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2011 APT US&C Conference Brochure
2011 APT US&C Conference Brochure
2011 APT US&C Conference Brochure
The CPFIM is a nationally recognized accreditation focused on the investment of public funds. Participants will learn basic level skills, tools, and fundamental concepts of investment portfolio management. The course is designed for participants who have limited knowledge of cash management and public funds investing, and those looking to expand their knowledge base on the fundamentals of investing public funds. Who should attend: state and local government treasurers, business managers, investment officers, cash managers, finance officers, and employees who serve in similar roles. A continental breakfast, boxed lunch, and afternoon snack will be provided.
Five APT US&C Training Programs are offered on Tuesday afternoon and registration includes purchase of the manual. Cash Handling Certification - Improve your entitys cash handling skills by becoming a certified cash handler. Once you complete the certification process, you can train your staff and improve your organizations cash handling operations. APT US&Cs Cash Handling Seminars have been presented to over 5,000 cash handlers throughout the United States. Debt Policy Certification - Utilizing APT US&Cs Debt Policy Manual, this program assists you in certifying your organizations debt policy by establishing debt financing policies for your organization considering todays tighter regulations and laws. Fund Balance Reserve Policy Certification - This is APT US&Cs NEWEST certification. In conjunction with establishing a debt policy, rating agencies are looking for fund balance reserve policies. Advanced Certified Public Funds Investment Manager (ACPFIM) Accreditation Program - After completion of the CPFIM, APT US&C recommends successful completion of the ACPFIM. This program will be 3-4 hours long and has two major themes; Analysis and Strategy. In the first module of the
training we will discuss how to analyze the fixed income and bond markets and to quantify the risks of your portfolio. We will have an emphasis on measuring todays biggest risk, interest rate risk, and understanding duration and convexity. The second part of the ACPFIM is building the right strategy for todays market. In this module we will discuss putting together a game plan for taking advantage of opportunities and avoiding the some of the pitfalls in every market. The goal is to help you develop a written strategy and become a disciplined investor. There is a big and important difference between just purchasing investments and managing your investment portfolio. This program will explain the difference and assist you in becoming an effective portfolio manager. Following the program there will be a 35 Question Exam. The only prerequisite for the course is to be a Certified Public Fund Investment Manager (CPFIM). An afternoon snack will be provided during the additional training programs. APT US&C has many training opportunities and manuals available for additional training through the Public Treasury Institute. These training programs are held at various state institutes and conference. For more information on additional training held at various state institutes and conferences, please contact Stacey Crane, Public Treasury Institute, at (301) 2296566 or stacey@publictreasuryinstitute.com.
Todd Huston
Todd Huston knows how to overcome incredible challenges. At age 14, his legs got caught in the propeller of a boat, radically changing his life forever. He battled to keep his legs with numerous surgeries, but bone disease eventually forced him to have one leg amputated. In time, Todd became a psychotherapist and clinical director of the Amputee Resource Center in California. He used his professional skills and personal experiences to help patients and health-care professionals to achieve more in their lives and careers. Then Todd did the unimaginable, to prove that you can survive challenges, he completed a world record-setting Summit America expedition by climbing the highest elevations of all 50 states in only 66 days 22 hours and 47 minutes, shattering the original record by 35days! Todd has been featured in thousands of publications throughout the world, including Sports Illustrated, Forbes and Wall Street Journal as well as the popular book, Chicken Soup for the Soul-A Second Helping. He has appeared as a special guest on CBS Year in Sports and Robert Schullers Hour of Power. Several distinguished honors have been awarded to Todd including U.S. Jaycees Ten Outstanding Young Americans, the Henry Iba Award for Outstanding Citizen Athlete, the Class Act Award, and the American Red Crosss Everyday Hero Award. Todd is the co-author of the book More Than Mountains: The Todd Huston Story and hosted inspirational radio and television programs.
Steve Hewitt
2009 Governing Magazine Public Official of the Year
When Steve Hewitt took the job as City Administrator for Greensburg, Kansas, in 2006, there was nothing extraordinary about the town of about 1,400 people. Less than a year later, however, everything that was Greensburg was gone. On May 4, 2007, one of the strongest tornadoes on record obliterated almost every house, telephone pole, tree and business in Greensburg, leaving 11 people dead and most of its residents homeless. Determined not only to salvage his hometown, but to recreate a model of energy efficiency and sustainability, Hewitt never considered giving up. Hewitt knew a quick recovery was necessary, but he also understood that careful planning was critical. The plan included land use and placement of buildings and infrastructure, as well as initiatives to attract business opportunities and create new jobs under the decisive goal to rebuild Greensburg as a model green community. The plan included more than 80 different projects totaling $100+ million. He is the leading charge for rebuilding sustainable communities. Hewitt was recently named Governing Magazines 2009 Public Official of the Year; City and County Magazines 2008 Municipal Leader of the Year, for his efforts to rebuild his community green. Greensburgs new policy garnered the support of local, state and national organizations and agencies that promote green building. More publicity has come from the Discovery Channel, including Hewitt as star of the Planet Green Discovery Network show Greensburg. Hewitt continues to advocate green as a true revitalization tool for all rural communities. Hewitt was recently appointed as City Manager for Clinton, Oklahoma.
(Subject to change)
Sunday, July 24 8:00 am - 4:00 pm 8:00 am - 5:00 pm 8:30 am - 9:30 am 9:45 am - 10:45 am 10:45 am - 11:45 am 11:45 am - 1:00 pm 1:00 pm - 2:00 pm 2:00 pm - 5:00 pm 5:00 pm - 6:00 pm 6:00 pm - 8:00 pm Monday, July 25 7:00 am - 8:00 am 7:00 am - 8:00 am 8:00 am - 9:00 am 9:00 am - 10:00 am 10:00 am - 10:30 am 10:30 am - 11:20 am 11:30 am - 1:00 pm 1:00 pm - 3:00 pm 2:00 pm - 4:00 pm 3:00 pm - 3:50 pm 4:00 pm - 4:30 pm 4:30 pm - 5:20 pm 6:00 pm - 8:00 pm
(8 CPE Credits) CPFIM Program (8 CPE credits) Board of Directors Nominating Interviews Treasury Academy: Beginner and Advanced (1 CPE credit) Treasury Academy: Beginner and Advanced (1 CPE credit) Treasury Academy: Beginner and Advanced (1 CPE credit) Lunch (Training includes a boxed lunch) Treasury Academy: Beginner and Advanced (1 CPE credit) Committee Meetings New Members Welcome Reception Opening Reception (4.5 CPE Credits) Continental Breakfast Board of Directors & Committee Chair Breakfast Opening Session Keynote Speaker, Todd Huston Break with Exhibitors Concurrent Sessions (1 CPE credit) Treasurer-to-Treasurer Workshops (1.5 CPE credits) Awards Luncheon CPFIM Program Testing Concurrent Sessions (1 CPE credit) Break with Exhibitors Concurrent Sessions (1 CPE credit) Monday Evening Event
6:00 pm - 8:00 pm Wednesday, July 27 7:00 am - 8:00 am 7:00 am - 9:00 am 8:00 am - 9:50 am 10:00 am - 10:30 am 10:30 am - 11:00 am 11:00 am - 11:50 am 12:00 pm - 1:00 pm 1:00 pm - 4:50 pm 3:00 pm - 4:30 pm 6:00 pm - 7:00 pm 7:00 pm - 11:00 pm
(8 CPE Credits) Fun Run/Walk Partnership Recognition Breakfast featuring General Session Speaker, Steve Hewitt ( 1 CPE credit) Disaster Preparedness Seminar (1.5 CPE credits) Break with Exhibitors Survivor Speaker Panel (1.5 credits) Additional Training Programs (Cash Handling, Internal Controls, Debt Policy, Fund Balance Reserve, and Advanced CPFIM) (4 CPE credits) Tuesday Evening Event (7 CPE Credits) Full Buffet Breakfast Advanced CPFIM Program Testing Concurrent Sessions (2 CPE credits) Annual Business Meeting Morning Break Concurrent Sessions (1 CPE credit) Past Presidents Luncheon Concurrent Sessions (4 CPE credits) Board of Directors Meeting Presidents Reception Installation Banquet
The APT US&C is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.nasba.org.
City Slicker
Kick up your boots and rattle your spurs! Deeply rooted in Oklahomas pioneer heritage, Stockyards City offers an Old West experience and Oklahoma hospitality to visitors from around the globe! The uniquely western district hosts over 70 businesses specializing and catering to the everyday working cowboy and cowgirl. Then mosey on over to the National Cowboy & Western Heritage Museum where you will experience the internationally renowned collection of Western art and artifacts. The Museum is home to a permanent collection of over 2,000 paintings and sculptures that paint a picture of the West. Cost: $62.00 per person.
All tours will be provided by Factor 110, 10 N. Broadway, Oklahoma City, OK ,73102, and can be reached by phone at (405) 228-8009. All tours must meet the minimum of twenty (20) paying passengers each; if minimum is not reached the tour will be canceled. Factor 110 must receive reservation with payment no later than July 5, 2011. On-site reservations will not be accepted.
Experience the Renaissance of Oklahoma City, a Marriott Brand hotel located in the heart of downtown, conveniently connected by a glass-enclosed sky bridge to Cox Convention Center and just steps from popular destinations. The Cox Convention Centers meeting room complex features a 25,000 square foot ballroom and more than 21 meeting rooms perfect for events large or small. Walk or take our complimentary limo to Bricktown Entertainment District, ATT Bricktown Ballpark, OKC National Memorial, Ford Center and more. With 4-diamond status, newly renovated guest rooms and public space, this downtown hotel is your choice for style, class and a provocative ambiance. Reservation deadline is June 30, 2011. Room reservations received after this date will be accepted on a space available basis and may be subject to hotel rack rates. For reservations call (800) 468-3571 and mention the APT US&C to receive the group rates. Standard (1 person) - $154.00 Double (2 person) - $154.00
Sleeping room rates do not include a 13.875% state and local tax, tax rates are subject to change. Children under the age of 18 will not be charged as an adult. Please inform reservations if booking includes children.
Parking is available in the enclosed multi-level parking garage adjacent to the Cox Convention Center. Self-parking is $7/day; valet is $17/day charged to the room. Reservations require a one (1) night deposit (including tax) with a major credit card. Deposits are refundable if notice of cancellation is received by the Hotel Reservation Department at least 48 hours prior to the expected arrival date. Guest check-in is 3:00 p.m. and check-out is noon.
Renaissance Oklahoma City Convention Center Hotel 10 North Broadway Avenue Oklahoma City, Oklahoma 73102 USA
With three major interstate highways and 27 nonstop flights, as well as Amtrak, Transit and Trolley service, getting to and around Oklahoma City is a snap. The Will Rogers World Airport (WRWA) is located seven miles from downtown Oklahoma City. The WRWA includes 11 airline partners offering approximately 150 flights daily with non-stop service to Atlanta, Baltimore, Chicago, Dallas, Denver, Detroit, Houston, Kansas City, Las Vegas, Los Angeles, Memphis, Minneapolis, New York, Phoenix, Salt Lake City, St. Louis, and Washington D.C. Easy connections can take you anywhere in the continental U.S. in just a few hours. Taxis are located in the Transportation Plaza accessed from the baggage claim (lower) level. Average fare from the airport to downtown is $15. Public vans are onsite to meet all scheduled flights and transport incoming passengers to their desired destination. Visit Airport Express, Inc. online or call (405) 681-3311 for more information.