It is with heavy heart that I share the sad news of the passing of Mary Ulrich, former Peoria Treasurer and IMTA President (1987/89). IMTA will send flowers to the service of Mary “Mother of IMTA”.

Our prayers go out to Mary and her family.
Michael Peterson

Mary Ulrich Retirement

Mary’s Retirement Day 
(Brad Bettenhausen and I visited Mary on her last day of work)

President's Message
by Bob Ponkilla

For all the benefits and friends I’ve gained as a result of my relationship with the APT over the years, it’s truly an honor to be given the opportunity to give back to the organization as your President. It’s my privilege to serve and represent you, our members, and I’ll do everything possible to earn your trust and support in the coming year. This isn’t a responsibility that I take lightly as I know the work we do is important and can have a significant impact on our communities. What we do comes with a great responsibility to make sure we get it right.

President's Message
by Ashley VanDeburgh

In just two months, we will be in Orlando for the 52ndAnnual APT US&C Conference.  The conference will be held July 23-26, 2017, at the WALT DISNEY WORLD SWAN AND DOLPHIN RESORT.  It is the perfect venue for both a first rate educational program and lots of activities and restaurants close by for when the conference is done for the day. 

Platinum Sponsors

Multi-Bank Securities, Inc

It is with heavy heart that I share the sad news of the passing of Mary Ulrich, former Peoria Treasurer and IMTA President (1987/89). IMTA will send flowers to the service of Mary “Mother of IMTA”.

Our prayers go out to Mary and her family.
Michael Peterson

Mary Ulrich Retirement

Mary’s Retirement Day
(Brad Bettenhausen and I visited Mary on her last day of work)

Mary Ulrich Conference

Municipal Treasurers Association 2001 Annual Conference
Mary loved this photo of the Past Presidents (IMTA & MTA) worshiping her. We bowed down on our knees and chanted “We are not worthy”. Mary laughed “Ok you boys, get up, your embarrassing me”. Then she turned and whispered with a giggle “I really did enjoy that”.

Funeral Home> Mary’s webpage: http://hurdfamilyfunerals.com/tribute/details/5131/Mary-Ulrich/photos.html#content-start

Obituary: http://www.legacy.com/obituaries/pjstar/obituary.aspx?page=lifestory&pid=186901896

PEORIA - Mary A. Ulrich, age 81, passed away on Sunday, October 8, 2017, at her home in Peoria.
She was born to the late Glen and Daisy (Smith) Horr on May 8, 1936, in Peoria. She married Harry L. Ulrich in Indiana in 1963. He preceded her in death on May 24, 1980.
She was also preceded in death by her daughter, Jean Johnson; son, Mitch Ulrich; brother, Bobby Horr; and sisters, Wanda Vanardi and Jean Nebergall.
Mary is survived by her sons, Harry (Cheryl) Ulrich of New Athens and Rick (Cathy) Ulrich of Trivoli; grandchildren, Bonnie (Mark) Meinders of Washington, Robert (Jessica) Johnson of East Peoria, Matthew Ulrich of Mapleton, Jillian (Christopher) Hansen of Spring Bay, Jessica (Eric) Force of Washington, Rachel (JF) Ferretti of Finnemore, WI, Robert Kessler of Davenport, IA, Rick (Crystal) Ulrich of Pekin and Katelynn Kessler of Peoria; numerous great-grandchildren; and sisters, Elizabeth Newton of Canton and Judy (Don) Woodcock of Trivoli.


Mary graduated from Canton High School and attended Midstate College. She was Manager of Peoria City Employees Credit Union for 8 years before working as City Treasurer for 22 years. She was proud of the way she grew the Firemen's Pension for the City of Peoria. Mary was active on the Board for Boys and Girls Club of America, was past President of the National Treasurers Association, past Director of Municipal Treasurers Association of the United States and Canada, Proclamation President of Municipal Association, and a member of Illinois Municipal Treasurers Association. Mary received a Trustee Program Certificate of Completion, as well as a special service award for her achievements and commitment. She was a Certified Financial Administrator and a Certified Municipal Illinois Treasurer. She was awarded the Charlotte Danstrom Women of Achievement Award. She was a lifelong Christian and a member of Living Waters Lutheran Church in Peoria. She enjoyed traveling Europe, spending Saturday nights watching movies with her girlfriends, volunteering, collecting angels and hosting Christmas Eve for her family.


A funeral service for Mary will be held at 10 a.m. on Thursday, October 12, 2017, at Living Waters Lutheran Church. Pastor Mark Anderson will officiate. Visitation will be held at Cumerford-Hurd Funeral Home on Wednesday, October 11, 2017, from 5 to 7 p.m. Burial will be held at Lutheran Cemetery.

Memorial donations in honor of Mary may be made to the American Lung Association or National Parkinson Foundation.

Mary's online memorial website may be viewed at www.cumerford.com.
Published in Peoria Journal Star from Oct. 10 to Oct. 12, 2017

 

Publications, Manuals and Seminars

The APT US & C coordinates offers training seminars and publishes educational training manuals for the membership and other public treasury officials.

APT US & C members receive discounts on training manuals. The manuals and seminars are internationally recognized and are written and taught by public finance professionals.

Topics include Cash Handling, Internal Controls, Disaster Preparedness, Fraud, Debt Policy, Investment Policy and Revenue Collections.

 

CPFA Certification must be maintained every five years.

The following APT US&C Members maintained their CPFA credential this past year:

Timothy J Arends City of Traverse City, MI
Kathryn M. Baker City of Clawson, MI
Elizabeth Barnebee Gladwin, MI
Wendy C. Bonzo Cedar City Corporation, UT
Deanna C. Brklacich City of St. George, UT
Sharry A. Budd Charter Township of Van Buren, MI
Dennise Ann Clippert City of Sylvan Lake, MI
Lynn V. Coulam Hyrum City Corporation, UT
Nancy Culp Kalamazoo, MI
Joe Dunham City of Frederick, OK
Diane Rose Giddens City of Marquette, MI
Gail A. Glennie City of Walled Lake, MI
Gail G. Harris Beaver City Corporation, UT
Janet Kay Hollinrake City of Kentwood, MI
Susanne M. Krawczyk City of Montague, MI
Jack C. Krise Jr. City of Parma, OH
Renee' Toni Lubbers Holland Charter Township, MI
Kristy K. Mattson City of North Muskegon, MI
Betty W. McEntire Santa Clara City, UT
Katherine Elizabeth Metropoulos Saginaw Charter Township, MI
Angela S. Myers City of Tallmadge, OH
Cheryl Lynn Neu City of Leslie, MI
Joyce I. Neubauer Texas Charter Township, MI
Richard L. Osborne City of Tallmadge, OH
Linda L. Osiecki City of Rochester Hills, MI
Brendra L. Schneider Town of Superior, MT
Dorothy Ilene Silver City of Keego Harbor, MI
Bethany Jo Smith City of Grand Blanc, MI
Jan Marie Steggerda Park Township, MI
Claire B. White Spanish Fork City, UT
 

In 1979, APT US&C formulated a professional certification program designed to recognize individuals who demonstrate a strong knowledge in the field of public finance and who show exemplary performance within the treasury management profession.

In order to earn the prestigious CPFA credential awarded by the Association, an eligible Active Member must meet specified educational and experience standards. The CPFA Certification Committee reviews applications and presents the awards at the Annual Conference.

The following APT US&C members earned the CPFA designation in 2004-2005:

Brigette Ilene Baird City of Woodward, OK
Gail Marie Budrow-Bradstreet City of Marshall, MI
Carol A. Burnard City of Logan, UT
Patricia Darlene Carcone Charter Township of Lyon, MI
Seepersaud Chircut City of Miami, FL
Kristen Colson Lindon City, UT
Cheryl A. Culpepper Charter Township of Independence, MI
Frances Rosemary DeWyse City of Essexville, MI
Robert Gallagher Midvale City, UT
Sharon J. Goodman City of Olmsted Falls, OH
Valerie Hagerstrom Milford Township, MI
Cindy L. Hanson Eureka Charter Township, MI
Geri Harmon Charter Township of Brighton
Connie Hoverman Auburn, MI
Fern Michelle Jackson City of Brighton, MI
Carrie Whetstone Johnson City of Orangeburg, SC
Gay Elaine Krouse City of Fremont, MI
Sherry Lynn Laier Santa Clara City, UT
Julie Ann Miller Village of Mt. Zion, IL
Rhonda Kathleen Miller City of Othello, WA
Cynthia Minster City of Louisville, OH
Cindy B. Nielson Orangeville City, UT
Kathy Ann Nowak Blair Township, MI
Richard Patrick City of Burlington, WA
Enid L. Pierson City of Harper Wood, MI
Marian Lindsay Pritchard Green Oak Township, MI
Larry E. Rose City of Ashland, OH
Terry Rae Sharp City of Kellogg, ID
James Scott Simpson City of Miami, FL
Gerald A. Skrzycki Huron Charter Township, MI
Sherry L. Steinwedel City of Milan, MI
Janice Lynn Thelen Watertown Charter Township, MI
Anna Marie Tomasek City of Ashland, OH
Jo Ann Whitman West Yellowstone, MT
Henry Young, III City of Jackson, MS
 

The Association congratulates the following governments:

Miami, FL
Santa Clarita, CA

 

The Association congratulates the following entities for their success in developing a written investment policy, which meets the criteria set forth by APT US&C’s Investment Policy Certification Program.

Recipients of APT US&C’s Investment Policy Certification:

State of Alabama, Alabama
Alameda/Contra Costa Transit District, California
Beach Cities Health District, California
City of Costa Mesa, California
City of Glendora, California
City of La Habra, California
Orange County Sanitation District, California
City of San Buenaventura, California
City of San Clemente, California
Santa Clara Valley Transportation Authority, California
City of Santa Clarita, California
City of Santa Monica, California
City of Simi Valley, California
West Valley Water District, California
City of Whittier, California
Orange County, Florida
City of Palm Bay, Florida
Charter Township of Highland, Michigan
Charter Township of Oshtemo, Michigan
Metropolitan St. Lousi Sewer District, Missouri
City of Las Vegas, Nevada
The City of Guelph, Ontario
City of North Richland Hills, Texas
R.E. Thornason General Hospital, Texas
Provo City Corporation, Utah
Springville City, Utah
Fairfax County, Virginia
County of Loudoun, Virginia
Cross Valley Water District, Washington
Sound Transit, Washington

 

CPFA Certification must be maintained every five years.

The following APT US&C Members maintained their CPFA credential this past year:

Susan J. Arnold City of Hillsdale, MI
Todd M. Blake City of Fremont, MI
Rand D. Bowman Southcentral Michigan Planning Council, MI
Jan M. Burdue City of Medina, WA
Robert T. Burton City of Logan, UT
Deborah S. Card City of Peoria, AZ
Teresa A. Cischke City of Plymouth, MI
Jeffery L. Cyphert Charter Township of Grand Blanc, MI
Kandy A. Daniel City of Beaumont, TX
Shelly J. Enderud City of Post Falls, ID
Michael E. Engel City of Trenton, OH
Karen J. Fish Ottawa County, MI
Nancy J. Gallagher South Russell Village, OH
Janet E. Goehst City of Plano, IL
James R. Graff City of Galion, OH
Susan L. Gross Charter Township of Commerce, MI
Roger C. Gruebling City of Wauwatosa, WI
Jolene Jackson Centerville City, UT
Lillian A. Jawlik Charter Township of Independence, MI
Gloria D. Kirshman City of Linden, MI
Frances M. Kukulis City of Owosso, MI
Patricia S. Kusel/Shelite Town of Fort Cobb, OK
Pamela K. Leonard City of Streator, IL
Carl E. Levi Hamilton County, TN
Nancy L. Lien City of Poulsbo, WA
Susan J. Loudenslager Spring Lake Township, MI
Karen A. Lucas Village of Seville, OH
Bonnie M. Manicke City of Polson, MT
David D. McCumber Summit Township, MI
David J. Pasewald City of Horicon, WI
Marsha A. Powers Village of Holly, MI
Judith C. Rhodes City of West Lafayette, MI
K. Steven Roach Knoxville Utilities Board, TN
Molly P. Roberts Village of Granville, OH
Kent Rock City of Boise, ID
Karen Y. Ruthven Pavilion Township, MI
Dianne M. Sackett City of Tecumseh, MI
Patricia A. Shively City of Trotwood, OH
Teresa M. Spohn Village of Silver Lake, OH
Matthew L. Storbeck City of Otsego, MI
I. Salvatore Tararico City of Oberlin, OH
Ronald J. Tobey City of Owosso, MI
Judy M. Truman Huntington City, UT
Beverly J. Walters City of Farmington, MI
Rick S. Watkins City of Fruitland, ID
Linda J. Youngdell Sunset City Corporation, UT

 

In 1979, APT US&C formulated a professional certification program designed to recognize individuals who demonstrate a strong knowledge in the field of public finance and who show exemplary performance within the treasury management profession.

In order to earn the prestigious CPFA credential awarded by the Association, an eligible Active Member must meet specified educational and experience standards. The CPFA Certification Committee reviews applications and presents the awards at the Annual Conference.

The following APT US&C members earned the CPFA designation in 2005-2006:

Harry R. Ammon Delhi Charter Township, MI
Barbara A. Bange City of Yelm. WA
Sandra L. Berry Village of Johnstown, OH
Karen Bezzant Pleasant Grove, UT
Daniel R. Chapman City of Kitchener, ON Canada
Peggy R. Crim City of Quincy, IL
Carol S. DeHaan Cooper Charter Township, MI
Alan M. Dolley City of Williamston, MI
Sharon Dolmetsch City of Livonia, MI
Deborah J. Ellenwood Algoma Township, MI
Agnes Ann Fowler City of Conrad, MT
Cheryl Gelisse Charter Township of Grand Blanc, MI
Barbara J. Green City of Columbus, WI
John F. Grogan Village of Fairport Harbor, OH
Karen L. Hebert City of Alpena, MI
Maureen T. Helmuth Village of Oxford, MI
Eileen M. Holloway Twinsburg Public Library, OH
James O. Langfelder City of Springfield, IL
Susan B. Mancani City of Eastpointe, MI
Deborah L. Miner City of Tonkawa, OK
Lillian P. Morrow City of Beloit, WI
Katherine A. Oehring City of Woodhaven, MI
Cindy T. Owens Town of Hemingway, SC
Marie Kirk Owens City of Memphis, TN
Frederick K. Pamer City of Salem, OH
Dawn M. Patton Hamilton County, TN
Helen L. Peay Fruit Heights City, UT
Deborah B. Robinson County of York, VA
Tumiko R. Rucker Town of Kiawah Island, SC
Maria Ann Sherry Village of Dexter, MI
Milissa L. Soderstrom Cannon Township, MI
Rhonda S. Sommers Frenchtown Charter Township, MI
Lauri K. TenEyck-Rupp Village of Holiday City, OH
Korina L. Tucker Thomas Township, MI
James J. Vavrek Village of Brooklyn Heights, OH
Michelle E. Wright City of Manistee, MI

 

The Association congradulates the following governments:

Town of Kiawah Island, SC
City of Ashland, Ohio

 

The Association congratulates the following entities for their success in developing a written investment policy, which meets the criteria set forth by APT US&C’s Investment Policy Certification Program.

Recipients of APT US&C’s Investment Policy Certification:

City of Lethbridge, Alberta
City of Huntington Beach, CA
City of Sunnyvale, CA
City of El Cerrito, CA
City of Livermore, CA
City of Lancaster, CA
City of Moreno Valley, CA
Calaveras County Water District, CA
City of Stockton, CA
Valley Center Municipal Water District, CA
San Diego County Water Authority, CA
City of Simi Valley, CA
City of San Jose, CA
City of Inglewood, CA
City of Rancho Santa Margarita, CA
City of Santa Monica, CA
City of Santa Clarita, CA
City of Pocatello, ID
City of Peoria, IL
City of East St. Louis, IL
City of Springfield, IL
City of Farmington Hills, MI
Village of Dexter, MI
Charter Township of Grand Blanc, MI
Goodland Township, MI
City of Rochester Hills, MI
City of St. Clairsville, OH
City of Painesville, OH
Town of Kiawah Island, SC
City of Farmers Branch, TX
Town of Highland Park, TX
Murray City Corporation, UT
The City of Washington Terrace, UT
County of Fairfax, VA
City of Spokane, WA

 

APT US&C greatly appreciates and wishes to recognize all of its sponsors. Their generous contributions assist the Association in its efforts to provide members with educational services and programs. Their support of APT US&C is gratefully appreciated.

PLATINUM ($6,000+)

JPMorgan Chase Detroit, MI
Multi-Bank Securities, Inc. Pleasant Ridge, MI
RBC Dain Rauscher Memphis, TN
IMTA Charleston, IL

GOLD ($5,000)

FTN Financial Memphis, TN
Promontory Interfinancial Network, LLC Arlington, VA
Evergreen Investments/Wachovia Securities, LLC San Francisco, CA
US Bank Boise, ID

SILVER ($2,500)

Morgan Keegan & Company, Inc. Memphis, TN
Stanford Group Company Houston, TX
RBS Greenwich Capital Chicago, IL
LaSalle Bank/ Standard Federal Bank Troy, MI
Vining-Sparks IBG Seattle, WA
Comerica Bank Detroit, MI
Wachovia Bank/Wachovia Securities Washington, D.C.

HONORARY ($1,000)

Freddie Mac McLean, VA
Moody’s Investment Services Chicago, IL
Fifth-Third Bank Troy, MI
Huntington National Bank Troy, MI
Sustaining ($500)
Zions First National Bank Salt Lake City, UT

SPECIAL SPONSORSHIP

FTN Financial (Tote Bags) Memphis, TN
Union Bank of California (Golf Tournament) San Francisco, CA
 

The 40th Annual Conference held in Chicago was a great success. A strong lineup of speakers provided the conference attendees with a wide range of useful knowledge. Also APT US & C would like to extend a special thank you to all of the sponsors of the annual conference (For a full list of sponsors)

Congratulations to the following Governments and Members

APT US&C would like to acknowledge those entities that certified their Investment Policies and/or Cash Handling Program this year. For a full list view the 2005 Investment Policy Recipients, 2005 Cash Handling Recipients.

APT US&C would like to acknowledge the following members on getting certified as a public finance administrator and maintaining their certification. 2005 CPFA Recipients, 2005 CPFA Maintaince Recipients.