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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)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
10/17/2019
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

cpim@tos.ohio.gov

Thursday 10/17/2019

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session and Market Update-Room 126 Connor Chambers, Huntington Bank, Jim McCourt, Portfolio Manager, Meeder Investment Management, Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 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 203 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
ACC 210 Effective Internal Controls, Policies and Procedures-Room 130 Kaitlyn Darno, Auditor Manager, Auditor of State 1 View
INV 357 Investing in Today's Interest Rate Enviernment-Room 230 Jim McCourt, Portfolio Manager, Meeder Investment Management, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 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 203 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
Current Trends in Public Finance-Room 230 Andrew Laskey, Vice President, RBC Capital Markets, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
OPCS Training- Room 130 Zach Prouty, Assistant Manager of Treasury Services, Treasurer of State, Patrick Castleman, Compliance Analyst 2- Trust Department, Treasurer of State 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 348 Tax Exempt Financing-Room 130 Diana Vicen, Senior Associate Attorney, Dinsmore & Shohl LLP, Eric Prall, Investment Banker and financial advisor to municipal issuers., Hilltop Securities Inc 1 View
MGT 231 Solving for Retention-Room 230 Cindy Mills, Vice President, Wellness Specialist, Employee Benefits, Hunting Bank, Charlotte Schaar, Wellness Product Specialist, Hunting Bank 1 View
TOS Programs Update-Room 203 James Bernholtz, Economic Development Officer, Treasurer of State, Lisa Eisenberg, Deputy Director of Debt Management, Ohio Treasurer of State 1 View
1:15 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Cyber Fraud- Room 126 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 126 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Randy Cole, EVP & Chief Solutions Officer, Ownum, Robert Zwink, Co-Founder and CEO, Safechain, Tom Walsh, Senior Vice President, PNC Bank 1 View
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