Public Finance Officer Training
Annual Public Finance Officer Training
and Maintenance Programs
Save the Dates
June 2020:
Training Program will be June 15th – 19th, the CPFA Maintenance Program will be June 18th – 19th
June 2021:
Training Program will be June 14th – 18th, the CPFA Maintenance Program will be June 17th – 18th
June 2022:
Training Program will be June 13th – 17th, the CPFA Maintenance Program will be June 16th – 17th
Scholarship Application – click here
By attending you will be able to earn CPFA & ACPFA credits, CPE hours, CLE hours, Auditor of State FIA credits and State Treasurer CPIM credits.
CPFA Accreditation is available through our National Association, Details & Requirements – click HERE
REPORTING CPIM hours Instructions:
Click this link – http://ohiotreasurer.gov/cpim
Then log in, or create a log in if you don’t have one, once you are logged in, select VIEW for the OAPT program you attended – for weeklong attendees you will need to select both programs, the Monday – Wednesday and Thursday & Friday programs. After you selected the program you will be taken to a new screen that has the CPIM accredited courses listed, select REPORT HOURS. You will need the password provided to you during the course for each class you will be reporting hours.
ALL CPIM hours MUST be reported on the Treasurer of State’s CPIM website NO LATER THAN SEVEN (7) CALENDAR DAYS AFTER THE END OF THE TRAINING or they will NOT be accepted by the Treasurer of State’s Office.
Fiscal Officer Integrity Act Guide:
Click here: Fiscal Officer Integrity Act guide
2019 Presentations:
Detailed Agenda, including ALL certification Points and Hours for 2019 – Agenda
In Course number order
Monday-Wednesday
1 – Swift – OSU – Electronic Records
1b – Swift – OSU – OhioERC-Scanning-Feasibility-Tool-v20160727
2 – Bricker – Demystifying Inside Millage
2 – Bricker – Intra and Inter Fund Transfers
2a – Bricker – Transfers & Municipal Bonds
3 – Westfield Bank – Treasury Management Solutions
4 – Esposito – Clemans Nelson – Personnel Dos and Donts
5 – SSI – Corbin – Integrating Scanning and Electronic Approvals
7 – Sunshine Law Training – AG’s office
8a – Sudsina – What is Going on in the Tax-Exempt Market and How Does it Affect Me – Part 1
8b – Sudsina – What is Going on in the Tax-Exempt Market and How Does it Affect Me – Part 2
9 – Weltman – Costanzo – Written Communications
Thursday and Friday
10 – Willeke – Ohio Ethics Law 2019
Ethics Commission Quarterly Newsletter: click here
11 – Meeder – 2019 Case Study in Investing in Todays Market Environment
12 – Impact Group – Image and Reputation
13 – USBank & Huntington – Treasury Mgmt
2018 Presentations:
Detailed Agenda, including ALL certification Points and Hours for 2018 – click HERE
In Course number order
Monday-Wednesday
1 – Swift OSU – Managing Electronic Records
2 – Kilgore-Johnson – Capital Planning
3 – Hall – Intro to Govt Accounting
4 – Carver – Effective Communications
5 – Welty – REA – Financial Reporting
6 – Masters and Conrad – REA – Understanding Internal Control and Fraud Prevention
7 – Massey – Enterprise Grants and Compliance Presentation
8 – Babbit – Structure of Ohio Local Governments
Thursday and Friday
10a – Esposito Clemans-Nelson – Managing a Multi Generational Workforce
10b – Esposito Clemans-Nelson – Can I Ask That Interviewing Tips and Best Practices
11a – Meeder – Investment Tips & Techniques
11b – Meeder – Overcoming biases that derail our investment decisions
12 – Broerman and Trout – USBank – Banking-Treasury Management Today and Tomorrow
13 – Stout and Lewis – Bricker – Financing Alternatives
14 – Okray – Huntington – Managing Banking relationships
15 – Willeke – Ethics Law Overview
2017 Presentations:
Detailed Agenda, including ALL certification Points and Hours for 2017 – click HERE
In Course number order
Monday-Wednesday
1 – Swift – Vital Records and Disaster Preparedness
1a – Vital Records Resources 2016
1b – Activity-Critical Functions_32065_1
1d – Building and Records Risk Assessment Forms_32076_1
1e – General Categories of Vital Records_32068_1
1f – Vital Records Checklist_32059_1
1g – Vital Records Inventory_32062_1
2 – Bell-Princehorn-Bricker – Problem Solving in the Economic Development Context
2a – Princehorn – Levy Alternatives for Ohio School Districts
2b – Princehorn – Bond Election Filing Deadlines – 2017 – 2020
3 – Sems – Fraud Detection & Prevention
4 – Kerker – Principles of Public Finance
5a – Babbit – Legal Principles of Oh Public Finance
5b – Sudina-Szanto – Debt Management Best Practices
6 – Rea-Welty – Financial Reporting etc
7 – Johnson-Rea – Principles of Public Finance
8 – USBAnk etc – Cash Mgmt-Banking Relations-Cyber Security
9A – Yacobozzi – Principles of Investment Accounting
9B – Yacobozzi – Maximizing Yield and Maintaining Liquidity
10 – Cooperman – Written Communications – going from pretty good to great
Thursday and Friday
11 – Nowak-Huntington – Merchant Services & PCI Compliance
12A – Meeder – Investment Tips & Techniques
12B – Meeder – The Fed Whats Next
13 – Donnersbach – Revenue Collections
14 – Jordan-CivicaCMI – Cloud Computing – Revised
15 – Willeke – Ethics Law Overview
2016 Presentations:
Detailed Agenda, including ALL certification Points and Hours for 2016 – click HERE
In Course number order.
Monday-Wednesday
1A – Swift – AG – Vital Records & Disaster Preparedness
1B – Swift – Vital Records Inventory
1C – Swift – Carmicheal Article
1D – Swift – Vital Records Checklist
1G – Swift – Vital Records Resources 2016
1H – Swift – Risk Analysis and Mitigation
2 – Miller-Dodson – Financially Sustainable Communities
3 – Jones – SSI – Technology and the Finance Officer
4 – Babbit – Legal Public Finance
4B – Sudsina – MA Regulation & Debt Best Practices
5 – Brown – WWR – Written Communications
6 – Clemans – Personnel Dos and Donts HR Practices
7 – Clemans – Organizational Development in Public Sector
8A – Princehorn & Lewis – Local Gov Prop Tax Levy & Collection Overview
8B – Princehorn & Lewis – Intra and Inter Fund Transfers
8C – Princehorn & Lewis – Local Gov Fiscal Emergency
9 – Attny General – 2016 Sunshine Law Training
Thursday & Friday
10 – Rockmill – Mock Bond Sale
11A – Meeder – Inv Tips and Techniques
12A – FirstMerit – Managing Banking Relationships
12B – FirstMerit – Importance of Electronic Banking
12C – FirstMerit – Fraud Presentation