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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)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
5/17/2018
6
Owens Community College Community Education Center (for all sessions)
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 D and C are closest to the Education Center. No pass needed.

cpim@tos.ohio.gov

cpim@tos.ohio.gov

Thursday 5/17/2018

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session: Market Update Room EC 111 Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management, James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 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) Room EC 172 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 162: Who's Who - Roles in a Bond Issue Room EC 174 Lisa Eisenberg, Deputy Director of Debt Management, Ohio Treasurer of State, Bethany Pugh, Managing Director, Public Financial Management, Inc. 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) Room EC 172 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
FIN 242: Official Statements and Continuing Disclosure Room EC 174 Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Emily Cannon, Director, PNC Capital Markets 1 View
ACC 201: How to Prepare for an Audit Room EC 173 Douglas Zimmerman, Senior Audit Manager, Ohio Auditor of State 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 336: The Finer Details of Structuring Bond Issues Room EC 174 David Tiggett, Director, KeyBanc Capital Markets, Samuel Adams, Vice President - Public Finance Group, KeyBanc Capital Markets, Inc. 1 View
INV 222: Investment Reporting Room EC 172 James W. McCourt, CFA, Vice President/Portfolio Manager, United American Capital Corporation 1 View
SEC 161 Electronic Banking and Cyber Security Room EC 173 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Stacey Russell, Fiscal Officer, Muskingum County Library System 1 View
1:30 PM - 2:20 PM
Course Name Speaker(s) Hours Available
General Session: Current Trends in Public Finance Room EC 111 Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group, Katie Kleinfelder, Director, RBC Capital Markets 1 View
2:30 PM - 3:20 PM
Course Name Speaker(s) Hours Available
Round Table Discussion: Counties, Municipalities, Townships and Villages Room EC 173 Michael Fracassa, Ohio Treasurer of State, Taylor Wright, Ohio Treasurer of State 1 View
Round Table Discussion: Libraries, Parks, Special Districts, School Districts and ESCs Room EC 174 Eric Ochmanek, Ohio Treasurer of State, Mary Crall, Ohio Treasurer of State 1 View
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