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Ohio Treasurer's Cincinnati CPIM Boot Camp

Our CPIM Boot Camps are designed for local government finance officers with less than two years of experience.

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 Ted Sumnar, Senior VP and Managing Director, Institutional Investments, Huntington Capital Markets, Jason Headings, Vice President Public Funds, Meeder Investment Management, Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
FIN 109: Basics of Borrowing-Room 105 Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ACC 210 Effective Internal Controls, Policies and Procedures-Room 109 Loren S. Crisp, Chief Auditor, SW Region, Auditor of State 1 View
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2)- Room 110 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
INV 106: Basics of Investing-Room 105 Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session Cyber Security-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 Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Mary Butler-Everson, SVP Healthcare Product Innovations, PNC Bank 1 View
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