Course Name | Speaker(s) | Hours Available | |
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Electric Avenue: Plotting Your Electronic Records Management Path with Various Storage Formats | Pari Swift, OSU Records Manager, Ohio State University | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Principles of Public Finance | Rebecca C. Princehorn, Esq., Partner, Bricker & Eckler LLP, Paul Rutter, Of Counsel, Bricker & Eckler | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Treasury Management Solutions | Jarrod Long, CTP SVP, Treasury Management Leader, Westfield Bank | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Integrating Scanning and Electronic Approvals into Your Accounting/Payables Systems | Trent Corbin, Implementation Project Manager, Software Solutions, Inc. | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Public Budgeting | Prashant Shah, Director of Finance, City of Westlake | 2 | View |
Course Name | Speaker(s) | Hours Available | |
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Sunshine Laws Certified Training | Heather Buchanan, Senior Assistant Attorney, Ohio Attorney General’s Office, Constitutional Offices Section and Public Records Unit | 3 | View |
Course Name | Speaker(s) | Hours Available | |
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What is Going on in the Tax-Exempt Market and How Does it Affect Me? | Michael G. Sudsina, Managing Partner, Sudsina & Associates, LLC, Steve Szanto, Managing Director, Sudsina & Associates. LLC, Greg Van Wagnen, Senior Advisor, Sudsina & Associates, LLC | 2 | View |
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2700 Kenny Road
Columbus, OH 43210
Phone: 614-292-4092
Pari Swift is the University Records Manager for The Ohio State University. Prior to joining OSU, she served for nearly 8 years as Senior Records Manager at the Ohio Attorney General’s Office, building their records program from the ground up and partnering with IT and legal on multiple major initiatives. She began her records career at the Ohio Historical Society-State Archives where she spent 9 years as Local Government Records Archivist and then as Assistant State Archivist. She has served as chair of the Ohio Electronic Records Committee, was President of the National Association of Government Archives and Records Administrators (NAGARA), was chair and a governor-appointment member of the Ohio Historical Records Advisory Board (OHRAB), and is currently Vice President of the Greater Columbus Chapter of ARMA. She also chairs NAGARA’s Professional Development Committee. She received her BA from Wittenberg University and her Masters of Library and Information Sciences degree from the University of Pittsburgh. In 2014, she attained her Certified Records Manager designation.
Participants will gain perspective and working knowledge of the key legal principles of Ohio public finance. Public funds have the highest level of legal restriction in every respect, from obtaining them to accounting, investing and spending them. The goal of the course is to tie the legal principles to the restrictions so that participants understand why the restrictions are the way they are.
The overall goal of the course is to provide working knowledge of key legal principles of Ohio public finance. These include fundamentals of taxation; fund accounting; and powers and limitations, including investments. Taxation will primarily cover property taxation - - inside (unvoted) and voted options and practical aspects of each. Fund accounting will address advances and transfers. Powers and limitations will cover debt capacity under the Uniform Public Securities Law and investments under the Uniform Depository Act.
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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2302
Becky Princehorn is a partner and co-chair of the Public Finance group at Bricker & Eckler LLP. Her practice emphasizes school and local government law. She served as bond counsel for the first Ohio income tax-backed school district bonds; for the first publicly offered PLF-backed library notes; for the first school district in the Extreme Environmental Contamination Program of the Ohio School Facilities Commission; for the first Ohio general obligation bond issue with a local government fund pledge; for the first Ohio municipal general obligation bond issue for housing; and for the first Ohio school district minibond issue. She also served as counsel on the formation of the first limited home rule township in central Ohio and has structured collaborations between local governments, particularly those involving school districts, and gifts to local governments.
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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2372
Paul Rutter is a member of Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. A significant portion of his practice is committed to serving as bond counsel for various school districts, municipalities, counties, townships, port authorities and other governmental entities in conjunction with the tax-exempt and taxable financing and refinancing of capital improvement projects including general obligation, special assessment, utility revenue and 501(c)(3) conduit financings. He also serves as underwriters' counsel and borrowers' counsel in similar financings.
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4015 Medina Rd Suite 100
Medina, OH 44256
Phone: 330-722-3974
Jarrod Long is a Senior Vice President and Treasury Management Leader for Westfield Bank, Jarrod leads Westfield Bank’s high performing Treasury Management Team in all market areas. He is responsible for developing strong business relationships. Jarrod has worked with Westfield for nine years and was previously with National City Bank. He serves in many civic organizations and boards, including the Medina Hospital Foundation Board, Northern Medina County Chamber Alliance, Medina County Economic Development Corporation, among others. Jarrod is a Certified Treasury Professional and is a graduate of Ashland University.
Learn what it takes to properly create, configure and manage electronic department workflow for an effective and efficient financial management system.
Integrating electronic workflow and attached scanned documentation is reshaping how government agencies are managing daily operations. Delivering streamlined services via electronic workflow approval will not only build efficiencies within the entity, but also make employees accountable to the internal processes configured within the financial software. This work session will demonstrate how electronic workflow can reduce employee time allocation, build efficiencies, and provide a centralized database for internal and external audit reference.
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8534 Yankee St, Suite B
Dayton, OH 45458
Phone: 513-228-7454
Trent Corbin works as the Implementation Project Manager for Software Solutions, Inc. The Implementation Project Manager manages the project life cycle for new, prospective, and existing clients of Software Solutions, Inc. suite of products. Trent is responsible to develop and manage the implementation project plan to outline the scope, schedule, and delivery of the project, which includes the discovery conversion, configuration, and consultation to entity go-live. Trent has worked as the Implementation Project Manager since November 2018. Previously, he was a member of Software Solution’s Implementation Team as an Implementation Consultant (3-years, 8-months); a Software Solutions customer in charge of Project Management for Greene County, Ohio County Auditor (1-year, 2-months); and, Management Intern for the City of Beavercreek, OH (1-year,6-months).
General understanding of effective budgeting procedures and best practices on incorporating long-term perspective to meet the organizational goals.
The course will discuss budgeting of public funds and how to allocate scarce resources to programs and services through the budgeting process. Further it will discuss how to use forecasting procedures to provide an accurate expenditure and revenue projection. Multi-year capital planning and budgeting of master plans will also be discussed. Public engagement in the budgeting process can increase transparency and increase the entity’s credibility and trust within the community. The course will also discuss Budget monitoring practices to ensure and enforce accountability.
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27700 Hilliard Blvd
Westlake, OH 44145
Phone: 440-617-4252
Finance Director – City of Westlake since 2010 to current
Treasurer – Village of Moreland Hills since 2000 to current
Finance Director – City of Pepper Pike 1997 to 2010
Finance Director – City of Maple Heights 1992 to 1997
Deputy Auditor – City of Parma 1990 to 1992
Chairman – Board of Trustees at the Regional Income Tax Agency
Past President – MFOA of Northeast Ohio
[email protected]
30 E. Broad Street, 16th Floor
Columbus, OH 43215
Phone: 614-466-2872
Heather is a graduate of Colgate University and the University of North Carolina. She joined the Constitutional Offices Section of the Ohio Attorney General's Office in July 2016, and represents the Attorney General, the Auditor of State, the Secretary of State of Ohio, among other clients. She is also a member of the office's Public Records Unit and counsels state agencies and state employees on compliance with Ohio's Public Records Act. She also travels throughout the State presenting CLEs on Ohio's Public Records and Open Meetings Acts. Prior to joining the Attorney General's Office, Heather was in private practice focusing on civil litigation defense work and insurance coverage defense. She also served as an Assistant District Attorney in Philadelphia.
Participants will have a better understanding of how and why their debt issues are received by the market participants over the last two years and going forward.
Discussions will cover the following topics: short term bond anticipation notes versus long term fixed rate debt; the rating agencies and the changes over this short time frame – increased emphasis on surveillance and monitoring reports; competitive versus negotiated issues – the RFP Process; the new issue price rules and their impact on competitive sales since June of 2017; the tax law and its impact on Bank Qualified issues; the elimination of the advance refunding opportunity and the increased demand for tax-exempt debt; the tax law changes and its impact on market participants; and the new Event of Material Disclosure Rule 15 and 16.
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PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753
Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.
Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.
Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.
[email protected]
PO Box 230
Vermilion, OH 44089
Phone: (440) 773-5090
Mr. Szanto has over 40 years of experience in municipal and regional government and public finance. He has acted as Municipal Advisor or Senior Managing Investment Banker for hundreds of clients raising over $30 billion in tax-exempt obligations since 1981. Stephen is proactive in rating agency, rating agency surveillance and insurance company presentations for his clients. He has been involved with many rating agency upgrades. Stephen has served as Municipal Advisor since 2000 for all types of issuers. As such, he provides oversight on all aspects on both competitive and negotiated underwritings. Mr. Szanto is certified by and serves on various committees of the National Association of Municipal Advisors.
[email protected]
PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656
Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing.
Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase. There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion. He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers. Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.
Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU. He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam. Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs. Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.