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CPIM 2021 Virtural Conference

Please Register on Zoom and not on MYCPIM

Below is a comprehensive list of the courses that will be offered during this year’s conference. You can register for a course by selecting each session’s corresponding “REGISTER HERE” link. When registering for a course, please enter your name as it appears within the MyCPIM portal: 

Tuesday, September 28th:

Basics of Investing: 10:00 am – 11:00 am

This course is designed to review all the investment options for Ohio public entities as allowable under Ohio Revised Code Chapter 135. Best practices and an update on the current market will also be discussed. The course is suitable for those in the first few years of their career or anyone needing a refresher in public funds management. REGISTER HERE

Basics of Borrowing: 2:00 pm – 3:00 pm

This session will introduce participants to public finance. Presenters will generally define debt and outline its purpose and limitations per state law. Attendees will also learn about various types of debt and financing, including notes and bonds; lease obligations; and loans. Last, the presentation will provide an overview of credit ratings and the roles involved in borrowing. REGISTER HERE

Wednesday, September 29th: 

Cash Flow Forecasting: 10:00 am – 11:00 am  

The course recaps and expands on the Cash Flow Forecasting presentation that was provided during the 2020 CPIM Virtual Conference. The course will cover the basics of forecasting but expands on examples, scenarios, and additional items to consider when preparing a forecast. Attendees will also learn about a few best practices for presenting the information to those making the decisions. REGISTER HERE

Continuing Disclosure and Who’s Who in a Bond Issue: 2:00 pm – 3:00 pm    

Continuing disclosure obligations are an area of increased investor and regulatory focus. This session will help attendees understand their obligations and provide best practices for ensuring timely and accurate compliance, especially with regard to recently enacted changes to required disclosures. In addition, the presentation will provide information about the professionals involved in a bond issue and their roles. REGISTER HERE

Thursday, September 30th:

Electronic Banking Panel Discussion: 10:00 am – 11:00 am 

This panel discussion focuses on the current and future changes in the banking landscape that have been brought on by the COVID-19 pandemic, as well as shifts in consumer needs and security threats. REGISTER HERE

Understanding the US Government Agency Security Marketplace: 2:00 pm – 3:00 pm

This course will review the various US Government Agencies, aka Government Sponsored Enterprises (GSEs), and the types of securities they issue. Attendees will be presented with a thorough look at the structures of security offerings, ways to compare them to other eligible investments, and discuss how Agency debt should (or should not) be used in your portfolio. REGISTER HERE

Friday, October 1st:

Fraud Prevention: 10:00 am – 11:00 am

This session provides attendees with the opportunity to learn about several current forms of fraud, including Business Email Compromise (BEC); payment fraud; and paper check fraud. The presentation will provide an overview of current threats and detail best practices to reduce the risk of falling victim. REGISTER HERE

COVID Federal Funding & Single Audit Update 1:00 pm – 2:30 pm 

AOS Single Audit Update - The American Rescue Plan Act (ARPA) of 2021 created the Coronavirus State and Local Fiscal Recovery Funds (SLFRF) program to deliver $350 billion for state, territories, municipalities, counties, and Tribal governments much needed aid. This session will highlight key components of ARPA, including SLFRF, and provide guidance to local governments on how to prepare for Single Audits that include COVID-19 federal assistance. REGISTER HERE



TOS Webinars
Mark Margolies
614-466-8441
[email protected]
9/28/2021 - 10/1/2021
8.5
Webinar
Webinar
Webinar, OH 43215
Margolies Mark
CPIM Officer
Treasurer of State
614-466-8441
[email protected]

Tuesday 9/28/2021

10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Basics of Investing Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Basics of Borrowing Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Director, Baketilly Municipal Advisors 1 View

Wednesday 9/29/2021

10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Cash Flow Forecasting James Christopher McCoy, Assistant Chief Project Manager, Auditor of State's Office 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Continuing Disclosure and Who’s Who in a Bond Issue Andrew Laskey, Vice President, RBC Capital Markets, Marc Kamer, Legal Counsel, Dinsmore & Shohl LLP 1 View

Thursday 9/30/2021

10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Electronic Banking Panel Discussion Bryan White, Vice President, Relationship Manager, Public Finance, PNC Bank 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
Understanding the US Government Agency Security Marketplace Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group, Jim McCourt, Portfolio Manager, Meeder Investment Management 1 View

Friday 10/1/2021

10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Fraud Prevention Don Boian, Cybersecurity Outreach Director, Huntington Bank 1 View
1:00 PM - 2:30 PM
Course Name Speaker(s) Hours Available
COVID Federal Funding & Single Audit Update Marnie Fredrickson, Assistant Chief Deputy Aduditor, Ohio Auditor Of State 1.5 View
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