CPIM – Public Library Fiscal Officer Conference

When:
April 18, 2024 – April 19, 2024 all-day
2024-04-18T00:00:00-04:00
2024-04-20T00:00:00-04:00
Where:
Nationwide Hotel & Conference Center
100 Green Meadows Dr S
Lewis Center, OH 43035
USA

Sponsored by the Library Accounting Division

Register at my OLC  |  Registration deadline: 4/11/24

Full Conference Registration Fee:  Member: $215* | Non-member: $430

One-Day Only Fee: Member: $160* | Non-member: $320

*Individual members or staff of OLC institutional member libraries.

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

CPIM Credit: This conference will be submitted for continuing education credit for the Ohio Treasurer’s Center for Public Investment Management (CPIM). Check back for credit hours.

CPE CREDIT: This conference will be submitted for continuing professional education (CPE) credits with the Ohio Accountancy Board. Check back for credit hours.

Continuing Education Credits: For those working toward their Ohio Public Librarian or Ohio Public Library Staff re-certification, this conference qualifies for 10 credit hours.

What is Included: Morning refreshments and lunch. All handouts, provided by presenters, will be available online through the OLC app. Print them prior to the conference, view them from your personal device during the event or view/download them after the event. The handouts will be available in the OLC app for 30 days following the program. Attendees will also receive a free digital copy of the Ohio Public Library Accounting Handbook.

Hotel Accommodations: A room block has been reserved at the Nationwide Hotel and Conference Center. To reserve a room at the reduced rate of $134/night (plus fees and taxes), reserve your room online or call 614-880-4300 and provide Group Code: #347276 and Group Name: Ohio Library Council. Email tax exempt forms prior to arrival to info@nationwidehcc.com. Hotel reservation deadline: 3/27/24


Day One Agenda: 

9 – 9:30 a.m. | Registration and Networking

9:30 – 9:45 a.m. | Welcome and Introductions

  • Amie Lynn, Coordinator, Library Accounting Division
  • Michelle Francis, Executive Director, Ohio Library Council

9:45 – 10:45 a.m. | Auditor of State Update

  • Honorable Keith Faber, Ohio Auditor of State
  • Bob Hinkle, Ohio Auditor of State’s Office

10:45 – 11 a.m. | Break

11 a.m. – 12:30 p.m. | Ohio’s Sunshine Laws – Public Records and Open Meetings

  • Michael Walton, Ohio Attorney General’s Office

12:30 – 1:30 p.m. | Lunch in the Dining Room (Ohio Building)

1:30 – 2:30 p.m. | Human Resources — Hot Topics

  • Andrew Esposito, Clemons Nelson & Associates, Inc.

2:30 – 2:45 p.m. | Break

2:45 – 4:15 p.m. | Library Code Reporting and Audits – What Will Be Required?

  • Dave Thompson, Ohio Auditor of State’s Office
  • Joey Jones, Ohio Auditor of State’s Office

4:15 p.m. | Adjourn


Day Two Agenda:

8:30 – 9 a.m. | Registration and Networking

9 – 9:15 a.m. | Welcome

  • Amie Lynn, Coordinator, Library Accounting Division
  • Michelle Francis, Executive Director, Ohio Library Council

9:15 – 10:15 a.m. | Statehouse Update

  • Michelle Francis, Executive Director, Ohio Library Council
  • Jay Smith, Director of Government and Legal Services, Ohio Library Council

10:15 – 10:30 a.m. | Break

10:30 – 11:30 a.m. | Investment Strategies

  • Ryan Nelson, RedTree Investment Group
  • Joe Violand, RedTree Investment Group

11:30 a.m. – 12:30 p.m. | Lunch in the Dining Room (Ohio Building)

12:30 – 1:15 p.m. | Amazon Business Prime and Public Libraries

  • Tessa Sullivan, Amazon Business for Government

1:15 – 2:15 p.m. | Fraud Case Study

  • Marissa Gibson, Ohio Auditor of State’s Office
  • Erin Kelly, Ohio Auditor of State’s Office

2:15 – 2:30 p.m. | Break

2:30 – 3:30 p.m. | Ohio Ethics Law – Can I Do That?

  • Susan Willeke, Ohio Ethics Commission

3:30 p.m. | Adjourn