AGENDA

Monday, April 26, 2021

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1:00 pm - 2:00 pm EDT
Economic Update (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

Chief Economist Dr. Lindsey Piegza will look at the current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates and monetary policy. She will cover macro-economic trends in consumer spending and investment, in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment, and how it will affect the economic recovery. Participants will leave this session able to advise management teams on the possible effect of economic issues on their organizations.

Learning objectives:

Macro-economic trends including the health of the consumer, and manufacturing sector
Fed policy effects and initiatives
U.S. growth and rate outlook 

This session provides treasurers a broad overview of the economy.

Speaker(s)

Lindsey M. Piegza, Ph.D., Managing Director, Chief Economist, STIFEL

2:00 - 2:15 pm EDT
Break

2:15 pm - 3:15 pm EDT
Don't Get Caught Up S Creek without an Investment Plan (CPIM Approved)

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Overview

Fees: $55 (Non-Member) / $30 (Member)

This session will feature an interactive feature for the crowd as we discuss the intricacies of investing per the Ohio Revised Code and the importance of establishing an investment plan which can be adjusted to meet changing investment markets. While similar to prior year’s popular format, we will be changing up the particulars of the interactive format for this year’s presentation. Attendees will have the opportunity to engage bringing real life experiences into the presentation. 

Speaker(s)

Jennifer Trowbridge, Co-Founder, Portfolio Manager, RedTree Investment Group

Ryan Nelson, Managing Principal & Portfolio Manager, RedTree Investment Group

Jenni Logan, Treasurer/CFO, Lakota Local School District

Shaunna Tafelski, Treasurer, Talawanda City SD

Mike Mestemaker, Vice President, Huntington National Bank