[email protected]
7307 Avon Belden Road
North Ridgeville, OH 44039
Phone: (440) 353-0852

Jeff has over 30 years of accounting experience working within the public sector having held positions with the Auditor of State’s office and finance director for two Ohio Villages. In his current role as Auditor for the City of North Ridgeville, Jeff serves as the City’s Chief Fiscal Officer and is responsible for preparing monthly financial statements and the annual CAFR. Jeff also participates in the annual budget and appropriations process for the City. A graduate of Ashland College, Jeff is a Certified Public Accountant (CPA) and is a member of both the AICPA and the Ohio Society of CPAs. 

[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)

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office.  In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.

Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network.  Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia.  Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.

[email protected]
100 North Riverside Plaza
Chicago, IL 60606
Phone: (312) 706-9970

Matt Butler is a Vice President-Senior Analyst with Moody’s Investors Service on its Chicago Local Government Ratings Team. He is the lead analyst for Ohio local governments, as well as particular Midwest cities including Chicago and Detroit. Since joining Moody’s in November 2010, Matt also worked extensively with local governments in Illinois, Iowa, Michigan and Minnesota. Prior to joining Moody’s, Matt worked as an analyst with the US Government Accountability Office in Washington, DC and as a budget analyst with the State of Michigan. He earned an undergraduate degree from Michigan State University and a master’s degree from the University of Massachusetts. 

[email protected]
33 North High Street
Columbus, OH 43215
Phone: 6142755802

Ms. Mumma has been the Director of Finance for the City of Dublin since 2011.  Highlights during her time in Dublin include her work with the Dublin City School District in creating an economic development driven cooperative agreement; working with the Development community and staff for the redevelopment of the Bridge Street District, and developing a financial model used for shared dispatch services with neighboring communities.  Prior to that, she served the City of Gahanna for 14 years, starting as a part-time Mayor’s Court clerk working her way up to Director of Finance.  Ms. Mumma graduated from the Ohio State University in 1999 with a BS in in Business Administration and from Ashland University in 2004 with her Masters in Business Administration.  Ms. Mumma serves as a board member to the Ohio GFOA and the Ohio Municipal League’s Municipal Finance Officers Association.  She has been honored to have been a guest lecturer at the John Glenn School of Public Affairs at the Ohio State University, and to have presented to the Ohio School Board Association, the State Employment Relations Board, and at the Ohio GFOA annual conference in years past.  In 2011, she was recognized by Columbus Business First as CFO of the Year for the Government Sector.

[email protected]
191 West Nationwide Boulevard
Suite 300
Columbus, OH 43215
Phone: (614) 233-5399

Mr. Schwallie's entire legal career has been spent in the area of public law, representing public bodies as an attorney in the Columbus office of Peck, Shaffer & Williams, which merged with Dinsmore & Shohl LLP in 2014. He has served as bond counsel to numerous counties, municipalities, townships, school districts and special districts and authorities throughout Ohio, and to various state agencies. He has helped draft revisions to the Ohio Revised Code relating to public finance and particularly, the 1989 revisions to the Uniform Public Securities Law (Ohio Revised Code Chapter 133).   Dennis Schwallie has also represented counties, municipalities and school districts in matters related to tax increment financing, joint economic development districts, enterprise zones and other economic development activities.  He is a frequent speaker at conferences sponsored by various groups, including the Ohio Municipal League, the Ohio Municipal Attorneys Association, the Ohio School Boards Association and the Ohio Association of School Business Officials.  Mr. Schwallie is a member of the American, Ohio and Columbus Bar Associations and the National Association of Bond Lawyers. 

[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]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-728-9251

Mrs. Lewis oversees the Legislative, Policy and Constituent Affairs Department which serves as the liaison between the Treasurer’s office and the General Assembly. The department also identifies, researches, and develops policy positions and initiatives affecting the Treasurer’s office. Prior to arriving at the Treasurer’s office, Lizz worked as a Policy Advisor for former Speaker of the House, William G. Batchelder. She graduated with a Bachelor of Arts in Political Science from Kent State University.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-466-8046

Walt Myers is the Director of Trust in the Ohio Treasurer’s Office and has 32 years of financial industry experience.  Mr. Myers joined the Ohio Treasurer’s Office in 2014.  In his position, Mr. Myers remit in the Ohio Treasurer’s Office includes: Collateral Operations, Trust Operations, Trust Custody and Compliance, and CD Programs.  

Previously, Mr. Myers was a Managing Director at JPMorgan’s Corporate and Investment Bank.  He held several positions through his tenure at JPMorgan including an expatriate assignment as Client Service head for Investor Service’s European, Middle East and Africa Client Service organization.  Just prior to joining the Ohio Treasurer’s Office in 2014, Mr. Myers was responsible for a Columbus Ohio based institutional securities operations department including benefit payment services and institutional custody services.

[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, OH 45202
Phone: (513) 639-9217

Government and school officials throughout Ohio rely on Brenda Wehmer for answers on all aspects of bond financing. Her primary focus is debt issuance for governmental issuers, including school districts, counties, municipalities, townships, and special districts as well as 501(c)(3) entities.

Ms. Wehmer has served as bond or underwriter's counsel in transactions ranging from $50,000 to $480 million. 

She has extensive experience in many types of municipal financings, including tax increment financings transactions, Qualified Academy Zone Bonds and lease-purchase transactions. 

Ms. Wehmer frequently speaks at seminars and conferences including the Ohio Government Finance Officers' Association annual conference, Ohio State Auditor's training sessions, Buckeye Association of School Administrators conferences and the Center for Local Government Seminar. Recent topics have included: Nuts and Bolts of Basic Governmental Debt Issuance, Tax Increment Financing, Special Assessments, Lease Purchase Financing, and The Role of Underwriter's Counsel.

Memberships & Affiliations
 - Ohio Government Finance Officers' Association
 - Greater Cincinnati Government Finance Officers' Association
 - Warren County Municipal League
 - Center for Local Government
 - Cincinnati and Ohio State Bar Associations
 - Speaker, various presentations on basic Tax Exempt Financing and Tax Increment Financing
 - Dress for Success Cincinnati, Board Member

Distinctions
 - Listed in The Best Lawyers in America© for Public Finance Law

[email protected]
201 South Grant Avenue
Columbus, OH 43215
Phone: (614) 797-4700

Charles T. Saunders, PhD, MA, MBA, CFE, CIA, CCSA, CRMA, CPA (OH inactive) - Dr. Saunders is Chair of the Forensic Accounting, Business Forensics, and Information Systems Audit Programs at Franklin University, where he teaches courses in Forensic Accounting, Auditing, Enterprise Risk Management, and Business Psychology. Dr. Saunders is a Certified Internal Auditor with over 25 years of experience as an internal auditor with American Electric Power Company. He holds a CPA certificate (Ohio, inactive), is a Certified Fraud Examiner, and holds certifications in Control Self-Assessment and Risk Management Assurance. Dr. Saunders has more than ten years of post-secondary teaching and instructional design experience, and has taught internationally, in Poland. He serves as treasurer and faculty advisor of the Franklin University chapter of Sigma Beta Delta, international honor society in business administration. In addition, Charles has served as chairman of the Franklin University Faculty Senate Personnel Committee, and has participated as chair or member of several faculty search committees. Currently, Charles is a member if the Ross College of Business IACBE Reaffirmation Study Committee. 

Charles earned his MBA (1987), MA (2006), and Ph.D. (2011) in Workforce Development and Education from The Ohio State University. The title of Charles’s dissertation is, “Native American Tribal Colleges and Universities: Issues and Problems Impacting Students in the Achievement of Educational Goals.” He earned a BA from Wittenberg University in 1971. 

Charles is active professionally and in the Columbus community. He currently is a member of the Institute of Internal Auditors, and has served as a member of the IIA Research Foundation Committee of Research and Education Advisors. He is an academic advocate and former board member of the Columbus Chapter, Information Systems Audit and Control Association. 

He is also an academic advocate of the Institute of Management Accountants. Charles serves as a member of the Audit and Accountability Committee of the Columbus (Ohio) School District, and as a mentor in the Big Brothers/Big Sisters Project Mentor program. As an accomplished speaker and trainer, Charles has made numerous presentations to professional conferences and seminars; his most recent presentation is entitled “Compliance and Deterrence in Fraud Risk and Control” (May 2015). Charles serves as a trainer in IIA online seminars. Charles is treasurer and past president of the Mid-Day Toastmasters Club at Franklin University, and has attained the Advanced Communicator Silver and Advanced Leader Bronze Certificates, and the Leadership Excellence Award from Toastmasters International. Charles is a veteran of the United States Air Force.

[email protected]
88 East Broad Street
Columbus, OH 42315
Phone: (800) 345-2519

David B. Thompson, CPA, graduated from the University of Cincinnati with a Bachelor of Business Administration with a major in accounting.    He is a Certified Public Accountant and has over thirty five years of governmental experience. Most of that experience is with the office of Auditor of State dealing with complex accounting, budgetary and reporting issues of local governments in the State of Ohio. Dave also served as Chief Project Manager of the Southwest Region of Local Government Services for over twenty years. 

[email protected]
7 Easton Oval
EA2W16
Columbus, OH 43219
Phone: (800) 480-4862

Heather Nowak is with Huntington as a Senior Treasury Management Product Manager.  She has been with Huntington since 2006.  Her expertise lies in Merchant Services and PCI Compliance requirements. 

[email protected]
621 W Broad St
Suite 1D
Pataskala, OH 43062
Phone: (740) 964-6274

Mr. Nicholson graduated from Miami University (Oxford, Ohio) with Bachelor degrees in Finance and Accountancy, and received his Master of Business Administration from the University of Dayton.  Jamie currently serves as the Director of Finance for the City of Pataskala, Ohio and has more than 20 years’ experience in governmental accounting and finance.  Prior to entering public service, he was employed in the banking sector in a variety of financial and project management positions.  Mr. Nicholson served on the National GFOA’s 18-member Executive Board, and was an ex officio member of the GFOA’s Budgeting & Fiscal Policy Committee.  He previously served on the GFOA’s Treasury & Investment Management Committee for 6 years, and has been a CAFR reviewer on the GFOA’s Special Review Committee.  Jamie is a regular presenter at national and Ohio GFOA conferences, webinars and training classes.  He is a Past-President of the Ohio GFOA, and has been active member of the Ohio GFOA’s Education Committee for nearly 20  years.

[email protected]
600 Superior Avenue East
Suite 1701
Cleveland, OH 44114-2614
Phone: (216) 394-5060

Kip Wahlers

Ice Miller

Kip Wahlers has more than two decades' experience in the field of public finance, economic development and public law. Kip has represented state and local governments at all levels as bond counsel and has also served as underwriters' counsel, bank counsel and counsel to private sector entities doing business with government.

Kip's experience includes financings and projects with port authorities, counties, municipalities, townships and school districts. Kip also advises clients on public records issues and ethics issues.

Kip has authored legislation relating to financing programs in Ohio and elsewhere, including tax credits, loan programs and amendments to legislation establishing new community authorities and authority for impact facilities. He has assisted private companies in obtaining incentives from state and local governments, including tax incentives, tax abatements and tax increment financing.

Kip is former general counsel for JobsOhio and for Browning & Associates, a municipal financial advisor. He is a native of Toledo, Ohio, and has lived in the Columbus area since 2000.

Wahlers graduated magna cum laude, with highest honors, from University of Georgia, in 1985 where he received a Bachelor of Arts in English. He graduated from University of Michigan where he earned his Master of Arts in English in 1986. He holds a juris doctorate from University of Michigan Law School, where he graduated cum laude in 1991. - See more at: http://www.icemiller.com/people/kristopher-(-kip-)-wahlers/#sthash.riSusWWf.dpuf

[email protected]
127 Public Square
Cleveland, OH 44114
Phone: (216) 689-0885

Jeff joined KeyBanc Capital Markets in 2004, after ten years of working in various management positions in the public sector. He previously worked as an Assistant to the City Manager for the City of Deerfield Beach, Florida and as an Assistant Director of Development for the City of Lakewood, Ohio, where he specialized in municipal and development finance.  Jeff is a Managing Director in Key’s Public Sector / Public Finance Group and is responsible for the Great Lakes and Northeast Regions, while also leading the firm’s nationwide P3 Practice. In doing so, he provides experience in structuring and managing tax-exempt and taxable financing, both fixed and variable rate, for a wide range of projects, including traditional governmental debt, as well as development-related / P3 projects and special district obligations. In addition, Jeff performs financial modeling work for private Developers and Companies related to development bond financing.  In his spare time Jeff indulges his passion, stand-up comedy.  In fact, some years ago Jeff briefly, and unsuccessfully, apprenticed for Steve Harvey. 

[email protected]
17172 Penny Pines Circle
Strongsville, OH 44136
Phone: (216) 496-9394

Matt has worked in the Public Sector and Public Finance for a very, very long time.  In fact,​ it has been so long that when he first started working in the Public Sector disco was still popular, and ​he was wearing bell bottom pants to work (Non-ironically).  He was slashing government budgets and financing public projects when Rick James hit the scene with “S​uper Freak”, and punk bands like the Ramones, the Replacements, and Social Distortion were creating a counter culture of discontent (the same discontent that continues today with many of your residents).  Matt has assisted countless issuers with 20 and 25 year bond issues, and with a heavy sigh and a tone of depression has to admit he is still around to see those same bond issues reach their final maturity (unlike his sons). Matt has worked for so very long in Public Finance that many of the projects he has financed have already served well beyond their useful life and have either been shuttered, torn down or are in some cases the focus of a junk yard art exhibit.  ​Matt has had the good fortune to have worked with Finance Directors and Treasurers from all generations: baby boomers, yuppies, GenXers and Millennials.  He even claims to be connecting with the next generation of fiscal officers who he refers to as the Instagramians!​

[email protected]
88 East Broad Street
Columbus, OH 43215
Phone: (614) 460-3463

Jake joined KeyBanc Capital Markets in 2011 and has over 13 years of Public Finance experience. He covers municipalities and school districts in Ohio and is a member of Key’s national project development finance team. Prior to joining Key, Jake spent nine years with the State of Ohio where he served as the Director of the Office of Debt Management for the Ohio Treasury.  Mr. Wozniak provides experience structuring and managing tax-exempt and taxable financings for projects ranging from municipal general obligation and revenue credits to development finance transactions such as tax increment financing and special district obligations.  He is an avid game show enthusiast and loves to “Play the Feud.” 

[email protected]
88 East Broad Street
Columbus, OH 43215
Phone: (800) 345‐2519

Denise is an Assistant Chief Project Manager for the Local Government Services - Special Projects division of the Auditor of State.

[email protected]
88 East Broad Street
5th Floor
Columbus, OH 43215
Phone: (800) 282-0370

Douglas Ferguson has been employed by the Auditor of the State of Ohio office for the past 27 years. The Auditor of State is one of the largest and most respected Governmental Accounting and Auditing organizations in the country. Doug has served in a management capacity for the past twenty three years and as a Senior Audit Manager for the past twenty years. The Senior Audit Manager has the overall responsibility for all audit and accounting services provided to their respective clients. Doug has served on a number of professional committees while serving the citizens of Ohio and has had the privileged to manage some of the largest and more complex clients in the Franklin County area. Doug is a member of professional organizations and holds the distinction of professional certifications for Certified Fraud Examiners and Certified Governmental Financial Manager. Doug holds a Bachelor of Science degree in Business Management and Accounting from the United States International University, San Diego California. Doug, wife Veronica and daughter Nakeetra reside in Gahanna, Ohio.

[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]
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]
33 Whitehall Street
New York, NY 10004
Phone: (212) 908-0554

Arlene Bohner is a Senior Director in Fitch Rating’s U.S. Public Finance Department, managing the Great Lakes and Midwest area for the Tax-Supported Group. She directs the rating and research activity of all analysts covering tax-supported issuers in the region, and authors or co-authors rating criteria, topical research and commentary.  Prior to joining Fitch, Arlene was a principal at MuniPro, a consulting firm providing credit-related services to commercial banks, rating agencies and bond insurers.  She has also served as Vice President and Senior Credit Officer at Moody’s Investors Service, covering tax-supported and revenue-supported credits in the Great Lakes and Northeast.  Arlene received a B.A. in Political Science from Villanova University and a Master of Governmental Administration degree from the University of Pennsylvania’s Fels Center of Government.  She is a member of the Municipal Analysts Group of New York, Women in Public Finance, Northeast Women in Public Finance and the National Federation of Municipal Analysts.

[email protected]
101 Central Plaza South
700 Chase Tower
Canton, OH 44702
Phone: (800) 443-9272

Joey is the Chief Auditor for the East Regional Office with Auditor of State Dave Yost’s office and is responsible to help manage a staff of 68 employees and oversees the completion of 685 audits for AOS clients and IPA clients in the region. Joey has been with the Auditor of State’s office for over 23 years and has been entertaining audiences (training) for 15 years.   

Joey has a bachelor’s degree in accounting and business management from Kent State University. Joey is a member of the National Government Finance Officers Association (GFOA), the GFOA Certificate Special Review Committee, the Ohio GFOA, and the Ohio Society of CPAs. 

[email protected]
127 Public Square
Suite 4900
Cleveland, OH 44114
Phone: (216) 479-8395

Ryan Callender’s experience includes serving as bond counsel, counsel to credit enhancers, underwriters, trustees and public issuers in a variety of conventional and capital market public debt financings. Ryan is experienced in general obligation debt, revenue bond debt, tax increment financing, special assessments and certificates of participation. He also has experience with a variety of industrial development revenue bonds, housing revenue bonds, water and sewer revenue bonds, conduit financings and 501(c)(3) bonds.

One of Ryan’s primary areas of focus is in the structuring of water and sewer revenue debt financing. Ryan has served as bond counsel, underwriter’s counsel and disclosure counsel for a variety of water and/or sewer entities throughout the country. In addition, Ryan has experience serving as bond counsel and underwriter’s counsel for various state revolving funds including serving as bond counsel to the Ohio Water Development Authority for more than US$1 billion of bond and commercial paper issues. Ryan is also an active member of and frequent speaker for the Council of Infrastructure Financing Authorities (CIFA). Ryan is an active member of the National Association of Bond Lawyers and currently serves as chair of the Board of Trustees of Lakeland Community College.

[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753

Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.

Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance  Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.

Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.

[email protected]
PO Box 230
Vermilion, OH 44089
Phone: (440) 773-5090

Mr. Szanto has over 40 years of experience in municipal and regional government and public finance. He has acted as Municipal Advisor or Senior Managing Investment Banker for hundreds of clients raising over $30 billion in tax-exempt obligations since 1981.  Stephen is proactive in rating agency, rating agency surveillance and insurance company presentations for his clients.  He has been involved with many rating agency upgrades.  Stephen has served as Municipal Advisor since 2000 for all types of issuers.  As such, he provides oversight on all aspects on both competitive and negotiated underwritings.  Mr. Szanto is certified by and serves on various committees of the National Association of Municipal Advisors.

[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656

Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing. 

Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase.  There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion.  He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers.  Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.

Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU.  He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam.  Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs.  Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.

[email protected]
1735 Market Street
43rd Floor
Philadelphia, PA 19103
Phone: (215) 557-1429

Seth Williams is a Senior Managing Consultant in PFM’s Management and Budget consulting practice.  Since joining PFM in 2010, Mr. Williams has successfully served geographically and demographically diverse state and local governments through focused work on government-wide financial improvement and efficiency initiatives, criminal justice/public safety financial and operational reviews, transformational operational reviews, economic development analyses, and workforce and organizational structure analyses. Mr. Williams frequently provides in-depth analysis on government workforce, organizational and operational efficiency, and criminal justice and public safety operations and finances.  Mr. Williams has led or served in a senior role in many of the firm’s transformative project work with multiple city and county governments throughout the nation – including multiple engagements with Ohio clients (e.g. Auditor of State, Cuyahoga County, Youngstown, etc.).  Mr. Williams earned a Master’s degree in Government Administration from the University of Pennsylvania, Fels Institute of Government and a Bachelor of Arts degree in Political Science from Muhlenberg College.  Mr. Williams has presented on workforce management topics at state and regional public finance annual conferences – including the New England States GFOA and Rhode Island Accountants and Auditors Institute.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 614.227.4998

Colin Kalvas is a member of Bricker & Eckler's Public Finance group. He represents governmental entities, nonprofit organizations and financial institutions in matters involving municipal bond transactions. Colin also works with governmental entities and real estate developers in connection with economic development incentives.  He received a bachelor of arts and JD from The Ohio State University.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308

Robert F. McCarthy is an Associate with Bricker & Eckler in Columbus and has extensive experience working with public clients regarding economic development districts and special purpose districts.  He was an assistant attorney general under Ohio Attorney General Richard Cordray.

[email protected]
928 W Market St
Tiffin , OH 44883-2927
Phone: 419-447-2927

Jeff earned his BS in accounting from The Ohio State University. He also is a licensed Certified Public Accountant and a licensed school treasurer with over 30 years of proven successful school finance experience including 13 years of school treasurer experience as Treasurer/CFO of Worthington City Schools and 13 years as Assistant Treasurer of Dublin City Schools. Jeff's experience ranges from a district with a budget of $100 million to over $200 million. Jeff received many awards in his career including the OASBO Distinguished Service Award, Rich Unger Award, Chuck Gossett Award and with the GFOA Lifetime Achievement Award. Jeff is owner of McCuen' s Accounting Service and is associated with K-12 Business Consulting to provide a wide array of services including five year forecasting analysis and preparation; Salary Study's; Community School financial management; levy analysis and modeling; and mentoring services for school business.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 614.227.4998

Colin Kalvas is a member of Bricker & Eckler's Public Finance group. He represents governmental entities, nonprofit organizations and financial institutions in matters involving municipal bond transactions. Colin also works with governmental entities and real estate developers in connection with economic development incentives.  He received a bachelor of arts and JD from The Ohio State University.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308

Robert F. McCarthy is an Associate with Bricker & Eckler in Columbus and has extensive experience working with public clients regarding economic development districts and special purpose districts.  He was an assistant attorney general under Ohio Attorney General Richard Cordray.

[email protected]
127 Public Square
OH-01-27-0529
Cleveland, OH 44114

Susie is a Vice President and Senior Payments Advisor for KeyBank.  She specializes in working with Government, Higher Education and Non Profit clients, including Housing Authorities as a focused market.  Susie provides financial expertise, counsel, and customized solutions to help her clients reach their complex goals. Through these competitive solutions, her clients get the best financial alternatives available to meet their short- and long-term objectives.  In addition, Susie works with a collaborative team of Product Managers, Sales Analysts, and Implementation Specialists to ensure her clients have access to the extensive resources of one of the nation’s largest financial organizations.  Susie has been in banking for over 23 years and has worked for Key for over 17 years. Susie joined KeyBanc Capital Markets in 1999. Her prior experience was with Deutsche Bank NA in New York City. She graduated from Miami University, earning a Bachelor of Science in Business with a major in Accounting and a minor in German.  She previously held her 7, 63, and 65 security licenses and currently is a licensed Certified Treasury Professional (CTP).

[email protected]
180 Office Parkway
Pittsford, NY 14534
Phone: (585) 484-0311

Joe’s career in the financial services sector has spanned over 35 years. In the late 1990s, as an independent registered investment advisor, he created a service called Muniflow, designed to help public entities and Higher Ed institutions invest their funds without putting their cash liquidity at risk. In 2001, he oversaw Muniflow’s successful rollout in all 50 states. In 2009, he headed up J.P. Morgan’s Upstate New York and Northeast Private Bank operation with assets under management of over $54 billion. Today, as co-founder and CEO of three+one advisors, Joe continues to help public entities and academic institutions throughout the United States reach ever-challenging financial goals.  Joe, a St. John Fisher College graduate, resides in Rochester, NY with his family.

[email protected]
180 Office Parkway
Pittsford, NY 14534
Phone: (585) 484-0311

Peter’s entire career has been in the public sector, servicing the needs of municipal and not-for-profit clients.  At Rulison & Company in the late 1990’s, Peter was instrumental in the successful rollout of the firm’s innovative Muniflow service – designed to help public entities manage their funds and minimize daily cash requirements – in all 50 states.  His extensive bank experience made Peter an ideal partner to co-found three+one with Joe Rulison in 2014.  As the firm’s COO, he oversees all company operations, analyisis, and financial systems and works with Joe in the development of three+one’s unique cash flow and data models.  Peter, a graduate of Brigham Young University and Syracuse University’s Maxwell School, lives in Fairport, NY with his family.  

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180 Office Parkway
Pittsford, NY 14534
Phone: (585) 484-0311

Garrett attended St. John Fisher College in Rochester, N.Y., where he graduated magna cum laude with a B.S. in Corporate Finance; he later earned his MBA there with high distinction. While at Fisher, Garrett was awarded the Upstate New York Turnaround Management Association’s (TMA) Top Student Award. He was a transfer scholarship recipient and appeared on the Empire 8 President’s List. Garrett was selected to contribute to research related to the publication of a textbook authored by Dr. Jana Sacks entitled Elementary Financial Derivatives. While a graduate student at Fisher, Garrett received the Dr. Katherine E. Keogh Memorial Award in recognition of his academic success and community service. He was also invited to join Beta Gamma Sigma, the highest recognition a business scholar can receive from an AACSB-accredited institution. In addition, Garrett was awarded the Fisher MBA Scholarly Achievement Award as the graduate student with the highest cumulative grade-point average. 

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Two Maritime Plaza
Toledo, OH 43604
Phone: (419) 243-0218

Daniel Clark supervises the annual audits and single audits of various not-for-profit entities and governmental municipalities, with annual revenues ranging from two-hundred and fifty thousand to over five hundred million dollars. Daniel is an experienced auditor of not-for-profits and cities, counties, school districts and special purposes governmental entities.  With ten years of impressive experience, Daniel has quickly become an integral part of the firm. He’s proven a dedication to professional excellence, with highly focused technical ability. His commitment to his clients’ needs inspires him to foster solid working relationships between his clients and the entire engagement team. Daniel holds himself to a high standard of timely, quality service.

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401 Merritt 7
P.O. Box 5116
Norwalk, CT 06856-5116
Phone: (203) 847-0700

Wesley A. Galloway is a senior project manager at the Governmental Accounting Standards Board and is a frequent speaker on governmental accounting.  He serves as the GASB liaison to governmental utilities, hospitals, and higher education organizations.  In 1996, Mr. Galloway left public accounting to join the GASB technical and research staff and subsequently has worked on numerous Statements and projects.  Current projects include leases, debt extinguishments, asset retirement obligations, and the financial reporting model reexamination.

Mr. Galloway has also conducted research on the effectiveness of GASB standards as a research fellow at the Financial Accounting Foundation, which oversees the GASB.

Mr. Galloway is a graduate of Brigham Young University and is a member of the AICPA.

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121 South Main Street
Akron, OH 44308
Phone: (216) 274-5508

With over 30 years of banking experience, Lorrie is responsible for serving the public, non-profit and higher education clients in the Akron and Cleveland markets for Fifth Third Bank. Well versed in the customized needs of the Public sector, Lorrie provides continuing education training the State of Ohio, CPIM program and the Ohio Association of Public Treasurers.  Professional Certifications include the Certified Treasury Professional designation (CTP), and FINRA Series 7 and 63 licenses. Lorrie graduated with a Bachelor of Arts in Accounting and Finance from Ohio Wesleyan University. In addition, she graduated from the Consumer Bankers Association School of Retail Banking, University of Virginia. 

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30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office.  In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.

Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network.  Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia.  Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.