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Ohio Treasurer's Columbus 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)
Tanya Hartman, Director of CPIM
(800) 228-1102
cpim@tos.ohio.gov
4/6/2017
6
Columbus State Community College Conference Center & Center for Workforce Development
315 Cleveland Avenue (at Grove Street)
Columbus, OH 43215
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
Please be sure to download the parking pass listed under Event Materials to display on your dash.


cpim@tos.ohio.gov

Print Schedule

cpim@tos.ohio.gov

Thursday 4/6/2017

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session & Market Update JD Pisula, Office of the Treasurer of State, Zach Amendolea, Office of the Treasurer of State, Michael J. Valo, Huntington Capital Markets 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
FIN 241: Continuing Disclosure and Municipal Securities Caleb Bell, Bricker & Eckler, Bill Conard, Bricker & Eckler 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
ETH 227: Hot Topics in Ohio Ethics Law Susan Willeke, Ohio Ethics Commission 1 View
INV 330: Examining the Fed and Rising Interest Rates Jason Click, Meeder Investment Management, Jason Headings, Meeder Investment Management 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
SEC 211: You're Causing Your Own Security Breach Donald R. Owens, Schneider Downs & Co., Inc. 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ETH 227: Hot Topics in Ohio Ethics Law Susan Willeke, Ohio Ethics Commission 1 View
INV 310: Maximizing Yield and Maintaining Liquidity Dennis Yacobozzi, United American Capital Corporation (UACC) 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 250: Preparing for Responding to Ratings Agencies Katie Kleinfelder, RBC Capital Markets 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
CASH 301: Current Trends in Banking Cheryl Schultz, Huntington National Bank 1 View
FIN 105: Basics of Borrowing, Part 2 Allison Binkley, Squire Patton Boggs, Brian Cooper, Umbaugh 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session & The Ohio Pooled Collateral System Meg Leary, Office of the Ohio Treasurer of State, Lizz Lewis, Office of the Ohio Treasurer of State, Robin Williams, Office of the Ohio Treasurer of State 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Round Table Discussions Grouped by Government Subdivision Type Office of the Treasurer of State 1 View
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