Conference Agenda

We look forward to seeing you at the 2022 Fall Conference!

The CTAO Conference Planning committee has been hard at work preparing for our 2022 Fall Conference & Annual Meeting. Although the bar was set high after our Spring Conference in Canton, we believe they have come up with another informative & fun conference.
We’re finalizing presenter times on the agenda and working on AOS & TOS continuing education approvals.
Here are the topics that will be covered:
  • Banking RFPs - Do’s & Dont’s
  • County Treasurers Quiz Bowl
  • Inflation - Navigating Today’s Investment Environment
  • Employment Law - Having Difficult Conversations in the Workplace
  • Commercial Paper
  • Public Finance
  • The Land Bank Revolution
  • Legislative Update & Annual Business Meeting
  • Roundtable Discussions
More specific information about each session and the presenters will be posted prior to the conference.

Click through the tabs below to view each day's schedule of events.


Wednesday, November 16

7:30 - 9:00 am Breakfast for overnight guests
9:00 am Vendor Setup Begins
9:00 am - 10:30 am Registration Opens/Badge Pick Up
10:30 am - 11:45 am

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.

11:45 am - 12:00 pm Update from Ohio Treasurer Robert Sprague

We'll welcome the Treasurer of State to the conference and hear updates on his office's priorities for the upcoming year.
12:00 - 1:00 pm Lunch
1:00 pm - 2:00 pm

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.

2:00 pm- 2:15 pm Break/Visit Exhibitors
2:15 - 3:15 pm

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.

3:15 pm

Break/Visit Exhibitors

3:30 pm Time for District Meetings (if desired)
4:30 - 5:15 pm Break
5:15 pm Buses Depart for Pins Mechanical & 16-Bit Arcade
5:30 pm - 8:30 pm Pins Mechanical Dinner & Networking
Join us as we return to Pins Mechanical & 16-Bit Arcade at Bridge Park in Dublin for a fun night of pinball, duck pin bowling, bocce, vintage arcade games, food and fun. We'll provide shuttle service to and from the venue. Dinner will be provided from Donatos Pizza, including a variety of pizzas, subs and salad.
8:30 pm Hospitality Area Opens


Thursday, November 17


7:00 am Breakfast begins
8:00 am - 9:00 am

 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.

9:00 am Break/Visit Exhibits
9:15 am - 10:15 am

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.

10:15 am Break/Visit Exhibits
10:30 - 11:30 am

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.

11:30 am - 1:00 pm Lunch
1:00 pm - 2:00 pm

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

2:00 pm Break/Visit Exhibits
2:15 pm  - 3:15 pm

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.

3:15 - 4:30 pm Vendor Happy Hour
4:30 - 5:30 pm Break
5:30 pm Buses depart for Columbus Blue Jackets Hockey Game
6:00 - 9:30 pm

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!

Scott's Turf Terrace

9:30 pm - 11:00 pm

Hospitality Area Open


Friday, November 18



7:00 am Breakfast Buffet Opens
8:30 am - 9:30 am  Investing In Commercial Paper (1 hour TOS)
Presented by Eileen Stanic & Scott Gruber, Meeder Investment Management

This session will explore the ORC required training and certification needed to invest in commercial paper. Topics to be covered include: Definitions, Statutory Requirements, Types, Investment Considerations, Credit Rating Agencies, and the Credit Research Process.
8:00 am - 10:00 am Vendor Tear-down
9:30 am Break/Room check out
10:00 am - 12:00 pm Having Difficult Conversations in the Workplace & Employee Free Expression (2 hours AOS)

Douglas Duckett, Esq., will be returning to our Fall Conference to offer more of his expert insight on Employee and Employment Law issues. This presentation will focus on how to handle difficult conversations in a productive way, the dangers of avoiding or overly postponing them, and why they are so challending in the first place. The session will also cover how to handle Employee Free Expression, particularly as it relates to the public office setting.
12:00 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.

Tuesday, November 15


 All Day  Arrival & Check-in
5:00 pm - 9:00 pm

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.