| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Forecasting for & Financing Purchases | Paul Rutter, Of Counsel, Bricker & Eckler, Eric Prall, Managing Director, Ross, Sinclaire & Associates, LLC | 1.25 | View |
| There's a Grant for That (1) | Heidi Fought, Director of Governmental Affairs, Ohio Township Association | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Community Reinvestment Areas - A Tool for Township Development | Chris Connelly, Attorney, Taft Stettinius & Hollister | 1.25 | View |
| Cyber Security Training | Cal Anderson, IT Specialist, York Risk Management | 1.25 | View |
| Ohio's Property Tax System | Larry Long, Consultant, Ohio Projects Group LLC | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Fiscal Responsibilities of Trustees | Larry Long, Consultant, Ohio Projects Group LLC | 1.25 | View |
| Nuts & Bolts of Debt Financing | Brad Ruwe, Partner, Dinsmore & Shohl LLP, Bryan Eckert, National Municipal Finance, Zions Bank | 1.25 | View |
| Policy & Procedure manuals: Is Yours Up-to-Date? | Ben Yoder, Attorney, Frost Brown Todd LLC | 1.25 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Banking Relations Best Practices | Tony Okray, SVP, Government Banking Relationship Manager, Huntington Bank | 1 | View |
| Fiscal Officer 101 | Linda Oda, County Recorder, former Township Fiscal Officer, Warren County, Chris McKee, Assistant Project Manager, Auditor of State, Mary Pawlowski, Fiscal Officer, Montville Township, Medina County | 1 | View |
| Ohio's Property Tax System (repeat) | Larry Long, Consultant, Ohio Projects Group LLC | 1 | View |
| Policy & Procedure Manuals: Is Yours Up-to-Date? (repeat) | Ben Yoder, Attorney, Frost Brown Todd LLC | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Evaluating & Improving Your Procurement Process | Keith McDevitt, Vice President of Business Development , Sourcing Alliance | 1 | View |
| Implementing New Credit Card Policy | Thomas Dusek, Audit Manager, Auditor of State's office | 1 | View |
| Digging for Data - Fraud | Mike Moran, President, Affiliated Resources Group | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Demystifying Inside Millage | Rebecca C. Princehorn, Esq., Partner, Bricker & Eckler LLP | 1 | View |
| Current Trends in Public Funds: Investing & Financing | Katie Kleinfelder, Director, RBC Capital Markets, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group | 1 | View |
This session will discuss the procedural steps to issuing debt, provide an overview of the different types of bonds, provide insight into the bond registrar and paying agent funtions, and discuss debt limitations, bond structures, the rating process, and disclosure issues.
[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, OH 45202
Phone: (513) 639-9237
Brad Ruwe is a partner with Dinsmore & Shohl LLP in its Cincinnati Office. He has been serving a diverse set of clients for over 20 years in the areas of municipal leasing, government finance, school finance, 501(c)(3)/health care finance, and economic development finance. Mr. Ruwe’s clients involve governmental entities, lenders, underwriters, hospitals, and universities. Mr. Ruwe has served as a panelist and speaker for several state and local government entities, including, the State of Ohio, school districts, counties, municipalities, auditors, treasurers, trustees, the Ohio Municipal League, and NABL. He has been named as a "Leading Lawyer" in Cincinnati from 2006 through 2017 in the area of Government/Public Finance by Cincinnati Business Magazine and as a “2006 Rising Star” and "2005 Rising Star" by Cincinnati and Law & Politics Magazines. He is a member of the National Association of Bond Lawyers and the State of Ohio and Cincinnati Bar Associations. Mr. Ruwe is currently a member of the Xavier University Board of Executive Advisors for Economics where he received his undergraduate degree and formerly a member of the Board of Governors of the Chase College of Law where he received his law degree.
[email protected]
1801 E. 9th Street
Suite 905
Cleveland, OH 44114
Phone: 2165592384
Mr. Eckert is a Vice President of Zions Bank’s National Municipal Finance team out of the Cleveland, Ohio office. Mr. Eckert brings over a decade of Public Finance experience to the Zions' team. Since joining Zions Bank, Mr. Eckert has been responsible for new business development within the Public Finance segment across the eastern United States with a focus on Ohio. Mr. Eckert works with both public and private financings for state and county issuers, municipalities, school districts and higher education entities. Before joining Zions Bank Mr. Eckert worked at BNY Mellon and US Bank’s Corporate Trust offices. Mr. Eckert is a graduate of Ohio University.
The ability to collect and interpret an infinite amount of information is a relatively new phenomenon - one that has ushered in a new era of data-driven intelligence. While this intelligence can be used by criminals to construct sophisticated phishing schemes and identify theft scams, legitimate businesses can collect and manage data as an effective means to improve their sales cycle and even to detect fraud. We will explore the importance of “Big Data” and how to turn your data collection efforts inward while converting your data into something manageable and meaningful.
**This course was approved for credit for another organization back in 2015 with a different speaker from the same firm.
[email protected]
5700 Perimeter Dr
Suite H
Dublin, OH 43017
Phone: 614-495-9658
Understanding Technology’s value in today’s risk filled environment are a big focus of most organizations today. This is more than an “IT” issue; it is a business issue and as business leaders, the more you know the better you can be prepared to assess your risks and opportunities, build a plan to deal them appropriately, and achieve your business goals.
Mike Moran, President of Affiliated Resource Group, has provided business and technology consulting services to growing and mid-market organizations, non-profits, and local government agencies for more than 25 years. Mike started his career as an auditor for Deere & Company and has provided business focused technology consulting to clients since starting Affiliated in 1993.
Mike and the team at Affiliated have assisted many organizations with determining their IT strategy, then implementing and supporting the solutions needed to ensure their technology resources and assets stay aligned to achieve their business goals.
Over the past 10 years, they have worked with organizations to provide cybersecurity and compliance (HIPAA, NIST, and PCI) work, including risk assessments, remediation efforts, and ongoing compliance programs to help organizations detect and manage potential threats, and plans for the organization to quickly respond and recover in the event of a threat exposure or disaster event.
Affiliated has received numerous awards, including regional partner of the year from Microsoft for both Customer Satisfaction and Small Business Transformation and have been recognized by CRN Magazine as one of the nation’s top Managed Services Providers three out of the last four years (2015, 2016, 2018).
As a part of his responsibilities at Affiliated, Mike invests his time in the community sharing information and building awareness on technology and how organizations can improve the value that IT provides to their mission.
He has spoken on a variety of business and technology topics to local group meetings, regional events, and national industry and vendor/partner conferences. He is also a frequent speaker at the Ohio Society of CPA’s CPE days and Fraud and Forensic Accounts Summits.
