2025 Annual Conference

The 59th Annual Conference was held July 20-23 at the Oak Brook Hills Chicago Hilton Resort just outside of Chicago, Illinois. We thank the Illinois Municipal Treasurers Association (IMTA) for partnering to present this joint annual conference.

Thank you to the IMTA Board of Directors for their support and for all members of the planning committee who worked hard to bring our attendees the amazing topics, speakers, and activities for this year.

Schedules
In-Person Conference Schedule
Virtual/Online Conference Schedule
Conference Program Guide
Point Tally Sheet
Annual Meeting Packet

 

Thank You To Our Premier Sponsors!

Diamond Sponsors

Meeder Investments 

Meeder Public Funds has served public entities since 1990. As of December 31, 2024, MPF had assets under advisement of over $165 billion for public entities. Assets Under Advisement consist of $59.25 billion of regulatory assets under management and $107.75 billion of non-discretionary assets as to which the adviser provides strategic advice or consultation. Meeder works with more than 400 public entities across the country, creating customized investment solutions for states, counties, cities, schools, townships, libraries, higher education, and special districts.

 

IMET 

The Illinois Metropolitan Investment Fund (IMET) is a local government investment pool established to serve Illinois public agencies. IMET offers two investment vehicles: the IMET Core Fund and the IMET Convenience Fund. These funds are designed for finance officers, treasurers, and other official custodians of public funds throughout the state. In addition to the funds, IMET provides participants with access to investment tools and services to support their financial programs. These include separately managed accounts (SMAs) through Meeder Investment Management, arbitrage rebate calculation services for bond proceeds, and access to DebtBook - an online platform for managing debt, leases, and subscription-based assets. IMET also offers a simplified cash flow forecasting tool to help identify portfolio liquidity and optimize earnings.

 

Platinum Sponsor

State of Illinois Treasury Department 

The Illinois Funds lets government agencies use the Illinois State Treasurer’s resources to safely invest their funds while enjoying the economies of scale available from a $19+ billion pooled fund investment portfolio. The Illinois Funds’ investment objectives are, in priority order: (1) safety of principal; (2) maintaining sufficient liquidity to ensure that investors have immediate access to funds; and (3) providing a competitive rate of return relative to comparable investment options.

 

Gold Sponsors

BS&A Software 

BS&A Software has been providing exceptional municipal software to over 2,100 local governments since 1987. Their software solutions make it easy to manage and operate all aspects of municipal budgets, taxes assessments, ordinance, contracts, construction, licenses, and much more. With an intuitive and highly functional platform, unparalleled customer care, and Cloud-Based functionality, BS&A’s municipal software solutions continue to exceed customers’ expectations.

 

Corpay 

Corpay empowers businesses to be smarter in making and managing payments. With bank- and ERP-agnostic integrations, we enable companies to increase efficiency, minimize payment risks, and reduce costs. As an S&P 500 company, our AP automation and commercial card solutions improve financial controls and visibility on one end-to-end platform.

 

Hilltop Securities 

Hilltop Securities is a full-service municipal investment bank and wealth advisory firm providing financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Founded in 1946,
Hilltop Securities’ primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending. Member: NYSE/FINRA/SIPC.

 

Moreton Asset Management 

Moreton Asset Management is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)*. Moreton Asset Management, LLC offers customized money market and fixed-income portfolio management for institutional clients. Expertise includes investment and risk management capabilities with exceptional client service, in-depth consultation and extensive interaction between clients and the investment team. Moreton specializes in portfolios that have significant regulatory needs. Clients include state and local governments, credit unions, community banks, and corporations.

 

National Public Pension Fund Association 

NPPFA Benefits exclusively provides the education, sales, and marketing for the NPPFA 457(b) Wise Choice for Public Employees® Plan, the Retirement Healthcare Funding Plan/115 Trust, and the Wise Choice for Educators® 403(b)/457(b) Plan.

 

PTMA Financial Solutions 

PTMA Financial Solutions, an affiliate of Public Trust Advisors, LLC and the PMA Companies, provides a comprehensive platform of treasury, cash, and liquidity management solutions, in addition to municipal advisory and other financial products and services to public entities and financial institutions nationwide.

 

PayIt 

PayIt enables state and local government agencies to deliver a great resident payments experience that accelerates the shift to digital. Agencies choose PayIt to better achieve their mission through improved operational efficiency, customer support, and resident satisfaction. Our solutions span property tax, courts, utilities, DMV, outdoors, and more. PayIt provides a single resident profile across agencies and jurisdictions, integrates into back-office and adjacent systems, and our team helps clients drive adoption of digital channels. Serving more than 100 million residents in North America, we have received awards from Fast Company and StateScoop, and have been listed in the GovTech 100 for 9 years and counting.

 

Robinson Capital Management 

Robinson Capital is an independent investment advisor specialized in developing traditional and alternative fixed income solutions for public institutions. Our investment approach employs both fundamental and value techniques to best identify positive risk/reward opportunities and to maintain a consistent and disciplined approach.

 

WinTrust Government Funds 

An expert in providing the financial services local government entities require.  Featuring professionals who focus exclusively on public sector clients, including municipalities, school districts, fire districts, sanitary districts, park districts, counties, and libraries. Services are offered through local Wintrust Community Bank locations, and include flexible financing structures, customizable treasury management solutions, investment options and Government specific accounts, including the MaxSafeTM Public Fund accounts (up to 16 times the typical FDIC insurance coverage). Best of all, as a group of community banks, taxpayer funds are kept locally and reinvested back into local communities.

 

Meal Sponsors

Baird 

At Baird, we believe that public fund investors deserve more than just investment solutions; they deserve a trusted partner committed to education, collaboration, and stewardship. Our Public Funds Group is dedicated to supporting public entities in navigating the complex world of fixed income investing, with a particular emphasis on principal preservation.

 

INB 

INB, N.A. is a privately owned national bank. Founded in 1999 in Springfield, Illinois, the bank offers both personal and commercial banking products and wealth services in Central Illinois and has a full-service branch in Tampa, Florida. The bank also provides commercial banking services out of St. Louis, Missouri and Miami, Florida.