Ohio Association of Public Treasurers Fall Conference
2021 Fall Conference
Save the date:
October 6-8, 2021
Embassy Suites, Dublin, Ohio
2020 Fall Conference
Cancelled
Due to many members’ travel restrictions and
budgetary restrictions, we have decided to cancel our 2020
Fall Conference. If you have paid your registration
fee it will be refunded to you.
If you made a room reservation contact the hotel to
request a refund.
***CANCELLED***
October 7-9, 2020
The Lodge at Geneva-on-the-Lake
4888 North Broadway (State Route 534) Geneva-on-the-Lake, Ohio 44041
The OAPT will be offering a reduced rate for the hotel of $99 per night/plus applicable taxes
Discounted Hotel Room Block Reservations are ONLY available online, here are the instructions:
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- Register by August 22, 2020, after August 22, 2020 will not be at the reduced OAPT rate
- Go to www.thelodgeatgeneva.com
- Click “Make a Reservation” at the top of the home page
- Enter your Check In and Check Out Dates: Oct. 7-9, 2020
- Click on the “Specials Codes” drop down and then under “Group Code” Type in your Group Code: 4GF4SK
- Pick the room you wish to book
- Fill in your information (at this time, the card you entered will be charged for the first night stay plus taxes and fees)
- Click Submit and watch for your confirmation email
Other Hotel Notes:
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- If booking outside of the contracted blocked dates, make a reservation and then call our reservations department to extend your arrival or departure dates.
- Call in reservations will not be accepted, the special OAPT rate is only available online as described above
- The group rate/group discount is no longer valid after the room block expiration date of August 22, 2020.
- If a reservation is needed past the date listed above, the room will have to be booked at the best available rate the hotel is offering.
- There are limited rooms in the group block and reservations are first come, first served. All reservations are based on availability, restrictions may apply, including minimum length of stay. Availability and restrictions fluctuate daily.
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Helping sponsor our Conference in 2020 is the Lake Erie Shores and Islands
See our sponsors OR become a sponsor: click HERE
Scholarship Application: click HERE
Conference Registration: click HERE
State of Ohio – sales tax exempt form: click HERE
By attending you will be able to earn CPFA/ACPFA credits, CPE hours and State Treasurer CPIM credits
The Lodge at Geneva-on-the-Lake
Conference – 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. 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 5:00 PM, SEVEN (7) CALENDAR days after the event 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
Conference – 2019
Presentations
Conference Agenda: click HERE
1 – Meeder – Current Economic and Interest Rate Environment
2 – Pelfrey – Bonefish – Beyond the Numbers-Expansion of Fraud Accountability
3 – Costanzo – Weltman – Embezzlement in Public Office
4 – Sankey – First Commonwealth Insur – Rising Healthcare Costs, Employer tools, etc
5 – Gorfido – Rea & Assoc – Uniform Grant Guidance
6 – Stein – Bricker – Medical Marijuana
7 – Mendiola – Charles E Harris & Assoc – Audit Best Practices
8 – The OAPT Investment Game Show – no PowerPoint
9 – Kostura – McGlinchey Stafford – Fraud Gov’t Investigations
10 – Meeder – Building Proper Infrastructure for Investment Program
11 – Angelo – Huntington Capital – Development Financing
12 – Fleischer – Safeguard – Check Fraud-Security
13 – Iosue – Harvey-Abens-Iosue – Fact finding-Conciliation-Workers Comp
Conference – 2018
2018 Conference Agenda
Presentations
1-Making Sense Of Money-Fed Reserve & Monetary Policy – Fitzpatrick
3-Developing a Collections Program – Weltman – Costanzo
4-Update on OPCS – TOS – Lewis
5-USDA Rural Dev-Bldg & Improv Infra in Rural Amer – USDA – Donaldson
6-Drug Testing and Medical Marijuana – Clemans – Esposito
7-Best Practices During a Rising Interest Rate Envir – Meeder
8-Investment Accounting & Reporting – UAC – Yacobozzi
9-Hinkle Filing Requirements – Charles Harris
10-Fraud Prevention – First Commonwealth Bank
11-Document Mgmt Strategy – Postlethwait – Fireproof
12-CompMgmt What they can do for you – Nardini and Cain
Conference – 2017
Presentations
1 – Harper-TOS – Collateral and Risk Management
2 – AOS – Internal Controls 101
3 – Dinsmore – Legislative Updates for Public Entities
4 – Raymond James-Fink – The Fed The Bond Market and Whats in Place
5 – Impact Group-Speaks – Culture of Appreciation in the Workplace
7 – Frost Brown Todd Law – FLSA and Supervision
8 – Fountain – Travelers-Fundamentals of Risk Management
9 – Yacobozzi – Principles of Investment Accounting
10 – Harden-Medben – Affordable Care Act Whats Next
11 – Kiko – Asset Mgmt Converting Surplus into Cash
12 – Bricker – JEDDs and Other Economic Development Tools
14 – Huntington – Recognizing and Protecting Against Cyberfraud
OAPT Conference Exhibitors and Sponsors
If you’re interested in being an exhibitor at our Annual Fall Conference, please review this information.