| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| The Ohio Ethics Law: Just the Facts (of Jaw-Dropping Investigations) | Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission | 2 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Navigating Fiscal Recovery Funds and the Uniform Guidance | Stacie Massey, State Accounting Manager 3, Ohio Office of Budget and Management | 2 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Investment Update and Current Trends | Jason Click, President Public Funds, Meeder Investment Management, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group | 1 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| 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 | |
|---|---|---|---|
| Reserve Balance Accounts (ORC 5705.13) and the County Budget Commission | Chuck Walder, Geauga County Auditor, Geauga County, Alex Zumbar, Stark County Treasurer, Stark County | 2 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Communication and PR Skills you MUST have in Today’s World | Tom Speaks, Principal, The Impact Group | 2 | View |
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Real World Case Studies: Investing and Portfolio Management | Jason Click, President Public Funds, Meeder Investment Management, Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group | 1 | View |
This lively interactive course uses actual ethics investigations from across the United States to demonstrate potential ethical dilemmas that could occur under the Ohio Ethics Law. The course will then study our statute to see how it could have been implicated had that investigation occurred in our state. Finally, the course provides information the Ohio Ethics Commission on how public employees and officials should legally respond in similar situations at their own agency or municipality.
Course Objectives:
[email protected]
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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4310 E 5th Ave
Columbus, Ohio 43219
Phone: 614-338-4795
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.
Interest rates have quickly accelerated from historical lows as inflation has transitioned from transitory to persistent. This course will start with an overview of events leading up to the current market environment, where we may be headed over the near term and investment strategies to apply with the goal of meeting your entity’s investment objectives.
[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.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
The course provides and overview of treasury management for public funds managers. Will also provide insight into what makes a good relationship w/ your bank and how to enhance that relationship.
The following topics will be covered:
[email protected]
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.
Participants will learn the County Budget Commission’s role, practices, and authority when reviewing Reserve Balance Accounts pursuant to ORC 5705.13.
Course will cover the various permitted Reserve Balance Accounts under ORC 5705.13 from the perspective and testing of the County Budget Commission. Emphasis will be placed on the requirements and limitations of each available account permitted. Special attention on ORC 5705.13(C), Capital Project Funds including their establishment, limitations, qualifiers, and best practices to be used when utilizing. Testing of the various categories of Reserve Balance Accounts by the County Budget Commission will be discussed along with possible consequences of poorly established Reserve Balance Accounts. The Course will provide a step by step best practices guide for the establishment of Capital Project Funds under ORC 5705.13(C). Finally, local government practices will be detailed regarding presentation of Reserve Balance Accounts to the County Budget Commission at annual budget hearings 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.
[email protected]
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
[email protected]
5100 Darrow Rd
Hudson, OH 44236
Phone: 330-655-5522
Tom is recognized as a leader in municipal communications. He possesses a deep understanding of the issues that impact local governments and has developed and implemented communication strategies to help communities reach their goals.
Tom has successfully managed dozens of municipal outreach and school district information campaigns throughout Ohio. Marketing based on proven research methods ensures a public engagement is on the right track. Tom’s background in political science and qualitative and quantitative research techniques provides clients with an in-depth understanding of the audiences they are trying to motivate.
Tom specializes in:
Winning (Community Engagement Initiatives – Campaigns)
Tom received his Bachelor of Science in Political Science from Ohio University and his Master of Arts in Political Science from The University of Akron. Tom, his wife Shannon and their 2 children reside in Kent. Tom is a history buff and a fitness nut. He has a passion for ancient and modern history, and has written his first novel “Hannibal – The Forging.”
[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.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
