final apt 2010 brochure

Upload: aptusc

Post on 30-May-2018

214 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/9/2019 Final APT 2010 Brochure

    1/18

    Association of PublicTreasurers of the

    United States & Canada

    July 25 - 28, 2010

    Charleston Place HotelCharleston, South Carolina

    Coasting the Current Trends in Public Treasury

    APTCharleston,SC

    2010CoastingtheCurrentTrendsinPublicTreasury

    July25-28,2010

    45th Annual Conference

  • 8/9/2019 Final APT 2010 Brochure

    2/18

    Preconference Seminars

    Additional APT Training Programs

    Sunday, July 25

    Tuesday, July 27

    Certifed Public Funds Investment Manager: (CPFIM) Accreditation Program

    Treasury Academies: Beginner & Intermediate Levels

    A nationally recognized accreditation ocused on the investmento public unds. Participants will learn basic level skills, tools andundamental concepts to manage investment portolios. The courseis designed or participants who have limited knowledge o cashmanagement and public unds investing. Who Should Attend:

    state and local government treasurers, business managers, investment

    ofcers, cash managers, and other fnance ofcers and their stawho are new to governmental fnance, recently appointed, electedor looking to expand their knowledge base on the undamentals oinvesting public unds. A boxed lunch will be provided at the CPFIM

    Accreditation Program.

    These intense all day seminars serve as basic training classes ornew treasurers and great reresher courses or returning treasurers.The Academy provides continued educational opportunities andpoints toward CPFA certifcation or treasurers. The Beginner

    Academy will include classes such as: Role o the Treasurer, Budget

    Preparation, Basic Investing and Understanding the Audit ProcessThe Intermediate Academy will include classes such as: How to Dea

    With Ofce Issues, Financial Forecasting, Advanced Investing andIdentity Thet. A boxed lunch will be provided at both the Beginnerand Intermediate Academies.

    APT has many manuals available or additional training throughthe Public Treasury Institute. These training programs are held atvarious state institutes and conerences. APT also oers these trainingprograms at the Annual Conerence to allow attendees additionalopportunities to enhance their education. The APT TrainingPrograms are oered on Tuesday aternoon.

    The Guide to Internal Controls APTs NEWEST manualthat complements our successul internal controls checklist. Thechecklist has been updated and incorporated into a training manualto assist attendees on the importance o proper internal controlsand how to apply the checklist to their public entities.

    Cash Handling Certifcation Improve your entitys cashhandling skills by learning how you can become a cash handlerOnce you complete the certifcation process, you can train yoursta and improve your cash handling operations.

    For more inormation on additional training opportunities at various

    state institutes and conerences, please contact Stacey Crane, PublicTreasury Institute, at (301) 229-6566.

    The Public Treasury Institute coordinates training seminars or the membership and other public treasury ofcials. For more inormation onscheduling one o APT US & C Training Seminars please contact: [email protected] or call (301)229-6566.

  • 8/9/2019 Final APT 2010 Brochure

    3/18

    Conference Training Tracks

    Tese sessns e desned t bn ublc und mnes te ltest develments n te e nvestn ublc unds. Redless tmnes level exeence, tcs wll ne m bsc nvestn ublc und mnes t me sstcted tl mnemensttees. Sessns n Ptl Rsk & Dvesctn, Investment Plc Fmultn nd Imlementtn, Yeld Cuve Anlss ndInvestment Retn nd Accuntn e but ew te tcs t be cveed n ts tck.

    Becuse cs mnement encmsses me tn nvestn unds, te Cs Mnement tck eed t te nnul cneence s desnedt ve mnes te mst u t dte nmtn n te ltest cs mnement ctces. Mnes suld exect t eceve tnn ndnmtn n develn ntenl lces nd cedues t mne cs n n ecent nd nzed mnne. Sme te tcs t becveed t ts es cneence nclude Cs Flw Fecstn, Ecent Dsbusement Mnement, Ltest Develments n ElectncPment Pcessn, Pcuement Bnkn Sevces nd Hw t Eectvel Mne Bnkn Reltnss.

    Inmtn ecnl I ncludes cmute dwe nd stwe, etn sstems, web-bsed nmtn nd lctnstelenes nd te telecmmunctns ducts, vde equment nd multmed ducts, nmtn ksks, nd ce ductsTe AP US & C cneence wll vde tnn, demnsttns, nd ltest tends n nmtn tecnl v vet tcks nd

    exbts. Lenn t levee tecnl t ennce ccuntblt, ccuc nd mve emnce s ctcl t mnn nncesuces.

    Te Debt Mnement tck wll del wt te stuctun, nncn, tem nd ts t ennce te ttendees knwlede bse n mnnlcl debt. Te Debt Mnement tck wll ddess te te uses, tes nd levels debt. In ddtn, tese tnn sessns wllddess te ltest GASB nuncements. Attendees wll ls benet m lenn w t ee nd cet Debt Plc teesectve nztns.

    Investment Management rack

    Cash Management rack

    Information echnology rack

    Debt Management rack

    Preliminary Conference ScheduleSunday, July 25 (8 CPE credits)8:00 m - 3:00 m CPFIM Pm (8 CPE cedts)

    8:30 m - 9:30 m esu Acdem:

    Benne nd Intemedte (1 CPE cedt)

    9:45 m - 10:45 m esu Acdem:

    Benne nd Intemedte (1 CPE cedt)

    10:45 m - 11:45 m esu Acdem:

    Benne nd Intemedte (1 CPE cedt)

    11:45 m - 1:00 m Lunc (Training includes a boxed lunch)

    1:00 m - 2:00 m esu Acdem:

    Benne nd Intemedte (1 CPE cedt)

    2:00 m - 5:00 m Cmmttee Meetns

    5:00 m - 6:00 m New Membe Recetn

    6:00 m - 8:00 m Oenn Recetn-Sut Cln Aquum

    Monday, July 26 (4.5 CPE credits)

    Exbt Hll ens t 8:00 m

    8:00 m - 9:00 m Cntnentl Bekst

    9:00 m - 10:30 m Oenn Sessn

    10:30 m - 10:45 m Bek wt Exbts

    11:00 m - 12:00 m Kente Seke (1.5 CPE cedts)

    12:00 m - 2:00 m Awds Luncen

    2:00 m - 3:00 m Cncuent Sessns (1 CPE cedts)

    3:00 m - 3:30 m Bek wt Exbts

    3:30 m - 5:30 m Cncuent Sessns (2 CPE cedts)

    6:00 m - 8:00 m Mnd Evenn Event

    Tuesday, July 27 (6 CPE credits)Exbt Hll ens t 8:00 m

    8:00 m - 9:30 m Genel Sessn (1 CPE ced

    9:30 m - 10:30 m Busness Meetn

    10:30 m - 11:00 m Bek wt Exbts

    11:00 m -11:50 m Cncuent Sessns (1 CPE ced

    12:00 m -1:00 m Ptnes Luncen

    1:00 m - 5:00 m Addtnl nn Pms (4 CPE ced

    (Cash Handling and Internal Controls)

    (Golf Tournament and Area Tours available)

    7:00 m - 9:00 m uesd Evenn Event

    Wednesday, July 28 (5.5 CPE credits)

    8:00 m - 9:00 m Full Buet Bekst

    9:00 m - 10:30 m Cncuent Sessns (1.5 CPE c

    10:30 m - 11:00 m Mnn Bek

    11:00 m - 11:50 m Cncuent Sessns (1 CPE ced

    12:00 m - 1:00 m Pst Pesdents Luncen

    1:00 m - 4:00 m Cncuent Sessns (3 CPE ced

    3:00 m - 4:30 m Bd Meetn

    6:00 m - 7:00 m Pesdents Recetn

    7:00 m - 11:00m Instlltn Bnquet

    (Subject to chang

    Total 24 CPE credits andup to 8.5 CPFA Points

  • 8/9/2019 Final APT 2010 Brochure

    4/18

    ARTHURRAVENELJR.BRIDGE HWY17

    MORRISONDR

    LINE ST

    F L O O D

    S T

    MARY MURRAY DR

    To West Ashley

    CharlestonWater Taxi

    South Carolina

    State Ports Authority

    Kin

    gSt.

    Anti

    que

    sDistrict

    KingSt.DesignDistrict

    KingSt.FashionDistrict

    Kin

    gSt.

    Anti

    que

    sDistrict

    DesignDistrict

    KingSt.DesignDistrict

    KingSt.FashionDistrict

    Philip SimmonsChildrens Garden

    To I-26

    19

    14

    37

    26

    34

    10

    30

    25

    33

    31

    1

    4

    9

    5

    32

    38

    22

    21

    2418

    3

    7

    36

    1117

    35

    161328

    15

    27

    12

    29

    20

    8

    6

    2

    23

    LEGEND

    Restrooms

    with Restrooms

    RT 210 C of C/Aquarium

    DASH Bus Stops

    RT 211 Meeting/King

    RT 212 Market/Waterfront

    RT 213 Lockwood/CalhounMuseum Mile

    1 e Charleston Museum ....................... .......... 98

    2 e Citadel Museum ..................... .................. 98

    3 e City Hall Gallery ........................ .............. 98

    4 e Confederate Museum ..................... .......... 99

    5 Gibbes Museum of Art ..................... ............... 99

    6 Karpeles Manuscript Museum ....................... 100

    7 Postal Museum ..................... ......................... 100

    8 Aiken-Rhett House ....................... ................... 89

    9 e Avery Research Center for African-

    American History and Culture ...................... .. 89

    10 e College of Charleston ........................ ....... 89

    11 e Dock Street eatre ........................ .......... 90

    12 Edmondston-Alston House ...................... ....... 90

    13 Heyward-Washington House ........................... 90

    14 Joseph Manigault House........................... ....... 90

    15 Nathaniel Russell House ....................... ........... 90

    16 Old Exchange & Provost Dungeon ................. 91

    17 South Carolina Historical Society .................. 100

    18 e Powder Magazine ....................... ............... 91

    19 Childrens Museum of the Lowcountry ............ 98

    20 Old Slave Mart Museum ..................... .......... 100

    21 Washington Light Infantry

    Historic Churches22 Cathedral of St. John the Baptist ..................... 93

    23 Cathedral of St. Luke & St. Paul* .................... 93

    24 Circular Congregation Church ........................ 93

    25 Congregation Beth Elohim ...................... ........ 93

    26 Emanuel A.M.E. Church..................... ............ 94

    27 First Baptist Church ........................ ................ 93

    28 First (Scots) Presbyterian Church .................... 93

    29 e French Protestant (Huguenot) Church* ....93

    30 Mt. Zion A.M.E. Church ........................ ....... 94

    31 e Old Bethel Methodist Church .................. 94

    32 St. Johns Lutheran Church ....................... ....... 94

    33 St. Marys Roman Catholic Church*................94

    34 St. Matthews Lutheran Church ....................... 95

    35 St. Michaels Episcopal Church* ......................95

    36 St. Philips Episcopal Church* ......................95

    37 e Second Presbyterian Church ..................... 95

    38 e Unitarian Church ...................... ............... 95

    * Denotes graveyard.

    For more information about these attractions refer to the corresponding page numbers found in the Offi cial Charleston Area Visitors Guide.

    is is not an inclusive list of all historic sites on the peninsula. Sites indicated on this map are described in the Offi cial Charleston Area VisitorsGuide. is map does not indicate the many significant historic sites found outside of peninsular Charleston.

    Peninsula Charleston

    Charleston Map

  • 8/9/2019 Final APT 2010 Brochure

    5/18

    Keynote Speaker

    BiographyOn Nvembe 16t, 2006,te Huse Demctc Cucusunnmusl elected CnessmnJmes E. Clbun Sut Cln

    Mjt W, stn e cntnues t ld n te 111t Cness.Ts ws stc d Huse Demcts, vn just wn bckte mjt te st tme n twelve es. It ws ls stc Jm Clbun, w becme te st Sut Clnn nd te secndAcn Amecn t scend t te td nkn stn n te U.S.Huse Reesenttves.

    In ccetn s new le, Cnessmn Clbun sed wts clleues st m s cldd tt tld muc butte envnment m wc e cme nd but te mn e sbecme. Wen e ws but 12 13 es ld, e sted b smtes beut s te scl n s metwn Sumte, SutCln. A clent s mtes sked un Jmes wt e wntedt be wen e ew u. Jmes esnded b exessn s dems wntn t be n ltcs nd venment. He ws quckl ebuked bte wmn, w dmnsed m neve t utte tse wds n.Se ws nt ntendn t tw cld wte n un Jmes dems.Se enunel elt tt suc exessns culd bn dne t mnd s ml n te seeted Sut. Tt nt, s mte tld

    un Jmes t ne te clents wnn nd encued m tld st t s dems.

    It tk ln d nd 66 es m t ec te nncle tse dems. Hs umble bennns s te eldest sn n ctvstundmentlst mnste nd n ndeendent cvc mnded beutcnunded m secuel n ml, t nd ublc sevce. He lteduted m Mte Acdem n Cmden, Sut Cln,nd becme student lede t Sut Cln Stte Cllee nOnebu. Gwn u knwn mn te mles nvlved nte deseetn cse Bs v. Elltt -- wc lte becme t te lndmk Bwn v. Bd Eductn cse -- Clbun ws ctven te cvl ts mvement.

    He ws elected esdent s NAACP ut cte wen e ws12 es ld, tcted n mn mces nd demnsttns, ndws csen s te st wtness n 1960 Onebu cvl dsbedencecse deended b te leend Mttew Pe. Tt cse develedm te est 388 cllee students -- tw wm wee Jm ndEml Enlnd Mncks Cne, Sut Cln, wm e metdun tt nccetn. He ws lte jled dun 1961 mcn te Sut Cln Stte Ctl n Clumb tt esulted n telndmk bec te ece cse Edwds v Sut Cln.

    Jm nd Eml ve been med snce June 24, 1961. Te bente esnl nd essnl lves tete n Clestn, Sut

    Cln, e s st tece nd se s lbn n te ublcscl sstem. Jm lte seved s n emlment cunsel, nddect tw ut nd cmmunt develment ms. In1968, e becme dect mnt nd sesnl m wkem. Te Clbuns e stunc sutes te Alm Mtend ve sed ve $1.5 mlln n Acves nd HstEndwment te ve estblsed t te scl. Sut ClnStte Unvest s nmed cmus cltes n te n.Jm lunced te usut s dem n 1970 unnn te SutCln Huse Reesenttves. He went t bed 500-vte wnnend wke 500-vte lse. Hs mtc ectn s eted n telcl newse, I lst becuse I ddnt et enu vtes, cut t

    ee te newl elected ven, Jn Cl West. He sked Jmeswm e dubbed Jm, t jn s dmnsttn. In ccetn test, Jmes E. Clbun becme te st Acn Amecn dvs t Sut Cln ven snce st Recnstuctn.

    Ate lmst u es n s st, Gven West nted JmSut Cln Humn As Cmmssne. It ws stne wuld ld lmst 18 es sevn u Gvens -- twDemcts nd tw Reublcns. Te stn tust Jm nt tevtex numbe cntveses, wc e ndled detl qucklenn m euttn s nd m medt nd cnsensusbulde. But wen e n Sut Cln Secet Stte n1978 nd n n 1986, s leln dem cntnued t elude m

    But n 1992, Jm esned s stn s Humn As Cmmssnet devte ulltme n usut s leln dem sevn n teUnted Sttes Cness -- wee n blck Sut Clnn dseved snce 1897. Ts tme, n eld ve Demctc mcnddtes, Clbun wn wt 56 ecent te vte, vdn un-. He esl wn te enel electn Sut Clns SxtCnessnl Dstct, nd ws swn n s membe te UntedSttes Huse Reesenttves n Jnu 1993.

    Cnessmn Clbun ben s sted clmb n Ctl Hlwnnn electn s c-Pesdent s esmn clss. Sx es ltee ws unnmusl elected C te Cnessnl Blck Cucund t set n te cveted Atns Cmmttee. In 2002, ws elected n tee-w ce t seve s Vce C te HuseDemctc Cucus, nd n Jnu 2006, s ees unnmuslelevted m t C te Cucus.

    In ddtn t sevn s Huse Mjt W, Cnessmn Clbunseves s lede te Huse Demcts Ft Wkn Gu. TeClbuns ve tee dutes, Mnn Clbun, Anel Hnnbnd Jenne Clbun Reed, tw sns-n-lw, Cecl Hnnbl ndWlte Reed; nd tw ndclden, Wlte A Clbun Reed ndSdne Alexs Reed.

    U.S. Congressman

    James E. Clyburn (SC-6)House Majority Whip

    Monday, July 26

  • 8/9/2019 Final APT 2010 Brochure

    6/18

    Mcel D. Cells ws nmed Fst Dts cmn ndCEO n Setembe 2007 wen Fst Dt becme vtecmn. P t ts le, e seved s CEO CmqCmute Ctn nd MCI.

    A 30-e veten te I ndust, Cells s ecnzedlbl tut lede n te tecnl sce. He ben s

    cee wt Sclumbee Lmted nd went n t ld sen mnement stns t Sclumbee, Ocle Ctn nd SAP AmecsHe jned Cmq n 1998 s ce nmtn ce nd ws nmed cmn nd CEO n Jul 1999. Ate te mee wt HP, Cellseved s esdent HP. In 2002, e cceted te cllene ledn MCI (ten WldCm) tu te lest cte enztnn st. F tee es, Cells seved s MCIs esdent nd CEO nd vesw te successul ebuldn te cmn. unundcmleted, Vezn Cmmunctns ultmtel cqued MCI n 2006. Fllwn MCI, e ws sen dvs t Slve Lke Ptnes, nnvestment m tt cuses n le-scle nvestments n tecnl nd elted ndustes.

    Cells seves n te bd dects Csc Sstems, Inc. nd te ntnl bd te Bs nd Gls Clubs Amec. He eceved

    bcels deee n busness dmnsttn m Kent Stte Unvest.

    Michael Cappellas

    Conference Sponsors

    General Session Speaker Tuesday, July 27

  • 8/9/2019 Final APT 2010 Brochure

    7/18

    Kiawahs Ultimate Beach Excursion

    Cme el nd tke dvnte te Sund nn Sessns n te esu Acdem CPFIM cetctn tnn. Tee wll be ttl 8 CPE cedts vlble n Sund, Jul 25t.Wle u e n tnn sessns u ml cn enj A D t te Bec n Kw Islnd. I u ve evusl ttended tAcdem eceved u CPFIM cedentln, lese jn te ttendees nd AP mles ts d excusn.

    Bn te ml nd cme enj un lled d skn u s, lckn n te su, nd elxn n Clestns mst stne bec.

    Kws bec sevces vde evetn u ml needs t unwnd, l, nd enj ts vte Lwcunt stme. Te KwIslnd Gl Rest wll vde bec cs, umbells, nd twels evene n u t. Als ncluded n u cke s unlmteduse u kks, bd bds, su bds, skm bds, fts nd ts. Need bek m te slt su? We ve lent bec mend sndcstle buldn equment vlble. F secl tet, we ve n Islnd Ntulst n-nd t enlten evene but Kwncedble be slnd b-dvest. Hun? Tst? Feel ee t bn cle (lss nt emtted) tke 2 mnute wlk t te WesBec Stw Mket ce cem, bevees, sncks lunc. Restms nd utd eswte swes e vlble n-ste.

    Te Kiawah Island Golf Resort

    welcomes the Association of Public

    reasurers of the United States &

    Canada to the countrys friendliest

    city!

    Sunday, July 25

    Tis event takes place on

    July 25th from 10am - 3pm and the cost per person is $10.

    ransportation is included to and from the Charleston Place hotel.

    You may also drive yourselves.

    Advanced reservations are required and a 24-hour cancellation policy applies. Reservations

    and/or additional information can be made by calling 843-768-6001

    or by visiting www.kiawahresort.com/recreation.

  • 8/9/2019 Final APT 2010 Brochure

    8/18

    Sunday, July 25, 6:00 p.m. - 8:00 p.m.

    Under the Sea - South Carolina Aquarium

    Dne wt undeds qutc uests s u stll tu n exclusve tu

    te Sut Cln Aquum. Enj vews te Clestn Hb ndvst Sut Clns exclusve Se utle Hstl nd ntectve dsls.Te nts estvtes nclude utentc Lwcunt cusne, lve musc ndstn ccktls. emembe ts evenn ve u t essnlltken wt clleues dun ts event. nsttn wll be vded.

    Snsed b:

    Monday, July 26, 6:00 p.m. - 8:00 p.m.

    A Historic Evening - Riviera Theater

    Meet u clleues ecetn t te stc At Dec stle RveTete. Ts stunnn tete ws te me st un ctues, n tst t sceen, untl 1977. Te event wll etue ev s deves ndentetnment.

    Te tete s lsted n te Ntnl Rest Hstc Plces nd s nw

    wned b te estus Clestn Plce Htel.

    Snsed b:

    Special Events

    Tuesday, July 27, 7:00 p.m. - 9:00 p.m.

    A Moment in the Lowcountry - Charleston Place Hotel

    Ae u lkn w t send u uesd evenn? Jn te ttendeest kee te mmentum n wt ts secl event t te Clestn PlceHtel t celebte Lwcunt stle. A et tunt t netwk wt

    clleues nd AP US&C tnes.

    Snsed b:

  • 8/9/2019 Final APT 2010 Brochure

    9/18

    All membes e encued t ttend te ucmn Assctn Publc esues teUnted Sttes nd Cnds 45t Annul Cneence m Jul 25t Jul 28t n ClestnSC t te Clestn Plce Htel.

    Te cneence wll e n tunt tesues nd nnce cls css te cunt teceve tnn ve te 3 d cneence tt wll ennce te knwlede nd mve tesklls n tesu mnement. Als, ts es cneence ls ds tw enwned sekesncludn Huse Mjt W, Sent Jmes Clbun w wll ende te Kente ddesn Mnd, Jul 26t llwed b Mcel Cells w wll e Genel Sessn ddessn uesd, Jul 27.

    Te cneence es 24 ttl CPE cedts nd wll etue u cneence tnn tcks lledwt cuttn ede nmtn n te subjects Investment Mnement; Cs Mnement

    Inmtn ecnl; nd Debt Mnement. In ddtn, ts es cneence tnnls es u t 8.5 CPFA nts twds u Ceted Publc Funds Admnstt cedentl eed b te Assctn. Tese tnnsessns wll be esented n cncuent sessns bennn n Mnd, Jul 26t tu Wednesd, Jul 28t nd wll e 16 CPEcedts.

    ke dvnte e cneence tnn b ttendn te esu Acdem n Sund, Jul 25t wc wll e 8 us CPE cedts t ttendees. Als vlble s teCeted Publc Funds Investment Mne tnn; n 8 u cetctn cuse tse seekn t dstnus temselves n te e ublc nvestments. Als vlbledun te cneence e ddtnl tnn ms ncludn te newest mnulTe Gude t Intenl Cntls nd Cs Hndln Cetctn nn. Bt tese sessns e eed n uesd tenn.

    In ddtn t te tnn nd cetctns vlble, tee e sevel etued eventstt llw ttendees t netwk wt te ees nd buld eltnss wt ctemembes nd exbts. Sme te cmlment etued events nclude Sund tenn bec excusn; n enn ecetn te Sut Cln Aquum etun utentc Lwcunt cusne, musc, nd ntectve tus. Tee e ls tw snsed evennevents A Hstc Evenn t te Rve Tete nd A Mment n te Lwcunt t te Clestn Plce. F te sts ns, tennul Gl unment wll be eld t te utle Pnt Gl Cuse n Kw Islnd. Als vlble e tus t stc Ft Sumtend Mddletn Plnttn ln wt ce des tu dwntwn Clestn nd culn tus t exle te unque Lwcuntcusne.

    We e excted t e u ts cneence wt ntnl sekes, u tnn tcks, ndsecl events n ntstc lctn. I u ve nt led esteed te cneence, lesed s b Al 30t t sve n te cneence esttn ees. F me nmtn, lese clLndse Dvel, Executve Dect t 310-495-5560 vst te ssctns Web ste t www

    aptusc.org. Plese be sue t mke u esevtns t te Clestn Plce Htel b clln 800831-3490 v eml [email protected].

    We lk wd t seen u n Clestn, SC Jul 25t 28t!

    45th Annual ConferenceCoasting the Current rends in Public reasury

    APTCharleston,SC

    2010CoastingtheCurrentTrendsinPublicTreasuryJuly25-28,2010

  • 8/9/2019 Final APT 2010 Brochure

    10/18

    45th AP US&C Annual Conference

    Golf ournamentuesday July 27, 2010

    urtle Point Golf Course1 Sanctuary Beach Drive Kiawah Island, SC

    FEES & INFORMAION

    $100.00 / $50.00 for reasurers

    Includes Green Fees, Range Balls,

    Boxed Lunch, and Shared Cart

    RULES: Scramble

    Registration opens at 1:00 pm Shotgun Start: 2:00 pmLIMIED O 40 PLAYERS

    AWARDS

    First Place Team * Longest Drive Nearest to the Pin

    Name: Entity/Firm:

    Address:

    City: State: Zip: Phone:

    Email address: Your Index Or Average Score:

    REMIT THIS FORM AND MAKE CHECK PAYABLE TO:

    Union Bank, N.A.

    Attn: Martha Bluemel-Government Services

    200 Pringle Ave Ste 250

    Walnut Creek, CA 94596

    APTCharleston, SC

    2010Coasting the Current

    Trends in Public TreasuryJuly 25-28, 2010

    Government Services & Institutional Sales

    Hosted By

    FOR ADDITIONAL INFORMATION CONTACT:

    Martha Bluemel @ (925) 947-3046/(800) 833-4758

    FAX: 925-947-3050

    PAYMENT MUST BE RECEIVED BY:

    July 13, 2010

  • 8/9/2019 Final APT 2010 Brochure

    11/18

    Special Events

    Sporting Event

    Wednesday, July 28, 7:00 p.m. - 11:00 p.m.

    Installation Banquet - Grand Ballroom

    Celebte te end te 2010 nnul cneence dun te InstlltnBnquet wee te 2011 ces wll be swn n nd te Pesdent wll ve

    e esdentl ddess. Jn te AP US & C membes s u se nednne nd musc s u efect n te cneence sessns wt clleues ldnd new dun ts celebt event.

    Pesdentl Recetn Snsed b:

    Tuesday, July 27

    Gol Tournament

    Enj n tenn wld clss l t utle Pnt Gl Cuse n KwIslnd. Kw Islnd ws te me te Sen PGA unment n 2007nd wll st te PGA u n 2012. I u e le, d nt mss tetunt t swcse u sklls t ne te wlds nest l cuses.

    Bennn uesd tenn suttles wll tnst les t Kw Islndwee les wll ve t utle Pnt Gl Cuse, lunc wll be vded,

    nd te tunment wll be llwed b ecetn.

    Snsed b:

  • 8/9/2019 Final APT 2010 Brochure

    12/18

    Charleston Area Attractions Tuesday Aternoon, July 2

    Enjoy These and Other Attractions From Charleston, South Carolina!

    Te Clestn Ae Cnventn & Vsts Bueu nmtn desk wll be t ssst wt n ndvdul tus s equested.Pces v e tu.

    ke bt tu t Ft Sumte. Te tu ncludes tnsttn t te Ft SumteInteetve Cente. Te tu ncludes tme t vst te museum, bt de nd tu Ft Sumte wt etun tnsttn t te tel. Dets Clestn Plce t2:00 m nd te ttl dutn te tu s 2 1/2 us. Cst: $36.00 e esn.

    Send te tenn t Mddletn Plnttn nd Gdens. Te excusn ncludestnsttn t te lnttn, tu te dens, entnce, stc me, ndetun tnsttn t Clestn Plce. Dets Clestn Plce t 1:30 m ndetuns t 5:30 m. Cst: $65.00 e esn.

    Enj Ce Rde tu Clestns Hstc Dstct. ke n te nstlnd beutul ctectue wt se dwn ce de tu stcdwntwn Clestn. Cst: $20.00 e esn.

    Wlk, tlk nd tste u w tu Clestn. Clestn s des deltnd quckl becmn mecc tse nteested n te unque culn ete te Lwcunt. Ts tne cuses n wt dstnuses Lwcunt cusne.Vst sme Clestns bulus culn stes. Te tu bens t 2:00 mCst: $45.00 e esn.

    Fort Sumter

    Middleton Plantation

    Carriage Rides

    Culinary Tours

  • 8/9/2019 Final APT 2010 Brochure

    13/18

    Transportation

    Rental Cars

    Aviswww.avis.com(843) 767-7031 (800) 331-1212

    Budgetwww.budget.com

    (843) 767-7051 (800) 527-0700Dollarwww.dollar.com(843)767-1130 (800) 800-4000

    Enterprisewww.enterprise.com(843) 767-1109 (800) 736-8222

    Hertzwww.hertz.com

    (843) 767-4550 (800) 654-3131Nationalwww.national.com(843)767-3078 (800) 227-7368

    Thriftywww.thrifty.com(843) 552-1400 (800) 647-4389

    CARTAClestns ublc tnsttn sstem es sevel ws t et ll ve Clestn. DASH (Dwntwn AeSuttles) uns tu-ut te ennsul t mj ss nd ttctns. Te cst s nl $1.50 e de $5 ne-d ss. CARA cn cnnect u wt ll Clestns ttctns. Restunts, e beces, sn &

    entetnment venues, tels nd stc stes e ll und n u utes. Yu cn sml clmb bd t ne umn cnvenentl lced bus sts tuut Dwntwn Clestn nd enj te de. F me nmtn,vst www.ridecarta.com cll (843) 724-7420.

    TaxisTee e md tx lmusne cmnes vdn und tnsttn m te t t e tels lkete Clestn Plce Htel nd te e lctns. F detled lstn tese cmnes t set u esevtnslese vst; www.explorecharleston.com.

    Charleston International Airport

    Clestn Intentnl ssenes cn enj ll te tvel dvntes cmbned wt unque nd eesn level esnl sevces nd ttentn. Due t te mden cltes, stte--te-t etns nd xmt t Clestnte Clestn Intentnl At s quckl becmn ncl tnsttn ub te sutesten UntedSttes nd tew t te wld, etun fts v Amecn

    Alnes, Delt, Cntnentl, US Aws, Ntwest nd UntedAlnes.

    Te Clestn At cde s CHS, nd s but12 mles m te ct Clestn.F me nmtn nd ft esevtnsvst, www.chs-airport.com/airlineinfo.htm.

    Charleston Airport Address:Clestn Intentnl At5500 International Blvd. Charleston, SC 29418.

    Plese cll Absolutely Charleston ll u dscunted t tnse nd tnsttn needs t (843) 747-444

  • 8/9/2019 Final APT 2010 Brochure

    14/18

    Hotel Information

    Charleston Place Hotel

    In te et ne te mst mntc nd exctn ctes n te wldClestn Plce s emnscent Clestn bt n esnlt ndctectue. Owned nd mned n te leend tdtn Oent-

    Exess tvel exeence, ts med tel es n enn st messnwt stunnn nd entnce Mket Steet. In te mn lbb, Itlnmble fs, sween nd stcse nd nd-blwn Venetn lsscndele vde lmse nt te tels elent ndeu. Scus ndstlsl unsed, Clestn Plce s 440 ceull nted ms ndsutes. Wtn u m t Clestn Plce, ull eel eectl elxed

    wt te el Euen desn nd stn mble bt. ke vtul tu te tel t www.charlestonplacehotel.com.

    Resevtn dedlne s June 24, 2010. Rm esevtns eceved te ts dte wll be cceted n sce vlblebss nd m be subject t tel ck tes.

    F esevtns cll (800) 831-3490 eml [email protected] nd mentn te Assctn Publcesues t eceve te u tes.

    Snle (1 esn) - $175.00Duble (2 esn) - $175.00Sleeping room rates do not include a 12.5% state and local tax, tax rates aresubject to change.Children under the age of 18 will not be charged as an adult.Please inform reservations if booking includes children.

    Pkn s vlble n te enclsed mult-level kn e djcent tte tel. Sel-kn s $12/d (cs nl); vlet s $25/d ced tte m.

    Resevtns eque ne (1) nt dest (ncludn tx) wt mjcedt cd. Dests e eundble ntce cncelltn s eceved bte Htel Resevtn Detment t lest 72 us t te exectedvl dte. Guest ceck-n s 4:00 .m. nd ceck-ut s 12:00 nn.

    Recentl vted Best Ct Htel S n Nt Amec b edes vel + Lesue mzne, te S t ClestnPlce vdes te best evetn n elent elxed suundns. Enj te use te cmeensve elt

    club, equed wt beutul nd/utd l, sun, Jcuzz, msse sevce nd mn te custmzedtetments. F vlble s ckes nd cn, vst www.charlestonplace.com/web/ocha/spa.jsp.

    Ate sensul nd elxn s tetment, dscve n exclusve selectn ss n te mn lbb. Fm -endcltes t umet ccltes, tee s smetn evene ln ts tesue tve ved mecnts.

    At m te sttel elence nd st clss cltes, Clestn Plce s knwn ts ele. Pvdn meccbleesnlzed sevce s te llmk Suten Hstlt nd ne te mn esns w uests etun e tee.

  • 8/9/2019 Final APT 2010 Brochure

    15/18

    Additional Training Program Registration

    Course Registration Form

    NAME (as it will appear on badge) ____________________________________ TITLE/POSITION _______________________

    ORGANIZATION/COMPANY ___________________________________________________PHONE___________________

    DDRESS______________________________________CITY _______________________STATE_________ ZIP________

    E-MAIL ADDRESS (REQUIRED)_________________________________________________________________________

    IRST TIME ATTENDEE YES NO

    Conference Registration Fees

    Additional Training Program Fees:

    Additional training program fees are separate from annual conference registration and fees.

    APT US&C

    Active Member

    Non-APT US&C

    Member

    Certified Public Funds Investment Manager (CPFIM) Accreditation

    Sunday, July 25, 2010 $175 $260

    Cash Handling Seminar, Tuesday, July 27, 2010 $65 $75

    Conference Registration Fees: Please Check One:

    Early Registration

    (Postmarked and paid by

    February 28, 2010)

    Advanced

    Registration

    (Postmarked and paid by

    April 30, 2010)

    Full Registration

    (Postmarked and paid

    by June 30, 2010)

    Late Registra

    (Postmarked and

    after June 30, 20

    Public Sector APT US&C Active Member (Includes the Sunday,

    July 25, 2010, International Academy)

    $350 $385 $435 $485

    Public Sector Non-APT US&C Member (Includes the Sunday,

    July 25, 2010, International Academy) $450 $485 $535 $585

    nternational Academy Beginning (only)

    Sunday, July 25, 2010 $75 $75 $75 $75

    nternational Academy Intermediate (only)

    Sunday, July 25, 2010 $75 $75 $75 $75

    One Day Pass (includes day session tracks, and day meals) $200 $200 $200 $200

    NEWGuide to Internal Controls, Tuesday, July 27, 2010 $70 $80

    Coasting the Current Trends in Public Treasury

    45th APT US&C Annual Conerence

    Charleston Place Hotel Charleston, South CarolinaJuly 25-28, 2010

    Course Registration Form

    Conerence Registration Fees

    Additional Training Program Registration

    AcademyIntermediate (only)Treasury

    Academy Beginning (only)Treasury

  • 8/9/2019 Final APT 2010 Brochure

    16/18

    Total Fees (All fees in U.S. funds)

    Guest Registration

    The APT US&C is unable to fax confirmations due to the volume of registrations.

    Print name(s) of additional guest(s).

    _______________________ ________________________First Name Last Name

    _______________________ ________________________First Name Last Name

    _________________________ ____________________First Name Last Name

    _________________________ ____________________First Name Last Name

    Method of Payment: Please Check One:

    Payment by Check

    Payable to Association of Public Treasurers of the U.S. & Canada

    Mail to: APT US&C 962 Wayne Avenue, Suite 910 Silver Spring, MD 20910

    Payment by Credit Card

    Fax to: (301) 495-5561 ORscan the completed form and e-mail it to: [email protected].

    Mail to: APT US&C 962 Wayne Avenue, Suite 910 Silver Spring, MD 20910

    VISA MasterCard

    ____________________________________________________________________________

    Name on Card

    ___________________________________________________ ________________________

    Card Number Expiration Date

    ____________________________________________________________________________

    Signature

    REFUND POLICY: All cancellations must be in writing and postmarked prior to June 15, 2010. These are subject to a $100.00 servicecharge. Refunds will not be issued on cancellations postmarked after June 15, 2010. To accommodate our delegates, substitutions will beaccepted from the same city/firm up to June 15, 2010. After this time a charge of $20 will be applied for any substitution. A $20 cancellatiofee will be applied to guest cancellations postmarked on or before June 15, 2010. No refunds will be issued for guests on cancellationspostmarked after June 15, 2010.

    Note: Each Public or private representative must register as a conference participant and may NOT attend as a guest. All other individualmust register if they wish to attend conference meals, sessions, and social events.

    Conference Registration: $ _________

    Additional Training Program(s) Registration: $ ____

    Sub Total: $ _________

    $150 per individual, inclusive to include all breakfasts, breaks,

    luncheons, and Installation Reception/Dinner $150 x ____ = $ _________

    $25 per individual, Awards Luncheon $25 x ____ = $ _________

    $60 per individual, Installation Reception/Dinner $60 x ____ = $ _________Total Fees: $_________

    Spouses, children, family and friends must register as Guests if they will be attending meal functions. They must have a badgeand ticket to participate.

    Guest Registration

    Total Fees (All ees in U.S. unds)

    Method o Payment: Please Check One:

  • 8/9/2019 Final APT 2010 Brochure

    17/18

    Charleston Fun Facts

    Clestn ws unded n 1670 nd s te ldest ct nte Clns nd Ge.Clestn bult Amecs st l cuse, HlestnGeen, nd nzed te st club, te Sut ClnGld Club n 1786.

    Te wlds st successul submne ttck ccuedn Clestn b n 1864 wen te Cnedetesubmne H. L. Hunle snk te Unn wsHustnc.Te st e nsunce cmn n Amec, te FendlScet Mutul Insunce Huses Anst Fews unded n Clestn n 1736. It ws bnkutedn 1740 b te et e tt dested me tn 300buldns.Te Best Fend Clestn, te ntns st eullsceduled tn en ssene sevce, nted mClestn n 1830. It ws te wlds lest wen te140 mle l lne ws cmleted t Hmbu, nw NtAuust. Amecs st ecnzed wmn tst, ClestnsHenett Jnsn, ben ntn tts n 1707.Mddletn Plce, c. 1741, etues Amecs ldestmll lndsced dens.Te st esctn du ste ben etn n 1780n Clestn.Onzed n 1773, te Clestn Museum Scet ws

    te st n Amec.Cteed n 1785, te Cllee Clestn s te ldestmuncl cllee n Amec. It s nw stte scl.Te Clestn Met Cmbe Cmmece, nzedn 1773, s te ldest cntnuusl unnn, munclCmbe n te U. S.

    In 1786, Ande Mcux ntduced mms, cmtle nd te lve t te Clestn e.In 1851, tcl ce ws st mde n ClestnJn Ge.Te st decsve Amecn vct te Ame

    Revlutn ws te Bttle Ft Sullvn n SullvIslnd.Fmed n 1749, Cnetn Kl Kds, BElm s te secnd-ldest snue n te U. S. te ldest n cntnuus use.Old St. Andews Ps Cuc, unded nd bu1706, s te ldest suvvn cuc n te Clns.Evenes vte fwe, te nsett, ws ntdub Jel Pnsett Clestn n 1833 te e bum Mexc, wee e seved s U. S. Ambssd.Clestnn Anne Bnn ws Amecs st emte, temn wt Blckbed, Gentlemn Stede Bnd Clc Jck.Se-cb su nted n Clestn nd ws ceb Wllm Des, butle me M R. GdRett. M Rett entetned Pesdent Wllmt, w eled mke te su mus.Cmleted n 1742, Dtn Hll nw stnds s te ldest nd nest exmles Gen Pllctectue bult bee te Amecn Revlutn.Te Clestn en s me t te Anel Ok, w

    s Sut Clns ldest lve k tee.Sut Clns st cmmecll wn c nd.

    Temperature

    Te vee dl temetue n Clestn, Sut Cln dun te mnt Jul s 81.5 deees Fenet.Te vee lw s 27.5 deees Celsus.

  • 8/9/2019 Final APT 2010 Brochure

    18/18

    Association of Public Treasurersof the United States and Canada962 Wayne Avenue Suite 910Slve Sn, MD 20910