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June 2018 - State of Ohio and the Marijuana Industry

Justin Breidenbach, CPA, CFE gave a very engaging presentation on the State of Ohio and the Marijuana Industry. The event was held at the beautiful Worthington Hills County Club with over 40 treasury professionals in attendance. Justin took a very complex subject and presented it concisely while providing real life antidotes of the challenges of an industry legal at the state level and not the federal level. We learned terminology of the industry, dispensary vs retail outlet, along with the tax, banking and insurance implications. The barriers to enter the industry are large including a sizeable escrow payment to start the business and an unusual tax treatment.
Our next lunch event is the Treasury Best Practice Panel on Weds, August 15th. Hope to see you there.


See Summaries of Past Events Here...

 

COAFP Awarded for 11th Year Running!

at the Annual Regional Officer’s Meeting in Washington D.C., July 2018

Cindy Clark and Jenny Morrison represented COAFP at the national Association for Financial Professionals (AFP) 2018 Regional Officer’s Meeting (ROM) in Washington D.C. It is a meeting where AFP Regional Associations gather, share ideas, discuss strategy and network, all with the goal of creating better regional associations for their Members.

For the 11th consecutive year, COAFP won an award at the annual ROM Idea Fair. This year, COAFP won in the “Best Marketing Idea” category. Under the leadership of President Linda Opundo and Buckeye Financial Forum Co-Chairs Cindy Clark and Clay Lanctot, COAFP asked Buckeye Financial Forum speakers to advertise COAFP on both their websites and social media feeds before and after the Buckeye Financial Forum, for an agreed upon time period. Benefits included exposure to a different audience driving new visitor traffic to our website, building enthusiasm for the event with existing members, and different feeds mentioning COAFP move the organization up in search engine rankings. The result: Our 2018 Buckeye Financial Forum had its highest-ever attendance!

Join your fellow COAFP Members to continue the work that is done on YOUR behalf and be proud that COAFP has the designation of “an AWARDS winning Association.” Join us today!  Already a Member?  Then Click Here to Volunteer!


See a different side of COAFP - Volunteer Today!

COAFP is always looking for volunteers and board members to help grow the association and participate in event planning and execution. As a COAFP volunteer you will get to see behind the scenes of what makes COAFP so successful. If you are interested in volunteering or would like more information, Click Here.

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Upcoming CTP Course

Get the training you need to become a Certified Treasury Professional® (CTP) with our offered CTP Course!

Our next CTP Course will begin in the Fall of 2018. 
Click Here for information and to Sign Up!

COURSE DETAILS:

  • 12 weeks, every Wednesday, 3 hours per evening, beginning February 2018 (dates soon!)
  • Location: The Fawcett Event Center at The Ohio State University

Students can purchase the course alone or the course plus materials.  Students can also purchase materials only from COAFP (self-study) at COAFP cost. 

COAFP MEMBERS... Take advantage of your member discount and order your CTP exam-prep materials now!  Click Here to purchase Course Materials.



Contact the Education Chair today for questions about purchasing. 

        

 

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8/29/2018 » 11/14/2018
CTP Course Fall 2018

11/4/2018 » 11/7/2018
AFP Annual Conference







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