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Policies

Reporting CPIM Hours

  • Hours must be submitted by 5:00pm Eastern Time on the seventh calendar day following the last day of the conference.  Participants may not edit their submission once it has been sent.  If you need to change the number of hours you would like to report, please contact CPIM or the host organization.
  • Attendance will be confirmed by the host organization following the close of the reporting window.  If your hours are showing "pending organization approval" and a significant amount of time has passed since the reporting window has closed, please contact the host organization to urge them to approve attendance.

Fees

  • All CPIM participants must pay the certification fee of $100 per year.  This fee may be paid at any point during the year up until 12/31 at 11:59pm.
  • Online courses may be taken free of charge, but credit will only be granted if the CPIM certification fee is paid.
  • All participants at TOS hosted conferences are required to pay the certification fee, regardless of whether or not certification is sought.  The certification fee serves as a registration fee that covers the cost of the venue, meals, printing, staff, etc.  A report of all participants at TOS hosted conferences that have not paid their certification/registration fee in the previous year shall be pulled on the first business day of the following year.  They will be notified of their delinquency and given until January 31st to pay their registration fee, at which point they will be referred to the Ohio Attorney General’s office for collection.  Participants will not receive CPIM credit for these hours regardless of payment.

Online Courses

  • Each CPIM Online course has two to four quiz sections.  You must answer each set of quiz questions with at least 50% accuracy in order to move onto the next section.  If you do not answer the questions with 50% accuracy, you will be required to watch the previous section again.  You may not earn duplicate CPIM hours for time spent rewatching a section.  If you happen to lose access to the internet or need to step away while you're viewing the course, MyCPIM will record the last quiz section that you successfully passed.  When you come back to press play again for that particular course, you will begin right after the last quiz that you successfully passed.  CPIM hours will not be reported until the course has been successfully completed.
  • You may not receive credit for an online course that you have previously viewed in the past five years.
  • You may not receive credit for an online course if you have attended the same course at a CPIM Academy within the same calendar year.  For example, if you attend CASH 200 at CPIM Academy in April 2016 you may not watch the CASH 200 online course in October 2016 for credit.  You may, however, take the CASH 200 online course in January 2017 for credit.
  • Fiscal officers with less than three years of experience are ineligible to receive credit by taking CPIM Online courses, with the exception of INV 320: Commercial Paper & Bankers Acceptances.  Fiscal officers with less than three years of experience MAY receive credit by taking this course.

Logging onto MyCPIM

  • Users are required to have a unique email address linked to their MyCPIM profile.  They may not share an email address with another individual for the purposes of logging into MyCPIM.

Exemptions

  • Each government entity must request a certified Notice of Exemption if their accounts qualify for such an exemption from CPIM.  If a fiscal officer represents multiple entities, they must file an exemption for multiple entities.
  • Old paper forms will not be accepted following the launch of MyCPIM.  A form that has been edited to indicate that it is for 2016 or beyond will not be accepted.

Timing of Certification

  • Government officials who take office prior to September 1st must be CPIM certified by the end of the year in order to remain in compliance.  Government officials who take office on September 1st or later may first become certified in the following year.
  • CPIM education follows the participant.  If a fiscal officer represents multiple entities, they may be certified for multiple entities by earning 6.0 CPIM hours and paying their $100 Annual CPIM Certification Fee.  They may split their fee amongst multiple groups by check only.

Appointed County Treasurers

  • County Treasurers who are appointed to their office must earn their initial educational hours within 4 months of taking office.
  • If enough regularly accredited CPIM opportunities do not occur within the 4 month window, appointed County Treasurers may shadow another county's County Treasurer for up to 8 hours of training.  Please contact the CPIM office for details.  (NOTE: This option is only open to appointed County Treasurers, not County Treasurers-Elect.)

Commercial Paper & Bankers' Acceptances

  • A fiscal officer has met the requirement once the course has been viewed.  However, if the Commercial Paper course is being used to count towards earned CPIM hours, the Annual CPIM Certification Fee must be paid in order to receive credit.

Accreditation

  • Outside organizations may request CPIM accreditation of educational courses taught in person.  Webinars are generally not accredited.
  • Special conferences that may include fiscal officers from townships, villages, or municipalities are not generally eligible to receive accreditation for ethics courses due to HB10 legislation requiring a separate ethics requirement (Ohio Township Association, Ohio Association of Public Treasurers, Ohio Government Finance Officers Association, etc.).  Special conferences that do not include any fiscal officers of these groups are eligible to receive accreditation for ethics courses (i.e. County Treasurer’s Association of Ohio, Ohio Association of School Business Officials, etc.)
  • Accreditations are approved within 14 business days of submission via MyCPIM.  Paper forms are no longer accepted.  This time schedule should be taken into account if CPIM accreditation is expected to be published on any marketing materials.
  • Associations may not use “Pending CPIM Approval” on any marketing materials.  CPIM approval may only be published following official notice in MyCPIM.
  • The following is a list of generally approved CPIM subject matter areas.  Exceptions may occur.

Cash ManagementInvestmentsPublic Finance

  • Acceleration of deposits (lockboxes, ACH, internet, credit cards)
  • Bank relationship management
  • Budgeting
  • Cash flow forecasting
  • Cash flow management
  • Check processing/truncation
  • Collateralization
  • Electronic payments/receipts
  • Ending cash balance policy development
  • Fraud prevention
  • Grants administration
  • Internal controls
  • Recovering from financial distress
  • Request for Proposals (RFPs)
  • Treasury management
  • Benchmarking
  • Investment accounting
  • Investment policy
  • Investment professionals
  • Investment strategies
  • Market Update
  • Portfolio management
  • Tools for making good investment decisions
  • Types of eligible securities
  • Understanding the yield curve
  • Understanding economic data
  • Arbitrage
  • Debt issuance
  • Debt management/administration
  • Economic Development
  • Municipal finance
  • Post issuance compliance and disclosure
  • Tax increment financing
EthicsTax CollectionAuditing & Accounting
  • Codes of ethics
  • Ethical obligations and procedures
  • Ohio Ethics Law
  • Updates on ethics
  • Collection of delinquent taxes
  • Millage and levies
  • Payment of taxes
  • Taxation updates
  • Tax foreclosure
  • Tax liens
  • Types of taxes
  • Accounting and financial reporting (CAFR, GASB, UAN)
  • Capital asset management
  • Employer related tax filing requirements
  • Indirect cost and allocation (single and non-single audit purposes)
  • Pension system requirements
  • Single audit and related administrative and costs circulars
  • SSAE 16, service organizations
  • Understanding and using the Ohio Compliance Supplement
Security, Transparency, and other Miscellaneous Related Topics
  • Financial security/cyber crime prevention
  • Fiscal caution/watch/emergency
  • Fraud and theft
  • Government transparency
  • Presenting financial data to governing boards and stakeholders
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