Course Name | Speaker(s) | Hours Available | |
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The Ohio Ethics Law: Good Government in Action! | Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Case Study in Investing in Todays Market Environment | Jason Click, President Public Funds, Meeder Investment Management, Jason Headings, Vice President Public Funds, Meeder Investment Management, Dennis Yacobozzi, President & CEO, United American Capital Corporation (UACC), Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Cash Management/ Banking Relations | Steve Broerman, Vice President, Government Banking Division, US Bank, Maureen Shildwachter, Vice President, Government Banking Division, Huntington National Bank | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Are You Ready for Failure? | David E. Sems, CPA, CITP, CFF, Director of Communications & Technology, City of Strongsville | 2 | View |
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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.”
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934
Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596
Dennis Yacobozzi is the President and CEO of United American Capital Corporation (UACC), a registered investment advisor specializing in the management of public funds. Founded in 1991, UACC provides investment management services to public entities throughout Ohio. The firm’s managed assets include counties, municipalities, school districts, institutions of higher learning, and other public entities.
UACC is a recognized name in the area of public funds. With over $5 billion under discretionary management, UACC is the largest firm in Ohio to exclusively manage the investments of public entities.
Mr. Yacobozzi regularly participates as an instructor for many professional organizations including CTAO, OASBO, OAPT. He has authored several courses and continues to participate as an instructor for the Center for Public Investment Management.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
The course provides and overview of treasury management for public funds managers. Will also provide insight into what makes a good relationship w/ your bank and how to enhance that relationship.
The following topics will be covered:
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200 Public Square
Cleveland, OH 44114
Phone: (216) 509-4352
Steve Broerman has over 25 years banking experience. He joined U.S Bank as a retail branch manager in December, 2000. Steve’s outstanding service and dedication to the client base earned him a role as a Government Banking Relationship Manager in 2002. Within Government Banking, Steve is responsible managing public sector relationships in Ohio, KY, and TN. Steve frequently teaches cash management, investment and general banking training seminars for the State of Ohio Center for Public Investment Management (CPIM) and other various governmental associations such as GFOA, OAPT, MFOA, OASBO, and others. Steve’s areas of expertise include governmental lending, treasury management services and use of various electronic products that improve the collection processes of both small and large municipalities.
Prior to joining U.S. Bank, Steve had a successful 11 year career with KeyBank where he worked in a number of challenging roles including Branch Manager, Private Banking Relationship Manager, Business Development Officer and Product Manager. Steve brings with him a wealth of knowledge of both consumer and commercial banking services.
[email protected]
200 Public Square
Cleveland, OH 44114
Phone: (216) 515-6135
Maureen Shildwachter is a Vice President and Relationship Manager for Huntington Bank’s Government Banking Division. In this capacity, she is responsible for selling financial services to political subdivisions throughout Northeast Ohio and the Akron/ Canton market. These services include treasury management, investment, and public finance, trust, credit card and deposit products.
Maureen began her banking career in treasury management with Huntington in 2000 working in the Large Corporate National Sales Department selling to and supporting treasury management customers. In 2007, Maureen’s role moved to selling treasury management regionally in Northeast Ohio to commercial customers and Government entities. In 2011, she became the Relationship Manager in Huntington’s Government Banking Division for the Cleveland Region (Northeast Ohio), and in 2014, she took over the Akron/Canton market, as well.
Maureen holds a bachelor’s degree from Bowling Green State University. She is a member of the Municipal Finance Officers Association, Government Finance Officers Association, Ohio Association of School Business Officials and the Ohio Association of Municipal and County Court Clerks.
[email protected]
16099 Foltz Parkway
Strongsville, OH 44149
Phone: (440) 580-3100
David E. Sems, CPA, CITP, CFF is the Director of Communications & Technology for the City of Strongsville. He founded the technology investigation firm of Sems & Associates Limited in 2009. Prior to starting Sems & Associates, David spent 11 years at Ernst & Young in the Fraud Investigation and Dispute Services practice and was the Americas Leader of Forensic Data Analytics.
David possesses over 15 years of experience providing forensic technology services to clients in a wide variety of industries. He has extensive familiarity with international work stemming from providing services in 13 countries within Europe, Africa and North America – including conducting several 6-8 month investigations in Europe.
His skills cover the full range of services from computer forensic analysis to transactional data analytics. David also serves as an advisor in the area of forensic technology to accounting & law firms. These firms rely on David’s skills and knowledge to execute on the most complex forensic technology matters. David provides services to several local law-enforcement agencies with forensic consulting and advisory services. He has assisted in helping investigate cases and provided valuable feedback via analytics.
David is a regular national speaker for various groups including, the Institute of Internal Auditors, the Federal Bureau of Investigation, the Association of Certified Fraud Examiners and the New York Computer Forensic Shows. He also is a guest lecture at various universities including, Notre Dame, Baldwin-Wallace and Kennesaw State University.
David holds a bachelor’s degree in accounting from the University of Akron and is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs. He maintains the designation of Certified Information Technology Professional (CITP) and Certified in Financial Forensics (CFF) from the AICPA. David is also an associate member of the Association of Certified Fraud Examiners