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Ohio Treasurer's Cleveland 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)
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: 12:30pm - 1:30pm

cpim@tos.ohio.gov

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, Zachary Amendolea, CFA, Investment Associate, Ohio Treasurer of State, Michael J. Valo, Managing Director, Huntington Capital Markets 1 View
9:40 AM - 10:30 AM
Course Name Speaker(s) Hours Available
SEC 111: Basics of Internal Controls Donald R. Owens, CPA, CIA, CFF, CBA, CFSA, CRMA, Shareholder, Schneider Downs & Co., Inc. 1 View
10:40 AM - 11:30 AM
Course Name Speaker(s) Hours Available
FIN 104: Basics of Borrowing, Part 1 Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Marc Kamer, Legal Counsel, Dinsmore & Shohl LLP 1 View
11:40 AM - 12:30 PM
Course Name Speaker(s) Hours Available
INV 106: Basics of Investing Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
1:30 PM - 2:20 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
2:30 PM - 3:20 PM
Course Name Speaker(s) Hours Available
Round Table Discussions Grouped by Government Subdivision Type Tanya Rutner Hartman, Director of CPIM, Ohio Treasurer of State 1 View
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