Ohio State Seal Logo

OAPT 2021 Annual Conference

Educational Sessions and Networking Events Relevant to Public Finance Officers and their Assistants

Ohio Association of Public Treasurers (OAPT)
Sal Talarico, Director of Education
(440) 915-2057
[email protected]
10/6/2021 - 10/8/2021
14
Embassy Suites, Dublin, Ohio
5100 Upper Metro Place
Dublin, OH 43017
Sal Talarico
Director of Education
OAPT
440-915-2057
[email protected]

Wednesday 10/6/2021

12:00 PM - 1:00 PM
Course Name Speaker(s) Hours Available
Applying Best Practices when Making Investment Decisions Jason Click, President Public Funds, Meeder Investment Management, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
Cost Management Strategies in Health Insurance for Public Entities 1 View
2:30 PM - 3:30 PM
Course Name Speaker(s) Hours Available
Public Theft/Embezzlement Sara Costanzo (Donnersbach), Attorney/Shareholder, Weltman, Weinberg & Reis, Co. LPA 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Leveraging technology and process to improve internal controls Tom Mitchell, President & CEO, Bonefish Systems, CLINT PELFREY, VICE PRESIDENT, BONEFISH SYSTEMS 1 View
4:30 PM - 5:30 PM
Course Name Speaker(s) Hours Available
The Next Frontier – Step Aside Jetsons, We Have a New Future Workplace Catherine F. Burgett, Member, Frost Todd Brown LLC 1 View

Thursday 10/7/2021

9:30 AM - 10:30 AM
Course Name Speaker(s) Hours Available
The Ohio Ethics Law: Building a Culture of Integrity Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission 1 View
11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Don’t get caught up “S” Creek without an effective investment plan Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group 1 View
1:00 PM - 2:00 PM
Course Name Speaker(s) Hours Available
GASB Roundtable Alyssa Kerker, Adjunct Professor, Franciscan University of Steubenville 1 View
2:00 PM - 3:00 PM
Course Name Speaker(s) Hours Available
From Relief to Recovery – How the Coronavirus State and Local Fiscal Recovery Funds Differ from Coronavirus Relief Funds Stacie Massey, State Accounting Manager 3, Ohio Office of Budget and Management 1 View
3:30 PM - 4:30 PM
Course Name Speaker(s) Hours Available
Current cybersecurity and payment threats; Best practices and Insurance strategies to reduce risk Don Boian, Cybersecurity Outreach Director, Huntington Bank, Ashley Bauer, Marketing Manager, Commercial Lines, Huntington Insurance 1 View
4:30 PM - 5:30 PM
Course Name Speaker(s) Hours Available
Benefits of cloud computing Kevin Nye, Regional Account Manager, Software Solutions, Inc. 1 View

Friday 10/8/2021

9:00 AM - 10:00 AM
Course Name Speaker(s) Hours Available
Bond Issuance and Structuring Considerations in Today’s Market Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Steve Szanto, Managing Director, Sudsina & Associates. LLC, Michael Prcela, Senior Vice President - Public Finance, Sudsina & Associates, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC 1 View
10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Your responsibilities as a fiduciary of a Governmental 457 Retirement Plan 1 View
11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Check Security JULIE FLEISCHER, ACCOUNT EXECUTIVE, SAFEGUARD 1 View
Ohio State Seal Logo
Disclaimer
Privacy Statement
© 2021 Office of the Ohio Treasurer