Annual Public Finance Officer Training: June 3-7, 2024
and Maintenance Program: June 6-7, 2024
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: Training flyer 2024
Agenda: Coming Soon
Kalahari Hotel Reservation: Click here
State of Ohio – sales tax exempt form: Click here
Scholarship Application: Scholarship Application
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
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.
Click here: Fiscal Officer Integrity Act
Note – the 2020 Conference was cancelled due to the COVID-19 Pandemic.
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 – rev
13 – Bricker – Principles of Public Finance
14 – Meeder – Stanic – Investments-Finding Certainty during Uncertain Times
15 – Huntington and Chase – Banking
In course number order
Monday through Wednesday
1 – Artman – Financial Controls
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
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
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
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