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

Polaris B, C, E & F

Lunch/Vendor Mingle/Dessert Destination

Explore our vendor partners' products and services during our dessert destinations. Various desserts will be set around the exhibit space and extra time will be available for treasurers visit exhibits.

Improving Mail Delivery, Reducing Cost, and Accelerating Revenue with USPS Optimization

Presenter: John Dawson, DivcoData

Learn how the USPS processes mail, how to improve delivery and alternate ways of delivery for statements. This interactive session will allow attendees to ask questions and receive answers about what each county can do to improve their internal data and how to check returned mail, which has become a problem for all counties.

The Gus Frangos Act: What Treasurers Need to Know

Presenter: Shawn Carvin, Executive Director, Ohio Land Bank Association

For more than seven years, the Ohio Land Bank Association has advocated for passage of the Gus Frangos Act, a comprehensive update to Ohio’s land banking laws. As the legislation nears the finish line, OLBA representatives will provide a practical overview of the provisions most relevant to county treasurers. The session will walk through the key changes included in the legislation, explain how they intersect with the role of the county treasurer, and discuss what implementation may look like at the local level. The discussion will also provide context on why these changes were pursued and how they are intended to strengthen Ohio land banks.

Polaris B, C, E & F

 District Meetings

Look for posted signs for locations

Evening Activity - TBA

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

Building & Maintaining Strong Vendor Relationships

Presenters: Patty Melton, InvoiceCloud, Kellie Gray, Williams County Treasurer, Jill Schiller, Hamilton County Treasurer

Explore how counties and vendors build strong partnerships through trust, communication and collaboration in this interactive session, featuring live audience questions and real-time results.

Polaris Ballroom B, C, E & F

Navigating the Yield Curve with your Investment Portfolio

Presenter: Michael McCullough, Touchstone Wealth Partners

Learn about current Federal Reserve policy, where interest rates stand today, and where they may be headed in the future. This discussion will also provide historical context on Fed policy, highlighting the fall and rise of rates over the past six years. Finally, you’ll hear tips on how to use the current yield curve to help protect your portfolio against potential shifts in yield.

Polaris Ballroom B, C, E & F

Break/Visit Exhibits

Ballroom Foyers

Finding the Hidden Revenue: A People, Process, Technology Framework for Business Process Optimization

Presenters: Patrick Tiettmeyer, VP Of Growth, Akava/UpRys; Munjuzi Nyirenda, Principal Consultant, Akava/UpRys; Cheryl Brooks Sullivan, Franklin County Treasurer, Dusten Kolhorst, IT Director, Franklin County Treasurer's Office; and Lisa Perryman, Director of Data Analytics, Franklin County Treasurer's Office.

Treasurer’s offices often rely on processes that have evolved informally over time—layered notices, manual departmental handoffs, and duplicate data entry that quietly consume staff time and delay revenue recovery. This session introduces a practical business process optimization framework built around three pillars: People, Process, and Technology, grounded in a real county case study focused on departmental operations and taxpayer engagement workflows.

The framework presentation will be followed by a moderated panel with the County Treasurer, IT Director, and Data Director, who will discuss how the approach worked in practice, including tradeoffs, interdepartmental friction points, and measurable impact from each perspective.

Polaris Ballroom B, C, E & F

Lunch

Polaris Ballroom A & D

Bankruptcy Panel Discussion

Presenters: Jennifer Connelly, Delinquency Supervisor, Montgomery County Treasurer's Office; John Jansing, Trustee, Office of Chapter 13 Dayton; Erin Renneker, Staff attorney, Office of Chapter 13 Dayton; Jeanne Zurmehly, Clermont County Treasurer

Polaris Ballroom B, C, E & F

The Ohio Ethics Law 2026: When Doing Right Matters

Presenter: Susan Willeke, Training & Communications Manager,Ohio Ethics Commission

This engaging and interactive discussion explores the ongoing values and protections of the Ohio Ethics Law and dissects restrictions and prohibitions under this criminal statute.  This session will assist those in public service who are subject to the law and those in the private sector who are regulated by or do business with governmental entities.

Polaris Ballroom B, C, E & F

Break

Cocktails & Conversation

Kick off the evening's celebration with drinks and appetizers.

President's Banquet & Leadership Installation

Casino Night

Back by popular demand, we'll host another fun, low-stakes casino night. Learn the games, have fun with friends and colleagues, and try your luck at the roulette wheel or blackjack table. 

9:30 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)

Breakfast

What To Consider When Transitioning Your Payables to Electronic Payments

Presenter: Karl Lamar, Treasury Sales Executive, JP Morgan Chase

Checks and cash are still the default in many counties, but the shift toward electronic payments is accelerating. In this session, J.P. Morgan's Karl Lamar will help treasurers evaluate the full landscape of ACH, wire, FedNow, and digital wallets - not just the benefits, but the policy, procedural, and security trade-offs that come with them. Participants will leave with a clearer sense of what their office can implement now versus what belongs on a three-year roadmap, and how to weigh constituent convenience against the need to limit account exposure and protect public funds from fraud.

Polaris Ballroom

Treasurer Roundtable Discussions (1 hour AOS pending)

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. Topics include budget & staffing, unique practices during collections, foreclosures, delinquencies and prevention practices, board of revision, public records, records retention and management, legislative issues, Land Banks, and DTAC.

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+