Continuing Professional Education ·. WPTA Sign-In Sheet · Continuing Professional Education...

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education \ c!J Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Ask Your Fiscal Agent

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours I 1.00

lnstructor(s) Carolyn Morrison, US Bank

Print Name Entity Signature and Time - ~ ~ I

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• •• ·.WPTA

Continuing Professional Education Sign-In Sheet

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Ask Your Fiscal Agent

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours 1.00

lnstructor(s) Carolyn Morrison, US Bank

Print Name Ent ity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Ask Your Fiscal Agent

Date April 14, 2017 Time I s:30-9:30pm CPE Hours I 1.00

lnstructor(s) Carolyn Morrison, US Bank

Print Name Entity Signature and Time . 1 ..Jo.,e_ ~.f{.e~ e, 1-"7 o F ~ f W, '-f ~tYJ P-''3o 2 -1, yp\(1 W\ , ~\M:, ~ )')TI)Sr\ P. l \") f ~~ ~3o

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Investment Panel

Date April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

lnstructor(s) Doug Extine, Office of the State Treasurer

Print Name Entity Signature and Time

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·.WPTA Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Investment Panel

Date April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

lnstructor(s) Doug Extine, Office of the State Treasurer

Print Name Entity Signature and Time

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••• ·.WPTA

Continuing Professional Education/~ Sign-In Sheet L_!_}

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Debt Policy Certification

Date April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

lnstructor(s) Svein Braseth, Office of the State Treasurer

Print Name Entity Signature and Time /

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Debt Policy Certification

Date April 14, 2017 Time I s:30-9:30am CPE Hours I 1.00

lnstructor(s) Svein Braseth, Office of the State Treasurer

Print Name Entity Signature and Time - . 3\\\ s,\- °'---,\o .___ C \}(..f c...\-\- \~ () v-~ I V\) ~\ ~ 2117 l-1- _ 'l:Ju 1 c\1 ""-'h- er ·~ - -

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Small Entities Roundtable

April 14, 2017 Time 9:45-10:4Sam CPE Hours 1.00

Toni Nelson, MRSC

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

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lnstructor(s)

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Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

The Ever Changing Landscape of Electronic Bill Payment

April 13, 2017 Time 1:00-2:00pm CPE Hours 1.00

David Ptasznik, Sr., KeyBank

Entity

••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

The Ever Changing Landscape of Electronic Bill Payment

April 13, 2017 Time 1:00-2:00pm CPE Hours 1.00

David Ptasznik, Sr., KeyBank

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

The Ever Changing Landscape of Electronic Bill Payment

April 14, 2017 Time 9:45-10:45am CPE Hours 1.00

David Ptasznik, Sr., KeyBank

Print Name Entity Signature and Time

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• •• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title SAO Roundtable Federal Procurement Update

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours I 1.00

lnstructor(s) Felicia Den Adel, Office of the Washington State Auditor

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title SAO Roundtable Federal Procurement Update

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours I 1.00

lnstructor(s) Felicia Den Adel, Office of the Washington State Auditor

Print Name Entity Signature and Time -

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

SAO Roundtable Federal Procurement Update

April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

Felicia Den Adel, Office of the Washington State Auditor

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor{s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

SAO Roundtable Federal Procurement Update

April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

Felicia Den Adel, Office of the Washington State Auditor

Print Name Entity Signature and Time - - • I\.

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Making ~orporate Bonds Great Ag~~n. ,..., ,.,., ,/ q ~ '30

Aprii.W,-2017 Time Iv.~-

3-:·'3-C-4 :3~ CPE Hours I 1.00

~ B~m1ett, EE~, 'U\l~I~ Fargb ~,._;1 I V&..."'n.e j ~~r\

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Educati~('.) Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Borrowing from a Bank 101

Date April 13, 2017 Time I 1:00-2:00pm CPE Hours I 1.00

lnstructor(s) Pete Sullivan, Washington Federal

Print Name Entity Signature and Time

1 i<cire n fh 0 /YlU. 1:.. /,uh_a. +to M.. l O Uf\. Lui ~ ( ~~~"'' 'nv 1 ~c:>O

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••• ·.WPTA

Continuing Professional Education

Sign-In Sheet Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Borrowing from a Bank 101

Date April 13, 2017 Time I 1:00-2:00pm CPE Hours I 1.00

lnstructor(s) Pete Sullivan, Washington Federal

Print Name Entity Signature and Time

1 S-011-Ja~ ~/lc6 ~'__,._a . . -2 LL:J2.R'i 'J ~vi;. H r J tiet. Cou /ST'\-! \JFj'r-____ 3 Ton'n\ n Oue~i\ C,\Q\M- 9oQ ,~L)f-A-~.~~, ~ Q~ ~ .RE .

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Borrowing from a Bank 101

Date April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

lnstructor(s) Pete Sullivan, Washington Federal

Print Name Entity Signature ~nd Time - -1 i-01)~ '~&A J ,wr) ~-~(¥/:J7 2 J};Jj (1,JI) ~PA'rL CiiA tJf-- ~lkVI Y\ I i<.vllJ ~ UJlJ A ;/A Rtt.ur:r-3 Srn-~p{Jv\~s e-7-r ~ ,J EJ w:l J J < A J _, ~ u 4 I " (7 :it vi '4i< tJS+ c' rll.iv C. • (,.,,, ,,~ ~_:/l 5 ~{L'{(.)'(\\ (

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Borrowing from a Bank 101

April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

Pete Sullivan, Washington Federal

Print Name Entity Signature and Time

1 ~\\ ~c'--A.a~ s V (_ t (.-\ \ \t,.As\ 1.,-." A~\ l.on. ~\/ u/1 f~ L _ f.Y.s-/o. - -

2 Le~ \V\tt f (.,~ ( .Sfo ~kr- f -e r f...e - ·-3

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Cybersecurity

April 13, 2017 Time 3:30-4:30pm CPE Hours 1.00

Ron Jimerson, City of Tacoma

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public

Continuing Professional Education Sign-In Sheet

Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Cybersecurity

Date April 14, 2017 Time 8:30-9:30am CPE Hours 1.00

lnstructor(s) Ron Jimerson, City of Tacoma

7 I

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Cybersecurity

April 14, 2017 Time I s:30-9:30am CPE Hours I 1.00

Ron Jimerson, City of Tacoma

Print Name Entity Signature and Time

1 hh-e.rf<:a. }·\ 'n11eo C'1'f' l 01 Cou11-lu1 ,, 1 Jh o II om {!VJ1M.Rj) k:30 ._ 1uJrn , A~ 1 n ortiV\ l\t -ru of Stu htr'

~ r-wu tUtl x-t _ r1~ 2 / - - v ~ u

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••• ·.WPTA

Washington Public Treasurers Association

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Date

lnstructor(s)

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Utility Liens

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

April 13, 2017 Time 2:15-3:lSpm CPE Hours 1.00

Lee Martizio, Foster Pepper PLLC and Brad Nelson, Silver Lake Water & Sewer District

Entity

••• ·.WPTA

Continuing Professional Education ~ ---) Sign-In Sheet ~ -

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Utility Liens

Date April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

lnstructor(s) Lee Martizio, Foster Pepper PLLC and Brad Nelson, Silver Lake Water & Sewer District

Print Name Entity ~ignHure and Time ;

1 /\ ) ,', Y.-nl R ~JO(~ (rec¥{ o( /J&h JYtrl~ ~ ·d:({J 2 .- - IDvi; UJ,-"'~ fvl~~ ~ /~-M "') I~

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

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Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Post Issuance Compliance Training: Tax Rules and EMMA

April 13, 2017 Time 2:15-3:lSpm CPE Hours 1.00

Sarah Kuipers and Stacie Amasaki, Foster Pepper PLLC

Entity

••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Securities Law Update - Panel

April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

Stacey Lewis, Pacifica Law Group

Print Name Entity Signature and Time

1 l\p 11\ :'- <..o , Pp A ,rr' CJ r A\( A A ri( Lt }p h Ii tr-Ah bt111, /> n £/)/. ~: <; ) 2 /) b ' /2 ,/)/,

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

SAO Roundtable BARS and Local Government Performance Center

April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

Sherrie Ard and Niles Kostick, Office of the Washington State Auditor

Print Name Entity Signature and Time ,...

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title SAO Roundtable BARS and Local Government Performance Center

Date April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

lnstructor(s) Sherrie Ard and Niles Kostick, Office of the Washington State Auditor

Print Name Entity Signature and Time

1 orenM htlvet. n ·-1 t:i't-h11t , Cc~ fJvttKL> ~~(1,1(,M 2. :{l] 2 ~~cm ~\o ~ ~-h I & ~\UfSb~fJ) ' ~~~ 3 ~01'\o.. ~f\ bh~~ t\~ ~ El\~~~~u~ ~~

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••• ·.WPTA

Continuing Professional Education I J 7i Sign-In Sheet ~

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title SAO Roundtable BARS and Local Government Performance Center

Date April 14, 2017 Time I s:30-9:30am CPE Hours I 1.00

lnstructor(s) Sherrie Ard and Niles Kostick, Office of the Washington State Auditor

Print Name Entity / ~ign~t,ure and Time

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• •• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title SAO Roundtable BARS and Local Government Performance Center

Date April 14, 2017 Time I s:30-9:30am CPE Hours I 1.00

lnstructor(s) Sherrie Ard and Niles Kostick, Office of the Washington State Auditor

Print Name Entity Signature and Time

1 MIA\-\: Cow--Av-~ (~~ J (~.!2vie-J ~---cY-·3o 2 1r~J1Cl 13/iti)){ c~h ~ {J~ r'culsbu -~ iiht~ 8l&lLYl ~:~ 3 r~nlve., WrJLv C,~1« i<1JI\Yl0 (J4 1r.1 ') J hJJ/1 lo, 8. ::>l/

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, Apri l 12-14, 2017

Bond Proceeds Management

April 13, 2017 Time 1:00-2:00pm CPE Hours 1.00

Luke Schneider, PFM

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Bond Proceeds Management

April 13, 2017 Time I 1:00-2:00pm CPE Hours I 1.00

Luke Schneider, PFM

Print Name Entity r'\ Signatu~nd Time

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Bond Proceeds Management

Date April 14, 2017 Time I 9:45-10:45am CPE Hours I 1.00

lnstructor(s) Luke Schneider, PFM

Print Name Entity Signature and Time

1 ~J'e~ ',1\~ Mu(. WV\.((_ +t-s rvi Co u fl~ IJ!~"tt~ q .LfS"-2 Ii ¥,P. ~I} P, f"\~ec1 0.JuJ Ja /lfOUtikf-J r- j JJ; 0 / /J h j}~ MA I.' 9 3 Ni ~\.t rr'\\,®QQ - 11 ·\l;l'(~V\ c~vtt¾.1 l YI l Q~~1Y11AOC2N~1

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Oh No! I have to give a presentation

Date April 13, 2017 Time I 1:00-2:00pm CPE Hours I 1.00

lnstructor(s) Darren Lacroix, CSP, World Champion Speaker

Print Name Entity Signature and Time . 1 (),\o PJO())y& __ u Ju JJ tbuJ<o}~ ~~ -

th L>Jrc O }\-;t· ~,ti I , ) ~\ Mhe;;dA'" -...., 1)u 2 ~- ~ir -I '

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Oh No! I have to give a presentation

April 13, 2017 Time 1:00-2:00pm CPE Hours 1.00

Darren Lacroix, CSP, World Champion Speaker

Print Name Entity Signature and Time

3

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Better Budgeting

April 13, 2017 Time 3:30-4:30pm CPE Hours 1.00

Mike Baily, City of Redmond

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Better Budgeting

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours I 1.00

lnstructor(s) Mike Baily, City of Redmond

Print Name Entity Signature !nd ~;

1 (v /) 1,1 IA le_ ---r-4/Jk,1,lf ~ r,~ l-,v ,;-,+ /)tM..Lr' ,v L rL~ ~~-...__ -

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

~21-{ Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Better Budgeting

April 14, 2017 Time 8:30-9:30am CPE Hours 1.00

Mike Baily, City of Redmond

Print Name

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Educati

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2

E-Governance; Implementing a Paperless Governance Solution

April 13, 2017 Time I 2:15-3:lSpm CPE Hours I 1.00

Sandi Mcmillan, Birch Bay Water & Sewer District

Print Name Ent ity ~ Signature and Time

1 6v000 ?,\o Ll~ t)} ~~{if.- ) ~~ 2-:15 2 Jl\_s R a V\. " k G,+v '1 ic ~ ~~ 5 A~ ti- J,, 2. : '~

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••• ·.WPTA

Continuing Professional Education Sign-In Sheet

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title E-Governance; Implementing a Paperless Governance Solution

Date April 13, 2017 Time I 2:15-3 :lSpm CPE Hours I 1.00

lnstructor(s) Sandi Mcmillan, Birch Bay Water & Sewer District

Print Name Entity Signature and Time

1 ~~ ~,JA,-,A o~ ~ I-\" r.!,-r ~ I)_ ~ / J'Vk. n - ~-3

2 l\iwi~ {l .l l°'hv\ LJ-v\ cl- CJ D ~l\AfY\ ~ ~ -v t\b ui .11.dA .PA 1 , f',J 1 n Vtn ~irt\u,1 _)

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••• ·.WPTA

Continuing Professional Education Sign-In Sheet

Washington Public Treasurers Association Location: WPTA 34th Annual Conference, April 12-14, 2017

Class Title Going Paperless with Accounts Payable

Date April 13, 2017 Time I 3:30-4:30pm CPE Hours ·11.00

lnstructor(s) Philip Steffen, City of Anacortes

Print Name Entity Signature and Time I

1 fttn d1t f-¥t(LIA-h \( rl11iA ~ ( ~(M'\tv '-Px/1NdJ_t1(1f.fJt6_ \..3', 2 lrK~l L)(~Ye F' £L~t I.< r,tVJtfAn ~tr+e; ~1-1VJ/\ 2-.~o I

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••• ·.WPTA

Washington Public Treasurers Association

Class Title

Date

lnstructor(s)

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

Going Paperless with Accounts Payable

April 13, 2017 Time 3:30-4:30pm CPE Hours 1.00

Philip Steffen, City of Anacortes

Print Name Entity Signature and Time

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••• ·.WPTA

Washington Public Treasurers Association

Class Title I --· -.

Continuing Professional Education

Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

-·#''ftl/4~ 4;.-~ ~~ &/(_f% #Gr/', ~a/

April J.;~017 ,

i(.~-.?~:':t~.JO I 1.00 Date Time .ac;:Jv-=, . ..,~~ CPE Hours

lnstructor(s) 9:o!lg E~tioe , Qffice of tbe State Iceasurec Sk,J-ev\ ~ p _f\"fi E:! * Print Name Enti~y Signa~ ~nd.J1€J

1 =.>/fl4 (l#f)fl//C'/4.... 1-::rax#~ -~ ifi/.ti5 JAL~ 2 ~ ~_J_ La.re lr-"- {::..;,~ Co~~~'-"'.'\ 4'~

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••• ·.WPTA

Washington Public Treasurers Association

... "[\

Continuing Professional Education Sign-In Sheet

Location: WPTA 34th Annual Conference, April 12-14, 2017

\M ~ -J_ I

Class Title - · _, ... - · y- ..... - CD.,-o Bonri S 3 .31)-Y: 3o April~ 2017 ' l~-9~~0al"fl I 1.00 Date Time CPE Hours

lnstructor(s) ))etlg ExtiAe, Office of the State I~eaSttrer ~f tpf)~~(C~ --~ • Print Name Entity Signature and Time

1 ~r·, -~at"'Y\o \-, OST ~<~~ 2 J}.11 I I..- pl',---/.,r,.. I JStrP'tOI~ f>tA 0 rlJl 4 ) f:t:.LR -

..., r , -3 ~~e-h ~ tJ t,-.C-k <, ~ ~ K. '/t~ tev\ lo oA;rLf-{ t ~ y~,-5:tS~ 4 ib. rt v1 /V\-0 M.Ct ~ l~Whovi a fVl Lo J ~ -?-{µLw_ 1uu~ .) "2.

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