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President’s Message

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Shari L. Freidenrich, CPA, CCMT, CPFA, ACPFIM
APTUSC President

I am honored to be the Association of Public Treasurers of the US & Canada’s (APT) 48th President and the 10th President from the state of California.  I have been a member since 1996, shortly after I entered public service, when I joined both the California Municipal Treasurers Association (CMTA) and APT.  I came from private industry and did not have a background in the public sector, so learning about public sector treasury management was very important to me.  In 1966, CMTA held an annual conference in Palo Alto, California, and invited cities nationwide with populations over 10,000 to attend.  That first year, 20 out-of-state municipal Treasurers attended the conference and shortly thereafter, APT was established.  APT compliments the State and Canadian Affiliates of which there are 18, by providing many services, some that are not offered by the Affiliates.  In addition, APT provides quality treasury management education, professional accreditations, peer interactions, and professional connection opportunities for treasurer and finance officials.

My goals this year are to strengthen our relationship between our 18 Affiliate associations by providing resources to their members in areas where APT excels, such as cash handling training classes, investment policy certifications, and our international accreditation programs CPFA and CPFIM.  We plan to highlight each of our 18 Affiliates in the upcoming newsletters this next year.  In addition, I plan to strengthen the relationship with our corporate members, and the Board has approved that the CMAC Chair, Lisa Marie-Harris, can attend all Board meetings, to ensure we listen and respond to their valuable input.  With Board approval, I have directed our Membership Chair, Helen Schmidlkofer, to implement a membership drive where an individual and/or Affiliate with the most new members will receive a free conference registration.  More details on this to come.

Next, I established a professional accreditation sub-committee to consider a Certified Cash Handler Accreditation that would complement our existing, and very popular, cash handling class, by having a test at the end of this training.  All over the country, we are reading about misuse of public funds and this class is critical to ensure your agency has proper segregation of duties and controls in place to protect public funds.

Finally, my goal is to ensure fiscal soundness of our Association.  Our Board approved a change in our service delivery model that will focus our resources on providing quality treasury educational training to meet the ever challenging needs of our treasury public officials.  If you have any questions, please feel free to contact me or any of the Board members as we make this transition.  Our contact information is on the website at www.aptusc.org.

 
 
 

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