Public Finance Officers Training

Public Finance Officers Training

Public Finance Officer Training

Kalahari Resort and Convention Center, Sandusky, Ohio

        2021 Training Program

Training Program – June 14th – 18th

CPFA Maintenance Program – June 17th – 18th


        2020 Training Program



See future Save the Dates below

Due to many uncertainties, we have decided to cancel our 2020

Finance Officer Training Program.  If you have paid your

registration fee it will be applied towards your 2021 registration,

if you prefer a refund, email

If you made a room reservation go to the following web page

to cancel your reservation and if you paid a room deposit

it will be fully refunded.

Hotel Room Cancellation: click here


Annual Public Finance Officer Training: June 15-19, 2020

and Maintenance Program: June 18-19, 2020

Get Ready for the Experience!


Program Flyer: click here
Detailed Agenda: click here


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


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


State of Ohio – sales tax exempt form:  click here


Scholarship Application: click here


Save the Dates
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


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 –

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

2017 Presentations:

Detailed Agenda, including ALL certification Points and Hours for 2017 – click HERE

In Course number order


1 – Swift – Vital Records and Disaster Preparedness

1a – Vital Records Resources 2016

1b – Activity-Critical Functions_32065_1

1c – Activity-Risk_32066_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

2 – Princehorn – Article JEDD

2a – Princehorn – Levy Alternatives for Ohio School Districts

2b – Princehorn – Bond Election Filing Deadlines – 2017 – 2020

2c – Sample Memo

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

8a – Harper-Lewis – OPCS

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

16 – Fagnilli -Personnel Mgmt and Related Matters

17 – Okray – Managing Banking Relationships