CPIM – Public Library Fiscal Officer Conference

April 13, 2022 – April 14, 2022 all-day
Nationwide Hotel & Conference Center (Grand Ballroom 3-4, Virginia Building)
100 Green Meadows Dr S
Lewis Center, OH 43035

Sponsored by the Library Accounting Division

Register at my OLC | Deadline to register: 4/6/22

Registration Fees:
Full conference: Member: $190* | Non-member: $380

One-day only: Member: $115* | Non-member: $230

*Individual members or staff of OLC institutional member libraries.

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

What is Included: Morning refreshments and lunch. All handouts, provided by presenters, will be available online. 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 online for 30 days following the program. Attendees will also receive a free digital copy of the Ohio Public Library Accounting Handbook.

CPIM Credit:
This conference qualifies for 10 hours of continuing education credit for the Ohio Treasurer’s Center for Public Investment Management (CPIM). You must report your own hours for EACH day to MyCPIM. Hours must be reported by 5 p.m. on 4/21/2022.

This conference qualifies for 10 hours of continuing professional education (CPE) credits with the Ohio Accountancy Board (Day one: 4 hours; Day two: 6 hours). A certificate will be provided at the conclusion of the conference.

Continuing Education Credits:
For those working toward their Ohio Public Librarian or Ohio Public Library Staff re-certification, this conference counts as 12 contact hours.

Hotel Accommodations: A room block has been reserved at the Nationwide Hotel and Conference Center (PH: 614-880-4300). Please indicate that you are with the Ohio Library Council when reserving your room. Reservations can also be made online. Group code: 257962. The reservation cutoff is March 23, 2022. Hotel health and safety measures.


Day One — April 13, 2022

9 – 9:30 a.m. | Registration and Networking (Virginia Building)

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

Grand Ballroom 3-4 (Virginia Building)
Presenters: Bob Dolan, Coordinator, Library Accounting Division and Michelle Francis, Executive Director, Ohio Library Council

9:45 – 10:45 a.m. | Statehouse Update

Presenters: Michelle Francis and Jay Smith, Ohio Library Council

This presentation will provide an update on legislation that affects public libraries. Gain a better understanding of how the Public Library Fund (PLF) has historically been funded and distributed to counties and how current state revenues have affected recent distributions. You will also learn more about the various resources that the OLC can provide to fiscal officers and directors.

10:45 – 11 a.m. | Break

11 a.m. – 12 p.m. | Ohio’s Economy and Looking Ahead

Presenter: Dr. Howard Fleeter, Fleeter & Associates

What lies ahead as far as Ohio’s state budget, revenues and trends? Hear from one of Ohio’s top economists on the state’s economic forecast.

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

12:30 – 1:30 p.m. | Fraud Case Study

Presenter: Elizabeth Akers, Ohio Auditor of State’s Office

Hear about the importance of internal controls and separation of duties to prevent fraud and abuse within the organization by learning from weaknesses found in a case study that will be shared. Learn to identify the methods and programs used to audit for fraud.

1:30 – 1:45 p.m. | Break

1:45 – 2:45 p.m. |  Investment Strategies

Presenters: Ryan Nelson, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group

This session will provide an update on the current economic environment and how it is influencing interest rates. Current hot topics in the investment market will be discussed giving attendees up-to-date guidance on how to prudently invest funds.

2:45 – 3 p.m. | Break

3 – 4 p.m. | Ohio Ethics Law – Can I Do That?

Presenter: Susan Willeke, Ohio Ethics Commission

The Ohio Ethics Law course assists public employees and public officials in expanding their knowledge of the relationship between their public agencies and the Ethics Commission.  It helps them understand the conflict of interest restrictions imposed upon public officials and employees and how to respond appropriately and legally when faced with such a conflict.  Furthermore, the class outlines statutory limitations regarding gifts offered to those in public service from vendors, potential vendors, regulated communities, and interested parties. The session also focuses on helping attendees understand the definition of public contracts under the Ohio Ethics Law.

4 p.m. | Adjourn

Day Two — April 14, 2022

8:30 – 9 a.m. | Registration and Networking (Virginia Building)

9 – 10:30 a.m. |  Auditor of State Update: Compliance Supplement, Detailed Library Code Reporting

Grand Ballroom 3-4 (Virginia Building)
Presenter: Joey Jones, Ohio Auditor of State’s Office

Learn the latest updates from the Auditor of State’s office on the Ohio Compliance Supplement, detailed library code reporting, fiscal officer certificates of transition and other important information from the AOS.

10:30 – 10:45 a.m. | Break

10:45 am – 12 p.m. | Ohio’s Public Records Law & Open Meetings

Presenter: Bridget Coontz, Section Chief – Constitutional Offices Section, Office of Ohio Attorney General Dave Yost

Find out the latest information on Ohio’s Public Records Law and open meetings to keep your library compliant.

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

1 -2 p.m. | Human Resources — Hot Topics

Presenter: Andrew Esposito, Clemons Nelson & Associates, Inc.

Hear the latest on hot topics in human resources – what are employers facing and what are the courts saying? Session will take a look at policies, preferred pronouns, teleworking and more.

2 – 2:15 p.m. | Break

2:15 – 3:30 p.m. | Detailed Library Code Reporting: How Did We Get Here and What Is Required

Presenters: Christina Davies, Fiscal Officer, Minerva Public Library; Terri McKeown, Fiscal Officer, Grandview Heights Public Library; Stacey Russell, Executive Director, Muskingum County Library System

In 2006 and 2007, the OLC worked with the Ohio Auditor of State’s Office on New Library Program Classifications that would allow for more detailed reporting. This level of reporting will soon be required for all public libraries. Hear from fiscal officers and others about these changes, how they updated their systems and how they switched from summary level to detailed levels of reporting.