CPIM - Public Library Fiscal Officer Conference

Description

Registration deadline: 4/24/24

Who should attend: Fiscal officers and other staff members responsible for managing library finances.

Hotel Accommodations: A room block has been reserved at the Nationwide Hotel and Conference Center. To reserve a room at the reduced rate of $142/night (plus taxes at 16% currently), reserve your room online or call 614-880-4300 and provide Group Code #382363 and Group Name: Ohio Library Council. Tax exempt forms should be emailed ahead of time to info@nationwidehcc.com. If you need the forms, they can be found here.

Hotel reservation deadline: 4/14/25

CPIM Credit: This conference has been approved for 9 hours of continuing education credit for the Ohio Treasurer’s Center for Public Investment Management (CPIM). 

Continuing Education Credits: For those working toward their Ohio Public Librarian or Ohio Public Library Staff re-certification, this conference will qualify for 10 credit hours.

What is Included: Morning refreshments and lunch. All handouts, provided by presenters, will be available online through the OLC app. View them from your personal device during the event or view/download them after the event. The handouts will be available in the OLC app for 30 days following the program. Attendees will also receive a free digital copy of the Ohio Public Library Accounting Handbook.

DAY ONE AGENDA – Thursday, May 1

(Grand Ballroom 1-2 in the Virginia Building)

9 – 9:30 a.m. | Registration and Networking

9:30 – 9:45 a.m. | Welcome and Introductions 

Michelle Francis, Executive Director, OLC and Lisa Havlin, Coordinator, OLC Library Accounting Division 

9:45 a.m.-10:45 a.m. | Auditor of State Update

Bob Hinkle, Ohio Auditor of State’s Office

10:45 – 11 a.m. | Break

11 a.m. – 12 p.m. | Ohio’s Sunshine Laws – Public Records & Open Meetings

Jason Elvers, Vorys, Sater, Seymour and Pease LLP

12 – 1 p.m. | Lunch in the Dining Room (Ohio Building)

1 – 2 p.m. | Human Resources — Hot Topics

Andrew Esposito, Clemans Nelson & Associates, Inc.

2 – 2:15 p.m. | Break

2:15 – 3:15 p.m. | Investment Strategies 

Ryan Nelson and Joe Violand, RedTree Investment Group 

3:15 – 3:30 p.m. | Break

3:30 – 4:30 p.m. | Compliance Supplement Updates

Joey Jones, Ohio Auditor of State’s Office

4:30 p.m. | Adjourn

DAY TWO AGENDA – Friday, May 2

(Grand Ballroom 1-2 in the Virginia Building)

8:30 – 9 a.m. | Registration and Networking

9 – 9:15 a.m. | Welcome

Michelle Francis and Lisa Havlin

9:15 – 10:15 a.m. | Statehouse Update

Jay Smith, Director of Government and Legal Services and Michelle Francis

10:15 – 10:30 a.m. | Break

10:30 – 11:45 a.m. | Ohio’s Economy and Looking Ahead 

Dr. Howard Fleeter, Fleeter & Associates

11:45 a.m. – 12:45 p.m. | Lunch in the Dining Room (Ohio Building)

12:45 – 1:45 p.m. | Fraud Case Study

Marissa Gibson and Erin Kelly, Ohio Auditor of State’s Office

1:45 – 2 p.m. | Break

2 – 3 p.m. | Ohio Ethics Law – Can I Do That?

Nick Rohrbaugh, Ohio Ethics Commission

3 p.m. | Adjourn