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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)
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: 12:30pm - 1:30pm

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
INV 107: Fundamentals of Investing- Room 203 Jason Click, President Public Funds, Meeder Investment Management 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
CASH 107: Fundamentals of Treasury Management- Room 203 Maureen Shildwachter, Vice President, Government Banking Division, Huntington National Bank, Tony Okray, SVP, Government Banking Relationship Manager, Huntington Bank 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 106: Fundamentals of Public Finance- Room 203 Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 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
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