| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Basic Investment Strategies | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Credit Cards and HB 312 | David Shoemaker, Assistant Chief Auditor, Ohio Auditor of State | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Fraud Case Study | Elizabeth McGinnis, Senior Audit Manager, Public Integrity Assurance Team, Ohio Auditor of State | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Evaluating and Improving Your Procurement Processes | Keith McDevitt, Vice President of Business Development , Sourcing Alliance | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| We Need a Levy - But Which Kind? | Mike Sobul, Consultant, Public Finance Resources, Inc. | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Ohio Ethics Law: Can I Do That? | Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission | 1 | View |
Description: The session will provide an update on the current economic environment and how it is influencing interest rates. Current hot topics in the investment market will be discussed giving attendees up-to-date guidance on how to prudently invest funds.
Learning Objectives
a. Discussion on key economic indicators and how they will influence the Federal Reserve’s decision on the direction of interest rates.
b. Understanding of how to prepare the Library’s investments for potential rate increases in 2018
c. Discussion on how to best utilize allowable investment options to maximize interest earnings while mitigating investment risks
Attendees will obtain information that will increase their knowledge and awareness of economic indicators as well as learning how decisions made by the Federal Reserve influences interest rates. Attendees will gain a better understanding of how to prepare Library’s investments if there is a continued increase in interest rates and what investment options are available to maximize earnings while minimizing risk.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected]
743 East State Street
Athens Mall, Suite B
Athens, OH 45701
Phone: (800) 441‐1389
David currently holds the position of Chief Auditor for the Southeast Region of the Auditor of State's Office. As such, he helps to oversee the financial and compliance audit operations of some 800 audit clients in the 17 county region, spanning from Tuscarawas County in the north to Gallia County in the south. These audit clients encompass everything from small political parties to major Ohio universities, cities, counties, and school districts. The Region has some 50+ audit staff and managers. Dave is a 1981 graduate of the Ohio University. He received his CPA in 1994. Dave began his career with the Auditor of State in December 1981 and has over 33 years with the State of Ohio. During that time, he has helped to train new staff and has spoken at various township, village and other association events. He is a past member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the Association of Certified Fraud Examiners and the Association of Government Accountants.
[email protected]
88 East Broad Street
5th Floor
Columbus, OH 43215
Phone: (800) 282-0370
Elizabeth is a Senior Audit Manager for the Ohio Auditor of State’s Public Integrity Assurance Team. The Team conducts limited scope examinations of financial records designed to investigate allegations of fraud, theft or misappropriation of public funds. Prior to joining the Team, She was a financial auditor with the office for eight years.
Elizabeth has a dual Bachelor’s Degree in Accounting and Business Administration from Franklin University and is a Certified Fraud Examiner.
The purpose of the discussion is to identify specific best practices that libraries can incorporate into their request for proposal (RFP) process to achieve their procurement objectives more often and more consistently. The goal is for each attendee to come away with at least one immediately actionable takeaway.
Discussion of the three alternative methods public sector entities can utilize to purchase/spend taxpayer dollars and the pros and cons of each
1. Public Procurement Process, issuing RFP
2. State Term Contract
3. Group Purchasing Group/Cooperative
Review the steps of a typical RFP: Develop RFP package: including specifications, scope of work and requirements
Identify potential respondents
Finalize and distribute RFP package
Respond to supplier questions
Receive Proposals in public forum at date and time specified in the RFP
Score proposal- three step process
1. Initial Qualifying Criteria
2. Technical Proposal
3. Cost Proposal
Identify finalists by combining each proposal’s Technical and Cost scores
Interview finalists and updating proposal scores
Determine lowest responsive and responsible respondent
Negotiate final contract terms
Implement contract
Discussion of typical challenges faced by libraries and other public sector entities when conducting their own RFP process:
Recommendations and highlights of the best practices we have seen utilized with very positive results:
• Focus on total cost of ownership (TCO) not just price – scoring. Example: Managed Print Services
• Engage stakeholders
• Solicit input from external colleague with recent experience leveraged
• Identify cost and service expectations
• Meet/speak with potential respondents – this is an opportunity for free consulting
• Proactively distribute RFP in addition to posting it
[email protected]
5422 East 96th Street, Suite 120
Garfield Heights, OH 44125
Phone: 216.478.1040
Education:
B.A. Economics from University of Rhode Island
Experience:
Keith McDevitt is Vice President of Business Development with Sourcing Alliance and has been with the organization since 2011. Sourcing Alliance is a public sector group purchasing organization with over eight hundred member participants. Keith regularly works with public sector organizations such as public libraries, local governments, K-12 public schools, community colleges, public universities, and special districts to control costs and improve operations.
Prior to joining Sourcing Alliance, Keith spent over ten years in senior leadership positions in the consumer goods manufacturing and distribution industry. Additionally, he spent over seven years as a franchise business owner/operator and in franchise development/consulting.
This course will review property tax levy options available to Ohio’s seven different types of libraries and levy terminology as applicable, including special elections, rollbacks and the homestead exemption. In addition, the course will highlight the recent Budget Bill changes to levy substance and process under RC 5705.03, such as coordination with a taxing authority, required board resolutions, ballot language, and statutory deadlines, and amendments to RC 3375.404 regarding pledging levy proceeds to secure debt. Participants will learn the terminology and requirements applicable to property tax levies to help guide their Library’s Board of Trustees in selecting and placing a property tax levy on the ballot. Property tax collection issues will also be discussed.
Currently, 197 of Ohio’s 251 public libraries have a property levy that provides local revenue to complement their funding from the state’s Public Library Fund (PLF). The number of libraries with levies has increased by 60% in the past 10 years – growing from 123 in 2007 to today’s current total. As state funding through the PLF has decreased in recent years, libraries are relying more heavily on income generated through property taxes to continue offering library services to meet the needs of their communities. Therefore, the library fiscal officer needs to understand the types of property tax levies, how much income may be received due to the millage amount, the process of getting a levy on the ballot, and how long property tax income may last for future year budgeting.
[email protected]
130 N. Granger St.
Granville, OH 43023
Phone: 740-587-8116
Mike Sobul has been the Treasurer of the Granville schools since November 2011. Prior to joining the district, he was the Section Chief for Forecasting and Special Projects at the Tax Analysis Division of the Ohio Department of Taxation. He had served at the Department of Taxation from December 1986 until his retirement in July 2011. Prior to joining the Department of Taxation, Mike served for two and one-half years as research associate at the Urban Center at Cleveland State University and two years as a budget analyst for the city of Cleveland.
Mike received his B.A. from Wittenberg University in 1980 and his Masters of Public Policy from the University of Michigan in 1982.
The Ohio Ethics Law course assists public employees and public officials in expanding their knowledge of the relationship between their public agencies and the Ethics Commission. It helps them understand the conflict of interest restrictions imposed upon public officials and employees and how to respond appropriately and legally when faced with such a conflict. Furthermore, the class outlines statutory limitations regarding gifts offered to those in public service from vendors, potential vendors, regulated communities, and interested parties.
The session also focuses on helping attendees understand the definition of public contracts under the Ohio Ethics Law and outlines the ethics prohibitions related to public contracts. This includes information regarding illegal authorization of public contracts, selling goods and services to public agencies, and nepotism prohibitions. A better grasp of this information will increase government effectiveness in public servants' ability to understand and comply with the Ethics Law while accommodation the needs of their public entities.
[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.”
