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Ohio Treasurer's Findlay 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)
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.

cpim@tos.ohio.gov
Course Description Quick Guide

cpim@tos.ohio.gov

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
SEC 111: Basics of Internal Controls Angela Gillis, Senior Manager, Risk Advisory Services, Schneider Downs & Co., Inc. 1 View
10:40 AM - 11:30 AM
Course Name Speaker(s) Hours Available
FIN 104: Basics of Borrowing, Part 1 Jennifer Blaser, Legal Counsel, Dinsmore & Shohl LLP, Marc Kamer, Legal Counsel, Dinsmore & Shohl LLP 1 View
11:40 AM - 12:30 PM
Course Name Speaker(s) Hours Available
INV 106: Basics of Investing Ryan K. Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group 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
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