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The 54th Annual Conference of the Association of Public Treasurers of the United States and Canada was held in beautiful and entertaining Oklahoma City. As treasury professionals, "The Sky's the Limit” theme matches our expectations to always deliver the best financial advice to our municipalities and organizations while reaching new heights. If you attended the conference and never took the final evaluation, please share your thoughts by taking this short survey. We appreciate your feedback so that we can keep improving. Download your Point Tally Sheet for maintaining your state certification or the CPFA/ACPFA. If you're a CPA, you can use the Certificate of Completion to submit Annual Conference classes for review. Materials: Click on the following topics for speaker resources from some of the presentations.
We especially appreciate our sponsors and exhibitors for helping provide all the opportunities of the conference to our attendees. Please see the 2019 sponsors listed below.
Diamond Sponsor
The Baker Group • 405.415.7200• gobaker.com Since 1979, The Baker Group has provided investment portfolio and interest rate risk management to community banks nationwide. Our approach of total resource integration utilizes software and products developed by Baker's Software Solutions along with the firm's investment experiences and advice. One phone call allows you to discuss both your interest rate risk and investment portfolio strategy. The Baker Group has offices in: Oklahoma City, Oklahoma; Austin, Texas; Salt Lake City, Utah; Springfield, Illinois; Indianapolis, Indiana; Atlanta, Georgia; and Long Island, New York. Our experienced Public Finance team takes the time to listen and understand your specific needs while providing expertise in: capital planning, rating agency and credit enhancement strategies, financial policy development and financial modeling, public and private bond underwriting, bank and private placement financing, municipal portfolio and investment services, and continuing disclosure services.
Platinum Sponsors
BOK Financial Corporation • 918.588.6317• bokfinancial.com We've been helping our customers succeed for more than 100 years - since our founding in 1910. We offer a variety of different services from private banking and wealth management to financing, treasury solutions and institutional investment services. Let us help you find the right service to reach your goals.
Multi-Bank Securities, Inc. • 248.455.7397 • mbssecurities.com MBS is a veteran-owned business and fixed-income securities broker-dealer. We provide clients with financial instruments such as U.S. Treasuries, agencies, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and commercial paper. Our online investment platform, eConnectDirect®, has been endorsed by NACo as an essential tool for public treasurers.
Gold Sponsors
Hilltop Securities • 214.953.4156 • hilltopsecurities.com Providing exceptional financial adviser services to more than 1,600 clients across 29 offices in 17 states, our financial advisory professionals work together across geographical and practice group boundaries to help you receive the benefits of the entire firm's expertise, including: the firm's collective specialized expertise, local knowledge and national experience, accessible professionals and quick responses, direct participation in the capital markets to afford financial advisory clients with real-time local and national market sensitivity to make informed decisions. Our house expertise in arbitrage rebate, government investment pools, investment advisory, disclosure, trading and municipal underwriting is readily available to each financial advisory client.
Robinson Capital Management • 313-821-7000 • robinsonfunds.com An independent investment advisor specializing in developing traditional and alternative fixed income solutions. Our investment approach employs both fundamental and value techniques to best identify positive risk/reward opportunities and to maintain a consistent and disciplined approach. We tailor portfolio objectives to each client’s specific requirements.
Silver Sponsors
Raymond James • 800.564.2249 • raymondjames.com
JP Morgan • 212.270.6000 • jpmorgan.com
Bronze SponsorsFTN Financial • 901-435-8757 • ftnfinancial.com Insight Investment • 212.365.3191 • insightinvestment.com We strive to build relevant solutions to meet the expectations of clients with sophisticated needs. At the heart of our investment philosophy is a determination to offer clients innovative solutions that aim to deliver mutually agreed outcomes; this has shaped our investment platform and enabled us to stay at the forefront of investment innovation. Municipal Finance Services • 405.340.1727 • mfsok.com Serves exclusively as Financial Adviser for communities, public school districts, state agencies and other governmental entities throughout the State of Oklahoma. We evaluate funding options for clients in an objective and independent manner.
Conference Support Chase Business Banking - Government and Non-Profit • 405.440.8514 Commerce Bank • 855.659.1656 • commercebank.com Governing • 916.932.1300 • governing.com Oklahoma Municipal Retirement Fund • 888.394.6673 • okmrf.org |
