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? Download it here.

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


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 (1 hr AOS approved)

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 Property Taxes in Ohio (1 hr CPIM approved)

Presented by David Graham, Green County Auditor & Chris Klein, Chief Deputy Auditor, Lawrence County.

A review of how valued changes impact property taxes and property tax rates along with a review of tax credits and the eligibility requirements for each.

12:00 - 1:00 pm Lunch
1:00 pm - 2:00 pm

Investment Updates for County Treasurers (1 hr CPIM approved)

Presented by Doug Drabik from Raymond James; Tom Jalics from Fifth Third Bank; and Jonathan Azoff from Meeder Investments. Moderated by Michael Zuren, Lake Co. Treasurer

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 (1 hr CPIM approved)

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

Performance Audits: A Tool to Objectively Evaluate Efficiency Economy and Effectiveness of Operations and Programs (1 hr AOS approved)

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.

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

Today's Land Bank Brownfield Grant Acquisition Program (1 hr AOS approved)

Sam Lamancusa, Trumbull Co. Treasurer; Bart Hamilton, Richland Co. Treasurer;
Don Rankey, Delaware Co, Treasurer; Ric Wasserman, Athens Co. Treasurer; Shawn Carvin, Executive Director, Ohio Land Bank Association; and Adam Jutte, Cuyahoga Co. Prosecutor’s Office

This panel will do a deeper dive into programs that can help counties convert abandoned & foreclosed properties into buildable parcels. The group will explain the Building Demolition & Site Revitalization Program (BDSR) through the Ohio Department of Development that was authorized in the recent biennial operating budget. Panelists will discuss how county treasurers can work with their local Land Bank to secure these funds, best practices on how to utilize these funds, the grant application process, foreclosure process, and Board of Revision process regarding abandoned properties.

9:00 am - 9:15 am Break/Visit Exhibits
9:15 am - 10:15 am

District Meetings

10:15 am - 10:45 am Break/Visit Exhibits
10:45 am - 11:45 am

Improving Efficiency and Maximizing Collections via Technology (1 hr CPIM approved)

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.

Session Handout - Improving Efficiency

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 (1 hr AOS approved)

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

Vital Cybersecurity Practices for County Treasurers (1 hr CPIM approved)

Presented by Kirk Herath, Cybersecurity Strategic Advisor to Governor Mike DeWine and Chair, CyberOhio

In an increasingly digitized world, cybersecurity has become a critical risk for every organization, including county treasurers' offices. The threat of cyber-attacks is increasing, as is the cost and time of recovery. Participants will learn about CyberOhio, its work to improve the cybersecurity of local governments
through the Homeland Security Advisory Council – Cyber, why continually improving cybersecurity is essential to county treasurers, and what steps they can take to protect themselves best.

3:15 pm - 4:15 pm

Treasurer Roundtable Discussions (1 hr AOS approved)

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             Jeff McIntosh
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

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 - 9:00 am Breakfast
9:00 am - 9:45 am


9:30 am - 10:00 am Break/Room check out
10:00 am - 10:30 am The CTAO Welcomes Ohio Treasurer Sprague
10:45 am - 11:45 am

SesTechnology - Introduction to the Ohio Innovation and Technology Association (1 hr CPIM approved)
Presented by: Robert Kovey & Jennifer Flatter, OITA; Mark Epolito, Google

Local government technology challenges and opportunities are always changing and now they are changing at more rapid pace. Some of the largest, and at times, most needed partners for government are companies with solutions based on and delivered by technology. Improving the citizen experience, cybersecurity, managing resources, lowering costs of operations are all factors that can be considered by government offices. The OITA is the bridge between tech and government.

11:45 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 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!