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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
[email protected]
4/11/2019
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
[email protected]
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.


[email protected]

Parking Pass
Campus Map and Directions

[email protected]

Thursday 4/11/2019

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session and Market Update-WD 400AB Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group, John Cindric, Managing Director, Institutional Investment Group, Huntington Investment Company, Jason Headings, Vice President Public Funds, Meeder Investment Management 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)- WD400C Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
INV 357 Investing in Today's Interest Rate Enviernment-WD 412 Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
Treasurer of State Programs Update-WD 414 James Bernholtz, Economic Development Officer, Treasurer of State 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)-WD 400C Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
OPCS Training-WD 412 Zach Prouty, Legislative Liaison, Treasurer of State, Patrick Castleman, Compliance Analyst 2- Trust Department, Treasurer of State 1 View
ACC 210 Effective Internal Controls, Policies and Procedures-WD 414 Douglas Ferguson, CFE, CGFM, Senior Audit Manager, Ohio Auditor of State 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
MGT 231 Solving for Retention-WD 414 Charlotte Schaar, Wellness Product Specialist, Hunting Bank, Cindy Mills, Vice President, Wellness Specialist, Employee Benefits, Hunting Bank 1 View
SEC- 210 Cyber Fraud-WD 412 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
FIN 348 Tax Exempt Financing-WD 400C Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Marc Kamer, Legal Counsel, Dinsmore & Shohl LLP 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Finance-WD 400AB Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group, Andrew Laskey, Vice President, RBC Capital Markets 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Panel Discussion: Financial Technology Trends (Digital Transformation, Blockchain)- WD 400AB Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Mary Butler-Everson, SVP Healthcare Product Innovations, PNC Bank, Tony Franco, Co-Founder and CEO, Safechain 1 View
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