About Us

The Ohio Association of Public Treasurers was established to promote the general and professional interest of the public treasurers in their respective communities, to obtain a higher standard of efficiency, to improve service with allied institutions and to inspire friendly and fraternal relationships among its members. Today OAPT has over 400 members representing communities from all over the State of Ohio.

Goals:

The goals of this organization are to:

• Promote education
• Provide opportunities for information networking
• Improve the quality of service to citizens
• Support the mission, purpose, and involvement in the Association of Public Treasurers of the United States and Canada
• Work constructively toward the advancement and improvement of the treasury management profession
• Promote cooperation between state, county, and local agencies

Directory:

The Association publishes an annual directory of its public and private members as an aid in locating its members as well as providing a tool for networking and information exchange.

Professional Certification:

This program, offered by the Association of Public Treasurers of the United States and Canada, establishes standards that recognize the professional achievement of treasury officials. Members who meet these standards in education and experience are recognized as a Certified Public Finance Administrator (CPFA).

Hot Topic Seminars:

The OAPT sponsors annual Hot Topic Seminars. These one day seminars have covered such topics as Investment Collateral, Current State Legislation, and GASB Rule Changes.

Scholarships:

The OAPT offers scholarships to public sector members for the Ohio Public Finance Officers Training Program and Ohio APT and APT US&C conferences.

Education:

Annual Conference – held each October throughout Ohio. The annual conference is held from a Wednesday to Friday. The conference Forum is designed to further educate Treasurers on such subjects as investments, debt management, cash management, tax collection and personnel management. Each Ohio Conference offers credits toward CPFA Certification, CPE Credit hours, and CPIM credit with the State Treasurer.

Ohio Public Finance Officers Training Program and CPFA Maintenance Program:

The Annual Ohio Public Finance Officers Training Program is every June. The annual Training Program is conducted in conjunction with the Public Treasury Institute & The Ohio State University John Glenn College of Public Affairs. Completion of the three year training program completes APT’s education requirements for the CPFA.  We also offer CPIM credit, CPE hours, CLE hours and FIA hours.

Our program includes topics such as Investment Strategies, Revenue Collections, Ethics, Debt Management, Public Budgeting, and Government Accounting just to name a few.  For further information and details, contact Sal Talarico, Director of Education, at OAPTEducation@gmail.com.  Registration and program materials are available on this website and brochures will be emailed and mailed out prior to the program.

The Ohio Association of Public Treasurers is offering scholarships for members in need to the Ohio Public Finance Officers Training Program. To qualify for a scholarship you must be a member of OAPT and APT U.S.&C.

History of the Ohio Association of Public Treasurers

In the early 1960’s there was a movement to eliminate the position of Treasurer in the State of California.  In 1965 the California Municipal Treasurers Association was founded with the purpose of educating City Treasurers and retaining the position of Treasurer in the cities of California.  Other states in the west followed suit and in 1967 formed the Municipal Treasurers Association of the United States and Canada.  The MTA US & C held their first conference in Washington DC.  In 1973 and 1974 Parma Treasurer Anna Kozusko attended the MTA National Conferences and brought back the idea of chartering an MTA chapter in Ohio.

In 1974 the Ohio Municipal Treasurers was founded.  Anna Kozusko the Treasurer of the City of Parma, John Cannone the Treasurer of the City of Parma, Jim Dye the Deputy Treasurer of the City of Akron and Bob Warner from the Union Commerce Bank of Cleveland meet at the Holiday Inn in Independence and charter the Ohio Chapter of the Municipal Treasurers Association in the Summer of 1974.  Ivan Otto a partner at Squires Sanders & Dempsey was the legal council in the formulation of the By-Laws.  The Ohio Municipal Treasurers held their first Conference in the fall of 1974 in Sandusky, Ohio.  The first honorary guest speaker for the Association was Woody Hayes the legendary coach of the Ohio State Buckeyes football team.

In the State of Ohio there was no formal training program for Village and City Treasurers.  The Ohio MTA was organized for the purpose of preparing and educating Municipal Treasurers throughout the state.  In 1976 the OHIO MTA sponsored and Chartered the Michigan MTA.

In 1980, the Municipal Treasurers Association of the United States & Canada established criteria for the Public Finance Officers Training program to become a Certified Municipal Finance Administrator.  The Ohio APT lead by MTA National President John Cannone contracted with Dr. James Tinnin at Kent State University to have a yearly Finance Officers Training Program.  Kent State University administrated the Program for many years.   Budget cuts at Kent State prompted the Ohio APT to continue the program at the University of Akron.  In 2010 further budget cuts in the State Budget caused the University of Akron to discontinue the Program.  In the fall of 2010 the Ohio APT partnering with the John Glenn College at Ohio State University and the Public Treasury Institute continued the program internally with Director of Education Sal Talarico and Administrator Jack Krise, Jr.  The Finance Training Program continues to offer Ohio Public Treasurers the CPFA certification.

The Public Treasurers Association of the United States and Canada has held two of its national conferences in Ohio.  Cincinnati in 1984 and Cleveland in 2001.  Six National Presidents have come from Ohio, John Cannone, Akron; Jack Cross III, Cleveland; Ed Volpe, Cincinnati; Jack Krise, Jr., Parma; James Bell, Huber Heights; and Dana Kavander, Berea.

 

YEAR PRESIDENT CONFERENCE LOCATION
1974 Anna Kozusko, Parma Sandusky
1975 John Cannone, Akron
1976 Betty Stevens, Blue Ash
1977 Leroy Weber, Toledo Columbus, Christopher Inn
1978 Ruth Ruggles, Aurora
1979 Jack Cross III, Cleveland Cincinnati
1980 Ed Volpe, Cincinnati Columbus
1981 Clair Kuhlman, Forestpark Stouffers Hotel, Cincinnati
1982 Doris Christner, Strongsville Quality Inn, Columbus
1983 Wayne Hamilton, Medina Stouffers Hotel, Cincinnati
1984 Stephan Wagner, Milford Westin, Cincinnati
1985 James  Pyers, Wooster Sandusky
1986 Mary Speidel, Evandale Marriott East, Columbus
1987 Geoffrey Phillips, Wilmington Westin, Cincinnati
1988 Leonard Mikula, Lakewood Great Southern, Columbus
1989 Thomas Sweder, Struthers Westin, Cincinnati
1990 James Dye, Akron Marriott, Toledo
1991 Gerald Dendinger, Toledo Marriott, Sharonville
1992 Jack Krise, Jr.,Parma Great Southern, Columbus
1993 Susan Wollenzier, Rocky River Holiday Inn Lakeside, Cleveland
1994 Anthony Ianiro, University Heights Salt Fork State Park
1995 Clyde Bellinger, Van Wert Regal Hotel, Cincinnati
1996 Dixie Schlensker, Sharonville Deer Creek State Park
1997 Pam Edger, St. Marys Holiday Inn Lakeside, Cleveland
1998 Jeff Smock, Chardon Radisson Harbor Hotel, Sandusky
1999 Jeff Smock, Chardon Radisson Inn, Sharonville
2000 Dennis Tuck, Clyde Salt Fork State Park
2001 Karen Poplar, Wapakoneta Renaissance Inn on the Square, Cleveland
2002 James Bell, Rittman Maumee State Park
2003 Patricia Shively, Trotwood Cincinnati, Omni Netherlands Hotel
2004 Nancy Boyd, Ashland Clarion Hotel, Dublin
2005 Ray Rogowski, Willhoughby Sawmill Creek, Huron
2006 James Graff, Galion Mohican State Park
2007 Dana Kavander, Berea Salt Fork State Park
2008 Jill Lucidi, St. Clairsville Crown Plaza Hotel, Dublin
2009 Sal Talarico, Oberlin Kalahari, Sandusky
2010 Mike Engel, Trenton Columbus Renaissance
2011 Ted Pileski, Elyria Niagara Conf Ctr, Put In Bay
2012 Patricia Ann Fisher, Jefferson Dayton, Marriott
2013 Patricia Ann Fisher, Jefferson Niagara Conf Ctr, Put In Bay
2014 Daniel Burke, Milford The Lodge, Geneva-on-the-Lake
2015 Sally Briggs, Holgate McKinley Grand Hotel, Canton
2016 Kim Perez, Canton Salt Fork State Park
2017 Kacey Waggaman, City of Monroe Maumee Bay State Park