Conference Agenda

We look forward to seeing you at the 2024 Spring Conference!

2024 Ctao Spring Conference Header
 
Join us for this must-attend gathering for County Treasurers, vendors, and county staff. Gain invaluable knowledge, insights, and continuing education credits during our education sessions. Don't miss this opportunity to learn, connect, and make lasting memories. Our evening events include a jazz trio and patio reception on Tuesday night and a visit to Franklin Park Conservatory and Botanical Gardens Wednesday evening.
 
We're celebrating our 100th Anniversary in 2024!

Click through the tabs below to view each day's schedule of events.


 

Tuesday, May 14

7:30 - 9:00 am

Breakfast

9:00 am Vendor Setup Begins
9:00 am - 10:00 am Registration Opens/Badge Pick Up
10:00 am - 11:00 am

Welcome, Legislative Update

Join us as we kick-off our Spring Conference with this session presented by Dan Talarek & Alex Zumbar, Legislative Committee Co-Chairs, and a Capitol Square Update from CTAO Executive Director Kevin Futryk and State Lobbyist Erin Glossop.

11:00 am - 12:00 pm Market Myths and Treasury Truths

Presenters: Jason Click, President, Meeder Public Funds; and Jim McCourt, Director, Advisory Funds, Meeder Public Funds

We will discuss “myths” and “truths” as it relates to managing Ohio county fixed income operating funds and other funds such as ARPA and capital projects. Some of the topics include market timing in all rate environments, optimal portfolio structures, strategies, and types of investments based upon your cash flow parameters and risk preferences. The session will also demonstrate why cash flow modeling helps achieve the objective of safety, liquidity, and a market rate of investment return.
12:00 - 1:00 pm Lunch
1:00 pm - 2:00 pm Education Session
2:00 pm- 2:15 pm Break/Visit Exhibitors
2:15 - 3:15 pm Education Session
3:15 pm

Break/Visit Exhibitors

3:30 pm - 4:30 pm

Minimizing the Risk of Liability and Going Viral:  Responding to First Amendment Auditors

Presenter: Benjamin Albrecht, Attorney, Fishel Downey Albrecht & Riepenhoff

Visits to public employers by First Amendment Auditors is becoming more and more frequent. This session will review the rights and responsibilities of all parties when a First Amendment Auditor comes to your workplace. In addition to discussing cases outlining the rights of all parties, examples of First Amendment audits will be shown. Following a review of the video examples, the parties will discuss the effectiveness of the responses.

4:30 - 5:30 pm

Break

Take a bit of time for yourself to catch your breath before our evening's activities.

6:00 pm - 9:00 pm

Sunset Serenade: An Outdoor Jazz Reception

Hilton Polaris Patio

Join us for an unforgettable evening! Enjoy the Hilton Polaris patio, delicious food, and drinks while mingling with friends & colleagues. Let the Just Jazz Live trio serenade you into the sunset. Don't miss this music-filled night!

8:30 pm - 11:00 pm

After-Hours Hospitality & Networking

The hotel restaurant and bar will be open to our attendees if you're not quite ready to head to your room.

 

Wednesday, May 15

 

7:00 am - 9:00 am Breakfast
9:00 am - 10:00 am

Education Session

10:15 am - 10:15 am Break/Visit Exhibits
10:15 am - 11:15 am Education Session
11:15 am - 12:00 pm District Meetings
12:00 pm - 1:00 pm

Lunch

1:00 pm - 2:00 pm

Education Session

2:00 pm Break/Visit Exhibits
2:15 pm  - 3:15 pm Latest Trends in Fraud
Presenter: Onalee Arnold, Fraud Prevention Manager, Park National Bank
3:15 pm - 3:30 pm

Break

3:30 pm - 4:30 pm

Education Session

4:30 pm - 5:00 pm

Break

Take a bit of time for yourself to catch your breath before our evening's activities at Franklin Park Conservatory & Botanical Gardens

5:00 pm Buses depart for Franklin Park Conservatory
5:30 pm - 8:30 pm

Franklin Park Conservatory & Botanical Gardens

Franklin Park Conservatory

Step into a world of natural wonder at the Franklin Park Conservatory and Botanical Gardens for an exclusive private dinner event. Join us for an evening of networking amidst the captivating beauty of the iconic John F. Wolfe Palm House, a historic gem from 1895. With after-hours access to the Conservatory, you'll have the chance to explore the stunning grounds and indulge in a truly memorable experience. Don't miss this unique opportunity to enjoy a delicious meal while immersing yourself in the enchantment of this renowned botanical garden.

9:00 pm - 11:00 pm

After-Hours Hospitality & Networking

The hotel restaurant and bar will be open to our attendees for drinks and light snacks after our evening activities. It will be a host bar for two hours, and then a cash bar for as long as the bar remains open.

 

Thursday, May 16

 

7:00 am - 9:00 am Breakfast
9:00 am - 10:00 am

Treasurer Roundtable Discussions

Treasurers will gather based on county population to discuss issues facing their offices and share advice and best practices with their peers & colleagues. We will once again be offering the opportunity for similar sized counties to gather and discuss issues & topics of concern. We'll provide some questions for all groups to discuss.


Group 1 - Populations of 1 to 35,000, led by Jeff McIntosh
Group 2 - Populations of 35,001 to 55,000, led by Dave Wolters
Group 3 - Populations of 55,001 to 95,000, led by Bill Ogg
Group 4 - Populations of 95,001 - 200,000, led by John Burke
Group 5 - Populations of 200,000+, led by Dan Talarek

10:00 am - 10:30 am Break/Room check out
10:30 am - 11:30 am

 Education Session

11:45 am

Grab & Go (or stay!) Lunches

The Deli buffet will allow guests to build their own to-go box or eat your lunch with colleagues before you travel home.

Monday, May 13

 

 All Day  Arrival & Check-in
 

Arriving on  Monday Night? Nothing official is planned, but venture down to the hotel bar/restaurant to meet up with friends and colleagues or plan a dinner together at one of the many restaurants nearby!