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)

CONFERENCE BROCHURE

REGISTRATION through EIU

Topics:
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

DIAMOND SPONSORS:



GOLD SPONSORS:

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

 

SILVER SPONSORS:
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
  



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


SUPPORTING SPONSORS:
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

CONFERENCE GIFT:
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