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Ohio Treasurer's Cleveland 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)
Tanya Hartman, Director of CPIM
(800) 228-1102
cpim@tos.ohio.gov
10/26/2017
6
Embassy Suites by Hilton Cleveland-Independence at Rockside
5800 Rockside Woods Boulevard
Independence, OH 44131
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
Course Description Quick Guide

cpim@tos.ohio.gov

Thursday 10/26/2017

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 227: Hot Topics in Ohio Ethics Law (1) Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 241: Continuing Disclosure and Municipal Securities Paul Rutter, Of Counsel, Bricker & Eckler 1 View
INV 330: Examining the Fed and Rising Interest Rates Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ETH 227: Hot Topics in Ohio Ethics Law (2) Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
INV 310: Maximizing Yield and Maintaining Liquidity James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
SEC 211: You're Causing Your Own Security Breach Donald R. Owens, CPA, CIA, CFF, CBA, CFSA, CRMA, Shareholder, Schneider Downs & Co., Inc. 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 105: Basics of Borrowing, Part 2 Allison Binkley, Principal, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 1 View
CASH 301: Current Trends in Banking Maureen Shildwachter, Vice President, Government Banking Division, Huntington National Bank, Laura Saunders-Kowalec, Vice President & Account Manager, Government Banking, Huntington National Bank 1 View
FIN 250: Preparing for Responding to Ratings Agencies Andrew Laskey, Vice President, RBC Capital Markets 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: The Ohio Pooled Collateral System Jeremy Rzepka, Deputy Legal Counsel, Ohio Treasurer of State, Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Round Table Discussions Grouped by Government Subdivision Type Office of the Treasurer of State 1 View
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