2017 IMTA Annual Conference

June 25, 26 & 27, 2017

Holiday Inn Conference Center
2300 Reed Station Parkway
Carbondale, IL 62901
618-549-2600 ask for block rate using code ATC $109 + tax (king or 2 queens)



My Tips and Tricks Roundtable- IMTA Members
Market Outlook- Jessie Barrett
GASB Update & OPEB- Jamie Wilkey & Todd Schroeder
Fixed Income Investments- Ken Herdeman
I Cash & Illinois Funds- Johanna Perez, Scott Bales, Blaise Bernardi
IML Revenue Projections- Mike Klemens
Cash Management & Investing for Smaller Governments- Sofia Anastopoulos
GATA & CARS- Cynthia Titus
TIF: Carbondale's Experience- Gary Mitchell
Round Table- Population under 5,000- Alta Long
From Bond Issuance to Investing Bond Proceeds – What You Need to Know: Maureen Barry, Ehlers & Courtney Soesbe, PMA Financial Network
Internal Controls- Kent Oliven
Office 365- Ken Klika
BAM Round Table- Brad, Alta, Michael

Sunday Networking:
Walkers Bluff
Bus will depart Holiday Inn at 4:30pm to General Store, return to Holiday Inn to pick up second/final group and drop off/ pick up from General Store and transport everyone 1.5 miles to Walkers Bluff.  Bus is available for early return. Group departures from Walkers Bluff will be 7:45 & 8pm to the Holiday Inn.  8:30pm Fat Bottom Bettys for dessert.

Monday Installation:
Entertainment: Howl 2 Go dueling pianos



Jason Perry, President: Azavar Government Solutions
Scott Shamberg, Vice President: Azavar Government Solutions
Maureen Barry, Senior Municipal Advisor: Ehlers
Kenneth Herdeman, President: Ehlers Investment Partners
Jessie Barrett, Managing Director- Investments: The Barrett Group of Wells Fargo Advisors
Richard, Barrett, Managing Director- Investments: The Barrett Group of Wells Fargo Advisors
Sofia Anastopoulos, Executive Director & CIO: Illinois Metropolitan Investment Fund
Debra Zimmerman, Associate Director: Illinois Metropolitan Investment Fund
Joel Babbitt, Benefits Coordinator: IPPFA Benefits
Peter Drew, Director of Sales: Point and Pay
Richard Malone, Sales Executive: Point and Pay
Taylor Rednose, Trade Show Coordinator: Tyler Technologies


Mike Laesch. VP Business Development & Customer Relations: Civic Systems
Nick Soh, Executive Account Manager: GovInvest Inc
Jamie Wilkey, Partner:  Lauterbach & Amen LLP
Tim Duhr. Director of Sales & Business Development:  Payment Services Network
Courtney Soesbe, VP Senior Relationship Officer: PMA Financial Network

Kevin Schafer,Account Executive BS&A Software
Jason Franken, Consulting Actuary Foster & Foster
Rich Plese, Upper Midwest Regional Director Invoice Cloud

Nadine Johnson, VP, Senior Treasury Manager First Midwest Bank
John Falduto, Managing Partner Sawyer Falduto Asset Management LLC
Alex Gibson, Partner KMA Bodily CPAs and Consultants

Wine Duffel for the first 100 paid registrants.
Compliments of Supporting Sponsors

APT Conference 2017

The 52nd Annual APT US&C Conference will be a joint meeting with the Florida Municipal Treasurers Association on July 23-25 in Orlando, Florida.  Please mark your calendar.

Board Meetings


Sunday time: 4-5pm
IMTA Board Meeting
June 25, 2017
Holiday Inn
Carbondale, IL

Monday time: 11:30am
IMTA General Membership Meeting
June 26, 2017
Holiday Inn
Carbondale, IL

Tuesday time: 12:15pm
IMTA Board Meeting
June 27, 2017
Holiday Inn
Carbondale, IL

Friday time: tba
IMTA Board Meeting
September 22, 2017
Hilton Towers- room to be determined
Chicago, IL