Conference Agenda

The 2019 Fall Conference agenda will continue to be updated as we confirm speakers and sessions.


 Wednesday, November 13

 8:30 am  
Vendor Setup Begins

 9:00 am  
Registration Opens

 9:30 am - 10:00 am  
Auditor of State Keith Faber

 10:00 am - 11:00 am

The future of long-term funding for county Land Banks (1 hr of AOS approved)

Presented by Rep. David Greenspan

Ohio Representative David Greenspan has introduced HB 252, a bill that provides the necessary resources to assist counties in turning abandoned & foreclosed properties into new development opportunities through county Land Banks.  Currently 58 counties have Land Banks with the number increasing each year.  Rep. Greenspan wishes to address the CTAO to help members understand the long term funding needs for county Land Banks, and county treasurers’ role in helping to ensure these abandoned properties get back onto their counties’ active tax rolls.

 11:00 am - Noon  
CTAO Business Meeting & Legislative Update (1 hr of AOS approved)

Presenters: Kevin L. Futryk, CTAO Executive Director
Daniel Talarek, Lorain County Treasurer & Legislative Committee Chair
Dawn Cragon, CTAO President

Attendees will gain a working knowledge of the legislative process and the bills that are currently pending before the Ohio General Assembly that may impact county treasurer’s offices and operations.  Participants will hear detailed descriptions of these bills and hear from county treasurers, who are members of the CTAO Legislative Committee, how these bills will impact office operations if passed, and what changes may be needed to address a problem. Specific discussions will be held about potential changes to the Ohio Pooled Collateral System, County Treasurer Liability clarification legislation, Ohio Pooled Collateral System Update, and HB 149, a bill the CTAO opposes, along with a number of other county official and education groups, among others.

 12:00 pm - 1:00 pm  
Lunch/District Meetings/Visit with Vendors

Lunch is provided for all attendees with the opportunity to sit with colleagues and vendor partners to learn more about each other and share ideas and strategies for success.

 1:00 pm - 2:00 pm  
Board of Revision Practices in Ohio (1 hr of AOS approved)

Presented by Jason M. Dolan, Esq., Administrator, Board of Revision, Fairfield County Auditor and Jon A. Slater, Jr., Fairfield County Auditor

County Treasurers are statutory members of their county’s board of revision. As members, all treasurers need to be familiar with BOR practices & procedures to efficiently and effectively carry out this role. This course will use materials developed by the Fairfield County Auditor and his BOR Administrator for The Ohio Board of Revision Resource Center (OBORRC) and its handbook, The Ohio Board of Revision Practice Handbook. Participants will also learn aspects of the appraisal process that is used as part of the BOR. 

 2:00 pm - 2:30 pm  
Break/Visit with Vendors

 2:30 pm - 3:30 pm

Bankruptcy Proceedings: A Deeper Diver (1 hr of CPIM approved)
Presented by Amy Bostic, Attorney, Chapter 7 Bankruptcy Trustee, LUPER NEIDENTHAL & LOGAN; Kenneth Richards, Partner, Attorney, Chapter 7 Bankruptcy Trustee, LUPER NEIDENTHAL & LOGAN; Cristal Caudill, Attorney, Chapter 7 Bankruptcy Trustee, Caudill Law Group.

At our Spring Conference, treasurers were exposed to a high level overview of Bankruptcy proceedings. Many treasurers requested the opportunity to learn more about the process and the opportunity to ask questions to help them better understand these proceedings. We are inviting back our same panelists to take a deeper dive into the bankruptcy issue, and engage in a free-flowing dialogue to answer treasurers’ questions.

 3:45 pm - 4:45 pm

CyberSecurity and Non-Profit Fraud Protection (1 hr of CPIM approved)

Presented by Don Boian, Cybersecurity Outreach Director, Huntington National Bank

Cyberthreats do not discriminate! Therefore, it is imperative for county treasurers to stay up-to-date on the different types of attacks, how to recognize them, and how to prevent them from happening. Huntington National Banks Cybersecurity Outreach Director, a 30 year NSA Defense Intelligence Executive, will walk county treasurers through the new maze of cyber threats, and how to proactively deal with them to protect their counties’ financial investments.

 5:15 pm - 6:30 pm

Vendor-Member Mingle

This reception is a great opportunity for CTAO Treasurers and staff to learn more about the services and offerings of our vendor partners in a fun a relaxed setting.

 6:30 pm - 8:00 pm

President's Banquet
The evening will include dinner, swearing in of new officers, awards and recognition of retiring treasurers.

 8:00 pm - 11:00 pm
Hospitality Room


Thursday, November 14

 7:00 am - 8:00 am  

 8:15 am - 8:30 am  
Opening Remarks and Announcements

 8:30 am - 9:30 am
Blockchain and Its Applications for Local Governments (1 hr of CPIM approved)
Presented by State Rep. Rick Carfagna and Anthony Dean, Director of Technology at SafeChain

We all hear or read about Blockchain but what is it actually and how may it impact county treasurers?  A blockchain is, in the simplest of terms, a time-stamped series of immutable record of data that is managed by cluster of computers not owned by any single entity. Each of these blocks of data (i.e. block) are secured and bound to each other using cryptographic principles (i.e. chain).  County treasurers will hear from SafeChain, a local software firm that is specializing in blockchain technologies, which will provide them with an overview of what to expect.  Additionally, State Representative Rick Carfagna has introduced legislation in the Ohio House to try and begin to put some guardrails around blockchain technologies and would like to discuss his approach with county treasurers.  For county treasurers, this could mean using advanced software technologies, including blockchain, to increase the speed and security of financial & property transactions.

 9:30 am - 9:45 am  
Break/Visit Vendors

 9:45 am - 10:45 am

Leveraging Treasurers' Tax Collection Expertise Across Your County through SaaS (1 hr of CPIM approved)
Presented by Alec Yannoulis, Sales Director, Autoagent Data Solutions

This session will provide participants with updates and new enhancements to their Autoagent Accounts. Participants will gain a better understanding of how to take advantage of available reporting tools, system functionality and available spreadsheet reports for export. It will include information on how to enhance your existing collections process with Real Estate Tax Servicers and information about the Autoagent Payments Solution for property tax collection from Individual Taxpayers.

 10:45 am - 11:00 am




 11:00 am - 12:00 pm

 Fifth Third Presents An Economic Update & Outlook (1 hr of CPIM approved)
 Presented by Tom Jalics, Vice President, Director of Asset Allocation, Fifth Third Bank

This session will provide participants with updates on the current economic conditions. Participants will gain a better understanding of current market conditions and outlook, and how it will impact their investing. It will include information on both the domestic and global economies. The presenter is the Director of Asset Allocation for Fifth Third Investment Management Group."


 12:00 pm - 1:15 pm


Lunch Break
(optional time for district meetings)


 1:15 pm - 2:15 pm


Disaster Preparedness and Recovery: Hope for the Best Prepare for the Worst (1 hr of AOS approved)
Presented by Lucas Co. Treasurer Lindsay Webb, Montgomery Co. Treasurer Russ Joseph, Lucas County Public Safety Director Matthew Heyrman

County treasurers’ office operations can be drastically altered because of man-made or natural disasters.  This course will provide real testimony from two of our members who just this year experienced disasters that shut-down their offices for days - one who experienced a man-made disaster (a cut main power line feeding her building), and the other who experienced a horrific EF3 Tornado (140mph winds) - how they reacted and responded, and why each county needs to have a disaster preparedness plan in place.  Topics to be covered include: 1) Initial Response, 2) Best Practices, 3) Future Planning, and 4) Lessons learned.


 2:15 pm - 2:30 pm  Break
 2:30 pm - 2:30 pm


An Overview of the Department of Defense Audit Process with a Primer on Government Auditing Standards (1 hr of CPIM approved)
Presented by Jacquelyn Hall-Carrillo, Audit Manager, DFAS Internal Review 

Although county treasurers deal with county finances and state regulations regarding their operations, it is helpful for them to also have other perspectives on public finance from other areas of government.  Helping them gain an understanding of the federal perspective will help to broaden every treasurers horizons on public finance.  This course will provide an overview on how the federal government does internal auditing, a presentation on the new Yellow Book (Government Auditing Standards), a presentation of what the Association of Government Accountants is, and a presentation on the Certified Government Financial Manager (CGFM) credential.

 3:30 pm - 4:00 pm




 4:00 pm - 5:00 pm


Roundtable Discussions (1 hr of AOS approved)

This session is designed to provide an open discussion and free exchange of ideas by counties of like size.  Topics include budget & staffing, unique practices during collections, foreclosures, delinquencies and prevention practices, board of revision, public records, records retention and management, legislative issues, Land Banks, and DTAC.

 5:45 pm


Shuttle service begins to Scene75


 6:00 pm - 8:00 pm


Off-site networking at Scene75

A buffet dinner will be provided in the facility's private event space. Attendees will then receive a card with entertainment credits to experience all this brand new two-story entertainment center as to offer!



Friday, November 15

 7:00 am - 8:00 am



 8:30 am - 10:00 am

Vendor tear-down

 8:15 am - 8:30 am

Opening Remarks & Announcements

 8:30 am - 9:30 am


 An Overview of the New Ohio Manufactured Home Program (1 hr of AOS approved)
Anne Petit, Division of Real Estate, Ohio Department of Commerce

In January, Ohio’s Manufactured Housing Commission was disbanded and the regulatory authority for manufactured housing was moved to the Ohio Department of Commerce. Anne Petit, Superintendent of the Division of Real Estate at the Ohio Dept of Commerce, and staff, will update county treasurers on the changes being made to the program and how county treasurers can interact with the new program. It is important for county treasurers to understand how the new regulatory framework will impact their office operations in dealing with manufactured homes within their counties, especially abandoned homes. 


 9:30 am - 10:30

Whats Your EQ? The 4 Components of Emotional Intelligence and How it Impacts Your Interaction with Colleagues and Customers

Presented by Dr. Phillip Kim, D.Sc., CISSP, CISA, Associate Professor - The DeVille School of Business,
Walsh University

Emotional Intelligence (EQ) has become a popular topic within organization development.  However, there has been limited practice in how this relates practically to a company and specifically how to develop leaders within the organization.  This program will focus on developing emotional intelligence competencies such as self-awareness, self-regulation, empathy, and collaborative leadership. Increased emotional intelligence can help employees become more effective in their communication with others. EQ can also allow employees to make better connections with their colleagues and their customers. Among all the necessary customer service skills, emotional intelligence may be one of the most important abilities to cultivate a positive experience with your customers.

 10:30 - 11:00 am

 Break & room check-out

 11:00 am - 12:00 pm

Chase One Rabbit: The Power of Less to Achieve More

Presented by Dr. Phillip Kim, D.Sc., CISSP, CISA, Associate Professor - The DeVille School of Business,
Walsh University

“If you chase both rabbits, you catch neither.” ~ Confucius

As a society we are busier than ever, but we’re not necessarily any more productive, happy or satisfied with our work. In our constantly connected world, there is a persistent pressure to get everything done all at once. Yet, brain research points to the many risks of multi-tasking, increasing error rates and information overload. We actually become dumber by having too much information. We’re chasing too many rabbits. It’s time to start with one. It's time to focus on what really matters and make progress towards real and meaningful goals.

 12:00 pm

Box Lunches will be available to take with you if you want to hit the road or you can stay and eat at the hotel with friends and colleagues.