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 |
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 |
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 |
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 |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
General Session:Cyber Fraud-EC 111 | Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State | 1 | View |
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 |
This panel discussion will provide a current market update and share with participants how these market developments may impact every day job duties. Topics will include interest rates as they relate to STAR Ohio, STAR Plus, and general deposits. Additional discussion will cover world news and events, various federal data points, preparing for regulatory reform, and asset allocation tips. The course will conclude with an overview of the Ohio Market Access Program (OMAP), a credit enhancement program for municipal notes offered by the Treasurer's Office.
[email protected]
41 South High Street
Columbus, OH 43287
Phone: 419-249-3314
John Cindric is an Institutional Investment Representative covering Northwest Ohio for Huntington Investment Company. John joined Huntington in 2014. He began his career with Huntington in 2006 and spent 2011 - 2014 working for Fifth Third Securities’ Institutional Investment Group. His specialty is fixed income investments with a customer base that includes public funds, banks, private corporations and insurance companies. He is a graduate of the University of Richmond and completed his M.A. at the University of North Carolina - Greensboro in 2004. John holds both Series 7 and 63 NASD licenses.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (888) 596-2293
Jennifer is a Managing Principle and Portfolio Manager at RedTree Investment Group. She has been in the investment industry for over 17 years with a primary focus on the fixed income markets. For over 10 years her experience has centered on developing fixed income investment strategies for public entities and other agencies. At RedTree, she is responsible for the implementation of each client's specific investment strategy and portfolio risk management.
Jennifer earned her undergraduate and MBA degrees in finance from Xavier University. She has received the Chartered Financial Analyst designation.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office. In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.
Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network. Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia. Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.
[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
This class will provide strategists to make the most of their portfolio given the current rate environment.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
An overview of programs administered by the Treasurer of State's office. Including, OMAP, Linked Deposits, and STABLE.
[email protected]
30 East Broad St
9th Floor
Columbus, OH 43215
Phone: 614-644-0169
TBA
[email protected]
30 East Broad Street
Columbus, OH 43215
Phone: 614-466-7752
Lisa Eisenberg is the Director of the Office of Debt Management with the Ohio Treasurer’s Office. She has been directly involved in the issuance and sale of over $7 billion in new money and refunding bonds comprising 50+ transactions across five unique credits for the State of Ohio. She also facilitates timely repayment of the State’s $10.5 billion debt portfolio and serves as administrator for the Ohio Market Access Program.
Lisa is a Certified Treasury Professional and is involved in local chapters of the local Women in Public Finance and Association for Financial Processionals organizations. Lisa earned her B.A. from The Ohio State University.
[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
An overview of internal controls that you should have in place in your office. Presented by the Ohio Auditor of State's Office.
[email protected]
88 East Broad Street
Columbus, OH 43215
Phone: 614-466-2813
Chris White is a Senior Audit Manager with the Ohio Auditor of State’s financial audit group in the northwest region. The Financial Audit Group is responsible for conducting financial audits of all public entities as required by Ohio law. Chris has overall responsibility for audits in Lucas and Henry counties. This includes supervisory responsibility of staff in the performance of multiple concurrent audit engagements.
Chris has been with the Auditor of state since 1999. He worked as a financial auditor for seven years, Audit Manager for ten years and Senior Audit Manager for the past year. Chris has a Bachelor’s Degree with majors in Accounting and Business Administration from The University of Toledo and is also a Certified Public Accountant.
This session will take a look at how current economic and market conditions impact you debt issuance.
[email protected]
212 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0582
Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and has worked at RBC Capital Markets since July of 2006. Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.
Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities. Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati but remains actively involved in the organization.
Andrew attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. He is a Registered Securities Representative, registered with the NASD and SEC.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
[email protected]
191 West Nationwide Blvd
Suite 300
Columbus, OH 43215
Phone: (614) 233-5406
Marc Kamer handles a wide variety of project financings for traditional governmental purposes, like roads and bridges, and tax-exempt financings for 501(c)(3) organizations such as healthcare providers, institutions of higher education and public and private K-12 schools.
Marc's experience also includes authoring legislation relating to finance and construction initiatives and amendments to modernize existing finance and construction programs. He also devotes a substantial amount of his time to economic development (tax incentives, tax abatements and tax increment financing), as well as energy-related transactions. He has represented parties on P3 transactions including design-build-finance-operate-maintain agreements and related alternative project delivery/finance models for infrastructure projects.
[email protected]
9757 Fairway Drive
Powell, OH 43065
Phone: 614-306-6822
Mr. Prall serves as investment banker and financial advisor to municipal issuers, structuring new issue municipal bond financings, advance and current refunding issues, and other specialized financial modeling. Mr. Prall has vast experience structuring general obligation, revenue, certificates of participation, and other bond and note financings. Mr. Prall provides quantitative, analytical, and technical analysis for a variety of public clients, including State-level issuers, counties, municipalities, townships, schools, villages, higher education institutions, and health care systems.
Mr. Prall provides comprehensive investment management to a wide variety of public clients. Mr. Prall manages investment portfolios for public entities and provides portfolio analysis and investment policy review. Utilizing a thorough knowledge of state investment statutes, Mr. Prall develops and implements investment strategies providing safety, liquidity, and return within the projected cashflow needs of the client. Prior to joining Hilltop Securities Inc. in 2018, Mr. Prall worked at other investment banks for the past fourteen years.
Mr. Prall earned his Bachelor of Science in Business Administration from the Fisher College of Business at The Ohio State University where he majored in finance. Mr. Prall holds the FINRA, General Securities Representative License, Series 7; Muncipal Advisor Representative, Series 50; Uniform Securities Agent State Law License, Series 63; Uniform Investment Advisor Law Examination, Series 65; and Limited Representative – Investment Banking, Series 79.
When health and well-being are actively promoted by a meaningful employee benefits program, companies are 2.5X more likely to be viewed as a top performing organization To be a top organization employers must win the hearts and minds of their employees. Among employees who are inspired by their company culture to make healthy choices, 80% are engaged in their jobs. With Millennials making up the majority of the workforce, wellbeing programs are more important than ever in attracting and retaining employees. Millennials differ in their expectation of work and loyalty than their parents. They also view health differently with a more total wellbeing mindset. By incorporating the most innovative and strategic wellbeing programs companies can have an edge over the competition.
[email protected]
37 West Broad St
Columbus, OH 43215
Phone: 614-480-5453
Cindy provides subject matter experience in HIPAA compliant wellness programs with an emphasis on developing results-based
wellness programs, including but not limited to:
• Analyzing existing medical risk, identify ongoing conditions and unhealthy lifestyle behaviors to be addressed
• Facilitating the development and implementation of the Wellness Committee
• Serving as liaison between the workplace and Wellness Committee
• Analyzing, recommending, implementing online programs and tools
• Identifying local partners, coordinating community events, health fairs and local wellness resources
• Establishing tracking process and reporting to measure program effectiveness and VOI
Cindy has a strong professional background holding positions such as executive director of the Associated Risk Managers of Ohio
and founder/president of Harmony House Wellness Center, a yoga and holistic health center focused on balancing the mind, body
and spirit. She also served as president of senior home healthcare and wellness programs at FirstLight HomeCare. During this
time, she also formed Well Health for Life which focuses on health and wellness workshops, coaching, and corporate wellness.
Prior to joining Huntington Insurance in 2014, Cindy worked for national broker as a wellness consultant and employee benefit
account executive. Throughout her career, Cindy has successfully designed, implemented, and presented organizational health
programs and monitored the effectiveness of these wellness initiatives.
Cindy earned her Bachelor of Arts in pre-law/psychology from The Ohio State University. She holds her Associates Risk
Management (ARM) designation, Certified Corporate Wellness Strategist (CCWS), and is also a registered yoga teacher, certified
hypnotherapist, wellness coach. She is one of 40 people in the country certified by CDC to teach the “work at health” program.
[email protected]
220 Market Ave S
Canton, OH 44702
Phone: 330-430-1316
Charlotte resides in Gnadenhutten, Ohio and holds a strong background in population health management. She previously
worked at the Army Wellness Center in Fort Bragg, NC as a health promotion technician before joining Huntington Insurance
in the fall of 2016.
As a Wellness Product Specialist, Charlotte works with clients to develop and maintain wellness programs while monitoring
each program for efficiency and productivity. Through programs such as smoking cessation, disease management options,
and wellness newsletters, Charlotte helps clients improve their VOI (value of investment).
Charlotte earned her Bachelors of Science in Exercise Science from Campbell University in Buies Creek, NC and is currently
attending the Public Health Graduate Program at Kent State University in Kent, OH. She holds her Behavior Change
Specialist (BCS) and Certified Corporate Wellness Specialist (CCWS) designations. Charlotte is also an active Army Reservist,
serving as a commissioned officer.
Eric Ochmanek is the Director of Special Projects in the Office of the Ohio Treasurer. Eric has served in the office since 2015, previously as Deputy Chief of Staff. He helped build the nation’s first ABLE platform, an impactful savings and investment program for people with disabilities. He has traveled the country to raise awareness and built partnerships for ABLE since early 2016. Eric currently focuses on increasing participation for Treasury initiatives, generating program enhancements, and representing the office at public engagements. Prior to joining the Treasurer’s Office, he worked for British Petroleum in the Gulf Coast and for the Federal Government in Washington, D.C. Eric was born and raised in Michigan, and now resides with his wife, Claire, and three young sons in Ohio.
[email protected]
30. East Broad St, 9th Floorr
Columbus, OH 43215
Phone: 614-629-8374
Jennifer Day is the Chief of Operations in Ohio Treasurer Robert Sprague’s office. She served in the same position for 8 years under Ohio Treasurer Josh Mandel. Prior to taking this position, she was the Chief of the Crime Victims Assistance and Prevention section under Attorney General Richard Cordray. Jennifer has 20 years of treasury operational management experience and has previously served as Director of Revenue Management. She has worked under five different state treasurers in Ohio.
Before coming to work for the State of Ohio, Jennifer was an Assistant Prosecutor in Hamilton County and served as the Chief Assistant of the Family Law Division for 8 years.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management. In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management. Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management. In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management. Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.
[email protected]
5800 Shier Rings Road
Dublin, OH 43017
Phone: 614-410-4412
Doug is the Chief Information Officer (CIO) of the City of Dublin, Ohio, where he leads initiatives in IT Innovation, Digital Experience, Smart City, Broadband, Intelligent Communities, and Blockchain. Dublin, Ohio has a growing reputation as a haven for technology oriented businesses interested in the collaboration opportunities between Smart Cities and the Private Sector. The City is innovating in the areas of Artificial Intelligence, Broadband, Augmented Reality/Virtual Reality, Connected and Autonomous Vehicles, Smart Mobility, Intelligent Transportation Systems, IoT, UAVs, and Automation.
Through the Global Institute for the Study of the Intelligent Community and the Intelligent Communities Forum, Dublin reaches out to communities throughout the State of Ohio in an effort to establish the first Intelligent State with the Intelligent Communities Forum. The City partners with the 33 Innovation Corridor Council of Governments in the establishment of the 33 Smart Mobility Corridor for the testing of Connected and Autonomous Vehicles.
Doug supports the Smart Columbus project (SMRT CBUS) through sitting on the Data Policy Workgroup of the Smart Columbus Operating System (SCOS). Is is a member of the National Advisory Board of Tech Corps, and the Advisory Board of Per Scholas Columbus. As a motivated advocate for extending the opportunities of the IT industry to the widest possible community of talent, Doug has spoken on the priorities of diversity, inclusion, workforce development, and opportunity with Columbus Women In Technology, and is Chair of the Planning Committee for the 2018 CIO Tomorrow Conference. He was honored with a C-Suite Award in 2017, and has spoken on numerous technical topics in Colorado, California, New York, Toronto, and Ohio.
Doug earned a bachelor’s degree from the University of Toledo in Information Systems and Operations Management and a Master of Business Administration degree from the University of Notre Dame.
[email protected]
Phone: 614-407-9480
Pete Gordon, an Internet Software and Technology Fanatic from the Columbus Collaboratory.
Pete is passionate about applying and continuing to grow his expertise in Software Development/Architecture, Users Experience and IT Security by leading teams of technical experts and working tightly with business units to improve utilization of the Internet (Cloud Computing, SaaS, Web Services, and Mobile Platforms). He brings deep technical experience, which ranges from Application Development (SDLC) Management, Product Development (C#/Java/Javascript/JSON/SQL), and IT Security/Network Services. He received a Information Systems B.S. from Fisher College of Business at The Ohio State University in 1997 and received a Medical Informatics M.S. from Northwestern University in 2013. He also started in 2012 and continues to co-lead the Google Developer Group in Columbus, Ohio.
[email protected]
4900 Reed Rd #309
Columbus, OH 43220
Phone: 614-407-3677
Josh is the founder of Software Verde, and has been programming since the age of 10. His ability to create things and solve problems is a large part of how he defines himself. Josh is passionate about his profession; when he’s not at work he is programming at home, where he creates applications, games, and innovations for the joy of it. Josh is a free-thinker, and believes knowing the reason behind why things are the way they are is an integral part of making good decisions.
Before Software Verde, Josh served in the US Military as a infantryman and scout sniper for the 509th Airborne. He deployed to Iraq in 2006-2007, and was decorated for his service amidst combat. Although his service was wrought with turmoil, Josh’s time spent in the military gave him a wide breadth view of the world, and instilled a sense of camaraderie, dedication, and courage.
Josh is very introspective of himself, and tries to find the good in others. He values his co-workers, friends, and family as people, and is protective of their welfare. He believes that an organization is not a single person, but is instead the sum of its people.