Conference Agenda

Arriving on Monday afternoon or evening? Nothing official is planned, but plan to meet at the hotel restaurant, 17 Arrows to meet up with friends and colleagues or plan a dinner together at one of the many restaurants nearby!

Time

Event

Location

Breakfast

Staying over the night before? Driving in the day of the conference? We'll be providing breakfast and coffee for all registered attendees. Venture down from your sleeping room to grab a bite to eat and coffee before registration opens. Breakfast will be held in the Polaris Ballroom.

Polaris Ballroom A & D

Registration Opens/Badge Pick Up

Stop by the CTAO Registration table just outside the Polaris Ballroom to pick up your name badge and conference materials.

Polaris Ballroom Foyer

Polaris B, C, E & F

The Comprehensive Security Assessment: Protecting people, property and public trust at the Treasurer's Office

Presenter: Kent Shafer, Owner, K.H. Shafer & Associates LLC

This session gives county treasurers a clear, practical look at how to strengthen safety and security in their offices. We’ll explore common vulnerabilities, examine how policies, facilities, and technology work together, and highlight the importance of staff readiness. You’ll see how a comprehensive assessment—covering interviews, facility reviews, emergency preparedness, and staff training—creates a roadmap for meaningful improvement. Attendees will leave with actionable insights to protect their people, their buildings, and the public trust.

Polaris B, C, E & F

Property Tax Reform

We'll hear from Krista Bohn, Allen County Treasurer, and Matt Nolan, Warren County Auditor. As members of Governor DeWine's Property Tax Reform Working Group, they'll provide remarks on recommendations of the group and what's on the horizon.

Property Tax Chaos

Presenters: Catherine Swarts & Rebecca Pricehorn, Partners at Bricker Graydon Wyatt

This presentation will explain implications arising from recent and proposed Ohio legislation affecting property taxes, along with the proposed state ballot initiative to abolish taxes on real property. We will also discuss how the expanded authority of budget commissions could affect local government funding. Regardless of experience, participants will understand the current framework for local government funding in light of numerous legal developments aimed at lowering and limiting property taxes.

Polaris B, C, E & F

 District Meetings

Look for posted signs for locations

Evening Activities - Coming Soon!

After-Hours Networking

Not ready to call it a night? The hotel restaurant and bar, 17 Arrows, will be open to our attendees for drinks and light snacks after our evening activities. Each attendee will receive three drink tokens each evening. Additional drinks are on your own tab.

17 Arrows
(Hotel bar)

Time

Event

Location

How to Reduce Mailing Costs Using New Technology and Electronic Delivery

Presenter: Jim Cote', President, The Master's Touch

Jim reveals how to reduce costs using new technology that eliminates paper waste, processing time and reduces the overall postage bill. He will show you how to eliminate the common excuse of “I never received my notice”. Jim will also expose who really dictates the postage you pay and why. He will also share how to reduce undeliverable mail, save on postage, display notices electronically, and the benefit of utilizing intelligent mail barcodes.

Polaris Ballroom B, C, E & F

Education Session

Polaris Ballroom B, C, E & F

Break/Visit Exhibits

Ballroom Foyers

Education Session

Polaris Ballroom B, C, E & F

Lunch

Polaris Ballroom A & D

Polaris Ballroom B, C, E & F

Education Session

Polaris Ballroom B, C, E & F

TBA

9:00 pm - 11:00 pm

After-Hours Hospitality & Networking

Not ready to call it a night? The hotel restaurant and bar, 17 Arrows, 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.

17 Arrows
(Hotel Bar)

Time

Event

Location

Breakfast

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 people
Group 2 - 35,001 - 55,000
Group 3 - 55,001 - 95,000
Group 4 - 95,001 - 200,000
Group 5 - 200,000+

Various locations

Roundtable Recap

We'll gather back as a large group to discuss the key take-aways from each of the small groups and continue the discussion. Each roundtable will have a spokesperson to share what they learned with the larger group. There will also be time for Q&A.