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Ohio Treasurer's Columbus 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
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 (available Tuesday).

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 James 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
INV 107: Fundamentals of Investing Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
CASH 107: Fundamentals of Treasury Management Cheryl Schultz, Vice President, Government Banking Division, Huntington National Bank, Crystal Causey, Vice President, Huntington National Bank, Lisa Evans, Vice President, Commercial Card Product Group Manager, Huntington Bank 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 106: Fundamentals of Public Finance Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Finance 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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