| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Cashing Out Investments: The Who, What, When & Why | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Funding of Township Roads | Heidi Fought, Director of Governmental Affairs, Ohio Township Association | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Explanation of Millage: Ins & Outs of Funding Townships Receive | Ernie Massie, Administrator, Tax Analysis Division, Ohio Department of Taxation, Diane Schaefer, Fiscal Officer, Perkins Township, Meghan Sullivan-Homsher, Tax Analysis, Department of Taxation | 1.25 | View |
| Process for Estimating Expenses in the Next Budget | Melissa Betz, County Auditor, Pickaway County, Jill Thompson, County Auditor, Athens County, Dave Robenstine, Fiscal Officer, Harris Township | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| New JEDD Law | Kristopher (Kip) Wahlers, Ice Miller | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Audits for New(er) Fiscal Officers | Derik Swendal, Audit Manager, Ohio Auditor of State | 1 | View |
| Fraud Red Flags & Proactive Prevention Activities | Brendan M. Inscho, Director of Public Integrity Assurance Team, Ohio Auditor of State, Randall E. Turner | 1 | View |
| New JEDD Law | Kristopher Wahlers, Partner, Ice Miller | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Audits: Most Common Findings & Tips to Improve | Derik Swendal, Audit Manager, Ohio Auditor of State | 1 | View |
| Developing a Budget: Fire, EMS or Police | Robert Bates | 1 | View |
| Explanation of Millage: Ins & Outs of Funding Townships Receive | Ernie Massie, Administrator, Tax Analysis Division, Ohio Department of Taxation, Diane Schaefer, Fiscal Officer, Perkins Township, Meghan Sullivan-Homsher, Tax Analysis, Department of Taxation | 1 | View |
| Fiscal Policies Every Township Should Have | David Shoemaker, Assistant Chief Auditor, Ohio Auditor of State | 1 | View |
| Grant Management & Resources | Misty Tolzda, OMEGA | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Online Bill Pay & Direct Deposit | Cheryl Schultz, Vice President, Government Banking Division, Huntington National Bank, Deb Dawson, Fiscal Officer, St. Clair Township, Randi Good, Human Resources/Operations Coordinator, Prairie Township | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| All Aspects of Bidding Out Contracts: Advertising to Awarding | Christopher Betts, Assistant Prosecuting Attorney, Delaware Count Prosecutor's Office | 1 | View |
| Funding of Township Roads | Heidi Fought, Director of Governmental Affairs, Ohio Township Association | 1 | View |
[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]
6500 Taylor Rd
Suite A
Blacklick, OH 43004
Phone: (614) 863-0045
Heidi M. Fought
Director of Governmental Affairs, Ohio Township Association
Ms. Fought joined the Ohio Township Association in 2000. She graduated from Muskingum College where she earned a bachelor’s degree in Political Science. Her
[email protected]
4485 Northland Ridge Boulevard
Columbus, OH 43229
Phone: (614) 466-3960
Ernest C. Massie has been with the Ohio Department of Taxation beginning May 1996. He spent nine years as a Tax Analyst where his major areas of study included: sales and use taxes, estate tax, public utilities, and general tax reform. From July 2005 through August 2013, he was been the Assistant Administrator of the Revenue Accounting Division managing the distributions to local governments and the correct accounting of state tax revenue along with a variety of special projects. Starting in August 2013, he became the Administrator of the Tax Analysis Division of the Ohio Department of Taxation leading research in numerous tax and economic development issues. In addition, he is an adjunct faculty member at Franklin University. He received his BA (’94) and MA (’95) in Economics from the University of Akron. He is also a veteran of the US Navy and of the Persian Gulf War and a life member of the Veterans of Foreign Wars and American Legion.
[email protected]
2610 Columbus Avenue
Sandusky, OH 44870
Phone: (419) 609-1431
Diane Schaefer
Perkins Township Fiscal Officer, Erie County
Village of Rocky Ridge Fiscal Officer, Ottawa County
[email protected]
30 East Broad Street
22nd Floor
Columbus, OH 43215
Phone: (614) 995-4457
Meghan Sullivan-Homsher, Tax Analyst, Ohio Department of Taxation
Meghan Sullivan-Homsher is a Tax Analysis Professional in the Tax Analysis Division of the Ohio Department of Taxation. She joined the Department of Taxation in 2005. Meghan received her B.A. in Public Administration and Political Science from Miami University and her M.P.A. in 2004 from the John Glenn School of Public Affairs at Ohio State.
[email protected]
207 South Court Street
Circleville, OH 43113-1648
Phone: (740)-474-4765
Melissa A. Betz, is the Pickaway County Auditor. She was elected to this position in November 1998. Prior to taking office, she had been a Deputy Auditor in the office for 13 years. Melissa attended OU-Chillicothe and Welch College where she studied Business. She is very active in her church and community. Melissa serves on the Board of “Leadership Pickaway” which is looking to prepare the next generation of ascribed, appointed, and elected leaders for PickawayCounty. Melissa has also served as the Co-chairman of the Advancement Board at the New Hope Christian Academy, where youngest son is a Junior in high school. She is the pianist and choir director at the Heidelberg UCC Church. Melissa currently serves on the Executive Committee of the County Auditors’ Association representing the County Auditors’ of the Southwest District and is the secretary/treasurer of the District. Melissa and her husband, Larry, have two sons, Caleb 24 (wife Chelsie) and Corbin 16.
[email protected]
15 South Court Street
#330
Athens, OH 45701
Phone: (740) 592-3223
Jill Thompson began her employment as Deputy Auditor with the County Auditor’s office in 1992 working in the Real Estate Division. She was appointed to the position of County Auditor in 2000 and elected in 2002, 2006, 2010 and 2014.
In addition to her many duties and responsibilities associated with the operation of the Auditor’s office, Thompson is an active member of the County Auditors’ Association of Ohio (CAAO), was elected District President for 2003-2004, and CAAO President in 2010. She remains active on the Executive, Legislative and numerous Ad Hoc Committees.
Thompson is President of the Ohio Government Finance Officers Association (GFOA). She has served on the Board of Trustees since 2012. Thompson also presents at conferences and workshops and serves as an active member of the Education Committee.
Athens County Auditor Jill Thompson also serves as the representative of the CAAO on the Ohio Council of County Officials (OCCO) and was elected as Secretary/Treasurer.
Thompson maintains professional memberships of the CAAO, GFOA, Ohio GFOA, the International Association of Assessing officers (IAAO and is an Associate member of the Ohio Township Association (OTA). She also maintains employee memberships to the National Conference on Weights and Measures (NCWM). As Auditor, Thompson has received the Award of Financial Reporting Achievement from GFOA, the Distinguished Auditor’s Award from the CAAO on four separate occasions, and has been recognized by the Auditor of State’s office for Excellence in Financial Accountability.
Thompson is the former Chairperson of the Correction Commission of Southeastern Ohio where she currently sits on the Finance Committee. Auditor Thompson played an integral role in the development and implementation of a financing model for the regional jail in cooperation with the Distinguished Professor of Economics Emeritus at Ohio University, Dr. Richard Vedder, Ohio University Students, and Commissioner Charlie Adkins.
Athens County Auditor Jill Thompson passed the Comprehensive Exam for the Fundamentals of Mass Appraisal sponsored by the International Association of Assessing Officers (IAAO) and is qualified as a Mass Appraisal Project Manager in the State of Ohio.
Auditor Thompson has a record of standing up to the misspending, fraud, waste and abuse of public funds. She has attended the Conference on Targeting Fraud: Safeguarding Integrity.
[email protected]
321 Rice St., P. O. Box 341
Elmore, OH 43416
Phone: (419) 862-3332
First Elected Clerk in November 1979, now completing 37 years. Harris Township provides the following services: three cemeteries, fire and EMS service, 35 miles of roads, zoning, and budget of $1.7 million. Dave serves as a Visiting Clerk for the Auditor of State, UAN Division and has worked with over a dozen townships in Northwest Ohio.
He was in banking for 25 years as a Branch Manager, Consumer, Mortgage, and Commercial Lender. In 2000, went to work for Ottawa County at Department of Job and Family Services. Served as Director for 5 ½ years before retiring in October of 2007. In 2008, worked part time with Ottawa County Auditor as the Lodging Tax Administrator for four years.
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]
88 East Broad Street
5th Floor
Columbus, OH 43215
Phone: (800) 282-0370
Derik Swendal graduated from Ohio State University in 2007 and earned his Certified Public Accountant certification in 2009. He was employed by Julian and Grube as a senior auditor and currently serves as an audit manager at the Auditor of State’s office.
The Auditor of State’s Fraud Prevention and Detection Training will aim to provide attendees with the tools they need to prevent from occurring. Instead of focusing on investigations the Auditor of State’s Public Integrity Assurance Team has conducted after crimes have occurred, we will educate attendees on way to avoid being victimized in the first place. We focus on:
- Identifying warning signs that employees may be high risk;
- Best practices and controls that prevent fraud from ever happening in the first place;
- Management techniques which promote accountability and transparency.
[email protected]
88 East Broad Street
5th Floor
Columbus, OH 43215
Phone: (800) 282-0370
Mr. Inscho has been with the Auditor of State’s Legal Division since October, 2011. Prior to working for the Auditor, he was an Assistant Prosecutor for Delaware County. After graduating from law school, Mr. Inscho clerked for the Honorable Alfred Nance of the Circuit Court for Baltimore City and was an Assistant Prosecuting Attorney for the City of Baltimore. Mr. Inscho earned his J.D. from the American University Washington College of Law and his B.A. in Economics from The University of Dayton. In addition to the Ohio Supreme Court, he is admitted to practice in Maryland.
Mr. Turner joined the Auditor of State’s Office (AoS) in 1999. Prior to joining the Public Integrity Assurance Team (PIAT), Mr. Turner managed audits of local governments such as school districts, cities, counties, townships and villages. In his current role, he manages the forensic auditors in PIAT and takes an active role in advising on their open fraud cases. In addition, Mr. Turner sits on the AoS Special Audit Task Force, a group led by Auditor Yost, which evaluates the fraud tips and complaints received by the office and determines their response to each.
[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]
88 East Broad Street
5th Floor
Columbus, OH 43215
Phone: (800) 282-0370
Derik Swendal graduated from Ohio State University in 2007 and earned his Certified Public Accountant certification in 2009. He was employed by Julian and Grube as a senior auditor and currently serves as an audit manager at the Auditor of State’s office.
Chief Bates began his fire service career in 1983 with the Perry Township Fire Department in Lake County where he started as a paid-on-call firefighter and progressed through the ranks to become the fire chief. He joined the Madison Township Fire Department in August 2000 and was promoted to Chief in January of 2013.
Chief Bates holds an Associate of Applied Science Degree in Fire Science from Lakeland Community College, a Bachelor of Science Degree in Fire and Safety Engineering from the University of Cincinnati and a Masters Degree in Organizational Leadership from Gonzaga University. He is also a graduate of the Ohio Fire Executive Program.
In 2003 Chief Bates was named Fire Official of the Year by the Central Ohio Code Officials Association. He is currently a member of the Ohio Fire Chiefs Association Legislative Committee and has served on several other committees and commissions. He is also an adjunct faculty staff member at the Ohio Fire Academy and has been a presenter at both the Ohio Township Association and Ohio Fire Chiefs Association Conferences in the past.
[email protected]
4485 Northland Ridge Boulevard
Columbus, OH 43229
Phone: (614) 466-3960
Ernest C. Massie has been with the Ohio Department of Taxation beginning May 1996. He spent nine years as a Tax Analyst where his major areas of study included: sales and use taxes, estate tax, public utilities, and general tax reform. From July 2005 through August 2013, he was been the Assistant Administrator of the Revenue Accounting Division managing the distributions to local governments and the correct accounting of state tax revenue along with a variety of special projects. Starting in August 2013, he became the Administrator of the Tax Analysis Division of the Ohio Department of Taxation leading research in numerous tax and economic development issues. In addition, he is an adjunct faculty member at Franklin University. He received his BA (’94) and MA (’95) in Economics from the University of Akron. He is also a veteran of the US Navy and of the Persian Gulf War and a life member of the Veterans of Foreign Wars and American Legion.
[email protected]
2610 Columbus Avenue
Sandusky, OH 44870
Phone: (419) 609-1431
Diane Schaefer
Perkins Township Fiscal Officer, Erie County
Village of Rocky Ridge Fiscal Officer, Ottawa County
[email protected]
30 East Broad Street
22nd Floor
Columbus, OH 43215
Phone: (614) 995-4457
Meghan Sullivan-Homsher, Tax Analyst, Ohio Department of Taxation
Meghan Sullivan-Homsher is a Tax Analysis Professional in the Tax Analysis Division of the Ohio Department of Taxation. She joined the Department of Taxation in 2005. Meghan received her B.A. in Public Administration and Political Science from Miami University and her M.P.A. in 2004 from the John Glenn School of Public Affairs at Ohio State.
A course designed to identify a few policies every township can adopt – regardless of size. Among these would be:
[email protected]
743 East State Street
Athens Mall, Suite B
Athens, OH 45701
Phone: (800) 441‐1389
David currently holds the position of Chief Auditor for the Southeast Region of the Auditor of State's Office. As such, he helps to oversee the financial and compliance audit operations of some 800 audit clients in the 17 county region, spanning from Tuscarawas County in the north to Gallia County in the south. These audit clients encompass everything from small political parties to major Ohio universities, cities, counties, and school districts. The Region has some 50+ audit staff and managers. Dave is a 1981 graduate of the Ohio University. He received his CPA in 1994. Dave began his career with the Auditor of State in December 1981 and has over 33 years with the State of Ohio. During that time, he has helped to train new staff and has spoken at various township, village and other association events. He is a past member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the Association of Certified Fraud Examiners and the Association of Government Accountants.
Misty is the program manager for Appalachian Regional Commission (ARC)
and Governor’s Office of Appalachia (GOA) projects and develops the
OMEGA ARC/GOA Project Package on an annual basis. She provides
technical assistance to applicants requesting ARC/GOA funding. Misty
also provides assistance to local governments and non-profit
organizations on the identification of other viable financing strategies
for needed improvements. She facilitates meetings with local
officials, community leaders and funding agencies. She also prepares
funding applications, conducts environmental reviews, and provides
funding administration services. Misty researches funding
opportunities, provides program updates, and offers both individual and
group training on funding opportunities and grant writing strategies for
communities and non-profit organizations.
[email protected]
41 South High Street
HC0810
Columbus, OH 43215
Phone: (614) 480-4368
Cheryl Schultz is a Vice President and Relationship Manager for Huntington Bank’s Government Banking Division. In this capacity, Cheryl is responsible for the retention, deepening, and growing of business with political subdivisions in Central Ohio market by providing Huntington’s full array of financial services. These services include treasury management, cash management, investments, public finance, trust, credit card, insurance and deposit products. Cheryl serves as relationship manager for Treasurer of State of Ohio and City of Columbus along with 250 other government entities including School Districts, Townships, Cities and Counties in the Central Ohio region.
Cheryl began her career in Government Banking in 2002 when she moved from Central Indiana to Central Ohio. Cheryl has over 30 years of banking and relationship management experience in Government Banking, Corporate Trust and Trust Operations. She holds a Bachelor of Science degree in Public Relations from Ball State University.
[email protected]
15442 Pugh Road
Calcutta, OH 43920
Phone: (330) 382-1004 Ex 103
Fiscal Officer for St. Clair Township in Columbiana County
[email protected]
23 Maple Drive
Columbus, OH 43228
Phone: (614) 878-3317 ext. 112
Randi Good obtained an Associate’s Degree in Business Management from ITT Technical Institute in 2010. In 2012, Randi joined the staff at Prairie Township, Franklin County, Ohio as an Administrative Assistant. She later moved on to other roles at the Township. These roles include Human Resources/Operations Coordinator and Assistant to the Township’s Fiscal Officer. In January 2016, Randi was appointed as a Trustee to the Pleasant Township Board of Trustees where she has experienced working as part of a management team that serves a more rural township with a relatively small budget.
[email protected]
140 N Sandusky St
Delaware, OH 43015-1733
Phone: (740) 833-2690
Christopher Betts, Assistant Prosecutor, Delaware County
Christopher D. Betts is an Assistant Prosecuting Attorney under Delaware County Prosecuting Attorney Carol O’Brien. He is Chief of the Civil Division. In this position he acts as legal advisor to the elected officials and departments of both Delaware County and the townships in Delaware County. Chris has been with the Delaware County Prosecutor’s Office Civil Division since 2003. Prior to coming to the Delaware County Prosecuting Attorney’s Office, Chris was an Assistant Attorney General for the State of Ohio, serving under both former Ohio Attorney Generals Betty D. Montgomery and Jim Petro. Before that, Chris was an Assistant Prosecuting Attorney with the Hancock County Prosecuting Attorney’s Office. Chris received a B.A. degree from Hillsdale College in Hillsdale, Michigan and received his J.D. from Ohio Northern University in Ada, Ohio. He is a member of the bars of the Supreme Court of Ohio and both the United States District Court for the Southern District of Ohio and the Northern District of Ohio. He is also a member of both the Ohio State Bar Association and the Delaware County Bar Association.
[email protected]
6500 Taylor Rd
Suite A
Blacklick, OH 43004
Phone: (614) 863-0045
Heidi M. Fought
Director of Governmental Affairs, Ohio Township Association
Ms. Fought joined the Ohio Township Association in 2000. She graduated from Muskingum College where she earned a bachelor’s degree in Political Science. Her