[email protected]
117 South Main Street, 6th Floor
Dayton, OH 45422
Phone: 937-496-6932

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Tina is a graduate of Ohio University and Wright State University.  She has worked for the Montgomery County Records Center & Archives in Dayton, Ohio, for the past twenty-four years.  In 2010, the preservation program under her direction received a statewide achievement award from for its work in preserving Ohio’s public history records.  She has been the Montgomery County Records & Information Manager since 2011.  She is the current chair of the Ohio Historical Records Advisory Board, the central body for historical records planning in the State of Ohio.

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[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753

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Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.

Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance  Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.

Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.

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[email protected]
PO Box 230
Vermilion, OH 44089
Phone: (440) 773-5090

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Mr. Szanto has over 40 years of experience in municipal and regional government and public finance. He has acted as Municipal Advisor or Senior Managing Investment Banker for hundreds of clients raising over $30 billion in tax-exempt obligations since 1981.  Stephen is proactive in rating agency, rating agency surveillance and insurance company presentations for his clients.  He has been involved with many rating agency upgrades.  Stephen has served as Municipal Advisor since 2000 for all types of issuers.  As such, he provides oversight on all aspects on both competitive and negotiated underwritings.  Mr. Szanto is certified by and serves on various committees of the National Association of Municipal Advisors.

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[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656

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Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing. 

Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase.  There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion.  He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers.  Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.

Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU.  He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam.  Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs.  Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.

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[email protected]
Cleveland Marshall College of Law
16907 Aldersyde Drive
Shaker Heights, OH 44120
Phone: (216) 533-7022

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Harold Babbit teaches Local Government Law, Ohio Local Government Seminar, and Torts. He is a retired partner in the Cleveland law firm of Calfee, Halter & Griswold LLP where his practice focused on public law and finance. He received his law degree from Yale Law School in 1967. Mr. Babbit currently serves as editorial advisor to the Municipal Finance Journal, and is the co-author of Baldwin's Ohio Practice, Local Government Law - Municipal. He has been an adjunct professor of local government at the Cleveland-Marshall College of Law since 1975. He received a B.A. from the University of Iowa and an LL.B. from Yale University.   

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[email protected]
25 Garfield Place
Cincinnati, OH 45202
Phone: 513-878-6884

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Krystle Kite is the Senior Treasury Management Officer for the Ohio Market. Krystle is a long-time Northern Kentucky resident, currently residing in Fort Thomas, KY with her husband Michael and two Sons, Elijah and Alexander. She is a graduate of Northern Kentucky University with a B. S. in Finance.

Krystle will support your payment needs with a heavy focus on bringing to you faster money movement capabilities, streamlined portal access and electronic efficiencies. She has been instrumental in taking our clients from manual processes to electronic payment processing. As your Treasury Consultant, Krystle will continue to set up periodic meetings to review your relationship and look for ways to add value and protect your funds.

First Commonwealth Bank offers a full portfolio of domestic Treasury Management solutions and can create customized solutions. Through a collaborative, consultative approach to understanding your business strategies, First Commonwealth delivers comprehensive solutions supported by a heritage of exceptional client service. As technology investment continues to be imperative for treasury management solution providers, FCB has introduced new products and services that provide customers with faster, easier, and more efficient ways of doing business. As the market conditions change FCB will be enhancing and expanding our payables, receivables and information reporting solutions which will include improving navigation and workflow, fraud prevention, and automation, all of which are designed to support our clients focus on liquidity and working capital management.

When you purchase First Commonwealth treasury solutions, you also gain access to a unique team of professionals with an average of 18 years of domestic and global treasury product experience per associate. Our product professionals are dedicated, competent customer advocates who are highly capable of solving complex issues and able to mobilize very quickly when customers need us.

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[email protected]
25 Garfield PL.
Cincinnati, OH 45202
Phone: 513-878-6884

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Kory is the CTP Product Manager with First Commonwealth Bank

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[email protected]
16099 Foltz Parkway
Strongsville, OH 44149
Phone: (440) 580-3100

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David E. Sems, CPA, CITP, CFF is the Director of Communications & Technology for the City of Strongsville.  He founded the technology investigation firm of Sems & Associates Limited in 2009. Prior to starting Sems & Associates, David spent 11 years at Ernst & Young in the Fraud Investigation and Dispute Services practice and was the Americas Leader of Forensic Data Analytics. 

David possesses over 15 years of experience providing forensic technology services to clients in a wide variety of industries. He has extensive familiarity with international work stemming from providing services in 13 countries within Europe, Africa and North America – including conducting several 6-8 month investigations in Europe.

His skills cover the full range of services from computer forensic analysis to transactional data analytics. David also serves as an advisor in the area of forensic technology to accounting & law firms. These firms rely on David’s skills and knowledge to execute on the most complex forensic technology matters. David provides services to several local law-enforcement agencies with forensic consulting and advisory services. He has assisted in helping investigate cases and provided valuable feedback via analytics.

David is a regular national speaker for various groups including, the Institute of Internal Auditors, the Federal Bureau of Investigation, the Association of Certified Fraud Examiners and the New York Computer Forensic Shows. He also is a guest lecture at various universities including, Notre Dame, Baldwin-Wallace and Kennesaw State University.

David holds a bachelor’s degree in accounting from the University of Akron and is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs. He maintains the designation of Certified Information Technology Professional (CITP) and Certified in Financial Forensics (CFF) from the AICPA. David is also an associate member of the Association of Certified Fraud Examiners

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unknown
14780 Pearl Rd.
Strongsville, OH 44136
Phone: 877-550-4728

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Before joining TrustedSec, Paul was the CTO for one of Ohio’s most successful Office Equipment dealers and managed service providers. He is a lifelong hacker with experience moving forward a wide range of businesses, including SMBs and enterprise clients. Paul was also the Senior Executive responsible for Information Technology at Vitamix, a manufacturer and marketer of high-end blending products for both the foodservice industry and the consumer market. While at Vitamix, Paul built a world-class IT organization and developed that organization to support a 500M global enterprise. He initiated and managed the implementation of multiple business solutions that have been the foundation for significant growth and stability within the organization. Under his leadership, the organization selected, implemented, and supported solutions that proved to be a significant business enabler, supporting the massive growth that Vitamix experienced during his 10-year tenure.

Paul has also held other roles, including business owner, senior network engineer, manager, and product development engineer. He co-founded Bow Tie Medical and was their interim COO. He received his MBA from Case Western Reserve University and his undergraduate degree in Computer Science from the University of Akron. He is a member of Beta Gamma Sigma the International Honors Society that recognized top performing MBA graduates.

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[email protected]
122 Fourth St., P.O. Box 1020
New Philadelphia, OH 44663
Phone: 3303086812

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Derek Conrad, CPA, is a Senior Manager in the government services segment with Rea and Associates. He has over 10 years of experience in governmental accounting and auditing. Derek specializes in audits of school districts, cities and counties and manages over 25 audit engagements annually.

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[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268

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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.

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[email protected]
84 Della Drive
Bloomingdale, OH 43910
Phone: (740) 512-6393

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Alyssa Kerker is a graduate of the Franciscan University of Steubenville with a Bachelor’s of Science degree in Accounting as well as a Master’s Degree in Business Administration.  Prior to starting her career at The City of Steubenville, Mrs. Kerker retains positions with the mortgage broker industry and a public accounting firm. Her first position at the City of Steubenville was an account clerk and she quickly moved to Senior Accounting Administrator and later Finance Director. Although her passion is government, Alyssa resigned from her position at The City of Steubenville after 15 years to stay home with her 4 children.  Soon thereafter she gained a part time teaching position at Franciscan University of Steubenville where she teaches MBA and undergraduate accounting courses as well as develops online course for the Accounting and Masters program at the college.  

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[email protected]
323 W. Lakeside Ave.
Suite 200
Cleveland, OH 44113
Phone: 216-685-1039

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Sara M. Costanzo is a shareholder in the Cleveland office of Weltman, Weinberg & Reis Co., L.P.A., where her responsibilities include managing multiple practice groups, one of which is government collections and litigation.  She also handles a variety of complex consumer and commercial collections. Sara earned her bachelor’s degree in business administration and public relations from Heidelberg College, her law degree from Cleveland-Marshall College of Law and her M.B.A. degree from Cleveland State University. She is a member of the Ohio State and Cleveland Metropolitan Bar Associations. Sara is chair of the Board of Directors of the NE Ohio Division of the March of Dimes.  She is a member of the Heidelberg School of Business - Business Executive Advisory Board, Berg Business Board, as well as the Strongsville Education Foundation as a Trustee.  She is also a member of the Municipal Finance Officers Association and the Cleveland-Marshall College of Law Alumni Association, and was recognized by Crain's Cleveland Magazine as a Top 40 Under 40; as well as by Cincinnati Magazine in 2005, 2006 and 2011 as an Ohio Rising Star.

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