The Certification Programs

CPFA

To be eligible for this prestigious
designation, an individual must be the elected or appointed treasurer, deputy or assistant treasurer,employee in/or dealing with the office of treasurer or principal officer in the governmental
entity who is charged with the performance or supervision of one or more of the following responsibilities, investments,debt or treasury

CPIM

The Ohio Treasurer of State created the
Center for Public Investment Management (CPIM) to provide Ohio public funds managers and their oversight authorities with high-quality instruction in the areas of investments, cash management, and ethics,as prescribed by Ohio Revised Code Section 135.22.

It is CPIM's objective to offer quality professional development and sufficient opportunities to allow Ohio's public funds managers to meet their annual continuing educational requirements. For more information, please visit the Ohio Treasurer of the State’s website at: http://www.tos.ohio.gov/.

Continuing Education Credits

Participants in this program will receive 3.4 continuing education
units for completing the five-day workshop and 1.2 units for completing the two-day program.

Special Events and Features of the Program

As those who have attended recent workshops on Wednesday afternoon we will have a golf outing sponsored by the Ohio Municipal Advisory Council and hosted by Chris Scott. You should contact Chris at 1.880.969.6622 if you wish to play. Those who play golf will need to plan to attend a two-hour session on public finance scheduled for late Tuesday afternoon.

For those who do not wish to play golf the public finance session will be repeated after lunch on Wednesday. That will still leave free time after that to relax and enjoy the area. Unfortunately the Akron Aeros, the AA minor league club for the Cleveland Indians, will be out of town the week of the workshop. They will be in town the previous weekend. Call if we can help you get tickets for the Sunday afternoon game on the 15th (2pm).

One of the advantages of this set of workshops is that some of the training can be used as part of the Ohio State Treasurer’s CPIM program. Once the program is finalized (and we can transmit that information to the T Treasurer’s office) we can tell you which of the workshops meet the criteria for credit under that training program.

In addition to providing two meals and coffee breaks there will be a banquet for all participants on Thursday evening.