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CPIM 2010 Schedule




CPIM Academy provides public funds managers the ability to select courses about Investments, Cash Management, Finance, and Ethics. The course offerings are structured to meet the various levels of educational and experience of Ohio’s public funds managers. The course numbering series of 100 to 400 is patterned after the traditional collegiate structure; 100-level courses are designed to address fundamentals and the 400-level classes are more advanced.

As is true with the traditional college setting, students entering higher education must complete “freshman orientation.” In keeping with this spirit, we have implemented a separate track for public funds managers who have been in their positions less than four years. New public funds managers will take FIN 102: Understanding Basic Municipal Debt Structures, INV 104: Bonds Made Simple, CASH 125: Bank Analysis Statements Explained, as well as one additional class of their choice.
 

2010 CPIM Conference Schedule
Full Day Conferences  
Thursday, March 25 Sinclair Community College
444 West Third St.
Dayton, OH 45402
Thursday, April 1 Holiday Inn & Roberts Conference Center
123 Gano Rd.
Wilmington, OH 45177
Thursday, May 6 Skyline Hotel of Independence
5300 Rockside Rd.
Independence, OH 44131
Registration Closed
No walk-in's will be accepted.
Thursday, June 17 Ramada Hotel & Conference Center
3536 Secor Rd.
Toledo, OH 43606
Thursday, July 22 Quaker Square Inn at the University of Akron
135 S. Broadway
Akron, OH 44325
Thursday, September 2 Concourse Hotel & Conference Center
4300 International Gateway
Columbus, OH 43219
   
To register online for a Full-Day conference, click on the conference location listed above. To register by fax or mail, click here.

Computer lab courses are not designed for Excel beginners.
   
Computer Lab Conferences  
May 13, 2010 Cleveland State University East, Solon - Morning
May 13, 2010 Cleveland State University East, Solon - Afternoon
August 19, 2010 State Library of Ohio, Columbus - Morning
August 19, 2010 State Library of Ohio, Columbus - Afternoon
Registration Closed
No walk-in's will be accepted.
   
To register online for a Computer Lab conference, click on the conference location listed above. To register by fax or mail, click here.

Computer lab courses are not designed for Excel beginners.


Each computer lab is designed to offer three hours of continuing education. There will be a morning and afternoon session offered on each of the above listed dates.

 

Full Day Conference Agenda
 
Years of Experience
0-3 Years
4 or More Years
Session 1
8:30 a.m. - 10:00 a.m.
INV 104:
Bonds Made Simple
CASH 202:
Disbursements Management
INV 212:
Portfolio Management: The Role of Investment Professionals
FIN 302:
The "Post" Crises Municipal Market
Break: 10:00 a.m. - 10:15 a.m.
Session 2
10:15 a.m. - 11:45 a.m.
FIN 102:
Understanding Basic Municipal Debt Structures
CASH 281:
The Audit: How to Prepare for and Benefit from an Audit
INV 310:
Bond vs. Bond
INV 210:
How Economic Indicators Affect Your Portfolio and Your Budget
Lunch 11:45 a.m. - 12:45 p.m.
Session 3 12:45 a.m. - 2:15 p.m.
CASH 125: 
Bank Analysis Statements Explained
MGT 202:
The Four Temperaments and Leadership
INV 405:
Viewing Investing as a Risk Management Process
COMPL 202:
What Do We Do Now? A Fiscal Watch & Fiscal Emergency Survival Guide
Break: 2:15 p.m. - 2:30 p.m.
Session 4 2:30 p.m. - 4:00 p.m.

COMPL 202: What Do We Do Now? A Fiscal Watch & Fiscal Emergency Survival Guide
ETH 210:
Ohio Ethics Law ‒ What Should I Know?
MGT 304:
Leadership Theories in Practice of Solving Problems

 

Computer Lab Agenda
 
Morning Computer Lab
8:30 a.m. - 9:00 a.m. Registration
9:00 a.m. - 10:30 a.m. INV 340: How to use Excel ®  to Evaluate the Yield Curve
10:30 a.m. - 10:45 a.m. Break
10:45 a.m. - 12:15 p.m. INV 341: How to use Excel ®  to Build a Cash Flow Model
   
Afternoon Computer Lab
12:15 p.m. - 12:45 p.m. Registration
12:45 p.m. - 2:15 p.m. INV 340: How to use Excel ®  to Evaluate the Yield Curve
2:15 p.m. - 2:30 p.m. Break
2:30 p.m. - 4:00 p.m. INV 341: How to use Excel ®  to Build a Cash Flow Model

 

Computer lab courses are not designed for Excel ®  beginners.


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