Real World Case Studies: Investing & Portfolio Management

Description:

One of the best forms of education is learning from the successes and struggles of others.  This session will walk through several real-life examples, both good and bad, of issues faced by fiscal officers.  These case studies will include determining cash vs core investment portfolios, project funds, knowing the roles of services providers, and communication and self-advocacy related to banking.

Speaker:

Jim McCourt, Director, Advisory Services, Meeder Investment Mgmt

*This session is pending approval for one hour of fiscal officer Continuing Education (CE), as required by the Fiscal Integrity Act (R.C. §507.12). Additionally, this session is pending approval for credit for CPIM training, as required by R.C. §135.22.

Mail-In Registration Form

If you would like to register via a paper form, you can download one at the link above (note that a separate form must be filled out for each registrant).

• Make all checks payable to Ohio Township Association; payment for more than one attendee can be included in the same check.
• The form can be mailed to the Ohio Township Association at 6500 Taylor Rd. Suite A, Blacklick, OH 43004, faxed to 614-863-9751, or emailed to zaky@ohiotownships.org. (Emailed forms will require mailed payment to the address above.)
• Paper registration forms are due five business days prior to the event.