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MyCPIM

  • The MyCPIM online portal is your all-in-one resource for completing your CPIM fiscal officer continuing education requirements. Through MyCPIM, you can report hours, file exemptions, pay fees, and obtain certificates of completion or exemption records.
  • Users are required to have a unique email address linked to their MyCPIM profile. You cannot share an email address with another individual for the purposes of logging into the system.
  • It is important to keep your information accurate and up-to-date. MyCPIM profile information is used for periodic updates about coursework, events, and account issues.

 

CPIM Certification Requirements for County Treasurers

  • Please note that the CPIM hours discussed below are separate from hours required by the Ohio Auditor of State.
  • Generally Elected County Treasurers – Ohio Revised Code Section 321.46
    • Prior to taking the oath of office, a County Treasurer must obtain thirteen (13) CPIM credit hours of initial education.  
    • After the first year in office, a County Treasurer must obtain twelve (12) CPIM credit hours of continuing education before the end of the next biennium cycle. A biennium cycle runs from one odd calendar year to the following even calendar year.
  • Appointed and specially elected county treasurers:
    • Within four months after taking the oath of office, a county treasurer must obtain thirteen (13) CPIM credit hours of initial education. 
    • After the county treasurer’s first year in office, a county treasurer must obtain twelve (12) CPIM credit hours of continuing education before the end of the next biennium cycle. 
    • Appointed or specially elected county treasurers may shadow another county's treasurer for up to eight (8) hours of initial education credit. Please contact the CPIM office for details. 

 

CPIM Certification Requirements for Local Fiscal Officers (not county treasurers)

  • Local government fiscal officers must complete six (6) CPIM continuing education hours every calendar year, unless the fiscal officer files an exemption. See Ohio Revised Code Section 135.22
    • If the fiscal officer begins their position before September 1, the fiscal officer must be CPIM-certified by the end of the calendar year.
    • If the fiscal officer begins their position on or after September 1, the fiscal officer is encouraged to become CPIM-certified before the end of the current calendar year but is not required to. However, the fiscal officer must become CPIM-certified before the end of the following calendar year.  

 

Commercial Paper & Bankers' Acceptances

  • This course is required for any fiscal officer that invests in commercial paper. The course is only required to be taken once during a fiscal officer’s service.

 

CPIM Exemptions (does not apply to county treasurers)

  • If applicable, a fiscal officers may file an exemption from CPIM six-hour continuing education requirements. If a fiscal officer represents multiple entities, an exemption is required for each entity that uses qualified practices for exemption from CPIM credit requirements. Please visit the FAQ page to learn more.
  • Exemptions can only be filed using the MyCPIM portal.
  • County Treasurers are not eligible for exemptions from CPIM credit requirements.

 

Fees

  • All CPIM participants must pay an annual certification fee of $100 to obtain CPIM credit hours. The fee for the current year is due by December 31.
  • You do not need to pay a fee if filing an exemption.
  • Online courses may be taken free of charge, but credit is only granted if the CPIM certification fee is paid.
  • All attendees of TOS-hosted conferences (in-person) are required to pay the annual certification fee. The certification fee serves as a registration fee that covers the cost of the venue, meals, printing, staff, etc. If an individual attended a TOS-hosted conference but did not pay their fee, they will be notified of their delinquency at the start of the following year and given until January 31 to pay. If payment is not received by the January 31 deadline, a referral is made to the Ohio Attorney General’s office for collection. For payments made after the January 31 date, participants will not receive CPIM credit for hours in the prior year.

 

Reporting CPIM Hours

  • Hours must be submitted by 5:00 PM EST, seven calendar days after the conclusion of an event. Once submitted, participants cannot edit their submission without assistance from CPIM staff. If you need to adjust reported hours, please contact the Treasurer’s office (1-800-228-1102 or [email protected]).
  • Following the conclusion of the reporting submission window (7 days), CPIM will contact the host organization to confirm attendance. 

 

Online Courses

  • Until further notice, all fiscal officers and county treasurers using MyCPIM are eligible to earn credit hours using online courses available through the portal.
  • Online CPIM courses are self-paced and typically have two to four quiz sections. Participants must answer questions with at least 50% accuracy to advance to the next section. If a participant does not answer the questions with 50% accuracy, they are required to rewatch the section and retake the quiz. If participants disconnect or need to step away while attending, MyCPIM records the last section that was completed and provides users the ability to continue later. Hours are automatically reported upon completion of the course, and credit is granted following approval by CPIM administrators. 
  • Attendees of online courses cannot receive credit for an online course that was previously viewed within the past five years. However, updated versions of online courses may be taken for credit within the five-year period.  For example, a CPIM user completes the “Basics of Investing” course in 2019 and CPIM updates the course in 2021. A CPIM user may once again take the course after the course is updated later in 2021 or thereafter.    
  • Attendees of an online course cannot receive credit for the course if they attended the same course at a TOS-hosted webinar or in-person event during same calendar year. 

 

Non-TOS Course Accreditation

  • Outside organizations may request CPIM accreditation of individual courses.
  • Accreditations must be submitted through MyCPIM and are approved within 14 business days of submission. This time schedule should be taken into account if CPIM accreditation is expected to be published on marketing materials.
  • The Treasurer’s office recommends that courses are not marketed as “pending CPIM approval” until such approval has been granted.

The following is a list of generally approved CPIM subject matter areas: 

 

Cash ManagementInvestmentsAuditing & Accounting
  • Acceleration of deposits (lockboxes, ACH, internet, credit cards)
  • Bank relationship management
  • Budgeting
  • Cash flow forecasting and management
  • Check processing/truncation
  • Collateralization
  • Electronic payments/receipts
  • Ending cash balance policy development
  • Grants administration
  • Internal controls
  • Recovering from financial distress
  • Request for proposals (RFPs)
  • Treasury management

 

 

 

 

  • Benchmarking
  • Investment accounting
  • Investment policy
  • Investment professionals
  • Investment strategies
  • Market update
  • Portfolio management
  • Tools for making good investment decisions
  • Types of eligible securities
  • Understanding the yield curve
  • Understanding economic data

 

 

 

 

 

  • Accounting and financial reporting (CAFR, GASB, UAN)
  • Capital asset management
  • Employer related tax filing requirements
  • Indirect cost and allocation (single and non-single audit purposes)
  • Pension system requirements
  • Single audit and related administrative and costs circulars
  • SSAE 16, service organizations
  • Understanding and using the Ohio Compliance Supplement

 

 

 

 


 

 

Public FinanceTax CollectionSecurity, Transparency, and Related Topics
  • Arbitrage
  • Debt issuance
  • Debt management and administration
  • Economic development
  • Municipal finance
  • Post issuance compliance and disclosure
  • Tax increment financing

 

 

 


  • Collection of delinquent taxes
  • Millage and levies
  • Payment of taxes
  • Taxation updates
  • Tax foreclosure
  • Tax liens
  • Types of taxes

 

 

 

 

  • Financial security/cyber crime prevention
  • Fiscal caution/watch/emergency
  • Fraud and theft
  • Government transparency
  • Presenting financial data to stakeholders

 


 

 

 

Ethics  
  • Codes of ethics
  • Ethical obligations and procedures
  • Ohio Ethics Law
  • Updates on ethics

 

  
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