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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)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
4/12/2018
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 prior to the conference to display on your dash.


cpim@tos.ohio.gov

cpim@tos.ohio.gov

Thursday 4/12/2018

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session: Market Update JD Pisula, Director of Investments, Ohio Treasurer of State, Michael J. Valo, Managing Director, Huntington Capital Markets, Zachary Amendolea, CFA, Investment Associate, Ohio Treasurer of State 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (1) John Rawski, Advisory Attorney, Ohio Ethics Commission 1 View
FIN 162: Who's Who - Roles in a Bond Issue Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Brian Regueiro, Senior Managing Consultant, PFM, Lisa Eisenberg, Deputy Director of Debt Management, Ohio Treasurer of State 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
ACC 201: How to Prepare for an Audit Jim Rader, Asst. Chief of Central Region, Office of the Ohio Auditor of State 1 View
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2) John Rawski, Advisory Attorney, Ohio Ethics Commission 1 View
FIN 242: Official Statements and Continuing Disclosure Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Emily Cannon, Director, PNC Capital Markets 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 336: The Finer Details of Structuring Bond Issues David Tiggett, Director, KeyBanc Capital Markets, Samuel Adams, Vice President - Public Finance Group, KeyBanc Capital Markets, Inc. 1 View
SEC 161 Electronic Banking and Cyber Security Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
INV 222: Investment Reporting James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Funds: Investing & Financing 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 Jeremy Rzepka, Deputy Legal Counsel, Ohio Treasurer of State, Michael Fracassa, Ohio Treasurer of State 1 View
Round Table Discussion: Libraries, Parks and Special Districts Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Nicholas Hancart, Ohio Treasurer of State 1 View
Round Table Discussion: School Districts and ESCs Andrew Coutts, Ohio Treasurer of State, Mary Crall, Ohio Treasurer of State 1 View
Round Table Discussion: Townships and Villages Taylor Wright, Ohio Treasurer of State, Amanda Merritt, Ohio Treasurer of State 1 View
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