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Certified Public Funds Investment Manager (CPFIM) Accreditation Program

The CPFIM is a nationally recognized accreditation focused on the fundamentals of investing public funds. Who should attend:
the investment of public funds. Participants will learn basic level state and local government treasurers, business managers,
skills, tools, and fundamental concepts of investment portfolio investment officers, cash managers, finance officers, and
management. The course is designed for participants who have employees who serve in similar roles. A continental breakfast,
limited knowledge of cash management and public funds boxed lunch, and afternoon snack will be provided.
investing, and those looking to expand their knowledge base on

Treasury Academies: Beginner & Advanced

These intense, all-day seminars serve as basic training classes for Understanding the Audit Process. The Advanced Academy will
new treasurers or great refresher courses for experienced include classes such as: How to Deal With Office Issues,
treasurers. The Academies provide continued educational Financial Forecasting, Advanced Investing, and Identity Theft. A
opportunities and points toward the CPFA certification. The continental breakfast, boxed lunch, and afternoon snack will be
Beginner Academy will include classes such as: Role of the provided.
Treasurer, Budget Preparation, Basic Investing, and

Five APT US&C Training Programs are offered on Tuesday Fund Balance Reserve Policy Certification - This is APT
afternoon and registration includes purchase of the manual. US&C’s NEWEST certification. In conjunction with
establishing a debt policy, rating agencies are looking for fund
The Guide to Internal Controls - This program balance reserve policies.
features APT US&C’s NEWEST manual, which
complements our successful internal controls Advanced Certified Public Funds Investment Manager
checklist. The checklist has been updated and (ACPFIM) Accreditation Program - After completion of the
incorporated into a training manual to assist CPFIM, APT US&C recommends successful completion of the
attendees on the importance of proper internal ACPFIM. The first module of the ACPFIM identifies and
controls and how to apply the checklist to their explains some of the more complex investment choices available
public entities. to the public fund investor, including: Treasury Inflation
Protected Securities (TIPS), Mortgage Backed Securities (MBS),
Cash Handling Certification - Improve your step-up agencies and agency floating rate securities. The second
entity’s cash handling skills by becoming a module of the ACPFIM illustrates how to analyze your current
certified cash handler. Once you complete the investment portfolio with Excel and other software tools. After
certification process, you can train your staff and your portfolio has been analyzed for current and potential risks,
improve your organization’s cash handling we will discuss repositioning to mitigate risk.
operations. APT US&C’s Cash Handling
Seminars have been presented to over 5,000 cash An afternoon snack will be provided during the additional
handlers throughout the United States. training programs.

Debt Policy Certification - Utilizing APT APT US&C has many training opportunities and manuals
US&C’s Debt Policy Manual, this program available for additional training through the Public Treasury
assists you in certifying your organization’s debt Institute. These training programs are held at various state
policy by establishing debt financing policies for institutes and conference. For more information on additional
your organization considering today’s tighter training held at various state institutes and conferences, please
regulations and laws. contact Stacey Crane, Public Treasury Institute, at (301) 229-
6566 or stacey@publictreasuryinstitute.com.
Investment Management Track
These sessions are designed to bring public funds managers the latest developments in the area of investing public funds.
These sessions will be valuable to managers of all experience levels. Topics will range from basic investing for public funds managers to more
sophisticated portfolio management strategies. Sessions on Portfolio Risk and Diversification, Investment Policy Formulation and
Implementation, Yield Curve Analysis and Investment Reporting and Accounting are just a few of the topics to be covered in this track.

Cash Management Track


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

Information Technology Track


Information Technology or “IT” includes computer hardware and software, operating systems, Web-based information and applications,
telephones and other telecommunications products, video equipment and multimedia products, information kiosks, and office
products. The APT US&C conference will provide training, demonstrations, and the latest trends in information technology through a variety of
educational sessions and interaction with exhibitors. Learning to leverage technology to enhance accountability, accuracy and improve
performance is critical to managing financial resources. Some of the topics to be covered at this year’s conference include Data Security,
Outsourcing Information Technology, Going Green in the Workplace and Cyber Crime.

Debt Management Track


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

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 Schuller’s 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 Cross’s 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 Magazine’s 2009 Public Official of the Year; City and County Magazine’s
2008 Municipal Leader of the Year, for his efforts to rebuild his community “green”. Greensburg’s 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 CPE Credits) Tuesday, July 26 (8 CPE Credits)


8:00 am - 4:00 pm CPFIM Program (8 CPE credits) 6:30 am - 7:30 am Fun Run/Walk
8:00 am - 5:00 pm Board of Directors Nominating Interviews 8:00 am - 9:45 am Partnership Recognition Breakfast featuring
8:30 am - 9:30 am Treasury Academy: General Session Speaker, Steve Hewitt
Beginner and Advanced (1 CPE credit) ( 1 CPE credit)
9:45 am - 10:45 am Treasury Academy: 9:45 am - 11:00 am Disaster Preparedness Seminar
Beginner and Advanced (1 CPE credit) (1.5 CPE credits)
10:45 am - 11:45 am Treasury Academy: 11:00 am - 11:30 am Break with Exhibitors
Beginner and Advanced (1 CPE credit) 11:30 am - 1:00 pm Survivor Speaker Panel (1.5 credits)
11:45 am - 1:00 pm Lunch (Training includes a boxed lunch) 1:15 pm - 5:15 pm Additional Training Programs
1:00 pm - 2:00 pm Treasury Academy: (Cash Handling, Internal Controls, Debt
Beginner and Advanced (1 CPE credit) Policy, Fund Balance Reserve, and
2:00 pm - 5:00 pm Committee Meetings Advanced CPFIM) (4 CPE credits)
5:00 pm - 6:00 pm New Member’s Welcome Reception 6:00 pm - 8:00 pm Tuesday Evening Event
6:00 pm - 8:00 pm Opening Reception
Wednesday, July 27 (7 CPE Credits)
Monday, July 25 (4.5 CPE Credits) 7:00 am - 8:00 am Full Buffet Breakfast
7:00 am - 8:00 am Continental Breakfast 7:00 am - 9:00 am Advanced CPFIM Program Testing
7:00 am - 8:00 am Board of Directors & Committee Chair 8:00 am - 9:50 am Concurrent Sessions (2 CPE credits)
Breakfast 10:00 am - 10:30 am Annual Business Meeting
8:00 am - 9:00 am Opening Session 10:30 am - 11:00 am Morning Break
9:00 am - 10:00 am Keynote Speaker, Todd Huston 11:00 am - 11:50 am Concurrent Sessions (1 CPE credit)
10:00 am - 10:30 am Break with Exhibitors 12:00 pm - 1:00 pm Past Presidents’ Luncheon
10:30 am - 11:20 am Concurrent Sessions (1 CPE credit) 1:00 pm - 4:50 pm Concurrent Sessions (4 CPE credits)
11:30 am - 1:00 pm Treasurer-to-Treasurer Workshops 3:00 pm - 4:30 pm Board of Director’s Meeting
(1.5 CPE credits) 6:00 pm - 7:00 pm President’s Reception
1:00 pm - 3:00 pm Awards Luncheon 7:00 pm - 11:00 pm Installation Banquet
2:00 pm - 4:00 pm CPFIM Program Testing
3:00 pm - 3:50 pm Concurrent Sessions (1 CPE credit) Total 27.5 CPE credits and up to 13.20 CPFA points
4:00 pm - 4:30 pm Break with Exhibitors
4:30 pm - 5:20 pm Concurrent Sessions (1 CPE credit)
6:00 pm - 8:00 pm Monday Evening Event

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.
Sunday, July 24, 5:00 pm - 6:00 pm
New Member’s Welcome Reception - Cox Convention Center
We invite all new APT US&C members and/or first time Annual
Conference attendees to join the Board of Directors, Committee and
Sub-Committee Chairs, and Headquarters’ staff for a casual reception at
the Cox Convention Center. Take advantage of this time to meet fellow
attendees, network and build relationships over appetizers in this relaxing
setting. Whet your appetite before strolling through the convention center
to the Opening Reception.

Sponsored by:

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


An Evening in the Sky - Petroleum 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 pm - 8:00 pm

An Evening of Oklahoma Wonders - Cox 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 City’s 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 everybody’s 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:
Monday, July 25, 8:00 pm
Multi-
Multi-Bank Securities, Inc. Hospitality Suite - Lee Suite
Immediately following “An Evening of Oklahoma Wonders,” stop by
and catch up with your colleagues at the APT US&C hospitality suite,
hosted by Multi-Bank Securities. This is the perfect place for quiet
conversation among old friends or new acquaintances over
refreshments and snacks. Skip Facebook and get your “status updates”
face-to-face.

Sponsored by:

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


An Evening in Memory - Oklahoma City National Memorial & Museum
The Oklahoma City National Memorial & Museum is a tribute to those who were killed,
those who survived and those who were changed forever by the April 19, 1995 bombing
of the Alfred P. Murrah Federal Building. The 30,000-square-foot Memorial Museum
allows attendees to experience that day and those that followed through the voices,
images and artifacts of survivors, family members and rescue workers. After your tour
through the Memorial and Museum, stop by the Center for Education and Outreach to
enjoy a reception featuring heavy hors d’oeuvres and music.
The Memorial Museum takes visitors on a chronological, self-guided tour through the
story of April 19, 1995, and the days, weeks, months and years that followed the bombing
of Oklahoma City's Alfred P. Murrah Federal Building. This is the story of one of the
largest terrorist attacks on American soil. The story is told in chapters, and takes visitors
through this historical event beginning early morning April 19, 1995, and ending with a
message of hope for today.

The Outdoor Symbolic Memorial is a place of quiet reflection. It encompasses the now-sacred soil where the Murrah Building
once stood, as well as the surrounding area devastated during the attack. The symbolism of the site can be seen in the Gates of
Time, Field of Empty Chairs, Survivor Tree, Reflecting Pool and much more.

We encourage the APT US&C attendees to help educate the impact of violence through volunteer opportunities and donations.
The Oklahoma City National Memorial and Museum is a private nonprofit organization, and does not receive any annual
operating funds from the federal, state or local government. The organization is the sole caretaker of this historic and educational
site. Make your donations to the Memorial and volunteer your time at this historic site. For more information visit the Oklahoma
City National Memorial & Museum Web site at www.oklahomacitynationalmemorial.org.

Sponsored by:
Tuesday, July 26, 8:00 pm
MorganStanley SmithBarney Hospitality Suite - Threadgill Suite
Immediately following “An Evening in Memory,” join other attendees and
keep the momentum going with this “after-hours” style special event. Don’t
miss a great opportunity to network with colleagues and an APT US&C
partner.

Sponsored by:

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


President’s Reception & Installation Banquet
Celebrate the end of the 2011 Annual Conference during the
President’s Reception and Installation Banquet where the 2012 officers
will be sworn in and the President will give his presidential address.
Join other APT US&C members as you share a fine dinner, enjoy
music and reflect on the conference with colleagues old and new during
this celebratory event.

Sponsored by:

Tuesday, July 26, 6:30 am - 7:30 am

Fun Run/Walk
This is for everyone...not just the health nuts! Enjoy a relaxing morning
stroll along the Bricktown Canal. During your walk, we guarantee that
you’ll fall in love with Oklahoma City’s western charm. Refreshments
will be provided.
Tuesday, July 26, 1:00 pm

Golf Tournament - Lincoln Park Golf Course


Enjoy an afternoon of world class golf at Lincoln Park
Golf Course in the heartland of Oklahoma City. If you are
a golfer, do not miss the opportunity to showcase your
skills at one of the city’s finest golf courses.

Sponsored by:

Tuesday, July 26, 1:30 pm - 5:30 pm


Get Your Kicks on Route 66
Rev it up as you hit “The Mother Road.” Your kicks begin at StableRidge
Winery. Enjoy and sample international award-winning Oklahoma wines, tour
the vineyards, and hear the interesting story of this Route 66 vineyard. Then,
step your way to the Arcadia Round Barn. One of our nation’s unique
landmarks, the barn was built in 1898 and originally served as a home for
livestock and also as a place where dances were held for the local
townspeople. Finally, meet POPS—the newest, coolest landmark along
Historic Route 66! The store has a record-breaking selection of more than 500
ice-cold sodas and beverages. Cost: $65.00 per person.

Tuesday, July 26, 2:00 pm - 5:00 pm


Adventure 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.
Tuesday, July 26, 2:00 pm - 5:00 pm

Glass Masters
The Oklahoma City Museum of Art is located in the heart of Downtown Oklahoma
City’s Arts District. The Museum is home to an extensive permanent collection of
European and American art, and the Midwest’s premiere repertoire cinema which
presents the finest international, independent, and classic films. Then tour Blue
Sage Studios, a full service glass blowing studio specializing in the production of
art glass, vases, bowls, and sculpture. Blue Sage Studios offers glassblowing
lessons, demonstrations, lampworking (bead making), studio rental, and art glass
for sale. With a love of teaching and a love of glass, guests will witness glass
blowing and learn the process. Always evolving, the studio continues to grow and
develop and has become a destination for lovers and seekers of fine art glass. Cost:
$68.00 per person.

City Slicker
Kick up your boots and rattle your spurs! Deeply rooted in Oklahoma’s
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-
228-8009.
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.
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
Center’s 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.
Annual Conference Partners

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