Ohio State Seal Logo

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)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
9/27/2018
6
Corporate College Conference Center, a division of Tri-C
4400 Richmond Road
Warrensville Heights, OH 44128
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

Breakfast and Lunch Menu

cpim@tos.ohio.gov

Thursday 9/27/2018

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session: Market Update- Room 126 Jason Click, President Public Funds, Meeder Investment Management, James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation, Connor Chambers, Huntington Bank 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)- Room 130 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 162: Who's Who - Roles in a Bond Issue- Room 124 Lisa Eisenberg, Deputy Director of Debt Management, Ohio Treasurer of State, Bethany Pugh, Managing Director, Public Financial Management, Inc. 1 View
OPCS Training- Room 125 Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ACC 201: How to Prepare for an Audit- Room 125 Evan Witte, Ohio Auditor of State 1 View
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2)- Room 130 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 242: Official Statements and Continuing Disclosure- Room 124 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
SEC 161 Electronic Banking and Cyber Security- Room 130 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
INV 222: Investment Reporting- Room 125 James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
FIN 336: The Finer Details of Structuring Bond Issues- Room 124 Ben Gamble, Associate: Public Finance, Key Bank 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Finance- Room 126 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- Room 130 Michael Fracassa, Ohio Treasurer of State 1 View
Round Table Discussion: Libraries, Parks, Special Districts, School Districts and ESC's- Room 124 Mark Margolies, CPIM Officer, TOS 1 View
Round Table Discussion: Townships and Villages- Room 125 Eric Ochmanek, Ohio Treasurer of State 1 View
Ohio State Seal Logo
Disclaimer
Privacy Statement
© 2018 Office of the Ohio Treasurer