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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
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: 12:30pm - 1:30pm

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
FIN 109: Basics of Borrowing- Room 229 Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Director, Baketilly Municipal Advisors 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
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
INV 106: Basics of Investing-Room 229 Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session Cyber Security-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, Tom Walsh, Senior Vice President, PNC Bank, Robert Zwink, Co-Founder and CEO, Safechain, Randy Cole, EVP & Chief Solutions Officer, Ownum 1 View
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