Public Finance Officer Training
Annual Public Finance Officer Training
and Maintenance Programs
June 2018:
Week-long Training Program will be June 11th – 15th, the CPFA Maintenance Program will be June 14th – 15th
Kalahari Resort & Convention Center in Sandusky, Ohio – room reservations:
Contact the Kalahari Resort and Convention Center at 1-877-525-2427
Or register online at: https://stay.kalahariresorts.com/ohio#groupSignIn use Group Code: 27454
**Please note, the rooms will be available online until the cutoff date or until the rooms are gone, whichever comes first**
Final Agenda – click here
Program Flyer – click here
Online registration:
Public Finance Officer Training Program – Week-long Program: June 11th-15th
Public Finance Officer – 2-day CPFA Maintenance Program: June 14th-15th
Scholarship Application – click here
By attending you will be able to earn CPFA & ACPFA credits, CPE hours, CLE hours 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.
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
2015 Presentations:
2015 Detailed Agenda and Certification Credits (CPIM, CPE, CLE, CPFA)
Monday-Wednesday
3-Lund – Financial Assessment for Public Util – Enterprise Funds
4-Lund – Cash Reserve Policies
5-Broerman-Shildwachter-Harper – Banking Solutions 2015 & Beyond
6-McIntosh-Johnson – Deterring Fraud
7-Johnson-Best Practices in Financial Reporting
8-Babbit – Ohio Local Governments
9-Singerman – Oral Communications
Thursday-Friday
10-Dirham-Governmental Accounting
11-Click & Headings – What You Need-and should want-to Know About Investing Public Funds
12-Krings – Lean Gov Process Improv
12A-Krings – Catawba County Delinquent Tax Case Study
13-Sudsina-Szanto – Best Practices for Debt Management
15A-Friedman – Property Law for political subdivision – Land Banks
15B-Rogers – Property Law for political subdivisions – Land Banks