Conference Agenda

CTAO Business Meeting & Legislative Report (1 hour AOS)

Join us as we kick-off our Fall Conference & Annual Meeting with this session presented by Alex Zumbar, President, Dan Talarek & Barney Wright, Legislative Committee Co-Chairs, and a Capitol Square Update from CTAO Executive Director Kevin Futryk and State Lobbyist Julia Wynn. We have also invited Treasurer Robert Sprague & Auditor Keith Faber to come offer remarks.

Banking RFPs - Do's and Don'ts (1 hour TOS)
Presented by Caroline Bove, First Financial Bank & Dan Biser, Processing Advisor, First National Bank

Learn if, when, and how to do a Request For Proposals (RFP) for banking services. Participants will learn tips and tricks, as well as gain a better understanding of cash management services specifically of interest for County Treasurers, including lockbox and merchant services.

County Treasurers Quiz Bowl (1 hour of TOS)

Ryan Nelson & Jennifer Trowbridge from RedTree Investments will engage the audience in a game show format where treasurers will be asked to answer 20 questions testing their knowledge of a variety of financial and investment centered topics.

Break/Visit Exhibitors

 Manuscript Debt for County Treasurers: Legal & Practical Considerations (1 hour TOS)

Presented by Dennis Schwallie, Esq; Dinsmore & Shohl

This session will answer the question “What is manuscript debt?” and describe circumstances where the purchase of manuscript debt issued by a county, township, village or other political subdivision may be appropriate. Legal authority for such purchases as investments and practical considerations in making such purchases will also be discussed.

Inflation: Navigating Today's Investment Environment (1 hour TOS)
Presented by Jason Click & Jim McCourt, Meeder Investments

Inflation is at levels not seen in the past 40 years and the Federal Reserve is committed to using their tools to combat it. We will look back at prior episodes of high inflation and the current inflation landscape to gain perspective on the impact to your investment portfolio. All of this will be tied together to help you determine the prudent course to apply to your investment strategy.

The Power of County Land Banks and the Treasurers Role (1 hour AOS)
Presented by Jim Rokakis, Ohio Land Banks Association

Considered by many to be The Godfather of Land Banks in Ohio, Mr. Rokakis will cover the history of county land banks, the work they have done in Ohio communities, and the key role county treasurers play in these redevelopment efforts.

Treasurer Roundtable Discussions (1 hour AOS)

Treasurers will gather based on county population to discuss issues facing their offices and share advice and best practices with their peers & colleagues. We will once again be offering the opportunity for similar sized counties to gather and discuss issues & topics of concern. We'll provide some questions for all groups to discuss.

Group 1 - 1-35,000 people   Diane Sargent
Group 2 - 35,001 - 55,000   Scott Zumbrink
Group 3 - 55,001 - 95,000   Bill Ogg
Group 4 - 95,001 - 200,000 John Burke
Group 5 - 200,000+            Dan Talarek

Treasurer Roundtable Recap

Gather back together with the whole group to hear what other roundtables discussed and learn from each other. Ask questions and provide feedback and ideas to your fellow treasurers in this peer-to-peer learning opportunity.

Columbus Blue Jackets Hockey Game
Join us at the Scotts Turf Terrace for networking, dinner and cocktails in this unique and private space at Nationwide Arena. The Blue Jackets will take on the Montreal Canadiens. The puck drops at 7:05. We are invited onto the ice after the game for a group photo. Don't worry if you don't know anything about hockey. It's a fun experience for all!

9:30 pm - 11:00 pm

Grab & Go (or stay!) Lunches

The Deli buffet will allow guests to build their own to-go box or each your lunch with colleagues before you travel home.

Welcome Reception

Join us for a casual gathering for food and drinks and say hello friends and colleagues before the official kick-off of our Fall Conference.