Course Name | Speaker(s) | Hours Available | |
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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, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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FIN 109: Basics of Borrowing- Room 229 | Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Director, Baketilly Municipal Advisors | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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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, Legislative Liaison, Treasurer of State, Patrick Castleman, Compliance Analyst 2- Trust Department, Treasurer of State | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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INV 106: Basics of Investing-Room 229 | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
Course Name | Speaker(s) | Hours Available | |
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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 |
Course Name | Speaker(s) | Hours Available | |
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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 |
This panel discussion will provide a current market update and share with participants how these market developments may impact every day job duties. Topics will include interest rates as they relate to STAR Ohio, STAR Plus, and general deposits. Additional discussion will cover world news and events, various federal data points, preparing for regulatory reform, and asset allocation tips. The course will conclude with an overview of the Ohio Market Access Program (OMAP), a credit enhancement program for municipal notes offered by the Treasurer's Office.
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200 Public Square
Cleveland, OH 44114
Phone: 216-515-6906
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6125 Memorial Drive
Dublin, OH 43017
Phone: 614-923-1151
James McCourt joined the fixed-income investment management team at United American Capital Corporation in June 2008, and has over 11 years of financial industry experience. His duties include the daily management of UACC’s client portfolios, executing trades, and participating in the development of the firm’s overall fixed-income strategies. In addition, he is responsible for maintaining the performance records for the firm and conducting market research. Prior to joining UACC, Jim was a credit analyst in the Business Banking division at JPMorgan Chase. Mr. McCourt earned a B.S. degree from The Ohio State University and an M.B.A. from Capital University. He is also an active member of the CFA Institute and the CFA Society of Columbus.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office. In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.
Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network. Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia. Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799
Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions. Allison has also served as bond counsel on 501(c)(3) and health care conduit financings.
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017. Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee. Allison also serves on the board of Women in Public Finance – Ohio Chapter. She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission. In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.
[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681
Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds. Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure. Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).
He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.
Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh. He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.
[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
[email protected]
30 East Broad St
10th Floor
Columbus, OH 43215
Phone: 614-752-8479
Zach Prouty serves as the Assistant Manager of Treasury Services in the Office of Ohio Treasurer Robert Sprague. Treasury Services assists in managing the state’s banking relationships, providing operational oversight to various divisions within the office, and management of certain special projects. Zach has been in this role since January 2019.
He previously spent five years working in various legislative roles in the administration of former Governor John Kasich, including positions at the Ohio Department of Commerce, Ohio Department of Administrative Services, and the Governor’s Office.
Zach is a graduate of The Ohio State University where he earned a bachelor’s degree in Political Science, as well an MBA and MPA.
[email protected]
30. East Broad St, 9th Floorr
Columbus, OH 43215
Phone: 614-629-8374
Grew up in Dayton, Ohio. Graduated from The Ohio State University with a Bachelors in Finance. Prior to joining the Treasurer’s Office I was an Financial Advisor for one of the country’s biggest financial firms. I’ve been with the Treasurer’s Office for almost 2 years, and have been working with the Ohio Pooled Collateral System since the implementation.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
Over view of cyber security
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management. In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management. Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.
[email protected]
220 North Fifth St
Zanesville, OH 43701
Phone: (740) 453-0391 Ex 130
Stacey Russell is the Fiscal Officer of the Muskingum County Library System. She is responsible for financial operations of the Library system, including planning, organizing, reporting and ensuring fiscal stability. Stacey has a bachelor’s degree from Marietta College, is a CPA, and Certified Public Finance Officer. Currently, Stacey serves as the president-elect of the Ohio Government Finance Officers Association and trustee representative for libraries. She is a member of the GFOA, AICPA, Ohio Society of CPAs and is active with the Ohio Library Council.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management. In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management. Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.
[email protected]
1900 East 9th St
Cleveland, OH 44114
Phone: 440-749-4583
Tom Walsh is an experienced professional with over 20 years in the financial services industry. He currently serves as SVP, Treasury Management Innovations.
In this capacity, Mr. Walsh has had a primary focus on development and deployment of healthcare revenue cycle solutions, and is now leading the exploration of distributed ledger, or blockchain technology at PNC. During his career Mr. Walsh has held a diverse set of roles providing him with broad-based experience spanning finance, strategic planning, and product development.
Prior to his current position at PNC, Mr. Walsh served in the Finance organization as Corporate and Institutional Bank Controller. Before joining PNC, Mr. Walsh served in a variety of finance roles at National City Corporation including Corporate Banking Business Unit CFO; Manager of Forecast and Budget; Manager of Funds Transfer Pricing; and Corporate Financial Analyst.
Mr. Walsh has a B. S. from Miami University in Oxford, Ohio and an MBA from Case Western Reserve University in Cleveland, Ohio.
[email protected]
250 Civic Center Dre, Suite 550
Suite 550
Columbus, Ohio 43215
Phone: 614-806-1990
[email protected]
13930 Brookpark Road
Cleveland, OH 44135
Phone: 330-696-9597
As Exec VP & Chief Solutions Officer, Randy leads Ownum’s product development and national expansion efforts. Ownum is devoted to making government more efficient, transparent and customer friendly through the digitization of paper-based processes, all recorded to the blockchain. Previously, Randy served as Executive Director of the Ohio Turnpike, Controlling Board President and Policy Advisor to the Ohio Office of Budget and Management and Director of Audit Services and Technology for the Ohio Auditor of State. Randy’s private sector experience includes six years as a sales and marketing executive with FirstEnergy Corp and four years as President of a technology company. He served as an initial advisory board member to DriveOhio from 2017-18. In 2013, Government Technology magazine named Randy as one of the nation’s Top 25 Doers, Dreamers & Drivers.