Fiscal Officer Training
Ohio township fiscal officer training opportunities.
Whether you are a first-time fiscal officer or have years under your belt, the OTA provides insightful information on financial planning, annual procedures, audits, and more.
Please be sure to frequent this page for dates of upcoming training.
What is continuing education? Why should I do it?
Continuing education is a vital part of any leader's efforts to be effective in their position. As elected officials, you are tasked to steward tax-payer dollars and serve the interests of the people when the laws are constantly changing.
What continuing education is required?
There are different requirements depending on your position. Each elected official (trustees and fiscal officer) is required to complete public records training for each term held in office. Fiscal officers must also complete 24 or 12 hours of additional training depending on if they are newly elected or re-elected.
What is public records training?
All officials elected to statewide or local office are required to receive three (3) hours of certified public records training for each term of office. The training is designed to enhance the elected officials’ knowledge of the duty to provide access to public records. This training is provided at no cost by the Attorney General or Auditor of State. (R.C. §149.43(E)(1))
What is ethics training?
Fiscal officers are required to complete two hours of ethics training per term of office per the Fiscal Officer Integrity Act (FIA). While trustees are not required to take ethics training, the OTA encourages all township officials and employees take the training.
What is the Fiscal Integrity Act (FIA)?
Pursuant to R.C. §507.12, a newly elected or appointed township fiscal officer shall complete 24 hours of continuing education during their first term in office. At least six (6) hours of the 24 hours of education shall occur before or during the first year of office. A township fiscal officer who is elected to a subsequent term of office shall complete 12 hours of continuing education courses in each subsequent term of office. Appointed fiscal officers training hours will be based on the amount of time left in the unexpired term.
A newly elected or appointed fiscal officer who participates in the Auditor of State’s training program under R.C. §117.44 may apply those hours taken to the six hours of initial education programs required.
Additionally, fiscal officers may apply the hours taken for public records training and any training certified by the Treasurer of State as part of the Center for Public Investment Management (CPIM) program.
Learn more about FIA here.
How do I report FIA credit?
Fiscal Integrity Act (FIA) credit is given by the Ohio Auditor of State for continuing education courses. To receive FIA credit from the Auditor of State, you must self-report your training hours by logging onto the Auditor of State's Fiscal Integrity Portal.
What is Center for Public Investment Management (CPIM) credit?
As outlined in Ohio Revised Code 135.22, any person who makes decisions regarding the deposit or investment of moneys of a subdivision must comply with the Center for Public Investment Management (CPIM) training requirement. Complying with CPIM requires a person to earn six (6) hours of CPIM training and pay an annual $100 CPIM fee.
To receive CPIM credit from the Treasurer of State, you must self-report your training hours on the new CPIM Certificate of Hours form and email it to the Treasurer's office by the deadline listed for each webinar. Unlike previous years, there is no passcode needed to self-report.
Learn more about CPIM here.
Upcoming Workshops:
Reconciliations and Proof of Cash
April 24, 10:30 – 11:30 a.m.
Track: Fiscal Officer
Moderator: Lisa Woodford, Ohio Auditor of State’s Office
Description: This session will help you identify and compile differences between book and bank activity, by month, in order to populate final adjustments needed to reconcile the books to the bank.
Price: $20 member / $30 non-member
*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.
Real World Case Studies: Investing & Portfolio Management
May 22, 10:30 – 11:30 a.m.
Track: Fiscal Officer
Moderator: Joe Violand, RedTree Investment Group
Description: Learn from real-life financial examples involving portfolios, project funding, service providers, and banking communication.
Price: $20 member / $30 non-member
*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.
Macroeconomics Impacts on Townships
June 22, 10:30 – 11:30 a.m.
Track: Fiscal Officer
Moderator: Ohio Treasurer of State’s Office
Description: Townships operate within a broader economic landscape that can significantly influence their fiscal health, policy decisions, and capital funding strategy. This course provides a practical understanding of how national and global economic trends affect township capital planning. Participants will explore key macroeconomic indicators such as inflation, interest rates, employment trends, GDP growth and their impacts.
Price: $20 member / $30 non-member
*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.
Fiduciary Duty and Risk Tolerance in Public Investing
July 17, 10:30 – 11:30 a.m.
Track: Fiscal Officer
Moderator: TBD
Description: Townships are entrusted with the critical responsibility of managing public funds with integrity, transparency, and foresight. This course provides a comprehensive framework for understanding fiduciary duty, developing investment strategies that reflect both legal obligations and the goal of generating returns, and understanding the role of the fiduciary. Participants will learn how to balance risk tolerance with the duty to preserve capital, ensure liquidity, and achieve reasonable returns..
Price: $20 member / $30 non-member
*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.
Save The Date
- August 6, 2026 - OTA Golf Outing
- August 21, 2026 - Fiscal Officer Webinar
- September 18, 2026 - Fiscal Officer Webinar
- October 22, 2026 - Fiscal Officer Webinar
- November 19, 2026 - Fiscal Officer Webinar
- December 17, 2026 - Fiscal Officer Webinar
- February 10-12, 2027 - OTA Winter Conference
Dates are subject to change. Please check this page closer to the event for the most updated information. For any questions, please contact Michael Zaky.