26 October 2023 / Sara M. Costanzo

OAPT Fall Conference Takeaways: Fall Into 2024 With Clarity

Shareholder Sara Costanzo recently spoke and exhibited at the Ohio Association of Public Treasurers (OAPT) Fall Conference. Sara's educational session was called Theft in Public Office: New Cases and covered the differences between theft and the various types of embezzlement.

Now, Sara’s sharing her top three takeaways from this event!

Self–care - How to have a healthy relationship with yourself

The relationship with oneself influences all other ones we have. Consider how you view, understand, and respond to yourself and your needs. Check in with yourself and validate all your feelings when it comes to your personal and professional roles. Remember: it’s okay to say “no."

When it comes to your self-care, take time for the things you enjoy, set boundaries, consider journaling, and try to think of positive affirmations about yourself daily. Even say the affirmations out loud in the mirror! 

Fraud - Why it occurs, how to avoid it, and what can be done when it occurs

Fraudsters justify the behavior and rationalize the illegal acts over time. Being aware of red flags and implementing barriers through updating standard operating procedures and shared duties helps protect from insider theft. Eliminating cash transactions also greatly reduces instances of embezzlement, and sharing duties with checks and balances can help catch a thief.  

Capital markets - Where we’ve been, where we are now, and where we may be heading

The 14th century necessitated the need for banks, as a high demand for the conversion of coins and money exchanges arose. At the beginning of banking, financial markets were built on a debt basis, focusing on lending/borrowing, and then trading out those loans. Capital markets have two main types of securities: equity and debt. 

With healthy capital markets, business owners can obtain the needed financial capital to build successful companies. They can also expand existing businesses to create new jobs and strengthen the economy.
If you have any questions on these topics or want to learn more about our consumer and/or commercial collections solutions, contact Sara at any time.

This blog is not a solicitation for business, and it is not intended to constitute legal advice on specific matters, create an attorney-client relationship or be legally binding in any way.

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