Public Finance Officer Training

Kalahari Resort and Convention Center, Sandusky, Ohio

2022 Training Program

Annual Public Finance Officer Training: June 13-17, 2022

and Maintenance Program: June 16-17, 2022

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: Finance Training Brochure 2022

Agenda: click here



OUR ROOM BLOCK GUARANTEE DEADLINES HAVE PASSED – if you still need a room, you are not likely to find our room block rate any longer.  If you have any questions, please email

Kalahari Hotel Reservation – please see NOTE below:

A dedicated website is now available for your attendees to book their hotel rooms online. Make your reservation today by clicking on the link below.

Booking Website:

Kalahari Hotel Registration Link


NOTE:  Our room block is sold out on Monday evening, and so is the entire hotel at the Kalahari.  We have negotiated an additional room block at the Tru by Hilton, just down the street from the Kalahari.  If you are planning on coming out for the week, you can reserve a room at the Tru by Hilton for Sunday and Monday evenings, then reserve a room at the Kalahari Tuesday evening through Friday morning.  Our room block of $124 is still available at the Kalahari Tuesday evening through Friday morning, the Kalahari also has some King Living Room suites available for $154 Tuesday evening through Friday morning.  Or if you prefer not to switch on Tuesday, you can reserve a room at Tru by Hilton for the entire week.

Here are the details for the Tru by Hilton Sandusky room block.

Hotel: Tru by Hilton Sandusky 

           6110 Milan Rd.  

           Sandusky OH, 44870

Booking Link:

Group Code: OHAPT enter this in the group code field on  or Hilton App 

Rooms available:  Sunday  June 12, 2022 through Check out: Friday June 17, 2022  

Rate: $159 

Reserve By Date: May 13, 2022  

Cancellation: 3pm 3 days prior to arrival  

Phone Reservations: 1-844-Tru-You8 (878-9688) request the Ohio Association of Public Treasurers  group rate  

Check In: 4:00 pm          Check Out: 11:00 am  



State of Ohio – sales tax exempt form:  click here

Scholarship Application: click here

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 –

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

Previous Conferences

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

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