[email protected]
525 Vine Street
20th Floor CN01
Cincinnati, OH 45202
Phone: (513) 762-1836

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In her role as Treasury Management Sales Advisor, Amy specializes in assisting clients and prospects to optimize their cash cycle with customized treasury management solutions.  Amy began her banking career in 1977 and spent over 20 years in branch and bank operations management with the most recent 17 years spent in treasury management sales.  Amy earned her professional designation as a Certified Treasury Professional from the Association for Financial Professionals in 2003.  Amy is active with the Heart Association, March of Dimes, American Cancer Society and Southwest Ohio Association for Financial Professionals (SWOAFP).   Amy has served on the SWOAFP board since 2002 and was president from 2009-11.  Amy serves as a mentor in Huntington’s Mentoring Program in the Southern Ohio-Northern Kentucky Market.

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[email protected]
41 S. High Street
HC0810
Columbus, Ohio 43215
Phone: 614-480-4368

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Gail is a Vice President in our Payables Product Group.  She has been with Huntington Bank for over 5 years and supports clients in the Southern Ohio / Kentucky and Indiana markets for electronic payables including Integrated Payables, Virtual Cards, Straight Through Card Processing, Commercial Cards and expense reporting.  
Prior to joining Huntington Bank, Gail was at Fifth Third Bank for over 10 years.  There she worked as a Relationship Manager and Payable Product Specialist.  As a Relationship Manager, she called on public entities and non-profit organizations. Before working at Fifth Third Bank, Gail was a Commercial Card Specialist at Provident Bank in Cincinnati, Ohio and worked with American Express for over 7 years.  
Gail’s formal education is in Business and Accounting, a field she worked in for several years as a Controller and General Ledger Accountant.  This experience provides a very useful understanding of accounting processes to her clients today.

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[email protected]
7232 E. Main Street
Reynoldsburg, Ohio 43068
Phone: 614.322.6801

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Stephen Cicak serves as the Chief Financial Officer for the City of Reynoldsburg.

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[email protected]
10 N. First St.
Miamisburg, Ohio 45342
Phone: 937-847-6461

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Finance Director, City of Miamisburg.

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[email protected]
36080 Chester Road
Avon, Ohio 44011
Phone: (440) 937-7806

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Finance Director, City of Avon.

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[email protected]
621 W. Broad Street
Suite 2F
Pataskala, OH 43062
Phone: (740) 964-6274

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Mr. Nicholson graduated from Miami University (Oxford, Ohio) with bachelor’s degrees (BS) in Finance and Accountancy and received his Master of Business Administration (MBA) from the University of Dayton. Jamie currently serves as the Director of Finance for the City of Pataskala, Ohio and has over 18 years’ experience in governmental accounting and finance. Prior to entering public service, he was employed in the banking sector in a variety of financial and project management positions. Mr. Nicholson served for three years as a member of the national GFOA’s Executive Board and was an ex officio member of the organization’s Budgeting & Fiscal Policy committee.  Additionally, he served for 6 years on the GFOA’s Treasury & Investment Management (TIM) committee and served as a CAFR reviewer on the Special Review committee. Jamie is a regular presenter at national and Ohio GFOA conferences, webinars and training classes, and has co-authored several articles in the GFOA’s Government Finance Review.  He is a Past-President for the Ohio GFOA and has been active member of the Ohio GFOA’s Education Committee for more than 17 years.   

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[email protected]
400 W. Johnstown Road
Gahanna, OH 43230
Phone: (614) 471-4494

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Nancy White has held the position of Mifflin Township Fiscal Officer, Franklin County, for 32 years.  She has also served with the Franklin County Township Association, Mid-Ohio Regional Planning Commission chair, and current chair of the Franklin County Planning Commission and a member of the OTARMA (Ohio Township Association Risk Management Authority) Board of Directors.  She is past president of the Ohio GFOA and is a current member of the Education Committee. 

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[email protected]
2111 Snow Road
Parma, Ohio 44134
Phone: (216) 749-9511

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Robert William Dolan (Bob) has been working in the accounting profession for approximately 42 years.   He graduated from Cleveland State University in June 1990 after spending fifteen years (part full time, part night school) working towards his bachelor’s degree in Business Administration, with a major in Accounting.    Bob received his certificate as a Certified Public Accountant in 1996 and is currently active. He has spent the last twenty-three years in the public sector.  Bob was employed with the City of Cleveland for eight years where he served in the positions of City Controller and Deputy Commissioner of Accounts.   Currently he is the Assistant Finance Director and Deputy Fiscal Officer for the Cuyahoga County Public Library.  Bob currently sits on the Ohio Educational Credit Union Board, serves on the Ohio GFOA Education Committee, served on the Board of the Public Library Employees Credit Union (2006 – 2010), and has been active with different functions involving his Church, including coaching Track and Cross Country.  He is widowed from his wife Debbie and has two Children, Robert A. Dolan (Age 38) and Kathryn L. Justice (Age 35).  He is also a grandfather to Alyssa (Age 18), Lauren (Age 16), and Acadia (Age 7) who are his daughter’s children.

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[email protected]
180 Office Parkway
Pittsford, NY 14502
Phone: 5854840311

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Alex was most recently an analytics consultant for a BlueCross BlueShield health plan.  In his role, he collaborated with leaders in the care management division to quantify the value of the services they provide to the members of the health plan.  Prior to starting his full-time professional career, Alex spent 7 months as an analyst intern for three+one.  He went on to graduate summa cum laude from St. John Fisher College with a degree in Economics.  Upon graduating, he received the St. John Fisher College Award in Economics for demonstrating outstanding academic success in the area of Economics, and the Honors Award for Academic Achievement for having great academic success in the Honors Program.  During his senior year at St. John Fisher, Alex was a member of a five student team that placed first in a Deloitte national tax case competition which featured over 50 participating colleges and universities from across the United States.  He is currently pursuing his Masters in Public Administration from Marist College.    

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[email protected]
41 South High Street
Suite 1500
Columbus, OH 43215
Phone: (614) 495-3960

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Andrew Deye serves as Senior Director at JobsOhio.  In this role, Andrew oversees strategy, business development and research functions in support of JobsOhio’s nine targeted industries.  Previously, Andrew worked in investment banking for 8 years most recently as a Vice President at Greenhill & Co.  At Greenhill, and previously at Morgan Stanley in New York and Chicago, Andrew evaluated, structured and negotiated a wide variety of public-private partnership ("P3"), M&A and financing transactions.  A Cincinnati, Ohio native, Andrew graduated from Georgetown University with a BS in business administration and obtained an MPA from the John F. Kennedy School of Government at Harvard University. 

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[email protected]
41 S. High Street
15th Floor
Columbus, Ohio 43215
Phone: 614-495-3960

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Matt Waldo serves as Director of Research and Analysis at JobsOhio. In this role, Matt leads competitive intelligence research at JobsOhio, the state’s private economic development corporation. Since its creation, JobsOhio and its partners have successfully served over 2,500 companies including over 450 new-to-Ohio investments. 

Previously, Matt led strategic research in economic development and higher education for 10 years, most recently starting and managing an economic and workforce development consultancy. Prior to that, Matt led research for the Central Indiana Corporate Partnership, the Indianapolis Chamber of Commerce, and Ivy Tech Community College. During that time, Matt developed and taught the first graduate course in Sustainable Metropolitan Development at Indiana University, and was elected to the Board of Directors of the Council for Community and Economic Research (C2ER).

Matt has expertise in business intelligence, labor markets, tax and incentive policy, economic impact analysis, urban planning, and strategic planning. Matt has authored more than two-dozen reports, twice winning national awards from C2ER for Research Supporting Business Development. Most recently Matt authored “A Data-Driven Guide to Business Retention and Expansion Programs” for the Ohio Economic Development Institute (October 2018). This paper continues as part of the curriculum for the Ohio Certified Economic Developer credential.

Matt received his bachelor’s and master’s degrees in public affairs from Indiana University, and is certified by the Ohio Economic Development Institute, Economic Modeling Specialists International, and IMPLAN Group.  Matt and his family reside in Delaware, Ohio.

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[email protected]
2525 North Limestone
Suite 103
Springfield, OH 45503
Phone: (937) 399-2000

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Larry Weeks’ primary area of expertise is auditing government agencies. Prior to joining the Firm, he was employed by the Auditor of State’s office for approximately nine years, where he was responsible for managing and performing audits on all types of local governments; including cities, counties, colleges and universities and schools.

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[email protected]
4600 McAuley PL
#510
Cincinnati, Ohio 45242
Phone: 513-314-9633

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Mr. Baldwin is a Senior Account Executive with Enterprise Fleet Management for the Central/ Southern Ohio Region and has been with Enterprise for 14 years.  He focuses on bringing new customers onboard that are looking for assistance in handling their fleet budgeting issues. He served in the US Marine Corps right out of high school.  Post Active Duty, Jeremy graduated from Miami University with a Bachelor’s Degree. He is married with two daughters and one son, ages 5, 3 and.  He resides in Loveland, Ohio.

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[email protected]
4600 McAuley PL
#510
Cincinnati, Ohio 45242
Phone: 216-214-7979

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Mr. Whetzel has been with Enterprise for over 24 years.  He is a Senior Account Executive with the Fleet Management division in the Northern Ohio area.  He focuses on bringing new customers onboard that are looking for assistance in handling their fleet budgeting issues, while providing essential reporting to owning and operating a fleet of vehicles.  Matt received his bachelor’s degree from Marietta College and is married with two girls ages 6 and 8.  He resides in Wadsworth, Ohio.

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[email protected]
694 East Washington Street
Medina, OH 44258
Phone: (330) 722-8222

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Chad Gorfido is in charge of and manages governmental and not-for-profit audits. He is also responsible for day-to-day audit, client communications and ensuring the timely completion of every audit we take on.  Chad’s topics/areas of expertise include internal control effectiveness and efficiencies, A-133 audits, governmental GAAP accounting, charter school operations and accounting, and audit methodology.  He earned his bachelors’ degrees from Kent State University in accounting and finance and obtained his advanced single audit certification in 2016.

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[email protected]
4200 Springdale Road
Colerain Township, Ohio 45251
Phone: 513.923.5016

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Jeff Weckbach, Assistant Administrator of Colerain Township, OH is a leader in communicating timely and relevant financial and non-financial information to stakeholders and the public. 

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[email protected]
41 S High St
2000 Huntington Center
Columbus, OH 43215
Phone: 614.365.2796

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Tony Core’s practice focuses on working with the State of Ohio, counties, municipalities, townships, port authorities, school districts, hospitals and other 501(c)(3) entities, serving as bond counsel and underwriter’s counsel on general obligation, revenue and tax increment financings, and advising governmental entities in connection with economic development projects.

Prior to beginning his legal career, Tony served for several years as a constituent aide in the Ohio Senate for several senators, providing him his first experience of public service and working with governmental entities.

Tony began his legal career with Squire Patton Boggs, where after several years, he left the firm to serve as a State Representative in the Ohio House of Representatives. Tony served as a representative for more than nine years, including serving as Chairman of a Finance Subcommittee through several state budgets. Tony then served as a County Commissioner for nine years, before returning to the firm. He has served as the municipal attorney for several villages and general counsel for a school district. Tony now leverages the extensive state and local government experience he has gained to benefit clients.

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[email protected]
6500 Taylor Rd
Suite A
Blacklick, OH 43004
Phone: (614) 863-0045

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Heidi M. Fought

Director of Governmental Affairs, Ohio Township Association

Ms. Fought joined the Ohio Township Association in 2000.  She graduated from Muskingum College where she earned a bachelor’s degree in Political Science.  Her
responsibilities at the State Association include legislative liaison between OTA membership and members of the Ohio General Assembly, testifying before House and Senate Committees, publishing weekly legislative updates, tracking State and Federal legislation relating to township and township residents, writing articles for OTA publications, organizing educational workshops for OTA members, administrative support for Coalition of Large Ohio Urban Township (CLOUT), Ohio Township Administrators Network (OTAN), Township Law Directors’ Group and Township Zoning Inspectors’ Group and serving on behalf of the OTA as a member on various task forces and advisory committees.

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n/a
88 E. Broad Street
Columbus, Ohio 43215
Phone: zzz.zzz.zzzz

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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).  

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[email protected]
250 S. High Street
Suite 100
Columbus, OH 43215
Phone: 614-222-9133

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Danny has over 11 years of experience in auditing and consulting services for the higher education and governmental practices. Danny is a member of the firm’s professional standards team with a focus on governmental clients and single audits—in this role, he is also the firm’s lead on GASB 68/75 for the three State of Ohio cost-sharing pension/OPEB plans. Danny is a member of the Government Finance Officers Association, the Association of Government Accountants, the Ohio Society of CPAs, and the American Institute of CPAs.

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[email protected]
3000 Town Center
Suite 100
Southfield, MI 48075
Phone: 248.223.3840

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Brian is a partner with Plante Moran and has more than 22 years of experience working with governmental organizations, including counties, cities, townships, villages, libraries, retirement systems, and authorities.  As the industry leader for Plante Moran Governmental Accounting Professionals (PMGAP), he oversees a team of 22 accountants and serves 60-plus governmental organizations per year. In addition to preparing organizations for the annual audit, creating municipal budgets and water and sewer utility rate models, and designing new chart of accounts, his team recently created a financial health assessment tool for economically troubled governments.  He is a frequent presenter for municipal organizations on topics as wide-ranging as the latest GASB pronouncement to Government succession planning.   When not performing government accounting miracles, Brian enjoys coaching his kids’ sports teams and spending time in the great outdoors.

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[email protected]
621 W. Broad Street
Suite 2F
Pataskala, OH 43062
Phone: (740) 964-6274

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Mr. Nicholson graduated from Miami University (Oxford, Ohio) with bachelor’s degrees (BS) in Finance and Accountancy and received his Master of Business Administration (MBA) from the University of Dayton. Jamie currently serves as the Director of Finance for the City of Pataskala, Ohio and has over 18 years’ experience in governmental accounting and finance. Prior to entering public service, he was employed in the banking sector in a variety of financial and project management positions. Mr. Nicholson served for three years as a member of the national GFOA’s Executive Board and was an ex officio member of the organization’s Budgeting & Fiscal Policy committee.  Additionally, he served for 6 years on the GFOA’s Treasury & Investment Management (TIM) committee and served as a CAFR reviewer on the Special Review committee. Jamie is a regular presenter at national and Ohio GFOA conferences, webinars and training classes, and has co-authored several articles in the GFOA’s Government Finance Review.  He is a Past-President for the Ohio GFOA and has been active member of the Ohio GFOA’s Education Committee for more than 17 years.   

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[email protected]
101 Central Plaza South
700 Chase Tower
Canton, OH 44702
Phone: (800) 443-9272

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Joey is the Chief Auditor for the East Regional Office with Auditor of State Dave Yost’s office and is responsible to help manage a staff of 68 employees and oversees the completion of 685 audits for AOS clients and IPA clients in the region. Joey has been with the Auditor of State’s office for over 23 years and has been entertaining audiences (training) for 15 years.   

Joey has a bachelor’s degree in accounting and business management from Kent State University. Joey is a member of the National Government Finance Officers Association (GFOA), the GFOA Certificate Special Review Committee, the Ohio GFOA, and the Ohio Society of CPAs. 

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[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8897

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Price Finley is a partner in and co-chair of Bricker & Eckler's Public Finance group. He has more than 25 years of experience in all areas of public finance, including local government, economic development finance, port authority financings, 501(c)(3), health care bond issues, and other structured and project financings. He has substantial experience in the use of various economic development tools, including frequent use of tax increment finance (TIF).  Price received a bachelor of arts degree from Capital University and his JD/MBA from The Ohio State University.

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[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308

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Robert F. McCarthy is an Associate with Bricker & Eckler in Columbus and has extensive experience working with public clients regarding economic development districts and special purpose districts.  He was an assistant attorney general under Ohio Attorney General Richard Cordray.

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[email protected]
537 E Pete Rose Way
Cincinnati, Ohio 45202
Phone: 513-348-3181

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Joe has over 10 years of experience with the firm’s governmental attestation practice and serves a member of the firm’s governmental industry group and government airport practice. He primarily serves local governmental units and airports nationwide, and is am responsible for client relationships, work quality, and staff development. He further specializes in financial reporting and internal control systems. In addition to
managing audit engagements, he consults with clients on accounting and business matters. He is a regular instructor in Plante Moran’s continuing professional education program.

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[email protected]
250 S High St
#100
Columbus, Ohio 43215
Phone: 614-222-9180

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Josh is an audit manager in our Columbus office with over seven years of experience in audit and assurance services for a variety of clients. He has specialized experience in the government, higher education, and not-for-profit industries with specialization in both financial statement audits and single audits. Additionally, Josh serves on the firm’s professional standards team, specializing in governmental and single audits.

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[email protected]
6500 Taylor Rd
Blacklick, Ohio 43004
Phone: 614.353.1077

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Thomas has 15 years’ experience advising Ohio public entities as they navigate risk management initiatives, coverage implementation and claims handling. Through his interaction with members of the Ohio Township Association Risk Management Authority (OTARMA) and the Public Entities Pool of Ohio (PEP), Thomas has gained first-hand knowledge the exposures and insurance issues public entities face.

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[email protected]
100 N. Riverside Plaza
Suite 2220
Chicago, Illinois 60606
Phone: 312-706-9974

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Andrew Van Dyck Dobos is an AVP - Analyst for Moody’s Midwest Regional Team based out of the Chicago office. Andrew joined Moody’s in 2010 and has served in a variety of roles including the state lead of Nebraska and Michigan. He has significant experience working with municipal issuers across the Midwest including cities, counties, school districts and utility enterprises. Andrew holds a Masters of Public Policy (MPP) from the University of Chicago’s Harris School and BAs in Political Science and Sociology from Michigan State University.

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[email protected]
186 North High Street
Columbus, OH 43230
Phone: 614.652-2058

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Ken is a principal in Rea’s governmental services group.  He has responsibility for the management of a variety of services provided to the firm’s clients that includes consulting and attestation engagements. His experience includes working for the Auditor of State as a financial audit manager and as a Senior Deputy Auditor in charge of the fraud division. 

Ken has instructed many technical courses for the Central Ohio Chapter of the Association of Governmental Accountants, various CPA firms, and several professional societies and governments in Ohio, and he is a faculty member of the American Institute of Certified Public Accountants. He is a technical review committee member for the Government Finance Officers Association (GFOA) where he volunteers his time to review Comprehensive Annual Financial Reports (CAFRs) for governments that participate in the award-winning program. Ken has served as Treasurer for the Granville Schools Levy Committee and the Friends of the Granville Public Library.  He also served as a trustee of the Granville Public Library and chaired the Finance Committee.  

Ken earned his BSBA degree in Accounting from Walsh University. He is licensed to practice as a Certified Public Accountant in the State of Ohio. He is also a licensed Ohio School District Treasurer. Ken is a member of the following professional organizations: American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, Ohio Government Finance Officers Association, Association of Government Accountants, and Ohio Association of School Business Officials.  Ken also holds an Advanced Single Audit Certificate form the AICPA.

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[email protected]
212 North Washington St.
Millersburg, OH 44654-1122
Phone: 330-674-6055

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Zac Morris, CPA is currently a principal and Director of Government Services at Rea & Associates, Inc., a regional accounting and business consulting firm. Zac provides solutions to clients in the not-for-profit and local government industries. After earning a bachelor’s degree in accounting from Ohio Wesleyan University, Zac went on to earn his master’s degree in business administration from Ashland University. Zac is an active member of The Ohio Society of CPAs and The American Institute of CPAs. In addition, Zac is a member of the National Alliance for Medicaid in Education and Healthcare Finance Management Association.

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[email protected]
9757 Fairway Drive
Powell, OH 43065
Phone: 614-306-6822

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Mr. Prall serves as investment banker and financial advisor to municipal issuers, structuring new issue municipal bond financings, advance and current refunding issues, and other specialized financial modeling. Mr. Prall has vast experience structuring general obligation, revenue, certificates of participation, and other bond and note financings. Mr. Prall provides quantitative, analytical, and technical analysis for a variety of public clients, including State-level issuers, counties, municipalities, townships, schools, villages, higher education institutions, and health care systems.

Mr. Prall provides comprehensive investment management to a wide variety of public clients. Mr. Prall manages investment portfolios for public entities and provides portfolio analysis and investment policy review. Utilizing a thorough knowledge of state investment statutes, Mr. Prall develops and implements investment strategies providing safety, liquidity, and return within the projected cashflow needs of the client. Prior to joining Hilltop Securities Inc. in 2018, Mr. Prall worked at other investment banks for the past fourteen years.

Mr. Prall earned his Bachelor of Science in Business Administration from the Fisher College of Business at The Ohio State University where he majored in finance. Mr. Prall holds the FINRA, General Securities Representative License, Series 7; Muncipal Advisor Representative, Series 50; Uniform Securities Agent State Law License, Series 63; Uniform Investment Advisor Law Examination, Series 65; and Limited Representative – Investment Banking, Series 79.

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[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, Ohio 45202
Phone: 513-639-9213

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Reginald is a partner at Dinsmore & Shohl LLP in the firm’s public finance practice group.  He works with various state and local government entities, including cities, villages, townships, counties and school districts, in issuing tax-exempt and taxable debt obligations as bond and underwriter’s counsel. In addition, Reginald also works with many 501(c)(3) entities, healthcare organizations and private universities in conduit financings. Reginald also works with clients with respect to continuing disclosure matters and related SEC/MSRB matters and has also served as issuer’s counsel on various PACE financings in Ohio.  Reginald received his BA in political science from Xavier University and his JD from The Ohio State University. Reginald is licensed to practice law in Ohio.

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[email protected]
423 W. Wyoming Avenue
Cincinnati, Ohio 45215
Phone: 513-918-1234

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Sam has been working in the solar industry for 6 years. At TMI Energy Solutions, Sam works in business development and evaluates the economic feasibility of each project. Throughout his career, Sam has sold and advised on projects across 36 states, worked on a pilot program funded through the department of energy, and holds several certificates in solar financial modeling. 

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[email protected]
69 Greene Street
Room 200
Xenia, OH 45385
Phone: (937) 562-5065

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David Graham was elected Greene County Auditor November 2, 2010 and took office March 14, 2011.  Prior to his appointment, David worked in the Greene County Auditor's Office as the Chief Deputy Auditor for ten years.  Also, David has experience working for the Auditor of State where he was responsible for conducting and supervising audits of local government agencies throughout the Miami Valley Region. 

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[email protected]
333 County Line Road West
Westerville, OH 43082
Phone: 6148461899

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Adam Lesch is a senior manager at Julian & Grube and oversees audit engagements involving nonprofit and governmental entities. Adam manages the day-to-day activity of several audit teams to facilitate the timely completion of audit engagements. Through his experience, Adam has become knowledgeable in the entire audit process and largely focuses on client communication and assisting audit staff. Adam is a Certified Public Accountant and earned his bachelor’s degree in accounting and master’s degree in business administration from Walsh University.

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[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494

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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)

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[email protected]
101 Central Plaza South
Canton, OH 44702
Phone: (330) 438-7608

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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.  

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[email protected]
30 E. Broad St.
14th Floor
Columbus, Ohio 43215
Phone: 614-728-5462

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Nathan Owens is the Records Manager at the Ohio Attorney General’s Office, where he is responsible for developing retention schedules, assisting with records-related issues throughout the office, and managing of the office’s document/records management system. Nate is also the past chair of the Ohio Electronic Records Committee where he works on the development of standards and guidelines for electronic records for public entities in the state of Ohio. He received a Masters of Arts in Public History from the Indiana University of Pennsylvania, a Masters of Library and Information Sciences from the University of Pittsburgh, and an Information Governance Professional certification from ARMA International. 

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[email protected]
4900 Tiedeman Road
Brooklyn, Ohio 44144
Phone: 216-689-4411

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Brian Akers is Executive Vice President, Enterprise Security Services Director, and Chief Information Security Officer for KeyCorp. In his role, Brian leads a team responsible for Anti-Money Laundering (AML) Operations, Fraud Services, Corporate Investigations, Physical Security and Information Security. Brian is also the Chief GLBA Officer and a member of Executive Council for KeyCorp.

As a member of Key’s technology organization for over 28 years, Brian has partnered across Key in support of internal and external customers, effectively building relationships with his partners to solve complex business and technology problems.

Brian has a Bachelor of Science degree in Business Administration-Management Information Systems from the University of Dayton. He is a member of the Northeast Ohio Society for Information Management and he is a 2009 graduate of the Society of Information Management Regional Leadership Forum. Brian is a member of the FS-ISAC CISO Congress and Security 50 organization. He is also active in his community, including serving as a Board member for Coach Sam’s Inner Circle Foundation.

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[email protected]
4900 Tiedeman Road
Brooklyn, Ohio 44144
Phone: 216-689-4411

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Susie Todaro provides treasury management solutions to Key’s government sector clients. She provides financial expertise, counsel and customized solutions to help her clients reach their complex goals. Through competitively priced financial solutions, Susie’s clients get the best financial alternatives available to meet their short- and long-term goals. In addition, she partners with a collaborative team of Product Managers, Client Managers, Sales Analysts and Implementation Specialists to ensure her clients have access to the extensive resources of one of the nation’s largest financial organizations.

Susie entered the financial services industry in 1993, joining Key in 1999. She earned a B.S. in business from Miami University and is a Certified Treasury Professional.

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[email protected]
88 E. Broad Street
Columbus, OH 43215
Phone: 800.282.0370

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Elizabeth has been with the Ohio Auditor of State’s Office for 12 years and is a Senior Forensic Audit Manager for the Special Investigative Unit.  The Unit conducts limited scope examinations of financial records designed to investigate allegations of fraud, theft or misappropriation of public funds.  Prior to joining the Unit, she was a financial auditor with the office for eight years.  Elizabeth has a dual Bachelor’s Degree in Accounting and Business Administration from Franklin University and is a Certified Fraud Examiner.

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[email protected]
250 S. High Street
Suite 100
Columbus, OH 43215
Phone: 614-222-9133

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Danny has over 11 years of experience in auditing and consulting services for the higher education and governmental practices. Danny is a member of the firm’s professional standards team with a focus on governmental clients and single audits—in this role, he is also the firm’s lead on GASB 68/75 for the three State of Ohio cost-sharing pension/OPEB plans. Danny is a member of the Government Finance Officers Association, the Association of Government Accountants, the Ohio Society of CPAs, and the American Institute of CPAs.

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[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 614-227-4860

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Jeff has more than two decades of experience in Ohio’s economic development. He is an enthusiastic member of Bricker & Eckler’s public finance team, providing counsel to local economic developers, structuring various public finance projects and handling the substantial administrative functions behind levying special assessments and managing Joint Economic Development Districts and New Community Authorities. Jeff particularly focuses on economic modeling of Tax Increment Financing (TIF) mechanisms and Enterprise Zone and CRA real property tax abatements. He began his career at the Ohio Department of Development (ODSA), where he spent 10 years managing the State’s economic development grant portfolio, its job-creation tax incentives, and its state oversight of local property tax abatements. Jeff left state service after holding the title of the agency’s interim CFO. He then served as the economic development manager and assistant law director for the City of Worthington, Ohio, from 2010–2015.

Immediately prior to joining the Bricker team, Jeff was the chief executive officer of the Area Development Foundation (Knox County, Ohio), a county-level nonprofit economic development organization.

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[email protected]
88 East Broad St
Columbus, Ohio 43215
Phone: 740-534-6420

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Eric Kline began with the Auditor of State’s Office in July 1998.  He started as a staff auditor in the Southeast Region, and transferred into the Quality Assurance Section, now part of the Center for Audit Excellence in 2006.  

Mr. Kline holds a Bachelor of Business Administration Degree from Marshall University and is a Certified Public Accountant.  He is a member of the American Institute of Certified Public Accountants and serves on the National State Auditors Association Audit Standards and Reporting Committee; National State Auditors Association Peer Review Committee; and the National Association of State Auditors, Comptrollers and Treasurers OPEB Standards Implementation Work Group. 

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[email protected]
150 Erie Court
Amherst, OH 44001
Phone: 614.427.3827

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Tom is founder, President and CEO of Bonefish Systems. Mr. Mitchell has spent 18 years in the financial services sector holding numerous technology and business roles in large banks and insurance companies. Tom is a recognized technology leader in the financial industry where his experience in such areas as Data Warehousing and Information Management, Platform and Operational Support, Vendor Management, Governance, Data Enterprise Architecture, CRM, and Software Development and Engineering Integration have provided him with a very diverse background and thorough understanding of the financial industry.

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[email protected]
515 MOORE RD
STE 2
AVON LAKE, OHIO 44012
Phone: 614-427-3827

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Clint is Vice President of Fiduciary Responsibility and Financial Controls at Bonefish Systems.  For the past 30 years Clint has worked in the financial services industry as an Investment Officer and Portfolio Manager working with cities, municipalities, school districts and government agencies all across Ohio and Pennsylvania.  Clint has also served as Chief Compliance Officer where he was responsible for establishing internal financial controls, identifying and mitigating risks and maintaining a disciplined oversight of the firm’s compliance procedures.

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[email protected]
4900 Key Tower, 127 Public Sq.
Cleveland, OH 44114
Phone: 216.479.8723

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Heather R. Baldwin Vlasuk has a broad range of experience in public law, routinely advising municipalities, townships, counties and other political subdivisions on a wide variety of matters, including economic development, real estate and land use, employment and public finance. Utilizing her public law expertise, Heather focuses her practice on public finance transactions, serving as bond counsel in general obligation and revenue financings for public issuers.

Heather’s experience includes facilitating eminent domain and special assessments proceedings on behalf of public entities. Heather has also successfully represented public entities in legal actions before state and federal courts, including actions under 42 USC 1983, as well as in administrative proceedings before regulatory agencies such as the Ohio Liquor Commission and Ohio Public Utilities Commission. Immediately prior to joining Squire Patton Boggs, Heather served as general counsel to a captive insurance enterprise, which included segregated account facilities and 831(b) captive management.

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[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681

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Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds.  Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure.  Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).

He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.

Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh.  He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.

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[email protected]
200 Public Square
Suite 2955
Cleveland, OH 44114
Phone: (216) 592-6809

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Ms. Hillstrom joined STIFEL in March 2009. Prior to STIFEL, Ms. Hillstrom was with A.G. Edwards beginning in 1990 and then with Wachovia National Bank after the merger with A.G. Edwards in 2007. Ms. Hillstrom has participated as a senior or support banker on issues representing billions in par amount since 1990. She has significant experience with all types of financings and all types of issuers. Her k nowledge ranges from unlimited tax, general obligation and revenue supported issues to certificates of participation and tax anticipation notes and bonds. Ms. Hillstrom received her Bachelor of Arts in Economics and Business Administration from Kalamazoo College in Kalamazoo, Michigan. Ms. Hillstrom's securities registrations include Series 7, 50, 52, and 63.

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[email protected]
2310 Second Street
Cuyahoga Falls, OH 44221
Phone: (330) 971-8253

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Bryan Hoffman
City of Cuyahoga Falls
Director of Finance
(330) 971-8253
[email protected]

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[email protected]
212 N. Washington St.
Millersburg, Ohio 44654
Phone: 330-674-6055

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Andrew is a CPA based out of Rea’s Millersburg office and has been with the firm since 2017. At Rea, his emphasis is on both general and tax consulting and he has led numerous engagements related to rate and cost studies, various types of tax planning, and general consulting across multiple industries. A graduate of the University of Akron, Andrew holds a bachelor's degree in accounting and is also a Lean Six Sigma Green Belt. Prior to joining Rea, Andrew worked at The J.M. Smucker Company. Outside of the office, Andrew is involved with the American Institute of CPAs, Ohio Society of CPAs, The Rainmaker Companies, and as treasurer of the Mt. Eaton Medical Group. He is also a 2019 graduate of Rea’s NextGen Leadership Program and Leadership Holmes County.

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[email protected]
101 Central Plaza South
700 Chase Tower
Canton, OH 44702
Phone: (800) 443-9272

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Joey is the Chief Auditor for the East Regional Office with Auditor of State Dave Yost’s office and is responsible to help manage a staff of 68 employees and oversees the completion of 685 audits for AOS clients and IPA clients in the region. Joey has been with the Auditor of State’s office for over 23 years and has been entertaining audiences (training) for 15 years.   

Joey has a bachelor’s degree in accounting and business management from Kent State University. Joey is a member of the National Government Finance Officers Association (GFOA), the GFOA Certificate Special Review Committee, the Ohio GFOA, and the Ohio Society of CPAs. 

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[email protected]
621 W. Broad Street
Suite 2F
Pataskala, OH 43062
Phone: (740) 964-6274

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Mr. Nicholson graduated from Miami University (Oxford, Ohio) with bachelor’s degrees (BS) in Finance and Accountancy and received his Master of Business Administration (MBA) from the University of Dayton. Jamie currently serves as the Director of Finance for the City of Pataskala, Ohio and has over 18 years’ experience in governmental accounting and finance. Prior to entering public service, he was employed in the banking sector in a variety of financial and project management positions. Mr. Nicholson served for three years as a member of the national GFOA’s Executive Board and was an ex officio member of the organization’s Budgeting & Fiscal Policy committee.  Additionally, he served for 6 years on the GFOA’s Treasury & Investment Management (TIM) committee and served as a CAFR reviewer on the Special Review committee. Jamie is a regular presenter at national and Ohio GFOA conferences, webinars and training classes, and has co-authored several articles in the GFOA’s Government Finance Review.  He is a Past-President for the Ohio GFOA and has been active member of the Ohio GFOA’s Education Committee for more than 17 years.   

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[email protected]
400 W. Johnstown Road
Gahanna, OH 43230
Phone: (614) 471-4494

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Nancy White has held the position of Mifflin Township Fiscal Officer, Franklin County, for 32 years.  She has also served with the Franklin County Township Association, Mid-Ohio Regional Planning Commission chair, and current chair of the Franklin County Planning Commission and a member of the OTARMA (Ohio Township Association Risk Management Authority) Board of Directors.  She is past president of the Ohio GFOA and is a current member of the Education Committee. 

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[email protected]
208 Lincoln Way East
Massillon, Ohio 44646
Phone: (330) 832-9831 x315

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Amie Lynn is a Certified Public Accountant with 17 years of accounting experience in the public, private, and governmental sectors.  Amie is currently Fiscal Officer of the Massillon Public Library.  She also serves as President for the Ohio Library Fiscal Officers’ Association, is Past Coordinator for the Library Accounting Division of the Ohio Library Council, and serves on the Board for the Ohio Government Finance Officers Association.  Amie earned her Bachelor of Science degree in Accounting and her Master of Business Administration degree from the University of Akron.

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[email protected]
8534 Yankee St, Suite B
Dayton, Ohio 45458
Phone: 513-228-7454

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Linda Jones served as the Finance Director for the Village of Waynesville Ohio from 1992 through 2004. She has been with Software Solutions for 16 years, serving as a Customer Support Representative, Product Manager, and Director of Development. She currently serves as the Vice President of Administration

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[email protected]
8534 Yankee Street
Suite 2B
Dayton, Ohio 45458
Phone: 513-228-7442

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Grant Halsey serves as a Regional Manager at Software Solutions. He previously served as an implementation consultant, managing the entire software implementation cycle from project planning to go-live, and has extensive experience in all aspects of effective project management and departmental operations.

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[email protected]
1755 Town Park Boulevard
Green, Ohio 44232-0278
Phone: (330) 896-6603

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Steven obtained a bachelor’s degree from Walsh University majoring in Accounting and passed the CPA exam in 1996. He has 30+ years of public accounting experience and became the Director of Finance for the City of Green, OH in July 2016. Implemented an electronic requisition/purchase order process utilizing Software Solutions VIP general ledger program and an electronic budgeting process through VIP Analytics program. Migrated the City’s internal technology network from an aging in-house platform to a hybrid model of in-house and the cloud. Recently, implemented an electronic signature process for City contracts and agreements.

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[email protected]
46 North Avenue
Tallmadge, Ohio 44278-1916
Phone: (330) 633-0858

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Mollie currently holds the position of Director of Finance with the City of Tallmadge.  She has been with the City of Tallmadge since 2007, starting as the Assistant Finance Director and being elected as the Director of Finance in 2015.  She began her career in public finance in 2000 with the State Auditor’s Office as an Assistant Auditor.  She achieved the rank of Audit Manager by 2003 and held that position until 2005.  Mollie achieved the rank of Certified Public Finance Officer in 2015.

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[email protected]
88 E. Broad Street
Columbus, OH 43215
Phone: 614-466-2816

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James Christopher McCoy is the Assistant Chief Project Manager for Local Government Services – Southwest Region.  He has been with the Auditor of State’s Office over 20 years, all of which has been spent with the Local Government Services section.  He participates in many different types of projects with a wide variety of clients (Villages, Cities, Townships, a County, and several School Districts).  His experience includes financial statement preparation, record reconstructions and reconciliations, and is either financial supervisor or helps manage staff that is overseeing several entities that have qualified for fiscal caution, watch, or emergency.  He also has worked with entities regarding financial forecasts, including a County in fiscal emergency.  Chris is a 1996 and 1997 graduate of Ohio University with both Bachelor and Master degrees in Accounting. 

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[email protected]
175 South Third St., Ste 1250
Columbus, OH 43215
Phone: 614.987.1687

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Jordan specializes in client services related to school district capital planning and debt issuance processes. Her professional background includes income tax revenue forecasting and economic trend analysis, as well as central bank policy, revenue volatility and export markets research.

Specific experience
Provides services related to the issuance of bonds, from financial feasibility through post-issuance
Assists with capital and operating referenda strategy related to ballot initiatives
Comprehensive capital project planning, millage modeling and financial planning

Industry involvement
Ohio Association of School Business Officials
Women in Public Finance

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[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-8861

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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.

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[email protected]
88 East Broad Street
Columbus, OH 43215
Phone: (614) 460-3463

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David Tiggett is a Director with KeyBanc Capital Markets.  Mr. Tiggett joined Key in 2017.  Prior to joining Key, Mr. Tiggett worked for William Blair & Co. and Fifth Third Securities, where he helped led the firm’s expansion in the Midwest region.  Mr. Tiggett has over 12 years of experience underwriting transactions for Ohio municipalities, school districts, higher educational institutions and agencies of the State of Ohio, totaling over $7 Billion.  Having previously served as an issuer official with the Office of Debt management for the Ohio Treasurer’s Office, Mr. Tiggett brings a valuable perspective of both issuer and municipal banker.

Mr. Tiggett is a Board Member of the Central Ohio Diabetes Association,  Board Member of Life Care Allicance, Vice President of the Russ Hellickson Central Ohio Youth Wrestling League, the Director of the Upper Arlington Mat Cubs Wrestling Program, a past Finance Committee Member for the Wexner Heritage Village, a past Member of the Citizen’s Advisory Committee for the Franklin County Children’s Services and a past Volunteer for the Big Brothers and Big Sisters of Columbus, Ohio.

Mr. Tiggett holds a Bachelor of Science from The Ohio State University in Columbus, Ohio.  He also has his Series 7 and 63 licenses.

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[email protected]
401 Merritt 7
PO Box 5116
Norwalk, CT 06856
Phone: (203) 847-0700 x 294

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Dean Mead is Senior Research Manager at the Governmental Accounting Standards Board (GASB), overseeing the GASB’s research agenda, managing external research, interfacing with the academic community, and coordinating constituent outreach.  Dean is an adjunct member of the accounting faculty at Rutgers Business School, where he teaches governmental accounting & auditing, governmental financial analysis, and advanced topics in governmental accounting.  He is a member of the Association for Budgeting and Financial Management, American Accounting Association, National Federation of Municipal Analysts, Municipal Analysts Group of New York, American Association of Public Opinion Research, Governmental Research Association, and other organizations.  Dean is the author of the GASB’s User Guide Series.  In 2015, Dean received the Award for Excellence from the National Federation of Municipal Analysts for his efforts to educate municipal analysts about governmental accounting through his publications and presentations.

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[email protected]
4249 Easton Way
Suite 150
Columbus, OH 43219
Phone: 8006862727

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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.

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[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934

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Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.

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[email protected]
255 East Fifth Street
Suite 1900
Cincinnati, Ohio 45202
Phone: 513.977.8180

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Michael T. Dean is a senior associate in Dinsmore & Shohl’s Cincinnati office, where he practices in the firm’s Traditional Governmental, Economic Development Finance, Health Care and Higher Education practice areas within the Public Finance group. As a member of this group, Michael assists a variety of local government entities, including counties, municipalities, townships and special districts, as well as 501(c)(3) education and health care entities, to structure governmental and conduit municipal securities transactions for a wide variety of projects.

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[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: 614.987.1684

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Mark Miller is a Director in Baker Tilly’s Columbus, Ohio office. Mark has been a public finance professional for more than 30 years and possesses a diverse professional background that includes positions in information systems development, internal audit, corporate trust, commercial lending, investment banking and municipal advisory. He has served state treasurers, state agencies, counties, cities, colleges and universities, school districts, convention centers and airports. Mark earned certifications as an EDP Auditor and Corporate Trust Specialist and maintains a Series 50 and Series 54 license. He has guest lectured at the Pennsylvania State University and served as an adjunct professor at Bowling Green State University. 

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[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: 614.987.1680

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Tom Ricchiuto is a manager in Baker Tilly’s Columbus, Ohio office. He has more than seven years of experience assisting and advising issuers throughout the state of Ohio, including cities, counties, school districts, port authorities, and utility districts, among others. Tom has knowledge of a variety of credits including general obligation, nontax revenue, sales tax revenue and various other revenue backed securities. He has experience assisting clients issue municipal bonds as well as implementing and executing capital plans and projects.

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[email protected]
480 S, High St
Columbus, Ohio 43215
Phone: 614-466-5822

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Ken J. Heigel, P.E., Executive Director. Ken has served as the Executive Director since July of 2019 and prior to that as the Chief Engineer since March of 2003. He has over 34 years of experience in the water and wastewater industry in the areas of design, construction, and funding. Mr. Heigel has a Bachelor’s degree in Civil Engineering and a Master’s degree in Business Administration from the University of Dayton. He is a licensed professional engineer in the State of Ohio.  

 

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[email protected]
480 S. High St
Columbus, Ohio 43215
Phone: 614-466-5822

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Todd Skruck, CPA, Chief Financial Officer.  Todd has served as the Chief Financial Officer since July 2019 and prior to that as the Senior Accounting Manager since August of 2005.  Todd has over 21 years of experience in auditing, financial statement preparation, and debt issuance.  Mr. Skruck has Bachelor's degree in Accounting from The Ohio State University.  He is a Certified Public Accountant in the State of Ohio. 

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