2023 COAGA Regional Professional Development Training (PDT) Conference
This training brings together leaders from all levels of government, the private sector and academia, including:
If you are involved in government financial management and accountability… Then AGA Central Ohio Chapter 39th annual Professional Development Training is for you! o Obtain up to 16 hours of Professional Development Training CPE hours o The conference is NASBA qualifying CPE o Obtain up to 16 hours of Certified Government Financial Manager (CGFM) CPE hours o Obtain up to 15 CPIM Credits (Courses indicated on the following schedule for which The Ohio Treasurer of State has approved CPIM credit.) – pending confirmation o Required Ohio Accountancy Board 3-CPE hour OHIO PSR Ethics training available o Learn from nationally recognized industry leaders and network with colleagues o Stay up to date on industry changes and issues that affect your career o Reduced registration rate for retired AGA members
This annual training features nationally known speakers and current topics designed to educate and inform. The information presented during this training allows attendees to learn valuable information and have an opportunity to network with fellow professionals. This could also give you an opportunity to learn more about AGA if you are not currently a member. Member application forms are available at the registration desk. Many current members will be on hand to help answer any questions you have about our organization. Membership information is also available on our website. AGA Central Ohio Chapter (agacgfm.org)
Central Ohio Association of Government Accountants (AGA)
Peter Angelas, Captain, Ohio Department of Natural Resources, Alicia Silverio, Manager, Ohio Department of Natural Resources, Sima Merick, Executive Director, Ohio Emergency Management Agency, Peter Novotny, Assistant Chief, Ohio Department of Natural Resources
Teresa Hicks, Quality Assurance and Technical Specialist, Center for Audit Excellence Division, Ohio Auditor of State’s Office, Amanda Stidham, CPA, Senior Audit Managr, Ohio Auditor of State
Course Details: Cyber Auditing and Florida's Cyber Pathways Program
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
In Florida, cyber compliance is a role everyone in government can play, especially internal audit. This presentation will note how internal audit can provide assurance to leadership and stakeholders that the organization is complying with cybersecurity fundamentals. The goal is to help organizations to add value and indicate opportunities for improvement. This presentation will provide details on the cyber resilience pathways program - supported by the Office of the Chief Inspector General, Center for Excellence, and agency IGs - and how this program will create pathways to cyber competency and fulfill expectations associated with new audit requirements.
Melinda Miguel was appointed by Governor DeSantis on January 8, 2019, as Chief Inspector General, Executive Office of the Governor, State of Florida. She served as Chief Inspector General for Florida Governor Rick Scott from February 2011 to April 2017 and for Florida Governor Charlie Crist from January 2007 to November 2010. In this role, she is also a member of the Florida Department of Law Enforcement Florida Fusion Center as the representative for the Florida Inspector General (IG) Community and a member of the Florida Cybersecurity Advisory Council. Governor Jeb Bush appointed Ms. Miguel to the Council for State Agency Inspectors General in 2006 to make recommendations to update the Florida IG Act. Ms. Miguel has served as IG for the following Florida state agencies: • Florida State Board of Administration • Florida Attorney General • Florida Department of Education • Florida Department of Elder Affairs. Ms. Miguel served as the Deputy IG for the Architect of the Capitol and IG for the U.S. Government Publishing Office, both in Washington, D.C. Ms. Miguel’s service with AGA extends over twenty years in a variety of leadership roles at the local, regional, and national levels including writing and speaking for AGA and serving on the Council for the Advancement of Women. She is the current National President for AGA and a member of the AGA’s Intergovernmental Partnership. Ms. Miguel is the past National President of the Association of Inspectors General; member and former chair of the Legislative Issues Committee; a former member of the national Executive Committee, Professional Certification Board, Professional Standards Committee. She is an advisor for the International Association of Financial Crimes Investigators and Director of SHELeadsTech for the Tallahassee Chapter of ISACA. Ms. Miguel received a Bachelor of Science Degree in Economics and a Graduate Certificate in Local Government Administration from Florida State University. She is a Certified Inspector General®, Certified Project Management Professional®, Certified Internal Controls Auditor, Certified Construction Auditor, Certified Construction Control Professional, Certified Business Manager, Certified Florida Contract Manager, and Certified Cyber Crimes Investigator
Course Details: Ohio Treasurer of State Programs and Service
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will provide attendees with a public policy update and an overview of the functions of the Ohio Treasurer’s office, with a primary focus on programs that serve local governments. These programs include the Ohio Market Access Program, STAR Ohio, Ohio Pooled Collateral System, and Center for Public Investment Management. In addition, attendees will learn about other services provided to government entities, such as those delivered by the office’s Department of Treasury Services to state agencies and programming to help all Ohioans reach greater financial capability
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[email protected] 30 East Broad St
10th Floor
Columbus, OH 43215
Phone: 614-752-8479
Zach Prouty serves as the Assistant Manager of Treasury Services in the Office of Ohio Treasurer Robert Sprague. Treasury Services assists in managing the state’s banking relationships, providing operational oversight to various divisions within the office, and management of certain special projects. Zach has been in this role since January 2019.
He previously spent five years working in various legislative roles in the administration of former Governor John Kasich, including positions at the Ohio Department of Commerce, Ohio Department of Administrative Services, and the Governor’s Office.
Zach is a graduate of The Ohio State University where he earned a bachelor’s degree in Political Science, as well an MBA and MPA.
Marjorie Kruse is an experienced government accounting and finance professional with 29 years of service in the public sector. Marj joined Ohio Treasurer Robert Sprague’s office in January 2019 as the Deputy Treasurer. She oversees the management of the state’s banking, investment and custodial activities, and various general obligation and revenue debt issuances as well as the office’s information technology, fiscal and human resources departments. In this position, Marj is ultimately responsible for managing the state’s portfolio of $30 billion in cash and investments, servicing the state’s $10 billion debt portfolio, and administering a highly rated public investment pool with $23 billion in net assets.
Prior to joining the Ohio Treasurer’s office, Marj served eight years as Deputy Director over audit and operations at the Ohio Department of Taxation and twelve years in the functional role of chief financial officer for Franklin County, Ohio. Her private sector experience includes audit manager at Coopers & Lybrand, and controller at HDR Power Systems (a publicly-traded manufacturing company).
Marj is a Summa Cum Laude graduate of The Ohio State University where she ranked third in the College of Business and was selected for a Pace Setter award. Marj obtained her CPA certification in 1990 and has served as President of the American Society of Women Accountants, Program Committee Chair for the Ohio Society of Certified Public Accountants, and Education Co-Chair for the Central Ohio chapter of the Association of Government Accountants.
Course Details: Excel/Power BI Data Analytics
Target Audiences: Intermediate (3-9 years of experience)
Category: Miscellaneous
Extending out Excel is about knowing what you want to use it for… 1. Data Storage 2. Data Cleaning 3. Data Analytics 4. Data Communication and how it fits within your workflow. This takes time to consider and think as part of a system. By itself, Excel is particularly useful for storage, analysis, communication, and data sharing. However, while very flexible, it is not good at everything (no tool is perfect, which is why extending out excel can be highly beneficial). Two Excel tools in particular can help expand out skills within and outside Excel into PowerBi and other MS products as needed… 1. Pivot Tables 2. Power Query
James Crumpler, BA History Centre College, MS Environmental Science Miami University, largely selftaught R, a smidge of Python, a piece of machine learning, and a healthy smattering of PowerBi, Power Automate, and lots of IT help from friends, coworkers, and reading
Course Details: GASB 96 SBITA
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will include a detailed discussion on the second of GASB’s one-two punch. Now that governments have implemented GASB 87, Leases, they will have to go through Round 2 with the implementation of GASB 96. We’ll discuss some of the similarities and differences between GASB 87 and 96, talk about lessons learned from GASB 87, and best practices for your implementation team. Be prepared to come to the session with questions and suggestions from your organization’s recent GASB implementations
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[email protected] 186 N High St
Gahanna, OH 43230
Phone: (614) 553-5232
Danny has over 15 years of governmental audit and consulting experience. He has significant experience with federal compliance requirements and has served as a technical report reviewer for government and single audits, including auditing clients with federal awards ranging from $1 million to over $300 million. Danny is a frequent presenter on GASB accounting standards and single audits.
Course Details: Procurement and Ohio Competitive Bidding Laws
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This training will provide an overview of the Uniform Guidance Federal Procurement under grant rules for recipients and subrecipients. We will exemplify how to apply the Federal standards in connection with Ohio Competitive Bidding laws. Specifically, we will cover: Uniform Guidance and Where do I Find it? § 200.403 Allowability Factors § 200.317 Procurement Requirements - States § 200.318(a) – (k) and 200.303 Procurement Requirements – General Procurement Standards § 200.319(a)-(f) Procurement Requirements – Competition § 200.320 Procurement Requirements – Methods Procurement Requirements – Procurement Claw § 200.321-.327 & § 200.215-.216 Procurement Requirements Written Policy and Procedure Requirements § 200.331 Subrecipient and Contractor Determinations Definitions and Characteristics: Beneficiary
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[email protected] 80 E Broad
Columbus, Ohio 43215
Phone: 614-466-4392
Marnie is the Assistant Chief Deputy Auditor for the Auditor of State’s Office, where she has proudly served the Office for more than 23 years.Marnie is well-versed in governmental accounting, auditing, and reporting requirements. In her role at the AOS, Marnie oversees special projects and assists in researching, consulting, interpreting, and implementing professional standards.Marnie’s specialties include: implementation and interpretation of Government Auditing Standards (the “Yellow Book”) and application of the federal Uniform Guidance Act.Most recently, Marnie has been very involved in special projects pertaining to the CARES Act and federal COVID-19 funding.In a similar role, Marnie lead the audit implementation of the American Recovery and Reinvestment Act of 2009 for the Auditor of State’s Office.
Marnie has Bachelors of Arts Degrees in Accounting and Business Administration, with a concentration in Management, from Mount Vernon Nazarene University.She serves on the AICPA’s Single Audit Roundtable and the National Association of State Auditors, Comptrollers, and Treasurer’s (NASACT) Single Audit Committee – two forums of key single audit stakeholders such as the AICPA, GAO, OMB, Federal Inspector Generals, and State Auditors, Comptrollers, and Treasurers that each meet twice per year in Washington D.C. to discuss single audit issues.Marnie is also a member of the Association of Government Accountants (AGA) and Ohio Government Finance Officers Association (GFOA), where she previously served on the Education Committee.
Course Details: Accounting in the Context of a Fragile Democracy
Target Audiences: Intermediate (3-9 years of experience)
Category: Miscellaneous
This will be a presentation about the challenges accountants face in a time that information and data are less trusted and/or even regarded as fake.
Jos Raadschelders has been a professor since 1983. In 2011 he accepted a position at the John Glenn College of Public Affairs at OSU. He served as associate dean of faculty (2013-2023) and serves since 2018 as faculty director of professional development. He is the incoming co-editor in chief of Public Administration Review, the largest PA-journal in the world. He has developed and provided custommade training for career civil servants, police, military, diplomats, and political officeholders since 1987. His research interests include the position and role of government in societies, comparative government, civil service systems, administrative history, and anything else that tickles his fancy
Course Details: Environmental, Social, and Governance
Target Audiences: Intermediate (3-9 years of experience)
Yvette is a Strategic Risk Practice Lead at Grant Thornton. She is an established risk management professional helping businesses protect value and drive growth through improved strategic and enterprise risk oversight.
Course Details: Auditing Standards Update
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This will be an interactive session with a Senior Manager from the AICPA’s Auditing and Attest Standards Team. Included will be a discussion of recently issued auditing standards including standards on accounting estimates, risk assessment, communications between predecessor and successor auditors, and group audits with an emphasis on standards that are effective for 2023 audit engagements. The session will also include a discussion on recently issued quality management standards and a special discussion on the auditor’s responsibilities with respect to supplementary informatio.
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[email protected] 2208 Mount Vernon Avenue
Alexandria, VA 22301
Phone: 7036846931
Michael P. (Mike) Glynn is a Senior Manager in the AICPA Audit and Attest Standards Team. In this capacity, Mike serves as the staff liaison to the Accounting and Review Services Committee (ARSC). In addition, Mike supports the activities of Auditing Standards Board (ASB) and its subcommittees by assisting members in drafting and deliberating authoritative professional standards and interpretations.Prior to joining the Audit and Attest Standards Team, Mike was a technical manager in the AICPA SEC Practice Section (SECPS). In that capacity, Mike supported the Quality Control Inquiry Committee (QCIC) by participating in deliberations of QCIC cases and participating in meetings with the Securities and Exchange Commission regarding the SEC’s oversight of the self-regulatory process. Prior to joining the SECPS, Mike was a technical manager in the AICPA Professional Ethics Divisio n.Prior to joining the AICPA in April 1998, Mike worked at Ernst & Young LLP in New York. Mike also serves as a member of the New York State Society of CPAs’ Accounting and Review Services Committee.Mike is a graduate of Pace University with a BBA in public accounting.
Course Details: Being an (Internal) Control Freak Can Be Valuable
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
Sometimes being a Control Freak is a good thing! In this session we will examine portions of the internal control environment of the City of Columbus. As stewards of public funds, it is important to us that we are intentional in protecting our assets, in ensuring compliance and in providing financial reports free from errors. We will share general concepts paired with practical application examples of preventative measures and monitoring, detection and corrective activities that are imbedded in our daily operational activities. We have a “belt AND suspenders” approach to internal controls that works well for us and we hope information from this session will assist attendees as they evaluate the internal controls in their own organizations
Susan (Sue) Odenweller is the Director of Financial Reporting for the City of Columbus. In her role, she leads the preparation of the City’s Annual Comprehensive Financial Report (ACFR). She is also charged with facilitating the financial and single audit process which Columbus completes within 90 days of the City’s December 31st year-end. Sue’s entire career has been in government finance. She has spent over ten years in the public sector where she manages and prepares the ACFR, as well as performing operational and oversight duties. Prior to this, she worked in the private sector with a regional public accounting firm, leading many financial audits, single audits, and accounting services for various local governmental entities. Sue has a Bachelor of Science in Accounting from the University of Northwestern Ohio. She is a Certified Public Accountant and Certified Fraud Examiner. Sue is a member of the AICPA, OSCPA, GFOA, Ohio GFOA and ACFE.
Michelle Hostetler serves as the Director of Accounting and Operations for the City of Columbus Auditor’s office. She has been with the City Auditor’s office for over 13 years and has over 19 years of experience in local government fiscal leadership. The bulk of her career has been spent leading fiscal teams through change to achieve objectives, improving organizational processes and developing policy with the goal of increased efficiency and transparency. Prior to joining the City of Columbus, Michelle spent five years as an Accountant for Fidelity Financial, after having relocated to Ohio from Missouri where she had served as Systems Administrator for the Personal Property Department for the Clay County Assessor’s office
Course Details: Expanding Grant Capacity: Keys to Effective Financial Grants Management
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will discuss the financial aspects required to effectively manage federal grants and stay compliant with federal regulations. Participants will learn about federal financial concepts to include cash management, allowable costs, match, grant accounting, interest, direct versus indirect costs, grant award relationship, Federal Funding and Transparency Act reporting, single audit, and program income. In addition, tips for applying for grant opportunities will be discussed
Stacie is a State Accounting Manager 3 for the Ohio Office of Budget and Management (OBM). In her current role, she serves as the lead in Ohio’s Enterprise Grants efforts to include the implementation of an Enterprise Grants Management System and coordinating a grants management community of practice. Stacie previously worked for the Ohio Department of Public Safety, Ohio Emergency Management Agency as an Administrative Officer over the Administration Division. In her role, she was responsible for Finance and Grants Administration. Other experience includes work as an Assistant Auditor for the Ohio Auditor of State and an Internal Auditor for the Ohio Department of Public Safety. She has a Bachelor of Science in Accounting from The Ohio State University and a Master’s in Business Administration from Ashland University. She is a member of the National Grants Management Association and the Central Ohio Chapter of the Association of Government Accountants.
Course Details: Investments - Finding Certainty during Uncertain Times
Target Audiences: Intermediate (3-9 years of experience)
Category: Investments
The Federal Reserve has embarked on the fastest interest rate hike cycle in the past 40 years. This session will explore the factors now driving the current interest rate environment while providing strategies to employ to position your investment portfolio to generate sustainable interest income.
Scott holds a B.S. in Finance from Otterbein University and is a Chartered Market Technician (CMT). He has over 10 years of investment experience including fixed income trading, portfolio strategy development and credit research. Scott works directly with clients to implement and maintain investment objectives, manage cash flows, and provide advice to drive investment results.
Course Details: Update on Standards for Attestation Engagements and Reviews, Compilations, and Financial Statement Preparation Engagements
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This will be an interactive session with a Senior Manager from the AICPA’s Auditing and Attest Standards Team. Included will be a discussion of recently issued attestation standards as well as current projects to provide guidance for practitioners engaged to perform engagements on emerging subject matter areas. Also included will be a discussion of best practices for reviews, compilations, and financial statement preparation engagements, including the evidence required to issue a review report and best practices with respect to effective analytical procedures. The discussion will also include guidance for when an accountant is required to perform a preparation engagement in accordance with AR-C section 70
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[email protected] 2208 Mount Vernon Avenue
Alexandria, VA 22301
Phone: 7036846931
Michael P. (Mike) Glynn is a Senior Manager in the AICPA Audit and Attest Standards Team. In this capacity, Mike serves as the staff liaison to the Accounting and Review Services Committee (ARSC). In addition, Mike supports the activities of Auditing Standards Board (ASB) and its subcommittees by assisting members in drafting and deliberating authoritative professional standards and interpretations.Prior to joining the Audit and Attest Standards Team, Mike was a technical manager in the AICPA SEC Practice Section (SECPS). In that capacity, Mike supported the Quality Control Inquiry Committee (QCIC) by participating in deliberations of QCIC cases and participating in meetings with the Securities and Exchange Commission regarding the SEC’s oversight of the self-regulatory process. Prior to joining the SECPS, Mike was a technical manager in the AICPA Professional Ethics Divisio n.Prior to joining the AICPA in April 1998, Mike worked at Ernst & Young LLP in New York. Mike also serves as a member of the New York State Society of CPAs’ Accounting and Review Services Committee.Mike is a graduate of Pace University with a BBA in public accounting.
Course Details: Wildebeest, Tigers, and Cy Oh My!
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
A case study related to a criminal investigation and special audit performed by the Ohio Auditor of State’s Special Investigation Unit that led to the conviction of a former Township Fiscal Officer.
Rich is a Senior Forensic Audit Manager with the Ohio Auditor of State’s Special Investigations Unit and is a Certified Fraud Examiner. Rich began working with the Auditor of State’s office in 2000 and worked as an assistant auditor and audit manager in the financial audit division. In 2011, Rich joined the Special Investigations Unit. During his time with the Special Investigations Unit, Rich has worked on criminal investigations that have led to 29 convictions of government employees resulting in more than $3 million in restitution and findings for recovery.
Darrin is a Forensic Audit Manager with the Ohio Auditor of State’s Special Investigations Unit and is a Certified Fraud Examiner. Darrin began working with the Auditor of State’s office in 2008 and worked as an assistant auditor and audit manager in the financial audit division. In 2018, Darrin joined the Special Investigations Unit.
Course Details: JFS Programs and Cost Pools
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will cover Job and Family Service Programs and the methods for allocating expenditures. In addition, we will discuss how to consolidate the information for auditing purposes.
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n/a 88 E. Broad Street
Columbus, Ohio 43215
Phone: zzz.zzz.zzzz
Teresa Hicks is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office. She has held various other positions as well in her over 21 years with the Auditor’s office, ranging from intern to Assistant Audit III. Teresa’s areas of specialty include federal grants, Agreed Upon Procedure Engagements and Basic Audits. She is currently the Center’s Single Audit Coordinator.
Teresa has a Bachelor of Arts in Accounting from the Bethany College and a Master degree in Business Administration from Franciscan University of Steubenville. She is a member of the Central Ohio Chapter of the Association of Government Accountants (AGA) and the AICPA. Teresa is also a member of the Single Audit Committee for the National State Auditors Association (NSAA).
Course Details: Leadership & Accountability
Target Audiences: Intermediate (3-9 years of experience)
Category: Miscellaneous
Ever consider how strong the link is between leadership and organizational culture? How well does your organization or team focus on understanding what each team member is good at and ensuring the team knows the "Why"? This session will focus on leadership, traits and skills exemplified in leaders, and discuss how to create trust and accountability to improve performance and results. The linkage of accountability, responsibility, leadership, and culture will also be discussed – including why accountability matters, and how it applies to individuals as well as teams/organizations.
Jim is a Principal in the CliftonLarsonAllen LLP (CLA) Specialized Advisory Services group. He has over 25 years of experience and is a graduate of Carnegie Mellon University. Jim has held roles of Chief Risk Officer, General Auditor, and others. His focus has primarily been in the governmental sector and healthcare industries. He currently serves as CLA’s National Leader for IT & Risk Management Services within State & Local Government. He is a Certified Information Systems Auditor, Certified in Risk Management Assurance, and a Certified Financial Services Auditor.
Course Details: Debt TBA
Target Audiences: Intermediate (3-9 years of experience)
Course Details: Cybersecurity- Risks, Trends, and Call to Action
Target Audiences: Intermediate (3-9 years of experience)
Category: Security
Cybersecurity is on everyone’s radar. Yet the number of incidents, breaches, and ransomware continue to rise. This session will focus on the current trends and risks, as well as ways in which organizations and staff can better mitigate risks, including effective collaboration of management with IT, and some low cost and pragmatic practices and controls to consider to help address this increasing threat of cyber incidents.
Jim is a Principal in the CliftonLarsonAllen LLP (CLA) Specialized Advisory Services group. He has over 25 years of experience and is a graduate of Carnegie Mellon University. Jim has held roles of Chief Risk Officer, General Auditor, and others. His focus has primarily been in the governmental sector and healthcare industries. He currently serves as CLA’s National Leader for IT & Risk Management Services within State & Local Government. He is a Certified Information Systems Auditor, Certified in Risk Management Assurance, and a Certified Financial Services Auditor.
Course Details: GASB Update
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will provide an overview of the GASB pronouncements that will become effective in the coming year. Including: • GASB 94 Public-Private and Public-Public Partnerships and Availability Payment Arrangements • GASB 100 Accounting Changes and Error Corrections • GASB 101 Compensated Absences This session will also take a look at GASB’s Implementation Guide 2021-1
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[email protected] 101 Central Plaza South
Canton, OH 44702
Phone: (330) 438-7608
Tracie McCreary serves as a Chief Project Manager for the Local Government Services Section of the Auditor of State’s Office. She has twenty years of experience with local governments. Tracie provides technical support related to Generally Accepted Accounting Principles and AICPA reporting standards.
Course Details: Inclusive Leadership in a Hybrid Environment
Target Audiences: Intermediate (3-9 years of experience)
Category: Miscellaneous
Inclusive leadership looks different in a hybrid work environment. The hybrid environment spotlights unique challenges with achieving fairness, managing performance, and maintaining cultural cohesion. This session will explore practices that leaders can use when designing hybrid policies and navigating new ways of working
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[email protected] 4249 Easton Way
Suite 150
Columbus, OH 43219
Phone: 8006862727
Crosby is the Director of Learning for The Ohio Society of CPAs. In her role, she is responsible for oversight of the strategy and planning for the over 400 learning products and services offered by OSCPA. Prior to her work with the society, she was the Founder and President of Petra Learning LLC, a professional training and development company and was a full-time faculty member at Columbus State Community College (CSCC) teaching Financial Accounting, Managerial Accounting, and Auditing. Crosby was an Executive Director in the Advisory Risk Practice of Ernst Young, LLP. She spent 14 years at EY leading various types of internal audit, internal control, finance, and enterprise risk management projects. She has helped numerous companies define and implement processes and procedures to comply with new financial accounting standards and calculate the impact of adoption. Crosby is a CPA licensed in PA and OH, a Certified Treasury Professional, and a member of the IIA, AICPA, Ohio Society of CPAs, American Society for Training and Development, and the National Association of Women Business Owners. She received her B.S.B.A. in Accounting from Duquesne University and her MBA from Franklin University.
Course Details: Environmental Disasters Panel
Target Audiences: Intermediate (3-9 years of experience)
Category: Miscellaneous
Environmental Disaster Panel Discussion: What do we do now? A key element to successfully responding to and recovering from a major environmental disaster is the overall preparedness of federal, state, and local governments, not-for-profit support organizations, and the members of the affected community. This session will bring together panel members from various state agencies, local governments, and the Red Cross to discuss their roles in environmental and natural disasters. The session will cover a wide range of topics, including immediate response and evacuation, short- and long-term recovery efforts, and potential financial implications.
Captain Pete Angelas has been an Ohio Department of Natural Resources officer for 17 years. For the past eight years, he has served the ODNR Office of Law Enforcement in emergency management and internal affairs roles. Captain Angelas graduated from the North Central State College Police Academy in 2004 and has held several different positions in traditional and natural resources law enforcement.
Alicia Silverio is the Manager for the Ohio Department of Natural Resources Floodplain Management Program and the State of Ohio’s National Flood Insurance Program (NFIP) Coordinator. She oversees the implementation and administration of the NFIP throughout the State of Ohio by working to support community compliance, providing technical assistance, and promoting professional development. Alicia is a Certified Floodplain Manager as recognized by the Association of State Floodplain Managers (ASFPM) and Past Chairman of the Ohio Floodplain Management Association (OFMA). She holds a Bachelor of Science degree in Natural Resources (Environmental Science) from The Ohio State University, Columbus, Ohio (1999). Ms. Silverio has been with ODNR’s Floodplain Management Program since 1999.
Ms. Sima Merick was appointed Executive Director of the Ohio Emergency Management Agency, a division of the Ohio Department of Public Safety, in June of 2015. A 38-year veteran of the Department of Public Safety, Ms. Merick served as Assistant Director for Ohio EMA from 2011 until her appointment as Director. Previously she served as a Grants Administrator and Chief of the Mitigation Branch, and Administrator over Recovery, Fiscal, Preparedness Grants and Mitigation Branches within Ohio EMA. In this capacity she had oversight and responsibility for a wide range of state and federal grant programs totaling more than half a billion dollars. Ms. Merick serves as Chair of the Utilities Radiological Safety Board, an Executive Committee Member of the State Interoperable Emergency Communications Committee, a member of the Ohio Homeland Security Advisory Council, a co-chair of the State Emergency Response Commission, a member of the Governor’s Executive COVID Response team where she served as co-lead for the type 1 Community Vaccination Center at Cleveland State University and is active in the unified command response and recovery of the East Palestine train derailment. She is an active member of the National Emergency Management Association (NEMA) where she has served on numerous committees including two terms as President during the COVID outbreak response and currently serves as the immediate Past President. An acknowledged national leader among her peers at local, state, and federal emergency management agencies, Ms. Merick is often sought out for her expertise and knowledge in program and grant administration. Within the agency, she is sought after as a sounding board and mentor for junior staff.
Peter Novotny is the Assistant Chief for the Ohio Department of Natural Resources, Division of Wildlife. Peter has served in multiple leadership roles during his 28-year career as a commissioned wildlife officer and currently oversees law enforcement, fiscal, and administration for the Division. Peter was the primary contact for the impact on wildlife from the East Palestine derailment. A fellow of the National Conservation Leadership Institute, he has been a noteworthy leader in adaptive work and institutional agency change. Peter received a Bachelor of Arts degree in biology from Wittenberg University in Springfield, Ohio.
Course Details: Federal Update
Target Audiences: Intermediate (3-9 years of experience)
Category: Accounting & Auditing
This session will cover an array of Federal topics including 2023 OMB Compliance Supplement updates (with a focus on updates related to IIJA funding), Treasury guidance on expanded uses of State and Local Fiscal Recovery Funding, updates to 2023 FACCRs, and other Federal hot topics.
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n/a 88 E. Broad Street
Columbus, Ohio 43215
Phone: zzz.zzz.zzzz
Teresa Hicks is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office. She has held various other positions as well in her over 21 years with the Auditor’s office, ranging from intern to Assistant Audit III. Teresa’s areas of specialty include federal grants, Agreed Upon Procedure Engagements and Basic Audits. She is currently the Center’s Single Audit Coordinator.
Teresa has a Bachelor of Arts in Accounting from the Bethany College and a Master degree in Business Administration from Franciscan University of Steubenville. She is a member of the Central Ohio Chapter of the Association of Government Accountants (AGA) and the AICPA. Teresa is also a member of the Single Audit Committee for the National State Auditors Association (NSAA).
Amanda Stidham is a Senior Audit Manager who has been with the Ohio Auditor of State’s Office for six years. She and her team perform audits of schools and local governments within the Dayton region, with a focus on Montgomery County.
Course Details: Best Intentions: Why You Fail to Do What’s Right
Target Audiences: Intermediate (3-9 years of experience)
Category: Ethics
A primary reason we fail to do what’s right is that we neglect to see the important ethical aspects of a situation in the first place. Therefore, training our brains to notice the moral and ethical facets of our environment is critical to ethical reasoning. When we are aware of the ethical aspects of a situation, we lack objectivity about our own ethical views and rationalize behavior that supports those views. This class explains the psychology behind why we fail to detect the ethical parts of a decision and what we can do to gain awareness and objectivity to improve ethical reasoning.
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[email protected] 8150 Corporate Park Dr Suite 200
Cincinnati, Ohio 45242
Phone: 513-878-6695
Toby researches ways people in complex, data intensive professions can achieve cognitive breakthroughs to improve their critical thinking and problem-solving skills.He focuses on social cognitive skills that help expert teams achieve deeper insights for high-stakes decision making. A popular speaker amongst leading organizations in industry, government, and academia, Toby works with experts that provide society's most critical services including the audit, intelligence, investigative, legal and medical communities.
Toby holds a PhD in psychology, an MA in industrial-organizational psychology, and is a past CPA trained in a unique combination of forensic psychology and forensic accounting. His research, commentary and story have been featured on media outlets such as NPR, in numerous professional journals, and is studied by leading researchers around the world.
