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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
9/12/2019
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 9/12/2019

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session and Market Update-Room 111 Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Jim McCourt, Portfolio Manager, Meeder Investment Management, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group, Ted Sumnar, Senior VP and Managing Director, Institutional Investments, 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-Room 110 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
INV 357 Investing in Today's Interest Rate Environment-Room 107/108 Jim McCourt, Portfolio Manager, Meeder Investment Management, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
OPCS Training-Room 109 Zach Prouty, Assistant Manager of Treasury Services, Treasurer of State, Patrick Castleman, Compliance Analyst 2- Trust Department, Treasurer of State 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2)-Room 110 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
ACC 210 Effective Internal Controls, Policies and Procedures-Room 109 Loren S. Crisp, Chief Auditor, SW Region, Auditor of State 1 View
Current Trends in Public Finance-Room 107/108 Andrew Laskey, Vice President, RBC Capital Markets, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 348 Tax Exempt Financing-Room 107/108 Diana Vicen, Senior Associate Attorney, Dinsmore & Shohl LLP, Eric Prall, Investment Banker and financial advisor to municipal issuers., Hilltop Securities Inc 1 View
INV 106: Basics of Investing-Room 105 Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
TOS Programs Update-Room 110 James Bernholtz, Economic Development Officer, Treasurer of State, Lisa Eisenberg, Deputy Director of Debt Management, Ohio Treasurer of State 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Cyber Fraud-Room 111 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Panel Discussion: Financial Technology Trends (Digital Transformation, Blockchain Technologies)-Room 111 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Anthony Dean, Lead Engineer, Safechain, Doug McCollough, Chief Information Officer, City of Dublin, Tom Walsh, Senior Vice President, PNC Bank 1 View
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