Conference Agenda

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

2024 Fall Conference Email 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.
 
We're celebrating our 100th Anniversary in 2024!

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


 

Tuesday, November 12

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

Legislative Update & Annual Business Meeting (1 hr AOS pending)

Join us as we kick-off our Fall 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.

Gain a working knowledge of 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.  

We'll also conduct the annual business of the association.

11:00 am - 11:15 am

Break

11:15 am - 12:15 pm

Modernizing Tax Payments: Simplifying the Process for Taxpayers 

Presenters: Jeff Brodsly, CEO, ReCo/100GROUP; David Hickman, Vice President, Sales and Marketing, Vision Government Solutions; Niko Spyridonos, Founder & CEO, AutoAgent; and Gary Norton, ReCo/100GROUP

Discover how to modernize tax payment systems by leveraging digital
tools such as Apple Pay, QR codes, and Interactive Voice Response (IVR)
technology. This session will explore practical strategies to streamline the
payment process, enhance taxpayer experience, and achieve significant cost savings for your office. Learn from industry experts about the benefits of digital payments and how to implement them effectively.

 

12:15 - 1:15 pm Lunch
1:15 pm - 2:15 pm Education Session 3
2:15 - 2:30 pm Break/Visit Exhibitors
2:30 - 3:30 pm

AI: The New Threat to Fraud Within Organizations

Presenters: Anthony Okray, SVP, Government Banking; Amber Buening, SVP - Security Outreach Director; and Todd Ritzler, Commercial Relationship Manager III; Huntington National Bank

Fraud has always been a concern to Government entities. Most have done what they need to do to try and keep the money entrusted with them safe. Now a new technology is being used to enhance our abilities online, but has this opened a whole new door for the bad guys that are trying to get at your funds? The discussion will cover the new AI technology and provide you with safe practices to help your organization avoid losses. 

3:30 pm - 4:30 pm

Break

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

4:30 pm - 5:00 pm Depart for downtown Columbus
5:00 - 7:00 pm

Ohio Council of County Officials - Legislative Reception

County Treasurers are invited to attend the OCCO legislative reception at the Ohio Statehouse before joining their fellow attendees at our reception & dinner. (Shuttle service provided between the statehouse and Downtown Dinner)

5:00 pm - 8:00 pm

Downtown Dinner

We'll venture downtown to experience food & fellowship with county staff and vendor partners. County treasurers will join us after the OCCO legislative reception.

Join us for dinner, music, games, and the ever-changing art gallery at The Kee. Relax in the indoor and outdoor areas situated in the lively warehouse district of Downtown Columbus. Transportation will be provided.

8:30 pm - 10:30 pm

After-Hours Networking

Not ready to call it a night? The hotel restaurant and bar will be open to our attendees for drinks and light snacks after our evening activities. Each attendee will receive three drink tokens. Additional drinks are on your own tab.

 

Wednesday, November 13

Tentative Agenda

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

Budget Shortfall: $16 Billion of Unpaid Property Taxes

Presenter: Brad Westover, Executive Director, National Tax Lien Association

This session will tackle one of the most pressing financial challenges facing our nation: the staggering $16 billion in unpaid property taxes annually. We will delve into the root causes of this budget shortfall and gain valuable insights into potential solutions. Brad Westover, NTLA Executive Director will shed light on the impact of unpaid property taxes on local communities, government services, and public infrastructure, highlighting tax sales as the top solution that can help bridge the budget gap and foster financial stability for all stakeholders. Attend this session and become equipped with the knowledge and ideas to contribute to the resolution of America's property tax challenge.

10:00 am - 10:15 am Break
10:15 am - 11:15 am

The Ohio Revised Code & The Role of the Treasurer

Presenters: Brad Cromes, Cuyahoga County Treasurer; Kathy Kelich, Belmont County Treasurer; Ric Wasserman, Athens County Treasurer; Alex Zumbar, Stark County Treasurer

The Ohio Revised Code guides the role & requirements of County Treasurers. Understand the duties, expectations, educational requirements, and helpful resources to utilize to be a successful County Treasurer.

11:15 am - 11:30 am

Break

11:30 am - 12:00 pm District Meetings (optional)
12:00 pm - 1:00 pm

Lunch

1:00 pm - 2:00 pm

Education Session 7

2:00 pm - 2:15 pm Break/Visit Exhibits
2:15 pm  - 3:15 pm Education Session 8
3:15 pm - 3:30 pm

Break/Visit Exhibits

3:30 pm - 4:30 pm Education Session 9
4:30 pm - 5:00 pm

Break

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

5:00 pm - 6:00 pm

Vendor-Member Mingle

We'll kick off our evening events with a networking reception with our vendors. Learn about their products and services while enjoying appetizers and drinks.

6:00 - 7:30 pm

Leadership Installation Dinner

Wednesday evening will feature a sit-down dinner and the swearing in of new CTAO officers.

7:30 pm - 9:00 pm

"Treasurers' Got Talent" Show

Join us for "Treasurers' Got Talent," where the financial wizards drop their calculators and keyboards and pick up the mic! Treasurers, staff, and vendors unite, showcasing their hidden talents—from strumming melodies to delivering punchlines. Brace yourself for an evening where spreadsheets meet high notes and forecasts predict laughter. Don't miss this fun-filled symphony of talents!

9:00 pm - 11:00 pm

After-Hours Hospitality & Networking

Not ready to call it a night? The hotel restaurant and bar will be open to our attendees for drinks and light snacks after our evening activities. Each attendee will receive three drink tokens. Additional drinks are on your own tab.

 

Thursday, November 14

 

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

Property Tax Primer, Part 1

Featuring Tom Zaino, Brian Perera and Steve Hall from ZHF Consulting

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

Property Tax Primer, Part 2
Be sure to stay for the second half of the session!

11:30 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, November 11

 

 All Day  Arrival & Check-in
 

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