Revised Final Conference Brochure_Web Edition

8/6/2019 Revised Final Conference Brochure_Web Edition

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ertified Public Funds Investment Manager (CPFIM) Accreditation Programertified Public Funds Investment Manager (CPFIM) Accreditation Programertified Public Funds Investment Manager (CPFIM) Accreditation Programertified Public Funds Investment Manager (CPFIM) Accreditation Program

he CPFIM is a nationally recognized accreditation focused one investment of public funds. Participants will learn basic levelills, tools, and fundamental concepts of investment portfolioanagement. The course is designed for participants who havemited knowledge of cash management and public fundsvesting, and those looking to expand their knowledge base on

the fundamentals of investing public funds. Who should atstate and local government treasurers, business maninvestment officers, cash managers, finance officersemployees who serve in similar roles. A continental breaboxed lunch, and afternoon snack will be provided.

reasury Academies: Beginner & Advancedreasury Academies: Beginner & Advancedreasury Academies: Beginner & Advancedreasury Academies: Beginner & Advanced

hese intense, all-day seminars serve as basic training classes forw treasurers or great refresher courses for experiencedasurers. The Academies provide continued educationalportunities and points toward the CPFA certification. The

eginner Academy will include classes such as: Role of theeasurer, Budget Preparation, Basic Investing, and

Understanding the Audit Process. The Advanced Academinclude classes such as: How to Deal With Office IFinancial Forecasting, Advanced Investing, and Identity Thcontinental breakfast, boxed lunch, and afternoon snack w

provided.

ve APT US&C Training Programs are offered on Tuesday

ternoon and registration includes purchase of the manual.

The Guide to Internal Controls - This programfeatures APT US&Cs NEWEST manual, whichcomplements our successful internal controlschecklist. The checklist has been updated andincorporated into a training manual to assistattendees on the importance of proper internalcontrols and how to apply the checklist to theirpublic entities.

Cash Handling Certification - Improve yourentitys cash handling skills by becoming acertified cash handler. Once you complete the

certification process, you can train your staff andimprove your organizations cash handlingoperations. APT US&Cs Cash HandlingSeminars have been presented to over 5,000 cashhandlers throughout the United States.

Debt Policy Certification - Utilizing APTUS&Cs Debt Policy Manual, this programassists you in certifying your organizations debtpolicy by establishing debt financing policies foryour organization considering todays tighterregulations and laws.

Fund Balance Reserve Policy Certification - This isUS&Cs NEWEST certification. In conjunction establishing a debt policy, rating agencies are looking for

balance reserve policies.

Advanced Certified Public Funds Investment Ma

(ACPFIM) Accreditation Program - After completion CPFIM, APT US&C recommends successful completion ACPFIM. The first module of the ACPFIM identifieexplains some of the more complex investment choices avato the public fund investor, including: Treasury InfProtected Securities (TIPS), Mortgage Backed Securities (Mstep-up agencies and agency floating rate securities. The smodule of the ACPFIM illustrates how to analyze your cinvestment portfolio with Excel and other software tools.

your portfolio has been analyzed for current and potential we will discuss repositioning to mitigate risk.

An afternoon snack will be provided during the additraining programs.

APT US&C has many training opportunities and maavailable for additional training through the Public TreInstitute. These training programs are held at variousinstitutes and conference. For more information on additraining held at various state institutes and conferences, pcontact Stacey Crane, Public Treasury Institute, at (301)

6566 or [email protected].


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nvestment Management Tracknvestment Management Tracknvestment Management Tracknvestment Management Track

ese sessions are designed to bring public funds managers the latest developments in the area of investing public ese sessions will be valuable to managers of all experience levels. Topics will range from basic investing for public funds managers tophisticated portfolio management strategies. Sessions on Portfolio Risk and Diversification, Investment Policy Formulationplementation, Yield Curve Analysis and Investment Reporting and Accounting are just a few of the topics to be covered in this track.

Cash Management TrackCash Management TrackCash Management TrackCash Management Track

e Cash Management track is designed to cover the latest cash management practices. Attendees will receive trainingformation on developing internal policies and procedures to manage cash in an efficient and organized manner. Some of the topics to be coclude Cash Flow Forecasting, Efficient Disbursement Management, Latest Developments in Electronic Payment Processing, Procuremnking Services, and How to Effectively Manage Banking Relationships.

nformation Technology Tracknformation Technology Tracknformation Technology Tracknformation Technology Track

formation Technology or IT includes computer hardware and software, operating systems, Web-based information and applica

ephones and other telecommunications products, video equipment and multimedia products, information kiosks, and oducts. The APT US&C conference will provide training, demonstrations, and the latest trends in information technology through a varucational sessions and interaction with exhibitors. Learning to leverage technology to enhance accountability, accuracy and imrformance is critical to managing financial resources. Some of the topics to be covered at this years conference include Data Se

utsourcing Information Technology, Going Green in the Workplace and Cyber Crime.

Debt Management TrackDebt Management TrackDebt Management TrackDebt Management Track

e Debt Management track will address the appropriate uses, types and levels of debt. Attendees will learn about bond structure, principbt finance, and the latest GASB pronouncements.

Todd HustTodd HustTodd HustTodd Hust

Todd Huston knows how to overcome incredible challenges. At age 14, his legs got caught in the proof a boat, radically changing his life forever. He battled to keep his legs with numerous surgeries, budisease eventually forced him to have one leg amputated. In time, Todd became a psychotherapi

clinical director of the Amputee Resource Center in California. He used his professional skill personal experiences to help patients and health-care professionals to achieve more in their livecareers. Then Todd did the unimaginable, to prove that you can survive challenges, he completed a record-setting Summit America expedition by climbing the highest elevations of all 50 states in ondays 22 hours and 47 minutes, shattering the original record by 35days! Todd has been featurthousands of publications throughout the world, including Sports Illustrated, Forbes and Wall Journalas well as the popular book, Chicken Soup for the Soul-A Second Helping. He has appearespecial guest on CBS Year in Sports and Robert Schullers Hour of Power. Several distinguished hhave been awarded to Todd including U.S. Jaycees Ten Outstanding Young Americans, the HenAward for Outstanding Citizen Athlete, the Class Act Award, and the American Red Crosss EveHero Award. Todd is the co-author of the book More Than Mountains: The Todd Huston Story and hinspirational radio and television programs.


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hen Steve Hewitt took the job as City Administrator for Greensburg, Kansas, in 2006, there was nothing extraordinary abown of about 1,400 people. Less than a year later, however, everything that was Greensburg was gone. On May 4, 2007, one

rongest tornadoes on record obliterated almost every house, telephone pole, tree and business in Greensburg, leaving 11 pad and most of its residents homeless. Determined not only to salvage his hometown, but to recreate a model of energy efficd sustainability, Hewitt never considered giving up. Hewitt knew a quick recovery was necessary, but he also understooreful planning was critical. The plan included land use and placement of buildings and infrastructure, as well as initiativtract business opportunities and create new jobs under the decisive goal to rebuild Greensburg as a model green communitylan included more than 80 different projects totaling $100+ million. He is the leading charge for rebuilding sustaimmunities. Hewitt was recently named Governing Magazines 2009 Public Official of the Year; City and County Maga

008 Municipal Leader of the Year, for his efforts to rebuild his community green. Greensburgs new policy garnered the sulocal, state and national organizations and agencies that promote green building. More publicity has come from the Disc

hannel, including Hewitt as star of the Planet Green Discovery Network show Greensburg. Hewitt continues to advocate ga true revitalization tool for all rural communities. Hewitt was recently appointed as City Manager for Clinton, Oklahoma.

Steve HewSteve HewSteve HewSteve Hew2009 Governing Magazine Public Official of the 2009 Governing Magazine Public Official of the Y2009 Governing Magazine Public Official of the 2009 Governing Magazine Public Official of the Y

(Subject to ch

The APT US&C is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of cont professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority

acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the NaRegistry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.nasba.org.

nday, July 24 (8 CPE Credits)

0 am - 4:00 pm CPFIM Program (8 CPE credits)0 am - 5:00 pm Board of Directors Nominating Interviews0 am - 9:30 am Treasury Academy:

Beginner and Advanced (1 CPE credit)5 am - 10:45 am Treasury Academy:

Beginner and Advanced (1 CPE credit)45 am - 11:45 am Treasury Academy:

Beginner and Advanced (1 CPE credit)45 am - 1:00 pm Lunch (Training includes a boxed lunch)0 pm - 2:00 pm Treasury Academy:

Beginner and Advanced (1 CPE credit)0 pm - 5:00 pm Committee Meetings0 pm - 6:00 pm New Members Welcome Reception0 pm - 8:00 pm Opening Reception

onday, July 25 (4.5 CPE Credits)

0 am - 8:00 am Continental Breakfast0 am - 8:00 am Board of Directors & Committee Chair

Breakfast0 am - 9:00 am Opening Session

0 am - 10:00 am Keynote Speaker, Todd Huston00 am - 10:30 am Break with Exhibitors30 am - 11:20 am Concurrent Sessions (1 CPE credit)30 am - 1:00 pm Treasurer-to-Treasurer Workshops

(1.5 CPE credits)0 pm - 3:00 pm Awards Luncheon0 pm - 4:00 pm CPFIM Program Testing0 pm - 3:50 pm Concurrent Sessions (1 CPE credit)0 pm - 4:30 pm Break with Exhibitors0 pm - 5:20 pm Concurrent Sessions (1 CPE credit)0 pm - 8:00 pm Monday Evening Event

Tuesday, July 26 (8 CPE Credits)

6:30 am - 7:30 am Fun Run/Walk8:00 am - 9:45 am Partnership Recognition Breakfast featu

General Session Speaker, Steve Hewitt( 1 CPE credit)

9:45 am - 11:00 am Disaster Preparedness Seminar(1.5 CPE credits)

11:00 am - 11:30 am Break with Exhibitors

11:30 am - 1:00 pm Survivor Speaker Panel (1.5 credits)1:15 pm - 5:15 pm Additional Training Programs

(Cash Handling, Internal Controls, Deb

Policy, Fund Balance Reserve, and

Advanced CPFIM) (4 CPE cred6:00 pm - 8:00 pm Tuesday Evening Event

Wednesday, July 27 (7 CPE Credits)

7:00 am - 8:00 am Full Buffet Breakfast7:00 am - 9:00 am Advanced CPFIM Program Testing8:00 am - 9:50 am Concurrent Sessions (2 CPE cred10:00 am - 10:30 am Annual Business Meeting10:30 am - 11:00 am Morning Break

11:00 am - 11:50 am Concurrent Sessions (1 CPE cred12:00 pm - 1:00 pm Past Presidents Luncheon1:00 pm - 4:50 pm Concurrent Sessions (4 CPE cred3:00 pm - 4:30 pm Board of Directors Meeting6:00 pm - 7:00 pm Presidents Reception7:00 pm - 11:00 pm Installation Banquet

Total 27.5 CPE credits and up to 13.20 CPFA points


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unday, July 24, 5:00 pmunday, July 24, 5:00 pmunday, July 24, 5:00 pmunday, July 24, 5:00 pm ---- 6:00 pm6:00 pm6:00 pm6:00 pm

New Members Welcome ReceptionNew Members Welcome ReceptionNew Members Welcome ReceptionNew Members Welcome Reception ---- Cox Convention CeCox Convention CeCox Convention CeCox Convention Ce

We invite all new APT US&C members and/or first time A

Conference attendees to join the Board of Directors, Committe

Sub-Committee Chairs, and Headquarters staff for a casual recept

the Cox Convention Center. Take advantage of this time to meet f

attendees, network and build relationships over appetizers in this rel

setting. Whet your appetite before strolling through the convention

to the Opening Reception.

Sponsored by:

An Evening in the SkyAn Evening in the SkyAn Evening in the SkyAn Evening in the Sky ---- Petroleum ClubPetroleum ClubPetroleum ClubPetroleum Club

The Petroleum Club of Oklahoma City, one of the finest private

clubs in the Southwest, will be open to conference attendees for the

APT US&C Opening Reception. Renew old friendships and

network with fellow attendees while enjoying dazzling views of the

Oklahoma City skyline. Located at the top of the Chase Tower, the

high ceilings, rich woodwork, fireplace and panoramic view of

Oklahoma City offer attendees a most enjoyable evening.

Sponsored by:

Monday, July 25, 6:00 pmMonday, July 25, 6:00 pmMonday, July 25, 6:00 pmMonday, July 25, 6:00 pm ---- 8:00 pm8:00 pm8:00 pm8:00 pm

An Evening of Oklahoma WondersAn Evening of Oklahoma WondersAn Evening of Oklahoma WondersAn Evening of Oklahoma Wonders ---- Cox Convention CenterCox Convention CenterCox Convention CenterCox Convention Center

Are you looking for a way to spend your Monday evening? Join other

attendees at this special event at the Cox Convention Center to celebrate

the wonders of Oklahoma City. Located in the heart of the state,

Oklahoma Citys western charm and lively atmosphere create the perfect

backdrop for the Annual Conference. See for yourself why this hip city

steeped in heritage and charm suits everybodys taste for fun! Members

of the Oklahoma City Convention and Visitors Bureau will be on hand to

assist you with area attractions and events.

Sponsored by:

Sunday, July 24, 6:00 pmSunday, July 24, 6:00 pmSunday, July 24, 6:00 pmSunday, July 24, 6:00 pm ---- 8:00 8:00 8:00 8:00


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Monday, July 25, 8:00 pmMonday, July 25, 8:00 pmMonday, July 25, 8:00 pmMonday, July 25, 8:00 pm

MultiMultiMultiMulti----Bank Securities, Inc. Hospitality SuiteBank Securities, Inc. Hospitality SuiteBank Securities, Inc. Hospitality SuiteBank Securities, Inc. Hospitality Suite ---- Lee SuitLee SuitLee SuitLee Suit

Immediately following An Evening of Oklahoma Wonders, st

and catch up with your colleagues at the APT US&C hospitality hosted by Multi-Bank Securities. This is the perfect place for

conversation among old friends or new acquaintances

refreshments and snacks. Skip Facebook and get your status upd

face-to-face.

Sponsored by:

Tuesday, July 26, 6:00 pmTuesday, July 26, 6:00 pmTuesday, July 26, 6:00 pmTuesday, July 26, 6:00 pm ---- 8:00 8:00 8:00 8:00

n Evening in Memoryn Evening in Memoryn Evening in Memoryn Evening in Memory ---- Oklahoma City National Memorial & MuseumOklahoma City National Memorial & MuseumOklahoma City National Memorial & MuseumOklahoma City National Memorial & Museum

he Oklahoma City National Memorial & Museum is a tribute to those who were killed,

ose who survived and those who were changed forever by the April 19, 1995 bombing

the Alfred P. Murrah Federal Building. The 30,000-square-foot Memorial Museum

ows attendees to experience that day and those that followed through the voices,

mages and artifacts of survivors, family members and rescue workers. After your tour

rough the Memorial and Museum, stop by the Center for Education and Outreach to

joy a reception featuring heavy hors doeuvres and music.

e Memorial Museum takes visitors on a chronological, self-guided tour through the

ory of April 19, 1995, and the days, weeks, months and years that followed the bombing

Oklahoma City's Alfred P. Murrah Federal Building. This is the story of one of the

gest terrorist attacks on American soil. The story is told in chapters, and takes visitors

rough this historical event beginning early morning April 19, 1995, and ending with a

essage of hope for today.

e Outdoor Symbolic Memorial is a place of quiet reflection. It encompasses the now-sacred soil where the Murrah Buildi

ce stood, as well as the surrounding area devastated during the attack. The symbolism of the site can be seen in the Gates me, Field of Empty Chairs, Survivor Tree, Reflecting Pool and much more.

e encourage the APT US&C attendees to help educate the impact of violence through volunteer opportunities and donatio

e Oklahoma City National Memorial and Museum is a private nonprofit organization, and does not receive any annu

erating funds from the federal, state or local government. The organization is the sole caretaker of this historic and education

e. Make your donations to the Memorial and volunteer your time at this historic site. For more information visit the Oklaho

ty National Memorial & Museum Web site at www.oklahomacitynationalmemorial.org.

onsored by:


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uesday, July 26, 8:00 pmuesday, July 26, 8:00 pmuesday, July 26, 8:00 pmuesday, July 26, 8:00 pm

esidents Reception & Installation Banquetesidents Reception & Installation Banquetesidents Reception & Installation Banquetesidents Reception & Installation Banquet

elebrate the end of the 2011 Annual Conference during the

esidents Reception and Installation Banquet where the 2012 officers

ll be sworn in and the President will give his presidential address.

in other APT US&C members as you share a fine dinner, enjoy

usic and reflect on the conference with colleagues old and new during

s celebratory event.

onsored by:

Wednesday, July 27, 7:00 pmWednesday, July 27, 7:00 pmWednesday, July 27, 7:00 pmWednesday, July 27, 7:00 pm ---- 11:00 11:00 11:00 11:00

MorganStanley SmithBarney Hospitality SuiteMorganStanley SmithBarney Hospitality SuiteMorganStanley SmithBarney Hospitality SuiteMorganStanley SmithBarney Hospitality Suite ---- Threadgill Threadgill Threadgill Threadgill

Immediately following An Evening in Memory, join other attendee

keep the momentum going with this after-hours style special event.

miss a great opportunity to network with colleagues and an APT U

partner.

Sponsored by:

uesday, July 26, 6:30 amuesday, July 26, 6:30 amuesday, July 26, 6:30 amuesday, July 26, 6:30 am ---- 7:30 am7:30 am7:30 am7:30 am

Fun Run/WalkFun Run/WalkFun Run/WalkFun Run/Walk

This is for everyone...not just the health nuts! Enjoy a relaxing mornin

stroll along the Bricktown Canal. During your walk, we guarantee tha

youll fall in love with Oklahoma Citys western charm. Refreshment

will be provided.


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uesday, July 26, 1:00 pmuesday, July 26, 1:00 pmuesday, July 26, 1:00 pmuesday, July 26, 1:00 pm

olf Tournamentolf Tournamentolf Tournamentolf Tournament ---- Lincoln Park Golf CourseLincoln Park Golf CourseLincoln Park Golf CourseLincoln Park Golf Course

njoy an afternoon of world class golf at Lincoln Parkolf Course in the heartland of Oklahoma City. If you are

golfer, do not miss the opportunity to showcase your

ills at one of the citys finest golf courses.

onsored by:

uesday, July 26, 1:30 pmuesday, July 26, 1:30 pmuesday, July 26, 1:30 pmuesday, July 26, 1:30 pm ---- 5:30 pm5:30 pm5:30 pm5:30 pm

Get Your Kicks on Route 66Get Your Kicks on Route 66Get Your Kicks on Route 66Get Your Kicks on Route 66Rev it up as you hit The Mother Road. Your kicks begin at StableR

Winery. Enjoy and sample international award-winning Oklahoma wine

the vineyards, and hear the interesting story of this Route 66 vineyard.

step your way to the Arcadia Round Barn. One of our nations u

landmarks, the barn was built in 1898 and originally served as a hom

livestock and also as a place where dances were held for the

townspeople. Finally, meet POPSthe newest, coolest landmark

Historic Route 66! The store has a record-breaking selection of more tha

ice-cold sodas and beverages. Cost: $65.00 per person.

uesday, July 26, 2:00 pmuesday, July 26, 2:00 pmuesday, July 26, 2:00 pmuesday, July 26, 2:00 pm ---- 5:00 pm5:00 pm5:00 pm5:00 pm

Adventure LandAdventure LandAdventure LandAdventure Land

Explore the Oklahoma Adventure District and all its marvels. Stop off at

the Oklahoma City Zoo where you will find 2,200 animals, winding

paths, and beautiful landscaping over 110 acres. Or, enrich your day by

finding the wonder and relevance of science at the Science Museum of

Oklahoma. Cost: $72.00 per person.


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Experience the Renaissance of Oklahoma City, a Marriott Brand hotel located iheart of downtown, conveniently connected by a glass-enclosed sky bridge toConvention Center and just steps from popular destinations. The Cox ConveCenters meeting room complex features a 25,000 square foot ballroom and more thmeeting rooms perfect for events large or small. Walk or take our complimentary liBricktown Entertainment District, ATT Bricktown Ballpark, OKC National MemFord Center and more. With 4-diamond status, newly renovated guest rooms and pspace, this downtown hotel is your choice for style, class and a provocative ambianc

Reservation deadline is June 30, 2011. Room reservations received after this date waccepted on a space available basis and may be subject to hotel rack rates.

r reservations call (800) 468-3571 and mention the APT US&C to receive the group rates.

andard (1 person) - $154.00

ouble (2 person) - $154.00

eeping room rates do not include a 13.875% state and local tax, tax rates are subject to change.ildren under the age of 18 will not be charged as an adult. Please inform reservations if

oking includes children.

rking is available in the enclosed multi-level parking garage adjacent to the Coxonvention Center. Self-parking is $7/day; valet is $17/day charged to the room.

eservations require a one (1) night deposit (including tax) with a major credit card.eposits are refundable if notice of cancellation is received by the Hotel Reservationepartment at least 48 hours prior to the expected arrival date. Guest check-in is 3:00m. and check-out is noon.

Renaissance Oklahoma City Convention Center Hotel10 North Broadway Avenue

Oklahoma City, Oklahoma 73102 USA

ith three major interstate highways and 27 nonstop flights, as well as Amtrak, Transit and Trolley service, getting to and ar

klahoma City is a snap.

he Will Rogers World Airport (WRWA) is located seven miles from downtown Oklahoma City. The WRWA includes 11 artners offering approximately 150 flights daily with non-stop service to Atlanta, Baltimore, Chicago, Dallas, Denver, D

ouston, Kansas City, Las Vegas, Los Angeles, Memphis, Minneapolis, New York, Phoenix, Salt Lake City, St. Louisashington D.C. Easy connections can take you anywhere in the continental U.S. in just a few hours.

xis are located in the Transportation Plaza accessed from the baggage claim (lower) level. Average fare from the airpowntown is $15.

blic vans are onsite to meet all scheduled flights and transport incoming passengers to their desired destination. Visit Axpress, Inc. online or call (405) 681-3311 for more information.


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Annual Conference Partnersnnual Conference PartnersAnnual Conference Partnersnnual Conference Partners

Documents

Revised Final Conference Brochure_Web Edition