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: 4/9/25

CPIM Credit: This conference will be submitted for continuing education credit for the Ohio Treasurer’s Center for Public Investment Management (CPIM). Check back for credit hours.

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. Print them prior to the conference, 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

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 – 10:45 a.m. | TBA

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

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?

Susan Willeke, Ohio Ethics Commission

3 p.m. | Adjourn