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Ohio Treasurer's Cincinnati CPIM Academy

Our CPIM Academy conferences are designed for local government finance officers with more than two years of experience. (Fiscal officers with less than two years of experience should register for our concurrent CPIM Boot Camp.) The courses are structured to meet the various levels of experience of Ohio’s public funds managers as indicated by the course numbering: 100-level classes representing fundamentals, 200-level classes on intermediate topics, and 300-level classes addressing the most advanced of topics.

Treasurer of State (TOS)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
8/16/2018
6
Sharonville Convention Center
11355 Chester Road
Sharonville, OH 45246
Mark Margolies
CPIM Officer
Treasurer of State
(800) 228-1102
cpim@tos.ohio.gov
Registration/Breakfast: 7:30am - 8:30am
Lunch: 12:20pm - 1:20pm

cpim@tos.ohio.gov

cpim@tos.ohio.gov

Thursday 8/16/2018

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session: Market Update James Pisula, Director of Investments, Ohio Treasurer of State, Jason Headings, Vice President Public Funds, Meeder Investment Management, Michael J. Valo, Managing Director, Huntington Capital Markets 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (1) Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 162: Who's Who - Roles in a Bond Issue Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Bethany Pugh, Managing Director, Public Financial Management, Inc. 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ACC 201: How to Prepare for an Audit Jim Rader, Asst. Chief of Central Region, Office of the Ohio Auditor of State 1 View
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2) John Rawski, Advisory Attorney, Ohio Ethics Commission 1 View
FIN 242: Official Statements and Continuing Disclosure Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Emily Cannon, Director, PNC Capital Markets 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 336: The Finer Details of Structuring Bond Issues David Tiggett, Director, KeyBanc Capital Markets, Samuel Adams, Vice President - Public Finance Group, KeyBanc Capital Markets, Inc. 1 View
INV 222: Investment Reporting Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC), Kevin J. Klingel, Senior Vice President/Portfolio Manager, United American Capital Corp. (UACC), James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
SEC 161 Electronic Banking and Cyber Security Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Finance Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group, Katie Kleinfelder, Director, RBC Capital Markets 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Round Table Discussion: Counties and Municipalities Jeremy Rzepka, Deputy Legal Counsel, Ohio Treasurer of State 1 View
Round Table Discussion: Libraries, Parks and Special Districts Jeremy Rzepka, Deputy Legal Counsel, Ohio Treasurer of State 1 View
Round Table Discussion: School Districts and ESCs Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State 1 View
Round Table Discussion: Townships and Villages Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State 1 View
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