Conference Agenda

We look forward to seeing you at the 2023 Fall Conference!

The CTAO Conference Planning committee has been hard at work preparing for our 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


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


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

Performance audits examine the efficiency and effectiveness of government programs and functions with the goal of making them better. While financial audits determine whether public funds are spent legally and managed in accordance with accounting principles, performance audits examine whether funds are spent wisely and if programs achieve their intended purpose. Learn more about how a performance audit can help your office succeed.


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.

J. Brad Lewis, F&E Payment Pros
Gary Norton, ReCo
John McManus, Montgomery Co. Treasurer
April Bowersock, Auglaize Co. Treasurer

Moderated by Jeff Brodsly, CEO, ReCo

11:45 am - 1:00 pm Lunch
1:00 pm - 2:00 pm

Records Retention for the Treasurer's Office

Presenter: Nathan Owens, Senior Records Manager, Ohio Attorney General'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.

Group 1 - 1-35,000             TBD
Group 2 - 35,001 - 55,000   Dave Wolters
Group 3 - 55,001 - 95,000   Bill Ogg
Group 4 - 95,001 - 200,000 John Burke
Group 5 - 200,000+            Dan Talarek

3:15 pm - 4:15 pm Session 8
4:15 pm - 5:00 pm


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
Join us for a delicious dinner as we say thank you to Scott Zumbrink for his service as CTAO Board President and swear in the new officers. Afterward we'll hear the music of Darke County's own Shannon Clark and the Sugar.

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!