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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
[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 (available Tuesday).

[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: 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, Jason Headings, Vice President Public Funds, Meeder Investment Management, John Cindric, Managing Director, Institutional Investment Group, Huntington Investment Company 1 View
9:30 AM - 10:20 AM
Course Name Speaker(s) Hours Available
FIN 109: Basics of Borrowing-WD 420 Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Director, Baketilly Municipal Advisors 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
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
INV 106: Basics of Investing-WD 420 Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 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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