Annual Public Finance Officer Training: June 2-6, 2025
and Maintenance Program: June 5-6, 2025
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: Program Brochure!
Agenda: Agenda – 2025
Kalahari Hotel Reservation Booking Webpage: Click here
State of Ohio – sales tax exempt form: Click here
Scholarship:
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
The TOS has established new reporting requirements for CPIM hours. Attendees will not fill out the CPIM Certification of Hours Form provided to you during one of our events. You can then scan the completed form and email it directly to CPIM at CPIM@tos.ohio.gov or leave it with us at the end of the last session and we will forward it to CPIM on your behalf. The form must be returned to CPIM within 7 calendar days of completing the courses to receive credit. Please reach out to oapteducation@gmail.com if you have any questions on how to submit CPIM hours.
Click here: Fiscal Officer Integrity Act
Note – the 2020 Conference was cancelled due to the COVID-19 Pandemic.
In Course number order
Monday through Wednesday
1-Swift – OSU – Managing Electronic Records
3 – Bove – First Financial Bank – Cash Mgmt Trends Best Practices
4 – O’Leary – Organizational Mgmt – How to get it all done
5 – Massey – OBM – Federal Grant Updates-Financial Reporting
6 – BradleyPayne-Dinsmore – Muni Finance Overview, Capital Strategies
7 – Corbin – SSI – Empowering Autonomy Tools for Building Self-Sufficient Departments
9 – Costanzo – Weltman – Revenue Collection 2024
10 – Croghan Bank – Disaster Recovery
Thursday and Friday
11 – Sudsina – Capital Financing Update
12 – Willeke – Ethics Commission – Ethics Law Overview
14a – King-Okray – Huntington – Utilizing Both Sides of the Balance Sheet
14b – Chambers-Okray – Investments
15 – Speaks – Impact Group – Building-Promoting and Protecting your Brand
16 – Swartz-Konieczny – Principles of Public Finance and Housing
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