
323 W. Lakeside Ave.
Suite 200
Cleveland, OH 44113
Phone: 216-685-1039
Sara M. Costanzo is a shareholder in the Cleveland office of Weltman, Weinberg & Reis Co., L.P.A., where her responsibilities include managing multiple practice groups, one of which is government collections and litigation. She also handles a variety of complex consumer and commercial collections. Sara earned her bachelor’s degree in business administration and public relations from Heidelberg College, her law degree from Cleveland-Marshall College of Law and her M.B.A. degree from Cleveland State University. She is a member of the Ohio State and Cleveland Metropolitan Bar Associations. Sara is chair of the Board of Directors of the NE Ohio Division of the March of Dimes. She is a member of the Heidelberg School of Business - Business Executive Advisory Board, Berg Business Board, as well as the Strongsville Education Foundation as a Trustee. She is also a member of the Municipal Finance Officers Association and the Cleveland-Marshall College of Law Alumni Association, and was recognized by Crain's Cleveland Magazine as a Top 40 Under 40; as well as by Cincinnati Magazine in 2005, 2006 and 2011 as an Ohio Rising Star.
[email protected]
694 East Washington Street
Medina, OH 44258
Phone: (330) 722-8222
Chad Gorfido is in charge of and manages governmental and not-for-profit audits. He is also responsible for day-to-day audit, client communications and ensuring the timely completion of every audit we take on. Chad’s topics/areas of expertise include internal control effectiveness and efficiencies, A-133 audits, governmental GAAP accounting, charter school operations and accounting, and audit methodology. He earned his bachelors’ degrees from Kent State University in accounting and finance and obtained his advanced single audit certification in 2016.
[email protected]
614 Superior Avenue, NW, Rockefeller Building Suite 1242
Cleveland, OH 44113
Phone: 216-575-1630 x113
Morell Mendiola is an Audit Manager for Charles E. Harris and Associates, Inc. and has been with the firm since 2012. She specializes in preparing financial statement and footnote preparations for clients as well as consulting services and oversees audits for multiple entity types including all municipal entities.
This session will feature an interactive game show with 4-6 school practitioners competing to earn points as they answer questions about the intricacies of investing per the Ohio Revised Code.
Audience members will be encouraged to participate and play along from their chairs.
Following the scoring of each question, the presenter will explain in detail why each answer was correct or incorrect. There will be four possible answers to each question allowing an opportunity to discuss the most common misconceptions about investing.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
An understanding of how to perform an investigation, review of policies and identifying areas of concern.
The presentation will cover fraud investigation, how to identify pitfalls in policies and procedures and what areas are most susceptible to fraud and abuses.
[email protected]
3401 TUTTLE RD, SUITE 200
CLEVELAND, OH 44122
Phone: 216-378-4996
Bryan Kostura is a trial attorney located in the Cleveland office. He represents both publicly traded and private companies in civil litigation matters. As a prior prosecutor and defender for the United States Army, he has handled multiple criminal cases involving theft, waste and abuse. His trial practice includes banking litigation, commercial and business disputes and contract litigation. In addition, he provides day-to-day legal advice on contracts, negotiations, and advice on risk analysis and litigation avoidance strategies. Bryan has also advised and defended clients on white collar criminal and investigatory matters. Most recently, he was appointed by Geauga County as Special Prosecutor to investigate the former Geauga County Auditor.
Participants will gain an understanding of the proper components of an investment program including investment policy, investment accounting and reporting of investment holdings along with portfolio characteristics.
The course will focus on the infrastructure supporting any investment program. Participants will gain an understanding of a well written investment policy, accounting for investments, and reporting of the investment portfolio. These topics will provide foundational knowledge of how to perform these components and why they are important to the investment process.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934
Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.
[email protected]
75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596
Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds. Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.
UACC is a recognized name in the area of public funds. With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.
Mr. Yacobozzi regularly participates as an instructor for many professional organizations including CTAO, OASBO, OAPT. He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
How to leverage public incentives for private development
The course will provide an overview of the myriad of financial incentives state and local governments can offer to spur private development and job creation
It will enhance their understanding of the various economic development tools at their disposal.
[email protected]
200 Public Square
Cleveland , Oh 44114
Phone: 216-515-0395
Philip Angelo is an Associate
Director with Huntington’s public finance group. Since joining Huntington
in 2016, Mr. Angelo has been on the financing team for over 70 transactions
with a total par amount of over $7 billion. Mr. Angelo’s main focus is on
economic development, as he seeks to leverage public incentives to lower the
overall cost of capital to finance various projects. Prior to joining
Huntington, Mr. Angelo spent over 8 years in the public sector, with time spent
at the White House Office of National Drug Control Policy, the U.S. Agency for
International Development, and Cuyahoga County (Cleveland, Ohio). Mr. Angelo
received his Law degree and Master in Public Administration from Cleveland
State University, and he obtained his undergraduate degree in history from Ohio
University. Mr. Angelo is a board member for New Avenues to Independence, the
Italian Cultural Garden Foundation of Cleveland, a trustee for the
Cleveland-Marshall Alumni Association, and a member of Phi Beta Kappa. Philip
is also a FINRA Municipal Securities Representative (Series 52 and Series 63).
New insights into check fraud and what they can do to protect their business
An in-depth look into different types of check fraud and how to combat it within your business. Learn about the different security features available with check documents and how you can better partner with your bank and Safeguard to make sure you are protected. You will learn tips on how to recognize a bad check and what other documents you work with that may be at risk.
[email protected]
105 WESTPARK RD
CENTERVILLE, OH 45459
Phone: 614-761-8600
Julie has worked at Safeguard for the past 4 years. Along with her experience within Safeguard and handling client’s check needs and other financial documents, she also worked within the financial industry for 4 years.
