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7/18/2013 CPIM Conference: Bowling Green
Rep. Dovilla and Treasurer Mandel Hold Press Conference Introducing Transparency Legislation to Post State Checkbook Online
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Financial Education  /  CPIM  /  2013 CPIM Schedule

CPIM

2013 CPIM Conference Schedule

The CPIM Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars. Participants can select from a variety of course offerings, taught by leading professionals in their fields of expertise.

The goal, as stated in Ohio Revised Code, is to enhance participants’ background and working knowledge in finance, investments, cash management (including debt issuance and debt management), and ethics.

The courses are structured to meet the various levels of education and experience of Ohio’s public funds managers. Modeled after the traditional collegiate structure, the course numbering series is designed to address fundamentals (100-level classes), as well as more advanced topic areas (200 to 400-level classes).

Conference Schedule

To register online for one of the following conferences, please click on the location below.

April 10, 2013 - Wilmington, OH
Roberts Conference Centre

June 5, 2013 - Warrensville Heights, OH
Cuyahoga Community College, Corporate College East

July 18, 2013 - Bowling Green, OH
Bowling Green State University, Student Union

August 7, 2013 - Akron, OH
University of Akron, Student Union

August 28, 2013 - Dayton, OH
Sinclair Community College, David Ponitz Conference Center

October 3, 2013 - Columbus, OH
Columbus State Community College, Center for Workforce Development


To register by fax or mail: click here.

Conference Agenda



The 100-level courses are required for public funds managers with less than three years experience.

If you have less than three years of experience as a public funds manager, you are required to take the 100-level classes highlighted above. This course series provides education on the basics of cash management, public finance, investment management, and ethics. All other participants can select from any of the courses available. It is recommended that all public funds managers take a variety of courses in the areas of finance, investments, cash management (including debt issuance and debt management), and ethics.

(*) Please note that INV 320: Commercial Paper & Bankers Acceptances has been approved by the Auditor of State’s Office to meet the additional training requirement for the one-time Commercial Paper/Bankers Acceptances training requirement found in ORC 135.14 and 135.35. You will need to take the entire course – both Parts 1 and 2 – in order to fulfill this requirement.


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Describe Yourself (check all that apply)

Office Of Debt Mgmt
The Office of Debt Management plays an important role in the operation of state government: it oversees the borrowing of funds to assure it is completed in an efficient manner.
    

SaveNOW
SaveNOW, a program offered by the State Treasurer through our linked deposit authority, offers a 3% bonus interest on savings accounts for Ohio citizens.
    

Smart Money Choices
A free personal financial-planning conference series for all Ohioans presented by State Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.
    

Top-Bottom Review 2011
Review Outlines Steps to Improve Operations, Safeguard Investments, Leverage Technology, Increase Transparency and Modernize Banking Practices
    

e-Funds Transfer
Electronic Funds Transfers makes tax payments easy. Entities that have received a notice from the Ohio Department of Taxation can register for electronic payment via the website.
    

Veteran's Preference
Veteran’s Preference provides veterans with priority to be accepted into the GrowNOW and Ag-LINK linked-deposit programs.
    

GrowNOW
A partnership between eligible banks and the Ohio Treasury, enables small business owners to receive a 3% interest rate reduction on small business loans for two years with the opportunity for renewal
    

Renew & Rebuild Ohio
Small business owners, farmers and homeowners are eligible to receive financial assistance to rebuild and recover following an emergency.
    

Ag-LINK
A program for farms to receive an interest rate reduction on new or existing loans or lines of credit up to $150,000. Applications are accepted on an annual basis from January through March.
    

STAR Ohio
The State Treasury Asset Reserve (STAR) of Ohio, which allows government subdivisions – from municipalities to school districts – to invest funds in a highly-rated public investment pool.
    

CPIM
The Center for Public Investment Management (CPIM) provides continuing education to Ohio’s public funds managers and their oversight authorities.
    

CPIM Conference: Bowling
The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Akron
The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Dayton
The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Columbus
The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

ECO-Link
A partnership between the State Treasurer and participating banks that provides a 3% interest rate reduction for 5 or 7 years on bank loans when completing energy-efficient upgrades to your home.
    

Teacher Academy
The Ohio Treasury's Teacher Academy is a highly successful two-day summer workshop offered in partnership with the Ohio Department of Education and the Ohio Council on Economic Education.