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Conference Agenda
We look forward to seeing you at the 2023 Fall Conference!
** Need a printable PDF of the agenda? Coming Soon!
Click through the tabs below to view each day's schedule of events.
Speakers & sessions will be added as confirmed.
Tuesday, November 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 & CTAO Annual Meeting Join us as we kick-off our Fall Conference with this session presented by Scott Zumbrink, President; Dan Talarek & Alex Zumbar, Legislative Committee Co-Chairs, and a Capitol Square Update from CTAO Executive Director Kevin Futryk and State Lobbyist Julia Wynn. We'll also conduct the Annual Business Meeting of the CTAO. |
11:00 am - 12:00 pm |
Understanding the 20-mill Floor Presented by David Graham, Green County Auditor & Chris Klein, Chief Deputy Auditor, Lawrence County. We'll learn what it is, why it’s in place, when it was passed, and its effect on the increase in valuation, plus how increased millage will affect townships & school districts. |
12:00 - 1:00 pm | Lunch |
1:00 pm - 2:00 pm |
Investment Panel Presented by Doug Drabik & Mike Fink from Ramond James; Tom Jalics from Fifth Third Bank; and Jason Click & Jason Headings from Meeder Investments Get the latest news and updates regarding investments from our panel of investment professionals. |
2:00 pm- 2:15 pm | Break/Visit Exhibitors |
2:15 - 3:15 pm |
Evaluating the Evaluators: Critically reviewing appraisals and solutions from around the country Presented by Victor Anselmo, Managing Partner, Ohio; Siegel Jennings Co. LPA and Kieran Jennings, Managing Partner, Siegel Jennings Co., LPA Learn the “why” behind appraisal techniques and become aware of factors that are currently changing the real estate market. Understand where appraisals may have hidden flaws and why certain questions must be asked of appraisers to ensure that taxpayers and government bodies are well served by the Board of Revision. You'll also learn some of “the good, the bad, and the ugly” of other states' tax systems. |
3:15 pm |
Break/Visit Exhibitors |
3:30 pm - 4:30 pm | Time for District Meetings (if desired) |
4:30 - 5:30 pm |
Break Take a bit of time for yourself to catch your breath before our evening's activities. |
5:30 pm - 8:30 pm |
Tailgate Party + Game Night Join us for a low-key, casual, tailgate-themed night that will include a corn hole tournament, a euchre tournament, board games, dominoes, and more! You're invited to bring your favorite board game too! Feeling in the spirit? Wear gear from your favorite team - high school, college or pro! |
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, November 15
7:00 am - 8:00 am | Breakfast |
8:00 am - 9:00 am |
Foreclosure Panel Discussion Panelists: Bart Hamilton, Richland Co. Treasurer; Sam Lamancusa, Trumbull Co. Treasurer; Don Rankey, Delaware Co. Treasurer; and Ric Wasserman, Athens Co. Treasurer |
9:00 am - 9:15 am | Break/Visit Exhibits |
9:15 am - 10:15 am |
Performance Audits: A Tool to Objectively Evaluate Efficiency, Economy, and Effectiveness of Operations and Programs Presented by Dorinda Byers, Deputy Director of Operations, Ohio Auditor of State
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10:15 am - 10:45 am | Break/Visit Exhibits |
10:45 am - 11:45 am |
Improving Efficiency and Maximizing Collections via Technology You will hear from both technology vendors and Ohio Treasurers on best practices and ways to leverage technology to improve your counties processes. Discover ideas to help improve efficiency and increase revenue collections. |
11:45 am - 1:00 pm | Lunch |
1:00 pm - 2:00 pm |
Records Retention for the Treasurer's Office Managing your office’s records, whether paper or electronic, is crucial to assure your ability to find needed information, be compliant with various laws and regulations, answer public records requests in a timely manner, as well as reduce the budget burden to store such records. Attendees will learn about the importance of records management for your local agencies, how records retention schedules should be crafted, how to create a defensible record destruction process, and what retention considerations there are with electronic, e-mail, and social media records. |
2:00 pm | Break/Visit Exhibits |
2:15 pm - 3:15 pm |
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.
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3:15 pm - 4:15 pm | Session 8 |
4:15 pm - 5:00 pm |
Break Take a bit of time for yourself to catch your breath before our evening's activities, which includes the President's Banquet and a live band. |
5:00 pm - 6:00 pm | Vendor Member-Mingle Spend some time visiting with our vendor partners and learn about their products and services while enjoying drinks and snacks. |
6:00 pm - 8:30 pm |
President's Banquet |
8:30 pm - 10:30 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, November 16
7:00 am - 8:30 am | Breakfast |
8:30 am - 9:30 am | Session 9 |
8:00 am - 10:00 am | Vendor Tear-down |
10:00 am - 10:30 am | Break/Room check out |
10:30 am - 12:00 pm | Session 10 |
12:00 pm |
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, November 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!
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