CPIM: Public Library Fiscal Officer Conference

When:
April 20, 2017 – April 21, 2017 all-day
2017-04-20T00:00:00-04:00
2017-04-22T00:00:00-04:00
Where:
Nationwide Hotel & Conference Center
100 Green Meadows Dr S
Lewis Center, OH 43035
USA

Nationwide meeting facility photo

CPIM: Public Library Fiscal Officer Conference, April 20-21, 2017

Nationwide exterior photo

Nationwide Hotel & Conference Center, Lewis Center, Ohio (North Columbus)

Register @ my OLC  |  Deadline to register: 04/13/17

Full Conference Fee:
Member: $185* | Non-member: $265

One Day Only Fee:
Member: $110* | Non-member: $165

*Individual members or staff of OLC Institutional member libraries.

The OLC’s Library Accounting Division is hosting its annual Public Library Fiscal Officer Conference, April 20-21, 2017 at the Nationwide Hotel and Conference Center in Lewis Center (North Columbus).  This two-day conference is designed to provide a total of seven (7) hours of continuing education credit for the Ohio Treasurer’s Center for Public Investment Management (CPIM). Participants can choose to attend either day (4 credits are possible Day 1 and 3 credits are possible Day 2).

CPIM Credit: Approved for 7 hours of credit | MyCPIM Worksheet (PDF)
Please note hours must be reported by 5 p.m. on 4/26/17.

Conference sessions may qualify for continuing education credits from other organizations. Attendees must self-submit to organizations of their choice to have credit considered.

Nationwide-Deluxe-Room photo

When reserving your room, please indicate that you are with Group #101447.

Hotel Accommodations: Reservations can be made at the Nationwide Hotel and Conference Center (PH: 614-880-4300). Please indicate that you are with the OLC’s CPIM Conference (Group #101447). Room rate: $95.00/night (subject to state and local taxes). Rooms must be reserved by March 28, 2017 in order to receive the group rate.

Who Should Attend:  Library Fiscal Officers and other staff members responsible for managing library finances.

What Is Included: Full day(s) conference, all handouts and materials provided by instructors, morning refreshments, buffet lunch, and afternoon refreshments each day.

Thursday, April 20 Agenda:
8:00 – 9:00 a.m. | Registration, Networking, and Morning Refreshments
9:00 – 9:30 a.m. | Welcome / Introductions / Announcements and Updates
9:30 – 10:30 a.m. |  Basic Investment Strategies
10:30 – 10:45 a.m.  | Break
10:45 – 11:45 a.m.  | Human Resources Roundtable
11:45 a.m. –12:15 p.m. | Lunch
12:15 – 1:15 p.m.  | Luncheon Speaker – Fraud Case Study
1:15  – 1:30 p.m.  | Break
1:30 – 2:30 p.m. | Sunshine Law
2:30 – 2:45 p.m. | Break
2:45 – 3:45 p.m. | Budget Basics
3:45 – 4:45 p.m. | Understanding Ohio Compliance Supplement
4:45 p.m. | End of Day 1. Evening on your own         

Friday, April 21 Agenda:
8:00 – 8:30 a.m. | Registration, Networking, and Morning Refreshments
8:30 – 9:30 a.m.  | Grants Administration
9:30 – 9:45 a.m. | Break
9:45 – 11:30 a.m.  | Fringe Benefits and Independent Contractors Misclassifications
11:30 a.m. – 12:45 p.m. | Lunch
12:45 – 1:45 p.m. | Internal Controls and Proper Segregation of Duties
1:45 – 2:00 p.m. | Break
2:00 – 3:00 p.m. | Ohio Ethics Law: Can I Do That?
3:00 p.m. | Conference Adjourns

PROGRAM DESCRIPTIONS

Thursday, April 20 

8:00 – 9:00 a.m. | Registration, Networking and Morning Refreshments

9:00 – 9:30 a.m. | Welcome / Introductions / Announcements and Updates
Doug Evans, OLC Executive DirectorWelcome
Michelle Francis, OLC’s Director of Government and Legal Services – Statehouse Update
Sandra Lodge, Past Coordinator, OLC’s Library Accounting Division

9:30 – 10:30 a.m. | Basic Investment Strategies (1 CPIM Credit)
Ryan Nelson, Managing Principal & Portfolio Manager, Redtree Investment Group

Increase your knowledge and awareness of economic indicators as well as how decisions made by the Federal Reserve influence interest rates. You will gain a better understanding of how to prepare your library’s investments if there is an increase in interest rates and what investment options are available to maximize earnings.
Ohio Public Library Core Competency:  Fiscal Operations

10:30 – 10:45 a.m. | Break

10:45 – 11:45 a.m. | Human Resources Roundtable
Learn more about important human resource topics that have an impact on the duties and responsibilities of a library’s fiscal officer during this roundtable discussion with the following panel members:

  • Katrina Plourde, Human Resources Manager, Westerville Public Library
  • Julie Whitt, Human Resources Manager, Upper Arlington Public Library
  • Natalie McLaughlin, Partner, Vorys, Sater, Seymour and Pease LLP

Ohio Public Library Core Competency:  Policies and Procedures

11:45 a.m. – 12:15 p.m. | Lunch

12:15 – 1:15 p.m. | Luncheon Speaker
Fraud Case Study
(1 CPIM Credit)
Elizabeth McGinnis, Senior Audit Manager, Public Integrity Assurance Team, Ohio Auditor of State Dave Yost

This training will enhance your working knowledge of internal control weaknesses and ethical standards by illustrating a case performed by the Ohio Auditor of State’s Special Audit Section. The use of proper internal controls and clear separation of duties helps to prevent theft. Case studies will help you ascertain where weakness maybe within your library.

Ohio Public Library Core Competency: Ethics

1:15 – 1:30 p.m. | Break

1:30 – 2:30 p.m. | Sunshine Law
Melissa Gossman, Assistant Legal Counsel, Ohio Auditor of State Dave Yost

Gain a better understanding of the structure of the Ohio Attorney General’s Sunshine Laws and how they affect your work in the library. This session will cover all aspects including how to remain compliant regarding Public Meeting & Documents.

Ohio Public Library Core Competency: Laws

2:30 – 2:45 p.m. | Break

2:45 – 3:45 p.m. | Budget Basics (1 CPIM Credit)
James M. Nicholson, Director of Finance, City of Pataskala

Learn more about the underlying legal requirements of the budget as well as gain a better understanding of planning strategies. Revenue projections and cash flow forecasting techniques and strategies will be covered, including multi-year fund balance projections. You will also learn how to communicate the proposed budget to management, residents/customers and other key constituencies, as well as getting ‘buy-in’, and ultimately approval, from the elected officials or governing body. The session will also address the creation of a formal budget document, and the opportunity to submit it to the GFOA for recognition by their Budget Review Committee.

Ohio Public Library Core Competency: Fiscal Operations

3:45 – 4:45 p.m. | Understanding Ohio Compliance Supplement (1 CPIM Credit)
Judy Storey, Audit Manager, Ohio Auditor of State Dave Yost

Gain a better understanding of the structure of the Auditor of State Ohio Compliance Supplement and the latest changes to the guidance and testing your auditor will be reviewing during your library’s audit.

Ohio Public Library Core Competency: Policies and Procedures

4:45 p.m. | End of Day 1. Evening is on your own.

 

Friday, April 21 

8:00 – 8:30 a.m. | Registration, Networking and Morning Refreshments

8:30 – 9:30 a.m. | Grants Administration (1 CPIM Credit)
Sandy Kessler, Maumee Valley Planning Organization

Gain a new or better understanding about grants and location funding for your library’s operations. During this session, you will 1) discuss current funding sources; 2) brainstorm new and innovative potential grant funding allows; 3) learn the overall process from start to finish; and 4) leave this session with tools you need to administer grants.

Ohio Public Library Core Competency: Fundraising

9:30 – 9:45 a.m. | Break

9:45 – 11:30 a.m. | Fringe Benefits and Independent Contractors Misclassifications
John L. Darr, Revenue Agent/Acting Froup Manager 7254 , Internal Revenue Service

Learn more about the rules on taxable fringe benefits, where to report them, and how to tax them. In addition, the session will cover the law on control factors and how they relate to your independent contractors. You will learn what to do if you have workers that you feel are misclassified as well as the taxes and penalties that your library will be liable for if the workers are found to be misclassified.

Ohio Public Library Core Competency: Laws

11:30 a.m. – 12:45 p.m. | Lunch

12:45 – 1:45 p.m. | Internal Controls and Proper Segregation of Duties (1 CPIM Credit)
Stacey Russell, Fiscal Officer at Muskingum County Library System; Dan Griscom, Fiscal Officer at Westerville Public Library; Robert Dolan, Assistant Finance Director at Cuyahoga county Public Library

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.

Ohio Public Library Core Competency: Policies and Procedures

1:45 – 2:00 p.m. | Break

2:00 – 3:00 p.m. | Ohio Ethics Law: Can I Do That? (1 CPIM Credit)
Susan Willeke, Education and Communications Manager, Ohio Ethics Commission

This session will provide timely information regarding the Ohio Ethics Commission and cover restrictions in the Ohio Ethics Law and related statutes that pertain to all public sector employees and private sector parties who are regulated or do business with public offices. You will learn how to:

  1. identify and avoid acting on potential conflicts of interest;
  2. apply the definition of public contracts and ethics prohibitions related to public contracts;
  3. identify potential post-employment requirements;
  4. use the general assistance available from the Ohio Ethics Commission to understand and comply with the Ethics Law and related statutes.

Ohio Public Library Core Competency: Ethics

3:00 p.m. | Conference Adjourns