2021 Annual Conference

The 2021 annual conference in South Bend, Indiana was held on July 18-21, 2021. It was wonderful to see everyone - we hope you had a fantastic time!

The 2021 Conference was APT US&C's first hybrid conference, we look forward to continuing to offer attendance to annual conferences both on-site and online.

Please scroll down to connect with our Gold, Silver, and Bronze sponsors of the 2021 conference. You can also watch the following videos to learn a little more about each sponsor.

Virtual Exhibit - Session 1 (Robinson Capital, Chandler Asset Management, Municode, Autoagent Data Solutions)
Virtual Exhibit Hall - Session 2 (Meeder Investment Management, AllPaid, MindEdge, Flagstar Bank)
Virtual Exhibit Hall - Session 3 (Intellipay, Hilltop Securities, Morton Asset Management, Michigan Class)

Continuing Education: on-site sessions will provide a total of 14.5 hours and online sessions a total of 10.5 hours of continuing education. Point tally sheets and attendance rosters will be available to attendees. If you track CPE points, a certificate will also be available that you can use to self-report your credits based on your state's reporting guidelines. 

       

Conference Sponsors - Gold

Autoagent Data Solutions • 877-932-8478 • autoagent.com

Autoagent is a patented cloud-based system that efficiently processes property tax payments from Escrow companies, banks, mortgage companies and individual homeowners. Autoagent is free for the Tax Offices and works between them and the payers. Autoagent blocks duplicate payments, stops payments errors and has proven to eliminate 95% of the refunds the Tax Offices experience.

 

Hilltop Securities • 214.953.4156 • hilltopsecurities.com

Providing exceptional financial advisor 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.

 

Meeder Investments • 866-633-3371 • meederpublicfunds.com

Founded in June 1990, Meeder Public Funds has served the investment needs of public entities for over 25 years. Meeder Public Funds Inc., a subsidiary of Meeder Investment Management, is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Our sole focus is providing fixed income investment advisory services to state and local governments, non-profits and similar institutional investors.

 

Robinson Capital Management • 313-821-7705 • robinsonfunds.com

Robinson Capital is an independent fixed income investment advisor that seeks to identify long-term trends and favorable risk/return scenarios using multiple fixed income strategies.

 

Visit South Bend • 800-519-0577 • visitsouthbend.com

Visit South Bend Mishawaka promotes tourism and develops the visitor experience in St. Joseph County, Ind., as the lead destination organization. It partners with planners to execute conferences, conventions and meetings from request for proposal through event execution.


Conference Sponsor - Silver

Public Trust Advisors, LLC - Michigan CLASS • 517-719-4503 • publictrustadvisors.com

Public Trust Advisors, LLC (Public Trust) is an investment advisory firm based in Denver, Colorado that provides investment management services for the public sector including the management of local government investment pools and separately managed accounts. Public Trust offers public sector clients high-quality, cost-efficient investment management services that rely on market experience and proven processes. With coverage spanning the nation, Public Trust works closely with thousands of local governments to develop and implement comprehensive and highly communicative investment strategies that best meet our clients’ needs.

 

Conference Sponsors - Bronze

IntelliPay • 855-872-6632 • intellipay.com

Founded in 2004 as GovTeller, now IntelliPay, we are a technology provider in end-to-end payment solutions. Through its customizable cloud-based payment suite and alternative fee-based options, IntelliPay is expanding the payments processing industry by offering a full range of unique, technology-driven payment solutions for online and card-present transactions.

With over 16 years of government payment technology experience, an annualized transactional volume of $2 Billion in 2020, and 25 employees, IntelliPay is large enough to support any enterprise opportunity and small enough to provide the individualized support that public sector merchants desire.

Flagstar Bank• 888-254-5417 • flagstar.com/governmentbanking

Managing the public’s money is an important responsibility. Flagstar Bank’s Government Banking team has been partnering with the public sector for more than two decades. With over 100 years of combined experience, we understand that one size does not fit all. Let us build a solution that’s customized for you. It’s what we do, and another reason why Flagstar Bank is recognized as one of Forbes 2021 Best Banks in America.

What Your Peers Had to Say

“This is a wonderful conference - the sessions were lively and informative. Seeing my colleagues in-person was especially gratifying. Thank you so much for this great event!”

“Great sessions - I really enjoyed the speakers as they were relevant, engaging, and understood that there was a broader audience than what was just in front of them. I'm looking forward to more training with APT US&C to supplement what I get from my state organization.”

“You guys keep finding ways to set the bar so HIGH!”

“It was done so well, I loved that I received a package before the conference so I felt I was a part of it, and I just thought it was planned and executed so well. Well done!”

Comments are from in-person and virtual attendees of the 2021 conference.