Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Investment Landscape for 2017 - Will 2017 Bring Higher Rates, or Will It be More of the Same? | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Legal Update for Public Funds Managers | Rick Manoloff, Partner, Squire Patton Boggs LLP | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Looking Forward to the 2018/2019 State Budget | Mike Sobul, Consultant, Public Finance Resources, Inc. | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Capital Funding Options | Matt Stout, Partner, Public Finance, Bricker Graydon LLP, Jackie Lewis, Associate, Bricker & Eckler LLP | 1 | View |
An update on the current economic environment and discussion on the market expectation for interest rates in 2017.
[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)
This presentation will focus on hot topics of a legal nature that are of concern and interest to Ohio school district CFOs, including any relevant changes in the Ohio Revised Code and/or State policies, opinions rendered by Ohio courts and/or the Ohio Attorney General, and initiatives of the federal government. It is important for school district CFOs to remain current on a wide variety of matters that routinely cross their desks, as well as those matters that are episodic or in some cases unexpected – from financing permanent improvements, to raising new revenue at the ballot box, to managing the disposition of public assets, to complying with federal tax and disclosure covenants, to leasing property, etc. This presentation will focus on the legal aspects of such matters, given from the perspective of not just a school finance lawyer but an active school board member.
1. Understand recent changes in the law that affect the activities of school district CFOs, as well as the pertinent substantive foundations.
[email protected]
4900 Key Tower
127 Public Square
Cleveland, OH 44114
Phone: (216) 479-8331
Richard D. Manoloff is experienced as bond counsel in general obligation and special obligation bond financings and as general counsel for Ohio political subdivisions, particularly school districts.
His representation includes counseling public sector clients regarding financings, public records, open meetings, real estate, construction, elections and tax levies. He is frequently invited to make public presentations on these topics. As a co-author, Mr. Manoloff has contributed to Thomson/West’s Ohio School Law.
Mr. Manoloff is listed in The Best Lawyers in America.
Mr. Manoloff is a member of the Board of Trustees of the Children’s Museum of Cleveland, past president of the Board of Trustees of the Cleveland Metropolitan Bar Foundation, former member of the Board of Trustees of the Ohio State Legal Services Association (which provides direct legal services to the poor of Southeastern Ohio and supports legal aid societies statewide), former chair of the city of Lakewood Community Governance Task Force (which rewrote the city’s charter approved by the voters in 2000), former member of the Rocky River Charter Review Commission, past president of the Board of Trustees of the Cleveland Association of Phi Beta Kappa, 2003 recipient of the Crain’s Cleveland Business 40 Under 40 distinction, member of the Cleveland Bridge Builders class of 2002, and member of Leadership Cleveland’s class of 2006.
The upcoming state budget will have a major impact on fiscal conditions for schools for the next couple years. Mr. Sobul will cover issues that the state will face both in its overall fiscal conditions and the issues and challenges that it will face in addressing the school funding formula.
This session will increase the attendee’s working knowledge of both the state funding formula and the overall state budget conditions - two major factors for all Ohio schools. This information can then be transferred to making reasonable cash flow projections for revenue in the five-year forecast. Reliable cash flow projections are necessary for effective cash management by the school district, as treasurer’s need to ensure that they have enough cash on-hand to meet expenditure or debt obligations throughout the fiscal year, as well as to identify available funds for investment purposes.
[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 course will discuss the options available to school districts for funding capital projects.
a. Discuss limitations on issuing debt in Ohio
b. Discuss the debt and non-debt options available to Ohio school districts for funding capital projects.
c. Discuss the tax and securities law requirements associated with issuing debt (and non-debt) in Ohio.
Attendees will learn about all aspects of the capital funding options available to school districts. The presentation covers debt limitations, the debt issuance process, and the post issuance compliance issues that school districts face after projects are funded.
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8861
Matt Stout is a partner in and co-chair of Bricker Graydon's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. He assists and advises with the documentation and issuance of general obligation and revenue bond transactions for municipalities, school districts, and other political subdivisions; assists and advises municipalities, school districts, and other political subdivisions with tax-exempt lease purchase financings; and provides general counsel assistance to political subdivisions. Matt received a Bachelor of Business Administration from the University of Michigan and his JD/MBA from The Ohio State University.
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-7735
Jacquelin R. Lewis is a member of the Bricker & Eckler Public Finance group. While in law school, Jackie served as a Senator on the Inter-Professional Council, Vice President of the Black Law Students Association, Communications Editor of the Ohio State Entrepreneurial Business Law Journal, and a clerk on the Moot Court Governing Board. She is the former Director of Public Affairs for the Ohio Association of Community Colleges. Jackie has also served as a legislative aide in the Ohio General Assembly and as a legislative liaison to both the Ohio Attorney General and the Ohio Treasurer of State. She earned a Bachelor of Arts and her MA/JD from The Ohio State University.