[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2302

Becky Princehorn is a partner and co-chair of the Public Finance group at Bricker & Eckler LLP.  Her practice emphasizes school and local government law.  She served as bond counsel for the first Ohio income tax-backed school district bonds; for the first publicly offered PLF-backed library notes; for the first school district in the Extreme Environmental Contamination Program of the Ohio School Facilities Commission; for the first Ohio general obligation bond issue with a local government fund pledge; for the first Ohio municipal general obligation bond issue for housing; and for the first Ohio school district minibond issue.  She also served as counsel on the formation of the first limited home rule township in central Ohio and has structured collaborations between local governments, particularly those involving school districts, and gifts to local governments.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2384

Caleb Bell is a co-chair of Bricker & Eckler's Public Finance practice group with a statewide practice that emphasizes public finance and economic development matters. He has served as bond counsel in a wide variety of transactions. His clients include Ohio municipalities, counties, townships, school districts, and public universities, as well as private developers and property owners. Caleb is well known for his representation of special purpose financing entities such as port authorities, new community authorities, and special improvement districts.

Caleb has diverse economic development experience and is sought after for his knowledge of development tools such as tax increment financing (TIF), special assessments, community redevelopment area (CRA) abatements, enterprise zone (EZ) abatements, joint economic development districts (JEDD) and zones (JEDZ), and job creation tax credits.

In addition, Caleb has been instrumental in advancing energy efficiency financing in the State of Ohio. He served as special energy counsel and underwriters' counsel in more than $4 billion of natural gas and electricity prepayment bonds issued during a four-year period. Caleb served as bond counsel for multiple qualified energy conservation bond (QECB) transactions, authored Ohio's property assessed clean energy (PACE) financing statute and served as bond counsel for Ohio's first three issuances of PACE bonds.

Caleb is an experienced negotiator, regularly advising his clients on complex projects involving multiple aspects of Ohio public finance and economic development law. He advises both public entities and private developers, and he brings a broad-based perspective to every negotiation.

[email protected]
16099 Foltz Parkway
Strongsville, OH 44149
Phone: (440) 580-3100

David E. Sems, CPA, CITP, CFF is the Director of Communications & Technology for the City of Strongsville.  He founded the technology investigation firm of Sems & Associates Limited in 2009. Prior to starting Sems & Associates, David spent 11 years at Ernst & Young in the Fraud Investigation and Dispute Services practice and was the Americas Leader of Forensic Data Analytics. 

David possesses over 15 years of experience providing forensic technology services to clients in a wide variety of industries. He has extensive familiarity with international work stemming from providing services in 13 countries within Europe, Africa and North America – including conducting several 6-8 month investigations in Europe.

His skills cover the full range of services from computer forensic analysis to transactional data analytics. David also serves as an advisor in the area of forensic technology to accounting & law firms. These firms rely on David’s skills and knowledge to execute on the most complex forensic technology matters. David provides services to several local law-enforcement agencies with forensic consulting and advisory services. He has assisted in helping investigate cases and provided valuable feedback via analytics.

David is a regular national speaker for various groups including, the Institute of Internal Auditors, the Federal Bureau of Investigation, the Association of Certified Fraud Examiners and the New York Computer Forensic Shows. He also is a guest lecture at various universities including, Notre Dame, Baldwin-Wallace and Kennesaw State University.

David holds a bachelor’s degree in accounting from the University of Akron and is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs. He maintains the designation of Certified Information Technology Professional (CITP) and Certified in Financial Forensics (CFF) from the AICPA. David is also an associate member of the Association of Certified Fraud Examiners

[email protected]
84 Della Drive
Bloomingdale, OH 43910
Phone: (740) 512-6393

Alyssa Kerker is a graduate of the Franciscan University of Steubenville with a Bachelor’s of Science degree in Accounting as well as a Master’s Degree in Business Administration.  Prior to starting her career at The City of Steubenville, Mrs. Kerker retains positions with the mortgage broker industry and a public accounting firm. Her first position at the City of Steubenville was an account clerk and she quickly moved to Senior Accounting Administrator and later Finance Director. Although her passion is government, Alyssa resigned from her position at The City of Steubenville after 15 years to stay home with her 4 children.  Soon thereafter she gained a part time teaching position at Franciscan University of Steubenville where she teaches MBA and undergraduate accounting courses as well as develops online course for the Accounting and Masters program at the college.  

[email protected]
Cleveland Marshall College of Law
16907 Aldersyde Drive
Shaker Heights, OH 44120
Phone: (216) 533-7022

Harold Babbit teaches Local Government Law, Ohio Local Government Seminar, and Torts. He is a retired partner in the Cleveland law firm of Calfee, Halter & Griswold LLP where his practice focused on public law and finance. He received his law degree from Yale Law School in 1967. Mr. Babbit currently serves as editorial advisor to the Municipal Finance Journal, and is the co-author of Baldwin's Ohio Practice, Local Government Law - Municipal. He has been an adjunct professor of local government at the Cleveland-Marshall College of Law since 1975. He received a B.A. from the University of Iowa and an LL.B. from Yale University.   

[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753

Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.

Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance  Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.

Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.

Mr. Szanto has over 35 years of experience in municipal government and public finance. He has acted as Municipal Advisor or Senior Managing Investment Banker for hundreds of clients raising over $25 billion in tax-exempt obligations since 1981.Steve is proactive in rating agency and insurance company presentations, and has been involved with many rating agency upgrades and the new emphasis on surveillance and monitoring of credits by the rating agencies.  He has served as Municipal Advisor since 2000 for all types of issuers. As such, he provides oversight on all aspects on both competitive and negotiated underwritings; and has helped many clients prepare debt policies. He did the first local government bond issue in Ohio sold on the internet through IPREO’s Parity system in 2000.

Prior to joining Sudsina & Associates in 2007, Steve served as a Public Finance banker for a number of firms starting in 1981 with Prescott, Ball & Turben, Inc., National City Public Finance and McDonald & Co. Securities and others. He also spent nearly five years at Public Financial Management's (PFM) Ohio Office as Senior Managing Consultant.

 In the public sector, he worked for the Northeast Ohio Area-wide Coordinating Agency (NOACA); and as an Assistant City Planner for the City of Cleveland City Planning Commission in the early 1970s. Mr. Szanto is also a Certified Independent Public Municipal Advisor as designated by NAMA and serves on NAMA’s regulatory committee. He received a Bachelor of Arts degree from Bowling Green State University, a Master of Science degree in Urban Studies, and a Master of Business Administration degree in Finance from Cleveland State University. He received his Fourth Degree Black Belt in Tae Kwon Do in 2014 and is currently working toward his Fifth Degree. Steve is a member of the GFOA, the CCAO, MFOA, and OASBO and the OAPTA. He has also passed a series of securities exams including the new Series 50 Pilot Exam for Municipal Advisors.

[email protected]
694 East Washington Street
PO Box 485
Medina, OH 44258
Phone: (330) 722-8222

I’m a person who is passionate in everything I do, whether it is with my family or my career. I work hard at work; however, I make sure I dedicate time to myself and family to ensure a strong work/life balance.

Day-to-day activities at Rea:
At Rea, Chad specializes in school and local government auditing, GAAP conversions, agreed upon procedures and consulting.

Topics or areas of expertise that Chad can talk about (even in his sleep):
Generally accepted accounting principles (GAAP)
Statement on auditing standards (SAS)
Generally accepted auditing standards (GAAS)
Internal controls
Fraud risk assessment

How he’s helped clients meet their business needs:
A new treasurer of an entity was not comfortable with the internal controls procedures in place in terms of their efficiency and design to reduce risk. We performed an internal control study to identify potential weaknesses in internal controls and provided recommendations to strengthen internal controls to reduce the risk of errors and/or fraudulent activity.
An entity’s general ledger included several miscoded and/or unrecorded transactions that prevented them from properly preparing financial statements that could be audited. We evaluated the general ledger account coding to provide recommendations to the financial records which would properly report and classify transactions in order to prepare financial statements that can be audited.
An entity was unable to properly reconcile their bank accounts to the general ledgers, primarily caused by inaccurate general ledgers. We assisted in performing bank reconciliations in order to accurate state account balances.

How we know he knows what he’s doing:
Chad earned his bachelor of science in accounting from the University of Akron
He has nearly 20 years of accounting industry experience, with nearly 15 years spent focusing on government entities

Furthering his professional development, Chad is involved with:
American Institute of CPAs
The Ohio Society of CPAs
Government Finance Officers Association (special review executive committee member)
Ohio Government Finance Officers Association (Education committee member)

When he’s not in the office, you can find him:
Golfing
Traveling
Spending time with his wife and children

[email protected]
122 Fourth Street NW
New Philadelphia, OH 44663
Phone: (330) 339-6651

As a dedicated accountant of our government team, I enjoy helping our clients stay compliant and efficient.

Day-to-day activities at Rea:
At Rea, Mindee manages our government compilation department as well as GAAP conversions. 

Topics or areas of expertise that she can talk about (even in her sleep):
GAAP conversions
Government audits
Government finance
Internal controls

How we know she knows what she’s doing:
She earned her bachelor’s degree in accounting from the Franciscan University of Steubenville.
She has been featured as a presenter at several events where she spoke about governmental auditing.
Mindee also worked with another local CPA firm in Columbus.

Furthering her professional development, Mindee is involved with:
The American Institute of CPAs
The Ohio Society of CPAs
Leadership Tuscarawas (Class of 2016 graduate)

When she’s not in the office, you can find her:
Traveling
Spending time with friends and family

[email protected]
200 Public Square
Cleveland, OH 44114
Phone: (216) 509-4352

Steve Broerman has over 25 years banking experience.  He joined U.S Bank as a retail branch manager in December, 2000.  Steve’s outstanding service and dedication to the client base earned him a role as a Government Banking Relationship Manager in 2002.  Within Government Banking, Steve is responsible managing public sector relationships in Ohio, KY, and TN.  Steve frequently teaches cash management, investment and general banking training seminars for the State of Ohio Center for Public Investment Management (CPIM) and other various governmental associations such as GFOA, OAPT, MFOA, OASBO, and others. Steve’s areas of expertise include governmental lending, treasury management services and use of various electronic products that improve the collection processes of both small and large municipalities.

Prior to joining U.S. Bank, Steve had a successful 11 year career with KeyBank where he worked in a number of challenging roles including Branch Manager, Private Banking Relationship Manager, Business Development Officer and Product Manager.  Steve brings with him a wealth of knowledge of both consumer and commercial banking services.

[email protected]
10 West Broad Street
Columbus, OH 43215
Phone: (614) 233-6480

Tess Terry is the Treasury Management & Payments Consultant for US Bank customers located in Western Ohio.   She has over 25 years banking experience, with 15 years in treasury management and commercial lending.  Prior to working with commercial and government customers, she served in retail branch banking.   She serves on the Advisory Board for the Local Multiple Sclerosis Society and is a member of the Association of Financial Professionals.

[email protected]
10 West Broad Street
Columbus, OH 43215
Phone: (614) 233-6480

Elyse Trout joined US Bank in 2013 as the Treasury Management and Payments Consultant for the Eastern Ohio Region and has served 12 years in the banking industry.  Previous experience includes Branch Management, Business Banking, and Licensed Banker role. In 2015 Elyse was honored by US Bank with a national award for her role supporting clients with their working capital needs. Elyse earned an Associate Degree in Business Management from Zane State College and has held investment licenses. She resides in Mount Vernon with her husband and two children where she is active in the Knox County community. Elyse serves as Finance Director for South Vernon United Methodist Church, is an active volunteer with Centerburg Elementary School, and organizes a fundraiser annually for the local humane society.    
   

[email protected]
75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596

Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds.  Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.

UACC is a recognized name in the area of public funds.    With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.

Mr. Yacobozzi regularly participates as an instructor for many professional organizations including  CTAO, OASBO, OAPT.  He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.

[email protected]
75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596

Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds.  Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.

UACC is a recognized name in the area of public funds.    With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.

Mr. Yacobozzi regularly participates as an instructor for many professional organizations including  CTAO, OASBO, OAPT.  He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.