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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)
Mark Margolies, CPIM Officer
(800) 228-1102
cpim@tos.ohio.gov
5/17/2018
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

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
INV 107: Fundamentals of Investing Room EC 165 Jason Headings, Vice President Public Funds, Meeder Investment Management, Jason Click, President Public Funds, Meeder Investment Management 1 View
10:30 AM - 11:20 AM
Course Name Speaker(s) Hours Available
CASH 107: Fundamentals of Treasury Management Room EC 165 Laura Saunders-Kowalec, Vice President & Account Manager, Government Banking, Huntington National Bank, Cari Jennings, Huntington Bank 1 View
11:30 AM - 12:20 PM
Course Name Speaker(s) Hours Available
FIN 106: Fundamentals of Public Finance Room EC 165 Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Principal, Umbaugh 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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