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Membership Benefits

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For more information, check out the Membership Brochure!

Educational Opportunities


Annual Conference

3821640937_af42bcbe69Each year the APT US & C offers an exceptional, educational conference in order to enhance the education of their members. The Annual Conference is hosted in a different city each year. Members will receive significant discounts on registration fees for the APT US & C Annual Conferences. Educational tracks include Cash Management, Investment Management, Debt Management, and Information Technology.

Treasury Academy

These intense one-day pre-conference workshops are FREE with conference registration. These training sessions are for treasury officials and their staff and include a Beginner and Advanced Academy. The Academy provides continued educational opportunities, CPE and CPFA/ACPFA points.

3822448366_f8fe416915The Beginner Academy will include sessions such as: Role of the Treasurer, Budget Preparation, Basic Investing and Understanding the Audit Process. The Advanced Academy will include sessions such as: How to Deal With Office Issues, Financial Forecasting, Advanced Investing and Identity Theft.


E-Learning Center 

The E-Learning Center offers a wide variety of educational opportunities to participate in without leaving your office. As an APT US & C member you can view the past presentations and audio from the Annual Conferences. The E-Learning Center includes a range of investment training, professional development seminars, and sample approved certifications.

Accreditation and Certification Programs

The following APT US & C accreditation programs are recognized internationally as evidence of a proven level of education, skill and knowledge:

Certified Public Finance Administrator (CPFA) - Demonstrates that you have the education and training as a finance administrator.

Advanced Certified Public Finance Administrator (ACPFA) - Demonstrates that you have the advanced education and training.

Certified Public Funds Investment Manager (CPFIM) - Demonstrates to your community and employer that you are a qualified investment manager.

The following APT US & C certification programs are recognized internationally as evidence of a proven level of education, skill and knowledge:

Model Investment Policy
Debt Policy Review and Certification
Disaster Preparedness Review and Certification
Cash Handling Certification



Publications, Manuals and Seminars

The APT US & C coordinates 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, Cash Collections, Debt, Guide to Internal Controls, Disaster Preparedness, Fraud, and Revenue Collections.

APT US & C Newsletters

Treasury Notes - The official periodical of APT US & C and is circulated to 2,000 public treasury and finance officials, university department heads, firms, state associations, and municipal leagues. This quarterly publication consists of treasury and finance-related articles that are submitted by public and private sector individuals and serves to inform and educate readers on current topics.

Technical Topics - Published quarterly and provides readers with an in-depth review of current technical issues in the public treasury and finance management arena.

Spotlights - Bi-monthly email sent to all members on upcoming events and new membership benefits.

Preferred Vendor Guide

APT US & C offers a listing of over 20 long-standing, and reputable Associate members and the services they provide. This is a quick reference to help our members find vendors who provide the services they need to perform their jobs. This guide offers direct links to preferred Web sites.

Mentoring Program

The APT US&C Mentoring Program is an invitation for public finance professionals at all levels to learn more about the public finance field, take advantage of education and training opportunities, develop a network with colleagues, and meet their individual potential with assistance from experienced public finance professionals. The Program is designed to help public finance professionals succeed, empower them to make decisions, inform them of methods to improve their delivery of efficient financial services to their community, and promote a sense of belonging.

Mentoring Program 



Annual Conference


Join your colleagues for the 49th Annual Conference.

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Our Publications


Check out our latest manuals and start ordering today!