Author: Laney Mollenkopf

Schedule of Events

October 10, 2023

7:30 — 9:30 PM	Conference Kickoff Social Hour—Eliot’s West Living Room

October 11, 2023

9:00 — 10:00 AM	General Session: Genius Jam—Superior C
10:10 —1 1:10 AM	Session 1: Ohio Compliance Supplement Update (CPIM, FIA) - Superior A Session 2: Designing the Future with Accounts Payable Automation (CPIM, FIA) - Superior B Session 3: Disclosure Trends: What's Going on with Primary and Secondary Disclosure? (CPIM, FIA) - Veterans C Session 4: Funding Solar and Other Renewable Technologies with Little to No Capital Investment (CPIM, FIA) - Veterans D
11:10 AM—12:10 PM	Session 1: Audit Preparation- How to Make Your Audit Go Seamlessly (CPIM, FIA) - Superior B Session 2: Ohio Ethics Law Update (CPIM, FIA) - Superior A Session 3: Non-General Obligation - Backed Findings (CPIM, FIA) - Veterans C Session 4: Shall We Play a Game: Are You Prepared to Survive a Cyber Crisis? (CPIM, FIA) - Veterans D
12:15—1:45 PM	Welcome Lunch & Business Meeting with Guest Speaker, Ohio Treasurer Sprague—Superior C
1:55—2:55 PM	Session 1: When the Chips are Down: Communicating with Confidence, Clarity & Transparency When it Hits the Fan (CPIM, FIA) - Superior B Session 2: Bridging GASB 87 to GASB 96 (CPIM, FIA) - Superior A Session 3: ESG and Rating Agencies (CPIM, FIA) - Veterans B Session 4: Best Practices for Management & Leadership of Remote Workforce Teams (CPIM, FIA) - Veterans C
2:55—3:05 PM	Break—Foyer
3:05—4:05 PM	Session 1: Expanding Grant Capacity: Keys to Effective Financial Grants Management (CPIM, FIA) - Superior A Session 2: Taxable Fringe Benefits (CPIM, FIA) - Superior B Session 3: Internal Control Relationship Between Cyber Insurance Coverage and Banking Institutions (CPIM, FIA) - Veterans B Session 4: Electric Vehicles: What are the costs and where does this make sense in my agency? (CPIM, FIA) - Veterans C
4:05—5:05 Pm	Session 1: ARPA Roundtable - 2023 Update (CPIM, FIA) - Superior B Session 2: Common Findings for Recovery (CPIM, FIA) - Superior A Session 3: An Overview of Economic Development Tools (CPIM, FIA) - Veterans B Session 4: TOS Programs for Local Governments (CPIM, FIA) - Veterans C
6:00—9:00 PM	Welcome Reception at Rock & Roll Hall of Fame

October 12, 2023

8:00—8:50 AM	Breakfast with Guest Speaker, Ohio Auditor Faber —Superior C
9:00—10:00 AM	General Session: Economic Update (CPIM, FIA)—Superior C
10:10—11:10 AM	Session 1: Water and Sewer Construction Financing and Refinancing with Ohio Water Development Authority (CPIM, FIA) - Superior B Session 2: Practical Tips for Retention and Disposition of Electronic Records (CPIM, FIA) - Superior A Session 3: What to Expect from Your Investment Provider (CPIM, FIA) - Veterans B Session 4: Buy or Rent? Save Big Money by Taking Ownership of Your Health Insurance Plan (CPIM, FIA) - Veterans C
11:10—11:30 AM	Break with Sponsors/Exhibitors—Superior D
11:40 AM —12:40 PM	Session 1: Internal Controls/Fraud Prevention (CPIM, FIA) - Superior A Session 2: Benefits of Electronic Document Management & Paperless Workflows (CPIM, FIA) - Veterans B Session 3: Short-Term Borrowing and Note Market Update (CPIM, FIA) - Superior B Session 4: Important HR Policies and Procedures (CPIM, FIA) - Veterans C
12:40—1:40 PM	Awards/Sponsor/Vendor Luncheon—Superior C

October 12, 2023, Continued...

1:50—2:50 PM	Session 1: Succession Planning - Documenting and Retaining Institutional Knowledge (CPIM, FIA) - Superior A Session 2: Performance Audits: A Tool to Objectively Evaluate Efficiency, Economy, & Effectiveness of Operations and Programs (CPIM, FIA) - Veterans C Session 3: Investment Hot Topics (CPIM, FIA) - Veterans B Session 4: Salary & Benefit Strategies for Union and Non-union Employers in an Inflationary Environment (CPIM, FIA) - Superior B
2:50—3:50 PM	Session 1: Cross-Training Employees (CPIM, FIA) - Veterans C Session 2: From Idea to Action: Budgeting for Strategic Impact (CPIM, FIA) - Superior B Session 3: Emerging Trends In Treasury Management (CPIM, FIA) - Veterans B Session 4: OPERS Update (CPIM, FIA) - Superior A
3:50—4:20 PM	Break with Sponsors/Exhibitors—Superior D
4:20—5:20 PM	Session 1: Tips for Communicating with Your Council/Board and Community (CPIM, FIA) - Veterans B Session 2: Capital Asset Best Practices - ODOT & Beyond (CPIM, FIA) - Superior B Session 3: We Have Implemented TIFs, CRAs, or Other Economic Development Tools - Now What? (CPIM, FIA) - Superior A Session 4: Making Your Next Move: Transitioning From Finance to a Management Position (CPIM, FIA) - Veterans C
5:30—6:45 PM	President’s Reception—Veterans A

October 13, 2023

8:00—9:00 AM	Breakfast Buffet—Superior C
9:00 AM —12:00 PM	Session 1: GASB Update (CPIM, FIA) - Superior B Session 2: Ethical Intelligence (CPIM, FIA) - Superior A
9:00—10:00 AM	Session 3: Exploring Debt Refinancings (CPIM, FIA) - Veterans A Session 4: Managing State & Federal Grants (CPIM, FIA) - Superior A
10:00—11:00 AM	Session 3: Basics of Debt (CPIM, FIA) - Superior A Session 4: Indirect Costs: Could it Benefit You? (CPIM, FIA) - Veterans A
11:00 AM—12:00 PM	Session 3: How to Effectively Use Financial Policies (CPIM, FIA) - Veterans B Session 4: Effective Data Analysis for Finance Officers Using Excel and Pivot Tables (CPIM, FIA) - Superior A

Session Acronyms (CLE) – Supreme Court of Ohio Commission on Continuing Legal Education (CPIM) - Ohio Treasurer of State’s Center for Public Investment Management (FIA) - AOS Fiscal Integrity Act