We are pleased to have the following individuals presenting educational sessions at the 2019 Fall Conference. They are listed in order of appearance.
Keith Faber is Ohio’s 33rd Auditor of State. From 2001-18, Faber served Ohioans in the state legislature, including time as President of the Ohio Senate. He earned a reputation for restraining state spending, lowering taxes and advocating for more transparent, accountable government. Prior to his role as a legislator, worked in the private sector, before opening his own law firm, Faber and Associates LLC.
State Representative Dave Greenspan is serving his second term in the Ohio House of Representatives. He represents the 16th Ohio House District, which includes the cities of Bay Village, Fairview Park, North Olmsted, Rocky River, and Westlake.
Jason M. Dolan, Esq., is the Administrator for the Fairfield County Board of Revision where he helps conduct hearings on the BOR’s behalf. Prior to serving as Administrator for the BOR, he served for several years in the Civil Division of the Fairfield County Prosecutor’s Office where his duties included representing the county’s interests at the BOR. He is the author of The Ohio Board of Revision Practice Manual, the first comprehensive manual that outlines the history, procedures, and case law impacting Boards of Revision.
Jon A. Slater, Jr., has almost three decades of local government service under his belt. He is in his ninth year as Fairfield County Auditor and previously served as the county’s treasurer for 17 years.
Amy Bostic is currently of counsel with LUPER NEIDENTHAL & LOGAN. She focuses her practice on debtor, creditor and creditors’ committee, secured creditors, debtors and fiduciaries in Chapter 11 corporate reorganizations, out of court work-outs, general commercial law transactions, loan restructures and fiduciary representation. Ms. Bostic is the Chapter 7 panel trustee in the Columbus Division of the Bankruptcy Court in the Southern District of Ohio.
Kenneth M. Richards is a Shareholder with LUPER NEIDENTHAL & LOGAN and has been with the firm since 1987. He received his undergraduate degree in Pre-Law from The Pennsylvania State University and his Juris Doctor, With Honors, from The Ohio State University College of Law where he was an articles editor for The Ohio State Law Journal. Ken is an experienced bankruptcy attorney who has represented debtors, creditors, trustees and creditors’ committees in both commercial and consumer cases. He has also handled hundreds of bankruptcy adversary proceedings, including preferences, fraudulent transfers, and dischargeability actions.
Christal Caudill is an Attorney and Chapter 7 Bankruptcy Trustee at Caudill Law Group. She has over 20 years of experience in representing clients through the bankruptcy process. She focuses her practice on representing individuals and small business debtors in chapter 7 and chapter 13. Ms. Caudill also sits as a Chapter 7 Panel Trustee in the Southern District of Ohio. She currently serves on the Columbus Bar Association Ethics and Pro Bono committees. Ms. Caudill received her law degree from Capital University and her undergraduate degree from The Ohio State University.
Don Boian is the CyberSecurity Outreach Director for Huntington Bank. In this capacity, he works with customers and commercial clients to raise awareness of Information Security threats and vulnerabilities. He is also responsible for fostering closer partnership with government organizations that work in the cybersecurity space. Prior to this role, Boian served as Huntington’s Chief Information Security Officer for over 2 years. Prior to joining Huntington, Boian spent 30 years at the National Security Agency and retired as a Defense Intelligence Senior Executive working both offensive and defensive cyber operations.
State Representative Rick Carfagna is serving his second term in the Ohio House of Representatives. He represents the 68th House District, which includes the eastern half of Delaware County and all of Knox County.
Anthony Dean is Director of Technology at SafeChain and has been directing engineering and technology efforts there since 2017. He previously served in leadership roles in software engineering and system administration in corporate and electronics companies.
Alec Yannoulis is the Sales Director at Autoagent Data Solutions. He has been working with Ohio County Treasurers since 2014, providing them a cost-free Escrow Property Tax Solution which allows county treasurers to collect accurate and balanced tax payment files from the national tax servicers, mortgage companies and local escrow payers. Alec takes pride in providing exceptional customer service and receiving direct feedback from his customers. Alec was educated in Business Administration at Loyola University of Chicago and loves to surf the waves off the coast of southern Florida.
Tom Jalics is Director of Asset Allocation at Fifth Third Bank where he is responsible for leading the Investment Management Group’s asset allocation process, both strategic and tactical, which informs the management of the ~$29 billion in assets under management (AUM) at the bank. He provides internal and external communication on the economy and the markets, making public speaking and media appearances on behalf of the bank. Tom also directly manages three equity strategies with ~$500 million in AUM.
Lindsay Webb has served as Lucas County Treasurer since 2017. A Toledo native, she previously served on Toledo’s city council.
Russ Joseph has served as Montgomery County Treasurer since January of 2019. Prior to his appointment, Russ served as the Montgomery County Clerk of Courts and has over 18 years of experience in local government. A lifelong Daytonian, Russ is a graduate of Carroll High School and the University of Dayton.
Matthew Heyrman started his second stint as Lucas County’s Director of Public Safety in September of 2018. He had previously served in that position from 2015-2017. Matt has held several other roles in local county government, including many years working in emergency services. With a MPA from the University of Toledo, Matt also worked in business development and was the Executive Vice President of the Associated General Contractors of NW Ohio.
Jacquelyn Hall-Carrillo is an Internal Audit Manager at the Defense Finance and Accounting Service (DFAS) in Cleveland. DFAS is an agency of the United States Department of Defense (DoD) and is responsible for pay and accounting services for military members, retirees, annuitants, DoD civilian employees, vendors and contractors. Jackie has 30 years of practice in federal sector accounting and finance operations. Most of her audit experience involves performance audits. Prior to joining DFAS in 1995, she audited at the Defense Contract Audit Agency. Jackie completed a President’s Management Council Interagency Rotation at the National Aeronautics and Space Administration Glenn Research Center in the Chief Financial Officer’s Office.
Anne Petit is on her second stint as Superintendent of the Division of Real Estate and Professional Licensing. She previously ran the division from 2002 to 2005, then left to become Vice President of Hondros College and served as director of their regulatory and compliance programs. Anne has also served as Director of Constituent Inquiries for Governor Bob Taft and was Administrator for the Secretary of State’s campaign finance division. She also held positions with the former Diamond Savings & Loan in Findlay and Mid-American National Bank in Toledo.
Dr. Phil Kim is an educator, speaker and consultant. He has over 20 article publications in peer-reviewed academic journals and has been invited to present his research at both national and international conferences. Phil currently serves as an Associate Professor of Business within The DeVille School of Business at Walsh University in North Canton. Prior to becoming a professor, Dr. Kim worked in various capacities within the financial services industry, primarily as an Information Systems Auditor and IT Security Administrator. In addition to his teaching duties, Dr. Kim conducts professional development training programs and provides consulting for organizations seeking to increase their employee engagement.