CPIM – Public Library Fiscal Officer Conference
100 Green Meadows Dr S
Lewis Center, OH 43035
Register at my OLC | Registration Deadline: 4/5/23
Member: $205* | Non-member: $410
One-day only fee:
Member: $150* | Non-Member: $300
*Individual members or staff/trustees of OLC institutional member libraries.
Special thanks to our event sponsor:
Who Should Attend:
Library Fiscal Officers and other staff members responsible for managing library finances.
This conference qualifies for 10 hours 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.
This conference qualifies for 12 continuing professional education (CPE) credits with the Ohio Accountancy Board. 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 10 contact 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 online 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 (PH: 614-880-4300). Please use code 304881 when reserving your room online to receive the special rate of $115/night (plus fees and taxes).
Day One Agenda:
9 – 9:30 a.m. | Registration and Networking
9:30 – 9:45 a.m. | Welcome and Introductions
Presenters: Nancy Roehrig, Coordinator, OLC Library Accounting Division and Michelle Francis, Executive Director, Ohio Library Council
9:45 – 10:45 a.m. | State Budget Update
Presenters: Michelle Francis, Executive Director and Jay Smith, Director of Government and Legal Services, Ohio Library Council
10:45 – 11 a.m. | Break
11 a.m. – 12 p.m. | Ohio Ethics Law – Can I Do That?
Presenter: Susan Willeke, Ohio Ethics Commission
12 – 1 p.m. | Lunch in the Dining Room (Ohio Building)
1 – 2 p.m. | Investment Strategies
Presenters: Ryan Nelson and Joe Violand, RedTree Investment Group
2 – 2:15 p.m. | Break
2:15 – 3:15 p.m. | Fraud Case Study
Presenters: Marissa Gibson and Erin Kelly, Special Investigations Unit, Ohio Auditor of State’s Office
3:15 – 3:30 p.m. | Break
3:30 – 4:30 p.m. | Ohio’s Economy and Looking Ahead
Presenter: Dr. Howard Fleeter, Fleeter & Associates
4:30 p.m. | Adjourn
Day Two Agenda:
8:30 – 9 a.m. | Registration and Networking
9 – 10 a.m. | Auditor of State Update
Presenters: Honorable Keith Faber, Ohio Auditor of State and Bob Hinkle
10 – 10:15 a.m. | Break
10:15 – 11:15 a.m. | Cybersecurity and Cybersecurity Insurance
Presenters: Jason Kucsma, Executive Director/Fiscal Officer, Toledo Lucas County Public Library; Kevin Brennan, Partner, USI Insurance Services, LLC; and Marcus Thompson, CEO, Expedient Technology Solutions, LLC
11:15 – 11:30 a.m. | Break
11:30 a.m. – 12:30 p.m. | Human Resources — Hot Topics
Presenter: Andrew Esposito, Clemons Nelson & Associates, Inc.
12:30 – 1:30 p.m. | Lunch in the Dining Room (Ohio Building)
1:30 – 3:30 p.m. | Detailed Library Code Reporting – What will be required?
Presenters: Dave Thompson and Joey Jones, Ohio Auditor of State’s Office
3:30 p.m. | Adjourn