Real World Case Studies: Investing & Portfolio Management

Speaker:

Joe Violand, RedTree Investment Group

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 funding, understanding the roles of service providers, and communication and self-advocacy related to banking.

*This session is pending approval for one hour of fiscal officer Fiscal Integrity Act (FIA) credit, 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.

Cancellation & Substitution Policy

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 the 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 Michael Zaky. (Emailed forms will require payment to be mailed to the address above.)
• Paper registration forms are due five business days prior to the event.