Ohio State Seal Logo

Ohio Treasurer's Findlay 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
5/18/2017
6
Owens Community College Community Education and Wellness Center (behind the main building)
3200 Bright Road
Findlay, OH 45840
Mark Margolies
CPIM Officer
Treasurer of State
(800) 228-1102
cpim@tos.ohio.gov
Registration/Breakfast: 7:45am - 8:30am
Lunch: 12:30pm - 1:30pm
Parking: Park in any available space, though lots A and H are closest to registration. No pass needed.

Thursday 5/18/2017

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session: Market Update Zachary Amendolea, CFA, Investment Associate, Ohio Treasurer of State, John Cindric, Managing Director, Institutional Investment Group, Huntington Investment Company, Jason Click, President Public Funds, Meeder Investment Management 1 View
9:40 AM - 10:30 AM
Course Name Speaker(s) Hours Available
FIN 241: Continuing Disclosure and Municipal Securities Paul Rutter, Of Counsel, Bricker & Eckler 1 View
INV 330: Examining the Fed and Rising Interest Rates Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
ETH 227: Hot Topics in Ohio Ethics Law A Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
10:40 AM - 11:30 AM
Course Name Speaker(s) Hours Available
INV 310: Maximizing Yield and Maintaining Liquidity Kevin J. Klingel, Senior Vice President/Portfolio Manager, United American Capital Corp. (UACC) 1 View
SEC 211: You're Causing Your Own Security Breach Donald R. Owens, CPA, CIA, CFF, CBA, CFSA, CRMA, Shareholder, Schneider Downs & Co., Inc. 1 View
ETH 227: Hot Topics in Ohio Ethics Law B Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
11:40 AM - 12:30 PM
Course Name Speaker(s) Hours Available
FIN 250: Preparing for Responding to Ratings Agencies Katie Kleinfelder, Director, RBC Capital Markets 1 View
FIN 105: Basics of Borrowing, Part 2 Allison Binkley, Principal, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 1 View
CASH 301: Current Trends in Banking Laura Saunders-Kowalec, Vice President & Account Manager, Government Banking, Huntington National Bank, Todd Ritzler, Senior Vice President, Treasury Management, Huntington National Bank 1 View
1:30 PM - 2:20 PM
Course Name Speaker(s) Hours Available
General Session: The Ohio Pooled Collateral System Jeremy Rzepka, Deputy Legal Counsel, Ohio Treasurer of State, Elizabeth Lewis, Director of Legislative and Policy Affairs, Ohio Treasurer of State 1 View
2:30 PM - 3:20 PM
Course Name Speaker(s) Hours Available
Round Table Discussions Grouped by Government Subdivision Type Office of the Treasurer of State 1 View
Ohio State Seal Logo
Disclaimer
Privacy Statement
© 2017 Office of the Ohio Treasurer