Join Our Live Webinar

Join Our Live Webinar

 

 

WEBINAR:  Meeder Investment Management – What’s Next: A Life After COVID-19

 

 

 

 

Wednesday December 2, 2020 10:00 AM – 12:00 PM EDT

Pre-Registration is Required – Register Here

Once you are registered you will receive a confirmation email containing information about joining the webinar.

 

Description: Actions taken to address the economic fallout of COVI D-19 have impacted interest rates and the investment portfolio’s of public entities.  This course will look at the current factors driving interest rates going forward and the benefit of sticking to a long term investment plan.  This course will start with an overview of events leading up to the current market environment, where we may be headed over the near term and investment strategies to apply with the goal of meeting your entity’s investment objectives.  Participants will gain an understanding of the current economic and interest rate environment along with the factors impacting the interest rate outlook

Credits Pending:

2.0  CPIM

2.4  CPE

1.0  CPFA

 

Meeder Panel of Speakers:

Jason Headings holds a B.S. in Finance and a B.S. in Marketing from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 10 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.

Jim McCourt is a Portfolio Manager with over 10+ years of fixed income investment experience and is a CFA Charterholder. He attended The Ohio State University with a bachelor’s in financial management and Capital University for his MBA. Jim also serves as instructor of training material for the Center for Public Investment Management (CPIM) program, as well as Ohio CTAO and Ohio APT events.

Jason Click joined Meeder in 2009. With 20 years of experience in the financial services industry, Jason serves as Senior Vice President of Meeder Investment Management and President of Meeder Public Funds. Jason oversees the strategic direction and management of Meeder’s Public Funds, Private Client Services, and Retirement Plan Services businesses. Jason is a member of the executive team working to define growth and innovation strategies for the overall firm. He currently holds a FINRA series 6, 63 and 7 and the CERTIFIED FINANCIAL PLANNER™ certification.

Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than 10 years of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has experience as a CPIM instructor. Eileen graduated with a BA in Finance from Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a member of the CFA Institute and the CFA Society of Cleveland. Eileen is a Certified Treasury Professional (CTP).

 

 

Prior Webinar

 

Working with your Bank during a COVID crisis, what you need to know and should expect

Thursday November 12, 2020 10:00 AM – 12:00 PM EDT

 

Description:  This Webinar will provide information and best practices related to Cash Management, Debt Issuance and Management, including budgeting, fraud prevention and internal controls. Cyber crime and best practices during this time. Expectations and best advice from the Financing side.

Credits Approved:

2.0  CPIM

2.4  CPE

1.0  CPFA

Webinar Recording 11-12-2020

1-Cybersecurity Presentation

2-Debt Presentation

3-Huntington Bank Speaker Contact Information

 

Huntington Bank – panel of speakers:

Tony Okray (CTP), currently serves as Senior Vice President Government Banking Relationship Manger for Huntington Bank in the Summit, Stark, Portage, Medina, Wayne, Ashland and Richland County Ohio markets. He provides day-to-day direct support for government clients within his assigned areas. Previously he had worked for FirstMerit bank as Vice President -Team Leader in the Treasury Management Department. Tony joined FirstMerit in 1999 after a combined seven years in retail and commercial banking with Star, FirstStar, and US Bank. Tony has over 35 years of banking experience and also holds his CTP certification and is active in the Association For Financial Professionals (AFP). Tony is also very active in volunteer activities, including Jr. Achievement, local clubs and boards and has dedicated numerous hours to youth coaching in Baseball, Basketball, Softball and Soccer.  Tony currently lives in North Canton Ohio with his wife and is father to three children.

Jill Murphy is a Senior Vice President for Huntington National Bank’s Public Capital Team.  In this role, she is responsible for identifying, structuring, pricing and booking private placement and equipment finance opportunities.  She manages the Team and is responsible for the $3 Billion Portfolio. Murphy has over 17 years of banking experience in numerous lines of business including Retail, Mortgage, Learning & Development, Treasury Management, Commercial Banking, Government Banking, and Municipal Finance.  She joined the Huntington Team in 2002 and has been solely concentrating on Government Entities for the past 9 years. Murphy holds a bachelor’s degree from Kent State and has received several awards for her career milestones and service dedication to the community.  In 2012 she was nominated for the Athena Award and in 2013 she was selected as the MVP in NE Ohio at the 25 under 35 Awards.  She is a graduate of the Mahoning Valley Government Leadership Academy and Leadership Mahoning Valley, is a member of Woman in Public Finance, has served on multiple boards and volunteers regularly at community events. Murphy enjoys coaching her children, camping, volunteering and enjoying the outdoors.  She resides in Fowler, Ohio with her husband and two children.

Don Boian, an accomplished technology leader and award-winning information security expert, is the CyberSecurity Outreach Director for Huntington Bank. In this capacity, he works with customers and commercial clients to raise awareness of Information Security threats and vulnerabilities. He is also responsible for fostering closer partnership with government organizations that work in the cybersecurity space. Prior to this role, Boian served as Huntington’s Chief Information Security Officer for over 2 years. Prior to joining Huntington, Boian spent 30 years at the National Security Agency and retired as a Defense Intelligence Senior Executive working both offensive and defensive cyber operations. Active in the cyber security community, Boian serves on the board of the National Technology Security Coalition. He has received numerous service awards including the Chairman Joint Civilian Service Commendation Award, Dr. Louis Tordella Award, Meritorious Civilian Service Award, National Intelligence Meritorious Unit Citation, and the Joint Meritorious Unit Award. Mr. Boian is also a cyber security consultant for the U.S. Department of Energy. Boian received his MS in electronic engineering from Johns Hopkins University and holds a bachelor’s degree in electrical engineering from The Ohio State University.

Philip Angelo is an Associate Director with Huntington’s public finance group.  Since joining Huntington in 2016, Mr. Angelo has been on the financing team for over 70 transactions with a total par amount of over $7 billion.  Mr. Angelo’s main focus is on economic development, as he seeks to leverage public incentives to lower the overall cost of capital to finance various projects.  Prior to joining Huntington, Mr. Angelo spent over 8 years in the public sector, with time spent at the White House Office of National Drug Control Policy, the U.S. Agency for International Development, and Cuyahoga County (Cleveland, Ohio).  Mr. Angelo received his Law degree and Master in Public Administration from Cleveland State University, and he obtained his undergraduate degree in history from Ohio University. Mr. Angelo is a board member for New Avenues to Independence, the Italian Cultural Garden Foundation of Cleveland, a trustee for the Cleveland-Marshall Alumni Association, and a member of Phi Beta Kappa. Philip is also a FINRA Municipal Securities Representative (Series 52 and Series 63).

 

 

 

Prior Webinar

 

Ethics and Fraud Prevention in a Pandemic

Wednesday, October 7, 2020 10:00 AM – 12:00 PM EDT

Sara Costanzo, Partner, Weltman, Weinberg & Reis

Credits Approved:

2.0  CPIM

2.4  CPE

1.0  CPFA


The pandemic has brought many changes to the workplace, including working remote and less face-to-face communication. With countless employees working from home, how can companies be sure they’re behaving ethically?

The Ohio Association of Public Treasurers and Weltman held a Webinar on Wednesday, October 7th for “Ethics and Fraud Prevention in a Pandemic.” Shareholder Sara Costanzo covered the importance of a strong ethical culture, how to build and maintain the culture while avoiding the pitfalls of public embezzlement and fraud, and how to maintain the culture with remote working. This course enhanced the participant’s background and working knowledge in the areas of ethics and fraud prevention in the workplace.

Thank you to all that joined us for the Live Webinar, here is the link to the Webinar recording and a copy of the slide presentation:

Webinar Recording 10-7-2020

OAPT Ethics and Fraud in a Pandemic

 

Webinar – 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

If you need a certificate for your CPE’s or CPFA hours, email your request to OAPT@Outlook.com