Course Name | Speaker(s) | Hours Available | |
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The County Budget Commission – Overview, Understanding, and Preparedness | Chuck Walder, Geauga County Auditor, Geauga County, Alex Zumbar, Stark County Treasurer, Stark County | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Evolution of the Federal Reserve, and, How to: Building a Successful Investment Program | Jason Headings, Vice President Public Funds, Meeder Investment Management, Jason Click, President Public Funds, Meeder Investment Management | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Cash Management/ Banking Relations | Steve Broerman, Vice President, Government Banking Division, US Bank, Maureen Shildwachter, Vice President, Government Banking Division, Huntington National Bank, Joe Farris, VP Chase Bank Governmental Banking Division, Chase Bank | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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The Ohio Ethics Law: The 20/20 Vision! | Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Principles of Public Finance: Special Purpose Money and the Pipeline Valuation Saga | Rebecca C. Princehorn, Esq., Partner, Bricker & Eckler LLP, Robert F. McCarthy, Associate, Bricker & Eckler | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Public Infrastructure Investment within the Economic Development Framework | Evan Scurti, Principal/Founder, Scurti Consulting LLC | 1 | View |
Participants will learn the County Budget Commissions role, practices, and authority from Preparation of annual Budget submission and Certification of Estimated Resources to Limitations on Appropriations.
Course will cover Budget Commission members and their authority emphasizing preparedness necessary for annual submission of Budgets to the Commission. Testing of Budget requirements of the Commission and possible consequences of poor budget methodologies, carry over balances, and levy requests. The Course will explain take away items from the annual Budget Hearing including original estimated resource schedule and resolution accepting rates. The Course will also explain amended Certificates of Estimated Resources and limitations to Appropriation as determined by the Budget Commission. Finally, sound practices will be detailed regarding Budget Commission submissions to ensure public transparency and compliance with the Ohio Revised Code.
[email protected]
231 Main St.
Suite 1A
Chardon, OH 44024
Phone: 440-279-1600
Chuck Walder has served as the Geauga County Auditor since April, 2018 when he was appointed to the position following the discovery of a $1.8M+ embezzlement by the former IT director for the County, resulting in criminal charges against the former Auditor and his vacating of the office. He was then elected to the position in the Fall of 2018. Chuck holds a Bachelor of Mechanical and Electrical Engineering degree from General Motor Institute (now Kettering University) and worked for TEREX, Chevrolet, and the General Motors Technical Center Divisions of General Motors Corporation before leaving to establish a successful technology company as the CEO, which he lead for 20+ years. Since divesting of his business in 2005, Chuck has kept himself busy managing his collector car restoration and commercial and residential real estate companies. In 2013, Chuck was appointed to serve as the Russell Township Fiscal Officer, a position he held until he took the dual mantles of Geauga County Auditor and Administrator of the Geauga County Automatic Data Processing Center. Chuck has served on numerous boards, including as Board Member for Rescue Village Humane Society, Kent State University-Geauga Advisory Board, past Vice President and Treasurer of the Geauga County Township Association, and in the president and treasurer roles of multiple area condominium associations. Chuck has been a member of the Ohio Association of Public Treasurers and the Association of Public Treasurers of the United States and Canada for 7 years. As Geauga County Auditor, Chuck has worked tirelessly to restore the public’s perception and confidence in his Office.
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110 Central Plaza South
Suite 250
Canton, OH 44702
Phone: (330) 451-7514
Alex Zumbar
Public Offices held and served:
Currently serving as the Stark County Treasurer - November 2010 - Present
Finance Director – North Canton, May 2008 - November 2010
Alliance City Auditor, 2004 - May 2008
Alliance City 4th Ward Councilman, 1996-2003
Administrative Assistant, Judge Charles E. Brown Jr., Stark County Court of Common Pleas – General Division, 2003
2nd Vice President – County Treasurer Association of Ohio - 2020
Treasurer – County Treasurer Association of Ohio - 2019
Secretary - County Treasurer Association of Ohio – 2018
Education:
B.A. in Accounting - Mount Union College, 1992
Certified Public Finance Administrator, 2019
Special Awards and Honors:
CAFR Awards - Received the highest form of recognition from the State Auditor office and
the Government Finance Officer Association 2004-2010
State Auditor Award
Eagle Scout, 1988, Boy Scouts of America Tr.# 50
State Certifications:
Emerging Trends in Fraud Investigation and Prevention Certification – State Auditor’s office
Certificates of Completion – State Treasurer office
Public Records & Open Meetings Law Training Certification – State Attorney General office
Ohio Financial Accountability Certification – State Auditor office
Commercial Paper and Bankers Acceptances Certification – State Treasurer office
Municipal Securities Certification – State Treasurer office
Professional Memberships:
Member of the Government Finance Officers Association
Member of County Treasurer Association of Ohio
Member of Association of Public Treasurers of the United States and Canada
Community Involvement:
District Eagle Scout Review Board
Regina Coeli Catholic Church – Parishioner & Collection Counter
Knights of Columbus Council #558
Christopher Columbus Society
Alliance Area Republican Club
Stark County Farm Bureau
Votes for Women
The Federal Reserve’s swift response to COVID-19 demonstrated their ability to effectively use monetary policy tools to prevent a health care crisis from evolving into a financial crisis. We will look back to the formation of the Federal Reserve and past actions to gain perspective on the current Federal Reserve to help determine whether this time is different and what this may mean for your investment portfolio.
and
The course will focus on the infrastructure supporting any investment program. Participants will gain an understanding of right-sizing their investment portfolio, accounting for investments, and reporting of the investment portfolio. These topics will provide foundational knowledge of how to perform these components and why they are important to the investment process.
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6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934
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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200 Public Square
Cleveland, OH 44114
Phone: (216) 509-4352
Steve Broerman has over 25 years banking experience. He joined U.S Bank as a retail branch manager in December, 2000. Steve’s outstanding service and dedication to the client base earned him a role as a Government Banking Relationship Manager in 2002. Within Government Banking, Steve is responsible managing public sector relationships in Ohio, KY, and TN. Steve frequently teaches cash management, investment and general banking training seminars for the State of Ohio Center for Public Investment Management (CPIM) and other various governmental associations such as GFOA, OAPT, MFOA, OASBO, and others. Steve’s areas of expertise include governmental lending, treasury management services and use of various electronic products that improve the collection processes of both small and large municipalities.
Prior to joining U.S. Bank, Steve had a successful 11 year career with KeyBank where he worked in a number of challenging roles including Branch Manager, Private Banking Relationship Manager, Business Development Officer and Product Manager. Steve brings with him a wealth of knowledge of both consumer and commercial banking services.
[email protected]
200 Public Square
Cleveland, OH 44114
Phone: (216) 515-6135
Maureen Shildwachter is a Vice President and Relationship Manager for Huntington Bank’s Government Banking Division. In this capacity, she is responsible for selling financial services to political subdivisions throughout Northeast Ohio and the Akron/ Canton market. These services include treasury management, investment, and public finance, trust, credit card and deposit products.
Maureen began her banking career in treasury management with Huntington in 2000 working in the Large Corporate National Sales Department selling to and supporting treasury management customers. In 2007, Maureen’s role moved to selling treasury management regionally in Northeast Ohio to commercial customers and Government entities. In 2011, she became the Relationship Manager in Huntington’s Government Banking Division for the Cleveland Region (Northeast Ohio), and in 2014, she took over the Akron/Canton market, as well.
Maureen holds a bachelor’s degree from Bowling Green State University. She is a member of the Municipal Finance Officers Association, Government Finance Officers Association, Ohio Association of School Business Officials and the Ohio Association of Municipal and County Court Clerks.
[email protected]
1300 E 9th St 13th Floor
Cleveland, OH 44114
Phone: 216-348-6682
Joseph Farris is Vice President and Relationship Manager for the Government & Not-For-Profit Banking sector for Chase Bank. Joe covers political subdivisions and not-for-profit entities for both the northeast and northwest areas Ohio; spanning across the state from the Cleveland metropolitan region, all the way west to Toledo and the surrounding areas. Areas of expertise include treasury management, credit card, merchant services, deposits and loans.
Joseph has over 20 years of finance and banking experience. While recently transitioning to Chase, Joseph’s previous 13+ years of experience were with the City of Cleveland and Cuyahoga County, where he held the positions of Investment Manager and Investment and Cash Management Officer. In these roles, Joseph managed day to day treasury operations and worked with banking and investment partners to streamline processes, improve operations, and become more efficient. Also, in those 13 years of government experience, Joseph minimized bank fees for both Cleveland and Cuyahoga, maximized banking solutions, increased investment return, rewrote an investment policy that achieved a national certificate of excellence, and was an instructor for the Government Investment Officer’s Association Certified Government Investment Professional (CGIP) where he also was one of the first to receive this designation.
Joseph holds a bachelor’s degree from The University of Toledo. He is a member of the Government Finance Officers Association, Ohio Association of School Board Officials, Municipal Finance Officers Association, and the Government Investment Officers Association.
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30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2302
Becky Princehorn is a partner and co-chair of the Public Finance group at Bricker & Eckler LLP. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio income tax-backed school district bonds; for the first publicly offered PLF-backed library notes; for the first school district in the Extreme Environmental Contamination Program of the Ohio School Facilities Commission; for the first Ohio general obligation bond issue with a local government fund pledge; for the first Ohio municipal general obligation bond issue for housing; and for the first Ohio school district minibond issue. She also served as counsel on the formation of the first limited home rule township in central Ohio and has structured collaborations between local governments, particularly those involving school districts, and gifts to local governments.
[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2308
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.
An Overview of local government infrastructure upgrade strategies by opening communication channels and working in partnership with your local economic development organization (EDO). The EDO—local government partnership is critical for any community to achieve its potential in regard to new job creation as well as the retention of businesses and jobs. It is a mutually beneficial relationship that should be nurtured.
The course will be designed to offer the following perspectives and lessons learned regarding local grant writing and the overall economic development relationship:
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433 Braybarton Blvd.
Steubenville, Ohio 43952
Phone: 740-512-3093
Building on 12 years of executive level leadership experience at local economic development agencies, Evan Scurti launched Scurti Consulting LLC (www.scurticonsulting.com) in 2019. Scurti Consulting focuses on project-based consulting, including grant writing, for small-medium size municipalities and local economic development agencies. The company also hopes to begin offering site selection services to the corporate community in 2022.
A graduate of Franciscan University of Steubenville (B.A.- Political Science) and The Ohio State State University (Master’s of City & Regional Planning), Evan focused much of his economic development career on the establishment of municipal or county-owned industrial parks as well as strategic infrastructure upgrades through close partnerships with local government leaders within the areas he served. This experience builds much of the foundation of Scurti Consulting LLC.