Public Finance Officer Training

Kalahari Resort and Convention Center, Sandusky, Ohio

2023 Training Program

Annual Public Finance Officer Training: June 5-9, 2023

and Maintenance Program: June 8-9, 2023

Get Ready for the Experience!

 

Registration for the Finance Officer Training Program 5-days:  Click here

Registration for the Maintenance Program 2-days (Thurs. and Friday):  Click here

Program: OAPT Finance Training Brochure 2023

Agenda: Agenda – 2023

Kalahari Hotel Reservation:  Click here

State of Ohio – sales tax exempt form:  Click here

Scholarship Application: Scholarship Application

 

If you have any questions, please email OAPT@Outlook.com

Event Details

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

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

Previous Conferences

Note – the 2020 Conference was cancelled due to the COVID-19 Pandemic.

2023 Presentations:

Detailed Agenda, including ALL certification Points and Hours for 2019 – Agenda

In Course number order

Monday through Wednesday

1 – SSI-Burke – from paper to automation

2 – Shortland – Budgeting Presentation

3 – Swift – Local Gov Records, Retention, Disposition, Electronic Records

4 – Meeder-Stanic – Fundamentals of Investing

5- Massey – Expanding Grant Capacity, Grants Mgmt

6 – MAS – Capital Planning and Debt

7 – Burgett – Frost Brown Todd – Having Employees in 2023

8 – AOS-Downing – Certificate of Transition

9 – AOS-Gibson-Benson – Confessions of Fraudsters

10 – Costanzo – Communications & Public Relations

11 – Speaks – Impact Group – How to Lead Like an Emperor

Thursday and Friday

12 – Antenucci-Geauga County – Enhancing Cyber Security

13 – Bricker – Principles of Public Finance

14 – Meeder – Stanic – Investments-Finding Certainty during Uncertain Times

15 – Huntington and Chase – Banking

16 – Willeke – Ohio Ethics Law Overview

17 – Clemans-Nelson – Bridging Diversity & Gen Gaps

2022 Presentations:

In course number order

Monday through Wednesday

1 – Artman – Financial Controls

1B – Mendes – Risk Management

2 – Sudsina – 2022 Bond Market Update

3 – Welty-Johnson – Financial Reporting

4A – Princehorn – Levy Campaigns-Practical Guidance in a Polarized Environment

4B – Princehorn – Pipeline Update

4C – Bricker – Alphabet Soup (McCarthy)

4D – Property Tax Presentation (Tannehill)

5 – Kerker – Governmental Financial Reporting

6 – Clemans-Nelson-HR Best Practices

7 – Clemans-Nelson – Hot Topics in HR

8 – Long-Anzevino – Treasury Mgmt Solutions & Fraud Prev

9 – Costanzo – Revenue Collection 2022

10A – Altier – Funds and Fund Transfers

10B – Altier – Bidding and Propert

Thursday and Friday

11- Ohio Ethics Law Overview

12 – Massey – Navigating Fiscal Recovery Funds and Uniform Guidance

13 – Meeder – Economic update and current trends

14 – Farris-Shildwatcher-Broerman – Cash Mgmt and Banking Relations

15 – Walder-Zumbar – Reserve Balance Accounts

16 – Speaks – Communication and PR Skills you must have in today’s world

17 – Meeder – Real Word Case Studies-Investing and Portfolio Management

2021 Presentations:

In Course number order

Monday through Wednesday

1 – Ratcliff – Disaster Preparedness

2 – Sudsina – Bond Market Update

3 – Kite – Cash Management Tools & Bidding Guidance Presentation

4A – Oswald – Cyber Vulnerability

4B – Oswald – Direct Primary Care

4C – Oswald – Fiduciary Responsibilities 457 Deferred Comp

5 – Sems – Cyber Defense

6 – Conrad – Understanding Internal Control and Fraud Prevention

7 – Stanic – Basics of Investing Public Funds

8 – Fiala – Non-HR Professional’s Guide to Managing HR

9 – Kerker – Governmental Financial Reporting

10 – Sara Costanzo – Revenue Collections-Show me the Money

Thursday and Friday

11 – Walder and Zumbar – County Budget Commission

12a – Meeder – Evolution of the Federal Reserve

12b – Meeder – How to Build Successful Investment Program

13 – Magda-Weltman – How to Elevate Your Communication Strategy

14 – Shildwachter-Broerman-Farris – Cash Mgmt and Banking Relations

15 – Willeke – Ohio Ethics Law Overview

16 – Princehorn – Lewis – Principles of Public Finance

17 – Scurti – Public Infrastructure