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Ohio GFOA 30th Annual Conference and Membership Meeting

Ohio GFOA's 30th Annual Conference and Membership Meeting offers 2 1/2 days of unsurpassed networking opportunities and educational sessions focused on issues facing the industry.

Ohio Government Finance Officers Association (GFOA)
Nancy Waterhouse, Executive Director
(614) 228-4716
Nancy@assnoffices.com
9/20/2017 - 9/22/2017
13
Cleveland Marriott Downtown at KeyCenter
127 Public Square
Cleveland, OH 44114
Nancy Waterhouse
Executive Director
Ohio GFOA
614.228.4716
nancy@assnoffices.com

http://www.ohgfa.com
Course Description Quick Guide

MyCPIM Worksheet

Wednesday 9/20/2017

10:15 AM - 11:05 AM
Course Name Speaker(s) Hours Available
Accounting for Grants Jeff Wilcheck, Auditor, City of North Ridgeville 1 View
Investing in Today's Markets Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
Benefits of the Ohio Market Access Program Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State 1 View
11:15 AM - 12:05 PM
Course Name Speaker(s) Hours Available
Best Practices in Financial Policies Matt Butler, Vice President-Senior Analyst, Moody’s Investors Service, Angel Mumma, Director of Finance, City of Dublin, Dennis Schwallie, Partner, Dinsmore & Shohl LLP 1 View
Single Audit Update Chad Gorfido, Senior Manager, Rea & Associates, Inc. 1 View
The Ohio Pooled Collateral System Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State, Walter Myers, Chief Financial Officer, Ohio Treasurer of State 1 View
2:00 PM - 2:50 PM
Course Name Speaker(s) Hours Available
Fundamentals of Debt Brenda A. Wehmer, Partner, Dinsmore & Shohl LLP 1 View
Tells of Human Behavior - Indicators of Fraud Charles T. Saunders, PhD, MA, MBA, Chair of the Forensic Accounting, Business Forensics, and Information Systems Audit Programs, Franklin University 1 View
3:00 PM - 3:50 PM
Course Name Speaker(s) Hours Available
Fund Accounting 101 David B. Thompson, CPA, Assistant Chief, Local Government Services, Ohio Auditor of State 1 View
Merchant Services in Today’s Security Focused Landscape (PCI, Tokenization, and Encryption – what does it all mean?) Heather Nowak, Senior Treasury Management Product Manager, Huntington National Bank 1 View
4:00 PM - 4:50 PM
Course Name Speaker(s) Hours Available
Budget 101: Basics of Budgeting James M. Nicholson, Finance Director, City of Pataskala 1 View
JEDDs Kristopher (Kip) Wahlers, Partner, Ice Miller 1 View
The Finance Family Feud Game - The Anatomy of a Bond Issue Jake Wozniak, Director, Public Finance, KeyBanc Capital Markets, Jeff Rink, Managing Director / Regional Manager, Public Finance, KeyBanc Capital Markets, Matt Stuczynski, Principal, MAS Financial Advisory Services LLC 1 View

Thursday 9/21/2017

10:25 AM - 11:15 AM
Course Name Speaker(s) Hours Available
Preparing for Your Audit Douglas Ferguson, CFE, CGFM, Senior Audit Manager, Ohio Auditor of State 1 View
The Fed: What's Next? Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
11:40 AM - 12:30 PM
Course Name Speaker(s) Hours Available
New Rating Criteria for State and Local Governments Arlene Bohner, Senior Director and Regional Head of Midwest/Great Lakes, Fitch Ratings 1 View
Ohio Compliance Supplement Update Joey Jones, Chief Auditor, Ohio Auditor 1 View
2:00 PM - 2:50 PM
Course Name Speaker(s) Hours Available
Regulatory Update and EMMA Ryan Callender, Partner, Squire Patton Boggs LLP 1 View
2:55 PM - 3:45 PM
Course Name Speaker(s) Hours Available
Best Practices for Debt Management Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Steve Szanto, Managing Director, Sudsina & Associates. LLC, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC 1 View
Budgeting for Outcomes (BFO) Seth Williams, Senior Managing Consultant, PFM 1 View
Fundamentals of Economic Development Colin Kalvas, Associate, Bricker & Eckler, Robert F. McCarthy, Associate, Bricker & Eckler 1 View
What is a forecast and how can it be a crucial tool for your organization? Jeff McCuen, Treasurer, Worthington City Schools 1 View
4:15 PM - 5:05 PM
Course Name Speaker(s) Hours Available
Economic Development Case Studies Colin Kalvas, Associate, Bricker & Eckler, Robert F. McCarthy, Associate, Bricker & Eckler 1 View
Going Paperless in the Banking World Susie Todaro, Vice President & Senior Payments Advisor, Enterprise Commercial Payments, Public Sector, KeyBank 1 View
Turning Over Every Stone? Joseph Rulison, Co-Founder & CEO, three + one, Peter Forsgren, Co-Founder & COO, three + one, Garrett Macdonald, Vice President, three + one 1 View

Friday 9/22/2017

9:00 AM - 10:00 AM
Course Name Speaker(s) Hours Available
Cybersecurity for Government Entities Daniel Clark, Principal, Clark Schaefer Hackett 1 View
9:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
GASB Update Wesley A. Galloway, Senior Project Manager, GASB 3 View
10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Tools to Identify, Prevent and Manage Risk – Fraud and More… Lorrie Harper, Vice President, Fifth Third Bank 1 View
11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Debt Issuance Roles and Selection of Participants Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State 1 View
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