This two-day conference is designed to provide continuing education
credit for the Ohio Treasurer’s Center for Public Investment Management
(CPIM) and training for Library Fiscal Officers.
| This presentation will provide an update on legislation that affects public libraries including the impact of the state's current biennial budget. Gain a better understanding of how the Public Library Fund (PLF) has historically been funded and distributed to counties and how current state revenues have affected recent distributions. You will also learn more about the various resources that the OLC can provide to fiscal officers and directors. |
[email protected]
495 Metro Place South
Suite 350
Dublin, OH 43017
Phone: 614-410-8092
Michelle Francis is the Executive Director of the Ohio
Library Council, the professional association that represents Ohio’s 251
public library systems, including their administrators and staffs,
trustees, and Friends groups. The OLC is acknowledged as one of the
leading statewide library associations in the country and is
consistently recognized among professional associations in Ohio for its
outstanding advocacy efforts, information resources, and member
services. As the chief executive officer for the OLC, she is responsible
for working with the OLC Board of Directors to establish and execute the
strategic direction of the organization and the day-to-day direction
and management of its 10-member staff. Michelle was named the Executive
Director in June 2019. Prior to that,she served as the OLC’s Director of
Government and Legal Services where she monitored state and federal
legislation affecting public libraries, directed OLC’s lobbying efforts,
and assisted members with legal questions. She has been with the
organization since 2014. Before joining the OLC staff, she served as the
Deputy Director of Legislative Services for the Ohio School Boards
Association where she represented Ohio’s public school districts for
nine years. Michelle holds a Juris Doctorate Degree from Capital
University Law School and is a graduate of Morehead State University
with a Bachelor of Arts Degree in Political Science.
[email protected]
495 Metro Place South
Suite 350
Dublin, OH 43017
Phone: 614-410-8092
Jay serves as the Director of Government and Legal Services for the Ohio Library Council, the professional association that represents Ohio's 251 public library systems, including their administrators and staffs, trustees and Friends groups. The OLC is acknowledged as one of the leading statewide library associations in the country and is consistently recognized among professional associations in Ohio for its outstanding advocacy efforts, information resources, and member services. Smith is responsible for monitoring state and federal legislation relating to
library issues, directing OLC's lobbying efforts, sharing information
with OLC members on legislative issues, and helping members respond to
legal questions and changes in regulations.
Prior to joining the OLC in November of 2019, Smith served as Deputy Director of Legislative Services for the
Ohio School Boards Association (OSBA) and was a lobbyist for the
organization since 2010. Prior to his work at OSBA, Smith served as the
State Director of Government Affairs for the Fraternal Order of Police
of Ohio and as a legislative aide in the Ohio House of Representatives.
He holds a bachelor's degree in Political Science from The Ohio State
University and completed post-graduate coursework at the University of
Akron's Ray C. Bliss Institute of Applied Politics in campaign
management and lobbying.
| In Ohio, the "sunshine laws" refer to Ohio's Public Records Act and Open Meetings Act. These laws are based on the idea that there should be transparency in government, with public access to records, meetings, and activities of government, including public libraries. This session will provide an overview of best practices for public records management and disposal for public libraries in Ohio. It will cover exemptions to the Public Records Act and how they specifically apply to libraries. How these laws affect your library's finances, including your investment policies, will be discussed. Plus, you'll also learn more about the Open Meetings Act and what library fiscal officers should know about the law. |
[email protected]
88 East Broad Street, 5th Floor
Columbus, OH 43215
Phone: 800-282-0370
A native of Newton Falls (Trumbull County), Ohio, Mark Altier
graduated from Mount Union College; earned a Juris Doctor degree from
Cleveland’s Case Western Reserve University; and a Master of Arts in
Urban Studies from Akron State University. Mark has spent a career in the
public sector serving as a felony trial prosecutor and a two term, elected
commissioner in Wayne County; the first full time law director of the City of
Sandusky, Ohio; a village administrator and solicitor; and Chief Civil
Assistant Prosecuting Attorney and First Assistant in the Office of the
Miami County Prosecuting Attorney. Currently he is employed as Deputy
Chief Legal Counsel in the Office of Ohio Auditor of State Dave Yost. He
resides in Westerville, Ohio, with two cats, Murphy and Milo, and two
Corgis, Gus and Gracie.
[email protected]
495 Metro Place South
Suite 350
Dublin, OH 43017
Phone: 614-410-8092
Michelle Francis is the Executive Director of the Ohio
Library Council, the professional association that represents Ohio’s 251
public library systems, including their administrators and staffs,
trustees, and Friends groups. The OLC is acknowledged as one of the
leading statewide library associations in the country and is
consistently recognized among professional associations in Ohio for its
outstanding advocacy efforts, information resources, and member
services. As the chief executive officer for the OLC, she is responsible
for working with the OLC Board of Directors to establish and execute the
strategic direction of the organization and the day-to-day direction
and management of its 10-member staff. Michelle was named the Executive
Director in June 2019. Prior to that,she served as the OLC’s Director of
Government and Legal Services where she monitored state and federal
legislation affecting public libraries, directed OLC’s lobbying efforts,
and assisted members with legal questions. She has been with the
organization since 2014. Before joining the OLC staff, she served as the
Deputy Director of Legislative Services for the Ohio School Boards
Association where she represented Ohio’s public school districts for
nine years. Michelle holds a Juris Doctorate Degree from Capital
University Law School and is a graduate of Morehead State University
with a Bachelor of Arts Degree in Political Science.
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[email protected]
88 E. Broad Street
Columbus, OH 43215
Phone: 800.282.0370
Elizabeth has been with the Ohio Auditor of State’s Office for 12 years and is a Senior Forensic Audit Manager for the Special Investigative Unit. The Unit conducts limited scope examinations of financial records designed to investigate allegations of fraud, theft or misappropriation of public funds. Prior to joining the Unit, she was a financial auditor with the office for eight years. Elizabeth has a dual Bachelor’s Degree in Accounting and Business Administration from Franklin University and is a Certified Fraud Examiner.
[email protected]
88 East Broad Street 5th floor
Columbus, Ohio 43215
Phone: 1-800-443-9275
From 2001-2018, Auditor Faber served Ohioans in the state legislature, including time as President of the Ohio Senate. He earned a reputation for restraining state spending, lowering taxes and advocating for more transparent, accountable government.
Faber earned his undergraduate degree from Oakland University and his Juris Doctorate from the Ohio State University Moritz College of Law. After working in the private sector, he opened his own law firm, Faber and Associates LLC.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
| Discussion of fostering and maintaining a positive relationship with your banker as well as an update on services available and fraud trends. |
[email protected]
110 Riverbend Avenue
PO Box 1001
Lewis Center, OH 43035
Phone: 740-657-7466
Kate Nelson is the AVP, Treasury Management Officer for the Central Ohio Market and joined First Commonwealth Bank in May 2017, with nineteen years of experience in banking.
Prior to First Commonwealth Bank, Kate was the Treasury Management Officer for Delaware County Bank. Kate is responsible for the depository and electronic needs for any of the Bank’s business clientele in the Central Ohio region including, but not limited to, Libraries, School Districts, Municipalities, Cities, and Counties.
Kate serves as the Treasury for the Delaware Hayes Lady Pacer Softball Club and volunteers as the Treasurer for the Delaware Athletic Boosters Bingo Program. Kate resides in Delaware with her husband and two kids.
[email protected]
200 Civic Center Dr., Ste 825
Columbus, OH 43215
Phone: 614-238-2047
Mary has over 30 years of experience within the Central Ohio community and is currently responsible in working closely with Middle Market clients. She has a diverse background which includes experience in developing business within retail and private banking while leading a team of business banking, public sector and treasury management professionals. She is also active within the community and currently serves on First Commonwealth’s CRA Committee. Her diverse background provides her unique insight and a depth of knowledge to provide creative solutions and guidance to assist owner managed businesses with mergers and acquisitions, ownership and equity buyouts, succession planning, commercial real estate acquisition, equipment financing, and working capital and treasury management solutions.
She received her Bachelor of Science degree in Finance from Franklin University and is a Certified Exit Planning Advisor.
Mary serves as Board Chair for Resident Resources Network, Co-Chair for Mohun Healthcare Center and serves as Co-Chair of United Way’s E3 Initiative Program Committee. She and her husband reside in northeast Columb
[email protected]
25 Garfield Place
Cincinnati, OH 45202
Phone: 513-878-6884
Krystle Kite is the Senior Treasury Management Officer for the Ohio Market. Krystle is a long-time Northern Kentucky resident, currently residing in Fort Thomas, KY with her husband Michael and two Sons, Elijah and Alexander. She is a graduate of Northern Kentucky University with a B. S. in Finance.
Krystle will support your payment needs with a heavy focus on bringing to you faster money movement capabilities, streamlined portal access and electronic efficiencies. She has been instrumental in taking our clients from manual processes to electronic payment processing. As your Treasury Consultant, Krystle will continue to set up periodic meetings to review your relationship and look for ways to add value and protect your funds.
First Commonwealth Bank offers a full portfolio of domestic Treasury Management solutions and can create customized solutions. Through a collaborative, consultative approach to understanding your business strategies, First Commonwealth delivers comprehensive solutions supported by a heritage of exceptional client service. As technology investment continues to be imperative for treasury management solution providers, FCB has introduced new products and services that provide customers with faster, easier, and more efficient ways of doing business. As the market conditions change FCB will be enhancing and expanding our payables, receivables and information reporting solutions which will include improving navigation and workflow, fraud prevention, and automation, all of which are designed to support our clients focus on liquidity and working capital management.
When you purchase First Commonwealth treasury solutions, you also gain access to a unique team of professionals with an average of 18 years of domestic and global treasury product experience per associate. Our product professionals are dedicated, competent customer advocates who are highly capable of solving complex issues and able to mobilize very quickly when customers need us.
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[email protected]
2825 W. Dublin Granville Road
Columbus, OH 43235
Phone: 614-336-4903
Mark Bell primarily works with a wide range of partners throughout Ohio,
organized into the Ohio Cyber Collaboration Committee (OC3) to improve
the cyber security posture of the state through education and workforce
development, the creation of a Cyber Range in Ohio, the development of
cyber response teams for Ohio, and the sharing of best cyber practices
and policies throughout the state. Prior to working for the Ohio
National Guard, Mark worked as District Director and Deputy Chief of
Staff for Congressman Patrick Tiberi. In addition to his work at the
Ohio National Guard, Mark continues to serve in the US Army Reserve as
the Command Sergeant Major of a Military Police Battalion located in
Columbus.
[email protected]
2323 W 5th Avenue
Columbus, OH 43204
Phone: 614-728-5252
Don Yarman grew up in Ohio public libraries, which remain his profession
and passion. He is the director of the Ohio Public Library Information
Network (OPLIN), where he enjoys helping libraries leverage technology
for the betterment of library services.
| Learn more about risk factors to consider when selecting a construction delivery model as well as what you need to know to make sure your library is following Ohio law when hiring a Design Professional, Contractor, Construction Manager at Risk, or Design-Builder – it’s not just bidding anymore! Prevailing Wage: Learn the who, what, when, where, and why of prevailing wage requirements. |
[email protected]
100 South Third Street
Columbus, OH 43215-4291
Phone: 614-227-4842
Laura Bowman’s practice focuses on the preparation of construction project documents on behalf of private and public owners.
Laura provides guidance on project delivery systems, including
construction manager at risk and design-build, and creates procurement
and bidding documents as well as construction project contracts. Her
experience also includes advising public owners on compliance with Ohio
statutory requirements relating to construction bidding and procurement.
Project values vary from less than $1 million to over $1 billion.
Laura has worked on a wide range of healthcare construction projects,
from renovations of existing hospital spaces to new construction of
stand-alone medical facilities. Her practice includes preparing requests
for qualifications, requests for proposals and agreements with
architects, engineers, contractors, construction managers,
design-builders, construction managers at risk, vendors, owner's
representatives and consultants for private and public hospitals and
health systems. She has also presented internal training to clients
related to construction procurement laws and best practices.
Additionally, Laura represents a variety of public and private
entities in Ohio. She has worked on agreements for private developers;
renovation and new build projects for cities, villages, townships,
libraries, counties and port authorities; jail construction and
renovation projects; water/wastewater construction projects; and school
renovations, including urgent necessity projects.
Previously, Laura served as an extern in the U.S. District Court for
the Southern District of Ohio and worked in national marketing for the
PBS television show American Experience.
[email protected]
6606 Tussing Road
PO Box 4009
Reynoldsburg, OH 43068-9009
Phone: 614-557-8662
-Graduated from Edinboro University of Pennsylvania with a B.A. in Political Science
-25th year with the Bureau of Wage & Hour Administration
-2nd year in my current role as the Investigator Supervisor
-Our Division is responsible for the enforcement of Ohio’s Prevailing Wage, Minimum Wage, Overtime and Minor Labor Laws.
| Learn the latest updates from the Auditor of State's office including GASB and credit card compliance. Gain a better understanding of the Auditor of State's Ohio Compliance Supplement. |
[email protected]
88 East Broad Street
Columbus, Ohio 43215
Phone: 937-285-6677
Jesse is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office. He started with the office as a staff auditor out of the Dayton (West) Region. He managed engagement audit teams prior to taking a position within the Center. Prior to working for the Auditor of State, Jesse was a Sergeant in the United States Marine Corps.
Jesse is a graduate of Urbana University; he is a CPA and a member of the American Institute of CPAs. Jesse lives and works out of Champaign County.
| Segregation of Duties is defined as the process where management divides or segregates key duties and responsibilities among different people to reduce the risk of error, misuse, or fraud. So that no one individual controls all key aspects of a transaction or event. In this session you will get an in depth look at testing procedures from the Auditor of State's office regarding segregation of duties. Learn more about the procedures that libraries with small business offices can institute to oversee all phases of fund management and maintain internal controls. You will gain a better understanding of the key internal control procedures capable of mitigating risks of fraud and error. |
[email protected]
88 East Broad Street
Columbus, Ohio 43215
Phone: 937-285-6677
Jesse is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office. He started with the office as a staff auditor out of the Dayton (West) Region. He managed engagement audit teams prior to taking a position within the Center. Prior to working for the Auditor of State, Jesse was a Sergeant in the United States Marine Corps.
Jesse is a graduate of Urbana University; he is a CPA and a member of the American Institute of CPAs. Jesse lives and works out of Champaign County.
| The Ohio Ethics Law course assists public employees and public officials in expanding their knowledge of the relationship between their public agencies and the Ethics Commission. It helps them understand the conflict of interest restrictions imposed upon public officials and employees and how to respond appropriately and legally when faced with such a conflict. Furthermore, the class outlines statutory limitations regarding gifts offered to those in public service from vendors, potential vendors, regulated communities, and interested parties. The session also focuses on helping attendees understand the definition of public contracts under the Ohio Ethics Law and outlines the ethics prohibitions related to public contracts. This includes information regarding illegal authorization of public contracts, selling goods and services to public agencies, and nepotism prohibitions. A better grasp of this information will increase government effectiveness in public servants' ability to understand and comply with the Ethics Law while accommodating the needs of their public entities. |
[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
