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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
[email protected]
5/16/2019
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
[email protected]
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.

[email protected]

[email protected]

Thursday 5/16/2019

8:30 AM - 9:20 AM
Course Name Speaker(s) Hours Available
General Session and Market Update-EC 111 John Cindric, Managing Director, Institutional Investment Group, Huntington Investment Company, Jason Headings, Vice President Public Funds, Meeder Investment Management, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group, Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State 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)-EC 172 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
INV 357 Investing in Today's Interest Rate Environment-EC 173 Jason Headings, Vice President Public Funds, Meeder Investment Management 1 View
TOS Programs Update-EC 174 James Bernholtz, Economic Development Officer, Treasurer of State, Lisa Eisenberg, Deputy Director of Debt Management, Ohio 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)-EC 172 Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
ACC 210 Effective Internal Controls, Policies and Procedures-EC 174 Christopher White, CPA, Senior Audit Manager, Ohio Auditor of State 1 View
Current Trends in Public Finance-EC 173 Andrew Laskey, Vice President, RBC Capital Markets, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 348 Tax Exempt Financing-EC 173 Marc Kamer, Legal Counsel, Dinsmore & Shohl LLP, Eric Prall, Investment Banker and financial advisor to municipal issuers., Hilltop Securities Inc 1 View
MGT 231 Solving for Retention- EC 174 Cindy Mills, Vice President, Wellness Specialist, Employee Benefits, Hunting Bank, Charlotte Schaar, Wellness Product Specialist, Hunting Bank 1 View
OPCS Training-EC 172 Eric Ochmanek, Ohio Treasurer of State, Jennifer Day, COO, Treasurer of State 1 View
1:20 PM - 2:10 PM
Course Name Speaker(s) Hours Available
General Session:Cyber Fraud-EC 111 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State 1 View
2:20 PM - 3:10 PM
Course Name Speaker(s) Hours Available
Panel Discussion: Financial Technology Trends (Digital Transformation, Blockchain Technologies)-EC 111 Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Doug McCollough, Chief Information Officer, City of Dublin, Pete Gordon, Columbus Collaboratory , Josh Green, CEO& Founder, Software Verde 1 View
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