Association of Public

Treasurers of the
United States & Canada
45th Annual Conference

APT
Char
lesto
2010 n, SC
Co
Tren asting th
ds in e Cur
July Public Tr rent
25-2
8, 20 easury
10

July 25 - 28, 2010

Charleston Place Hotel
Charleston, South Carolina
“Coasting the Current Trends in Public Treasury”
 Preconference Seminars
Certified Public Funds Investment Manager: (CPFIM) Accreditation Program
A nationally recognized accreditation focused on the investment
of public funds. Participants will learn basic level skills, tools and
fundamental concepts to manage investment portfolios. The course
is designed for participants who have limited knowledge of cash
management and public funds investing. Who Should Attend:
state and local government treasurers, business managers, investment
Treasury Academies: Beginner & Intermediate Levels
These intense all day seminars serve as basic training classes for
new treasurers and great refresher courses for returning treasurers.
The Academy provides continued educational opportunities and
points toward CPFA certification for treasurers. The Beginner
Academy will include classes such as: Role of the Treasurer, Budget
Additional APT Training Programs
APT has many manuals available for additional training through
the Public Treasury Institute. These training programs are held at
various state institutes and conferences. APT also offers these training
programs at the Annual Conference to allow attendees additional
opportunities to enhance their education. The APT Training
Programs are offered on Tuesday afternoon.
• The Guide to Internal Controls – APT’s NEWEST manual
that complements our successful internal controls checklist. The
checklist has been updated and incorporated into a training manual
to assist attendees on the importance of proper internal controls
and how to apply the checklist to their public entities.
The Public Treasury Institute coordinates training seminars for the membership and other public treasury officials. For more information on
scheduling one of APT US & C Training Seminars please contact: seminars@publictreasuryinstitute.com or call (301)229-6566.
Sunday, July 25
officers, cash managers, and other finance officers and their staff
who are new to governmental finance, recently appointed, elected,
or looking to expand their knowledge base on the fundamentals of
investing public funds. A boxed lunch will be provided at the CPFIM
Accreditation Program.
Preparation, Basic Investing and Understanding the Audit Process.
The Intermediate Academy will include classes such as: How to Deal
With Office Issues, Financial Forecasting, Advanced Investing and
Identity Theft. A boxed lunch will be provided at both the Beginner
and Intermediate Academies.
Tuesday, July 27
• Cash Handling Certification – Improve your entity’s cash
handling skills by learning how you can become a cash handler.
Once you complete the certification process, you can train your
staff and improve your cash handling operations.
For more information on additional training opportunities at various
state institutes and conferences, please contact Stacey Crane, Public
Treasury Institute, at (301) 229-6566.
 Conference Training Tracks
Investment Management Track
These sessions are designed to bring public fund managers the latest developments in the area of investing public funds. Regardless of the
manager’s level of experience, topics will range from basic investing for public fund managers to more sophisticated portfolio management
strategies. Sessions on Portfolio Risk & Diversification, Investment Policy Formulation and Implementation, Yield Curve Analysis and
Investment Reporting and Accounting are but a few of the topics to be covered in this track.

Cash Management Track

Because cash management encompasses more than investing funds, the Cash Management track offered at the annual conference is designed
to give managers the most up to date information on the latest cash management practices. Managers should expect to receive training and
information on developing internal policies and procedures to manage cash in an efficient and organized manner. Some of the topics to be
covered at this year’s conference include Cash Flow Forecasting, Efficient Disbursement Management, Latest Developments in Electronic
Payment Processing, Procurement of Banking Services and How to Effectively Manage Banking Relationships.

Information Technology Track

Information Technology or “IT” includes computer hardware and software, operating systems, web-based information and applications,
telephones and other telecommunications products, video equipment and multimedia products, information kiosks, and office products.
The APT US & C conference will provide training, demonstrations, and latest trends in information technology via a variety of tracks and
exhibitors. Learning to leverage technology to enhance accountability, accuracy and improve performance is critical to managing financial
resources.

Debt Management Track

The Debt Management track will deal with the structuring, financing, term and ratios to enhance the attendee’s knowledge base on managing
local debt. The Debt Management track will address the appropriate uses, types and levels of debt. In addition, these training sessions will
address the latest GASB pronouncements. Attendees will also benefit from learning how to prepare and certify a Debt Policy for their
respective organizations.

Preliminary Conference Schedule
Sunday, July 25 (8 CPE credits)
8:00 am - 3:00 pm CPFIM Program (8 CPE credits)
8:30 am - 9:30 am Treasury Academy:
Beginner and Intermediate (1 CPE credit)
9:45 am - 10:45 am Treasury Academy:
Beginner and Intermediate (1 CPE credit)
10:45 am - 11:45 am Treasury Academy:
Beginner and Intermediate (1 CPE credit)
11:45 am - 1:00 pm Lunch (Training includes a boxed lunch)
1:00 pm - 2:00 pm Treasury Academy:
Beginner and Intermediate (1 CPE credit)
2:00 pm - 5:00 pm Committee Meetings
5:00 pm - 6:00 pm New Member Reception
6:00 pm - 8:00 pm Opening Reception-South Carolina Aquarium
Monday, July 26 (4.5 CPE credits)
Exhibit Hall opens at 8:00 am
8:00 am - 9:00 am Continental Breakfast
9:00 am - 10:30 am Opening Session 1:00 pm - 4:00 pm Concurrent Sessions (3 CPE credits)
10:30 am - 10:45 am Break with Exhibitors
11:00 am - 12:00 pm Keynote Speaker (1.5 CPE credits)
12:00 pm - 2:00 pm Awards Luncheon
2:00 pm - 3:00 pm Concurrent Sessions (1 CPE credits)
3:00 pm - 3:30 pm Break with Exhibitors
3:30 pm - 5:30 pm Concurrent Sessions (2 CPE credits)
6:00 pm - 8:00 pm Monday Evening Event
(Subject to change)
Tuesday, July 27 (6 CPE credits)
Exhibit Hall opens at 8:00 am
8:00 am - 9:30 am General Session (1 CPE credit)
9:30 am - 10:30 am Business Meeting
10:30 am - 11:00 am Break with Exhibitors
11:00 am -11:50 am Concurrent Sessions (1 CPE credit)
12:00 am -1:00 pm Partnership Luncheon
1:00 pm - 5:00 pm Additional Training Programs (4 CPE credits)
(Cash Handling and Internal Controls)
(Golf Tournament and Area Tours available)
7:00 pm - 9:00 pm Tuesday Evening Event
Wednesday, July 28 (5.5 CPE credits)
8:00 am - 9:00 am Full Buffet Breakfast
9:00 am - 10:30 am Concurrent Sessions (1.5 CPE credits)
10:30 am - 11:00 am Morning Break
11:00 am - 11:50 am Concurrent Sessions (1 CPE credit)
12:00 am - 1:00 pm Past Presidents’ Luncheon
3:00 pm - 4:30 pm Board Meeting
6:00 pm - 7:00 pm President’s Reception
7:00 pm - 11:00pm Installation Banquet
Total 24 CPE credits and
up to 8.5 CPFA Points
Charleston Map
Peninsula Charleston
2 To I-26
MARY MURRAY DR
ARTHUR
RAVE
N EL J
R. B
RID
GE
HW
Y1
7

R
ND
ISO
RR
MO
Philip Simmons
LINE ST Children’s Garden

LEGEND
FLOOD ST

To West Ashley
6
with Restrooms

tric
sig
Dis t trict
n Dis
St.nDe
8

g sig
Restrooms

De
Kin
19 1
23

14

34 37
26
31

10
District

9
21
hion

Charleston
Water Taxi
30
King St. Fas

25

33
t
tric

4
Dis
ues

South Carolina
ntiq

32 State Ports Authority

t. A

38
5 18
gS

24
Kin

36
22
11 29
17
3 20
7
35
16
28 13
15
27

DASH Bus Stops

RT 210 C of C/Aquarium
12
RT 211 Meeting/King
RT 212 Market/Waterfront
Museum Mile RT 213 Lockwood/Calhoun

For more information about these attractions refer to the corresponding page numbers found in the Official Charleston Area Visitors Guide.
1 The Charleston Museum ................................. 98 10 The College of Charleston ............................... 89 20 Old Slave Mart Museum ............................... 100 29 The French Protestant (Huguenot) Church* .... 93
2 The Citadel Museum ....................................... 98 11 The Dock Street Theatre .................................. 90 21 Washington Light Infantry 30 Mt. Zion A.M.E. Church ............................... 94
3 The City Hall Gallery ...................................... 98 12 Edmondston-Alston House ............................. 90 Historic Churches 31 The Old Bethel Methodist Church .................. 94
4 The Confederate Museum ............................... 99 13 Heyward-Washington House ........................... 90 22 Cathedral of St. John the Baptist ..................... 93 32 St. John’s Lutheran Church.............................. 94
5 Gibbes Museum of Art .................................... 99 14 Joseph Manigault House.................................. 90 23 Cathedral of St. Luke & St. Paul* .................... 93 33 St. Mary’s Roman Catholic Church*................ 94
6 Karpeles Manuscript Museum ....................... 100 15 Nathaniel Russell House .................................. 90 24 Circular Congregation Church ........................ 93 34 St. Matthew’s Lutheran Church ....................... 95
7 Postal Museum .............................................. 100 16 Old Exchange & Provost Dungeon ................. 91 25 Congregation Beth Elohim .............................. 93 35 St. Michael’s Episcopal Church* ...................... 95
8 Aiken-Rhett House.......................................... 89 17 South Carolina Historical Society .................. 100 26 Emanuel A.M.E. Church................................. 94 36 St. Philip’s Episcopal Church* ...................... 95
9 The Avery Research Center for African- 18 The Powder Magazine...................................... 91 27 First Baptist Church ........................................ 93 37 The Second Presbyterian Church ..................... 95
American History and Culture ........................ 89 19 Children’s Museum of the Lowcountry ............ 98 28 First (Scots) Presbyterian Church .................... 93 38 The Unitarian Church ..................................... 95
* Denotes graveyard.
This is not an inclusive list of all historic sites on the peninsula. Sites indicated on this map are described in the Official Charleston Area Visitors
Guide. This map does not indicate the many significant historic sites found outside of peninsular Charleston.
 Keynote Speaker Monday, July 26
U.S. Congressman
U.S. Congressman
James E. Clyburn (SC-6)
James E. ClyburnHouse
(SC-6)
Majority Whip
House Majority Whip
B IO G R AP H Y

Biography On November 16th, 2006, the Carolina, he asCaucus

House Democratic a history
later
teacher
unanimously
served
and
elected she as aJames
Congressman
as an
librarian
employment
in of
E. Clyburn
Carolina Majority Whip, a position he continues to hold in the 111th Congress. This was a historic day for House
school system. Jim
the public
South
counselor,
Democrats, having just won back the majority for the first time in twelve years. It was also historic for Jim Clyburn, who
and
director
became the first South Carolinian of two
and the second youth
African andtocommunity
American ascend to the thirddevelopment
ranking position inprograms.
the U.S. In
On November House16th, 2006,
of Representatives.
1968, he became director of a migrant and seasonal farm workers
the House Democratic Caucus program. The Clyburns are staunch supporters of their Alma Mater
In accepting his new role, Congressman Clyburn shared with his colleagues a story from his childhood that told much about
unanimously elected Congressman
the environment
and have raised over $1.5 million for an Archives and History
from which he came and about the man he has become. When he was about 12 or 13 years old, he stopped
James E. Clyburn by
of South Carolina
his mother’s beauty shop after school in his hometown of Sumter, South Carolina. A client of his mother’s asked young
James what he wanted to be when Endowment theyresponded
he grew up. James have established
by expressing his atdreams
the ofschool.
wanting toSouth Carolina
be in politics and
Majority Whip, a position he continues to hold in thegovernment.
111th Congress.
He was quickly rebuked by the woman, who admonished him never to utter those words again. She was not
State University has named campus facilities in their honor.
This was a historic day for House Democrats, having just won back
intending to throw cold water on young James’ dreams. She genuinely felt that such expressions could bring danger to him
and his family in the segregated South. That night, his mother told young James to ignore the client’s warning and
the majority for the first time in twelve years. It was also historic
encouraged forfast toJim
him to hold his dreams.
launched the pursuit of his dream in 1970 running for the South
Jim Clyburn, who became the first South Carolinian and the second
It took a long road and 66 yearsCarolina
for him toHouse
reach theof Representatives.
pinnacle of those dreams. He went beginnings
His humble to bed a 500-vote
as the eldest winner,
son of
African American to ascend to the third ranking position
an activistin the U.S. minister
fundamentalist
and and an independent civic minded beautician grounded him securely in family, faith and
awoke a 500-vote loser. His pragmatic reaction as reported in the
House of Representatives. public service. He later graduated from Mather Academy in Camden, South Carolina, and became a student leader at South
local newspaper,
Carolina State College in Orangeburg. “I lostmany
Growing up knowing because I didn’t
of the families get enough
involved votes,”case
in the desegregation caught
Briggsthe
v. Elliott -- which later became part of the landmark Brown v. Board of Education case -- Clyburn was active in the civil
rights movement. eye of the newly elected governor, John Carl West. He asked James,
In accepting his new role, Congressman Clyburn shared with whom he dubbed “Jim,” to join his administration. In accepting the
his colleagues a story from his childhood that told
He wasmuch about of post,
elected president his NAACP youth chapter when he was 12 years old, participated in many marches and
demonstrations, and was chosen as theJames E. Clyburn
star witness becamecivil
in a 1960 Orangeburg thedisobedience
first African American
case defended advisor to
by the legendary
the environment from which he came and aboutMatthew the man Perry. he
Thathas a South
case developed fromCarolina
the arrest ofgovernor
388 college since
studentspost
-- twoReconstruction.
of whom were Jim and Emily England
become. When he was about 12 or 13 years old, he stopped
of Moncks bySouth
Corner, his Carolina, whom he met during that incarceration. He was later jailed during a 1961 march on the
South Carolina State Capitol in Columbia that resulted in the landmark breach of the peace case Edwards v South
mother’s beauty shop after school in his hometownCarolina.
of Sumter, South After almost four years on his staff, Governor West appointed Jim
Carolina. A client of his mother’s asked young James what he wanted Southsince
Jim and Emily have been married Carolina Human
June 24, 1961. Affairs
They began theirCommissioner. It was
personal and professional a position
lives together in
to be when he grew up. James responded by expressing his dreams
Charleston, of hehe
South Carolina, as a history teacher and she as a librarian in the public school system. Jim later served as an
employment counselor, and director of two youth and community development programs. In 1968, he became director of atwo
would hold for almost 18 years serving four Governors --
wanting to be in politics and government. He was quickly rebuked by Democrats
migrant and seasonal farm workers program. and two Republicans.
The Clyburns Theofposition
are staunch supporters their Alma thrust
Mater andJim
haveinto
raisedthe
the woman, who admonished him never to utter those words
over $1.5 millionagain.
for an Archives and History Endowment they have established at the school. South Carolina State
vortex of a number of controversies, which he handled deftly quickly
University has named campus facilities in their honor.
She was not intending to throw cold water on young James’ dreams. earning him a reputation as a fair and firm mediator and consensus
She genuinely felt that such expressions could bring dangerthetopursuit
Jim launched himof his dream in 1970 running for the South Carolina House of Representatives. He went to bed a
500-vote winner, and awoke abuilder. ButHiswhen
500-vote loser. he reaction
pragmatic ran for SouthinCarolina
as reported Secretary
the local newspaper, "I lostofbecause
StateI in
and his family in the segregated South. That night,didn’t
hisgetmother told caught
enough votes," 1978 and
the eye again
of the newlyin 1986,
elected his
governor, lifelong dream
John Carl West. continued
He asked to
James, whom elude him.
he dubbed
young James to ignore the client’s warning and encouraged
"Jim," to join hishim to
administration. In accepting the post, James E. Clyburn became the first African American advisor to a
South Carolina governor since post Reconstruction.
hold fast to his dreams. But in 1992, Jim resigned his position as Human Affairs Commissioner
After almost four years on his staff, Governor West appointed Jim South Carolina Human Affairs Commissioner. It was a
to devote
position he would hold for almost fulltime
18 years serving four in pursuit
Governors of Democrats
-- two his lifelong dream
and two of serving
Republicans. in the
The position
It took a long road and 66 years for him to reach theJimpinnacle
thrust of of aUnited
into the vortex
States Congress -- where no black South Carolinian had
number of controversies, which he handled deftly quickly earning him a reputation as a fair
those dreams. His humble beginnings as the eldestand
son firmofmediator
an activist
and consensus builder. But when he ran for South Carolina Secretary of State in 1978 and again in 1986,
his lifelong dream continued toserved since 1897. This time, in a field of five Democratic primary
elude him.
fundamentalist minister and an independent civic minded beautician candidates, Clyburn won
1 with 56 percent of the vote, avoiding a
grounded him securely in family, faith and public service. He later run-off. He easily won the general election for South Carolina’s Sixth
graduated from Mather Academy in Camden, South Carolina, Congressional District, and was sworn in as a member of the United
and became a student leader at South Carolina State College in States House of Representatives in January 1993.
Orangeburg. Growing up knowing many of the families involved in
the desegregation case Briggs v. Elliott -- which later became part of Congressman Clyburn began his steady climb on Capitol Hill
the landmark Brown v. Board of Education case -- Clyburn was active winning election as co-President of his freshman class. Six years later,
in the civil rights movement. he was unanimously elected Chair of the Congressional Black Caucus
and to a seat on the coveted Appropriations Committee. In 2002, he
He was elected president of his NAACP youth chapter when he was was elected in a three-way race to serve as Vice Chair of the House
12 years old, participated in many marches and demonstrations, and Democratic Caucus, and in January 2006, his peers unanimously
was chosen as the star witness in a 1960 Orangeburg civil disobedience elevated him to Chair of the Caucus.
case defended by the legendary Matthew Perry. That case developed
from the arrest of 388 college students -- two of whom were Jim and In addition to serving as House Majority Whip, Congressman Clyburn
Emily England of Moncks Corner, South Carolina, whom he met serves as leader of the House Democrat’s Faith Working Group. The
during that incarceration. He was later jailed during a 1961 march Clyburns have three daughters, Mignon Clyburn, Angela Hannibal
on the South Carolina State Capitol in Columbia that resulted in the and Jennifer Clyburn Reed, two sons-in-law, Cecil Hannibal and
landmark breach of the peace case Edwards v South Carolina. Walter Reed; and two grandchildren, Walter A Clyburn Reed and
Sydney Alexis Reed.
Jim and Emily have been married since June 24, 1961. They began
their personal and professional lives together in Charleston, South
General Session Speaker Tuesday, July 27

Michael Cappellas
Michael D. Capellas was named First Data’s chairman and
CEO in September of 2007 when First Data became a private
company. Prior to this role, he served as CEO for Compaq
Computer Corporation and MCI.

A 30-year veteran of the IT industry, Capellas is a recognized

global thought leader in the technology space. He began his
career with Schlumberger Limited and went on to hold senior management positions at Schlumberger, Oracle Corporation and SAP Americas.
He joined Compaq in 1998 as chief information officer and was named chairman and CEO in July 1999. After the merger with HP, Capellas
served as president of HP. In 2002, he accepted the challenge of leading MCI (then WorldCom) through the largest corporate reorganization
in history. For three years, Capellas served as MCI’s president and CEO and oversaw the successful rebuilding of the company. Turnaround
completed, Verizon Communications ultimately acquired MCI in 2006. Following MCI, he was a senior advisor to Silver Lake Partners, an
investment firm that focuses on large-scale investments in technology and related industries.

Capellas serves on the board of directors of Cisco Systems, Inc. and the national board of the Boys and Girls Clubs of America. He received
a bachelor’s degree in business administration from Kent State University.

Conference Sponsors
Kiawah’s Ultimate Beach Excursion Sunday, July 25

The Kiawah Island Golf Resort

welcomes the Association of Public
Treasurers of the United States &
Canada to the country’s friendliest
city!

Come early and take advantage of the Sunday Training Sessions in the Treasury Academy or CPFIM certification training. There will be a
total of 8 CPE credits available on Sunday, July 25th.

While you are in training sessions your family can enjoy “ A Day at the Beach” on Kiawah Island. If you have previously attended the
Academy or received your CPFIM credentialing, please join other attendees and APT families for this day excursion.

Bring the family and come enjoy a fun filled day of soaking up rays, frolicking in the surf, and relaxing on Charleston’s most pristine beach.
Kiawah’s beach services provide everything your family needs to unwind, play, and enjoy this favorite Lowcountry pastime. The Kiawah
Island Golf Resort will provide beach chairs, umbrellas, and towels for everyone in your party. Also included in your package is unlimited
use of our kayaks, body boards, surf boards, skim boards, floats and rafts. Need a break from the salty surf? We have plenty of beach games
and sandcastle building equipment available. For a special treat, we have an Island Naturalist on-hand to enlighten everyone about Kiawah’s
incredible barrier island bio-diversity. Hungry? Thirsty? Feel free to bring a cooler (glass not permitted) or take a 2 minute walk to the West
Beach Straw Market for ice cream, beverages, snacks or lunch. Restrooms and outdoor freshwater showers are available on-site.

This event takes place on

July 25th from 10am - 3pm and the cost per person is $10.

Transportation is included to and from the Charleston Place hotel.

You may also drive yourselves.

Advanced reservations are required and a 24-hour cancellation policy applies. Reservations
and/or additional information can be made by calling 843-768-6001
or by visiting www.kiawahresort.com/recreation.
Special Events
Sunday, July 25, 6:00 p.m. - 8:00 p.m.
Under the Sea - South Carolina Aquarium

Dine with hundreds of aquatic guests as you stroll through an exclusive tour
of the South Carolina Aquarium. Enjoy views of the Charleston Harbor and
visit South Carolina’s exclusive Sea Turtle Hospital and interactive displays.
The night’s festivities include authentic Lowcountry cuisine, live music and
soothing cocktails. To remember this evening have your photo professionally
taken with colleagues during this event. Transportation will be provided.

Sponsored by:

Monday, July 26, 6:00 p.m. - 8:00 p.m.

A Historic Evening - Riviera Theater

Meet your colleagues for a reception at the historic Art Deco style Riviera
Theater. This stunning theatre was the home of first run pictures, on its
fifty foot screen, until 1977. The event will feature heavy hors’ doerves and
entertainment.

The theatre is listed on the National Registry of Historic Places and is now
owned by the prestigious Charleston Place Hotel.

Sponsored by:

Tuesday, July 27, 7:00 p.m. - 9:00 p.m.

A Moment in the Lowcountry - Charleston Place Hotel

Are you looking for a way to spend your Tuesday evening? Join other attendees
to keep the momentum going with this special event at the Charleston Place
Hotel to celebrate Lowcountry style. A great opportunity to network with
colleagues and APT US&C partners.

Sponsored by:
 APT
Charleston, S
45th Annual Conference 2010
C

Coasting the Current Trends in Public Treasury Coasting the

Trends in Publ Current
ic Tre
July 25-28, 20 asury
10

All members are encouraged to attend the upcoming Association of Public Treasurers of the
United States and Canada’s 45th Annual Conference from July 25th – July 28th in Charleston,
SC at the Charleston Place Hotel.

The conference will offer an opportunity for treasurers and finance officials across the country to
receive training over the 3 day conference that will enhance their knowledge and improve their
skills in treasury management. Also, this year’s conference also affords two renowned speakers
including House Majority Whip, Senator James Clyburn who will render the Keynote address
on Monday, July 26th followed by Michael Cappellas who will offer a General Session address
on Tuesday, July 27.

The conference offers 24 total CPE credits and will feature four conference training tracks filled
with cutting edge information on the subjects of Investment Management; Cash Management;
Information Technology; and Debt Management. In addition, this year’s conference training
also offers up to 8.5 CPFA points towards your Certified Public Funds Administrator credential offered by the Association. These training
sessions will be presented in concurrent sessions beginning on Monday, July 26th through Wednesday, July 28th and will offer 16 CPE
credits.

Take advantage of pre conference training by attending the Treasury Academy on Sunday,
July 25th which will offer 8 hours of CPE credits to attendees. Also available is the
Certified Public Funds Investment Manager training; an 8 hour certification course for
those seeking to distinguish themselves in the area of public investments. Also available
during the conference are additional training programs including the newest manual
“The Guide to Internal Controls” and Cash Handling Certification Training. Both of
these sessions are offered on Tuesday afternoon.

In addition to the training and certifications available, there are several featured events
that allow attendees to network with their peers and build relationships with corporate
members and exhibitors. Some of the complimentary featured events include a Sunday afternoon beach excursion; an opening reception at
the South Carolina Aquarium featuring authentic Lowcountry cuisine, music, and interactive tours. There are also two sponsored evening
events “A Historic Evening at the Riviera Theater” and “A Moment in the Lowcountry” at the Charleston Place. For the sports fans, the
annual Golf Tournament will be held at the Turtle Point Golf Course on Kiawah Island. Also available are tours to historic Fort Sumter
and Middleton Plantation along with carriage rides through downtown Charleston and culinary tours to explore the unique Lowcountry
cuisine.

We are excited to offer you this conference with national speakers, four training tracks, and
special events in a fantastic location. If you have not already registered for the conference, please
do so by April 30th to save on the conference registration fees. For more information, please call
Lindsey Dively, Executive Director at 310-495-5560 or visit the association’s Web site at www.
aptusc.org. Please be sure to make your reservations at the Charleston Place Hotel by calling 800-
831-3490 or via email at groupers@charlestonplace.com.

We look forward to seeing you in Charleston, SC July 25th – 28th!

 45th APT US&C Annual Conference
Golf Tournament
Tuesday July 27, 2010
Turtle Point Golf Course
1 Sanctuary Beach Drive • Kiawah Island, SC

Hosted By

Government Services & Institutional Sales

FEES & INFORMATION

$100.00 / $50.00 for Treasurers
Includes Green Fees, Range Balls,
Boxed Lunch, and Shared Cart
RULES: Scramble
Registration opens at 1:00 pm • Shotgun Start: 2:00 pm
LIMITED TO 40 PLAYERS
AWARDS
First Place Team * Longest Drive • Nearest to the Pin
Name: Entity/Firm:
Address:
City: State: Zip: Phone:
Email address: Your Index Or Average Score:
REMIT THIS FORM AND MAKE CHECK PAYABLE TO: FOR ADDITIONAL INFORMATION CONTACT:
Union Bank, N.A. Martha Bluemel @ (925) 947-3046/(800) 833-4758 APT
Charleston, SC
Attn: Martha Bluemel-Government Services FAX: 925-947-3050
200 Pringle Ave Ste 250 2010
Coasting the Current
Trends in Public Treasury
Walnut Creek, CA 94596 PAYMENT MUST BE RECEIVED BY: July 25-28, 2010

July 13, 2010

Special Events
Wednesday, July 28, 7:00 p.m. - 11:00 p.m.
Installation Banquet - Grand Ballroom

Celebrate the end of the 2010 annual conference during the Installation
Banquet where the 2011 officers will be sworn in and the President will give
her presidential address. Join other APT US & C members as you share a fine
dinner and music as you reflect on the conference sessions with colleagues old
and new during this celebratory event.

Presidential Reception Sponsored by:

Sporting Event
Tuesday, July 27
Golf Tournament

Enjoy an afternoon of world class golf at Turtle Point Golf Course on Kiawah
Island. Kiawah Island was the home of the Senior PGA Tournament in 2007
and will host the PGA Tour in 2012. If you are a golfer, do not miss the
opportunity to showcase your skills at one of the world’s finest golf courses.
Beginning Tuesday afternoon shuttles will transport golfers to Kiawah Island
where golfers will arrive at Turtle Point Golf Course, lunch will be provided,
and the tournament will be followed by a reception.

Sponsored by:
Charleston Area Attractions Tuesday Afternoon, July 27

Fort Sumter
Take a boat tour to Fort Sumter. The tour includes transportation to the Fort Sumter
Interpretive Center. The tour includes time to visit the museum, boat ride and tour
of Fort Sumter with return transportation to the hotel. Departs Charleston Place at
2:00 pm and the total duration of the tour is 2 1/2 hours. Cost: $36.00 per person.

Middleton Plantation
Spend the afternoon at Middleton Plantation and Gardens. The excursion includes
transportation to the plantation, tour of the gardens, entrance, historic home, and
return transportation to Charleston Place. Departs Charleston Place at 1:30 pm and
returns at 5:30 pm. Cost: $65.00 per person.

Carriage Rides
Enjoy a Carriage Ride through Charleston’s Historic District. Take in the nostalgia
and beautiful architecture with a horse drawn carriage ride through historic
downtown Charleston. Cost: $20.00 per person.

Culinary Tours
“Walk, talk and taste your way through Charleston.” Charleston is a foodies delight
and quickly becoming a mecca for those interested in the unique culinary heritage
of the Lowcountry. This itinerary focuses on what distinguishes Lowcountry cuisine.
Visit some of Charleston’s fabulous culinary stores. The tour begins at 2:00 pm
Cost: $45.00 per person.

The Charleston Area Convention & Visitor’s Bureau information desk will be happy to assist with any individual tours as requested.
Prices vary per tour.

Enjoy These and Other Attractions From Charleston, South Carolina!

Transportation
Charleston International Airport
Charleston International passengers can enjoy all the travel advantages combined with a unique and refreshing level of
personal services and attention. Due to the modern facilities, state-of-the-art operations and proximity to Charleston,
the Charleston International Airport is quickly becoming a principal transportation hub for the southeastern United
States and a gateway to the world, featuring flights via American
Airlines, Delta, Continental, US Airways, Northwest and United
Airlines.

The Charleston Airport code is CHS, and is about
12 miles from the city of Charleston.
For more information and flight reservations
visit, www.chs-airport.com/airlineinfo.htm.

Charleston Airport Address:

Charleston International Airport
5500 International Blvd. • Charleston, SC 29418.

Rental Cars
Avis Enterprise Thrifty
www.avis.com www.enterprise.com www.thrifty.com
(843) 767-7031 • (800) 331-1212 (843) 767-1109 • (800) 736-8222 (843) 552-1400 • (800) 647-4389
Budget Hertz
www.budget.com www.hertz.com
(843) 767-7051 • (800) 527-0700 (843) 767-4550 • (800) 654-3131
Dollar National
www.dollar.com www.national.com
(843)767-1130 • (800) 800-4000 (843)767-3078 • (800) 227-7368

CARTA
Charleston’s public transportation system offers several ways to get all over Charleston. DASH (Downtown Area
Shuttles) runs through-out the peninsula to major shops and attractions. The cost is only $1.50 per ride or $5 for a
one-day pass. CARTA can connect you with all of Charleston’s attractions. Restaurants, area beaches, shopping &
entertainment venues, hotels and historic sites are all found on our routes. You can simply climb aboard at one of our
many conveniently placed bus stops throughout Downtown Charleston and enjoy the ride. For more information,
visit www.ridecarta.com or call (843) 724-7420.

Taxis
There are a myriad of taxi or limousine companies providing ground transportation from the airport to area hotels like
the Charleston Place Hotel and other area locations. For a detailed listing of these companies or to set up reservations,
please visit; www.explorecharleston.com.

Please call Absolutely Charleston for all your discounted airport transfer and transportation needs at (843) 747-4448.
Hotel Information
Charleston Place Hotel
In the heart of one of the most romantic and exciting cities in the world,
Charleston Place is reminiscent of Charleston both in personality and
architecture. Owned and managed in the legendary tradition of Orient-
Express travel experience, this famed hotel offers an engaging first impression
with a stunning grand entrance off Market Street. In the main lobby, Italian
marble floors, a sweeping grand staircase and a hand-blown Venetian glass
chandelier provide a glimpse into the hotel’s elegant grandeur. Spacious and
stylishly furnished, Charleston Place has 440 carefully appointed rooms and
suites. Within your room at Charleston Place, you’ll feel perfectly relaxed
with the early European design and soothing marble bath. Take a virtual tour of the hotel at www.charlestonplacehotel.
com.

Reservation deadline is June 24, 2010. Room reservations received after this date will be accepted on a space available
basis and may be subject to hotel rack rates.

For reservations call (800) 831-3490 or email groupres@charlestonplace.com and mention the Association of Public
Treasurers to receive the group rates.

Single (1 person) - $175.00

Double (2 person) - $175.00
Sleeping room rates do not include a 12.5% state and local tax, tax rates are
subject to change. Children under the age of 18 will not be charged as an adult.
Please inform reservations if booking includes children.

Parking is available in the enclosed multi-level parking garage adjacent to

the hotel. Self-parking is $12/day (cash only); valet is $25/day charged to
the room.

Reservations require a one (1) night deposit (including tax) with a major
credit card. Deposits are refundable if notice of cancellation is received by
the Hotel Reservation Department at least 72 hours prior to the expected
arrival date. Guest check-in is 4:00 p.m. and check-out is 12:00 noon.

Recently voted “Best City Hotel Spa” in North America by readers of Travel + Leisure magazine, the Spa at Charleston
Place provides the best of everything in elegant relaxed surroundings. Enjoy the use of the comprehensive health
club, equipped with a beautiful indoor/outdoor pool, sauna, Jacuzzi, massage service and many other customized
treatments. For available spa packages and pricing, visit www.charlestonplace.com/web/ocha/spa.jsp.

After a sensual and relaxing spa treatment, discover an exclusive selection of shops in the main lobby. From high-end
clothiers to gourmet chocolates, there is something for everyone along this treasure trove of varied merchants.

Apart from the stately elegance and first class facilities, Charleston Place is known for its people. Providing impeccable,
personalized service is the hallmark of Southern Hospitality and one of the many reasons why guests return year after
year.
 "Coasting
“Coastingthe
theCurrent
CurrentTrends
Trends in
in Public
Public Treasury"
Treasury”
45th APT
"Coasting
US&C
45th
"Coasting
Charleston Place HotelAnnual
theAPT
the US&C
Current
Current Annual
Trends
Trends
inin
Conference
Conference
Public
Public
Treasury"
xCharleston, South
Treasury"
Carolina
45th
45th
APT
Charleston APT US&C
Place US&C
HotelAnnual
•AnnualConference
Conference
Charleston,
July 25-28, 2010 South Carolina
xCharleston,
xCharleston,
Charleston
Charleston
Place
Place
Hotel
Hotel
July
July 25-28,
South
July
South
2010
Carolina
25-28,
Carolina
25-28,
2010
2010
Course Registration Form

Course
Course
Course
NAME
Registration
(asRegistration
Registration
it will appear on badge)Form
Form Form
____________________________________ TITLE/POSITION _________________________

ORGANIZATION/COMPANY ___________________________________________________PHONE_____________________
NAME
NAME
NAME (as
(as it
it(as
will
it will
will appear
appear
appear on
on badge)
on badge)
badge) ____________________________________
____________________________________
____________________________________ TITLE/POSITION
TITLE/POSITION
TITLE/POSITION _________________________
_________________________
_________________________
ADDRESS______________________________________CITY _______________________STATE_________ ZIP__________
ORGANIZATION/COMPANY
ORGANIZATION/COMPANY
ORGANIZATION/COMPANY ___________________________________________________PHONE_____________________
___________________________________________________PHONE_____________________
___________________________________________________PHONE_____________________
E-MAIL ADDRESS (REQUIRED)____________________________________________________________________________
ADDRESS______________________________________CITY
ADDRESS______________________________________CITY
ADDRESS______________________________________CITY _______________________STATE_________
_______________________STATE_________
_______________________STATE_________ ZIP__________
ZIP__________
ZIP__________
FIRST TIME ATTENDEE ͔ YES ͔ NO
E-MAIL
E-MAIL
E-MAIL ADDRESS
ADDRESS
ADDRESS (REQUIRED)____________________________________________________________________________
(REQUIRED)____________________________________________________________________________
(REQUIRED)____________________________________________________________________________

FIRST
FIRST
FIRST TIME
TIME
TIME ATTENDEE ͔ ͔
ATTENDEE
ATTENDEE YES ͔
YESYES ͔NO
NO NO
Conference Registration Fees

Conference
Conference
Conference
Early Registration
Registration
Registration
Registration Fees
Fees
Fees
Registration
Advanced
Full Registration Late Registration
Conference Registration Fees: Please Check One: (Postmarked and paid by (Postmarked and paid (Postmarked and paid
(Postmarked and paid by
February 28, 2010) Advanced
Advanced
Advanced by June 30, 2010) after June 30, 2010)
Early
Early Registration
Early Registration
Registration April 30, 2010) Full
FullFull
Registration
Registration
Registration Late
LateLate
Registration
Registration
Registration
Registration
Registration
Registration
Conference
Conference
Conference Registration
Registration
Registration
Public Sector APT US&CFees:
Fees:
Fees: Please
Please
Please
Active Check
Check
Check
Member One:
One:One:the Sunday,
(Includes (Postmarked
(Postmarked
(Postmarked and
and paid
and by
paid paid by
by (Postmarked
(Postmarked
(Postmarked and
and paid
and paid
paid (Postmarked
(Postmarked
(Postmarked and
and paid
and paid
paid
͔ $350
February
February
February 28,
28, 2010)
28, 2010)
2010)
͔(Postmarked
(Postmarked
$385
(Postmarked and
and paid
and by
paid paid by
by
by
͔
June
by
$435
June
30, 2010)
30,
by June 30, 2010)2010)
͔
after
$485
after June 30, 2010)2010)
after
June June
30, 2010)
30,
July 25, 2010, International Academy) April
AprilApril
30,
30, 2010)
30, 2010)
2010)
Public Sector
APTNon-APT US&C Member (Includes
thethe Sunday,
Public
Public
Public Sector
Sector
Sector APT APT
US&C
US&CUS&C
Active
Active
Active Member
Member
Member (Includes
(Includes
(Includes the Sunday,
the Sunday,
Sunday, ͔ ͔ $450
$350
$350
$350 ͔ ͔ $485
$385
$385
$385 ͔ ͔ $535
$435
$435
$435 ͔ ͔ $585
$485
$485
$485
July July
July July
25, 25,
25, 2010,2010,
25, 2010,
2010, International
International
International
International Academy)
Academy)
Academy)
Academy)
International Academy Beginning (only)
Public
Public
Public Sector
Sector
Sector Non-APT
Non-APT
Non-APT US&C
US&CUS&C
Member
Member
Member (Includes
(Includes
(Includes the
the Sunday,
the Sunday,
Sunday, ͔ ͔ $75
$450
$450
$450 ͔ ͔ $75
$485
$485
$485 ͔ ͔
͔
$535$75
$535$535 ͔ ͔ $75
$585
$585
$585
July Sunday,
July
25, 2010,
25, July
2010,25, 2010
International
International
Academy)
Academy)
July 25, 2010, International Academy)
International Academy Intermediate (only)
Treasury
International
International
International
Sunday,
Academy
Academy
Academy
July 25,
Beginning
Beginning
Beginning
2010
(only)
(only)
(only) ͔ ͔
͔
$75 $75
$75 $75 ͔ ͔
͔
$75 $75
$75 $75 ͔ ͔
͔
$75 $75
$75 $75 ͔ ͔
͔
$75 $75
$75 $75
Sunday,
Sunday,
Sunday, July
July July
25,
25, 2010
25, 2010
2010
One Day Academy
International Pass Academy
International
Treasury (includes day session
Intermediate
Intermediatetracks,
(only)
(only)and day meals) ͔ $200 ͔ $200 ͔ $200 ͔ $200
International Academy Intermediate (only) ͔ ͔
$75
$75 $75 ͔ ͔
$75
$75 $75 ͔ ͔
$75
$75 $75 ͔ ͔
$75
$75 $75
Sunday,
Sunday,
Sunday, July
July July
25,
25, 2010
25, 2010
2010

One
One Day
One Pass
Day Day Pass
Pass (includes
(includes
(includes day
day session
day session
session tracks,
tracks,
tracks, and
and day
andmeals)
day day meals)
meals) ͔ ͔
$200
$200
$200 ͔ ͔
$200
$200
$200 ͔ ͔
$200
$200
$200 ͔ ͔
$200
$200
$200
Additional Training Program Registration

Additional
Additional
Additional Training
Training
Training
Additional Training Program Fees:
Program
Program
Program Registration
Registration
Registration
APT US&C Non-APT US&C
Additional training program fees are separate from annual conference registration and fees. Active Member Member

Additional
Additional
Additional Training
Training
Training Program
Program
Program Fees:
Fees:
Fees: APT
APTAPT
US&C
US&C
US&C Non-APT
Non-APT
Non-APT US&C
US&C
US&C
Certified Public Funds Investment Manager (CPFIM) Accreditation
Additional
Additional
Additional training
training
training program
program
program fees
fees are
feesseparate
are are separate
separate from
from from
annual
annual
annual conference
conference
conference registration
registration
registration and
and fees.
fees. ͔Active
and fees.Active
Active Member
$175Member
Member ͔ $260
Member
Member
Member
Sunday, July 25, 2010

Certified
Certified
Cash Public
Certified Public
Handling
Public FundsFunds
Investment
Investment
Seminar,
Funds Manager
Tuesday,
Investment Manager
July
Manager (CPFIM)
27, 2010(CPFIM)
(CPFIM) Accreditation
Accreditation
Accreditation ͔
͔ $65
͔ $175
$175
͔
͔ $75
͔ $260
$260
$175 $260
Sunday,
Sunday,
July July
25, 2010
25,
Sunday, July 25, 2010 2010
NEW Fund Balance Reserve Policy & Debt Policy,
͔
͔ $65
͔ $65 $65
͔
͔ $75
͔ $75 $75
CashCash
Handling
Handling
CashTuesday,
HandlingJulySeminar,
27, Seminar,
2010 Tuesday,
Seminar, Tuesday,
Tuesday, July
July July
27,
27, 2010
27, 2010
2010 $65 $75

NEW NEW
Fund Fund
Balance
Guide Balance
Reserve
Reserve
to Internal Policy
Policy
&
& Debt
Controls, & Debt
Policy,
Tuesday, Policy,
July 27, 2010 ͔ $70 ͔ $80
NEW Fund Balance Reserve Policy Debt Policy, ͔ $65
͔ $65
$65 ͔ $75
͔ $75
$75
Tuesday,
Tuesday,
July July
27, 2010
27,
Tuesday, July 27, 2010 2010

NEW
NEW
NEW Guide
Guide
Guide to
to Internal
to Internal
Internal Controls,
Controls,
Controls, Tuesday,
Tuesday,
Tuesday, July
July July
27,
27, 2010
27, 2010
2010 ͔ $70
͔ $70
$70 ͔ $80
͔ $80
$80
 Guest Registration
Guest Registration
Print name(s) of additional guest(s).

_______________________ ________________________ _________________________ ______________________

First Name Last Name First Name Last Name

_______________________ ________________________ _________________________ ______________________

First Name Last Name First Name Last Name

Spouses, children, family and friends must register as Guests if they will be attending meal functions. They must have a badge
and ticket to participate.

Total Fees
Total Fees (All
(All fees
fees in
in U.S.
U.S. funds)
funds)
Conference Registration: $ _________
Additional Training Program(s) Registration: $ _________
Sub Total: $ _________
͔ $150 per individual, inclusive to include all breakfasts, breaks,
luncheons, and Installation Reception/Dinner $150 x ____ =$ _________
͔ $25 per individual, Awards Luncheon $25 x ____ = $ _________
͔ $60 per individual, Installation Reception/Dinner $60 x ____ = $ _________
Total Fees: $ _________

Method
MethodofofPayment:
Payment:Please CheckOne:
Please Check One:
͔ Payment by Check
Payable to “Association of Public Treasurers of the U.S. & Canada”
Mail to: APT US&C • 962 Wayne Avenue, Suite 910 • Silver Spring, MD • 20910
͔ Payment by Credit Card
Fax to: (301) 495-5561 OR scan the completed form and e-mail it to: membership@aptusc.org.
Mail to: APT US&C • 962 Wayne Avenue, Suite 910 • Silver Spring, MD • 20910

͔ VISA ͔ MasterCard
____________________________________________________________________________
Name on Card
___________________________________________________ ________________________
Card Number Expiration Date
____________________________________________________________________________
Signature

The APT US&C is unable to fax confirmations due to the volume of registrations.

REFUND POLICY: All cancellations must be in writing and postmarked prior to June 15, 2010. These are subject to a $100.00 service
charge. Refunds will not be issued on cancellations postmarked after June 15, 2010. To accommodate our delegates, substitutions will be
accepted from the same city/firm up to June 15, 2010. After this time a charge of $20 will be applied for any substitution. A $20 cancellation
fee will be applied to guest cancellations postmarked on or before June 15, 2010. No refunds will be issued for guests on cancellations
postmarked after June 15, 2010.

Note: Each Public or private representative must register as a conference participant and may NOT attend as a guest. All other individuals
must register if they wish to attend conference meals, sessions, and social events.
 Charleston Fun Facts
• Charleston was founded in 1670 and is the oldest city in
the Carolinas and Georgia.
• Charleston built America’s first golf course, Harleston
Green, and organized the first club, the South Carolina
Gold Club in 1786.
• The world’s first successful submarine attack occurred
in Charleston harbor in 1864 when the Confederate
submarine H. L. Hunley sank the Union warship
Housatonic.
• The first fire insurance company in America, the “Friendly
Society for Mutual Insurance of Houses Against Fire”
was founded in Charleston in 1736. It was bankrupted
in 1740 by the great fire that destroyed more than 300
buildings.
• The Best Friend of Charleston, the nation’s first regularly
scheduled train offering passenger service, originated from
Charleston in 1830. It was the world’s largest when the
140 mile rail line was completed to Hamburg, now North
Augusta.
• America’s first recognized woman artist, Charleston’s
Henrietta Johnson, began painting portraits in 1707.
• Middleton Place, c. 1741, features America’s oldest
formally landscaped gardens.
• The first prescription drug store began operation in 1780
in Charleston.
• Organized in 1773, the Charleston Museum Society was
the first in America.
• Chartered in 1785, the College of Charleston is the oldest
municipal college in America. It is now a state school.
• The Charleston Metro Chamber of Commerce, organized
in 1773, is the oldest continuously running, municipal
Chamber in the U. S.
Temperature
The average daily temperature in Charleston, South Carolina during the month of July is 81.5 degrees Fahrenheit.
The average low is 27.5 degrees Celsius.
• In 1786, Andre Michaux introduced mimosa, crepe
myrtle and tea olive to the Charleston area.
• In 1851, artificial ice was first made in Charleston by
John Gorrie.
• The first decisive American victory of the American
Revolution was the Battle of Fort Sullivan on Sullivan’s
Island.
• Formed in 1749, Congregation Kahal Kadosh, Beth
Elohim is the second-oldest synagogue in the U. S. and
the oldest in continuous use.
• Old St. Andrew’s Parrish Church, founded and built in
1706, is the oldest surviving church in the Carolinas.
• Everyone’s favorite flower, the poinsettia, was introduced
by Joel Poinsett of Charleston in 1833 after he brought it
from Mexico, where he served as U. S. Ambassador.
• Charlestonian Anne Bonny was America’s first female
pirate, teaming with Blackbeard, Gentleman Stede Bonnet
and Calico Jack.
• She-crab soup originated in Charleston and was created
by William Deas, butler of former Mayor R. Goodwyn
Rhett. Mayor Rhett entertained President William H.
Taft, who helped make the soup famous.
• Completed in 1742, Drayton Hall now stands as one
of the oldest and finest examples of Georgian Palladian
architecture built before the American Revolution.
• The Charleston region is home to the Angel Oak, which
is South Carolina’s oldest live oak tree.
• South Carolina’s first commercially grown crop was
indigo.
Association of Public Treasurers
of the United States and Canada
962 Wayne Avenue • Suite 910
Silver Spring, MD 20910

Pictures are provided by the Charleston Place Hotel and Charleston Area Visitors Bureau.